Author: Rajpal Tomar

Learn how to create GoHighLevel contacts automatically for WooCommerce orders using Pabbly Connect. This step-by-step guide simplifies the integration process. 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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Accessing Pabbly Connect for WooCommerce Integration

To create GoHighLevel contacts for WooCommerce orders, you first need to access Pabbly Connect. This platform enables seamless integration between WooCommerce and GoHighLevel, automating the contact creation process.

Start by visiting the Pabbly Connect website. If you are a new user, you can sign up for a free account to get started. Existing users can simply log in to their account to access the dashboard and begin the integration process.

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Creating a Workflow in Pabbly Connect

Next, you will create a workflow in Pabbly Connect that facilitates the automation. Click on the ‘Create Workflow’ button in the top right corner of the dashboard.

A dialog box will appear prompting you to name your workflow. Enter ‘Create GoHighLevel Contact for WooCommerce Order’ and select a folder to save your workflow. After that, click on the ‘Create’ button to finalize the workflow setup.

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Setting Up Trigger for WooCommerce Orders

Now, you need to set up the trigger in Pabbly Connect. Click on the arrow next to the trigger application and select ‘WooCommerce’ as the application. The trigger event should be set to ‘New Order Created’ to capture new orders placed by customers.

After selecting the trigger application and event, Pabbly Connect will provide you with a unique webhook URL. Copy this URL and navigate to your WooCommerce account. In your WooCommerce settings, navigate to the ‘Advanced’ tab, and then to the ‘Webhooks’ section.

• Click on ‘Add Webhook’.
• Name your webhook (e.g., ‘Pabbly Integration’).
• Set the status to active.
• Select ‘Order Created’ as the topic.
• Paste the copied webhook URL into the Delivery URL field.

Once you save the webhook, it will be successfully connected to your WooCommerce account. Now, Pabbly Connect can capture the response from any new order.

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Setting Up Action in Pabbly Connect

After configuring the trigger, the next step is to set up the action in Pabbly Connect. For the action application, select ‘Lead Connector V2’, which corresponds to GoHighLevel. The action event should be set to ‘Create Contact’.

Click on ‘Connect’ to link GoHighLevel with Pabbly Connect. If you haven’t connected before, you will need to create a new connection. Once connected, you will be prompted to map the contact details from the previous step.

• Map the first name, last name, full name, email, and phone number from the WooCommerce order details.
• For the source, input ‘WooCommerce Order’ to identify where the contact originated.

After filling in all required fields, click on the ‘Save and Send Test Request’ button. This will create a new contact in your GoHighLevel account based on the WooCommerce order.

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Testing the Integration

To ensure everything is working correctly, place a test order in your WooCommerce account. Once the order is placed, return to Pabbly Connect and check if the new contact was created successfully in GoHighLevel.

Refresh your GoHighLevel contacts page, and you should see the new contact listed with the details you mapped earlier. This confirms that the integration between WooCommerce and GoHighLevel via Pabbly Connect is functioning as expected.

Repeat this process for additional test orders to verify that the automation consistently creates contacts for each new order. This setup streamlines your customer management and enhances your marketing efforts.

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Conclusion

In this tutorial, we explored how to create GoHighLevel contacts for WooCommerce orders using Pabbly Connect. This integration automates customer management, allowing for efficient tracking and personalized marketing, improving overall customer satisfaction.

Learn how to automatically generate follow up emails with Google Gemini using Pabbly Connect. This step-by-step tutorial guides you through the process. 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 Email Automation

To automatically generate follow up emails with Google Gemini, first access Pabbly Connect. This is the central platform that facilitates the integration of various applications like Gmail and Google Gemini.

To get started, visit the Pabbly Connect website. You’ll have options to sign in or sign up. New users can create a free account, which allows for 100 tasks monthly. Existing users should click on the sign-in option to access their dashboard.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button. You’ll be prompted to name your workflow. For this tutorial, name it ‘Automatically Generate Follow Up Emails with Google Gemini’ and select a folder for organization.

• Click on ‘Create’ to open the workflow window.
• This window contains trigger and action options.
• Select ‘Email Parser’ as the trigger application.

Now, choose the trigger event as ‘New Email’. This sets up the workflow to initiate when a new email arrives in your Gmail account, showcasing how Pabbly Connect seamlessly connects different applications.

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3. Setting Up Email Forwarding in Gmail

Next, you need to set up email forwarding in your Gmail account to connect it with Pabbly Connect. Go to Gmail settings and navigate to the ‘Forwarding and POP/IMAP’ tab.

• Click ‘Add a forwarding address’ and enter the email address provided by Pabbly Connect.
• Complete the verification process.
• Select ‘Keep Gmail’s copy in the inbox’ from the forwarding options.

Once configured, this will ensure that every new email is forwarded to Pabbly Connect, allowing it to trigger the workflow automatically.

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4. Filtering Feedback Emails with Pabbly Connect

After setting up email forwarding, return to your Pabbly Connect workflow. Here, you will add a filter to ensure only feedback emails are processed. Click on the plus button to add a new action step.

Select ‘Filter by Pabbly’ and set the filter type to ‘Contains’. You will need to specify that the subject must contain the word ‘feedback’. This step is crucial as it directs the workflow to only proceed with relevant emails.

Set the filter value to ‘feedback’. Click ‘Save and send test request’ to verify the filter.

This filtering mechanism in Pabbly Connect ensures that your workflow is efficient, processing only the emails that matter.

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5. Generating Responses Using Google Gemini

With the filter in place, you can now configure the action to utilize Google Gemini. Add another action step and select ‘Google Generative AI’ as the application.

For the action event, choose ‘Generate Content’. You will need to connect your Google account by providing the API key from Google AI Studio. This integration is vital for analyzing the feedback received.

Map the feedback content to the prompt for Google Gemini. Select the model as Gemini Pro. Click ‘Save and send test request’ to check if the response is positive or negative.

By using Pabbly Connect, you can automatically generate tailored follow-up emails based on customer feedback, enhancing customer experience and engagement.

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Conclusion

In this tutorial, we explored how to automatically generate follow up emails with Google Gemini using Pabbly Connect. By integrating Gmail and Google Gemini, you can streamline customer feedback management effectively.

Learn how to automate user creation and enrollment in Thinkific using Pabbly Connect with successful Instamojo payments. 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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1. Setting Up Pabbly Connect for Automation

To automate user creation and enrollment in Thinkific, you will first need to set up 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 to get started with 100 free tasks every month.

After logging in, you will see the Pabbly apps window. Click on the access button for Pabbly Connect to enter the dashboard. From here, click on the ‘Create Workflow’ button in the top right corner to initiate your automation process.

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2. Creating a Workflow in Pabbly Connect

In the dialog box that appears, name your workflow as ‘Automatically Create and Enroll Users in Thinkific on Successful Instamojo Payments’. Select a folder where you want to save this workflow. For instance, you might choose a folder named ‘Instamojo Automations’. using Pabbly Connect

• Name your workflow clearly for easy identification.
• Choose an appropriate folder to organize your workflows.

After naming and selecting the folder, click on the ‘Create’ button. This will set up your workflow with two sections: Trigger and Action. The trigger will initiate the workflow when a specified event occurs.

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3. Connecting Instamojo to Pabbly Connect

For the trigger application, select ‘Instamojo V1’. The trigger event should be set to ‘New Sale’. This means that whenever a successful payment is made through Instamojo, it will trigger the workflow in Pabbly Connect.

Next, you will need to connect Instamojo to Pabbly Connect. A webhook URL will be provided. Copy this URL, then go to your Instamojo account. Navigate to the settings of the smart page you created for the course and find the option to add a webhook.

• Paste the copied webhook URL into the designated field.
• Select ‘Successful Payments’ as the information to send.

Once you have saved the settings, return to your workflow in Pabbly Connect. It should now indicate that it is waiting for a webhook response, confirming the connection.

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4. Setting Up Thinkific Integration in Pabbly Connect

Now, for the action application, select ‘Thinkific’. The action event should first be set to ‘Create User’. This step is crucial as it allows you to create a user in your Thinkific account for the student who has made the payment.

Connect Thinkific to Pabbly Connect by clicking on the ‘Connect’ button. You will be prompted to enter your Thinkific subdomain, which can be found in the URL of your Thinkific account. Paste this subdomain into the required field and save the connection.

Map the user’s first name, last name, email, and phone number from the Instamojo payment response. Set a default password for the user (e.g., ‘name123’).

Click on ‘Save and Send Test Request’ to test the user creation. If successful, you will receive a response confirming that the user has been created in Thinkific.

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5. Enrolling the User in the Thinkific Course

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

You will need to select the course in which you want to enroll the user, such as ‘PHP Course for Beginners 8 Weeks’. Map the user ID from the previous step to ensure the correct user is enrolled.

Select the specific course from the dropdown menu. Map the user ID to the corresponding field.

Once you have filled in the necessary details, click on ‘Save and Send Test Request’. You should receive a positive response confirming that the user has been successfully enrolled in the course.

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Conclusion

In this tutorial, we demonstrated how to automate user creation and enrollment in Thinkific using Pabbly Connect with successful Instamojo payments. By following these steps, you can streamline your online course management efficiently.

Learn how to integrate WebinarKit Registrant with Holded using Pabbly Connect. This step-by-step guide details the process for seamless automation. 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. Accessing Pabbly Connect for WebinarKit Registrant

To create a Holded contact for WebinarKit registrants, first, access Pabbly Connect. This platform allows seamless integration between various applications without any coding skills.

Start by visiting the Pabbly website. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply click ‘Sign In’ to access their dashboard. Once signed in, navigate to the Pabbly Connect application from the dashboard.

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2. Creating a New Workflow in Pabbly Connect

Now, you need to create a new workflow in Pabbly Connect. Click on ‘Create Workflow’ to start the process. You will be prompted to name your workflow, so enter a descriptive name like ‘Create Holded Contact for WebinarKit Registrant’.

• Click on ‘Create Workflow’
• Enter a name for your workflow
• Select the folder where you want to save this workflow

After naming the workflow, you will see options for triggers and actions. In this case, your trigger application will be WebinarKit, and the action application will be Holded. This setup allows you to automate the process of creating a contact in Holded whenever a new registration occurs in WebinarKit.

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3. Configuring the Trigger for WebinarKit Registrant

Next, configure the trigger in Pabbly Connect. Select WebinarKit as your trigger application and set the trigger event to ‘New Webinar Registration’. This means that every time a new registration occurs, it will trigger the workflow.

To connect WebinarKit with Pabbly Connect, you will need to enter the Webhook URL provided by Pabbly into your WebinarKit settings. Log into your WebinarKit account, navigate to the webinar settings, and paste the Webhook URL into the designated field. Save the changes to ensure that the integration is established.

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4. Creating a Contact in Holded via Pabbly Connect

After setting up the trigger, it’s time to create a contact in Holded using Pabbly Connect. Select Holded as the action application and choose the action event as ‘Create Contact’. This action will be executed whenever the trigger from WebinarKit is activated.

Now, you need to map the fields from the WebinarKit registration to the Holded contact fields. For example, map the first name, last name, and email address from WebinarKit to the corresponding fields in Holded. This ensures that the correct information is sent to Holded when a new registration occurs.

• Select Holded as the action application
• Choose ‘Create Contact’ as the action event
• Map the relevant fields from WebinarKit to Holded

Once the mapping is complete, click on ‘Save and Send Test Request’ to ensure everything is working correctly. You should receive a success response if the contact is created in Holded successfully.

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5. Verifying the Integration Between WebinarKit and Holded

Finally, verify that the integration between WebinarKit and Holded is functioning as expected using Pabbly Connect. Go back to your Holded account and check if the new contact appears in your contact list. This confirms that the automation is working properly.

To further test the integration, fill out the WebinarKit registration form again with different details. After submitting, check Holded once more to see if the new contact is created. This ensures that the workflow is triggered correctly every time a new registration occurs.

In summary, using Pabbly Connect to integrate WebinarKit Registrant with Holded allows for efficient automation, saving you time and effort in managing contacts. With just a few simple steps, you can streamline your workflow effectively.

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, this guide detailed how to create a Holded contact for WebinarKit registrants using Pabbly Connect. By following the steps outlined, you can automate the process and enhance your workflow efficiency, ensuring that every registration is captured seamlessly.

Learn how to set up a webhook inside Klenty using Pabbly Connect to automate your sales outreach effectively. Follow our step-by-step tutorial. 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.

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Introduction to Klenty and Pabbly Connect

In this tutorial, we will explore how to set up a webhook inside Klenty using Pabbly Connect. Klenty is a powerful sales engagement tool designed to automate outreach and follow-up tasks. By integrating Klenty with Pabbly Connect, users can efficiently manage their sales workflow and enhance productivity.

Utilizing Pabbly Connect, you can create seamless connections between Klenty and various applications. This integration allows for real-time data transfer and automation of tasks, simplifying the sales process significantly. Let’s dive into the steps needed to set up this integration.

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Setting Up the Webhook in Klenty

To initiate the integration, we first need to set up the webhook in Klenty using Pabbly Connect. Start by accessing your Pabbly Connect dashboard and selecting Klenty as your trigger application. Choose the trigger event as ‘Start Cadence’ to begin the automation process.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. You should copy this URL and navigate to your Klenty account. In Klenty, go to Settings, then Integrations, and click on Webhooks. Here, you can add a new webhook event.

• Select ‘Start Cadence’ as the event.
• Paste the webhook URL from Pabbly Connect.
• Click on the ‘Add’ option to save the webhook.

After successfully adding the webhook, return to your Pabbly Connect dashboard. You will notice it is waiting for a webhook response, which indicates that the integration is ready to receive data from Klenty.

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Creating a Cadence in Klenty

Now that the webhook is set up, the next step is to create a new cadence in your Klenty account. This is crucial as it will trigger the webhook we just configured in Pabbly Connect. Ensure you have already created a prospect to associate with this cadence.

To create a cadence, select the Cadence option in Klenty and choose ‘Create Cadence’. Opt for the ‘Build on Your Own’ option. In this step, you can define the first action of your cadence, which can be an email, call, or task. For this demonstration, we will select email as the first step.

• Enter a subject for the email, such as ‘Testing Mail’.
• Add a body message indicating a test submission.
• Click ‘Add Email’ to save this step.

Once you have added the email step, proceed to add prospects to your cadence. After completing these steps, click on ‘Start Cadence’. This action will trigger the webhook in Pabbly Connect, sending the data to the connected applications.

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Testing the Integration with Pabbly Connect

With the cadence now live, it’s time to test the integration. When you start the cadence, Pabbly Connect will receive a webhook response. This response includes essential details such as the prospect’s name, email, and other relevant information.

To verify the integration, navigate back to your Pabbly Connect dashboard. You should see the received data displayed, confirming that the webhook is functioning correctly. This successful response means that any future cadence starts will automatically trigger the webhook and send data to Pabbly Connect.

Check for the prospect’s details in the response. Ensure that all necessary information is captured accurately. Confirm that the integration is ready for use.

Once you have verified the integration, you can proceed to connect Klenty with other applications using Pabbly Connect. This allows for automated notifications or updates based on your sales workflow.

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Conclusion

In this tutorial, we successfully set up a webhook inside Klenty using Pabbly Connect. This integration streamlines your sales outreach by automating data transfer between Klenty and other applications. By following these steps, you can enhance your sales processes and improve efficiency.

Utilizing Pabbly Connect not only saves time but also ensures that your sales team remains focused on building relationships and closing deals. Start integrating Klenty with Pabbly Connect today to maximize your sales potential!

Learn how to create a Klaviyo profile from new Google Sheets rows using Pabbly Connect. This detailed tutorial covers each step of the integration process.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect to Set Up Integration

To create a Klaviyo profile from new Google Sheets rows, you first need to access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect homepage and signing in or creating a new account.

Once logged in, you will see the dashboard of Pabbly Connect. From here, you can begin creating a new workflow. Click on the ‘Create Workflow’ button to initiate the process. This will allow you to set up the connection between Google Sheets and Klaviyo.

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Creating a Workflow in Pabbly Connect

In this step, you will create a workflow named ‘Create Klaviyo Profile from New Google Sheets Table Row’ within Pabbly Connect. Select your preferred folder for organization, or create a new folder if needed. This helps in managing your workflows efficiently.

• Click on ‘Create’ to finalize the workflow setup.
• Identify the trigger and action steps; triggers are events that initiate the workflow.
• In this case, the trigger will be a new row added to Google Sheets.

After setting up the workflow, you can proceed to configure the Google Sheets trigger. This is where Pabbly Connect starts to capture data from your Google Sheets whenever a new lead is added.

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Setting Up Google Sheets Trigger in Pabbly Connect

To set up the trigger, select Google Sheets as the trigger application in Pabbly Connect. Choose the event ‘New or Updated Spreadsheet Row’. This will allow the workflow to be activated every time a new lead detail is added to your Google Sheets.

Upon selecting the trigger event, you will receive a webhook URL. Copy this URL, as it will be used to connect Google Sheets with Pabbly Connect. In your Google Sheets, navigate to Extensions, select Add-ons, and search for the Pabbly Connect Webhooks add-on to install it.

• After installation, go to Extensions again and choose Pabbly Connect Webhooks.
• Select ‘Initial Setup’ and paste the copied webhook URL.
• Set the trigger column to the last column of your data, which will be used to send data to the webhook.

Ensure to click on ‘Submit’ to finalize the setup. This step is crucial as it allows Pabbly Connect to listen for new data entries in your Google Sheets.

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Configuring Klaviyo Action in Pabbly Connect

Once the Google Sheets trigger is set, the next step is to configure the action in Pabbly Connect. Select Klaviyo as the action application and choose the event ‘Create Profile’. This means every time a new lead is added in Google Sheets, a new profile will be created in Klaviyo.

To establish the connection, click on ‘Connect’ and follow the prompts to authenticate your Klaviyo account. Make sure you are logged into Klaviyo for a smoother connection process. Once connected, you will be prompted to map the data fields from Google Sheets to Klaviyo.

Map fields such as email address, phone number, first name, and last name from the Google Sheets row. Ensure to include any necessary country codes for phone numbers. After mapping, click on ‘Save and Send Test Request’ to confirm the action works.

After successfully saving the configuration, you can check your Klaviyo account to see if the new profile has been created as expected. This step validates that Pabbly Connect has effectively integrated Google Sheets with Klaviyo.

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Testing the Integration

To ensure everything works as intended, it’s important to test the integration set up through Pabbly Connect. Go back to your Google Sheets and add a new lead detail. For instance, you can enter a dummy lead with a first name, last name, company, email, and status.

Once you enter the data, Pabbly Connect should capture this new entry and trigger the action to create a profile in Klaviyo. Refresh your Klaviyo account to check if the new profile appears correctly with the details you entered.

After confirming that the profile has been created, you can be assured that your setup is functioning properly. This automated process saves you time and ensures that your leads are managed effectively through the integration of Google Sheets and Klaviyo via Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to create a Klaviyo profile from new Google Sheets rows using Pabbly Connect. By following the steps outlined, you can automate the integration process, ensuring efficient management of your leads and clients.

This integration not only streamlines your workflow but also enhances your communication with clients, allowing for timely updates and personalized interactions. Start using Pabbly Connect today to optimize your lead management process!

Learn how to automate the creation of ConvertKit subscribers from new Google Sheets rows using Pabbly Connect. Step-by-step guide to streamline your workflow. 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. Accessing Pabbly Connect for Automation

To create a ConvertKit subscriber from new Google Sheets rows, first, access Pabbly Connect. You can do this by typing ‘Pabbly.com/connect’ in your browser. This platform allows you to automate tasks without needing coding skills.

Once on the Pabbly Connect landing page, sign in to your account. If you are new, you can sign up for free, which gives you 100 tasks monthly. After signing in, navigate to the Pabbly Connect dashboard and click on ‘Create Workflow’ to start the automation process.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to connect Google Sheets and ConvertKit using Pabbly Connect. Name your workflow something descriptive like ‘Create ConvertKit Subscriber from Google Sheets’. Select the appropriate folder for your workflow.

• Click on ‘Create Workflow’ after entering the name.
• You will see two boxes: Trigger and Action.
• Select Google Sheets as your trigger application.

After setting the trigger, choose the event as ‘New or Updated Spreadsheet Row’. This means that whenever a new row is added in Google Sheets, it will trigger the workflow to create a subscriber in ConvertKit automatically.

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3. Connecting Google Sheets to Pabbly Connect

Now, it’s time to connect Google Sheets with Pabbly Connect. You will be provided with a Webhook URL that acts as a bridge between the two applications. Head to your Google Sheets document where you maintain subscriber details.

In Google Sheets, go to Extensions, click on Add-ons, and then ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’. If you haven’t installed it yet, do so. Once installed, navigate back to Extensions, select Pabbly Connect Webhooks, and click on ‘Initial Setup’. Here, you will input the Webhook URL and define the Trigger Column.

• Paste the Webhook URL from Pabbly Connect.
• Set the Trigger Column as the last data entry column (e.g., Column D).

Submit the setup, and your Google Sheets will now send data to Pabbly Connect whenever a new entry is added in the defined column.

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4. Creating a Subscriber in ConvertKit

After successfully connecting Google Sheets, the next step is to create a subscriber in ConvertKit using Pabbly Connect. Choose ConvertKit as your Action application and select the event ‘Add Subscriber to a Sequence’.

Connect your ConvertKit account by entering your API Key and API Secret, which you can find in your ConvertKit account settings. After connecting, you will need to select the Sequence ID where you want the subscriber to be added.

Map the email, first name, last name, and mobile number from the Google Sheets data. Select the appropriate tags for the subscriber.

Once all the details are mapped correctly, click on ‘Save and Send Test Request’. This will create the subscriber in ConvertKit, and you can verify this by checking your ConvertKit dashboard.

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5. Testing the Automation Process

To ensure the automation is working correctly, return to Google Sheets and add another dummy entry. This will trigger the workflow in Pabbly Connect again, creating a new subscriber in ConvertKit automatically.

After entering the new subscriber details, go back to ConvertKit and check if the new subscriber has been added. You should see the new entry with the details you provided, confirming that the integration works seamlessly.

In summary, using Pabbly Connect allows you to automate the process of creating ConvertKit subscribers from new Google Sheets rows efficiently. This integration saves time and reduces manual work significantly.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of ConvertKit subscribers from new rows in Google Sheets. This integration streamlines your workflow and saves valuable time.

Learn how to send discount vouchers to customers via WhatsApp using Pabbly Connect and Instamojo Payment. Follow our step-by-step guide for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To send discount vouchers via WhatsApp using Pabbly Connect, first, access the Pabbly Connect platform. You can do this by searching for Pabbly Connect in your browser and signing in to your account.

Once logged in, you will see the dashboard. Click on the ‘Create Workflow’ button to initiate the setup process. You’ll need to name your workflow, such as ‘Send Discount Vouchers via WhatsApp on New Instamojo Payment’. After naming, select the folder where you want to save it and click on ‘Create’.

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2. Setting Up the Trigger with Instamojo

In this section, we will set up the trigger in Pabbly Connect using Instamojo. For the trigger application, select ‘Instamojo V2’ and choose the event as ‘Successful Payment’. This will ensure that the workflow is activated whenever a new payment is made.

• Search for ‘Instamojo V2’ in the trigger application.
• Select ‘Successful Payment’ as the trigger event.
• Copy the provided webhook URL for later use.

After copying the webhook URL, navigate to your Instamojo account to set up the webhook. Go to the page settings of your product, enable the webhook, and paste the URL. Ensure to select ‘Successful Payments’ as the information to be sent.

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3. Testing the Webhook Response

Once the webhook is set up, it’s time to test the connection using Pabbly Connect. Perform a test payment on your Instamojo account to trigger the webhook. This will send the payment details back to Pabbly Connect.

To conduct the test, go to your product page, click on ‘Pay Now’, and fill in the necessary details for a dummy purchase. After completing the payment, return to your Pabbly Connect dashboard to verify if the webhook has captured the payment response.

• Navigate to your product page on Instamojo.
• Complete the payment process with dummy details.
• Check Pabbly Connect for the captured response.

If successful, you will see all the details of the payment in your Pabbly Connect workflow, confirming that the trigger is working properly.

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4. Setting Up Action to Send WhatsApp Message

Now that the trigger is set, we will configure the action step in Pabbly Connect to send a WhatsApp message. Select ‘WhatsApp Cloud API’ as the action application and choose ‘Send Template Message’ as the action event.

Connect your WhatsApp Cloud API account by entering the required details such as the token, phone number ID, and WhatsApp business account ID. You can find these details in the WhatsApp Cloud API setup documentation provided in Pabbly Connect.

Select ‘WhatsApp Cloud API’ as the action application. Choose ‘Send Template Message’ as the action event. Enter your WhatsApp account details to connect.

After connecting, select the template you want to use for the message. Ensure to map the recipient’s phone number and other dynamic fields from the previous response to personalize the message.

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5. Finalizing the Automation and Sending Messages

With everything set up in Pabbly Connect, it’s time to finalize the automation. Click on ‘Save and Send Test Request’ to send a test message to the recipient. Ensure that you replace any dummy phone numbers with actual ones to receive the message.

Once the test message is sent, check your WhatsApp to confirm receipt of the discount voucher message. If the message appears correctly with the attached PDF voucher, your automation is successful, and you are ready to send messages to customers after their purchases.

In summary, using Pabbly Connect allows you to automate the process of sending discount vouchers via WhatsApp seamlessly after a successful payment through Instamojo. This enhances customer engagement and encourages repeat purchases.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send discount vouchers via WhatsApp after successful Instamojo payments. By following these steps, you can enhance customer satisfaction and drive repeat business effectively.

Learn how to integrate Klenty with Microsoft Excel using Pabbly Connect to automatically add unsubscribed prospects. Follow our step-by-step guide for seamless automation. 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. Accessing Pabbly Connect for Integration

To start integrating Klenty with Microsoft Excel, you need to access Pabbly Connect. Open a new tab in your browser and search for Pabbly Connect. Once you reach the landing page, you have the option to sign in or sign up for free.

If you don’t have an account, click on the ‘Sign up for free’ button. This process takes only a couple of minutes and gives you access to 100 tasks free every month. If you already have an account, simply sign in to access the dashboard.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will see various applications. Click on the ‘Access Now’ button under Pabbly Connect to navigate to the dashboard. Here, you will create a new workflow by clicking on the ‘Create Workflow’ button.

• Name your workflow appropriately, such as ‘Add Unsubscribed Klenty Prospects in Microsoft Excel’.
• Click on ‘Create’ to proceed to the workflow setup.

This setup involves defining a trigger and an action. The trigger is the event that starts the workflow, while actions are the tasks that follow. You will set up your trigger first, which will be from Klenty.

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3. Setting Up Trigger in Pabbly Connect

In your workflow, select Klenty as the trigger application. For the trigger event, choose ‘Prospect Unsubscribe’. This event will activate whenever a prospect unsubscribes from your communications.

Next, you need to connect Klenty with Pabbly Connect. You will be provided with a webhook URL. Copy this URL, as it will act as a bridge between Klenty and Pabbly Connect.

• Log into your Klenty account and navigate to Settings.
• In the Settings menu, find the Integrations section and select Webhooks.
• Click on ‘Add Webhook Event’, select ‘Prospect Unsubscribe’, and paste the copied webhook URL.

After adding the webhook, you will see a confirmation that Klenty is now connected to Pabbly Connect. The workflow is now waiting for a response from Klenty.

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4. Adding Action to Pabbly Connect Workflow

With the trigger set, the next step is to define the action. In this case, you will select Microsoft Excel as the action application. The action event will be ‘Add Row to Worksheet’. This means that whenever a prospect unsubscribes, their details will automatically be added to your Excel sheet.

To connect Microsoft Excel with Pabbly Connect, click on ‘Connect’, then ‘Add New Connection’. You will need to authorize Pabbly Connect to access your Microsoft Excel account.

Scroll down and click ‘Accept’ to allow access. Select the workbook you want to use for storing unsubscribed prospects.

Once connected, map the necessary fields from Klenty to your Excel sheet. This ensures that the prospect’s details are accurately recorded in the right columns.

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5. Testing and Verifying the Integration

After setting up the action, it’s crucial to test the integration. Go back to Klenty and unsubscribe a prospect to trigger the workflow. When the prospect unsubscribes, Pabbly Connect should receive a response with the prospect’s details.

Check the response in Pabbly Connect to ensure all details are captured correctly, such as name, email, and city. Once confirmed, refresh your Microsoft Excel sheet to see if the new row with the unsubscribed prospect’s information has been added.

Repeat the process with another prospect to ensure everything works smoothly. This confirms that your automation is functioning correctly.

By following these steps, you can efficiently manage unsubscribed prospects using Klenty and Microsoft Excel with the help of Pabbly Connect.

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Conclusion

In this tutorial, we explored how to integrate Klenty with Microsoft Excel using Pabbly Connect. By setting up triggers and actions, you can automate the process of adding unsubscribed prospects to your Excel sheets, enhancing your workflow efficiency.

This integration not only saves time but also reduces the risk of human error, ensuring that your records remain up-to-date and compliant with email marketing regulations.

Learn how to integrate Marquiz Response with Notion to automatically create database items using Pabbly Connect. Step-by-step tutorial included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create Notion database items from Marquiz responses, start by accessing Pabbly Connect. This platform enables seamless integration between various applications, including Marquiz and Notion. If you don’t have an account, you can sign up for free on the Pabbly Connect website.

Once signed up, log in to your Pabbly Connect account. Here, you will find options to create workflows that connect different applications. The first step is to click on the ‘Create Workflow’ button to initiate the integration process.

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2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, you need to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Notion Database Items on Marquiz Response’. Choose a folder to save your workflow, then click on ‘Create’. This sets the stage for the integration between Marquiz and Notion.

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

Now, you will see two boxes labeled Trigger and Action. The Trigger box is where you set up the event that starts the workflow, while the Action box defines what happens as a result. This is where Pabbly Connect shines, allowing you to automate tasks without coding.

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3. Setting Up the Trigger with Marquiz

To set up the trigger, search for Marquiz in the Trigger application box. Select it and choose the trigger event, which in this case is ‘New Leads’. This event will activate the workflow whenever a new form submission occurs in Marquiz.

Next, you need to connect Marquiz with Pabbly Connect. Copy the webhook URL provided by Pabbly Connect and navigate to your Marquiz account. In Marquiz, locate the project you created and click on the ‘Edit’ button. Go to the Integrations section and add a new webhook using the copied URL.

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4. Configuring the Action to Create Database Items in Notion

Once the trigger is set up, it’s time to configure the action. Return to Pabbly Connect and in the Action application box, search for Notion. Select it and choose the action event as ‘Create Database Item’. You will then need to connect your Notion account with Pabbly Connect.

After connecting, select the appropriate Notion page where you want to add the new database item. This is essential as it directs the data from Marquiz to the correct location in Notion. Once set up, you will map the fields from the Marquiz response to the corresponding fields in Notion.

• Select the correct Notion page.
• Map the fields from Marquiz to Notion.
• Ensure all required details are included.

Mapping is crucial as it ensures that the data collected from Marquiz is accurately reflected in Notion. With Pabbly Connect, this process is streamlined, making it easy to manage customer data.

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5. Testing the Integration for Successful Data Transfer

After setting up the workflow, it’s time to test the integration. Go back to your Marquiz form and fill in a sample submission. Once submitted, Pabbly Connect will capture the response, and you should see it reflected in your Notion database.

To verify, check your Notion database for the newly created item. You should see all the details filled in correctly from the Marquiz response. This confirms that the integration is functioning as intended, allowing for seamless data transfer between the two platforms.

This setup not only saves time but also reduces manual entry errors, ensuring that your customer insights are well-organized and accessible. With Pabbly Connect, automating tasks between Marquiz and Notion becomes effortless.

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Conclusion

In this tutorial, we explored how to create Notion database items on Marquiz response using Pabbly Connect. By following the steps outlined, you can efficiently automate your workflow and manage customer data effectively. This integration enhances productivity and ensures that your customer insights are always organized and easy to access.