Author: Rajpal Tomar

Learn how to integrate Razorpay with Go High Level using Pabbly Connect. This detailed tutorial covers every step of the process for seamless payment collection.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Razorpay with Go High Level, you first need to access Pabbly Connect. This platform is essential for automating the process of creating sub-accounts and sending emails after payment captures.

Visit the Pabbly Connect homepage where you can sign up for free or log in if you are an existing user. Once logged in, navigate to the dashboard where you will create a new workflow for your integration.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Razorpay to Go High Level using Pabbly Connect. Click on the ‘Create Workflow’ button on the top right corner of your dashboard.

• Name your workflow as ‘Collect Payments from Razorpay and Create Go High Level Sub Account’.
• Select a folder for your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see options for setting up triggers and actions. This is where the power of Pabbly Connect comes into play, allowing you to automate tasks based on specific events.

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3. Setting Up the Trigger from Razorpay

To automate the payment collection, you will set Razorpay as the trigger application in your Pabbly Connect workflow. Select Razorpay and choose the trigger event as ‘Payment Captured’.

Upon selecting this, Pabbly Connect will provide you with a webhook URL. This URL needs to be added to your Razorpay account under Webhooks settings to ensure that Razorpay communicates with Pabbly Connect.

• Log into your Razorpay account and navigate to ‘Account and Settings’.
• Select ‘Webhooks’ and add a new webhook using the provided URL.
• Choose ‘Payment Captured’ as the event to trigger the webhook.

Once the webhook is set up, make a test payment to ensure that Razorpay sends the payment data back to Pabbly Connect.

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4. Configuring Action Steps in Pabbly Connect

With the trigger successfully set, you will now configure the action steps that will execute upon receiving a payment. First, you will add a filter to check if the payment amount meets your criteria. using Pabbly Connect

Select the ‘Filter by Pabbly’ feature and set the condition to check if the payment amount equals the desired amount. This ensures that only specific payments will trigger the next actions.

Map the payment amount received from Razorpay as your filter condition. Click on ‘Save and Send Test Request’ to verify the filter.

Next, set up the action to create a sub-account in Go High Level. Choose ‘Lead Connector V2’ as the action application and select ‘Create Location’ as the action event. This will automate the creation of a new sub-account for the customer upon successful payment.

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5. Sending Email Notifications via Gmail

After successfully creating the sub-account, you will want to notify the customer via email. In this step, select Gmail as your action application and set the action event to ‘Send Email’.

Map the customer’s email address and include the necessary details such as login credentials in the email content. This ensures that customers receive all the information they need to access their new sub-account.

Include a subject line like ‘Payment Received: Access Your Go High Level Account’. Craft a personalized email body thanking the customer and providing login details.

Once all details are mapped, click on ‘Save and Send Test Request’ to ensure the email is sent successfully. This finalizes the integration process, allowing you to collect payments seamlessly with Pabbly Connect.

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Conclusion

This tutorial has guided you through integrating Razorpay with Go High Level using Pabbly Connect. By following these steps, you can automate payment collection, sub-account creation, and email notifications effortlessly.

Learn how to use Pabbly Connect to integrate Mobile, PAB, URL, and Elementor for real-time SMS alerts with this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating your applications, first, access Pabbly Connect by visiting its website. Sign in to your account or create a new one if you’re a first-time user. Pabbly Connect allows you to automate tasks without any coding skills.

Once signed in, you will see the dashboard that houses various applications. From here, you can select Pabbly Connect to begin creating your automation workflows. This platform simplifies the process of connecting different applications, ensuring seamless data transfer.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear, prompting you to name your workflow. For this tutorial, name it ‘Get Real-Time SMS Alerts on Webhook Response’.

• Select a folder for your workflow.
• Choose the appropriate folder, like ‘SMS Automations’.
• Click on ‘Create’ to finalize your workflow setup.

Upon creation, you’ll see two windows: one for the trigger and another for the action. The trigger is the event that starts the automation, while the action is what happens as a result. In this case, the trigger will be ‘Webhook by Pabbly’.

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3. Setting Up the Trigger in Pabbly Connect

For the trigger application, select ‘Webhook by Pabbly’. This allows you to catch responses from your form submissions. After selecting the trigger, choose the event as ‘Catch Webhook’. Pabbly Connect will provide you with a unique webhook URL.

Copy this webhook URL as you will need it to connect with your form. The next step involves setting up your form created with Elementor to send data to this webhook. This integration ensures that every form submission is captured by Pabbly Connect.

• Access your Elementor form settings.
• Add the webhook URL under ‘Actions After Submit’.
• Update the form to save changes.

Once the webhook is added, you can test the integration by submitting the form. This will trigger the webhook, and Pabbly Connect will capture the response, ready for the next action.

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4. Setting Up the Action in Pabbly Connect

Now that the webhook is set up, it’s time to configure the action. Select ‘Twilio’ as the action application in Pabbly Connect. This will allow you to send SMS notifications based on the captured webhook response. Choose the action event as ‘Send SMS Message’.

To connect Twilio to Pabbly Connect, you will need your Twilio Account SID and Auth Token. These credentials can be found in your Twilio account dashboard. Input these details into Pabbly Connect to establish the connection.

Enter the body of the SMS message. Map the data fields from the webhook response to personalize the SMS. Specify the sender and recipient numbers for the SMS.

After configuring the SMS details, click on ‘Save and Send Test Request’ to verify that the SMS is sent successfully. This completes the setup, allowing you to receive real-time SMS alerts through Pabbly Connect.

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5. Testing the Integration with Pabbly Connect

With the workflow set up, it’s crucial to test the integration. Submit a test entry using your Elementor form. Once the form is submitted, Pabbly Connect will catch the webhook response and trigger the Twilio action to send an SMS.

Check your mobile device to confirm that the SMS notification has been received. The message should include the details of the customer who submitted the form, demonstrating that the integration is working correctly. This step is essential to ensure that your automation is functioning as intended.

Verify the SMS content matches the expected format. Repeat the test with different data to ensure reliability. Adjust any settings in Pabbly Connect if necessary.

By successfully testing the integration, you can be confident that Pabbly Connect is effectively automating your SMS alerts for new customer form submissions.

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Conclusion

In this tutorial, you learned how to use Pabbly Connect to integrate Mobile, PAB, URL, and Elementor for real-time SMS alerts. This process enhances customer engagement by providing instant notifications. Automating your workflows with Pabbly Connect simplifies communication and improves operational efficiency.

Learn how to integrate Commander, PHP, Street with Pabbly Connect through this detailed tutorial. Follow the steps to automate your workflow 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

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1. Accessing Pabbly Connect for Integration

To begin integrating Commander, PHP, Street, you first need to access Pabbly Connect. Navigate to the Pabbly website and sign in to your account. If you are a new user, you can sign up for free and get 100 tasks monthly.

Once signed in, click on the ‘Access Now’ button for Pabbly Connect. This will take you to your dashboard where you can create new workflows. Start by clicking on the ‘Create Workflow’ button to initiate the integration process.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that connects Commander, PHP, and Street. Enter a name for your workflow, such as ‘Commander PHP Street Integration’. Choose a folder to save your workflow, then click on the ‘Create’ button. using Pabbly Connect

• Name your workflow clearly for easy identification.
• Select the appropriate folder to organize your workflows.
• Click on ‘Create’ to proceed to the workflow window.

In the workflow window, you will set up the trigger and action. The trigger will be the event that starts the integration, while actions are the tasks that follow. In this case, your trigger will be based on events from Commander.

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3. Configuring Triggers in Pabbly Connect

To configure the trigger in Pabbly Connect, select the application ‘Commander’. This is the application that will initiate the workflow. Choose the specific event that you want to use as a trigger, such as ‘New Entry’.

After selecting the trigger event, you will need to connect your Commander account. This involves entering your API key, which can be found in your Commander account settings. Once connected, you can test the trigger to ensure it captures the necessary data.

• Select ‘Commander’ as your trigger application.
• Choose the event that will trigger the workflow.
• Input your API key to connect your account.

Once the trigger is set up, you can proceed to the next step where you will define the actions that should take place once the trigger is activated.

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4. Defining Actions for the Workflow

Now it’s time to define the actions that will occur in response to the trigger in Pabbly Connect. Select the action application, which will be ‘PHP’. Choose the action event that corresponds to the data you want to send or process.

After selecting the action, you will need to map the data from the trigger to the action fields. This ensures that the right data is passed from Commander to PHP. For example, map the fields such as user name, email, and any other relevant information.

Select ‘PHP’ as your action application. Map the necessary fields from the trigger to the action. Test the action to confirm successful data transfer.

Once you’ve completed the mapping, you can finalize the action settings and proceed to add any additional actions if needed, ensuring a smooth workflow.

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5. Testing the Workflow in Pabbly Connect

The final step involves testing your workflow in Pabbly Connect. After setting up your triggers and actions, initiate a test to verify that everything works correctly. This is crucial to ensure that data flows seamlessly between Commander, PHP, and Street.

Monitor the results of the test to check for any errors or issues. If the test is successful, your integration is complete. You can now automate your processes effectively, saving time and improving efficiency.

Remember to save your workflow after testing. This will ensure that your integration remains active and ready to process data as intended.

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Conclusion

In this tutorial, we explored how to integrate Commander, PHP, Street using Pabbly Connect. By following the steps outlined, you can automate your workflows efficiently, ensuring that data transfers smoothly between applications. This integration not only saves time but also enhances your operational efficiency.

Learn how to integrate Native Forms with Pabbly Connect to automate data transfer to Google Sheets and other applications. Follow our detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Native Forms

To integrate Native Forms with Pabbly Connect, you first need to access the Pabbly Connect dashboard. This platform allows you to automate workflows seamlessly between applications. Start by logging into your Pabbly Connect account to create a new workflow. using Pabbly Connect

Once logged in, select the option to create a new workflow. You will be prompted to choose a trigger application. For this integration, select Native Forms as your trigger application. This will allow you to capture data submitted through your forms.

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2. Configuring the Webhook in Native Forms

After setting up Pabbly Connect, the next step is to configure the webhook in Native Forms. This webhook will serve as a bridge for transferring data from Native Forms to Pabbly Connect. To do this, select the specific form you want to connect. using Pabbly Connect

• Log in to your Native Forms account.
• Select the form you wish to connect.
• Click on the ‘Edit Form’ option.
• Scroll down to find the ‘Webhook Configuration’ option.

Once you have accessed the webhook configuration, click on ‘New Webhook’. Paste the webhook URL provided by Pabbly Connect. Ensure you select the event type as ‘Form Completed’ to capture responses correctly. Finally, click on ‘Create Webhook’ to finalize the setup.

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3. Testing the Integration with Pabbly Connect

With the webhook configured, it’s time to test the integration to ensure data is being captured correctly. Go back to Pabbly Connect and you will see a status indicating it is waiting for a webhook response. This means the integration is ready to receive data. using Pabbly Connect

Now, open the form you just connected and fill it out with test data. For instance, enter a name, email, and any other required fields. Once you submit the form, Pabbly Connect should receive the response almost instantly.

• Submit the form with dummy data.
• Check Pabbly Connect for the received response.
• Verify that all details are correct.

If the response is received successfully, the integration is working as intended. You can now proceed to add action steps to send this data to other applications like Google Sheets or Slack.

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4. Adding Action Steps in Pabbly Connect

After confirming that the integration works, the next step is to define action steps within Pabbly Connect. This allows you to automate what happens after a form submission. For instance, you can send the captured data to Google Sheets for record-keeping. using Pabbly Connect

To add action steps, select Google Sheets as your action application in Pabbly Connect. You will then need to choose the specific action you want to perform, such as ‘Add Row’. This will enable you to insert the data from Native Forms directly into a Google Sheets document.

Once you have configured the action step, map the fields from Native Forms to the corresponding columns in Google Sheets. This ensures that each form submission is recorded accurately. After setting this up, save and test the workflow to confirm everything functions smoothly.

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5. Conclusion

In this tutorial, we detailed how to integrate Native Forms with Pabbly Connect, allowing for seamless data transfer to applications like Google Sheets. By following the steps outlined, you can automate your workflows efficiently without any coding skills.

Utilizing Pabbly Connect opens up numerous possibilities for integrating various applications, enhancing your productivity and workflow management. Start automating your processes today!

Learn how to automate posting Hindu RSS feeds to Twitter with Pabbly Connect. 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 Automation

To start using Pabbly Connect for automation, first, go to the Pabbly Connect website. This platform serves as the central hub for integrating various applications, including RSS feeds and social media. using Pabbly Connect

After reaching the website, you can either sign in if you are an existing user or sign up for free to access 100 tasks monthly. Once logged in, find the option to access Pabbly Connect, which is essential for setting up your automation.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to start building your automation. Here, you will name your workflow, such as ‘Automatically Post Hindu RSS Feeds on Twitter,’ and select a folder for organization. using Pabbly Connect

• Click ‘Create’ to open the workflow window.
• Set the trigger application to RSS by Pabbly.
• Choose ‘New Item in Feed’ as the trigger event.

This step is crucial as it defines how Pabbly Connect will monitor your RSS feed for new items and subsequently automate the posting on Twitter.

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3. Setting Up the Trigger in Pabbly Connect

Once the workflow is created, you need to set up the trigger by connecting your RSS feed. Paste the URL of the Hindu RSS feed into Pabbly Connect and select the filter type. using Pabbly Connect

This step is important because it allows Pabbly Connect to pull new items from the feed. After saving the settings, you can test the connection to ensure that Pabbly Connect captures the latest updates from your RSS feed.

• Set the trigger time to check for new data every 10 minutes.
• Click ‘Save’ to finalize the trigger setup.

This setup ensures that your RSS feed is regularly checked, allowing for timely updates to be posted on Twitter, enhancing your audience engagement.

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4. Setting Up the Action to Post on Twitter

For the action step, select Twitter (formerly X) as the application where you want to post updates. Choose the action event as ‘Create Tweet’ to automate the posting process. using Pabbly Connect

Next, connect your Twitter account to Pabbly Connect. If you haven’t connected it before, you will need to provide your Client ID and Client Secret from the Twitter Developer Portal. This is a vital step that enables Pabbly Connect to post on your behalf.

Authorize Pabbly Connect to access your Twitter account. Map the title and link of the news from the RSS feed into the tweet message.

Mapping ensures that each tweet reflects the latest news item, keeping your followers updated without any manual effort.

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5. Verifying Workflow Success in Pabbly Connect

After completing the setup, it’s essential to test the workflow to ensure everything is functioning correctly. Click on ‘Save and Send Test Request’ to see if the tweet is created successfully on your Twitter account. using Pabbly Connect

Upon successful testing, you will see a new tweet reflecting the latest news from the Hindu RSS feed. This confirms that Pabbly Connect is effectively automating the process as intended.

Check your Twitter account to verify the new post. Review the workflow to ensure all settings are correct.

This verification step is crucial to ensure that your automation is working smoothly, allowing you to focus on other tasks while keeping your audience informed.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate posting Hindu RSS feeds to Twitter. By following these steps, you can streamline your social media updates effortlessly.

Learn how to integrate SMTP with WhatsApp Using Pabbly Connect. Follow this detailed tutorial for effective email marketing automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. SMTP and WhatsApp Integration Overview

SMTP is crucial for sending emails, while WhatsApp can enhance customer engagement. In this section, we will explore how to set up SMTP to send automated emails via WhatsApp. using Pabbly Connect

To initiate this integration, you will need to access your SMTP settings and connect them with WhatsApp through Make. This process involves several steps that ensure your email marketing strategy is effective.

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2. Create a Workflow in Make for SMTP

Creating a workflow in Make for SMTP is essential for automating email responses. Start by logging into your Make account and navigate to the dashboard. using Pabbly Connect

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select the folder for saving your workflow.

Once you have created your workflow, you can proceed to set the trigger for your SMTP integration. This will allow you to automatically send emails based on specific events.

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3. Setting Up Facebook Lead Ads to Trigger SMTP

To set up Facebook Lead Ads as a trigger for your SMTP workflow, you need to select Facebook Lead Ads as your trigger application. This ensures that every new lead captured will initiate an email response. using Pabbly Connect

Follow these steps to configure the trigger:

• Choose ‘New Lead’ as the trigger event.
• Connect your Facebook account to Make.
• Map the fields to capture lead details.

After setting up the trigger, the next step is to utilize SMTP to send a thank you email to new leads captured through Facebook. This enhances your lead nurturing process effectively.

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4. Sending WhatsApp Messages for Razor Payments

Integrating WhatsApp with Razor for payment notifications is crucial for immediate customer engagement. Whenever a new payment is captured in Razor, a WhatsApp message can be sent automatically. using Pabbly Connect

To set this up, follow these steps:

Select Razor as your trigger application. Choose ‘New Payment’ as the trigger event. Configure the WhatsApp message template.

This integration ensures that customers receive immediate confirmation of their payments, enhancing their overall experience with your services.

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5. Adding Subscribers to Mailchimp from Google Sheets

Integrating Google Sheets with Mailchimp allows you to manage your subscribers effectively. Whenever a new subscriber is added to Google Sheets, you can automate their addition to your Mailchimp list. using Pabbly Connect

To configure this integration, follow these steps:

Select Google Sheets as your trigger application. Choose ‘New Row’ as the trigger event. Connect your Mailchimp account to Make.

This setup allows you to efficiently manage your email marketing campaigns by ensuring that all new subscribers are automatically added to your Mailchimp account.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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By integrating SMTP with WhatsApp Using Pabbly Connect, you can significantly enhance your email marketing strategies and customer engagement. Each step outlined above is designed to streamline your processes and ensure effective communication with your leads.

Learn how to seamlessly integrate Instagram lead ads with Active Campaign using Pabbly Connect. Follow our step-by-step tutorial for effective automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Instagram lead ads with Active Campaign, you first need to access Pabbly Connect. This platform facilitates the connection between various applications seamlessly. Navigate to the Pabbly Connect homepage at Pabbly.com/connect.

If you are a new user, click on ‘Sign Up Free’ to create an account and get 300 tasks each month. Existing users should click on ‘Sign In’ to access their dashboard. Once logged in, you will find the Pabbly Connect dashboard, where you can create workflows for automation.

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2. Creating a Workflow in Pabbly Connect

To set up the integration, start by creating a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. Name your workflow something descriptive, like ‘Instagram Lead Ads to Active Campaign’.

• Click on ‘Create’ to proceed.
• You will see options for triggers and actions in your workflow.

Now, select Instagram Lead Ads as your trigger application. This setup will allow Pabbly Connect to capture new leads from your Instagram ads automatically. After setting your trigger, proceed to define the action that will take place in Active Campaign.

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3. Setting Up the Instagram Lead Ads Trigger

In this step, you will configure the trigger event in Pabbly Connect. Choose ‘New Lead Instant’ as the trigger event. This ensures that whenever a new lead is generated from your Instagram lead ad, Pabbly Connect will capture the lead details immediately.

To connect your Instagram account, click on ‘Connect’ and then select ‘Add New Connection’. You will need to authorize Pabbly Connect to access your Instagram account linked to your Facebook page, Sports Elite Training Center. Once connected, select your lead form associated with the ad.

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4. Configuring the Action Step with Active Campaign

Now, it’s time to define the action that occurs when a new lead is captured. Choose Active Campaign as your action application in Pabbly Connect. Set the action event to ‘Create a Contact’. This step ensures that every new lead from Instagram gets added to your Active Campaign account automatically.

Click on ‘Connect’ to set up the connection with Active Campaign. You will need to input your API key and URL from your Active Campaign account settings. This information allows Pabbly Connect to communicate with Active Campaign and create contacts based on the leads received.

• Map the fields from the Instagram lead to Active Campaign, such as email, first name, last name, and phone number.
• Click on ‘Save and Test Request’ to ensure the connection works.

After testing, check your Active Campaign account to confirm that the new contact has been created successfully.

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5. Testing the Integration with a Real Lead

To ensure that the integration works flawlessly, you should test it by generating a real lead. Go back to the Lead Ads Testing Tool on Meta for Developers. Here, you can delete any previous test leads and create a new one.

Fill out the lead form with dummy data, including first name, last name, email, and phone number. After submitting the form, return to Pabbly Connect and check whether the new lead appears in your Active Campaign account. Refresh the contacts list to see the new entry.

This final test confirms that your integration is successful. You can now automate the process of capturing leads from Instagram and adding them to Active Campaign without any manual effort.

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Conclusion

This tutorial demonstrated how to integrate Instagram lead ads with Active Campaign using Pabbly Connect. By following the steps outlined, you can automate lead capturing, ensuring no potential customer is missed. This integration significantly enhances your marketing efficiency.

Learn how to set up Make Forms integration with Pabbly Connect to streamline data collection and automate workflows effectively. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Make Forms Integration

To begin the integration process, access Pabbly Connect and create a new workflow. This is essential for connecting Make Forms to your desired applications. Once logged in, you will see options for creating triggers and actions that form the backbone of your automation.

For this integration, select Make Forms as your trigger application. The trigger event will be set to ‘New Form Submission.’ This means that every time a form is submitted, Pabbly Connect will capture the data automatically.

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2. Copying the Webhook URL from Pabbly Connect

After setting up the trigger, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge between Make Forms and Pabbly Connect. You need to copy this URL to connect it with your form.

Log into your Make Forms account and navigate to the settings section. Follow these steps to set up the webhook:

• Click on the ‘Settings’ button on the left sidebar.
• Select ‘Integrations’ from the options provided.
• Click on ‘Webhook’ and then on ‘Add a Webhook.’

Paste the copied URL from Pabbly Connect in the endpoint field and select ‘POST’ as the request type. This will ensure that data is sent to Pabbly Connect whenever a form is submitted.

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3. Configuring Make Forms for Data Submission

In this step, you need to configure Make Forms to ensure that it sends the correct data to Pabbly Connect. After pasting the webhook URL, select your form from the dropdown list and set the data format to JSON. This is crucial for the data to be interpreted correctly.

Next, select the form fields you want to include in the webhook response. For example, if your form collects a full name, phone number, and email, make sure to select all these fields. After configuring these settings, click on the ‘Save’ button.

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4. Testing the Integration with Pabbly Connect

Now that you have set up the webhook in Make Forms, it’s time to test the integration. Go back to your Pabbly Connect workflow, which should display a message indicating that it is waiting for a webhook response. This confirms that Pabbly Connect is ready to receive data.

To test, fill out the form you created and submit it. After submission, return to Pabbly Connect and check if the webhook response has been captured. You should see the data you entered in the form reflected in the response.

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5. Expanding Automation Options with Pabbly Connect

Once the integration is successfully tested, you can expand your automation options using Pabbly Connect. For instance, you can add action steps to send notifications via Slack or Discord whenever a new form submission occurs. This allows your team to stay informed in real-time.

Additionally, you can choose to create a record of the new form submission in Google Sheets. This not only organizes your data but also enhances accessibility. With Pabbly Connect, the possibilities for automation are vast, allowing you to tailor your workflows according to your business needs.

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Conclusion

In this tutorial, we explored how to integrate Make Forms with Pabbly Connect for streamlined data collection. Following these steps ensures that your business can efficiently capture and manage form submissions, enhancing productivity and workflow automation.

Learn how to automate SMS notifications from your iPhone to Slack using Pabbly Connect. Follow these detailed steps to streamline your communication. 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

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1. Setting Up Pabbly Connect for SMS Automation

To automate SMS notifications to Slack, begin by accessing Pabbly Connect. This platform allows seamless integration between your iPhone and Slack for SMS messages. Start by visiting the Pabbly Connect website and signing in or creating a new account.

After logging in, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow something like ‘SMS from iPhone to Slack’. This will help you identify the automation later. Once created, you will see the trigger and action windows where you will set up the automation.

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2. Creating the Trigger in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect that activates when an SMS is received. Select the ‘Webhook by Pabbly’ as the trigger event and choose ‘Catch Webhook’. This will provide a unique URL to capture incoming SMS data.

• Select ‘Webhook by Pabbly’ as the trigger event.
• Choose ‘Catch Webhook’ to receive SMS data.
• Copy the provided webhook URL for later use.

Once you have the webhook URL, you will need to integrate it into your iPhone’s Shortcuts app to forward SMS messages. This step is crucial for connecting your iPhone to Pabbly Connect.

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3. Setting Up iPhone Shortcuts for SMS Forwarding

Open the Shortcuts app on your iPhone and create a new automation. Select the option to trigger when a message is received. Choose to filter messages that contain specific keywords, such as ‘OTP’. This ensures only relevant SMS messages are forwarded.

• Select ‘Create Personal Automation’ in the Shortcuts app.
• Choose ‘Message’ as the trigger type.
• Set the filter to include messages containing ‘OTP’.
• Add an action to ‘Get Contents of URL’ and paste the webhook URL from Pabbly Connect.

This automation will now capture any SMS containing the keyword ‘OTP’ and send it to the webhook URL, effectively connecting your iPhone to Pabbly Connect.

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4. Sending SMS Notifications to Slack

After setting up the trigger, the next step is to send the captured SMS to a Slack channel. In the action window of your Pabbly Connect workflow, select Slack as the application and choose the action event ‘Send Channel Message’. This will allow you to post messages directly to your chosen Slack channel.

Select Slack as the application in Pabbly Connect. Choose ‘Send Channel Message’ as the action event. Connect your Slack account with Pabbly Connect. Map the message content and sender’s number from the webhook response to the Slack message format.

This setup will ensure that whenever an SMS is received on your iPhone, it automatically posts to your Slack channel through Pabbly Connect. This streamlines communication and keeps your team updated in real-time.

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5. Testing the Automation

To ensure everything is working correctly, send a test SMS containing the keyword ‘OTP’ to your iPhone. Check Pabbly Connect to see if the webhook captures the message. After capturing the message, verify that it appears in the designated Slack channel.

Send a test SMS to your iPhone with the keyword ‘OTP’. Check the Pabbly Connect workflow for the captured message. Verify the message appears in your Slack channel.

Once confirmed, your automation is set up and ready to go. You can now receive SMS notifications on Slack automatically using Pabbly Connect, enhancing your team’s efficiency.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate SMS notifications from your iPhone to Slack. By following these steps, you can streamline your communication process and keep your team informed effortlessly.

Learn how to automate contact and invoice creation in Xero from JotForm submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating JotForm with Xero, first access Pabbly Connect. This platform serves as the central tool for automation, allowing seamless connections between various applications. You can either sign in if you have an account or create a new one by clicking on the ‘Sign Up for Free’ button, which provides 100 free tasks every month.

Once logged in, you will be taken to the Pabbly Connect dashboard. Here, you can create a new workflow to automate the process of creating a contact and invoice in Xero whenever a new submission is made in JotForm. Click on the ‘Create Workflow’ button to get started.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up JotForm as the trigger application in Pabbly Connect. This means that every time a new response is submitted in JotForm, it will trigger the workflow. Search for JotForm in the trigger application section and select it.

• Select ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your JotForm settings, navigate to integrations, and add the webhook URL.

After adding the webhook, your JotForm is now connected to Pabbly Connect. This allows the system to listen for new submissions, ensuring that every time a form is filled out, the workflow is activated automatically.

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3. Creating a Contact in Xero

Once the trigger is set up, the next step is to create a new contact in Xero using the data received from JotForm submissions. In Pabbly Connect, add a new action step and select Xero as the action application.

Choose ‘Create Contact’ as the action event. You will need to connect your Xero account by clicking on ‘Add New Connection’ and allowing access. Once connected, you can map the required fields from the JotForm response to the corresponding fields in Xero, such as first name, last name, email, and address.

• Map the first name and last name from the JotForm response.
• Include the email address and phone number.
• Fill in the address details, including street, city, and postal code.

After mapping all the necessary fields, save the configuration. This will ensure that every new submission creates a contact in Xero automatically.

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4. Creating an Invoice in Xero

The final step in this integration is to create an invoice in Xero based on the order submitted through JotForm. In Pabbly Connect, add another action step and again select Xero as your action application.

Choose ‘Create Invoice’ as the action event. Just like before, connect to your Xero account if you haven’t already. You will need to map the invoice fields, including the contact name, email, and product details from the JotForm response.

Select the invoice type (e.g., Sales Invoice). Map the product line item code and quantity. Set the currency and invoice status (e.g., Draft).

Once you have mapped all necessary details, save the configuration. This will enable the automatic creation of invoices every time a new order is submitted through JotForm.

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5. Conclusion: Automating Your Workflow with Pabbly Connect

In this tutorial, we have successfully demonstrated how to integrate JotForm with Xero using Pabbly Connect. By setting up triggers and actions, you can automate the process of creating contacts and invoices seamlessly. This not only saves time but also reduces the chances of manual errors.

Utilizing Pabbly Connect allows businesses to streamline their workflows effectively. By following the steps outlined, you can ensure that every JotForm submission results in the creation of a corresponding contact and invoice in Xero, enhancing your operational efficiency.

With Pabbly Connect, automating your business processes has never been easier. Start integrating your applications today for a more efficient workflow!