Author: Nitin Maheshwari

Learn how to automate sending confirmation emails using Zoho Mail and adding order details to Google Sheets with Pabbly Connect for Cashfree Payments. 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 send emails using Zoho Mail and add details in Google Sheets on Cashfree Payments, you first need to access Pabbly Connect. Go to the Pabbly Connect homepage by typing the URL in your browser.

Once there, you will see options to sign in or sign up. If you are a new user, click on ‘Sign Up for Free’ to create an account and receive 100 free tasks monthly. Existing users can simply log in by clicking ‘Sign In’. This platform allows you to automate your workflows without coding.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and click on ‘Create Workflow’. A dialog box will prompt you to name your workflow. You can name it ‘Send Email Using Zoho Mail and Add Details in Google Sheets on Cashfree Payments’.

Next, select the appropriate folder for your workflow. You can create folders based on different automation tasks. For this example, select the folder related to e-commerce automations. After naming and selecting the folder, click on ‘Create’. This sets up a blank workflow ready for configuration.

• Name your workflow appropriately.
• Select the correct folder for organization.
• Click ‘Create’ to initialize the workflow.

Now, you will see two windows labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the workflow, while actions are the responses to that trigger.

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3. Setting Up the Trigger with Cashfree Payments

To set up your trigger in Pabbly Connect, select Cashfree as the trigger application. You will then choose the trigger event, which is the specific action that starts your workflow. For this integration, select ‘Payment via Form’ as the trigger event.

Next, you will receive a webhook URL from Pabbly Connect. Copy this URL and go to your Cashfree account. Navigate to the Developers section, select Products, and then Webhooks. Here, add a new webhook endpoint by pasting the copied URL and clicking ‘Test and Add’. This establishes the connection between Cashfree and Pabbly Connect.

• Select Cashfree as your trigger application.
• Choose ‘Payment via Form’ as the trigger event.
• Copy the webhook URL and add it to your Cashfree account.

After adding the webhook, you should test it to ensure the connection is successful. Once confirmed, you can proceed to the next step of the automation process.

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4. Setting Up the Action to Send Emails via Zoho Mail

Now that your trigger is set up, it’s time to configure the action. Select Zoho Mail as your action application in Pabbly Connect. Choose the action event ‘Send Email’. Before proceeding, ensure you are logged into your Zoho Mail account.

Click on ‘Connect’ and choose to add a new connection. You will need to provide the domain name of your Zoho account. After entering the domain, click ‘Save’. Pabbly Connect will request permission to access your Zoho Mail account, which you should accept.

Select Zoho Mail as your action application. Choose ‘Send Email’ as the action event. Provide your Zoho Mail domain and authorize access.

After authorization, fill in the necessary fields such as the recipient’s email (mapped from the previous step), from name, and from email. Set the email subject and body. You can format the body using HTML for better presentation.

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5. Logging Order Details into Google Sheets

Finally, to log the order details into Google Sheets, add another action step in Pabbly Connect and select Google Sheets as the application. Choose ‘Add New Row’ as the action event.

Connect to your Google account and select the spreadsheet where you want to store the order details. Map the fields such as order ID, customer name, email, and amount from the previous steps to ensure that all relevant data is captured automatically.

Add Google Sheets as an action step. Select ‘Add New Row’ as the action event. Map all relevant fields to capture order details.

After mapping the fields, test the workflow to ensure that every time a payment is made via Cashfree, an email is sent through Zoho Mail and the details are logged in Google Sheets seamlessly.

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Conclusion

In this tutorial, we demonstrated how to automate sending emails using Zoho Mail and log order details in Google Sheets through Pabbly Connect when payments are made via Cashfree. By setting up triggers and actions, you can streamline your e-commerce operations efficiently.

Utilizing Pabbly Connect not only saves time but also ensures accuracy in managing customer communications and order records. Start automating your workflows today with Pabbly Connect!

Learn how to automate sending Discord channel messages for Instamojo sales using Pabbly Connect. Step-by-step guide to streamline your workflow. 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. Introduction to Pabbly Connect for Discord Integration

Pabbly Connect is a powerful automation tool that allows you to connect various applications seamlessly. In this tutorial, we will explore how to use Pabbly Connect to send Discord channel messages whenever a sale occurs on Instamojo. This integration helps keep your team informed in real time, streamlining your workflow.

To begin, access Pabbly Connect by visiting its homepage. If you are a new user, you can sign up for free and explore its features. After signing in, you will be greeted with the dashboard where you can create workflows that connect different applications.

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2. Creating a Workflow in Pabbly Connect

To automate sending Discord messages, you first need to create a workflow in Pabbly Connect. 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 like ‘Send Discord Channel Messages on Instamojo Sale’.

• Select the appropriate folder for your workflow.
• Click on the ‘Create’ button to finalize your workflow.

After creating the workflow, you will see options for setting up triggers and actions. A trigger is an event that starts the workflow, while actions are the responses to that trigger. In this case, the trigger will be a new sale on Instamojo, and the action will be sending a message to Discord.

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3. Setting Up Trigger for Instamojo Sales

Next, you will set up the trigger for your workflow using Pabbly Connect. Choose Instamojo as your trigger application and select the ‘New Sale’ event. This means that whenever a new sale is made, the workflow will be triggered.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your Instamojo account with Pabbly Connect. Copy this webhook URL to your clipboard.

• Log in to your Instamojo account.
• Edit the payment page settings where you want to add the webhook.
• Paste the webhook URL in the appropriate field and save the changes.

By completing these steps, you successfully connect your Instamojo account with Pabbly Connect, allowing it to capture new sale events automatically.

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4. Configuring Discord Action in Pabbly Connect

Now that the trigger is set up, it’s time to configure the action that sends messages to your Discord channel using Pabbly Connect. Select Discord as your action application and choose the ‘Send Channel Message’ event. This setup allows you to notify your team whenever a sale is made.

To connect Discord with Pabbly Connect, you will need to enter the webhook URL from your Discord channel. To get this URL, go to your Discord account, select the channel, and create a new webhook. Copy this URL and paste it into the action setup in Pabbly Connect.

Enter the message format that includes details like product name, amount, customer name, and email. Map the data fields from the trigger step to dynamically insert the relevant sale information.

After setting these parameters, save the action, ensuring that your team receives timely notifications on Discord whenever a sale occurs through Instamojo.

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5. Testing the Integration

With your workflow set up, it’s crucial to test the integration to confirm that everything works correctly. You can perform a test payment through your Instamojo payment page to trigger the webhook. After making the payment, check your Discord channel to see if the notification appears.

Once you have successfully made a test payment, return to Pabbly Connect to verify that the webhook response was received. You should see the details of the payment, confirming that the integration is functioning as intended.

If the message appears in your Discord channel, congratulations! You have successfully set up the integration between Instamojo and Discord using Pabbly Connect. This automation will significantly enhance your operational efficiency.

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Conclusion

In this tutorial, we demonstrated how to send Discord channel messages on Instamojo sales using Pabbly Connect. By following these steps, you can automate notifications for your team, ensuring they are always informed about new sales. This integration not only saves time but also enhances your workflow efficiency.

Learn how to automate Salesforce lead creation from FlexiFunnels purchases using Pabbly Connect. Step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a Salesforce lead on FlexiFunnels purchase, you first need to access Pabbly Connect. This powerful automation tool enables seamless integrations between applications like Salesforce and FlexiFunnels.

Visit the Pabbly Connect homepage by typing ‘Pabbly.com/connect/’ in your browser. You can sign up for a free account or log in if you already have one. Once logged in, you will be greeted with the dashboard where you can create workflows.

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2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

• Name your workflow, e.g., ‘Create Salesforce Lead on FlexiFunnels Purchase’.
• Select a suitable folder for your workflow.
• Click on the ‘Create’ button to finalize your workflow.

Once your workflow is created, you will see two main components: Trigger and Action. Here, you will set up FlexiFunnels as the trigger application.

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3. Setting Up FlexiFunnels as the Trigger

In this step, you will configure FlexiFunnels as the trigger application in Pabbly Connect. Select FlexiFunnels from the list of applications and choose the trigger event as ‘New Purchase’.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. You need to copy this URL to set it up in your FlexiFunnels account. This URL allows Pabbly Connect to receive data whenever a new purchase is made.

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4. Configuring FlexiFunnels to Send Data to Pabbly Connect

Now, go to your FlexiFunnels account and navigate to the product settings. Here, you will set rules to send purchase data to Pabbly Connect.

• Select the product for which you want to set up the webhook.
• Under ‘Set Rules’, choose ‘Set Product Rules’.
• Enter the webhook name and paste the webhook URL you copied earlier.

Once you save the settings, FlexiFunnels will send purchase data to Pabbly Connect whenever a purchase is made.

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5. Creating a Lead in Salesforce Using Pabbly Connect

The final step involves setting up Salesforce as the action application in Pabbly Connect. Choose Salesforce and select ‘Create Lead’ as the action event.

When prompted, connect your Salesforce account by granting access to Pabbly Connect. After the connection is established, map the fields from the FlexiFunnels purchase data to the appropriate fields in Salesforce, such as first name, last name, email, and phone number.

Finally, click on the ‘Save and Send Test Request’ button. This will create a new lead in Salesforce based on the purchase data received from FlexiFunnels. You can verify the lead by refreshing your Salesforce account.

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Conclusion

In this tutorial, we explored how to automate the creation of Salesforce leads from FlexiFunnels purchases using Pabbly Connect. This integration streamlines your sales process and ensures that no potential lead is missed. By following these steps, you can enhance your customer engagement and improve your business efficiency.

Learn how to enroll ThriveCart Learn users for Facebook Lead Ads leads using Pabbly Connect, automating the process for online course management. 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 enroll ThriveCart Learn users for Facebook Lead Ads leads, you first need to access Pabbly Connect. This platform serves as the central automation tool that connects your Facebook Lead Ads with ThriveCart Learn.

Begin by signing into your Pabbly Connect account. If you’re new, you can sign up for free and get 100 tasks per month. Once signed in, navigate to the dashboard where you can see various Pabbly applications. Click on the ‘Access Now’ button under Pabbly Connect.

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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. A dialog box will prompt you to enter a workflow name and select a folder.

• Name your workflow as ‘Enroll ThriveCart Learn User for Facebook Lead Ads Lead’.
• Select a folder to save your workflow, for instance, ‘Facebook Lead Ads Automations’.

Once you have named your workflow and selected a folder, click on the ‘Create’ button. This will set up the framework for your automation process using Pabbly Connect.

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3. Setting Up the Trigger with Facebook Lead Ads

The next step involves setting up a trigger in Pabbly Connect. For this integration, select ‘Facebook Lead Ads’ as your trigger application. The specific trigger event you want to configure is ‘New Lead Instant’.

After selecting the trigger application and event, click on the ‘Connect’ button. A new window will appear prompting you to add a new connection. Ensure that you are logged into your Facebook account to facilitate this connection.

• Authorize Pabbly Connect to access your Facebook Lead Ads.
• Select the Facebook page and lead form you want to use.

Once this setup is complete, click on ‘Save and Send Test Request’ to verify if the connection is successful. This will allow Pabbly Connect to capture lead details whenever a new lead is generated.

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4. Setting Up the Action Step for ThriveCart Learn

With the trigger successfully set up, the next phase is to configure the action step. Choose ‘ThriveCart Learn’ as your action application and select the event ‘Create New Student’. This is where Pabbly Connect will facilitate the enrollment of new leads into your ThriveCart courses.

Click on the ‘Connect’ button and create a new connection by providing the necessary API token from your ThriveCart account. This token is essential for Pabbly Connect to communicate with ThriveCart.

Go to the API and Webhook settings in ThriveCart to create a new API key. Copy the API key and paste it into Pabbly Connect.

After connecting, map the necessary fields such as email and course ID from the lead details captured in the trigger step. This mapping ensures that every new lead is automatically enrolled as a student in your ThriveCart Learn account.

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5. Testing the Integration

Now that everything is set up, it’s time to test the integration. Generate a test lead using the Facebook Lead Ads testing tool. Ensure that the lead details are filled out correctly and submitted.

Once the test lead is generated, return to Pabbly Connect and check if the lead details have been captured in the workflow. If successful, you should see the lead’s information reflected in the response section.

Verify that the new lead appears in your ThriveCart Learn account as a student. Check that the enrollment is successful and that the student has access to the course.

This testing phase confirms that your automation setup using Pabbly Connect is working seamlessly, allowing for efficient enrollment of students from Facebook Lead Ads.

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Conclusion

This tutorial demonstrated how to enroll ThriveCart Learn users for Facebook Lead Ads leads using Pabbly Connect. By automating this process, you can streamline your online course management and ensure that interested students gain immediate access to their courses.

With Pabbly Connect, integrating Facebook Lead Ads with ThriveCart Learn becomes a straightforward task, enhancing your business efficiency.

Learn how to automate creating Apollo.io contacts from Cashfree payments using 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 Cashfree Payment Integration

To create an Apollo.io contact from Cashfree payments, you first need to access Pabbly Connect. This is the central platform that facilitates the integration between these two applications.

Visit the Pabbly Connect website and log 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, you will see the dashboard where you can create your workflow.

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2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow for the integration. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. This initiates the process of setting up your automation. using Pabbly Connect

• Name your workflow as ‘Create Apollo Contact on Cashfree Payment’.
• Select a folder where you want to save this workflow.
• Click the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The trigger is the event that starts your automation, and the action is what happens as a result of that trigger.

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3. Setting Up the Trigger with Cashfree Payment

The next step involves setting up the trigger for your workflow. Select ‘Cashfree’ as the trigger application since it will capture the payment details. using Pabbly Connect

For the trigger event, choose ‘Payment via Form’. This allows Pabbly Connect to capture the payment response when a customer makes a payment through Cashfree. After selecting these options, Pabbly Connect will provide you with a unique webhook URL.

• Copy the webhook URL provided by Pabbly Connect.
• Log in to your Cashfree account and navigate to the Developers section.
• Under Webhooks, add the webhook URL you copied from Pabbly Connect.

After adding the webhook, click on the ‘Test and Add’ button to check if the connection is successful. Once the test response is captured, you will be ready to proceed with the next steps.

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4. Filtering Payments for Specific Cashfree Forms

After successfully capturing the payment response, the next step is to filter the payments to ensure that only specific transactions trigger the creation of contacts in Apollo.io. This is done by adding a filter action in Pabbly Connect. using Pabbly Connect

Select ‘Filter’ as the action application and choose ‘Filter Values’ as the action event. This allows you to set conditions for which payments should trigger the next action. Map the form ID from the previous response to ensure that only payments from the specified form are processed.

Set the condition to check if the form ID equals the ID of your specific Cashfree form. Click ‘Save and Send Test Request’ to ensure the filter is set correctly.

Once the filter is successfully applied, Pabbly Connect will only proceed to create a contact in Apollo.io when the payment matches the specified criteria.

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5. Creating the Contact in Apollo.io

The final step in this automation is to create a contact in Apollo.io based on the payment information captured from Cashfree. Select ‘Apollo’ as the action application and choose ‘Create Contact’ as the action event.

Connect your Apollo.io account by entering the required API key. You can generate this key from the Apollo developer portal. Once connected, you will need to map the customer data from the previous responses to the fields required in Apollo.io.

Map the customer’s first name and last name, splitting them if necessary. Fill in other required fields such as email, address, and title.

After filling in all the required details, click on the ‘Save and Send Test Request’ button. If successful, you will see the new contact created in your Apollo.io account, confirming that the automation works seamlessly with Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate the creation of Apollo.io contacts from Cashfree payments using Pabbly Connect. By following these steps, you can streamline your customer management process and enhance engagement with your clients.

Learn how to automate adding Shopify customers to Pabbly Connect using Pabbly Connect in this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Shopify Integration

To automate adding a Pabbly Email Marketing subscriber from a Shopify order, you first need to set up Pabbly Connect. Begin by signing up for a free account via the link provided in the description. Once registered, log into your Pabbly Connect dashboard.

Next, create a new workflow by clicking on the ‘Create Workflow’ button. Name this workflow something descriptive, like ‘Shopify to Pabbly Email Marketing’. After naming, select a folder in your Pabbly Connect account to store this workflow and click on the ‘Create’ button.

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2. Connecting Shopify to Pabbly Connect

In this step, you will connect your Shopify account to Pabbly Connect. Start by selecting Shopify as your app in the trigger section. Choose ‘New Order’ as the trigger event. This setup ensures that every time a new order is placed on Shopify, Pabbly Connect will capture the order details.

• Select Shopify version 2 from the options.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your Shopify settings and navigate to Notifications.
• Create a new webhook using the copied URL and select ‘Order Creation’ as the event.

After saving the webhook, your Shopify account is successfully connected to Pabbly Connect. This means Pabbly Connect is now ready to capture customer order details whenever a new purchase is made.

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3. Capturing Order Details in Pabbly Connect

Now that Shopify is connected, it’s time to place a test order. Go to your Shopify store and make a dummy purchase. Fill in the customer details, including name and email, and complete the checkout process.

Once the order is placed, return to Pabbly Connect. You will notice that it shows ‘Waiting for webhook response’. Once the order is captured, the details will populate in the trigger section, showing customer and order information.

• Verify that you can see the customer’s name, email, and order details.
• Ensure the order total and product details are displayed correctly.

With the order details captured, you have completed the initial setup of the automation workflow in Pabbly Connect. This step ensures that all necessary information is available for the next action.

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4. Adding Subscriber in Pabbly Email Marketing

Next, you will set up the action to add the captured customer details as a subscriber in Pabbly Email Marketing. In the action section of Pabbly Connect, choose Pabbly Email Marketing and select ‘Add Subscriber’ as the action event.

To connect your Pabbly Email Marketing account, you need to enter the API token, which can be found in your Pabbly Email Marketing account under Integrations. After connecting, select the list where you want to add the subscriber, such as ‘Shopify Customers’.

Map the email and name fields using the data captured from the Shopify order. Ensure to map the first and last names correctly to the respective fields.

After mapping the fields, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that the subscriber has been added to Pabbly Email Marketing, confirming that the integration via Pabbly Connect is functioning correctly.

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5. Testing the Integration Workflow

To ensure everything is working as intended, place another test order in your Shopify store with different customer details. Complete the checkout process and return to Pabbly Connect to observe the workflow.

Refresh your Pabbly Email Marketing subscriber list and verify that the new customer has been added as a subscriber. This step confirms that the automation is functioning correctly, capturing new orders and adding customers to your email list seamlessly.

By following these steps, you have successfully integrated Shopify with Pabbly Email Marketing using Pabbly Connect. This automation not only saves time but also ensures that your marketing efforts reach new customers effectively.

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Conclusion

In this tutorial, we covered how to use Pabbly Connect to automate the process of adding Shopify customers to Pabbly Email Marketing. This integration streamlines your email marketing efforts by ensuring that every new order results in a new subscriber added automatically.

Learn how to seamlessly add IndiaMART leads to Google Sheets for contract manufacturing services using Pabbly Connect. Step-by-step guide included! 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 automate the process of adding IndiaMART leads to Google Sheets, you first need to access Pabbly Connect. Visit the Pabbly Connect homepage and sign up or log in if you already have an account. This integration will streamline how you manage leads from IndiaMART.

After logging in, you will see the dashboard where you can create new workflows. Click on the ‘Create Workflow’ button to get started. This step is crucial as it sets the foundation for automating the lead capture process with Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect specifically for IndiaMART leads. Click on the ‘Create Workflow’ button and name it ‘Add IndiaMART Leads to Google Sheets for Contract Manufacturing Services’. Select a folder to save your workflow, making it easier to manage.

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

Once the workflow is created, you will need to set up a trigger for the integration. This trigger will be the event that initiates the workflow whenever a new lead is received from IndiaMART. This ensures that all incoming inquiries are captured efficiently using Pabbly Connect.

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3. Setting Up the Trigger for IndiaMART Leads

To set up the trigger, select IndiaMART as the application in Pabbly Connect. Choose the trigger event as ‘New Lead’. This selection is vital as it tells Pabbly Connect to listen for new inquiries that come through your IndiaMART account.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your IndiaMART account to Pabbly Connect. Copy this URL and navigate to your IndiaMART seller account to set up the integration.

• Select IndiaMART as the application for the trigger.
• Choose ‘New Lead’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Once the webhook URL is set up in your IndiaMART account, Pabbly Connect will be ready to capture any new leads that come in. This automation will save you time and reduce the risk of missing valuable inquiries.

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4. Connecting Google Sheets to Pabbly Connect

After successfully setting up the trigger, the next step is to connect Google Sheets to Pabbly Connect. Select Google Sheets as the action application and choose the action event as ‘Add a New Row’. This action will allow you to automatically add new lead details to your Google Sheets whenever a new inquiry is captured.

Click on ‘Connect’ to establish a new connection with your Google Sheets account. You will be prompted to sign in to your Google account and grant Pabbly Connect access to your Google Sheets. Once connected, select the specific spreadsheet and worksheet where you want the lead information to be stored.

Select Google Sheets as the action application. Choose ‘Add a New Row’ as the action event. Connect to your Google Sheets account.

This connection ensures that every new lead from IndiaMART is recorded in your Google Sheets, making it easier to track and manage inquiries for your contract manufacturing services.

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5. Mapping Data and Testing the Automation

With the Google Sheets connection established, the next step is to map the data from the IndiaMART lead to the corresponding fields in your Google Sheets. This mapping process ensures that the correct information, such as name, email, phone number, and inquiry, is automatically populated in your spreadsheet.

After mapping the data, it is essential to test the automation. Submit a test inquiry through your IndiaMART account to verify that the lead information is correctly added to your Google Sheets. This final step confirms that Pabbly Connect is functioning as intended, allowing you to automate lead management efficiently.

Map the lead data to the corresponding Google Sheets fields. Submit a test inquiry through IndiaMART. Verify that the information appears correctly in Google Sheets.

Once confirmed, your automation is complete, and you can now efficiently manage your leads using Pabbly Connect to streamline your contract manufacturing services.

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Conclusion

Automating the addition of IndiaMART leads to Google Sheets using Pabbly Connect simplifies lead management for contract manufacturing services. By following these steps, you can ensure that all inquiries are captured efficiently, allowing for better organization and faster response times. Utilize this powerful integration to enhance your business operations and maximize your potential leads.

Learn how to integrate Mailchimp and Cashfree payments seamlessly 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. Setting Up Pabbly Connect for Cashfree and Mailchimp Integration

To automate the process of creating a Mailchimp member upon receiving a payment via Cashfree, you first need to access Pabbly Connect. This integration platform allows seamless automation between various applications, including Mailchimp and Cashfree.

Start by visiting the Pabbly Connect website. If you are a new user, sign up for a free account to explore its features. Existing users can log in directly. Once logged in, you will be directed to the dashboard where you can create a new workflow for your integration.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow to connect Cashfree with Mailchimp using Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. Name your workflow something like ‘Create Mailchimp Member on Cashfree Payment’.

• Select the appropriate folder for your workflow.
• Set up a trigger for the workflow, which will be Cashfree in this case.
• Choose the trigger event as ‘Payment Success’.

After setting up the trigger, you will see options to configure the action that follows. This action will be to add a new member in Mailchimp, which you will set up in the next steps.

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3. Connecting Cashfree to Pabbly Connect

To connect Cashfree with Pabbly Connect, you need to generate a webhook URL. In your Cashfree account, navigate to the developer section and select ‘Webhooks’. Here, you will add the webhook URL provided by Pabbly Connect.

Copy the webhook URL from Pabbly Connect and paste it into the webhook endpoint field in Cashfree. After entering the URL, click on ‘Test and Add’ to ensure that the connection is established successfully.

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4. Setting Up Mailchimp Integration in Pabbly Connect

Once Cashfree is connected, you will set up the action to add a member to Mailchimp. In the action step, select Mailchimp as your application and choose the action event as ‘Add New Member with Custom Fields’.

Next, you will need to connect your Mailchimp account to Pabbly Connect. Enter the required API key and data center information from your Mailchimp account. This step is crucial as it allows Pabbly Connect to send data to Mailchimp seamlessly.

• Select the audience list in Mailchimp where new members will be added.
• Map the email address, first name, and last name fields from the Cashfree payment response.
• Ensure all required fields are filled before proceeding.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the integration works correctly. You should see a confirmation that a new member has been added to your Mailchimp account.

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5. Testing the Integration

To finalize your setup, you need to test the entire integration process. Make a test payment using the Cashfree payment form you set up earlier. Once the payment is processed, check your Mailchimp account to see if the new member has been successfully created.

If everything is set up correctly, you should see the new member listed in your Mailchimp contacts with the details you provided during the payment process. This confirms that Pabbly Connect has successfully automated the workflow between Cashfree and Mailchimp.

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Conclusion

In this tutorial, we explored how to create a Mailchimp member automatically whenever a payment is made through Cashfree using Pabbly Connect. This integration streamlines your email marketing efforts and saves you time by automating member additions. With Pabbly Connect, you can enhance your business processes and focus on what matters most.

Learn how to automate the enrollment of Zenler users from Facebook Lead Ads 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.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating the enrollment process of Zenler users from Facebook Lead Ads, first, access Pabbly Connect. This platform allows seamless integration between various applications, including Facebook and Zenler. If you are a new user, you can sign up for free and receive 100 tasks every month.

Once you have signed in, navigate to your dashboard. From here, you will select Pabbly Connect by clicking on the ‘Access Now’ button. This action will direct you to the Pabbly Connect dashboard, where you can create your workflow.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow and choose a folder to save it in. For this integration, name the workflow ‘Enroll Zenler User for Facebook Lead Ads Lead’ and select the folder named ‘Facebook Lead Ads Automations’. using Pabbly Connect

• Click on the ‘Create’ button to establish your workflow.
• Understand the two key components: Trigger and Action.
• Set up your trigger first, which captures the new leads from Facebook Lead Ads.

Your workflow is now ready, and you can begin configuring the trigger that will initiate the automation process.

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3. Setting Up Trigger with Facebook Lead Ads

For the trigger application, select Pabbly Connect and then choose ‘Facebook Lead Ads’ as the trigger app. The event you want is ‘New Lead Instant’, which captures new leads as they come in. Click on the ‘Connect’ button to establish a connection between Facebook Lead Ads and Pabbly Connect.

Log into your Facebook account and authorize the connection. After authorization, you will need to select the Facebook page and the lead form associated with your ads. For example, choose the page named ‘Spark Success Coaching’ and the lead form titled ‘Course Registration Form’.

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4. Testing the Connection and Capturing Leads

After setting up your trigger, it’s crucial to test the connection. To do this, generate a test lead using the Facebook Lead Ads Testing Tool. Ensure you select the same page and lead form you previously configured. Fill out the required details such as first name, last name, email, and phone number.

• Click on the ‘Continue’ button to submit the test lead.
• Return to Pabbly Connect to verify that the lead information has been captured successfully.

Once the test lead is captured, you can proceed to set up the action step which will enroll the captured lead into your Zenler account.

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5. Enrolling User in Zenler

The next step is to enroll the captured lead as a user in your Zenler account. For this, select Zenler as your action application and choose the action event ‘Add New User’. Click ‘Connect’ to set up the connection between Zenler and Pabbly Connect.

Provide the required API key and school URL from your Zenler account. Once connected, map the fields from the captured lead to the respective fields in Zenler, including first name, last name, email, and phone number. After mapping the data, click on ‘Save and Send Test Request’ to add the user.

To finalize the process, check your Zenler account to confirm that the new user has been successfully enrolled. This completes the integration process between Facebook Lead Ads and Zenler using Pabbly Connect.

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Conclusion

In this tutorial, you learned how to automate the enrollment of Zenler users from Facebook Lead Ads using Pabbly Connect. This integration saves time and enhances the onboarding experience for new students. By following these steps, you can efficiently manage your leads and streamline your course enrollment process.

Learn how to create or update Keap contacts on FlexiFunnels purchases using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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 or update a Keap contact on a FlexiFunnels purchase, you first need to access Pabbly Connect. This platform enables seamless integration between FlexiFunnels and Keap, automating the entire process.

Start by visiting the Pabbly Connect website and logging into your account. If you’re a new user, you can sign up for free and receive 100 free tasks every month. Once logged in, you will see all Pabbly applications available.

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2. Creating a Workflow in Pabbly Connect

Next, create a new workflow in Pabbly Connect to automate the process. Click on the ‘Create Workflow’ button in the top right corner. A dialog box will appear asking for the workflow name and folder selection.

• Enter the workflow name as ‘Create or Update Keap Contact on FlexiFunnels Purchase’.
• Select the appropriate folder for saving your workflow.

After entering the required details, click the ‘Create’ button. This will set up your workflow, which consists of a trigger and an action. The trigger will capture the purchase event from FlexiFunnels, while the action will create or update the contact in Keap.

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3. Setting Up the Trigger for FlexiFunnels

Now, it’s time to set up the trigger in your Pabbly Connect workflow. Select FlexiFunnels as the trigger application and choose the ‘New Purchase’ event. This will allow Pabbly Connect to capture the purchase details automatically.

Once selected, Pabbly Connect will provide you with a webhook URL. Copy this URL to integrate with FlexiFunnels. Log into your FlexiFunnels account and navigate to the products page. Here, you will set up the webhook to connect FlexiFunnels with Pabbly Connect.

• Go to the product settings and select ‘Set Rules’.
• Select ‘Webhook’ and enter the copied URL.

After saving the webhook settings, return to your Pabbly Connect workflow. You will see that it is now waiting for a webhook response, indicating that the setup is successful.

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4. Performing a Test Purchase

To ensure that everything is working correctly, perform a test purchase on your FlexiFunnels product. This step is crucial as it allows Pabbly Connect to capture the purchase data. Fill in the required customer details and complete the order.

Once the purchase is completed, return to your Pabbly Connect workflow. You should see the captured response indicating that the trigger has successfully captured the purchase event. This response includes essential details such as the customer’s name, email, address, and ZIP code.

Verify that all information is correct and that the response is accurately reflecting the data entered during the test purchase. This confirms that the connection between FlexiFunnels and Pabbly Connect is functioning as expected.

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5. Setting Up the Action to Create or Update Keap Contact

Now that the trigger is set up, it’s time to configure the action in Pabbly Connect. Select Keap as the action application and choose the ‘Create/Update Contact’ action event. This step is essential for adding or updating the contact in your Keap account based on the purchase data captured.

Click on the connect button to authorize Pabbly Connect to access your Keap account. After granting permission, you will need to map the data fields from the previous step to the corresponding fields in Keap. This includes the customer’s first name, last name, email, and address.

Map the first name and last name from the captured response. Ensure the email and address fields are also mapped correctly.

After mapping all necessary fields, click on the ‘Save and Send Test Request’ button. If successful, you will receive a positive response indicating that the contact has been created or updated in your Keap account. Check your Keap account to confirm the new contact is listed.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to create or update Keap contacts based on purchases made through FlexiFunnels. This automation not only saves time but also ensures that your customer data is always up to date. By following these steps, you can streamline your workflow and enhance your customer management process.