Author: Nitin Maheshwari

Learn how to seamlessly integrate IndiaMART leads into Salesforce for your advertising agency using Pabbly Connect. Follow this step-by-step tutorial for efficient lead management. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To start integrating IndiaMART leads into Salesforce, the first step is to access Pabbly Connect. Simply open your browser and type Pabbly.com/connect. This will direct you to the Pabbly Connect dashboard where you can either sign in or sign up for free.

If you are new, click on the ‘Sign Up for Free’ button to create an account. Existing users can click on ‘Sign In’ to access their dashboard. After signing in, locate the Pabbly Connect option among the available tools and click on ‘Access Now’ to start creating your workflow.

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2. Create a New Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, click on the button labeled ‘Create Workflow’. You will be prompted to name your workflow and select a folder to save it in. For this integration, name your workflow ‘Add IndiaMART Leads to Salesforce’.

After naming the workflow, click on the ‘Create’ button. This will open the workflow window where you can set up the trigger and action. In this case, the trigger will be IndiaMART, which means that whenever a new lead is added in IndiaMART, it will trigger the action to add that lead to Salesforce.

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3. Set Up Trigger with IndiaMART in Pabbly Connect

In the workflow window, click on the ‘Choose App’ option and select Pabbly Connect as your trigger application. Next, select the trigger event as ‘New Leads’. You will be provided with a webhook URL that is essential for connecting IndiaMART with Pabbly Connect.

Copy the webhook URL and log in to your IndiaMART account. Navigate to the Lead Manager section, select ‘Import/Export Leads’, then click on ‘Push API’. In the source dropdown, choose ‘Other’ and enter ‘Pabbly Connect’ as the CRM platform name. Paste the copied webhook URL in the designated field and save the details. This establishes the connection between IndiaMART and Pabbly Connect.

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4. Set Up Action to Add Leads to Salesforce

With the trigger set, the next step is to configure the action that will add leads to Salesforce. In the workflow, select Salesforce as the action application. For the action event, choose ‘Create Lead’. You will then need to connect your Salesforce account with Pabbly Connect.

Click on ‘Connect’ and allow Pabbly Connect the necessary permissions to access your Salesforce account. Once connected, you will need to map the lead details from IndiaMART to the corresponding fields in Salesforce. This includes mapping the sender’s name, phone number, and any other relevant details. After mapping, click on ‘Send Test Request’ to verify that the integration is working correctly.

• Select ‘Salesforce’ as your action application.
• Choose ‘Create Lead’ as the action event.
• Map lead details from IndiaMART to Salesforce fields.

After sending the test request, check your Salesforce account to confirm that the lead has been added successfully. If everything is set up correctly, you will see the new lead populated with the details received from IndiaMART.

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5. Conclusion: Automate Your Lead Management with Pabbly Connect

Integrating IndiaMART leads into Salesforce using Pabbly Connect streamlines your lead management process for your advertising agency. By following these steps, you can ensure that every new lead is captured automatically, allowing your sales team to follow up quickly and efficiently.

This automation not only saves time but also enhances the accuracy of your lead tracking. With Pabbly Connect, you can focus on converting potential clients into paying customers without the hassle of manual data entry.

By utilizing Pabbly Connect, your advertising agency can improve its operational efficiency and ensure that no lead goes unnoticed. Start automating your workflows today!

Learn how to automate the creation of HubSpot contacts from Cashfree payments using Pabbly Connect. Step-by-step tutorial 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.

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1. Accessing Pabbly Connect for HubSpot and Cashfree Integration

To start automating the creation of HubSpot contacts on Cashfree payments, access Pabbly Connect. This platform simplifies the integration process between your payment gateway and CRM.

First, navigate to the Pabbly Connect website. If you’re new, sign up for a free account. Existing users can log in to their accounts to proceed.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This initiates the setup for your automation.

A dialog box will appear prompting you to name your workflow and select a folder. Name it ‘Create HubSpot Contact on Cashfree Payment’ and choose an appropriate folder to save it in.

• Click on the ‘Create’ button to finalize your workflow setup.
• You will now see two sections: Trigger and Action.

This setup is crucial as it lays the foundation for the automation process.

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3. Setting Up the Trigger for Cashfree Payments

In the Trigger section, select Cashfree as the application. This is where Pabbly Connect captures payment events from Cashfree.

Choose the trigger event as ‘Payment via Form’. Once selected, Pabbly Connect will provide you with a unique webhook URL.

• Copy the provided webhook URL.
• Log into your Cashfree account and navigate to the Developers section.
• Select the Webhook option and paste the URL into the designated field.

Once the webhook is set up, test it to ensure that it is functioning correctly. This step is vital for capturing payment data accurately.

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4. Filtering Payment Data for HubSpot

After capturing the payment data, the next step is to filter it for specific criteria. This is where Pabbly Connect allows you to set conditions based on the payment form.

Select the ‘Filter by Pabbly’ action to define which payments should trigger a HubSpot contact creation. For instance, only payments for a specific product should create a contact.

Map the form ID from the previous step to establish this condition. Test the filter to ensure it returns the expected results.

This filtering process ensures that only relevant data is sent to HubSpot, maintaining the integrity of your CRM.

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5. Creating a HubSpot Contact from Filtered Data

Now that you’ve set up the trigger and filter, it’s time to create a contact in HubSpot. In this final step, Pabbly Connect enables the transfer of filtered payment data to your HubSpot account.

Select HubSpot as the action application and choose ‘Create Contact’ as the action event. Connect your HubSpot account to Pabbly Connect to authorize this action.

Map the customer details such as name, email, and address from the previous steps. Once all fields are mapped, click on ‘Send Test Request’ to verify the integration.

Upon successful testing, a new contact will be created in your HubSpot account, confirming that the integration works seamlessly.

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Conclusion

This tutorial demonstrates how to automate HubSpot contact creation from Cashfree payments using Pabbly Connect. By following these steps, you can streamline your customer management process effectively.

Utilizing Pabbly Connect not only saves time but also enhances your ability to manage customer relationships efficiently. Embrace automation to improve your business operations.

Learn how to automate the creation or update of ActiveCampaign contacts using GoHighLevel form submissions with Pabbly Connect in this step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

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1. Accessing Pabbly Connect for Automation

To begin automating the creation or update of ActiveCampaign contacts, you need to access Pabbly Connect. This platform allows seamless integration between GoHighLevel and ActiveCampaign.

First, visit the Pabbly Connect website and log into your account. If you’re new, you can sign up for a free account that offers 100 tasks per month. Once logged in, navigate to the Pabbly Connect dashboard to start the setup process.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to facilitate the integration. Click on the ‘Create Workflow’ button in the top right corner of the dashboard.

• Name your workflow: ‘Create or Update ActiveCampaign Contact on GoHighLevel Form Submission’.
• Select a folder to save the workflow, such as ‘GoHighLevel Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two sections: ‘Trigger’ and ‘Action’. The trigger will capture the form submission from GoHighLevel, which will initiate the automation process.

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3. Setting Up the Trigger for GoHighLevel Form Submission

Now it’s time to set the trigger in Pabbly Connect. Select ‘Lead Connector V2’ as your trigger application. This corresponds to GoHighLevel, which allows you to capture form submissions.

For the trigger event, select ‘Form Submitted’. Upon selection, Pabbly Connect will provide a unique webhook URL. Copy this URL, as it will be used to connect GoHighLevel with Pabbly Connect.

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4. Connecting GoHighLevel to Pabbly Connect

Next, log into your GoHighLevel account and navigate to the form you created. To connect this form to Pabbly Connect, go to the automation section and create a new workflow.

• Name this workflow as ‘New Form Entry’.
• Add a trigger for ‘Form Submitted’ and specify the form you want to connect.
• Add an action for ‘Webhook’ and paste the copied Pabbly Connect webhook URL.

Once you save the action, publish the workflow. This ensures that every time a form is submitted, the data will be sent to Pabbly Connect, allowing it to process the information accordingly.

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5. Setting Up the Action in Pabbly Connect to ActiveCampaign

After configuring the trigger, the next step is to set up the action to create or update a contact in ActiveCampaign using Pabbly Connect. For the action application, select ‘ActiveCampaign’ and choose the action event ‘Create or Update Contact’.

To connect your ActiveCampaign account, you will need the API key and URL. Log into ActiveCampaign, navigate to settings, and under the developer section, copy the API URL and key. Paste them into Pabbly Connect, ensuring to remove the ‘https://’ from the URL.

Now, map the required fields from the previous trigger step such as email, first name, last name, and phone number. This mapping ensures that the contact information from the GoHighLevel form submission is correctly passed to ActiveCampaign. Once everything is set, send a test request to verify that the integration works seamlessly.

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Conclusion

In this tutorial, we explored how to automate the creation or updating of ActiveCampaign contacts using GoHighLevel form submissions through Pabbly Connect. This integration streamlines your lead management process, ensuring timely follow-ups and updates without manual effort.

By following these steps, you can efficiently manage your contacts and enhance your marketing efforts with automated workflows. Start using Pabbly Connect today to simplify your automation needs!

Learn how to automate the creation of a Wave customer for Gravity Forms submissions using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

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1. Accessing Pabbly Connect for Automation

To create a Wave customer on Gravity Forms submission, start by accessing Pabbly Connect. This platform is essential for automating the integration between Gravity Forms and Wave. Visit the Pabbly Connect homepage by entering the URL in your browser.

Once there, you can either sign in if you are an existing user or click on ‘Sign Up Free’ to create a new account. New users receive 300 tasks every month to explore the software. This initial setup is crucial as it allows you to automate customer creation in Wave whenever a Gravity Forms submission occurs.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the first step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. In the dialog box that appears, name your workflow, for example, ‘Create Wave Customer on Gravity Form Submission’.

• Select a folder to organize your workflows.
• Choose ‘Gravity Forms’ as your trigger application.
• Set the trigger event to ‘New Response’.

This setup ensures that every time a new response is received via Gravity Forms, Pabbly Connect will trigger the workflow to create a customer in Wave automatically.

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3. Connecting Gravity Forms to Pabbly Connect

To connect Gravity Forms to Pabbly Connect, you will receive a webhook URL after setting up the trigger. Copy this URL as it is essential for linking your Gravity Forms to Pabbly Connect. Next, log into your WordPress account where Gravity Forms is installed.

Navigate to the specific form you wish to connect. Click on ‘Settings’ and then ‘Webhooks’. Here, add a new webhook by clicking on the ‘Add New’ button. You will need to enter the following details:

• Name your webhook (e.g., ‘New Submission’).
• Paste the webhook URL from Pabbly Connect.
• Select ‘POST’ as the request method.

By saving these settings, you have successfully connected Gravity Forms to Pabbly Connect, allowing it to listen for new submissions.

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4. Creating a Customer in Wave via Pabbly Connect

Now that Gravity Forms is connected to Pabbly Connect, the next step is to set up the action in Wave. In your Pabbly workflow, select ‘Wave’ as the action application and choose ‘Create Customer’ as the action event. This is where you will map the data received from Gravity Forms to create a new customer in Wave.

To connect your Wave account, click on ‘Connect with Wave’. Grant access to Pabbly Connect by clicking ‘Allow Access’. Once connected, you will need to select your business and map the details from the Gravity Forms response. For example:

Map the customer’s first name and last name. Map the email address and mobile number.

After mapping the necessary fields, click on ‘Save and Send Test Request’. This action will create a new customer in your Wave account based on the Gravity Forms submission.

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5. Testing the Integration with Pabbly Connect

To ensure that the integration between Pabbly Connect, Gravity Forms, and Wave is working correctly, perform a test submission on your Gravity Forms. Fill in the required fields and submit the form. After submission, return to Pabbly Connect to check for a successful response.

If everything is set up correctly, you should see that a new customer has been created in your Wave account with the details provided in the form submission. This seamless automation eliminates manual entry and saves time in managing customer information.

To verify, log into your Wave account and search for the newly created customer. This confirms that the integration is functioning as intended, allowing you to manage your invoicing and customer data efficiently.

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Conclusion

In this tutorial, we demonstrated how to create a Wave customer on Gravity Forms submission using Pabbly Connect. By following the steps outlined, you can automate customer creation and streamline your invoicing process. This integration not only saves time but also minimizes errors, enhancing your overall workflow efficiency.

Learn how to integrate Google Sheets with Pabbly Connect using Pabbly Connect to automate payment details logging effortlessly. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

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1. Setting Up Pabbly Connect for Google Sheets Integration

To begin automating the addition of payment details in Google Sheets using Pabbly Connect, first, access the platform. Visit the Pabbly Connect homepage by entering the URL in your browser. If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive 300 tasks every month.

If you are an existing user, click on ‘Sign In’. After signing in, you will be directed to the Pabbly Connect dashboard where you can create workflows that connect various applications, including Google Sheets and Pabbly Subscription Billing.

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2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a workflow that captures payment details. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. In the dialog box that appears, name your workflow something descriptive, such as ‘Add Details in Google Sheets on Pabbly Subscription Billing Payment’.

• Select a folder to organize your workflows.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see the trigger and action setup areas. The trigger is the event that starts your workflow, while the action is what happens as a result. In this case, the trigger will be a successful payment in Pabbly Subscription Billing.

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3. Configuring the Trigger with Pabbly Subscription Billing

In this section, you will configure the trigger for your workflow using Pabbly Connect. Select Pabbly Subscription Billing as your trigger application. Choose the event type as ‘Task Successful Payment’. This selection ensures that whenever a payment is successfully received, the automation will trigger.

After selecting the trigger, you will receive a webhook URL. Copy this URL as it will be used to connect your Pabbly Subscription Billing account to Pabbly Connect. Log into your Pabbly Subscription Billing account, navigate to the settings, and select ‘Webhooks’.

• Click on ‘Add Webhook’.
• Enter a name for your webhook and select the product associated with the payment.
• Paste the copied webhook URL and select the event for triggering.

After saving the webhook, you will be ready to capture payment details once a test payment is made.

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4. Testing the Integration with a Test Payment

To ensure that your integration works correctly, it’s time to perform a test payment. Using the Pabbly Subscription Billing payment page, enter the necessary customer details, such as name, email, and billing information. Use a test card for this transaction.

After completing the test payment, return to Pabbly Connect to check for the webhook response. This response should contain all the details of the payment, confirming that the integration is functioning as intended. You will see the event type, customer details, and payment information captured in Pabbly Connect.

Once the test payment is successful, you can proceed to add these details automatically into Google Sheets.

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5. Adding Payment Details to Google Sheets

Now that your trigger is set up and tested, the next step is to add the payment details into Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose the action event as ‘Add a New Row’. This action ensures that every time a payment is received, a new row is created in your Google Sheets document.

Connect your Google Sheets account to Pabbly Connect by clicking on ‘Sign In with Google’ and granting the necessary permissions. After connecting, select the spreadsheet and the specific sheet where you want the payment details to be logged.

Map the fields from the payment response to the corresponding columns in Google Sheets. Ensure that customer name, email, order number, order date, and product name are included.

After mapping the necessary fields, save the workflow. Now, every successful payment made through Pabbly Subscription Billing will automatically populate your Google Sheets with the relevant payment details.

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Conclusion

By following these steps, you can effectively integrate Google Sheets with Pabbly Subscription Billing using Pabbly Connect. This automation not only saves time but also ensures accurate tracking of payment details, enhancing your subscription management process.

Learn how to automate WhatsApp messages for Google Forms submissions using Pabbly Connect and Pabbly Connect in this detailed tutorial. 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. Access Pabbly Connect for Integration

To start automating WhatsApp messages on Google Forms submission, you first need to access Pabbly Connect. Open your browser and go to Pabbly Connect. If you already have an account, click on ‘Sign In’; otherwise, click on ‘Sign Up for Free’ to create a new account.

Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, you can manage your workflows. Click on ‘Create Workflow’ to begin setting up your automation. Name your workflow appropriately, such as ‘Send WhatsApp Message on Google Form Submission’.

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2. Setting Up Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select ‘Google Forms’ as your trigger application. Then, choose the trigger event as ‘New Response Received’. This event will initiate the workflow every time a new form submission occurs.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. You need to copy this URL and integrate it into your Google Forms. Follow these steps to set up the webhook:

• Open Google Forms and navigate to the ‘Responses’ section.
• Click on ‘View in Sheets’ to link your form to a Google Sheet.
• Install the Pabbly Connect Webhook add-on from Google Workspace Marketplace.

After installing, go to the add-on settings and paste the copied webhook URL. This will ensure that every new submission in Google Forms sends data to Pabbly Connect.

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3. Configuring Pabbly Chatflow for WhatsApp Messaging

Now, it’s time to configure Pabbly Chatflow to send WhatsApp messages. In your Pabbly Connect workflow, add an action step by selecting Pabbly Chatflow as your action application. Choose the action event as ‘Send Template Message’.

To connect Pabbly Chatflow with Pabbly Connect, you need to enter your API credentials, including the Meta Access Token and WhatsApp Business Account ID. This information can be obtained from your WhatsApp Cloud API account settings.

Once the connection is established, you will need to map the recipient’s mobile number from the Google Forms response. Make sure to format the number correctly, including the country code. This dynamic mapping ensures that each participant receives personalized messages based on their form submissions.

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4. Sending WhatsApp Messages to Participants

After configuring the connection, it’s time to send the WhatsApp messages. In the template message section, select the template you created in Pabbly Chatflow. This template should contain placeholders for variables like participant name, event date, and time.

To ensure the messages are personalized, map the participant’s name and other relevant details from the Google Forms response to the corresponding fields in your WhatsApp message template. This way, each participant receives a message that feels tailored to them.

After setting up the message parameters, click on ‘Save and Send Test Request’ to verify if the message is sent successfully. If everything is configured correctly, you will see a confirmation that the message has been sent. You can check the inbox in Pabbly Chatflow to view the status of sent messages.

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5. Testing the Integration

To ensure everything is functioning correctly, conduct a test by submitting a new response through your Google Forms. As soon as the form is submitted, Pabbly Connect should capture the response and trigger the WhatsApp message via Pabbly Chatflow.

After submitting the form, check the inbox in Pabbly Chatflow to confirm that the message was sent successfully. You should see the message status as ‘Delivered’. This indicates that your integration is working seamlessly.

Repeat this process with different test submissions to ensure reliability. With Pabbly Connect, you can now automate WhatsApp messages for every Google Forms submission without manual intervention, saving you time and improving communication with your participants.

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Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages using Pabbly Connect for Google Forms submissions. By integrating Pabbly Chatflow and following the outlined steps, you can enhance your communication with participants effortlessly. This automation not only saves time but also ensures personalized engagement for every registrant.

Learn how to automate the creation of Zoho Bigin contacts from Justdial leads 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 Integration

To start the integration process, you first need to access Pabbly Connect. This powerful automation tool allows you to create workflows that connect various applications seamlessly.

Visit the Pabbly Connect homepage by typing Pabbly.com/connect/inr in your browser. You will see options to either sign in or sign up. If you are a new user, click on the ‘Sign Up for Free’ button to create an account and receive 100 free tasks each month. Existing users can simply log in to their accounts.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. A dialog box will pop up prompting you to name your workflow.

• Name your workflow: ‘Create Zoho Bigin Contact from Just Dial Lead’.
• Select a folder for organization, such as ‘Automations for Lead Management’.
• Click on ‘Create’ to proceed.

This will set up the main structure of your automation, where you will define the trigger and action that will occur when a new lead is received through Just Dial.

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3. Setting Up the Trigger for Just Dial Leads

In the workflow setup, the first step is to define the trigger. For this automation, select Pabbly Connect as the trigger application and choose ‘Just Dial’ as the application to monitor for new leads.

Choose the trigger event as ‘New Lead’. Pabbly Connect will provide you with a webhook URL that you need to copy and configure in your Just Dial account. Since Just Dial does not allow direct webhook configuration through its interface, you will need to contact your account manager to insert this URL.

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4. Capturing Lead Data from Just Dial

After setting the webhook URL in Just Dial, every time a new lead is generated, Pabbly Connect will capture the lead data automatically. You will receive information such as the lead’s name, phone number, and email address.

• Ensure your account manager has successfully added the webhook URL.
• Wait for a test lead to be captured by Pabbly Connect.
• Verify that the lead data appears correctly in Pabbly Connect.

This successful capture indicates that your connection between Just Dial and Pabbly Connect is operational and ready for the next step.

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5. Creating a Contact in Zoho Bigin

The final step involves setting up the action in Pabbly Connect to create a contact in Zoho Bigin. Select Zoho Bigin as the action application and choose ‘Create Contact’ as the action event. using Pabbly Connect

You will need to connect your Zoho Bigin account by clicking on ‘Connect’. Input your domain from the Zoho Bigin URL and grant the necessary permissions. Once connected, map the lead data captured from Just Dial to the appropriate fields in Zoho Bigin, such as first name, last name, and email address.

Finally, click on ‘Save and Send Test Request’ to ensure that the contact is created successfully in Zoho Bigin. Verify the contact in your Zoho account to confirm the entire integration process is complete.

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Conclusion

Using Pabbly Connect, you can effortlessly automate the process of creating Zoho Bigin contacts from Just Dial leads. This integration streamlines your workflow, ensuring that every new lead is captured and added to your CRM without manual input.

Learn how to send WhatsApp messages automatically on Jotform submission using Pabbly Connect and Pabbly Connect with this detailed step-by-step guide. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send WhatsApp messages on Jotform submission, the first step is to access Pabbly Connect. Begin by navigating to the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for a free trial, which gives you access to 100 tasks per month.

After signing in, you will be directed to the Pabbly Connect dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the integration to send WhatsApp messages automatically upon receiving a Jotform submission.

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2. Creating a Workflow in Pabbly Connect

Once you are in the dashboard of Pabbly Connect, click on the ‘Create Workflow’ button. You will need to name your workflow, for example, ‘Send WhatsApp on Jotform Submission.’ Select the folder in which you want to save this workflow.

• Name your workflow clearly to identify its purpose.
• Choose the appropriate folder for better organization.

After naming your workflow, click on the ‘Create’ button. You will see two boxes appear: one for the trigger and one for the action. The trigger will be set to Jotform, and the action will be to send a WhatsApp message through Pabbly Chatflow.

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3. Setting Jotform as a Trigger in Pabbly Connect

In the trigger box, select Jotform as the application. You will then choose the event type, which in this case will be ‘New Submission.’ This means that every time there is a submission on your Jotform, it will trigger the workflow in Pabbly Connect.

Next, you will need to connect your Jotform account by providing the necessary API key. This API key acts as a bridge between Jotform and Pabbly Connect, allowing the integration to function smoothly. Once connected, test the trigger to ensure that it is receiving data correctly from Jotform.

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4. Configuring WhatsApp Action with Pabbly Chatflow

After successfully setting up the Jotform trigger, move to the action box and select Pabbly Chatflow as the action application. Choose the action event as ‘Send WhatsApp Message.’ This step is crucial as it defines what action will be taken when the trigger occurs. using Pabbly Connect

• Select the WhatsApp message template you want to use.
• Map the fields from the Jotform submission to the WhatsApp message parameters.

For instance, you can include variables such as the user’s name in the message to personalize it. Once you have mapped all necessary fields, save the settings to ensure everything is configured correctly.

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5. Testing the Integration and Finalizing

With your workflow set up, it’s time to test the integration. Submit a test entry on your Jotform and check if a WhatsApp message is sent as expected. This step is essential to confirm that the Pabbly Connect workflow is functioning correctly and that the messages are being sent without issues.

If the test is successful, you will see the message received on WhatsApp, confirming that the integration works as intended. Once confirmed, you can publish your workflow and start using it for real submissions.

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Conclusion

In this tutorial, you learned how to send WhatsApp messages automatically on Jotform submission using Pabbly Connect and Pabbly Chatflow. By setting up this integration, you can streamline your communication process and ensure timely responses to your customers.

Learn how to create or update Brevo contacts and send Gmail for Facebook Lead Ads leads using Pabbly Connect with this detailed step-by-step 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. Accessing Pabbly Connect for Integration

To create or update Brevo contacts and send Gmail for Facebook Lead Ads leads, the first step is to access Pabbly Connect. This powerful automation tool allows users to connect various applications seamlessly without any coding skills.

Start by visiting the Pabbly Connect website. If you are a new user, sign up for a free account. Existing users can simply sign in. Once logged in, navigate to the Pabbly Connect dashboard where you can create your workflows.

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2. Setting Up the Workflow in Pabbly Connect

In this section, you will set up your workflow to connect Gmail, Facebook Lead Ads, and Brevo using Pabbly Connect. Start by creating a new workflow. Choose Facebook Lead Ads as your trigger application.

• Select the Facebook page and lead form you want to connect.
• Configure the lead form to capture responses.
• Test the connection to ensure data is being captured correctly.

After setting up the trigger, you will add an action step to create or update a Brevo contact. Select Brevo as the action application and choose the appropriate action event.

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3. Configuring Brevo Contact in Pabbly Connect

Once you have set up the trigger in Pabbly Connect, the next step is to configure the Brevo contact. Choose the action event to create or update a contact based on the data received from Facebook Lead Ads.

Map the fields from the Facebook lead form to the corresponding fields in Brevo. This is crucial to ensure that the contact information is accurately populated. For example, map the first name, last name, email address, and phone number fields accordingly.

• Ensure that the email address field is correctly mapped to avoid duplicates.
• You can also set conditions to update existing contacts if they already exist in Brevo.

After mapping the fields, test the action step to verify that the contact is created or updated successfully in Brevo.

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4. Sending Email Notifications via Gmail

The final step in this integration process using Pabbly Connect is to send email notifications via Gmail. After the Brevo contact is created or updated, add another action step to send an email.

Select Gmail as the action application and choose the event to send an email. You will need to configure the recipient email address, subject, and body of the email. Use dynamic fields to personalize the email based on the contact information captured.

Set the recipient email to the email address collected from the Facebook lead form. Customize the subject line to include a welcoming message.

After configuring the email settings, test this action step to ensure that the email is sent successfully to the new or updated contact.

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5. Finalizing the Integration and Testing

With all steps configured in Pabbly Connect, it’s time to finalize your integration. Make sure to review each step in your workflow to confirm that everything is set up correctly.

Run a test submission using the Facebook Lead Ads testing tool to verify that the entire workflow operates smoothly. Check Brevo to see if the contact is created or updated and ensure that the email notification is received in Gmail.

Once confirmed, save your workflow in Pabbly Connect to activate it. This will ensure that every new lead captured through Facebook Lead Ads will automatically create or update a Brevo contact and send an email notification.

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Conclusion

In this tutorial, we explored how to create or update Brevo contacts and send Gmail for Facebook Lead Ads leads using Pabbly Connect. By following the detailed steps provided, you can automate your lead management process effectively.

Learn how to automate adding IndiaMART leads to Google Sheets for your advertising agency using Pabbly Connect. Step-by-step tutorial included! 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. Introduction to Pabbly Connect for Automating IndiaMART Leads

In this tutorial, we will explore how to use Pabbly Connect to automate the process of adding IndiaMART leads to Google Sheets. This integration is essential for advertising agencies looking to streamline lead management.

By utilizing Pabbly Connect, you can eliminate the tedious task of manually entering lead details into Google Sheets each time a new inquiry is made on IndiaMART. This automation not only saves time but also ensures accuracy in your lead records.

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2. Setting Up Your Pabbly Connect Account

To begin, navigate to the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks every month.

Once logged in, you will see various applications offered by Pabbly. Click on the ‘Access Now’ button under Pabbly Connect to access the dashboard where you can create your automation workflow.

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3. Creating a Workflow for IndiaMART Leads

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will prompt you to enter a workflow name; you can name it ‘Add IndiaMART Leads to Google Sheets for Advertising Agency’. After naming, select a folder to save your workflow.

• Click on the ‘Create’ button to finalize your workflow.
• You will see two windows: one for trigger and one for action.
• Select IndiaMART as the trigger application and choose ‘New Leads’ as the trigger event.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is crucial for connecting your IndiaMART account with Pabbly Connect. Copy this URL for the next steps.

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4. Connecting IndiaMART to Pabbly Connect

Log in to your IndiaMART account and navigate to the Lead Manager section. From there, select ‘Import/Export Leads’ and click on the ‘Push API’ button. using Pabbly Connect

• Choose ‘Other’ as the source and enter ‘Pabbly Connect’ as the platform name.
• Paste the webhook URL you copied earlier into the URL field.
• Click on the ‘Save’ button to finalize the integration.

Once the webhook URL is added, return to your Pabbly Connect workflow. You will see a message indicating that it is waiting for a webhook response. Generate a test lead in your IndiaMART account to check if the connection is successful.

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5. Adding Leads to Google Sheets Using Pabbly Connect

After successfully generating a test lead in IndiaMART, go back to your Pabbly Connect workflow. Now, select Google Sheets as the action application and choose ‘Add New Row’ as the action event.

Click on the ‘Connect’ button, and if prompted, authorize Pabbly Connect to access your Google Sheets account. Select the spreadsheet where you want to store the leads, and map the required fields such as unique query ID, name, email, phone number, and message from the test lead.

Click on the ‘Save and Test Request’ button to send the lead data to Google Sheets. Check your Google Sheets to confirm that the lead details have been added successfully.

This process demonstrates how Pabbly Connect enables seamless integration between IndiaMART and Google Sheets, ensuring that your advertising agency can manage leads effectively.

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Conclusion

In conclusion, using Pabbly Connect to automate the addition of IndiaMART leads to Google Sheets greatly enhances efficiency for your advertising agency. By following the steps outlined in this tutorial, you can ensure that all new inquiries are recorded automatically, saving time and improving lead management.