Author: Rajpal Tomar

Learn how to automate adding IND M leads to Google Sheets for educational services using Pabbly Connect. Step-by-step guide included. 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 integrate IND M leads into Google Sheets, start by accessing Pabbly Connect. Open your browser and visit the Pabbly website to sign in or sign up for a new account.

Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ for Pabbly Connect to begin creating your workflow. This platform allows seamless integration between different applications without needing coding skills.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for organization.

• Name your workflow: ‘Add IND M Leads to Google Sheets’.
• Choose a folder, for example, ‘Automations’.

Click on ‘Create’ to open the workflow window where you will set the trigger and action for your integration.

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3. Setting the Trigger for IND M Leads

In the workflow window, you will need to select the trigger application. For this integration, choose IND M as your trigger app. This means that every time a new lead is received, it will trigger the workflow. using Pabbly Connect

Select the trigger event as ‘New Lead’. Pabbly Connect will provide you with a webhook URL, which you will use to connect IND M with your workflow.

• Copy the webhook URL provided.
• Log into your IND M account and navigate to the Lead Manager section.
• Select ‘Import/Export Leads’ and then choose ‘Push API’.

Follow the prompts to enter the webhook URL into IND M, allowing it to send lead data to your Pabbly Connect workflow.

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4. Adding Google Sheets as the Action Application

After setting up the trigger, it’s time to define the action application. Search for Google Sheets in Pabbly Connect and select it as your action app. This will allow you to add new lead details into a Google Sheets document.

For the action event, choose ‘Add New Row’. This means each new lead captured by IND M will automatically create a new row in your specified Google Sheets document.

Connect your Google Sheets account by signing in and granting necessary permissions. Select the spreadsheet you want to update with new leads.

Mapping the fields from IND M to Google Sheets is essential. Ensure that the name, email, phone number, and inquiry details are correctly mapped to the respective columns in your spreadsheet.

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5. Testing the Integration Workflow

Once the action is set up, it’s crucial to test the integration. Submit a test lead through IND M to see if the data flows correctly into Google Sheets. This step verifies that your Pabbly Connect workflow is functioning as intended.

After submitting the test lead, check your Google Sheets to confirm that the new lead information appears correctly. You should see the name, email, phone number, and inquiry details populated in the new row.

If the test is successful, your workflow is complete. This automation will ensure that all new inquiries from IND M are added to Google Sheets automatically, streamlining your lead management process.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding IND M leads to Google Sheets for educational services. By following the steps outlined, you can enhance your lead management and improve efficiency in handling inquiries.

Learn how to integrate WooCommerce with MailerLite using Pabbly Connect to automate order details and enhance email campaigns. Step-by-step tutorial 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

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1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting its official website. If you don’t have an account, you can sign up for free, which allows you to handle up to 100 tasks monthly.

Once logged in, navigate to the dashboard. Here, you will see various applications available for integration. Click on the option for Pabbly Connect to begin creating your workflow.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click the ‘Create Workflow’ button and name your workflow according to your objective, such as ‘WooCommerce Order to MailerLite’.

• Click on the ‘Create’ button to proceed.
• You will see the Trigger and Action setup boxes.
• Select ‘WooCommerce’ as your Trigger application.

After selecting WooCommerce, choose the trigger event as ‘New Order Created’. This setup will ensure that every time a new order is placed, it triggers the workflow in Pabbly Connect.

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3. Connecting WooCommerce to Pabbly Connect

To connect WooCommerce with Pabbly Connect, you need to copy the generated webhook URL. This URL acts as a bridge to send order details from WooCommerce to Pabbly Connect.

In your WooCommerce account, go to Settings > Advanced > Webhooks. Click on ‘Create a New Webhook’ and fill in the required fields:

• Name: New Orders
• Status: Active
• Topic: Order Created
• Delivery URL: Paste your copied webhook URL here.

After saving the webhook, return to Pabbly Connect to confirm the connection by clicking on ‘Recapture Webhook Response’. This sets up the integration, allowing Pabbly Connect to receive order details from WooCommerce.

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4. Sending Order Details to MailerLite Using Pabbly Connect

Now, set up the action in Pabbly Connect to send the order details to MailerLite. Choose ‘API by Pabbly’ as your Action application and select ‘Execute API Request’ as your action event.

In this step, you will configure the API request to create a new subscriber in MailerLite. Use the API documentation from MailerLite to find the endpoint URL and required parameters:

Method: POST Endpoint URL: Paste the MailerLite API endpoint URL here. Authentication: Use Bearer Token for authorization.

After setting these parameters, map the required fields such as email and status from the WooCommerce order response. This mapping will ensure that every new order creates a subscriber in MailerLite automatically.

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5. Testing and Verifying the Integration

Once everything is set up in Pabbly Connect, it’s time to test the workflow. Create a new order in your WooCommerce store to trigger the webhook.

After placing the order, return to Pabbly Connect and check if you received the order details in the webhook response. If successful, you can verify in your MailerLite account that a new subscriber has been created with the order details.

This integration allows you to automate the process of sending WooCommerce order details to MailerLite, enhancing your email marketing efforts and improving customer engagement.

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Conclusion

Integrating WooCommerce with MailerLite using Pabbly Connect streamlines your order management and email marketing processes. By following these steps, you can automate the flow of order details, enhancing customer communication and retention.

Learn how to integrate Spark with Simply Using Pabbly Connect for automated lead management, email notifications, and WhatsApp messaging. Follow our detailed tutorial now! 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. Setting Up Spark Forms for Lead Generation

To start with Spark, you need to create a lead generation form. This form will collect potential leads from your website. Using Spark, you can design a user-friendly form that captures essential information like name, email, and phone number.

Once your form is ready, embed it on your website. When a lead submits the form, it will trigger the automation process we will set up later. This setup is crucial for integrating with Simply and other applications.

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2. Connecting Spark to Zoho CRM for Lead Management

After setting up your Spark form, the next step is connecting it to Zoho CRM. This integration allows you to automatically add new leads to your Zoho CRM account. Here’s how to do it:

• Open your Spark account and navigate to the settings of your lead form.
• Copy the webhook URL provided in your Pabbly Connect account.
• Paste this URL into the webhook settings of your Spark form and save it.

Now, every time a lead submits the form, their information will be sent to Zoho CRM. This connection is essential for managing your leads effectively.

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3. Automating Follow-Up Emails with Gmail

Once leads are captured in Zoho CRM, it’s time to automate follow-up emails. Using Gmail, you can send personalized emails to each lead. Start by connecting your Gmail account to Pabbly Connect.

In the action step, select Gmail and choose the option to send an email. Fill in the details such as recipient email (mapped from the lead information), subject, and body content. Personalize the email by including the lead’s name, ensuring that each message feels tailored and relevant.

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4. Sending WhatsApp Messages via WhatsApp Cloud API

In addition to emails, sending WhatsApp messages can enhance communication with leads. Using the WhatsApp Cloud API, you can set up automated messages. Connect your WhatsApp account to Pabbly Connect and configure the message settings.

Specify the message template and include dynamic fields to personalize the message. This setup ensures that every lead receives timely notifications via WhatsApp, increasing engagement and improving your chances of conversion.

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5. Testing and Launching the Integration

Before going live, it’s essential to test the entire integration process. Submit a test lead through your Spark form and monitor if the information flows correctly to Zoho CRM, Gmail, and WhatsApp. Check if the lead is created in Zoho CRM and if the emails and messages are sent successfully.

Once testing is complete and everything works as expected, you can officially launch your automated lead management system. This integration not only saves time but also ensures that no lead is missed, enhancing your real estate agency’s 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 this tutorial, we explored how to integrate Spark with Simply Using Pabbly Connect. By following the steps outlined, you can automate your lead generation and management processes effectively. This setup will help you manage leads more efficiently, ensuring timely communication and improved conversion rates.

Learn how to automate adding unsubscribed contacts from Kid to HubSpot CRM using Pabbly Connect. Follow this detailed tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, open your browser and search for Pabbly Connect. This platform allows you to automate the integration process between various applications like Kid and HubSpot CRM.

If you do not have an account, you can sign up for free, which gives you access to 100 tasks each month. Once logged in, you will see the dashboard where you can create workflows for automation.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow according to your objective, such as ‘Add HubSpot Contact for Unsubscribed Kid Subscribers’.

• Click on ‘Create’ to proceed.
• You will be directed to the workflow setup window.
• Here, you will see the options for Trigger and Action.

In this window, you will set up your trigger and action. The trigger will be the event that starts the workflow, while the action will be what happens as a result.

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3. Setting Up Trigger for Unsubscribed Contacts

To set up the trigger in Pabbly Connect, search for the application ‘Kid’ and select it. The trigger event you need is ‘New Unsubscribe’. This means that every time someone unsubscribes, the automation will be triggered.

Next, you will connect Kid with Pabbly Connect. Click on ‘Connect’ and select ‘Add New Connection’. You will need the API key and API secret from your Kid account, which you can find in the account settings under the developer section.

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4. Setting Up Action to Create HubSpot Contacts

After setting the trigger, it’s time to set up the action in Pabbly Connect. Search for ‘HubSpot CRM’ and select it as your action application. The action event should be ‘Create a Contact’. This action will automatically create a new contact in HubSpot whenever an unsubscriber is recorded.

• Connect HubSpot CRM with Pabbly Connect by selecting your account.
• Fill in all required details using the information retrieved from the unsubscribe trigger.
• Map the data fields such as email, first name, and phone number from the unsubscribe response.

Once you have mapped all the necessary details, click on ‘Save and Send Test Request’. This will allow you to verify that the contact is created successfully in HubSpot.

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5. Verifying the Integration in HubSpot

To ensure everything is working correctly, go to your HubSpot account and check the contacts section. You should see the newly created contact based on the unsubscribe data from Kid. This confirms that Pabbly Connect has successfully automated the process.

With this setup, every time a subscriber unsubscribes from your Kid email list, their details will be automatically added to your HubSpot CRM. This allows you to track unsubscribe trends and engage with former subscribers effectively.

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Conclusion

In this tutorial, we successfully demonstrated how to use Pabbly Connect to integrate Kid with HubSpot CRM. By automating the process of adding unsubscribed contacts, you can enhance your marketing strategies and improve subscriber engagement.

Learn how to integrate Magic Bricks leads with Go High Level using Pabbly Connect through this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Magic Bricks leads with Go High Level, you first need to access Pabbly Connect. This platform allows seamless automation between different applications.

Visit the Pabbly Connect homepage. If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply click on ‘Sign In’. Once logged in, you will see the dashboard where you can manage your workflows.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow to automate the integration process. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for example, ‘Magic Bricks Leads to Go High Level’.
• Select a folder to save your workflow.
• Click on the ‘Create’ button to finalize your workflow creation.

With your workflow created, you are now ready to set up the trigger and action for the integration process.

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3. Setting Up Trigger with Magic Bricks

In this section, you will configure the trigger in Pabbly Connect to capture new leads from Magic Bricks. Select Magic Bricks as your trigger application and set the trigger event to ‘New Leads’.

Once the trigger is selected, you will receive a webhook URL. This URL needs to be configured in your Magic Bricks account. Contact your Magic Bricks account manager to add this webhook URL since the platform does not allow direct user interface configuration.

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4. Configuring Action to Create Contacts in Go High Level

Now, set up the action step in Pabbly Connect. Select Go High Level as your action application and choose ‘Create Contact’ as the action event. This will allow new leads from Magic Bricks to be automatically added as contacts in your Go High Level account.

• Connect your Go High Level account to Pabbly Connect.
• Map the fields from your Magic Bricks lead to the corresponding fields in Go High Level.
• Click ‘Save and Send Test Request’ to verify the integration.

After successfully mapping the fields, you can check your Go High Level account to confirm that the new contact has been created.

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5. Testing and Verifying the Integration

To ensure that the integration works correctly, perform a test submission in Pabbly Connect. Capture the webhook response to see if the details from Magic Bricks are correctly passed to Go High Level.

Once the test is successful, you will see the new contact created in your Go High Level account. This confirms that your automation is functioning as intended, saving you time and effort in managing leads.

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Conclusion

In this tutorial, we demonstrated how to integrate Magic Bricks leads with Go High Level using Pabbly Connect. This automation streamlines your lead management process, ensuring that no potential client is missed. By following these steps, you can enhance your real estate business efficiency and focus on closing deals.

Learn how to use Pabbly Connect to automate the creation of Mite subscribers from Brilliant Directories form responses. Follow our detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Mite subscribers with Pabbly Connect, you need to access the platform. First, navigate to the Pabbly Connect homepage. Here, you will find options to sign in or sign up. New users can sign up for free to explore the features of Pabbly Connect.

Once signed in, you will be taken to the dashboard where you can create workflows. Click on the ‘Create Workflow’ button in the top right corner. This initiates the setup for your integration process.

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2. Creating a Workflow in Pabbly Connect

In this section, you will learn how to create a workflow in Pabbly Connect. After clicking on ‘Create Workflow’, a dialog box will appear prompting you to name your workflow. For this integration, name it ‘Create Mite Subscriber for Brilliant Directories Form Response’.

• Select a folder for your workflow, for example, ‘Automations’.
• You can create multiple folders to organize your workflows better.

After naming your workflow and selecting a folder, click the ‘Create’ button. You will now see the workflow setup, which includes setting a trigger and an action.

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3. Setting the Trigger in Pabbly Connect

The next step involves setting a trigger in Pabbly Connect. For this integration, select ‘Brilliant Directories’ as your trigger application. This application will notify Pabbly Connect whenever there is a new form submission.

Choose the trigger event as ‘Custom Webhook’. After selecting this, a webhook URL will be generated. Copy this URL, as it will be used to link your Brilliant Directories form with Pabbly Connect.

• Log in to your Brilliant Directories account.
• Navigate to the Developer Hub and select ‘Webhooks’.
• Create a new webhook and paste the copied URL.

Once the webhook is set up in Brilliant Directories, you will be ready to test the integration.

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4. Testing the Integration with Pabbly Connect

Testing the integration is a crucial step in ensuring everything works smoothly. In Pabbly Connect, after setting up the webhook, you need to submit a test form in Brilliant Directories. Enter dummy data such as name, email, and phone number.

After submitting the form, return to Pabbly Connect to check if the response has been captured. You should see the details you entered in the previous step. This confirms that the webhook is functioning correctly.

Ensure that you see the captured data in the Pabbly Connect workflow. This data will be used to create a subscriber in the next step.

Once you verify the data is captured, proceed to set up the action step.

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5. Creating a Mite Subscriber via Pabbly Connect

Now that the trigger is set and tested, it’s time to create a subscriber in Mite using Pabbly Connect. Choose ‘MailerLite’ as the action application and select the action event as ‘Create or Update Subscriber’.

Connect your MailerLite account by providing the API token. You can generate this token from your MailerLite account under the Integrations section. Copy the token and paste it into Pabbly Connect to establish the connection.

Map the subscriber’s email and other details from the captured webhook response. Ensure that the status is set to active for the new subscriber.

Finally, click on ‘Save and Send Test Request’. If successful, you will see the new subscriber created in your MailerLite account. This completes the integration process.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Mite subscribers from Brilliant Directories form responses. By following these steps, you can streamline your workflow and enhance your email marketing efforts.

Learn how to use Pabbly Connect to notify your team on Microsoft Teams when new leads are generated from Instagram Lead Ads. Step-by-step tutorial included.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To notify your team on Microsoft Teams for new Instagram Lead Ads leads, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for a free account to explore the features.

After signing in, you will see various applications available within Pabbly Connect. Click on ‘Access Now’ to open your Pabbly Connect dashboard. Here, you can create a new workflow that connects Instagram Lead Ads with Microsoft Teams.

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2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter a descriptive name such as ‘Notify Team on Microsoft Teams for New Instagram Lead Ads Leads’ and choose a folder to save it in. After naming your workflow, click on ‘Create’ to proceed.

• Click on the ‘Create Workflow’ button.
• Enter a descriptive name for your workflow.
• Select a folder to save your workflow.

Once your workflow is created, you will be directed to the workflow window where you can set up the trigger and action. In this case, the trigger will be Instagram Lead Ads, which will start the workflow whenever a new lead is generated.

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3. Setting Up the Trigger for Instagram Lead Ads

In the workflow window of Pabbly Connect, you need to select your trigger application. Search for ‘Instagram Lead Ads’ and select it. The next step is to choose the trigger event; for this integration, select ‘New Lead Instant’. This event will trigger the workflow as soon as a new lead is received.

After selecting the trigger event, click on ‘Connect’. If you have not previously connected your Instagram account, you will need to add a new connection. Follow the prompts to authorize Pabbly Connect to access your Instagram Lead Ads account by selecting your Facebook page linked to your Instagram account.

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4. Setting Up the Action in Microsoft Teams

Now that the trigger is set, it’s time to configure the action in Microsoft Teams. In the action step of your workflow, search for ‘Microsoft Teams’ and select it. Choose the action event as ‘Send Message in Channel’. Click on ‘Connect’ to link your Microsoft Teams account with Pabbly Connect.

• Select ‘Send Message in Channel’ as the action event.
• Connect your Microsoft Teams account.
• Choose the appropriate team and channel for notifications.

Once connected, specify the team and channel where you want to send the lead notifications. Customize the message format to include lead details dynamically using mapping from the trigger step. This ensures that each notification contains relevant information about the new lead.

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5. Testing the Integration Workflow

With the workflow configured, it’s essential to test the integration to ensure it works as expected. Use the lead ads testing tool to generate a dummy lead submission. Once the test lead is created, check your Microsoft Teams channel to see if the notification appears.

After successful testing, you will see a message in your selected channel with lead details. This confirms that Pabbly Connect is effectively linking Instagram Lead Ads with Microsoft Teams, allowing your team to receive real-time updates on new leads.

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Conclusion

In this tutorial, we explored how to notify your team on Microsoft Teams for new Instagram Lead Ads leads using Pabbly Connect. This integration streamlines your lead management process, ensuring your team is promptly informed about potential clients, enhancing your engagement and customer service.

Learn how to create 99Acres leads as GoHighLevel contacts using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate 99Acres leads with GoHighLevel, first access Pabbly Connect. This platform facilitates the seamless automation of workflows between applications.

Begin by visiting the Pabbly Connect website. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users should simply click on ‘Sign In’. Once logged in, you will reach the dashboard where you can manage your workflows.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. This is where you will set up the automation between 99Acres and GoHighLevel. using Pabbly Connect

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Create 99Acres Leads as GoHighLevel Contact’. Select an appropriate folder for organization. This workflow will contain a trigger and an action.

• Name your workflow appropriately.
• Select a folder for your workflow.
• Set up a trigger and action for automation.

Once you have named your workflow and selected the folder, you will see two boxes appear: one for the trigger and another for the action. The trigger will be set to 99Acres, while the action will be set to GoHighLevel.

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3. Setting Up the Trigger for 99Acres

The trigger in this workflow will activate whenever a new lead is added in 99Acres. This is crucial for automating the process of adding leads to GoHighLevel. using Pabbly Connect

In the trigger application, select 99Acres and choose the event that states ‘New Lead Added’. You will need to copy the webhook URL provided by Pabbly Connect and configure it in your 99Acres account. This will ensure that every new lead added triggers the workflow.

• Select 99Acres as the trigger application.
• Choose ‘New Lead Added’ as the trigger event.
• Copy the webhook URL for configuration.

After setting the trigger, test it to ensure that Pabbly Connect successfully receives the data from 99Acres. This will confirm that the integration is set up correctly.

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4. Setting Up the Action for GoHighLevel

The action in this workflow is to create a contact in GoHighLevel whenever a new lead is captured from 99Acres. This step is where the data flows into GoHighLevel. using Pabbly Connect

For the action application, select GoHighLevel and choose the event ‘Create Contact’. You will need to map the fields from the data received from 99Acres to the corresponding fields in GoHighLevel. This includes first name, last name, email, and phone number.

Select GoHighLevel as the action application. Choose ‘Create Contact’ as the action event. Map the fields from 99Acres to GoHighLevel.

Once you have mapped the fields, save and send a test request. This will help you verify that the contact is created successfully in GoHighLevel when a new lead is added in 99Acres.

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5. Finalizing the Integration Process

After successfully testing the workflow, finalize the integration process. This ensures that every new lead added in 99Acres will automatically create a contact in GoHighLevel.

Review the entire workflow to make sure all steps are correctly set up. Once confirmed, turn on the workflow in Pabbly Connect to activate the automation. This step is essential to ensure that the integration runs smoothly.

Review the workflow setup for accuracy. Turn on the workflow to activate automation. Monitor the integration for any issues.

With the integration finalized, you can now enjoy a seamless process of managing leads between 99Acres and GoHighLevel using Pabbly Connect.

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Conclusion

By following this tutorial, you have learned how to create 99Acres leads as GoHighLevel contacts using Pabbly Connect. This integration streamlines your lead management process, enhancing efficiency and productivity.

Learn how to automate Keap contact creation and WhatsApp messaging through Formcan submissions 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

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1. Accessing Pabbly Connect for Automation

To start automating the process of creating Keap contacts and sending WhatsApp messages, first access Pabbly Connect. This platform allows seamless integration between various applications like Formcan and Keap.

Begin by visiting the Pabbly website. Click on the ‘Sign In’ button if you are an existing user or ‘Sign Up for Free’ for new users. By signing up, you will receive 100 free tasks monthly, which is beneficial for testing the automation.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, create a new workflow by clicking on the ‘Create Workflow’ button. This allows you to set up the automation process between Formcan and Keap.

• Name the workflow as ‘Create Keap Contact with Tag on Formcan Submission and Send WhatsApp Message’.
• Select the folder for saving the workflow.
• Click on the ‘Create’ button to finalize.

This sets up the trigger and action boxes that will facilitate the automation process. The trigger will be Formcan, and the action will be Keap.

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3. Connecting Formcan to Pabbly Connect

In this step, you will connect Formcan as the trigger application in Pabbly Connect. Choose ‘Formcan’ from the trigger application options and select ‘New Submission’ as the trigger event.

Next, click on the ‘Connect’ button to establish the connection with Formcan. If you have not connected before, select ‘Add New Connection’ and authorize Pabbly Connect to access your Formcan account.

• Select the specific form you want to track (e.g., Lead Form).
• Click on ‘Save and Send Test Request’ to test the connection.

This will ensure that every new submission in Formcan triggers the workflow in Pabbly Connect.

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4. Creating Keap Contact in Pabbly Connect

After setting up Formcan as the trigger, the next step is to create a contact in Keap using Pabbly Connect. Select Keap as the action application and choose ‘Create or Update Contact’ as the action event.

Click on the ‘Connect’ button to link your Keap account. After authorization, you will need to map the fields by selecting the corresponding data from the Formcan submission response.

Map the email, first name, last name, and phone number fields. Ensure to use the mapping feature to keep the data dynamic.

Once all the required fields are filled, click on ‘Save and Send Test Request’. This action will create a new contact in your Keap account.

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5. Sending WhatsApp Messages via Pabbly Connect

The final step involves sending a WhatsApp message using Pabbly Connect. Select AI Sensei as the action application and choose ‘Send Template Message’ as the action event.

Connect your AI Sensei account by entering the API key. After successful connection, fill in the required fields, including the campaign name and template parameters.

Map the phone number field from the Formcan submission response. Use dynamic mapping for the customer’s name in the template.

Finally, click on ‘Save and Send Test Request’ to send the message. You can check your WhatsApp to confirm the message was received successfully.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of Keap contacts and send WhatsApp messages using Pabbly Connect and Formcan. This integration streamlines your workflow and enhances customer engagement.

Learn how to integrate Indiamart leads into Salesforce using Pabbly Connect with this step-by-step tutorial. Streamline your lead management process today! 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. Accessing Pabbly Connect for Integration

To start integrating Indiamart leads into Salesforce, first, access Pabbly Connect. This platform is essential for automating the flow of data between applications. If you are a new user, you can sign up for free to enjoy 100 tasks every month.

Once you log into your Pabbly Connect account, you will see the dashboard. Click on the ‘Access Now’ button under Pabbly Connect to start the automation process. This will lead you to the workflow creation section.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to manage leads from Indiamart effectively. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow and select a folder.

• Name your workflow as ‘Add Packaging Solutions and Materials Indiamart Leads to Salesforce’.
• Select the folder where you want to save this workflow.

After naming the workflow and selecting the appropriate folder, click on the ‘Create’ button. This will set up your workflow in Pabbly Connect, where you will configure triggers and actions for lead management.

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3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up a trigger in Pabbly Connect. This trigger will activate the workflow whenever a new lead is generated in Indiamart. Select Indiamart as your trigger application and choose ‘New Lead’ as the trigger event.

After selecting the trigger application and event, Pabbly Connect will provide a unique webhook URL. Copy this URL to connect Indiamart with Pabbly Connect. Log into your Indiamart account and navigate to the ‘Lead Manager’ section.

• Under ‘Lead Manager’, select ‘Import and Export Leads’.
• Click on the ‘Push API’ option and enter the platform name as ‘Pabbly Connect’.
• Paste the copied webhook URL and save the details.

Once this is done, you can check if the connection is successful by generating a test lead.

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4. Generating a Test Lead in Indiamart

To verify the integration, generate a test lead in your Indiamart account. Search for a test product and click on the ‘Contact Supplier’ button. Fill in the inquiry details and submit the form.

After submitting the inquiry, return to your Pabbly Connect workflow. You should see that it is waiting for a webhook response. This indicates that the test lead has been successfully captured by Pabbly Connect.

Ensure to fill in all required fields such as the message and GST number. Once the lead is generated, check the webhook response in Pabbly Connect.

If the response is received, the integration between Indiamart and Pabbly Connect is confirmed, and you can proceed to the next step of creating a contact in Salesforce.

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5. Creating a Contact in Salesforce Using Pabbly Connect

The final step involves setting up an action in Pabbly Connect to create a contact in Salesforce based on the lead captured from Indiamart. Select Salesforce as your action application and choose ‘Create Record’ as the action event.

After connecting to Salesforce, map the fields from the Indiamart lead to the Salesforce contact fields. For instance, map the first name, last name, email, and phone number accordingly. This ensures that all relevant lead information is transferred accurately.

Authorize Pabbly Connect to access your Salesforce account. Click on the ‘Send Test Request’ button to verify if the contact is created successfully.

Once the test request is successful, log into your Salesforce account to check if the new contact has been created. This confirms that the integration between Indiamart and Salesforce via Pabbly Connect is working effectively.

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Conclusion

This tutorial demonstrated how to integrate Indiamart leads into Salesforce using Pabbly Connect. By automating this process, you can streamline lead management and enhance your sales strategies efficiently.