Author: Rajpal Tomar

Learn how to integrate Facebook Lead Ads with Elorus using Pabbly Connect in this step-by-step tutorial. Automate contact creation effortlessly! 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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Setting Up Pabbly Connect for Facebook Lead Ads Integration

To create Elorus contacts for Facebook Lead Ads leads, we will use Pabbly Connect. Start by accessing the Pabbly Connect website and signing in. If you’re a new user, click on ‘Sign Up Free’ to create an account. After signing in, you’ll see the dashboard where you can manage your integrations.

Once on the dashboard, locate the ‘Create Workflow’ button in the top right corner. Click on it to initiate the process. You will be prompted to name your workflow, so enter ‘Create Elorus Contact for Facebook Lead Ads Leads’ and select a folder for organization. After that, click on ‘Create’ to proceed.

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Configuring the Trigger Application: Facebook Lead Ads

In this section, we will set up the trigger application using Pabbly Connect. Choose ‘Facebook Lead Ads’ as your trigger application and select ‘New Lead Instant’ as the trigger event. This ensures that whenever a new lead is generated, Pabbly Connect captures the response immediately.

Next, you will need to connect your Facebook Lead Ads account with Pabbly Connect. Click on ‘Connect’ and choose ‘Add New Connection’. Log in to your Facebook account and authorize the connection. After successful authorization, select your Facebook page from the dropdown menu. Choose the lead form that you want to connect. You can select a specific form or all forms as per your requirement.

• Select ‘Facebook Lead Ads’ as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account and select the appropriate page and lead form.

After saving the settings, Pabbly Connect will wait for a webhook response. To test this, generate a new lead using the Meta for Developers tool to ensure the trigger is working correctly.

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Testing the Trigger Setup with Meta for Developers

To test the trigger setup, you will use the Meta for Developers tool. Go to the Lead Ads Testing Tool and select your Facebook page and lead form. Preview the form and fill it with dummy data, such as first name, last name, email, phone number, and city. Click on ‘Submit’ to send the test lead.

After submitting the test lead, return to Pabbly Connect. You should see that the response has been successfully received, containing all the lead details. This confirms that your trigger setup is functioning properly and ready to proceed to the action step.

• Fill out the form with dummy data in the Lead Ads Testing Tool.
• Submit the lead and check for a successful response in Pabbly Connect.

With the trigger successfully tested, you are now ready to set up the action step to create a contact in Elorus.

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Setting Up the Action Application: Elorus

Now we will configure the action application using Pabbly Connect. Select ‘Elorus’ as your action application and choose ‘Create a Contact’ as the action event. This action will create a new contact in your Elorus account whenever a new lead is captured.

To connect your Elorus account, click on ‘Connect’ and choose ‘Add New Connection’. You will need to provide your API key and organization ID, which can be found in your Elorus account settings. Copy the API key and organization ID into the respective fields in Pabbly Connect.

Select ‘Elorus’ as the action application. Choose ‘Create a Contact’ as the action event. Enter your API key and organization ID to establish the connection.

Once connected, you will need to map the lead data received from Facebook Lead Ads to the contact fields in Elorus. This mapping allows the contact details to be dynamically filled based on the lead information.

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Finalizing the Integration and Testing

After mapping the data, click on ‘Save and Send Test Request’ in Pabbly Connect. You should receive a successful response indicating that a new contact has been created in your Elorus account. Check your Elorus contacts to verify that the new contact appears with the correct details.

To ensure everything is functioning correctly, conduct another test by generating a new lead using the Lead Ads Testing Tool. Make sure to delete the previous lead to avoid conflicts. Fill out the form again and submit it. Check your Elorus account to confirm that the new contact has been created successfully.

This integration allows you to automate the process of creating contacts in Elorus from Facebook Lead Ads leads, streamlining your workflow and ensuring you never miss a lead.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to create Elorus contacts automatically from Facebook Lead Ads leads. By following the steps outlined, you can efficiently manage leads without manual input, enhancing your workflow.

Learn how to integrate WhatsApp with WhatsApp Cloud API Using Pabbly Connect to automate notifications. Step-by-step tutorial with detailed instructions and examples. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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Setting Up WhatsApp Integration with WhatsApp Cloud API

To start the integration process, we will use WhatsApp and WhatsApp Cloud API. First, log in to your P connect account. If you are a new user, you can sign up for free and get 300 tasks every month to explore the software.

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you will find a ‘Create Workflow’ button. Click on it to initiate the workflow setup for receiving WhatsApp notifications.

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Creating a Workflow for WhatsApp Notifications

In the ‘Create Workflow’ dialog box, name your workflow something like ‘Receive WhatsApp Notification on Flexi Funnel Sales.’ Select your folder as automations to keep things organized. Click on the ‘Create’ button to proceed.

In this workflow, the trigger application will be Flexi Funnels, and the action application will be WhatsApp Cloud API. Set up the trigger by selecting Flexi Funnels and the event as ‘New Purchase.’ This step will allow you to receive webhook URLs necessary for connecting Flexi Funnels with P connect.

• Select ‘Flexi Funnels’ as the trigger application.
• Choose the trigger event ‘New Purchase.’
• Copy the provided webhook URL for later use.

After setting up the trigger, you will need to configure Flexi Funnels to send data to this webhook URL. This involves logging into your Flexi Funnels account and setting up product rules to trigger on purchase.

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Configuring Flexi Funnels for Webhook

In your Flexi Funnels account, navigate to the product you are selling. Click on the product and select ‘Set Rules.’ Here, you will create a rule for when a product is purchased. Make sure to enter the webhook URL you copied from P connect. using Pabbly Connect

After entering the webhook URL, save the settings. You can now test this setup by making a dummy purchase on your Flexi Funnels sales page. This will send data to the webhook and allow P connect to receive the response.

• Select the product and click on ‘Set Rules.’
• Choose ‘Product is Purchased’ as the win condition.
• Paste the webhook URL and save the rule.

Once the purchase is made, return to P connect to see if the webhook has received the response, confirming the setup is working correctly.

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Connecting WhatsApp Cloud API to P connect

Now that the Flexi Funnels trigger is set up, it’s time to configure the action application, which is WhatsApp Cloud API. Select the action event as ‘Send Template Message.’ Click on ‘Connect’ to establish a connection between WhatsApp Cloud API and P connect.

To connect, you will need to enter your WhatsApp Cloud API credentials, including the temporary access token, phone number ID, and WhatsApp business account ID. Ensure you have these details ready from your WhatsApp Cloud API setup.

Click on ‘Add New Connection’ to set up the connection. Input the temporary access token and other required details. Save the connection to proceed.

After saving the connection, you will need to select the template name for the WhatsApp message. Make sure you have created a message template in your WhatsApp Cloud API account.

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Testing the Integration with WhatsApp

After setting up your WhatsApp Cloud API connection, it’s time to test the integration. You will select the message template you created and map the necessary fields to include dynamic data such as customer name and contact information. using Pabbly Connect

Once you have mapped the fields correctly, click on ‘Save and Send Test Request.’ If everything is set up correctly, you should receive a WhatsApp message confirming the new purchase with all relevant details.

To ensure the automation works, make another test purchase on your Flexi Funnels sales page. After completing the order, check your WhatsApp to confirm that you receive a new message with the updated customer details.

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Conclusion

In this tutorial, we explored how to integrate WhatsApp with WhatsApp Cloud API Using Pabbly Connect. By following the steps outlined, you can automate notifications for new purchases on your Flexi Funnels sales page, ensuring you never miss a sale.

This integration enhances your sales process by sending real-time updates directly to your WhatsApp, making it easier to manage customer interactions efficiently. Start automating your workflow today!

Learn how to automate your onboarding checklist using Pabbly Connect with Google Forms and Google Chat. Follow this detailed tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

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1. Accessing Pabbly Connect for Onboarding Automation

To start automating your onboarding checklist, you first need to access Pabbly Connect. Begin by visiting the official Pabbly Connect website. If you are a new user, you can sign up for free, which allows you to get 100 free tasks every month.

Once you are signed in, you will see the Pabbly applications window. Click on Pabbly Connect to open the dashboard. From here, you can create a new workflow to connect your Google Forms with Google Chat for seamless onboarding communication.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear asking for a workflow name; enter something like ‘Automate Onboarding Checklist’.

• Select a folder to save your workflow, such as ‘Google Forms Automations’.
• Click on ‘Create’ to finalize the workflow setup.

Your workflow is now created, and you will see two sections labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the automation, while the action is what happens in response.

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3. Setting Up Google Forms as Trigger in Pabbly Connect

In this step, you will configure Google Forms as the trigger application in Pabbly Connect. Click on the trigger application section and select ‘Google Forms’. For the trigger event, choose ‘New Response Received’ since you want to capture form submissions from new hires.

After selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need it to connect your Google Form to Pabbly Connect.

• Open your Google Form and click on ‘Responses’.
• Select ‘Link to Sheets’ to create a new spreadsheet connected to your form.

This setup ensures that all new responses are captured and sent to Pabbly Connect for further processing.

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4. Connecting Google Sheets with Pabbly Connect

Next, you will connect Google Sheets to Pabbly Connect. In your Google Sheet, click on ‘Extensions’, then ‘Add-ons’, and search for ‘Pabbly Connect Webhooks’. Install this add-on if you haven’t already.

After installation, go back to the ‘Extensions’ menu, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Paste the copied webhook URL from Pabbly Connect and set the trigger column to the final data column in your spreadsheet.

Click on ‘Submit’ to save your settings. Ensure to enable the ‘Send on Event’ option under the same add-on.

This connection allows Pabbly Connect to capture responses automatically from Google Sheets whenever a new form submission occurs.

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5. Setting Up Google Chat Action in Pabbly Connect

After configuring the trigger, it’s time to set up the action in Pabbly Connect. Select Google Chat as your action application and choose ‘Create Message’ as the action event. You will need to provide the chat webhook URL, which you can obtain from your Google Chat settings.

Follow the steps to create a new webhook in Google Chat, naming it appropriately and copying the URL. Paste this URL back into Pabbly Connect during the action setup.

Compose the message you want to send, including dynamic fields from the previous steps. Click on ‘Save and Send Test Request’ to verify the setup.

Once everything is set up correctly, you will see messages in your Google Chat space whenever a form submission is made, confirming the completion of the onboarding checklist.

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Conclusion

In this tutorial, we explored how to automate the onboarding checklist using Pabbly Connect with Google Forms and Google Chat. By following these steps, you can ensure that all necessary documents are submitted and notifications are sent seamlessly, enhancing your onboarding process.

Learn how to integrate JotForm with Coda using Pabbly Connect. This step-by-step guide covers all necessary steps for successful automation. 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 start integrating JotForm with Coda, first, access Pabbly Connect. Open a new tab and search for Pabbly Connect to reach its landing page.

If you don’t have an account, click on ‘Sign Up for Free’ to create one. Existing users can simply sign in. Once logged in, click on the ‘Access Now’ button under Pabbly Connect to enter the dashboard.

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2. Creating a Workflow in Pabbly Connect

After accessing the dashboard, the next step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. A pop-up will appear where you can name your workflow, such as ‘Create Coda Row from JotForm Submission’.

• Name your workflow appropriately.
• Select the folder where you want to save it.
• Click on ‘Create’ to proceed.

This will take you to the workflow setup page where you can set up the trigger and action. Here, you will see two boxes: Trigger and Action.

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3. Setting Up the Trigger with JotForm

In the trigger box, select JotForm as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Response’. This event will initiate the workflow whenever a new form submission is received.

Next, you need to connect JotForm with Pabbly Connect. Copy the provided webhook URL from Pabbly Connect and navigate to your JotForm account. In JotForm, go to the form settings, then to Integrations, and search for Webhooks.

• Paste the copied webhook URL into the Webhooks integration.
• Click on ‘Complete Integration’ to finalize.

After completing this step, return to Pabbly Connect where it will show that it is waiting for a response.

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4. Setting Up the Action with Coda

Now, set up the action in your workflow by selecting Coda as the action application in Pabbly Connect. Choose ‘Create Row’ as your action event. This action will add a new row in your Coda table based on the JotForm submission data.

To connect Coda with Pabbly Connect, you will need an API token. Go to your Coda account, navigate to account settings, and generate a new API token. Copy this token and return to Pabbly Connect.

Paste the API token in Pabbly Connect. Select the document and table where you want to add the new row. Map the fields from JotForm to the corresponding columns in Coda.

Once you have mapped all the necessary fields, click ‘Save and Send Test Request’ to ensure everything is set up correctly.

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5. Testing the Integration

To test the integration, go back to JotForm and submit a new form entry. Fill out the form with sample data and hit submit. This action will trigger the workflow in Pabbly Connect.

After submitting the form, return to Pabbly Connect to check if the response was received successfully. You should see the details of the form submission captured in Pabbly Connect.

Finally, check your Coda table to confirm that a new row has been added with the details from the JotForm submission. This verifies that the integration is working smoothly, allowing automatic data entry from JotForm to Coda.

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Conclusion

In this guide, we explored how to integrate JotForm with Coda using Pabbly Connect. By following the steps outlined, you can automate the process of adding form submissions directly into your Coda tables, enhancing your workflow efficiency.

Learn how to automate sending TradingView alerts to Slack using Pabbly Connect. This step-by-step guide covers all necessary integrations. 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 Automation

To automate sending TradingView alerts to Slack, we will use Pabbly Connect. First, open your browser and go to the Pabbly Connect website. You can sign up for a free account or log in if you already have one.

Once logged in, navigate to the ‘All Apps’ page and click on ‘Access Now’ under Pabbly Connect. This will take you to the Pabbly Connect dashboard where you can create your automation workflow.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘TradingView to Slack’. Select the appropriate folder for your workflow and click on ‘Create’. using Pabbly Connect

• Enter a descriptive name for your workflow.
• Choose the folder where the workflow will be saved.
• Click on ‘Create’ to start building your automation.

Your workflow will now display two windows: the trigger window and the action window. In the trigger window, select ‘TradingView’ as the app and choose ‘New Alert’ as the trigger event.

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3. Connecting TradingView to Pabbly Connect

After selecting TradingView, you will receive a webhook URL. This URL is essential for connecting your TradingView alerts to Pabbly Connect. Copy this webhook URL and go to your TradingView account.

Open the alert you created in TradingView and paste the webhook URL in the notification section. Make sure to set the alert condition to trigger when the stock price crosses up a specific value. Click on ‘Save’ to finalize this setup.

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4. Setting Up a Filter in Pabbly Connect

To ensure only relevant alerts are sent to Slack, we need to set up a filter in Pabbly Connect. After the trigger, click on ‘Add Action Step’ and select ‘Filter by Pabbly’.

• Choose the response label from the TradingView trigger.
• Select ‘Contains’ as the filter type.
• Enter ‘Crossing up’ as the filter value.

This filter will ensure that only alerts containing the phrase ‘Crossing up’ will be sent to your Slack channel. Click on ‘Save’ to apply the filter settings.

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5. Sending Alerts to Slack

Next, we need to set up the action to send messages to Slack. Click on ‘Add Action Step’ and select ‘Slack’ from the app options. Choose ‘Send Channel Message’ as the action event. using Pabbly Connect

Connect your Slack account by clicking on ‘Connect with Slack’. You will have the option to choose either a user-based or bot-based connection. For automation purposes, a bot-based connection is recommended. After connecting, select the channel where alerts should be sent.

Map the message content from the TradingView alert to the Slack message field. This ensures that the exact alert message from TradingView is sent to Slack. Finally, click on ‘Save’ and test the automation to see if the alerts are being sent successfully.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending TradingView alerts to Slack. By following the steps outlined, you can efficiently keep your team informed about important trading signals in real-time.

Learn how to use Pabbly Connect to automate Slack notifications for new PagerDuty incidents with 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 begin integrating PagerDuty with Slack, you first need to access Pabbly Connect. This platform allows you to automate workflows without coding. Start by visiting the Pabbly Connect website and signing in or creating a free account.

Once logged in, navigate to the dashboard where you can create new workflows. Click on the ‘Create Workflow’ button to start setting up your integration. This initial step is crucial as it sets the foundation for automating notifications for new PagerDuty incidents.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it something descriptive, like ‘Slack Notifications for PagerDuty Incidents.’ Choose a folder to save your workflow, preferably one related to Slack for easy organization.

• Select ‘PagerDuty’ as the trigger application.
• Choose ‘Incident Triggered’ as the trigger event.
• Connect PagerDuty to Pabbly Connect using the provided webhook URL.

Once you set up the trigger, you can proceed to configure the action that will send notifications to Slack. This step is essential for ensuring that your team is promptly notified of any new incidents.

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3. Setting Up PagerDuty Integration

To connect PagerDuty with Pabbly Connect, you need to copy the webhook URL provided in the workflow setup. Go to your PagerDuty account, navigate to the Integrations section, and select ‘Generic Webhook’. Here, click on the ‘New Webhook’ button and paste the copied URL.

When filling out the webhook details, ensure you select the appropriate scope and event types. This will allow PagerDuty to send incident details to your Pabbly Connect workflow whenever a new incident is created. After saving the webhook, return to Pabbly Connect to test the connection.

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4. Configuring Slack Notifications

Now that PagerDuty is connected to Pabbly Connect, it’s time to set up the action that will send messages to Slack. Select Slack as the action application and choose ‘Send Channel Message’ as the action event. This will allow you to send notifications directly to your specified Slack channel.

• Connect your Slack account to Pabbly Connect by authorizing access.
• Choose the channel where you want to send notifications.
• Map the incident details from PagerDuty to the Slack message format.

Once everything is configured, save the action settings. This ensures that every time a new incident is triggered in PagerDuty, a corresponding message will be sent to your Slack channel, keeping your team informed.

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5. Testing the Integration

To ensure your integration between Pabbly Connect, PagerDuty, and Slack is working correctly, create a new incident in PagerDuty. Fill in all required details like title, urgency, and priority, then save the incident. This action should trigger the webhook you previously set up.

Return to your Slack channel to verify that the notification was received. The message should include all relevant incident details, such as title, urgency, and assigned personnel. This testing phase is crucial to confirm that your automation is functioning as intended.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate Slack notifications for new PagerDuty incidents. By following the steps outlined, you can streamline communication and ensure your team is promptly informed about critical incidents. This integration enhances efficiency and response times, allowing for quicker resolutions of issues.

Learn how to integrate JotForm with Chargebee using Pabbly Connect. This step-by-step tutorial covers all necessary actions and configurations. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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1. Accessing Pabbly Connect for Integration

To integrate JotForm with Chargebee, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and receive 100 tasks per month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find various tools offered by Pabbly. Click on ‘Access Now’ under Pabbly Connect to begin setting up your integration.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, create a new workflow to automate your tasks. Click on the ‘Create Workflow’ button, and you will be prompted to name your workflow. Enter a descriptive name such as ‘Create Chargebee Customers from JotForm Submissions’ and choose a folder to save it in.

• Click ‘Create’ to proceed to the workflow window.
• In this window, you will set up the trigger and action for your workflow.

In the workflow window, select JotForm as your trigger application. This means that when a new form is submitted in JotForm, it will trigger the workflow in Pabbly Connect. Choose the trigger event as ‘New Response’ to capture form submissions.

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3. Connecting JotForm to Pabbly Connect

Once you’ve selected JotForm as your trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect JotForm to your workflow. Next, log in to your JotForm account and navigate to the form you want to integrate.

• Open the form in the Form Builder.
• Go to the Settings tab and select the Integrations option.
• Search for Webhooks and paste the copied URL into the integration settings.

After pasting the URL, complete the integration in JotForm. This step ensures that every new submission in JotForm sends data to Pabbly Connect, allowing you to automate customer creation in Chargebee.

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4. Setting Up Chargebee Integration in Pabbly Connect

Now that JotForm is connected to Pabbly Connect, it’s time to set up the action step for Chargebee. In the workflow, select Chargebee as the action application. This means that when a new form is submitted, a new customer will be created in Chargebee automatically.

Select ‘Create Customer’ as the action event. If you have not previously connected your Chargebee account, you will need to create a new connection. Provide your Chargebee API key and site name as prompted by Pabbly Connect.

To find your API key, log into Chargebee and navigate to Settings > API Keys. Copy the API key and paste it into the required field in Pabbly Connect.

After setting up the connection, map the fields from the JotForm response to the Chargebee customer fields. This mapping allows Pabbly Connect to dynamically insert data from each form submission into Chargebee.

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5. Testing the Integration

With the integration set up, it’s crucial to test whether everything is functioning correctly. Go back to your JotForm and submit a test form. This action will trigger the workflow in Pabbly Connect.

After submitting the form, check Pabbly Connect to see if it captured the response successfully. If successful, navigate to your Chargebee account to verify that a new customer has been created with the submitted details.

Ensure that the first name, last name, email, and phone number match the submission. Repeat the test with different submissions to confirm consistency.

By following these steps, you can successfully integrate JotForm with Chargebee using Pabbly Connect, automating the process of customer creation without any coding required.

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Conclusion

This tutorial demonstrated how to integrate JotForm with Chargebee using Pabbly Connect. By following the steps outlined, you can automate customer creation directly from form submissions, enhancing your workflow efficiency.

Learn how to create HubSpot CRM contacts from Instagram Lead Ads using Pabbly Connect. Step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create HubSpot CRM contacts from Instagram Lead Ads, we will use Pabbly Connect. Start by navigating to the Pabbly Connect website. If you are a new user, click on ‘Sign Up for Free’ to get started with 100 free tasks per month.

Existing users can simply click on ‘Sign In’ to access their dashboards. Once logged in, locate the option to access Pabbly Connect, which is essential for connecting Instagram Lead Ads to HubSpot CRM.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect to automate the process. Click on the button labeled ‘Create Workflow’. You will be prompted to enter a workflow name and select a folder to save it in.

• Name your workflow as ‘Add New Leads from Instagram Lead Ads to HubSpot CRM’
• Select the desired folder for organization

After naming your workflow, click on ‘Create’. You will be directed to the workflow window, where you can set the trigger and action for the integration.

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3. Setting Up the Trigger with Instagram Lead Ads

The next step involves setting up the trigger in Pabbly Connect. Select ‘Instagram Lead Ads’ as your trigger application. For the trigger event, choose ‘New Lead Instant’. This will ensure that every time a new lead is generated, the workflow is activated.

Click on ‘Connect’ and opt to add a new connection. You will need to select your associated Facebook account, as the connection between Instagram and Pabbly Connect is established through Facebook. Once connected, choose the relevant Facebook page and lead form.

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4. Setting Up the Action to Create HubSpot CRM Contact

Now it’s time to set the action step in Pabbly Connect. Search for and select ‘HubSpot CRM’ as your action application. The action event should be ‘Create a Contact’. Click ‘Connect’ to proceed with the integration.

• Map the required fields such as email, first name, last name, and phone number
• Ensure all necessary details are filled in for the contact to be created

Once you have mapped the fields, click on ‘Save and Send Test Request’. This will create a new contact in your HubSpot CRM based on the information captured from the Instagram lead.

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5. Testing the Integration Workflow

To ensure everything works correctly, test the workflow created in Pabbly Connect. Use the Lead Ads Testing Tool to generate a test lead by selecting the appropriate page and form.

After submitting the test lead, check your HubSpot CRM to confirm that the contact has been created successfully. If the details match, your integration is working perfectly, and leads from Instagram will automatically populate your HubSpot CRM.

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Conclusion

By following these steps, you can seamlessly create HubSpot CRM contacts from Instagram Lead Ads using Pabbly Connect. This integration automates the lead management process, enhancing your business efficiency.

Learn how to automate the creation of Flodesk subscribers from ThriveCart bump purchases using Pabbly Connect in this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a Flodesk subscriber from a ThriveCart bump purchase, first, access Pabbly Connect. This platform is essential for integrating your applications seamlessly.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for free, which allows you to execute 100 tasks each month. Existing users should simply sign in to their accounts to proceed with the integration.

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2. Creating a Workflow in Pabbly Connect

Once signed in to Pabbly Connect, navigate to the dashboard and click on the button labeled ‘Create Workflow’. This action initiates the setup for your automation.

In the dialog box that appears, you will need to provide a name for your workflow. Enter ‘Create Flodesk Subscriber on ThriveCart Bump Purchase’. After naming your workflow, select the appropriate folder to save it in, like ‘ThriveCart Automations’. Finally, click ‘Create’ to establish your workflow.

• Name your workflow appropriately.
• Select a folder to organize your workflows.
• Click ‘Create’ to finalize the setup.

After creating the workflow, you will see two sections labeled ‘Trigger’ and ‘Action’. Setting up these components is crucial for your automation to work effectively.

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3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Click on the trigger section and select ‘ThriveCart’ as your trigger application.

For the trigger event, choose ‘Bump Purchase’. This selection indicates that the workflow will be activated whenever a bulk purchase occurs through ThriveCart. After selecting the trigger, click on ‘Connect’.

• Choose ‘ThriveCart’ as the trigger application.
• Select ‘Bump Purchase’ as the trigger event.
• Click ‘Connect’ to link to ThriveCart.

This step ensures that Pabbly Connect is prepared to capture data from ThriveCart whenever a purchase is made.

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4. Connecting ThriveCart to Pabbly Connect

To connect ThriveCart with Pabbly Connect, you will need an API key from your ThriveCart account. Go to your ThriveCart dashboard, click on your profile, and then select ‘Settings’.

Under the ‘API and Webhooks’ section, you will see options to create an API key. Click on ‘View Settings’, and then create a new API key by naming it (e.g., ‘Test Connection’). Copy this key and paste it back into Pabbly Connect to finalize the connection.

Access ‘Settings’ from your ThriveCart profile. Create a new API key and name it. Copy the key and return to Pabbly Connect.

After pasting the API key in Pabbly Connect, click ‘Save’ to establish the connection. This integration allows Pabbly Connect to receive purchase details from ThriveCart.

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5. Setting Up the Action in Pabbly Connect

Now that the trigger is set up, it’s time to configure the action in Pabbly Connect. Click on the action section and select ‘Flodesk’ as your action application.

For the action event, choose ‘Create/Update Subscriber’. This action will create a new subscriber in Flodesk whenever a purchase is made on ThriveCart. Click ‘Connect’ to link Flodesk to Pabbly Connect.

Select ‘Flodesk’ as the action application. Choose ‘Create/Update Subscriber’ as the action event. Click ‘Connect’ to link Flodesk.

After connecting, you will need to map the fields, such as email, first name, and last name, from the ThriveCart purchase data to the corresponding fields in Flodesk. This mapping ensures that the subscriber information is accurately transferred.

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Conclusion

In this tutorial, we explored how to create a Flodesk subscriber from a ThriveCart bump purchase using Pabbly Connect. By following the steps outlined, you can automate your subscriber management efficiently.

Utilizing Pabbly Connect simplifies the integration process, ensuring that your customer information is captured and utilized effectively. Automate your workflows today for better efficiency!

Learn how to integrate Modo Campaign with Google Sheets using Pabbly Connect for seamless email automation. Follow our step-by-step guide. 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 integrate Modo Campaign with Google Sheets, you first need to access Pabbly Connect. This platform allows you to create automated workflows that connect different applications seamlessly.

Navigate to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. You will see options to sign in or sign up for free. If you already have an account, simply sign in. New users can sign up and enjoy 100 free tasks each month.

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2. Creating a New Workflow in Pabbly Connect

Once logged in, you will be directed to your dashboard. To create a workflow, click on the ‘Create Workflow’ button located in the upper right corner. This is where you will set up the integration between Google Sheets and Modo Campaign.

• Name your workflow, for example, ‘Send Mail Modo Campaign from Google Sheets.’
• Select a folder to save the workflow, such as ‘Google Sheets to Mail Modo Automation.’
• Click on ‘Create’ to proceed.

After clicking create, you will be taken to a new window for setting up triggers and actions. This is where the magic of Pabbly Connect begins, allowing you to automate tasks between applications.

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3. Setting Up Trigger and Action in Pabbly Connect

The next step involves defining the trigger and action for your workflow. For this integration, the trigger application will be Google Sheets, and the action application will be Modo Campaign. using Pabbly Connect

In the trigger window, search for ‘Google Sheets’ and select it. The trigger event will be ‘New or Updated Spreadsheet Row,’ which means the workflow will activate whenever a new row is added to your Google Sheet. Next, for the action window, search for ‘Mail Modo’ and select it. The action event will be ‘Trigger Campaign,’ which sends your email campaign to the leads.

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4. Connecting Google Sheets to Pabbly Connect

To establish a connection between Google Sheets and Pabbly Connect, you will need a webhook URL. This URL acts as a bridge to connect your Google Sheets account with Pabbly Connect.

Go to your Google Sheet and click on ‘Extensions,’ then select ‘Pabbly Connect Webhooks.’ If you haven’t installed the extension yet, search for it in ‘Get Add-ons.’ Once installed, choose ‘Initial Setup’ from the Pabbly Connect Webhooks menu. Here, paste the webhook URL provided by Pabbly Connect and specify the trigger column, which is where the data will be sent from Google Sheets.

• Paste the webhook URL from Pabbly Connect.
• Set the trigger column to the final data column in your Google Sheet.

After submitting the setup, you will see a confirmation that the connection has been configured successfully. Now, Pabbly Connect will wait for a response from the webhook to proceed with the workflow.

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5. Sending Campaigns from Pabbly Connect

Now that you have established connections, you can proceed to send your Modo Campaign. In the action window, you will need to connect your Mail Modo account to Pabbly Connect by entering your API key.

To find your API key, log into your Mail Modo account, go to Settings, and navigate to API Keys. Create a new API key and copy it. Paste this key back into Pabbly Connect. After that, you will need to specify the campaign ID, which you can find in your Mail Modo account under the campaigns section.

Map the recipient’s email address from the Google Sheets data. Use mapping to personalize the email with the recipient’s first and last name.

Once you’ve completed these steps, click on ‘Save’ and test your request. If successful, your campaign will be sent to all leads in your Google Sheet. This demonstrates how effective Pabbly Connect is in automating your email campaigns through Modo.

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Conclusion

This tutorial has shown how to integrate Modo Campaign with Google Sheets using Pabbly Connect for seamless email automation. By following these steps, you can efficiently send campaigns to your leads with minimal effort.