Automate Failed Razorpay Payment Details to Grist with Pabbly Connect

Learn how to automatically add failed Razorpay payment details to your Grist database using Pabbly Connect in this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To begin integrating Razorpay and Grist, you first need to access Pabbly Connect. Start by typing in the URL Pabbly.com/connect into your browser. Once you reach the site, you have the option to either sign in or sign up for a new account. Signing up is free and provides you with 100 free tasks every month, which allows you to practice the workflows.

After logging in, navigate to Pabbly Connect from your dashboard. Here, you can create a new workflow that will automate the process of adding failed payment details from Razorpay to your Grist database.


2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect interface, begin by clicking on the Create Workflow button. Name your workflow appropriately, such as Razorpay to Grist, and click on Create. You will see two sections: Trigger and Action. The Trigger section is where the event occurs, while the Action section is where the result takes place.

  • Select Razorpay as the trigger application.
  • Choose the event as Payment Failed.
  • Copy the webhook URL provided by Pabbly Connect.

Now, go to your Razorpay account settings and navigate to the Webhooks section. Here, click on Add New Webhook, paste the copied URL, and select the event Payment Failed. This connects Razorpay to Pabbly Connect, allowing it to listen for failed payment events.


3. Testing the Webhook Connection

Once the webhook is set up, you need to test it to ensure it captures the failed payment details. Fill out the payment form using dummy data and simulate a failed payment. After submitting, Razorpay will send the payment details to Pabbly Connect, which will display the webhook response.

At this point, you should see the details of the failed payment in the response section, including the name, email, and phone number of the user. This confirms that the webhook is functioning correctly and capturing the necessary data.


4. Adding Payment Details to Grist

With the webhook successfully capturing data, it’s time to set up the action in Pabbly Connect to send this data to Grist. Select Grist as the action application and choose Create Record as the action event. You will need to connect your Grist account by providing the API key found in your Grist account settings.

  • Navigate to your Grist account and access Profile Settings.
  • Copy your API key and paste it into Pabbly Connect.
  • Select the appropriate workspace and document where you want to save the payment details.

Map the fields from the webhook response to the respective fields in your Grist database, such as first name, last name, email, and phone number. After mapping, click on Save and then Send Test Request to verify that the data is being correctly sent to Grist.


5. Finalizing Your Automation

After successfully testing the connection between Pabbly Connect and Grist, your automation is nearly complete. Any time a payment fails in Razorpay, the details will automatically be added to your Grist database without any manual intervention.

This automation not only saves time but also ensures you can promptly follow up with customers whose payments have failed. You can now manage failed payments efficiently, enhancing your customer service experience.

To finalize, make sure to save your workflow in Pabbly Connect. You can also revisit and refine this workflow as needed. With this setup, your business can operate more smoothly, reducing the hassle of tracking failed payments manually.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding failed Razorpay payment details to your Grist database. By following these steps, you can streamline your payment management and enhance customer communication.

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

Elementor Salesforce Integration: Add Leads from Elementor Forms to Salesforce with Pabbly Connect

Learn how to integrate Elementor Forms with Salesforce using Pabbly Connect. This detailed guide covers all steps to add leads seamlessly. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Start by typing ‘Pabbly.com/connect’ in your browser’s address bar. This will direct you to the Pabbly Connect homepage.

Once there, you have two options: sign in if you already have an account, or sign up for a free account. Signing up allows you to access 100 free tasks each month, making it easy to practice your automation workflows. After signing in, click on ‘Access Now’ to enter the Pabbly Connect dashboard.


2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Elementor to Salesforce’. This will help you identify the workflow later. using Pabbly Connect

After naming your 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. For this integration, select ‘New Form Submission’ as the trigger event, which indicates that a form submission in Elementor will initiate the process.


3. Setting Up Elementor Forms to Work with Pabbly Connect

Next, you need to connect your Elementor Forms to Pabbly Connect using a webhook URL. Copy the webhook URL provided in Pabbly Connect, then navigate to your WordPress site where Elementor is installed.

In Elementor, create a new page or edit an existing one. Add a form widget and customize the fields. Ensure you have fields for first name, last name, email, contact number, company, and description. Once your form is set up, go to the ‘Actions After Submit’ section and select ‘Webhook’. Paste the copied webhook URL into the designated field and save your changes.


4. Testing the Integration with Pabbly Connect

To test the integration, fill out your Elementor form with sample data and submit it. After submission, return to Pabbly Connect to check if the data has been received. You should see the details from your form submission appear in the Pabbly Connect dashboard.

Next, set up the Action step by selecting Salesforce as the application and ‘Create Contact’ as the action event. Connect your Salesforce account to Pabbly Connect by following the prompts, ensuring your data remains secure. Use the mapping feature to transfer the data from the webhook response to the corresponding fields in Salesforce.

  • Map the first name and last name fields from the form submission.
  • Map the email and contact number to their respective fields in Salesforce.
  • Complete the mapping for company and description as well.

Once you have mapped all necessary fields, click ‘Save and Send Test Request’ to create a new contact in Salesforce. Verify that the contact has been successfully added by checking your Salesforce account.


5. Conclusion: Automate Your Lead Management with Pabbly Connect

By following these steps, you can seamlessly integrate Elementor Forms with Salesforce using Pabbly Connect. This automation allows you to manage leads efficiently, ensuring that every form submission is converted into a new contact in Salesforce.

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

This workflow not only saves time but also enhances your lead management process, making it easier to follow up with potential customers. Start using Pabbly Connect today to streamline your business operations and improve your customer engagement.


Integrating Elementor Forms with Apollo CRM Using Pabbly Connect

Learn how to automate adding contacts from Elementor forms to Apollo CRM using Pabbly Connect in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Elementor Forms and Apollo CRM

To begin, you need to access Pabbly Connect. This platform will facilitate the integration between Elementor forms and Apollo CRM. Start by logging into your Pabbly Connect account. If you don’t have an account yet, you can easily sign up for a free account that provides 100 free automation tasks every month.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you will create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Add Leads from Elementor Forms into Apollo CRM Automatically,’ and click ‘Create’. This sets the stage for automating your lead collection process.


2. Setting Up the Elementor Form Trigger in Pabbly Connect

In this step, you will configure the trigger for your workflow. The trigger will be the Elementor form submission. In the workflow setup, select ‘Elementor’ as your trigger application. Then, choose the trigger event as ‘New Form Submission’. This will initiate the workflow whenever a new form is submitted. using Pabbly Connect

  • Select the trigger application as Elementor.
  • Choose ‘New Form Submission’ as the trigger event.
  • Copy the provided webhook URL for later use.

After selecting your trigger, Pabbly Connect will generate a webhook URL. This URL is crucial as it allows Elementor to send form submission data to Pabbly Connect. Copy this URL and proceed to the Elementor plugin on your WordPress site to integrate it with this webhook.


3. Configuring Elementor to Send Data to Pabbly Connect

Now, you need to set up your Elementor form to send data to the webhook URL you copied earlier. Edit your form in Elementor by clicking on ‘Edit with Elementor’. Once in the form editor, select the form field and navigate to the ‘Actions After Submit’ section. using Pabbly Connect

  • Find the ‘Actions After Submit’ tab in the left panel.
  • Add ‘Webhook’ as an action.
  • Paste the copied webhook URL into the webhook field.

After pasting the URL, click on the ‘Update’ button to save your changes. This integration allows Pabbly Connect to receive data whenever someone submits the Elementor form, thus automating the data collection process.


4. Testing the Integration between Elementor and Apollo CRM

With your Elementor form now connected to Pabbly Connect, it’s time to test the integration. Go back to Pabbly Connect and check if it shows that it is waiting for a webhook response. Fill out the Elementor form as a test submission with sample data. using Pabbly Connect

After submitting the form, return to Pabbly Connect to see if the data has been received. You should see the details of the form submission, including the name, email, and phone number of the lead. This confirms that the integration is functioning correctly, allowing Pabbly Connect to capture the data from Elementor forms.


5. Adding Contacts to Apollo CRM Using Pabbly Connect

Now that you have successfully tested the webhook, the next step is to add the captured leads into Apollo CRM. In your Pabbly Connect workflow, select ‘Apollo’ as your action application and choose ‘Create Contact’ as the action event. using Pabbly Connect

To connect Pabbly Connect with Apollo CRM, you will need to input your Apollo API key. You can find this key in your Apollo CRM account settings. Once connected, you need to map the data fields from your Elementor form submission to the corresponding fields in Apollo CRM.

Map the first name, last name, and email from the form submission data. Optionally, add organization name and contact stage if needed. Test the action to ensure that the contact is added to Apollo CRM.

Once you save and test this action, you should see the new contact appear in your Apollo CRM account, confirming that your integration is working seamlessly. This automation will save you time and enhance your productivity by eliminating manual data entry.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding contacts from Elementor forms submissions to Apollo CRM. By following these steps, you can streamline your lead management and enhance your productivity without any coding knowledge.

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

Integrating Elementor Forms with Mailgun Using Pabbly Connect

Learn how to integrate Elementor forms with Mailgun using Pabbly Connect to automate subscriber additions effortlessly. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To integrate Elementor with Mailgun, start by accessing Pabbly Connect. This platform is essential for automating the process of adding subscribers from Elementor forms to Mailgun mailing lists. First, sign up for a free account, which provides 100 free automation tasks each month.

After logging into your Pabbly Connect account, you will be directed to the dashboard. Here, you can create a new workflow to set up the integration between Elementor and Mailgun, streamlining your email marketing efforts.


2. Creating a Workflow in Pabbly Connect

Once on the dashboard, click on the ‘Create Workflow’ button to initiate the process. Name your workflow, such as ‘Add Subscribers from Elementor Forms to Mailgun Automatically’. This name will help you identify the workflow later. using Pabbly Connect

  • Click on ‘Create’ to establish your workflow.
  • You will see options for ‘Trigger’ and ‘Action’.
  • Set the trigger to ‘New Form Submission’ from the Elementor Forms application.

With the trigger set, you can now proceed to configure the action that will follow the form submission. This step is crucial as it connects the data collected from Elementor to your Mailgun account.


3. Setting Up the Elementor Trigger in Pabbly Connect

To set up the Elementor trigger, select Elementor Forms as the trigger application in Pabbly Connect. Choose the event ‘New Form Submission’. This event will activate your workflow whenever someone submits a form created with Elementor.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your Elementor form to Pabbly Connect. Copy this URL to use it in the next steps.

  • Navigate to your WordPress dashboard and edit the Elementor form.
  • In the form settings, locate ‘Actions After Submit’ and add ‘Webhook’.
  • Paste the webhook URL you copied from Pabbly Connect.

After updating the form, your Elementor form is now connected to Pabbly Connect, ready to send data upon submission.


4. Adding Mailgun as an Action in Pabbly Connect

Next, you will need to set up Mailgun as the action application in your Pabbly Connect workflow. Search for Mailgun and select it as your action application. Choose the action event as ‘Add New Mailing List Member’. This action will automatically add the new subscriber to your Mailgun list.

Click on ‘Connect’ and create a new connection by entering your Mailgun API key and other required details. You can find your API key in your Mailgun account under the security settings. Make sure to select the correct region and domain name corresponding to your Mailgun setup.

Input your Mailgun API key and host region. Select the domain from your Mailgun account that matches the region. Save the connection to finalize the setup.

With Mailgun connected, you can now map the data received from Elementor to create a new member in your mailing list.


5. Mapping Data to Mailgun in Pabbly Connect

In this step, map the data fields from the Elementor form submission to the corresponding fields in Mailgun. This mapping ensures that the correct information is sent to Mailgun when a form is submitted. Select the mailing list where you want to add the new subscriber.

For the email address and member name, you can directly map the fields from the Elementor submission data captured by Pabbly Connect. Make sure to set the update option according to your preference, allowing for either updates to existing members or raising errors for duplicates.

Map the email address field from Elementor to Mailgun. Map the member name field similarly. Test the connection by sending a test request.

Upon successful testing, your workflow is complete. Now, whenever someone submits the Elementor form, their details will be automatically added to your Mailgun mailing list, enhancing your marketing automation.


Conclusion

Integrating Elementor forms with Mailgun using Pabbly Connect streamlines your subscriber management process. By following these steps, you can automate the addition of subscribers to your mailing list, saving you time and boosting productivity. Start leveraging Pabbly Connect today for seamless integrations!

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

Seamless Elementor and Zendesk Integration Using Pabbly Connect

Learn how to integrate Elementor forms with Zendesk using Pabbly Connect to automate user creation effortlessly. Follow our step-by-step guide! 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


1. Accessing Pabbly Connect for Integration

To start the integration between Elementor forms and Zendesk, access Pabbly Connect by signing up for a free account. This automation tool allows you to create workflows easily without requiring coding skills.

Once logged in, navigate to your dashboard and click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Create Users from Elementor Form Submission in Zendesk Automatically’. This will set the foundation for your automation process.


2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Choose Elementor as your trigger application and select the event as ‘New Form Submission’. This event will initiate the workflow whenever a form is submitted.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it will be connected to your Elementor form. Follow these steps to set up the webhook:

  • Copy the webhook URL provided by Pabbly Connect.
  • Edit your Elementor form and navigate to the ‘Actions After Submit’ section.
  • Add a webhook action and paste the copied URL in the webhook URL field.

Once you update the form, it will start waiting for responses from Pabbly Connect, allowing you to capture form submissions automatically.


3. Testing the Webhook Response

With the webhook set up, it’s time to test the integration. Fill out the Elementor form as if you were a client. For instance, enter a name, email, and organization, then submit the form.

After submission, return to Pabbly Connect to check if the data was captured successfully. You should see the response containing all the details you filled in. This confirms that the webhook is functioning correctly and is ready for the next step.


4. Connecting Zendesk in Pabbly Connect

The next phase is to connect Zendesk as the action application in Pabbly Connect. Select Zendesk from the action applications and choose the event ‘Create User’. This sets up the action that will occur after a form submission.

To establish the connection, input your Zendesk username (the email used to log in), password, and subdomain. For example, if your Zendesk URL is ‘https://yourcompany.zendesk.com’, your subdomain is ‘yourcompany’. Once entered, click ‘Save’ to connect.

Now, map the data from the Elementor form to the fields required by Zendesk. This includes the user’s name, email, and any additional information needed. Ensure that the mappings correspond to the test data received earlier from the webhook.


5. Finalizing the Integration and Testing

After mapping the data, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will create a new user in Zendesk based on the submitted form data.

Check your Zendesk dashboard to confirm the new user has been added successfully. Refresh the user list to see the newly created user. This verifies that your automation is working as intended.

Once set up, you won’t need to revisit the workflow unless changes are required. The integration will run seamlessly, creating users in Zendesk automatically whenever a form is submitted through Elementor.


Conclusion

Integrating Elementor forms with Zendesk using Pabbly Connect streamlines user creation and enhances productivity. By following the steps outlined, you can automate this process effortlessly, saving time and reducing manual data entry.

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

Integrate Elementor Forms with Encharge CRM Using Pabbly Connect

Learn how to integrate Elementor Forms with Encharge CRM using Pabbly Connect for seamless contact management. Follow our step-by-step tutorial to automate your workflow. 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


1. Introduction to Pabbly Connect for Elementor and Encharge Integration

In this tutorial, we will explore how to use Pabbly Connect to integrate Elementor Forms with Encharge CRM. This integration allows you to automatically add form submissions as contacts in your Encharge account.

Pabbly Connect is a powerful automation tool that requires no coding skills, making it accessible for everyone. By using Pabbly Connect, you can streamline your workflow and enhance your customer management process.


2. Accessing Pabbly Connect and Creating a New Workflow

To begin, go to the Pabbly website by typing Pabbly.com in your browser. Navigate to the products section and select Pabbly Connect. If you are a new user, click on ‘Sign Up for Free’ to create an account.

  • Create your account in just 2 minutes.
  • Get 100 free tasks every month.

After signing in, click on ‘Access Now’ for Pabbly Connect. You will be directed to the dashboard where you can create a new workflow. Click on the plus sign and select ‘Create Workflow’. Name your workflow, for example, ‘Add Elementor Form Submissions to Encharge CRM Contacts’, and click ‘Create’.


3. Setting Up the Trigger for Elementor Forms

In this section, we will set up the trigger for our workflow using Pabbly Connect. Select ‘Elementor Forms’ as the application and choose ‘New Form Submission’ as the trigger event. You will see a webhook URL; copy this URL as it will be used in Elementor.

Next, navigate to your WordPress dashboard where you have Elementor installed. Edit the page containing your Elementor form. Click on the form, go to ‘Actions After Submit’, and add a webhook action. Paste the copied webhook URL and update the form. This step establishes a connection between Elementor Forms and Pabbly Connect.


4. Testing the Integration with Pabbly Connect

Now that the webhook is set up, it’s time to test the integration. Go back to Pabbly Connect and you will see that it is waiting for a webhook response. Fill out the Elementor form on your website to trigger the webhook.

  • Enter the customer’s first name, last name, and email address.
  • Submit the form to capture the response.

Once submitted, return to Pabbly Connect to view the received data. You should see all relevant details from the form submission, confirming that the integration is working correctly.


5. Adding Contacts to Encharge CRM via Pabbly Connect

With the data received from Elementor Forms, we can now add a new contact in Encharge. In Pabbly Connect, select ‘Encharge’ as the application and choose ‘Add or Update Person’ as the action event. Click ‘Connect’ and authorize Pabbly Connect to access your Encharge account.

Map the fields from the form submission to the corresponding fields in Encharge, such as email, first name, and last name. After mapping, click on ‘Save and Send Test Request’. Check your Encharge account to confirm that the new contact has been added successfully.


Conclusion

In this tutorial, we demonstrated how to integrate Elementor Forms with Encharge CRM using Pabbly Connect. This integration automates the process of adding contacts, enhancing your workflow efficiency. By following the steps outlined, you can seamlessly connect various applications and streamline your business operations.

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

Integrate Elementor Forms with Keap CRM Using Pabbly Connect

Learn how to seamlessly integrate Elementor forms with Keap CRM using Pabbly Connect. Follow this detailed tutorial for automatic contact creation. 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


1. Introduction to Pabbly Connect for Elementor and Keap CRM Integration

Pabbly Connect is an essential tool for integrating Elementor forms with Keap CRM. This integration allows automatic addition of contacts whenever a form is submitted. By using Pabbly Connect, users can streamline their customer relationship management without needing coding skills.

In this tutorial, we will walk you through the process of setting up this integration step by step, ensuring that every form submission on your Elementor site is captured in Keap CRM. This setup will help you maintain better relationships with your customers by automating follow-up processes and promotional communications.


2. Setting Up Pabbly Connect for Elementor Forms

To begin, access Pabbly Connect by visiting Pabbly.com. If you are a new user, click on ‘Sign Up for Free’ to create your account. Existing users can simply click on ‘Sign In’ and navigate to the Pabbly Connect dashboard. using Pabbly Connect

  • Create a new workflow by clicking on the plus sign.
  • Name the workflow as ‘Add Elementor Form Submissions to Keap CRM as Contacts’.
  • Select Elementor Forms as the trigger application.

After setting up the workflow, you will see a trigger window. Here, select ‘New Form Submission’ as the trigger event. This action will initiate the workflow whenever a new form is submitted on your Elementor site.


3. Configuring Elementor Forms to Work with Pabbly Connect

Next, you will need to configure your Elementor forms to connect with Pabbly Connect. Open your WordPress site and navigate to the page with the Elementor form. Click on ‘Edit with Elementor’ to access the form settings.

In the form settings, locate the ‘Actions After Submit’ section. Click on the plus sign to add a new action and select ‘Webhook’. This is where you will paste the webhook URL generated by Pabbly Connect.

  • Paste the webhook URL from Pabbly Connect into the webhook settings.
  • Click on ‘Update’ to save your changes.

Once the webhook is set up, Pabbly Connect will be able to capture the form submissions automatically. This ensures that every time a user fills out the form, their details will be sent to Pabbly Connect for further processing.


4. Mapping Data from Elementor to Keap CRM Using Pabbly Connect

After setting up the webhook, it’s time to map the data from Elementor forms to Keap CRM. In Pabbly Connect, scroll down to the action window and select ‘Infusionsoft by Keap’ as the application for the action event. Choose ‘Create or Update Contact’ as the action. using Pabbly Connect

Connect your Keap account by clicking on ‘Connect with Infusionsoft by Keap’. When prompted, allow access to authorize the connection. Once connected, you will be able to map the fields from the Elementor form to the corresponding fields in Keap CRM.

Map the email address from the Elementor submission to the email field in Keap. Map the first and last names accordingly. Fill in any optional fields if available.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to verify that the data is being sent correctly to Keap CRM. This step ensures that your integration is functioning as expected and that contacts are created automatically.


5. Testing the Integration Between Elementor and Keap CRM

To ensure everything is working smoothly, test the integration by submitting a new form entry on your Elementor site. Fill out the form with sample details and click ‘Submit’. This action will trigger the webhook and send the data to Pabbly Connect.

After submitting the form, return to Pabbly Connect to check if the data has been received. You should see the response containing the details of the submission. If everything is set up correctly, a new contact should be created in your Keap CRM account.

Verify the contact details in Keap CRM to confirm successful integration. Repeat the process for additional test submissions to ensure reliability.

By following these steps, you can confirm that your integration between Elementor forms and Keap CRM via Pabbly Connect is functional, allowing for efficient management of customer data.


Conclusion

In this tutorial, we explored how to integrate Elementor forms with Keap CRM using Pabbly Connect. This integration automates the process of adding new contacts based on form submissions, streamlining your customer management efforts. With Pabbly Connect, you can enhance your business operations without any coding knowledge.

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

Integrate GoHighLevel and Walletly Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate GoHighLevel and Walletly using Pabbly Connect to automatically create loyalty cards for customers. Follow our detailed tutorial for seamless automation! 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


1. Introduction to Pabbly Connect for Integration

In this section, we will explore how to use Pabbly Connect to integrate GoHighLevel and Walletly. This integration allows for automatic creation of loyalty cards for customers when they are added to a campaign in GoHighLevel. Understanding how to navigate Pabbly Connect is essential for setting up this automation.

To get started, visit the Pabbly website and navigate to the Pabbly Connect section. Create an account or log in if you already have one. Once logged in, you will be able to access the dashboard where you can create your workflows.


2. Creating a Workflow in Pabbly Connect

To set up the integration, the first step is to create a new workflow in Pabbly Connect. Click on the plus sign and select ‘Create Workflow’. Name your workflow appropriately, such as ‘GoHighLevel to Walletly Integration’. This will help you identify the workflow easily in the future.

Next, you will see a trigger and action window. The trigger is what initiates the workflow, while the action is what happens as a result. For this integration, the trigger will be set to ‘Added to Campaign’ in GoHighLevel. Follow these steps to set it up:

  • Select GoHighLevel as the application.
  • Choose ‘Added to Campaign’ as the trigger event.
  • Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will need to set it up in your GoHighLevel account. This involves creating a new trigger in GoHighLevel that activates when a contact is added to a campaign. This is where Pabbly Connect starts capturing data from GoHighLevel.


3. Setting Up GoHighLevel Integration

Now that you have the trigger set up in Pabbly Connect, it’s time to configure it in GoHighLevel. Go to your GoHighLevel dashboard, select your business, and navigate to the ‘Triggers’ section. Click on the plus sign to add a new trigger and name it something like ‘Add Contact to Campaign’.

Once you have named your trigger, select Pabbly Connect as the application and choose the action ‘Execute Webhook’. Paste the webhook URL you copied earlier from Pabbly Connect. After saving this trigger, make sure it is activated. This allows GoHighLevel to send data to Pabbly Connect whenever a new contact is added to a campaign.

To test the integration, add a contact to your campaign in GoHighLevel. This will send the contact’s details to Pabbly Connect, allowing you to see if the data is captured correctly. If successful, you will see the response in your Pabbly dashboard.


4. Integrating Walletly for Loyalty Cards

With GoHighLevel set up, the next step is to integrate Walletly using Pabbly Connect. In your workflow, click on the action step and select Walletly as the application. Choose the action event ‘Create Loyalty Card’. This action will be triggered after a contact is successfully added to a campaign.

To connect Walletly, you will need to provide an API key and Brand ID. These can be found in your Walletly account under the API section. Copy these details and paste them into the respective fields in Pabbly Connect. This connection will allow Pabbly Connect to generate loyalty cards automatically.

Once the connection is established, map the customer details from GoHighLevel to Walletly, including the first name, last name, and email address. This ensures that the loyalty card is personalized for each customer. After mapping the details, click on ‘Save and Send Test Request’ to create a test loyalty card.


5. Sending Loyalty Cards via Gmail

After successfully creating the loyalty card, the final step is to send it to the customer via email using Gmail. Add another action step in your workflow and select Gmail as the application. Choose ‘Send Email’ as the action event.

Connect your Gmail account to Pabbly Connect by clicking on ‘Add New Connection’ and following the prompts to authorize access. Once connected, you can map the recipient’s email address from the data captured from GoHighLevel. This ensures the loyalty card is sent directly to the customer’s email.

Fill in the email subject and body, including the loyalty card URL generated earlier. Once you have drafted the email, click on ‘Save and Send Test Request’ to ensure everything is working correctly. Check the recipient’s inbox to confirm that the loyalty card was sent successfully.


Conclusion

In conclusion, using Pabbly Connect to integrate GoHighLevel and Walletly allows businesses to automate the creation and distribution of loyalty cards seamlessly. This process not only saves time but also enhances customer engagement. By following the steps outlined in this tutorial, you can set up this integration easily and efficiently.

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

Integrate Elementor Forms with GoToWebinar Using Pabbly Connect

Learn how to automatically register attendees in GoToWebinar using Elementor Forms with Pabbly Connect. Step-by-step tutorial for seamless automation. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Integration

The first step to integrating Elementor Forms with GoToWebinar is to set up Pabbly Connect. To do this, log in to your Pabbly Connect account. If you don’t have one, you can create a free account easily. Once logged in, you will be directed to the Pabbly Connect dashboard where you can start creating your workflow.

To begin, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it something descriptive like ‘Add Registrants from Elementor to GoToWebinar Automatically’. After naming your workflow, click the ‘Create’ button to proceed.


2. Setting the Trigger with Elementor Forms

After creating your workflow in Pabbly Connect, the next step is to set the trigger. The trigger will be a new form submission via Elementor. Search for ‘Elementor’ in the trigger application field and select it. Choose ‘New Form Submission’ as the trigger event. This will initiate the workflow whenever a new form is submitted.

  • Select ‘Elementor’ as the trigger application.
  • Choose ‘New Form Submission’ as the trigger event.
  • Copy the provided webhook URL.

Now, you need to integrate this webhook URL into your Elementor form. Go to your WordPress dashboard, edit your form with Elementor, and under ‘Actions After Submit’, add a webhook action. Paste the copied URL here and update your form. This will allow Pabbly Connect to receive data from your Elementor form submissions.


3. Testing the Form Submission

Once the webhook is configured, it’s essential to test the integration. Fill out your Elementor form with test data such as a name and email address. After submitting the form, Pabbly Connect will capture the data from this submission. You can verify this by checking the ‘Response Received’ section in Pabbly Connect.

Ensure that the data appears correctly, as this will be used in the next step to register the user in GoToWebinar. If the data is captured successfully, you are ready to proceed to the next action step in your workflow.


4. Adding Registrant in GoToWebinar

Now that you have set up the trigger and tested the form submission, it’s time to add the registrant in GoToWebinar. In Pabbly Connect, select ‘GoToWebinar’ as your action application. Choose ‘Create Registrant’ as the action event. This will allow Pabbly Connect to add the person who submitted the form as a registrant for your webinar.

  • Select ‘GoToWebinar’ as the action application.
  • Choose ‘Create Registrant’ as the action event.
  • Connect your GoToWebinar account to Pabbly Connect.

During the setup, you will need to provide the start and end dates and times for your webinar, ensuring they are in the correct UTC format. Map the first name, last name, and email from the Elementor form submission to the corresponding fields in GoToWebinar. Once everything is set up, save and send a test request to confirm that the registrant is added successfully.


5. Real-Time Example of Automation

To demonstrate the automation in action, fill out the Elementor form again with a new test registrant. After submission, check the GoToWebinar registrant list to see if the new entry appears. This real-time demonstration showcases how Pabbly Connect automates the addition of registrants without manual effort.

Once you see the new registrant listed in GoToWebinar, you can be confident that your automation workflow is set up correctly. This means that every time a form is submitted, the data will automatically be sent to GoToWebinar, simplifying the registration process.


Conclusion

By using Pabbly Connect, you can seamlessly integrate Elementor Forms with GoToWebinar, automating the registration process for your webinars. This eliminates manual data entry, saving you time and enhancing productivity. With just a few simple steps, you can set up this powerful automation and enjoy a more efficient workflow.

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

Automate Razorpay Payment Notifications to Telegram with Pabbly Connect

Learn how to integrate Razorpay with Telegram using Pabbly Connect to automate payment notifications to your team. Step-by-step guide included. 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


1. Setting Up Pabbly Connect for Razorpay and Telegram Integration

To start automating payment notifications, first, you need to log in to your Pabbly Connect account. If you don’t have an account yet, you can create one easily and get access to 100 free automation tasks every month.

Once logged in, navigate to your Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to initiate your automation process. You can name your workflow something like ‘Razorpay Payment Notifications to Telegram’ and click the ‘Create’ button to proceed.


2. Configure Trigger in Pabbly Connect Using Razorpay

In this step, you will set up the trigger for your workflow. Select Razorpay as your trigger application in Pabbly Connect. Then, choose the trigger event as ‘Payment Captured’. This event will activate the workflow whenever a payment is received successfully.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used in your Razorpay dashboard to send payment data back to Pabbly Connect.


3. Setting Up Webhook in Razorpay

Now, head over to your Razorpay dashboard. Navigate to the ‘Settings’ option on the left panel and click on ‘Webhooks’. Here, click on the ‘Add New Webhook’ button. Paste the webhook URL you copied from Pabbly Connect into the designated field.

  • Check the box for the event ‘payment.captured’.
  • Click on ‘Create Webhook’ to save your settings.

Once the webhook is created, Pabbly Connect will start waiting for a response from Razorpay. To test this, you need to make a demo payment through Razorpay.


4. Making a Demo Payment to Test the Integration

Go back to your Razorpay dashboard and navigate to the ‘Payment Pages’ section. Open the payment page for the product you are selling. Fill in the customer details and proceed to make a payment using test card information.

Once the payment is successful, return to Pabbly Connect. You should see that it has received the payment details. This confirms that the webhook is functioning correctly and data is being sent from Razorpay to Pabbly Connect.


5. Integrating Telegram with Pabbly Connect

Now that you have set up the Razorpay trigger, it’s time to configure the action step to send messages to Telegram. In Pabbly Connect, choose Telegram as your action application and select the action event ‘Send Text Message’.

To connect Telegram, you will need to create a bot using the BotFather in Telegram. Follow the instructions to get your bot’s token and paste it into Pabbly Connect. After connecting, enter the chat ID of the group where you want to send notifications.

  • Compose the message you want to send, including the customer name and payment amount.
  • Map the data from Razorpay to personalize the message.

Finally, click ‘Save and Send Test Request’ to verify that the message is sent to your Telegram group successfully. This completes your automation setup using Pabbly Connect.


Conclusion

In this tutorial, you learned how to automate payment notifications from Razorpay to Telegram using Pabbly Connect. This integration streamlines your payment processing workflow and ensures your team is always updated with the latest payment information. By following these steps, you can save time and enhance productivity in your business operations.

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