How to Enroll ThriveCart Learn User on FlexiFunnels Purchase Using Pabbly Connect

Learn how to seamlessly enroll ThriveCart Learn users on FlexiFunnels purchases using Pabbly Connect with 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


1. Setting Up Pabbly Connect for FlexiFunnels and ThriveCart Learn Integration

To start the integration process, you need to access Pabbly Connect. This platform allows you to automate workflows by connecting different applications seamlessly. First, visit the Pabbly Connect homepage and sign in or create a new account.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button at the top right corner and give your workflow a name, such as ‘Enroll ThriveCart Learn User on FlexiFunnels Purchase.’ Ensure that you save this workflow in an appropriate folder for easy access.


2. Configuring the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select ‘FlexiFunnels’ as the trigger application and choose ‘New Purchase’ as the trigger event. This means that every time a new purchase is made on FlexiFunnels, it will initiate the workflow.

  • Select ‘FlexiFunnels’ as your trigger application.
  • Choose ‘New Purchase’ as the trigger event.
  • Copy the generated webhook URL provided by Pabbly Connect.

Next, you need to set this webhook URL in your FlexiFunnels account. Go to your FlexiFunnels product settings, select the product you are selling, and navigate to the ‘Set Rules’ section. Here, you will create a new rule that connects to the webhook URL you copied from Pabbly Connect.


3. Testing the FlexiFunnels Purchase Integration

After setting up the trigger, it’s essential to test the integration to ensure it works correctly. Make a test purchase on your FlexiFunnels page using dummy data. Fill in the necessary details such as first name, last name, email, and payment information, then complete the order.

Once the test purchase is successful, return to your Pabbly Connect dashboard. You should see a successful webhook response indicating that the purchase data has been captured, including transaction ID, product details, and customer information.


4. Configuring the Action in Pabbly Connect

Now that you have successfully set up the trigger, the next step is to configure the action using Pabbly Connect. Select ‘ThriveCart Learn’ as the action application and choose ‘Create New Student’ as the action event. This action will ensure that every new purchase made on FlexiFunnels will automatically enroll the buyer as a student in ThriveCart Learn.

  • Select ‘ThriveCart Learn’ as your action application.
  • Choose ‘Create New Student’ as the action event.
  • Connect your ThriveCart Learn account using the API key.

To find your API key, log in to your ThriveCart Learn account, navigate to settings, and generate a new API key. Copy this key back to Pabbly Connect to complete the connection. Next, map the necessary fields such as email, first name, and course ID from the trigger step to ensure the correct data is sent to ThriveCart Learn.


5. Finalizing the Automation Process

With the action step configured, it’s time to finalize your automation using Pabbly Connect. After mapping all necessary fields, click on the ‘Save and Send Test Request’ button to check if the integration works as expected. If successful, you will receive a confirmation response indicating that a new student has been created in ThriveCart Learn.

To verify, log into your ThriveCart Learn account and check the ‘My Students’ section. You should see the newly created user corresponding to the test purchase made through FlexiFunnels. This confirms that your automation is working correctly and that students are being enrolled seamlessly.


Conclusion

In this tutorial, we explored how to enroll ThriveCart Learn users automatically when purchases are made on FlexiFunnels using Pabbly Connect. This integration streamlines the process, ensuring users receive instant access to their courses without manual intervention. By following these steps, you can easily set up a similar workflow for your business needs.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Send WhatsApp Messages to IndiaMART Leads for Astrology Services Using Pabbly Connect

Learn how to automate sending WhatsApp messages to IndiaMART leads for astrology services using Pabbly Connect and Pabbly Connect. Follow our step-by-step guide! 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


1. Accessing Pabbly Connect for WhatsApp Integration

To send WhatsApp messages to IndiaMART leads, you first need to access Pabbly Connect. This platform enables seamless automation between your applications. Start by navigating to the Pabbly Connect homepage where you can sign in or sign up for a free account.

Upon logging in, you will see the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This process allows you to set up the automation that will send messages to your leads instantly.


2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow specifically designed to send WhatsApp messages to your IndiaMART leads. After clicking on ‘Create Workflow’, name your workflow something descriptive like ‘Send WhatsApp Message to IndiaMART Leads’. Select a folder to organize your workflows if necessary.

  • Click on the ‘Create’ button to initiate your workflow.
  • Set the trigger application as IndiaMART.
  • Choose the event ‘New Leads’ to capture incoming inquiries.

With this setup, Pabbly Connect will listen for new leads from IndiaMART and trigger the next steps automatically. This ensures you never miss a potential client.


3. Setting Up the Trigger for IndiaMART Leads

Now that you have created your workflow, it’s time to set up the trigger. In the trigger settings, select IndiaMART as the application and the event as ‘New Leads’. This configuration enables Pabbly Connect to capture lead details as they come in.

Once you select the trigger, you will be provided with a webhook URL. Copy this URL and head over to your IndiaMART account. In your IndiaMART dashboard, navigate to the ‘Lead Manager’ section, and choose ‘Push API’ under the import/export leads option.

  • Paste the webhook URL into the CRM platform name field as Pabbly Connect.
  • Select the source as ‘Other’.
  • Save your settings and generate an OTP for verification.

This setup connects your IndiaMART leads directly to Pabbly Connect, allowing for seamless automation of WhatsApp messages.


4. Sending WhatsApp Messages Using Pabbly Chatflow

After setting up the trigger, the next step is to configure the action to send WhatsApp messages. For this, select Pabbly Chatflow as your action application. You will need to choose the action event as ‘Send Template Message’.

Connect your Pabbly Chatflow account by providing the necessary API token. This token can be found in your Chatflow account settings under the API and Webhooks section. Once connected, you can map the mobile number from the incoming lead to send the WhatsApp message.

Select the template you want to use for your messages. Make sure to customize the message with dynamic variables for personalization. Test the workflow to ensure messages are sent correctly.

This integration via Pabbly Connect allows you to engage with leads instantly, improving your chances of converting inquiries into clients.


5. Conclusion: Automate Your Lead Engagement with Pabbly Connect

In this tutorial, we explored how to automate sending WhatsApp messages to IndiaMART leads for astrology services using Pabbly Connect and Pabbly Chatflow. By setting up a workflow, you can ensure timely responses to inquiries, enhancing customer engagement.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Utilizing Pabbly Connect not only saves time but also improves your chances of converting leads into clients. With the right setup, you can streamline your communication process and focus on delivering exceptional services.

Integrate Cashfree Payments with Zoho CRM Using Pabbly Connect

Learn how to integrate Cashfree Payments with Zoho CRM using Pabbly Connect to automate contact creation seamlessly. Follow our 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


1. Setting Up Pabbly Connect for Cashfree and Zoho CRM Integration

To automate the creation of Zoho CRM contacts whenever a payment is made through Cashfree, you need to access Pabbly Connect. This platform will facilitate the integration between your Cashfree payment gateway and Zoho CRM, allowing for seamless data transfer.

Start by visiting the Pabbly Connect website and signing up for a free account. After logging in, navigate to the dashboard where you can create a new workflow. This workflow will enable the automation process, linking your Cashfree account to Zoho CRM.


2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow that connects Cashfree to Zoho CRM using Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

  • Name your workflow, such as ‘Create Zoho Contact on Cashfree Payment’.
  • Select the appropriate folder to save your workflow.
  • Click on the ‘Create’ button to finalize your workflow setup.

After creating your workflow, you will need to set up a trigger event that initiates the automation process. This is where you will select Cashfree as your trigger application.


3. Setting Up the Trigger for Cashfree Payments

To capture new payments made through Cashfree, you must configure the trigger in Pabbly Connect. Select Cashfree as your trigger application and choose the event type as ‘Payment via Form’.

Upon selecting this event, Pabbly Connect will generate a webhook URL. This URL is crucial as it will link your Cashfree account to Pabbly Connect. Copy this webhook URL to use in your Cashfree settings.

Next, log into your Cashfree account, navigate to the ‘Developers’ section, and select ‘Webhooks’. Here, you will add the webhook URL you copied from Pabbly Connect to connect the two platforms.


4. Adding the Webhook Endpoint in Cashfree

After logging into your Cashfree account, go to the ‘Payment Form’ section under the Webhooks settings. Click on the ‘Add Webhook Endpoint’ option to enter the URL from Pabbly Connect.

Once you enter the webhook URL, click on the ‘Test and Add’ button. This action will send a test response to Pabbly Connect, confirming that the connection is successful. You should see a success status in Pabbly Connect, indicating that your Cashfree account is now linked.

With the webhook successfully added, you can now set up the next step in your workflow, which is to create a new contact in Zoho CRM based on the payment details received from Cashfree.


5. Creating a Contact in Zoho CRM from Cashfree Payment

Now that you have set up the trigger, it’s time to configure the action step in your Pabbly Connect workflow. Select Zoho CRM as your action application and choose the action event as ‘Create Contact’. This will automate the creation of a new contact in Zoho CRM whenever a payment is received. using Pabbly Connect

To connect your Zoho CRM account, enter the required domain information, which you can find in your Zoho CRM URL. After connecting, you will need to map the data fields from the Cashfree payment to the corresponding fields in Zoho CRM.

  • Map the customer’s name, email, and phone number from the Cashfree response.
  • Ensure to split the customer name into first and last name if necessary.
  • Click on ‘Save and Send Test Request’ to verify that the contact is created successfully in Zoho CRM.

Once you have saved the request, you can refresh your Zoho CRM account to see the newly created contact reflecting the payment details from Cashfree.


Conclusion

In this tutorial, we demonstrated how to integrate Cashfree Payments with Zoho CRM using Pabbly Connect. By following these steps, you can automate the process of creating new contacts in Zoho CRM whenever a payment is received, thus streamlining your customer management process. This integration not only saves time but also enhances your ability to manage customer interactions efficiently.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate IndiaMART Leads into Google Sheets Using Pabbly Connect

Learn how to automate the process of adding IndiaMART leads to Google Sheets using Pabbly Connect for nutrition supplements. Step-by-step guide included. 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


1. Accessing Pabbly Connect for Integration

To start adding IndiaMART leads to Google Sheets, you first need to access Pabbly Connect. This platform allows users to automate tasks without any coding skills.

Visit the Pabbly Connect website by typing Pabbly.com/connect into your browser. If you already have an account, click on ‘Sign In’. If you are a new user, you can click on ‘Sign Up for Free’ to create an account and start with 100 free tasks monthly.


2. Setting Up Your Pabbly Connect Workflow

Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, you can create a new workflow to connect IndiaMART with Google Sheets.

To set up this workflow, click on ‘Create New Workflow’. You will see two boxes appear: one for the trigger and one for the action. The trigger is the event that starts the automation.

  • Select ‘IndiaMART’ as the trigger application.
  • Choose ‘New Lead’ as the trigger event.
  • Connect your IndiaMART account using the provided Webhook URL.

After setting up the trigger, you can test it to ensure that it captures leads correctly. This step is crucial as it verifies that your integration is working properly.


3. Connecting IndiaMART to Google Sheets via Pabbly Connect

With your trigger set, the next step is to add an action that will send the captured leads to Google Sheets using Pabbly Connect. Click on the action box and select Google Sheets.

Next, choose the action event as ‘Add Row’. This action will insert each new lead into your specified Google Sheets document.

  • Sign in to your Google account to allow Pabbly Connect access.
  • Select the specific spreadsheet where you want to add the leads.
  • Map the fields from IndiaMART leads to the corresponding columns in Google Sheets.

Mapping ensures that the correct data from the leads is placed in the appropriate columns, such as name, phone number, email, and product query.


4. Testing Your Integration with Pabbly Connect

After mapping the fields, it’s essential to test your integration to confirm everything is functioning as expected. In Pabbly Connect, click on ‘Send Test Request’ to simulate a lead being added.

Check your Google Sheets to see if the test lead appears correctly. If it does, your integration is successful! If not, you may need to revisit your mapping or settings.

Once confirmed, you can activate your workflow. This means every time a new lead is generated on IndiaMART, it will automatically be added to your Google Sheets, keeping your data organized and up-to-date.


5. Finalizing and Automating Your Workflow

With your integration successfully tested, it’s time to finalize your workflow in Pabbly Connect. Make sure to save all your settings and activate the workflow to enable automation.

This automation will save you time, as every new inquiry on IndiaMART will be automatically recorded in your Google Sheets. This process is particularly beneficial for managing leads for nutrition supplements efficiently.

Remember to periodically check your Google Sheets to ensure that leads are being added correctly and to make any necessary adjustments in Pabbly Connect if needed.


Conclusion

In conclusion, using Pabbly Connect to automate the integration of IndiaMART leads into Google Sheets simplifies the management of inquiries for nutrition supplements. This tutorial provides a step-by-step guide to setting up the integration effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads with Salesforce for biofertilizer using Pabbly Connect. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To add IndiaMART leads to Salesforce for biofertilizer, first access Pabbly Connect. This powerful automation tool allows you to integrate various applications seamlessly without coding skills.

Begin by visiting the Pabbly Connect website. If you are an existing user, click on the ‘Sign In’ button located at the top right corner. If you are new, select ‘Sign Up for Free’ to create an account, which gives you access to 100 free tasks monthly.


2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to your dashboard. Here, you will create a new workflow to connect IndiaMART and Salesforce. Click on ‘Create New Workflow’ and name it appropriately, such as ‘IndiaMART to Salesforce Leads’.

  • Select ‘Trigger’ as the first step of your workflow.
  • Choose IndiaMART as the trigger application.
  • Set the trigger event to ‘New Lead’.

After selecting the trigger, you will need to connect your IndiaMART account to Pabbly Connect. This connection will allow Pabbly Connect to receive data from IndiaMART whenever a new lead is generated.


3. Setting Up IndiaMART Connection

To set up the IndiaMART connection, you will be provided with a webhook URL by Pabbly Connect. Copy this URL and head to your IndiaMART seller dashboard.

In your IndiaMART account, go to the ‘Lead Manager’ section. Click on the three dots to access ‘Import/Export Leads’, then select ‘Push API’. Here, you will need to paste the webhook URL into the designated field and save the details.

  • Select your CRM platform name as Pabbly Connect.
  • Enter the reason for connecting, e.g., ‘To assign leads to my sales team’.
  • Generate an OTP for verification.

After entering the OTP, verify the connection. Once confirmed, Pabbly Connect will be ready to receive leads from IndiaMART.


4. Adding Leads to Salesforce

Now that your IndiaMART leads are connected to Pabbly Connect, the next step is to set up Salesforce as the action application. In your Pabbly Connect workflow, select Salesforce as the action application.

Choose the action event as ‘Create Lead’. You will need to authenticate your Salesforce account with Pabbly Connect to allow data transfer. Once authenticated, map the fields from IndiaMART to the corresponding fields in Salesforce.

Map the first name, last name, email, and phone number from the lead response. Ensure all required fields in Salesforce are filled correctly. Click ‘Save and Send Test Request’ to check the integration.

After testing, you should see a successful response confirming that the lead has been created in Salesforce. This automation will save you time and ensure that all leads are captured efficiently.


5. Conclusion

In conclusion, using Pabbly Connect to integrate IndiaMART leads with Salesforce allows for seamless data transfer and automation. This process not only saves time but also ensures that all inquiries are managed effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Check out Pabbly Connect – Automate your business workflows effortlessly! Sign Up Free – Start your journey with ease! 10,000+ Video Tutorials – Learn step by step! Join Pabbly Facebook Group – Connect with 21,000+ like minded people!

By following these steps, you can automate your workflow and enhance your biofertilizer business operations. Start using Pabbly Connect today for all your integration needs!

How to Add IndiaMART Leads to Google Sheets with Pabbly Connect

Learn how to automate adding IndiaMART leads to Google Sheets for your renewable energy business using Pabbly Connect in this step-by-step 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


1. Introduction to Pabbly Connect for IndiaMART Leads

In this section, we will explore how to use Pabbly Connect to automate the process of adding IndiaMART leads to Google Sheets. By integrating these applications, you can streamline your workflow and enhance efficiency in your renewable energy business.

Using Pabbly Connect, you can automatically capture lead details from IndiaMART and save them directly into Google Sheets. This eliminates the need for manual entry, thus saving time and reducing errors.


2. Setting Up Pabbly Connect for Automation

To begin, access Pabbly Connect by visiting its website. If you are a new user, sign up for a free account to get started with 100 tasks each month. Existing users can simply log in to their accounts.

  • Visit the Pabbly Connect homepage.
  • Click on ‘Sign Up Free’ or ‘Sign In’ depending on your account status.

Once logged in, you will see the dashboard of Pabbly Connect. Here, create a new workflow by clicking the ‘Create Workflow’ button located at the top right corner. Name your workflow appropriately, for example, ‘Add IndiaMART Leads to Google Sheets for Renewable Energy Business’.


3. Configuring the Trigger in Pabbly Connect

Next, set up the trigger for your workflow. Select IndiaMART as your trigger application, and choose the event as ‘New Lead’. This means that every time a new lead is generated on IndiaMART, Pabbly Connect will capture this event.

After 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. In your IndiaMART seller account, navigate to the Lead Manager, and select ‘Import Export Leads’. Choose ‘Push API’ as your integration method.

  • Select ‘Other’ as the source.
  • Enter ‘Pabbly Connect’ as the CRM platform name.
  • Paste the copied webhook URL into the designated field.

After filling in the required details, click on ‘Save Details’ to activate the API integration. Confirm the activation by generating an OTP and entering it as prompted.


4. Connecting Google Sheets with Pabbly Connect

Once the trigger is set up, it’s time to connect Google Sheets as the action application. In Pabbly Connect, select Google Sheets and choose the action event as ‘Add New Row’. This action will ensure that every new lead captured will be added as a new row in your designated Google Sheets document.

To establish this connection, click on ‘Connect’ and select ‘Add New Connection’. Authenticate your Google account by signing in and granting the necessary permissions for Pabbly Connect to access your Google Sheets.

Select the spreadsheet where you want to store the leads. Choose the specific sheet within the spreadsheet. Map the fields such as name, email, phone number, and inquiry message from the trigger response.

After mapping the required fields, click on ‘Save and Send Test Request’ to verify that the integration works correctly. Check your Google Sheets to confirm that the new lead has been added successfully.


5. Finalizing the Automation with Pabbly Connect

With the setup complete, you can now automate the process of adding IndiaMART leads to Google Sheets with Pabbly Connect. This automation not only saves time but also ensures that you never miss any leads, thus enhancing your efficiency in managing inquiries.

Whenever a new lead is generated on IndiaMART, it will automatically populate in your Google Sheets, allowing you to track and manage your leads effectively. This seamless integration helps in improving your response time and overall lead management.

To summarize, we have successfully set up an automation workflow using Pabbly Connect that connects IndiaMART with Google Sheets. This integration is crucial for any renewable energy business looking to streamline their lead management processes.


Conclusion

In conclusion, using Pabbly Connect to automate the addition of IndiaMART leads to Google Sheets significantly improves efficiency for your renewable energy business. By following the steps outlined above, you can ensure that all leads are captured and managed effectively, allowing for better follow-ups and conversions.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate Cashfree Payments with ActiveCampaign Using Pabbly Connect

Learn how to automate the creation and updating of ActiveCampaign contacts from Cashfree payments using Pabbly Connect in this step-by-step guide. 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


1. Accessing Pabbly Connect for Integration

To start integrating Cashfree payments with ActiveCampaign, the first step is to access Pabbly Connect. This platform allows you to automate tasks seamlessly and efficiently.

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 provides 100 free tasks each month. Existing users can simply log in to their accounts to proceed with the integration.


2. Creating a Workflow in Pabbly Connect

Once logged 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.

  • Enter a name for your workflow, such as ‘Create or Update ActiveCampaign Contact from Cashfree Payment’.
  • Select a folder to save your workflow, for example, ‘Cashfree Automations’.
  • Click the ‘Create’ button to finalize the workflow setup.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result.


3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. For this integration, select ‘Cashfree’ as your trigger application.

Then, choose the event type as ‘Payment Wire Form’. This event captures the payment details whenever a customer completes a transaction through Cashfree. After selecting the trigger, Pabbly Connect will provide you with a unique webhook URL.

  • Copy the webhook URL provided by Pabbly Connect.
  • Log into your Cashfree account and navigate to the Developers section.
  • Under Webhooks, add a new webhook endpoint using the copied URL.

Once the webhook is added, perform a test payment to ensure that the connection between Cashfree and Pabbly Connect is successful.


4. Setting Up the Action in Pabbly Connect

After successfully setting up the trigger, it’s time to configure the action step. Select ‘ActiveCampaign’ as the action application. using Pabbly Connect

Choose the action event as ‘Add or Update Contact’. This step will allow you to create a new contact in ActiveCampaign or update an existing one based on the payment details captured from Cashfree.

Connect your ActiveCampaign account by entering the API key and URL. Map the data fields from the Cashfree payment response to the ActiveCampaign contact fields. Click on ‘Save and Send Test Request’ to verify that the contact is created successfully.

This action ensures that every payment processed through Cashfree results in a corresponding contact being created or updated in ActiveCampaign, streamlining your customer management process.


5. Finalizing the Integration with Pabbly Connect

With both the trigger and action set up, your integration is now complete. You can test the entire workflow by making a real payment using the Cashfree payment form.

Once the payment is processed, check your ActiveCampaign account to confirm that the new contact has been added successfully. This confirms that Pabbly Connect has effectively automated the process of creating or updating contacts based on Cashfree payments.

By using Pabbly Connect, you have eliminated the need for manual data entry, ensuring that customer information is captured quickly and accurately. This integration not only saves time but also enhances your customer relationship management.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation and updating of ActiveCampaign contacts from Cashfree payments. By following these steps, you can streamline your customer management and enhance your business operations.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create or Update SendGrid Contact on Zoho Forms Submission Using Pabbly Connect

Learn how to integrate Zoho Forms with SendGrid using Pabbly Connect to automate contact creation and updates on form submissions. 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


1. Accessing Pabbly Connect for Zoho Forms and SendGrid Integration

To start, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can easily create an account and get 100 tasks free every month. Once logged in, locate the option labeled ‘Access Now’ for Pabbly Connect to initiate the integration process. using Pabbly Connect

After accessing Pabbly Connect, click on the blue button labeled ‘Create Workflow’. You will then be prompted to name your workflow and select a folder to save it. For this integration, name your workflow as ‘How to Create or Update SendGrid Contact on Zoho Forms Submission’. Click on the ‘Create’ button to proceed.


2. Setting Up the Trigger in Pabbly Connect Using Zoho Forms

In this step, you will set up the trigger for your workflow. Select ‘Zoho Forms’ as your trigger application within Pabbly Connect. This action will prompt you to choose the trigger event, which in this case is ‘New Form Submitted’. Choosing this event will initiate the workflow every time a new form submission is made. using Pabbly Connect

  • Select ‘Zoho Forms’ as the trigger application.
  • Choose the trigger event ‘New Form Submitted’.
  • Copy the provided webhook URL for integration.

Next, log into your Zoho Forms account, navigate to the form you want to integrate, and click on ‘Edit’. Go to the ‘Integrations’ tab, find the ‘Webhooks’ section, and paste the copied webhook URL. Ensure that the webhook status is enabled, select ‘Application/JSON’ for content type, and set the authorization type to ‘None’ before saving your changes.


3. Performing a Test Submission in Zoho Forms

To verify that your trigger is working correctly, you need to perform a test submission. Access the form you integrated with Pabbly Connect and fill in the required fields. For instance, enter a first name, last name, phone number, and email address. After filling in the form, click the ‘Submit’ button. using Pabbly Connect

Once submitted, return to Pabbly Connect. You should see that it has captured the response from your Zoho Forms submission. This includes all the details you entered during the test submission. This step is crucial as it confirms that the integration between Zoho Forms and Pabbly Connect is functioning properly.


4. Setting Up the Action in Pabbly Connect for SendGrid

Now that the trigger is set, it’s time to configure the action in Pabbly Connect. Choose ‘SendGrid’ as your action application. The action event will be ‘Add or Update Contact’. If you have an existing connection, you can select it; otherwise, click on ‘Add New Connection’ to connect your SendGrid account. using Pabbly Connect

  • Select ‘SendGrid’ as the action application.
  • Choose the action event ‘Add or Update Contact’.
  • Input your API key to connect SendGrid with Pabbly Connect.

To obtain your API key, navigate to your SendGrid account settings, select ‘API Keys’, and create a new API key with full access. Copy this key and paste it into Pabbly Connect. After setting up the connection, select the list where you want to add the contacts, such as ‘New Leads’.


5. Mapping Fields in Pabbly Connect for SendGrid Contacts

In this final step, you will map the fields from your Zoho Forms submission to the corresponding fields in SendGrid. For the email address, select the email field from the response captured in the previous trigger step. Similarly, map the first name and last name fields. using Pabbly Connect

After mapping the necessary fields, click on the ‘Send Test Request’ button to ensure that the contact is created or updated in SendGrid successfully. If the test is successful, you will receive a confirmation message. You can then check your SendGrid account to verify that the new contact has been added to your selected list.


Conclusion

In this tutorial, we demonstrated how to create or update SendGrid contacts automatically using Pabbly Connect whenever a new submission is made through Zoho Forms. This integration streamlines your workflow and enhances your email marketing efforts without manual intervention. By following these steps, you can efficiently manage your leads and improve engagement.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate Facebook Lead Ads with LiveWebinar Using Pabbly Connect

Learn how to automate creating LiveWebinar registrants from Facebook Lead Ads using Pabbly Connect with this 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


1. Access Pabbly Connect for Automation

To automate the creation of LiveWebinar registrants from Facebook Lead Ads, you will need to access Pabbly Connect. Start by visiting the Pabbly Connect website, where you can either log in to your existing account or sign up for a free account if you are a new user.

Once logged in, you will see the dashboard. Click on the ‘Access Now’ button under Pabbly Connect to enter the application. This is where you will create a workflow to connect Facebook Lead Ads with LiveWebinar, streamlining your registration process.


2. Create a New Workflow in Pabbly Connect

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

  • Name your workflow as ‘Create Live Webinar Registrant for Facebook Lead Ads’.
  • Select the folder where you want to save this workflow.

Once you have entered the name and selected the folder, click on the ‘Create’ button. You will now see two sections: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result.


3. Set Up Trigger for Facebook Lead Ads

For the Trigger application, select ‘Facebook Lead Ads’ from the options provided. Choose ‘New Lead Instant’ as the trigger event. This setup ensures that whenever a new lead is generated through Facebook Lead Ads, it will trigger the workflow in Pabbly Connect.

Click on the ‘Connect’ button to establish a connection. You will be prompted to log into your Facebook account. Make sure you are logged in to avoid any connection issues. After logging in, authorize Pabbly Connect to access your Facebook Lead Ads.

  • Select the Facebook page you want to connect.
  • Choose the lead form you have created for your webinar registrations.

Once you have made your selections, click on ‘Save and Send Test Request’ to verify the connection. If successful, you will be able to see the test lead data captured by Pabbly Connect.


4. Set Up Action to Create Registrants in LiveWebinar

Next, you need to set up the Action application. Select ‘LiveWebinar’ as the Action application and ‘Create Webinar Registrant’ as the action event. Click on the ‘Connect’ button to establish a connection with LiveWebinar.

Authorize Pabbly Connect to access your LiveWebinar account. Once authorized, you will be prompted to select the webinar for which you want to create registrants. Choose the appropriate webinar from the dropdown menu.

Map the first and last name fields from the Facebook lead data. Map the email address of the lead to send confirmation.

Finally, click on ‘Save and Send Test Request’ to create a test registrant. If successful, you will see the new registrant listed in your LiveWebinar account, confirming that the integration is working smoothly through Pabbly Connect.


5. Test the Integration

To ensure everything is functioning correctly, generate another test lead using the Facebook Lead Ads testing tool. This will help verify that the connection between Facebook Lead Ads and LiveWebinar is successful via Pabbly Connect.

After generating the test lead, check your LiveWebinar account to see if the new registrant appears. Refresh the page to confirm that the integration is seamless and reliable. If the new registrant is listed, your automation is set up correctly!

This process exemplifies how Pabbly Connect can automate tasks between different applications, saving you time and effort in managing your webinar registrations.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of LiveWebinar registrants from Facebook Lead Ads. This integration streamlines your workflow, allowing you to focus on delivering impactful webinars instead of manual processes.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Add or Update Brevo Contact on FlexiFunnels Purchase with Pabbly Connect

Learn how to seamlessly add or update Brevo contacts on FlexiFunnels purchases using Pabbly Connect. Follow our step-by-step tutorial for effective 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


1. Accessing Pabbly Connect for Integration

To start the integration process of adding or updating Brevo contacts on FlexiFunnels purchases, you need to access Pabbly Connect. Begin by navigating to the Pabbly Connect website and either sign in or sign up for a free account.

Once logged in, you will see various tools offered by Pabbly. Click on the option to access Pabbly Connect to proceed with setting up the automation workflow. This platform is designed to help you connect different applications seamlessly without needing any coding knowledge.


2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Add or Update Brevo Contact on FlexiFunnels Purchase’. This naming will help you identify the workflow later.

  • Click on the ‘Create’ button to open the workflow window.
  • In this window, you will set up the trigger and action for your workflow.

In Pabbly Connect, the trigger is the event that starts the workflow, while the action is what happens as a result. You will set FlexiFunnels as the trigger application and specify the event that occurs when a purchase is made.


3. Setting Up the Trigger from FlexiFunnels

To configure the trigger, select FlexiFunnels from the list of applications in Pabbly Connect. You will then need to choose the trigger event, which should be set to ‘New Purchase’. This event will initiate the workflow whenever a new purchase is made.

Once the trigger is set, Pabbly Connect will provide you with a Webhook URL. This URL needs to be copied and pasted into your FlexiFunnels account to establish the connection. Follow the instructions within Pabbly Connect to add this Webhook URL in the appropriate section of your FlexiFunnels settings.


4. Configuring FlexiFunnels for Webhook Integration

In your FlexiFunnels account, navigate to the product settings where you want to implement the Webhook. You will need to create or edit a product and go to the ‘Set Rules’ section. Here, you will select the option to add a Webhook when the product is purchased.

  • Select the Webhook option and enter a name, such as ‘New Contact’.
  • Paste the Webhook URL you copied from Pabbly Connect.

After saving these settings, FlexiFunnels will now send a request to Pabbly Connect whenever a new purchase occurs, allowing the workflow to be triggered automatically.


5. Setting Up Brevo to Receive Data

With the trigger now set, the next step involves configuring the action application, which in this case is Brevo. Select Brevo from the application list in Pabbly Connect and choose the action event as ‘Create or Update Contact’. This ensures that whenever a new purchase is made, Brevo will either create a new contact or update an existing one.

You will need to connect your Brevo account by providing the domain and API key. This API key can be obtained from the SMTP and API settings in your Brevo account. After entering this information in Pabbly Connect, you will map the fields from the FlexiFunnels purchase data to the corresponding fields in Brevo.


Conclusion

In conclusion, using Pabbly Connect to integrate FlexiFunnels and Brevo allows for seamless updates of contact information based on purchases. This automation not only saves time but also enhances your email marketing efforts by keeping your contact list up to date. By following the steps outlined, you can easily set up this powerful integration.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.