Author: Rajpal Tomar

Learn how to integrate The Happening with Google, Google Drive, Dropbox, and more through a detailed step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Introduction to The Happening and Google Integration

The Happening is a powerful tool for automating tasks, especially when integrated with Google services. This integration allows users to streamline their workflows and manage tasks efficiently. By connecting The Happening with Google, you can automate various processes, significantly enhancing productivity. using Pabbly Connect

With this integration, you can link Google Drive, Dropbox, and other applications to The Happening, making it easier to manage files and tasks. This tutorial will guide you through the integration process step-by-step, ensuring you can set up your automation seamlessly.

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2. Setting Up Your Workflow with The Happening

To start integrating The Happening with Google, first log into your Pabbly Connect account. Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to begin setting up your automation. using Pabbly Connect

• Provide a name for your workflow.
• Select the appropriate folder to save your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating your workflow, you will see options for setting up triggers and actions. Choose the appropriate trigger that suits your automation needs, such as a new task in Asana or a new file in Google Drive.

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3. Connecting Asana and Google Drive with The Happening

In this section, we will connect Asana and Google Drive using The Happening. Start by selecting Asana as your trigger application. Then, choose the event that will trigger the workflow, such as ‘New Task Created’. This ensures that every time a new task is created in Asana, it will initiate the automation. using Pabbly Connect

Next, you will need to authorize the connection between Asana and The Happening. Click the ‘Connect’ button and follow the prompts to allow access. After successfully connecting, choose the specific project within Asana where tasks will be created.

• Select the project from the dropdown menu.
• Click ‘Save and Send Test Request’ to verify the connection.

Upon successful connection, you will be able to capture responses from Asana, including task details and project information. This data can then be utilized in subsequent actions within your workflow.

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4. Automating Tasks with Facebook and Slack Integration

Now, let’s automate tasks by integrating Facebook lead ads with The Happening and Asana. Start by selecting Facebook as your trigger application and the specific event that will initiate the workflow, such as ‘New Lead’. This integration allows you to automatically create tasks in Asana for each new lead generated from your Facebook ads. using Pabbly Connect

Once you have set up the trigger, connect Facebook to The Happening by authorizing access. After connecting, you can map the details of the lead from Facebook to create a task in Asana. This includes the lead’s name and contact information, ensuring that every lead is tracked efficiently.

Map the lead’s first and last name as the task name. Include additional details like email and phone number in the task description.

By completing this integration, you can ensure that each new lead is automatically added as a task in Asana, streamlining your follow-up process and enhancing team collaboration.

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5. Finalizing Your Automation and Testing

After setting up your integrations, it’s essential to test your workflows. This ensures that all connections between The Happening, Google Drive, Dropbox, and other applications function correctly. Run a test by creating a new task in Asana or generating a new lead from Facebook to see if the automation triggers as expected. using Pabbly Connect

If everything is set up correctly, you should see the new task appear in Asana with all the details mapped from Facebook or Google Drive. This confirms that your automation is working seamlessly, allowing you to focus on more critical tasks.

Remember, you can always revisit your workflows in The Happening to make adjustments or add more integrations as your needs evolve. Automation is a powerful tool to enhance productivity across various applications.

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Conclusion

Integrating The Happening with Google, Google Drive, and other applications like Dropbox and Facebook enhances your automation capabilities. By following this tutorial, you can streamline your workflows and improve productivity across your projects.

Learn how to automate the creation of Salesforce contacts from Form submissions using Pabbly Connect. A detailed tutorial with step-by-step instructions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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1. Introduction to Form and Salesforce CRM Integration

Form integration with Salesforce CRM is essential for managing contacts efficiently. In this tutorial, we will automate the process of creating Salesforce contacts from Form submissions.

Utilizing Pabbly Connect, we will connect Form and Salesforce, ensuring that every new subscriber is added as a contact in Salesforce CRM seamlessly. This automation saves time and enhances lead management.

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2. Setting Up Pabbly Connect for Form Integration

To begin the integration, we must first log in to Pabbly Connect. If you are a new user, sign up for a free account to explore its features.

Once logged in, follow these steps to set up the connection:

• Click on ‘Create Workflow’ to start a new automation.
• Name your workflow, such as ‘Create Salesforce Contact for Form Subscriber’.
• Select a folder for your workflow, like ‘Automations for Lead Management’.

After setting up the workflow, you will see two main windows: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result.

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3. Defining Trigger and Action in Pabbly Connect

The next step is to define the Trigger and Action for our integration. The Trigger will be a new subscriber created in Form, while the Action will be to create a contact in Salesforce CRM.

To set this up, select the Trigger application as Form and the Trigger event as ‘Subscriber Created’. This means that every time a new subscriber is added via the Form, it will trigger the workflow.

Now, configure the Action application as Salesforce and choose the Action event ‘Create Contact’. This step requires setting up a connection between Pabbly Connect and Salesforce, where you will grant permission for the integration.

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4. Mapping Data from Form to Salesforce

After establishing the connection, we need to map the data from the Form submission to Salesforce. This ensures that the correct information is transferred when a new subscriber is created. using Pabbly Connect

In the mapping process, you will input the following details:

• Last Name
• First Name
• Email Address
• Mobile Number

Each field must be mapped correctly to ensure that when a new subscriber fills out the Form, their details are automatically added as a contact in Salesforce CRM.

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5. Testing the Integration

After completing the mapping, it’s crucial to test the integration to confirm everything is functioning correctly. Submit a test Form with dummy details to see if the information appears in Salesforce. using Pabbly Connect

Check the Contacts section in Salesforce to verify that the new subscriber has been added successfully. You should see all the details you mapped, confirming the automation works as intended.

By following these steps, you can automate the process of adding new Form subscribers as contacts in Salesforce CRM, streamlining your lead management process and improving efficiency.

Conclusion

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

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In conclusion, integrating Form with Salesforce CRM using Pabbly Connect automates the creation of contacts from new subscribers. This process enhances lead management without the need for coding, making it accessible for everyone.

Learn how to automate WhatsApp messages to IndiaMART inquiries using Pabbly Connect. Follow this step-by-step guide to streamline your B2B communications. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating WhatsApp messages to IndiaMART inquiries, first, you need to access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. If you don’t have an account, you can sign up for free and get 100 tasks every month.

Once you’re logged in, you will see the Pabbly Connect dashboard. From there, select the option to create a new workflow. This is where you will set up the automation process between IndiaMART and WhatsApp. Click on the ‘Create Workflow’ button to proceed.

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2. Creating the Workflow in Pabbly Connect

In the workflow creation dialog, name your workflow something descriptive like ‘Send Automated WhatsApp Message to IndiaMART Inquiries’. This name will help you identify the workflow later. Next, choose a folder to save your workflow in, such as ‘IndiaMART Automations’. using Pabbly Connect

• Enter a descriptive name for the workflow.
• Select an appropriate folder for organization.
• Click on ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is what starts the automation, and the Action is what happens as a result. In this case, the Trigger will be set to IndiaMART, specifically for new leads.

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3. Setting Up the Trigger for IndiaMART

To set up the Trigger, select IndiaMART as the application and choose ‘New Lead’ as the event. Pabbly Connect will provide you with a unique webhook URL, which you will use to connect IndiaMART to Pabbly Connect. using Pabbly Connect

Copy the provided webhook URL and navigate to your IndiaMART account. In the Leads Manager section, select the option for API integration. You will need to input the webhook URL here to enable the connection.

• Open IndiaMART and go to Leads Manager.
• Select ‘Push API’ and enter the webhook URL.
• Save the settings to establish the connection.

Once the webhook URL is successfully added, you can test the connection by sending a test lead from IndiaMART to Pabbly Connect. This will confirm that the integration is working correctly.

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4. Setting Up the Action for WhatsApp Messaging

After confirming that the Trigger is set up correctly, it’s time to configure the Action step. For the Action application, select WhatsApp by AI Sensei. You will then choose the action event as ‘Send Template Message’. using Pabbly Connect

Before you can send messages, you need to connect your WhatsApp account by entering the API key. This key can be found in your WhatsApp by AI Sensei account under the API management section. Once connected, you can create a campaign to send messages to your leads.

Select WhatsApp by AI Sensei as the action application. Enter the API key to connect your account. Create a campaign for sending messages.

After setting up the campaign, map the necessary fields such as the lead’s phone number and name from the previous steps. This mapping ensures that every new lead receives a personalized message automatically.

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5. Testing and Verifying the Integration

Once everything is set up, it’s crucial to test the entire workflow. Click on the ‘Save and Send Test Request’ button to send a test message to ensure that the automation works as intended. Check your WhatsApp account for the message.

If the test is successful, you will see the message in your WhatsApp. It should read something like: ‘Thank you for your inquiry, [Lead’s Name]. We appreciate your interest in our offerings…’. This confirms that your integration between IndiaMART and WhatsApp through Pabbly Connect is working correctly.

In conclusion, by automating WhatsApp messages using Pabbly Connect, you can save time and improve customer engagement. This integration allows you to respond to inquiries promptly, enhancing your business’s operational efficiency.

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Conclusion

In this tutorial, we explored how to set up an automated WhatsApp messaging system for IndiaMART inquiries using Pabbly Connect. This integration streamlines your communication process, ensuring timely responses to potential customers.

Learn how to automate your lead management by integrating Indi M leads to Keep using Pabbly Connect. Follow this step-by-step guide for seamless automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Indi M leads to Keep, you first need to access Pabbly Connect. This platform enables seamless automation between various applications, including Indi M and Keep.

Begin by visiting the Pabbly Connect website. If you’re a new user, sign up for a free account that offers 100 free tasks each month. Existing users can simply log in to their accounts to access the dashboard.

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2. Creating a Workflow in Pabbly Connect

After signing into your Pabbly Connect account, you will see the dashboard. Click on the ‘Create Workflow’ button located at the top right corner. This initiates the process of setting up your automation.

• Enter a name for your workflow, such as ‘Add Indi M Leads to Keep as Contacts’.
• Select a folder for your workflow, like ‘Indi M Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

Your workflow is now created and consists of two main sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result of that trigger.

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3. Setting Up the Trigger with Indi M

In this step, you will set up the Trigger in Pabbly Connect. Select Indi M as your trigger application and choose the event ‘New Lead’. This ensures that whenever a new lead is generated, it will trigger the automation.

Pabbly Connect provides you with a unique webhook URL. Copy this URL, as you will need it to connect your Indi M account to Pabbly Connect. Open your Indi M account, navigate to the Lead Manager, and go to the Import/Export Leads section.

• Select the ‘Push API’ option.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied webhook URL and click ‘Save’.

After saving, you will be prompted to generate an OTP to activate the webhook. Enter the OTP to finalize the connection between Indi M and Pabbly Connect.

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4. Setting Up the Action to Create Contacts in Keep

Now, it’s time to set up the Action in your workflow. For the Action application, select Keep and choose the event ‘Create/Update Contact’. This action will automatically add new leads as contacts in your Keep account.

Click the ‘Connect’ button to authorize the connection between Pabbly Connect and Keep. A new window will appear asking for permission. Click ‘Allow’ to grant access.

Map the email of the lead from the previous step to the email field in Keep. Fill in the first name and mobile number fields with the corresponding data from the lead. Select ‘Indi M Leads’ as the lead source for better tracking.

Once all required fields are filled, click on ‘Save and Send Test Request’ to check if the contact is created successfully in Keep.

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5. Verifying the Integration Between Indi M and Keep

After setting up the Action step, it’s crucial to verify that the integration works as intended. Refresh your Keep account to check if the new contact has been created based on the lead generated from Indi M.

If everything is set up correctly, you will see the new contact listed in your Keep account. The contact details will include the lead’s name, email, and mobile number, indicating that Pabbly Connect has successfully automated the lead management process.

This integration not only saves time but also ensures that your sales team has immediate access to new leads, allowing for faster follow-ups and increased conversion rates.

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Conclusion

In this tutorial, we explored how to automate the integration of Indi M leads into Keep using Pabbly Connect. This process streamlines lead management, enhances response times, and ultimately boosts business growth. By following these steps, you can ensure that your sales team is always ready to engage with potential customers effectively.

Learn how to integrate URL with Campaign for Dental Services using Pabbly Connect to automate WhatsApp messaging for Google Ads leads. 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 URL and Campaign Integration

To start integrating URL with Campaign, we will use Pabbly Connect. First, open the Pabbly Connect landing page by visiting pabbly.com/connect. Here, you will see options to sign in or sign up for free. If you’re an existing user, click on ‘Sign In’ to access your account.

Once logged in, you will land on your dashboard. Click on the button that says ‘Create Workflow’ to begin setting up your automation. You will need to name your workflow and choose a folder to save it in. For this tutorial, name your workflow ‘Automating WhatsApp Messages for Google Ads Leads’ and click on the ‘Create’ button.

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2. Selecting Google Ads as the Trigger Application

The next step is to choose the trigger application, which will initiate the workflow. In this case, select Google Ads as your trigger application. This is crucial because we want to capture new lead form entries directly from our Google Ads campaigns. using Pabbly Connect

• Select ‘New Lead Form Entry’ as the trigger event.
• Copy the provided webhook URL for the next steps.

After copying the webhook URL, open your Google Ads account. Navigate to your campaign settings and find the lead forms section. You will need to paste the copied webhook URL into the lead delivery options to ensure the integration works seamlessly.

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3. Configuring Google Ads for Lead Capture

Now that you have the webhook URL, it’s time to configure your Google Ads account. Open your specific campaign and scroll down to the section labeled ‘Lead Forms.’ Click on the option to add lead forms, where you will fill out the necessary details like name, phone number, and email. using Pabbly Connect

In the lead delivery options, paste the webhook URL you copied earlier. After entering the details, click on ‘Send Test Data’ to verify the connection. If successful, you will see a confirmation message indicating that the test data has been sent.

Return to your Pabbly Connect workflow to check if the test data has been captured. You should see the lead information displayed in the workflow, confirming that the integration is functioning correctly.

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4. Sending WhatsApp Messages via Vati

With the trigger set up, the next step involves sending WhatsApp messages using Vati. Search for Vati in the action application section of Pabbly Connect and select it. For the action event, choose ‘Send Template Message.’ This action will allow you to send automated messages to the leads captured from Google Ads. using Pabbly Connect

• Connect your Vati account by entering the API endpoint and access token.
• Map the WhatsApp number from the previous response to ensure dynamic messaging.

After setting up the message template and mapping the necessary fields, click on ‘Save and Send Test Request’ to ensure the message is sent successfully. Check your WhatsApp to confirm that the message was received, indicating that the integration is complete.

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5. Finalizing the Integration and Getting Notifications

Finally, we will set up another action to notify your team via WhatsApp. Repeat the process of adding Vati as the action application and select the same ‘Send Template Message’ option. This time, you will enter your team’s WhatsApp number manually since it should remain static. using Pabbly Connect

Map all custom parameters required for the message template, ensuring that your team receives all relevant lead information. After configuring everything, click on ‘Save and Send Test Request’ to verify that the notification is sent correctly. Check your team’s WhatsApp for confirmation of the message.

With this configuration, every time a new lead is generated through your Google Ads campaign, both the lead and your team will receive automated WhatsApp messages, enhancing follow-up efficiency and improving conversion rates for your dental services.

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Conclusion

In this tutorial, we explored how to integrate URL with Campaign for Dental Services using Pabbly Connect. By automating WhatsApp messaging for Google Ads leads, you can improve engagement and streamline your follow-up process.

Learn how to integrate Facebook leads with Google Chat and SMS using Pabbly Connect. Step-by-step guide to automate notifications for your travel agency. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

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1. Accessing Pabbly Connect for Integration

To start integrating Facebook leads with Google Chat and SMS, first, access Pabbly Connect. This platform is essential for automating the workflow between various applications.

Begin by signing in to your Pabbly Connect account. If you’re a new user, you can sign up for free and utilize 100 tasks monthly. Once logged in, navigate to the dashboard where you can see all Pabbly applications.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is the next step. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

• Name your workflow, e.g., ‘Notify Team on Google Chat for New Facebook Leads and Send SMS’.
• Select a folder to save your workflow, such as ‘Facebook Lead Ads Automations’.

After naming and selecting the folder, click on the ‘Create’ button. This sets up your workflow, allowing you to define triggers and actions for your automation.

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3. Setting Up Trigger with Facebook Lead Ads

The first step in automating your workflow is to set up a trigger using Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application.

For the event, choose ‘New Lead Instant’. Click the ‘Connect’ button, and authorize your Facebook account. Make sure to log in to Facebook beforehand for a seamless connection.

• Select your Facebook page, e.g., ‘Luxury Stays’.
• Choose the lead form, e.g., ‘Marketing Form’.

After selecting the necessary fields, click on ‘Save and Send Test Request’ to ensure everything is connected properly. Generate a test lead to check if the connection works.

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4. Sending SMS via Twilio

Next, set up an action step in Pabbly Connect to send an SMS to the new lead using Twilio. Select Twilio as your action application and choose ‘Send SMS’ as the action event.

Click on the ‘Connect’ button, and enter your Twilio Account SID and Auth Token. These credentials are essential for the integration.

Compose the SMS body, e.g., ‘Hey [Lead Name], thank you for your interest in our services!’. Map the lead’s name and phone number from the previous step to personalize the message.

After filling in the SMS details, click on ‘Save and Send Test Request’ to verify that the SMS is sent successfully to the lead’s phone number.

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5. Notifying Team on Google Chat

The final step involves notifying your team via Google Chat using Pabbly Connect. Select Google Chat as the action application and choose ‘Create Message’ as the action event.

To set this up, you need the Google Chat webhook URL. Create a webhook in your Google Chat space and copy the URL provided.

Fill in the message details, e.g., ‘New Lead Alert: [Lead Name], [Email], [Phone Number], [City]’. Map the lead’s details from the previous step into the message.

Once everything is set, click on ‘Save and Send Test Request’ to confirm that your team receives the notification in Google Chat.

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Conclusion

This tutorial demonstrates how to integrate Facebook leads with Google Chat and SMS using Pabbly Connect. By following these steps, you can automate lead notifications and enhance your customer engagement effectively.

Learn how to integrate India M inquiries with Zoho CRM using Pabbly Connect for seamless automation. Follow our step-by-step tutorial for effective lead management. 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

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1. Accessing Pabbly Connect for Integration

To integrate India M inquiries with Zoho CRM, you need to start by accessing Pabbly Connect. Open your browser and search for Pabbly Connect to reach its landing page. Here, you can either sign in if you already have an account or sign up for free to get started.

After logging in, you will be directed to the dashboard. Here, click on the ‘Create Workflow’ button to initiate the process of setting up your integration. This is the first step in automating the addition of inquiries from India M into Zoho CRM.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects India M with Zoho CRM using Pabbly Connect. First, name your workflow appropriately, such as ‘Automatically Add India M Inquiries to Zoho CRM’. Select the folder where you want to save this workflow for easy access later.

• Name your workflow for clarity.
• Select the appropriate folder for organization.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger is what starts the workflow, and the Action is what happens as a result. You will now set up the Trigger to receive inquiries from India M.

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3. Setting Up Trigger for India M Inquiries

To set up the Trigger in Pabbly Connect, search for ‘India M’ in the Trigger application options. Select India M and choose the Trigger event as ‘New Leads’. This event will activate every time a new inquiry is received.

Next, you will need to connect India M with Pabbly Connect. Copy the provided webhook URL and log into your India M account. Navigate to the Lead Manager section and set up a Push API integration using this webhook URL. This connection allows inquiries from India M to be sent directly to Pabbly Connect.

• Log into your India M account.
• Go to Lead Manager and select Push API.
• Paste the webhook URL and save the integration.

Once the Trigger is set up, you can generate a test inquiry to ensure that the connection is working properly. This test will confirm that inquiries are being sent to Pabbly Connect as expected.

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4. Setting Up Action to Create Leads in Zoho CRM

After successfully setting up the Trigger, the next step is to configure the Action in Pabbly Connect. Search for ‘Zoho CRM’ in the Action application section and select it. Choose the action event as ‘Insert/Update Record’ to create a new lead in your Zoho CRM.

Connect your Zoho CRM account by providing the required domain and authorizing access. Make sure to select the ‘Leads’ module to ensure that inquiries are added as leads. You will now map the details from the India M inquiry to the respective fields in Zoho CRM.

Select ‘Insert/Update Record’ as the action event. Connect your Zoho CRM account and provide domain details. Map inquiry details from India M to Zoho CRM fields.

After mapping the fields, save the settings. This step ensures that every new inquiry from India M is automatically added to Zoho CRM as a lead, streamlining your lead management process.

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5. Testing the Integration and Finalizing

Once the action setup is complete, it’s time to test the integration using Pabbly Connect. Generate a test inquiry in your India M account to see if it reflects in Zoho CRM. This test will help verify that all details are transferred correctly.

Check your Zoho CRM for the new lead created from the test inquiry. Ensure all fields are populated accurately with the information from the inquiry. If everything looks good, your integration is successfully set up!

By using Pabbly Connect for this integration, you can automate the entire process of converting inquiries from India M into actionable leads in Zoho CRM, enhancing your sales efficiency.

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Conclusion

In this tutorial, we explored how to integrate India M inquiries with Zoho CRM using Pabbly Connect. This powerful integration automates lead management, ensuring that every inquiry is captured and processed efficiently. With Pabbly Connect, you can streamline your sales process and enhance your customer engagement.

Learn how to automate Razorpay payments using Pabbly Connect. This detailed tutorial covers every step for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect to Set Up Automation

To automate Razorpay payments, first, you need to access Pabbly Connect. Open your browser and type in the URL Pabbly.com/connect to reach the homepage. Here, you will find options to sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Existing users should click on ‘Sign In’ to log into their accounts. After signing in, navigate to the dashboard where you can create workflows to automate tasks.

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2. Creating a Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, you can create a new workflow for automating Razorpay. Click on the ‘Create Workflow’ option. You will be prompted to name your workflow; for example, name it ‘Automate Razorpay Payments’. using Pabbly Connect

• Select a folder to save your workflow.
• Choose a suitable name for easy identification.
• Click on ‘Create’ to proceed.

After the workflow is created, you will see two main sections: Trigger and Action. The trigger will initiate the workflow, while the action will execute the task based on that trigger.

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3. Setting Up Razorpay as Trigger in Pabbly Connect

To set up Razorpay as the trigger, select Razorpay from the list of applications in the trigger step. Next, choose the trigger event, such as ‘Payment Captured’. This event signifies that a payment has been successfully received.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. This URL needs to be copied and configured in your Razorpay account to establish a connection. To do this, go to your Razorpay dashboard, navigate to ‘Accounts and Settings’, and select ‘Webhooks’.

• Click on ‘Add New Webhook’.
• Paste the copied webhook URL into the designated field.
• Select the event ‘Payment Captured’ and click ‘Create Webhook’.

This setup allows Razorpay to communicate payment data back to Pabbly Connect whenever a payment is made, ensuring that your workflows are triggered accurately.

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4. Testing the Razorpay and Pabbly Connect Integration

After setting up the trigger, it’s essential to test the integration. Go back to your Razorpay dashboard and simulate a payment. This can be done by navigating to the payment pages and submitting a test payment.

Once the payment is processed, return to Pabbly Connect and check if the payment details have been captured in the response. You should see all relevant information such as the order ID, customer details, and payment method.

Ensure that the payment amount is accurate. Verify that all customer details are correctly reflected. Confirm that the payment status is marked as successful.

If everything is working correctly, the integration between Razorpay and Pabbly Connect is successfully established.

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5. Using Razorpay in Action Steps with Pabbly Connect

In this section, you will learn how to use Razorpay as an action step in Pabbly Connect. For instance, if you want to generate a payment link for donations, select Razorpay in the action step and choose ‘Create Payment Link’ as the action event.

To proceed, you will need to connect Razorpay by entering the API key and secret from your Razorpay account. After connecting, fill in the required fields such as amount, currency, and customer details. Ensure that the amount is formatted correctly to include two extra zeros, as Razorpay requires amounts in the smallest currency unit.

Map the donor’s details from the earlier response. Provide a description for the payment link. Set an expiry date for the payment link.

Once the payment link is generated, you can send it to the donor via email or WhatsApp using additional action steps in Pabbly Connect. This creates a seamless process for collecting payments and managing donations efficiently.

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Conclusion

In conclusion, using Pabbly Connect to automate Razorpay payments streamlines financial transactions. By following the steps outlined, you can effectively set up triggers and actions to enhance your payment processing workflow.

Learn how to integrate Facebook with Zoho Click using Pabbly Connect in this detailed tutorial. Automate your lead management effortlessly. 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

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1. Setting Up Pabbly Connect for Facebook Integration

To start integrating Facebook with Zoho Click, you first need to set up Pabbly Connect. This tool allows you to automate workflows without coding. Begin by signing into your Pabbly account. If you are a new user, click on ‘Sign Up for Free’ to create an account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find options to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for example, name it ‘Send Zoho Click Messages for Facebook’.

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2. Creating a Workflow Trigger for Facebook

In this section, we will set up the trigger for our workflow. The trigger will initiate the automation process when a new lead is generated through Facebook. Select ‘Facebook’ as your trigger application. using Pabbly Connect

• Choose the trigger event, which is typically ‘New Lead’.
• Connect your Facebook account by clicking on ‘Connect with Facebook’.
• Authorize Pabbly Connect to access your Facebook leads.

After successfully connecting, you can test the trigger to ensure it captures data from Facebook. This step is crucial for verifying that the integration works as expected. Once you confirm that the trigger is functioning correctly, you can proceed to the next step.

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3. Configuring Action in Zoho Click

After setting up the trigger, the next step is to configure the action in Zoho Click. Select ‘Zoho Click’ as your action application. This is where you will send the messages containing lead details. using Pabbly Connect

Choose the action event, such as ‘Send Channel Message’. You will need to connect your Zoho Click account by entering your domain name. For example, if your domain is ‘example.zohoclick.in’, paste it into the provided field.

• Map the fields from Facebook to Zoho Click, ensuring that first name, last name, email, and phone number are correctly aligned.
• Draft the message format, including placeholders for dynamic data from Facebook leads.

Once you have mapped the fields and drafted the message, save the action. This configuration will allow you to send messages to your team whenever a new lead is generated from Facebook.

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4. Testing the Facebook and Zoho Click Integration

To ensure everything is working correctly, it’s essential to test the integration. Start by submitting a test lead through your Facebook lead form. This will simulate a real lead generation scenario.

After submitting the test lead, go back to Pabbly Connect and check for the response. You should see the data captured from Facebook, including the first name, last name, email, and phone number. If the data appears correctly, proceed to check Zoho Click.

Open your Zoho Click account and navigate to the relevant channel. Verify that the message containing the lead details has been sent successfully.

If the message is received, congratulations! Your Facebook and Zoho Click integration via Pabbly Connect is now fully operational. If there are any issues, revisit the configuration steps to troubleshoot.

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5. Conclusion

In this tutorial, we explored how to integrate Facebook with Zoho Click using Pabbly Connect. By following these steps, you can automate your lead management efficiently. This integration helps streamline communication with your team, ensuring no lead is missed.

By utilizing Pabbly Connect, you can enhance your digital marketing efforts and make your lead management process more effective. Start leveraging this powerful integration today!

Learn how to automate lead management by integrating India M with V Tiger CRM using Pabbly Connect in this detailed tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the process, you need to access Pabbly Connect. Open a new tab in your browser and search for Pabbly Connect. This will direct you to the Pabbly Connect landing page.

On the landing page, you will see options to sign in or sign up. If you are new to Pabbly Connect, click on the ‘Sign Up for Free’ button. This process takes only two minutes, and you will receive 100 free tasks every month. If you already have an account, simply sign in.

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2. Creating a Workflow in Pabbly Connect

After signing in, you will be redirected to the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to initiate a new workflow. You will be prompted to name your workflow, so enter a suitable name like ‘Create India M Leads as V Tiger Contact’. using Pabbly Connect

• Click on the folder selection tab to choose where to save your workflow.
• Select the appropriate folder, for example, the ‘India M’ folder.
• After selecting the folder, click on the ‘Create’ button.

This action will take you to the workflow setup window, where you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result.

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3. Setting Up Trigger for India M Leads

To set up the Trigger, you need to search for your trigger application, which in this case is Pabbly Connect integrated with India M. Select India M from the list of applications.

Next, you will need to choose a Trigger Event. In this scenario, select ‘New Leads’ as your Trigger Event. This will notify Pabbly Connect whenever a new lead is generated from India M.

• Copy the Webhook URL provided by Pabbly Connect.
• Log into your India M account and navigate to the Lead Manager.
• Access the Import/Export Lead option and select Push API for integration.

By following these steps, you will create a connection between India M and Pabbly Connect, allowing for seamless data transfer.

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4. Action Setup with V Tiger CRM

After setting up the Trigger, you will now configure the Action by selecting V Tiger CRM as your action application in Pabbly Connect. Click on the action event dropdown and choose ‘Create Contact’. This step is crucial for adding new leads as contacts in your CRM.

To connect V Tiger CRM with Pabbly Connect, you will need to input your username, access key, and domain. To get your domain, log into V Tiger and navigate to the path URL, copying it without the protocol and trailing slash.

In V Tiger, go to the Admin icon and select Preferences to find your username and access key. Paste the username and access key into the corresponding fields in Pabbly Connect. Click on ‘Save’ to finalize the connection.

After saving, you can start mapping the lead details received from India M to create a new contact in V Tiger CRM.

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5. Mapping Lead Details to Create Contacts

With the connection established, the next step is to map the lead details from India M to create a new contact in V Tiger. In Pabbly Connect, you can retrieve data from the previous steps using a technique called mapping.

Begin by selecting the fields in V Tiger where you want to map the lead information. For example, map the first name, last name, email address, and mobile number of the lead. This ensures that every time a new lead comes in, the corresponding details are automatically filled in.

Select the contact type as ‘Lead’ in V Tiger. Map the necessary fields like name, email, and phone number to the corresponding lead data from India M. Once all fields are mapped, click on ‘Save and Send Test’ to verify the setup.

If the mapping is successful, you will receive a positive response indicating that a new contact has been created in V Tiger CRM. This automation allows for efficient lead management without manual intervention.

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Conclusion

Using Pabbly Connect to integrate India M with V Tiger CRM simplifies lead management by automating the process of creating contacts from new leads. This setup enhances efficiency and ensures that no leads are missed, allowing your sales team to focus on follow-ups effectively.