Author: Rajpal Tomar

Learn how to automate the integration of Google Ads leads into CleverTap using Pabbly Connect. Step-by-step guide with detailed instructions. 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. Setting Up Pabbly Connect for Integration

To begin the integration process using Pabbly Connect, you first need to create an account. You can sign up for free and access the dashboard. This platform allows you to automate tasks and connect various applications seamlessly.

Once you have logged into Pabbly Connect, click on the ‘Create Workflow’ button. Here, you can name your workflow. For this example, let’s name it ‘Google Ads to CleverTap’. After naming, select the appropriate folder for your workflow and click on ‘Create’ to proceed.

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2. Setting Up Google Ads as the Trigger in Pabbly Connect

The next step involves setting up Google Ads as the trigger in Pabbly Connect. In the trigger window, search for ‘Google Ads’ and select it. Choose the event as ‘New Lead Form Entry’ to capture new leads generated from your Google Ads.

After selecting the trigger event, Pabbly Connect will provide a webhook URL. This URL is crucial as it connects your Google Ads lead form to Pabbly Connect. Copy this webhook URL and navigate to your Google Ads account. In your lead form settings, scroll down to the lead delivery options and paste the webhook URL in the designated field.

• Access your Google Ads account.
• Navigate to the lead form settings.
• Paste the webhook URL in the lead delivery options.

After pasting the URL, send a test data to ensure the connection works. You should see the response from Google Ads in Pabbly Connect, confirming that the integration is successful.

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3. Setting Up CleverTap as the Action in Pabbly Connect

Now, you will set up CleverTap as the action in Pabbly Connect. In the action window, search for ‘CleverTap’ and select it. Choose the action event as ‘Create or Update User Profile’. This step will allow you to add the new lead details into your CleverTap account.

To connect CleverTap with Pabbly Connect, you need to enter your CleverTap account ID and passcode. These details can be found in your CleverTap account settings. After inputting these details, select the appropriate region for your CleverTap account and click on ‘Save’ to establish the connection.

• Enter your CleverTap account ID.
• Input your CleverTap passcode.
• Select the appropriate region from the dropdown.

After saving, you will need to map the lead details from Google Ads to the user profile fields in CleverTap. This ensures that the correct information is sent to CleverTap when a new lead is generated.

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4. Mapping Lead Details from Google Ads to CleverTap

In this step, you will map the lead details from Google Ads to CleverTap using Pabbly Connect. In the mapping section, you will need to specify the unique object ID for each lead. You can use either the lead ID received from Google Ads or the email address as the unique identifier.

Next, you will need to enter the profile data for the new user. This includes the lead’s name, email address, and mobile number. You must format this data correctly in the mapping fields, using the specified syntax to ensure that Pabbly Connect can process it accurately.

Use the lead ID or email as the unique identifier. Enter the name in the format: ‘name’: ‘First Last’. Map the email and mobile number in the same format.

Once all details are mapped, click on ‘Save and Send Test Request’ to verify that the user profile is created successfully in CleverTap. If successful, you will receive a confirmation response indicating that the lead has been added.

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5. Verifying the Integration in CleverTap

After setting up the integration through Pabbly Connect, it’s time to verify that the leads are being added to CleverTap correctly. Go to your CleverTap account and navigate to the segments section. Search for the email address of the lead you just added to confirm that the integration is functioning as expected.

You should see the lead details, including the name, email, and mobile number, reflecting the information captured from Google Ads. This verification step ensures that your automation is working flawlessly, allowing you to manage leads efficiently in CleverTap.

With the integration set up, every time a new lead is generated through Google Ads, Pabbly Connect will automate the process of adding that lead to your CleverTap account, streamlining your lead management process.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration of Google Ads leads into CleverTap. By following these steps, you can efficiently manage your leads and enhance user engagement.

Learn how to enroll users from FlexiFunnels into Graphy using Pabbly Connect with this detailed tutorial. Automate your course enrollment process effectively! 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. Setting Up Pabbly Connect for FlexiFunnels and Graphy Integration

To start the integration process, first, you need to set up Pabbly Connect. This powerful automation platform enables seamless connections between FlexiFunnels and Graphy. Begin by signing up for a free account on Pabbly Connect, which can be done in just a few minutes.

Once you have logged into your Pabbly Connect account, navigate to the dashboard. Here, click on the ‘Create Workflow’ button and name your workflow, for instance, ‘FlexiFunnels to Graphy.’ This name will help you identify the integration easily in the future.

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2. Configuring the Trigger for FlexiFunnels Purchases

In this section, you will set up the trigger to capture new purchases made through FlexiFunnels. Select FlexiFunnels as the app in your Pabbly Connect workflow and choose ‘New Purchase’ as the trigger event. This setup allows Pabbly Connect to listen for any new sales made.

• Select FlexiFunnels from the app list.
• Choose ‘New Purchase’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your FlexiFunnels account, navigate to the products section, and select the product for which you want to set up this automation. Paste the copied webhook URL into the designated field for webhooks and save the changes. This action establishes the connection between FlexiFunnels and Pabbly Connect, enabling the automation to work.

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3. Capturing Purchase Details in Pabbly Connect

After saving the webhook URL, the next step is to test the trigger by making a test purchase on your FlexiFunnels sales page. Fill in the required customer details and complete the order. This will send the purchase data to Pabbly Connect, which will capture the details of the transaction.

Once the purchase is completed, return to your Pabbly Connect workflow. You should see the details captured in the trigger step, including customer name, email, transaction ID, and other relevant information. This confirms that the trigger is functioning correctly.

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4. Enrolling the Customer in Graphy

Now that you have captured the purchase details, the next action is to enroll the customer as a learner in Graphy. In the action step of your Pabbly Connect workflow, select Graphy as the app and choose ‘Create Learner’ as the action event. This action allows you to add the customer to your Graphy account automatically.

• Connect your Graphy account by entering the API key and merchant ID.
• Map the email, name, and mobile number fields from the captured purchase data.
• Click ‘Save and Send Test Request’ to finalize the enrollment.

After completing these steps, check your Graphy account under the learners section. You should see the newly added learner with the details you mapped from the purchase data. This indicates successful enrollment through Pabbly Connect.

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5. Finalizing the Automation Workflow

The last step in this integration is to enroll the learner into a specific course in Graphy. In the action step, again select Graphy and this time choose ‘Enroll Learner to Course’ as the action event. This will allow you to specify which course the learner should be enrolled in.

Map the learner’s email and the course URL, which you can obtain from your Graphy account. After entering this information, click on ‘Save and Send Test Request.’ Once this is done, the learner will be officially enrolled in the specified course.

To verify, check the learners section of your Graphy course to confirm that the new learner appears there. This confirms that the entire automation workflow is functioning correctly, allowing you to automatically enroll customers who purchase through FlexiFunnels into your Graphy courses using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the enrollment of customers from FlexiFunnels into Graphy. This integration not only saves time but also ensures that your learners are automatically added to your courses, enhancing your educational offerings.

Learn how to automate Pipedrive person creation from Cognito Forms submissions using Pabbly Connect. 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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Accessing Pabbly Connect for Integration

To automate the creation of a Pipedrive person from Cognito Forms submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for a free account that offers 100 free tasks every month.

Once logged in, you will see the Pabbly Connect dashboard. Here, you will find various applications available for integration. Click on the ‘Access Now’ button for Pabbly Connect to begin your automation journey.

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Creating a Workflow in Pabbly Connect

To set up the automation, you’ll need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for the workflow name and folder selection.

• Name your workflow as ‘Create Pipedrive Person on Cognito Form Submission’.
• Select a folder to save your workflow, such as ‘Pipedrive Automations’.

After filling in the details, click on the ‘Create’ button. This creates your workflow with a trigger and action window, which are essential for the automation process.

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Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select ‘Cognito Forms’ as your trigger application. The trigger event you need to choose is ‘New Entry’, which captures new form submissions automatically.

Upon selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as it will be used to connect Cognito Forms to Pabbly Connect. Log into your Cognito Forms account, navigate to the form settings, and enable the ‘Post JSON Data to Website’ option.

• Paste the copied webhook URL into the ‘Submit Entry Endpoint’ field.
• Save the changes to your form settings.

After saving, return to your workflow in Pabbly Connect, where you will see a status indicating it is waiting for a webhook response.

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Setting Up the Action Step in Pabbly Connect

Now that the trigger is set, we will configure the action step in Pabbly Connect. Choose ‘Pipedrive’ as your action application and select the action event as ‘Create Person’. This action will add the lead as a contact in your Pipedrive account.

Click on the ‘Connect’ button to establish a connection between Pipedrive and Pabbly Connect. You will be prompted to enter your Pipedrive API token. To find this token, log into your Pipedrive account, go to your profile icon, select ‘Personal Preferences’, and then navigate to the ‘API’ section to copy the token.

Paste the API token into the designated field in Pabbly Connect. Map the necessary fields such as name, email, and phone number from the previous step to create a new person in Pipedrive.

After mapping the fields, click on the ‘Save and Send Test Request’ button to verify the connection.

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Testing the Integration in Pabbly Connect

To confirm that everything is working as expected, perform a test submission using your Cognito Form. Fill out the form with test lead details and submit it. You should see a confirmation message indicating that the form submission was successful.

Return to your Pabbly Connect workflow and check if the webhook response has been captured. If successful, you will see the details of the test submission displayed in the workflow. This indicates that the integration between Cognito Forms and Pipedrive via Pabbly Connect is functioning correctly.

Finally, log into your Pipedrive account and refresh the page. You should see the new person created with the details from your test submission. This confirms your automation setup is complete and operational.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of a Pipedrive person from Cognito Forms submissions using Pabbly Connect. This integration streamlines your workflow, saving time and reducing errors. By following the steps outlined, you can efficiently manage your leads and enhance your productivity.

Learn how to automate the process of creating or updating Encharge persons on Wix Forms submission using Pabbly Connect. Follow this step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create or update an Encharge person on Wix Forms submission, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website in your browser and signing in or creating a new account if you haven’t already.

Once logged in, you will see the dashboard where you can create a new workflow. This is essential for automating the process of integrating Wix Forms with Encharge using Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow according to your objective, such as ‘Create or Update Encharge Person on Wix Form Submission’.

• Select the appropriate folder for your workflow.
• Click on ‘Create’ to proceed to the workflow setup.
• This will lead you to the trigger and action setup interface.

In this interface, you will set up the trigger, which in this case is Wix Forms. This is how Pabbly Connect facilitates the connection between the two applications, allowing for seamless data transfer.

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3. Setting Up the Trigger in Pabbly Connect

The next step is to set up the trigger for the workflow in Pabbly Connect. Search for ‘Wix Forms’ in the trigger application section and select it. The trigger event should be set to ‘New Form Submission’.

After selecting the trigger event, you will need to connect your Wix Forms with Pabbly Connect. This is done by copying the provided webhook URL from Pabbly Connect and pasting it into your Wix account’s automation settings.

• Navigate to your Wix account and find the Automations section.
• Create a new automation and set the trigger to Wix Forms.
• Paste the copied webhook URL into the target URL field.

This connection allows Pabbly Connect to receive data from Wix Forms every time a new form submission occurs, ensuring that your Encharge account is updated accordingly.

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4. Setting Up the Action in Pabbly Connect

Now that the trigger is set up, you need to define the action in Pabbly Connect. Search for and select ‘Encharge’ as the action application. The action event should be set to ‘Add or Update Person’.

After selecting the action event, you will need to connect your Encharge account with Pabbly Connect. Click on ‘Connect’ and allow access to your Encharge account. This step is crucial for enabling data transfer between the two platforms.

Map the fields from the Wix Forms submission to the corresponding fields in Encharge. Ensure that all required fields are filled accurately. Save the settings and send a test request to verify the integration.

By completing these steps, Pabbly Connect ensures that every new form submission on Wix is reflected in your Encharge account, either by creating a new person or updating existing details.

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5. Testing and Verifying the Integration

Once you have set up the trigger and action, it’s time to test the integration using Pabbly Connect. Fill out your Wix form with sample data and submit it. This will trigger the workflow you created.

After submission, check your Pabbly Connect dashboard to see if the new form submission details have been received. If successful, you should see the data reflected in your Encharge account, confirming that the integration works as intended.

To verify, log into your Encharge account and check the people section. You should see the new person created or the existing person updated based on your form submission.

This testing phase is crucial to ensure that Pabbly Connect is functioning properly and that your Wix Forms submissions are being accurately processed into Encharge.

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Conclusion

In this tutorial, we explored how to automate the process of creating or updating an Encharge person on Wix Forms submission using Pabbly Connect. By following these steps, you can streamline your workflow and ensure that your leads are managed efficiently. This integration not only saves time but also enhances customer relationship management.

Learn how to integrate Cognito Forms with Zoho CRM using Pabbly Connect for automated contact creation on form submissions. 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. Introduction to Pabbly Connect for Automation

Pabbly Connect is a powerful automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will use Pabbly Connect to automate the process of creating a Zoho CRM contact whenever a new submission is received through Cognito Forms. This integration helps streamline your workflow and ensures that no lead is missed.

By connecting Cognito Forms to Zoho CRM through Pabbly Connect, you can easily manage inquiries and contact details without manual data entry. This not only saves time but also reduces errors, making your contact management process more efficient.

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2. Setting Up Pabbly Connect for Integration

To start integrating Cognito Forms with Zoho CRM, first, access Pabbly Connect. You can visit the Pabbly homepage and sign in or create a new account. Once logged in, navigate to the dashboard where you can create a new workflow.

• Click on the ‘Create Workflow’ button in the top right corner.
• Name your workflow, for example, ‘Create Zoho CRM Contact on Cognito Forms Submission’.
• Select a folder to save your workflow, such as ‘Contacts’.

After setting up your workflow, you will define the trigger and action. The trigger will be a new entry from Cognito Forms, and the action will be to create a contact in Zoho CRM using Pabbly Connect.

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3. Connecting Cognito Forms to Pabbly Connect

To connect Cognito Forms as your trigger application, select it from the list in Pabbly Connect. Choose the trigger event as ‘New Entry’. This means that every time a new form submission is received, Pabbly Connect will initiate the workflow.

Once you select the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL and head over to your Cognito Forms account. In the form settings, find the option to post JSON data to a website and paste the webhook URL there. Make sure to save and publish the changes.

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4. Mapping Data to Zoho CRM

After setting up the trigger, the next step is to connect your Zoho CRM account as the action application in Pabbly Connect. Select Zoho CRM and choose the action event as ‘Create Contact’. This action will automatically add a new contact in Zoho CRM whenever a new entry is captured from Cognito Forms.

To establish the connection, click on ‘Connect with Zoho CRM’ and enter your Zoho domain. Once connected, you will need to map the fields from Cognito Forms to the corresponding fields in Zoho CRM. This includes first name, last name, email, and phone number.

• Select the lead source, such as ‘Advertisement’.
• Map the first name, last name, email, and phone number from the Cognito Forms submission.
• Leave any non-required fields blank.

Once the mapping is complete, click on ‘Save and Send Test Request’ to ensure everything is functioning correctly. You should receive a successful response indicating that the contact has been created in Zoho CRM.

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5. Verifying the Integration in Zoho CRM

After successfully mapping the data and receiving a test response, it’s time to verify if the contact has been created in your Zoho CRM account. Refresh your Zoho CRM contacts page to see if the new entry appears with the details provided during the test submission.

Using Pabbly Connect, you can ensure that every new form submission is automatically added to your Zoho CRM, allowing you to follow up with leads promptly. This integration not only saves time but also enhances your workflow efficiency significantly.

In summary, by using Pabbly Connect to connect Cognito Forms and Zoho CRM, you automate the process of capturing leads and managing contacts effectively. This ensures that no inquiries are missed and helps maintain an organized contact management system.

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Conclusion

In this tutorial, we explored how to create a Zoho CRM contact on Cognito Forms submission using Pabbly Connect. This integration streamlines your workflow by automating contact creation, ensuring efficiency in managing inquiries and leads. By following these steps, you can enhance your business operations significantly.

Learn how to integrate Google Ads with AWeber using Pabbly Connect to automate lead generation and subscriber management seamlessly. 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. Setting Up Pabbly Connect for Google Ads Integration

To start the integration of Google Ads with AWeber, we will use Pabbly Connect. This software automates the process of adding new leads from Google Ads to your AWeber account. First, visit the Pabbly Connect homepage and either sign in or create a new account.

After logging in, you will see the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located in the top right corner to begin setting up your integration workflow. Name your workflow appropriately, such as ‘Google Ads Leads as Subscribers,’ and select a folder for organization.

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2. Creating the Trigger in Google Ads

In this section, we will set up the trigger for Google Ads in Pabbly Connect. The trigger will activate whenever a new lead form entry is submitted through your Google Ads. Select ‘Google Ads’ as the trigger application.

• Choose the trigger event as ‘New Lead Form Entry’.
• Copy the webhook URL provided by Pabbly Connect.
• Log into your Google Ads account.
• Navigate to your campaign and create a new lead form.

In the lead form settings, paste the copied webhook URL into the lead delivery options. This integration ensures that every time a potential client fills out the lead form, their information is sent directly to Pabbly Connect.

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3. Adding AWeber as the Action Step

Now that we have set up Google Ads as the trigger, we will configure AWeber as the action step in Pabbly Connect. This step involves adding new leads as subscribers to your AWeber account. Select ‘AWeber’ as the action application.

Choose the action event as ‘Add or Update a Subscriber’. You will need to connect your AWeber account to Pabbly Connect. Click on ‘Connect AWeber’ and follow the prompts to authorize access. Once connected, select the list where you want to add the new subscribers.

Map the fields from the Google Ads lead form to the AWeber fields. For example, map the first name, last name, email, and city fields accordingly. This ensures that all relevant information is captured and sent to your AWeber account.

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4. Testing the Integration Workflow

After mapping the fields, it’s essential to test the integration to ensure everything works correctly. In Pabbly Connect, send a test lead through your Google Ads lead form. This will help verify that the information is properly received and processed.

Once the test data is sent, check your AWeber account to confirm that the new subscriber is added successfully. You should see the first name, last name, email, and city information populated correctly in your subscriber list.

If you encounter any errors, review the field mappings and ensure that the correct data is being sent from Google Ads to AWeber. Adjust accordingly and retest until the integration functions smoothly.

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5. Conclusion: Automating Lead Generation with Google Ads and AWeber

In this tutorial, we demonstrated how to integrate Google Ads with AWeber using Pabbly Connect. By automating this process, you can efficiently manage new leads and convert them into subscribers without manual effort. This integration allows for immediate follow-up with potential clients, enhancing your marketing efforts.

Utilizing Pabbly Connect not only saves time but also streamlines your lead generation process. By following the steps outlined, you can set up this automation and focus more on growing your business.

Learn how to automate failed Razorpay payments to Airtable using Pabbly Connect. Step-by-step guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating failed Razorpay payments, access Pabbly Connect by visiting its official website. You can sign in or sign up for a new account to utilize its features.

After signing in, you will be directed to the Pabbly Connect dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to begin the integration process.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a workflow that connects Razorpay and Airtable using Pabbly Connect. Name your workflow appropriately, such as ‘Failed Razorpay Payments to Airtable’.

• Select the folder for your workflow.
• Click on ‘Create’ to set up the workflow.
• Choose Razorpay as the trigger application.

Once you’ve selected Razorpay, set the trigger event to ‘Payment Failed’. This event will initiate the workflow whenever there is a failed payment in Razorpay.

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3. Connecting Razorpay to Pabbly Connect

To connect Razorpay to Pabbly Connect, you will need to create a webhook URL. This URL acts as a bridge between Razorpay and Pabbly Connect.

Go to your Razorpay account, navigate to the ‘Developers’ section, and select ‘Webhooks’. Here, click on ‘Add New Webhook’. Paste the webhook URL provided by Pabbly Connect and select the event as ‘Payment Failed’. After that, click ‘Create Webhook’.

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4. Testing the Integration with a Failed Payment

Once the webhook is set up, it’s time to test the integration. Trigger a failed payment by using an incorrect UPI ID on the Razorpay payment page. using Pabbly Connect

• Enter the payment details and submit a payment.
• Ensure that the payment fails to generate a webhook response.
• Check back in Pabbly Connect to see if the response is received.

If successful, the details of the failed payment will appear in your Pabbly Connect workflow, confirming that the connection is established.

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5. Adding Failed Payment Details to Airtable

After confirming that the webhook is working, the next step is to add the payment details to Airtable. In your Pabbly Connect workflow, select Airtable as the action application. using Pabbly Connect

Choose the ‘Create Record’ action event. Connect your Airtable account to Pabbly Connect, selecting the base and table where you want to store the data. Use the mapping feature to dynamically insert the payment details received from Razorpay.

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Conclusion

This tutorial demonstrated how to automate the process of adding failed Razorpay payment details to Airtable using Pabbly Connect. By following these steps, you can streamline your payment processing and data management efficiently.

Learn how to automate adding contacts to GoHighLevel from Contact Form 7 submissions using Pabbly Connect. Step-by-step guide included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To create or update a GoHighLevel contact on Contact Form 7 submission, the first step is to access Pabbly Connect. This integration platform allows you to automate tasks without coding. Simply visit the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser.

Once on the homepage, you will see options to sign in or sign up for free. If you are a new user, click on ‘Sign Up for Free’ to create an account. After signing up, you will receive 100 free tasks each month to explore the features of Pabbly Connect.

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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 a dialog box will prompt you to name your workflow. Enter a name like ‘Create or Update GoHighLevel Contact on Contact Form 7 Submission’.

Select a folder for your workflow related to lead management, then click ‘Create’. You will be directed to a screen where you can set up the trigger and action for your workflow.

• Choose ‘Contact Form 7’ as the trigger application.
• Select the trigger event as ‘New Form Submission’.
• This will capture responses when a form is submitted.

Once you have set up the trigger, Pabbly Connect will provide you with a webhook URL to connect with your Contact Form 7.

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Setting Up Contact Form 7 with Pabbly Connect

To connect Contact Form 7 with Pabbly Connect, navigate to your WordPress site where you have installed the Contact Form 7 plugin. Open the specific form you want to connect and go to the ‘Webhook’ section.

In the webhook settings, check the option to integrate and send to the webhook. Paste the webhook URL obtained from Pabbly Connect into the designated field and click ‘Save’. This ensures that every submission from your form is sent to Pabbly Connect.

• Make sure to test the connection by submitting the form with sample data.
• Check Pabbly Connect to ensure the response is captured successfully.

Once the form submission is successful, you can proceed to the next step of integrating with GoHighLevel.

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Integrating GoHighLevel with Pabbly Connect

The next step involves setting up the action in Pabbly Connect to create or update a contact in GoHighLevel. Choose ‘Lead Connector V2’ as the action application.

Select the action event as ‘Create or Update Contact’. This allows you to add new contacts or update existing ones based on the submissions received from Contact Form 7. Click on ‘Connect’ to establish the connection.

You will need to authorize your GoHighLevel account. Map the fields from the Contact Form 7 submission to the GoHighLevel contact fields.

After mapping the fields, click ‘Save and Send Test Request’. Verify that the contact is created or updated in your GoHighLevel account successfully.

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Testing the Automation Workflow

Once the integration is complete, it is crucial to test the automation workflow to ensure everything functions correctly. Go back to your Contact Form 7 and submit the form again with different sample data.

After submission, check your GoHighLevel account to confirm that the new contact has been added successfully. This verification step is essential to ensure that Pabbly Connect is working as intended.

By following these steps, you can automate the process of adding contacts from Contact Form 7 submissions to GoHighLevel effectively. This integration not only saves time but also enhances your lead management process.

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Conclusion

Using Pabbly Connect, you can automate the process of creating or updating GoHighLevel contacts on Contact Form 7 submissions seamlessly. This setup enhances efficiency and ensures accurate lead management for your business.

Learn how to automate the integration between Cognito Forms and InCharge using Pabbly Connect. Follow this detailed guide for seamless user management. 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 integrate Cognito Forms and InCharge, you must first access Pabbly Connect. Open your browser and navigate to Pabbly Connect’s website. If you don’t have an account, you can sign up for free, which only takes a couple of minutes.

Once you’re on the Pabbly Connect landing page, you’ll see options to either sign in or sign up. If you choose to sign up, you’ll receive 100 free tasks each month, which is perfect for testing your integrations. After logging in, you will be directed to the Pabbly Connect dashboard.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will need to create a new workflow to automate the integration between Cognito Forms and InCharge. Click on the ‘Create Workflow’ button, and a new window will pop up for you to name your workflow. using Pabbly Connect

• Name your workflow appropriately, for example, ‘Create or Update InCharge Person on Cognito Form Submission’.
• Select the folder where you want to save your workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see the trigger and action boxes. The trigger represents the event that starts the workflow, while the action is what happens as a result. Here, you will set up Cognito Forms as the trigger application.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, search for ‘Cognito Forms’ in the trigger application box. Once selected, choose the event ‘New Entry’ as your trigger event. This event will activate whenever a new submission is made in your Cognito form.

Next, you need to connect Cognito Forms with Pabbly Connect. This is done using a webhook URL generated by Pabbly Connect. Copy the webhook URL provided and proceed to your Cognito Forms account.

• Open the specific form you want to connect.
• Enable the option to post JSON data to a website.
• Paste the copied webhook URL in the submit entry endpoint tab of your Cognito form.

After saving these settings, return to Pabbly Connect, where it will now wait for the response from the webhook. This step is crucial for ensuring that data from Cognito Forms is sent to Pabbly Connect.

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4. Setting Up the Action in Pabbly Connect

Now that the trigger is set, you need to configure the action. In the action application box, search for ‘InCharge’ and select it. Choose ‘Add or Update Person’ as your action event. This is where the integration takes the data received from Cognito Forms and updates or creates a new person in your InCharge account.

To connect InCharge with Pabbly Connect, click on the connect button and authorize the connection to allow Pabbly Connect access to your InCharge account. Once connected, you will see fields to map the data from the Cognito form submission to the corresponding fields in InCharge.

Map the first name, last name, email, and phone number from the Cognito form response. Ensure that all required fields in InCharge are filled with data from the form submission.

After mapping the fields, click on ‘Save and Test’ to see if the integration works correctly. A positive response indicates that a new person has been created or updated in InCharge using the details from the Cognito form submission.

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5. Conclusion: Automating Your Workflow with Pabbly Connect

In this tutorial, you have learned how to automate the integration between Cognito Forms and InCharge using Pabbly Connect. By following the steps outlined, you can streamline your user management process, ensuring that every new form submission updates your InCharge account seamlessly.

This integration not only saves time but also enhances your marketing efficiency by keeping your contact list accurate and up-to-date. With Pabbly Connect, you can easily manage user data without manual entry, allowing you to focus on growing your business.

By implementing this automation, you ensure that no lead or customer is overlooked, making your operations more efficient and effective.

Learn how to automate adding leads from Facebook Lead Ads to CleverTap using Pabbly Connect with this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Lead Automation

Pabbly Connect is an excellent automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will explore how to add new leads from Facebook Lead Ads to CleverTap as users using Pabbly Connect. This integration helps in managing leads effectively and ensuring user engagement through CleverTap.

To get started, you will need a Pabbly Connect account. Simply sign up for a free account, which you can set up in just a few minutes. Once you access the Pabbly Connect dashboard, you can begin creating an automation workflow to connect your Facebook Lead Ads with CleverTap.

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2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button on your dashboard. Here, you can name your workflow, for example, ‘Facebook Lead Ads to CleverTap.’ After naming your workflow, select the appropriate folder to save it in and click on ‘Create.’

• Click on ‘Create Workflow’
• Name your workflow (e.g., ‘Facebook Lead Ads to CleverTap’)
• Select the folder to save the workflow

Once the workflow is created, you will see two sections: the trigger window and the action window. The trigger window is where you will set up Facebook Lead Ads as the source of new leads, while the action window will be used to send these leads to CleverTap.

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3. Setting Up Facebook Lead Ads Trigger in Pabbly Connect

In the trigger window of Pabbly Connect, search for Facebook Lead Ads. Select it as the app and choose the trigger event as ‘New Lead Instant.’ Click on ‘Connect’ to proceed.

Next, you will need to connect your Facebook account. Click on the button labeled ‘Connect with Facebook Lead Ads’ and select the Facebook account associated with the page running your ads. After connecting, select the Facebook page (for example, ‘Hub Real Estate’) and the lead generation form from which you want to capture leads. Finally, click on ‘Save and Send Test Request’ to test the connection.

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4. Adding Leads to CleverTap Using Pabbly Connect

After successfully setting up the trigger, it’s time to configure the action to add leads to CleverTap. In the action window of Pabbly Connect, search for CleverTap and select it. Choose the action event as ‘Create or Update User Profile’ and connect your CleverTap account.

• Enter your CleverTap Account ID and Passcode
• Select the appropriate region for your CleverTap account
• Map the details from Facebook Lead Ads to CleverTap fields

Make sure to map the email address from the Facebook lead as the unique object ID. This ensures that each lead is added or updated correctly in your CleverTap account. After mapping all necessary fields, click on ‘Save and Send Test Request’ to finalize the setup.

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5. Testing the Integration Between Facebook Lead Ads and CleverTap

To ensure that the integration between Facebook Lead Ads and CleverTap is working, you can generate test leads using the Facebook Lead Ads testing tool. After creating a test lead, you should see the details reflected in your CleverTap account.

Simply search for the email address of the test lead you generated in CleverTap’s segment section. If everything is set up correctly, you should find the same user profile created with the details you submitted. This confirms that the automation workflow created using Pabbly Connect is functioning as intended.

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Conclusion

In this tutorial, we explored how to add new leads from Facebook Lead Ads to CleverTap using Pabbly Connect. By automating this process, you can streamline lead management and enhance user engagement effectively. This integration not only saves time but also ensures that your leads are handled efficiently.