Author: Nitin Maheshwari

Learn how to automate the creation of a Pipedrive person upon Instamojo payment using Pabbly Connect in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To create a Pipedrive person on Instamojo payment, you first need to access Pabbly Connect. This powerful automation tool allows you to seamlessly connect different applications.

Start by visiting the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free and enjoy 100 free tasks each month. After logging in, navigate to the Pabbly Connect dashboard where you can initiate the integration process.

---

2. Creating a Workflow in Pabbly Connect

Next, you need to create a workflow in Pabbly Connect to automate the process. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow.

• Enter the workflow name: ‘Create Pipedrive Person on Instamojo Payment’.
• Select the folder where you want to save this workflow.

Once you’ve named your workflow and selected a folder, click the ‘Create’ button. This action will set up the workflow framework where you can define triggers and actions.

---

3. Setting Up the Trigger in Pabbly Connect

For this integration, the trigger will be a new payment made through Instamojo. In your workflow, select ‘Instamojo V1’ as the trigger application. This will allow Pabbly Connect to capture payment responses from your Instamojo account.

Next, choose the trigger event as ‘New Sale’. After selecting the trigger application and event, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need it to connect Instamojo to Pabbly Connect.

• Open your Instamojo account and navigate to the smart page you created for payments.
• Edit the page settings and find the webhook section.
• Paste the copied webhook URL and select ‘Successful Payments’ as the information to be sent.

After saving the settings, return to your Pabbly Connect workflow, which should now be waiting for a webhook response.

---

4. Testing the Integration with Pabbly Connect

To ensure that the integration is working, perform a test payment through your Instamojo smart page. Copy the URL of the smart page and open it in a new tab. Fill in the payment details, including customer information such as name, email, and phone number.

Once the payment is completed successfully, return to your Pabbly Connect workflow. You should see that the webhook has captured the payment response, including details like payment status, amount, and customer information. This confirms that Pabbly Connect has successfully received the data from Instamojo.

Check the payment status in Pabbly Connect; it should show as ‘Success’. Review the customer details captured by the webhook.

If everything appears correct, you can proceed to set up the action step to create a person in Pipedrive.

---

5. Creating a Person in Pipedrive Using Pabbly Connect

Now that your trigger is set up, it’s time to configure the action step in Pabbly Connect. Select ‘Pipedrive’ as the action application and choose ‘Create Person’ as the action event. Click on the connect button to establish a connection between Pabbly Connect and Pipedrive.

To connect, you will need your Pipedrive API token. Log into your Pipedrive account, go to your profile settings, and find the API section to copy your API token. Paste this token into Pabbly Connect and save the connection.

Map the customer details from the webhook response to the respective fields in Pipedrive. Ensure to fill in the name, email, and phone number fields using the data captured from the payment.

Once all fields are mapped, click on the ‘Save and Test’ button. If successful, you will see a confirmation that a new person has been created in your Pipedrive account.

---

Conclusion

By following these steps, you have successfully automated the creation of a Pipedrive person upon receiving a payment through Instamojo using Pabbly Connect. This integration streamlines your customer management process, allowing for efficient tracking and follow-ups. Using Pabbly Connect, you can connect various applications to enhance your business workflows.

Learn how to automate TagMango user enrollment through Cashfree payments using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration. 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

---

1. Accessing Pabbly Connect for Automation

To automate the enrollment of TagMango users through Cashfree payments, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by typing the URL Pabbly.com/connect/INR in your browser.

Once there, you can either sign in if you are an existing user or click on ‘Sign Up for Free’ to create a new account. Creating an account allows you to explore Pabbly Connect and utilize 100 free tasks each month, which is perfect for testing your automations.

---

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, you will be directed to the dashboard. Click on the ‘Create Workflow’ button to begin setting up your automation. You will be prompted to name your workflow; for this integration, name it ‘Enroll TagMango User on Cashfree Payment’.

• Choose a relevant folder for your workflow, such as ‘Learning Management System’.
• Click ‘Create’ to proceed to the workflow setup screen.

Now, you will see two windows for setting up the trigger and action. The trigger is the event that starts the workflow, while the action is what happens as a result. For this setup, you will select Cashfree as the trigger application and TagMango as the action application.

---

3. Setting Up the Cashfree Trigger in Pabbly Connect

In the trigger application section, select Cashfree. You need to choose the trigger event, which in this case is ‘Payment Received via Form’. This means your workflow will start every time a payment is made through a Cashfree form.

To establish the connection, Pabbly Connect will provide you with a webhook URL. Copy this URL and navigate to your Cashfree account. Go to the ‘Developers’ section, and under ‘Products’, select ‘Webhook’. Here, add a new webhook endpoint and paste the copied URL. Click ‘Test and Add’ to finalize the connection.

• Make sure to test the webhook to confirm that it captures responses correctly.
• Once the test is successful, return to Pabbly Connect to continue setting up your workflow.

After testing, click on the ‘Recapture Webhook Response’ button in Pabbly Connect to capture a real response from Cashfree. This will ensure that your workflow is set up correctly and ready to process payments.

---

4. Adding Filter Conditions in Pabbly Connect

To ensure that only payments for the specific course trigger user enrollment, you will need to add a filter condition in your workflow. This is done after setting up the trigger.

Select ‘Filter’ as your action application. Here, you will set the filter conditions based on the form ID received from the Cashfree response. Map the form ID from the previous step as your label and set the filter type to ‘Equal’. Enter the specific form ID for the course to ensure only relevant payments continue through the workflow.

Test the filter condition to ensure it works correctly. If the condition is true, proceed to the next step to enroll the user in TagMango.

By applying this filter, Pabbly Connect ensures that only the correct transactions trigger the enrollment process, maintaining the integrity of your course management.

---

5. Enrolling Users in TagMango via Pabbly Connect

Now that the trigger and filter are set, it’s time to enroll the user in TagMango. Select TagMango as your action application and choose ‘Enroll User’ as the action event.

To establish the connection, you will need to provide an API key from your TagMango account. Go to the TagMango dashboard, navigate to ‘Automation’, and copy your API key. Paste this key into Pabbly Connect to create the connection.

Map the user details such as name, email, and phone number from the Cashfree response. Select the course ID for the course the user is enrolling in.

Once you have mapped all the necessary fields, click ‘Save and Send Test Request’. If successful, the user will be added to your TagMango account, confirming that your automation via Pabbly Connect is complete and functioning as intended.

---

Conclusion

In this tutorial, we explored how to automate the enrollment of TagMango users through Cashfree payments using Pabbly Connect. By following these steps, you can streamline your course management and ensure that students are enrolled seamlessly upon payment. This integration not only saves time but also enhances the user experience, allowing you to focus on delivering quality educational content.

Learn how to automate LeadSquared lead creation from Tally Forms submissions using Pabbly Connect. Step-by-step guide to streamline your lead management process. 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 create a LeadSquared lead from Tally Forms submissions, the first step is to access Pabbly Connect. Simply visit the Pabbly website and sign in to your account. If you are a new user, you can sign up for free to get started.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find all your workflows. To set up a new integration, click on the ‘Create Workflow’ button. This will allow you to name your workflow, which in this case can be ‘Create LeadSquared Lead on Tally Forms Submission’.

---

2. Setting Up the Trigger for Tally Forms Submission

In this section, we will set up the trigger for our workflow using Pabbly Connect. A trigger is an event that starts the automation process. Select Tally as the application for the trigger and choose the event as ‘New Response’. This means that whenever a new form submission occurs in Tally, it will trigger the workflow.

• Choose Tally as the trigger application.
• Select ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, you will need to set up this webhook URL in your Tally Forms account. Go to your Tally account, select the form you are using, and navigate to the integrations section. Here, paste the copied webhook URL and save the changes. This connection will allow Tally Forms submissions to communicate with Pabbly Connect.

---

3. Testing the Connection Between Tally Forms and Pabbly Connect

After setting up the webhook, it is essential to test the connection to ensure everything is working correctly. You can do this by submitting a test response through your Tally form. Once submitted, go back to Pabbly Connect and check for a response in the webhook section.

If the test submission is successful, you will see the data captured in Pabbly Connect. This confirms that the integration is correctly set up, and your Tally Forms submissions are now being sent to Pabbly Connect.

---

4. Creating a Lead in LeadSquared from Tally Forms Submission

Now that we have successfully set up the trigger, the next step is to create a lead in LeadSquared. In Pabbly Connect, select LeadSquared as the action application. Choose the action event as ‘Create or Update Lead’. This action will allow you to create a new lead based on the data received from Tally Forms.

• Select LeadSquared as the action application.
• Choose ‘Create or Update Lead’ as the action event.
• Map the fields from the Tally response to the LeadSquared lead fields.

Mapping the fields ensures that the correct information from the Tally Forms submission is sent to LeadSquared. Once mapping is complete, click on the ‘Save and Send Test Request’ button to send a test lead to LeadSquared. If successful, you will receive a confirmation that the lead has been created.

---

5. Finalizing the Integration and Conclusion

After testing and confirming that leads are being created in LeadSquared from Tally Forms submissions, you can finalize your integration. Ensure all settings are saved in Pabbly Connect and that your workflow is active. This integration will now automatically create leads every time a new submission is made on your Tally Forms.

By using Pabbly Connect, you have successfully automated the process of capturing leads from Tally Forms and sending them directly to LeadSquared. This not only saves time but also enhances your lead management process.

Conclusion

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

---

In conclusion, integrating Tally Forms with LeadSquared using Pabbly Connect allows for seamless lead creation and management. This step-by-step guide helps streamline your workflow, ensuring that every potential lead is captured efficiently.

Learn how to automate user creation in Zendesk from FlexiFunnels purchases using Pabbly Connect. Step-by-step guide for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To create a Zendesk user automatically for every new purchase in FlexiFunnels, you will first need to access Pabbly Connect. This powerful automation tool allows seamless integration between FlexiFunnels and Zendesk. Start by navigating to the Pabbly Connect website by typing Pabbly.com/connect in your browser.

Once you are on the Pabbly Connect page, you will need to sign in to your account. Choose the ‘Sign In’ option if you are an existing user, or click on ‘Sign Up for Free’ to create a new account. Signing up provides you with 100 free tasks monthly, allowing you to explore the automation capabilities of Pabbly Connect.

---

2. Creating a New Workflow in Pabbly Connect

After signing into your Pabbly Connect account, you will be directed to the dashboard. Here, you can manage your workflows. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter ‘Create Zendesk User on FlexiFunnels Purchase’ and select the appropriate folder for organization.

• Click on the ‘Create’ button.
• You will see two boxes: Trigger and Action.
• Choose FlexiFunnels as the Trigger application.

In the Trigger event dropdown, select ‘New Purchase’. This setup ensures that every time a purchase is made in FlexiFunnels, it triggers the workflow in Pabbly Connect, setting the stage for user creation in Zendesk.

---

3. Connecting FlexiFunnels to Pabbly Connect

Next, you will need to establish a connection between FlexiFunnels and Pabbly Connect. To do this, a webhook URL will be provided to you. This URL acts as a bridge for data transfer. Copy the webhook URL and navigate to your FlexiFunnels account.

In FlexiFunnels, go to the product settings where you want to set the rules for purchases. Click on ‘Set Rules’, then select ‘Add Set Rules’. Choose the option for all pricing options and paste the copied webhook URL into the designated field. After naming the webhook, save the changes. This action will link FlexiFunnels to Pabbly Connect, allowing it to capture purchase data.

---

4. Creating a Zendesk User as an Action

After setting up the trigger, it’s time to define the action. In your Pabbly Connect workflow, select Zendesk as the Action application. Choose ‘Create User’ as the action event. To establish this connection, you will need to enter your Zendesk username, API token, and subdomain.

• Log into your Zendesk account and navigate to Admin Center.
• Enable the API token and copy it.
• Enter the username and subdomain in the required format.

Once you have entered all the necessary details, click on ‘Save’ to establish the connection. This step ensures that every new purchase in FlexiFunnels will automatically create a user in Zendesk through Pabbly Connect.

---

5. Mapping Data for User Creation

With the connection established, the next step is to map the data from FlexiFunnels to Zendesk user fields. In the user creation form within Pabbly Connect, you will see fields for name, email, and other details. Instead of manually entering these details, use the mapping feature.

Click on the name field and select the corresponding response from FlexiFunnels, such as the first name and last name of the user. Continue mapping other fields like email and phone number from the purchase data received. This dynamic mapping ensures that every new user created in Zendesk reflects the latest purchase details from FlexiFunnels.

---

Conclusion

In this tutorial, we explored how to create a Zendesk user automatically whenever a new purchase is made in FlexiFunnels using Pabbly Connect. By following these steps, you can streamline your customer service process and enhance user management efficiency. Automating this workflow not only saves time but also ensures accuracy in user data.

Learn how to automate the process of giving temporary access to a Google Drive folder after a Razorpay payment using Pabbly Connect. Step-by-step tutorial included.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Integration

To begin automating the process of giving temporary access to a Google Drive folder after a Razorpay payment, you need to set up Pabbly Connect. Start by signing up for a free account on Pabbly Connect, which will allow you to create automation workflows.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Razorpay to Google Drive’, and select a folder for your workflow. This setup is essential as it lays the foundation for the integration between Razorpay and Google Drive through Pabbly Connect.

---

2. Connecting Razorpay to Pabbly Connect

In this step, you will connect your Razorpay account to Pabbly Connect. Select Razorpay as your application in the trigger step. Choose the trigger event as ‘Payment Captured’. This event will initiate the workflow whenever a payment is made.

• Select Razorpay as the application.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Paste the webhook URL in your Razorpay account under Webhooks.

After setting up the webhook, every time a payment is captured in Razorpay, the details will be sent to Pabbly Connect, allowing you to automate further actions seamlessly.

---

3. Filtering Payments for Specific Products

Once Razorpay is connected, the next step in Pabbly Connect is to filter the payments based on specific products. This ensures that only customers who purchased a particular product receive access to the Google Drive folder.

In the action step, select the ‘Filter’ option and set the condition based on the product name. This is crucial as it controls who gets access to the folder. You will need to map the product name from the Razorpay response to the filter condition.

• Select ‘Filter’ from the action options.
• Map the product name from Razorpay to the filter condition.
• Set the filter to only proceed if the product matches.

This filtering process is essential to ensure that only the right customers receive access, maintaining control over your digital products.

---

4. Sharing Google Drive Folder Access

After filtering the payments, the next step in Pabbly Connect is to share access to the Google Drive folder. Select Google Drive as the action application and choose the ‘Share a File or Folder’ action event.

Connect your Google Drive account to Pabbly Connect by signing in and allowing the necessary permissions. Then, specify the folder you want to share and map the email address of the customer from the Razorpay payment details.

Select ‘Share a File or Folder’ as the action event. Map the customer’s email address to share access. Choose the access level (e.g., ‘Can View’).

This step ensures that the customer receives an email notification about their access to the folder, completing the first part of the automation.

---

5. Revoking Access After a Set Duration

The final step in your automation with Pabbly Connect is to revoke access to the Google Drive folder after a specified time. This is crucial for maintaining control over your digital assets.

To do this, add a delay step in your workflow, specifying how long to wait before revoking access. After the delay, select Google Drive again and choose the ‘Remove File or Folder Access’ action event.

Add a delay action to set the duration (e.g., 30 days). Select ‘Remove File or Folder Access’ as the action event. Map the customer’s email and the folder ID to revoke access.

This ensures that after the set duration, the customer’s access to the folder is automatically revoked, securing your content.

---

Conclusion

Using Pabbly Connect, you can seamlessly automate the process of granting and revoking access to a Google Drive folder based on Razorpay payments. This integration not only saves time but also ensures that your digital products are protected and accessible only to paying customers.

Learn how to automate the conversion of Google Docs to PDF and upload them to Google Drive using Pabbly Connect. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Google Docs Automation

In this section, we will explore how to set up Pabbly Connect to automate the process of converting Google Docs to PDF and uploading them to Google Drive. Start by signing up for a free Pabbly Connect account if you haven’t done so already.

Once you have created your account, log in to your Pabbly Connect dashboard and click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Google Sheets to Google Docs to Google Drive’. Select the folder where you want to save this workflow and click on ‘Create’ to proceed.

---

2. Trigger Setup with Google Sheets in Pabbly Connect

To begin the automation, the first step is to set up a trigger in Pabbly Connect that will monitor your Google Sheets for new candidate details. In the trigger app, search for Google Sheets and select it.

• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your Google Sheets, click on Extensions, then Add-ons, and select Get Add-ons.

Install the Pabbly Connect Webhooks add-on and refresh your Google Sheets. Under Extensions, select Pabbly Connect Webhooks and click on Initial Setup. Here, paste the webhook URL and specify the trigger column (the last column where data will be entered).

---

3. Creating Documents in Google Docs Using Pabbly Connect

After setting up the trigger, the next step involves creating the documents in Google Docs using the data collected from Google Sheets through Pabbly Connect. In the action step, search for Google Docs and select it.

Choose the action event ‘Create Document from Template’. Connect your Google Docs account by clicking on the ‘Sign in with Google’ button. Select the template document you have prepared, which contains dynamic fields in double curly braces.

• Map the candidate’s details from the trigger step to the respective fields in the template.
• Specify the new document name, ideally using the candidate’s name followed by ‘Offer Letter’.
• Select the location in Google Drive where the new document will be stored.

After mapping all necessary details, save your settings and send a test request to ensure the document is created successfully.

---

4. Uploading PDF to Google Drive via Pabbly Connect

In this section, we will focus on uploading the generated PDF file to Google Drive using Pabbly Connect. After successfully creating the document, add another action step and search for Google Drive.

Select the action event as ‘Share a File with Anyone’. Connect your Google Drive account and map the document ID received from the previous Google Docs step into the file ID field. This will change the document’s sharing permission to anyone with the link and allow you to retrieve the PDF link.

Click on Save and Send Test Request to verify the document sharing settings. Retrieve the export link for the PDF file from the response. Make sure to store this link for the next step of the upload process.

Once the PDF link is retrieved, proceed to the final action step where you will upload the PDF file to a designated folder in Google Drive.

---

5. Finalizing the Upload Process in Google Drive

For the final step, you will upload the PDF file to Google Drive using Pabbly Connect. Add another action step and select Google Drive again. This time, choose the action event ‘Upload a File’.

In this step, you will map the PDF link you retrieved earlier into the URL field. Specify the folder ID of the destination folder where the PDF will be uploaded. You can find the folder ID in the URL of the folder in Google Drive.

Enter the file name, including the extension (e.g., CandidateName-OfferLetter.pdf). Click on Save and Send Test Request to finalize the upload process. Verify that the PDF file appears in the specified folder in Google Drive.

After successfully completing this step, your automation workflow is now fully functional, allowing you to convert Google Docs to PDF and upload them seamlessly to Google Drive.

---

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the conversion of Google Docs to PDF and upload them to Google Drive. By following the steps outlined, you can streamline your document management process efficiently.

With the power of Pabbly Connect, integrating applications like Google Sheets, Google Docs, and Google Drive becomes a seamless experience. Start automating your workflows today!

Learn how to automate creating BigCommerce customers from Google Ads leads using Pabbly Connect with this step-by-step tutorial. 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 create a BigCommerce customer from Google Ads leads, you first need to access Pabbly Connect. This is the integration platform that allows you to automate the process seamlessly. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free to get started with 100 free tasks each month.

Once logged in, you will be directed to the Pabbly Connect dashboard. From here, you can select the Pabbly Connect application by clicking on the ‘Access Now’ button. This will take you to the workflow creation area where you can set up your automation.

---

2. Creating a Workflow in Pabbly Connect

To automate the process of creating BigCommerce customers from Google Ads leads, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for a workflow name and folder selection.

• Name your workflow: ‘Create BigCommerce Customer for Google Ads Lead’
• Select a folder for organization: Choose ‘Google Ads Automations’

After entering the name and selecting the folder, click on the ‘Create’ button. This will establish a new workflow with two key sections: Trigger and Action. The Trigger section will capture the lead from Google Ads, while the Action section will create a customer in BigCommerce.

---

3. Setting Up the Trigger for Google Ads

The next step in your automation is to set up the Trigger in Pabbly Connect. Click on the Trigger application and select ‘Google Ads’ from the list. For the Trigger Event, choose ‘New Lead Form Entry’. This will allow Pabbly Connect to capture lead details as soon as they are generated.

After selecting the trigger, Pabbly Connect will provide a unique webhook URL. Copy this URL as it will be used to connect Google Ads to Pabbly Connect. Log into your Google Ads account, navigate to the lead form you have created, and paste the webhook URL into the ‘Lead Delivery’ option under the Webhook Integration section.

---

4. Setting Up the Action for BigCommerce

With the Trigger set up, it’s time to configure the Action in Pabbly Connect. For the Action application, select ‘BigCommerce’ and choose ‘Create Customer’ as the Action Event. Click on the ‘Connect’ button, and a window will pop up asking for your BigCommerce connection details.

• Store Hash Key: Found in your BigCommerce account URL
• Client ID and Access Token: Create an API account in BigCommerce and set the necessary permissions for content, customers, and orders.

Once you have entered all required fields, click ‘Save’. This will establish the connection between Pabbly Connect and BigCommerce, allowing you to create customers automatically using lead data from Google Ads.

---

5. Mapping Data and Testing the Integration

The final step is to map the data from the Google Ads lead to the BigCommerce customer fields in Pabbly Connect. You will need to select the relevant fields for first name, last name, email, and phone number from the previous step’s data. This mapping ensures that the correct information is sent to BigCommerce when a new lead is generated.

After mapping all necessary fields, click on the ‘Save and Send Test Request’ button. This will send a test request to BigCommerce to confirm that the integration works correctly. Once the test is successful, you can check your BigCommerce account to see if the new customer has been created with the lead details.

---

Conclusion

In this tutorial, we have demonstrated how to use Pabbly Connect to automate the process of creating BigCommerce customers from Google Ads leads. By following these steps, you can streamline your workflow, improve customer management, and enhance your sales process efficiently.

Learn how to automate creating Flowlu contacts from Webflow form submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. 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 create Flowlu contacts from Webflow form submissions, you’ll first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free and get 100 free tasks every month.

Once logged in, you will see the dashboard. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the Pabbly Connect dashboard where all your automation workflows can be managed.

---

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking for a workflow name and folder selection. Name your workflow as ‘Create Flowlu Contact on Webflow Form Submission’ and choose a folder to save it in. using Pabbly Connect

• Enter the workflow name.
• Select the appropriate folder for organization.
• Click on the ‘Create’ button to finalize.

After creating the workflow, you will see two windows: one for the trigger and one for the action. The trigger is what starts the automation, while the action is what happens as a result.

---

3. Setting Up the Trigger with Webflow

For the trigger application, select ‘Webflow V2’. This is crucial as it will capture form submissions from your Webflow site. Choose the trigger event as ‘Form Submitted’. After this, click on the ‘Connect’ button. using Pabbly Connect

A new window will prompt you to create a connection. You will need an API token from your Webflow account. To get the token, log into Webflow, navigate to your site settings, and generate an API token by granting necessary permissions.

• Log into your Webflow account.
• Go to settings and select ‘API Access’.
• Generate a new API token with necessary permissions.

Copy the generated token and paste it into Pabbly Connect to establish the connection. After connecting, select the site ID from which you want to receive form submissions.

---

4. Setting Up the Action to Create Flowlu Contact

After setting up the trigger, it’s time to configure the action. For the action application, select ‘Flowlu’ and choose the action event as ‘Create CRM Account Contact’. Click on the ‘Connect’ button to establish a connection. using Pabbly Connect

You will need to provide the Account URL and API key from your Flowlu account. Log into Flowlu, navigate to the profile settings, and create a new API key. Make sure to copy the API key and URL into Pabbly Connect.

Log into your Flowlu account. Go to API settings and create a new API key. Paste the API key and account URL into Pabbly Connect.

Once the connection is established, map the fields from the Webflow form submission to the Flowlu contact fields. This ensures that the data is dynamically populated for each new submission.

---

5. Testing the Integration

To verify that everything is working correctly, perform a test submission using the Webflow form you created. Fill in the required fields and submit the form. After submission, check Pabbly Connect to see if the response has been captured.

If successful, you should see the details of the form submission, such as first name, last name, and email. This confirms that your Webflow form is successfully connected to Pabbly Connect and that the trigger is functioning properly.

Finally, log into your Flowlu account to ensure that the new contact has been created with the submitted details. This completes the integration process, allowing you to automate contact creation seamlessly.

---

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Flowlu contacts from Webflow form submissions. This integration streamlines the process of managing leads, making it easier to track and follow up with potential clients. By following these steps, you can enhance your workflow efficiency and ensure that no lead is left untracked.

Learn how to automate the process of adding GoToWebinar registrants from Tally Forms submissions using Pabbly Connect. Follow this detailed guide for seamless integration. 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 the integration process, you must first access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly.

Start by visiting the Pabbly Connect homepage. You can do this by entering the URL Pabbly.com/connect/ in your browser. Once on the page, you will find options to sign in or sign up for a free account. If you are a new user, click on the ‘Sign up for free’ button, which will allow you to create an account in just a couple of minutes. After signing up, you will receive 100 free tasks every month to explore the platform.

---

2. Creating a New Workflow in Pabbly Connect

Once you have logged into your Pabbly Connect account, the next step is to create a new workflow. This workflow will automate the process of adding registrants to GoToWebinar whenever a Tally form is submitted. using Pabbly Connect

Click on the blue ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. Enter a descriptive name, such as ‘Add GoToWebinar Meeting Registrant on Tally Forms Submission’. After naming your workflow, select a suitable folder for better organization. In this case, you can create a folder named ‘Webinars and Meetings’.

• Click on the blue ‘Create Workflow’ button.
• Enter the workflow name.
• Select a folder for organization.

After setting up your workflow, you will see two main sections: Trigger and Action. The Trigger is what starts the workflow, while the Action is the task that follows. For this integration, Tally will be your Trigger application, and GoToWebinar will be the Action application.

---

3. Setting Up the Trigger with Tally

The next step involves setting up the Trigger application, which is Tally in this case. Select Tally as your Trigger application, and then choose the trigger event, which is ‘New Response’. This event captures new form submissions. using Pabbly Connect

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge between Tally and Pabbly Connect. You will need to copy this URL and integrate it into your Tally form. To do this, go to your Tally account, select the registration form, and navigate to the integration section.

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

In the integration section of Tally, paste the webhook URL into the designated field and click on connect. This action builds the connection between Tally and Pabbly Connect, allowing it to capture responses from form submissions.

---

4. Testing the Integration Between Tally and Pabbly Connect

After setting up the webhook in Tally, it’s essential to test the integration to ensure everything is functioning correctly. To do this, go back to the Tally registration form and submit a test entry with dummy data. using Pabbly Connect

As soon as the form is submitted, Pabbly Connect will capture the response. You can check the response data in Pabbly Connect to ensure it includes the correct information, such as the first name, last name, email, and any other relevant details. This confirms that the connection between Tally and Pabbly Connect has been successfully established.

Go to the Tally form and submit a test entry. Check the captured response in Pabbly Connect. Verify that the response data is accurate.

Once you have confirmed that the responses are being captured correctly, you can proceed to set up the Action application, which is GoToWebinar.

---

5. Setting Up the Action with GoToWebinar

The final step is to set up the Action application, which is GoToWebinar. In Pabbly Connect, select GoToWebinar as your Action application and choose the action event, which is ‘Create Registrant’. This action will add the registrant to your webinar based on the information captured from the Tally form. using Pabbly Connect

To establish the connection, you will need to authorize Pabbly Connect to access your GoToWebinar account. After successful authorization, you will need to fill in the required fields, such as the webinar ID, first name, last name, email, and any other relevant details captured from the Tally form. Map these fields dynamically to ensure that every new submission is accurately reflected in GoToWebinar.

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

After filling in all the necessary details, click on the ‘Save and Send Test Request’ button. If everything is set up correctly, you will see a confirmation that the registrant has been added to your GoToWebinar account. This means your integration is now complete, and every time a new form is submitted in Tally, the details will automatically be added to GoToWebinar.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding GoToWebinar registrants from Tally Forms submissions. By following the steps outlined, you can efficiently manage your webinar registrations without manual intervention. This integration not only saves time but also ensures accuracy in capturing participant information.

Learn how to integrate FlexiFunnels with Pabbly Connect to automatically create a Pipedrive person upon purchase. Step-by-step tutorial included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To create a Pipedrive person on a FlexiFunnels purchase, you first need to access Pabbly Connect. Start by visiting Pabbly’s website and signing in to your account. If you’re a new user, you can sign up for free and explore the features with 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find various tools, but for this integration, click on the ‘Access Now’ button for Pabbly Connect. This will allow you to create workflows that automate the process of adding new contacts to Pipedrive whenever a purchase is made on FlexiFunnels.

---

2. Creating Your Workflow in Pabbly Connect

Now that you are in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. Name it something relevant, like ‘Create Pipedrive Person on FlexiFunnels Purchase’ and select the folder where you want to save it.

• Click on ‘Create’ to open the workflow window.
• In the workflow window, set up your trigger and action.
• Select ‘FlexiFunnels’ as your trigger application.

After creating the workflow, you will need to select the trigger event, which in this case is a new purchase. This will allow Pabbly Connect to start the workflow whenever a purchase is made on FlexiFunnels. Once you select the trigger event, a webhook URL will be generated. Copy this URL as it will be used to connect FlexiFunnels with Pabbly Connect.

---

3. Connecting FlexiFunnels to Pabbly Connect

With the webhook URL copied, log into your FlexiFunnels account. Navigate to the product you want to connect, or create a new one. Click on the product settings and find the ‘Set Rules’ option. Here, you will set the rules for when a purchase is made. using Pabbly Connect

• Select ‘Product is Purchased’ for the trigger.
• Choose ‘Webhook’ as the action.
• Paste the webhook URL you copied from Pabbly Connect.

After saving the settings in FlexiFunnels, you will return to Pabbly Connect, which will now show that it is waiting for a webhook response. To test this, make a test purchase in FlexiFunnels to send data to Pabbly Connect. This step is crucial as it allows Pabbly Connect to capture the data from the purchase.

---

4. Creating a Pipedrive Person from the Purchase Data

After successfully capturing the webhook response in Pabbly Connect, it’s time to create a Pipedrive person. In your workflow, select Pipedrive as the action application. Choose the action event as ‘Create Person’. This will allow you to add a new contact to your Pipedrive account based on the purchase data.

Next, you will need to connect your Pipedrive account to Pabbly Connect. Click on ‘Add New Connection’ and enter your Pipedrive API token. To find your API token, log into Pipedrive, click on your profile icon, go to ‘Personal Preferences’, and then to ‘API’. Copy the token and paste it into Pabbly Connect.

---

5. Mapping Data and Finalizing the Integration

With your Pipedrive account connected, you can now map the data from the FlexiFunnels purchase to the Pipedrive person fields. This mapping process ensures that the correct customer details are transferred into Pipedrive. For example, map the first name, last name, email, and phone number from the webhook response to the corresponding fields in Pipedrive.

Once you have completed the mapping, click on ‘Save and Send Test Request’. If everything is set up correctly, you should see a confirmation that a new person has been created in your Pipedrive account with the details from the purchase. This confirms that your workflow is functioning correctly and automating the process as intended.

Now, every time a purchase is made on FlexiFunnels, Pabbly Connect will automatically create a new person in Pipedrive, ensuring seamless integration and efficient customer management.

---

Conclusion

This tutorial has guided you through the process of integrating FlexiFunnels with Pabbly Connect to create a Pipedrive person upon purchase. By following these steps, you can automate your customer management process effectively and efficiently.