Author: Rajpal Tomar

Learn how to create Mailchimp subscribers from Instagram Ads using Pabbly Connect. This step-by-step guide walks you through the integration process. 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

---

1. Accessing Pabbly Connect for Instagram Ads Integration

To create Mailchimp subscribers from Instagram Ads, you first need to access Pabbly Connect. Start by typing ‘Pabbly.com/connect’ in your browser. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account and get 100 tasks for free each month. Existing users can simply sign in.

Once logged in, navigate to the all applications page and click on ‘Access Now’ under Pabbly Connect. This will take you to your dashboard, where you can create workflows for your integrations.

---

2. Creating a Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner. In the dialog box that appears, name your workflow ‘Create Mailchimp Subscriber from Instagram Ads’ and save it in your desired folder.

• Click on ‘Create’ to proceed.
• You will now see the trigger and action setup window.

Here, the trigger application will be Instagram Ads, and the action application will be Mailchimp. This setup allows Pabbly Connect to automate the process of adding new leads from Instagram Ads as subscribers in Mailchimp.

---

3. Setting Up Trigger and Action in Pabbly Connect

In this step, set Instagram Ads as your trigger application in Pabbly Connect. Choose ‘New Lead Instant’ as the trigger event. This means every time a new lead is generated from your Instagram Ads, it will initiate the workflow.

Next, select Mailchimp as your action application and choose ‘Add New Member with Custom Fields’ as the action event. This allows you to add the new lead details into your Mailchimp account automatically.

• Ensure your Instagram account is linked to your Facebook page.
• Confirm that you have a lead gen form set up in your Meta Ads Manager.

With the trigger and action set, Pabbly Connect is now ready to capture leads from Instagram Ads and send them to Mailchimp.

---

4. Testing the Integration with a Test Lead

To test the integration, you will need to create a test lead using the Meta Lead Ads Testing Tool. Ensure you have selected your Facebook page and the corresponding lead gen form in Pabbly Connect before proceeding.

After setting up, click on ‘Save and Send Test Request’ in Pabbly Connect. This will prepare the system to receive a new lead. Now, go to the Meta Lead Ads Testing Tool and submit a test lead by filling in the required fields.

Once you submit the test lead, return to Pabbly Connect to check if the lead details have been captured successfully. If captured, it indicates that your integration is functioning correctly, and the lead can now be added to Mailchimp.

---

5. Finalizing Mailchimp Connection in Pabbly Connect

Now that you’ve tested the integration, it’s time to finalize the connection with Mailchimp in Pabbly Connect. You need to establish a connection by entering your Mailchimp API key and data center information.

To get your API key, log into your Mailchimp account, navigate to your profile, and find the API keys under the Extras menu. Generate a new key if necessary. Once you have the API key, paste it into Pabbly Connect along with the data center URL.

Finally, select the audience list in Mailchimp where you want the leads to be added. Use the mapping feature to ensure that the lead details are correctly populated in Mailchimp. Once done, click on ‘Save and Test Request’. If successful, your leads will now be automatically added to Mailchimp whenever a new lead comes in from Instagram Ads.

---

Conclusion

By following these detailed steps, you can efficiently create Mailchimp subscribers from Instagram Ads using Pabbly Connect. This integration automates your lead generation process, ensuring that every new lead is captured and added seamlessly to your Mailchimp account.

Learn how to automate incident management using Google Chat and Simply integration with step-by-step instructions. Streamline your workflows effortlessly! Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Automation

To automate incident management, we first need to set up Pabbly Connect. This tool allows us to connect various applications without coding. Begin by visiting the Pabbly Connect homepage and signing in or creating a new account.

After logging in, you will see the dashboard. Click on the ‘Create Workflow’ button. A dialog will prompt you to name your workflow. Enter a name like ‘Automate Incident Reports with Pabbly Connect’ and select a folder for organization. Click ‘Create’ to proceed.

---

2. Trigger Setup with GitHub for Incident Management

The first step in our automation is to set GitHub as the trigger application. Every time a new issue is raised in GitHub, it will trigger our workflow. Choose GitHub from the list of applications and select the trigger event as ‘New Issue’.

• Select ‘Add New Connection’ to connect your GitHub account.
• Authorize Pabbly Connect to access your GitHub account.
• Select the owner and repository where the issues are tracked.

Once connected, create a test issue in GitHub to capture the response in Pabbly Connect. This confirms that the connection is successful and ready for further actions.

---

3. Recording Issues in Google Sheets

After setting up GitHub as the trigger, the next step is to record the issues in Google Sheets. Select Google Sheets as the action application and choose ‘Add New Row’ as the action event. This will allow us to log details of the new issues raised. using Pabbly Connect

Connect your Google Sheets account by selecting ‘Add New Connection’. Once connected, specify the spreadsheet and sheet where you want to log the incident details. Map the fields such as Issue ID, Title, Date, and Description from the GitHub response to the Google Sheets fields.

• Map Issue ID from GitHub to the corresponding field in Google Sheets.
• Ensure the date is formatted correctly for logging.
• Click ‘Save and Send Test Request’ to verify successful entry.

Check your Google Sheets to confirm that the new issue details have been logged correctly. This integration ensures that all incidents are documented in real-time.

---

4. Notifying the Team on Google Chat

The final step in our automation is to notify the team via Google Chat whenever a new issue is raised. Select Google Chat as the action application and choose ‘Create Message’ as the action event.

To set up the connection, you need to provide the Google Chat webhook URL. You can obtain this by creating a new webhook in your Google Chat space. Name the webhook appropriately, such as ‘New Issue Notification’, and paste the URL into Pabbly Connect.

Compose a message template for the notification. Map the issue details from GitHub to the message template. Test the message to ensure it is sent correctly to Google Chat.

Once the message is successfully sent, your team will receive real-time updates on new issues, enhancing communication and incident management.

---

5. Conclusion

In this tutorial, we explored how to automate incident management using Google Chat and Simply integration with Pabbly Connect. By setting up triggers in GitHub and actions in Google Sheets and Google Chat, you can streamline your workflow efficiently.

This integration not only saves time but also ensures that your team stays informed about new issues as they arise. Start automating your incident management today for better efficiency!

Learn how to integrate FlexiFunnels sales data into Microsoft Excel using Pabbly Connect with this 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

---

1. Accessing Pabbly Connect to Start Integration

To add FlexiFunnels sales data to Microsoft Excel, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage using the URL provided.

On the homepage, you’ll find options to sign in or sign up for free. If you are a new user, click on ‘Sign Up Free’ to get 300 tasks every month. Existing users should click on ‘Sign In’ to access their dashboard.

---

2. Creating a Workflow in Pabbly Connect

Once logged in, you will see the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button located at the top right corner. This is where you will set up your workflow for integrating FlexiFunnels with Microsoft Excel. using Pabbly Connect

• Enter the name for your workflow, such as ‘Add FlexiFunnels Sales Data to Microsoft Excel’.
• Select a folder for your workflow, like ‘Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is set to FlexiFunnels, while the Action will be Microsoft Excel.

---

3. Setting Up the Trigger for FlexiFunnels

In this step, you will set up the trigger for your workflow. Select FlexiFunnels as your trigger application and choose ‘New Purchase’ as the trigger event. This means that whenever a new purchase is made, it will trigger the workflow.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. This URL is crucial as it connects your FlexiFunnels account with Pabbly Connect. Copy this webhook URL to use it in your FlexiFunnels settings.

• Log into your FlexiFunnels account.
• Navigate to the product settings and select the product you are selling.
• Set rules for the product and paste the webhook URL into the appropriate field.

After saving the settings in FlexiFunnels, return to Pabbly Connect to confirm that it is waiting for a webhook response.

---

4. Testing the Trigger and Setting Up the Action

To test whether the trigger is functioning correctly, make a test purchase in FlexiFunnels. Enter dummy data such as first name, last name, email address, and payment information. Once the purchase is completed, go back to Pabbly Connect to see if the response has been received.

After confirming that the webhook response has been received, proceed to set up the action. Select Microsoft Excel as your action application and choose ‘Add Row to Worksheet’ as the action event. This will allow you to add the purchase details to your Excel sheet automatically.

Connect your Microsoft Excel account to Pabbly Connect. Select the workbook where you want to add the data. Map the fields from the webhook response to the corresponding columns in Excel.

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’ to finalize the setup.

---

5. Verifying the Integration Success

After saving the action, check your Microsoft Excel sheet to verify that the new purchase data has been added successfully. You should see the details like first name, last name, email, and contact number populated in the designated columns.

To ensure everything is working, repeat the test purchase process. Each new purchase should automatically add a new row with the corresponding data in your Excel sheet. This confirms that the integration between FlexiFunnels and Microsoft Excel via Pabbly Connect is functioning correctly.

If you want to use this same workflow in your account, you can find the clone link in the description box below. This allows you to replicate the integration easily without starting from scratch.

---

Conclusion

In this tutorial, we explored how to add FlexiFunnels sales data to Microsoft Excel using Pabbly Connect. By following the steps outlined, you can automate the data entry process and ensure that all new purchases are recorded seamlessly in your Excel sheet. This integration enhances your workflow efficiency and reduces manual errors.

Learn how to automate creating contacts in System.io from JotForm submissions using Pabbly Connect. Step-by-step guide to streamline your workflow. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To start automating the creation of contacts in System.io from JotForm submissions, you first need to access Pabbly Connect. Visit the homepage at Pabbly.com/connect and either sign in or sign up for a free account.

Once logged in, you will see the dashboard of Pabbly Connect. Here, you can manage all your integrations. Click on the ‘Create Workflow’ button to begin setting up your automation process.

---

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow that will connect JotForm to System.io. After clicking the ‘Create Workflow’ button, you will need to name your workflow, such as ‘Create System.io Contacts on JotForm Submission’. using Pabbly Connect

• Select a folder for your workflow.
• Click on the ‘Create’ button to proceed.
• You will now set up the trigger and action for your automation.

After creating your workflow, you will see options for setting up a trigger. Choose JotForm as your trigger application and select ‘New Response’ as the trigger event. This sets up the automation to respond to new submissions.

---

3. Configuring the JotForm Trigger in Pabbly Connect

Once you have set JotForm as your trigger, Pabbly Connect will provide you with a webhook URL. This URL must be copied and integrated into your JotForm settings to establish a connection.

Log into your JotForm account, select the form you want to use, and navigate to the settings. Under the Integrations section, find the Webhooks option and paste the copied URL. Complete the integration to ensure JotForm can send data to Pabbly Connect.

---

4. Mapping Data to System.io in Pabbly Connect

After successfully setting up the JotForm trigger, you will now configure the action in System.io. Select System.io as the action application and choose ‘Create Contact’ as the action event.

To connect System.io with Pabbly Connect, you will need to provide an API key. This key can be generated from your System.io account settings under the Pabbly API Keys section. Once you have the API key, paste it into Pabbly Connect to establish the connection.

• Map the fields such as email, first name, last name, and phone number from the JotForm submission.
• Ensure all required fields in System.io are filled with data from JotForm.
• Click on ‘Save and Send Test Request’ to verify the connection.

Once the test request is successful, you can check your System.io account to confirm that the contact was created with the correct details.

---

5. Testing the Integration with Pabbly Connect

The final step is to test your integration to ensure everything works correctly. Submit another test response through your JotForm. This will trigger the automation you have set up in Pabbly Connect.

After submitting the new form response, return to your System.io account and refresh the contacts list. You should see the new contact created based on the details provided in the test submission.

If everything is set up correctly, you will have successfully automated the process of creating contacts in System.io from JotForm submissions using Pabbly Connect.

---

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of contacts in System.io from JotForm submissions. By following these steps, you can streamline your workflow and enhance productivity.

Learn how to automate the addition of PagerDuty incidents in Google Sheets using Pabbly Connect. This step-by-step guide ensures accurate integration without coding. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To start integrating PagerDuty incidents into Google Sheets, access Pabbly Connect through its official website. This platform allows seamless automation without needing coding skills.

Once on the homepage, you can either sign in if you are an existing user or click on the ‘Sign up for free’ button to create a new account. After signing up, you will receive 100 free tasks monthly to explore automation features.

---

2. Creating a New Workflow in Pabbly Connect

After signing in, you will be directed to the dashboard of Pabbly Connect. Here, click on the ‘Create Workflow’ button to begin. You will be prompted to name your workflow, such as ‘Add New PagerDuty Incidents in Google Sheets’.

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

Now, you will see two windows: one for the trigger and another for the action. Select PagerDuty as the trigger application and Google Sheets as the action application to automate incident recording.

---

3. Setting Up the Trigger with PagerDuty

In this step, you will configure the trigger in Pabbly Connect. Choose PagerDuty and set the trigger event to ‘Incident is Triggered’. This means that whenever a new incident is raised in PagerDuty, it will trigger the workflow.

Pabbly Connect will provide a Webhook URL. Copy this URL as you will need it to connect PagerDuty with Pabbly Connect. Log into your PagerDuty account and navigate to the Integrations section, where you will find the option for a generic webhook.

• Click on ‘New Webhook’.
• Paste the copied Webhook URL.
• Select ‘Service’ for the scope type.
• Add a description like ‘Google Sheets record’.

Ensure that the event subscription is set to ‘Incident Trigger’ and click on ‘Add Webhook’. This establishes the connection needed for Pabbly Connect to receive data from PagerDuty.

---

4. Testing the Integration

With the webhook set up, it’s time to test the integration in Pabbly Connect. Go back to the dashboard and click the ‘Test’ button. Create a test incident in PagerDuty to see if the data flows correctly.

To create a test incident, navigate to the incident section in PagerDuty and click on ‘New Incident’. Fill in the details such as service, title, urgency, and description, then click ‘Create Incident’. This action should trigger the webhook and send data to Pabbly Connect.

Check back in Pabbly Connect to see if the response has been received. You should see the details of the incident, confirming that the integration is successful. If you see the response, it indicates that the connection is working perfectly.

---

5. Adding Incident Details to Google Sheets

Next, you will set up the action in Pabbly Connect to add the incident details to Google Sheets. Select Google Sheets as your action application and choose ‘Add New Row’ as the action event.

Connect your Google Sheets account to Pabbly Connect. After connecting, select the spreadsheet where you want to record the incident details. Map the data fields from PagerDuty to your Google Sheets columns, such as title, date, priority, and urgency.

Map the title from the incident. Format the date using Pabbly’s Date Time Formatter. Map the priority and urgency fields.

Once all fields are mapped, click on ‘Save and Send Test Request’. Check your Google Sheets to confirm that a new row has been added with the incident details. This completes the integration process, ensuring that every new incident in PagerDuty is automatically recorded in Google Sheets.

---

Conclusion

This tutorial provides a comprehensive guide on how to automate the addition of PagerDuty incidents in Google Sheets using Pabbly Connect. By following these steps, you can efficiently manage incident data without manual effort, enhancing productivity and ensuring accurate records.

Learn how to automate lead qualification by integrating Sparkle with URL Using Pabbly Connect. Follow our step-by-step guide for seamless automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

---

1. Automating Lead Qualification with Sparkle and URL

Automating lead qualification using Sparkle can significantly enhance your marketing and sales processes. In this tutorial, we will explore how to connect Sparkle with URL through Make to streamline lead management. This integration allows for automatic lead qualification based on predefined criteria.

To start, we will utilize Google Forms to gather lead information. Each submission will trigger actions in Zoho CRM to ensure that only qualified leads are added. This setup eliminates manual data entry and speeds up the lead qualification process.

---

2. Setting Up Google Forms for Lead Qualification

To qualify leads effectively, the first step is creating a Google Form. This form will contain various questions to assess the lead’s potential. The questions can include name, email, phone number, event type, and budget. using Pabbly Connect

• Create a new Google Form titled ‘Lead Scoring Form’.
• Add questions relevant to lead qualification.
• Ensure the form captures all necessary information for evaluation.

Once the form is set up, the next step is to link it to Google Sheets. This connection will help in tracking responses in real-time, which is crucial for the automation process.

---

3. Connecting Google Sheets to Make for Automation

After setting up your Google Form, the next step is to connect Google Sheets to Make. This connection is essential for processing the responses automatically. You will need to set up a webhook URL provided by Make.

To do this, follow these steps:

• Copy the webhook URL from Make.
• Open your Google Sheet linked to the form.
• Install the Pabbly Connect add-on from Google Workspace Marketplace.

Once the add-on is installed, set it up to send responses to the webhook URL. This will ensure that every new form submission is captured and processed automatically.

---

4. Qualifying Leads in Zoho CRM

Once the data is captured in Google Sheets, the next step is to qualify leads based on specific criteria before adding them to Zoho CRM. This is where the automation truly shines.

You will set conditions in Make to determine if a lead meets the qualification criteria. For example, you might check if the lead opted to receive updates and if their budget meets a certain threshold.

Set conditions to check if the lead wants to receive updates. Evaluate the lead’s budget and event timeline. Only qualified leads should be passed to Zoho CRM.

By implementing these criteria, you can ensure that only the most promising leads are added to your CRM for follow-up and nurturing.

---

5. Finalizing the Integration with Make

To finalize the integration, you will need to connect Zoho CRM to Make. This involves selecting the action event to add leads based on the responses captured earlier. using Pabbly Connect

Here’s how to do it:

Choose ‘Insert or Update Record’ as the action event in Zoho CRM. Map the fields from Google Sheets to Zoho CRM. Test the integration to ensure leads are added correctly.

Once this is done, your automation will be complete. Now, every time a lead submits the form, their data will be evaluated and added to Zoho CRM automatically, enhancing your lead management process.

---

Conclusion

In conclusion, integrating Sparkle with URL Using Pabbly Connect allows for efficient lead qualification. By automating the process, you can save time and ensure that only qualified leads are nurtured in Zoho CRM. This setup enhances your overall marketing strategy and improves lead management efficiency.

Learn how to create Elorus contacts from Google Sheets using Pabbly Connect. Follow this detailed tutorial for seamless integration and automation. 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

---

1. Accessing Pabbly Connect for Integration

To create Elorus contacts from Google Sheets, you first need to access Pabbly Connect. Start by typing ‘Pabbly.com/connect’ in your browser. This platform is essential for setting up the integration between Google Sheets and Elorus.

Once on the Pabbly Connect landing page, you have two options: sign in if you are an existing user or click on ‘Sign up for free’ to create a new account. New users receive 100 tasks free each month, making it an ideal starting point for automation.

---

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button found in the top right corner. Name your workflow something like ‘Create Elorus Contacts from Google Sheets’ to keep it organized.

• Select a folder for your workflow, such as ‘Google Sheets to Elorus Automation’.
• Click on ‘Create’ to proceed.

Once you create the workflow, you’ll arrive at a screen where you can set up your trigger and action. The trigger will be Google Sheets, and the action will be Elorus. This setup is crucial for automating the process of creating contacts.

---

3. Setting Up the Trigger in Pabbly Connect

In this step, configure the trigger application in Pabbly Connect. Search for ‘Google Sheets’ and select it as your trigger application. The event will be ‘New or Updated Spreadsheet Row’ to capture new lead details.

Next, you will be provided with a webhook URL that acts as a bridge between Google Sheets and Pabbly Connect. Copy this URL as you will need to paste it into your Google Sheets to establish the connection.

---

4. Configuring Google Sheets with Pabbly Connect

Open your Google Sheets where you maintain lead details. Ensure you have the Pabbly Connect Webhooks extension installed. If not, go to ‘Extensions’ > ‘Get Add-ons’ and search for ‘Pabbly Connect Webhooks’ to install it.

• Go to ‘Extensions’ > ‘Pabbly Connect Webhooks’ > ‘Initial Setup’.
• Paste the webhook URL you copied from Pabbly Connect.
• Select the final data column (e.g., column F) as your trigger column.

Click ‘Submit’ to complete the setup. This connection ensures that any new lead added to Google Sheets is sent to Pabbly Connect, ready for processing.

---

5. Creating Contacts in Elorus through Pabbly Connect

Now that your trigger is set, it’s time to configure the action in Pabbly Connect. Search for ‘Elorus’ as your action application and select ‘Create a New Contact’ as the action event. You will need to connect your Elorus account by providing the API key and organization ID.

Map the fields from the Google Sheets response to the corresponding fields in Elorus. This includes first name, last name, company, profession, email, and phone number. Proper mapping ensures that the correct data is sent to Elorus for each new lead.

After mapping the fields, click ‘Save & Test Request’. If successful, you will receive a confirmation that a new contact has been created in your Elorus account. This automation is now fully functional, allowing you to create Elorus contacts seamlessly from Google Sheets.

---

Conclusion

In this tutorial, you learned how to create Elorus contacts from Google Sheets using Pabbly Connect. By following these steps, you can automate lead management efficiently, ensuring that every new lead is captured as a contact in Elorus without manual effort.

Learn how to integrate JotForm with SendPulse using Pabbly Connect. This detailed tutorial covers every step of the automation process for seamless subscriber management. 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

---

1. Accessing Pabbly Connect for Integration

To start integrating JotForm with SendPulse, first, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect to reach its landing page. Here, you’ll find options to sign in or sign up for free if you are a new user.

For existing users, click on the sign-in button. Once logged in, you will see the dashboard with various Pabbly applications. Click on the Pabbly Connect icon to begin setting up your workflow for integrating JotForm and SendPulse.

---

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, and a prompt will ask for the workflow name. Name your workflow something descriptive, like ‘JotForm to SendPulse Integration’. Choose a folder to save it in, then click ‘Create’.

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

Now, you will be in the workflow window, where you can set up triggers and actions. For this integration, select JotForm as the trigger application. This is crucial because it will initiate the workflow when a new form response is submitted.

---

3. Setting Up the JotForm Trigger

In Pabbly Connect, you need to specify the trigger event. Choose ‘New Response’ from the list of trigger events. This step is essential as it will activate the workflow whenever a new submission is made in your JotForm account.

After selecting the trigger event, Pabbly Connect provides a webhook URL. This URL is used to connect your JotForm account with the workflow. Copy this URL, as you will need it in the next steps to complete the integration.

---

4. Integrating JotForm with Pabbly Connect

Now, navigate to your JotForm account to integrate it with Pabbly Connect. Open the form you want to use for this integration and go to the settings. Under the integrations section, find and select ‘Webhooks’.

• Paste the copied webhook URL into the Webhook settings.
• Click on ‘Complete Integration’ to finalize the connection.
• Check for a confirmation tick mark indicating successful integration.

Once the integration is complete, you can publish the form. This will allow you to test the form submission and ensure that data is being captured correctly in Pabbly Connect.

---

5. Adding Subscriber in SendPulse

After confirming the JotForm integration, the next step in Pabbly Connect is to set up the action for SendPulse. Choose SendPulse as the action application and select the ‘Add Subscriber’ action event. This allows Pabbly Connect to add new subscribers automatically.

To connect your SendPulse account, you will need to provide your API ID and secret. Log into your SendPulse account, navigate to account settings, and retrieve your API credentials. Paste these credentials into Pabbly Connect to establish the connection.

---

Conclusion

In this tutorial, we demonstrated how to integrate JotForm with SendPulse using Pabbly Connect. By following the steps outlined, you can automate the process of adding new subscribers seamlessly. This integration enhances your workflow and ensures efficient subscriber management.

Learn how to integrate WhatsApp Cloud API with Trade India using Pabbly Connect for automated lead notifications. Step-by-step guide included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for WhatsApp Integration

To integrate WhatsApp Cloud API with Trade India, start by accessing Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page by searching for ‘Pabbly.com/c/connect’.

Once on the landing page, you will see options to sign in or sign up for a free account. If you are new, click on the ‘Sign Up Free’ option to create an account. Existing users can just click ‘Sign In’ to access their account.

---

2. Creating a Workflow in Pabbly Connect

After signing in, you will reach the all apps page. Click on ‘Access Now’ under Pabbly Connect to go to the dashboard. Here, you can create an automation workflow by clicking the ‘Create Workflow’ button. using Pabbly Connect

• Name your workflow (e.g., ‘Trade India to WhatsApp’).
• Select the folder for your Pabbly account.
• Click ‘Create’ to proceed.

Once the workflow is created, you’ll see two sections: the trigger window and the action window. The trigger window is where you set the event that starts the automation.

---

3. Setting Up Trigger for Trade India

To set up the trigger, search for ‘Trade India’ in the choose app section of the trigger window. Select it, then choose ‘Capture Leads’ as the trigger event and click ‘Connect’.

Next, you will need to add a new connection by entering your Trade India account details. This includes your User ID, Profile ID, and Key, which can be found in your Trade India account under ‘My Inquiry API’.

• Copy User ID from Trade India and paste it into Pabbly Connect.
• Copy Profile ID and paste it.
• Copy Key and paste it as well.

After entering the details, click ‘Save’. This connects your Trade India account with Pabbly Connect. Test the connection by clicking ‘Save and Send Test Request’ to retrieve the latest lead details.

---

4. Connecting WhatsApp Cloud API to Pabbly Connect

Now, to send WhatsApp notifications, go to the action window and search for ‘WhatsApp Cloud API’. Select it, and choose ‘Send Template Message’ as the action event. Click ‘Connect’ and add a new connection.

For the connection, you will need to input your WhatsApp Cloud API details, including the temporary access token, phone number ID, and business account ID. These can be found in your WhatsApp Cloud API dashboard.

Paste the temporary access token. Paste the phone number ID. Paste the WhatsApp business account ID.

After entering these details, click ‘Save’. This connects your WhatsApp Cloud API to Pabbly Connect, enabling you to send messages using the configured template.

---

5. Configuring the Message Template

To send notifications, you need to create a message template in your WhatsApp Cloud API account. This template must be approved by Meta. In the action step, select the template you wish to use.

For instance, the template named ‘Lead Notification’ can be set up with dynamic variables to include lead details such as name, contact number, and company name. You will map these variables from the trigger step responses in Pabbly Connect.

Map the lead’s name to Body Field 1. Map the lead’s contact number to Body Field 2. Map the lead’s company name to Body Field 3, and so on.

After mapping all necessary fields, click ‘Save and Send Test Request’ to verify that the WhatsApp message is sent correctly. You should receive a notification on WhatsApp with the lead details.

---

Conclusion

Integrating WhatsApp Cloud API with Trade India using Pabbly Connect automates lead notifications effectively. This step-by-step guide ensures you receive real-time updates on new leads directly to your WhatsApp.

Learn how to automate sending forms in BoloForms from Google Sheets using Pabbly Connect. This step-by-step guide covers the entire integration process. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To send forms in BoloForms from Google Sheets, first, access Pabbly Connect. You can do this by navigating to the Pabbly Connect website and signing in or signing up for a free account.

Once logged in, you will see the dashboard. From here, you can create a new workflow that connects Google Sheets and BoloForms. This integration will automate the process of sending forms to your customers based on data in your Google Sheets.

---

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘+ Create Workflow’ button. You will be prompted to name your workflow. Enter a descriptive name such as ‘Send Forms in BoloForms from Google Sheets’.

• Select the folder for your workflow.
• Choose Google Sheets as the trigger application.
• Set the trigger event to ‘New or Updated Spreadsheet Row’.

Once these steps are completed, click on the ‘Create’ button to finalize your workflow setup. This will set the foundation for your integration between Google Sheets and BoloForms through Pabbly Connect.

---

3. Setting Up the Trigger from Google Sheets

With your workflow created, the next step is to set up the trigger. Copy the webhook URL generated by Pabbly Connect and head over to your Google Sheets.

In Google Sheets, go to the ‘Extensions’ menu, select ‘Add-ons’, then ‘Get add-ons’, and search for ‘Pabbly Connect Webhook’. Install this add-on and return to the ‘Extensions’ menu to find the Pabbly Connect Webhook option. Click on ‘Initial Setup’ and paste the copied webhook URL. Specify the trigger column, which is the final data column in your sheet.

---

4. Configuring the Action to Send Forms in BoloForms

Now that the trigger is set, the next action is to configure BoloForms in Pabbly Connect. Select BoloForms as your action application and choose the action event ‘Send Form’.

To connect your BoloForms account, you will need to enter your API key. You can find this by going to your BoloForms account, clicking on ‘Settings’, then ‘Integrations’, and finally clicking ‘Setup’ for the API. Copy the API key and paste it into Pabbly Connect.

• Select the form you want to send, such as the feedback form.
• Map the recipient’s email address from Google Sheets to ensure each customer receives their form.
• Fill in the email subject and body to personalize the message.

After configuring these details, click on ‘Save and Send Test Request’ to send a test email to verify the integration.

---

5. Sending Forms to All Customers Automatically

Once the test is successful, you can send forms to all customers listed in your Google Sheets. Go back to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and click on ‘Send All Data’. This will trigger the sending of feedback forms to all customers.

With Pabbly Connect, you have successfully automated the entire process of sending forms in BoloForms from Google Sheets. Each customer will receive their feedback form automatically, streamlining your feedback collection process.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send forms in BoloForms from Google Sheets. By following the detailed steps, you can automate your feedback process efficiently. This integration saves time and enhances customer engagement.