Author: Rajpal Tomar

Learn how to seamlessly create Vtiger CRM contacts from IndiaMART leads using Pabbly Connect in this step-by-step tutorial. Automate your workflow effortlessly! 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 IndiaMART and Vtiger Integration

To create a Vtiger CRM contact from an IndiaMART lead, we will utilize Pabbly Connect. Begin by visiting the Pabbly Connect website. If you are an existing user, click on ‘Sign In’; otherwise, click on ‘Sign Up Free’ to create an account. Signing up is quick and offers you 100 free tasks each month.

Once logged in, navigate to the dashboard. Here, you can create a new folder for your workflow. Click on the folder icon, name it ‘Automations for IndiaMART’, and then click ‘Create’. After this, click on ‘Create Workflow’ and name it ‘IndiaMART Automation’. Select the folder you just created to keep your workflow organized.

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2. Setting Up the Trigger with IndiaMART

In this step, we will set up the trigger application in Pabbly Connect. Select IndiaMART as your trigger application and choose the trigger event as ‘New Leads’. This event will initiate the workflow whenever a new lead is captured.

• Select ‘New Leads’ as the trigger event.
• Click on ‘Connect’ to establish a connection.
• If you have an existing connection, select it; otherwise, create a new one by entering your CRM API key.

To get your CRM API key, log in to your IndiaMART account, navigate to settings, and find the CRM API section. Copy the API key and paste it into Pabbly Connect. After saving the connection, click on ‘Save and Send Test Request’ to fetch the latest lead details. You should see the response confirming the lead details received from IndiaMART.

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3. Setting Up the Action with Vtiger CRM

Next, we will configure the action application, which is Vtiger CRM, in Pabbly Connect. Select Vtiger as your action application and choose the action event as ‘Create Contact’. This action will create a new contact in your Vtiger CRM whenever a new lead is received.

Click on ‘Connect’ and enter your Vtiger CRM username and access key, which can be found in your Vtiger account under the admin preferences. Also, copy your Vtiger domain URL and paste it into Pabbly Connect. After entering all the required details, click on ‘Save’.

Once the connection is established, you will need to map the fields for the contact details. Enter the first name, last name, email address, and mobile number using the data received from the IndiaMART lead. This mapping process will ensure that the correct information is sent to Vtiger CRM.

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4. Formatting Text for First and Last Name

To split the full name received from IndiaMART into first and last names, we will use a text formatter in Pabbly Connect. Add a new action step by selecting ‘Text Formatter’ and choosing the ‘Split Text’ action event. This will allow us to separate the first and last names.

• Map the full name from the IndiaMART response.
• Set the separator as space.
• Select the segment index to separate both names.

After configuring the text formatter, click on ‘Save and Send Test Request’. You should see a response showing the first name and last name separated successfully. Now, map these names into the corresponding fields in your Vtiger CRM action setup.

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5. Verifying the Integration in Vtiger CRM

Finally, it’s time to verify that the integration works correctly. Go back to your Vtiger CRM account and refresh the page. You should see the new contact created with the details mapped from the IndiaMART lead.

Make sure the first name, last name, email address, and mobile number match the information from the lead. If everything looks good, you have successfully integrated IndiaMART with Vtiger CRM using Pabbly Connect.

By following these steps, you can automate the process of creating contacts in Vtiger CRM from new leads received through IndiaMART, enhancing your workflow efficiency.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to create Vtiger CRM contacts from IndiaMART leads efficiently. Automating this process saves time and improves productivity for your business.

Learn how to easily import MySQL data into Microsoft Excel using Pabbly Connect. Follow this step-by-step tutorial to automate your data integration process. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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1. Accessing Pabbly Connect to Start the Integration

To import MySQL data into Microsoft Excel, the first step is accessing Pabbly Connect. Start by opening a new tab and searching for Pabbly Connect. You will be directed to the landing page where you can sign in or sign up for free.

If you don’t have an account, signing up takes only a few minutes, and you will receive 100 tasks free every month. Once logged in, click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard where you can create workflows.

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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. A window will pop up prompting you to name your workflow. Name it something descriptive, like ‘Import MySQL Data into Microsoft Excel’.

• Select the appropriate folder to save your workflow.
• Click on ‘Create’ to proceed to the workflow setup.

In this setup, you will see two main boxes: Trigger and Action. The Trigger will determine when the workflow is executed, while the Action will define what happens after the trigger. This is where Pabbly Connect facilitates the connection between MySQL and Microsoft Excel.

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3. Setting Up the Trigger Using Schedule by Pabbly

The first part of your workflow is to set up the Trigger using the ‘Schedule by Pabbly’ option. This allows you to schedule your workflow to run automatically. Select the frequency as ‘Once’ and specify the date and time when you want the workflow to execute.

For example, you can set it for April 2, 2024, at 3:15 PM. After entering the date and time, click on ‘Save’ to schedule your workflow. This step is crucial as it ensures that Pabbly Connect triggers the process at the designated time.

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4. Configuring the Action to Fetch Data from MySQL

Next, you need to set up the Action in your workflow. Click on the Action application and select ‘MySQL’. Here, you will choose the action event, which in this case is to run a custom query to retrieve your data. Click on ‘Custom Query’ to proceed.

• Add a new connection by providing your MySQL database details such as username, password, host, database name, and port.
• After entering the details, click ‘Save’ to establish the connection.

Once connected, you will enter a SQL query to fetch the data you want. For instance, use the query ‘SELECT * FROM new_contacts’. This will retrieve all data from your specified table in the MySQL database. After entering the query, toggle off the simple response to work with the data in advanced format, then click ‘Save and Send Test’. This allows Pabbly Connect to process the data correctly.

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5. Importing Data into Microsoft Excel

After successfully fetching the data from MySQL, the final step is to import this data into Microsoft Excel. Set up another Action step in Pabbly Connect and select ‘Microsoft Excel’. Choose the action event as ‘Add Row to Worksheet’. This will allow you to add the fetched data into your Excel workbook.

Connect to your Microsoft Excel account by clicking ‘Add New Connection’ and granting the necessary permissions. Once connected, select the workbook you wish to use, such as ‘Customer Contact Details’. You will then map the columns of your Excel sheet with the data fields received from MySQL, including ID, first name, last name, phone number, and email address.

After mapping the fields, click on ‘Save and Send Test’. If successful, you will see the new row added in your Excel workbook. This confirms that the integration via Pabbly Connect has worked as intended, successfully importing your MySQL data into Microsoft Excel.

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Conclusion

Using Pabbly Connect, you can easily automate the process of importing MySQL data into Microsoft Excel. This step-by-step guide outlines how to set up triggers and actions effectively, ensuring a seamless data integration experience.

Learn how to integrate IndiaMART with Salesforce CRM using Pabbly Connect. Follow this detailed tutorial for seamless automation of lead management. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for IndiaMART Integration

To integrate IndiaMART with Salesforce CRM, you need to access Pabbly Connect. Start by typing ‘Pabbly.com/connect’ in your browser. This platform allows seamless integration between multiple applications.

Once on the homepage, you’ll see options to sign in or sign up. Existing users can click on ‘Sign In’, while new users can click on ‘Sign Up for Free’ to create an account. Pabbly Connect offers 100 free tasks each month for new users.

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2. Creating a Workflow in Pabbly Connect

After signing in, you’ll land on the applications page. Here, click on Pabbly Connect and then on ‘Access’. You will be directed to your dashboard where you can create a new workflow.

• Click on the ‘Create Workflow’ button in the top right corner.
• Name your workflow, for example, ‘ADD IndiaMART Leads to Salesforce’.
• Select a folder to save your workflow, such as ‘IndiaMART Automation’.

After naming and selecting the folder, click ‘Create’. You will now see the trigger and action setup window, which is crucial for automating your workflow.

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3. Setting Up Trigger and Action for Integration

In this step, you will define the trigger and action for your workflow using Pabbly Connect. The trigger application will be IndiaMART, and the action application will be Salesforce CRM.

To set this up, select IndiaMART as your trigger application and choose the event ‘New Leads’. This means that whenever a new lead is captured through IndiaMART, it will trigger the automation process.

• In the action window, search for Salesforce and select it as your action application.
• Choose ‘Create Lead’ as the action event.
• This setup ensures that new leads from IndiaMART are automatically added to Salesforce.

Once your trigger and action are set, you will need to establish a connection between IndiaMART and Pabbly Connect to proceed.

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4. Connecting IndiaMART to Pabbly Connect

To connect IndiaMART with Pabbly Connect, click on the ‘Connect’ button in the trigger window. You will need to input your CRM API key from your IndiaMART account.

To find your API key, navigate to your IndiaMART account settings, then go to ‘Account Settings’ and find the ‘CRM API’. Copy this key and paste it into Pabbly Connect. Click ‘Save’ to establish the connection.

Ensure that the connection is successful by refreshing the fields in Pabbly Connect. Click on ‘Save and Send Test Request’ to verify the connection and receive lead details.

After receiving a positive response, you will have the lead details ready for mapping into Salesforce.

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5. Mapping Lead Details to Salesforce CRM

With the lead details received from IndiaMART, you can now map these details into Salesforce using Pabbly Connect. Click on ‘Connect’ to link your Salesforce account.

Authorize the connection by clicking ‘Allow’ in the Salesforce window. After connecting, you will see fields where you can map the lead details received from IndiaMART.

Map the last name and first name by separating them from the full name received. Fill in the company name, phone number, email, and city from the lead details.

After mapping all necessary fields, select the lead source as ‘Web’ and set the status as ‘Open – Not Contacted’. Click ‘Save and Send Test Request’ to finalize the mapping. You should see the newly created lead in your Salesforce account, confirming the successful integration.

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Conclusion

Integrating IndiaMART with Salesforce CRM using Pabbly Connect streamlines lead management. By following the steps outlined, you can automate the process of adding new leads, enhancing efficiency and productivity.

Learn how to automate sending WhatsApp messages to Facebook leads using Pabbly Connect. Step-by-step tutorial for CA firms. 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 Automation

To send WhatsApp messages to CA firms’ Facebook leads, start by accessing Pabbly Connect. This platform enables seamless integration between Facebook and WhatsApp Cloud API.

Visit the Pabbly Connect homepage by browsing to the URL pa.com/connect. Here, you will find options to sign in or sign up. New users can click on ‘Sign Up Free’ to get 300 tasks every month.

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2. Creating a Workflow in Pabbly Connect

Once signed in, navigate to the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner. This is where you will set up your automation process.

• Name your workflow, for example, ‘FX Facebook Lead Ads to WhatsApp Message’.
• Select a folder for organization, such as ‘Facebook Lead Ads to WhatsApp’.
• Click on ‘Create’ to finalize your workflow setup.

With your workflow created, you can now define the trigger and action. The trigger will be Facebook Lead Ads, and the action will be WhatsApp Cloud API.

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3. Setting Up the Trigger with Facebook Lead Ads

The first step in your workflow is to set up the trigger. In Pabbly Connect, select Facebook Lead Ads as your trigger application, and choose ‘New Lead Instant’ as the trigger event.

To connect your Facebook Lead Ads account, click on ‘Connect’ and select ‘Add New Connection’. Choose your Facebook account and authorize the connection. After successful authorization, select your Facebook page and lead generation form.

• Choose the specific lead form you want to capture leads from.
• Click on ‘Save and Send Test Request’ to test the connection.

Once the test is successful, you will receive a response indicating that the lead data has been captured, confirming that your trigger setup is complete.

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4. Setting Up the Action with WhatsApp Cloud API

After successfully setting the trigger, the next step is to configure the action in Pabbly Connect. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the action event.

To connect your WhatsApp Cloud API account, click on ‘Connect’ and select ‘Add New Connection’. You will need to provide your temporary access token, phone number ID, and WhatsApp Business Account ID. These details can be obtained from your WhatsApp Cloud API setup.

Map the recipient’s mobile number using the data from the Facebook lead. Select your message template, ensuring it contains dynamic variables for personalization.

Once you have filled in all necessary fields, click on ‘Save and Send Test Request’ to verify that your WhatsApp message is sent successfully.

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5. Testing Your Automation Workflow

After setting up both the trigger and action in Pabbly Connect, it’s time to test the entire automation process. You can do this by submitting a new lead through the Facebook lead form.

To test, go back to the lead testing tool in Meta for Developers. Delete any existing test lead to create a new one. Enter the new lead’s details and submit the form.

Check your WhatsApp to confirm you received the automated message. You should see the message reflecting the lead’s name and other personalized details.

This confirms that your automation is functioning correctly, allowing you to efficiently nurture leads through WhatsApp.

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Conclusion

Using Pabbly Connect, you can effortlessly automate sending WhatsApp messages to Facebook leads, enhancing your lead nurturing process. This integration streamlines communication and ensures timely responses to potential clients.

Learn to automate downloading Instagram reels and uploading them to Dropbox using Pabbly Connect. Follow this detailed tutorial 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 Automation

To start the process of downloading Instagram reels automatically and uploading them to Dropbox, you need to access Pabbly Connect. Open a new tab in your browser and type in the URL for Pabbly Connect.

On the Pabbly Connect landing page, you will see options to either sign up for a free account or sign in if you already have one. Click on the ‘Sign Up Free’ button to create your account or ‘Sign In’ if you are an existing user. Once logged in, navigate to the dashboard to begin creating your automation workflow.

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2. Creating Your Automation Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button to set up your automation. Name your workflow something like ‘Instagram Reels to Dropbox’ and select the folder where you want to save this automation. Click ‘Create’ to proceed.

• Choose a trigger app: Instagram for Business.
• Select the trigger event: New Media Posted in My Account.
• Connect your Instagram account by clicking ‘Connect with Instagram for Business’.

Once you have set up the trigger, test it to ensure that Pabbly Connect can receive data from your Instagram account. This step is crucial for the automation to function correctly.

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3. Downloading Instagram Reels Automatically

With your trigger set, the next step is to ensure that whenever a new reel is posted on Instagram, it is downloaded automatically. This is facilitated by Pabbly Connect capturing the media URL of the new post.

To do this, you will need to add an action step that filters the media type. Set the filter condition to check if the media product type equals ‘reels’ so that only reels are processed further. This ensures that other types of media are not uploaded to Dropbox.

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4. Uploading the Downloaded Reel to Dropbox

After filtering, the next action in Pabbly Connect is to upload the downloaded reel to your Dropbox account. Select Dropbox as the action app and choose the action event as ‘Upload File’.

• Connect your Dropbox account by clicking ‘Connect with Dropbox’.
• Map the media URL from the Instagram trigger to the file URL in Dropbox.
• Specify the file name and ensure to include the .mp4 extension.

Once all required fields are filled, test this action to confirm that the reel uploads successfully to your Dropbox folder. This is the final step in automating your workflow.

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5. Testing Your Automation Workflow

After setting up your automation workflow in Pabbly Connect, it’s essential to test it. To do this, create a new reel on your Instagram account and share it.

Wait for approximately 10 minutes, as Pabbly Connect checks for new media every 10 minutes. After this period, go to your Dropbox account to verify if the reel has been uploaded. You should see the new reel with the correct file name and format.

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Conclusion

This tutorial has guided you through using Pabbly Connect to automate the process of downloading Instagram reels and uploading them to Dropbox. By following these steps, you can ensure that your Instagram content is backed up seamlessly.

Learn how to automate leave application management using Jotform, Google Sheets, and Gmail through Pabbly Connect for efficient HR operations. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Leave Management Automation

To start automating leave application forms, you first need to access Pabbly Connect. Visit the Pabbly Connect website and sign in or create a free account. This platform offers a user-friendly interface that simplifies the integration process between various applications.

Once logged in, you can access the dashboard where you can create and manage your workflows. Follow these steps to set up your leave management automation:

• Sign in to your Pabbly Connect account.
• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Automate Leave Application Forms’.

Now that your workflow is created, you can start integrating Jotform, Google Sheets, and Gmail through Pabbly Connect.

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2. Setting Up Jotform as the Trigger Application

In this step, you will set up Jotform as your trigger application in Pabbly Connect. This means that when a leave request form is submitted, it will trigger the workflow. Choose Jotform as the trigger application and select the trigger event as ‘New Response’.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL and integrate it into your Jotform settings. Here’s how to do it:

• Go to your Jotform account and open the leave request form.
• Navigate to the ‘Settings’ section and select ‘Integrations’.
• Search for ‘Webhooks’ and paste the copied URL.

Once you complete the integration, submit a test entry to ensure that the connection between Jotform and Pabbly Connect is successful.

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3. Integrating Google Sheets to Capture Leave Requests

The next step involves integrating Google Sheets with Pabbly Connect. This integration allows you to automatically add new leave requests from Jotform into a designated Google Sheet. Select Google Sheets as your action application and choose ‘Add New Row’ as the action event.

Connect Google Sheets with Pabbly Connect by establishing a new connection or using an existing one. Fill in the necessary fields to map the data from Jotform:

Select the spreadsheet name where you want to save the data. Map the fields such as employee name, email, leave dates, and reason for leave. Ensure all fields correspond to the columns in your Google Sheet.

After mapping the fields, test the integration to confirm that the leave request details are being added to Google Sheets seamlessly through Pabbly Connect.

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4. Setting Up Gmail Notifications for Leave Requests

In this section, you will set up Gmail to send notifications for each leave request received. Select Gmail as your action application in Pabbly Connect and choose ‘Send Email’ as the action event. This will notify HR when a leave request is submitted.

Connect your Gmail account to Pabbly Connect and fill in the required fields. You will need to specify the recipient email, sender name, subject, and body of the email. Here’s how to configure the email:

Enter the recipient email address (HR’s email). Set the email subject, such as ‘Leave Request Notification’. Map the email body to include details from the leave request.

Once all fields are configured, send a test email to verify that notifications are sent correctly through Pabbly Connect.

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5. Finalizing the Workflow for Approval/Rejection Emails

The final step is to set up a workflow that sends approval or rejection emails based on the status selected in Google Sheets. Create a new workflow in Pabbly Connect and select Google Sheets as your trigger application with the event ‘New or Updated Spreadsheet Row’.

Copy the webhook URL provided by Pabbly Connect and set it up in the Google Sheets add-on for Pabbly Connect Webhooks. This will ensure that any updates in the status column trigger the email notifications:

Select the trigger column in Google Sheets that will determine when to send emails. Set up conditions for approval and rejection routes in the workflow. Map the email content to include the status and details of the leave request.

After completing the setup, test the workflow by updating the status in Google Sheets to see if the correct email notifications are sent through Pabbly Connect.

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Conclusion

In this tutorial, you learned how to automate leave management by integrating Jotform, Google Sheets, and Gmail using Pabbly Connect. This process streamlines HR operations by automating leave requests and notifications, enhancing efficiency in managing employee leaves.

Learn how to send WhatsApp messages for CopeCart payments using Pabbly Connect. Follow this detailed 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 Integration

To send WhatsApp messages for CopeCart payments, the first step is accessing Pabbly Connect. You can do this by typing Pabbly.com/connect in your browser. Once on the homepage, you have options to sign in or sign up for free.

If you’re an existing user, simply sign in. New users can register to receive 100 tasks for free each month. After signing in, navigate to the applications page and click on Pabbly Connect to access your dashboard.

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2. Creating a Workflow in Pabbly Connect

Once you’re on your dashboard, it’s time to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the upper right corner. A dialog box will appear for you to name your workflow.

• Name your workflow, for example, ‘Send WhatsApp Messages for CopeCart Payment’.
• Select a folder to save your workflow, such as ‘CopeCart to WhatsApp Automation’.

After naming and saving your workflow, you will arrive at the trigger and action setup window. This is crucial as it determines how your automation will function.

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3. Setting Up Trigger and Action in Pabbly Connect

In the trigger window, search for ‘CopeCart’ as your trigger application. The trigger event you need is ‘Instant Payment Notification’. This event will activate whenever a payment is received in CopeCart.

Next, move to the action window and select ‘WhatsApp Cloud API’ as your action application. The action event should be set to ‘Send Template Message’. This setup allows Pabbly Connect to send WhatsApp messages based on the payment notifications received from CopeCart.

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4. Connecting CopeCart and Pabbly Connect

To establish a connection between CopeCart and Pabbly Connect, a webhook URL is provided. This URL acts as a bridge for integration. Copy the webhook URL from Pabbly Connect and navigate to your CopeCart account.

• Go to Settings in CopeCart and select IP and Connections.
• Choose the ‘New Integration’ option and select ‘Generic’ as the integration type.
• Paste the webhook URL and save the integration.

After saving, make sure to edit your product in CopeCart to link it with the newly created integration for it to function properly.

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5. Sending WhatsApp Messages via Pabbly Connect

Once the connection is established, you can send WhatsApp messages. Go back to Pabbly Connect and set up your WhatsApp Cloud API connection by entering the necessary credentials, including the token and phone number ID.

After successfully connecting, select the template you want to use for the WhatsApp message. You can create a template in the WhatsApp Manager, such as an order confirmation template. Ensure that the template is set up to include dynamic variables to personalize each message.

Finally, map the required fields with the data received from CopeCart, such as customer name and order details. Once everything is set up, click on ‘Save and Send Test Request’ to see if the WhatsApp message is sent successfully to the customer.

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Conclusion

This tutorial has demonstrated how to use Pabbly Connect to send WhatsApp messages for CopeCart payments. By following these steps, you can automate your order confirmations efficiently, enhancing customer communication and satisfaction.

Learn how to automate the transfer of leads from IndiaMART to Google Sheets using Pabbly Connect. Follow our 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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Integrating IndiaMART with Google Sheets Using Pabbly Connect

In this tutorial, we will learn how to seamlessly transfer leads from IndiaMART to Google Sheets using Pabbly Connect. This process automates the addition of new leads, ensuring you never miss an important inquiry. By integrating these two powerful applications, you can streamline your workflow without any coding skills.

To get started, you will need to access Pabbly Connect. Simply visit the Pabbly Connect homepage and sign up for a free account, which provides 100 free tasks per month. This allows you to test the integration between IndiaMART and Google Sheets effectively.

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Creating a Workflow in Pabbly Connect

Once you have logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow something like ‘Add IndiaMART Leads to Google Sheets Automatically’. This name will help you identify the workflow later.

After naming your workflow, you will see two sections: Trigger and Action. The trigger will be IndiaMART, and the action will be Google Sheets. This setup means that whenever a new lead is generated in IndiaMART, the details will automatically be transferred to Google Sheets.

• Select ‘IndiaMART’ as your trigger application.
• Choose ‘New Leads’ as the trigger event.
• Connect your IndiaMART account to Pabbly Connect.

Once the trigger is set up, you can proceed to the action part where you will specify Google Sheets. This will ensure that every new lead captured is logged into your spreadsheet.

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Setting Up the IndiaMART Trigger in Pabbly Connect

To set up your IndiaMART trigger, select the application from the list and choose the event. You will then need to connect your IndiaMART account to Pabbly Connect. This connection allows Pabbly to access your leads automatically.

After establishing the connection, you can test it by clicking on the ‘Save and Send Test Request’ button. This action retrieves the most recent lead data from your IndiaMART account. If successful, you will see the lead details such as name, email, phone number, and inquiry message.

• Ensure that the connection is successful before proceeding.
• Check the retrieved lead data for accuracy.
• Confirm that all necessary details are captured.

Once you have verified that the trigger is working correctly, you can move on to setting up the action in Google Sheets.

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Configuring Google Sheets Action in Pabbly Connect

With your IndiaMART trigger set up, it’s time to configure the action in Google Sheets. Select Google Sheets as your action application and choose the action event as ‘Add New Row’. This option ensures that every new lead will be added as a new entry in your spreadsheet.

Next, you will need to connect your Google Sheets account to Pabbly Connect. Click on ‘Add New Connection’ and sign in with your Google account. Grant the necessary permissions for Pabbly Connect to access your sheets.

Select the spreadsheet where you want to store the leads. Map the necessary fields such as name, email, phone number, and inquiry message. Ensure that each field is mapped correctly to maintain data integrity.

After mapping all the fields, click on the ‘Save and Send Test Request’ button to verify that the data is being added correctly to your Google Sheets. You should see a new row appear with the lead information.

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Conclusion: Seamlessly Transfer Leads with Pabbly Connect

In conclusion, using Pabbly Connect to integrate IndiaMART with Google Sheets allows you to automate the lead transfer process efficiently. By following the steps outlined in this tutorial, you can set up an effective workflow that saves time and reduces manual effort.

Now, whenever a new lead is generated on IndiaMART, it will automatically populate your Google Sheets, allowing you to manage your inquiries effortlessly. This integration not only helps in maintaining organized records but also enhances your business’s operational efficiency.

Learn how to automate the addition of IndiaMART leads to HubSpot CRM contacts using Pabbly Connect. Follow our 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 IndiaMART and HubSpot Integration

To start adding IndiaMART leads to HubSpot CRM as contacts, access Pabbly Connect. Open your browser and search for ‘Pabbly.com/connect’. You will find options to sign up or sign in. If you’re new, click on ‘Sign up for free’ to get started with 100 free tasks each month.

After signing in, you will see all Pabbly applications. Click on ‘Access Now’ for Pabbly Connect. This will direct you to the dashboard where you can create your automation workflow. Click on the ‘Create Workflow’ button to begin setting up the integration.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow to connect IndiaMART and HubSpot. Name your workflow as ‘IndiaMART Automation’ and select the folder where you want to save it. Click on ‘Create’ to open the workflow window.

This window is crucial as it defines the trigger and action for your automation. The trigger represents the event that starts the workflow, while the action is what happens as a result. In this case, the trigger will be IndiaMART and the action will be HubSpot CRM.

• Select ‘IndiaMART’ as the trigger application.
• Choose ‘New Leads’ as the trigger event.
• Click on ‘Connect’ to establish a connection.

After setting up the trigger, you will be prompted to connect your IndiaMART account. Follow the instructions to successfully link your account, allowing Pabbly Connect to capture new leads automatically.

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3. Connecting IndiaMART with Pabbly Connect

To connect IndiaMART, click on ‘Add a New Connection’ and paste the CRM API key from your IndiaMART account. Navigate to your IndiaMART settings, find ‘Account Settings’, and then ‘CRM API’ to copy your API key.

Once you have pasted the key into Pabbly Connect, click ‘Save’. This action will successfully link your IndiaMART account with Pabbly Connect, allowing it to capture the latest lead information.

• Ensure you click ‘Save and Send Test Request’ to test the connection.
• Pabbly Connect will capture the latest lead details from your IndiaMART account.

After testing, you will see the details of the latest lead captured, confirming that the connection between IndiaMART and Pabbly Connect is successful.

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4. Setting Up HubSpot CRM as the Action in Pabbly Connect

Now that you have set up IndiaMART as the trigger, it’s time to configure HubSpot CRM as the action. Search for HubSpot in the action application section and select it.

Choose ‘Create Contact’ as the action event. Click on ‘Connect’ to link your HubSpot account with Pabbly Connect. If you haven’t connected HubSpot yet, you will need to create a new connection.

Select ‘Add a New Connection’ to connect HubSpot. Fill in required details for the contact creation.

Once connected, you will be prompted to fill in contact details. This includes mapping the email, phone number, and other relevant fields from the IndiaMART lead data captured by Pabbly Connect.

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5. Mapping Lead Details to HubSpot CRM

In this final step, you will map the details from the IndiaMART lead to the contact fields in HubSpot. Start by mapping the email address from the previous step’s data.

Next, you will need to split the full name received from IndiaMART into first and last names. Use the Text Formatter by Pabbly Connect to achieve this. Set the separator as a space and map the results accordingly.

Map the first name and last name from the split results. Map the city and state fields as well.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to create a new contact in HubSpot. Upon successful completion, you will see the new contact reflected in your HubSpot CRM, confirming that Pabbly Connect has successfully automated the process.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to seamlessly add IndiaMART leads to HubSpot CRM as contacts. By following the outlined steps, you can automate your lead management process effectively.

Learn how to automate sending product catalogs to IndiaMART leads via WhatsApp using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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. Accessing Pabbly Connect for Automation

To start sending product catalogs to IndiaMART leads via WhatsApp, first, you need to access Pabbly Connect. Visit the Pabbly Connect homepage by browsing to the URL Pabbly.com/connect. If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive 300 tasks every month.

If you are an existing user, just click on ‘Sign In’. After signing in, you will see the dashboard of Pabbly Connect. From here, you can create a new workflow by clicking the ‘Create Workflow’ button located at the top right corner.

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2. Creating a Workflow in Pabbly Connect

In the workflow dialog box, name your workflow. For this tutorial, we will name it ‘IndiaMART Automation’. You can also choose a folder for your workflow. Now, click on the ‘Create’ button to proceed. This will allow you to set up your trigger and action.

• Select your trigger application as IndiaMART.
• Choose the trigger event as ‘New Leads’.
• Click on ‘Connect’ to establish a connection between IndiaMART and Pabbly Connect.

After this, you will need to add a new connection by clicking on ‘Add New Connection’. You will be prompted to enter your CRM API key from your IndiaMART account. This key is essential for connecting IndiaMART with Pabbly Connect.

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3. Setting Up the Trigger with IndiaMART

To get your CRM API key, log into your IndiaMART account and navigate to the settings. Under account settings, you will find the CRM API key option. Click on it to generate a new key if you don’t have one yet.

Once you have the CRM API key, copy it and paste it into Pabbly Connect. After pasting, click on ‘Save’. This will successfully establish the connection. Remember that Pabbly Connect will only capture the latest lead received in your IndiaMART account, so ensure you have a new lead ready for testing.

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4. Setting Up WhatsApp Cloud API as Action

Now that your trigger is set, it’s time to set up the action. Select WhatsApp Cloud API as your action application and choose the action event as ‘Send Template Message’. Again, click on ‘Connect’ to connect your WhatsApp Cloud API account with Pabbly Connect.

• Choose ‘Add New Connection’ if this is your first time connecting.
• Enter the required details: token, phone number ID, and WhatsApp business account ID.
• Make sure to set up your WhatsApp Cloud API account properly to avoid token expiration issues.

After entering the details, click ‘Save’ to create the connection. You will then need to select your message template from WhatsApp Cloud API. This template will be the message sent to your leads.

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5. Finalizing the Automation Process

To finalize the automation, you will need to map the recipient’s mobile number to the phone number received from the IndiaMART lead. Instead of entering it manually, use the mapping feature in Pabbly Connect to pull the mobile number directly from the previous step.

Next, you will also need to provide the URL of the product catalog document that you wish to send. Ensure this URL is publicly accessible. After configuring all the necessary fields, click on ‘Save and Send Test Request’ to test the automation.

Once the test is successful, you should receive a WhatsApp message showing the product catalog sent to the lead. This confirms that your automation is working correctly, allowing you to send product catalogs to IndiaMART leads seamlessly via WhatsApp.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending product catalogs to IndiaMART leads via WhatsApp. By following these steps, you can streamline your communication with leads effectively.