Automate Student Enrollment with Pabbly Connect and Instamojo

Learn how to automate student enrollment in LearDash using Pabbly Connect and Instamojo with this step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting its official website. If you do not have an account, click on the ‘Sign Up for Free’ button to create one. This will only take a couple of minutes and allows you to access 100 free tasks every month.

Once you log in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is the first step in automating the student enrollment process from Instamojo to LearDash.


2. Setting Up the Trigger with Instamojo

In this section, we will set up the trigger that initiates the workflow in Pabbly Connect. The trigger application will be Instamojo, which processes payments for your courses. Select Instamojo as your trigger application and choose the event for a successful payment.

  • Search for Instamojo and select version 2.
  • Choose the trigger event as ‘Successful Payment’.
  • Copy the webhook URL provided by Pabbly Connect.

Next, you need to connect this webhook URL to your Instamojo account. Go to your Instamojo payment settings, enable the webhook, and paste the copied URL. This will ensure that every successful payment triggers the workflow set up in Pabbly Connect.


3. Creating a User in WordPress

Once the trigger is set, the next step in Pabbly Connect is to create a new user in WordPress using the payment details received from Instamojo. Select WordPress as your action application and choose the action event as ‘Create User’.

To establish a connection, you will need to provide your WordPress username, password, and the base URL of your WordPress site. After entering these details, save the connection. Now, you can use the data from the previous step to fill in the user details.

  • Map the user’s email and name from the Instamojo payment response.
  • Set a random password for the new user.
  • Assign the role of ‘Subscriber’ to the new user.

This process ensures that every time a payment is successful, a new user is created in WordPress, ready to be enrolled in the course.


4. Enrolling the User in LearDash

The final step involves enrolling the newly created user in a course using LearDash. In Pabbly Connect, select LearDash as your action application and choose the action event ‘Enroll into Course’.

Connect LearDash to Pabbly Connect by providing your WordPress credentials again. This step is crucial as it allows Pabbly Connect to access your LearDash account to enroll users. After establishing the connection, map the course ID and user ID from the previous steps.

Select the relevant course ID for the course you want to enroll the user in. Map the user ID received from the previous action of creating a user.

Once everything is mapped correctly, test the action to ensure that the user is enrolled successfully. This completes the automation process.


5. Conclusion

By using Pabbly Connect, you can seamlessly automate the enrollment of students in LearDash upon successful payments through Instamojo. This integration not only saves time but also enhances the learning experience for students by providing instant access to course materials.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

With the steps outlined above, you can set up this automation effectively and improve your operational efficiency in managing online courses.

Integrating Google Sheets with SMTP Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate email sending from Google Sheets using SMTP with Pabbly Connect. Follow this detailed tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Email Automation

To start automating email sending from Google Sheets, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and get 100 tasks every month.

Once logged in, you will see all available applications. Click on ‘Access Now’ under Pabbly Connect to reach the dashboard. From here, you can create a new workflow for your email automation.


2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking for a workflow name and folder selection.

  • Enter a workflow name, e.g., ‘Send Emails from Google Sheets using SMTP’.
  • Select a folder to save your workflow.
  • Click on ‘Create’ to finalize your workflow.

Your workflow is now set up, and you will see two sections: Trigger and Action. The Trigger is the event that starts the process, while the Action is what happens as a result of that trigger.


3. Setting Up the Trigger for Google Sheets

In this step, you will set up the Trigger in Pabbly Connect. Click on the arrow in the Trigger section and select ‘Google Sheets’ as your application. For the Trigger event, choose ‘New or Updated Spreadsheet Row’.

Pabbly Connect will generate a unique webhook URL that you will use to connect Google Sheets to the platform. Copy this URL and head over to your Google Sheets.

  • Open your Google Sheets document where customer data is stored.
  • Click on ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’.
  • Search for ‘Pabbly Connect Webhooks’ and install it if not already done.

After installation, go back to the Extensions menu, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Paste the webhook URL and set the trigger column to the one where your final data will be added. Click ‘Submit’ to complete the setup.


4. Configuring the Action Step with SMTP

Now it’s time to set up the Action step in Pabbly Connect. Choose ‘SMTP by Pabbly’ as your application for the Action. For the Action event, select ‘Send Email’.

Click on ‘Connect’ and then ‘Add New Connection’. Fill in the required SMTP details such as hostname, username, password, encryption type, and port. After entering the details, click on the ‘Save’ button to connect SMTP to Pabbly Connect.

Enter the ‘From Name’ and ‘From Email’ for your emails. Map the recipient email from the Google Sheets data you captured earlier. Fill in the subject and body of the email.

After completing these fields, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation response indicating the email was sent successfully.


5. Testing the Integration and Final Steps

To ensure that everything is working properly, enter a new customer’s details into your Google Sheets. This should trigger the automation set up in Pabbly Connect and send an email automatically using the SMTP service.

Check your Gmail account to confirm that the email has been received. You should see the email with the details you set in the workflow. This confirms that the integration between Google Sheets and SMTP via Pabbly Connect is functioning correctly.

Repeat the process for additional customers to ensure consistency. Now, you have a fully automated email sending system set up using Pabbly Connect, Google Sheets, and SMTP.


Conclusion

This tutorial demonstrated how to automate sending emails from Google Sheets using SMTP through Pabbly Connect. By following these steps, you can efficiently manage customer communications and enhance your business operations.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automate Google Forms with Pabbly Connect: A Step-by-Step Guide

Learn how to automate Google Forms using Pabbly Connect to integrate with WhatsApp, SMS, Gmail, and more. Follow our detailed guide for seamless workflows. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Automation

To start automating Google Forms with Pabbly Connect, first, navigate to the Pabbly Connect website. If you are a new user, you can sign up for free and receive 100 tasks every month. For existing users, simply sign in to your Pabbly Connect account.

Once logged in, you will see the dashboard where you can create workflows. Click on the ‘Create Workflow’ button located on the top right corner. Enter a name for your workflow and select a folder to organize it. This is the first step in setting up your automation using Pabbly Connect.


2. Create Google Task from New Google Form Responses

The first automation involves creating a Google Task whenever a new response is received from Google Forms. This process begins by selecting Google Forms as the trigger application in Pabbly Connect.

  • Select the trigger event as ‘New Response Received’.
  • Connect Google Forms to Pabbly Connect using the provided webhook URL.
  • Capture the response from the form submission.

After setting up the trigger, proceed to the action step. Choose Google Tasks as the action application and select ‘Create Task’ as the action event. Map the task title, notes, and due date using the data received from the Google Form response. This ensures that every new form submission creates a corresponding task in Google Tasks through Pabbly Connect.


3. Sending Product Brochure via Email on Form Submission

The next automation sends a product brochure to customers who fill out the Google Form. Start by setting Google Forms as the trigger application again, with the event as ‘New Response Received’. This step captures the necessary customer details.

  • Map the email address of the customer from the form response.
  • Choose Gmail as the action application and select ‘Send Email’.
  • Fill in the email subject and body, including the brochure attachment URL.

Once these details are mapped, click on ‘Save and Send Test Request’ to send the email. This automation allows you to efficiently send brochures to your leads using Pabbly Connect.


4. Sending WhatsApp Messages for Form Submissions

In this automation, you will send a WhatsApp message to customers upon form submission. Set Google Forms as the trigger application and select ‘New Response Received’ as the trigger event. This will capture the necessary customer information.

Next, choose WhatsApp Cloud API as the action application and select ‘Send Template Message’ as the action event. Here, map the recipient’s mobile number and the required message fields. Ensure that the WhatsApp template is selected from your previously created templates.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to send the WhatsApp message. This integration through Pabbly Connect allows for immediate communication with your customers after they submit the form.


5. Sending SMS Notifications for Google Form Submissions

The final automation involves sending SMS notifications to customers after they submit a form. Again, start with Google Forms as the trigger application and use ‘New Response Received’ for the trigger event.

Choose Twilio as the action application and select ‘Send SMS’ as the action event. Here, you will need to map the recipient’s mobile number and craft the SMS body content to be sent to the customer.

Once all fields are filled, click on ‘Save and Send Test Request’ to send the SMS. This process ensures that every customer receives timely feedback through SMS notifications, facilitated by Pabbly Connect.


Conclusion

In this tutorial, we explored how to automate Google Forms using Pabbly Connect to integrate with various applications like WhatsApp, SMS, and Gmail. These automations streamline workflows and enhance productivity, making your business operations more efficient.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automate RSS Feed Posting on Social Media with Pabbly Connect

Learn how to automate posting RSS feeds to Facebook and LinkedIn using Pabbly Connect in this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for RSS Feed Automation

To start automating the posting of RSS feeds, first access Pabbly Connect by visiting its homepage. If you are a new user, click on the ‘Sign up for free’ button to create your account and receive 100 free tasks per month. Existing users can directly sign in to their accounts.

After signing in, navigate to the ‘All Apps’ section and select Pabbly Connect. This is where you will create your workflow to automate RSS feed posting. Click on the ‘Create Workflow’ option to get started.


2. Creating the Workflow in Pabbly Connect

Once you click on ‘Create Workflow,’ a dialog box will appear prompting you to name your workflow. Enter a name like ‘Autopost RSS Feeds to Social Media Platforms’ and select a folder for organization. After naming, click on ‘Create’ to proceed with your workflow setup.

  • Name your workflow appropriately.
  • Choose a specific folder to keep your workflow organized.
  • Click ‘Create’ to finalize the naming process.

After creating the workflow, you will see two windows: one for the trigger and another for the action. The trigger will be set to ‘RSS by PAB’ and the action will be to post on social media platforms like Facebook and LinkedIn. This setup allows you to automate the posting of new RSS feeds whenever they are captured by Pabbly Connect.


3. Configuring the Trigger with RSS by PAB

For the trigger, select ‘RSS by PAB’ and choose the event ‘New Item in Feed.’ This event will activate the workflow whenever a new RSS feed is published. Click on ‘Connect’ to link your RSS feed with Pabbly Connect.

Next, you will need to enter the feed URL. For example, you can use the NDTV Tech RSS feed. Copy the URL from the NDTV website and paste it into the designated field in Pabbly Connect. Make sure to select the default filter type to ensure accurate feed capturing.


4. Setting Up Actions for Facebook and LinkedIn

With the trigger configured, it’s time to set up actions. Start by selecting ‘Facebook Pages’ as your action application. Choose the action event ‘Create Page Post’ to share the RSS feed on your Facebook page. Click on ‘Add New Connection’ to connect your Facebook account with Pabbly Connect.

  • Select your Facebook page to post the RSS feed.
  • Enter a message to accompany the post.
  • Map the title and link of the RSS feed dynamically.

After setting up the Facebook action, repeat the process for LinkedIn by selecting it as the action application. Map the same title and link for the LinkedIn post, ensuring that your followers receive consistent updates across both platforms through Pabbly Connect.


5. Testing and Verifying the Automation

After configuring both actions, click on ‘Save and Send Test Request’ to test the automation. You should see a response confirming that the post has been created successfully on both Facebook and LinkedIn. Refresh your pages to verify that the posts appear as expected.

This testing step ensures that your automation is functioning correctly, allowing you to share new RSS feeds seamlessly across social media platforms. With Pabbly Connect, you can easily automate this process without any coding skills, making it accessible for everyone.


Conclusion

In this tutorial, we explored how to automate posting RSS feeds to social media platforms using Pabbly Connect. By following these steps, you can ensure your followers are always updated with the latest news effortlessly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Send Emails from Google Sheets Using Gmail with Pabbly Connect

Learn how to automate sending emails from Google Sheets using Gmail with Pabbly Connect. Follow our step-by-step guide for seamless integration. 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 begin sending emails from Google Sheets using Gmail, you need to access Pabbly Connect. This platform allows for seamless integration between various applications. Start by visiting the Pabbly website and signing in to your account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find the option to create a new workflow. This is where you will set up your automation process for sending emails to your customers based on the data in your Google Sheets.


2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Google Sheets and Gmail using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Send Emails from Google Sheets Using Gmail’. Then, select the folder to save your workflow.

  • Choose Google Sheets as the trigger application.
  • Select ‘New or Updated Spreadsheet Row’ as the trigger event.
  • Copy the Webhook URL provided by Pabbly Connect for later use.

After setting up the trigger, you will configure the connection between your Google Sheets and the Pabbly Connect workflow. This allows you to automate email sending based on updates in your spreadsheet.


3. Connecting Google Sheets to Pabbly Connect

Now that your workflow is set, it’s time to connect Google Sheets using Pabbly Connect. Open your Google Sheets and go to the Extensions menu. From there, select Add-ons and then Get Add-ons to install the Pabbly Connect Webhook.

Once installed, refresh your Google Sheet to see the Pabbly Connect Webhook option. Click on it, and proceed to the initial setup. Here, paste the Webhook URL you copied earlier and specify the trigger column, which is typically the final data column in your spreadsheet.

  • Select the sheet containing customer data.
  • Set the trigger column to the column that contains the final data.
  • Submit the setup and send a test to verify the connection.

This setup ensures that every time a new row is added or updated in your Google Sheets, it will trigger the email-sending process through Pabbly Connect.


4. Sending Emails via Gmail in Pabbly Connect

With Google Sheets connected, the next step is to set up Gmail as the action application in Pabbly Connect. Select Gmail from the action application options and choose ‘Send Email V2’ as the action event. You will then connect your Gmail account to Pabbly Connect.

During this process, you will need to authorize Pabbly Connect to access your Gmail account. Once connected, you can map the recipient’s email address from the Google Sheets data. This ensures that emails are sent to the correct customer based on the information stored in your spreadsheet.

Map the recipient’s email using the dynamic data from Google Sheets. Fill in the sender’s name and email subject. Compose the email content, using mapped data for personalization.

Finally, save your settings and send a test email to confirm that everything is working correctly. This step is crucial for ensuring that your automation runs smoothly.


5. Automating Email Sending to All Customers

Now that you have set up the workflow, you can automate the process of sending emails to all customers using Pabbly Connect. To do this, go back to your Google Sheets and use the Pabbly Connect Webhook to send all data at once.

By clicking on the ‘Send All Data’ option in the Pabbly Connect Webhook menu, you can trigger emails to all customers listed in your spreadsheet. This allows you to efficiently reach out to your entire customer base in just a few clicks.

Additionally, enable the ‘Send on Event’ feature to ensure that any new customer added to the spreadsheet will also receive an email automatically. This feature enhances your engagement with customers and keeps them informed about your latest products.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending emails from Google Sheets using Gmail. By following the steps outlined, you can efficiently communicate with your customers and enhance engagement with your product launches. This process not only saves time but also ensures consistent communication with your customer base.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Create Close CRM Leads from New Google Sheets Rows Using Pabbly Connect

Learn how to create Close CRM leads from new Google Sheets rows using Pabbly Connect in this detailed step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start the process of creating leads in Close CRM from new Google Sheets rows, you first need to access Pabbly Connect. Open your browser and go to the Pabbly Connect website.

Once on the landing page, you have options to either sign in or sign up for free. If you are a new user, you can sign up and receive 100 free tasks each month. Existing users should click on the sign-in button to access their accounts and navigate to the Pabbly Connect dashboard.


2. Creating a Workflow in Pabbly Connect

After signing in, you will see various applications. Click on Pabbly Connect to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Create Close Lead from New Google Sheets Row.’ Select the appropriate folder to save it.

  • Click on the ‘Create’ button to proceed.
  • In the workflow window, you will see options for trigger and action.
  • Select Google Sheets as the trigger application.

For the trigger event, choose ‘New or Updated Spreadsheet Row.’ This setup allows Pabbly Connect to trigger the workflow whenever a new row is added or updated in your Google Sheets spreadsheet.


3. Setting Up the Webhook in Google Sheets

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need it to connect Google Sheets with Pabbly Connect. Now, open your Google Sheets account.

In Google Sheets, navigate to the ‘Extensions’ tab, then go to ‘Add-ons’ and select ‘Get add-ons.’ Search for ‘Pabbly Connect Webhooks’ and install the extension. After installation, refresh your Google Sheets page to see the Pabbly Connect option under extensions.

  • Click on ‘Initial Setup’ under Pabbly Connect Webhooks.
  • Paste the webhook URL you copied from Pabbly Connect.
  • Specify the trigger column, which is typically the last column containing data.

After completing the setup, click on ‘Submit’ to finalize the connection between Google Sheets and Pabbly Connect. The setup will confirm that it was configured successfully, and the workflow will be ready to capture new submissions.


4. Testing the Integration with Google Sheets

To ensure the integration works correctly, you need to perform a test submission in Google Sheets. First, navigate to the ‘Extensions’ tab, then select ‘Pabbly Connect Webhooks,’ and enable the ‘Send on Event’ option. This allows the workflow to trigger automatically with new data.

Now, enter a test lead in your Google Sheet. Fill in the first name, last name, company, email, and phone number. As soon as you enter this information, it will be sent to your Pabbly Connect workflow. You can check the workflow to see if the response has been captured successfully.

Verify that the details appear correctly in your workflow response. This confirms that Google Sheets is successfully communicating with Pabbly Connect.

If everything looks good, you can proceed to set up the action step to create a lead in Close CRM.


5. Creating Leads in Close CRM Using Pabbly Connect

Now that you have tested the integration, it’s time to set up the action in Pabbly Connect to create a lead in Close CRM. Select Close as your action application and choose the action event as ‘Create Lead.’ This step ensures that every new lead added to Google Sheets is automatically created in Close CRM.

Click on ‘Connect’ to establish a connection with Close CRM. You will need to provide your API key, which can be obtained from your Close account settings. After entering the API key, click on ‘Save’ to connect Pabbly Connect with Close CRM.

Map the fields from the trigger response to the corresponding fields in Close CRM. Ensure to map the first name, last name, email, and phone number correctly. Click on ‘Save and Send Test Request’ to create a lead.

After saving, check your Close CRM account to confirm that the new lead has been created successfully. This integration effectively allows your sales team to access new leads instantly, enhancing customer engagement and sales efficiency.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to create leads in Close CRM from new rows in Google Sheets. This integration streamlines the sales process and ensures immediate access to new leads for efficient follow-up. By setting up this automation, you can enhance customer engagement and improve your chances of converting inquiries into sales.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Add Facebook Lead Ads Leads to Klenty as Prospects Using Pabbly Connect

Learn how to easily integrate Facebook Lead Ads with Klenty as prospects using Pabbly Connect. Step-by-step tutorial for seamless automation. 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 for Integration

To start integrating Facebook Lead Ads with Klenty, first, access Pabbly Connect. You can do this by visiting the Pabbly website and navigating to the Connect section. If you don’t have an account, sign up for free to get started with 200 free tasks monthly.

Once logged in, you will see the dashboard. Click on Pabbly Connect to access your workflows. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. You’ll be prompted to name your workflow, such as ‘Add Facebook Lead Ads Leads to Klenty as Prospects’ and select a folder for organization.


2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger application in Pabbly Connect. The trigger application will be Facebook Lead Ads, with the event set to ‘New Lead.’ This means that whenever a new lead is generated on Facebook, it will trigger the workflow.

  • Select Facebook Lead Ads as the trigger application.
  • Choose the event ‘New Lead’ from the dropdown.
  • Click on Connect to establish a connection with your Facebook account.

After connecting, select the Facebook page and lead generation form you want to use. This setup allows Pabbly Connect to listen for new leads and automatically send that data to Klenty.


3. Testing the Facebook Lead Ads Connection

Next, you need to test the connection between Facebook Lead Ads and Pabbly Connect. To do this, navigate to the Lead Ads Testing Tool on Facebook. Here, you can submit a test lead using dummy data.

  • Enter test data such as first name, last name, email, and phone number.
  • Submit the form to generate a new lead.
  • Return to Pabbly Connect to confirm that the lead data has been received.

If successful, you will see the lead data appear in Pabbly Connect, indicating that the connection is functioning properly and ready for the next step.


4. Adding Prospects in Klenty via Pabbly Connect

After confirming that Facebook Lead Ads is connected, the next step is to set up the action in Pabbly Connect. The action application will be Klenty, and the event will be ‘Add Prospect.’ This will allow you to automatically create a prospect in Klenty whenever a new lead is generated.

To connect Klenty, you will need to enter your API key and username from your Klenty account. Navigate to the settings in Klenty to find the API key and copy it into Pabbly Connect. Once connected, you will map the lead data from Facebook to the fields in Klenty, ensuring that all necessary information is transferred accurately.


5. Finalizing the Integration and Testing

With the action set up in Pabbly Connect, you can now finalize your integration. Click ‘Save and Send Test Request’ to send the mapped data to Klenty. If everything is set up correctly, you will receive a confirmation that a new prospect has been created in Klenty.

To ensure that the automation works seamlessly, conduct a final test by submitting another lead through the Facebook Lead Ads Testing Tool. After submitting, check your Klenty account to verify that the new prospect appears with the correct details. This confirms that Pabbly Connect is successfully automating the process between Facebook Lead Ads and Klenty.


Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with Klenty using Pabbly Connect. By following the steps outlined, you can automate the process of adding new leads as prospects in Klenty, streamlining your lead management workflow. Using Pabbly Connect simplifies this integration, enabling efficient data transfer and management.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Share Product Brochures with Facebook Lead Ads Leads via WhatsApp Using Pabbly Connect

Learn how to integrate Facebook Lead Ads with WhatsApp Cloud API using Pabbly Connect to share product brochures effectively. 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


1. Accessing Pabbly Connect for Integration

To begin sharing product brochures with Facebook Lead Ads leads via WhatsApp, you first need to access Pabbly Connect. This powerful integration platform allows you to automate workflows seamlessly between applications.

Visit the Pabbly Connect homepage and log in. If you are a new user, you can sign up for a free account, which provides you with 300 tasks every month to explore the software. Once logged in, you will be greeted by the Pabbly Connect dashboard, where you can create your workflows.


2. Creating a Workflow in Pabbly Connect

To share product brochures, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

  • Name your workflow as ‘Share Product Brochures with Facebook Leads via WhatsApp’.
  • Select your folder for organizing workflows.
  • Click on the ‘Create’ button to proceed.

In this workflow, you will define a trigger and an action. The trigger is the event that starts the workflow, while the action is what happens as a response. In this case, the trigger will be a new lead generated from Facebook Lead Ads.


3. Setting Up the Trigger with Facebook Lead Ads

After creating the workflow, select Facebook Lead Ads as your trigger application in Pabbly Connect. Set the trigger event to ‘New Lead Instant’. This means that whenever a new lead submits their information through your Facebook ad, it will trigger the workflow.

To connect Facebook Lead Ads with Pabbly Connect, click on ‘Connect’ and choose ‘Add New Connection’. Authorize the connection by logging into your Facebook account. Once connected, select your Facebook page and the lead form you want to use, such as ‘Admission Inquiry’.


4. Configuring the Action with WhatsApp Cloud API

Now that the trigger is set up, the next step is to configure the action using WhatsApp Cloud API in Pabbly Connect. Choose WhatsApp Cloud API as your action application and select the action event as ‘Send Template Message’.

To connect WhatsApp Cloud API, click on ‘Connect’ and enter your access token, phone number ID, and WhatsApp business account ID. You can obtain these details from your WhatsApp Cloud API setup. Ensure that you have a message template created for sending the brochure.

  • Select your message template that contains the brochure.
  • Map the recipient’s phone number from the lead data.
  • Enter the header image URL for the brochure.

After entering all required details, click on ‘Save and Send Test Request’ to send a test message to ensure the setup works correctly.


5. Testing and Finalizing the Integration

Once you have set up the action in Pabbly Connect, it is crucial to test the integration. Generate a test lead using the Facebook Lead Ads testing tool to simulate a new lead submission.

After creating a test lead, check Pabbly Connect to see if the lead information is captured correctly. If successful, you should receive a WhatsApp message containing the product brochure with a personalized greeting.

With this, you have successfully automated the process of sharing product brochures with leads generated from Facebook Lead Ads via WhatsApp, enhancing your marketing strategy and improving engagement with potential students.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Facebook Lead Ads with WhatsApp Cloud API for sharing product brochures. This automation enhances lead engagement and streamlines your marketing efforts effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create Zendesk Ticket on Failed Razorpay Payment Using Pabbly Connect

Learn how to automate ticket creation in Zendesk for failed Razorpay payments using Pabbly Connect. Follow this step-by-step guide for seamless integration. 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 Automation

To create a Zendesk ticket on failed Razorpay payments, start by accessing Pabbly Connect. Visit the homepage by typing the URL Pabbly.com/connect in your browser. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in.

Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, you can manage your workflows and integrations. Click on the ‘Create Workflow’ button to begin setting up your automation for creating tickets in Zendesk whenever a payment fails in Razorpay.


2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow named ‘Create Zendesk Ticket on Failed Razorpay Payment’. Select the folder to save your workflow, such as ‘Automations for E-commerce Store’. After naming your workflow, you will see two sections: Trigger and Action.

  • Choose Razorpay as the trigger application.
  • Select the trigger event as ‘Payment Failed’.
  • Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, navigate to your Razorpay dashboard. Under ‘Accounts and Settings’, find the ‘Webhooks’ option. Click on ‘Add New Webhook’ and paste the copied URL into the designated field. Set the active event to ‘Payment Failed’ and click ‘Create Webhook’. This will establish a connection between Razorpay and Pabbly Connect.


3. Testing the Webhook Connection

Once the webhook is created, return to Pabbly Connect where it will show ‘Waiting for Webhook Response’. To test this, initiate a payment in Razorpay using incorrect card details to intentionally fail the payment. This action will generate a response that Pabbly Connect will capture.

After the payment fails, check back in Pabbly Connect to see if the response has been received. You will see details such as the payment status (failed), order ID, and customer information. This confirms that the connection is working correctly.


4. Setting Up Zendesk Integration in Pabbly Connect

Next, you will set up the action step to create a ticket in Zendesk. Click on ‘Add Action Step’ and select Zendesk as the action application. Choose the action event as ‘Create Ticket’. Click on ‘Connect’ and select ‘Add New Connection’ to link your Zendesk account. using Pabbly Connect

  • Enter your Zendesk username and password.
  • Provide the subdomain from your Zendesk URL.
  • Ensure that password access for the API is enabled in Zendesk.

After entering the necessary details, click ‘Save’ to establish the connection. You will then configure the ticket details such as subject, requester name, and description using the mapped data from the Razorpay response. This integration allows for dynamic ticket creation based on failed payments.


5. Finalizing the Integration and Testing

With the integration set up, you will now finalize the ticket details. Set the subject as ‘Payment Failure Notification for Order {Order ID}’ using the mapped order ID. Fill in the requester’s name and email using the customer data received from Razorpay.

Once all fields are filled, click on ‘Save and Send Test Request’. You should receive a confirmation response that indicates the ticket has been created successfully in Zendesk. Check your Zendesk account under ‘Unsolved Tickets’ to see the newly created ticket reflecting the payment failure.

This seamless workflow ensures that your support team is promptly notified of payment issues, allowing for quick resolution and improved customer service. Whenever a payment fails in Razorpay, a ticket will automatically be created in Zendesk, all facilitated by Pabbly Connect.


Conclusion

In this tutorial, we demonstrated how to automate ticket creation in Zendesk for failed Razorpay payments using Pabbly Connect. This integration enhances customer service by ensuring timely follow-ups on payment issues, streamlining your support process.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create Keap Contact from New Google Sheets Tables Row Using Pabbly Connect

Learn how to create a Keap contact automatically from a new Google Sheets row using Pabbly Connect. Step-by-step tutorial for seamless integration. 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


Introduction to Pabbly Connect for Google Sheets and Keap Integration

In this tutorial, we will explore how to create a Keap contact from a new row in Google Sheets using Pabbly Connect. This integration automates the process of transferring customer data into your CRM, ensuring that your database remains up-to-date without manual input.

By leveraging the capabilities of Pabbly Connect, you can streamline your workflow and improve efficiency. This tutorial will guide you through the exact steps needed to set up this automation, allowing you to focus more on your customer relationships rather than data management.


Accessing Pabbly Connect for Automation Setup

To begin, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button. This process is quick and will give you 100 free tasks each month.

Once you have signed up or logged in, click on the ‘Access Now’ button under Pabbly Connect to enter the dashboard. Here, you will create a new workflow that connects Google Sheets and Keap.


Creating a Workflow in Pabbly Connect for Google Sheets and Keap

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will need to name your workflow, such as ‘Create Keap Contact from Google Sheets Table Row.’ Choose a folder to save it in, then click ‘Create’. This will open the workflow interface where you can set up your trigger and action.

  • Select Google Sheets as your trigger application.
  • Choose ‘New or Updated Spreadsheet Row’ as your trigger event.
  • Connect Google Sheets with Pabbly Connect using the provided webhook URL.

After setting your trigger, you will be ready to automate the process of adding new contacts to Keap whenever a new row is added to your Google Sheets.


Configuring Google Sheets for Pabbly Connect Integration

Next, you need to configure your Google Sheets to work with Pabbly Connect. Open your Google Sheet and ensure you have the data structure ready, including columns for customer name, phone number, email, and city.

To connect Google Sheets with Pabbly Connect, go to ‘Extensions’ and select ‘Pabbly Connect Webhooks’. If you don’t see this option, install the Pabbly Connect add-on from the Google Workspace Marketplace. After installation, refresh your sheet, then go back to Extensions and select ‘Initial Setup’. Here, paste the webhook URL you copied from Pabbly Connect and specify the trigger column.


Finalizing Integration and Testing with Pabbly Connect

After the Google Sheets setup, you will enable the sending option in Pabbly Connect. Go back to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and enable the ‘Send on Event’ option. This allows Pabbly Connect to automatically send data when a new row is added.

Now, add a new row in your Google Sheets with customer details. Once you input the information, you can check Pabbly Connect to see if the data was received correctly. If successful, proceed to set up the action for creating a new contact in Keap.

  • Select Keap as your action application.
  • Choose ‘Create/Update Contact’ as your action event.
  • Map the fields from Google Sheets to Keap, including email, name, and phone number.

Once all details are mapped and saved, you can test the integration by adding another row in your Google Sheets. If done correctly, a new contact should automatically appear in your Keap account.


Conclusion

This tutorial demonstrated how to create a Keap contact from a new row in Google Sheets using Pabbly Connect. By following these steps, you can automate your customer data management, ensuring efficiency and accuracy in your CRM.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Utilizing Pabbly Connect for this integration not only saves time but also enhances your ability to manage customer relationships effectively. Start leveraging automation today to improve your business processes.