Author: Nitin Maheshwari

Learn how to seamlessly integrate Facebook Lead Ads with LeadSquared CRM using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Facebook Lead Ads with LeadSquared CRM, start by accessing Pabbly Connect. Open your browser and navigate to the Pabbly website. Click on the ‘Create Your Free Account’ button to sign up for a free account.

Once logged in, click on ‘Access Now’ to reach the Pabbly Connect dashboard. Here, you will create a new automation workflow by clicking on the ‘Create’ button and giving your workflow a name, such as ‘Facebook Leads to LeadSquared CRM’.

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2. Setting Up the Trigger Event in Pabbly Connect

In this step, you will set up the trigger event for your automation. Select ‘Facebook Lead Ads’ as the application and choose the trigger event as ‘New Lead Instant’. Click on ‘Connect’ to establish a connection. using Pabbly Connect

• Choose ‘Add New Connection’ to connect your Facebook account.
• Once connected, select the Facebook page you created for your ads.
• Select the specific form you will be using to capture leads.

After making these selections, click on ‘Save and Send Test Request’. This action will prompt Pabbly Connect to wait for a webhook response from Facebook, indicating that a lead has been captured successfully.

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3. Capturing Lead Data from Facebook Lead Ads

To test the integration, you will simulate a lead submission using the Facebook Lead Ads testing tool. Select your Facebook page and the form you created. Fill out the form with dummy information and submit it.

Return to Pabbly Connect and check if the lead data has been captured. You should see the details like name, phone number, and email address displayed in the response section. This confirms that the first part of the integration is successful.

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4. Setting Up the Action Event to Add Leads to LeadSquared CRM

Now it’s time to set up the action event. Search for ‘LeadSquared CRM’ in Pabbly Connect and select it. Choose the action event as ‘Add Lead’. Click on ‘Connect’ and then select ‘Add New Connection’ to input your API credentials. using Pabbly Connect

• Retrieve your Access Key, Secret Key, and API Host Key from your LeadSquared account settings.
• Copy the API Host and paste it into Pabbly Connect.
• Paste the Access Key and Secret Key in their respective fields.

Click on ‘Save’ to establish the connection. Now you can map the fields from the Facebook lead data to the LeadSquared CRM lead fields. This mapping ensures that the correct data is transferred automatically.

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5. Finalizing the Integration Process

After mapping the necessary fields, click on ‘Save and Send Test Request’ to complete the integration process. Check your LeadSquared CRM account to confirm that the lead has been added successfully.

Once the integration is set up, you won’t need to repeat the process for future leads. Every time a lead submits the Facebook form, their details will automatically populate in LeadSquared CRM through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with LeadSquared CRM using Pabbly Connect. By following the steps outlined, you can automate lead management efficiently, ensuring that every lead is captured and added to your CRM without manual intervention.

Learn how to automate the process of sending Instamojo failed payment details to ConvertKit and Google Sheets using Pabbly Connect. Step-by-step guide included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Instamojo Integration

To start integrating Instamojo with ConvertKit and Google Sheets, you first need to access Pabbly Connect. Visit the Pabbly Connect dashboard by entering ‘Pabbly.com/connect’ in your browser. If you don’t have an account, click on ‘Sign Up Free’ to create one in just two minutes.

Once logged in, click on ‘Create Workflow’ and name your workflow, for example, ‘Instamojo Failed Payment’. This workflow will allow you to automate the process of adding customers to ConvertKit when their payment fails.

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2. Setting Up the Trigger for Instamojo

In the workflow, you will see two sections: a trigger window and an action window. Begin by selecting ‘Instamojo’ as the app in the trigger window. For the trigger event, choose ‘New Sale’. This setup will allow Pabbly Connect to capture new payment attempts on your Instamojo account.

• Search for ‘Instamojo’ in the app field.
• Select ‘New Sale’ as the trigger event.
• Copy the generated webhook URL from Pabbly Connect.

Next, go to your Instamojo account and paste this webhook URL in your payment link or page. This step connects your payment link to Pabbly Connect, ensuring that any new transactions will send data to your workflow.

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3. Testing the Payment Process

Now that your webhook is set up, it’s time to test the payment process. You will simulate a failed payment by entering dummy customer details in the payment form. Ensure that the payment fails by using an invalid payment method.

Once you submit the payment, Pabbly Connect will receive a response indicating the payment status. If the payment fails, you will see the details captured in the trigger window. This data includes payment ID, status, and customer information.

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4. Adding a Filter Before Sending to ConvertKit

To ensure that only failed payment details are sent to ConvertKit, add a filter in your workflow. In the action window, select ‘Filter’ and set the condition to check if the payment status equals ‘Failed’. This step is crucial as it prevents successful payments from being added to your ConvertKit account. using Pabbly Connect

• Select ‘Filter’ in the action window.
• Set the condition to check if the payment status is ‘Failed’.
• Save the filter condition.

This filter ensures that only customers who experience payment failures will be added as subscribers in ConvertKit.

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5. Sending Customer Details to ConvertKit

After setting up the filter, the next step is to send the customer details to ConvertKit. In the action window, select ‘ConvertKit’ as the app and choose ‘Add Subscriber’ as the action event. Connect your ConvertKit account by entering your API key and secret, which you can find in your ConvertKit account settings. using Pabbly Connect

Map the customer details from the previous steps to the corresponding fields in ConvertKit. Ensure you include the first name, last name, email, and any tags you wish to assign. Once all fields are mapped, click on ‘Save and Send Test Request’ to verify that the integration works correctly.

After completing this step, check your ConvertKit account to confirm that the subscriber has been added successfully. This integration allows you to manage your customer relationships effectively by capturing failed payment attempts.

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6. Sending Details to Google Sheets

Finally, to keep a record of failed payments, you can send the customer details to Google Sheets. In the action window, select ‘Google Sheets’ and choose ‘Add New Row’ as the action event. Connect your Google Sheets account and select the spreadsheet where you want to store the payment details. using Pabbly Connect

Map the payment ID, customer name, email, and any other relevant information to the columns in your Google Sheets. Once all fields are mapped, click on ‘Save and Send Test Request’. Verify that the data appears in your Google Sheets as expected.

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Conclusion

In this tutorial, we demonstrated how to automate the process of sending Instamojo failed payment details to ConvertKit and Google Sheets using Pabbly Connect. By following these steps, you can streamline your customer management and ensure that you never miss a follow-up with customers who encounter payment issues.

Learn how to automate eBook order confirmations on WhatsApp with Google Forms integration using Pabbly Connect. Follow our step-by-step tutorial! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Forms and WhatsApp Integration

To start automating your eBook order confirmations, access Pabbly Connect by visiting the Pabbly website. Sign in to your account or create a new one if you don’t have an account yet. After signing in, navigate to Pabbly Connect from the dashboard.

Click on the ‘Create Workflow’ button to initiate the integration process. You will be prompted to name your workflow; enter ‘Google Forms to WhatsApp’ and click ‘Create’. This sets the stage for integrating Google Forms with WhatsApp through Pabbly Connect.

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2. Configuring Google Forms as the Trigger Application

In this step, select Google Forms as your trigger application in Pabbly Connect. Choose the event ‘New Response Received’ to ensure that every time a new order is placed through your Google Form, it triggers an action in WhatsApp.

• Select ‘Google Forms’ as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the provided webhook URL for later use.

Next, go to your Google Form and navigate to the ‘Responses’ tab. Here, you will link your Google Form to Pabbly Connect by using the webhook URL you copied. This will allow the data from Google Forms to flow into Pabbly Connect seamlessly.

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3. Linking Google Forms to Google Sheets

To efficiently manage your orders, integrate Google Forms with Google Sheets. This allows all responses to be stored in one place, making it easier to track orders. In Pabbly Connect, ensure that your Google Form responses are set to be recorded in Google Sheets.

In the Google Form, go to the ‘Responses’ tab and click on the Google Sheets icon to create a new spreadsheet. This spreadsheet will automatically update with each new response, ensuring you have a comprehensive record of all orders.

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4. Setting Up WhatsApp as the Action Application

Now, return to Pabbly Connect and add an action step. Select ‘WhatsApp Cloud API’ as your action application and choose ‘Send Template Message’ as the action event. This step will send the order confirmation to the customer via WhatsApp.

• Connect to WhatsApp Cloud API by providing the required access keys.
• Select the template message you created for order confirmations.
• Map the customer’s phone number and order details into the template fields.

After mapping the necessary fields, save the configuration and send a test request to ensure the setup is working correctly. This will confirm that customers receive their order confirmation messages via WhatsApp as intended.

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5. Sending Notifications to the Seller

Finally, set up another action in Pabbly Connect to notify the seller about the order. Repeat the process of selecting ‘WhatsApp Cloud API’ and ‘Send Template Message’. This time, choose a different template that contains the order details for the seller.

Map the seller’s phone number and relevant order information into the template fields. After configuring all details, save and send a test request to verify that the seller receives the notification correctly.

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Conclusion

Using Pabbly Connect, you can automate the process of sending eBook order confirmations via WhatsApp effortlessly. This integration not only saves time but also enhances communication with both buyers and sellers. Implement this setup today to streamline your order management process!

Learn how to add leads from Facebook Lead Ads to LeadSquared CRM with custom activities using Pabbly Connect in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Facebook Lead Ads Integration

To start adding leads from Facebook Lead Ads into LeadSquared CRM, you need to set up Pabbly Connect. First, visit the Pabbly Connect dashboard by navigating to Pabbly.com/connect. Here, you can create a free account and log in to access the automation features.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Facebook Lead Ads to LeadSquared’. After naming your workflow, click the ‘Create’ button to proceed to the workflow page.

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2. Setting Up the Trigger for Facebook Lead Ads in Pabbly Connect

The next step is to set up the trigger in Pabbly Connect. Search for ‘Facebook Lead Ads’ in the trigger applications list and select it. The trigger event you need is ‘New Lead Instant’, which activates whenever a new lead is submitted through your Facebook lead generation form.

• Select the Facebook page associated with your lead ad.
• Choose the lead generation form you want to use for capturing leads.

After selecting the page and form, click on ‘Save and Send Test Request’. This action will prepare the workflow to receive data from the Facebook Lead Ads when a lead is generated. Make sure to test the connection to ensure everything is set up correctly.

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3. Adding Leads to LeadSquared CRM via Pabbly Connect

After successfully capturing leads from Facebook Lead Ads, the next step is to add these leads into LeadSquared CRM using Pabbly Connect. For this, you will need to search for the LeadSquared application in the action step.

Select the action event as ‘Create Lead and Activity’. This action will create a new lead in LeadSquared and allow you to assign a custom activity to that lead. You will need to connect Pabbly Connect to your LeadSquared account by entering your API access key, secret key, and API host name.

• Copy the API key from your LeadSquared settings.
• Paste the API key and other required details into Pabbly Connect.

Once connected, you can map the lead details captured from Facebook, such as email and name, into the corresponding fields in LeadSquared. This ensures that the lead data flows seamlessly from Facebook to your CRM.

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4. Assigning a Custom Activity to Leads in LeadSquared

To provide context for the leads being added, you can assign a custom activity in LeadSquared through Pabbly Connect. First, ensure you have created a custom activity in LeadSquared, such as ‘Facebook Ads Lead’ with a specific activity code.

In the Pabbly Connect workflow, you need to map this custom activity code to the lead being created. This is done by selecting the custom activity code in the action step under the ‘Activity Event’ section. Additionally, you can add a note to the activity, like ‘This lead submitted our Facebook lead ad form’ to provide more information.

Ensure the activity date and time are correctly formatted. Test the connection once more to confirm everything is working.

After mapping all the required fields, click on ‘Save and Send Test Request’ to create a test lead in LeadSquared with the assigned activity. This allows you to verify that the integration is functioning as expected.

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5. Finalizing the Integration and Testing

Once you have set up the entire workflow in Pabbly Connect, it’s essential to finalize the integration. This involves ensuring that all fields are correctly mapped and that the workflow is activated. After testing the connection and confirming that leads are being added to LeadSquared correctly, you can turn on the automation.

Now, every time a new lead is generated from your Facebook Lead Ads, Pabbly Connect will automatically add that lead to LeadSquared CRM along with the assigned custom activity. This automation saves you time and ensures that no leads are missed.

To recap, the steps involved include:

Setting up Pabbly Connect and creating the workflow. Configuring the trigger for Facebook Lead Ads. Adding leads to LeadSquared with a custom activity.

This process allows for seamless lead management and nurturing, enhancing your marketing efforts.

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Conclusion

In this tutorial, you learned how to integrate Facebook Lead Ads with LeadSquared CRM using Pabbly Connect. This process automates lead management by adding leads seamlessly along with custom activities, ensuring that your marketing efforts are efficient and effective.

Learn how to automatically send WhatsApp messages on Formstack form submission using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To start integrating Formstack with WhatsApp, access Pabbly Connect by visiting Pabbly.com/connect. This powerful automation tool allows you to connect various applications seamlessly.

Once on the Pabbly Connect website, click on the blue button to create your free account. You’ll receive 100 free tasks to test out your workflows. After signing up, log into your dashboard to begin the integration process.

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2. Create a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Formstack to WhatsApp Automation’. This helps keep your integrations organized. using Pabbly Connect

• Select the trigger application, which in this case is Formstack.
• Choose the trigger event as ‘Form Submission’.
• Connect your Formstack account to Pabbly Connect.

After connecting, select the specific form you want to use for this integration. Click on ‘Save and Send Test Request’ to capture the form submission data.

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3. Test Your Form Submission

With the workflow set up, it’s time to test the Formstack integration. Open your Formstack job application form and fill it out with test data. Ensure that you include the WhatsApp number with the correct country code. using Pabbly Connect

Once you submit the form, return to Pabbly Connect to see if the data has been captured successfully. You should see the details filled in from the form submission in your Pabbly Connect dashboard.

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4. Connect to WhatsApp Cloud API

Next, set up the action step to send a WhatsApp message using the WhatsApp Cloud API. Choose ‘Send Template Message’ as the action event in Pabbly Connect. using Pabbly Connect

• Provide your WhatsApp Cloud API details, including Token, Phone Number ID, and Business Account ID.
• Select the message template you created on WhatsApp Cloud API.
• Map the recipient’s mobile number from the Formstack submission data.

Click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully to the form submitter.

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5. Conclusion: Automate Your Communication

By following these steps, you can automate the process of sending WhatsApp messages to individuals who submit forms through Formstack. This integration using Pabbly Connect not only saves time but also enhances communication efficiency.

With the power of Pabbly Connect, you can build similar automations between various applications, ensuring that your workflows are smooth and effective.

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In this tutorial, we demonstrated how to integrate Formstack with WhatsApp using Pabbly Connect for seamless communication upon form submission. This automation can significantly improve your response time and engagement with users.

Learn how to instantly deliver PDF files to customers on WhatsApp after course purchases in WooCommerce using Pabbly Connect. Follow this step-by-step guide. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for WooCommerce Integration

To begin the automation process using Pabbly Connect, you first need to access the Pabbly Connect dashboard. Start by visiting the Pabbly Connect website and signing up for a free account, which offers 100 free automation tasks every month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive like ‘WooCommerce to WhatsApp Automation’ and hit the ‘Create’ button. This initiates the setup for your integration, allowing Pabbly Connect to facilitate the connection between WooCommerce and WhatsApp.

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2. Configuring the Trigger in Pabbly Connect

The next step involves configuring the trigger in Pabbly Connect. Select WooCommerce as your trigger application and choose the event ‘New Order Created’. This event will notify Pabbly Connect whenever a new order is placed in your WooCommerce store.

• Choose WooCommerce as the app.
• Select ‘New Order Created’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your WooCommerce settings in WordPress. Under the WooCommerce plugin, go to ‘Settings’ and then to the ‘Advanced’ tab, where you will find the ‘Webhooks’ option. Click on it and add a new webhook using the copied URL from Pabbly Connect. Name the webhook appropriately and set its status to active.

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3. Capturing Order Data from WooCommerce

After setting up the webhook, it’s time to capture the order data. Return to Pabbly Connect and click on the ‘Recapture Webhook Response’ button. This action prepares the workflow to receive data from your WooCommerce store.

To test this, create a test order in your WooCommerce store. Fill in the necessary customer details, including the WhatsApp number, and complete the order. Once the order is placed, Pabbly Connect will capture the order data, including customer information and the purchased course details.

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4. Filtering Course Purchases for PDF Delivery

To ensure that the PDF file is only sent for specific course purchases, use the filter feature in Pabbly Connect. This step is crucial to avoid sending files for other products.

• Select the filter option in Pabbly Connect.
• Set the condition to check if the line item name equals your course name.
• Save the filter settings to proceed.

This filtering process ensures that only orders for the specified course trigger the PDF delivery, allowing for precise automation tailored to your offerings.

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5. Sending the PDF File via WhatsApp

Now, to send the PDF file to the customer on WhatsApp, add another action in Pabbly Connect. Choose WhatsApp Cloud API as the action application and select ‘Send Template Message’ as the action event.

Connect your WhatsApp account by entering the necessary credentials, including the access token and phone number ID. Map the customer’s WhatsApp number from the captured order data to ensure the message reaches the right recipient. Finally, select the message template you created for sending the PDF file and include the document URL in the message.

After saving the configuration, test the connection. A test message will be sent to the specified WhatsApp number, confirming that your automation is set up correctly. This automation allows you to deliver PDFs instantly and effortlessly to customers upon course purchase.

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Conclusion

Using Pabbly Connect to automate the delivery of PDF files via WhatsApp after course purchases enhances customer satisfaction and saves time. This integration streamlines your workflow, ensuring that every order is processed efficiently without manual intervention.

Learn how to automate certificate creation from Google Forms to Google Docs and send it via WhatsApp using Pabbly Connect. Step-by-step guide included! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To automate the process of generating certificates from Google Forms submissions, you need to access Pabbly Connect. Start by signing up for a free account at Pabbly’s official website. This platform allows you to create workflows that integrate various applications seamlessly.

Once you have created your account, log in to your Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button. Name your workflow something like ‘Google Forms to Google Docs to WhatsApp’ to keep it organized. This workflow will capture form submissions and trigger the certificate generation process.

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2. Integrating Google Forms with Pabbly Connect

In this step, you will set up Google Forms as the trigger for your workflow in Pabbly Connect. Choose Google Forms as the app in the trigger section and select the event ‘New Response Received’. This action will initiate the workflow whenever a user submits a form.

• Select Google Forms as the app.
• Choose the trigger event: New Response Received.
• Copy the Webhook URL provided by Pabbly Connect.

Next, link your Google Form to the Webhook URL. Open your Google Sheets associated with the form submissions, navigate to the Extensions menu, and install the Pabbly Connect VB Hooks add-on. After installation, refresh the spreadsheet and set up the initial configuration by pasting the Webhook URL into the specified field.

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3. Creating Certificates in Google Docs

After setting up the trigger, the next step is to create a certificate using Google Docs. This is where Pabbly Connect shines by allowing you to generate documents based on templates. Choose Google Docs as the app for the action step and select the ‘Create Document from Template’ event.

When prompted, connect your Google account and select the certificate template you created earlier. The template should include placeholders for the recipient’s name, blood group, and date. Map these fields from the previous Google Forms response to ensure that each certificate is personalized correctly.

• Select the Google Docs template for certificates.
• Map the fields: Name, Blood Group, and Date.
• Save and test the action to create a sample certificate.

Once you execute this step, a new certificate will be generated in your Google Drive, confirming that the integration is working as intended.

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4. Sending Certificates via WhatsApp

The final step in this process is to send the generated certificate to the participant’s WhatsApp using the WhatsApp Cloud API. Again, Pabbly Connect makes this easy. You will need to add another action step where you select WhatsApp Cloud API as the app.

In the action event, choose ‘Send Template Message’. Connect your WhatsApp Cloud API account by entering the required credentials, including the phone number ID and the permanent access token. Map the recipient’s WhatsApp number from the Google Forms response to ensure the certificate reaches the correct person.

Select WhatsApp Cloud API as the app. Choose ‘Send Template Message’ as the action event. Map the WhatsApp number and certificate link in the message template.

After configuring this step, test the workflow to confirm that the certificate is sent to the participant’s WhatsApp successfully. This completes the automation process!

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5. Conclusion

By following these steps, you can automate the entire process of generating certificates from Google Forms submissions and sending them via WhatsApp using Pabbly Connect. This integration not only saves time but also enhances the efficiency of your certificate distribution process.

With Pabbly Connect, you can easily manage and automate various workflows, making it a powerful tool for any organization looking to streamline its operations. Start using Pabbly Connect today to take your automation to the next level!

Learn how to automate adding customers to LeadSquared CRM using Pabbly Connect and Razorpay payments. Follow our step-by-step guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To begin automating the addition of customers to LeadSquared CRM using Pabbly Connect, you first need to access the platform. Simply go to your browser and visit Pabbly Connect. If you don’t have an account, click on ‘Sign Up Free’ to create one in just a couple of minutes.

After logging in, click on ‘Create Workflow’ to set up your automation. Name your workflow, for example, ‘Razorpay to LeadSquared’ and click on ‘Create’. This opens your workflow where you will see two sections: the Trigger Window and the Action Window, which are essential for this integration.

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2. Configuring the Trigger with Razorpay

In the Trigger Window of Pabbly Connect, search for the Razorpay app. Choose the trigger event as ‘Payment Captured’. This step is crucial as it allows you to capture payment details whenever a transaction occurs.

• Select Razorpay as the app.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the Webhook URL provided by Pabbly Connect.

Next, navigate to your Razorpay dashboard and go to ‘Settings’. Here, find the ‘Webhooks’ option and add a new webhook using the URL you copied. Select ‘Payment Captured’ as the active event and create the webhook. This links Razorpay with Pabbly Connect, enabling data flow whenever a payment is made.

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3. Making a Test Payment

After setting up the webhook, it’s time to test the integration. Use the Razorpay payment page to make a test payment. Enter the necessary details such as name, email, and phone number of a dummy customer.

• Navigate to your Razorpay payment page.
• Fill in the payment details with a dummy customer’s information.
• Complete the payment process.

Once the payment is processed, return to Pabbly Connect to check if the payment details have been captured. You will see the customer’s information reflecting in the response section, confirming that the integration is working correctly.

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4. Formatting Customer Data for LeadSquared

Now that you have captured the payment details, the next step is to format the customer data for LeadSquared. In the Action Window of Pabbly Connect, search for the ‘Text Formatter’ app and select ‘Split Text’ as the action event.

Map the customer’s full name to the ‘Text to Split’ field and use a space as the separator. This will split the full name into first and last names, which is required by LeadSquared for adding a new lead. Once you have set this up, click on ‘Save and Send Test Request’ to see the split results.

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5. Adding Customer to LeadSquared CRM

With the formatted customer data ready, you can now add the customer to LeadSquared. In the Action Window, search for the LeadSquared app and select ‘Create or Update Lead’ as the action event. Connect your LeadSquared account by providing the necessary API keys. using Pabbly Connect

Map the first name, last name, email, and phone number from the previous steps to the corresponding fields in LeadSquared. Once all fields are mapped, click on ‘Save and Send Test Request’. If successful, the customer will be added as a new lead in your LeadSquared CRM.

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Conclusion

By following this tutorial, you have successfully set up an automation that adds customers to LeadSquared CRM whenever a payment is made through Razorpay using Pabbly Connect. This integration streamlines your workflow and saves you time by eliminating manual data entry.

Utilizing Pabbly Connect for such integrations not only enhances efficiency but also ensures that you never miss capturing important customer details. Try it out and experience the benefits of automation today!

Learn how to automatically create new leads in LeadSquared CRM from WooCommerce orders using Pabbly Connect. Follow this detailed tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WooCommerce Integration

To automatically create new leads in LeadSquared CRM from WooCommerce orders, first, you need to access Pabbly Connect. Begin by visiting the Pabbly website and signing up for a free account if you don’t have one.

Once logged in, navigate to your dashboard. Here, you will click on ‘Create Workflow’, where you can name your workflow, for example, ‘WooCommerce to LeadSquared’. This sets the stage for integrating WooCommerce with LeadSquared using Pabbly Connect.

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2. Setting Up the Trigger for WooCommerce Orders

In this step, you will configure the trigger in Pabbly Connect to respond to new WooCommerce orders. Select WooCommerce as the app in the trigger window and choose ‘New Order Created’ as the trigger event.

• Search for ‘WooCommerce’ in the app selection.
• Choose ‘New Order Created’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, head to your WordPress dashboard, navigate to WooCommerce settings, and click on the ‘Advanced’ tab. Here, you will add a new webhook, naming it appropriately, setting its status to active, and selecting ‘Order Created’ as the topic. Paste the copied URL into the delivery URL field and save the webhook.

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3. Testing the WooCommerce Integration

Now that the webhook is set up, it’s time to test the integration. Place a dummy order in your WooCommerce store by selecting a product and proceeding to checkout. Fill in the required details for a test user.

Once the order is placed, return to Pabbly Connect to check if the order details have been captured. You should see the customer’s information, including name, email, and address, confirming that the connection between WooCommerce and Pabbly Connect is functioning correctly.

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4. Setting Up Action to Create New Lead in LeadSquared

Next, you will set up the action step in Pabbly Connect to automatically create a new lead in LeadSquared. In the action window, search for LeadSquared and select ‘Create or Update Lead’ as the action event.

• Connect your LeadSquared account by entering the required API keys.
• Map the customer details from the WooCommerce order to the corresponding fields in LeadSquared.
• Test the action to ensure the lead is created successfully.

After mapping all necessary fields, including first name, last name, email, phone number, and address, click on ‘Save and Send Test Request’. You should receive a confirmation that the lead has been successfully created in LeadSquared.

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5. Verifying the New Lead in LeadSquared CRM

Finally, verify that the lead has been created in your LeadSquared CRM. Navigate to the Leads section and check if the details of the customer from your WooCommerce order appear as a new lead.

By following these steps, you have successfully automated the process of creating new leads in LeadSquared CRM from WooCommerce orders using Pabbly Connect. This integration saves time and reduces manual entry errors, enhancing your workflow efficiency.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically create new leads in LeadSquared CRM from WooCommerce orders. This integration streamlines your workflow, allowing for efficient lead management without manual data entry.

Learn how to automatically add Shopify customers to LeadSquared CRM using Pabbly Connect with this step-by-step tutorial. Streamline your workflow today! Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Shopify and LeadSquared Integration

To start the integration process between Shopify and LeadSquared CRM, you first need to access Pabbly Connect. This automation platform allows you to create workflows that connect different applications seamlessly. Begin by visiting the Pabbly Connect website and signing up for a free account.

Once you have your account set up, log in to your Pabbly Connect dashboard. From here, you can create a new workflow specifically for integrating Shopify with LeadSquared. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Shopify to LeadSquared’. This sets the stage for the automation process.

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2. Setting Up the Trigger in Pabbly Connect for Shopify

The next step involves configuring the trigger in Pabbly Connect. In the trigger window, search for ‘Shopify’ and select it as the application. For the trigger event, choose ‘New Customer’. This event will initiate the workflow whenever a new customer is added to your Shopify store.

• Choose Shopify as the application.
• Select ‘New Customer’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

After copying the webhook URL, navigate to your Shopify account settings. Under the ‘Notifications’ section, scroll down to find the ‘Webhooks’ option. Click on ‘Create Webhook’ and paste the copied URL into the URL field. Select ‘Customer Creation’ as the event and set the format to JSON. Save the webhook to establish the connection between Shopify and Pabbly Connect.

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3. Adding Customers to Shopify and Testing the Trigger

With the trigger set up, the next step is to add a new customer to your Shopify store. Go to the ‘Customers’ page in your Shopify admin and click on the ‘Add Customer’ button. Fill in the customer details, such as name, email, and phone number, and save the new customer.

Once you save the customer, return to your Pabbly Connect dashboard. You should see a response in the trigger window indicating that the customer data has been successfully received. This confirms that your Shopify store is now integrated with Pabbly Connect and is sending customer information correctly.

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4. Setting Up the Action to Create a Lead in LeadSquared

Now that the trigger is working, it’s time to set up the action in Pabbly Connect to create a lead in LeadSquared. In the action window, search for ‘LeadSquared’ and select it. For the action event, choose ‘Create or Update Lead’.

• Select LeadSquared as the application.
• Choose ‘Create or Update Lead’ as the action event.
• Connect your LeadSquared account by entering the required API keys.

To obtain the API keys, log in to your LeadSquared account, navigate to the settings, and find the API and Webhooks section. Copy the access key, secret key, and API host, and paste them into the corresponding fields in Pabbly Connect. After saving the connection, map the customer details received from Shopify to the relevant fields in LeadSquared, such as first name, last name, email, and phone number.

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5. Testing the Integration and Finalizing the Setup

After mapping the fields, it’s crucial to test the integration to ensure everything is functioning correctly. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will send the mapped data to LeadSquared and create a new lead.

Once the test is successful, navigate to your LeadSquared account to verify that the new lead has been created. You should see the customer details matching what you entered in Shopify. This confirms that the automation is working flawlessly and that new customers are automatically added to LeadSquared CRM through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automatically add Shopify customers to LeadSquared CRM using Pabbly Connect. By following the steps outlined, you can streamline your workflow and ensure that all customer information is captured efficiently. This integration not only saves time but also enhances your customer management process.