Author: Nitin Maheshwari

Learn how to integrate IndiaMART leads with Salesforce for your Rustic Texture Paint Service using Pabbly Connect. Step-by-step tutorial included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads with Salesforce, you need to access Pabbly Connect. Begin by navigating to the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free and receive 100 tasks every month.

Once logged in, you will see various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the dashboard where you can create a new workflow for your automation needs.

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2. Creating a Workflow in Pabbly Connect

Now that you are in 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 appear prompting you to enter a workflow name and select a folder.

• Name your workflow: ‘Add IndiaMART Leads to Salesforce for Rustic Texture Paint Service’.
• Select the appropriate folder for your workflow.

After naming your workflow and selecting a folder, click on the ‘Create’ button. This sets up your workflow with two main sections: Trigger and Action, which are essential for the automation process.

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3. Setting Up the Trigger for IndiaMART Leads

In this step, you will set up the trigger for Pabbly Connect. For the trigger application, select ‘IndiaMART’ and choose the trigger event as ‘New Lead’. This means that whenever a new lead is generated in your IndiaMART account, it will trigger the workflow.

Once you select the trigger event, Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as you will need it to connect your IndiaMART account. Log into your IndiaMART account and navigate to the Lead Manager section to set up the webhook.

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4. Connecting IndiaMART to Pabbly Connect

To connect IndiaMART with Pabbly Connect, go to the ‘Import/Export Leads’ section in your IndiaMART account and select the ‘Push API’ option. Here, you will need to enter the platform name as ‘Pabbly Connect’ and paste the copied webhook URL.

• Select ‘Other’ as the source.
• Click on ‘Save Details’ to finalize the connection.

After saving, return to your Pabbly Connect workflow. It will indicate that it is waiting for a webhook response. To test the connection, generate a test inquiry in your IndiaMART account and check if Pabbly Connect captures the response successfully.

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5. Setting Up the Action Step to Create Leads in Salesforce

After successfully capturing the lead in Pabbly Connect, the next step is to set up the action. For the action application, select ‘Salesforce’ and choose the action event as ‘Create Lead’. Click on the connect button to establish the connection with your Salesforce account.

Authorize Pabbly Connect to access your Salesforce account by clicking the ‘Allow’ button. After authorization, you will be prompted to map the lead details from the IndiaMART inquiry to the corresponding fields in Salesforce. This includes first name, last name, company name, phone number, and more.

Map the lead’s first name and last name. Fill in the company name, phone number, and email address.

Once all required fields are filled, click on the ‘Save and Test Request’ button. This will create a new lead in your Salesforce account. Refresh the Salesforce page to see the newly created lead with all the details populated correctly.

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Conclusion

In this tutorial, we demonstrated how to efficiently use Pabbly Connect to integrate IndiaMART leads with Salesforce for your Rustic Texture Paint Service. By automating this process, you can enhance lead management and improve response times significantly. Utilizing Pabbly Connect not only simplifies your workflow but also ensures that no inquiries are missed, allowing for better business efficiency.

Learn how to automate the creation of Flowlu contacts from Typeform submissions using Pabbly Connect in this step-by-step tutorial. 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 the integration process, first, access Pabbly Connect by visiting the official website. After logging into your account, you’ll find all Pabbly applications displayed on your dashboard. Click on the ‘Access’ button for Pabbly Connect to proceed.

Once you are in Pabbly Connect, you will need to create a new workflow for the integration. To do this, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. In the dialog box that appears, enter a name for your workflow, such as ‘Create Flowlu Contact on Typeform Submission,’ and select a folder to save it in.

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2. Setting Up Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. For this integration, select ‘Typeform’ as the trigger application. The trigger event you need to choose is ‘New Entry,’ which captures new submissions from your Typeform.

• Select Typeform as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Connect your Typeform account by clicking on ‘Connect’ and authorize access.

After setting up the trigger, you will be prompted to select the specific form you want to capture responses from. Choose the form you created in Typeform, such as ‘Contact Us Form,’ and click on the ‘Save and Send Test Request’ button to check if everything is working correctly.

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3. Testing the Typeform Connection

To ensure that the connection between Typeform and Pabbly Connect is functioning, perform a test submission using the form you selected. Copy the form link from your Typeform account and open it in a new tab. Fill out the test submission with the required fields, including name, email, and address, then submit the form.

Once the test submission is complete, return to Pabbly Connect to check if the response has been captured. You should see the details of the form submission reflected in the trigger section, confirming that Typeform is successfully connected to Pabbly Connect.

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4. Setting Up Action to Create Flowlu Contact

The next step is to set up the action in Pabbly Connect. For this, select ‘Flowlu’ as the action application. Choose the action event as ‘Create CRM Contact’ to create a new contact in your Flowlu account based on the Typeform submission.

• Select Flowlu as the action application.
• Choose ‘Create CRM Contact’ as the action event.
• Connect your Flowlu account by entering the API key and account URL.

After establishing the connection, map the fields from the Typeform submission to the corresponding fields in Flowlu. This includes first name, last name, email address, and other relevant details. Once all fields are mapped correctly, click on the ‘Save and Send Test Request’ button to create the contact.

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5. Verifying Contact Creation in Flowlu

After completing the action setup in Pabbly Connect, it’s time to verify if the contact has been successfully created in your Flowlu account. Open your Flowlu dashboard and check for the new contact that corresponds to the test submission made through Typeform.

You should see the newly created contact with all the details filled in from the Typeform submission. This confirms that the integration between Typeform and Flowlu through Pabbly Connect is working as intended, automating the process of lead management.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of Flowlu contacts from Typeform submissions using Pabbly Connect. This integration streamlines the lead management process, ensuring that every submission is captured efficiently. By following these steps, you can enhance your business operations significantly.

Learn how to send order updates on WhatsApp from Google Sheets automatically using Pabbly Connect and Pabbly Connect. Follow 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

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1. Accessing Pabbly Connect for Automation

To send order updates on WhatsApp from Google Sheets automatically, you first need to access Pabbly Connect. This platform allows you to set up automation without any coding skills. Start by visiting the Pabbly Connect website and signing in to your account.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can manage all your workflows. To create a new automation, select the option to create a new workflow. This is where you will set up the integration between Google Sheets and WhatsApp through Pabbly Connect.

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2. Setting Up the Trigger in Pabbly Connect

In your new workflow, the first step is to set up a trigger. This trigger will initiate the workflow whenever there is a new order status update in Google Sheets. Select ‘Google Sheets’ as your trigger application and choose the appropriate trigger event.

• Select ‘New Spreadsheet Row’ to begin the automation.
• Connect your Google account to Pabbly Connect by authorizing access.
• Choose the spreadsheet and worksheet that contains your order details.

After configuring the trigger, test it to ensure that Pabbly Connect can successfully retrieve data from your Google Sheets. This step is crucial as it confirms that your setup is correct and ready for the next stage of the automation.

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3. Connecting Pabbly Chatflow for WhatsApp Notifications

Now that you have set up the trigger, the next step is to connect Pabbly Chatflow for sending WhatsApp messages. Choose Pabbly Chatflow as your action application. This integration will allow you to send notifications to customers on WhatsApp whenever there is an update.

Select the action event as ‘Send Template Message’. You will need to configure the message template that will be sent to your customers. Ensure that the message includes dynamic variables like customer name and order status to personalize the updates.

• Draft your message template in the Pabbly Chatflow account.
• Include placeholders for dynamic data such as customer name and order status.
• Test the WhatsApp message to ensure it formats correctly before going live.

After setting up the message template, link it back to your Pabbly Connect workflow. This will ensure that every time there is a new order update, the corresponding WhatsApp message is sent automatically.

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4. Finalizing and Testing Your Automation

With both the trigger and action set up, it is time to finalize your workflow in Pabbly Connect. Review all the steps to ensure everything is configured correctly. This includes checking the Google Sheets trigger and the WhatsApp message settings in Pabbly Chatflow.

Once you have confirmed that all settings are correct, perform a test run of the workflow. Update a row in your Google Sheets to simulate an order status change. Monitor Pabbly Connect to see if the trigger activates and if the WhatsApp message is sent successfully.

Check the status of the message in your Pabbly Chatflow inbox. Ensure the message contains the correct details from the Google Sheets update. Make any necessary adjustments if the test does not go as planned.

Testing is crucial for ensuring that your automation runs smoothly and effectively sends updates to your customers.

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5. Benefits of Using Pabbly Connect for Automation

Using Pabbly Connect for automating WhatsApp notifications from Google Sheets offers several advantages. It streamlines communication with your customers, ensuring they receive timely updates regarding their orders. This enhances customer satisfaction and reduces manual workload.

Additionally, Pabbly Connect provides a user-friendly interface that requires no coding knowledge, making it accessible for everyone. The integration with Pabbly Chatflow further enhances your ability to communicate effectively via WhatsApp.

By automating these processes, businesses can save time and focus on other critical areas of operations. Moreover, the reliability and efficiency of Pabbly Connect ensure that your customers are always informed about their order status.

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Conclusion

In conclusion, using Pabbly Connect to send order updates on WhatsApp from Google Sheets is an effective way to enhance customer communication. This automation not only saves time but also ensures that your customers are always updated with the latest information regarding their orders. By leveraging the capabilities of Pabbly Connect and Pabbly Chatflow, businesses can streamline their operations and improve customer satisfaction.

Learn how to integrate Facebook Lead Ads with AWeber using Pabbly Connect. This step-by-step tutorial simplifies the process of creating subscribers from leads. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Facebook Lead Ads Integration

To begin integrating Facebook Lead Ads with AWeber, you need to access Pabbly Connect. Start by going to the Pabbly website and signing in to your account. If you are a new user, you can sign up for free, which allows you to carry out 100 tasks monthly.

Once you are logged in, navigate to the Pabbly Connect application. Here, you will find a user-friendly dashboard where you can create your workflows. Click on the ‘Create New Workflow’ button to start the integration process.

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2. Creating a Workflow in Pabbly Connect

In this section, you will set up a workflow to create an AWeber subscriber whenever a new lead comes in from Facebook Lead Ads. Name your workflow appropriately, such as ‘Create AWeber Subscriber for Facebook Lead Ads’ and click on ‘Create Now’.

• Select ‘Facebook Lead Ads’ as your trigger application.
• Choose the trigger event as ‘New Lead’.
• Click on ‘Connect’ and authorize your Facebook account.

After connecting your Facebook account, you will need to select the Facebook page and the specific lead form you want to use. This setup allows Pabbly Connect to listen for new leads from your selected form.

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3. Setting Up AWeber in Pabbly Connect

Next, after establishing the trigger, you will set up the action to create a subscriber in AWeber. Select ‘AWeber’ as the action application and choose ‘Create Subscriber’ as the action event. This step is crucial as it defines what happens when a new lead is captured. using Pabbly Connect

Now, connect your AWeber account by entering your login credentials. Once logged in, specify the list where you want to add the new subscriber. You can use the mapping feature to dynamically pull in the lead details from Facebook Lead Ads, such as first name, last name, and email address.

• Map the fields accordingly: First Name, Last Name, and Email.
• Ensure that all required fields are filled before proceeding.

After mapping the fields, click on ‘Save & Send Test Request’. This action will test the connection and verify that a new subscriber is created in AWeber when a lead is captured.

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4. Testing the Integration Between Facebook Lead Ads and AWeber

To ensure everything works correctly, you will need to perform a test. Go back to your Facebook Lead Ads testing tool and submit a test lead. This step is essential to confirm that the integration through Pabbly Connect is functioning as intended.

Once you submit the test lead, check your AWeber account to see if the subscriber has been created successfully. You should receive an email confirmation that the new subscriber has been added to your list, indicating that the workflow is operational.

Monitor the response in Pabbly Connect to ensure it captures the lead details accurately. If successful, you will see the lead’s information displayed in the Pabbly Connect workflow.

Once confirmed, your integration is ready to automate the process of adding subscribers from Facebook Lead Ads to AWeber.

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5. Finalizing Your Facebook Lead Ads to AWeber Integration

After successful testing, you can finalize your integration setup. Make sure to activate the workflow in Pabbly Connect so that it continuously monitors for new leads from Facebook Lead Ads.

Additionally, you can customize further actions or notifications based on your needs. This flexibility allows you to enhance your marketing automation strategy effectively.

Remember that by using Pabbly Connect, you have streamlined the process of managing leads and subscribers, significantly improving your marketing efforts.

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Conclusion

Integrating Facebook Lead Ads with AWeber using Pabbly Connect simplifies the process of managing your leads effectively. By following these steps, you can automate subscriber creation and enhance your marketing strategy effortlessly.

Learn how to automate the creation or update of Encharge persons on Cashfree payments using Pabbly Connect. Follow our detailed tutorial for seamless integration. 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 start integrating Cashfree with Encharge, first, access Pabbly Connect. This platform enables seamless automation without any coding skills. Simply visit the Pabbly website and log in to your account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will facilitate the integration between Cashfree and Encharge. Click on the ‘Create Workflow’ button to begin.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will set up your new workflow for updating or creating an Encharge person based on Cashfree payments. Start by naming your workflow, such as ‘Create or Update Encharge Person on Cashfree Payment.’ Select the appropriate folder to save this workflow. using Pabbly Connect

• Click on the ‘Create’ button to initiate the workflow.
• Once created, you will see two boxes: one for Trigger and another for Action.
• Set the Trigger to ‘Cashfree’ and the Action to ‘Encharge’ for this integration.

After setting the trigger, continue to configure the specific details required for the Cashfree payment. This setup ensures that every time a payment occurs, the corresponding Encharge person is automatically created or updated.

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3. Setting Up the Trigger for Cashfree Payments

The next step is to configure the trigger in Pabbly Connect. Select the Cashfree application and choose the event that will act as the trigger. This event is typically when a payment is made through Cashfree.

To establish this connection, you will need to provide the Webhook URL from Pabbly Connect into your Cashfree account. This URL acts as a bridge between Cashfree and Pabbly Connect, allowing data to flow seamlessly.

• Log in to your Cashfree account and navigate to the Developers section.
• Locate the ‘Webhook’ option and paste the URL provided by Pabbly Connect.
• Test the webhook to ensure it captures the payment response correctly.

Once the webhook is successfully set up, you can test the connection to ensure that Pabbly Connect is receiving data from Cashfree as expected.

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4. Configuring the Action to Update Encharge Person

After setting the trigger, the next step is to configure the action that will occur in Encharge when a payment is received. Select Encharge as the action application and choose the event ‘Create or Update Person.’ This action will allow you to add or update customer information in Encharge based on the payment data received from Cashfree. using Pabbly Connect

In this step, you will map the fields from the Cashfree payment response to the corresponding fields in Encharge. This mapping ensures that the correct data is sent to Encharge, such as the user’s name, email address, and phone number.

Map the relevant fields from the Cashfree response to Encharge fields. Ensure that the email and phone number fields are accurately filled to avoid errors. Test the action to confirm that the data is being sent correctly to Encharge.

By completing this step, you ensure that every payment received in Cashfree effectively updates or creates a corresponding person in Encharge, streamlining your customer management process.

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5. Testing the Full Integration Workflow

With both the trigger and action configured, it’s time to test the entire integration workflow. Perform a test payment through Cashfree to see if the data flows correctly into Encharge. This step is crucial to confirm that the integration works as intended.

Once you conduct a test transaction, check your Encharge account to verify if the new person has been created or updated with the correct information. This validation ensures that the integration via Pabbly Connect is functioning smoothly.

If the test is successful, you can finalize and activate the workflow in Pabbly Connect. This automation will now run in the background, ensuring that every new payment in Cashfree results in an updated record in Encharge.

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Conclusion

In this tutorial, we explored how to automate the creation or update of Encharge persons on Cashfree payments using Pabbly Connect. By following these steps, you can streamline your payment processing and customer management effectively. This integration saves time and reduces manual errors, enhancing your overall business efficiency.

Learn how to integrate Webflow and Pipedrive for lead management using Pabbly Connect. This step-by-step tutorial covers automation setup without any coding. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the process of creating a Pipedrive person on Webflow form submission, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect homepage by typing the URL in your browser.

Once on the homepage, you will see options to either sign in or sign up. If you’re a new user, click on the ‘Sign up for free’ button to create an account, which will provide you with 100 free tasks per month. If you already have an account, simply sign in to proceed.

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2. Creating a Workflow in Pabbly Connect

After signing into your Pabbly Connect account, you need to create a new workflow to automate the integration between Webflow and Pipedrive. Click on the ‘Create Workflow’ button to begin.

• Name your workflow, for example, ‘Create Pipedrive Person on Webflow Form Submission’.
• Select an appropriate folder for your workflow related to lead management.
• Click on the ‘Create’ button to proceed.

Once the workflow is created, you’ll see a blank canvas with two key sections: Trigger and Action. The Trigger is what starts the workflow, while the Action is what happens as a result of the Trigger. In this case, the Trigger will be a Webflow form submission, and the Action will be creating a person in Pipedrive.

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3. Setting Up the Trigger with Webflow

The next step in your Pabbly Connect workflow is to set up the Trigger. Select Webflow as your trigger application and choose ‘Form Submitted’ as the trigger event.

To connect your Webflow account, click on ‘Connect’ and choose ‘Add New Connection’. You will need to enter an API key from your Webflow account. Navigate to your Webflow site settings, generate an API key, and paste it into Pabbly Connect.

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4. Testing the Trigger and Capturing Data

After successfully connecting your Webflow account, you need to test the trigger to ensure it captures data correctly. To do this, submit a test form on your Webflow site.

• Fill in the form with test data, such as name, email, and phone number.
• Submit the form and return to your Pabbly Connect dashboard.
• Click on ‘Save and Send Test Request’ to capture the response.

Once the response is captured, you will see the data from the form submission displayed in Pabbly Connect, confirming that the connection is working properly.

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5. Creating a Person in Pipedrive

Now that the trigger is set up and tested, the final step is to create a person in Pipedrive. Select Pipedrive as your action application and choose the action event ‘Create Person’. using Pabbly Connect

Connect to your Pipedrive account by entering the API token from your Pipedrive settings. Once connected, map the fields from the Webflow form submission to the corresponding fields in Pipedrive, such as name, email, and phone number.

After mapping the fields, click on ‘Save and Send Test Request’. This action will create a new person in your Pipedrive account based on the test data submitted through Webflow.

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Conclusion

By following these steps using Pabbly Connect, you can easily automate the process of creating a person in Pipedrive whenever a form is submitted in Webflow. This integration streamlines your lead management and enhances your CRM capabilities without any coding required.

Learn how to automate the process of creating or updating Keap contacts on Cashfree payments using Pabbly Connect in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating the creation or updating of Keap contacts on Cashfree payments, first, access Pabbly Connect. You can do this by typing the URL Pabbly.com/connect in your browser. If you are a new user, click on the ‘Sign up for free’ button to create an account, which takes just a couple of minutes.

Once logged in, navigate to the dashboard where you can create workflows. Click on the ‘Create Workflow’ option to begin setting up your automation. This process will allow you to connect Cashfree and Keap seamlessly through Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on ‘Create Workflow’. You will be prompted to name your workflow. Enter a descriptive name like ‘Create or Update Keap Contact on Cashfree Payment’ and select a folder for organization. This helps in managing multiple workflows efficiently.

• Name your workflow descriptively.
• Select a folder for better organization.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. In this case, we will set Cashfree as the trigger application and Keap as the action application using Pabbly Connect.

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3. Setting Up the Trigger with Cashfree

For the trigger, select Cashfree as your application. You will need to choose the trigger event, which is the occurrence that will initiate the workflow. For this integration, select ‘Payment via Form’ as the trigger event.

• Select ‘Payment via Form’ as the trigger event.
• Copy the provided webhook URL.
• Add this webhook URL in your Cashfree account under the Webhooks section.

This webhook URL acts as a bridge between Cashfree and Pabbly Connect. Once the webhook is set up, any payment made through the form will trigger the workflow, allowing the customer’s details to be sent to Keap automatically.

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4. Setting Up the Action with Keap

Now that the trigger is set, it’s time to configure the action. Select Keap as your action application and choose ‘Create or Update Contact’ as the action event. This will ensure that when a payment is received, the customer’s information is either added as a new contact or updated if they already exist in Keap.

Select ‘Create or Update Contact’ as the action event. Map the fields from the Cashfree response to the corresponding fields in Keap. Ensure to include email, name, and phone number in the mapping.

This step is crucial as it allows Pabbly Connect to dynamically insert customer data into Keap whenever a payment is processed, streamlining your customer management process.

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5. Testing the Integration

After setting up the trigger and action, it’s important to test the workflow to ensure everything functions correctly. Go to your Cashfree account and complete a test payment using dummy information. This will simulate a real transaction and allow you to see if the integration works as intended.

Complete a test payment in Cashfree. Check your Keap account for the newly created or updated contact. Ensure all details are accurately reflected in Keap.

Once the test payment is successful, refresh your Keap contacts section to verify that the new contact has been added or updated. This confirms that Pabbly Connect is effectively bridging the gap between Cashfree and Keap, automating your workflow seamlessly.

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Conclusion

In this tutorial, we covered how to create or update Keap contacts automatically when payments are received through Cashfree using Pabbly Connect. This integration streamlines your customer management process, ensuring that your CRM is always up-to-date with the latest payment information. By following these steps, you can enhance your business automation and improve customer relationship management effectively.

Learn how to seamlessly integrate Facebook Lead Ads with Keap using Pabbly Connect, capturing leads and updating contacts effortlessly. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating the creation or updating of Keap contacts from Facebook Lead Ads, you first need to access Pabbly Connect. Open your browser and visit the Pabbly Connect website. If you are new, you can sign up for a free account, which provides 100 tasks per month.

Once on the landing page, click on the ‘Sign In’ button. After logging in, navigate to your dashboard where you will find various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to begin creating your workflow.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow to connect Facebook Lead Ads with Keap. Click the ‘Create Workflow’ button. You will be prompted to name your workflow—enter a descriptive name like ‘Create or Update Keap Contact from Facebook Lead Ads’ and select a folder to save it in. using Pabbly Connect

• Click on ‘Create’ to open the workflow window.
• Understand the trigger and action mechanism: triggers are events that start the workflow, while actions are the tasks performed as a result.
• Select ‘Facebook Lead Ads’ as your trigger application.

After selecting the trigger application, choose the trigger event as ‘New Lead’. This sets the workflow to activate whenever a new lead is captured through your Facebook Lead Ads.

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3. Connecting Facebook Lead Ads to Pabbly Connect

Next, you need to connect your Facebook Lead Ads account to Pabbly Connect. Click on ‘Connect’ and select ‘Add New Connection’. You will see a blue button labeled ‘Connect with Facebook Lead Ads’. Click this button to initiate the connection process.

After clicking, you will be prompted to select your Facebook account. Choose your account and click ‘Continue’. Ensure that you authorize the connection, as this allows Pabbly Connect to access your Facebook Lead Ads data.

• Select the appropriate Facebook page associated with your lead ads.
• Choose the lead form you want to use for this automation.
• Click on ‘Send Test Request’ to ensure the connection is successful.

Once the test request is successful, Pabbly Connect will capture the lead details, which will be used in the next steps.

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4. Updating or Creating a Keap Contact

Now that you have successfully connected Facebook Lead Ads to Pabbly Connect, the next step is to create or update a contact in Keap. Select ‘Keap’ as your action application and choose the action event as ‘Create or Update Contact’. Click on ‘Connect’ to link your Keap account.

Similar to the previous connection, you will need to authorize Pabbly Connect to access your Keap account. After successful authorization, you will be prompted to map the lead details from the previous step.

Map the email address from the lead details to the email field in Keap. Fill in other required fields like first name, last name, and phone number by mapping them accordingly. Select the option to check for duplicates based on the email address.

After mapping the necessary fields, click on ‘Save and Send Test Request’. This will create or update the contact in Keap with the lead details captured from Facebook Lead Ads.

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5. Verifying Contact Creation in Keap

Once the test request is sent, you can verify that the contact has been created or updated in your Keap account. Open your Keap dashboard and refresh the contacts page. You should see the new contact listed with the details you entered from the lead form.

This seamless integration demonstrates how Pabbly Connect automates the lead capturing process, ensuring that your sales team can follow up with leads promptly. As soon as a new lead is received through Facebook Lead Ads, Pabbly Connect captures the details and updates your Keap account in real time.

To further test the workflow, you can repeat the lead submission process with different details and observe how Pabbly Connect handles the updates automatically. This will confirm that your automation is functioning correctly and efficiently.

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Conclusion

In conclusion, using Pabbly Connect to integrate Facebook Lead Ads with Keap allows for efficient lead management. This automation ensures that every new lead is captured and updated in real time, enhancing your follow-up process. By following the steps outlined, you can streamline your lead generation efforts effectively.

Learn how to automate the process of adding Mailgun members when a purchase is made on FlexiFunnels using Pabbly Connect. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for FlexiFunnels and Mailgun Integration

To create a Mailgun member upon a purchase in FlexiFunnels, you first need to set up Pabbly Connect. Start by accessing the Pabbly Connect website and signing in to your account. If you’re new, simply sign up for a free account to explore its features.

Once logged in, navigate to the dashboard where you will find various Pabbly applications. Click on Pabbly Connect to initiate the integration process. Here, you can create a new workflow to connect FlexiFunnels with Mailgun.

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2. Creating a Workflow in Pabbly Connect

To begin the workflow, click on the Create Workflow button. Name your workflow something descriptive like ‘Create Mailgun Member on FlexiFunnels Purchase.’ Choose the folder where you want to save this workflow, for instance, the ‘Automations’ folder.

• Click on the Create button.
• Select FlexiFunnels as your trigger application.
• Choose the trigger event as New Purchase.

After setting the trigger, Pabbly Connect will provide you with a webhook URL. This URL will be used in FlexiFunnels to initiate the connection. Copy this URL as it will be needed for the next steps.

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3. Configuring FlexiFunnels to Trigger Pabbly Connect

Now, log in to your FlexiFunnels account. Navigate to the product settings where you want to set the rules for purchases. Click on Edit for the specific product, such as ‘Programming in Python.’ Then go to the Set Rules section.

• Select Product is Purchased for all pricing options.
• Choose the option to use a webhook.
• Paste the copied webhook URL into the Endpoint URL field.

Save your changes in FlexiFunnels. This configuration will ensure that every time a purchase is made, it triggers the webhook and sends the necessary data to Pabbly Connect.

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4. Testing the Integration with a Purchase

After setting up the webhook, you need to test the integration. Go back to FlexiFunnels and make a test purchase. Enter a name like ‘Demo User’ and complete the order. Once the purchase is successful, Pabbly Connect will capture the webhook response.

Check the Pabbly Connect dashboard to see if the test submission has been recorded. You should see all the details you entered, including the first name, last name, and email address. This confirms that the integration is working correctly.

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5. Adding Mailgun Member through Pabbly Connect

Now that the test submission is successful, it’s time to set up Mailgun as the action application in Pabbly Connect. Select Mailgun and choose the action event as New Mailing List Member.

You will need to connect your Mailgun account by entering the API key and domain name. This information can be found in your Mailgun account settings. Once connected, map the email address and name fields from the previous step to add the new member.

Click on Save and Send Test Request to finalize the process. You should receive a confirmation that the member has been added successfully. Check your Mailgun account to see if the new member appears in your list.

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Conclusion

This tutorial demonstrated how to automate the process of adding a Mailgun member whenever a purchase is made on FlexiFunnels using Pabbly Connect. By following these steps, you can streamline your email marketing efforts and ensure all customers are added to your mailing list instantly.

Learn how to automate LiveWebinar registrants using Cashfree Payments and Pabbly Connect in this detailed tutorial. Streamline your webinar registration process today! 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. Introduction to Pabbly Connect for Cashfree and LiveWebinar Integration

In this tutorial, we will explore how to use Pabbly Connect to automate the process of creating LiveWebinar registrants whenever a payment is made through Cashfree. This integration streamlines your workflow and enhances efficiency by eliminating manual tasks.

Pabbly Connect serves as the automation platform that connects your Cashfree payment gateway with LiveWebinar. By using this integration, you ensure that every payment received translates into an automatic registration for your webinar, improving the attendee experience.

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2. Setting Up Pabbly Connect for Automation

To begin, access Pabbly Connect by visiting its homepage. If you are a new user, you can sign up for free and receive 300 tasks every month to explore the platform. Existing users can simply sign in to their accounts.

Once logged in, navigate to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button. In the dialog box, name your workflow, something like ‘Create Live Webinar Registrant on Cashfree Payment’, and select a folder for organization. This step helps in managing multiple workflows efficiently.

• Visit Pabbly Connect homepage
• Sign up or log in
• Click on ‘Create Workflow’
• Name your workflow and select a folder

After creating the workflow, you will set up the trigger that initiates the automation process. This is where Pabbly Connect shines by capturing payment events from Cashfree.

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3. Configuring Cashfree Trigger in Pabbly Connect

In this step, select Cashfree as your trigger application within Pabbly Connect. Choose the trigger event as ‘Payment via Form’. This setting ensures that every time a payment is made through your Cashfree payment page, the workflow gets triggered.

Once the trigger is set, you will receive a Webhook URL. Copy this URL as it will be used to connect your Cashfree account with Pabbly Connect. Go to your Cashfree account, navigate to the payment forms, and click on the developers’ option to set up the Webhook.

• Select Cashfree as the trigger application
• Choose ‘Payment via Form’ as the trigger event
• Copy the Webhook URL provided by Pabbly Connect
• Set up the Webhook in Cashfree under the developers’ section

After setting up the Webhook, you can test the connection by making a test payment through your Cashfree payment page. This will help confirm that your Pabbly Connect workflow is functioning as expected.

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4. Creating LiveWebinar Registrant via Pabbly Connect

With the Cashfree trigger configured, the next step is to set the action application to LiveWebinar in Pabbly Connect. Choose the action event as ‘Create Webinar Registrant’. This step is crucial as it defines what happens once a payment is received.

Connect your LiveWebinar account by clicking on the ‘Connect with LiveWebinar’ button. Authorize the connection to ensure that Pabbly Connect can access your LiveWebinar account. After establishing the connection, select the specific webinar for which you want to register attendees.

Select LiveWebinar as the action application Choose ‘Create Webinar Registrant’ as the action event Authorize the connection to LiveWebinar Select the webinar for registration

After setting up the action, map the data fields from the Cashfree payment response to the required fields in the LiveWebinar registration form. This mapping ensures that all relevant information, such as attendee name and email, is transferred automatically.

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5. Testing and Finalizing the Integration

To finalize the integration, you need to perform a test submission to ensure everything works seamlessly. Make a test payment on your Cashfree payment page using dummy data. Once the payment is successful, check your LiveWebinar account to see if the attendee was registered correctly.

If the test is successful, your Pabbly Connect automation is fully operational. You can now enjoy the benefits of automated registrations, saving time and reducing manual errors. Make sure to monitor the integration initially to confirm that it operates smoothly.

Make a test payment on Cashfree Check for successful registration in LiveWebinar Monitor the integration for any issues

With this setup, you have successfully automated the registration process for your webinars using Pabbly Connect. This integration not only enhances efficiency but also provides a better experience for your attendees.

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Conclusion

In this tutorial, we successfully demonstrated how to create LiveWebinar registrants using Cashfree payments through Pabbly Connect. By following these steps, you can automate your webinar registration process, ensuring instant access for attendees and improving your operational efficiency.