How to Upload Google Drive Files from Notion Database Using Pabbly Connect

Learn how to upload Google Drive files from Notion database using Pabbly Connect. Follow our step-by-step guide for seamless integration. 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. Accessing Pabbly Connect for Integration

To upload Google Drive files from Notion database, first, access Pabbly Connect. This platform enables seamless integration between various applications like Notion and Google Drive.

Begin by visiting the Pabbly Connect homepage. If you are a new user, click on ‘Sign Up Free’ to create an account and receive 300 free tasks monthly. Existing users can simply sign in to access their dashboard.


2. Creating a Workflow in Pabbly Connect

Once logged in, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

In the dialog box, name your workflow. For this integration, use the title ‘Upload Google Drive Files from Notion Database’. You can also select a folder for organization purposes. After naming, click on the ‘Create’ button to proceed.

  • Click ‘Create Workflow’
  • Name your workflow
  • Select a folder for organization

Now your workflow is created, and you can set up the trigger and action for your automation.


3. Setting Up the Trigger in Pabbly Connect

The next step is to set up the trigger for your workflow in Pabbly Connect. Select Notion as your trigger application. Choose the trigger event as ‘New Database Item’ to ensure that every time a new item is added to your Notion database, it triggers the workflow.

To connect Notion with Pabbly Connect, click on ‘Connect’ and then select ‘Add New Connection’. If your Notion account is already linked, you can select the existing connection. After that, click on ‘Connect with Notion’ and authorize the connection by allowing access to your databases.

  • Select Notion as the trigger application
  • Choose ‘New Database Item’ as the trigger event
  • Authorize the connection with Notion

Once connected, select your specific database ID from the dropdown menu to finalize the trigger setup.


4. Configuring the Action Step with Google Drive

After setting up the trigger, the next step is to configure the action in Pabbly Connect. Select Google Drive as your action application and choose ‘Upload File’ as the action event. This ensures that whenever a new item is added to Notion, it gets uploaded to Google Drive.

To connect Google Drive, click ‘Connect’ and choose ‘Add New Connection’. Sign in with your Google account and grant necessary permissions. After the connection is established, you will need to provide the folder ID and file name for the upload.

Select Google Drive as the action application Choose ‘Upload File’ as the action event Authorize the connection with Google Drive

Map the file URL and file name from the trigger step to ensure the correct file is uploaded to the specified folder in Google Drive.


5. Testing Your Automation

With the workflow set up, it is essential to test the automation in Pabbly Connect. To do this, add a new item to your Notion database. For example, create an entry named ‘Clothing Logo’ and upload a PNG file.

After saving the new item, check your Google Drive folder to confirm that the file has been uploaded successfully. Note that Notion operates on a polling basis, meaning it may take some time to reflect the changes in Google Drive.

Add a new item to your Notion database Check Google Drive for the uploaded file Be patient as Notion updates may take time

Once confirmed, your automation is successfully set up, allowing files to be uploaded from Notion to Google Drive automatically.


Conclusion

In this tutorial, we demonstrated how to upload Google Drive files from Notion database using Pabbly Connect. By following the steps outlined, you can automate your workflow and ensure seamless file 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.

Utilizing Pabbly Connect simplifies the integration process, allowing you to focus on your projects without manual uploads. Start automating your tasks today!

Integrating Mojo with ConvertKit Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Mojo with ConvertKit using Pabbly Connect for automated subscriber management. Follow our detailed tutorial for seamless setup. 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 begin integrating Mojo with ConvertKit, first access Pabbly Connect. This platform allows you to automate workflows seamlessly between different applications. You can sign in or sign up at the Pabbly Connect homepage, where new users receive 300 free tasks monthly.

After logging in, you will see the dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. This step is crucial as it sets the foundation for connecting your applications.


2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that triggers when a payment fails in Mojo. Select the ‘Create Workflow’ option and name it something descriptive, such as ‘Create ConvertKit Subscriber on Failed Mojo Payment.’ This workflow will allow you to automate the process of adding users as subscribers in ConvertKit.

  • Click on the ‘Create’ button to finalize the workflow.
  • Define the trigger as ‘Instamojo’ and select the event ‘Failed Payment.’
  • Copy the webhook URL provided by Pabbly Connect.

Now, you have successfully set up the initial trigger for your workflow. This allows Pabbly Connect to receive data whenever a payment fails through Mojo.


3. Setting Up the Webhook in Mojo

Next, you need to configure Mojo to send payment failure notifications to Pabbly Connect. Log in to your Mojo account and navigate to the payment page settings. Here, you will paste the webhook URL you copied earlier.

In the settings, look for the option labeled ‘Webhook’ and enter the URL. Ensure you select the information to be sent as ‘Failed Payments.’ This configuration is essential for enabling the communication between Mojo and Pabbly Connect.


4. Testing the Integration

After setting up the webhook, it’s time to test the integration. Make a test payment on your Mojo payment page. Use dummy data to simulate a failed payment scenario. Once the payment fails, Pabbly Connect should capture the webhook response, confirming that the integration is working correctly.

  • Enter test user details such as name, email, and phone number.
  • Proceed to payment and ensure it fails to trigger the webhook.
  • Check Pabbly Connect for the received response.

Upon successful testing, you will see the user details captured in Pabbly Connect, confirming the workflow is functioning as intended.


5. Adding Subscriber to ConvertKit

Now that the integration is tested, you can set up the action to add a subscriber to ConvertKit. In Pabbly Connect, select ConvertKit as the action application and choose ‘Add Subscriber to a Form’ as the action event. This step ensures that when a payment fails, the user gets added to your ConvertKit email list.

Connect your ConvertKit account by entering the API key and secret. After connecting, map the necessary fields from the webhook response to the ConvertKit form fields, such as first name, email, and last name. This mapping is essential for ensuring that the correct data is sent to ConvertKit.

Finally, test this action step to confirm that the subscriber is added successfully. Refresh your ConvertKit account to see the new subscriber listed, ensuring that Pabbly Connect is effectively managing the integration.


Conclusion

In this tutorial, we explored how to integrate Mojo with ConvertKit using Pabbly Connect. By setting up triggers and actions, you can automate the process of adding subscribers seamlessly, enhancing your email marketing efforts. This integration not only saves time but also improves customer engagement by addressing payment failures promptly.

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

Integrating Automation with New Leads Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate your CRM processes with Make, integrating Salesforce, HubSpot, and Zoho for efficient lead management. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level. with Pabbly Connect.

Watch Step By Step Video Tutorial Below


1. Automating Facebook Leads to Salesforce CRM

Automation is essential for effective lead management. This section covers how to automatically add Facebook leads to your Salesforce CRM. By Using Pabbly Connect, you can streamline the process of capturing leads from Facebook ads.

To set this up, follow these steps:

  • Connect your Facebook Lead Ads to Make.
  • Select the trigger for new lead submissions.
  • Map the lead data to Salesforce fields.

This integration ensures that every time someone fills out a lead form on Facebook, their details are automatically added to your Salesforce CRM. This allows your sales team to follow up promptly.


2. Sending WhatsApp Messages to Zoho CRM Leads

Sending immediate responses to leads is vital for engagement. In this section, we will look at how to send WhatsApp messages to leads captured in your Zoho CRM.

To automate WhatsApp messaging, follow these steps:

  • Connect your website form to Make.
  • Set up a trigger for new leads in Zoho CRM.
  • Use WhatsApp Cloud API to send a personalized message.

This automation not only thanks leads for their interest but also provides additional information about your services, enhancing the customer experience.


3. Automating Follow-Up Emails for New Leads

Follow-up communication is crucial for converting leads into customers. This section describes how to set up automated follow-up emails for new leads in HubSpot CRM.

To implement this automation, follow these steps:

Integrate your website form with Make. Configure a trigger for new submissions in HubSpot CRM. Set up an action to send a follow-up email.

By sending personalized emails immediately after a lead is added to your HubSpot CRM, you can significantly improve your chances of conversion.


4. Adding LinkedIn Leads to Salesforce CRM

LinkedIn is a powerful platform for lead generation. In this section, we will review how to add LinkedIn leads directly to your Salesforce CRM.

To automate the process, follow these steps:

Connect your LinkedIn Lead Gen Form to Make. Set up a trigger for new lead submissions. Map the lead data to Salesforce fields.

This integration allows your sales team to access new leads quickly, facilitating efficient follow-up and nurturing.


5. Integrating HubSpot and Zoho CRM for Lead Management

Integrating multiple CRM systems can enhance your lead management strategy. Here, we will discuss how to connect HubSpot CRM and Zoho CRM to streamline processes.

To set up this integration, follow these steps:

Connect both CRMs to Make. Set up triggers for new leads in either CRM. Map relevant data fields between the two CRMs.

This integration ensures that lead information is consistent across both HubSpot CRM and Zoho CRM, allowing for better tracking and management.

Conclusion

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

Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.

If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.


In conclusion, integrating automation with new leads using Make can significantly enhance your CRM management. By automating processes with Salesforce CRM, HubSpot CRM, and Zoho CRM, you can ensure timely follow-ups and better engagement with potential customers. This approach not only saves time but also increases your chances of converting leads into paying clients.

How to Automatically Share Facebook Leads with Real-Estate Agents via Email Using Pabbly Connect

Learn how to use Pabbly Connect to automatically share Facebook leads with real estate agents via email. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Facebook Lead Integration

To automatically share Facebook leads with real estate agents, start by accessing Pabbly Connect. This platform enables seamless integration between your Facebook lead ads and various applications like Google Sheets and Gmail. First, visit the Pabbly Connect website and sign in or sign up for a free account.

After logging in, you will see a dashboard with various Pabbly applications. Click on ‘Access Now’ for Pabbly Connect, which is essential for connecting your Facebook leads to Google Sheets and Gmail. This integration will help you manage leads effectively without any coding knowledge.


2. Creating a Workflow in Pabbly Connect

Next, create a workflow in Pabbly Connect to automate lead management. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter ‘Automatically Share Facebook Leads with Real Estate Agents via Email’ and select a folder for your workflow.

  • Click on ‘Create’ to proceed.
  • This will open the workflow window where you can set triggers and actions.

In the workflow window, you will define the trigger as Facebook Lead Ads. This means that whenever a new lead is generated, the workflow will be activated. Setting up this trigger is crucial for the automation process.


3. Setting Up Facebook Lead Ads as Trigger

To set Facebook Lead Ads as your trigger in Pabbly Connect, search for ‘Facebook Lead Ads’ in the trigger application section. Select it and choose the trigger event as ‘New Lead Instant.’ Click on ‘Connect’ to establish a connection.

If you haven’t connected your Facebook account before, choose ‘Add New Connection’ and follow the prompts to link your Facebook account. Ensure you select the correct Facebook page and lead form to capture leads accurately.

  • Select your Facebook page, e.g., ‘Prime Properties’.
  • Choose the lead form you created for capturing leads.

Once you save the configuration, Pabbly Connect will wait for a webhook response, which you can test by submitting a lead through the Facebook Lead Ads testing tool.


4. Adding Google Sheets as Action in Pabbly Connect

The next step in Pabbly Connect is to add Google Sheets as an action. After successfully setting up the trigger, select ‘Google Sheets’ as the action application. Choose the action event as ‘Add New Row’ to store lead details directly in your spreadsheet.

Connect your Google Sheets account by selecting ‘Add New Connection’ and granting necessary permissions. Select the spreadsheet where you want to store leads and choose the specific sheet for the data entry.

Map fields such as first name, last name, email, and phone number from the lead data. Ensure that each field is correctly linked to the corresponding data from the lead form.

Once the mapping is complete, save the action, and Pabbly Connect will automatically add new leads to your Google Sheets as they are generated.


5. Sending Email Notifications to Agents via Gmail

Finally, to notify real estate agents about new leads, add Gmail as another action in Pabbly Connect. Select ‘Send Email V2’ as the action event. Connect your Gmail account by allowing access through Pabbly Connect.

Fill in the recipient’s email address, which should be the agent’s email. Customize the email subject and content to include essential lead details. For instance, you can use dynamic fields to insert the lead’s name and property type in the email content.

Enter a subject like ‘New Lead Alert: [Property Type]’. Include a message body that summarizes the lead’s details.

Once you configure the email settings and save the action, Pabbly Connect will send notifications to agents as soon as new leads are captured, ensuring timely follow-up and increasing conversion chances.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically share Facebook leads with real estate agents via email. By integrating Facebook Lead Ads with Google Sheets and Gmail, you can streamline your lead management process efficiently. This automation not only saves time but also enhances your ability to convert leads into clients.

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

Integrating Shopify with Google Sheets and Salesforce CRM Using Pabbly Connect

Learn how to integrate Shopify store signups with Google Sheets and Salesforce CRM using Pabbly Connect. Follow this detailed tutorial step-by-step. 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 begin the integration process, first access Pabbly Connect by visiting the official website. If you are a new user, you can sign up for a free account, which offers 100 tasks each month.

Existing users can simply sign in. Once logged in, navigate to the dashboard where you can see various Pabbly applications. For this tutorial, we will focus on Pabbly Connect to automate the integration between Shopify, Google Sheets, and Salesforce CRM.


2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, the first step is to create a new workflow. Click on the ‘Create Workflow’ button, then name your workflow as ‘Add Shopify Store Signups in Google Sheets and Create Contact in Salesforce’. Choose the folder where you want to save this workflow.

  • Click on the ‘Create’ button to open the workflow window.
  • Set the trigger application to Shopify.
  • Select ‘New Customer’ as the trigger event.

After setting the trigger, Pabbly Connect will provide a webhook URL. This URL will be used to connect your Shopify account with the workflow. Copy this URL for the next steps.


3. Setting Up the Shopify Webhook

Log into your Shopify account and navigate to the ‘Settings’ section. Scroll down to ‘Notifications’ and select ‘Webhooks’. Click on ‘Create Webhook’ and choose ‘Customer Creation’ as the event type.

  • Paste the copied webhook URL from Pabbly Connect.
  • Set the format as JSON.
  • Save the webhook settings.

Once the webhook is created, return to your Pabbly Connect workflow. It will show ‘Waiting for Webhook Response’ indicating that it is ready to receive data from Shopify.


4. Testing the Integration with Shopify

To test the integration, go back to your Shopify store and create a new customer account. Fill in the required details such as first name, last name, and email, then click on ‘Create Account’.

After creating the account, return to Pabbly Connect to check if the webhook has captured the response. You should see the customer details displayed in the workflow. This confirms that the trigger from Shopify is working correctly.


5. Adding Data to Google Sheets and Salesforce

Now that the trigger is set up, the next step is to add the captured details to Google Sheets. In Pabbly Connect, select Google Sheets as the action application and choose ‘Add New Row’ as the action event.

Connect your Google Sheets account to Pabbly Connect. Select the spreadsheet and sheet where you want to add the data. Map the fields from the Shopify response to the corresponding columns in Google Sheets.

Next, add another action step to create a contact in Salesforce CRM. Select Salesforce as the action application, choose ‘Create Contact’ as the action event, and map the required fields. Finally, add the contact to the desired campaign in Salesforce.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Shopify store signups with Google Sheets and Salesforce CRM. By following these steps, you can automate the process of capturing customer data and managing your marketing campaigns effectively. This integration helps streamline your workflow and enhances your customer management efforts.

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 5 Stars Reputation Contact from Facebook Lead Ads Using Pabbly Connect

Learn how to automate the creation of 5 Stars Reputation contacts from Facebook Lead Ads using Pabbly Connect in this detailed 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. Introduction to Pabbly Connect for Facebook Lead Ads

In this section, we will explore how to use Pabbly Connect to create 5 Stars Reputation contacts from Facebook Lead Ads. This automation is beneficial for real estate agencies looking to manage leads efficiently.

To begin, you must access Pabbly Connect. Visit the homepage and sign in using your existing account or sign up for a free account to explore the features. Once logged in, you can start creating workflows that connect Facebook Lead Ads with 5 Stars Reputation.


2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located on the dashboard. This will initiate the process of connecting your applications.

  • Name your workflow: ‘Create 5 Stars Reputation Contact from Facebook Lead Ads’.
  • Choose a folder to organize your workflow.
  • Click on the ‘Create’ button to finalize.

After creating the workflow, you will see two main components: Trigger and Action. The trigger will be set to Facebook Lead Ads, which will initiate the process whenever a new lead is generated.


3. Setting Up Facebook Lead Ads Trigger

In this section, we will configure the trigger for Facebook Lead Ads in Pabbly Connect. Select Facebook Lead Ads as your trigger application.

Next, choose the trigger event as ‘New Lead Instant’. This ensures that every time a new lead is captured, Pabbly Connect will respond instantly. You will then need to connect your Facebook account by clicking on ‘Add New Connection’ and authorizing access.

  • Select your Facebook page associated with your lead ads.
  • Choose the lead form you wish to use for capturing leads.
  • Click on ‘Save and Send Test Request’ to test the connection.

This setup allows you to automatically capture leads from your Facebook ads, streamlining the process of managing potential clients.


4. Connecting to Five Stars Reputation

Now, we will set up the action step in Pabbly Connect to connect with Five Stars Reputation. Select Five Stars Reputation as the action application.

Choose the action event as ‘Create Contacts’. This action will ensure that whenever a new lead is captured from Facebook, a corresponding contact is created in your Five Stars Reputation account.

Connect your Five Stars Reputation account by entering the API token. Map the fields such as name, email, and phone number from the lead data. Click ‘Save and Send Test Request’ to ensure the contact is created successfully.

With this setup, you can effectively manage customer relationships and enhance your online reputation by capturing leads directly into Five Stars Reputation.


5. Testing the Automation Workflow

After setting up the workflow, it’s crucial to test the automation to ensure everything is functioning as expected. In Pabbly Connect, generate a test lead using the Facebook Lead Ads testing tool.

Submit dummy data to simulate a new lead. This will help verify that the integration works seamlessly, creating a new contact in Five Stars Reputation based on the lead data.

Delete any previous test leads to avoid conflicts. Use the same lead form for consistency. Check your Five Stars Reputation account to confirm the new contact was created.

This testing phase is essential for ensuring that your automation is effective and that new leads are being captured correctly in your Five Stars Reputation account.


Conclusion

In this tutorial, we explored how to automate the creation of 5 Stars Reputation contacts from Facebook Lead Ads using Pabbly Connect. By following these steps, you can effectively manage leads and enhance your business’s online presence.

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 allows for seamless integration, ensuring that your leads are handled efficiently, ultimately driving growth and success for your real estate agency.

Integrating MySQL with Automation Using Pabbly Connect: A Comprehensive Guide

Learn how to integrate MySQL with Automation Using Pabbly Connect, capturing Facebook leads effortlessly. Step-by-step guide for real estate agencies. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below


1. Introduction to MySQL and Automation

MySQL is a powerful database management system that is essential for automating lead capture processes. In this tutorial, we will explore how to use Make to integrate MySQL with Facebook lead ads effectively. This integration allows real estate agencies to manage leads efficiently.

Automation simplifies the process of capturing leads from Facebook ads directly into MySQL. By setting up this automation, you can ensure that every lead generated is stored in a systematic format, making it easy to manage and access.


2. Setting Up Facebook Lead Ads

To begin the integration, the first step is to set up your Facebook lead ads. You need to create a lead generation form that collects the necessary information such as name, email, phone number, and property preference. This step is crucial for ensuring that the right data is captured.

  • Create a Facebook page for your real estate agency.
  • Set up a lead generation campaign.
  • Design a lead form that includes fields for name, email, phone number, and property preference.

Once your lead ads are set up, you can move on to integrating them with MySQL using Make. This integration will automate the process of transferring lead data directly into your database.


3. Connecting MySQL with Make

To connect MySQL with Make, first, you need to log in to your Pabbly Connect account. If you don’t have an account yet, you can sign up for free. After logging in, navigate to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ option and name it something relevant, like ‘Add Facebook Leads to MySQL Database’. After naming your workflow, you’ll need to select the trigger application, which in this case is Facebook lead ads.

  • Select the trigger event as ‘New Lead Instant’.
  • Connect your Facebook account to Make.
  • Choose the page and lead form you created earlier.

After setting up the trigger, you will need to test the connection to ensure everything is working properly. This is done by submitting a test lead through your Facebook lead form.


4. Testing the Integration

Once your Facebook lead ads are connected to Make, the next step is to test the integration. You will use the Meta for Developers tool to simulate a lead submission. This step is crucial to verify that the data flows correctly into MySQL.

In the Meta for Developers platform, select your page and the lead form, then submit a test lead. After submission, return to Pabbly Connect to see if the response is captured successfully. If the integration works, you will see the lead details displayed correctly.

Submit a test lead with valid details. Check for successful response in Pabbly Connect. Ensure all lead details are captured accurately.

Once confirmed, you can proceed to set up the action application, which is MySQL, to store the captured leads.


5. Inserting Leads into MySQL

After testing the integration, the final step is to configure MySQL as the action application in your workflow. Select the action event as ‘Insert Row’ to add the lead details into your MySQL database. using Pabbly Connect

You will need to connect to your MySQL database by entering the required details such as database username, password, host, and database name. Once the connection is established, select the table where you want to insert the lead data, typically named something like ‘Prime Property Leads’.

Map the lead details from the Facebook response to the corresponding fields in your MySQL table. Ensure all required fields are filled correctly. Click ‘Save and Send Test Request’ to verify the insertion.

If everything is set up correctly, the lead data will be inserted into your MySQL database, allowing for easy management and follow-up by your sales team.


Conclusion

Integrating MySQL with Automation Using Pabbly Connect streamlines the process of capturing Facebook leads efficiently. By following these steps, real estate agencies can automate lead management and improve their follow-up processes effectively.

Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.

If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.

Integrating Insta Mojo Payments with Google Sheets and ConvertKit using Pabbly Connect

Learn how to automate your Insta Mojo payments, Google Sheets tracking, and ConvertKit subscriptions using Pabbly Connect for seamless business management. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To begin integrating Insta Mojo payments, Google Sheets, and ConvertKit, you first need to access Pabbly Connect. This platform allows you to automate tasks without any coding skills. Start by visiting the Pabbly Connect website and sign in to your account.

If you are a new user, you can sign up for free and receive 100 tasks each month. Once logged in, navigate to the ‘All Apps’ window and select Pabbly Connect to access the dashboard where you can create workflows for automation.


2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automation. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for a workflow name and folder selection.

  • Name your workflow, for example, ‘Insta Mojo Payment to Google Sheets and ConvertKit’.
  • Select a folder to save this workflow, such as ‘Insta Mojo Automations’.
  • Click on ‘Create’ to establish the workflow.

Once your workflow is created, you will see two sections: Trigger and Action. The trigger is what starts the automation, while the action is the task performed in response. Select your trigger application as Insta Mojo V2 from the list.


3. Setting Up the Insta Mojo Trigger

Setting up the trigger in Pabbly Connect is crucial for capturing new sales. Choose ‘New Sale’ as the trigger event in the Insta Mojo V2 application. This allows Pabbly Connect to capture payment details as soon as a customer makes a purchase.

After selecting the trigger event, Pabbly Connect provides a webhook URL. Copy this URL as it will be used to connect Insta Mojo with Pabbly Connect. Open your Insta Mojo account, navigate to the settings of your smart page, and paste the webhook URL in the ‘Add Webhook’ section.

  • Enable the webhook by turning on the switch.
  • Select ‘Successful Payments’ to capture only successful transactions.
  • Click ‘Save and Update’ to confirm your settings.

Once the webhook is successfully added, return to your Pabbly Connect workflow. It will indicate that it is waiting for a webhook response, confirming that the setup is correct.


4. Capturing Payment Details in Google Sheets

Now that the trigger is set up, the next step is to capture payment details in Google Sheets. In Pabbly Connect, add a new action step and select Google Sheets as the action application. Choose ‘Add New Row’ as the action event to insert payment details into your spreadsheet.

Connect your Google Sheets account by clicking on ‘Connect’ and authorizing access. Once connected, select the spreadsheet where you want to record the payment details. Map the required fields such as payment ID, name, email, phone number, and address from the previous step’s response.

Select the spreadsheet named ‘Insta Mojo Payment Details’. Choose the sheet where the data will be added, usually ‘Sheet1’. Map the fields accordingly to ensure accurate data entry.

After mapping all the required fields, click on ‘Save and Send Test Request’ to verify that the data is correctly added to your Google Sheets.


5. Adding a Subscriber in ConvertKit

The final step in the integration process is to add the customer as a subscriber in ConvertKit. In Pabbly Connect, add another action step and choose ConvertKit as the action application. Select ‘Add Subscriber to Sequence’ as the action event to include the customer in your email list.

Connect your ConvertKit account by entering the API key and secret obtained from your ConvertKit settings. After connecting, select the sequence where you want to add the subscriber. Map the subscriber’s email, first name, and last name using the data captured from the previous steps.

Choose the sequence named ‘PHP for Programming’. Map the email and names from the payment details received. Click ‘Save and Send Test Request’ to finalize the subscriber addition.

Once you receive a positive response, check your ConvertKit account to confirm that the new subscriber is added successfully. This integration ensures that your customers receive timely updates and promotions, enhancing your engagement efforts.


Conclusion

In this tutorial, we explored how to integrate Insta Mojo payments with Google Sheets and ConvertKit using Pabbly Connect. By automating these processes, you can efficiently manage customer data and enhance your business operations. This seamless integration allows for better tracking of transactions and improved communication with your customers.

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

Integrating URL with MySQL Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to seamlessly integrate URL with MySQL Using Pabbly Connect. This tutorial provides detailed steps for connecting Vix Forms to your MySQL database. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week. with Pabbly Connect.

Watch Step By Step Video Tutorial Below


1. Integrating Vix Forms with MySQL

Integrating Vix Forms with MySQL is essential for managing customer data effectively. This integration allows for automatic data transfer from Vix Forms submissions directly into your MySQL database. using Pabbly Connect

By connecting Vix Forms to MySQL, you can streamline your data management processes. This ensures that all form submissions are securely stored and easily accessible for analysis.


2. Setting Up PAB for Automation

To set up the automation, you will need to use PAB. This software provides an intuitive platform for creating workflows without coding skills. First, visit the PAB website to sign up or log in.

  • Sign in to your PAB account or create a new account.
  • Click on the ‘Create Workflow’ button to start a new project.
  • Name your workflow to reflect its purpose, like ‘Vix Forms to MySQL’.

After naming your workflow, select the folder where you want to save it. This organizational step helps keep your projects tidy and easy to find later.


3. Configuring Your Workflow in PAB

In the workflow configuration, you will establish a trigger and an action. The trigger for this integration will be Vix Forms, specifically the event of a new form submission. This means every time a form is submitted, your SQL database will be updated automatically. using Pabbly Connect

To set the trigger, search for Vix Forms in the trigger application section. Once selected, choose the event type as ‘New Form Submission’. This setup is crucial as it initiates the workflow whenever there is a new submission.

  • Copy the generated webhook URL provided by PAB.
  • Go to your Vix Forms account and create a new automation.
  • Paste the webhook URL into the target URL field for the action.

After pasting the URL, activate the automation to ensure it starts capturing form submissions immediately. This connection is vital for seamless data flow.


4. Inserting Data into MySQL

With the workflow set, the next step is to configure how data from Vix Forms will be inserted into MySQL. In PAB, select MySQL as your action application and choose the action event as ‘Insert Rows’. This step is where your data will be directed into the database. using Pabbly Connect

Connect your MySQL database by entering the required credentials, including the database username and password. Ensure you choose the correct database and table where the data will be stored.

Select the appropriate table in your MySQL database. Map the fields from Vix Forms to the corresponding columns in MySQL. Test the connection to ensure data is being inserted correctly.

Once the mapping is complete, save your settings. This ensures that every new submission from Vix Forms will be automatically recorded in your MySQL database.


5. Testing the Integration

To verify that the integration works correctly, conduct a test by submitting a form through Vix Forms. Fill in the required fields and submit the form to trigger the workflow. using Pabbly Connect

After submission, check your MySQL database to see if the new entry appears. This confirmation indicates that the integration is functioning as intended, allowing for real-time data updates.

Refresh your MySQL database to view the newly added row. Ensure all fields from the form submission are accurately populated in the database.

This testing phase is crucial for ensuring that your integration between Vix Forms and MySQL via PAB is seamless and effective.


Conclusion

Integrating URL with MySQL using PAB is a straightforward process that enhances data management. By following the steps outlined, you can automate data entry from Vix Forms submissions into your MySQL database, improving efficiency and data accuracy.

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Integrating Thrive Cart with ConvertKit Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Thrive Cart with ConvertKit using Pabbly Connect to recover abandoned carts and create targeted email marketing campaigns. 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 start integrating Thrive Cart with ConvertKit, you will need to access Pabbly Connect. Open your browser and navigate to the Pabbly website. Here, you will find options to sign in or sign up for a free account.

If you are a new user, click on ‘Sign up for free’ to create an account. Existing users should click on ‘Sign in’ to access their dashboard. Once logged in, locate the Pabbly Connect application and click on ‘Access Now’ to proceed with the integration setup.


2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button, and you will be prompted to name your workflow. Enter a descriptive name such as ‘Recover Abandoned Carts with Thrive Cart and ConvertKit’.

Next, select the folder where you want to save this workflow. After naming it, click on ‘Create’ to open the workflow window. This window is crucial as it will allow you to set up triggers and actions.

  • Name your workflow appropriately for easy identification.
  • Select the folder for organizing your workflows.
  • Click on ‘Create’ to finalize the workflow setup.

Now that your workflow is created, you can set up the trigger for the abandoned cart event.


3. Setting Up the Trigger in Pabbly Connect

In this step, you will define the trigger for your workflow using Pabbly Connect. Select ‘Thrive Cart’ as your trigger application. This is essential to capture when a cart is abandoned.

For the trigger event, choose ‘Cart Abandon’. Click on ‘Connect’ to link your Thrive Cart account. If you have previously connected it, you can select the existing connection. Otherwise, click on ‘Add New Connection’ and enter the required API key obtained from your Thrive Cart account settings.

  • Select ‘Thrive Cart’ as the trigger application.
  • Choose ‘Cart Abandon’ as the trigger event.
  • Connect your Thrive Cart account using the API key.

After successfully connecting, you will need to select the product for which you want to set up this automation.


4. Testing the Integration in Pabbly Connect

Once the trigger is set, it’s time to test the integration using Pabbly Connect. You will need to perform a test submission in Thrive Cart. Open your Thrive Cart account and navigate to the course you wish to test.

Copy the URL for the checkout page and open it in a new tab. Fill in the required fields such as first name, last name, email, and address. After entering the details, abandon the cart by closing the page. This action will trigger the workflow in Pabbly Connect after a short wait.

Perform a test submission on your Thrive Cart checkout page. Fill in all necessary fields and abandon the cart. Wait for the webhook response to trigger in Pabbly Connect.

After a brief waiting period, check back in Pabbly Connect to see if the response is successfully captured.


5. Finalizing the Action in Pabbly Connect

Now that the trigger is working, it’s time to set the action in Pabbly Connect. For this, select ‘ConvertKit’ as your action application. You will then choose the action event as ‘Add Subscriber to Sequence’.

Click on ‘Connect’ and provide the necessary API key and secret from your ConvertKit account. After successfully connecting, select the sequence you want to add the subscriber to. Map the email and other relevant details from the trigger response to ensure the subscriber is created correctly.

Select ‘ConvertKit’ as the action application. Choose ‘Add Subscriber to Sequence’ as the action event. Map the email and details from the Thrive Cart trigger response.

Once everything is mapped correctly, save the action and check your ConvertKit account to confirm that the subscriber has been successfully added.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Thrive Cart with ConvertKit effectively. By following the steps outlined, you can automate the process of recovering abandoned carts and create targeted email marketing campaigns. This integration streamlines your workflow and enhances customer engagement.

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