Author: Rajpal Tomar

Learn how to automate Active Campaign using Pabbly Connect. This detailed guide covers each step for seamless integration with Google Sheets and Facebook. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To automate Active Campaign using Pabbly Connect, you first need to access the platform. Open your browser and type ‘Pabbly.com/connect’ to reach the homepage. Here, you will find options to sign in or sign up for free.

If you’re a new user, click on the ‘Sign up for free’ button, which will only take a couple of minutes. After signing up, you will receive 100 free tasks every month to explore Pabbly Connect and test various automations.

---

2. Creating a Workflow for Active Campaign

Once you sign in to Pabbly Connect, you will see the dashboard. To create a new workflow, click on the ‘Create Workflow’ option. A dialog box appears, prompting you to name your workflow. Enter a name like ‘Automate Active Campaign using Pabbly Connect’ and select a folder for organization.

• Click on ‘Create’ to proceed.
• You will see two main sections: Trigger and Action.
• Triggers determine when your automation starts, while Actions define what happens next.

For this workflow, select Active Campaign as the trigger application and choose the event ‘Contact Added’. This means every time a new contact is added in Active Campaign, Pabbly Connect will capture this data for further processing.

---

3. Setting Up Active Campaign as Trigger

To set up Active Campaign as a trigger in Pabbly Connect, click on the ‘Connect’ button. You will need your Active Campaign API key and URL. These can be found in your Active Campaign account under the settings tab, specifically in the Developer section.

Copy the API key and URL, ensuring to remove ‘https://’ from the URL before pasting it into Pabbly Connect. After entering these details, click on ‘Save’. This establishes the connection between Active Campaign and Pabbly Connect.

---

4. Linking Google Sheets as Action

Now that you have set Active Campaign as a trigger, the next step is to link Google Sheets as the action application. This means every time a contact is added, their details will be recorded in a Google Sheet.

• Select Google Sheets as your action application.
• Choose the action event as ‘Create Spreadsheet Row’.
• Connect your Google account to allow Pabbly Connect to access your sheets.

Once connected, map the fields from Active Campaign to your Google Sheet. This way, every new contact will automatically populate the designated fields in your sheet, ensuring that your data remains organized and up-to-date.

---

5. Integrating Facebook Lead Ads with Active Campaign

In this section, you will learn how to integrate Facebook Lead Ads with Active Campaign using Pabbly Connect. Start by selecting Facebook Lead Ads as the trigger application. This setup allows you to capture leads generated from your Facebook ads and send them directly to Active Campaign.

After selecting Facebook Lead Ads, choose the event ‘New Lead’. Connect your Facebook account and select the lead form you want to use. Once set up, every time a new lead fills out the form, Pabbly Connect will automatically send this information to Active Campaign, creating a new contact.

---

Conclusion

In this tutorial, we explored how to automate Active Campaign using Pabbly Connect. By integrating Active Campaign with Google Sheets and Facebook Lead Ads, you can streamline your marketing processes and enhance customer interactions efficiently. Automating these tasks not only saves time but also reduces operational costs, allowing you to focus on growing your business.

Learn how to automate notifications for new Google Ads leads by integrating Google Chat and SMS using Pabbly Connect. Step-by-step guide included. 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

---

1. Accessing Pabbly Connect for Integration

To begin integrating Google Chat and SMS for new Google Ads leads, first access Pabbly Connect. You can do this by visiting the Pabbly Connect website directly in your browser. Once there, sign in to your existing account or create a new one to start using the platform.

After signing in, you will see the Pabbly Connect dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This workflow will enable you to set up the automation between Google Ads, SMS, and Google Chat.

---

2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect to manage notifications for Google Ads leads. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Notify Team on Google Chat for New Google Ads Leads and Send SMS’. Select a folder to save it in.

• Click on ‘Create’ to proceed.
• This will display two boxes: one for the trigger and one for the action.
• Select Google Ads as the trigger application.

After selecting Google Ads, choose the trigger event as ‘New Lead Form Entry’. This means that every time a new lead is generated from Google Ads, the workflow will trigger the actions you set up next.

---

3. Connecting Google Ads with Pabbly Connect

To connect Google Ads with Pabbly Connect, you will need a webhook URL. This URL acts as a bridge between Google Ads and Pabbly Connect. Copy the webhook URL provided in the trigger step and paste it into the Google Ads lead delivery options.

In your Google Ads account, navigate to the lead delivery section and paste the webhook URL. Enter a random key (like 1234) and click on ‘Send Test Data’. This step is crucial for testing the connection between Google Ads and Pabbly Connect.

• Go back to Pabbly Connect to check if the webhook response has been received.
• Ensure that the test data appears in Pabbly Connect to confirm the connection is successful.

Once you see the test data response in Pabbly Connect, you know that Google Ads is successfully connected to the platform.

---

4. Sending SMS Notifications Using Pabbly Connect

Next, we will set up SMS notifications for the leads using Pabbly Connect. Select Twilio as your action application and choose the action event as ‘Send SMS’. If you don’t have an existing connection, click on ‘Add New Connection’ and enter your Twilio Account SID and Auth Token.

Draft the SMS body to include a personalized message for the leads. Use mapping to dynamically insert the lead’s first and last name into the SMS message. Enter your Twilio phone number as the sender and map the recipient’s phone number from the Google Ads response.

Click on ‘Save and Send Test Request’ to send a test SMS. Check your phone to confirm that the SMS has been received successfully.

Upon successful testing, you will have automated SMS notifications set up for new Google Ads leads using Pabbly Connect.

---

5. Notifying the Team on Google Chat

Finally, we will notify your team about the new leads on Google Chat using Pabbly Connect. Select Google Chat as the next action application and choose the action event as ‘Create Message’. You will need to enter the chat webhook URL obtained from your Google Chat space settings.

Draft a message to send to your team, including the lead’s details such as their first name, last name, phone number, email address, and city. Use mapping to ensure that the message is dynamic and updates with each new lead.

Click on ‘Save and Send Test Request’ to send the message to Google Chat. Verify that the message appears in your Google Chat space.

With this setup, your team will receive instant notifications for every new lead generated from Google Ads, effectively streamlining your communication process.

---

Conclusion

In this tutorial, we explored how to automate notifications for new Google Ads leads by integrating Google Chat and SMS using Pabbly Connect. This powerful integration enhances communication and ensures timely follow-ups with leads.

Learn how to integrate WhatsApp with URL Using Pabbly Connect for seamless session bookings and confirmations with this detailed tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

---

Integrating WhatsApp with URL Using Pabbly Connect

The integration of WhatsApp with URL is essential for automating session bookings. This process enables businesses to send confirmation messages automatically when a client books a session. Using AI Sensei with WhatsApp, you can enhance customer communication effectively.

To set up this integration, you will utilize the automation software called Make. This tool connects various applications, streamlining operations like sending notifications and updating customer information. With Make, you can ensure that your business runs smoothly and efficiently.

---

Setting Up Make for WhatsApp Integration

To begin, you need to sign in or create an account on Make. Once logged in, navigate to the dashboard where you can create your workflow. Click on the ‘Create Workflow’ button to start the integration process.

In the workflow creation dialog, name your workflow something like ‘Send WhatsApp Message for Session Booking’. You can choose a folder to organize your workflows. Here are the steps to follow:

• Click on ‘Create’ to set up your workflow.
• Select your trigger application, which is Sessions.
• Choose the trigger event as ‘Booking Created’.

After setting this up, Make will generate a webhook URL. This URL is crucial for connecting your Sessions account with Make.

---

Connecting Sessions to Make

In your Sessions account, go to your profile and select ‘Workspace Settings’. Under the settings, find the ‘Webhooks’ section. Here, you will add the webhook URL generated by Make to connect the two applications.

Click on ‘Add Webhook’ and paste the webhook URL into the provided field. Ensure that you select ‘Booking Created’ as the trigger event and set the permission to personal. After filling in the required data, click on the ‘Confirm’ button to complete the setup.

Once the webhook is added, Make will be waiting for a response. To test this, you need to create a test booking on your Sessions account. This will allow Make to capture the response and ensure the connection is successful.

---

Sending WhatsApp Messages via AI Sensei

Now that your Sessions account is connected to Make, the next step is to send WhatsApp messages using AI Sensei. In the action step of your workflow, select WhatsApp as the action application.

Choose the action event as ‘Send Template Message’. This will allow you to send a pre-defined message to your clients. To connect WhatsApp to Make, click on ‘Add New Connection’ and enter your API key from your AI Sensei account.

• Navigate to your AI Sensei account and generate an API key.
• Copy the API key and paste it into Make.
• Enter the campaign name that you created in AI Sensei.

After entering the required details, map your lead’s phone number and name from the previous response to personalize the message. This dynamic mapping ensures that each client receives a tailored confirmation message.

---

Testing Your Integration

To ensure everything is working correctly, create another test booking in your Sessions account. Once you complete the booking, check your WhatsApp to verify that the confirmation message has been sent successfully.

If the setup is correct, you should receive a message that includes your name and confirms the booking. This process not only automates communication but also enhances customer satisfaction by providing timely updates.

In summary, integrating WhatsApp with URL Using Pabbly Connect allows businesses to streamline their booking process. By setting up triggers and actions, you can ensure that every client receives a prompt confirmation, enhancing their experience with your services.

---

Conclusion

This tutorial has detailed the steps to integrate WhatsApp with URL Using Pabbly Connect, focusing on enhancing your booking process. By automating confirmations through AI Sensei, you can improve customer communication and efficiency. Start implementing this integration today to streamline your operations.

Learn how to automate WhatsApp messaging for new LinkedIn leads using Pabbly Connect. This detailed tutorial covers every step 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

---

1. Accessing Pabbly Connect for Integration

To begin integrating WhatsApp with LinkedIn leads, first access Pabbly Connect. This platform allows you to connect various applications seamlessly. Visit the Pabbly Connect website and log in with your credentials or sign up if you are a new user.

Once logged in, you will see the dashboard where you can create a new workflow. Pabbly Connect provides a user-friendly interface to streamline automation tasks. Here’s how to get started:

• Visit the Pabbly Connect homepage.
• Click on the ‘Sign In’ button if you already have an account.
• If new, select ‘Sign Up Free’ to create an account.

After signing in, you will be directed to the main dashboard where you can create your automation workflows using Pabbly Connect.

---

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, the next step is to create a new workflow for integrating WhatsApp with LinkedIn leads. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This will open a dialog box where you can name your workflow.

For this integration, name your workflow something descriptive, like ‘Send and Get WhatsApp Message for New LinkedIn Leads via Wati’. You can also choose a folder for better organization. After naming your workflow, click on the ‘Create’ button to proceed. This sets up the trigger and action steps needed for your automation.

• Click on ‘Create Workflow’ in the dashboard.
• Name your workflow appropriately.
• Select a folder for organization.

Once the workflow is created, you can start defining the trigger event that will initiate the automation process using Pabbly Connect.

---

3. Setting Up the Trigger with LinkedIn Leads

The next step in using Pabbly Connect is to set up the trigger. Select LinkedIn Lead Forms as your trigger application. This allows you to capture new leads generated through LinkedIn ads. Choose the trigger event as ‘New Lead in Form Response’ to ensure that every time a new lead is submitted, it will trigger the workflow.

To connect your LinkedIn account, click on ‘Connect’ and follow the prompts to log in. Make sure you are logged into your LinkedIn account to simplify the connection process. After successfully connecting, select the specific lead form you want to track for new leads.

Select LinkedIn Lead Forms as your trigger application. Choose ‘New Lead in Form Response’ as the trigger event. Connect your LinkedIn account by logging in.

Once the connection is established, you can test the trigger to ensure it captures the lead details correctly. This is a crucial step in ensuring that your automation via Pabbly Connect works seamlessly.

---

4. Setting Up the Action with Wati for WhatsApp Messaging

The action step in your workflow involves using Wati to send WhatsApp messages. Select Wati as your action application and choose the action event as ‘Send Template Message’. This ensures that when a new lead is captured, a personalized message is sent to them automatically.

To establish a connection with your Wati account, click on ‘Connect’. You will need to provide your API endpoint and access token from your Wati account. After entering the required details, save the connection. Next, map the lead’s phone number and select the appropriate message template for the WhatsApp message.

Select Wati as your action application. Choose ‘Send Template Message’ as the action event. Connect your Wati account by entering the API endpoint and access token.

After mapping the phone number and selecting the message template, test this action to confirm that the message is sent successfully. This completes the setup for sending WhatsApp messages using Pabbly Connect.

---

5. Finalizing Integration and Testing the Setup

With the trigger and action steps set up, it’s time to finalize the integration. You can add additional actions if needed, such as sending a new lead alert to yourself. Use Wati again for this step, selecting a different template for the alert message.

Once all actions are configured, perform a test run to ensure everything functions as expected. Check your WhatsApp to see if the messages are received correctly. This final test will confirm that your integration between LinkedIn and WhatsApp via Pabbly Connect is successful.

Add any additional actions as needed. Run a test to ensure messages are sent correctly. Check your WhatsApp for received messages.

This comprehensive setup allows you to automate your lead communication effectively using Pabbly Connect. By following these steps, you can ensure that new leads are contacted promptly and efficiently.

---

Conclusion

In this tutorial, we explored how to integrate WhatsApp with LinkedIn leads using Pabbly Connect. By setting up automated messaging, businesses can streamline their communication with new leads, ensuring timely responses and better engagement.

Learn how to automate adding Facebook leads to Simol contacts using Pabbly Connect. This step-by-step guide simplifies your lead management process. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

Accessing Pabbly Connect for Integration

To start using Pabbly Connect, you first need to access the platform. Simply go to the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and enjoy 100 tasks each month.

Once logged in, you will see the dashboard displaying all Pabbly applications. Click on Pabbly Connect to proceed. This is the central hub for creating automations like integrating Facebook leads with Simol.

---

Creating a Workflow in Pabbly Connect

Now that you are in Pabbly Connect, the next step is to create a workflow. 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.

For the workflow name, enter ‘Add Facebook Lead Ads to Simol as Contact’. Then, select the appropriate folder where you want to save this workflow. After naming your workflow and selecting the folder, click on the ‘Create’ button to proceed. This sets the foundation for your automation.

---

Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action using Pabbly Connect. Start by selecting ‘Facebook Lead Ads’ as the trigger application. The trigger event should be set to ‘New Lead’. Click the ‘Connect’ button to link Pabbly Connect with your Facebook account.

• Authorize Facebook Lead Ads by logging into your account.
• Select your Facebook page and lead form for the leads you want to capture.
• Click ‘Save and Send Test Request’ to confirm the connection.

Once the connection is established, you can generate a test lead using Facebook’s Lead Ad Testing Tool. This helps verify that Pabbly Connect captures the lead information correctly.

---

Adding Contact in Simol via Pabbly Connect

After setting up the trigger, it’s time to configure the action step to add the lead as a contact in Simol. Select ‘Simol’ as the action application and choose ‘Create/Update Contact’ as the action event. Click the ‘Connect’ button to link Pabbly Connect with your Simol account.

To connect, you’ll need your Simol API token and domain. Access these from your Simol account settings, copy them, and paste them into Pabbly Connect. After connecting, map the fields from the Facebook lead data to the appropriate Simol fields.

• Map the first name, last name, email, and phone number from the lead data.
• Click ‘Save and Send Test Request’ to ensure the contact is added successfully.

Once the test is completed, check your Simol account to confirm that the new contact has been created. This automation allows you to efficiently manage leads generated from Facebook ads.

---

Conclusion

In this tutorial, we explored how to integrate Facebook leads into Simol using Pabbly Connect. By automating this process, you can efficiently manage potential customers and enhance your marketing efforts.

Learn how to integrate Growth Book with Pabbly Connect step-by-step to optimize your web applications and improve user experience. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Growth Book Integration

To integrate Growth Book with Pabbly Connect, start by accessing your Pabbly Connect account. This platform serves as the central hub for automating tasks and connecting various applications seamlessly. using Pabbly Connect

Once logged in, create a new workflow specifically for integrating Growth Book. This will allow you to set up triggers and actions that respond to events in Growth Book, enhancing your automation capabilities.

---

2. Trigger Setup in Pabbly Connect for Growth Book

The next step involves setting up the trigger within Pabbly Connect. For this integration, select Growth Book as your trigger application. This is essential as it defines when the automation process will start.

• Choose ‘Feature Created’ as the trigger event.
• Pabbly Connect will provide you with a unique webhook URL.
• Copy this URL to connect it with Growth Book.

After copying the webhook URL, navigate to your Growth Book account. Here, access the settings and select the webhooks option to create a new event webhook. This step is crucial for establishing the connection between Growth Book and Pabbly Connect.

---

3. Configuring the Webhook in Growth Book

In your Growth Book account, click on the settings button and navigate to the webhooks section. This is where you will configure the webhook to communicate with Pabbly Connect.

Click on ‘Create an Event Webhook’ and fill in the required fields:

• Select ‘Raw’ as the payload type.
• Name your webhook (e.g., ‘Test’).
• Set the method to ‘POST’ and paste the copied URL as the endpoint.

Finally, select ‘Feature Created’ as the event type. This ensures that the webhook is triggered whenever a new feature is created in Growth Book, allowing Pabbly Connect to capture the relevant data.

---

4. Testing the Integration Between Growth Book and Pabbly Connect

Now that you have configured the webhook, it’s time to test the integration. Go back to your Growth Book account and create a new feature. This step is crucial to verify that the connection between Growth Book and Pabbly Connect is functioning correctly.

After creating the feature, return to your Pabbly Connect workflow. You should see that the response for the newly created feature has been captured. This confirms that Pabbly Connect is successfully receiving data from Growth Book.

---

Conclusion

In this tutorial, we demonstrated how to integrate Growth Book with Pabbly Connect effectively. By following these precise steps, you can automate your processes and enhance user experience through seamless integration. Using Pabbly Connect as the central platform, you can optimize your web applications efficiently.

Learn how to use Pabbly Connect to automate WhatsApp messages for Razorpay payments. Step-by-step guide 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

---

1. Access Pabbly Connect for Integration

To start using Pabbly Connect, simply visit the official website and log in to your account. If you’re new, you can sign up for free and enjoy 100 tasks monthly. After logging in, click on ‘Access Now’ for Pabbly Connect.

Once you’re in, click on the ‘Create Workflow’ button. Name your workflow based on your requirements, such as ‘Send WhatsApp Message on Razorpay Payment’. This naming will help you identify the workflow later.

---

2. Setting Up the Trigger for Razorpay Payments

The first step in your workflow is to set up a trigger using Pabbly Connect. Select Razorpay as the trigger application and choose ‘Payment Captured’ as the trigger event. This setup ensures that the workflow activates upon receiving a new payment.

• Select Razorpay as the trigger application.
• Choose the trigger event ‘Payment Captured’.
• Copy the provided webhook URL for later use.

After copying the webhook URL, log into your Razorpay account. Navigate to the Developers section and select Webhooks. Here, create a new webhook by pasting the copied URL and selecting ‘Payment Captured’ as the active event. Save the webhook to establish a connection between Razorpay and Pabbly Connect.

---

3. Testing the Webhook Connection

To ensure that the webhook connection is successful, perform a test payment. Open your Razorpay payment page and select a course to purchase. Fill in the required details and complete the payment process.

Once the payment is successful, return to Pabbly Connect and check if the webhook has captured the response. You should see the payment details, including the customer’s information, confirming that the connection is working.

---

4. Adding a Filter to the Workflow

Next, add a filter condition in your workflow using Pabbly Connect. This filter will ensure that the automation runs only for specific courses. Search for the filter option and set it to check the payment amount.

• Select the filter to check the payment amount.
• Set the condition to ‘equals’ and input the course price.
• Save the filter to proceed with the workflow.

With the filter set, only payments that meet the specified criteria will trigger the next actions in Pabbly Connect. This targeted approach helps streamline your automation process.

---

5. Creating a ConvertKit Subscriber and Sending WhatsApp Message

Now, you will create a new subscriber in ConvertKit using Pabbly Connect. Select ConvertKit as the action application and choose ‘Add Subscriber’ as the action event. Connect your ConvertKit account by providing the API key and secret.

Map the subscriber’s details from the Razorpay payment response to ensure that the correct information is captured. After saving this action, proceed to set up another action to send a WhatsApp message using Vati.

Select Vati as the action application for sending WhatsApp messages. Choose ‘Send Template Message’ as the action event. Map the customer’s phone number and customize the message template.

After configuring the WhatsApp message, test the entire workflow to ensure that a subscriber is created in ConvertKit and that the WhatsApp message is sent successfully. This integration allows you to automate your customer engagement effectively.

---

Conclusion

Using Pabbly Connect to integrate WhatsApp with Razorpay payments streamlines your customer engagement process. With this setup, you can automatically create subscribers and send personalized messages, enhancing your customer experience.

Learn how to integrate Razorpay with Pipe Drive and Google Chat using Pabbly Connect in this step-by-step tutorial. Enhance your appointment management today! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To begin using Pabbly Connect, first, open the landing page by searching for Pabbly.com/sl/connect in your browser. This platform serves as the central hub for integrating various applications seamlessly.

Once on the site, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to receive 100 tasks free every month. Existing users can simply click on ‘Sign In’ to access their accounts.

---

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to your dashboard and click on the ‘Create Workflow’ button. Here, name your workflow as ‘Create Pipe Drive Person on Razorpay Payment and Notify Team on Google Chat’ and select the folder to save it in.

• Click on ‘Create’ to open the workflow window.
• Select Razorpay as the trigger application.
• Choose ‘Payment Captured’ as the trigger event.

Once the trigger is set, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting Razorpay with your workflow. Copy this URL to use it in your Razorpay account.

---

3. Setting Up Webhook in Razorpay

Log into your Razorpay account and navigate to the ‘Developers’ section on the left sidebar. Select ‘Webhooks’ and click on ‘Add New Webhook’. Paste the webhook URL you copied from Pabbly Connect into the designated field.

• Leave the secret field blank as it is optional.
• Set the active event to ‘Payment Captured’.
• Click on ‘Create Webhook’ to finalize the setup.

Once the webhook is created, Pabbly Connect will be ready to capture payment data from Razorpay. Ensure to complete a test payment to verify that the webhook is functioning correctly.

---

4. Filtering Payments in Pabbly Connect

After testing the payment, return to your Pabbly Connect workflow. To ensure the automation only triggers for specific payment pages, you need to add a filter condition. This step is crucial for managing your appointments effectively.

Select ‘Filter’ as the action application and set the filter condition based on the payment amount. For example, if your consultation fee is 300, set the filter to check if the amount equals 300.

Once the filter is configured, click on ‘Save and Send Test Request’. If the condition is true, the workflow will continue to the next action. This ensures that only relevant payments will trigger the creation of a new person in Pipe Drive.

---

5. Creating a Person in Pipe Drive and Notifying Google Chat

Next, select Pipe Drive as the action application and choose ‘Create Person’ as the action event. Connect your Pipe Drive account by providing the API token obtained from your Pipe Drive settings. using Pabbly Connect

Map the fields from the Razorpay payment response to the Pipe Drive fields. For instance, map the first name and last name from the payment details to create a new contact.

Map the email and phone number accordingly. Click on ‘Save and Send Test Request’ to create the person.

Finally, add Google Chat as another action application to send a notification about the new appointment. Create a message including all relevant details and map the necessary fields. Once completed, your team will receive real-time notifications in Google Chat, ensuring they are prepared for new appointments.

---

Conclusion

Integrating Razorpay with Pipe Drive and Google Chat using Pabbly Connect streamlines appointment management, ensuring your team is always informed. This automation enhances operational efficiency and improves patient care in your clinic.

Learn how to automate adding Indiamart leads to Zoho CRM using Pabbly Connect in this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To start automating the process of adding Indiamart leads to Zoho CRM, first access Pabbly Connect. Open your browser and type in the URL for Pabbly Connect to reach the homepage. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to create an account. After signing up, you will receive 100 free tasks monthly to explore the capabilities of Pabbly Connect. Existing users can simply log in by clicking on ‘Sign in’ to access their dashboard.

---

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ option to begin setting up the automation. You will be prompted to name your workflow, so enter a descriptive name like ‘Add Indiamart Leads to Zoho CRM’.

Next, select the appropriate folder for this workflow. For instance, you might choose ‘Automations for Lead Management’. After naming and selecting a folder, click on ‘Create’ to proceed.

• Name your workflow clearly for easy identification.
• Select a relevant folder to keep your workflows organized.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result. For this integration, the trigger will be Indiamart, and the action will be Zoho CRM.

---

3. Setting Up the Trigger with Indiamart

To set the trigger for your workflow, select Indiamart as the trigger application in Pabbly Connect. Then, choose the trigger event, which in this case is ‘New Leads’. This means that whenever a new lead is generated in Indiamart, it will trigger the workflow.

Copy the provided webhook URL from Pabbly Connect. You will need to paste this URL into your Indiamart account to establish the connection. Log into your Indiamart account, navigate to the Lead Manager section, and select the ‘Push API’ option to set up the webhook integration.

• Log into your Indiamart account and go to Lead Manager.
• Select ‘Push API’ to set up the webhook integration.
• Paste the webhook URL from Pabbly Connect into the required field.

After setting up the webhook, test the connection by generating a test lead in Indiamart. This will confirm that the trigger is functioning correctly and that Pabbly Connect is receiving the lead data.

---

4. Configuring the Action with Zoho CRM

With the trigger set, the next step is to configure the action in Pabbly Connect. Select Zoho CRM as the action application and choose ‘Create Contact’ as the action event. This means that whenever a new lead is generated, a contact will be created in your Zoho CRM.

To establish the connection between Pabbly Connect and Zoho CRM, you will need to log into your Zoho account. Click on ‘Connect’ and provide the domain from your Zoho account URL. Once connected, you will need to map the data fields from the Indiamart lead response to the corresponding fields in Zoho CRM.

Select ‘Create Contact’ as the action event in Zoho CRM. Log into your Zoho account to establish the connection. Map the lead data from Indiamart to the contact fields in Zoho.

After mapping the fields, save the configuration and send a test request to ensure the contact is created successfully in Zoho. This will verify that the integration is working as intended through Pabbly Connect.

---

5. Conclusion: Automating Lead Management with Pabbly Connect

In this tutorial, we have successfully automated the process of adding Indiamart leads to Zoho CRM using Pabbly Connect. By setting up a trigger with Indiamart and an action with Zoho, you can streamline your lead management process without any coding skills.

This integration ensures that every new lead generated in Indiamart is automatically added as a contact in Zoho CRM, allowing for efficient management of your leads. With Pabbly Connect, you can easily automate various workflows and improve your business processes.

By following these steps, you can enhance your CRM capabilities and ensure timely follow-ups with your leads. Start using Pabbly Connect today to transform how you manage your leads!

Learn how to integrate Simply with URL and Salesforce CRM Using Pabbly Connect to automate your lead management process effectively. 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. Understanding the Integration of Simply with URL and Salesforce CRM

Integrating Simply with URL and Salesforce CRM is essential for managing leads effectively. This process allows businesses to automatically add leads from Simply into Salesforce for better customer relationship management. using Pabbly Connect

In this tutorial, we will explore how to set up this integration Using Pabbly Connect. The integration will streamline the process of managing leads from the B2B Online Marketplace, Simply, into Salesforce CRM.

---

2. Setting Up Your Simply and URL Integration with Make

To start, you need to access Make by typing the URL into your browser. Once on the homepage, you will see 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 an account. using Pabbly Connect

• Sign in as an existing user or create a new account.
• Once logged in, navigate to the All Apps section.
• Select Make to access the dashboard.

On the dashboard, click on the ‘Create Workflow’ option. Name your workflow, such as ‘Add Simply Leads to Salesforce as Contacts’, and select a folder for organization. This step is crucial for managing your leads efficiently.

---

3. Configuring the Trigger for Simply Leads

In this step, we will set up the trigger for our workflow. Select Simply as the trigger application and choose the event ‘New Leads’. This ensures that each time a new lead is generated on Simply, it will initiate the workflow. using Pabbly Connect

Next, you will receive a Webhook URL, which is essential for transferring data from Simply to Make. Copy this URL and log into your Simply account to configure the lead management settings.

• Navigate to the Lead Manager in Simply.
• Select the Push API option under Import/Export Leads.
• Paste the Webhook URL and save the details.

Once you have set up the connection, you can test the Webhook to ensure that leads are being captured correctly. This step is vital for confirming that your integration is functioning as expected.

---

4. Adding Salesforce as an Action Step for Lead Management

Now that the trigger is configured, we will set up Salesforce as the action application. Select Salesforce and choose the action event ‘Create Contact’. This action will automatically add leads from Simply into Salesforce as contacts. using Pabbly Connect

After selecting the action event, you will need to connect your Salesforce account. Click on ‘Connect with Salesforce’ and allow the necessary permissions. This connection is secure and ensures that your data remains protected.

Map the lead details from Simply to the corresponding fields in Salesforce. Ensure fields like Last Name, Street, City, and Email are accurately filled. Click on ‘Save and Send Test Request’ to verify the integration.

Once you receive a success response, your leads from Simply will now be automatically added as contacts in Salesforce. This integration simplifies the lead management process significantly.

---

5. Finalizing the Integration and Managing Your Leads

After successfully creating the integration, you can now manage your leads effectively in Salesforce. Each time a lead is generated in Simply, it will be captured and added automatically as a contact. using Pabbly Connect

This streamlined process allows you to focus on nurturing leads rather than manually entering data. You can view all your leads in the Salesforce CRM, ensuring that your sales team can follow up promptly.

In summary, the integration of Simply with URL and Salesforce CRM Using Pabbly Connect automates the lead management process, enhancing efficiency and productivity. You can now manage your leads seamlessly and ensure no opportunities are missed.

Conclusion

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

---

In conclusion, integrating Simply with URL and Salesforce CRM Using Pabbly Connect provides a powerful solution for lead management. This tutorial has guided you through the exact steps to set up the integration, ensuring your leads are managed effectively. Start automating your processes today for better business outcomes.