Author: Nitin Maheshwari

Learn how to integrate Shopify and Flodesk using Pabbly Connect to automate subscriber segmentation based on orders. Follow this detailed tutorial! Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Shopify and Flodesk Integration

To integrate Shopify and Flodesk using Pabbly Connect, start by signing up for a free account. This platform allows you to automate workflows seamlessly. Once you have logged in, navigate to the dashboard and click on the ‘Create Workflow’ button.

Give your workflow a name, such as ‘Shopify to Flodesk’, and select a folder to save it. After clicking on ‘Create’, you will see two windows: the trigger window and the action window. The trigger window initiates the workflow when a new order is placed on Shopify.

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2. Connecting Shopify to Pabbly Connect

In the trigger window, search for Shopify and select ‘Shopify V2’ as your app. Choose the trigger event as ‘New Order’. Once selected, Pabbly Connect will provide you with a webhook URL that you need to copy.

• Go to your Shopify account, then Settings > Notifications.
• Click on Webhooks and then Create Webhook.
• Select ‘Order Creation’ as the event and paste the webhook URL.
• Choose JSON as the format and save the webhook.

Once the webhook is added, Pabbly Connect will wait for a response from Shopify. This setup allows you to capture new order details automatically.

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3. Capturing Order Details from Shopify

After placing a test order on Shopify, return to Pabbly Connect. You should see the response from the new order in the trigger step. This response includes all order details, such as customer information and the products ordered.

Scroll through the response to find the line items where you can see the details of the products purchased. This data is crucial for segmenting subscribers in Flodesk based on their purchases.

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4. Adding Subscribers to Flodesk from Shopify

Next, in the action window, search for Flodesk and select it as your app. Choose the action event ‘Create or Update Subscriber’. Connect your Flodesk account by clicking on ‘Connect with Flodesk’ and logging in. using Pabbly Connect

• Map the customer’s email address from the Shopify trigger response.
• Enter the first and last names as well as the mobile number.
• Select ‘No’ for sending a confirmation email.

After mapping the fields, click on ‘Save and Send Test Request’. If successful, the subscriber will be added to your Flodesk account.

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5. Segmenting Subscribers Based on Orders in Flodesk

To segment subscribers based on the purchased products, you will create routes in your Pabbly Connect workflow. Click on ‘Add Action Step’ and select ‘Router’. This allows you to create different branches based on the products purchased.

For each product, set a filter condition that checks if the product name is included in the order details. If the condition is true, you can add the subscriber to the corresponding product segment in Flodesk.

Repeat this process for each product you sell. After testing each route, ensure that subscribers are added to the correct segments based on their purchases.

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Conclusion

By using Pabbly Connect, you can effectively automate the process of adding Shopify subscribers to Flodesk and segmenting them based on their orders. This integration saves time and enhances your email marketing efforts.

Learn how to seamlessly integrate IndiaMART leads into Salesforce for your dog training service using Pabbly Connect. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

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1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads into Salesforce, you first need to access Pabbly Connect. Visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and get 100 tasks per month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find options to create new workflows. Click on the ‘Create Workflow’ button to begin setting up your automation.

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2. Creating a Workflow in Pabbly Connect

In your new workflow, you will configure a trigger and an action. The trigger will be set to capture new leads from IndiaMART, while the action will add these leads to Salesforce. Start by naming your workflow something like ‘Add IndiaMART Leads to Salesforce’.

• Select ‘IndiaMART’ as your trigger application.
• Choose ‘New Lead’ as the trigger event.
• A webhook URL will be generated; copy this URL for the next steps.

By setting up this trigger, Pabbly Connect will listen for new leads from IndiaMART, initiating the workflow whenever a new lead is captured.

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3. Configuring IndiaMART for Webhook Integration

Next, you need to configure your IndiaMART account to send data to the webhook URL provided by Pabbly Connect. Log in to your IndiaMART seller dashboard and navigate to the ‘Lead Manager’ section.

• Click on the three dots and select ‘Import/Export Leads’.
• Choose ‘Push API’ and set the source to ‘Other’.
• Enter ‘Pabbly Connect’ as the CRM platform name and paste the webhook URL.

After saving the details, Pabbly Connect will be ready to receive lead data from IndiaMART. Make sure to generate and enter the OTP to complete the integration setup.

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4. Testing the Integration with Pabbly Connect

Once the webhook is set up, it’s crucial to test the integration. You can do this by submitting a test query through your IndiaMART profile. This will trigger the webhook and send the lead data to Pabbly Connect.

Check the Pabbly Connect dashboard to see if the webhook response is received. If successful, you will see the lead data captured in your workflow. This confirms that your integration is functioning properly.

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5. Adding Leads to Salesforce via Pabbly Connect

Now that you have successfully set up the webhook, the next step is to configure the action in your workflow. Select Salesforce as the action application and choose ‘Create Lead’ as the action event.

Connect your Salesforce account by allowing permissions. Once connected, map the fields from the IndiaMART lead data to the corresponding Salesforce fields. Use the data captured from the webhook for first name, last name, email, and other relevant details.

Finally, click on ‘Save and Send Test Request’ to send the lead data to Salesforce. Check your Salesforce account to ensure the lead has been created successfully. This step completes the integration process using Pabbly Connect.

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Conclusion

Integrating IndiaMART leads into Salesforce using Pabbly Connect automates your lead management process. This step-by-step guide shows how to set up triggers and actions effectively, ensuring seamless data transfer between platforms.

Learn how to automate adding IndiaMART leads to Google Sheets for mutual fund services using Pabbly Connect. Step-by-step guide included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

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1. Accessing Pabbly Connect for Integration

To start the process of adding IndiaMART leads to Google Sheets, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly website and signing in to your account. If you’re a new user, you can sign up for free and get 100 tasks monthly, which is perfect for testing out the platform.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow specifically designed for integrating IndiaMART with Google Sheets. Click on the ‘Create Workflow’ button, name your workflow, and select the appropriate folder for organization.

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2. Setting Up Trigger with IndiaMART

In this section, you will set up the trigger for your workflow using Pabbly Connect. The trigger will be set to activate whenever a new lead is generated in IndiaMART. Select IndiaMART as your trigger application and choose the ‘New Lead’ event to proceed.

• Select ‘New Lead’ as the trigger event.
• Copy the provided webhook URL from Pabbly Connect.
• Log into your IndiaMART account and navigate to the lead manager.

After copying the webhook URL, you need to set it in your IndiaMART account under the push API settings. This URL will act as a bridge between IndiaMART and Pabbly Connect. Once you’ve configured this, test the connection by sending a sample lead from IndiaMART to ensure everything is working correctly.

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3. Testing the Webhook Response

After setting up the trigger, the next step is to test the webhook response using Pabbly Connect. This is crucial to confirm that the integration is functioning as expected. You will need to send a test inquiry from your IndiaMART profile to see if it gets captured in Pabbly Connect.

To do this, open your IndiaMART profile in an incognito window, submit a lead inquiry, and wait for the response in Pabbly Connect. If successful, you will see all the details of the inquiry captured, including the name, phone number, email, and the query itself.

This test confirms that the webhook setup is complete and that Pabbly Connect is receiving data from IndiaMART correctly. Once you see a successful response, you can proceed to the next step of the integration.

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4. Adding Leads to Google Sheets

The final step is to add the captured leads to Google Sheets using Pabbly Connect. For this, select Google Sheets as your action application and choose the ‘Add New Row’ event. This action will enable you to automatically add each new lead to your specified Google Sheet.

• Connect your Google Sheets account to Pabbly Connect.
• Select the spreadsheet where you want to store the leads.
• Map the fields from the IndiaMART inquiry to the corresponding columns in Google Sheets.

After mapping the fields, click on the ‘Save and Send Test Request’ button to ensure that the data flows correctly into your Google Sheet. If successful, you will see the new lead details appear in your selected Google Sheet, confirming that the automation works seamlessly.

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5. Conclusion

In this tutorial, we have successfully demonstrated how to use Pabbly Connect to automate the process of adding IndiaMART leads to Google Sheets for mutual fund services. By setting up a trigger with IndiaMART and an action with Google Sheets, you can save time and streamline your lead management process.

This integration not only enhances efficiency but also ensures that you never miss a lead. Utilizing Pabbly Connect for such automations can transform how you handle inquiries and improve your business operations significantly.

Learn how to automate the enrollment of Thinkific users from Typeform submissions using Pabbly Connect in this detailed step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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1. Accessing Pabbly Connect for Integration

To integrate Typeform with Thinkific, you first need to access Pabbly Connect. This powerful automation tool allows you to create workflows that connect different applications seamlessly.

Begin 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 tasks every month. Once logged in, navigate to the ‘Pabbly Connect’ section by clicking the ‘Access Now’ button.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the dashboard will appear. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to enter a name for your workflow, such as ‘Enroll Thinkific User on Typeform Submission’.

• Enter the workflow name.
• Select a folder to save the workflow, like ‘Typeform Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens as a result.

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3. Setting Up the Trigger with Typeform

In the Trigger section, select ‘Typeform’ as the application. For the Trigger Event, choose ‘New Entry’ to capture new submissions from your Typeform. using Pabbly Connect

Click on the ‘Connect’ button to establish a connection with Typeform. If you have an existing connection, you can select it; otherwise, click on ‘Add New Connection’. You will need to authorize Pabbly Connect to access your Typeform account by clicking the ‘Accept’ button.

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4. Mapping Fields from Typeform to Thinkific

Once the connection is established, select the specific form you want to use from Typeform. After selecting the form, click on the ‘Save and Send Test Request’ button. This will check if the integration is working correctly by capturing a test submission. using Pabbly Connect

To ensure that data is passed correctly to Thinkific, you will need to map the fields from the Typeform submission to the fields in Thinkific. For example, map the first name, last name, email, and set a default password for the user.

• Map the first name from the Typeform response.
• Map the last name from the Typeform response.
• Set a default password for the new user.

After mapping the fields, click on the ‘Save and Send Test Request’ button again to create the user in Thinkific.

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5. Enrolling User in Thinkific Course

After successfully creating the user in Thinkific, you will need to enroll the user in the course. To do this, add another Action step in your workflow. Select ‘Thinkific’ as the application again and choose the action event as ‘Enroll User’. using Pabbly Connect

Click on the ‘Connect’ button to establish the connection with Thinkific. Select the course you want to enroll the user in from the dropdown list. You will also need to map the User ID received from the previous step to enroll the user in the selected course.

Finally, click on the ‘Save and Send Test Request’ button to complete the enrollment process. If everything is set up correctly, you will receive a positive response indicating that the user has been successfully enrolled in the course.

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Conclusion

In this tutorial, we learned how to automate the enrollment of Thinkific users based on Typeform submissions using Pabbly Connect. By setting up a workflow, we eliminated the need for manual data entry, ensuring a seamless onboarding experience for students. With Pabbly Connect, you can easily integrate multiple applications to streamline your processes.

Learn how to automate the creation of Flowlu contacts from FlexiFunnels purchases using Pabbly Connect. Step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

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1. Introduction to Pabbly Connect for FlexiFunnels and Flowlu Integration

In this tutorial, we will learn how to use Pabbly Connect to create Flowlu contacts automatically when a purchase is made on FlexiFunnels. This automation will help streamline the process of managing customer data without any coding skills.

By leveraging Pabbly Connect, you can effortlessly connect FlexiFunnels with Flowlu. This integration allows you to capture purchase details and create contacts in your CRM, ensuring a smooth workflow for managing your customers.

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2. Accessing Pabbly Connect and Setting Up Your Workflow

To get started, navigate to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. Here, you can either sign in if you’re an existing user or click on ‘Sign Up for Free’ to create a new account. New users receive 100 free tasks each month to explore the platform.

• Sign in or sign up on Pabbly Connect.
• Click on ‘Create Workflow’ to start a new automation.
• Name your workflow, for example, ‘Create Flowlu Contact on FlexiFunnels Purchase.’

Once you have named your workflow, select the appropriate folder for organization. This will help you keep track of your various automations. After that, you will see the workflow setup screen where you can define your trigger and action.

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3. Setting Up the Trigger with FlexiFunnels

In this step, we will set up the trigger in Pabbly Connect to respond to new purchases in FlexiFunnels. Select FlexiFunnels as your trigger application and choose the trigger event as ‘New Purchase’. This event will initiate the workflow whenever a new purchase is made.

Next, you will receive a webhook URL from Pabbly Connect. This URL acts as a bridge to transfer data from FlexiFunnels to Pabbly Connect. Copy the webhook URL and navigate to your FlexiFunnels account.

• Open the specific product in FlexiFunnels.
• Select ‘Set Rules’ and then ‘Set Product Rules’.
• Paste the webhook URL in the designated field and save the rule.

After saving, your connection between FlexiFunnels and Pabbly Connect will be established, allowing for the capture of purchase data.

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4. Creating Flowlu Contacts Using Pabbly Connect

Now, we will set up the action step in Pabbly Connect to create a contact in Flowlu. Select Flowlu as your action application and choose ‘Create CRM Account Contact’ as the action event. This will allow you to add new contacts to your CRM based on the purchase data captured from FlexiFunnels.

To establish this connection, ensure you are logged into your Flowlu account. You can either use an existing connection or create a new one by providing your Flowlu account URL and API key. This information can be found in your Flowlu account settings.

Enter your Flowlu account URL. Input the API key generated from Flowlu settings. Click ‘Save’ to establish the connection.

After successfully connecting, map the fields from the purchase data to the corresponding fields in Flowlu, ensuring that all necessary customer information is captured accurately.

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5. Testing the Integration and Final Steps

With the connections established, it’s time to test the integration. Make a test purchase in FlexiFunnels to trigger the webhook and verify that the contact is created in Flowlu. After completing the purchase, check your Flowlu CRM to see if the new contact appears with the correct details.

If the contact is successfully added, your automation is working perfectly! You can now manage your customer data efficiently without manual entry every time a purchase is made.

By using Pabbly Connect, you have automated the process of creating Flowlu contacts from FlexiFunnels purchases, saving you time and effort in managing your customer relationships.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of Flowlu contacts from FlexiFunnels purchases using Pabbly Connect. This integration streamlines your workflow, ensuring that every new purchase is captured and managed effectively within your CRM.

Learn how to automate GoHighLevel contact creation on FlexiFunnels purchases using Pabbly Connect. Step-by-step guide for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

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1. Accessing Pabbly Connect for Integration

To start automating the contact creation process in GoHighLevel, first, access Pabbly Connect by typing the URL Pabbly.com/connect in your browser. This platform enables seamless integration between FlexiFunnels and GoHighLevel.

If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply log in. Upon signing up, you will receive 100 free tasks each month to explore the features of Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking the blue ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create or Update GoHighLevel Contact on FlexiFunnels Purchase’.

After naming your workflow, select the appropriate folder for organization. For this automation, choose the folder related to lead management. This helps keep your workflows organized in Pabbly Connect.

• Click on ‘Create’ to proceed.
• You will see two windows: Trigger and Action.
• Understand that the Trigger initiates the workflow based on an event, while the Action executes a command in response.

After setting up the initial details, you are ready to configure the trigger and action steps for your workflow in Pabbly Connect.

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3. Setting Up Trigger with FlexiFunnels

For this automation, select FlexiFunnels as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Purchase’. This means that every time a new purchase is made in FlexiFunnels, the workflow will start.

Upon selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect FlexiFunnels with Pabbly Connect. You will need to paste this URL into your FlexiFunnels account to capture purchase events.

• Log into your FlexiFunnels account.
• Select the specific product you want to connect.
• Set rules for the product to trigger the webhook on purchase.

After setting the webhook in FlexiFunnels, return to Pabbly Connect to test the connection and ensure it captures the purchase details correctly.

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4. Setting Up Action to Create or Update Contacts in GoHighLevel

Next, you will configure the action step in Pabbly Connect. Select GoHighLevel as your action application and choose ‘Create or Update Contact’ as the action event. This allows you to manage your contacts effectively by updating existing ones or creating new entries based on purchases.

Before mapping the data, ensure you have logged into your GoHighLevel account. You will then connect Pabbly Connect to GoHighLevel by selecting ‘Add New Connection’. Provide the necessary permissions for Pabbly Connect to access your GoHighLevel account.

Map the fields from the purchase data to the contact fields in GoHighLevel. Ensure that the first name, last name, email, and phone number are mapped correctly. Click ‘Save and Send Test Request’ to verify that the contact is created or updated successfully.

Once the mapping is complete and the test is successful, your integration will be ready to automatically manage contacts in GoHighLevel whenever a purchase is made in FlexiFunnels.

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5. Testing the Integration

After setting up the workflow, it’s crucial to test the integration between FlexiFunnels and GoHighLevel using Pabbly Connect. Perform a test purchase in FlexiFunnels to ensure that the details are captured correctly and the contact is added or updated in GoHighLevel.

Make a dummy purchase using the checkout page of your selected product. Fill in the required details, such as name, email, and payment information. Once the purchase is completed, check your GoHighLevel account to see if the new contact appears.

Refresh the contact section in GoHighLevel. Verify that the new contact details match the purchase information. Repeat the process to ensure consistency and reliability of the integration.

This testing phase confirms that your automation is functioning correctly, allowing you to efficiently manage new contacts from FlexiFunnels purchases in GoHighLevel via Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate the creation and updating of GoHighLevel contacts based on purchases made in FlexiFunnels using Pabbly Connect. This integration streamlines your workflow, ensuring that every new student is automatically managed in your CRM without manual input. By following these steps, you can enhance your business operations efficiently.

Learn how to seamlessly integrate Cashfree Payments with SendGrid using Pabbly Connect. Follow this step-by-step tutorial for automating contact updates. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration between Cashfree Payments and SendGrid, first access Pabbly Connect. This platform simplifies the process of automating workflows without any coding knowledge.

Start by navigating to the Pabbly Connect website. If you’re a new user, sign up for a free account to enjoy 100 tasks per month. Existing users can simply log in to access their dashboards.

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2. Creating a New Workflow in Pabbly Connect

Once logged in, click on the ‘Create Workflow’ button. Here, you will need to name your workflow. For this integration, name it ‘How to Add or Update SendGrid Contact on Cashfree Payment’. Select the folder where you want to save this workflow. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• You will be directed to the workflow window where you can set up triggers and actions.

In this window, you will first set a trigger application. For this integration, select Cashfree as your trigger application and choose the trigger event as ‘Payment via Form’. This event will initiate the workflow whenever a new payment is made.

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3. Setting Up the Cashfree Trigger

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be needed to link your Cashfree account with Pabbly Connect. using Pabbly Connect

Log into your Cashfree account and navigate to the ‘Developers’ section. From there, go to ‘Payment Gateways’ and then ‘Webhooks’. Here, you will add a new webhook by pasting the URL you copied earlier.

• Click on ‘Add Webhook’ and paste the copied URL.
• Test the webhook to confirm the connection is successful.

Once the webhook is successfully added, you can proceed to capture the response from Cashfree, which will include customer details necessary for creating or updating the SendGrid contact.

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4. Connecting SendGrid with Pabbly Connect

Now that the Cashfree trigger is set up, the next step is to connect SendGrid as the action application. Search for SendGrid in Pabbly Connect and select it. using Pabbly Connect

Choose the action event as ‘Add or Update Contact’. If you haven’t connected SendGrid before, you will need to create a new connection by entering your SendGrid API key.

To obtain the API key, log into your SendGrid account and navigate to ‘Settings’ > ‘API Keys’. Create a new API key with full access permissions.

After generating the API key, paste it into the Pabbly Connect workflow and save the connection. This will allow Pabbly Connect to securely communicate with your SendGrid account.

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5. Mapping Customer Data to SendGrid

With the connection established, it’s time to map the customer data received from Cashfree to SendGrid. Start by selecting the list in SendGrid where you want to add or update contacts. using Pabbly Connect

Next, map the email and other required fields from the Cashfree response to the corresponding fields in SendGrid. This dynamic mapping ensures that each new customer detail is accurately reflected in your SendGrid account.

Use the mapping feature in Pabbly Connect to insert customer email, first name, and last name into the SendGrid fields. Ensure all required fields are filled correctly for successful contact creation.

Once you’ve mapped all necessary fields, send a test request to verify that the contact is created or updated in SendGrid. If successful, you will see the new contact reflected in your SendGrid account.

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Conclusion

This tutorial demonstrated how to effectively integrate Cashfree Payments with SendGrid using Pabbly Connect. By following the steps outlined, you can automate your contact updates seamlessly, improving your email marketing efforts.

Utilizing Pabbly Connect for this integration ensures that you can manage customer interactions efficiently without manual input. Start automating today!

Learn how to automate user enrollment in Thinkific through Tally Forms submissions using Pabbly Connect. Step-by-step guide with detailed instructions. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin with, the first step is to access Pabbly Connect. This platform allows you to automate various tasks by connecting different applications seamlessly. Start by visiting the Pabbly Connect website and either sign in or create a new account.

Once logged in, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow something descriptive, such as ‘Enroll Thinkific User on Tally Forms Submission’. This sets the stage for automating user enrollment in Thinkific.

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2. Setting Up the Trigger with Tally Forms

In this step, you will set up the trigger using Tally Forms. This is essential as it initiates the workflow whenever a new form submission occurs. Search for Tally Forms in the trigger application section and select it. using Pabbly Connect

• Choose the trigger event as ‘New Response’.
• Copy the webhook URL provided by Pabbly Connect.
• Paste this URL into your Tally Forms integration settings under the webhook section.

After pasting the webhook URL, save the settings in Tally Forms. This connection allows Pabbly Connect to receive data whenever a user submits a form, enabling seamless enrollment in Thinkific.

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3. Performing a Test Submission to Capture Data

Next, you will perform a test submission on your Tally form to ensure that the integration is working correctly. Open the form using the shareable link and fill in the required details. using Pabbly Connect

• Enter the first name, last name, email, and other necessary fields.
• Click on the ‘Submit’ button to send the data.

Once submitted, Pabbly Connect will capture this response, which can be viewed in the workflow. This confirms that the connection between Tally Forms and Pabbly Connect is successfully established, ready for the next steps of user enrollment.

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4. Enrolling Users in Thinkific via Pabbly Connect

Now that the trigger is set, it’s time to enroll users in Thinkific. In the action application section, select Thinkific and choose the action event as ‘Create User’. This step is crucial as it allows you to register the user based on the information captured from the Tally form. using Pabbly Connect

During this process, you will need to connect your Thinkific account to Pabbly Connect. Provide the subdomain from your Thinkific account URL to establish this connection. Once connected, you will map the fields from the Tally form response to the corresponding fields in Thinkific, such as first name, last name, and email.

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5. Finalizing the Integration and Testing

After successfully creating the user in Thinkific, the next step is to enroll them in a specific course. Add another action step in Pabbly Connect and select Thinkific again, this time choosing the action event as ‘Enroll User’. using Pabbly Connect

Map the user ID from the previous step to ensure that the correct user is enrolled in the desired course. After completing these mappings, save the settings and send a test request. This finalizes the integration, allowing new users to be automatically enrolled in your Thinkific course whenever they submit a Tally form.

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Conclusion

In conclusion, using Pabbly Connect to integrate Tally Forms and Thinkific automates the user enrollment process effectively. This tutorial demonstrated how to set up the workflow step-by-step, ensuring a seamless experience for both you and your users. By automating these tasks, you save time and enhance your onboarding process.

Learn how to automate user enrollment in Zenler through Typeform submissions using Pabbly Connect. Step-by-step guide for seamless integration. 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 enroll a Zenler user on Typeform submission, you need to start by accessing Pabbly Connect. This platform allows you to automate the integration between Typeform and Zenler seamlessly.

Visit the Pabbly Connect website by typing the URL Pabbly.com/connect in your browser. Once there, you can either sign in if you are an existing user or click on the ‘Sign Up for Free’ button to create a new account. New users receive 100 free tasks every month to explore the software.

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2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the dashboard. Here, you can manage all your workflows. To create a new workflow, click on the ‘Create Workflow’ option.

• Name your workflow (e.g., Enroll Zenler User on Typeform Submission).
• Select a folder for organization (e.g., Automations for Learning Management).
• Click on Create to save your new workflow.

Once the workflow is created, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens in response to that Trigger.

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3. Setting Up the Trigger with Typeform

In this step, you will set up the Trigger in Pabbly Connect using Typeform. Click on the Trigger application and select Typeform as the application.

Next, choose the Trigger event. You want to select ‘New Entry’ to ensure that every time a registration form is submitted, your workflow starts. Connect your Typeform account by clicking on ‘Connect’ and choosing to add a new connection. Follow the prompts to authorize Pabbly Connect to access your Typeform account.

• Make sure you are logged into your Typeform account.
• Select the specific form you want to connect (e.g., Registration Form).
• Click on ‘Save and Send Test Request’ to capture a test response.

Once the test submission is successful, you will see the details captured in Pabbly Connect, confirming that the connection is established.

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4. Enrolling User in Zenler

With the Trigger set up, it’s time to configure the Action step to enroll the user in Zenler through Pabbly Connect. Select Zenler as the Action application and choose the action event as ‘Add New User’.

To connect Zenler, you will need to provide the School Name and API Key from your Zenler account. This allows Pabbly Connect to access your Zenler account securely. Once connected, you will map the fields from the Typeform submission to the Zenler user fields.

Map the first name, last name, email, and phone number from the Typeform response. Set the role of the user (e.g., Student) in Zenler. Click on ‘Save and Send Test Request’ to verify that the user is added successfully.

After the test request, you should see a confirmation message indicating that the user was added successfully to your Zenler account.

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5. Testing the Integration

To ensure everything is working correctly, conduct a test by submitting the Typeform registration form again. This will trigger the workflow in Pabbly Connect and enroll the new user in Zenler automatically.

After submitting the form, check your Zenler account under the Students section to confirm that the new user appears with the correct details. If the integration is successful, the user will be listed as a new student.

Submit the form with new user details. Refresh the Zenler Students section to see the new enrollment. Verify that the details match the form submission.

This final test confirms that every time a Typeform submission occurs, a new user will be enrolled in Zenler automatically through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to enroll Zenler users on Typeform submission using Pabbly Connect. By automating this process, you can efficiently manage student registrations and enhance your online education business.

Utilizing Pabbly Connect streamlines the integration between Typeform and Zenler, allowing for seamless user enrollment without manual intervention. This not only saves time but also ensures accuracy in your student management process.

Learn how to seamlessly integrate IndiaMART leads with Salesforce for mutual fund services using Pabbly Connect. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads with Salesforce for mutual fund services, start by accessing Pabbly Connect. You can do this by typing the URL Pabbly.com/connect in your browser. Once on the homepage, you will see options to sign in or sign up for free.

If you are an existing user, click on the ‘Sign In’ button to log into your account. New users can click on ‘Sign Up for Free’ to create a new account, which only takes a couple of minutes. After signing up, you will receive 100 free tasks every month to explore Pabbly Connect and test various automations.

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2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Here, you can find all your previously created workflows. To create a new workflow, click on the ‘Create Workflow’ option. A dialog box will appear, prompting you to name your workflow.

Enter a suitable name, such as ‘Add IndiaMART Leads to Salesforce for Mutual Fund Services’. Select a folder for your workflow, such as ‘Automations for IndiaMART Leads’, and then click on ‘Create’. This sets up the basic framework for your automation.

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

Once created, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens in response to that trigger. In this case, we will set IndiaMART as the Trigger and Salesforce as the Action.

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3. Setting Up the Trigger with IndiaMART

To begin, select IndiaMART as your trigger application in Pabbly Connect. You will then need to choose the trigger event. For this integration, select the event that captures new leads. Copy the webhook URL provided by Pabbly Connect as you will need to paste it into your IndiaMART account.

Next, log into your IndiaMART seller account. Navigate to the ‘Lead Manager’ section and select ‘Import/Export Leads’. Choose the ‘Push API’ option to access the API integration settings. Here, you can add the webhook URL you copied earlier.

• Select ‘Lead Manager’ from the menu
• Choose ‘Push API’ for integration
• Paste the webhook URL from Pabbly Connect

After saving the details, your webhook connection between IndiaMART and Pabbly Connect will be established. This means that every new lead received through IndiaMART will automatically trigger the workflow in Pabbly Connect.

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4. Setting Up the Action with Salesforce

Now that the trigger is set, the next step is to configure the action in Salesforce. In Pabbly Connect, select Salesforce as your action application. Choose the action event as ‘Create Record’ to add the new lead as a contact in Salesforce.

Click ‘Connect’ to establish a connection between Pabbly Connect and Salesforce. You will be prompted to log into your Salesforce account. Once logged in, allow Pabbly Connect to access your Salesforce account. This will facilitate the creation of records directly from the leads captured from IndiaMART.

Select Salesforce as the action application Choose ‘Create Record’ as the action event Log into Salesforce and allow access

Once the connection is established, you will need to map the fields from the IndiaMART lead response to the appropriate fields in Salesforce. This includes first name, last name, email, phone number, and company name. By mapping these fields, Pabbly Connect ensures that every lead is accurately recorded in Salesforce.

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5. Finalizing the Integration and Testing

After mapping all necessary fields, it’s time to finalize the integration. Click on ‘Save and Send Test Request’ to ensure that the lead is created successfully in Salesforce. You should see a confirmation message indicating that the lead was added.

To test this integration, submit a dummy inquiry through your IndiaMART account. Once the inquiry is submitted, check your Salesforce account to verify that the lead has been added correctly. This confirms that the integration between IndiaMART and Salesforce via Pabbly Connect is functioning as intended.

Submit a dummy inquiry on IndiaMART Check Salesforce for the new lead Ensure the details are correct and complete

With this, you have successfully integrated IndiaMART leads into Salesforce for your mutual fund services using Pabbly Connect. This automation will save you time and streamline your lead management process.

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Conclusion

In this tutorial, you learned how to integrate IndiaMART leads with Salesforce for mutual fund services using Pabbly Connect. By following the step-by-step process, you can automate lead management and enhance your business efficiency.