Author: Rajpal Tomar

Learn how to automate sharing Trade India lead details on Telegram 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 begin automating the process of sharing new Trade India lead details on Telegram, you need to access Pabbly Connect. Simply go to your browser and search for Pabbly Connect.

Once on the landing page, you have two options: sign in if you’re an existing user or click on ‘Sign Up Free’ to create a new account. After signing in, navigate to the ‘All Apps’ page and click on ‘Access Now’ under Pabbly Connect to reach the dashboard.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow to connect Trade India with Telegram using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Trade India to Telegram’.

• Click on ‘Create’ after selecting the appropriate folder.
• You will see two windows: Trigger and Action.

This setup allows you to capture new leads from Trade India and send them to your Telegram group automatically.

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3. Setting Up the Trigger for Trade India

Now it’s time to set up the trigger in Pabbly Connect. In the trigger window, search for ‘Trade India’ and select it. Choose the trigger event as ‘Capture Leads’ from the dropdown menu.

Next, click on ‘Connect’ and select ‘Add New Connection’. You will need to enter your Trade India user ID, profile ID, and key. To retrieve these details, go to your Trade India account, navigate to ‘My Inquiry API’ under the inquiries section, and copy the required information. Paste these details back into Pabbly Connect and click on ‘Save’.

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4. Configuring the Action to Send Messages on Telegram

After successfully setting up the trigger, the next step is to configure the action in Pabbly Connect. In the action window, search for ‘Telegram’ and select it. Choose the action event as ‘Send a Text Message’.

Click on ‘Connect’ and then ‘Add New Connection’. You will need to create a bot in Telegram via the BotFather. After creating the bot, copy the API token and paste it in Pabbly Connect. Then, enter the chat ID of the Telegram group where you want to send the lead details.

• Map the lead details from the trigger step into the message field.
• Customize the message as needed and click on ‘Save and Send Test Request’.

Upon successful configuration, the lead details will be sent to your Telegram group, confirming that the integration is working correctly.

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5. Testing the Integration Workflow

To ensure your integration is functioning, you will need to test the workflow created in Pabbly Connect. After setting up the trigger and action, it’s crucial to verify that new leads from Trade India are being sent to Telegram.

Check your Telegram group for the message sent by the bot. If the message includes the correct lead details, your integration is successful. Remember, the connection between Trade India and Pabbly Connect operates on a polling basis, checking for new leads every 8 hours by default.

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Conclusion

In this tutorial, you learned how to automate sharing new Trade India lead details on Telegram using Pabbly Connect. This integration allows for seamless communication with your team, enhancing your workflow efficiency.

Learn how to automate the process of adding Facebook leads to Google Sheets using PAB. This tutorial covers step-by-step integration for business schools. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up Business School Facebook Leads

To begin with the PAB integration, we need to set up our Facebook leads. The goal is to automatically add leads from Facebook to Google Sheets whenever they are generated. This process starts with creating a Facebook page for your business school, in this case, named ‘Elevate Business School.’

Next, ensure that you have a Facebook ad running to collect leads. You will also need to create a Google Sheet named ‘Elevate Business School Facebook Leads’ with relevant fields such as lead name, email, and phone number. This setup is crucial for the automation process.

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2. Connecting PAB to Facebook Lead Ads

To connect PAB with Facebook Lead Ads, first, log into your PAB account. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow as ‘Add Facebook Leads to Google Sheets for Business School’ and select a suitable folder for organization.

• Click on ‘Add New Connection’ for Facebook Lead Ads.
• Authorize your Facebook account.
• Select your Facebook page, ‘Elevate Business School.’

Once your Facebook account is connected, choose your lead generation form, which should also be named ‘Elevate Business School.’ Save this setup and send a test request to ensure the connection is successful.

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3. Testing Facebook Lead Integration

Now that you have connected PAB to Facebook Lead Ads, it’s time to test this integration. You will need to use the Meta for Developers tool to simulate a lead submission. After accessing the tool, select your page and form, then submit a dummy lead with test data.

Return to your PAB dashboard where you should see a successful response showing the lead details. This confirms that your trigger is set up correctly and is capturing leads as intended.

• Access the Lead Ads Testing Tool on Meta.
• Select the ‘Elevate Business School’ page.
• Submit a new lead and check for successful response in PAB.

After confirming the successful test, you are ready to proceed to the next step of adding leads to Google Sheets.

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4. Adding Leads to Google Sheets

The next step involves connecting PAB to Google Sheets. In your PAB workflow, select Google Sheets as your action application and choose the event ‘Add New Row.’ This action will automatically add new leads to your Google Sheet.

To establish this connection, click on ‘Add New Connection’ and sign in with your Google account. Once connected, select the Google Sheet you created earlier, titled ‘Elevate Business School Facebook Leads,’ and specify the sheet where data will be added.

Map the fields from Facebook to Google Sheets. Ensure lead name, email, and phone number are correctly mapped. Save and send a test request to confirm data transfer.

After completing these steps, check your Google Sheet to see if the lead information from Facebook has been successfully added.

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5. Verifying the Integration

To ensure everything is functioning correctly, test the integration once more by submitting a new lead through the Meta Lead Ads Testing Tool. Delete any existing test leads to avoid conflicts, then submit a new lead.

After submission, return to your Google Sheet to verify that the new lead details appear correctly. This step confirms that the entire workflow from PAB to Google Sheets is operational.

Once you have verified the integration, you can confidently automate the lead capturing process for your business school. This setup ensures that every new lead from Facebook is logged in your Google Sheets without manual intervention.

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Conclusion

This tutorial demonstrated how to integrate Business School Facebook leads with PAB and Google Sheets. By following these steps, you can automate lead capturing, ensuring efficiency and accuracy in your workflow.

Learn how to automate subscriber creation in MailerLite from Jotform submissions using Pabbly Connect. Step-by-step guide with clear instructions. 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 Jotform and MailerLite Integration

To create a subscriber in MailerLite on Jotform submission, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage. You will see options to either sign in or sign up for free.

If you are a new user, click on the ‘Sign up free’ button to get started with 300 tasks every month. Existing users can simply sign in to their accounts. After signing in, you will be directed to the dashboard where you can create a new workflow.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking you to name your workflow.

• Name your workflow, for example, ‘Create Subscriber in MailerLite on Jotform Submission’.
• Select a folder for your workflow, such as ‘Automations’.

After filling in these details, click on the ‘Create’ button to proceed. You will now see the workflow setup where you can define your trigger and action.

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3. Setting Up the Trigger with Jotform

In this section, the trigger application will be Jotform, which will activate the automation process in Pabbly Connect. Select Jotform as your trigger application and choose the event as ‘New Response’.

Pabbly Connect will provide you with a webhook URL, which you need to copy. Now, log in to your Jotform account, select your form (named ‘Lead Form’), and navigate to the settings. Under ‘Integrations’, choose ‘Webhooks’ and click on ‘Edit Integration’.

• Remove any previously existing webhook links.
• Paste the copied webhook URL from Pabbly Connect.

After pasting, click on ‘Complete Integration’. You should see a message indicating that the integration is ready.

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4. Action Step: Creating a Subscriber in MailerLite

Now, you will set up the action step in Pabbly Connect. Choose MailerLite as your action application and select the action event as ‘Create or Update Subscriber’. Click on the connect button to build a new connection.

You will need to provide an API token to connect MailerLite with Pabbly Connect. Log in to your MailerLite account, navigate to ‘Integrations’, and click on ‘API’. Generate a new token by clicking on ‘Generate New Token’ and name it, for example, ‘Jotform’.

Copy the generated API token. Paste it back into Pabbly Connect and click on ‘Save’.

After saving, map the required fields like email, first name, last name, and phone number from the Jotform response to the MailerLite fields. Finally, click on ‘Save and Send Test Request’ to ensure everything is working correctly.

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5. Testing the Automation Process

After setting up the integration in Pabbly Connect, it’s time to test the automation. Go back to your Jotform lead form and fill it out with test data. For example, enter a first name, last name, phone number, and email, then submit the form.

Once the form is submitted, return to Pabbly Connect and check if the response has been received successfully. You should see the subscriber created in your MailerLite account with the test email you used.

If the subscriber appears in MailerLite, the automation is working as expected. You can continue testing with different submissions to ensure reliability.

By following these steps, you have successfully automated the process of creating subscribers in MailerLite through Jotform submissions using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to create a subscriber in MailerLite using Jotform submissions through Pabbly Connect. This integration automates the process, saving you time and effort while ensuring that your subscriber list is always up to date.

By following the detailed steps provided, you can easily set up this automation and enhance your email marketing efforts with MailerLite.

Learn how to automate purchase order generation using Pabbly Connect with Google Sheets and Google Docs in this 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.

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1. Accessing Pabbly Connect for Automation

To automate purchase order generation, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage and sign in or create a new account. Once logged in, you will be directed to the dashboard where you can create and manage your workflows.

After signing in, click on the ‘Create Workflow’ button. This will prompt you to name your workflow. In this case, name it ‘Automate Purchase Order Generation Using Google Sheets and Google Docs’. Select the folder where you want to save this workflow and click on the ‘Create’ button to initiate the process.

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2. Setting Up Google Sheets as Trigger in Pabbly Connect

In this section, we will set up Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets from the available applications and choose the trigger event as ‘New or Updated Spreadsheet Row’. This will ensure that the workflow is triggered whenever a new row is added to your Google Sheets.

• Select the Google Sheets account connected to Pabbly Connect.
• Choose the specific spreadsheet you want to monitor.
• Copy the webhook URL provided by Pabbly Connect for integration.

Next, navigate to your Google Sheets, go to Extensions, and find the Pabbly Connect Webhook add-on. Paste the copied webhook URL into the initial setup section. Set the trigger column to the status column (for example, column O) to ensure that the workflow only triggers when the status is marked as approved.

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3. Filtering Conditions for Purchase Orders

After setting up the trigger, you need to apply a filter condition in Pabbly Connect. This ensures that purchase orders are only generated when the status in Google Sheets is set to approved. Use the Filter application in Pabbly Connect and set the condition to check if the status equals ‘Approved’.

• Select the status field from the previous Google Sheets response.
• Set the filter type to ‘Equal to’ and enter ‘Approved’ as the value.

Once the filter is set, test the condition to ensure it is working correctly. If the condition is met, the workflow will proceed to the next steps, ensuring that only approved orders trigger the document creation process.

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4. Calculating Total Amounts Using Code by Pabbly

To calculate the total amount for the purchase order, you will utilize the Code by Pabbly feature. This allows you to perform calculations directly within your workflow. First, format the quantity and unit price to convert them into comma-separated values for easier calculation. using Pabbly Connect

After formatting, add a new action step and select Code by Pabbly. Choose the ‘Run JavaScript’ action event and input the JavaScript code to multiply the quantity by the unit price for each item. This will yield the total per unit price for each product in the order.

Next, you will need to sum these total amounts to get the overall order total. Add another action step to run JavaScript again, this time summing the total per unit prices calculated earlier. This automation will ensure that you do not have to manually calculate totals each time a new order is placed.

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5. Creating Purchase Orders in Google Docs

Finally, connect Google Docs to Pabbly Connect to create the purchase order document. Select Google Docs as the action application and choose the ‘Create Document from Template’ action event. This allows you to use a pre-defined template for your purchase orders.

Map the necessary fields from the previous steps, such as order number, date, company details, product names, quantities, and total amounts. Once all fields are mapped, click ‘Save and Send Test Request’ to create the document. You will receive a confirmation that the document has been successfully created in Google Docs.

Now, whenever a new row is added to your Google Sheets with the status marked as approved, a purchase order will be automatically generated in Google Docs, streamlining your operations.

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Conclusion

This tutorial demonstrates how to automate purchase order generation using Pabbly Connect, Google Sheets, and Google Docs. By following these steps, you can efficiently manage your purchase orders without manual intervention, saving time and reducing errors.

Learn how to integrate Eventbrite with HubSpot using Pabbly Connect. This tutorial covers every step for automating attendee updates seamlessly. 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

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1. Accessing Pabbly Connect for Integration

To integrate Eventbrite with HubSpot, the first step is to access Pabbly Connect. You can do this by searching for ‘Pabbly.com’ and navigating to the Pabbly Connect section. If you don’t have an account, click on ‘Sign Up for Free’ to create one, which only takes a couple of minutes.

Once logged in, you will see the Pabbly Connect dashboard. This is where you will create your workflow to automate the process of updating HubSpot contacts when a new attendee is added in Eventbrite. Click on ‘Create Workflow’ to get started.

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2. Setting Up Trigger with Eventbrite in Pabbly Connect

The first step in your workflow is to set up a trigger using Eventbrite. In Pabbly Connect, select Eventbrite as your trigger application. Choose ‘New Order’ as the trigger event, which will activate the workflow each time a new attendee is registered.

Next, you will need to connect your Eventbrite account to Pabbly Connect. Follow these steps:

• Copy the webhook URL provided by Pabbly Connect.
• Log in to your Eventbrite account and navigate to ‘Account Settings’.
• Select ‘Webhooks’ and click on ‘Add Webhook’.
• Paste the copied webhook URL and select the action ‘Order Placed’.

Now that your Eventbrite is connected, you will see that Pabbly Connect is waiting for a webhook response, which will be triggered when a new attendee is added.

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3. Creating a New Attendee in Eventbrite

To test the integration, create a new attendee in your Eventbrite account. This action will send data back to Pabbly Connect. Fill in the attendee details like name and email, and complete the registration process. For example, you might enter ‘Smart User’ as the name and ‘[email protected]’ as the email.

After registering the attendee, return to Pabbly Connect and check if you received the webhook response. You should see the attendee’s details, including the email and order ID. This confirms that the trigger is working correctly and that Pabbly Connect has captured the necessary data.

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4. Setting Up Action in HubSpot to Update Contacts

After successfully capturing the attendee information, the next step is to set up an action in HubSpot using Pabbly Connect. Here, select HubSpot as the action application and choose ‘Search a Contact’ as the action event. This step will allow you to find the corresponding contact in HubSpot based on the attendee’s email.

Connect your HubSpot account to Pabbly Connect and map the email address from the Eventbrite response as the search value. This ensures that you are looking for the correct contact. Once you set this up, you can proceed to test the action to verify that it successfully finds the contact.

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5. Updating Contact Details in HubSpot

Now that you have confirmed the contact exists in HubSpot, you can proceed to update their details. In Pabbly Connect, add another action step and select HubSpot again, this time choosing ‘Update a Contact’ as the action event. You will connect to your HubSpot account again for this step.

Map the necessary fields, such as the event booking date, to update the contact with the new information from Eventbrite. After mapping the fields, click on ‘Save and Send Test’ to finalize the update. This step ensures that whenever a new attendee registers on Eventbrite, their information is automatically updated in HubSpot, streamlining your workflow.

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Conclusion

In this tutorial, we demonstrated how to integrate Eventbrite with HubSpot using Pabbly Connect. By following these steps, you can automate attendee updates in HubSpot, ensuring that your contact information is always current. This integration saves time and enhances efficiency for managing your events.

Learn how to integrate WhatsApp Cloud API with Facebook Leads using Pabbly Connect for your organic farming business. Follow our step-by-step guide. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

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1. Accessing Pabbly Connect for Integration

To send WhatsApp messages to Facebook leads, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you’re a new user, you can sign up for free and get 100 free tasks every month.

Once logged in, you’ll see the Pabbly apps window. Click on Pabbly Connect to access the dashboard where you can create workflows. This platform is essential for integrating your Facebook leads with WhatsApp Cloud API, ensuring seamless communication with your leads.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. A new window will prompt you to name your workflow. Enter a name like ‘Send WhatsApp Message to Organic Farming Business Facebook Leads’.

• Select a folder to save your workflow.
• Choose a specific folder from the left side of the screen.
• Click on the ‘Create’ button to finalize your workflow.

Your workflow will now be created. The next step is to set up the trigger and action for your automation process. In this case, the trigger will be Facebook leads, and the action will be sending a WhatsApp message.

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3. Setting Up the Trigger for Facebook Leads

To set up the trigger in Pabbly Connect, click on the arrow to choose your trigger application. Select Facebook Lead Ads as your trigger application and choose the event as ‘New Lead Instant’. This step is crucial as it captures new leads generated from your Facebook ads.

Next, click on the ‘Connect’ button to link your Facebook Lead Ads with Pabbly Connect. You will need to authorize the connection by logging into your Facebook account. Make sure to select the correct Facebook page associated with your organic farming business.

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4. Configuring the Action with WhatsApp Cloud API

After successfully setting up the trigger, it’s time to configure the action. For this, select WhatsApp Cloud API as your action application. Choose ‘Send Template Message’ as the action event. This allows you to send a pre-defined message template to your leads via WhatsApp.

• Enter your WhatsApp Cloud API token, phone number ID, and business account ID.
• Select the template you created for the WhatsApp messages.
• Map the recipient’s phone number and dynamic variables in the message body.

Once all details are filled in, click on ‘Save and Send Test Request’. This will send a test message to verify that everything is working correctly.

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5. Testing the Integration

To ensure that your integration is functioning, generate a test lead using the Facebook Lead Ads testing tool. After filling out the lead form with dummy data, submit it to see if Pabbly Connect captures the lead information successfully.

Check your WhatsApp to confirm that the message has been received. If the message appears as expected, your integration is successful. Repeat this process as needed to test with different leads to ensure reliability.

With Pabbly Connect, you can automate the communication process with your leads, enhancing customer engagement for your organic farming business.

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Conclusion

This tutorial demonstrated how to effectively use Pabbly Connect to send WhatsApp messages to leads generated from Facebook ads. By following these steps, you can streamline communication with your customers and enhance your organic farming business’s outreach.

Learn how to automate adding leads from TradeIndia to Zoho CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating TradeIndia with Zoho CRM, access Pabbly Connect by visiting the official website. Here, you will find options to either sign in or sign up for a new account.

If you’re new to Pabbly, select the ‘Sign Up for Free’ option to create your account in just a few minutes. Once logged in, navigate to the ‘All Apps’ page and click on ‘Access Now’ under Pabbly Connect to reach the dashboard.

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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, ‘TradeIndia to Zoho CRM,’ and select the appropriate folder for your automation. using Pabbly Connect

• Click on ‘Create’ to open the workflow interface.
• You will see two windows: the trigger window and the action window.

Here, the trigger window is where you will set up the connection to TradeIndia to capture new leads, while the action window will send those leads to Zoho CRM.

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3. Setting Up Trigger for TradeIndia

In the trigger window, search for and select ‘TradeIndia’ as your trigger application. Choose the trigger event as ‘Capture Leads’ and click on ‘Connect’ to establish a connection with your TradeIndia account.

To connect, enter your User ID, Profile ID, and Key from TradeIndia. You can find these details in your TradeIndia account under ‘My Inquiry API.’ Copy each detail and paste it into the respective fields in Pabbly Connect.

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4. Configuring Zoho CRM Action

After successfully capturing leads from TradeIndia, scroll to the action step and select ‘Zoho CRM’ as the application. Choose the action event as ‘Insert or Update Record’ and connect your Zoho CRM account. using Pabbly Connect

For the connection, you will need to provide the domain of your Zoho CRM account. This can be found in the URL of your Zoho CRM. After entering the domain, click on ‘Save’ and then accept the permissions to connect.

• Select the module name as ‘Leads’ for the action.
• Map the fields from TradeIndia, such as company name and lead details, into Zoho CRM.

This mapping ensures that the lead information from TradeIndia is accurately reflected in your Zoho CRM account.

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5. Testing the Automation Workflow

Once your setup is complete, it’s important to test the workflow. Click on the ‘Save and Send Test Request’ button in Pabbly Connect to check if the lead details are being captured and sent correctly to Zoho CRM.

After executing the test, verify in your Zoho CRM that the lead has been added successfully with all mapped details. This confirms that the integration between TradeIndia and Zoho CRM via Pabbly Connect is functioning as intended.

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Conclusion

Using Pabbly Connect to automate the process of adding new leads from TradeIndia to Zoho CRM streamlines your workflow. This integration ensures that every lead is captured accurately and efficiently, enhancing your business operations.

Learn how to automate lead generation from Trade India to Microsoft Excel with Pabbly Connect in this detailed tutorial. Follow the steps to streamline your process.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate your lead generation process, the first step is to access Pabbly Connect. Open your browser and search for ‘Pabbly.com/connect’. This will take you to the Pabbly Connect landing page where you can sign in or create a free account.

If you are new to Pabbly, click on ‘Sign Up Free’ to set up your account in just two minutes. For existing users, simply click ‘Sign In’. Once logged in, navigate to the ‘All Apps’ page and click on ‘Access Now’ below Pabbly Connect to reach your dashboard.

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2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, you need to create a new workflow. Click on ‘Create Workflow’ and name it something like ‘Trade India to MS Excel’. You can choose any folder in your Pabbly account for this automation. using Pabbly Connect

• Click on ‘Create’ to open the automation workflow.
• You will see two windows: the trigger window and the action window.

In the trigger window, you will connect your Trade India account. This connection allows Pabbly Connect to capture new leads automatically. This is the first crucial step in setting up your automation.

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3. Setting Up the Trigger for Trade India

In the trigger window, select ‘Trade India’ as your app. From the trigger event dropdown, choose ‘Capture Leads’. Click on ‘Connect’ and then select ‘Add New Connection’ to link your Trade India account to Pabbly Connect.

You will need to input your User ID, Profile ID, and Key from your Trade India account. To find these details, go to your Trade India account, navigate to ‘My Inquiry API’ under the inquiries sidebar, and copy the required information.

• Paste the User ID, Profile ID, and Key into Pabbly Connect.
• Click on ‘Save’ to establish the connection.

After saving, click on ‘Save and Send Test Request’ to ensure the connection is successful. You should see the details of the most recent lead captured from Trade India in Pabbly Connect.

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4. Adding Lead Details to Microsoft Excel

Now that you have set up the trigger, it’s time to add the lead details to your Microsoft Excel sheet. In the action window of your workflow, search for ‘Microsoft Excel’ and select it. From the action event dropdown, choose ‘Add Row to Worksheet’.

Click on ‘Connect’ and select ‘Add New Connection’. This will link your Microsoft Excel account with Pabbly Connect. After accepting the connection, you will be prompted to select the workbook where you want to add the lead details.

Select the workbook named ‘Trade India Leads’. Choose the worksheet where the data will be added.

Once selected, map the columns in your Excel sheet with the respective lead details captured from Trade India. For example, map the Lead ID, Name, Mobile Number, and other relevant fields accordingly.

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5. Testing and Verifying the Integration

After mapping all the necessary fields, click on ‘Save and Send Test Request’. A positive response indicates that the lead details have been successfully added to your Excel sheet. To verify, refresh your Excel sheet to see the new entry.

This automation workflow using Pabbly Connect ensures that every new lead captured from Trade India is automatically added to your Microsoft Excel sheet, streamlining your lead management process.

The connection is polling-based, checking for new leads every 8 hours. You can reduce this interval to 10 minutes by contacting Pabbly support.

With this setup, you can manage your leads more effectively and ensure that no potential customer is missed. This integration demonstrates the power of Pabbly Connect in automating business processes.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to efficiently automate the process of adding leads from Trade India to Microsoft Excel. This integration streamlines your workflow, ensuring that new leads are captured seamlessly.

Learn how to automate inspection checklists with Google Forms and Google Docs using Pabbly Connect, streamlining your workflow effectively. 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 automate inspection checklists with Google Forms and Google Docs, we will use Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account if you do not have one. This platform allows you to create workflows that integrate various applications seamlessly.

After signing in, you will see the dashboard where you can create new workflows. Click on the ‘Create Workflow’ button to initiate your automation process. Here, you will name your workflow, such as ‘Automate Inspection Checklist with Google Forms and Google Docs,’ and select a folder to save it.

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2. Setting Up the Trigger with Google Forms

The first step in your workflow is to set up the trigger using Google Forms. In Pabbly Connect, select Google Forms as the trigger application. The trigger event will be ‘New Response Received’ which activates whenever a new form submission is made.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Connect your Google Forms account to Pabbly Connect.

To connect, you will need a webhook URL provided by Pabbly Connect. Copy this URL and paste it into your Google Forms settings under the extensions menu. This setup allows the responses from Google Forms to be sent directly to Pabbly Connect for further processing.

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3. Creating Documents in Google Docs

Once the trigger is set, the next step is to create documents using Google Docs. In Pabbly Connect, select Google Docs as your action application. The action event will be ‘Create Document from Template,’ allowing you to generate a new document based on a pre-defined template.

After connecting your Google Docs account to Pabbly Connect, select your inspection checklist template. Map the fields from the Google Forms responses to the corresponding fields in your template, such as product name, inspection date, and results.

• Select the inspection checklist template from Google Docs.
• Map Google Forms response fields to your template.
• Create a new document using the mapped data.

This allows you to automatically generate a new checklist document each time a form is submitted, streamlining your inspection process.

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4. Uploading the Document to Google Drive

The final step in the automation process is to upload the newly created document to Google Drive. In Pabbly Connect, select Google Drive as your action application. Choose the action event ‘Upload a File’ to save the document in your desired folder.

Connect your Google Drive account and specify the folder where you want to save the inspection report. You can map the document ID from the previous step to ensure the correct file is uploaded. This process ensures that all generated documents are stored systematically in Google Drive.

After setting up the upload action, test your workflow by submitting a new form response. Check your Google Drive to verify that the document appears as expected. This confirms that Pabbly Connect has successfully automated the entire process.

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5. Making Files Sharable with Google Drive

To ensure that your team can access the newly created inspection checklists, you need to make the files sharable. In Pabbly Connect, add another action step selecting Google Drive again. This time, the action event will be ‘Share a File with Anyone’.

Connect your Google Drive account and map the document ID from the previous step. This will allow anyone with the link to access the checklist. After setting this up, your team can easily view and verify the inspection checklists without hassle.

Select ‘Share a File with Anyone’ as the action event. Map the document ID for sharing. Test the sharing feature to ensure accessibility.

By following these steps, you will have fully automated your inspection checklist process using Pabbly Connect, Google Forms, Google Docs, and Google Drive, enhancing efficiency in your operations.

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Conclusion

Using Pabbly Connect, you can easily automate inspection checklists with Google Forms and Google Docs. This integration streamlines your workflow, making it quicker and more efficient. Now you can focus on quality control without the hassle of manual processes.

Learn how to automate the process of adding new leads from Trade India to Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Trade India with Google Sheets, you need to access Pabbly Connect. Open your browser and go to Pabbly.com/connect. You will find options to sign in or sign up for a free account.

If you’re new, click on ‘Sign Up Free’ to create an account in just two minutes. Existing users can click on ‘Sign In’ to access their accounts. After signing in, navigate to the all apps page and click on ‘Access Now’ under Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

Once you’re in Pabbly Connect, click on the ‘Create Workflow’ button to set up your automation. Name your workflow, for example, ‘Trade India to Google Sheets’ and choose a folder for it.

• Click on ‘Create’ to open your workflow.
• You will see two windows: the trigger and the action window.

In the trigger window, you will set up Trade India to send lead information to Pabbly Connect. This is crucial for the automation to work seamlessly.

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3. Setting Up Trigger for Trade India

In the trigger window, search for and select Trade India as your app. Choose ‘Capture Leads’ as the trigger event. Click on ‘Connect’ and select ‘Add New Connection’ to link your Trade India account with Pabbly Connect.

To connect, you will need to enter your User ID, Profile ID, and Key from your Trade India account. You can find these details by navigating to ‘Inquiries and Contacts’ in your Trade India account, then selecting ‘My Inquiry API’. Copy and paste these details into the connection window in Pabbly Connect.

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4. Adding Action to Google Sheets in Pabbly Connect

After setting up the trigger, scroll down to the action step. Search for Google Sheets and select it. Choose ‘Add New Row’ as the action event, then click ‘Connect’ to link your Google Sheets account with Pabbly Connect.

• Click on ‘Sign In with Google’ to connect your Google Sheets account.
• Select your Google account and click ‘Continue’ to finalize the connection.

Once connected, select the spreadsheet where you want to add the lead details. Map the fields from Trade India to the corresponding columns in Google Sheets. This ensures that each lead’s information is accurately recorded.

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5. Testing and Verifying the Integration

After mapping all necessary fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This will send a test lead from Trade India to your Google Sheets to verify the integration works correctly.

Check your Google Sheets to confirm that a new row has been added with the lead details. You should see all mapped data, including lead ID, name, mobile number, and inquiry details. This indicates that your automation is functioning as intended.

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Conclusion

By following this tutorial, you have successfully integrated Trade India with Google Sheets using Pabbly Connect. This automation saves time and ensures that all new leads are recorded promptly for effective tracking.