Author: Rajpal Tomar

Learn how to sell courses online and send files on WhatsApp using Pabbly Connect for seamless integration with Instamojo and WhatsApp Cloud API. 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 start selling courses online and sending files on WhatsApp, you first need to access Pabbly Connect. Open your browser and type in Pabbly.com/connect to reach the Pabbly Connect dashboard. Here, you can either sign in if you are an existing user or click on the ‘Sign Up for Free’ button if you’re new, which offers 100 free tasks each month.

Once signed in, navigate to the dashboard to create a new workflow. Click on the ‘Create Workflow’ button. In the dialog box that appears, name your workflow, for example, ‘Sell Courses Online and Send Files on WhatsApp’. Choose a folder to save it in, such as ‘Instamojo to WhatsApp Automation’, and click on ‘Create’ to proceed.

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2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action using Pabbly Connect. The trigger application will be Instamojo, and the action application will be WhatsApp. For the trigger, select Instamojo and the trigger event as ‘New Sale’. This will initiate the workflow whenever a new sale occurs.

• Search for Instamojo in the trigger application.
• Select ‘New Sale’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Now, go to your Instamojo account and navigate to the product for which you want to set the webhook. Click on the ‘Edit’ option for the product. Scroll down to find the ‘Add Webhook’ option, turn it on, and paste the copied webhook URL. Save the changes to complete the setup.

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3. Testing the Integration with Pabbly Connect

After setting up the webhook, it’s time to test the integration using Pabbly Connect. Go back to your Pabbly dashboard, where it should show that it is waiting for a webhook response. To test, make a purchase of the course you set up the webhook for.

• Fill in the required details like name, email, and phone number.
• Proceed to payment using a method like UPI.
• Confirm the payment and check for a successful order message.

Once the payment is successful, Pabbly Connect will capture the details of the transaction, including payment status, payment ID, and buyer information. This confirms that the webhook is working correctly and the integration is set up properly.

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4. Sending WhatsApp Messages Using Pabbly Connect

Now that the integration is tested, you can send WhatsApp messages using Pabbly Connect. In the action window, search for WhatsApp Cloud API as your action application. Select the action event as ‘Send Template Message’. You will need to connect your WhatsApp Cloud API account by entering the token, phone number ID, and WhatsApp business account ID.

Select the template you wish to send, such as ‘Instamojo Orders’. Map the recipient’s mobile number from the previous step. Add the brochure URL and other necessary details.

Once all fields are filled, click on ‘Save and Test Request’. If successful, a WhatsApp message will be sent to the customer with the course brochure and payment details, confirming the successful automation.

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5. Conclusion

By following this guide, you can effectively use Pabbly Connect to automate the process of selling courses online and sending files via WhatsApp. This integration enhances customer experience and streamlines your sales process.

Utilize Pabbly Connect for seamless workflows and to integrate various applications, making your online business more efficient and responsive.

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Learn how to automate Zoho CRM record creation from Cognito Forms submissions using Pabbly Connect. Step-by-step tutorial included. 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 Integration

To begin the integration process, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage, where you can sign in or create a new account. New users can click on the ‘Sign Up Free’ button to get started with 300 tasks per month.

After signing in, you will see the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button in the top right corner. This is essential for connecting Cognito Forms with Zoho CRM.

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2. Creating a Workflow in Pabbly Connect

In the workflow creation dialog, name your workflow something descriptive, like ‘Create Zoho CRM Record on Cognito Form Submission’. Select a folder for organization, such as ‘Automations’. After entering the details, click the ‘Create’ button to initiate your workflow. using Pabbly Connect

• Name your workflow appropriately.
• Choose the folder for your workflow.
• Click ‘Create’ to finalize the setup.

Once the workflow is created, you will see the trigger and action setup options. This is where you will define that the trigger is Cognito Forms and the action is Zoho CRM, allowing you to automate record creation.

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3. Setting Up the Trigger with Cognito Forms

For the trigger, select Cognito Forms as your application and choose the trigger event as ‘New Entry’. This will allow the workflow to activate whenever a new form submission occurs. Pabbly Connect will provide you with a webhook URL that you will need to configure in your Cognito Forms settings.

Go to your Cognito Forms account, select the form you want to use, and navigate to the form settings. Under ‘Post JSON data to a website’, enter the webhook URL provided by Pabbly Connect. Make sure to turn on the button to enable this feature.

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4. Connecting Zoho CRM as the Action Application

Next, you will set Zoho CRM as the action application in Pabbly Connect. Choose the action event ‘Insert or Update a Record’. This ensures that every new entry in your Cognito Form results in a corresponding record in Zoho CRM.

To connect Zoho CRM, click on ‘Connect’ and then ‘Add New Connection’. You will need to enter your Zoho domain, which can be found in the URL of your Zoho CRM account. After entering the domain, click ‘Save’ to establish the connection.

• Select Zoho CRM as the action application.
• Enter your Zoho domain to connect.
• Click ‘Save’ to finalize the connection.

Once connected, you will choose the module for the record creation. Select the ‘Leads’ module or any other relevant module in Zoho CRM. This mapping allows you to automatically create leads based on form submissions.

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5. Testing Your Automation Setup

After configuring the action step, it’s time to test your automation. Go back to your Cognito Forms and create a test submission with dummy data. This submission will trigger the workflow you set up in Pabbly Connect.

Once you submit the test entry, check your Zoho CRM account to see if the new lead has been created successfully. Refresh the page to confirm that the lead appears with the details you submitted. Repeat this process with different test data to ensure reliability.

By following these steps, you can effectively automate the process of creating records in Zoho CRM from Cognito Forms submissions using Pabbly Connect. This integration saves time and ensures accurate data transfer.

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Conclusion

In this tutorial, we explored how to create Zoho CRM records from Cognito Forms submissions using Pabbly Connect. This powerful integration streamlines data management and enhances productivity. Automate your workflows today!

Learn how to capture webhook responses in Microsoft Excel using Pabbly Connect. Follow detailed steps to set up the integration seamlessly. 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 Webhook Integration

To capture webhook responses in Microsoft Excel, you need to first access Pabbly Connect. Start by visiting the Pabbly Connect homepage at Pabbly.com/connect. If you are a new user, click on ‘Sign Up Free’ to get 300 tasks every month.

Once signed in, you will see the Pabbly Connect dashboard. This is where you can create and manage your workflows. Click on the ‘Create Workflow’ button at the top right corner to begin setting up your integration.

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2. Creating a Workflow in Pabbly Connect

After clicking on ‘Create Workflow’, you need to name your workflow. For this tutorial, name it ‘Capture Webhook Response in Microsoft Excel’. You can also select a folder to organize your workflows.

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

Once your workflow is created, you will see options for setting up triggers and actions. This is where Pabbly Connect facilitates the automation process by allowing you to connect various applications seamlessly.

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3. Setting Up the Webhook Trigger

Now, let’s set up the trigger for your workflow. Select ‘Webhook by Pabbly’ as your trigger application. Next, choose the trigger event as ‘Receive Webhook’. You will be provided with a unique webhook URL.

This URL will be used to connect your forms or other applications to Pabbly Connect. Copy the webhook URL to use in your form integration. This step is crucial as it allows Pabbly Connect to capture the data sent from your application.

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4. Configuring Microsoft Excel as the Action Step

After setting up your webhook trigger, the next step is to configure Microsoft Excel as the action application. Select ‘Microsoft Excel’ from the action application list and choose the action event as ‘Add Row’. This action will allow you to send data captured from the webhook into your Excel sheet.

In this step, you will need to map the data fields from the webhook response to the corresponding columns in your Excel sheet. For example, map the first name, last name, email, and phone number from the webhook response to the respective columns in Excel. This mapping is essential for ensuring that the data is organized correctly.

• Select the correct workbook and worksheet.
• Map the fields accurately to ensure data integrity.

Once mapping is completed, click on the ‘Save’ button to finalize the action setup. This will enable Pabbly Connect to automate the process of adding rows to your Excel sheet whenever a new webhook response is received.

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5. Testing the Integration with Dummy Data

To ensure everything is set up correctly, it’s time to test the integration. Go back to your form and submit a test entry with dummy data. For instance, enter a first name, last name, email, and a random phone number.

After submission, return to Pabbly Connect and check if the webhook response has been captured successfully. You should see the data you entered reflected in the workflow. This confirms that your integration between Webhook and Microsoft Excel via Pabbly Connect is functioning as intended.

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Conclusion

In this tutorial, we demonstrated how to capture webhook responses in Microsoft Excel using Pabbly Connect. By following these steps, you can automate data entry into Excel seamlessly. This integration enhances efficiency and accuracy in data management.

Learn how to set up a webhook inside Agiled using Pabbly Connect to automate contact creation and data management seamlessly. 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. Setting Up Pabbly Connect for Agiled Integration

To set up a webhook inside Agiled, start by accessing Pabbly Connect. This platform allows you to create connections between various applications, including Agiled, to automate your workflows efficiently.

Begin by logging into your Pabbly Connect account. Once logged in, navigate to the ‘Triggers’ section where you will set Agiled as your trigger application. This action is crucial for initiating the integration process.

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2. Selecting the Trigger Event in Pabbly Connect

In this step, you will select the trigger event in Pabbly Connect. Search for Agiled in the trigger application field and select it. The specific trigger event you want to choose is ‘New Contact.’ This event will activate whenever a new contact is added in Agiled.

• Search for Agiled in the trigger application list.
• Select the ‘New Contact’ trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After selecting the trigger event, you will receive a webhook URL. This URL acts as a bridge connecting Agiled with Pabbly Connect. Make sure to copy this URL as it is essential for the next steps.

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3. Creating a Webhook in Agiled

Now, switch to your Agiled account. Navigate to the ‘Settings’ section and find the ‘Custom Webhooks’ option. This is where you will set up the webhook that connects to Pabbly Connect.

In the Custom Webhooks section, create a new webhook. Paste the webhook URL you copied from Pabbly Connect into the designated field. Make sure to select the same trigger event, which is ‘Contact Creation,’ to ensure consistency between Agiled and Pabbly Connect.

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4. Testing the Integration with Pabbly Connect

With the webhook now created, it’s time to test the integration. Go back to your Pabbly Connect dashboard and initiate a test submission. This can be done by filling out the contact form you created in Agiled.

For the test, enter the first name, last name, email address, and a dummy mobile number. After submitting the form, check both Agiled and Pabbly Connect to confirm that the new contact was created and that the details were captured correctly.

• Fill out the contact form in Agiled.
• Submit the form to create a new contact.
• Verify that the details appear in Pabbly Connect.

Upon successful submission, you should see the new contact details reflected in both your Agiled account and Pabbly Connect, confirming that the integration is working smoothly.

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5. Conclusion

In this tutorial, we learned how to set up a webhook inside Agiled using Pabbly Connect. By following the steps outlined, you can automate contact creation and manage your data efficiently. This integration enhances your operational workflow significantly.

With Pabbly Connect, you can connect various applications and create seamless automations, improving productivity for your business operations.

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Learn how to create a WordPress user automatically from a ThriveCart purchase using Pabbly Connect in this detailed step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a WordPress user from a ThriveCart purchase, you first need to access Pabbly Connect. Simply search for ‘Pabbly.com connect’ in your browser and open the landing page.

Once on the landing page, you will see options to sign in or sign up. If you are a new user, click on ‘Sign Up for Free’ to get started with 100 free tasks monthly. Existing users can click on ‘Sign In’ to access their dashboard directly.

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2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will see various applications available. Click on ‘Access Now’ under Pabbly Connect and then click on the ‘Create Workflow’ button.

• Enter a name for your workflow, such as ‘How to Create WordPress User from ThriveCart Purchase’.
• Select a folder to save your workflow, for example, ‘Automations’.
• Click ‘Create’ to proceed to the workflow window.

This workflow window is crucial as it allows you to set up triggers and actions. The trigger will be ThriveCart, and the action will be WordPress, enabling the automation process.

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3. Setting Up ThriveCart as the Trigger

In this step, you will set ThriveCart as the trigger application in Pabbly Connect. Search for ThriveCart and select it as your trigger application.

For the trigger event, choose ‘Product Purchase’. Click on ‘Connect’ and if you haven’t connected your ThriveCart account yet, select ‘Add a New Connection’. You will need to input your API key, which you can find in your ThriveCart account under the API and Webhook settings.

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4. Configuring WordPress as the Action

Next, you will set WordPress as the action application in Pabbly Connect. Search for WordPress and select it as your action application.

• Choose ‘Create User’ as the action event.
• Connect your WordPress account by entering your email and password.
• Provide your WordPress base URL, excluding ‘/wp-admin’ or ‘/wp-login.php’.

Ensure you have the WordPress REST API authentication plugin installed. Once connected, you can map the user details from the ThriveCart purchase to the fields in WordPress.

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5. Testing the Integration

Now that both applications are set up in Pabbly Connect, it’s time to test the integration. After mapping the required fields, perform a test submission through ThriveCart.

Make a test purchase by filling in the necessary details such as name, email, and address. Once the payment is processed, check back in Pabbly Connect to see if the response has been captured correctly.

If successful, you should see that a new user has been created in your WordPress account with the details you provided. This confirms that your workflow is functioning as intended.

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Conclusion

In this tutorial, we explored how to create a WordPress user from a ThriveCart purchase using Pabbly Connect. This integration streamlines the process, ensuring that every purchase results in an automatic user creation in WordPress.

Learn how to create and send Stripe payment links from Notion items to Gmail using Pabbly Connect in this step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create and send Stripe payment links from Notion items on Gmail, we need to access Pabbly Connect. Start by visiting the Pabbly website and selecting the option to sign in or sign up for free if you are a new user.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This will initiate the process of integrating Notion, Stripe, and Gmail through Pabbly Connect.

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2. Setting Up Notion as the Trigger Application

In this step, we will set Notion as the trigger application in Pabbly Connect. Select Notion and choose the trigger event as ‘New Database Item’. This means that whenever a new entry is added in Notion, it will trigger the workflow.

• Select the existing connection or add a new one to connect your Notion account.
• Grant permissions for the necessary pages in Notion.
• Capture the latest data from the Notion database.

After setting up the trigger, you will see the details from your Notion database captured by Pabbly Connect. This includes customer name, email, services used, and price, ready for further processing.

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3. Creating a Product in Stripe Using Pabbly Connect

Next, we will create a product in Stripe. In Pabbly Connect, select Stripe as the action application and choose the action event as ‘Create Product’. This step allows you to generate a product based on the information captured from Notion.

For this, you need to connect your Stripe account by providing the API token. You can retrieve this token from your Stripe dashboard under the API keys section. Once connected, map the required fields such as product name and description using the data from the Notion trigger.

• Map the service used from Notion to the product name in Stripe.
• Add a description for the product based on the Notion entry.
• Save the product details after mapping.

Once the product is created successfully, Pabbly Connect will capture the product ID, which will be used in subsequent steps for creating a price and payment link.

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4. Creating a Price and Payment Link in Stripe

After creating the product, the next step is to create a price for that product. In Pabbly Connect, select Stripe again and choose ‘Create Price’ as the action event. Here, map the product ID you just created along with the price details from Notion.

Make sure to enter the unit amount as a positive integer in cents. For example, if the price is 10 INR, you should enter 1000. After mapping the required fields, send the test request to create the price.

Map the price from Notion to the unit amount in Stripe. Specify the currency code, such as ‘INR’ for Indian Rupees. Confirm and send the test request to create the price.

Once the price is successfully created, proceed to create a payment link using the same Stripe application in Pabbly Connect. Select ‘Create Payment Link’ as the action event and map the necessary details, including the price ID and quantity.

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5. Sending the Payment Link to Customers via Gmail

Finally, we will send the payment link to the customer through Gmail. In Pabbly Connect, select Gmail as the action application and choose ‘Send Email’ as the action event. Connect your Gmail account and map the recipient’s email address from the data captured in the Notion trigger.

Fill in the email subject and content. Personalize the email by mapping the customer’s name and the payment link generated in the previous step. This ensures that the email is tailored to each customer.

Map the recipient’s email address from the Notion entry. Add a personalized message with the customer’s name and payment link. Send the test email to ensure everything is working correctly.

Once the email is sent successfully, you will receive a confirmation from Pabbly Connect. This completes the workflow of creating and sending a Stripe payment link from Notion items to Gmail.

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Conclusion

In this tutorial, we explored how to create and send Stripe payment links from Notion items on Gmail using Pabbly Connect. By following these steps, you can automate your payment processes efficiently.

Learn how to integrate Wix Form Submission with Salesforce using Pabbly Connect for automated record creation. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To create a Salesforce record on Wix form submission, we will use Pabbly Connect as the central integration platform. First, visit the Pabbly Connect homepage by searching for the URL Pabbly.com/connect. Here, you will find options to sign in or sign up. New users can click on ‘Sign up free’ to access 300 tasks every month for exploring the software.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button located at the top right corner. This will allow you to set up the integration between Wix and Salesforce, automating the record creation process seamlessly.

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Creating a Workflow in Pabbly Connect

In the workflow creation dialog, name your workflow as ‘Create Salesforce Record on Wix Form Submission’. Select a folder for organization, such as ‘Automations’, and click on the ‘Create’ button. This sets the stage for connecting the trigger and action applications using Pabbly Connect.

Once the workflow is created, you will see options for setting up a trigger and an action. The trigger application will be Wix Forms, and the action application will be Salesforce. The trigger event to select is ‘New Form Submission’, which will initiate the workflow whenever a form is submitted.

• Select Wix Forms as the trigger application.
• Choose the trigger event as New Form Submission.
• Copy the received webhook URL for connecting with Wix.

After setting up the trigger, you will need to configure your Wix forms to send data to this webhook URL. This connection is crucial for automating the record creation in Salesforce through Pabbly Connect.

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Setting Up Wix Form Automation

Next, log in to your Wix account and navigate to the Automations section. Here, click on the ‘New Automation’ button. Name your automation, for example, ‘Salesforce Lead’. For the trigger step, select ‘Wix Forms’ and then choose ‘Form Submitted’ as the specific trigger event.

In the field that prompts you to select which forms trigger this automation, you can either choose a specific form or select ‘Any’. Ensure that the frequency limit is set to ‘Don’t limit’ for optimal performance. For the action step, instead of sending an email, choose ‘Send via Webhook’. This is where you will paste the webhook URL copied from Pabbly Connect.

• Select the action to send via webhook.
• Paste the webhook URL into the Target URL field.
• Select all keys and values for complete data transfer.

After completing this setup, activate your automation. This step ensures that every new form submission will trigger the webhook, sending the data to Pabbly Connect for processing.

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Testing the Integration with Pabbly Connect

To confirm that the integration works correctly, perform a test submission on your Wix form. Enter dummy data into the form fields, such as first name, last name, email, phone number, and company name. After filling out the form, click on the submit button.

Once submitted, return to your Pabbly Connect dashboard. Here, you should see that a response has been received, indicating that the data from your Wix form has been successfully captured. This data includes all the fields you entered during the test submission.

Verify that all the data fields are correctly populated in the Pabbly Connect response. Check for submission time and form type in the response details. Ensure the data matches what was entered in the Wix form.

This test confirms that the integration between Wix and Salesforce is functioning as intended through Pabbly Connect, paving the way for the next steps.

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Creating a Salesforce Record

Now, proceed to set up the action step in Pabbly Connect. Select Salesforce as your action application and choose ‘Create a Record’ as the action event. This action will automatically create a new lead in Salesforce whenever a new form submission occurs.

To connect your Salesforce account with Pabbly Connect, click on ‘Connect’. If this is your first time connecting, select ‘Add New Connection’. You will be prompted to allow access to your Salesforce account. Click on ‘Allow’ to authorize the connection.

Select the Salesforce object as ‘Lead’. Map the fields from the Wix form submission to the corresponding Salesforce fields. Click on ‘Save and Send Test Request’ to verify the setup.

After ensuring all required fields are mapped, click on the ‘Save and Send Test Request’ button. Upon success, check your Salesforce account to confirm that a new record has been created with the details from your test submission. This step validates the complete workflow established through Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to create a Salesforce record on Wix form submission using Pabbly Connect. By following the steps outlined, you can automate the process of lead creation in Salesforce, enhancing workflow efficiency and data management.

Utilizing Pabbly Connect allows seamless integration between Wix forms and Salesforce, ensuring that every submission is captured and recorded accurately. This integration not only saves time but also helps in maintaining organized records for your business.

Learn how to integrate Zoho CRM with Contact Form 7 using Pabbly Connect. Step-by-step tutorial to create leads automatically. 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 Zoho CRM and Contact Form Integration

To create a Zoho CRM lead on Contact Form 7 submission, first access Pabbly Connect. This integration platform allows you to connect various applications and automate workflows efficiently.

Visit Pabbly Connect’s homepage and either sign in or sign up for a free account. Once logged in, you can start creating workflows that connect your Contact Form 7 submissions to Zoho CRM.

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2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for example, ‘Create Zoho CRM Lead on Contact Form 7 Submission’.
• Select a folder for your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

Once the workflow is created, you will see options to set up a trigger and action. This is where you will define how Pabbly Connect will automate the lead creation process.

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3. Setting Up the Trigger for Contact Form 7

In this step, you will configure the trigger in Pabbly Connect. Select ‘Contact Form 7’ as your trigger application and choose the event as ‘New Form Submission’.

Pabbly Connect will provide you with a webhook URL. Copy this URL and go to your WordPress site where Contact Form 7 is installed. Open your form settings and paste the webhook URL in the designated area for Webhook URL.

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4. Testing the Connection Between Contact Form 7 and Zoho CRM

After setting up the webhook in Contact Form 7, you need to test the connection in Pabbly Connect. Perform a test submission on your Contact Form 7 to send data to Pabbly Connect.

Once the test submission is complete, go back to Pabbly Connect and check if you received the data correctly. This ensures that the integration is working as expected before moving to the next step.

• Make sure to fill in all required fields in the form.
• Verify that the data reflects correctly in the Pabbly Connect response.

If everything is set up correctly, you will see the data from your test submission displayed in Pabbly Connect.

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5. Setting Up the Action for Zoho CRM

Next, you will configure the action step in Pabbly Connect. Select ‘Zoho CRM’ as your action application and choose the action event as ‘Insert or Update a Record’.

Connect your Zoho CRM account by entering your domain and allowing Pabbly Connect access. After connecting, map the fields from your Contact Form 7 submission to the corresponding fields in Zoho CRM, such as first name, last name, email, and phone number.

Finally, save your settings and perform another test submission to ensure that the lead is created successfully in Zoho CRM. Check your Zoho CRM account to confirm that the new lead appears as expected.

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Conclusion

In this tutorial, we covered how to create a Zoho CRM lead on Contact Form 7 submission using Pabbly Connect. This integration streamlines your lead management process, ensuring that every submission is captured as a lead in Zoho CRM automatically.

Learn how to automate sending Telegram invitations for Thinkific course enrollment using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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 Automation

To send Telegram invitations automatically after Thinkific course enrollments, start by accessing Pabbly Connect. Open your browser and search for Pabbly Connect. You will see options to sign in or sign up for free if you don’t have an account.

If you’re a new user, click on the ‘Sign up for free’ button, which takes only two minutes. After signing up, you will receive 100 free tasks every month. For existing users, simply sign in to access the dashboard where you can create workflows.

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2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, click on the ‘Create Workflow’ button to start a new automation. You will be prompted to name your workflow according to your objective, such as ‘Send Telegram Invitation on Thinkific Course Enrollment.’ After naming it, click on ‘Create’ to proceed.

This will lead you to the workflow setup screen. Here, you will see two main boxes labeled ‘Trigger’ and ‘Action.’ The trigger is the event that starts the workflow, while the action is the task that follows. In this case, the trigger will be Thinkific, and the action will involve Telegram and Gmail.

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3. Setting Up the Trigger with Thinkific

In the trigger section, select Thinkific as your application. You will then need to choose the trigger event, which is ‘Enrollment Created.’ This event will activate whenever a new student enrolls in your course.

Next, you will connect Thinkific with Pabbly Connect. To do this, you need to copy the webhook URL provided by Pabbly Connect. Then, go to your Thinkific account, navigate to Settings, and select the Webhooks option. Here, you will create a new webhook and paste the URL you copied earlier.

• Paste the webhook URL in the target URL field.
• Select ‘Enrollment’ as the model.
• Choose ‘Enrollment Created’ as the topic.

After saving, return to Pabbly Connect to check for a response from Thinkific. You may need to create a test enrollment to trigger the webhook response.

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4. Integrating Telegram to Create an Invite Link

Once you have received the webhook response, it is time to set up the action with Telegram. Select Telegram as your action application and choose the action event ‘Create Chat Invite Link.’ This will allow you to generate an invite link for your Telegram group.

To connect Telegram with Pabbly Connect, you will need a bot token. Use BotFather on Telegram to create a new bot, which will provide you with the token. After copying the token, return to Pabbly Connect and paste it to establish the connection.

• Add the bot to your Telegram group where you wish to send invites.
• Promote your bot to admin in the group for it to function correctly.

Once connected, click on ‘Save and Send Test Request’ to generate the invite link for your Telegram group.

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5. Sending Invite Links via Gmail

After successfully creating the Telegram invite link, the next step is to send this link via email using Gmail. In the action setup, select Gmail and choose ‘Send Email’ as the action event.

You will need to connect your Gmail account to Pabbly Connect. Click on ‘Connect’ and allow access to your Gmail account. Once connected, you can map the recipient’s email address from the previous Thinkific enrollment data.

Set the email subject as ‘Join Our Course Community on Telegram.’ Create the email content including the invite link.

Finally, test the email sending process to ensure that the invite link is sent successfully to the new student’s email. Check your Gmail to confirm receipt of the email.

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Conclusion

In this tutorial, we explored how to utilize Pabbly Connect to automate the sending of Telegram invitations upon Thinkific course enrollment. By following these steps, you can enhance your course community engagement effectively.

Learn how to integrate ConvertBox with ThriveCart Learn+ using Pabbly Connect for seamless student creation on form submission. Follow this detailed tutorial for step-by-step guidance.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To create a ThriveCart Learn+ student on ConvertBox form submission, we will use Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or signing up for a free account. This platform allows you to automate workflows without any coding knowledge.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name it according to the task, such as ‘Create ThriveCart Learn+ Student on ConvertBox Form Submission’. This sets the stage for your integration process.

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2. Configuring the Trigger with ConvertBox

The next step involves setting up the trigger in Pabbly Connect. Select ConvertBox as your trigger application and choose the event as ‘New Lead Submission’. This event will initiate the workflow whenever a new form is submitted.

• Search for ConvertBox in the Trigger section.
• Select the trigger event as New Lead Submission.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, log into your ConvertBox account, edit the form you want to connect, and navigate to the form settings. Under actions, select ‘Add Integration’ and choose Webhooks. Paste the copied URL and save your changes to complete the trigger setup.

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3. Testing the Trigger Setup in Pabbly Connect

Now that the trigger is configured, it’s time to test it. Go back to Pabbly Connect and make a new submission on your ConvertBox form. Fill in the required fields, such as first name, last name, and email address.

Once you submit the form, return to Pabbly Connect. You should see a response indicating that the webhook has received the data from ConvertBox. This confirms that the trigger is functioning correctly and is ready to proceed to the next step.

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4. Setting Up the Action with ThriveCart Learn+

The next phase involves setting the action to create a new student in ThriveCart Learn+. In your Pabbly Connect workflow, select ThriveCart Learn+ as the action application and choose the action event as ‘Create New Student’.

• Connect your ThriveCart Learn+ account by providing the API token.
• Map the email address and course ID from the ConvertBox response.
• Fill in the student’s first and last name using the mapped data.

Once all necessary fields are filled, click on the ‘Send Test’ button in Pabbly Connect. This action will create a new student in your ThriveCart Learn+ account based on the submitted data from ConvertBox.

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5. Verifying the Integration and Final Steps

After setting up the action, it’s essential to verify that the integration works seamlessly. Go to your ThriveCart Learn+ account and check the students’ list to confirm that the new student has been created successfully.

To ensure everything functions correctly, you can perform another test by submitting the ConvertBox form again with different data. Check back in Pabbly Connect and ThriveCart Learn+ to see if the new student is added. This confirms that your integration is functioning as expected.

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, using Pabbly Connect, you can automate the process of creating ThriveCart Learn+ students from ConvertBox form submissions efficiently. This integration streamlines your workflow and saves time by eliminating manual data entry.