Author: Nitin Maheshwari

Learn how to send automated WhatsApp messages to IndiaMART leads using Pabbly Connect and Pabbly Connect. Follow our step-by-step tutorial. 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 Integration

To begin automating WhatsApp messages to IndiaMART leads, first access Pabbly Connect. This platform allows seamless integration of various applications, making it essential for our automation process.

Visit the Pabbly Connect homepage by entering the URL in your browser. If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply click ‘Sign In’ to access their dashboard. Once logged in, you will be ready to create workflows that connect your IndiaMART account to your WhatsApp messaging.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. In the dialog box, name your workflow, such as ‘Send WhatsApp Message to IndiaMART Leads for Stationary Designing Service’.

Once named, select a folder to save your workflow. You can create multiple folders for better organization. After selecting your folder, click on the ‘Create’ button to proceed. This action sets up the foundation for your automation, where the trigger and action will be established.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select a folder for organization.

With the workflow created, you are now ready to set up the trigger for your automation.

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3. Setting Up the Trigger with IndiaMART

The next step in using Pabbly Connect is to set up the trigger. Select IndiaMART as your trigger application and choose the event as ‘New Leads’. This means that every time a new lead is generated through IndiaMART, the automation will be activated.

Upon selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used to connect your IndiaMART account with Pabbly Connect. Log in to your IndiaMART seller account, navigate to the Lead Manager, and find the option to import/export leads. Here, you will paste the webhook URL to establish the connection.

• Select IndiaMART as the trigger application.
• Choose ‘New Leads’ as the event.
• Copy the provided webhook URL.

After pasting the URL in the appropriate field in IndiaMART, save the details to complete the trigger setup.

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4. Testing the Webhook Submission

With the trigger set up, it is crucial to test the webhook to ensure everything is functioning correctly. Go back to your IndiaMART account and generate a test lead. This is done by clicking on the test webhook option, which will send a test response to the webhook URL you set earlier.

Once you trigger the test lead, return to Pabbly Connect to check for a successful webhook response. You should see the details of the test lead, including sender information and the query. This confirms that your IndiaMART account is successfully connected to Pabbly Connect.

Generate a test lead in IndiaMART. Check for a successful response in Pabbly Connect. Ensure lead details are correctly captured.

Once confirmed, you can proceed to set up the action step to send WhatsApp messages.

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5. Sending WhatsApp Messages via Pabbly Chatflow

Now that the trigger is set and tested, it’s time to configure the action step using Pabbly Chatflow. Select Pabbly Chatflow as the action application and choose the action event as ‘Send Template Message’. This allows you to send a pre-defined WhatsApp message to your leads automatically.

To connect Pabbly Chatflow with Pabbly Connect, you need to enter your API token from your Pabbly Chatflow account. Navigate to the settings in your Chatflow account, copy the API token, and paste it into the required field in Pabbly Connect. After successfully connecting, map the lead’s mobile number and select the template you wish to use for the WhatsApp message.

Finally, after entering all necessary details, click on ‘Save and Send Request’. You should receive a confirmation that the message has been sent successfully. Check your WhatsApp to verify that the automated message has been received.

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Conclusion

This tutorial demonstrated how to automate sending WhatsApp messages to IndiaMART leads using Pabbly Connect and Pabbly Chatflow. By following these steps, you can enhance customer engagement and streamline your communication process effectively.

Learn how to seamlessly integrate IndiaMART leads into Salesforce for UI/UX Design Services using Pabbly Connect. Follow this detailed tutorial with step-by-step instructions. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for IndiaMART and Salesforce Integration

Pabbly Connect is an automation platform that makes it easy to integrate various applications. In this tutorial, we will use Pabbly Connect to automatically add IndiaMART leads to Salesforce for UI/UX Design Services. This integration helps streamline the process of managing leads effectively.

By automating the transfer of leads from IndiaMART to Salesforce, you can save time and ensure that no lead is missed. This tutorial will guide you through the steps of setting up this integration using Pabbly Connect.

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2. Setting Up Pabbly Connect for IndiaMART

To begin, you need to access Pabbly Connect. Go to the Pabbly Connect homepage and sign in or create a new account. Once logged in, you will be directed to the dashboard where you can start creating your workflow.

Follow these steps to set up your Pabbly Connect account:

• Visit the Pabbly Connect homepage.
• Click on ‘Sign Up Free’ if you are a new user.
• If you are an existing user, click on ‘Sign In’.

After signing in, you will see all available applications. Click on ‘Pabbly Connect’ to start your integration process.

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3. Creating a Workflow in Pabbly Connect

Next, you will create a workflow in Pabbly Connect to connect IndiaMART and Salesforce. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard.

In the dialog box that appears, name your workflow as ‘Add IndiaMART Leads to Salesforce for UI/UX Design Services’. You can also select a folder to organize your workflows. After naming your workflow, click on ‘Create’.

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4. Setting Up the Trigger for IndiaMART Leads

Once your workflow is created, it’s time to set up the trigger application. For this integration, select IndiaMART as your trigger application. Choose the trigger event as ‘New Leads’ so that whenever a new lead is generated, Pabbly Connect captures this event.

To connect IndiaMART with Pabbly Connect, you will be provided with a webhook URL. Copy this URL and go to your IndiaMART seller account. Under the Lead Manager, select ‘Import/Export Leads’ and then ‘Push API’. Here, you will need to enter the CRM platform name as ‘Pabbly Connect’ and paste the webhook URL you copied earlier.

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5. Setting Up the Action in Salesforce

Now that the trigger is set, the next step is to connect Salesforce as your action application. In Pabbly Connect, select Salesforce and choose the action event as ‘Create a Lead’. This action will automatically add the captured lead from IndiaMART to your Salesforce account.

To connect Salesforce, click on ‘Connect with Salesforce’. You will need to authorize Pabbly Connect to access your Salesforce account. Once connected, you can map the fields from the IndiaMART lead to the corresponding fields in Salesforce. This ensures that all relevant information is transferred correctly.

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Conclusion

In this tutorial, we demonstrated how to integrate IndiaMART leads into Salesforce using Pabbly Connect. By following these steps, you can automate the lead management process, saving time and improving efficiency. Now, you can focus on converting leads into clients without worrying about manual data entry.

Learn how to automate the process of creating AWeber subscribers from Typeform submissions using Pabbly Connect. Follow this detailed step-by-step tutorial. 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 Typeform and AWeber Integration

To start automating the process of creating AWeber subscribers from Typeform submissions, first, access Pabbly Connect. This platform allows you to connect different applications without any coding knowledge.

Visit the Pabbly Connect website by typing Pabbly.com/connect in your browser. Here, you have options to sign in or sign up for free. New users can create an account in just two minutes and receive 100 free tasks each month to explore the platform.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard to create a new workflow. Click on the ‘Create Workflow’ button, and a dialog box will appear asking for a workflow name.

Enter a descriptive name such as ‘Create AWeber Subscriber on Typeform Submission’. Select the appropriate folder for your workflow, like ‘Automations for Lead Management’, and click on ‘Create’. You will then see the trigger and action setup screen.

• Name your workflow appropriately.
• Select the right folder to organize your workflows.
• Click on ‘Create’ to proceed.

Now, you are ready to select the trigger application and action to automate the process.

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3. Setting Up the Trigger for Typeform Submissions

In this step, you will set Typeform as your trigger application in Pabbly Connect. Select ‘Typeform’ and then choose the trigger event as ‘New Entry’. This will initiate the workflow whenever a new form is submitted.

To connect Typeform with Pabbly Connect, select ‘Add New Connection’. You will be prompted to log into your Typeform account. Once logged in, grant the necessary permissions to allow Pabbly Connect to access your Typeform data.

• Select ‘Typeform’ as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Authorize Pabbly Connect to access your Typeform account.

After authorization, select the specific form you want to connect, like the ‘Registration Form’. Click on ‘Save and Send Test Request’ to capture the response.

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4. Setting Up the Action to Create AWeber Subscriber

Now that the trigger is set, it’s time to configure the action step in Pabbly Connect to create a subscriber in AWeber. Select ‘AWeber’ as your action application and choose the event ‘Add or Update Subscriber’.

Similar to the trigger setup, you will need to create a new connection to your AWeber account. Click on ‘Add New Connection’ and authorize Pabbly Connect to access your AWeber data. Once connected, you will fill in the subscriber details using the data captured from the Typeform submission.

Select ‘AWeber’ as the action application. Choose ‘Add or Update Subscriber’ as the action event. Map the fields like name, email, and phone number from Typeform to AWeber.

Ensure that you enable the option to update existing subscribers if they already exist in AWeber. After mapping all necessary fields, click on ‘Save and Send Test Request’ to finalize the setup.

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5. Testing the Integration with Pabbly Connect

After setting up the workflow in Pabbly Connect, it’s crucial to test the integration. Go back to your Typeform and submit a test entry using the form. This will ensure that the data is captured correctly and that the subscriber is added to your AWeber account.

Check your AWeber account to confirm that the new subscriber appears in the subscriber list. Repeat this process with different test entries to ensure everything functions smoothly. With this automation, every new entry in Typeform will automatically create or update a subscriber in AWeber.

Submit a test entry in Typeform. Verify that the subscriber is created in AWeber. Repeat with different entries to ensure reliability.

Once confirmed, your integration is complete, and you can now manage your email marketing efficiently using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to create AWeber subscribers from Typeform submissions using Pabbly Connect. This automation streamlines your lead management process, allowing you to focus on converting leads into customers effortlessly.

By following these detailed steps, you can ensure that every lead captured through Typeform is automatically added to your AWeber account, enhancing your email marketing efforts.

Learn how to automate sending WhatsApp messages to Justdial leads using Pabbly Connect and Pabbly Connect in this detailed tutorial. 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. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages to your Justdial leads, you first need to access Pabbly Connect. Simply type in the URL Pabbly.com/connect in your browser. Here, you will see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users should click on ‘Sign In’ to log into their accounts. After logging in, you will be directed to the dashboard of Pabbly Connect, where you can create new workflows for your automation needs.

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2. Creating a New Workflow in Pabbly Connect

Once you are on the dashboard of Pabbly Connect, click on the ‘Create Workflow’ option. A dialog box will appear asking for a name for your workflow. Enter a descriptive name like ‘Send WhatsApp Messages to Justdial Leads’.

• Choose a relevant folder for your workflow, such as ‘WhatsApp Marketing Automation’.
• Click on ‘Create’ to proceed to the next step.

This will open a new screen with two main sections: Trigger and Action. The trigger will be set to capture new leads from Justdial, while the action will be to send WhatsApp messages through Pabbly Chatflow.

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3. Setting Up Trigger and Action for Integration

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select Justdial as your trigger application and choose the trigger event as ‘New Leads’. This means that every time a new lead comes in from Justdial, the automation will be activated.

To complete the setup, you will receive a webhook URL that needs to be configured in your Justdial account. Since Justdial does not allow direct webhook configuration through its user interface, you must contact your Justdial account manager and provide them with this URL. Once they set it up, your connection between Justdial and Pabbly Connect will be established successfully.

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4. Sending WhatsApp Messages Using Pabbly Chatflow

After configuring the trigger, it’s time to set up the action step in Pabbly Connect. Select Pabbly Chatflow as your action application and choose the action event as ‘Send Template Message’. This allows you to send personalized messages to your leads.

• Connect your Pabbly Chatflow account by entering your API key.
• Map the recipient’s mobile number dynamically from the lead data captured in the previous step.

Finally, select the template you created in Pabbly Chatflow, fill in the required fields, and click on ‘Save and Send Test Request’. This will send a test message to the lead, confirming that your automation is working correctly.

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5. Managing Leads and Replies in Pabbly Chatflow

With your automation set up, you can now manage all your leads and their responses within Pabbly Chatflow. You can view sent messages, check their delivery status, and read replies directly from the inbox feature.

Keep in mind that WhatsApp has certain limitations. If a lead does not reply within 24 hours, you can only send two follow-up messages to avoid being flagged for spam. This ensures that your communication remains compliant with WhatsApp’s guidelines.

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Conclusion

This tutorial demonstrated how to automate sending WhatsApp messages to Justdial leads using Pabbly Connect and Pabbly Chatflow. By following these steps, you can streamline your lead management process and enhance communication with your customers effectively.

Learn how to automate the creation of GoToWebinar meeting registrants from MySQL using Pabbly Connect with this 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. Accessing Pabbly Connect for Automation

To create GoToWebinar meeting registrants from MySQL, you first need 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 account which allows you to automate up to 100 tasks monthly.

Once logged in, you will be directed to the dashboard. Here, you can view all your workflows. To start the integration process, click on the ‘Create New’ button to begin setting up the automation between MySQL and GoToWebinar.

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2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action within Pabbly Connect. The trigger will be the event that starts the workflow, which in this case is the addition of new data in your MySQL database. Select MySQL as the trigger application and choose the event as ‘New Row’.

• Select your MySQL connection or create a new one if you haven’t done so.
• Enter the table name where the leads are stored.
• Specify the unique column to identify new entries.

After entering the required details, click on the ‘Save and Send Test Request’ button. This will fetch the latest entry from your MySQL database, confirming that the connection is established and functioning correctly.

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3. Creating GoToWebinar Registrant through Pabbly Connect

Next, you will create a registrant in GoToWebinar using the data fetched from MySQL through Pabbly Connect. Select GoToWebinar as your action application and choose the event ‘Create Registrant’. This action will automatically create a new registrant in your GoToWebinar account whenever new data is added in MySQL.

Fill in the required fields such as first name, last name, and email address. You can map these fields directly from the data received from MySQL. This mapping ensures that the correct information is sent to GoToWebinar.

• Select the webinar from the dropdown list to which the registrant will be added.
• Make sure to include any additional required fields as per your webinar settings.

Once all fields are filled and mapped correctly, click on the ‘Save and Send Test Request’ button again. This will create a test registrant in your GoToWebinar account, allowing you to verify that the integration works as intended.

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4. Verifying Integration Success

After successfully creating the registrant, it’s essential to verify that the integration between MySQL and GoToWebinar via Pabbly Connect is working correctly. Log into your GoToWebinar account and navigate to your webinar’s registrants list. Check if the test registrant you created appears in the list.

If the registrant is present, it confirms that the automation is functioning properly. In case you do not see the registrant, revisit the steps in Pabbly Connect to ensure all fields were mapped correctly and that there were no errors during the test requests.

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5. Conclusion

In this tutorial, we explored how to automate the creation of GoToWebinar meeting registrants from MySQL using Pabbly Connect. By following the steps outlined, you can efficiently manage your webinar registrations without manual intervention. This integration not only saves time but also enhances the accuracy of your data management.

Utilizing Pabbly Connect for this automation will streamline your workflow, making it easier to handle leads and registrations effectively. Start integrating today to experience the benefits of automation!

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Learn to automate the creation of Grist records for Razorpay payments using Pabbly Connect. Follow this detailed step-by-step tutorial 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. Accessing Pabbly Connect for Razorpay and Grist Integration

To create a Grist record on Razorpay payment, first, you need to access Pabbly Connect. This platform allows you to automate workflows between Razorpay and Grist seamlessly. Start by visiting the Pabbly Connect website and signing in to your account.

Once logged in, navigate to the dashboard where you can create a new workflow. This is where you will set up the integration between Razorpay and Grist using Pabbly Connect. Follow these steps to get started:

• Visit the Pabbly Connect website and sign in.
• Click on ‘Create Workflow’ to start a new automation.
• Name your workflow for easy identification.

After creating your workflow, you’ll be directed to set up a trigger for Razorpay payments. This step is crucial as it initiates the automation process whenever a payment is captured.

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2. Setting Up the Trigger for Razorpay Payments

The next step involves configuring the trigger in Pabbly Connect to capture Razorpay payments. Select Razorpay as your trigger application. This will allow Pabbly Connect to listen for payment events. using Pabbly Connect

Choose the event type as ‘Payment Captured’ to ensure that the workflow is triggered whenever a payment is successfully processed. Here’s how to set it up:

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

Next, go to your Razorpay account and set up a webhook using the copied URL. This will link Razorpay with your Pabbly Connect workflow. Once the webhook is configured, test it to ensure it captures payment data correctly.

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3. Configuring Grist Action to Create a Record

After successfully setting up the trigger, the next step is to configure the action that will create a record in Grist. Select Grist as the action application within Pabbly Connect. This step is essential to automate the record creation process. using Pabbly Connect

Choose the action event as ‘Create Record’. This will enable Pabbly Connect to add new entries to your Grist document whenever a payment is captured. Follow these steps:

Select Grist as the action application. Choose ‘Create Record’ as the action event. Connect your Grist account by entering the API key.

Once connected, specify the document and table where the records will be created. Map the fields from the Razorpay payment data to the corresponding fields in Grist. This ensures that all relevant information is captured accurately.

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4. Testing the Integration Between Razorpay and Grist

With the trigger and action configured, it’s time to test the integration. This step is vital to confirm that your setup works as intended. Initiate a test payment in Razorpay to see if a record is created in Grist. using Pabbly Connect

After completing the payment, return to Pabbly Connect and check the workflow’s execution history. You should see the captured payment data and confirm that a new record has been created in Grist. Follow these steps to test:

Make a test payment through Razorpay. Check Pabbly Connect for the execution history. Verify that the record appears in your Grist document.

If the record is created successfully, your integration is complete! This automation will now run continuously, creating a new Grist record for every Razorpay payment captured.

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5. Final Setup and Automation Confirmation

Once testing is successful, finalize your setup in Pabbly Connect. Make sure to save your workflow and enable it to run automatically. This ensures that every payment processed through Razorpay will create a corresponding record in Grist without any manual intervention.

To ensure everything runs smoothly, monitor the integration for a few days. Check that all payments are reflected in Grist as expected. Here are the final steps to complete the setup:

Save the workflow in Pabbly Connect. Enable the workflow to run automatically. Monitor the integration for accuracy and performance.

By following these steps, you have successfully set up an automated workflow using Pabbly Connect to create Grist records from Razorpay payments. This integration will save you time and streamline your payment processing tasks.

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Conclusion

In this tutorial, we explored how to create Grist records from Razorpay payments using Pabbly Connect. By automating this process, you can ensure that every payment is accurately recorded without manual effort. Implementing this integration enhances your workflow efficiency and accuracy.

Learn how to enroll Zenler users automatically after Instamojo sales using Pabbly Connect. Streamline your online course management with this detailed tutorial. 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. Accessing Pabbly Connect for Integration

To start the integration process between Instamojo and Zenler, you need to access Pabbly Connect. First, navigate to the Pabbly website and log in to your account. If you are a new user, you can sign up for free and get 100 tasks every month.

Once logged in, you will see various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the dashboard where you can create your workflow for automating the enrollment of Zenler users after a sale on Instamojo.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will prompt you to name your workflow. Enter a name like ‘Enroll Zenler User on Instamojo Sale’ and select a folder to save it.

• Name your workflow appropriately.
• Choose a folder for organization.
• Click the ‘Create’ button to finalize.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is the event that initiates the workflow, while the Action is the task that follows. For this integration, we will set up the Trigger first.

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3. Setting Up the Trigger with Instamojo

For the Trigger application, select ‘Instamojo V1’ and choose ‘New Sale’ as the trigger event. This setup allows Pabbly Connect to capture sales made through Instamojo. Once selected, you will receive a unique webhook URL.

Copy this webhook URL and log in to your Instamojo account. Navigate to the Smart Pages section where you have created your payment page. Open your Smart Page and go to the ‘Edit Page’ option.

• Find the ‘Page Settings’ option in the left panel.
• Toggle on the ‘Add Webhook’ option.
• Paste the copied webhook URL and select ‘Successful Payments’ for the information to be sent.

Save the changes to your Smart Page. This will ensure that whenever a payment is made, Instamojo sends the data to Pabbly Connect.

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4. Testing the Webhook Response

After setting up the webhook, return to your Pabbly Connect workflow. You will see a message indicating that it is waiting for a webhook response. To test this, perform a test payment through the Smart Page you just configured.

Fill in the required details for the test transaction, including the first name, last name, email, and payment method. Once the payment is processed successfully, go back to your Pabbly Connect dashboard.

Ensure that the payment status is marked as ‘Success’ in the response. Check for the details such as payment ID, currency, and student information.

Once you confirm that the response is captured correctly, you can proceed to the next step of creating a user in Zenler.

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5. Enrolling the User in Zenler

Now that you have the student’s payment information, it’s time to enroll them in Zenler. For the Action application, select ‘Zenler’ and choose ‘Add New User’ as the action event. This allows Pabbly Connect to create a user profile for the student.

You will need to connect your Zenler account by providing the API key and school account information. Retrieve your school name from the Zenler dashboard and enter it in the required field.

Map the student’s first name and last name from the previous response. Enter the email address and phone number. Set a default password for the student’s account.

After all details are filled in, click on the ‘Save and Send Test Request’ button. If successful, the student will be created in your Zenler account.

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Conclusion

By following these steps, you have successfully automated the enrollment of Zenler users after sales on Instamojo using Pabbly Connect. This integration not only saves time but also ensures that your students have immediate access to their courses upon purchase. Automate your online course management today!

Learn how to automate the creation of Brevo contacts from Facebook Lead Ads using Pabbly Connect in this step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create Brevo contacts from Facebook Lead Ads, the first step is to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and get 100 tasks each month.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the interface where you can create automated workflows between applications.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will create a workflow to automate the process. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear prompting you to enter a workflow name and select a folder. using Pabbly Connect

• Workflow Name: Create Brevo Contact from Facebook Lead Ads Lead
• Select Folder: Facebook Lead Ads Automations

After filling in these details, click the ‘Create’ button. You will now see two windows: one for the trigger and one for the action. The trigger is what initiates the workflow, and the action is the response to that trigger.

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3. Setting Up the Trigger with Facebook Lead Ads

Now, it’s time to set up the trigger. Click on the trigger application and select ‘Facebook Lead Ads’. For the trigger event, choose ‘New Lead Instant’. Then click the ‘Connect’ button to establish a connection between Facebook Lead Ads and Pabbly Connect.

Make sure you are logged into your Facebook account in a separate tab. After logging in, authorize the connection. You will then need to select your Facebook page and the lead form associated with it.

• Select Page: Digital Dynamics
• Select Lead Form: Digital Dynamics Form

After selecting the page and form, toggle the ‘Simple Response’ button on and click ‘Save and Send Test Request’. This will check if the connection is working correctly.

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4. Generating a Test Lead

To verify the connection, you need to generate a test lead. Open the Meta Lead Ads Testing Tool and select your page and form again. Fill in the required fields with dummy data, such as:

First Name: New Last Name: Lead Email: [email protected] Phone Number: 1234567890

After entering the details, click ‘Continue’ and then submit the form. Return to your workflow in Pabbly Connect to check if the test lead was captured. You should see the lead’s details populated in the trigger response.

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5. Setting Up the Action to Create Brevo Contact

After confirming the trigger, it’s time to set up the action. Choose ‘Brevo’ as the action application and select ‘Create or Update Contact’ as the action event. Click on the ‘Connect’ button to establish the connection.

To connect Brevo, you will need to provide an API key. Generate a new API key in your Brevo account and paste it into the connection setup in Pabbly Connect. After entering the API key, click ‘Save’ to connect.

Map the email from the Facebook lead response. Select true for using email and SMS blacklist. Add notes for the contact, like ‘New Facebook Lead Ad Lead’.

After filling in these details, click on the ‘Save and Test Request’ button. If successful, the new contact will be created in your Brevo account.

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Conclusion

In this tutorial, we learned how to automate the creation of Brevo contacts from Facebook Lead Ads using Pabbly Connect. By setting up a trigger for new leads and an action to create contacts, you can streamline your lead management process effectively. This integration not only saves time but also enhances your ability to engage with potential clients efficiently.

Learn how to create a Zendesk user automatically when a payment is received through Cashfree using Pabbly Connect. Step-by-step guide included. 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. Accessing Pabbly Connect for Integration

To create a Zendesk user automatically via Cashfree Payment, start by accessing Pabbly Connect. Simply open your browser and navigate to the Pabbly Connect landing page by visiting Pabbly.com/connect.

If you are a new user, click on ‘Sign Up for Free’ to explore the platform with 100 free tasks every month. Existing users should click ‘Sign In’ to access their accounts. Once logged in, you’ll see all available Pabbly tools, and you should select Pabbly Connect to begin the integration process.

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2. Creating Your Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; you can use a title such as ‘Create Zendesk User on Cashfree Payment’ and select the appropriate folder for organization.

• Click on ‘Create’ to open the workflow window.
• Understand the trigger-action principle: a trigger initiates actions in response.
• Select ‘Cashfree’ as the trigger application.

Now, choose ‘Payment via Form’ as the trigger event. This step will generate a webhook URL, which you’ll need to connect Cashfree with Pabbly Connect.

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3. Setting Up Cashfree Connection in Pabbly Connect

To set up the connection, copy the webhook URL provided by Pabbly Connect. Log in to your Cashfree account and navigate to the Developer section, then select Payment Gateway followed by Webhooks.

• Click on ‘Payment Form’ and then ‘Add Webhook Endpoint’.
• Paste the copied webhook URL and click ‘Test and Add’.
• Confirm the addition by clicking ‘Add’ again.

After successfully adding the webhook, Pabbly Connect will capture a webhook response, confirming the connection. You may need to recapture the webhook response to ensure it matches your business data.

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4. Creating a Zendesk User via Pabbly Connect

Now, it’s time to set up the action in Pabbly Connect. Choose ‘Zendesk’ as the action application and select ‘Create User’ as the action event. Click on ‘Connect’ to establish the connection.

If you are establishing a new connection, input your Zendesk username, API token, and subdomain. For the username, use your email with the suffix ‘/token’. To get your API token, navigate to your Zendesk Admin Center, under Apps and Integrations, then APIs.

Click ‘Add API Token’ to generate a new token. Copy the generated API token and paste it into Pabbly Connect. Enter your Zendesk subdomain, which can be found in your account URL.

Once all details are entered, click ‘Save’ to connect your Zendesk account with Pabbly Connect.

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5. Mapping Data and Testing the Workflow

With the connection established, you need to map the data fields from Cashfree to Zendesk in Pabbly Connect. This involves taking the captured details from the Cashfree payment response and inserting them into the corresponding fields in Zendesk.

Map the user’s name, email, and phone number from the Cashfree response. Ensure the fields are marked as dynamic, allowing them to change according to each new payment received. Finally, click on ‘Save and Send Test Request’ to execute the workflow.

Check for a positive response indicating a successful user creation in Zendesk. Log into your Zendesk account to verify the new user has been created. Repeat the process to ensure everything is functioning correctly.

With these steps, you have successfully automated the creation of a Zendesk user whenever a payment is received through Cashfree, all thanks to Pabbly Connect.

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Conclusion

In this tutorial, we detailed how to create a Zendesk user automatically when a payment is received through Cashfree using Pabbly Connect. This integration streamlines customer support by ensuring new users are registered instantly, allowing for efficient ticket management and assistance.

Learn how to automate WhatsApp messages from Notion using Pabbly Connect and Pabbly Connect with this 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 automate WhatsApp messages from Notion using Pabbly Connect, start by visiting the Pabbly Connect website. You can do this by searching for Pabbly.com/c/connect in your browser. This will take you to the Pabbly Connect landing page where you can either sign in or sign up for free.

If you are a new user, click on ‘Sign Up for Free’ to receive 100 tasks free every month. Existing users can simply click on the ‘Sign In’ button to access their dashboard. Once you are logged in, you will have access to all Pabbly applications, including Pabbly Connect and Pabbly Chatflow.

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2. Creating a Workflow in Pabbly Connect

Once you’re in Pabbly Connect, click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow and choose a folder for it. For this tutorial, name your workflow ‘How to Send WhatsApp Message from Notion Using Pabbly Chatflow Automatically’ and save it in the ‘Automations’ folder.

• Name your workflow appropriately.
• Select the folder for organization.

After naming your workflow, click on the ‘Create’ button. This will open the workflow window where you can set up triggers and actions. Remember, triggers are events that start the workflow, while actions are what happen as a result.

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3. Setting Up the Trigger from Notion

In this step, you will set Notion as the trigger application in Pabbly Connect. Click on the trigger application and select Notion. Then, choose the trigger event as ‘New Database Item’. This means the workflow will trigger whenever a new lead is added to your Notion database.

Click on the ‘Connect’ button to establish a connection. If you haven’t connected your Notion account before, select ‘Add New Connection’. You will need to authorize Pabbly Connect by granting it necessary permissions to access your Notion data. Select the page that contains your leads, and allow access.

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4. Configuring Action to Send WhatsApp Messages

After successfully setting up the trigger, it’s time to configure the action. Search for Pabbly Chatflow as the action application. Select the action event as ‘Send Template Message’. This action will send a WhatsApp message based on the information pulled from Notion.

• Select the WhatsApp number you want to send messages from.
• Map the recipient’s mobile number from the previous step.
• Choose the template you created in Pabbly Chatflow.

Once you have configured these settings, click on ‘Connect’. You will need to enter your API token from Pabbly Chatflow to finalize the connection. After entering the token, click ‘Save’ to complete the integration.

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5. Testing the Workflow and Sending Messages

Now that your workflow is set up, it’s essential to test it. Click on the ‘Send Test Request’ button in Pabbly Connect. This will simulate adding a new lead in Notion and check if the WhatsApp message is sent successfully.

Upon successful testing, you will see a confirmation message indicating that the WhatsApp message was sent. You can check your Pabbly Chatflow inbox to verify that the message has been received. This automated process will now run in the background, sending WhatsApp messages automatically whenever a new lead is added to your Notion database.

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Conclusion

In this tutorial, we explored how to automate WhatsApp messages from Notion using Pabbly Connect and Pabbly Chatflow. By following these steps, you can streamline your communication process and ensure timely follow-ups with your leads. This powerful integration allows you to convert leads into paying clients efficiently.