Author: Nitin Maheshwari

Learn how to automate the creation of Flowlu contacts from Facebook Lead Ads leads using Pabbly Connect in this detailed tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect and Facebook Lead Ads

In this tutorial, we will explore how to use Pabbly Connect to automate the process of creating Flowlu contacts from Facebook Lead Ads leads. This integration will streamline your workflow and save you valuable time by eliminating manual data entry.

As a real estate agency owner, automating lead management is crucial. With Pabbly Connect, you can ensure that every new lead captured via Facebook Lead Ads is instantly added as a contact in your Flowlu account. This allows for efficient follow-ups and better lead management.

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2. Setting Up Pabbly Connect for Integration

To get started with Pabbly Connect, first, access the platform by visiting the official website. If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive free tasks each month. Existing users can simply log in to their accounts.

Once logged in, navigate to the dashboard of Pabbly Connect. Here, click on the ‘Create Workflow’ button located at the top right corner. You will need to provide a name for your workflow, such as ‘Create Flowlu Contact from Facebook Lead Ads Leads’. After naming your workflow, select an appropriate folder for organization.

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3. Configuring the Trigger in Pabbly Connect

In this step, we will set up the trigger for our workflow using Pabbly Connect. Select ‘Facebook Lead Ads’ as the trigger application. The trigger event should be set to ‘New Lead’. This ensures that every time a new lead is generated through your Facebook lead ad, Pabbly Connect will capture this event.

Next, you will need to connect your Facebook account to Pabbly Connect. Click on ‘Connect with Facebook Lead Ads’ and authorize the connection. After successful authorization, select the Facebook page associated with your lead ad and choose the lead generation form you want to use.

• Select your Facebook page (e.g., Prime Properties).
• Choose the lead form (e.g., Lead Form New).

After selecting the necessary options, click on ‘Save and Send Test Request’ to wait for the webhook response. This step is crucial for ensuring that Pabbly Connect is set up correctly to receive data from Facebook Lead Ads.

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4. Adding the Flowlu Contact Action

Now that we have configured the trigger, it’s time to set up the action that will create a new contact in Flowlu using Pabbly Connect. Choose ‘Flowlu’ as the action application and select ‘Create Contact’ as the action event. This action will ensure that every new lead from Facebook Lead Ads is automatically added to your Flowlu account.

To connect your Flowlu account to Pabbly Connect, you will need to enter your account URL and API key. Navigate to your Flowlu account, go to Profile Settings, and generate a new API key under API settings. Once you have the API key, paste it along with your account URL into Pabbly Connect.

• Enter your Flowlu account URL.
• Paste the API key generated from Flowlu.

After connecting your Flowlu account, map the fields from the lead data received from Facebook Lead Ads to the corresponding fields in Flowlu. This mapping allows Pabbly Connect to dynamically insert the lead information into your Flowlu account.

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5. Testing the Integration

With the trigger and action set up, it’s time to test the integration using Pabbly Connect. Generate a test lead using the Facebook lead ad testing tool. Fill in the required fields such as property type, first name, last name, email, phone number, and address details.

Once the test lead is submitted, check your Flowlu account to see if the new contact has been created successfully. If everything is set up correctly, you should see the test lead reflected in your Flowlu contacts. This confirms that Pabbly Connect is functioning correctly and that leads are being captured as intended.

By automating this process, you save time and ensure that no lead is missed, allowing for better follow-up and conversion rates. This integration between Facebook Lead Ads and Flowlu through Pabbly Connect significantly enhances your lead management capabilities.

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Conclusion

In this tutorial, we learned how to create Flowlu contacts from Facebook Lead Ads leads using Pabbly Connect. This integration streamlines the lead management process and ensures that every lead is captured and organized efficiently. By following these steps, you can automate your workflow and focus on converting leads into successful deals.

Learn how to seamlessly integrate Tally Forms with Keap using Pabbly Connect to automate contact creation and updates efficiently. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Tally Forms and Keap Integration

To create or update a Keap contact on Tally Forms submission, you first need to access Pabbly Connect. This platform allows you to automate workflows between applications seamlessly. Start by visiting the Pabbly Connect homepage and sign in or create an account.

Once logged in, you’ll see the dashboard where you can create new workflows. This is where the integration between Tally Forms and Keap will be set up. Make sure to familiarize yourself with the interface as it will guide you through the automation process.

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2. Creating a Workflow in Pabbly Connect

To initiate the integration, click on the ‘Create Workflow’ button in the top right corner of the Pabbly Connect dashboard. You will need to name your workflow something descriptive, such as ‘Create or Update Keap Contact on Tally Forms Submission’. using Pabbly Connect

Next, select a folder to save your workflow. You can either choose an existing folder or create a new one for better organization. Once you have named your workflow and selected the folder, click on the ‘Create’ button to proceed.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select a folder for organization.
• Click ‘Create’ to finalize the setup.

Now that your workflow is created, you can set up the trigger that will initiate the automation process.

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3. Setting Up the Trigger with Tally Forms

In this step, you will set up the trigger for your workflow. Select Tally Forms as your trigger application. This integration captures new form submissions automatically. Choose the trigger event as ‘New Response’ to ensure that every new submission will trigger the workflow. using Pabbly Connect

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is essential as it connects Tally Forms to Pabbly Connect, allowing for seamless data transfer. Copy this URL, as you will need it to configure Tally Forms.

• Select Tally Forms as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the provided webhook URL for integration.

Now that the trigger is set up, the next step is to configure Tally Forms to send data to this webhook URL.

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4. Configuring Tally Forms to Send Data

Log in to your Tally Forms account and select the form you want to integrate. Click on the ‘Edit’ option for that form, and then navigate to the ‘Integrations’ tab. Here, you will select ‘Webhooks’ as your integration type. using Pabbly Connect

Paste the webhook URL you copied from Pabbly Connect into the designated field for the endpoint URL. After entering the URL, click on the ‘Connect’ button to establish the connection. This step ensures that every time a form submission occurs, Tally Forms sends the data to Pabbly Connect.

Edit the desired form in Tally Forms. Go to the ‘Integrations’ tab and select ‘Webhooks’. Paste the webhook URL and click ‘Connect’.

With Tally Forms successfully configured, you can now test the integration by submitting a sample form response.

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5. Testing the Integration and Creating Contacts in Keap

To test the integration, fill out your Tally Form with dummy data and submit it. After the submission, return to Pabbly Connect, where you should see a successful response indicating that the data has been captured. using Pabbly Connect

Next, set up the action in Pabbly Connect by selecting Keap as your action application. Choose the action event as ‘Create or Update a Contact’. Map the fields from the Tally Forms submission to the corresponding fields in Keap, such as email, first name, and last name. This mapping ensures that the correct information populates the new contact in your Keap account.

Submit a test response through Tally Forms. Check Pabbly Connect for a successful data capture. Select Keap and choose ‘Create or Update a Contact’ as the action event.

Once the mapping is complete, click on ‘Send Test Request’ to finalize the setup. If successful, you will see the new contact appearing in your Keap account, confirming that the integration works flawlessly.

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Conclusion

In this tutorial, we explored how to create or update Keap contacts using Tally Forms submissions through Pabbly Connect. By following these steps, you can streamline your lead management process and ensure that your contacts remain up-to-date without manual effort. Pabbly Connect simplifies the integration between these applications, making automation easy and efficient.

Learn how to automate marketing email creation using Pabbly Connect, Google Sheets, and AI agents like OpenAI in this detailed 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. Setting Up Pabbly Connect for Email Automation

To write marketing emails in seconds using Pabbly Connect, start by signing up for a free account on Pabbly Connect. This platform is essential for automating the process of generating emails based on prompts entered in Google Sheets.

Once your account is set up, navigate to the dashboard and create a new workflow. Click on the ‘Create Workflow’ button, name it (e.g., ‘AI Agent for Emails from Google Sheets’), and select the appropriate folder. This workflow will trigger every time you input a new prompt into your Google Sheets.

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2. Connecting Google Sheets to Pabbly Connect

In this step, you will connect your Google Sheets to Pabbly Connect. Select the Google Sheets app in the trigger step and choose the event as ‘New or Updated Spreadsheet Row’. This ensures that every time you enter a prompt in your Google Sheets, it triggers the workflow.

• Choose Google Sheets as the app.
• Select the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, head to your Google Sheets. Go to Extensions > Add-ons > Get Add-ons, and find the Pabbly Connect Webhooks add-on. Install it, refresh your Google Sheets, and set up the webhook URL in the add-on. This connection allows Pabbly Connect to receive the prompt data you enter.

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3. Integrating OpenAI with Pabbly Connect

After setting up Google Sheets, the next step is to integrate OpenAI with Pabbly Connect. In the action step of your workflow, select OpenAI and choose the action event as ‘ChatGPT’. This integration will allow you to generate email content based on the prompts from your Google Sheets.

You will need to enter your OpenAI API key to connect it with Pabbly Connect. This API key can be found in your OpenAI account under the API section. Make sure you have enough credits in your OpenAI account to use this feature.

• Select OpenAI as the app in the action step.
• Choose ‘ChatGPT’ as the action event.
• Enter your OpenAI API key to establish the connection.

Once connected, specify the AI model you wish to use (e.g., GPT-4) and set up the prompt format. This will allow the AI to generate the email subject line, header, and body based on the input prompt from Google Sheets.

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4. Updating Google Sheets with Generated Email Content

Once the email content is generated, the next step is to update your Google Sheets with this information using Pabbly Connect. In the action step, select Google Sheets again and choose the action event as ‘Update Row’.

Connect your Google Sheets account to Pabbly Connect by clicking on ‘Sign in with Google’. After connecting, select the spreadsheet and sheet where you want to update the generated email content. You will also need to specify the row index where the prompt was entered, which can be mapped from the trigger step responses.

Choose the correct spreadsheet from the dropdown. Select the sheet where the prompt is located. Map the row index to update the correct row.

Finally, map the email subject line, header, and body received from OpenAI to their respective fields in Google Sheets. This ensures that every time a prompt is entered, the corresponding email content is updated automatically.

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5. Testing the Automation with Pabbly Connect

After successfully setting up the workflow, it’s time to test the automation using Pabbly Connect. Enter a new prompt in your Google Sheets, and observe how the automation triggers the email generation process. The AI agent will create the email content and update the Google Sheets within seconds.

For example, if you enter a prompt like ‘Create a lead nurturing email for my marketing agency,’ the AI will generate a subject line, header, and body, which will then be reflected in the respective cells of your Google Sheets. This showcases the efficiency of using Pabbly Connect to automate email marketing tasks.

By leveraging Pabbly Connect, you can streamline your marketing efforts and save time, allowing you to focus on other important aspects of your business. This integration not only enhances productivity but also ensures consistent and professional communication with your audience.

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Conclusion

In this tutorial, we explored how to write marketing emails in seconds using Pabbly Connect to integrate Google Sheets and OpenAI. By automating the email generation process, you can significantly enhance your marketing efficiency and save valuable time. Start using Pabbly Connect today for seamless automation!

Learn how to set up Pabbly Connect to receive Pushover notifications for new Shopify orders with this detailed step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Shopify and Pushover Integration

To get started with receiving Pushover notifications for new Shopify orders, you will use Pabbly Connect. Begin by signing up for a free account on Pabbly Connect, which allows you to create automation workflows easily.

Once you have signed up, log in to your Pabbly Connect account. Click on the ‘Create Workflow’ button to start a new automation. Name your workflow something descriptive like ‘Shopify to Pushover’ and select the appropriate folder for organization. This will initiate your integration process.

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2. Configuring the Trigger for New Orders in Shopify

In this step, you will configure the trigger to capture new orders from your Shopify store using Pabbly Connect. In the trigger window, search for and select ‘Shopify’ as the app. Choose the trigger event as ‘New Order’ from the dropdown menu.

• Select Shopify as the app.
• Choose ‘New Order’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Add this webhook URL to your Shopify account under Settings > Notifications > Webhooks.

Once the webhook is added in Shopify, your store will send new order details to Pabbly Connect whenever an order is placed. This connection is crucial for the automation to work effectively.

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3. Testing the Trigger with a New Order

After setting up the webhook, it’s time to test the connection by placing a new order in your Shopify store. This step ensures that Pabbly Connect is capturing the order details correctly. Go to your Shopify store and make a test purchase.

Fill in the customer details using dummy information and complete the checkout process. Once the order is placed, return to your Pabbly Connect workflow. You should see that the trigger is now waiting for a response, indicating that it has successfully received the order information.

• Ensure the order appears in your Shopify admin under Orders.
• Verify that the order details are reflected in Pabbly Connect.

This verification confirms that the integration between Shopify and Pabbly Connect is functioning as intended, allowing you to receive notifications for new orders.

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4. Setting Up Pushover Notification Action

Now that you have successfully configured the trigger, the next step is to set up the action to send notifications through Pushover. In the action window of Pabbly Connect, search for and select ‘Pushover’ as the app.

Select the action event as ‘Push Notification’. You will then need to connect your Pushover account by entering the API token, which you can generate from your Pushover account settings. This API token allows Pabbly Connect to send notifications on your behalf.

Select ‘Push Notification’ as the action event. Enter your Pushover API token to establish the connection. Map the necessary fields such as customer name, email, and order details for the notification message.

After mapping the fields, you can customize the message format and click on ‘Save and Send Test Request’ to verify that the notification is sent correctly to your devices.

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5. Final Testing and Usage of the Automation

With everything set up, it’s time to test the complete automation. Place another test order in your Shopify store to see if the Pushover notification is triggered. Once the order is placed, check your mobile device for the notification.

If the notification appears with all the correct order details, congratulations! You have successfully set up the integration between Shopify and Pushover using Pabbly Connect. This automation will now work for every new order placed in your Shopify store.

Confirm that notifications are received on all desired devices. Adjust notification settings in Pushover if necessary.

This seamless integration allows you to stay updated on your sales in real-time, enhancing your e-commerce management experience with Pabbly Connect.

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Conclusion

In this tutorial, we explored how to integrate Shopify with Pushover notifications using Pabbly Connect. By following these steps, you can effectively receive real-time notifications for new orders, enhancing your operational efficiency. Start automating your notifications today with Pabbly Connect!

Learn how to automate the creation or update of GoHighLevel contacts with Webflow form submissions using Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create or update GoHighLevel contacts on Webflow form submission, you need to access Pabbly Connect. This platform allows seamless integration between Webflow and GoHighLevel.

Begin by visiting the Pabbly Connect website. If you are an existing user, sign in using the top right corner option. New users can sign up for free and receive 100 tasks per month. Once logged in, navigate to the Pabbly Connect dashboard to start creating your workflow.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect that automates the contact creation process. Click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Create or Update GoHighLevel Contact on Webflow Form Submission’.

• Name your workflow.
• Select a folder to save the workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two boxes: one for the trigger and one for the action. The trigger will be set to Webflow, specifically for form submissions, while the action will be to create or update a contact in GoHighLevel.

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3. Setting Up the Trigger for Webflow Form Submission

To configure the trigger in Pabbly Connect, select ‘Webflow V1’ as your trigger application and choose ‘New Form Submission’ as the trigger event. This event will initiate the workflow whenever a form is submitted in Webflow.

You will then need to connect Webflow to Pabbly Connect via a webhook URL. Copy the provided webhook URL from Pabbly Connect and head to your Webflow account. In Webflow, navigate to the settings of your site and select ‘Apps and Integrations’ to add the webhook.

• Click on ‘Add Webhook’.
• Select the trigger type as ‘Form Submission’.
• Paste the webhook URL and click ‘Add Webhook’.

Once added, return to Pabbly Connect, where you will see a message indicating it is waiting for a response. This confirms that the connection between Webflow and Pabbly Connect is successfully established.

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4. Testing the Webflow Form Submission

Now that the webhook is set up, it’s time to test the integration. Fill out the Webflow form with dummy data, such as a first name, last name, email address, and organization name. After completing the form, click on the submit button.

Once the form is submitted, return to Pabbly Connect to check if the response has been captured. If successful, you will see the submitted data reflected in the workflow. This confirms that the integration is functioning correctly and that Pabbly Connect is capturing the Webflow form submissions.

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5. Creating or Updating the Contact in GoHighLevel

With the trigger successfully set up and tested, the next step is to configure the action to create or update a contact in GoHighLevel. In Pabbly Connect, select ‘Lead Connector V2’ as your action application and choose the action event as ‘Create or Update Contact’. using Pabbly Connect

Connect to your GoHighLevel account by clicking on ‘Connect’ in Pabbly Connect. Once connected, map the fields from the Webflow form submission to the corresponding fields in GoHighLevel, such as first name, last name, email, and phone number. This mapping ensures that the correct data is sent to GoHighLevel.

Map the first name to the corresponding field. Map the last name, email, and phone number accordingly. Click on ‘Save and Send Test Request’ to verify the connection.

If the test is successful, you will receive a positive response indicating that the contact has been created or updated in GoHighLevel. You can then check your GoHighLevel account to confirm that the new contact appears as expected.

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Conclusion

In this tutorial, we demonstrated how to automate the process of creating or updating GoHighLevel contacts using Webflow form submissions through Pabbly Connect. By following these steps, you can streamline your workflow and ensure that your contacts are always up to date.

Pabbly Connect serves as a powerful integration tool, allowing you to connect various applications effortlessly. Now, you can focus more on your business while Pabbly Connect handles the automation for you.

Learn how to automate saving Cashfree payments in Notion using Pabbly Connect. Follow this detailed tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To automate saving Cashfree payments in Notion, you first need to access Pabbly Connect. Go to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. Here, you will find options to sign in or sign up for free.

If you’re a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply log in by clicking ‘Sign in’. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create your automation workflow.

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2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard of Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ option. A dialog box will appear asking for a name for your workflow. You can name it ‘Save Cashfree Payments in Notion Automatically’.

Next, select the appropriate folder for your workflow. For this integration, choose the folder related to payment management. This organization helps in managing multiple workflows efficiently. Once you’ve named your workflow and selected the folder, click on the ‘Create’ button to proceed.

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

Now, you will see two important sections: Trigger and Action. The trigger will be Cashfree, and the action will be Notion. This setup is essential for automating the process of saving payment details.

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3. Setting Up the Trigger with Cashfree

The next step involves setting up the trigger in Pabbly Connect. Select Cashfree as your trigger application. Then, choose the trigger event. For this automation, select ‘Payment via Form’. This option allows you to capture payment details when a customer makes a purchase through a specific form.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL needs to be copied and added to your Cashfree account under the Webhooks section. This connection will ensure that every time a payment is made, the data is sent to Pabbly Connect for processing.

• Select Cashfree as the trigger application
• Choose ‘Payment via Form’ as the trigger event
• Copy the provided webhook URL
• Paste the webhook URL in your Cashfree account under Webhooks

Once you have added the webhook URL, you can test the connection by making a test payment using the Cashfree form. This will allow you to verify that the integration is working correctly.

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4. Setting Up the Action with Notion

After confirming that the Cashfree trigger is working, the next step in Pabbly Connect is to set up the action with Notion. Select Notion as your action application and choose ‘Create Database Item’ as the action event. This allows you to save the payment details directly into your Notion database.

Before mapping the data, ensure you have already logged into your Notion account. Once logged in, choose the database where you want to save the payment details. For this example, select the database named ‘New Payment Details’. Now, you will map the fields from the Cashfree response to the respective columns in your Notion database.

Select Notion as the action application Choose ‘Create Database Item’ as the action event Map the fields from the Cashfree response to Notion columns

By mapping these fields, every time a new payment is received, the details will automatically populate in your Notion database, eliminating the need for manual entry.

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5. Testing the Integration

To ensure that the integration between Cashfree and Notion via Pabbly Connect is functioning correctly, perform a test transaction. Go back to your Cashfree account and submit a payment using one of your forms. After completing the payment, return to Pabbly Connect to check if the data has been captured successfully.

Once the payment is processed, you should see the details reflected in your Notion database. This confirms that the integration is working as intended. Repeat this process to test with different payment forms if necessary. Each successful transaction will automatically update your Notion database with the relevant payment details.

This automation simplifies your workflow significantly, allowing you to focus on your business operations while Pabbly Connect handles the data management seamlessly.

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Conclusion

In conclusion, using Pabbly Connect to automate saving Cashfree payments in Notion streamlines your payment management process. By following the steps outlined in this tutorial, you can easily set up this integration and ensure that all payment details are recorded automatically in your Notion database.

With this automation, you can save time and reduce the potential for errors in manual data entry. Start using Pabbly Connect today to enhance your business efficiency and simplify your payment tracking.

Learn how to automate the process of creating or updating Mailercloud subscribers on Tally Forms submission using Pabbly Connect with 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 create or update a Mailercloud subscriber on Tally Forms submission, you first need to access Pabbly Connect. Start by visiting the Pabbly website and either sign in if you’re an existing user or sign up for a free account to explore the features.

After logging in, navigate to your dashboard and click on the Pabbly Connect option. This powerful automation tool allows you to connect various applications seamlessly. Click on the ‘Create Workflow’ button to initiate the process of linking Tally Forms with Mailercloud.

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2. Setting Up the Workflow in Pabbly Connect

In this step, you will set up a new workflow in Pabbly Connect. You will be prompted to name your workflow, such as ‘Create or Update Mailercloud Subscriber on Tally Forms Submission’. Select the folder where you want to save this workflow and click on the ‘Create’ button.

• Name your workflow appropriately for easy identification.
• Choose the correct folder for organization.
• Click on ‘Create’ to proceed to the next step.

Once the workflow window opens, select Tally as your trigger application. Choose the event that will trigger the workflow, which in this case is a ‘New Response’ from Tally Forms. This setup allows your workflow to initiate every time a form submission occurs.

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3. Connecting Tally Forms to Pabbly Connect

To connect Tally Forms with Pabbly Connect, you need to copy the webhook URL provided in the workflow. Log into your Tally account, and navigate to the form you want to use for submissions. Click on the ‘Integrations’ tab, and find the option for webhooks.

• Select the form you want to connect.
• Paste the copied webhook URL into the endpoint field.
• Click on ‘Connect’ to establish the integration.

Once connected, perform a test submission on your Tally form to ensure that Pabbly Connect captures the response. This step is crucial for confirming that your workflow is set up correctly and ready to operate automatically.

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4. Connecting Mailercloud to Pabbly Connect

Now that Tally Forms is linked, the next step is to connect Mailercloud through Pabbly Connect. Select Mailercloud as your action application and choose the action event as ‘Create or Update Subscriber’. If you have not connected Mailercloud yet, you will need to add a new connection.

Click on ‘Add New Connection’ to link your Mailercloud account. Enter your API key from Mailercloud to establish the connection. Select the list in Mailercloud where you want the subscriber to be added.

Once the connection is established, map the fields from the Tally Forms submission to the corresponding fields in Mailercloud. This mapping ensures that the correct data is sent to Mailercloud, allowing for accurate subscriber updates.

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5. Testing and Finalizing the Integration

After mapping the fields, it’s time to test your integration. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will send the data from your Tally Forms submission to Mailercloud. You should receive a confirmation message indicating that the subscriber was created or updated successfully.

Check your Mailercloud account to verify the new subscriber. Ensure that all mapped fields are correctly populated. Once confirmed, your workflow is ready to run automatically.

With everything set up, your Pabbly Connect workflow will now automatically create or update subscribers in Mailercloud whenever a new response is submitted through Tally Forms. This automation streamlines your email marketing efforts, ensuring timely follow-ups with potential clients.

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Conclusion

In this tutorial, we explored how to create and update Mailercloud subscribers using Tally Forms submissions through Pabbly Connect. This integration simplifies the process of managing your email marketing, allowing for seamless automation without manual effort. By following these steps, you can effectively enhance your marketing strategies.

Learn how to automate the process of creating or updating SendGrid contacts using Tally Forms submissions with Pabbly Connect. Follow this detailed guide for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, first, access Pabbly Connect. This platform is essential for automating workflows between Tally Forms and SendGrid. If you are a new user, you can sign up for a free account, which provides 100 free tasks every month.

Once signed in, navigate to the dashboard where you will find various Pabbly applications. Click on the Pabbly Connect button to enter the workflow creation area. Here, you will set up the connection needed for your automation.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the Create Workflow button located at the top right corner. A dialog box will appear, prompting you to enter a workflow name and select a folder for organization.

• Name your workflow: Create or Update SendGrid Contact on Tally Form Submission.
• Select a folder, such as Tally Forms Automation.

After filling in the details, click on the Create button to finalize your workflow. You will now see two sections: Trigger and Action, which are crucial for setting up the automation.

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3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger for your workflow. For this, select Tally as the trigger application. Then, choose New Response as the trigger event. This setup ensures that every time a form submission occurs, it triggers an action in SendGrid.

Pabbly Connect will generate a unique webhook URL that you need to integrate with your Tally form. Copy this URL and proceed to your Tally form settings. Under the Integrations section, click the Connect button next to Webhooks and paste the copied URL in the provided field.

After connecting, return to Pabbly Connect and wait for a response. Perform a test submission on your Tally form to check if the connection is successful. Once the submission is done, you should see the response captured in Pabbly Connect, confirming the integration is set up correctly.

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4. Setting Up the Action in Pabbly Connect

Now that the trigger is set, it’s time to configure the action step. Select SendGrid as the action application and Add or Update a Contact as the action event. This step is crucial for adding the new lead as a contact in your SendGrid account.

Click the Connect button to establish a connection between Pabbly Connect and SendGrid. You will need an API key from your SendGrid account to complete this connection. To obtain the API key, navigate to the settings in your SendGrid account and create a new API key with full access.

• Navigate to Settings in SendGrid.
• Click on API Keys and create a new key.
• Copy the API key and paste it into Pabbly Connect.

Once the connection is established, you will need to select the appropriate list in SendGrid where the new contacts will be added. Map the fields such as email, first name, and last name from the Tally form submission to ensure that the correct data is sent to SendGrid.

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5. Testing and Confirming the Integration

With the action step configured, it’s time to test the integration. Click on the Save and Send Test Request button in Pabbly Connect. If everything is set up correctly, you should receive a positive response confirming that the contact has been added to your SendGrid account.

To verify, go back to your SendGrid account and refresh the contacts list. You should see the newly added contact with the details provided during the Tally form submission. This confirms that the integration between Tally Forms and SendGrid via Pabbly Connect is successful.

In summary, you have successfully automated the process of adding contacts from Tally Forms submissions to SendGrid using Pabbly Connect. This integration not only saves time but also enhances your lead management process.

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Conclusion

In this tutorial, we demonstrated how to create or update SendGrid contacts using Tally Forms submissions through Pabbly Connect. This integration streamlines your lead management, ensuring timely follow-ups and personalized communication.

Learn how to seamlessly integrate IndiaMART leads into Google Sheets using Pabbly Connect for your insurance and investment services. 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 Integration

To start integrating IndiaMART leads into Google Sheets, you need to access Pabbly Connect. First, open your web browser and visit the Pabbly website. If you are a new user, you can sign up for free to get started.

Once on the Pabbly homepage, click on the ‘Sign In’ button if you already have an account. After signing in, navigate to the dashboard where you will find various Pabbly applications. Select Pabbly Connect to begin creating your automation workflow.

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2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, the first step is to create a new workflow. Click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow. For this integration, name it ‘How to Add IndiaMART Leads to Google Sheets for Insurance and Investment Service’ and choose a folder to save it in.

• Click on ‘Create’ to proceed.
• This opens the workflow window where you set up triggers and actions.

In this workflow window, you will define a trigger event. A trigger signifies the event that starts the automation, while actions are the responses to that trigger. For this integration, select IndiaMART as your trigger application.

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3. Setting Up the Trigger with IndiaMART

In the trigger setup, choose the event as ‘New Leads’. This means the workflow will be activated whenever a new lead is captured via IndiaMART. After selecting the trigger event, Pabbly Connect will provide you with a Webhook URL.

Copy this Webhook URL and log into your IndiaMART account. Navigate to the Lead Manager section from the left sidebar. Under ‘Import/Export Leads’, select the three dots and click on ‘I am Lead Push API’. Here, you will need to configure the source and CRM platform name.

• Set the source as ‘Other’.
• Enter ‘Pabbly Connect’ as the CRM platform name.

Paste the copied Webhook URL into the designated field and save the details. This establishes a connection between your IndiaMART account and Pabbly Connect.

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4. Adding Leads to Google Sheets via Pabbly Connect

After setting up the trigger, the next step involves adding the action. Search for Google Sheets in the action application section of Pabbly Connect. Select ‘Add New Row’ as the action event and click to connect.

You will need to authorize Pabbly Connect to access your Google Sheets account. Click on ‘Sign in with Google’ and select your Gmail account. Grant the necessary permissions to allow Pabbly Connect to manage your Google Sheets.

Choose the spreadsheet where you want to add the leads. Select the specific sheet within that spreadsheet.

Next, map the fields from the lead details received from IndiaMART to the corresponding columns in Google Sheets. This mapping ensures that each new lead is accurately reflected in your spreadsheet.

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5. Testing the Integration Workflow

To finalize the integration, you need to test the workflow. After mapping the necessary fields, click on ‘Send Test Request’ in Pabbly Connect. This action will simulate the receipt of a new lead and check if the details are correctly added to Google Sheets.

Upon successful testing, you should see the lead details populated in your Google Sheets. This confirms that the integration works seamlessly, and from now on, every new lead captured in IndiaMART will automatically be added to your Google Sheets without manual effort.

With this setup, Pabbly Connect runs in the background, ensuring that your lead database is always up to date. You no longer need to manually enter lead information, saving you time and effort.

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Conclusion

In this tutorial, we explored how to integrate IndiaMART leads into Google Sheets using Pabbly Connect. This automation streamlines your lead management process, allowing you to focus on growing your insurance and investment services without manual data entry.

By following these steps, you can ensure your leads are organized and accessible in real-time, enhancing your business efficiency and productivity.

Learn how to integrate IndiaMART leads with Salesforce for efficient event planning using Pabbly Connect. Step-by-step guide for seamless automation. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To start integrating IndiaMART leads with Salesforce, you need to access Pabbly Connect. This platform allows you to automate workflows without any coding knowledge. Begin by visiting the Pabbly Connect website and signing in to your account.

If you are a new user, click on ‘Sign up for free’ to create an account and enjoy 100 tasks free every month. For existing users, simply click on ‘Sign in’ to access your dashboard. Once logged in, you will see various applications, but for this tutorial, you will focus on Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. For this integration, name your workflow as ‘How to Add IndiaMART Leads to Salesforce for Event Planning’ and choose an appropriate folder. using Pabbly Connect

Once you click ‘Create’, you will be directed to the workflow window where you can set up triggers and actions. Triggers are events that start the workflow, while actions are the tasks performed in response. In this case, you will set IndiaMART as the trigger application.

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3. Setting Up IndiaMART as the Trigger Application

In this step, you will configure IndiaMART as the trigger for your workflow. Search for IndiaMART in the trigger application section and select it. You will then need to choose the trigger event, which should be set to “New Leads.” This event will initiate the workflow whenever a new lead is captured.

Upon selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect your IndiaMART account with Pabbly Connect. Follow the instructions provided to navigate to your IndiaMART account and set up the webhook.

• Log into your IndiaMART account.
• Navigate to the Lead Manager section.
• Select Import/Export Leads from the menu.
• Choose ‘Other’ in the Select Source option and enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied webhook URL into the Webhook Listener URL field.

After entering these details, click on the ‘Save Details’ button to complete the setup. You will then receive an OTP for verification. Enter the OTP and click ‘Submit’ to finalize the integration between IndiaMART and Pabbly Connect.

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4. Testing the Webhook Connection

Now that you have set up the webhook, it’s essential to test the connection to ensure everything is working correctly. Go back to your IndiaMART account and find the option to test your webhook listener URL. By clicking on the test button, IndiaMART will send a test lead to Pabbly Connect.

Once the test submission is complete, return to Pabbly Connect to see if the response has been captured. You should see all the details of the test lead, including the mobile number, email, and other relevant information. This confirms that your webhook is functioning correctly and that Pabbly Connect is receiving data from IndiaMART.

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5. Adding Leads to Salesforce Using Pabbly Connect

With the webhook successfully tested, the next step is to set up Salesforce as the action application in Pabbly Connect. Search for Salesforce and select it as your action application. You will then need to choose the action event, which should be “Create Lead.” This action will add new leads from IndiaMART directly into your Salesforce account.

Click on ‘Connect’ to establish a connection with Salesforce. If this is your first time connecting, you will need to authorize Pabbly Connect to access your Salesforce account. Once connected, you will need to map the lead details from the previous step to the corresponding fields in Salesforce. This mapping ensures that the information is transferred accurately.

• Map the lead’s first name and last name.
• Enter the company name and phone number.
• Fill in any other required fields.

After mapping the necessary fields, click on ‘Send Test Request’ to create a lead in Salesforce. Upon successful creation, you can verify by checking your Salesforce account for the new lead. This seamless integration allows you to manage your leads efficiently and ensures that your sales team can follow up promptly.

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Conclusion

Integrating IndiaMART leads with Salesforce using Pabbly Connect streamlines your event planning process. By automating lead capture and management, you can enhance your sales efficiency and ensure timely follow-ups. Follow the steps outlined in this tutorial to set up your integration seamlessly.