Author: Rajpal Tomar

Learn how to automate the creation of Customer.io customers from Jotform submissions using Pabbly Connect in this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a Customer.io customer on Jotform submission, you first need to access Pabbly Connect. This platform is essential for automating the integration process between Jotform and Customer.io.

Visit the Pabbly Connect homepage by browsing to the URL Pabbly.com/connect. Here, you can either sign in if you’re an existing user or click on ‘Sign up free’ to create a new account. New users receive 100 free tasks every month to explore the software.

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2. Creating a Workflow in Pabbly Connect

Once logged in to Pabbly Connect, navigate to the dashboard where you will see various Pabbly applications. Click on the ‘Create Workflow’ button in the top right corner to initiate a new workflow.

• Enter the workflow name: ‘Create Customer.io Customer on Jotform Submission’.
• Select the folder for your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to finalize the workflow setup.

After creating the workflow, you will see the trigger and action setup screen. This is where you will define the trigger application as Jotform and the action application as Customer.io.

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3. Setting Up Jotform as Trigger in Pabbly Connect

In this step, you will set Jotform as the trigger application in Pabbly Connect. Select Jotform and choose the trigger event as ‘New Response’. This event will capture new submissions from your Jotform.

Pabbly Connect will generate a webhook URL, which you need to copy for integration with Jotform. Next, log in to your Jotform account and select the form you wish to integrate.

• Go to the form settings and select ‘Integrations’.
• Choose ‘Webhooks’ and edit the existing integration.
• Paste the copied webhook URL and complete the integration.

After completing these steps, return to Pabbly Connect, where it will be waiting for a response. To test this, submit a dummy response through your Jotform.

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4. Setting Up Customer.io as Action in Pabbly Connect

Now that your trigger is set, it’s time to configure Customer.io as the action application in Pabbly Connect. Select Customer.io and choose the action event as ‘Create Customer’.

To connect your Customer.io account, click on ‘Connect’ and select ‘Add New Connection’. You will need to provide the Site ID and API Key from your Customer.io account.

Log in to Customer.io and navigate to account settings. Copy your Site ID and API Key from the API credentials section. Paste the Site ID and API Key into Pabbly Connect and save the connection.

With the connection established, you will need to map the unique identifier (Submission ID) from the Jotform response into the Customer.io action setup. This ensures that the customer is identified correctly in Customer.io.

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5. Finalizing the Integration and Testing

To finalize your integration in Pabbly Connect, complete the action setup by mapping the necessary fields such as email address, first name, last name, and phone number from the Jotform submission.

Once all fields are mapped, click on the ‘Save and Send Test Request’ button. If successful, you will receive a confirmation that a new customer has been created in your Customer.io account.

Verify that the new customer appears in your Customer.io account with the correct details. Test the integration by submitting another response in Jotform.

After testing, you can confirm that every submission in Jotform automatically creates a new customer in Customer.io, demonstrating the power of Pabbly Connect in automating workflows.

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Conclusion

In this tutorial, we explored how to create a Customer.io customer on Jotform submission using Pabbly Connect. This integration automates the process, ensuring that every new form submission results in a new customer being added seamlessly. By following these steps, you can enhance your workflow efficiency and streamline customer management.

Learn how to send WhatsApp notifications on FlexiFunnels form submissions through Pabbly Connect with this detailed step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for FlexiFunnels

To send WhatsApp notifications on FlexiFunnels form submission, we will use Pabbly Connect as our automation platform. Start by visiting Pabbly’s website and signing in or signing up for a free account. Once logged in, access the Pabbly Connect tool from your dashboard.

Click on the ‘Create Workflow’ button to begin setting up your automation. Name your workflow something like ‘WhatsApp Notification on FlexiFunnels Form Submission’ and save it in your desired folder. This will initiate the process of connecting your FlexiFunnels account with WhatsApp through Pabbly Connect.

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2. Selecting FlexiFunnels as Trigger Application

In this step, we will set up FlexiFunnels as the trigger application in Pabbly Connect. Choose FlexiFunnels from the list of available applications and select the trigger event as ‘New Form Submission’. This means that every time a new form is submitted in FlexiFunnels, it will trigger the workflow.

• Search for and select FlexiFunnels as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, navigate to your FlexiFunnels account. Go to Project Settings, select your page, and under settings, find the option to connect a webhook. Paste the copied URL into the designated field and save your changes. This step successfully links your FlexiFunnels form submission to Pabbly Connect.

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3. Testing the Trigger Setup in Pabbly Connect

Now that we have set up the trigger, it’s time to test if Pabbly Connect is capturing the form submissions correctly. To do this, go back to your FlexiFunnels page and publish the changes. Then, submit a test form with sample data.

Once you submit the form, return to Pabbly Connect to check if the data has been captured. You should see the first name, last name, email, and phone number displayed in the workflow response. This confirms that the trigger setup is functioning properly.

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4. Setting Up WhatsApp Cloud API as Action Application

For the action step, we will select WhatsApp Cloud API in Pabbly Connect. This will allow us to send a WhatsApp message whenever a new form is submitted. Choose the action event as ‘Send Template Message’ and connect your WhatsApp Cloud API account.

• Select WhatsApp Cloud API as the action application.
• Choose ‘Send Template Message’ as the action event.
• Connect your WhatsApp account using the required API credentials.

After connecting, input the necessary details such as the template name, recipient’s phone number, and any variables needed for the message. This setup ensures that each time a form is submitted, a personalized WhatsApp message is sent to the lead through Pabbly Connect.

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5. Finalizing and Testing Your Workflow

With both the trigger and action set up, it’s time to finalize your workflow. Review all the mapped fields, ensuring that the recipient’s phone number and message template are correctly configured. Once everything is set, click on ‘Save and Send Test Request’ to test the workflow.

If successful, you should receive a WhatsApp message confirming that your workflow is operational. Check your WhatsApp to see the message and verify that it includes the details from your form submission. This indicates that Pabbly Connect has successfully integrated FlexiFunnels with WhatsApp notifications.

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Conclusion

In this tutorial, we demonstrated how to send WhatsApp notifications on FlexiFunnels form submission using Pabbly Connect. By following these steps, you can automate your lead notifications effectively, ensuring prompt responses to new submissions.

Learn how to integrate Wix and HubSpot using Pabbly Connect to automate contact creation seamlessly. Follow our step-by-step tutorial for complete guidance. 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 Wix contact for a new HubSpot contact, the first step is to access Pabbly Connect. This platform will enable the integration between HubSpot and Wix seamlessly. Start by visiting the Pabbly Connect website and signing in or signing up for a free account.

If you are new to Pabbly Connect, click on ‘Sign Up for Free’ to create an account. After signing in, you will be directed to the Pabbly Connect dashboard where you can start creating workflows to automate your tasks.

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Creating a Workflow in Pabbly Connect

Once you’re in Pabbly Connect, click on the ‘Create Workflow’ button. This will prompt you to name your workflow, which you can call ‘Create Wix Contact for New HubSpot Contact.’ Select a folder to save your workflow for better organization.

Next, you will see two sections: Trigger and Action. The Trigger will be set to HubSpot, and you need to select the event as ‘New Contact Added.’ This ensures that every time a new contact is created in HubSpot, it triggers the workflow in Pabbly Connect.

• Click on ‘Add New Connection’ to connect HubSpot with Pabbly Connect.
• Choose the HubSpot account you want to connect.
• Select the output properties you want to retrieve from HubSpot, like first name, last name, email, phone number, and city.

After setting up the trigger, click on ‘Save’ to proceed with the workflow setup.

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Setting Up Action in Pabbly Connect

Now that the trigger is set up, the next step involves configuring the action in Pabbly Connect. Here, you will select Wix as the action application and choose ‘Create Contact’ as the action event. This action will create a new contact in Wix based on the information retrieved from HubSpot.

To connect Wix with Pabbly Connect, you will need to add a new connection. You will have to provide the App ID and App Secret Key from the Wix Developer Center. Navigate to the Wix Developer Center to create a new app and fill in the required details, including App URL and Redirect URL.

• Click on ‘Create New App’ and set it up from scratch.
• Set the permissions for contacts and members.
• Copy the App ID and App Secret Key back to Pabbly Connect.

After entering the required credentials, click ‘Save’ to establish the connection between Wix and Pabbly Connect.

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Mapping Fields in Pabbly Connect

With both applications connected, you now need to map the fields in Pabbly Connect. This process involves linking the data retrieved from HubSpot to the corresponding fields in Wix. You will map the first name, last name, email, phone number, and city from HubSpot to Wix.

To do this, simply click on the mapping fields and select the corresponding data from the HubSpot response. This ensures that when a new contact is created in HubSpot, all relevant information is transferred to Wix automatically.

Select the first name from the HubSpot response to map it to Wix. Repeat this for last name, email, phone number, and city. After mapping all fields, click on ‘Save and Send Test Request’ to check if the integration works correctly.

If everything is set up correctly, you will receive a positive response indicating that the new contact has been created in Wix.

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Testing the Integration with Pabbly Connect

After mapping the fields, it’s time to test your workflow in Pabbly Connect. Go back to your HubSpot account and create a new contact. For instance, you can create a contact named Jack Caris with the email [email protected], phone number, and city details.

Once the contact is created, return to Pabbly Connect and click on the ‘Save and Send Test Request’ button. You should see the response from the HubSpot contact creation with all the details you entered. This confirms that Pabbly Connect has successfully captured the data.

Finally, check your Wix account under the contacts section to verify that the new contact has been created with the details from HubSpot. If everything is functioning correctly, your integration is now complete and ready to automate future contact creations.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Wix contacts whenever a new contact is added in HubSpot. By following these steps, you can streamline your workflow and enhance efficiency without any coding knowledge. Automating this process saves time and ensures accuracy in contact management.

Learn how to create Outlook Calendar events from Jotform submissions using Pabbly Connect. Follow this step-by-step guide for seamless integration. 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 create Outlook Calendar events from Jotform submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re new, you can sign up for free to get started with 100 free tasks every month.

Once logged in, navigate to the dashboard where you can see various applications. Click on Pabbly Connect to access its functionality. This platform allows you to automate tasks between different apps, making it easier to manage your workflow.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to connect Jotform with Outlook Calendar using Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A pop-up will appear, prompting you to name your workflow.

• Name your workflow as ‘Create Outlook Calendar Event from Jotform Submission’.
• Select a folder where you wish to save this workflow.

After naming and selecting the folder, click on the ‘Create’ button. You will now see two sections: Trigger and Action. This is where you will set up the automation process using Pabbly Connect.

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3. Setting Up the Trigger with Jotform

The next step involves setting up the trigger for your workflow. Click on the arrow in the Trigger section to select Jotform as your trigger application. Choose the event type as ‘New Response’. This setup ensures that every time there is a new submission in Jotform, Pabbly Connect will capture it.

After selecting the trigger application and event, Pabbly Connect generates a unique webhook URL. Copy this URL as it will be used to connect your Jotform with Pabbly Connect.

• Open your Jotform account and navigate to the form you created for appointment bookings.
• Go to Settings > Integrations and search for ‘Webhooks’.
• Paste the webhook URL you copied from Pabbly Connect and click on ‘Complete Integration’.

Once this is done, return to Pabbly Connect, and it will indicate that it is waiting for a webhook response, confirming that the integration is successful.

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4. Testing the Integration and Capturing Responses

Now, it’s time to test your setup. Fill out the Jotform appointment booking form to simulate a new submission. Ensure all required fields are completed, including first name, last name, email, date, and time.

After submitting the form, go back to your Pabbly Connect dashboard. You should see that the response has been captured successfully, displaying the details you entered in the form.

Check the captured data for accuracy, including names, email addresses, and appointment details. This confirms that your Jotform is correctly integrated with Pabbly Connect.

With the data captured, you are ready to set up the action step that will create the event in your Outlook Calendar.

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5. Creating an Event in Outlook Calendar

To finalize the integration, you need to set up the action step in Pabbly Connect. Select Microsoft Office 365 as your action application and choose ‘Create Event in Calendar’ as the action event. Click on ‘Connect’ to link your Office 365 account.

Authorize the connection by clicking on ‘Accept’ when prompted. Once connected, you can configure the event details. Select your calendar, enter the subject (e.g., ‘Appointment Booked’), and fill in the content.

Map the start date and time from the Jotform response to the event. Set the end date and time by adding one hour to the start time using the Date/Time Formatter feature. Finally, click on ‘Save and Send Test Request’ to create the event.

After completing these steps, check your Outlook Calendar to verify that the appointment has been successfully created.

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Conclusion

By following the steps outlined in this tutorial, you can easily create Outlook Calendar events from Jotform submissions using Pabbly Connect. This integration streamlines your appointment booking process, ensuring that all submissions are automatically reflected in your calendar.

Learn how to create a double opt-in email verification system using Pabbly Connect. This tutorial covers integration with Google Sheets, Gmail, and Formstack. 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 Email Verification

To create a double opt-in system, first access Pabbly Connect. Navigate to the Pabbly website and select the option to sign up or log in.

Once logged in, click on the ‘Access Now’ button for Pabbly Connect. This will take you to the dashboard where you can create workflows for automation.

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2. Creating Workflows in Pabbly Connect

In this step, you will set up your first workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Formstack to Google Sheets to Gmail’.

• Select Formstack as your trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Connect your Formstack account by clicking ‘Connect with Formstack’.

After setting up the trigger, save and send a test request to ensure that Pabbly Connect is receiving data from Formstack correctly.

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3. Integrating Google Sheets with Pabbly Connect

Next, we will integrate Google Sheets with Pabbly Connect. In the action step, choose Google Sheets and select the action event as ‘Add New Row’.

Connect your Google Sheets account and select the spreadsheet where you want to store your form responses. Map the fields from Formstack to the corresponding columns in Google Sheets.

• Map the name, email, mobile number, city, and age fields.
• Leave the email verification status column blank for now.

Once the mapping is complete, save and send a test request to confirm that the data is being added to your Google Sheet.

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4. Sending Verification Email Using Gmail

Now, configure the third action step to send a verification email using Gmail through Pabbly Connect. Select Gmail as the application and choose ‘Send Email’ as the action event.

Connect your Gmail account and set up the email details. Make sure to map the recipient’s email address from the Formstack submission. Use HTML formatting to create a professional email that includes a verification button.

Set the email subject to ‘Email Verification’. Add the HTML content with a verify email button that links to your webhook URL.

After filling in the email details, save and send a test request to ensure the email is sent correctly.

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5. Updating Email Verification Status in Google Sheets

Finally, set up the second automation workflow in Pabbly Connect to update the email verification status. Create a new workflow named ‘Update Email Verification Status’ and select Webhook as the trigger application.

Copy the webhook URL generated by Pabbly Connect and use it in the verification email button. When a user clicks the button, the webhook will capture their information.

Use Google Sheets to look up the user’s email based on the webhook response. Update the email verification status in the corresponding row.

Save and send a test request to confirm the status is updated successfully in Google Sheets.

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Conclusion

This tutorial demonstrates how to create a double opt-in email verification system using Pabbly Connect. By integrating Formstack, Google Sheets, and Gmail, you can automate the email verification process efficiently.

Learn how to seamlessly integrate Instagram Ads leads to GoHighLevel CRM with custom fields using Pabbly Connect in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Instagram Ads leads with GoHighLevel CRM, first access Pabbly Connect. This platform allows you to automate the process without coding skills. Start by visiting the Pabbly Connect homepage and logging in or signing up for a free account.

Once logged in, you will find options to create workflows. This is the first step in automating your lead management. By using Pabbly Connect, you can set up triggers and actions that will connect your Instagram Ads leads directly to GoHighLevel CRM.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, create a new workflow to add Instagram Ads leads to your GoHighLevel CRM. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Add Instagram Ads Lead to GoHighLevel CRM with Custom Fields’. This will help you easily identify the workflow later.

• Select a folder for your workflow.
• Click on ‘Create’ to proceed.

Now, you will see two windows: one for the trigger and another for the action. Select ‘Instagram Lead Ads’ as your trigger application and ‘GoHighLevel CRM’ as your action application. This selection is crucial for ensuring that your leads are processed correctly using Pabbly Connect.

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3. Setting Up the Trigger Event in Pabbly Connect

To set up the trigger event, choose ‘New Lead Instant’ from the trigger event options in Pabbly Connect. This event will ensure that every time a new lead is generated, it will trigger the workflow to add that lead to GoHighLevel CRM.

Next, you will need to connect your Instagram account. Click on ‘Add New Connection’ and follow the prompts to authorize your Instagram account. This step is essential for Pabbly Connect to access your leads from Instagram Ads.

• Select the Facebook page linked to your Instagram account.
• Choose the lead generation form used in your ad campaign.

Once you’ve selected the appropriate options, click ‘Save and Send Test Request’ to ensure that the connection works correctly. This test will confirm that Pabbly Connect can capture lead responses from Instagram.

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4. Connecting GoHighLevel CRM to Pabbly Connect

After successfully setting up the trigger, the next step is to connect GoHighLevel CRM through Pabbly Connect. Select ‘Lead Connector V2’ as your action application. This integration will allow you to create new contacts in GoHighLevel CRM automatically.

Choose ‘Create a Contact’ as the action event. Click on ‘Connect’ to establish a connection with your GoHighLevel CRM account. After authorizing, you will be able to map the fields from Instagram leads to the corresponding fields in GoHighLevel CRM.

Map the first name, last name, email, and phone number fields. Ensure to include custom fields like gender if required.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’. This will add a new contact to your GoHighLevel CRM, confirming that the integration via Pabbly Connect is successful.

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5. Testing and Verifying the Integration

To verify that the integration is working, submit a test lead through your Instagram lead form. This will allow Pabbly Connect to capture the lead data and send it to GoHighLevel CRM. Ensure that you fill in all necessary fields, including any custom fields you’ve set up.

After submitting the test lead, return to Pabbly Connect to check the response. If the data is captured correctly, you will see the lead details reflected in the response section. This confirms that your integration is functioning as expected.

Check GoHighLevel CRM to see if the new contact appears with all the mapped details. Verify that the custom fields are also populated correctly.

Once verified, your setup is complete! Now, every time a lead is generated from Instagram, it will automatically be added to GoHighLevel CRM through Pabbly Connect, streamlining your lead management process.

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Conclusion

This tutorial provides a detailed guide on using Pabbly Connect to integrate Instagram Ads leads into GoHighLevel CRM with custom fields. By following these steps, you can automate your lead management efficiently and effectively.

Learn how to automate your post-sales communication using Pabbly Connect, Google Sheets, and WhatsApp to optimize customer feedback efficiently. 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 begin automating customer feedback using Pabbly Connect, first navigate to the Pabbly Connect homepage. You can access this by entering the URL in your browser. Once on the page, you will see options for signing in or signing up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Existing users can simply sign in. After signing in, you will get 100 free tasks every month to explore automation features. This is a great way to familiarize yourself with Pabbly Connect.

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2. Setting Up Google Sheets Integration with Pabbly Connect

In this step, we will set up Google Sheets as our trigger application in Pabbly Connect. The goal is to automate the process of sending feedback forms to customers after their orders are delivered. First, create a Google Sheet that contains all relevant order details.

• Ensure your spreadsheet includes columns for order number, customer name, email, phone number, product details, and order status.
• The order status should have values like ‘Delivered’ or ‘On Hold’.
• This setup will help trigger actions in Pabbly Connect.

Once your Google Sheet is ready, go back to Pabbly Connect and create a new workflow, naming it appropriately. Select Google Sheets as the trigger application and set the trigger event to ‘New or Updated Spreadsheet Row’. This will initiate the workflow whenever a new order is added.

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3. Connecting WhatsApp Cloud API in Pabbly Connect

Next, we will connect the WhatsApp Cloud API to send feedback messages to customers. In this step, you will select WhatsApp Cloud API as your action application in Pabbly Connect. This API allows you to send template messages to customers efficiently.

To do this, choose the action event as ‘Send Template Message’. You will need to enter your WhatsApp Cloud API credentials, including the token, phone number ID, and WhatsApp business account ID. This information can be found in your Meta developers account under the API setup section.

• Ensure you have created a message template in your WhatsApp Cloud API account.
• Map the customer’s phone number and the feedback form link dynamically in Pabbly Connect.
• This allows for personalized messages to be sent based on the customer’s details.

After entering all necessary details, save your settings to establish the connection. This integration will automate the sending of feedback forms after an order is marked as delivered.

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4. Testing the Integration with Pabbly Connect

Once you have set up your workflow in Pabbly Connect, it is crucial to test the integration to ensure everything works seamlessly. You can do this by adding a new order in your Google Sheet and changing the order status to ‘Delivered’.

After updating the order status, check if the feedback message is sent to the customer’s WhatsApp. You should receive a message containing the feedback form link, confirming that the integration is functioning correctly.

Verify that the message includes the correct customer name and the feedback form link. If the message is not received, double-check your workflow settings in Pabbly Connect. Make sure all mappings are correctly set up for dynamic data.

Successful testing ensures that your post-sales communication is automated, enhancing customer feedback collection.

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5. Finalizing Your Automation with Pabbly Connect

After testing, you can finalize your automation setup in Pabbly Connect. Ensure all configurations are saved and that your Google Sheet is continuously updated with new orders. This will allow the automation to trigger messages whenever a new order is marked as delivered.

To send messages to all customers at once, you can use the ‘Send All Data’ feature in the Pabbly Connect Webhooks add-on. This feature allows you to send messages to multiple customers simultaneously, enhancing your feedback collection process.

Review all your templates in WhatsApp Cloud API to ensure they are approved and ready for use. Customize each message based on customer feedback to improve service. Utilize Pabbly Connect to manage and optimize all customer interactions.

With these steps, your post-sales communication via WhatsApp will be automated, allowing you to focus on other business aspects while ensuring customer satisfaction.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate post-sales communication via WhatsApp effectively. By integrating Google Sheets with WhatsApp Cloud API, you can streamline customer feedback collection and enhance communication.

Learn how to send payment reminders via email from MySQL records using Pabbly Connect. Follow this step-by-step guide 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 Payment Reminders

To send payment reminders, we will utilize Pabbly Connect. First, open your web browser and navigate to Pabbly Connect’s website. If you don’t have an account, click on the ‘Sign Up for Free’ button and follow the prompts to create one. You will receive 100 free tasks every month, which is perfect for this integration.

Once you have an account, sign in and click on the ‘Access Now’ button under Pabbly Connect. This will take you to the dashboard where you can create and manage your workflows. Here, you can see all the apps that Pabbly offers, and we will focus on integrating MySQL and Gmail through Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button. A pop-up will appear where you can name your workflow. For this tutorial, name it ‘Send Payment Reminders via Email from MySQL Records’. Select the folder where you want to save this workflow and click on ‘Create’. using Pabbly Connect

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

Your workflow will consist of two main sections: Trigger and Action. The Trigger section will initiate the workflow, while the Action section will define what happens next. In this case, we will set the Trigger to ‘Schedule by P’ to run the workflow daily.

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3. Setting Up Trigger and Action in Pabbly Connect

In the Trigger section, choose ‘Schedule by P’ as your trigger application. This allows you to set how often the workflow runs. Select ‘Everyday’ from the options and specify the time you want the workflow to run, for example, 11:00 AM. Click ‘Save’ to confirm. using Pabbly Connect

Next, we will set the Action to fetch data from MySQL. Select ‘MySQL’ as your action application and choose ‘Get Rows’ as the action event. You will need to connect your MySQL database to Pabbly Connect. Click on ‘Connect’ and enter your database credentials (username, password, host, database, and port).

• Select ‘MySQL’ as the action application.
• Choose ‘Get Rows’ as the action event.
• Fill in your MySQL connection details.

Once connected, select the table that contains your payment records and set a filter to retrieve only those with a payment status of ‘Due’. This ensures that only relevant records are fetched for reminders.

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4. Using Iterator to Process Rows in Pabbly Connect

After fetching the rows from MySQL, the next step is to use the Iterator feature of Pabbly Connect. Add another action step and select ‘Iterator by P’. This allows you to process each row of data individually. Choose the array of data you received from the MySQL step.

Once the Iterator is set up, click ‘Save and Send Test Request’ to ensure it retrieves data correctly. You will see the details of each customer with due payments, which will be used in the next step for sending emails.

Select ‘Iterator by P’ for processing. Map the response from the previous step. Test to confirm data retrieval.

This step is crucial as it prepares the data for sending payment reminders via email.

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5. Sending Payment Reminders via Gmail Using Pabbly Connect

For the final step, set up Gmail as your action application in Pabbly Connect. Choose ‘Send Email’ as the action event. You will need to connect your Gmail account by clicking ‘Connect’ and allowing access.

Once connected, fill in the required fields for sending emails. Use the mapped email addresses from the Iterator response for the recipient’s email. Set the email subject to ‘Outstanding Payment Due’ and compose the email content, reminding customers about their due payments.

Map recipient email addresses from Iterator. Set a clear subject line for the email. Compose a reminder message for due payments.

Finally, click ‘Save and Send Test Request’ to confirm that your payment reminders are being sent successfully. Check your Gmail sent items to verify that the emails were dispatched correctly.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send payment reminders via email from MySQL records. By following the steps outlined, you can automate this process efficiently and ensure timely communication with your customers regarding their due payments.

Learn how to automate the creation of Mailmodo contacts from Elementor form submissions using Pabbly Connect. Follow our detailed step-by-step tutorial. 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 create Mailmodo contacts on Elementor form submission, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage at Pabbly.com/connect.

If you’re a new user, click on the ‘Sign Up Free’ option to create an account. Existing users can simply sign in. After signing in, you’ll be directed to the Pabbly Connect dashboard where you can create workflows.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect to automate the process of adding Mailmodo contacts. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

• Name your workflow as ‘Create Mailmodo Contacts on Elementor Form Submission’.
• Select your preferred folder for organizing workflows.
• Click on the ‘Create’ button to finalize your workflow.

After creating the workflow, you will see two essential components: the trigger and action. The trigger will be set to Elementor, and the action will be set to Mailmodo. This setup allows for automated contact creation upon form submissions.

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3. Setting Up the Trigger for Elementor Form Submission

To set up the trigger in Pabbly Connect, select Elementor as the trigger application and choose the event as ‘New Form Submission’. This will provide you with a webhook URL that connects Elementor to Pabbly Connect.

Now, head over to your Elementor form in WordPress. Click on ‘Edit with Elementor’ and navigate to the form settings. Under ‘Actions After Submit’, select ‘Webhook’ and paste the webhook URL from Pabbly Connect into the designated field. Finally, click on the ‘Update’ button to save your changes.

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4. Testing the Trigger and Receiving Data

After setting up the trigger, it is essential to test if it works correctly. Go back to your Elementor form and fill out the fields with dummy data. Submit the form to trigger the webhook. using Pabbly Connect

• Enter a first name, last name, email, and phone number.
• Click on the ‘Submit’ button after filling out the form.

Upon submission, check your Pabbly Connect dashboard. You should see the response indicating that the form data has been successfully received, including fields like first name, last name, email, and phone number.

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5. Setting Up Mailmodo as the Action Application

Next, we will configure the action application in Pabbly Connect. Select Mailmodo as the action application and choose ‘Add Contact to List’ as the action event. Click on ‘Connect’ to establish a new connection.

To set up the connection, provide a name for your connection and enter the API key from your Mailmodo account. You can generate this API key in the Mailmodo settings under the API Keys section. Once the connection is established, map the data from the Elementor form submission fields to the corresponding fields in Mailmodo.

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Conclusion

In this tutorial, we demonstrated how to create Mailmodo contacts on Elementor form submission using Pabbly Connect. By following these steps, you can automate the process of adding new contacts effortlessly whenever a form is submitted on your Elementor website. This integration streamlines your workflow and enhances your marketing efforts.

Learn how to integrate Brevo (Sendinblue) with Elementor Form Submission using Pabbly Connect. Follow our step-by-step guide for seamless automation! 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 a Brevo contact on Elementor form submission, you first need to access Pabbly Connect. This platform is essential for automating the process between Elementor and Brevo.

To start, simply type ‘Pabbly.com/connect’ into your browser. You will see options to sign in or sign up for free. If you are a new user, click on ‘Sign Up for Free’ to create an account and receive 100 tasks each month for free. Existing users can sign in directly.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to your dashboard. Click on the ‘Create Workflow’ button located in the top right corner. Here, you need to name your workflow, for instance, ‘Create Brevo Contact on Elementor Form Submission’.

• Click on ‘Create’ to proceed.
• Select ‘Elementor’ as your trigger application.
• Choose ‘New Form Submission’ as the trigger event.

After selecting these options, you will set up the action application next, which will be Brevo. This action will create a contact each time a form is submitted.

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3. Connecting Elementor to Pabbly Connect

To connect Elementor to Pabbly Connect, you will receive a webhook URL from the trigger step. This URL acts as a bridge between Elementor and Pabbly Connect.

Edit the page where your Elementor form is located. Under the ‘Actions After Submit’ section, select ‘Webhook’ and paste the URL you copied from Pabbly Connect. After updating, your form is ready to send data to Pabbly Connect.

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4. Testing the Form Submission

Once you’ve set up the webhook, it’s time to test the integration. Fill in the Elementor form with sample data, such as first name, last name, email, and phone number, and submit it. This action will trigger the webhook and send the data to Pabbly Connect.

After submission, return to Pabbly Connect to check if the response was captured. You should see the form submission data, confirming that the trigger is working correctly.

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5. Creating a Contact in Brevo

Now, you can set up the action to create a contact in Brevo. Click on ‘Connect’ in the action step and input your Brevo domain and API key. You can generate a new API key from your Brevo account under the SMTP & API section. using Pabbly Connect

Once the connection is established, map the fields from the form submission to Brevo. This includes mapping the email, first name, last name, and phone number. Ensure that you select the correct list in Brevo where the contact will be added.

Finally, click ‘Save’ and test the action to confirm that a new contact is created in Brevo upon form submission. Refresh your Brevo contacts list to see the new entry.

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Conclusion

In this tutorial, we demonstrated how to create a Brevo contact on Elementor form submission using Pabbly Connect. By following these steps, you can automate the process effectively, ensuring every form submission is captured as a contact in Brevo.