Author: Nitin Maheshwari

Learn how to automate adding or updating Zoho Campaigns subscribers from Webflow Forms submissions using Pabbly Connect in this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To start integrating Zoho Campaigns with Webflow Forms, you need to access Pabbly Connect. First, visit the Pabbly Connect website and log in to your account. If you’re a new user, you can sign up for free and get 100 tasks every month. This allows you to automate tasks without any initial investment.

Once logged in, you will see the dashboard displaying various Pabbly products. Click on the ‘Access Now’ button under Pabbly Connect to enter the integration dashboard. Here, you can create workflows that automate processes between applications like Zoho Campaigns and Webflow.

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2. Create a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you need to create a new workflow to set up the integration. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a workflow name and a folder selection. using Pabbly Connect

• Name your workflow as ‘Add or Update Zoho Campaign Subscriber on Webflow Form Submission’.
• Select the folder where you want to save this workflow, for example, ‘Zoho Campaigns Automation’.

After completing these steps, click on the ‘Create’ button. This establishes a new workflow where you can configure triggers and actions that define how data will flow between Webflow and Zoho Campaigns.

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3. Set Up the Trigger in Pabbly Connect

The next step involves setting up the trigger, which is essential for initiating the workflow. In your workflow, you will see options for ‘Trigger’ and ‘Action’. For the trigger application, select ‘Webflow V2’ since you want to capture form submissions from your Webflow site. using Pabbly Connect

For the trigger event, choose ‘Form Submitted’. Click on the ‘Connect’ button to establish a connection between Pabbly Connect and your Webflow account. You will need to generate an API token from Webflow to authenticate this connection. Follow these steps:

• Log into your Webflow account and navigate to the project settings of your site.
• Under the ‘API Access’ section, create a new token with read and write permissions for forms.

Once you have the token, paste it into Pabbly Connect to complete the connection setup. After successfully connecting, select the site ID where your form is located and proceed to test the connection to ensure it works correctly.

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4. Set Up the Action in Pabbly Connect

After configuring the trigger, the next step is to set up the action that will occur when the trigger is activated. For the action application, select ‘Zoho Campaigns’ and choose the action event as ‘Add or Update Subscriber’. This action will allow you to automatically add new leads from Webflow as subscribers in your Zoho Campaigns account. using Pabbly Connect

Click on the ‘Connect’ button to establish a connection with Zoho Campaigns. You will need to provide the domain from your Zoho Campaigns account. This is typically found in the URL when you are logged in. Copy this domain and paste it into Pabbly Connect. After saving the connection, authorize Pabbly Connect to access your Zoho Campaigns account.

Select the list in Zoho Campaigns where you want to add the subscribers. Map the fields from the Webflow form submission to the corresponding fields in Zoho Campaigns.

Once all fields are mapped, click the ‘Save and Send Test Request’ button to test the integration. This will send a test subscriber to Zoho Campaigns based on the data from your Webflow form.

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5. Confirm Subscription in Zoho Campaigns

Upon successfully sending the test request, you will receive a confirmation message indicating that a confirmation email has been sent to the user. The user must confirm their subscription to the mailing list. This step is crucial to ensure that you comply with email marketing regulations.

Open the email sent to the user and click on the confirmation link. Once confirmed, you can check your Zoho Campaigns account to see if the new subscriber has been added to your list. Refresh the Zoho Campaigns page to verify that the subscriber appears with the mapped details from the Webflow form.

This integration using Pabbly Connect ensures that leads from your Webflow forms are automatically added to your Zoho Campaigns account, streamlining your email marketing efforts and ensuring timely communication with potential clients.

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Conclusion

In this tutorial, we explored how to automate the process of adding or updating subscribers in Zoho Campaigns from Webflow form submissions using Pabbly Connect. This integration simplifies your email marketing efforts, ensuring no lead is missed and allowing for efficient communication.

Learn how to automate LeadSquared lead creation from Zoho Forms 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 create a LeadSquared lead from Zoho Forms submissions, you first need to access Pabbly Connect. Simply 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 access to 100 tasks monthly.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Create LeadSquared Lead on Zoho Forms Submission’. This will be the foundation of your integration process.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow in Pabbly Connect. Select Zoho Forms as the trigger application. The trigger event will be ‘New Form Submission’. This means that every time a new form is submitted, it will initiate the automation.

• Choose Zoho Forms as the application.
• Select the trigger event as ‘New Form Submission’.
• Connect your Zoho Forms account by providing the necessary authorization.

After setting up the trigger, you will need to provide the Webhook URL generated by Pabbly Connect in your Zoho Forms account. This URL acts as a bridge between Zoho Forms and Pabbly Connect, ensuring that data flows seamlessly.

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3. Configuring Zoho Forms with Pabbly Connect

Next, configure your Zoho Forms to send data to Pabbly Connect. Go to your Zoho Forms account, select the specific form you want to connect, and navigate to the settings. Here, you will find the option to add a Webhook.

Paste the Webhook URL from Pabbly Connect into the Webhook settings of your Zoho Forms. Ensure that you have selected the correct content type as JSON. After saving the settings, your Zoho Forms will now be linked to Pabbly Connect.

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4. Creating a Lead in LeadSquared

Now that your trigger is set, the next step is to create a lead in LeadSquared when a new form submission is made. In Pabbly Connect, add an action step and select LeadSquared as the application. Choose the action event as ‘Create or Update Lead’.

• Select LeadSquared as the application for the action.
• Choose ‘Create or Update Lead’ as the action event.
• Connect your LeadSquared account by entering the API key and host URL.

Map the fields from your Zoho Forms submission to the corresponding fields in LeadSquared. This ensures that the data captured in the form is accurately reflected in your LeadSquared account.

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5. Testing the Integration

Finally, it’s time to test your integration. In Pabbly Connect, send a test request to see if the lead is created successfully in LeadSquared. Submit a test entry through your Zoho Form to generate a new lead.

Check your LeadSquared account to confirm that the lead has been created with the information from your test submission. If everything is set up correctly, you should see the new lead reflecting all the details captured from Zoho Forms.

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Conclusion

Integrating Zoho Forms with LeadSquared using Pabbly Connect allows you to automate lead creation effortlessly. By following these steps, you can ensure that every form submission is captured as a lead, enhancing your lead management process.

Learn how to enroll ThriveCart Learn users on Tally Forms submission using Pabbly Connect with this step-by-step guide. 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 ThriveCart Learn users on Tally Forms submission, you first need to access Pabbly Connect. Visit the Pabbly Connect website and log in to your account. If you are new, you can sign up for free and receive 100 free tasks every month.

After logging in, you will see various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect to enter the dashboard. Here, you can create a new workflow that automates the enrollment process.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for setting up your automation. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a workflow name and folder selection.

• Name your workflow: ‘Enroll ThriveCart Learn User on Tally Form Submission’.
• Select the folder: Choose the folder where you want to save this workflow.
• Click on the ‘Create’ button to finalize your workflow.

Your workflow is now set up, and you will see two windows: one for the trigger and one for the action. The trigger determines when the automation starts, while the action defines what happens next.

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3. Setting Up the Trigger in Pabbly Connect

For this integration, the trigger application is Tally. In Pabbly Connect, select Tally as your trigger application and choose the event as ‘New Response’. This means that every time a form is submitted on Tally, it will trigger the workflow.

Once selected, Pabbly Connect provides you with a unique webhook URL. Copy this URL to connect Tally to your workflow. Open the Tally form you created and navigate to the settings.

• Go to the ‘Integrations’ option in Tally settings.
• Click on the ‘Connect’ button under webhooks.
• Paste the copied webhook URL and click ‘Connect’.

After connecting, return to Pabbly Connect and check if it is waiting for a webhook response. This confirms that Tally is successfully connected to your automation.

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4. Testing the Integration with a Form Submission

To ensure everything is set up correctly, perform a test submission on your Tally form. Fill out the necessary fields, such as first name, last name, email, and phone number, and submit the form.

After submitting, return to Pabbly Connect and check if it captures the response from the form submission. If successful, you will see the captured data displayed in the workflow.

Verify that the first name, last name, and email are accurately captured. Ensure that the data is formatted correctly for the next step.

This step confirms that Tally is communicating effectively with Pabbly Connect and that the trigger is functioning as intended.

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5. Setting Up the Action in Pabbly Connect

After confirming the trigger is working, it’s time to set up the action in Pabbly Connect. Select ThriveCart Learn as your action application and choose the action event ‘Create New Student’. This action will enroll the user in the course.

To connect ThriveCart Learn, you will need an API key. Go to your ThriveCart account, navigate to the API and webhook section, and create a new API key. Copy this key and paste it into Pabbly Connect as the token for the connection.

Map the email field to the student’s email captured from Tally. Enter the course ID for the course you want to enroll the student in. Fill in any additional required fields and click ‘Save and Send Test Request’.

Once the test request is successful, check your ThriveCart Learn account to see if the student has been enrolled. This confirms that the integration works seamlessly through Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to enroll ThriveCart Learn users on Tally Forms submission using Pabbly Connect. By automating this process, you can save time and streamline your student enrollment workflow. With Pabbly Connect, integrating various applications like Tally and ThriveCart is efficient and effective.

Learn how to automate LiveWebinar registration from Tally Forms 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

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1. Access Pabbly Connect for Automation

To automate LiveWebinar registration using Tally Forms submission, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account.

If you are a new user, you can sign up for a free account, which gives you access to 100 tasks per month. Once logged in, navigate to the dashboard where you can create and manage your workflows.

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2. Create a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow to connect Tally Forms with LiveWebinar. Click on the ‘Create Workflow’ button to start setting up your automation.

• Give your workflow a relevant name, such as ‘Tally Forms to LiveWebinar’.
• Select Tally as the trigger application, and LiveWebinar as the action application.

This setup allows Pabbly Connect to listen for new submissions in Tally Forms and automatically create registrants in LiveWebinar.

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3. Set Up the Trigger for Tally Forms Submission

In this section, you will set up the trigger event in Pabbly Connect. Choose the event as ‘New Form Submission’ from Tally Forms. You will be prompted to enter your Tally Forms account details.

Once connected, you need to specify the form for which you want to capture submissions. This is done by providing the Webhook URL from Pabbly Connect into your Tally Forms settings. This URL acts as a bridge between Tally Forms and Pabbly Connect.

• Go to your Tally Forms account and edit the form you wish to integrate.
• Paste the Webhook URL provided by Pabbly Connect into the designated field.

After saving the changes in Tally Forms, you are ready to test the trigger to ensure everything is working correctly.

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4. Configure the Action to Create Registrant in LiveWebinar

Now that the trigger is set, it’s time to configure the action in Pabbly Connect. Select LiveWebinar as the action application and choose the event ‘Create Registrant’.

In this step, you will need to authenticate your LiveWebinar account within Pabbly Connect. Once authenticated, you can map the fields from Tally Forms to the corresponding fields in LiveWebinar, ensuring that the data captured from submissions is correctly sent to LiveWebinar.

Select the webinar you want to add registrants to from the dropdown menu. Map the fields like First Name, Last Name, and Email from Tally Forms to LiveWebinar.

This mapping ensures that every time a new submission is made, a registrant is created automatically in LiveWebinar.

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5. Test the Workflow and Activate

The final step involves testing the workflow in Pabbly Connect. Submit a test entry through your Tally Form to check if the data flows correctly into LiveWebinar.

If the test is successful, you will see the new registrant created in your LiveWebinar account. Once confirmed, activate your workflow to start the automation process.

This automation will now run in the background, creating registrants in LiveWebinar automatically with every new Tally Forms submission, saving you time and effort.

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Conclusion

In this tutorial, we explored how to automate LiveWebinar registration using Tally Forms submissions through Pabbly Connect. By following these steps, you can streamline your registration process effectively.

This integration not only saves time but also enhances your workflow efficiency, allowing you to focus on other important tasks.

Learn to automate the creation of GoToTraining registrants from Instagram Lead Ads leads using Pabbly Connect. Step-by-step tutorial for seamless integration! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a GoToTraining registrant for Instagram Lead Ads leads, you first need to access Pabbly Connect. This platform allows you to automate the process without any coding skills. Start by visiting the Pabbly Connect website and signing in to your account.

Once logged in, you will be directed to the dashboard where you can manage your workflows. Here, you can create a new workflow that will facilitate the integration between Instagram and GoToTraining through Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

To set up the integration, click on the ‘Create Workflow’ button in Pabbly Connect. You will need to provide a name for your workflow; for instance, you can name it ‘Create GoToTraining Registrant for Instagram Leads’. After naming your workflow, choose the appropriate folder to save it.

Next, you will see two boxes: Trigger and Action. The Trigger box is where you will select the application that initiates the workflow, which will be Instagram. The Action box will be where you choose GoToTraining as the application to perform the action of creating a registrant.

• Select Instagram as the Trigger Application.
• Choose the trigger event as ‘New Lead’.
• Select GoToTraining as the Action Application.
• Choose the action event as ‘Create Registrant’.

After setting these parameters, your workflow is ready for the next steps. Make sure to save your workflow in Pabbly Connect before proceeding.

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3. Connecting Instagram and GoToTraining in Pabbly Connect

With your workflow created, it’s time to connect Instagram and GoToTraining. In the Trigger section, click on ‘Connect with Instagram’. If you have an existing connection, select it; otherwise, create a new connection by logging into your Instagram account.

Once connected, you will need to test the connection to ensure that Pabbly Connect can fetch data from Instagram. After a successful connection, you will see a prompt to select the lead form you want to use for this integration.

• Select the Instagram page from which leads will be collected.
• Choose the specific lead form that captures the data.

Make sure to save your settings in Pabbly Connect before moving on to the next step of creating the registrant in GoToTraining.

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4. Setting Up the GoToTraining Registrant in Pabbly Connect

Now that Instagram is connected, you can set up the GoToTraining registrant. In the Action section, select ‘Connect with GoToTraining’ and log into your GoToTraining account to authorize the connection.

Once authenticated, you will need to fill in the details for the registrant. This includes selecting the training session and mapping the fields from the Instagram lead form to the corresponding fields in GoToTraining. This mapping ensures that the data flows correctly from Instagram to GoToTraining via Pabbly Connect.

Map the first name from Instagram leads to the first name field in GoToTraining. Map the last name from Instagram leads to the last name field. Map the email address from Instagram to GoToTraining.

After mapping the fields, click on ‘Save & Send Test Request’ to finalize the setup. If the test is successful, a new registrant will be created in your GoToTraining account, confirming that the integration is working effectively through Pabbly Connect.

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5. Testing the Integration Workflow in Pabbly Connect

To ensure that your integration is functioning as expected, it’s time to test the workflow. You can do this by submitting a test lead through the Instagram lead form. After submitting the form, check your GoToTraining account to see if the registrant has been created automatically.

If everything is set up correctly, you will see the new registrant reflecting in GoToTraining, demonstrating that Pabbly Connect has successfully automated the process. This eliminates the need for manual entry and saves time.

In case the registrant is not created, revisit the workflow in Pabbly Connect to ensure that all connections and mappings are correct. Testing is a crucial step to ensure smooth operations.

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Conclusion

By following this tutorial, you have successfully learned how to create a GoToTraining registrant from Instagram Lead Ads leads using Pabbly Connect. This automation streamlines your workflow and saves valuable time. Integrating these platforms allows you to focus more on your training sessions while Pabbly Connect handles the data entry seamlessly.

Learn how to automate the creation of Mailgun members for Cashfree payments using Pabbly Connect with this step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a Mailgun member on Cashfree payment, you first need to access Pabbly Connect. This platform allows you to automate tasks without any coding skills. Start by visiting the Pabbly Connect website and signing into your account.

Once logged in, navigate to the dashboard where you can manage all your workflows. Click on the ‘Create Workflow’ button to begin the integration process. This is where you will set up the connection between Cashfree and Mailgun using Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect involves naming your workflow and selecting the appropriate folder. The workflow should be named ‘How to Create Mailgun Member on Cashfree Payment’ for clarity. After naming, choose a folder to save this workflow.

• Name your workflow appropriately.
• Select the folder for saving the workflow.
• Click on ‘Create’ to initiate the workflow.

Once the workflow is created, you will see two boxes appear: one for the trigger and one for the action. The trigger will be set to activate when a payment is made through Cashfree, and the action will be to create a member in Mailgun. This setup is crucial for automating the process using Pabbly Connect.

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3. Setting Up Trigger and Action in Pabbly Connect

For the trigger, select Cashfree as the application and define the event that will initiate the workflow. This event is set to trigger whenever a payment occurs. In the action box, select Mailgun to create a new member. Here, you will set the necessary parameters that Pabbly Connect will use to create the member.

Ensure that you correctly configure the trigger and action settings. The Cashfree payment details will be captured, and you will need to map these details to the corresponding fields in Mailgun. This mapping is essential for the automation to work seamlessly.

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4. Testing the Integration with Pabbly Connect

After setting up the trigger and action, it’s time to test the integration. You will perform a test payment through Cashfree to see if the workflow correctly captures the payment details and creates a member in Mailgun. This step is vital to ensure everything is functioning as intended.

Once the test payment is made, return to Pabbly Connect to check if the response is received. You should see the details of the test payment, confirming that the integration is successful. If any issues arise, revisit the mapping and settings to ensure accuracy.

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5. Finalizing the Cashfree to Mailgun Integration

With successful testing, you can now finalize the integration. Ensure that all settings are saved and that the workflow is activated. This will allow Pabbly Connect to automatically create a Mailgun member every time a new payment is received through Cashfree.

Finally, monitor the workflow to ensure it operates smoothly. Regular checks will help you identify any potential issues early on. With Pabbly Connect, you can now automate the process of creating Mailgun members efficiently.

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Conclusion

In this tutorial, we explored how to automate the creation of Mailgun members for Cashfree payments using Pabbly Connect. This integration streamlines the process, saving you time and effort. Start using Pabbly Connect today to enhance your workflow efficiency.

Learn how to send automated WhatsApp messages upon Cognito Forms submission using Pabbly Connect. Step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for WhatsApp Automation

To start sending WhatsApp messages upon Cognito Forms submission, you first need to set up Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. Begin by visiting the Pabbly Connect homepage and signing in or creating a new account.

Once logged in, you will see the dashboard where you can create your workflow. Click on the ‘Create Workflow’ button to begin. Name your workflow appropriately, such as ‘Send WhatsApp Message on Cognito Form Submission using Pabbly Chatflow’. This naming will help you identify the workflow later.

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2. Setting Up Cognito Forms as the Trigger in Pabbly Connect

In this step, you will configure Cognito Forms to serve as the trigger for your automation. Select ‘Cognito Forms’ as the trigger application within Pabbly Connect. Choose the trigger event as ‘New Entry’. This means that every time a new form submission occurs, it will trigger the automation.

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

After copying the webhook URL, navigate to your Cognito Forms account. Open the form you want to use, and enable the option to post JSON data to a website. Paste the webhook URL into the designated field and save the changes. This step connects your Cognito Forms to Pabbly Connect for automation.

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3. Testing the Cognito Forms Submission

With the webhook set up, it’s time to test the integration. Go back to your Cognito Forms and submit a test entry. Fill in the required fields with dummy data, ensuring to include a valid phone number for WhatsApp messages. using Pabbly Connect

After submitting the form, check your Pabbly Connect dashboard. You should see a successful response indicating that the form submission was captured. This confirms that the trigger is working correctly. Now, you are ready to set up the action to send a WhatsApp message.

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4. Integrating Pabbly Chatflow for WhatsApp Messaging

The next step involves integrating Pabbly Chatflow to send WhatsApp messages. In your workflow, select Pabbly Chatflow as the action application. Choose the action event as ‘Send Template Message’. This allows you to send a predefined message template to the lead’s WhatsApp number.

• Select Pabbly Chatflow as the action application.
• Choose ‘Send Template Message’ as the action event.
• Map the mobile number from the Cognito Forms submission.

To send personalized messages, you can create a template in your Pabbly Chatflow account. Include variables like the lead’s name to make the message dynamic. After setting up the template, map the necessary fields in Pabbly Connect, ensuring that the WhatsApp number is correctly formatted without a plus sign.

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5. Finalizing the Automation and Testing

Once everything is set up, it’s time to finalize the automation. Click on the ‘Save and Send Test Request’ button in Pabbly Connect to test if the WhatsApp message is sent successfully. If everything is configured correctly, you will receive the message on your WhatsApp. using Pabbly Connect

You can check the Pabbly Chatflow inbox to see the status of the sent message. Ensure that the message appears as sent and delivered. This confirms that your automation is working effectively, allowing you to send WhatsApp messages instantly upon receiving new submissions from Cognito Forms.

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Conclusion

By following these steps, you can automate the process of sending WhatsApp messages upon Cognito Forms submissions using Pabbly Connect and Pabbly Chatflow. This integration enhances your communication efficiency, ensuring timely follow-ups with leads and improving your overall response rates.

Learn how to automate the enrollment of Thinkific users using Pabbly Connect and FlexiFunnels with this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start enrolling Thinkific users automatically, you need to access Pabbly Connect. This platform is essential for creating workflows that connect different applications seamlessly.

Begin by visiting the Pabbly website and logging into your account. If you are a new user, you can sign up for free, which gives you access to a limited number of tasks each month. Once logged in, navigate to the Pabbly Connect dashboard where you can create new workflows.

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2. Creating a Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, click on the blue button labeled ‘Create Workflow’. This is where you will set up the automation between FlexiFunnels and Thinkific. using Pabbly Connect

• Choose a name for your workflow, such as ‘Enroll Thinkific User on FlexiFunnels Purchase’.
• Select the folder where you want to save the workflow.
• Click on ‘Create’ to proceed to the workflow window.

In the workflow window, you will set a trigger and action. The trigger is the event that starts the workflow, while the action is what happens in response. In this case, the trigger will be a new purchase in FlexiFunnels.

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3. Setting Up the Trigger from FlexiFunnels

To set up the trigger, select FlexiFunnels as your trigger application within Pabbly Connect. You will then need to choose the event that will start the workflow, which is a new purchase.

Copy the provided webhook URL that Pabbly Connect generates for you. This URL will be used in your FlexiFunnels account to connect the two applications.

• Log into your FlexiFunnels account.
• Go to the product settings for the course you want to automate.
• Paste the webhook URL into the appropriate field and save your settings.

After saving, Pabbly Connect will wait for a response from FlexiFunnels to confirm that the connection is working correctly.

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4. Enrolling the User in Thinkific

Once the trigger is set, the next step is to enroll the user in Thinkific. For this, you will choose Thinkific as your action application in Pabbly Connect.

Select the action event as ‘Create User’ first. You will need to connect your Thinkific account by entering your subdomain, which can be found in your account URL. After successfully connecting, you will need to map the user details from FlexiFunnels to Thinkific.

Map the first name, last name, and email address from the trigger data. Leave the password field blank, as users will set their password via email. Click ‘Send Test Request’ to verify that the user is created successfully.

After the test request, check your Thinkific account to confirm that the user has been created as expected.

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5. Finalizing User Enrollment in Thinkific

After creating the user, the final step is to enroll them in the course. Again, select Thinkific as your action application and this time choose ‘Enroll User’ as the action event. using Pabbly Connect

Connect to your existing Thinkific account again and specify the course in which the user should be enrolled. Map the user ID dynamically so that it corresponds to the user created in the previous step.

Select the course, such as ‘Programming in Python’. Map the User ID obtained from the previous action step. Click ‘Send Test Request’ to enroll the user.

Once the test request is successful, verify in your Thinkific account that the user is now enrolled in the specified course. This completes the automation process, streamlining user enrollment through Pabbly Connect.

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Conclusion

By leveraging Pabbly Connect, you can automate the enrollment of Thinkific users seamlessly whenever a purchase is made through FlexiFunnels. This integration not only saves time but also enhances the user experience by providing instant access to courses.

Learn how to automate user creation in Zendesk from Webflow form submissions using Pabbly Connect. 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

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1. Accessing Pabbly Connect for Integration

To begin automating user creation in Zendesk from Webflow form submissions, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and log into your account. If you are a new user, you can sign up for free to get started.

Once logged in, navigate to the dashboard where you will see various Pabbly applications. Click on the Pabbly Connect icon to initiate the integration process. This will allow you to create workflows that connect Webflow and Zendesk seamlessly.

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2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow that will automate the process. Click on the Create Workflow button. You will be prompted to name your workflow; enter a relevant name such as ‘Create Zendesk User on Webflow Form Submission’ and choose a folder to save it in.

• Name your workflow appropriately.
• Select a folder for organization.

After naming your workflow, click on the Create button. This action opens the main workflow window where you will set up your trigger and action. Remember, in Pabbly Connect, the trigger is the event that starts the workflow.

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3. Setting Up Webflow as the Trigger Application

In this step, you will set Webflow as the trigger application in Pabbly Connect. Search for and select Webflow V2 as your trigger application. Then, choose the trigger event as Form Submitted. This means that every time a form is submitted in Webflow, the workflow will be triggered.

Next, click on the Connect button. If you haven’t previously connected your Webflow account, you will need to create a new connection. Follow the prompts to enter your Webflow API token, which you can generate from your Webflow account settings.

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4. Testing the Webflow Connection

To ensure that your Webflow connection is correctly set up in Pabbly Connect, you need to perform a test submission. Navigate to your connected Webflow form and fill it out with test data, such as a sample name and email address. Once you submit the form, return to Pabbly Connect to check if it has captured the response.

• Fill in the form with test data.
• Submit the form and check for a successful response in Pabbly Connect.

If the test submission is successful, Pabbly Connect will display the captured data, confirming that your Webflow form is now triggering the workflow correctly.

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5. Creating a User in Zendesk

Now that your Webflow form is set up as a trigger, it’s time to create a user in Zendesk. In Pabbly Connect, select Zendesk as your action application. Choose the action event as Create User. This step will allow you to automate the process of adding users to your Zendesk account whenever a form is submitted.

Click on the Connect button to establish a connection with your Zendesk account. You will need to enter your Zendesk username, API token, and subdomain. Make sure to map the fields from the Webflow submission to the corresponding fields in Zendesk, ensuring that each new user is created with the correct information.

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Conclusion

In this tutorial, we explored how to create a Zendesk user automatically from Webflow form submissions using Pabbly Connect. By following these steps, you can streamline your user management process and enhance your customer support experience. Automating this integration saves time and reduces manual errors, allowing you to focus on growing your business.

Learn how to automate the creation of a Pipedrive person on Zoho Forms submission using Pabbly Connect. Step-by-step 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 Zoho Forms Integration

To begin automating the creation of a Pipedrive person on Zoho Forms submission, first, access Pabbly Connect. This platform allows seamless integration between Zoho Forms and Pipedrive.

Navigate to the Pabbly Connect homepage by entering Pabbly.com/connect in your browser. You will see options to sign in or sign up. If you’re new, click on ‘Sign Up Free’ to create an account and receive 300 tasks each month to explore the software.

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2. Creating a Workflow in Pabbly Connect

Once logged in, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow, for example, ‘Create Pipedrive Person on Zoho Form Submission’.

• Select the appropriate folder for your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see the trigger and action setup options. The trigger is the event that starts the automation, while the action is what happens as a result of the trigger.

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3. Setting Up Zoho Forms Trigger in Pabbly Connect

In this step, select Zoho Forms as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Form Submitted’. This ensures that every time a form submission is received, the workflow will be triggered automatically.

Once you select the trigger event, you will be provided with a webhook URL. This URL needs to be copied and pasted into your Zoho Forms integration settings. Log into your Zoho Forms account, select the form you want to connect, and navigate to the ‘Integrations’ tab.

• Select the webhook integration type.
• Paste the copied webhook URL and set the content type to application/json.

After saving these settings, your Zoho Forms will now communicate with Pabbly Connect whenever a new submission is made.

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4. Adding Pipedrive Action in Pabbly Connect

Next, you need to set up the action step in your workflow to create a person in Pipedrive. Select Pipedrive as the action application in Pabbly Connect and choose the action event ‘Create a Person’.

To connect your Pipedrive account, click on ‘Add New Connection’ and enter your API token from your Pipedrive account settings. Once connected, you will be prompted to map the fields from the Zoho Forms submission to the corresponding fields in Pipedrive.

Map the first name and last name from your Zoho Forms submission. Include the email and phone number in the respective fields.

This mapping ensures that the correct information is sent to Pipedrive whenever a new form submission occurs.

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5. Testing the Integration Between Zoho Forms and Pipedrive

With both the trigger and action set up in Pabbly Connect, it’s time to test the integration. Go back to your Zoho Forms and submit a test response. Ensure that the details entered in the form are accurate.

After submitting, return to Pabbly Connect and check the workflow for a successful response. If everything is set correctly, you should see the new person created in your Pipedrive account with the details from the Zoho form.

This automated process not only saves time but also ensures that no leads are missed, improving efficiency in managing your sales pipeline.

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Conclusion

By following these steps, you have successfully set up an automation using Pabbly Connect to create a Pipedrive person on Zoho Forms submission. This integration streamlines your lead management process, ensuring timely follow-ups and improved sales outcomes.