Author: Rajpal Tomar

Learn how to integrate IndiaMART leads into Keap using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. 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 a Keap contact from an IndiaMART lead, we will use Pabbly Connect. Start by visiting the Pabbly Connect landing page by searching for it in your browser. You will find options to sign up or sign in.

If you are a new user, click on ‘Sign up for free’ to receive 100 tasks free every month. Existing users should click on ‘Sign in’ to access their dashboard. Once logged in, navigate to the Pabbly Connect application as we will be integrating IndiaMART and Keap through it.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to begin. You will be prompted to name your workflow. Name it something like ‘IndiaMART Automation’ and choose a folder to save it in.

• Click on ‘Create’ to proceed to the workflow window.
• This window is where you will set up your trigger and action.
• Select ‘IndiaMART’ as the trigger application.

In the trigger event, choose ‘New Leads’ to initiate the workflow when a new lead is captured in your IndiaMART account. Click on ‘Connect’ to link your IndiaMART account with Pabbly Connect.

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3. Setting Up IndiaMART Connection

To connect IndiaMART with Pabbly Connect, select ‘Add a new connection’. You will need to input your CRM key from your IndiaMART account. To find this key, log into your IndiaMART account and navigate to ‘Settings’, then ‘Account Settings’.

Under ‘CRM API’, you can generate or copy your API key. Paste this key into the connection field in Pabbly Connect. Click on ‘Save’ to establish the connection. Once connected, click on ‘Save and Send Test Request’ to capture the latest lead from your IndiaMART account.

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4. Action Step: Creating a Keap Contact

Now that we have set up the trigger, it’s time to create a contact in Keap using Pabbly Connect. For the action application, select ‘Keap’ and choose ‘Create or Update a Contact’ as the action event. Again, click on ‘Connect’ to link your Keap account.

• If prompted, allow permissions for Pabbly Connect to access your Keap account.
• Map the details from the IndiaMART lead to the corresponding fields in Keap.
• Ensure that you fill only the required fields to create a contact.

After mapping the details, click on ‘Save and Send Test Request’ to finalize the action. This will add the new contact to your Keap account.

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5. Conclusion: Successful Integration with Pabbly Connect

By following these steps, we successfully created a Keap contact from an IndiaMART lead using Pabbly Connect. This automation allows for efficient lead management and ensures that every new lead from IndiaMART is captured in your Keap CRM seamlessly.

Utilizing Pabbly Connect streamlines the process of integrating these two powerful applications, making your workflow much more efficient. If you have any questions regarding this integration, feel free to reach out for support.

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Learn how to create Agile CRM contacts from LinkedIn leads using Pabbly Connect. This detailed tutorial guides you through the integration process step-by-step. 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 Agile CRM contacts from LinkedIn leads, first, access Pabbly Connect. You can do this by typing ‘Pabbly.com/connect’ into your browser. This platform will serve as the central hub for your integration process.

Once on the Pabbly Connect homepage, you have two options: sign in if you already have an account or click on the ‘Sign Up for Free’ button to create a new account. As an existing user, I will sign in now to proceed to the dashboard.

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2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the Pabbly Connect dashboard. To create a new workflow, click on the ‘Create Workflow’ button located in the upper right corner. You will be prompted to name your workflow; I will name it ‘Create Agile CRM Contacts from LinkedIn Leads’. using Pabbly Connect

• Click on the ‘Create Workflow’ button.
• Enter a name for your workflow.
• Proceed to set up the trigger and action applications.

Now, you will see a window that consists of trigger and action options. Select ‘LinkedIn’ as your trigger application. This will allow Pabbly Connect to monitor your LinkedIn leads and create corresponding contacts in Agile CRM.

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3. Setting Up the LinkedIn Trigger

To set up the trigger, choose the ‘New Lead’ event from LinkedIn. This event will activate every time a new lead is generated. After selecting the trigger event, you will need to connect your LinkedIn account to Pabbly Connect. using Pabbly Connect

Follow the prompts to authorize Pabbly Connect to access your LinkedIn account. Ensure that you have the correct permissions to allow data transfer. After connecting, select the lead form you want to use for this integration.

• Choose ‘New Lead’ as the trigger event.
• Connect your LinkedIn account to Pabbly Connect.
• Select the appropriate lead form for the integration.

Once you have set up the trigger, Pabbly Connect will check for new leads every 10 minutes. This polling mechanism ensures that you receive timely updates from LinkedIn.

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4. Creating Contacts in Agile CRM

After successfully setting up the LinkedIn trigger, it’s time to create contacts in Agile CRM using Pabbly Connect. For this, you will need to choose Agile CRM as your action application. Select the ‘Create Contact’ action event to proceed.

Next, connect your Agile CRM account by entering your login email and API key. You can find your API key in the Agile CRM settings under the ‘Developers and API’ section. Copy this key and paste it into Pabbly Connect to establish the connection.

Select Agile CRM as the action application. Choose ‘Create Contact’ as the action event. Enter your Agile CRM login email and API key.

Once connected, map the fields from the LinkedIn lead data to the corresponding fields in Agile CRM. This mapping ensures that the correct information is transferred, such as the lead’s name, email, and phone number.

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5. Testing the Integration

With the mapping completed, it’s essential to test the integration to ensure everything is working correctly. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will send a test lead from LinkedIn to Agile CRM.

After sending the test request, check your Agile CRM account under the contacts section. You should see the new contact created successfully, reflecting the details from the LinkedIn lead. This confirms that your integration using Pabbly Connect is functioning as intended.

Click on ‘Save and Send Test Request’ to initiate the test. Verify the new contact in your Agile CRM account. Ensure all details are accurately transferred from LinkedIn.

Once confirmed, your integration is complete, and you can start capturing leads from LinkedIn directly into Agile CRM using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to create Agile CRM contacts from LinkedIn leads using Pabbly Connect. By following the steps outlined, you can automate your lead management process effectively. This integration saves time and enhances productivity.

Learn how to integrate MySQL with Google Sheets using Pabbly Connect for seamless data import. Follow our step-by-step tutorial to automate your workflow. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for MySQL and Google Sheets Integration

To begin the process of importing MySQL data into Google Sheets, you will need to access Pabbly Connect. This platform serves as the central hub for automating your workflow without any coding skills. Start by visiting the Pabbly Connect website and signing up or logging in to your account.

Once you are logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow specifically for integrating MySQL with Google Sheets. Click on the ‘Create Workflow’ button to initiate the setup process.

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2. Setting Up Your Workflow in Pabbly Connect

In this section, you will set up the workflow that automates the data import from MySQL to Google Sheets. After clicking ‘Create Workflow’, you will need to name your workflow, such as ‘Import MySQL Data into Google Sheets’. Select the appropriate folder to save your workflow. using Pabbly Connect

• Name your workflow based on its function.
• Choose the folder where you want to save the workflow.
• Click on ‘Create’ to proceed to the next step.

After naming your workflow, you will see two main sections: Trigger and Action. The Trigger will initiate the workflow, while the Action will define what happens when the Trigger is activated. For this integration, you will set the Trigger to ‘Schedule by Pabbly’ to run your workflow once.

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3. Configuring the Trigger in Pabbly Connect

To configure the Trigger, select ‘Schedule by Pabbly’ and set it to run once. You will need to specify the exact date and time for the workflow to execute. For example, set it to run on April 1, 2024, at 12:00 PM. using Pabbly Connect

After setting the date and time, click on the ‘Save’ button. This configuration ensures that your workflow will execute at the specified time, allowing for the automated import of MySQL data into Google Sheets. Make sure to double-check the date and time settings to avoid any errors.

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4. Setting Up the Action to Import Data from MySQL

Now that your Trigger is configured, it’s time to set up the Action. In the Action step, select ‘MySQL’ as your application and choose ‘Custom Query’ as the action event. This will allow you to retrieve data from your MySQL database. using Pabbly Connect

• Select ‘MySQL’ as the action application.
• Choose ‘Custom Query’ for the action event.
• Connect your MySQL database to Pabbly Connect by entering the required credentials.

Fill in the details such as database username, password, host, database name, and port. Once you have entered all the required information, click on ‘Save’ to establish the connection. This connection allows Pabbly Connect to access your MySQL database and retrieve the data you want to import into Google Sheets.

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5. Mapping MySQL Data to Google Sheets

With the MySQL connection established, you can now map the data to Google Sheets. Select ‘Google Sheets’ as your action application and choose ‘Add New Row’ as the action event. This will allow you to add the imported data from MySQL into your Google Sheets spreadsheet.

After connecting Google Sheets, you will need to select the spreadsheet where you want to import the data. Map the fields from your MySQL database to the corresponding columns in Google Sheets, such as ID, first name, last name, phone number, and email address. Once the mapping is complete, click on ‘Save and Send Test Request’ to verify the integration.

Upon successful mapping, you will see a response indicating that the data has been added to your Google Sheets. This confirms that the integration between MySQL and Google Sheets via Pabbly Connect is functioning correctly, allowing for seamless data import whenever the workflow is triggered.

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Conclusion

In this tutorial, we demonstrated how to integrate MySQL with Google Sheets using Pabbly Connect. By following the steps outlined, you can automate the import of MySQL data into Google Sheets effortlessly. This integration streamlines your workflow and enhances productivity by allowing for real-time data updates.

Learn how to integrate Google Ads with AWeber using Pabbly Connect to automatically create subscribers from new leads. Follow this detailed tutorial for step-by-step guidance.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create an AWeber subscriber from Google Ads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and sign in or sign up for a free account. Once logged in, you can access the dashboard where all applications are listed.

Click on the Pabbly Connect option to begin the integration process. This platform allows you to automate tasks between Google Ads and AWeber seamlessly. You will need to create a new workflow for this integration.

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2. Creating a New Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow something relevant, like ‘Create AWeber Subscriber from Google Ads.’ Choose a folder to save the workflow for better organization.

• Open the Pabbly Connect dashboard.
• Click on ‘Create Workflow’.
• Name your workflow.
• Select a folder for organization.

After naming the workflow, you will be directed to the main workflow window where the trigger and action applications will be set up. Here, you will select Google Ads as your trigger application.

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3. Setting Up Google Ads Trigger in Pabbly Connect

In this step, you will set Google Ads as the trigger application in Pabbly Connect. Search for Google Ads and select it. Choose the trigger event as ‘New Lead Form Entry’ to ensure that every time a new lead form is submitted, it triggers the workflow.

To connect your Google Ads account, you will need to copy the provided webhook URL from Pabbly Connect and paste it into the lead delivery options in your Google Ads account. This step is crucial for capturing lead data.

• Select Google Ads as the trigger application.
• Choose ‘New Lead Form Entry’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Paste the URL into Google Ads lead delivery options.

After pasting the URL, send a test request to confirm that Pabbly Connect has successfully captured the lead information. You should see the lead details reflecting in your Pabbly Connect workflow.

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4. Configuring AWeber Action in Pabbly Connect

Once the Google Ads trigger is set, you will now configure the action application, which is AWeber, in Pabbly Connect. Select AWeber as the action app and choose the action event as ‘Add or Update Subscriber’. This will ensure that new leads are automatically added as subscribers in AWeber.

You will then need to connect your AWeber account with Pabbly Connect. Click on the connect button and provide the necessary permissions to allow Pabbly Connect to manage your AWeber subscribers. After successfully connecting, you will be able to map the lead data captured from Google Ads into AWeber fields.

Select AWeber as the action application. Choose ‘Add or Update Subscriber’ as the action event. Connect your AWeber account to Pabbly Connect. Map lead data to AWeber fields.

Mapping will include fields like full name, email, and phone number. This mapping allows the lead information to dynamically update each time a new lead is received from Google Ads.

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5. Testing and Finalizing the Integration

After configuring the action step, you will test the integration to ensure everything works correctly. In Pabbly Connect, click on ‘Save and Send Test Request’ to send the mapped data to AWeber. Ensure you use a valid email address to avoid any errors.

Once the test is successful, you will receive a confirmation that the subscriber has been added to AWeber. You can verify this by checking your AWeber account under the subscribers’ section. If the details appear correctly, your integration is complete and functioning as intended.

To summarize, the integration process between Google Ads and AWeber using Pabbly Connect allows for seamless automation of subscriber creation from leads. This setup saves time and ensures that no leads are missed in your marketing campaigns.

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Conclusion

This tutorial demonstrated how to create an AWeber subscriber from Google Ads using Pabbly Connect. By following the detailed steps, you can automate your lead generation process effectively. Integrating these applications enhances your marketing efforts significantly.

Learn how to integrate Xperiencify and ThriveCart using Pabbly Connect to automate course enrollment and send confirmation emails. 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 start using Pabbly Connect for integrating Xperiencify and ThriveCart, first, visit the Pabbly Connect website. If you’re a new user, you can sign up for a free account, which gives you 100 free tasks every month.

Once logged in, navigate to the dashboard. Here, you can create a new folder by clicking the folder icon. Name it ‘ThriveCart to Xperiencify’ for easy reference. After creating the folder, select the ‘Create Workflow’ option to set up your automation.

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2. Setting Up the Trigger Event in Pabbly Connect

The next step is to set up the trigger event in Pabbly Connect. Click on the workflow you created and select ThriveCart as the trigger application. Choose the trigger event as ‘Product Purchase’ which will initiate the workflow when a product is purchased.

• Select ‘Add New Connection’ to connect your ThriveCart account.
• Enter the API key from your ThriveCart account settings.
• Choose the product you want to track, setting the status to ‘Test Mode’.

After saving the connection, make a test purchase on ThriveCart to capture the response. This is crucial for ensuring that your workflow is correctly set up to receive data from ThriveCart.

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3. Adding Student to Xperiencify with Pabbly Connect

Now that the trigger is set, the next step is to add the student to Xperiencify using Pabbly Connect. Select Xperiencify as the action application and choose the action event ‘Add Student to a Course’. This will allow you to enroll the student automatically based on the ThriveCart purchase.

To connect Xperiencify, you will need the API key from your Xperiencify account. Navigate to your account settings and find the API key under the advanced settings. Paste this key into Pabbly Connect to establish the connection.

• Map the email address from the ThriveCart response to the student email field.
• Enter the course ID, which can be found in the URL of your course edit page.

Once you have completed these steps, save and send a test request to ensure the student is successfully added to the course.

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4. Sending Confirmation Email via Gmail

The final step in this process is to send a confirmation email to the student using Gmail through Pabbly Connect. Add a new action step and select Gmail as the application. Choose the action event ‘Send Email’ to configure the email settings.

Connect your Gmail account by selecting ‘Add New Connection’. Authorize Pabbly Connect to access your Gmail account. Once connected, enter the recipient’s email address, which will be the student’s email from the previous step.

Set the email subject to ‘Course Registration Confirmation’. Compose the email content in HTML format to include relevant course details.

After completing the email setup, save and send a test request to ensure that the email is sent successfully to the student.

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5. Summary of the Workflow Setup

In summary, we have successfully set up a workflow in Pabbly Connect to automate the process of adding a student to a course in Xperiencify and sending a confirmation email upon a ThriveCart purchase. The workflow consists of a trigger from ThriveCart and actions to add the student in Xperiencify and send an email via Gmail.

This integration allows for seamless enrollment and communication, improving the experience for both the educator and the student. By following these steps, you can set up similar automations for your courses.

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Conclusion

Using Pabbly Connect, you can efficiently integrate Xperiencify and ThriveCart to automate student enrollment and email notifications. This setup enhances the learning experience by ensuring timely communication and streamlined processes.

Learn how to automate WhatsApp messages to your nutritional brand’s Facebook leads using Pabbly Connect. Follow this 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.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send WhatsApp messages to your nutritional brand’s Facebook leads, start by accessing Pabbly Connect. This platform allows you to seamlessly connect various applications, including Facebook Leads and WhatsApp Cloud API.

First, navigate to Pabbly Connect’s website. If you are an existing user, click on ‘Sign In’. If you are new, click ‘Sign Up Free’ to create an account, which takes less than two minutes and offers 100 free tasks per month. Once logged in, you will reach the Pabbly Connect dashboard, where you can create your integration workflow.

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2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard of Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for example, you can name it ‘Send WhatsApp Message to Nutritional Brand’s Facebook Leads’.

• Click on ‘Create’ to finalize your workflow name.
• You will then see options for setting up a trigger and action.

In this case, your trigger application will be Facebook Lead Ads, and your action application will be WhatsApp Cloud API. This setup will allow Pabbly Connect to automate the process of sending messages whenever a new lead is generated.

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3. Setting Up Facebook Lead Ads as Trigger

To configure the trigger, select ‘Facebook Lead Ads’ as your trigger application in Pabbly Connect. Next, choose the trigger event labeled ‘New Lead Instant’. This event activates when a new lead is submitted through your specified lead form associated with your Facebook page.

Click on ‘Connect’ to link your Facebook Lead Ads account with Pabbly Connect. You will need to add a new connection by selecting your Facebook account and ensuring you have the correct permissions set to manage your page.

• Select your Facebook page, e.g., ‘Nutrition Nirvana’.
• Choose the lead form you want to use, ensuring it is live for data collection.

Once this is set up, click on ‘Save and Send Test Request’ to confirm that the trigger is functioning correctly. You will need to generate a sample submission from your lead form to test the integration.

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4. Configuring WhatsApp Cloud API as Action

After successfully setting up the trigger, it’s time to configure the action using WhatsApp Cloud API in Pabbly Connect. Select ‘WhatsApp Cloud API’ as your action application and choose the action event you want to execute, such as ‘Send Template Message’.

Next, connect your WhatsApp Cloud API account with Pabbly Connect by entering the required details: temporary access token, phone number ID, and WhatsApp business account ID. These details can be found in your WhatsApp Cloud API account under the API setup section.

Enter the template message you wish to send, which can include dynamic variables. Map the recipient’s mobile number and ensure to include the country code without the plus sign.

After filling in these details, click on ‘Save and Send Test Request’. If everything is set up correctly, you should receive a WhatsApp message confirming the successful integration.

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5. Testing and Verifying the Integration

The final step is to test the integration to ensure that the WhatsApp messages are sent correctly to your Facebook leads. Go back to the Facebook Lead Ads testing tool and create a new test lead by submitting the lead form again.

Once the new lead is generated, check your WhatsApp account for the message. If you receive the message, it confirms that Pabbly Connect has successfully automated the process of sending WhatsApp messages to your leads. You can now delete the previous test lead if necessary and repeat the process for additional testing.

This integration not only streamlines your communication with potential customers but also enhances your marketing efforts by ensuring timely responses to leads.

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Conclusion

In summary, using Pabbly Connect to send WhatsApp messages to your nutritional brand’s Facebook leads automates your communication process. By following these steps, you can ensure that every lead receives prompt attention, enhancing customer engagement and satisfaction.

Learn how to automate WhatsApp messages to Salesmate contacts using Pabbly Connect. Follow this 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. Accessing Pabbly Connect for WhatsApp Integration

To send WhatsApp messages to Salesmate contacts, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage at the specified URL. If you’re a new user, click on the ‘Sign Up Free’ option to create your account, which gives access to free tasks each month.

If you already have an account, simply click on ‘Sign In’ to log in. After logging in, you’ll be directed to the Pabbly Connect dashboard, where you can create workflows to automate your processes.

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2. Creating a Workflow in Pabbly Connect

Once you’re in the Pabbly Connect dashboard, you can create a new workflow for sending WhatsApp messages. Click on the ‘Create Workflow’ button located at the top right corner. In the dialog box that appears, name your workflow (for example, ‘Send WhatsApp Message to Salesmate Contact’) and select your desired folder.

• Click on ‘Create’ to initiate your workflow.
• Choose your trigger application as Salesmate and trigger event as New Contact.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will use it to connect your Salesmate account with Pabbly Connect. This setup is crucial for automating the WhatsApp messaging process.

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3. Setting Up Salesmate for Integration

To connect your Salesmate account to Pabbly Connect, log into your Salesmate account and navigate to your profile. Click on ‘Setup’, then select ‘Automation’ followed by ‘Workflow Management’. Here, you can create a new rule for sending WhatsApp messages.

• Name your rule (e.g., ‘WhatsApp Message’).
• Select ‘Create’ under Execute On to trigger the rule when a new contact is created.
• Skip any additional conditions and proceed to actions.

In the actions section, choose ‘Call Webhooks’ and provide a name for your webhook. Set the method to POST and paste the copied webhook URL from Pabbly Connect. This step ensures that whenever a new contact is added, the webhook will notify Pabbly Connect.

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4. Configuring WhatsApp Cloud API in Pabbly Connect

Next, you need to set up the action application in Pabbly Connect. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as your action event. Click on ‘Connect’ to establish a new connection.

To connect, you will need to input your WhatsApp Cloud API details, including the temporary access token, phone number ID, and WhatsApp business account ID. These details can be obtained from your WhatsApp Cloud API setup in the Meta for Developers platform.

Copy the temporary access token and paste it into Pabbly Connect. Enter the phone number ID and WhatsApp business account ID. Select the desired message template you created in WhatsApp Cloud API.

By completing this configuration, Pabbly Connect will be able to send WhatsApp messages using the specified template whenever a new contact is created in Salesmate.

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5. Testing the Integration

After setting up everything, it’s time to test your integration. Go back to your Salesmate account and submit a new contact form with dummy data. Ensure that you fill in the first name, last name, email, and phone number fields accurately.

Once submitted, return to Pabbly Connect to check if the webhook received the response. If successful, you should see the details of the new contact. Next, test the WhatsApp message by clicking on ‘Save and Send Test Request’ in Pabbly Connect.

Confirm that the message status is accepted. Check your WhatsApp for the received message. Repeat the process with different contact details to ensure reliability.

With this final step, you have successfully integrated WhatsApp with Salesmate using Pabbly Connect. The automation will now work seamlessly for every new contact created.

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Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages to Salesmate contacts using Pabbly Connect. By following the precise steps outlined, you can ensure effective communication with your contacts through WhatsApp, enhancing your engagement and customer service.

Learn how to automate the creation of Monday.com items from Google Ads leads using Pabbly Connect. Follow this 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.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create Monday.com items from Google Ads leads, we need to use Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are new, you can sign up for free and get 100 tasks every month.

After logging in, you will see the Pabbly Connect dashboard. Here, click on the ‘Access Now’ button for Pabbly Connect. This will take you to the dashboard where you can create a new workflow for your automation process.

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2. Creating a Workflow in Pabbly Connect

In this step, we will create a workflow in Pabbly Connect to automate the process. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. You will be prompted to name your workflow; for this example, name it ‘Create Monday.com Items from Google Ads Leads’.

• Select a specific folder for saving your workflow.
• Click on the ‘Create’ button to finalize the workflow creation.

Once the workflow is created, you will see two windows: one for the trigger and another for the action. The trigger will be set as Google Ads and the action will be set as Monday.com. This is where the automation magic happens.

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3. Setting Up the Trigger in Pabbly Connect

For the trigger, select Google Ads as your application in Pabbly Connect. The trigger event will be ‘New Lead Form Entry’. This means that every time a new lead is generated through Google Ads, it will trigger the automation.

After selecting the trigger application and event, Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as it will be used to connect Google Ads with Pabbly Connect. Follow the steps provided to set up the webhook in your Google Ads account.

• Navigate to your Google Ads account and select the lead form.
• Paste the copied webhook URL into the lead delivery options.

Once the connection is established, you can test it by sending test data from Google Ads to ensure everything is working correctly. This step is crucial for confirming that data is flowing into Pabbly Connect.

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4. Setting Up the Action in Pabbly Connect

Now that the trigger is configured, the next step is to set up the action in Pabbly Connect. Choose Monday.com as your action application and select ‘Create Item’ as the action event. This action will create a new item in your Monday.com account whenever a new lead is generated.

To connect Monday.com with Pabbly Connect, click on the connect button and add a new connection. You will need to provide your Monday.com API token, which can be found in your Monday.com account under the administration settings.

Copy the API token from Monday.com and paste it into Pabbly Connect. Select the board ID and group name where the new item will be added.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to create a test item in Monday.com. This confirms that the integration is successful and that leads from Google Ads are being added as items in your Monday.com board.

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5. Conclusion: Automating Your Workflow with Pabbly Connect

In summary, we have successfully set up an automation process using Pabbly Connect to create Monday.com items from Google Ads leads. By following the steps outlined in this tutorial, you can automate your workflow and ensure that every new lead is captured in your project management tool.

This integration not only saves time but also helps in maintaining organized records of leads generated through Google Ads. With Pabbly Connect, you can expand your automation capabilities to other applications as well, enhancing your productivity significantly.

Learn how to automate your CopeCart payments by creating ConvertKit subscribers using Pabbly Connect in this detailed tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for CopeCart Automation

Setting up Pabbly Connect is crucial for automating the process of creating ConvertKit subscribers when payments are received via CopeCart. To start, navigate to the Pabbly Connect homepage and either sign in or create a new account. Once logged in, you will have access to the dashboard where you can manage your workflows.

To initiate the automation, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this example, name it ‘Create ConvertKit Subscriber for CopeCart Payment.’ After naming, select the folder where you want to save this workflow and click on ‘Create’ to proceed.

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2. Configuring Trigger for CopeCart Payments

In this step, we focus on configuring the trigger to capture payments from CopeCart. Select CopeCart as your trigger application and choose the trigger event as ‘Instant Payment Notification.’ This event will automatically trigger the workflow whenever a new payment is made.

• Select CopeCart as the trigger application.
• Choose ‘Instant Payment Notification’ as the trigger event.
• Copy the provided webhook URL for integration.

After copying the webhook URL, navigate to your CopeCart account settings. Under the settings, find the option for API and Connections, then click on ‘New Integration.’ Select the integration type as ‘Generic’ and paste the webhook URL you copied from Pabbly Connect into the notification URL field. Save the changes to activate the connection.

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3. Testing the Connection Between CopeCart and Pabbly Connect

With the connection established, it’s time to test if everything is working correctly. Go back to your CopeCart product section and make a test payment. Ensure you use dummy details for the customer, such as a random name, email, and address. using Pabbly Connect

Once the test payment is processed, return to Pabbly Connect. You should see a successful response indicating that the payment has been captured. This response will contain all relevant customer details necessary for creating a subscriber in ConvertKit.

• Make a test payment in CopeCart.
• Check Pabbly Connect for the webhook response.
• Ensure all customer details are captured correctly.

Confirming the successful capture of customer data ensures that the integration between CopeCart and Pabbly Connect is functioning as expected, setting the stage for the next steps.

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4. Adding Subscriber in ConvertKit Using Pabbly Connect

Now that we have verified the connection, the next step is to set up ConvertKit as the action application in Pabbly Connect. Select ConvertKit and choose the action event ‘Add Subscriber to a Form.’ This action will automatically add the customer who made the payment as a subscriber in ConvertKit.

To establish this connection, you will need to provide your ConvertKit API key and API secret. Access your ConvertKit account, navigate to Account Settings, and find the API section to retrieve these details. Paste the API key and secret into the respective fields in Pabbly Connect and save the connection.

Select ConvertKit as the action application. Choose ‘Add Subscriber to a Form’ as the action event. Map the customer details from the CopeCart response.

Mapping involves linking customer details such as name and email from the CopeCart payment response to the respective fields in ConvertKit. This ensures that each new payment results in a new subscriber being created automatically.

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5. Verifying Successful Integration of CopeCart and ConvertKit

After setting up the action in ConvertKit, it’s essential to verify that the integration is successful. Make another test payment through CopeCart, ensuring you use different customer details. Once the payment is processed, check ConvertKit for the new subscriber.

You should find that the new subscriber has been added successfully with the correct details. This confirms that the automation is working flawlessly, allowing you to focus on other aspects of your business while the integration handles your subscriber management.

In summary, this integration between CopeCart and ConvertKit through Pabbly Connect automates the process of adding subscribers without any manual intervention. This saves time and ensures that your customer database is always up-to-date.

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Conclusion

This tutorial has outlined how to create ConvertKit subscribers for CopeCart payments using Pabbly Connect. By automating this process, you can efficiently manage your subscriber list without any manual effort, enhancing your workflow and productivity.

Learn how to extract data from emails and add it to Firebase using Pabbly Connect. This detailed tutorial covers all steps and integrations. 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 Email and Firebase Integration

To start, you need to access Pabbly Connect, which is the central platform for automating the integration between your Gmail and Firebase. Begin by opening a new tab in your browser and searching for ‘Pabbly Connect’. If you’re new, click on ‘Sign Up Free’ to create an account, or log in if you already have one.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for instance, ‘Gmail to Firebase’. This sets up the automation process where incoming emails will be processed and the relevant data sent to Firebase.

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2. Setting Up Gmail Trigger in Pabbly Connect

In this step, we will configure the Gmail trigger to initiate the automation process. Select the ‘Email Parser’ module in the trigger window of Pabbly Connect. This module will allow you to receive emails from a specified address.

• Select the ‘Email Parser’ option from the dropdown.
• Copy the unique email address provided by Pabbly Connect.
• In your Gmail account, go to Settings > See All Settings > Forwarding and POP/IMAP.
• Add the copied email address as a forwarding address.

After adding the forwarding address, verify it by following the confirmation link sent to your Pabbly Connect email. Once verified, refresh your Gmail settings and enable email forwarding to ensure all incoming emails are routed to Pabbly Connect.

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3. Extracting Data from Incoming Emails Using Pabbly Connect

Now that we have set up the email forwarding, the next step is to extract relevant data from the emails. In the action step of Pabbly Connect, use the ‘Text Formatter’ module to parse the email content.

• Choose ‘Text Formatter’ from the action app.
• Select ‘Text Parser’ as the action event.
• Map the body of the email to extract specific details like name, email, mobile number, and company.

For each piece of data, specify the text match criteria. For example, to extract the lead’s name, set the match after ‘Name:’ and before ‘Email:’. Repeat this process for the email address, mobile number, and company name, ensuring that all relevant data is captured correctly.

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4. Adding Extracted Data to Firebase Using Pabbly Connect

With the data extracted, the next step is to add it to Firebase. In Pabbly Connect, add a new action step and select Firebase as the application. Choose the ‘Create Document’ action event to send the extracted data to your Firebase database.

Connect your Firebase account by providing the required credentials, which include the Client ID and Client Secret from your Google Cloud Console. Once connected, select the project and collection (e.g., ‘new leads’) where you want to store the data.

Enter the keys for the data fields: Name, Email, Mobile Number, and Company. Map the extracted values from the previous steps to these keys. Click ‘Save and Send Test Request’ to verify the integration.

Upon successful execution, the data will be added to Firebase, confirming that the integration is working as intended.

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5. Testing the Automation with Pabbly Connect

To ensure everything is functioning correctly, send a test email containing the lead details to your Gmail account. The subject should include the phrase ‘New Lead Generated’ to trigger the automation.

Once the email is sent, check your Pabbly Connect workflow. You should see the email parsed and the data extracted. Refresh your Firebase database to confirm that the new lead’s information has been successfully added.

By following these steps, you can automate the process of extracting data from emails and adding it to Firebase seamlessly using Pabbly Connect. This integration not only saves time but also ensures accuracy in data handling.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to extract data from emails and add it to Firebase. The automation process simplifies data management and enhances efficiency, allowing users to focus on more important tasks.