Author: Rajpal Tomar

Learn how to automate e-book sharing on Instamojo payment receipt using Pabbly Connect. Step-by-step guide to set up integration with Gmail. 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 Automation

To start automating the process of sharing e-books upon receiving payments through Instamojo, you need to access Pabbly Connect. Visit the Pabbly Connect homepage by entering the URL Pabbly.com/connect in your browser.

Once on the homepage, you will see options to either sign in or sign up for free. Existing users can click on the sign-in button, while new users should select the sign-up option to create a free account. Upon signing up, you will receive 100 free tasks monthly to explore the functionalities of Pabbly Connect.

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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 create a new workflow by clicking on the ‘Create Workflow’ button. A dialog box will appear asking for a name for your workflow.

• Name your workflow as ‘Automatically Share E-Books on Receiving Instamojo Payment’.
• Select the folder where you want to save this workflow.

After entering the name and selecting the folder, click on the ‘Create’ button. You will see two windows open for trigger and action setup. In this integration, the trigger will be Instamojo, and the action will be Gmail.

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3. Setting Up the Trigger with Instamojo

In this step, you will set up the trigger in Pabbly Connect using Instamojo. Select Instamojo as your trigger application and choose ‘New Sale’ as the trigger event. This event will initiate the workflow whenever a sale is made.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to link your Instamojo account with Pabbly Connect. Next, go to your Instamojo account and navigate to the product section where your e-book is listed.

• Select your e-book product and click on the ‘Advance’ option.
• Paste the copied webhook URL into the designated field and click on ‘Save’.

Once saved, return to Pabbly Connect, where it will show a message indicating it is waiting for a webhook response. This confirms that your Instamojo account is now connected to Pabbly Connect.

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4. Testing the Webhook and Setting Up Gmail Action

To test the webhook, you need to make a test purchase of your e-book. Click on the ‘View on Store’ option for your e-book, fill in the customer details, and complete the payment. Once the payment is successful, Pabbly Connect will capture the response, including customer details and payment status.

After confirming the webhook response, you can set up the action application. Select Gmail as your action application in Pabbly Connect and choose ‘Send Email’ as the action event. Connect your Gmail account by selecting the existing connection or creating a new one.

Map the recipient email address from the webhook response to ensure the e-book is sent to the correct customer. Set the email subject and content, including a link to the e-book PDF.

Finally, click on ‘Save and Send Test Request’ to check if the email is sent successfully.

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5. Verifying the Automation Success

After setting up the email action, it is crucial to verify the automation process. Make another test purchase of the e-book with new customer details. Once the payment is completed, check the recipient’s email to confirm that the e-book PDF has been sent automatically.

If the email is received successfully, it indicates that the integration between Instamojo and Gmail via Pabbly Connect is working perfectly. This means every time a payment is received for the e-book, the customer will receive an email with the e-book PDF attached without any manual effort.

By following these steps, you have successfully automated the process of sharing e-books on receiving Instamojo payments using Pabbly Connect. You can now focus on other aspects of your business while this automation handles your e-book delivery.

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Conclusion

In this tutorial, we demonstrated how to automate e-book sharing on receiving Instamojo payments using Pabbly Connect. This process allows for seamless integration between Instamojo and Gmail, enhancing customer experience.

Learn how to add students to a course in Xperiencify and send email confirmations on ThriveCart purchases using Pabbly Connect. Step-by-step guide included. 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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Accessing Pabbly Connect for Integration

To start the integration process using Pabbly Connect, first, navigate to the Pabbly Connect website. Here, you will find options to either sign in or sign up. If you are a new user, click on the ‘Sign Up Free’ button to create an account, which takes less than two minutes.

Once you have signed in, you will be directed to the dashboard. Here, you can create a new folder for your workflow. Click on the folder icon to create a folder named ‘ThriveCart to Xperiencify’. After creating the folder, you can proceed to set up your workflow, which will automate the process of adding students to courses and sending confirmation emails.

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Setting Up the Trigger with ThriveCart

In this section, we will set up the trigger using Pabbly Connect with ThriveCart. Click on the ‘Create Workflow’ button and name your workflow ‘Add Student to a Course in Xperiencify & Send Email on ThriveCart Purchase’. Select the folder you created earlier.

Next, you will need to choose the trigger application, which is ThriveCart. Click on it and select ‘Product Purchase’ as the trigger event. This event is triggered whenever a product is purchased in ThriveCart. After selecting the trigger event, click on ‘Connect’ to link your ThriveCart account with Pabbly Connect.

• Choose ‘Add New Connection’ to set up the connection.
• Paste the API key from your ThriveCart account into the Pabbly Connect interface.
• Select the product you want to track for purchases.

After saving your settings, you must test the connection by making a purchase through ThriveCart to receive a response in Pabbly Connect.

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Adding Student to Xperiencify

Now that you have set up the trigger, it’s time to add the student to your course in Xperiencify using Pabbly Connect. Select Xperiencify as your action application and choose ‘Add Student to a Course’ as the action event. Click on ‘Connect’ to link your Xperiencify account.

To connect, you will need the API key from your Xperiencify account. Navigate to your account settings in Xperiencify, find the API key under the advanced settings, and copy it into Pabbly Connect. After connecting, you will need to map the email address and course ID from the previous steps.

• Map the email address received from ThriveCart to the email field in Xperiencify.
• Use the course ID from the URL of your course edit page.
• Ensure all required fields are filled accurately.

After mapping these fields correctly, click ‘Save and Send Test Request’ to check if the student has been added successfully.

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Sending Email Confirmation via Gmail

In this step, we will use Pabbly Connect to send a confirmation email to the newly enrolled student. Add Gmail as another action application and select ‘Send Email’ as the action event. Click on ‘Connect’ to link your Gmail account.

To connect your Gmail account, select ‘Add New Connection’, choose your Gmail account, and allow the necessary permissions. After connecting, you will need to provide the recipient’s email address, subject, and email content. Make sure to personalize the email content to include the course registration confirmation and a link for setting up their password.

Enter the recipient’s email address (mapped from previous steps). Set the email subject to something like ‘Course Registration Confirmation’. Compose the email body in HTML format for better presentation.

Once you have filled in all the required fields, click ‘Save and Send Test Request’ to send the email. Check your Gmail inbox to ensure the email was sent successfully.

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Summary and Next Steps

In this tutorial, we successfully integrated ThriveCart and Xperiencify using Pabbly Connect. The process involved setting up a trigger for product purchases in ThriveCart, adding students to a course in Xperiencify, and sending a confirmation email via Gmail. Each step utilized Pabbly Connect to automate the workflow seamlessly.

To recap, the main steps included:

Set up ThriveCart as the trigger application. Add students to Xperiencify through the action event. Send confirmation emails via Gmail.

By following these steps, you can efficiently manage student registrations and communications in your course environment. Explore more integrations with Pabbly Connect to enhance your workflow automation.

Conclusion

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

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Learn how to automate task creation in ClickUp from Zoho CRM deals using Pabbly Connect. Follow our step-by-step 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

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Accessing Pabbly Connect for Integration

To create a ClickUp task from a Zoho CRM deal, you first need to access Pabbly Connect. This integration platform allows you to automate processes between different applications. Start by visiting the Pabbly Connect website and either sign in or sign up if you are a new user.

Once logged in, you will arrive at the Pabbly Connect dashboard. Here, you have the option to create a new folder for organizing your workflows. Click on the folder icon, name it appropriately (e.g., ‘Zoho CRM to ClickUp’), and hit create. This setup will make it easier to manage your automation tasks.

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Creating a Workflow in Pabbly Connect

After setting up your folder, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create ClickUp Task from Zoho CRM Deal’. Select the folder you created earlier from the dropdown menu.

In this workflow, you will define a trigger and an action. The trigger application is Zoho CRM, and the action application is ClickUp. Click on the Zoho CRM icon to set it as your trigger application. You will then need to select a trigger event, which in this case is ‘New Module Entry’. This event will initiate the process whenever a new deal is created in Zoho CRM.

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Connecting Zoho CRM to Pabbly Connect

To connect your Zoho CRM account to Pabbly Connect, you need to add a new connection. Click on ‘Add New Connection’ and enter your Zoho domain. This domain can typically be found in your Zoho CRM account settings. After entering the domain, click on ‘Save’ and then accept the permissions requested by Pabbly Connect to access your Zoho data.

Next, select the module you wish to work with, which is ‘Deals’ in this instance. Click on ‘Save and Send Test Request’ to test the connection. You will need to create a test deal in your Zoho CRM to capture the response. Once the deal is created, return to Pabbly Connect to confirm that the response has been successfully received.

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Creating a ClickUp Task from Zoho CRM Deal

With the Zoho CRM trigger successfully set up, the next step is to configure the action in Pabbly Connect. Select ClickUp as your action application and choose the action event ‘Create Task with Custom Fields’. Click on ‘Add New Connection’ to connect your ClickUp account.

To establish this connection, you will need to enter your ClickUp API token. This can be found in your ClickUp account under settings. Once you paste the API token into Pabbly Connect, click ‘Save’ to finalize the connection. Now, you can configure the details for the task you want to create in ClickUp, such as the workspace, folder, and task name. Use the mapping feature to pull data from the Zoho CRM deal into the ClickUp task.

• Select the workspace and folder you want to use in ClickUp.
• Map the task name using the deal name from Zoho CRM.
• Fill in other optional fields as needed.

After setting up the task details, click on ‘Save and Send Test Request’. You should see a confirmation that the task has been created in ClickUp, validating that your integration is working correctly.

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Updating Zoho CRM Deal

Finally, to enhance your workflow, you can add another action step in Pabbly Connect to update the Zoho CRM deal after the ClickUp task is created. Click on the plus icon to add a new action and select Zoho CRM again. Choose the action event ‘Update Deal’ and establish the connection as previously described.

In this step, you will need to map the deal ID and any other relevant details from the ClickUp response back to Zoho CRM. This ensures that any updates in ClickUp are reflected in your Zoho CRM deal. After filling in the necessary fields, click ‘Save and Send Test Request’ to finalize this step. You should see a success message indicating that the deal has been updated.

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Conclusion

This tutorial demonstrates how to automate the creation of ClickUp tasks from Zoho CRM deals using Pabbly Connect. By following these steps, you can streamline your workflow and improve productivity. With Pabbly Connect, integrating different applications has never been easier.

Learn how to automate data extraction from Gmail and add it to Firebase using Pabbly Connect. Step-by-step guide with detailed instructions. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Email to Firebase Integration

To start using Pabbly Connect for extracting data from email and adding it to Firebase, first, access the platform. Open a new tab and search for Pabbly Connect. If you don’t have an account, click on ‘Sign Up Free’ to create one. Existing users can simply sign in.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to begin setting up your automation. Name your workflow something descriptive like ‘Gmail to Firebase’ and select the appropriate folder for your automation. This sets the stage for the integration process.

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Setting Up Email Parser in Pabbly Connect

In the automation workflow, the first step is to set up the trigger using the Email Parser feature of Pabbly Connect. Choose the Email Parser from the list of available triggers. This will generate a unique email address that you will use to forward emails from your Gmail account.

• Copy the provided email address from Pabbly Connect.
• Go to your Gmail account and navigate to Settings.
• Under the ‘Forwarding and POP/IMAP’ section, add the copied email address as a forwarding address.

Once you have added this forwarding address, Gmail will send a verification email to the Pabbly Connect email address. Confirm this request to allow Gmail to forward incoming emails to Pabbly Connect. After confirmation, refresh the settings page to enable forwarding.

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Creating a Filter in Gmail for Specific Emails

To ensure that only relevant emails are forwarded to Pabbly Connect, it’s essential to create a filter in Gmail. This filter will allow you to specify which emails should trigger the automation. Go to Gmail settings again and select the ‘Filters and Blocked Addresses’ tab.

• Click on ‘Create a new filter’.
• Enter criteria such as a specific email address or keywords in the subject line, like ‘new lead generated’.
• Choose the option to forward these emails to the Pabbly Connect email address.

After setting up the filter, click on ‘Create Filter’ to finalize the process. This filter will ensure that only emails meeting your specified criteria are forwarded to Pabbly Connect, streamlining the data extraction process.

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Extracting Data Using Text Formatter in Pabbly Connect

With the email parser set up and filters in place, the next step is to extract relevant data from the incoming emails using the Text Formatter feature in Pabbly Connect. In the action step, search for and select ‘Text Formatter’ as the app.

To extract specific details like the lead’s name, email, mobile number, and company name, you will need to set up multiple text parsing actions. For each piece of information, specify the text match conditions:

For the name, use ‘Name:’ as the text match after and ‘Email:’ as the text match before. Repeat this process for the email, mobile number, and company name, adjusting the match conditions accordingly.

After configuring these settings, click on ‘Save and Send Test Request’ to test the extraction. If set up correctly, Pabbly Connect will return the extracted data, ready for the next step in your automation.

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Adding Extracted Data to Firebase

The final step in this automation is to add the extracted data into Firebase using Pabbly Connect. Select Firebase as the app in the action step and choose the ‘Create Document’ action event. You will need to connect your Firebase account to Pabbly Connect by providing your Client ID and Client Secret.

After establishing the connection, select the project and collection where you want to store the data. Map the previously extracted fields (name, email, mobile number, and company) to the corresponding keys in Firebase. Ensure that you specify the correct data types for each field, typically as strings.

Once you have mapped all the fields, click on ‘Save and Send Test Request’. If successful, the data will be added to your Firebase database, confirming that the automation is working seamlessly. You can verify this by checking your Firebase collection for the newly added document.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the extraction of data from emails and add it to Firebase. By following the steps outlined, you can streamline your workflow and ensure that important data is captured efficiently.

With the power of Pabbly Connect, you can easily integrate various applications and automate repetitive tasks, saving you time and effort in the process.

Learn how to create Agiled contacts from LinkedIn leads using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for LinkedIn Lead Integration

To create Agiled contacts from LinkedIn leads, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website, which you can find at Pabbly.com/connect. If you’re a new user, click on ‘Sign Up for Free’ to create an account and get 100 tasks free every month.

Once logged in, you’ll see various applications offered by Pabbly. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to your dashboard where you can create workflows for automation between LinkedIn leads and Agiled.

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2. Creating a Workflow in Pabbly Connect

After accessing your dashboard in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter a descriptive name such as ‘Create Agiled Contact from LinkedIn Leads’. Select the folder you want to save it in and click ‘Create’.

• Name your workflow appropriately.
• Select the folder for organization.
• Click ‘Create’ to proceed.

Now, you’ll see the workflow window. Here, you will set up the trigger and action. For the trigger application, select ‘LinkedIn Leads’. This integration will allow you to automate the creation of contacts in Agiled whenever a new lead is received.

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3. Setting Up the Trigger with LinkedIn Leads

Select ‘LinkedIn Leads’ as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Leads in Form Response’. Click on ‘Connect’ to link your LinkedIn account. If this is your first time, you will need to add a new connection.

Once connected, select your LinkedIn account and the specific lead form you want to use. For example, you can choose a sample lead form to test the integration. After selecting your form, submit a test lead to ensure that Pabbly Connect can capture the response correctly.

• Select ‘New Leads in Form Response’ as the trigger event.
• Connect your LinkedIn account.
• Submit a test lead to capture the response.

After submitting the test lead, go back to your workflow and click on ‘Save and Send Test Request’. This will confirm that Pabbly Connect has successfully captured the lead details.

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4. Setting Up the Action with Agiled

Now that your trigger is set up, it’s time to create the action in Pabbly Connect. Select ‘Agiled’ as your action application and choose ‘Create Contact’ as the action event. Click ‘Connect’ to link your Agiled account.

You will need to enter the API key from your Agiled account. To obtain this, log into Agiled, navigate to ‘Settings’, and then ‘API Settings’. Copy the API key and paste it into Pabbly Connect. Once connected, you will map the details from the LinkedIn lead response to the Agiled contact fields.

Select ‘Create Contact’ as the action event. Obtain and enter your Agiled API key. Map lead details to contact fields in Agiled.

After mapping the fields such as first name, last name, email, and phone number, click on ‘Save and Send Test Request’ to create the contact in Agiled. Verify by checking your Agiled contacts to ensure the new contact has been created successfully.

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5. Verifying the Integration Success

To confirm the integration is successful, return to Agiled and navigate to the ‘Contacts’ section. Here, you should see the newly created contact with the details submitted from LinkedIn leads. This verification step is crucial to ensure that Pabbly Connect is functioning correctly.

If everything is set up correctly, you will see the contact information reflecting the dummy data you submitted during the test. This means that your workflow is functioning as intended, automating the process of creating Agiled contacts from LinkedIn leads.

In summary, the entire process involves selecting LinkedIn Leads as the trigger, mapping the lead details, and creating a contact in Agiled using Pabbly Connect. This seamless integration enhances your lead management process significantly.

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Conclusion

In this tutorial, we demonstrated how to create Agiled contacts from LinkedIn leads using Pabbly Connect. By following these steps, you can automate your lead management process, ensuring that every new lead is promptly added to your Agiled account. This integration is essential for improving your business efficiency.

Learn how to automate sending verification form links via email for affiliate requests using Pabbly Subscription Billing and Pabbly Subscription Billing in this detailed tutorial. Learn step-by-step how to configure flexible subscription plans, automate billing cycles, and generate detailed revenue reports without coding knowledge.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Subscription Billing for Affiliate Requests

To send a verification form link via email for new affiliate requests, you first need to set up Pabbly Subscription Billing. This platform allows you to manage your affiliate program efficiently. Start by logging into your Pabbly Subscription Billing account and navigate to the affiliate settings.

In the affiliate settings, you can configure options such as allowing customers to become affiliates and whether to auto-approve requests. Make sure to select ‘No’ for auto-approval to verify each affiliate manually. This ensures that you verify their details before they are accepted into your program.

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2. Creating the Verification Form Using Google Forms

Next, you need to create a verification form that affiliates will use to submit their documents. This can be done using Google Forms. The form should collect essential details such as: using Pabbly Connect

• Name
• Email
• Mobile Number
• Aadhaar Card Number
• PAN Card Number

Additionally, ensure that the form allows file uploads for documents like Aadhaar and PAN card images. After creating the form, copy the share link to use in your email.

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3. Integrating Pabbly Connect and Gmail for Automation

Now, it’s time to set up automation using Pabbly Connect to send the verification form link via email. Open Pabbly Connect and create a new workflow. Name it something relevant, like ‘Pabbly Subscription Billing to Gmail’. This will help you keep track of your automations.

In the trigger section, choose Pabbly Subscription Billing as the app and select ‘New Affiliate Request’ as the trigger event. Pabbly Connect will provide you with a webhook URL that you need to add to your Pabbly Subscription Billing account under the settings section for webhooks.

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4. Sending the Verification Link Email

After setting up the trigger, proceed to configure the action step in Pabbly Connect. Select Gmail as the action app and choose ‘Send Email’ as the action event. Connect your Gmail account to Pabbly Connect by allowing the necessary permissions.

In the email settings, map the recipient’s email address from the trigger data received from Pabbly Subscription Billing. Personalize the email by including the affiliate’s first name in the body. The email should contain a subject line like ‘Request to Upload Required Document for Affiliate Verification’ and include the link to the Google Form.

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5. Testing the Automation Workflow

Finally, test your automation by submitting a new affiliate request through your affiliate portal. After submitting the request, check your Gmail account to confirm that the email containing the verification form link was sent successfully. This verifies that your Pabbly Subscription Billing and Pabbly Connect integration is functioning as intended.

If the email is received, your setup is complete. You can now collect documents from affiliates efficiently using the automated workflow. This automation ensures that you can manage affiliate requests seamlessly and maintain the integrity of your affiliate program.

Conclusion

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

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In conclusion, by using Pabbly Subscription Billing and Pabbly Connect, you can automate the process of sending verification form links via email for affiliate requests. This integration streamlines your affiliate management and enhances the verification process, making it easier for you to maintain your affiliate program effectively.

Learn how to integrate IndiaMART with Keap using Pabbly Connect to automate contact creation from leads. Step-by-step tutorial included. 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 Integration

To create a Keap contact from an IndiaMART lead, you need to access Pabbly Connect. Start by searching for ‘Pabbly Connect’ in your browser and navigate to the landing page.

On the landing page, you will see options to sign up or sign in. If you’re a new user, click on ‘Sign Up for Free’ to get started with 100 tasks free each month. Existing users should click on ‘Sign In’ to access their dashboard.

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2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you can create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder for it. Name your workflow as ‘IndiaMART Automation’ and select the folder named ‘Automations’.

• Click on ‘Create’ to open the workflow window.
• Select ‘IndiaMART’ as the trigger application.
• Choose ‘New Leads’ as the trigger event.

After selecting the trigger, click on ‘Connect’ to link your IndiaMART account with Pabbly Connect. You will need to enter your CRM key from the IndiaMART account settings to establish this connection.

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3. Mapping IndiaMART Leads in Pabbly Connect

After connecting your IndiaMART account, save the connection and click on ‘Save and Send Test Request’. This will allow Pabbly Connect to capture the latest lead from your IndiaMART account. You will see details like sender’s name, mobile number, and email address.

Make sure to check the captured details to ensure everything is correct. This data is essential as it will be used to create a new contact in Keap. You will also need to map these details in the next steps.

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4. Creating a Contact in Keap Using Pabbly Connect

Now that you have the lead details captured, it’s time to create a contact in Keap. Select ‘Keap CRM’ as your action application and choose the action event ‘Create or Update Contact’. Click on ‘Connect’ to link your Keap account.

Upon successful connection, you will need to map the details from the previous step into the fields required by Keap. For example, map the email to the email field and use the text formatter in Pabbly Connect to split the full name into first and last names.

• Map the email address from the IndiaMART lead.
• Use the text formatter to split the full name into first and last names.
• Fill in any additional required fields as necessary.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to create the contact in Keap. You should receive a positive response indicating that the contact has been successfully added.

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5. Conclusion

In this tutorial, we demonstrated how to create a Keap contact from an IndiaMART lead using Pabbly Connect. This integration automates the process of capturing leads and adding them to your CRM, streamlining your workflow.

By following the steps outlined, you can easily set up this integration and enhance your lead management process. Utilizing Pabbly Connect allows for seamless automation between IndiaMART and Keap, ensuring you never miss a lead.

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In conclusion, using Pabbly Connect to integrate IndiaMART with Keap simplifies the process of managing leads and contacts effectively.

Learn how to automate sending product quotations to IndiaMART leads via Gmail with Pabbly Connect. Follow our step-by-step guide for seamless integration. 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 send product quotations to IndiaMART leads via Gmail, first, you 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 free and receive 100 free tasks each month.

Once signed in, you will see the Pabbly Connect dashboard. Click on the button labeled ‘Access Now’ to enter the Pabbly Connect interface. From there, you can begin creating your automation workflow.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner. A pop-up will appear asking for a workflow name. Name it something relevant, such as ‘IndiaM Automation’.

• Choose a folder for your workflow.
• Select the desired folder from the dropdown menu.
• Click ‘Create’ to finalize the workflow setup.

Your workflow is now created and ready for configuration. You will see two sections: one for the trigger and another for the action, which are essential for your automation process.

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3. Setting Up Trigger in Pabbly Connect

To start the automation, you need to set up a trigger in Pabbly Connect. Click on the trigger application option and select ‘IndiaMART’. Then, choose the trigger event as ‘New Leads’. This means that every time a new lead is generated, Pabbly Connect will capture this event.

Next, you will need to connect your IndiaMART account by entering the CRM API key. To find this key, log in to your IndiaMART account, navigate to ‘Settings’, then ‘Account Settings’, and finally select ‘CRM API’. If you haven’t generated a key, click on ‘Generate Key’. Copy this key and paste it into Pabbly Connect, then click ‘Save’.

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4. Configuring Action Step to Send Email via Gmail

After setting up the trigger, it’s time to configure the action step in Pabbly Connect. Click on the action application option and choose ‘Gmail’. For the action event, select ‘Send Email’. You will now connect your Gmail account by clicking ‘Connect’ and granting the necessary permissions.

• Map the recipient email address from the previous response.
• Enter the sender’s name, email subject, and email content.
• Provide the file name and attachment link from Google Drive.

After filling in all the details, click ‘Save and Send Test Request’ to test your setup. If successful, you should receive a confirmation response indicating that the email was sent.

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5. Verifying Email Delivery

Once you have configured the action step, it’s crucial to verify that the email has been sent successfully. Open your Gmail account and check for a new email that includes the product quotation. The email should contain all the details you mapped in the previous steps.

If the email appears correctly with the attached quotation, your automation using Pabbly Connect is successful. This integration allows you to automatically send product quotations to leads generated through IndiaMART, streamlining your communication process.

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Conclusion

In this guide, we explored how to send product quotations to IndiaMART leads via Gmail using Pabbly Connect. By following the steps outlined, you can automate your workflow and enhance your business efficiency.

Learn how to automate the addition of Razorpay payment details to MySQL using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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 Razorpay and MySQL Integration

To start integrating Razorpay payment details into MySQL, you need to access Pabbly Connect. This platform allows you to automate workflows without coding. First, open a new tab and search for Pabbly Connect.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up for free. If you are new, click on the ‘Sign up for free’ button. After signing up, you will have access to 100 tasks free every month. If you already have an account, simply sign in to proceed.

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2. Creating a New Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to start a new project. You will need to name your workflow; for this tutorial, name it ‘Add Razorpay Payment Details in MySQL’. using Pabbly Connect

• Select the folder where you want to save your workflow.
• Click on ‘Create’ to set up your workflow.

Once created, you will see two boxes labeled Trigger and Action. The trigger indicates when the automation will start, and the action is what will happen as a result. Select Razorpay as your trigger application and set the trigger event to ‘Payment Captured’.

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3. Connecting Razorpay to Pabbly Connect

To connect Razorpay with Pabbly Connect, you will need a webhook URL. This URL acts as a bridge between Razorpay and Pabbly Connect. Click on the ‘Webhook URL’ to copy it.

Next, log in to your Razorpay account and navigate to the ‘Account and Settings’ section. Here, find the option for webhooks and click on ‘Add Webhook’. Paste the copied webhook URL into the designated field and set the active event to ‘Payment Captured’. After filling in these details, click on ‘Create Webhook’ to finalize the connection.

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4. Testing the Integration with a Sample Payment

After setting up the webhook, return to Pabbly Connect. The system will show that it is waiting for a webhook response. To test this, create a sample payment in Razorpay. Use the payment page for your product, fill in the required customer details, and click ‘Pay’.

• Enter customer details such as first name, last name, email, and mobile number.
• Provide a test card number and other payment details.
• Submit the payment and ensure it is successful.

Once the payment is successful, go back to Pabbly Connect. You should now see the payment details captured in the response section, including customer name, email, payment ID, and amount.

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5. Adding Razorpay Payment Details to MySQL

To store the captured payment details in MySQL, you need to set up the action step in Pabbly Connect. Choose MySQL as your action application and select the action event ‘Insert Row’. Connect your MySQL database to Pabbly Connect by entering your database details.

Once connected, select the table where you want to store the payment details. Map the necessary fields such as first name, last name, payment ID, phone number, amount, email, and product from the Razorpay response. After mapping all required fields, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that the details have been added to your MySQL database.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the addition of Razorpay payment details into MySQL. By following these steps, you can efficiently manage your payment records without manual entry. This integration allows for seamless automation and ensures that your database is always up-to-date with the latest payment information.

Learn how to integrate LinkedIn Leads with Agile CRM using Pabbly Connect. Follow our step-by-step guide to automate contact creation effortlessly. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create Agile CRM contacts from LinkedIn Leads, you first need to access Pabbly Connect. Begin by entering the URL in your browser to reach the Pabbly Connect homepage.

Once on the homepage, you have two options: sign in if you already have an account or sign up for free. Existing users can click on the ‘Sign In’ button, while new users can opt for ‘Sign Up for Free’ to start their journey with 100 free tasks each month.

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2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard. Here, look for the ‘Create Workflow’ button located in the right-hand corner. Click on it to initiate the process of creating a new workflow.

• Give your workflow a name, such as ‘Create Agile CRM Contacts from LinkedIn Leads’.
• This name will help you identify the workflow later.

After naming your workflow, you will see the trigger and action setup. The trigger is essential as it dictates when the workflow will activate, and in this case, it will be based on LinkedIn Leads.

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3. Setting Up the Trigger for LinkedIn Leads

In this step, you will configure the trigger for your workflow on Pabbly Connect. Search for the LinkedIn application in the trigger window to set it up. Select the appropriate trigger event that corresponds to capturing leads.

• Choose the lead generation form you want to use.
• Ensure that you have set up the LinkedIn Leads form correctly in your LinkedIn account.

Once you have configured the trigger settings, send a test response to ensure that Pabbly Connect can successfully receive the data from LinkedIn. This will confirm that your connection is functional and ready for the next steps.

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4. Connecting Agile CRM to Pabbly Connect

After successfully setting up the trigger, it’s time to connect Agile CRM. In Pabbly Connect, select Agile CRM as your action application. You will need to enter your Agile CRM login email and API key to establish the connection.

To find your API key, go to your Agile CRM account, navigate to Admin Settings, and then Developers & API. Copy the API key and paste it into Pabbly Connect. This step is crucial for the integration to work seamlessly.

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5. Mapping Fields from LinkedIn to Agile CRM

Now that both applications are connected, you need to map the fields from LinkedIn Leads to Agile CRM. This is done by matching the data received from LinkedIn with the fields in Agile CRM.

Map the email address, phone number, and company name accordingly. Ensure that each field is correctly matched to avoid data discrepancies.

After mapping the fields, save the settings and send a test request to confirm that a new contact is created in Agile CRM based on the LinkedIn lead. This will finalize your integration process using Pabbly Connect.

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Conclusion

By following this tutorial, you have successfully learned how to create Agile CRM contacts from LinkedIn Leads using Pabbly Connect. This integration automates the process, saving you time and effort.