Author: Nitin Maheshwari

Learn how to seamlessly integrate Instamojo with MailerLite using Pabbly Connect. Automate subscriber updates effortlessly with our detailed tutorial! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Instamojo and MailerLite Integration

To start integrating Instamojo with MailerLite, you will first need to access Pabbly Connect. This platform allows you to automate workflows effortlessly by connecting different applications. Begin by signing in to your Pabbly Connect account. If you are a new user, you can sign up for a free account to explore its features.

Once logged in, navigate to the dashboard where you will see the option to create a new workflow. Click on the ‘Create Workflow’ button to initiate the integration process. You will be prompted to name your workflow, such as ‘Create or Update MailerLite Subscriber on Instamojo Sale’. This naming will help you identify the specific automation later.

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2. Setting Up Instamojo as the Trigger in Pabbly Connect

In this step, you will configure Instamojo to be the trigger for your workflow in Pabbly Connect. Select Instamojo from the list of applications and choose the trigger event as ‘New Sale’. This means that every time a new sale occurs on Instamojo, it will trigger the workflow.

• Choose ‘New Sale’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Log in to your Instamojo account and navigate to the payment page settings.

After copying the webhook URL, go to your Instamojo dashboard and select the payment page you want to integrate. In the page settings, find the webhook section and paste the copied URL. Ensure that you set the information to be sent to ‘successful payments’ to capture relevant buyer details. Save the settings to complete the trigger setup.

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3. Testing the Integration with a Sample Payment

Now that your trigger is set up, it’s time to test the integration. You will need to make a sample payment through the Instamojo payment page. This step is crucial as it allows Pabbly Connect to receive a webhook response that confirms the integration is functioning correctly.

To test, click on the payment link for your product, fill in the required details such as name, email, and phone number, and proceed to pay. After successfully completing the payment, go back to Pabbly Connect to check if the webhook response has been received. You should see the details of the transaction, including the buyer’s information.

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4. Connecting MailerLite to Pabbly Connect

After successfully testing the Instamojo trigger, the next step is to connect MailerLite as the action application in Pabbly Connect. Select MailerLite from the application list and choose the action event as ‘Create or Update Subscriber’. This action will ensure that whenever a sale is made, the buyer’s details are automatically added to your MailerLite subscriber list.

• Connect your MailerLite account by entering the API key.
• Map the email field to the email received from the Instamojo trigger.
• Set the subscriber status to ‘active’ to ensure they receive communications.

After mapping the necessary fields, click on ‘Save and Send Test Request’. This will create or update the subscriber in your MailerLite account based on the test payment you made earlier. Check your MailerLite dashboard to confirm that the subscriber has been added successfully.

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5. Finalizing the Automation Process

With the integration complete, you can now finalize your automation process in Pabbly Connect. Review the workflow to ensure all steps are correctly configured. You can also enable the workflow to run automatically for future sales.

This automation saves you time and ensures that your email list is always up to date. Now, every time a sale occurs on Instamojo, the buyer’s information will be captured and added to your MailerLite subscriber list without any manual effort. This seamless integration enhances your ability to engage with customers through automated email campaigns.

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Conclusion

Integrating Instamojo with MailerLite using Pabbly Connect streamlines your sales process and keeps your subscriber list current. By automating the creation and updating of subscribers, you can focus more on growing your business and less on manual tasks. Follow the steps outlined in this tutorial to set up your integration and experience the benefits of automation!

Learn how to integrate Facebook Lead Ads with Discord to send channel messages using Pabbly Connect. Step-by-step tutorial for seamless automation. 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 Automation

To send Discord channel messages for Facebook Lead Ads, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage and signing in. If you’re a new user, you can sign up for a free account that provides 300 tasks monthly for exploring the software.

Once signed in, you’ll be directed to the dashboard where you can create workflows. Click on the ‘Create Workflow’ button in the top right corner to begin setting up your automation between Facebook Lead Ads and Discord.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that connects Facebook Lead Ads to Discord using Pabbly Connect. Name your workflow something descriptive, such as ‘Send Discord Channel Messages for Facebook Lead Ads’. You can choose a folder to organize your workflows, like ‘Facebook Lead Ads’.

• Click on ‘Create’ to initiate the workflow.
• Select Facebook Lead Ads as the trigger application.
• Choose ‘New Lead’ as the trigger event.

This setup allows Pabbly Connect to capture new leads automatically whenever they are generated through your Facebook Lead Ads.

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3. Connecting Facebook Lead Ads to Pabbly Connect

To connect Facebook Lead Ads with Pabbly Connect, you need to authorize your Facebook account. Click on ‘Connect’ and select your Facebook account to establish the connection. Once authorized, select the Facebook page and the lead form you are using for your ads.

After selecting your page and form, click on ‘Save and Send Test Request’ to ensure Pabbly Connect can receive data from Facebook. You will need to perform a test submission to verify that the connection is successful.

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4. Generating a Test Lead for Verification

Now that you have set up the connection, generate a test lead using the Leadest Testing Tool by Meta. Select your Facebook page and the lead form you created. Fill in the required details such as name, email, and phone number, then submit the lead.

• Ensure all fields are filled correctly before submission.
• Check for a successful response in Pabbly Connect after submission.

This step confirms that Pabbly Connect is receiving lead data from Facebook Lead Ads correctly.

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5. Sending Messages to Discord Channel

To send messages to your Discord channel, select Discord as the action application in Pabbly Connect. Choose ‘Send Channel Message’ as the action event. Connect your Discord account by following the provided instructions.

Enter the Webhook URL from your Discord channel settings. Customize the message format to include lead details such as name, phone number, and email. Use the mapping feature in Pabbly Connect to dynamically insert lead information into your message.

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Conclusion

By following these steps, you can successfully set up automation between Facebook Lead Ads and Discord using Pabbly Connect. This integration allows your team to receive instant notifications about new leads, ensuring prompt follow-ups and better customer engagement. Automate your processes today to enhance efficiency and close more deals!

Learn how to integrate Mailchimp with Instamojo using Pabbly Connect. This step-by-step guide covers all necessary steps for seamless automation. 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 Integration

To integrate Mailchimp with Instamojo, first, you need to access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly.

Visit the official 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 the dashboard that lists all available applications.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow to connect Instamojo and Mailchimp. 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 name for your workflow. Name it ‘Create Mailchimp Member on Instamojo Sale’ and select the appropriate folder to save it. After this, click the ‘Create’ button to finalize your workflow creation. This sets the stage for integrating the two applications.

• Enter a descriptive name for the workflow.
• Select a folder where the workflow will be saved.
• Click on the ‘Create’ button to proceed.

Now, you will see two sections labeled ‘Trigger’ and ‘Action’. You will set up the trigger first, which will initiate the workflow.

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3. Setting Up the Trigger with Instamojo

The next step involves setting up the trigger in Pabbly Connect. Select ‘Instamojo V1’ as your trigger application and choose the event ‘New Sale’. This configuration means that whenever a new sale occurs in Instamojo, the workflow will be triggered.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to connect Instamojo with Pabbly Connect. Go to your Instamojo account and navigate to the smart page you created for your product.

• Select ‘Instamojo V1’ as the trigger application.
• Choose ‘New Sale’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Now, edit the smart page settings in Instamojo, go to ‘Webhook’, and paste the copied URL. Ensure you toggle the button to enable the webhook and select ‘Successful Payments’ to capture only successful transactions.

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4. Setting Up the Action to Add Member in Mailchimp

Once the trigger is set, it’s time to configure the action step in Pabbly Connect. Select ‘Mailchimp’ as your action application and choose the event ‘Add Member with Custom Fields’. This action will automatically add new customers as members in your Mailchimp account whenever a purchase is made.

Click on the ‘Connect’ button to set up the connection. You will need to provide your Mailchimp API token and data center. To get these, log in to your Mailchimp account, go to your profile, and generate an API key under the ‘Extras’ section.

Select ‘Mailchimp’ as the action application. Choose ‘Add Member with Custom Fields’ as the action event. Provide your Mailchimp API token and data center.

After connecting, map the fields from the previous step to create the member details. This includes the customer’s email, first name, and last name, ensuring that each new sale is recorded in your Mailchimp audience.

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5. Finalizing the Automation and Testing

With both the trigger and action steps configured, it’s time to finalize the automation in Pabbly Connect. Test the integration by making a test payment through your Instamojo smart page. This will trigger the workflow and add the member to Mailchimp.

Once the payment is successful, check your Mailchimp account under the ‘All Contacts’ section. You should see the new member added with the details captured during the payment process. This confirms that your automation is working correctly.

By following these steps, you have successfully created an automation process between Instamojo and Mailchimp using Pabbly Connect. This integration streamlines your workflow and enhances your email marketing efforts.

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Conclusion

In this tutorial, we explored how to integrate Mailchimp with Instamojo using Pabbly Connect. By automating the addition of new customers as Mailchimp members, you can enhance your email marketing strategy and save valuable time. Embrace automation with Pabbly Connect for a more efficient business process.

Learn how to automate user creation in LearnWorlds using Gravity Forms and Pabbly Connect. Step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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Accessing Pabbly Connect for Integration

To start this integration process, you need to access Pabbly Connect. This platform enables you to automate tasks between different applications seamlessly. Begin by visiting the Pabbly Connect website and signing in to your account. If you are new, you can sign up for free and receive 100 free tasks every month.

Once logged in, you will see all available applications. Click on the ‘Access Now’ button under Pabbly Connect to enter the dashboard. Here, you will initiate the workflow that connects Gravity Forms and LearnWorlds.

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Creating a New Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear prompting you to name your workflow and select a folder for organization.

For this integration, name your workflow as ‘Create LearnWorlds User on Gravity Form Submission’ and select a folder like ‘Gravity Forms Automations’. After setting these up, click the ‘Create’ button to finalize your workflow.

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Setting Up the Trigger with Gravity Forms

The trigger is an essential part of the automation process in Pabbly Connect. Select ‘Gravity Forms’ as your trigger application and choose the event as ‘New Response’. This setup will capture any new form submissions made through Gravity Forms.

Upon selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. This URL is crucial for linking Gravity Forms to Pabbly Connect. Copy this URL and proceed to your Gravity Forms account to integrate it.

• Log in to your Gravity Forms account and select the form you want to connect.
• Navigate to the ‘Settings’ tab and select ‘Webhooks’ from the dropdown menu.
• Click on ‘Add New’ and fill in the webhook name and paste the copied URL.

After completing these steps, save the webhook settings. This will establish the connection between Gravity Forms and Pabbly Connect, allowing for data transfer upon form submission.

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Testing the Integration

Now that the webhook is set up, it’s time to test the integration. Go back to your Pabbly Connect workflow and scroll down to see the ‘Waiting for Webhook Response’ message. This indicates that Pabbly Connect is ready to receive data from Gravity Forms.

To test the submission, open the form preview and fill in the required fields. For example, enter a first name, last name, email, and phone number. Once you complete the form, click on the ‘Submit’ button. After submission, return to Pabbly Connect to check if the response has been captured successfully.

• Fill in the form fields with test data.
• Click on the ‘Submit’ button to send the data.
• Check Pabbly Connect for the captured response.

Once the test submission is successful, you will see the new lead data reflected in Pabbly Connect, confirming that the trigger is working properly.

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Setting Up the Action to Create Users in LearnWorlds

The final step involves setting up the action to create a user in LearnWorlds. In Pabbly Connect, select ‘LearnWorlds’ as the action application and choose ‘Create User’ as the action event. Click on the connect button to establish the connection.

You will need to enter the API URL, Client ID, and Client Secret from your LearnWorlds account. To find these, log into LearnWorlds, navigate to the ‘Settings’ section, and then to the ‘Developers’ option. Copy each detail and paste it into the respective fields in Pabbly Connect.

Copy the API URL, Client ID, and Client Secret from LearnWorlds. Paste these details into Pabbly Connect. Map the necessary fields, such as email and username, from the previous step.

After mapping the fields, click on the ‘Send Test Request’ button to create a test user. If successful, you will receive a confirmation response indicating that the user has been created in your LearnWorlds account.

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Conclusion

In this tutorial, you learned how to automate user creation in LearnWorlds using Gravity Forms submissions via Pabbly Connect. This integration streamlines the registration process, ensuring that new leads are automatically enrolled in the right courses. By following these steps, you can save time and enhance your workflow efficiency.

Learn how to automate the process of creating Kit subscribers from Tally Forms submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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 creating a Kit subscriber on Tally Forms submission, you first need to access Pabbly Connect. Begin by visiting 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 provides you with 100 tasks every month to explore the platform.

Once you’re logged in, navigate to the dashboard where you will find various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the workflow creation area, where you can set up your automation.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button to initiate the setup. You will be prompted to name your workflow and select a folder for organization. Name it something descriptive, like ‘Create Kit Subscriber on Tally Forms Submission’ and save it in the Automations folder.

• Click on ‘Create’ to open the workflow window.
• Set Tally as the trigger application.
• Select ‘New Response’ as the trigger event.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect your Tally account with the workflow.

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3. Connecting Tally Forms to Pabbly Connect

Now that you have the webhook URL, log into your Tally account. Navigate to the form you want to integrate, such as the Client Inquiry Form. Click on the ‘Edit’ option for this form and then go to the ‘Integrations’ tab.

• Find the Webhooks section in the Integrations tab.
• Click on ‘Connect’ under the Webhooks section.
• Paste the copied webhook URL and click on ‘Connect’.

This step completes the connection between Tally and Pabbly Connect, allowing form submissions to trigger actions in your workflow.

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4. Testing the Integration with a Form Submission

After connecting Tally to Pabbly Connect, you need to perform a test submission to capture the webhook response. Open the share link for your Tally form and fill out the form with test data, such as a demo first name and last name.

Submit the form and ensure you see a thank you message. Return to Pabbly Connect and check for the captured response. Verify that all fields match your input.

With this test, you confirm that Pabbly Connect is correctly receiving data from Tally, which is essential before setting up the action step.

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5. Creating a Kit Subscriber from Tally Forms Submission

Now that the trigger is set, it’s time to create a subscriber in Kit. In Pabbly Connect, set Kit as the action application. Choose the action event as ‘Add Subscriber to a Form’.

If you haven’t connected your Kit account yet, you will need to do so by entering your API key and API secret, which can be found in your Kit account settings under the Developer section. After entering these credentials, click on ‘Save’.

Select the form you want to add subscribers to. Map the fields from the Tally response to the Kit subscriber fields. Test the action to ensure subscribers are created correctly.

Upon successful testing, you will see that a new subscriber has been created in your Kit account without any manual effort, thanks to Pabbly Connect.

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Conclusion

This tutorial demonstrated how to automate the creation of Kit subscribers from Tally Forms submissions using Pabbly Connect. By following these steps, you can ensure that your subscriber list is always up to date, enhancing your email marketing efforts.

Learn how to integrate Cashfree Payment with Wave Customer using Pabbly Connect. Step-by-step instructions for seamless automation. 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 create a Wave customer on Cashfree Payment, you must first access Pabbly Connect. Start by visiting the Pabbly Connect website through your browser.

Once there, you will see two options: ‘Sign In’ and ‘Sign Up for Free.’ If you are new to Pabbly, click on ‘Sign Up for Free’ to create an account. Existing users can simply sign in to their accounts.

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2. Creating a Workflow in Pabbly Connect

After signing in, navigate to your dashboard and click on the ‘Create Workflow’ button. This is where you will set up the automation process. using Pabbly Connect

• Name your workflow as ‘How to Create Wave Customer on Cashfree Payment’.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to initiate the workflow.

Now, you will see the workflow window which consists of two main components: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. For this integration, select ‘Cashfree’ as the trigger application.

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3. Setting Up the Trigger with Cashfree

In the trigger setup, select the event that will initiate the workflow. Choose ‘New Payment via Form’ as your trigger event. This means that the workflow will activate whenever a new payment is received through Cashfree.

Pabbly Connect will provide you with a Webhook URL. Copy this URL as you will need it for the Cashfree setup. Next, log in to your Cashfree account and navigate to the ‘Developers’ section, then go to ‘Payment Gateway’ and select ‘Webhooks’.

• Click on ‘Payment Form’ and then select ‘Add Webhook Endpoint’.
• Paste the Webhook URL you copied from Pabbly Connect.
• Click on ‘Test and Add’ to confirm the connection.

Once added successfully, you will receive a confirmation that the webhook has been added. This indicates that your Cashfree account is now connected to Pabbly Connect.

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4. Capturing Webhook Response for Customer Details

To ensure that the correct data is captured, you need to test the webhook. Click on ‘Recapture Webhook Response’ in Pabbly Connect. This will allow you to fill in a test payment form. using Pabbly Connect

Fill out the payment form with customer details such as first name, last name, email, and phone number. After entering the details, select your payment method and complete the payment.

Choose a payment option, such as UPI ID, and enter your UPI ID. Confirm the payment to trigger the webhook.

After the payment is successful, return to Pabbly Connect to see if the webhook response has been captured. You should see the customer details you entered, confirming that the trigger setup is functioning correctly.

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5. Creating a Customer in Wave

Now that the trigger is set up and tested, it’s time to create a customer in Wave. In the Action step of your workflow, select ‘Wave’ as the action application. using Pabbly Connect

Choose ‘Create Customer’ as the action event. If you have not previously connected your Wave account, click on ‘Add a New Connection’ and follow the prompts to authorize Pabbly Connect to access your Wave account.

Map the customer details from the Cashfree payment response to the corresponding fields in Wave. Ensure that the first name, last name, email, and phone number are correctly mapped.

Once you have completed the mapping, click on ‘Send Test Request’ to verify that the customer is created successfully in Wave. You should receive a confirmation message indicating that the customer has been created.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of a Wave customer when a payment is made through Cashfree Payment using Pabbly Connect. This integration streamlines your workflow and eliminates manual data entry, ensuring that customer information is accurately captured in real-time.

With the steps outlined above, you can efficiently set up this automation for your own business, enhancing your operational efficiency and customer management.

Learn how to use Pabbly Connect to add data to the top row in Google Sheets seamlessly. Follow our step-by-step tutorial for effective automation. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

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1. Setting Up Pabbly Connect for Google Sheets Integration

Pabbly Connect is a powerful automation tool that helps you integrate various applications, including Google Sheets. To start, log in to your Pabbly Connect account and create a new workflow. This workflow will be responsible for adding data to the top row of your Google Sheets. using Pabbly Connect

In this first step, you will set up a trigger application. For this example, let’s use JotForm as the trigger. After selecting JotForm, you will need to add a webhook URL to capture form submissions. This is where Pabbly Connect shines, as it captures all relevant data for further processing.

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2. Creating an App Script to Sort Data in Google Sheets

To ensure that new data is added to the top row, you will need to create an App Script in your Google Sheets. Go to your Google Sheet, click on ‘Extensions’, and select ‘Apps Script’. This is where you will input a simple script that sorts your data based on the timestamp.

• Open your Google Sheet and navigate to Extensions > Apps Script.
• Paste the provided App Script into the editor.
• Click on the save icon to save your script.

After saving, you will need to set up a trigger for the script. This trigger will run the script whenever there is a change in the spreadsheet. This is crucial for ensuring that the latest data is always at the top, demonstrating how Pabbly Connect can automate processes effectively.

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3. Connecting Google Sheets with Pabbly Connect

Once your App Script is set up, it’s time to configure the action step in Pabbly Connect. Select Google Sheets as your action app and choose the event ‘Add New Row’. This step is essential for mapping the data collected from JotForm into your Google Sheet.

After selecting the action event, click on ‘Connect’ to establish a connection with your Google Sheets account. You will be prompted to sign in with your Google account. Make sure to grant the necessary permissions for Pabbly Connect to access your Google Sheets.

• Select the spreadsheet where you want to add data.
• Map the fields from JotForm to the appropriate columns in Google Sheets.
• Ensure all relevant data fields are correctly mapped.

This integration step emphasizes how Pabbly Connect facilitates seamless data transfer and organization within your Google Sheets.

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4. Testing the Integration to Add Data to the Top Row

After setting up the action step, it’s time to test the integration. Go back to JotForm and submit a new form entry. Once submitted, Pabbly Connect will trigger the workflow and add the new data to your Google Sheets.

Initially, the data will appear at the bottom of the sheet. However, due to the App Script you configured earlier, the data will automatically sort itself, moving the latest entry to the top. This dynamic behavior showcases the power of Pabbly Connect in automating data management tasks.

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Conclusion

Using Pabbly Connect to add data to the top row in Google Sheets enhances your data management efficiency. By following the steps outlined in this tutorial, you can automate your workflows effectively, ensuring your most recent data is always prioritized. Embrace the power of automation with Pabbly Connect to streamline your processes.

Learn how to automate Google Calendar events and send emails from Google Sheets using Pabbly Connect in this detailed 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. Setting Up Pabbly Connect for Google Sheets Integration

To start automating Google Calendar events and sending emails using SMTP via Google Sheets, you first need to set up Pabbly Connect. This powerful integration platform allows you to connect various applications effortlessly.

Begin by signing up for Pabbly Connect through the free link provided. After creating your account, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Google Sheets to Google Calendar to SMTP’.

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2. Connecting Google Sheets to Pabbly Connect

The next step involves connecting your Google Sheets to Pabbly Connect. This connection will enable you to automate the process of creating calendar events and sending emails based on the data you enter in your spreadsheet.

In the trigger section, select Google Sheets as your app and choose the trigger event as ‘New or Updated Spreadsheet Row’. Pabbly Connect will generate a webhook URL, which you need to copy and paste into your Google Sheets.

• Go to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.
• After installation, refresh your Google Sheets.

Once refreshed, go to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, you will select the sheet, paste the webhook URL, and specify the trigger column. This setup ensures that every time a new row is added or updated, Pabbly Connect receives the data.

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3. Creating Google Calendar Events with Pabbly Connect

After successfully connecting Google Sheets to Pabbly Connect, the next step is to create Google Calendar events. This is done by adding an action step in your workflow.

In the action section, select Google Calendar and choose the action event ‘Create an Event’. You will then connect your Google Calendar account to Pabbly Connect by signing in and selecting the calendar where the event will be created.

• Map the event title from the Google Sheets response.
• Specify the start and end date and time in the required format.
• Add the guest’s email address for the event from the sheet.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to verify that the event is created successfully in your Google Calendar.

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4. Sending Emails Using SMTP with Pabbly Connect

Once the event is created, the next step is to send an email notification to the guest using SMTP. This is facilitated by adding another action step in your Pabbly Connect workflow. using Pabbly Connect

Select SMTP as the app and choose the action event ‘Send Email’. Enter your SMTP server details, including the host name, username, and password. After connecting your SMTP server, you can configure the email settings.

Set the ‘From Name’ and ‘From Email’ address. Map the recipient’s email address from the Google Sheets response. Craft the subject and body of the email using HTML formatting.

After configuring the email, click on ‘Save and Send Test Request’ to check if the email is sent successfully to the guest.

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5. Testing Your Automation with Pabbly Connect

After setting up the entire workflow, it’s essential to test your automation to ensure everything functions as expected. Enter details for a new event in your Google Sheets, including the status as confirmed. using Pabbly Connect

Once you update the status, Pabbly Connect will trigger the workflow, creating the event in Google Calendar and sending an email notification to the guest. Check both your Google Calendar and email inbox to confirm the automation works flawlessly.

With Pabbly Connect, you can easily manage your events and communications without manual intervention. This automation saves time and ensures that all your guests are informed promptly.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of Google Calendar events and send email notifications using SMTP from Google Sheets. By following these steps, you can streamline your event management process efficiently.

Learn how to automate adding IndiaMART leads to Salesforce for contract manufacturing services 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. Accessing Pabbly Connect for Automation

To start automating the process of adding IndiaMART leads to Salesforce, you need to access Pabbly Connect. This powerful integration platform allows you to seamlessly connect different applications like IndiaMART and Salesforce.

Begin by visiting the Pabbly Connect website at Pabbly.com/connect. If you are a new user, you can sign up for a free account, which includes 100 free tasks every month. Existing users should log in to their accounts to access the dashboard.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button located in the top right corner. This action will prompt a dialog box where you can name your workflow.

• Name your workflow: ‘Add IndiaMART Leads to Salesforce for Contract Manufacturing Services’.
• Select a folder to save your workflow, such as ‘IndiaMART Automations’.

After filling in the necessary details, click on the ‘Create’ button to finalize your workflow setup. This will create a new workflow with a trigger and action setup.

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3. Setting Up the Trigger for IndiaMART Leads

In the newly created workflow, you will see two sections: Trigger and Action. The first step is to set up the trigger. Select Pabbly Connect as your trigger application and choose ‘IndiaMART’ as the specific application.

Next, select the trigger event as ‘New Leads’. Pabbly Connect will provide you with a unique webhook URL that you will use to connect IndiaMART with Pabbly Connect. Copy this URL for the next steps.

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4. Connecting IndiaMART to Pabbly Connect

Now, log into your IndiaMART account and navigate to the lead manager section. From the left panel, select ‘Import/Export Leads’ and then click on ‘Push API’. Here, you will need to select the source.

• Choose ‘Other’ as the source option.
• Enter ‘Pabbly Connect’ as the platform name.
• Paste the copied webhook URL in the URL field.

After entering these details, click on the ‘Save Details’ button. This will successfully link your IndiaMART account to Pabbly Connect.

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5. Testing the Integration and Creating Leads in Salesforce

With the connection established, it’s time to test the integration. Generate a test lead in your IndiaMART account by selecting a product and clicking the ‘Contact Supplier’ button. Fill in the required details and submit the inquiry.

Return to your Pabbly Connect workflow and check if the lead details have been captured. If successful, proceed to set up the action by selecting Salesforce as your action application and choosing ‘Create Lead’ as the action event. Map the necessary lead details from the previous step to create a new lead in Salesforce.

Once all fields are mapped correctly, click the ‘Save and Test Request’ button. You should see a confirmation response indicating that a new lead has been added to your Salesforce account. Refresh your Salesforce leads page to verify the new lead appears, confirming that Pabbly Connect has successfully facilitated the integration.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding IndiaMART leads to Salesforce for contract manufacturing services. By following the outlined steps, you can streamline your lead management process, ensuring that no inquiry goes unnoticed.

Learn how to automate the creation of Shopify customers from Paperform submissions using Pabbly Connect with this step-by-step tutorial. 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. Access Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting the official website. Here, you can sign in to your existing account or create a new one if you’re a first-time user. Pabbly Connect offers a free plan that includes 100 tasks each month, making it easy to get started with automation.

After logging into your account, you will see various Pabbly applications. Click on the Pabbly Connect icon to enter the dashboard, where you can create a new workflow for your integration.

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2. Create 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 appear, prompting you to name your workflow. Enter a descriptive name such as ‘Create Shopify Customer on Paperform Submission’ and select the appropriate folder for organization.

After naming your workflow, click on the ‘Create’ button to proceed. You will now see two sections labeled ‘Trigger’ and ‘Action’. The trigger will define what event will start the automation, while the action will define what happens when that event occurs.

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3. Set Up Trigger for Paperform Submission

For the trigger application, select Pabbly Connect as your trigger app and choose ‘Paperform’ as the application. Next, select the trigger event as ‘New Form Submission’. This step ensures that every time a new form is submitted in Paperform, it will trigger the workflow.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL, then log into your Paperform account and navigate to the form you want to connect. Go to the ‘After Submission’ settings, select ‘Integrations and Webhooks’, and add the webhook URL. Choose the trigger event as ‘New Submission’ and save the settings.

• Access your Paperform account and open the desired form.
• Navigate to ‘After Submission’ settings.
• Add the copied webhook URL and choose ‘New Submission’ as the trigger event.

Once the webhook is added successfully, return to your Pabbly Connect workflow. You will see a message stating that it is waiting for a webhook response. This means the connection is established.

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4. Test the Paperform Integration

To verify that the integration between Pabbly Connect and Paperform is functioning, perform a test submission on the form you just connected. Fill in the required fields, such as first name, last name, email, and phone number, then click the submit button.

After the test submission, return to your Pabbly Connect workflow. You should see the response from the form submission captured in the webhook. This confirms that the trigger is functioning correctly, and you are ready to set up the action in Shopify.

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5. Create Customer in Shopify Using Pabbly Connect

Now that the trigger is set up, it’s time to configure the action. Select ‘Shopify’ as the action application in Pabbly Connect and choose ‘Create Customer’ as the action event. Click on the connect button to establish a connection between Shopify and Pabbly Connect.

You will need to enter your Shopify store’s subdomain and the Admin API access token. To get the access token, log into your Shopify account, go to settings, then apps and sales channels, and create a new app. Make sure to configure the necessary API scopes, such as read and write access for customers. Once you have the token, paste it into Pabbly Connect.

• Enter your Shopify store’s subdomain.
• Create a new app in Shopify and configure API scopes.
• Copy the Admin API access token and paste it into Pabbly Connect.

After setting up the connection, map the fields from the Paperform submission to the Shopify customer fields. Once completed, click on the ‘Save and Send Test Request’ button. If successful, a new customer will be created in your Shopify account based on the Paperform submission data.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of Shopify customers from Paperform submissions using Pabbly Connect. By following these steps, you can efficiently manage leads and enhance customer engagement in your e-commerce store. This integration not only saves time but also ensures that your customer data is accurately captured and utilized.