Author: Rajpal Tomar

Learn how to integrate Gmail with Facebook for automated follow-up emails using Pabbly Connect. Follow this detailed tutorial for seamless automation. 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. Setting Up Pabbly Connect for Gmail and Facebook Integration

The first step in integrating Pabbly Connect with Gmail and Facebook is to create a new workflow. Start 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 see options to create a new workflow. Click on ‘Create Workflow’ and name it accordingly, such as ‘Send Automated Follow-Up Emails to Facebook Leads.’ Select the folder where you want to save this workflow.

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2. Setting Up Trigger and Action for Gmail and Facebook

To set up the automation, you will need to configure the trigger and action steps. The trigger is an event that starts the workflow. In this case, select the trigger as ‘When this happens’ and choose the Facebook application to capture leads.

• Select ‘Facebook Lead Ads’ as the application.
• Choose the specific form you want to connect with Gmail.
• Click on ‘Test Trigger’ to ensure it captures the data correctly.

After setting the trigger, you will need to define the action. Choose Pabbly Connect as the action application and select ‘Send Email’ as the action event. This will allow you to send follow-up emails to the leads captured from Facebook.

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3. Configuring Email Content for Gmail Follow-Ups

In this step, you will configure the email content that will be sent via Gmail. Start by entering the recipient’s email address, which will be dynamically mapped from the Facebook lead data captured earlier. using Pabbly Connect

• Set the email subject line to something relevant, like ‘Welcome to Your Free Trial Session!’
• In the email body, personalize the message by including the lead’s name.
• Select the email type as ‘Plain’ for a simple format.

After entering all the required fields, click on ‘Save & Send Test Request’ to ensure everything is set up correctly. You should receive a test email in your Gmail account shortly after.

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4. Adding Follow-Up Emails to the Gmail and Facebook Workflow

Once the initial email is set up, you can create follow-up emails to send after a specific delay. To do this, add another action step by clicking on ‘Add Action’ and select the delay feature from Pabbly Connect.

Set the delay for two days before sending the follow-up email. In the next action step, again select Gmail and configure the email content similar to the initial setup. This ensures that your leads receive timely follow-ups.

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5. Testing and Verifying Gmail and Facebook Integration

After setting up the entire workflow, it is crucial to test and verify that the integration between Gmail and Facebook works seamlessly. Start by submitting a test lead through your Facebook lead form.

Check your Gmail account to see if you received the initial email as well as the follow-up email after the set delay. Ensure that all the details are correctly populated from the lead information.

If everything works as expected, your integration is successful! You can now automate follow-up emails to your Facebook leads using Pabbly Connect.

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Conclusion

Integrating Gmail with Facebook for automated follow-up emails using Pabbly Connect simplifies communication with leads. This step-by-step tutorial ensures you can set up and verify the process effectively.

Learn how to automate WhatsApp messages and emails using Pabbly Connect with Swipe Pages forms. Follow this detailed tutorial for seamless integration. 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 begin automating WhatsApp messages and emails, you first need to access Pabbly Connect. Visit the Pabbly Connect website by typing Pabbly.com/connect in your browser. Once on the site, you can either sign in or create a new account.

If you are a new user, click on ‘Sign Up for Free’ to get started. Existing users should click on ‘Sign In’. After logging in, you will be directed to the Pabbly Connect dashboard where you can create your workflows.

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2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating your tasks. Click on the ‘Create Workflow’ button in your dashboard. Name your workflow, for example, ‘Automatically Send WhatsApp Message and Email on Swipe Pages Form Submission’. Choose a folder to save your workflow, such as ‘WhatsApp Automations’.

• Click on ‘Create’ to initiate the workflow.
• You will see two boxes: one for Trigger and one for Action.
• Select ‘Swipe Pages’ as your trigger application.

Once you have set up the trigger, you will be prompted to select the trigger event, which in this case is ‘New Form Submission’. This setup will allow the workflow to trigger whenever a form is submitted on Swipe Pages.

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3. Connecting Swipe Pages to Pabbly Connect

To connect Swipe Pages with Pabbly Connect, you will need a webhook URL provided by Pabbly. This URL acts as a bridge between the two applications. In your Pabbly Connect workflow, copy the webhook URL and navigate to your Swipe Pages account.

In Swipe Pages, select the form you want to automate and click on ‘Integrations’. Follow these steps to set up the connection:

• Click on ‘Get Started’ and then ‘Create New Workflow’.
• Name your workflow and select the trigger as ‘Form Submitted’.
• Paste the copied webhook URL in the ‘Send Webhook’ section.

After saving the changes, run a test to ensure that the webhook is correctly set up. You should see a test response in Pabbly Connect confirming the connection.

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4. Sending WhatsApp Messages with AI Sensei

With the connection established, the next step is to send WhatsApp messages using AI Sensei through Pabbly Connect. In the action section of your workflow, select ‘AI Sensei’ and choose ‘Send Template Message’ as the action event.

To connect AI Sensei with Pabbly Connect, you will need to enter your API key. Follow these steps:

Log into your AI Sensei account and navigate to the API section. Copy the API key and paste it into Pabbly Connect. Complete the required fields such as campaign name and mobile number, using mapping for dynamic data.

Once you have entered all necessary details, click ‘Save and Send Test Request’ to send a WhatsApp message. You should receive a confirmation message in your WhatsApp account shortly after.

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5. Sending Emails with Gmail Integration

The final step in this automation process is to send emails using Gmail through Pabbly Connect. In the action section, select ‘Gmail’ and choose ‘Send Email V1’ as the action event.

Connect your Gmail account by clicking on ‘Add New Connection’ and grant the necessary permissions. Once connected, you can set up the email parameters:

Enter the recipient’s email address using mapping from the previous response. Fill in the sender’s name and email subject. Compose the email content and personalize it using mapping.

After filling in the details, click ‘Save and Send Test Request’ to send the email. Check your Gmail account to confirm that the email has been received successfully.

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Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages and emails using Pabbly Connect with Swipe Pages. By following the steps outlined, you can streamline your communication processes efficiently. Automating these tasks not only saves time but also enhances customer engagement.

Learn how to integrate IndiaMART inquiries with Microsoft Excel using Pabbly Connect. Automate your workflow and manage your inquiries efficiently. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin using Pabbly Connect, you need to sign in to your account. This integration enables you to automate workflows between IndiaMART and Microsoft Excel effectively. After signing in, you will see the dashboard where you can create workflows that connect various applications seamlessly.

Once logged in, you will find options to create a new workflow. Click on the ‘Create Workflow’ button to initiate the setup process. This is where you will define the trigger and action that will automate your tasks between IndiaMART and Excel.

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2. Creating a Workflow in Pabbly Connect

In this section, you will learn how to create a workflow that connects IndiaMART inquiries to Microsoft Excel using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘IndiaMART Inquiries to Excel.’ Select an appropriate folder for organization.

• Click on the ‘Create’ button to set up your workflow.
• Define the trigger as ‘IndiaMART’ to capture new inquiries.
• Select the event as ‘New Leads’ to automate the response.

By setting the trigger event to ‘New Leads,’ Pabbly Connect will capture the inquiries automatically whenever a new lead is generated in your IndiaMART account. This ensures that all inquiries are logged without manual entry.

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3. Setting Up the IndiaMART Trigger

The next step involves configuring the trigger for your workflow in Pabbly Connect. After selecting IndiaMART as your trigger application, you will receive a webhook URL. This URL is essential for connecting your IndiaMART account to Pabbly Connect.

To set this up, follow these steps:

• Log in to your IndiaMART account and navigate to the Lead Manager.
• Select ‘Import/Export Leads’ and choose ‘Push API’ for integration.
• Enter the webhook URL received from Pabbly Connect as the Listener URL.

After entering the required information, save the details. This setup allows Pabbly Connect to receive real-time updates from IndiaMART, ensuring that your inquiries are automatically logged into Microsoft Excel.

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4. Adding Data to Microsoft Excel

Once your trigger is set up, the next step is to configure the action that will send data to Microsoft Excel using Pabbly Connect. Select Microsoft Excel as your action application and choose the action event as ‘Add Row to Worksheet.’ This allows new inquiries from IndiaMART to be added as new rows in your Excel sheet.

To establish this connection, click on ‘Connect with Microsoft Excel’ within Pabbly Connect. Ensure you are logged into your Excel account for a smooth connection process. After granting access, select the workbook where you want to store the inquiries.

Choose the worksheet where the data will be saved. Map the fields from the trigger response to the corresponding columns in Excel. Test the action to ensure data is added correctly.

This process ensures that every inquiry received through IndiaMART is logged automatically in your Excel sheet, allowing for efficient tracking and management of leads.

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5. Finalizing the Automation Process

After mapping the data fields and testing the action, your workflow is nearly complete. In Pabbly Connect, click on the ‘Save and Send Test Request’ button to finalize the setup. This will ensure that the data from your IndiaMART inquiries is successfully added to Microsoft Excel.

Once you have confirmed that the data is being logged correctly, you can activate your workflow. This automation will now run in the background, capturing all new inquiries and adding them to your Excel sheet without any manual input.

With this setup, your inquiries from IndiaMART will be organized in Excel, allowing you to analyze trends and manage your leads effectively. You can now focus on following up with clients and improving your services.

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Conclusion

In this tutorial, we demonstrated how to integrate IndiaMART inquiries with Microsoft Excel using Pabbly Connect. By automating this process, you can efficiently manage your inquiries and ensure no lead goes unnoticed. This integration streamlines your workflow and enhances your productivity.

Learn how to integrate manufacturing inquiries with Microsoft Excel using Pabbly Connect. This detailed guide covers all steps to automate data entry seamlessly. 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 start integrating manufacturing inquiries with Microsoft Excel, first access Pabbly Connect. This platform allows you to automate processes efficiently. Navigate to the Pabbly Connect homepage by entering the URL in your browser.

If you are a new user, click on the ‘Sign Up Free’ button, which allows you to explore the software with 300 tasks monthly. Existing users can simply click on ‘Sign In’ to proceed to the dashboard.

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2. Creating a Workflow in Pabbly Connect

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

• Name your workflow, for example, ‘Add Manufacturing Facilities and Industrial Plants in MS Excel.’
• Select a folder to save your workflow, such as ‘Automations.’
• Click on the ‘Create’ button to finalize your workflow setup.

With the workflow created, you will see the two essential components of automation: Trigger and Action. The Trigger is the event that starts the automation, while the Action is the response to that event.

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3. Setting Up the Trigger with India Mart

For this integration, the trigger application is India Mart, which allows you to receive inquiries. Within Pabbly Connect, select India Mart as your trigger application and choose the event as ‘New Leads’.

After selecting the trigger event, you will receive a webhook URL. This URL is crucial as it connects your India Mart account with Pabbly Connect. Copy this URL to set it up in your India Mart account.

• Log into your India Mart account and navigate to the Lead Manager.
• Select the option to import or export leads, then choose Push API.
• Paste the webhook URL in the designated field and save the details.

After completing these steps, your India Mart account is now successfully connected to Pabbly Connect, ready to capture new inquiries automatically.

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4. Configuring the Action to Add Data to Microsoft Excel

Now that the trigger is set up, it’s time to configure the action. In this step, select Microsoft Excel as your action application in Pabbly Connect. Choose the action event as ‘Add Row to Worksheet’.

To connect your Microsoft Excel account, click on ‘Connect Here’. If your account is already linked, you can select an existing connection. Grant access to Pabbly Connect to manage your Excel data.

Select the workbook where you want to add the data, for example, ‘Manufacturing Facilities and Industrial Plants’. Choose the specific worksheet, such as Sheet1. Map the fields from the trigger response to the corresponding columns in Excel.

After mapping the data, click on ‘Save and Send Test Request’ to ensure that the integration works correctly. This will add a new row in your Excel sheet with the inquiry details captured from India Mart.

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5. Testing the Integration Workflow

After configuring the action, it’s essential to test the integration to ensure everything works smoothly. Use the test feature in Pabbly Connect to send a test lead from India Mart.

Once you send a test lead, check your Microsoft Excel sheet to confirm that the new row has been added with the correct inquiry details. This step verifies that your integration is functioning as intended.

With successful testing, you can now automate the process of capturing inquiries from India Mart directly into Microsoft Excel, enhancing your efficiency and organization.

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Conclusion

In this tutorial, we explored how to integrate manufacturing inquiries with Microsoft Excel using Pabbly Connect. This automation allows for seamless data entry, improving your workflow significantly. By following these steps, you can enhance your business operations and ensure timely responses to potential clients.

Learn how to automatically repurpose website content into a WordPress blog using Pabbly Connect, Google Gemini, and more in this detailed tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin automating the process of repurposing website content into a WordPress blog, first, access Pabbly Connect. This platform allows seamless integration between various applications, including Google Sheets and WordPress.

Log into your Pabbly Connect account. If you are a new user, register for a free account to get started with 100 free tasks every month. Once logged in, you will see the dashboard with various applications available for integration.

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2. Creating a Workflow in Pabbly Connect

Next, you need to create a workflow in Pabbly Connect. 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.

• Name your workflow: ‘Automatically Repurpose Website Content into a WordPress Blog Using AI’.
• Select a folder to save your workflow.

After naming your workflow and selecting the appropriate folder, click on the ‘Create’ button. You will now see two sections: Trigger and Action, which are essential for your automation.

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3. Setting Up the Trigger with Google Sheets

The first step in your automation is setting up a trigger. For this, select Google Sheets as your trigger application in Pabbly Connect. The trigger event will be set to ‘New or Updated Spreadsheet Row’.

Once selected, Pabbly Connect will provide you with a webhook URL. Copy this URL and proceed to your Google Sheets. Here, you need to connect your spreadsheet to Pabbly Connect by installing the Pabbly Webhooks add-on.

• Go to Extensions > Add-ons > Get Add-ons in Google Sheets.
• Search for ‘Pabbly Webhooks’ and install it.

After installation, refresh your Google Sheets and set up the webhook URL in the add-on. This will ensure that whenever you add a new URL and title in your spreadsheet, it will trigger the automation in Pabbly Connect.

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4. Scraping Website Content Using Firecrawl

After setting up the trigger, the next step is to scrape content from the specified URLs using Firecrawl. In Pabbly Connect, add an Action step and select Firecrawl as your action application.

Choose the action event as ‘Add a Crawl’. Connect your Firecrawl account by providing your API key. This key allows Pabbly Connect to access Firecrawl for scraping content from the URLs provided in your Google Sheets.

Map the URL from your previous step to the Firecrawl action. Set parameters like maximum depth and output format (Markdown).

Once you have configured these settings, save the action. This will allow Pabbly Connect to scrape the desired content from the specified URLs automatically.

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5. Generating and Publishing Content on WordPress

With the content scraped, the next step is to generate a blog post using Google Gemini. Add another action step in Pabbly Connect and select Google Gemini as your application.

Choose the action event ‘Generate Content’. Here, you will need to provide a prompt that guides Google Gemini on how to create the content. Make sure to map the scraped content and title from the previous steps.

Specify the content format as HTML with appropriate H1 and H2 tags. Map the generated content to be used in your WordPress post.

Finally, select WordPress as your action application and choose ‘Create Post’. Fill in the necessary details, such as post title and content, and set the status to Draft. This allows you to review the content before it goes live on your WordPress site.

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Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate the process of repurposing website content into a WordPress blog. By integrating Google Sheets, Firecrawl, and Google Gemini, you can efficiently manage and publish content without manual effort. This not only saves time but also enhances your website’s engagement and visibility.

Learn how to integrate Razorpay and Thinkific using Pabbly Connect to automate user creation and course enrollment seamlessly. Follow our detailed tutorial for exact steps.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Razorpay and Thinkific, first access Pabbly Connect. This platform serves as the main integration tool to automate tasks between various applications.

Log into your Pabbly Connect account. If you’re a new user, you can sign up for free and receive 100 tasks each month. Once logged in, you will see the Pabbly apps window, where you can select Pabbly Connect to proceed.

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2. Creating a Workflow in Pabbly Connect

After accessing 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.

• Name your workflow as ‘Create Thinkific User from Razorpay Payments’.
• Select a folder to save this workflow; choose ‘Razorpay Automations’.

Click ‘Create’ to finalize your workflow setup. Your new workflow will now be displayed with two 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 the Trigger with Razorpay

For the trigger application, select Razorpay since payments are being collected through this platform. Choose the event as ‘Payment Captured’ to trigger the workflow whenever a payment is completed.

Upon selecting the trigger, Pabbly Connect will provide a webhook URL. Copy this URL to connect Razorpay with Pabbly Connect.

• Log into your Razorpay account and navigate to the Developers section.
• Select Webhooks and click on ‘Add New Webhook’.
• Paste the copied webhook URL and fill in the required fields.

After saving the webhook, return to your Pabbly Connect workflow, which should now be waiting for a webhook response.

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4. Testing Payment and Setting Up Filters

Next, perform a test payment through Razorpay to ensure that Pabbly Connect captures the payment response correctly. Use the payment page you created for the course.

Once the payment is successful, return to your Pabbly Connect workflow to verify that you have received the payment details. Now, set up a filter to ensure that the workflow only continues for specific payment amounts.

Select ‘Filter by Pabbly’ as the action application. Set the filter condition to check if the payment amount equals the expected amount.

Save the filter settings to ensure that the workflow only proceeds when the specified conditions are met.

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5. Enrolling the User in Thinkific

After successfully filtering the payment, the next step is to create a user in Thinkific. For this action, select Thinkific as the action application and choose ‘Create User’ as the action event.

Connect Pabbly Connect with your Thinkific account by providing the necessary subdomain and user details. Map the user information from the Razorpay payment response to the respective fields in Thinkific.

Map the first name, last name, email, and phone number of the user. After mapping, click on ‘Save and Send Test Request’ to create the user.

Once the user is created, you can then enroll them in the course by adding another action step in Pabbly Connect. Select ‘Enroll User’ as the action event and map the user ID and course details accordingly.

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Conclusion

This tutorial demonstrated how to integrate Razorpay and Thinkific using Pabbly Connect. By automating the user creation and course enrollment processes, you can save time and enhance the user experience for your students.

Utilizing Pabbly Connect allows for seamless integration, ensuring that every payment triggers the creation of a new user and their enrollment in the purchased course automatically.

Learn how to automate Mailer Cloud subscriber management using Pabbly Connect and Paperform. Follow this detailed step-by-step guide for seamless integration. 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 integration process using Pabbly Connect, first, access the platform by visiting its website. You can either sign in if you are an existing user or click on the ‘Sign Up for Free’ button to create a new account. This step is essential to automate your workflows effectively.

Once signed in, you will be directed to the dashboard of Pabbly Connect. Here, you can create new workflows and manage existing ones. Make sure to explore the various features available to maximize your automation capabilities.

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2. Creating a New Workflow in Pabbly Connect

Creating a new workflow in Pabbly Connect is straightforward. Click on the ‘Create Workflow’ button, and a dialog box will prompt you to name your workflow. For this integration, name it something descriptive, such as ‘Create or Update Mailer Cloud Subscriber on Paperform Submission’.

• Select a folder to organize your workflow.
• Choose the appropriate trigger and action applications.
• Define the trigger event that will initiate the workflow.

After naming your workflow and selecting the folder, click on ‘Create’. You will see two main sections: Trigger and Action. This is where you will set up how Pabbly Connect will respond to submissions from Paperform.

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3. Setting Up the Trigger with Paperform

In this step, you will configure the trigger application, which is Paperform. Select Paperform as your trigger application and choose the event ‘New Form Submission’. This means that every time a form is submitted, Pabbly Connect will initiate the automation process.

Once the trigger is set, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge to connect Paperform with Pabbly Connect. You need to copy this URL and paste it into the Paperform settings under the integration section.

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4. Configuring Paperform to Send Webhook Responses

After copying the webhook URL, navigate to your Paperform account and select the form you want to connect. In the form settings, look for the option labeled ‘After Submission’. Here, you will find the integrations section where you can add the webhook response.

• Select the ‘Webhook’ option and click on ‘Add Webhook’.
• Paste the copied webhook URL into the designated field.
• Set the event to trigger on ‘New Submission’.

Once configured, save the changes in Paperform. This will ensure that every time a form is submitted, the data will be sent to Pabbly Connect, and you can proceed to the next step of adding the subscriber to Mailer Cloud.

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5. Adding the Subscriber to Mailer Cloud

Now that the trigger is set, it’s time to configure the action application, which is Mailer Cloud. In Pabbly Connect, select Mailer Cloud as your action application and choose the event ‘Create or Update Subscriber’. This allows you to add new leads or update existing contacts in your email list.

To establish a connection with Mailer Cloud, you will need to provide an API key. Navigate to your Mailer Cloud account, go to the account settings, and find the API integration section to generate a new API key. Once you have the key, paste it back into Pabbly Connect to complete the connection.

Next, map the required fields such as email address, first name, last name, and city from the Paperform submission to Mailer Cloud. This mapping ensures that every time a form is submitted, the correct information is sent to Mailer Cloud, automating your email marketing efforts seamlessly.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding or updating subscribers in Mailer Cloud whenever a Paperform submission occurs. This integration streamlines your email marketing efforts, saving you time and effort while enhancing lead management.

Learn how to integrate URL, Simply, PAB, SMTP, and The Happening using Pabbly Connect with this 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.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating URL, Simply, PAB, SMTP, and The Happening, you first need to access Pabbly Connect. Start by typing the URL Pabbly.com/connect in your browser. This platform enables seamless integration without any coding skills.

Once on the homepage, you will see 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. Existing users can simply log in. After signing in, you’ll be directed to the dashboard of Pabbly Connect, 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. Click on the ‘Create Workflow’ option. This will prompt you to name your workflow, such as ‘Integrate URL with PAB and SMTP’.

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

Once created, you will see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens in response. This setup is crucial for automating tasks using Pabbly Connect.

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3. Setting Up Trigger and Action in Pabbly Connect

The next step involves setting up the Trigger and Action in your workflow. For the Trigger, select ‘Simply’ as your application and choose ‘New Form Submission’ as the event. This means that every time a form is submitted in Simply, it will trigger the workflow in Pabbly Connect.

After selecting the Trigger, you will receive a webhook URL. This URL is essential for connecting Simply to Pabbly Connect. Copy this URL and navigate to your Simply account. In the integration settings, paste the webhook URL to link your form submissions to Pabbly Connect.

• Go to your Simply account and select the form you want to integrate.
• In the settings, find the webhook section and paste the copied URL.
• Save your settings to establish the connection.

Now, when a form is submitted in Simply, it will trigger the workflow in Pabbly Connect, allowing you to automate further actions.

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4. Creating Action to Integrate with PAB and SMTP

With the Trigger set up, the next step is to create the Action. Select ‘PAB’ as your Action application and choose ‘Create or Update Contact’ as the action event. This allows you to add or update contacts in your PAB account based on the form submissions from Simply.

To connect your PAB account, you will need to enter the domain name and API key. To find your API key, go to your PAB account settings. Once you have entered the required information, click on ‘Save’ to establish the connection between Pabbly Connect and PAB.

Enter the domain name from your PAB account. Generate a new API key in your PAB account settings. Paste the API key into the corresponding field in Pabbly Connect.

Once connected, you can map the fields from Simply to PAB, ensuring that all relevant data is transferred correctly during each submission.

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5. Finalizing the Integration and Testing

After setting up the Action, the final step is to test the integration. Submit a test form in Simply to ensure that the data flows correctly into PAB through Pabbly Connect. Check your PAB account to confirm that the contact has been created or updated as expected.

If everything is working correctly, you will see the new contact in your PAB account reflecting the details from the Simply form. This confirms that the integration is successful and automated, saving you time and effort.

Submit a test form in Simply. Check your PAB account for the new or updated contact. Ensure all details match the submitted form.

This testing phase ensures that your workflow in Pabbly Connect is functioning as intended, allowing for smooth automation between URL, Simply, PAB, SMTP, and The Happening.

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Conclusion

In this tutorial, we explored how to integrate URL, Simply, PAB, SMTP, and The Happening using Pabbly Connect. This powerful integration platform allows you to automate processes without coding, streamlining your workflow efficiently.

Learn how to automate invoice creation in Zoho Books from Elementor form submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, first access Pabbly Connect by navigating to its website. You can either sign in if you already have an account or create a new one by clicking the ‘Sign Up for Free’ button.

Upon signing in, you will be directed to the Pabbly Connect dashboard where you can create a new workflow. This is essential for connecting your Elementor form with Zoho Books to automate invoice creation.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. A new window will pop up, prompting you to name your workflow. Name it according to your objective, such as ‘Create Zoho Books Invoice on Elementor Form Submission’.

• Select a folder to save your workflow.
• Click ‘Create’ to proceed.

This takes you to the workflow setup page where you will define the trigger and action for your integration. The trigger will be the event that initiates the workflow.

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3. Setting Up the Trigger with Elementor

In this step, you will set up the trigger for your workflow using Pabbly Connect. Search for the trigger application, which in this case is Elementor, and select it.

Choose the trigger event as ‘New Form Submission’. This means that every time a new form is submitted through Elementor, it will trigger the workflow. You will then connect Elementor with Pabbly Connect using a webhook URL provided in the setup process.

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4. Connecting the Elementor Form to Pabbly Connect

Next, go to your Elementor account where you have created the registration form. Click on the pencil icon to edit the form. Scroll down to ‘Actions After Submit’ and add a new action by selecting ‘Webhook’.

• Paste the webhook URL copied from Pabbly Connect.
• Save the changes and publish the form.

This connection allows every new form submission to send data to Pabbly Connect, which will then process it to create an invoice in Zoho Books.

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5. Creating an Invoice in Zoho Books

After receiving the form submission details in Pabbly Connect, the next step is to create an invoice in Zoho Books. Search for the action application, which is Zoho Books, and select it.

Choose the action event as ‘Create Sales Invoice’. You will need to map the details from the Elementor form submission to the invoice fields in Zoho Books. This includes customer information, course name, and amount.

Finally, test the setup by submitting a new form entry. Once the form is submitted, check Zoho Books to confirm that the invoice has been created successfully based on the details provided in the Elementor form.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to seamlessly integrate Elementor and Zoho Books for automatic invoice creation. By following these steps, you can enhance your workflow and save time on manual invoicing.

Learn how to integrate Mojo with Pabbly Connect and automate subscriber creation in Aweber with this detailed tutorial. Follow the exact steps for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Mojo with Pabbly Connect, first, access the Pabbly Connect platform by visiting the official website. You can sign in or create a new account to start using the features of Pabbly Connect.

Once logged in, navigate to the dashboard where you can manage your workflows. You’ll find options to create new workflows which will allow you to set up the integration between Mojo and Aweber. This process is crucial for automating subscriber creation whenever a payment is made.

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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 it appropriately, such as ‘Mojo Payment to Aweber Subscriber’. Select a folder to save your workflow.

• Click on the ‘Create’ button to proceed.
• You will see two boxes for Trigger and Action.
• Set Mojo as the Trigger application and Aweber as the Action application.

Once the workflow is created, you will set the trigger event to ‘New Successful Payment’ in Mojo. This configuration will ensure that every time a payment is made, the workflow is activated.

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3. Connecting Mojo with Pabbly Connect

To connect Mojo with Pabbly Connect, you will need to use the webhook URL provided by Pabbly. This URL serves as a bridge between Mojo and Pabbly Connect.

Navigate to your Mojo account, click on ‘Smart Pages’, and select the page you want to connect. Under the page settings, find the webhooks section where you can paste the webhook URL from Pabbly Connect. Ensure that you select the option for successful payments to trigger the workflow.

• Remove any existing webhook URLs to avoid conflicts.
• Click ‘Save and Update’ to finalize the changes.

After saving, return to Pabbly Connect where you will see a message indicating that it is waiting for a response from the webhook. This means your connection is successfully established.

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4. Testing the Integration

Now that you have connected Mojo to Pabbly Connect, it’s time to test the integration. Go back to your Mojo page and make a test payment using dummy details.

Fill in the required fields and proceed to payment. After making the payment, check Pabbly Connect to see if it captures the response. This step is essential to confirm that the webhook is functioning as expected.

Enter your details such as name, email, and phone number. Select your payment method and complete the transaction.

If the response appears in Pabbly Connect, it confirms that the integration is working correctly and is ready for the next step.

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5. Creating a Subscriber in Aweber

With the successful payment confirmed in Pabbly Connect, the next step is to create a subscriber in Aweber. In your Pabbly workflow, set Aweber as the action application and select the ‘Add or Update Subscriber’ action.

Connect your Aweber account by authorizing access. Once connected, you need to map the fields from the Mojo payment response to the Aweber subscriber fields. This includes the full name, email, and phone number.

Use the mapping feature to dynamically input the data from the payment response. Click ‘Save and Send Test Request’ to finalize the subscriber creation.

After completing these steps, check your Aweber account to verify that the subscriber has been created successfully. This confirms that the integration between Mojo, Aweber, and Pabbly Connect is fully operational.

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Conclusion

In this tutorial, we explored how to integrate Mojo with Pabbly Connect to automate subscriber creation in Aweber. By following these detailed steps, you can streamline your payment processing and subscriber management effectively.