Author: Nitin Maheshwari

Learn how to automate user enrollment in Zenler for Razorpay payments through Pabbly Connect in this detailed tutorial. Streamline your online course management today! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating user enrollment in Zenler for Razorpay payments, you need to access Pabbly Connect. Begin by navigating to the Pabbly Connect homepage by typing Pabbly.com/connect in your browser. If you already have an account, simply click on the ‘Sign In’ button.

If you’re a new user, click on the ‘Sign Up for Free’ button to create an account. This process takes just a couple of minutes and provides you with 100 free tasks each month to explore the integration capabilities of Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

Once you’re logged into Pabbly Connect, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. A dialog box will appear asking for a name. Enter ‘Enroll Zenler User on Razorpay Payment’ as the workflow name and select your desired folder for organization.

This workflow will consist of a trigger and an action. The trigger will be set to Razorpay, and the action will be Zenler. This means that every time a payment is captured in Razorpay, a corresponding user will be enrolled in Zenler.

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

After creating the workflow, you will see two main sections: Trigger and Action. The next step is to configure the trigger to listen for payment captures in Razorpay.

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3. Setting Up the Razorpay Trigger

In the trigger section, select Razorpay as the application and choose the event as ‘Payment Captured’. This event will initiate the workflow each time a payment is successfully processed. You will receive a webhook URL from Pabbly Connect that needs to be added to your Razorpay account.

To do this, navigate to your Razorpay account settings and find the Webhooks section. Here, click on ‘Add New Webhook’, paste the webhook URL you received, and select the event ‘Payment Captured’. After saving the webhook, ensure it is enabled. This setup allows Razorpay to communicate with Pabbly Connect whenever a payment is made.

• Select Razorpay as the trigger application
• Choose ‘Payment Captured’ as the trigger event
• Add the webhook URL to Razorpay settings

With this configuration, every payment captured by Razorpay will send data to Pabbly Connect, allowing you to automate the enrollment process in Zenler.

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4. Adding a Filter Condition for Specific Payments

To ensure that only payments from a specific course lead to user enrollment in Zenler, you need to add a filter step in Pabbly Connect. This filter will check if the payment corresponds to the ‘Master of Digital Marketing’ course. In the action step, select ‘Filter’ as the application and set the condition to match the course name from the payment response.

In this filter, you will map the course name received from Razorpay to check if it equals ‘Master of Digital Marketing’. If the condition is met, the workflow will proceed to the next step of enrolling the user in Zenler. If not, it will stop, ensuring only relevant payments trigger user enrollment.

Select ‘Filter’ as the action application Set the condition to match the course name Ensure the workflow proceeds only for specific payments

This filter ensures that only payments for the specified course will result in user enrollment, maintaining the integrity of your course management.

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5. Enrolling Users in Zenler

After the filter condition is set, the final step is to configure the action to enroll users in Zenler. Select Zenler as the action application and choose the event ‘Add New User’. You will be prompted to connect to your Zenler account. Provide the necessary API key and school name to establish this connection.

Once connected, map the user details such as first name, last name, email, and phone number from the Razorpay payment response. After mapping these fields, click on the ‘Save and Send Test Request’ button to verify the enrollment. If successful, the user will be added to your Zenler account, and you can check the student section to confirm their enrollment.

Select Zenler as the action application Choose ‘Add New User’ as the action event Map user details from Razorpay response

This integration with Pabbly Connect ensures a seamless process where every payment leads to automatic user enrollment in Zenler, enhancing your course management efficiency.

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Conclusion

In this tutorial, we explored how to automate user enrollment in Zenler for Razorpay payments using Pabbly Connect. By following these steps, you can streamline your online course management and ensure that every payment results in a new user being enrolled seamlessly.

Learn how to automate adding IndiaMART leads to Salesforce for insurance and investment services using Pabbly Connect. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration of IndiaMART leads to Salesforce, first, you need to access Pabbly Connect. Open your browser and type in the URL Pabbly.com/connect. This will take you to the Pabbly Connect homepage.

If you are an existing user, click on the ‘Sign In’ button. For new users, click on ‘Sign Up for Free’ to create an account. You will receive 100 free tasks every month to explore the platform and test various automations. Once logged in, click on the ‘Access’ button to enter the dashboard of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create a new workflow to automate the process. Click on the ‘Create Workflow’ option. A dialog box will appear asking for a name for your workflow. Name it ‘Add IndiaMART Leads and Inquiries to Salesforce for Insurance and Investment Service’ and select the appropriate folder for organization.

• Click on ‘Create’ to initialize the workflow.
• You will see a blank workflow screen with two sections: Trigger and Action.
• Triggers initiate the workflow, while Actions are the responses to those triggers.

In this case, the trigger will be a new lead from IndiaMART, and the action will be to add that lead to Salesforce. This setup will allow Pabbly Connect to manage the flow of information seamlessly.

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3. Setting Up the Trigger for IndiaMART Leads

Next, you need to set up the trigger in Pabbly Connect. Select IndiaMART as your trigger application and choose the ‘New Leads’ trigger event. This event will activate the workflow whenever a new lead is received.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it will act as a bridge to transfer data from IndiaMART to Pabbly Connect. Copy this webhook URL and proceed to your IndiaMART account.

• Log into your IndiaMART seller account.
• Navigate to the Lead Manager section and select ‘Push API’.
• Paste the copied webhook URL into the designated field and save the details.

By doing this, every new lead inquiry from IndiaMART will be sent to Pabbly Connect automatically, initiating the workflow you just created.

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4. Testing the Connection and Capturing Leads

After setting up the webhook in IndiaMART, return to Pabbly Connect. The interface will show that it is waiting for a webhook response. To test the connection, you need to submit a new lead inquiry on IndiaMART.

Open a dummy profile or create a new inquiry on your IndiaMART account. Fill in the necessary details such as name, email, phone number, and inquiry message. Once submitted, the inquiry will trigger the webhook and send the lead data to Pabbly Connect.

Ensure all details are entered correctly in the inquiry form. After submission, check Pabbly Connect for the captured lead data.

Once the lead data appears in Pabbly Connect, you can confirm that the connection is successfully established and ready for the next step.

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5. Integrating Salesforce with Pabbly Connect

Now that you have confirmed the lead data is captured in Pabbly Connect, it’s time to set up Salesforce as the action application. Select Salesforce and choose the action event as ‘Create a Record’. This action will add the captured lead information into your Salesforce CRM.

Before proceeding, ensure you are logged into your Salesforce account. In Pabbly Connect, click on ‘Connect’ to establish the connection. You will be prompted to allow permissions for Pabbly Connect to access your Salesforce account. Click ‘Allow’ to proceed.

Map the fields from the lead data captured in Pabbly Connect to the corresponding fields in Salesforce. Ensure all required fields such as first name, last name, email, and phone number are filled in. Click ‘Save and Send Test Request’ to add the lead to Salesforce.

After successfully mapping the fields and saving the request, your lead will now be available in Salesforce. This integration allows you to manage and nurture your leads effectively, enhancing your sales process.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding IndiaMART leads to Salesforce for insurance and investment services. By following these steps, you can streamline your lead management and enhance your business efficiency.

Utilizing Pabbly Connect for this integration not only saves time but also ensures that no lead is missed, allowing for better customer engagement and improved sales outcomes. Start automating today and watch your business grow!

Learn how to automate adding IndiaMART leads to Google Sheets for digital flex printing services using Pabbly Connect. Step-by-step tutorial 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

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1. Accessing Pabbly Connect for Automation

To start adding IndiaMART leads to Google Sheets, you first need to access Pabbly Connect. Simply open your browser and search for ‘Pabbly.com’ to reach the landing page of Pabbly Connect.

Once on the landing page, you will have two options: ‘Sign In’ and ‘Sign Up for Free’. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can click on ‘Sign In’ to access their dashboard. After signing in, click on ‘Access Now’ under Pabbly Connect to begin your automation setup.

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2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, the next step is to create a workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow and select a folder to save it in. using Pabbly Connect

• Name your workflow: ‘Add IndiaMART Leads to Google Sheets for Digital Flex Printing Services’.
• Select the folder: Automations.

Once you have named your workflow, click on ‘Create’. This will open the workflow window where you can set the trigger and action for your automation.

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3. Setting Up the Trigger with IndiaMART

In the workflow window, you need to set up the trigger. Search for ‘IndiaMART’ and select it as your trigger application. For the trigger event, choose ‘New Leads’. This will provide you with a webhook URL that you will use to connect IndiaMART with Pabbly Connect.

Copy the webhook URL and log into your IndiaMART account. Navigate to the Lead Manager section, click on the three dots for ‘Import/Export Leads’, and then select ‘Push API’. Here, you will input the webhook URL and select ‘Other’ as the source. For the CRM platform name, enter ‘Pabbly Connect’.

• Select the source as ‘Other’.
• Enter ‘Pabbly Connect’ for the CRM platform name.
• Paste the webhook URL you copied earlier.

After saving the details, you will need to generate an OTP to complete the connection. Enter the OTP and submit to finalize the integration. Your IndiaMART account is now successfully connected to Pabbly Connect.

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4. Adding IndiaMART Leads to Google Sheets

With the trigger set, the next step is to define the action. For the action application, select ‘Google Sheets’. Choose ‘Add New Row’ as the action event. If you have already connected your Google Sheets account, you can select it; otherwise, click on ‘Add a New Connection’ and sign in with your Google account. using Pabbly Connect

After successful connection, select the spreadsheet where you want to add the lead details. Ensure you select the correct spreadsheet, such as ‘New Leads and Inquiries’, and the sheet name, typically ‘Sheet1’. You will then map the fields from the IndiaMART lead response to the corresponding columns in your Google Sheet.

Map the name field to the sender’s name. Map the phone field to the sender’s phone number. Map the address field to the sender’s address. Map the query message field to the query message from IndiaMART.

Once mapping is complete, click on ‘Save and Send Test Request’. This will send a test lead to your Google Sheets, confirming that the integration is working correctly.

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5. Conclusion

By following these steps, you have successfully set up an automation using Pabbly Connect to add IndiaMART leads to Google Sheets for your digital flex printing services. This integration streamlines your workflow and eliminates manual data entry, ensuring that all leads are captured efficiently.

With Pabbly Connect, you can automate various processes, enhancing your business operations. For any questions or assistance, feel free to reach out to Pabbly support. Enjoy the benefits of automation!

Learn how to automate Mailchimp member creation on Contact Form 7 submission using Pabbly Connect in this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, you must first access Pabbly Connect. This platform allows you to automate tasks between different applications effortlessly. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free, which provides you with a limited number of tasks each month.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the connection between Contact Form 7 and Mailchimp, ensuring that every form submission creates a new member in your Mailchimp account.

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2. Setting Up the Workflow in Pabbly Connect

Now that you are in the Pabbly Connect dashboard, it’s time to set up your workflow. Click on the ‘Create Workflow’ button and name your workflow something descriptive, like ‘Create Mailchimp Member on Contact Form 7 Submission’. After naming, select a folder to save your workflow. using Pabbly Connect

• Name the workflow.
• Select the appropriate folder.
• Click on the ‘Create’ button.

After creating the workflow, you will see two boxes appear: one for the trigger and one for the action. The trigger will be set to ‘Contact Form 7 Submission’, which means that this workflow will start whenever a form submission occurs. The action will be set to create a new member in Mailchimp.

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3. Configuring Contact Form 7 for Pabbly Connect

To link Contact Form 7 with Pabbly Connect, you need to configure the webhook URL provided by Pabbly. Head over to your WordPress dashboard, navigate to the Contact Form 7 plugin, and select the form you want to connect. In the form settings, look for the ‘Webhook’ option and paste the URL from Pabbly Connect.

Make sure to save the changes after pasting the webhook URL. This will enable Pabbly Connect to receive data from your Contact Form 7 submissions. It’s essential to test this connection to ensure that data is being sent correctly from your form to Pabbly Connect.

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4. Creating a Mailchimp Member with Pabbly Connect

Next, you will configure the action step in Pabbly Connect to create a new member in Mailchimp. Select Mailchimp as the action application and choose the action event as ‘Add New Member’. This action will automatically add anyone who submits the form to your Mailchimp audience.

• Select the audience list in Mailchimp.
• Map the fields from Contact Form 7 to Mailchimp fields.
• Save and test the action.

By mapping the fields, you ensure that the data collected from the contact form is accurately transferred to Mailchimp, creating a seamless integration. After saving, send a test request to confirm that a new member is created in your Mailchimp account.

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5. Testing the Integration

Finally, it’s crucial to test the integration to confirm that everything is working as intended. Go back to your Contact Form 7 and submit a test entry. After submission, check your Pabbly Connect workflow to see if the response is captured correctly.

If the test is successful, you should see the new member details reflected in your Mailchimp account. This confirms that Pabbly Connect is effectively bridging the gap between Contact Form 7 and Mailchimp, automating the process of member creation seamlessly.

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Conclusion

In this tutorial, we learned how to integrate Mailchimp with Contact Form 7 using Pabbly Connect. By following these steps, you can automate the creation of Mailchimp members upon form submissions, saving time and effort. This integration enhances your marketing efforts by ensuring that all leads are captured efficiently and effectively.

Learn how to automate sending WhatsApp messages to IndiaMART leads for dog training services using Pabbly Connect and Pabbly Connect. Step-by-step tutorial included. 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 Automation

To automate sending WhatsApp messages to IndiaMART leads, start by accessing Pabbly Connect. Open your browser and navigate to Pabbly’s landing page. Here, you’ll find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply click on ‘Sign In’. Once logged in, you will see all the tools offered by Pabbly, where you should select Pabbly Connect to create your automation workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will need to name your workflow; for this example, name it ‘Send WhatsApp Message to IndiaMART Leads’. Choose a folder to save your workflow, such as ‘Automations’, and then click ‘Create’.

This action opens the workflow window where you will set up the trigger and actions. The trigger is the event that starts your workflow, and in this case, it will be a new lead from IndiaMART. To set this up, search for and select ‘IndiaMART’ as your trigger application. Choose ‘New Lead’ as the trigger event.

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

Now, you have successfully set the initial trigger for your workflow using Pabbly Connect.

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3. Connecting IndiaMART to Pabbly Connect

Next, you need to connect your IndiaMART account to Pabbly Connect. Log in to your IndiaMART account and navigate to the ‘Lead Manager’ section. Here, go to ‘Import/Export Leads’ and select ‘Push API’.

In the Push API integration settings, select ‘Other’ as the source and enter ‘Pabbly Connect’ as the CRM platform name. Paste the webhook URL you copied earlier into the webhook listener URL field and click ‘Save Details’. After this, follow the prompts to generate an OTP, enter it, and submit the form. This completes the connection of your IndiaMART account to Pabbly Connect.

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4. Setting Up WhatsApp Messaging with Pabbly Chatflow

To send WhatsApp messages, you’ll use Pabbly Chatflow. First, ensure you have a WhatsApp number added to your Pabbly Chatflow account. Click on ‘Add WhatsApp Number’ and input the necessary details such as the Meta access token and phone number ID.

After adding your WhatsApp number, return to your Pabbly Connect workflow. For the action application, select ‘Pabbly Chatflow’ and choose ‘Send Template Message’ as the action event. You will need to create a template message in Pabbly Chatflow that will be sent to your leads.

• Create a new template in Pabbly Chatflow.
• Set the template name and content, including variables for personalization.
• Submit the template and wait for approval from Meta.

Once your template is approved, you can map the lead’s mobile number and the template name in your workflow. This ensures that every time a new lead comes in, they receive a personalized WhatsApp message.

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5. Testing the Integration

To ensure everything is set up correctly, conduct a test submission from your IndiaMART account. This will trigger the workflow in Pabbly Connect and allow you to see if the WhatsApp message is sent successfully. Check your Pabbly Chatflow inbox to confirm receipt of the message.

If the message is sent successfully, you will receive a notification stating that the status is ‘success’. This confirms that your automation is functioning as intended. You can now rely on Pabbly Connect to automatically send WhatsApp messages to your IndiaMART leads, improving your response time and engagement.

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Conclusion

In this tutorial, we explored how to automate sending WhatsApp messages to IndiaMART leads for dog training services using Pabbly Connect and Pabbly Chatflow. By following the steps outlined, you can enhance your lead engagement and streamline communication effectively.

Learn how to seamlessly integrate Facebook Lead Ads with Airtable using Pabbly Connect in this step-by-step tutorial. Automate your workflows effortlessly! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Facebook Lead Ads with Airtable, you first need to access Pabbly Connect. This platform allows you to automate workflows without needing coding skills. Simply visit the Pabbly Connect website and sign in to your account.

Once you are logged in, navigate to the Pabbly Connect dashboard. Here, you can manage all your workflows and integrations. Click on the ‘Create New Workflow’ button to begin setting up your automation between Facebook Lead Ads and Airtable.

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2. Setting Up Facebook Lead Ads in Pabbly Connect

In this section, you will configure the trigger for your workflow by selecting Facebook Lead Ads. This is essential for capturing data from your leads effectively. Start by selecting the trigger event from the options available in Pabbly Connect.

• Choose the Facebook Lead Ads application.
• Select the trigger event as ‘New Lead’.
• Authenticate your Facebook account by logging in through Pabbly Connect.

After authentication, you will be prompted to select the specific lead form you want to work with. This form should be previously created in your Facebook account. Once selected, you can proceed to test the trigger to ensure it captures data correctly.

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3. Creating Airtable Records with Pabbly Connect

After setting up the trigger, the next step is to create a record in Airtable using the data captured from Facebook Lead Ads. In Pabbly Connect, select Airtable as your action application. This will allow you to send the lead data directly to your Airtable base.

• Choose the action event as ‘Create Record’.
• Authenticate your Airtable account within Pabbly Connect.
• Select the Airtable base and table where the records will be created.

Now, map the fields from the Facebook Lead Ads data to the corresponding fields in Airtable. This ensures that the first name, last name, email, and phone number are accurately recorded. Once everything is set, send a test request to confirm that the data is being transferred correctly.

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4. Testing and Verifying the Integration

Once you have configured your workflow in Pabbly Connect, it’s essential to test the integration. This step ensures that data flows seamlessly from Facebook Lead Ads to Airtable. Perform a test submission using your Facebook Lead Ads form to generate a new lead.

After submitting the form, check your Airtable base to verify that the new record has been created with the correct information. You should see the first name, last name, email, and phone number populated as per the lead data submitted via Facebook Lead Ads.

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5. Finalizing the Workflow in Pabbly Connect

After successfully testing the integration, finalize your workflow in Pabbly Connect. Ensure all settings are saved, and the workflow is activated. This allows the automation to run continuously, capturing new leads as they come in from Facebook Lead Ads.

With your workflow now complete, you can sit back and let Pabbly Connect handle the automation of your lead data collection. This integration not only saves time but also ensures accuracy in data management.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, integrating Facebook Lead Ads with Airtable using Pabbly Connect is a straightforward process that enhances your data management efficiency. By following the steps outlined in this tutorial, you can automate your lead collection effortlessly and focus on growing your business.

Learn how to automate QuickBooks invoice creation on Contact Form 7 submissions using Pabbly Connect. Step-by-step guide to streamline your workflow. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create QuickBooks invoices on Contact Form 7 submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for free and get 100 tasks every month.

Once logged in, you will see various Pabbly applications. Select Pabbly Connect to access the dashboard. Here, you can create a new workflow that automates the process of generating invoices whenever a form submission occurs.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This will open a dialog box where you can name your workflow. For this integration, name it ‘Create QuickBooks Invoice on Contact Form 7 Submission’.

Next, select a folder to save your workflow. Choose the folder labeled ‘QuickBooks Automations’ from the dropdown menu. After naming your workflow and selecting the appropriate folder, click the ‘Create’ button to finalize your workflow setup.

• Click on ‘Create Workflow’.
• Name your workflow.
• Select the folder.
• Click ‘Create’.

Your workflow will now have two sections: Trigger and Action. This is where you will define what initiates the workflow and what action will be taken as a result.

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3. Setting Up the Trigger with Contact Form 7

In the Trigger section, select ‘Contact Form 7’ as the application. The trigger event you need to choose is ‘New Form Submission’. This will allow Pabbly Connect to monitor any new submissions made through your Contact Form 7.

Once you select the trigger application and event, Pabbly Connect will generate a unique webhook URL. Copy this URL, as you will need it to connect Contact Form 7 to Pabbly Connect.

• Choose ‘Contact Form 7’ as the trigger application.
• Select ‘New Form Submission’ as the trigger event.
• Copy the generated webhook URL.

Now, navigate to your WordPress dashboard where Contact Form 7 is installed. You will need to integrate this webhook URL into the form settings.

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4. Integrating Contact Form 7 with Pabbly Connect

In your WordPress dashboard, go to the Contact Form 7 plugin and find the form you created for student inquiries. Click on the ‘Edit’ button to access the form settings. From the settings panel, navigate to the Webhook section.

In the Webhook section, paste the webhook URL you copied from Pabbly Connect. After entering the URL, make sure to save the changes by clicking the ‘Save’ button. This step ensures that every time a student submits a form, the data will be sent to Pabbly Connect.

Access the Contact Form 7 form in your WordPress dashboard. Navigate to the Webhook section. Paste the webhook URL and save changes.

With this integration complete, Pabbly Connect is now ready to capture any new submissions made through Contact Form 7.

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5. Testing the Integration and Creating Invoices

To ensure that everything is working correctly, perform a test submission using your Contact Form 7. Fill in the required fields and click the submit button. After submission, return to your Pabbly Connect dashboard and check if the response has been captured.

If the test submission was successful, you will see the data reflected in the trigger section of your workflow. Now, proceed to set up the action step to create an invoice in QuickBooks. Select ‘QuickBooks’ as the action application and choose ‘Create Invoice’ as the action event.

Perform a test submission on Contact Form 7. Check the trigger section for the captured data. Set up the action step to create an invoice in QuickBooks.

By following these steps, Pabbly Connect will automatically create an invoice in your QuickBooks account based on the details submitted through Contact Form 7.

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Conclusion

In this tutorial, we explored how to automate the creation of QuickBooks invoices using Pabbly Connect when a new submission occurs in Contact Form 7. This integration streamlines your invoicing process and enhances your workflow efficiency. By implementing these steps, you can easily manage your student inquiries and finances seamlessly.

Learn how to automate sending WhatsApp messages upon form submissions on Systeme.io using Pabbly Connect and Pabbly Connect with this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Automation

In this tutorial, we will explore how to use Pabbly Connect to send WhatsApp messages automatically when a form is submitted on Systeme.io. This automation helps streamline communication with clients, ensuring they receive immediate confirmation upon registration.

To start, access your Pabbly Connect account by visiting the official website. If you’re new, you can easily sign up for free and receive 100 tasks per month to test the platform’s capabilities. Existing users can log in directly to begin creating workflows.

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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’ option. You will be prompted to name your workflow; for this tutorial, we will name it ‘Send WhatsApp Message on Systeme.io Form Submission.’Next, select the appropriate folder related to WhatsApp automation. This organization helps in managing multiple workflows efficiently.

• Click on the ‘Create’ button to initiate the workflow.
• Understand that you will set a trigger (form submission) and an action (send WhatsApp message).

After creating the workflow, you will see options for setting a trigger and an action. The trigger will be set to capture form submissions from Systeme.io, while the action will involve sending a WhatsApp message through Pabbly Chatflow.

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3. Setting Up the Trigger for Systeme.io Form Submission

To set the trigger, select Systeme.io as your trigger application in Pabbly Connect. Choose the event ‘Contact Subscribed to a Form’ as the trigger event. This means that every time a form is submitted, it will trigger the next action.

Next, you will need to set up a webhook URL provided by Pabbly Connect. Copy this URL and head over to your Systeme.io account.

• In Systeme.io, navigate to the ‘Websites’ section and select your sales funnel.
• Open the form you want to connect and go to the ‘Automation Rules’ section.
• Paste the webhook URL in the designated field and save the rule.

Once the webhook is set up, Pabbly Connect will be waiting for a response from the Systeme.io form submission, confirming that the integration is successful.

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4. Testing the Integration with Pabbly Connect

To test the integration, submit the form you connected to Pabbly Connect. Fill in the required fields with dummy data and submit the form. After submission, return to your Pabbly Connect dashboard to see if the response has been captured successfully.

If the response is captured, it indicates that the connection between Systeme.io and Pabbly Connect is working correctly. You will see all the details of the submission, including the participant’s name and contact information.

Ensure that the data received includes the participant’s name, WhatsApp number, and email address. This data will be used to personalize the WhatsApp message sent through Pabbly Chatflow.

With the successful capture of the response, you are ready to proceed to the next step of sending the WhatsApp message using Pabbly Chatflow.

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5. Sending WhatsApp Messages Using Pabbly Chatflow

Now that your trigger is set and tested, it’s time to configure the action step to send a WhatsApp message. Select Pabbly Chatflow as your action application in Pabbly Connect. Choose the action event ‘Send Template Message.’You will need to connect your Pabbly Chatflow account by providing the required API details, including the WhatsApp number and access token from the WhatsApp Cloud API.

Once connected, map the participant’s WhatsApp number to the message field. This dynamic mapping ensures that every time a new form is submitted, the correct number is used to send the message.

Select the message template you created for event confirmations. Fill in any necessary parameters, such as the participant’s name and event details.

After configuring the message, click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully. Check your Pabbly Chatflow inbox to confirm the message was sent and received correctly.

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Conclusion

In this tutorial, we demonstrated how to automate sending WhatsApp messages upon form submissions on Systeme.io using Pabbly Connect and Pabbly Chatflow. This integration enhances communication efficiency, ensuring clients receive immediate confirmation of their registrations. By leveraging Pabbly Connect, you can automate various tasks, improving your business operations effectively.

Learn how to seamlessly integrate Zoho Campaigns with Facebook Lead Ads using Pabbly Connect. Automate subscriber updates effortlessly with this step-by-step guide. 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. Setting Up Pabbly Connect for Zoho Campaigns and Facebook Lead Ads

To begin automating your lead management, first, access Pabbly Connect. This platform allows you to connect various applications seamlessly, including Zoho Campaigns and Facebook Lead Ads. Start by signing into your Pabbly Connect account or create a new one if you are a first-time user.

Once logged in, navigate to the dashboard where you can see all the available applications. Here’s how to set up your workflow:

• Click on the ‘Create Workflow’ button in the top right corner.
• Name your workflow as ‘Add or Update Zoho Campaigns Subscriber for Facebook Lead Ads Lead’.
• Select the appropriate folder to save your workflow.

After completing these steps, click on the ‘Create’ button. You will now see two sections: Trigger and Action, which are essential for the automation process.

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2. Configuring the Trigger for Facebook Lead Ads

The next step involves setting up the trigger in Pabbly Connect. This trigger will detect new leads generated from Facebook Lead Ads. For this, select Facebook Lead Ads as your trigger application.

Choose the trigger event as ‘New Lead Instant’. Click on the ‘Connect’ button to establish a connection between Facebook Lead Ads and Pabbly Connect. Here’s how to do it:

• Select ‘Add New Connection’ to create a new link.
• Log into your Facebook account in a new tab to facilitate the connection.
• Authorize Pabbly Connect to access your Facebook Lead Ads data.

After successful authorization, select the Facebook page and lead generation form you wish to use. This setup ensures that whenever a new lead is generated, Pabbly Connect captures the lead’s information.

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3. Testing the Trigger with a Test Lead

With the trigger configured, it’s time to test whether Pabbly Connect successfully captures lead data. Generate a test lead using Facebook’s Lead Ads testing tool. This step is crucial to ensure that your integration works correctly.

Follow these steps to create a test lead:

Open the Meta Lead Ad Assistant tool. Select your page and the lead form you created. Fill in the required fields (first name, last name, email, phone) and submit the form.

After submitting the test lead, return to Pabbly Connect to verify if the lead details have been captured successfully. If the data appears correctly, your trigger setup is complete.

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4. Setting Up the Action for Zoho Campaigns

Now that the trigger is functioning, it’s time to configure the action step where Pabbly Connect will add or update the subscriber in Zoho Campaigns. Select Zoho Campaigns as your action application.

Choose the action event as ‘Add/Update Subscriber’. Click on the ‘Connect’ button to establish a connection with your Zoho Campaigns account. You will need to provide your Zoho domain for this connection:

Retrieve your Zoho domain from your Zoho account URL. Paste the domain into Pabbly Connect and click ‘Save’. Authorize Pabbly Connect to access your Zoho Campaigns data.

After authorization, select the list in Zoho Campaigns where you want to add the new subscriber. Map the fields from the test lead response to the corresponding fields in Zoho Campaigns to ensure accurate data transfer.

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5. Finalizing the Integration and Testing

With the action step configured, it’s time to finalize the integration. Click on the ‘Save and Send Test Request’ button to ensure that the subscriber is added to your Zoho Campaigns account.

After the test request, check your Zoho Campaigns account to see if the new subscriber has been added successfully. You should receive a confirmation email to the subscriber’s email address, which they need to confirm to complete the subscription process.

Once confirmed, you can refresh your Zoho Campaigns contact list to see the new subscriber with all the mapped details. This successful integration demonstrates how Pabbly Connect effectively automates the process of adding or updating subscribers based on Facebook Lead Ads leads.

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Conclusion

This tutorial has shown you how to use Pabbly Connect to automate the addition or updating of subscribers in Zoho Campaigns when new leads are generated from Facebook Lead Ads. By following these steps, you can streamline your lead management process and enhance your marketing efforts.

Learn how to automate sharing Google Drive folders upon Razorpay payments using Pabbly Connect in this detailed tutorial. 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 automate sharing a Google Drive folder upon Razorpay payment, the first step is accessing Pabbly Connect. You can reach it by typing the URL Pabbly.com/connect in your browser. Once there, you will find options to sign in or sign up for free, allowing you to create an account quickly.

After signing in, you will be directed to the dashboard of Pabbly Connect. Here, you can create and manage your workflows. Click on the ‘Create Workflow’ button to begin setting up your automation for sharing Google Drive folders upon receiving payments through Razorpay.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow to share a Google Drive folder when a payment is received via Razorpay. Start by naming your workflow, for example, ‘Share Google Drive Folder on Razorpay Payment.’ Next, select the relevant folder for your automation. using Pabbly Connect

• Name your workflow appropriately.
• Select the folder related to digital courses.
• Click on ‘Create’ to proceed.

Once the workflow is created, you will see two sections: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result. For this automation, the Trigger will be Razorpay and the Action will be Google Drive.

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3. Setting Up Razorpay as the Trigger

Now, you need to set Razorpay as the Trigger application in your Pabbly Connect workflow. Select Razorpay and then choose the trigger event ‘Payment Captured.’ This event will initiate the workflow whenever a payment is successfully captured.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL needs to be copied and added to your Razorpay account under the Webhooks section. Follow these steps:

• Navigate to Razorpay’s ‘Accounts and Settings’.
• Select ‘Webhooks’ and click on ‘Add New Webhook’.
• Paste the copied webhook URL and select the event ‘Payment Captured’.

Once the webhook is set up, you can proceed to test the connection. Make a dummy payment on Razorpay to see if Pabbly Connect captures the payment details correctly.

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4. Applying Filter in Pabbly Connect

After successfully capturing the payment details, the next step is to apply a filter in Pabbly Connect. This filter ensures that the workflow only continues if the payment is for the specific product, in this case, ‘The Ultimate Guide to Digital Marketing.’ This is crucial to avoid sharing the folder for every payment received.

Select the Filter application in your workflow and set the condition. You will map the product name from the previous step to check if it matches the specific product name. Here’s how to set it up:

Select the product name as the filter label. Set the filter type to ‘Equals’. Manually enter the product name for comparison.

Once the filter is applied, save the settings and test the filter to ensure it works correctly. If the condition is met, the workflow will proceed to share the folder; otherwise, it will stop.

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5. Finalizing Google Drive Integration

The last step in this automation process is to finalize the integration with Google Drive in Pabbly Connect. Select Google Drive as your Action application and choose the action event ‘Share a File or Folder by ID.’ This action will allow you to share the designated Google Drive folder with the student.

When prompted, connect your Google Drive account to Pabbly Connect. Ensure you are logged into your Google account to streamline the connection process. After authorization, you will need to specify the folder ID of the Google Drive folder you wish to share. Here’s how to do it:

Enter the folder ID of the Google Drive folder. Map the email address of the student from the payment response. Set the role as ‘Can View’ and enable notification email.

After completing these steps, save your settings and test the action. You should receive confirmation that the folder has been shared successfully with the student. This completes the automation process using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate sharing a Google Drive folder upon receiving payments through Razorpay using Pabbly Connect. By following these detailed steps, you can streamline your online business operations without any coding knowledge. This integration not only saves time but also enhances the customer experience.