Author: Nitin Maheshwari

Learn how to automatically share your medical and health care brochure to Facebook Lead Ads on WhatsApp using Pabbly Connect in this detailed step-by-step tutorial.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To automatically share your medical and health care brochure via WhatsApp, you first need to set up Pabbly Connect. Start by visiting the Pabbly Connect dashboard. You can sign up for a free account at Pabbly.com/connect.

Once signed up, log in to your Pabbly Connect account. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Facebook Leads to WhatsApp Integration.’ This will be the foundation for automating your brochure sharing process.

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2. Configuring the Trigger for Facebook Lead Ads

The next step involves configuring the trigger for your workflow using Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger app and choose the ‘New Lead Instant’ event. This event will activate whenever a new lead is captured through your Facebook lead ad.

• Connect your Facebook account.
• Select the Facebook page where your lead ad is running.
• Choose the lead generation form associated with the ad.

After saving your settings, use the Facebook Lead Ads testing tool to create a test lead. This will help you ensure that your integration is functioning correctly and that Pabbly Connect can capture lead data accurately.

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3. Sending Messages via WhatsApp Cloud API

Once you have successfully captured lead data, the next step involves sending a WhatsApp message using the Cloud API. In this step, you will configure the action in Pabbly Connect to send messages through WhatsApp.

• Select ‘WhatsApp Cloud API’ as the action app.
• Choose the action event ‘Send Template Message’.
• Connect your WhatsApp Cloud API account using the provided access token and business account ID.

After successfully connecting, select the message template that you have created for sending brochures. This template should include dynamic fields that will personalize the message for each lead.

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4. Formatting the WhatsApp Message with Brochure Link

In this step, you will format the WhatsApp message to include the brochure link. Using Pabbly Connect, you can map the lead’s details and the brochure URL into the message template.

Map the recipient’s WhatsApp number from the lead data. Insert the brochure document URL as the header document in the message. Fill in dynamic fields such as the lead’s name and your business name.

After populating all necessary fields, test the message delivery to ensure it works as intended. This will demonstrate how Pabbly Connect automates the process of sending personalized brochures via WhatsApp.

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5. Finalizing Your Automation Workflow

Now that you have set up the entire workflow in Pabbly Connect, it’s time to finalize and activate your automation. Ensure that all steps are correctly configured, and then save the workflow.

By doing so, every time a new lead is generated from your Facebook Lead Ads, the brochure will automatically be sent via WhatsApp without any manual intervention. This automation not only saves time but also enhances your marketing efforts.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically share your medical and health care brochure with leads generated from Facebook Lead Ads via WhatsApp. By following these steps, you can streamline your communication and improve your outreach effectively.

Learn how to automate sending job alerts to candidates on WhatsApp using Pabbly Connect and Recruitee. Follow this step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

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1. Setting Up Pabbly Connect for Job Alerts

To send job alerts to candidates on WhatsApp, you’ll first need to set up Pabbly Connect. Start by visiting the Pabbly Connect dashboard. You can create a free account at Pabbly.com/connect, which gives you access to 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Recruiting to WhatsApp Automation’. This workflow will handle the automation process, connecting Recruitee with WhatsApp through Pabbly Connect.

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2. Creating the Trigger with Recruitee

The next step involves setting up the trigger in Pabbly Connect. Choose Recruitee as your trigger application and select the event ‘Job is Published’. This event will initiate the workflow whenever a new job is posted.

• Select Recruitee from the app list.
• Choose the trigger event: Job is Published.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to Recruitee’s settings to set up the webhook. Under ‘Apps and Plugins’, add a new webhook and paste the copied URL. Ensure that the trigger is set to send data when a job is published, then verify and create the webhook.

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3. Capturing Job Data from Recruitee

After setting up the trigger, it’s time to capture the job data. Click on the ‘Recapture Webhook Response’ button in Pabbly Connect. This allows you to test the connection by creating a sample job in Recruitee.

Create a new job by filling in the necessary details such as job title, department, and description. After publishing the job, return to Pabbly Connect to see if the job data appears correctly in the response.

• Ensure all job details are filled out accurately.
• Click ‘Publish’ to finalize the job.
• Check the response in Pabbly Connect for job details.

This data will be used to send alerts to candidates via WhatsApp.

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4. Connecting Google Sheets to Retrieve Candidate Data

Now, integrate Google Sheets to retrieve candidate information. In Pabbly Connect, select Google Sheets as your action application and choose the ‘Get Rows’ action event. This will pull candidate data from your specified spreadsheet.

Connect your Google Sheets account and select the appropriate spreadsheet and sheet name where candidate data is stored. Define the data range that includes the candidates’ WhatsApp numbers.

Select the correct Google Sheet containing candidate details. Define the range of data to be retrieved. Test the connection to ensure data is fetched correctly.

After retrieving the candidate data, you can proceed to send WhatsApp messages to each candidate using the information gathered.

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5. Sending WhatsApp Alerts to Candidates

To send alerts, you will need to connect the WhatsApp Cloud API through Pabbly Connect. Choose the WhatsApp Cloud API as your action app and select the ‘Send Template Message’ action event. Connect to your WhatsApp account using the required credentials.

Map the WhatsApp number from the candidate data retrieved earlier and select your message template. Ensure that your message includes dynamic fields to personalize each alert based on the job details.

Map the recipient’s WhatsApp number correctly. Select the message template for job alerts. Test the message sending process to verify functionality.

Once everything is set up, your automation will send job alerts to candidates automatically whenever a new job is published in Recruitee.

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Conclusion

Using Pabbly Connect, you can effortlessly automate the process of sending job alerts to candidates on WhatsApp. This integration not only saves time but also enhances communication efficiency between recruiters and potential candidates. By following the steps outlined above, you can set up this automation quickly and effectively.

Learn how to send donation request links on WhatsApp for nonprofit organizations using Pabbly Connect. Step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

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1. Accessing Pabbly Connect for Your Nonprofit Organization

To begin sending donation request links via WhatsApp, you first need to access Pabbly Connect. This integration platform allows seamless automation between various applications. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect, where you can create your account and log in.

Once logged in, you can create a new workflow by clicking on the ‘Create Workflow’ button. Give your workflow a descriptive name, such as ‘Send Donation Links to Donors on WhatsApp.’ After naming, click the ‘Create’ button to load your workflow page. This is where you will set up the automation process to send donation links to your donors.

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2. Setting Up the Trigger with Donately

In this step, you will configure the trigger for your workflow using Pabbly Connect. The trigger event will be the creation of a new campaign in the Donately application. Choose Donately from the ‘Choose App’ dropdown and select the ‘New Campaign’ trigger event.

• Select Donately as the application.
• Choose the trigger event ‘New Campaign’.
• Connect your Donately account using your API token.

To find your API token, navigate to your Donately account settings and locate the API section. Copy the token and paste it into the designated field in Pabbly Connect. Leave the password field blank and click ‘Save’ to establish the connection.

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3. Capturing Donor Data from Google Sheets

Next, you will configure Pabbly Connect to capture donor data from Google Sheets. This is essential for sending personalized donation request links via WhatsApp. Choose Google Sheets as your next application in the action step.

Select the ‘Get Rows’ action event to retrieve donor information. Connect to your Google Sheets account and select the spreadsheet that contains your donor details. Specify the range of data, ensuring it includes names and WhatsApp numbers of your donors.

• Select the spreadsheet containing donor information.
• Define the range of cells to retrieve donor data.
• Toggle the simple response button off for detailed data format.

After setting this up, click ‘Save and Send Test Request’ to capture a sample of the donor data, which will be used in the subsequent steps.

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4. Sending WhatsApp Messages Using Cloud API

Now, you will set up the action to send WhatsApp messages using the Cloud API. In this step, choose WhatsApp Cloud API as the application. For the action event, select ‘Send Template Message’ and establish a new connection. using Pabbly Connect

To connect, you will need a permanent access token, phone number ID, and business account ID, all of which can be found in your Cloud API settings. Once connected, select the message template you created earlier for sending donation requests.

Map the recipient’s mobile number from the donor data captured. Insert dynamic fields in the message template for personalization. Test the message by sending it to a sample WhatsApp number.

After mapping all necessary fields, click ‘Save and Send Test Request’ to send a test message. You should see the response confirming that the message was sent successfully.

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5. Automating the Process for Future Campaigns

Once your workflow is set up in Pabbly Connect, it will automatically send WhatsApp messages to your donors whenever a new campaign is created in Donately. This automation saves time and ensures that your donors receive timely updates about fundraising efforts.

To finalize your setup, ensure that all connections are saved properly. You can reuse the same workflow for future campaigns by simply creating new campaigns in Donately. The WhatsApp messages will be sent automatically to the contacts in your Google Sheets.

With this automation, you can focus on your nonprofit’s goals while Pabbly Connect handles the communication with your donors. This setup is beneficial for any nonprofit organization looking to streamline their donation requests.

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Conclusion

In conclusion, using Pabbly Connect allows nonprofit organizations to efficiently send donation request links on WhatsApp. This tutorial outlines the steps to automate the process, ensuring timely communication with donors and enhancing fundraising efforts.

Learn how to send coupon codes to VBOUT contacts when they abandon a cart on Shopify using Pabbly Connect. Follow our step-by-step tutorial for seamless integration.

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1. Introduction to Pabbly Connect for Shopify and VBOUT Integration

Pabbly Connect serves as the central automation platform that allows you to send coupon codes to customers who abandon their carts on Shopify. This integration not only helps recover lost sales but also enhances customer retention by providing timely incentives.

To set up this automation, you will first need to access Pabbly Connect and create a new workflow. This process requires no coding skills and can be completed through a user-friendly interface.

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2. Setting Up Pabbly Connect Workflow

To begin, log in to your Pabbly Connect account and click on the ‘Create Workflow’ button. Name your workflow something like ‘Send Coupon Codes to VBOUT Contacts on Cart Abandonment.’ This name will help you identify the workflow later.

• Click on the ‘Create’ button to load your workflow page.
• Choose Shopify as your trigger application.
• Select the ‘New Abandoned Checkout’ event.

After selecting the trigger, you will be prompted to connect your Shopify account. Follow the on-screen instructions to authorize Pabbly Connect to access your Shopify store. This connection will allow the automation to trigger when a cart is abandoned.

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3. Capturing Abandoned Cart Details from Shopify

Once your Shopify account is connected, Pabbly Connect will automatically check for abandoned carts every 10 minutes. To test this, add a product to your cart on Shopify and proceed to the checkout page without completing the purchase.

After abandoning the cart, return to Pabbly Connect and click on ‘Save and Send Test Request.’ This action will fetch the details of the abandoned cart, including customer email and product information, which will be used for sending coupon codes later.

• Ensure that the test request returns the correct customer details.
• Verify that the email address and product information are accurate.

With the abandoned cart details captured, you can now proceed to the next step of fetching coupon codes from Google Sheets.

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4. Fetching Coupon Codes from Google Sheets

In this step, you will integrate Google Sheets with Pabbly Connect to retrieve coupon codes for your customers. Start by adding a new action step and selecting Google Sheets as the application.

Choose the ‘Get Row’ action event to fetch the coupon code based on the sequential order. Connect your Google Sheets account and specify the spreadsheet and sheet names where your coupon codes are stored.

Map the row number using a counter to ensure sequential coupon code distribution. Test the connection to ensure the coupon code is fetched correctly.

With the coupon code retrieved, you can now create the coupon in Shopify and send it to the customer.

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5. Sending Coupon Code to VBOUT Contacts

Now that you have the coupon code, the next step is to check if the customer exists in your VBOUT application. Add another action step and select VBOUT, then choose the ‘Get Contact by Email’ action event. using Pabbly Connect

Map the customer email from the Shopify trigger to verify their existence in VBOUT. If the contact exists, you can proceed to update their information with the coupon code.

Use the ‘Update Contact’ action in VBOUT to assign the coupon code. Map the appropriate fields to ensure the coupon code is added to the contact’s profile.

Finally, send an email to the customer using Gmail, mapping their email address and including the coupon code in the email content. This completes the automation process, ensuring customers receive their coupon codes promptly.

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Conclusion

Using Pabbly Connect to send coupon codes to VBOUT contacts upon cart abandonment on Shopify streamlines your sales recovery process. This automation not only saves time but also enhances customer engagement, ultimately leading to increased sales.

By following the steps outlined in this tutorial, you can effectively implement this integration and ensure that your customers receive timely incentives to complete their purchases. Start using Pabbly Connect today to maximize your e-commerce success!

Learn how to create coupon codes in Shopify and send them to Vbout customers using Pabbly Connect for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Shopify and Vbout Integration

To start creating coupon codes in Shopify and sending them to Vbout customers, you will first need to access Pabbly Connect. Go to Pabbly’s website and sign in to your account. Once signed in, navigate to the Pabbly Connect dashboard.

Here, click on the ‘Create Workflow’ button located at the top right corner. Name your workflow something descriptive, like ‘Shopify to Vbout Integration’. This sets the stage for connecting your applications seamlessly through Pabbly Connect.

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2. Connecting Google Sheets as the Trigger in Pabbly Connect

In this step, we will set up Google Sheets as the trigger app in Pabbly Connect. Select Google Sheets from the options available. The trigger event you want to choose is ‘New or Updated Spreadsheet Row’. This event will monitor your Google Sheets for any new rows added or updated.

• Copy the webhook URL provided by Pabbly Connect.
• Open your Google Sheet and navigate to Extensions.
• Select Pabbly Connect Webhooks and then Initial Setup.
• Paste the webhook URL and set the trigger column as the last column (e.g., D).

Once you have completed these steps, send a test request to verify that Pabbly Connect is receiving data from your Google Sheets. This integration is crucial as it allows Pabbly Connect to capture customer details and coupon codes automatically.

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3. Filtering Approved Customers for Coupon Code Generation

Next, you’ll need to filter the customers who are approved for receiving coupon codes. In Pabbly Connect, click on the plus button to add a filter step. This step ensures that only approved customers receive the coupon codes.

Set the condition in the filter to ensure that the ‘Approved’ field equals ‘Yes’. This will allow Pabbly Connect to process only those customers who are eligible for the coupon codes. After setting up the filter, save and send a test request to confirm that the condition is working correctly.

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4. Creating Discount Code in Shopify through Pabbly Connect

Now that you have filtered the approved customers, it’s time to create the discount code in Shopify. In Pabbly Connect, add an action step and select Shopify as the application. Choose the action event ‘Create Discount Code’.

Connect to your Shopify account by providing the required API credentials. You can find these credentials in your Shopify admin panel under Settings > Apps and Sales Channels > Develop Apps. Once you have set up the connection, map the required fields such as the discount code from your Google Sheets.

• Copy the Admin API access token and Subdomain from Shopify.
• Map the discount code from the Google Sheets to the respective field in Shopify.
• Save and send a test request to ensure the discount code is created successfully.

This integration allows Pabbly Connect to automate the process of generating discount codes in Shopify for your approved customers.

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5. Sending Coupon Code to Customers via Gmail

The final step involves sending the generated coupon code to the customers via Gmail. In Pabbly Connect, add another action step and select Gmail as the application. Choose the action event ‘Send Email’.

Connect your Gmail account and map the recipient’s email address from Google Sheets. You can customize the email subject and body to include the coupon code and a personalized message. Once you have set everything up, save and send a test request to confirm that the email is sent successfully.

This step completes the integration process, allowing Pabbly Connect to efficiently send coupon codes to your customers, enhancing your marketing efforts.

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Conclusion

In this tutorial, we explored how to create coupon codes in Shopify and send them to Vbout customers using Pabbly Connect. By integrating Google Sheets, Shopify, and Gmail, you can automate your coupon code distribution process effectively. This not only saves time but also ensures that your customers receive their codes promptly.

Learn how to automate invoice creation in Xero when a payment is made in Thrivecart using Pabbly Connect. Follow our step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Thrivecart with Xero using Pabbly Connect, first, visit the Pabbly website. You will need to sign in to your account by clicking on the ‘Sign In’ button at the top right corner. If you don’t have an account, you can create one for free.

Once logged in, navigate to Pabbly Connect and click on the blue ‘Create Workflow’ button. This will allow you to set up a new integration workflow. Name your workflow something descriptive, like ‘Thrivecart to Xero Invoice Creation’ to keep your integrations organized.

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2. Setting Up the Trigger Event in Pabbly Connect

The next step involves selecting Thrivecart as your trigger application. In the trigger event section, choose ‘Product Purchase’ as the event type. This means that every time a product is purchased in Thrivecart, it will trigger the workflow. using Pabbly Connect

• Select ‘Thrivecart’ as the application.
• Choose ‘Product Purchase’ as the trigger event.
• Connect your Thrivecart account by entering the API key.

To obtain the API key, go to your Thrivecart dashboard, click on ‘Settings,’ then navigate to ‘API and Webhooks.’ Create a new API key by naming it appropriately and copying it into Pabbly Connect. Once saved, test the trigger to ensure it is receiving data correctly.

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3. Formatting Date and Time for the Invoice

After setting up the trigger, the next step is to format the date for the invoice due date. In Pabbly Connect, click on the plus button to add a new action and select ‘Date and Time Formatter.’ This step is crucial for ensuring that the invoice due date is set correctly.

• Select ‘Modify Current Date’ as the action type.
• Set the due date to be two days from the current date.
• Save and send a test request to confirm the date formatting.

Once you have confirmed that the due date is set correctly, you can proceed to the next step of creating the invoice in Xero using Pabbly Connect.

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4. Creating the Invoice in Xero

Now it’s time to set up the action event to create an invoice in Xero. In Pabbly Connect, select Xero as your action application and choose ‘Create Invoice’ as the action event. This step automates the process of generating an invoice every time a payment is made in Thrivecart.

Connect your Xero account by entering the Client ID and Secret Key. Fill out the required fields such as customer name, invoice number, and due date. Map the fields from Thrivecart to Xero correctly.

Ensure all relevant data is mapped correctly, including line items and amounts, to create a comprehensive invoice. After mapping, save and send a test request to verify that the invoice is created successfully in Xero.

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5. Verifying Invoice Creation in Xero

Once you have completed the setup in Pabbly Connect, it’s essential to verify that the invoice has been created in your Xero account. Navigate to the invoices section in Xero and check for the newly created invoice corresponding to the recent Thrivecart purchase.

If everything is set up correctly, you should see the invoice with the customer’s details and purchase information. This confirms that the integration works seamlessly, allowing for automated invoice generation whenever a payment is made in Thrivecart.

By using Pabbly Connect, you have successfully automated the process of creating invoices in Xero from Thrivecart payments, saving time and reducing manual errors in your invoicing process.

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Conclusion

In this tutorial, we explored how to automate invoice creation in Xero when a payment is made in Thrivecart using Pabbly Connect. By following these steps, you can streamline your invoicing process and enhance efficiency in your business operations.

Learn how to automatically add new Salesforce contacts to Xero using Pabbly Connect. Follow our step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Salesforce and Xero Integration

To integrate Salesforce with Xero using Pabbly Connect, start by visiting the Pabbly Connect dashboard. Simply search for ‘Pabbly.com/connect’ in your browser and sign up for a free account or log in if you already have one.

Once logged in, click on ‘Create Workflow’ and name your workflow, for instance, ‘Salesforce to Xero’. This sets the stage for the automation process where Pabbly Connect will facilitate the integration between the two applications.

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2. Setting Up the Trigger with Salesforce in Pabbly Connect

In your newly created workflow in Pabbly Connect, you will first set up a trigger. Search for ‘Salesforce’ in the trigger app section, and select it. Choose the trigger event as ‘New Contact’. This tells Pabbly Connect to watch for new contacts created in Salesforce.

Next, click on ‘Connect’ and select ‘Add New Connection’. If you are already logged into Salesforce, Pabbly Connect will automatically detect your account. Just authorize the connection by clicking ‘Allow’. Now, whenever a new contact is created in Salesforce, Pabbly Connect will capture this event.

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3. Creating a Contact in Xero Using Pabbly Connect

Now that you have established the trigger with Salesforce, the next step is to send this data to Xero to create a contact. In the action window of Pabbly Connect, search for ‘Xero’ and select it. Choose the action event as ‘Create a Contact’.

Click on ‘Connect’ and select ‘Add New Connection’. You will need to enter the client ID and client secret from your Xero developer app. To create this app, go to the Xero developers page, log in, and click on ‘My Apps’. Create a new app and fill in the required details including the application URL and redirect URI. Once the app is created, you can find the client ID and secret in the app settings.

• Log in to Xero and navigate to the developers page.
• Create a new app and note the client ID and secret.
• Paste the client ID and secret back into Pabbly Connect.

After entering the details, click ‘Save’ to establish the connection. You will then be prompted to allow access to your Xero account.

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4. Mapping Data from Salesforce to Xero in Pabbly Connect

With the connection established, it’s time to map the data from Salesforce to Xero. In the action window of Pabbly Connect, you will see fields for contact details. Here, you can map the contact name, first name, last name, email, and phone number from the Salesforce trigger response.

To map the data, click on the respective fields and select the corresponding responses from Salesforce. For example, map the full name to the contact name field, the first name to the first name field, and so on. This ensures that the correct information is sent to Xero when a new contact is created in Salesforce.

• Map the contact name to the contact name field.
• Map the first name and last name accordingly.
• Ensure the phone number is also mapped correctly.

After mapping the necessary fields, click ‘Save and Send Test Request’ to verify that the contact is successfully created in Xero.

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5. Verifying the Integration Between Salesforce and Xero

Once you have sent the test request, you should receive a positive response indicating that the contact has been successfully created in Xero. To verify this, log into your Xero account and navigate to the contacts page. You should see the new contact that was created based on the information from Salesforce.

This confirms that the integration is working perfectly through Pabbly Connect. The automation ensures that every time a new contact is added in Salesforce, it will automatically be reflected in Xero without any manual effort. This not only saves time but also reduces the chances of errors in data entry.

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Conclusion

In this tutorial, we explored how to automatically add new Salesforce contacts to Xero using Pabbly Connect. By following the steps outlined, you can streamline your workflow and enhance productivity. Automating this process saves time and ensures data consistency across platforms.

Learn how to automatically add Jira issues as tasks in Salesforce using Pabbly Connect. Follow this detailed guide for seamless integration. 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 start the integration process between Jira and Salesforce, first, you need to access Pabbly Connect. Go to your browser and search for ‘Pabbly.com/connect’. Sign up for a free account if you don’t have one, or log in to your existing account.

Once you are on the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow, for instance, ‘Jira to Salesforce’, and hit ‘Create’. This sets the stage for your automation process.

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2. Setting Up Trigger for New Jira Issues

In this step, we will configure the trigger in Pabbly Connect to capture new issues created in Jira. In the trigger window, search for the app ‘Jira’ and select it. Then, choose the trigger event as ‘Configure Webhook’.

• Select ‘Configure Webhook’ as the trigger event.
• Copy the provided webhook URL from Pabbly Connect.
• Go to your Jira account, navigate to settings, and select ‘Webhooks’.

After creating the webhook in Jira, paste the copied URL and select the ‘Issue Created’ event. Save the configuration, and you have successfully set up the trigger!

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3. Creating a Test Issue in Jira

Now, let’s create a test issue in Jira to see if the integration works. Go back to your Jira dashboard and click on ‘Create’. Fill in the project details, issue type, summary, and description. For example, set the issue type as ‘Bug’ and provide a summary like ‘Fix mapping button’.

Once you fill out the necessary fields, click ‘Create’. This action will trigger the webhook we set up earlier, sending the issue details to Pabbly Connect. You can check the response in the trigger window of Pabbly Connect to ensure it captured the details correctly.

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4. Setting Up Action to Create Task in Salesforce

Next, we will set up the action in Pabbly Connect to create a task in Salesforce based on the Jira issue. In the action window, search for ‘Salesforce’ and select it. Choose ‘Create Task’ as the action event.

• Connect your Salesforce account to Pabbly Connect.
• Map the summary and description from the Jira issue to the task fields in Salesforce.
• Set the due date and status for the task as per your requirements.

After mapping all the necessary fields, click ‘Save and Send Test Request’. This will create a new task in Salesforce with the details from the Jira issue, completing the integration process.

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5. Verifying the Integration Success

To ensure that the integration is successful, go to your Salesforce account and check the tasks. You should see a new task created with the details from the Jira issue you created earlier. This confirms that Pabbly Connect has successfully integrated Jira and Salesforce.

Repeat the process by creating another issue in Jira and verify that it automatically creates a corresponding task in Salesforce. This real-time automation saves time and minimizes manual errors.

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Conclusion

In this tutorial, we explored how to automatically add Jira issues as tasks in Salesforce using Pabbly Connect. By following these steps, you can streamline your workflow and enhance productivity in your team. Automating this process eliminates repetitive tasks and ensures that all issues are tracked efficiently.

Learn how to automate the creation of Salesforce contacts using Pabbly Connect when a payment is made through Instamojo. Step-by-step guide included. 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 Salesforce and Instamojo Integration

To automate the process of adding contacts in Salesforce when receiving payments through Instamojo, start by accessing Pabbly Connect. Go to your browser and enter Pabbly.com/connect to reach the Pabbly Connect dashboard.

If you don’t have an account, sign up for free by clicking on Sign Up Free. If you already have an account, simply log in. Once logged in, click on Create Workflow to begin setting up the integration.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to connect Instamojo and Salesforce using Pabbly Connect. Name your workflow, for instance, Instamojo to Salesforce, and click on Create.

• Select the trigger app as Instamojo.
• Choose the trigger event as New Sale.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will integrate it with your Instamojo account to capture payment details. This setup ensures that every new payment triggers the workflow.

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3. Integrating Instamojo with Pabbly Connect

Now that the workflow is created, navigate to your Instamojo dashboard. Here, either create a new payment link or use an existing one. For a new link, click on Create New and select Smart Link.

• Enter a name for your payment page, e.g., PHP Course.
• Set a price for the course, e.g., 99 INR.
• In the Smart Action section, select Add Webhook and paste the copied webhook URL.

Once this is done, every payment made through the link will automatically trigger the workflow in Pabbly Connect.

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4. Testing the Integration with a Dummy Payment

To ensure everything is set up correctly, test the integration by making a dummy payment through the payment link created in Instamojo. Enter customer details such as name, email, and phone number, and proceed with the payment.

Once the payment is successful, return to Pabbly Connect and check the trigger response. You should see the payment ID, status, and other relevant details captured from Instamojo.

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5. Creating a Contact in Salesforce Using Pabbly Connect

After retrieving payment details, the next step is to create a contact in Salesforce. In your Pabbly Connect workflow, add a new action step and select Salesforce as the app.

Choose the action event as Create Contact. Connect your Salesforce account by authorizing Pabbly Connect, then map the customer details from the payment response to the respective fields in Salesforce.

Map the first name and last name separately, as Salesforce requires these fields. Include the customer’s phone number and email address.

Once all details are mapped, click on Save and Send Test Request. Verify in Salesforce that the new contact has been created successfully.

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Conclusion

By following the steps outlined, you can effortlessly automate the process of adding contacts in Salesforce whenever a payment is received through Instamojo using Pabbly Connect. This integration saves time and reduces manual errors, enhancing your workflow efficiency.

Learn how to automatically add Zoom meeting and webinar registrants to Salesforce using Pabbly Connect. Step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start using Pabbly Connect for integrating Zoom with Salesforce, first access the Pabbly Connect dashboard. Simply navigate to your browser and enter the URL Pabbly.com/connect. Once on the landing page, click on ‘Sign Up Free’ to create an account, or log in if you already have one.

After logging in, you will see the dashboard where you can create a new workflow. Click on ‘Create Workflow’ and name it something relevant like ‘Zoom to Salesforce’. This setup will allow you to automate the process of adding registrants from Zoom meetings and webinars directly into Salesforce.

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2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger in Pabbly Connect to capture new Zoom registrants. Start by selecting Zoom as the application in the trigger window. For the trigger event, choose ‘Configure Webhook’. This will generate a webhook URL which you need to connect Zoom with Pabbly Connect.

• Select Zoom as the app.
• Choose ‘Configure Webhook’ as the trigger event.
• Copy the generated webhook URL.

Next, head to your Zoom account, navigate to the App Marketplace, and build a new app. Choose ‘Webhook Only’ and paste the copied webhook URL in the event notification endpoint. Add the events for meeting registration and webinar registration as required. This connection allows Pabbly Connect to receive data whenever a new registrant signs up.

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3. Creating the Action in Salesforce

Now that we have set up the trigger, it’s time to create the action that will send registrant data to Salesforce using Pabbly Connect. In the action window, select Salesforce as your application and choose ‘Create Contact’ as the action event. This step is crucial for adding new registrants as contacts in Salesforce.

Connect your Salesforce account by allowing necessary permissions. Once connected, map the fields from the Zoom registrant data to the Salesforce contact fields. This includes the first name, last name, email, and phone number. For fields that are not mandatory, you can skip them.

• Map the last name from Zoom to Salesforce.
• Map the first name and email similarly.
• After mapping, click on ‘Save and Send Test Request’.

This will create a new contact in Salesforce, confirming that the integration works successfully. You can verify by checking the contacts section in your Salesforce account.

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4. Testing the Zoom to Salesforce Integration

With the integration set up, it’s essential to test it to ensure everything works as expected. Use Zoom to create a test registrant for your meeting. Once the registration is complete, Pabbly Connect will capture the details and automatically send them to Salesforce.

After registering a test user, return to your Salesforce account and refresh the contacts page. You should see the new registrant added as a contact. This confirms that the automation is functioning properly and that every new registrant will automatically be added to Salesforce moving forward.

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5. Conclusion and Benefits of Using Pabbly Connect

In conclusion, using Pabbly Connect to automate the addition of Zoom meeting and webinar registrants to Salesforce streamlines your workflow significantly. This integration eliminates the need for manual entry, saving time and reducing errors.

By following the steps outlined in this tutorial, you can easily set up this automation for your business needs. With Pabbly Connect, you can also explore additional integrations with other applications, enhancing your overall productivity.

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In this tutorial, we explored how to use Pabbly Connect for automating the addition of Zoom meeting and webinar registrants to Salesforce. This integration not only saves time but also ensures that your leads are nurtured efficiently.