Author: Rajpal Tomar

Learn how to automate lead management by integrating Indiamart leads with Salesforce using Pabbly Connect in this detailed tutorial. 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, access Pabbly Connect by visiting the official website. Once there, you can sign in or create a new account. If you’re an existing user, click on the ‘Sign In’ option in the top right corner. For new users, signing up will provide you with 100 free tasks monthly.

After signing in, you will be directed to the dashboard. Here, locate the Pabbly Connect option and click on it to access your workflows. You can create folders for better organization by clicking on the plus icon. To start a new workflow, click on ‘Create Workflow’ and name it accordingly for easy identification.

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2. Setting Up Trigger and Action in Pabbly Connect

In this section, we will set up the trigger and action for our workflow. The trigger application will be Indiamart, and the action application will be Salesforce. To do this, select Indiamart as the trigger application and choose ‘New Leads’ as the trigger event. This means that whenever a new lead is generated in Indiamart, it will trigger the workflow.

• Select Indiamart as the trigger application.
• Choose ‘New Leads’ as the trigger event.
• Connect Pabbly Connect with Indiamart using the provided webhook URL.

Once the trigger is set, you will need to connect your Indiamart account to Pabbly Connect. This is done by copying the webhook URL into your Indiamart settings. Navigate to the lead manager on Indiamart, click on the three dots, and select ‘Import/Export Leads.’ From there, choose ‘Push API’ and enter the webhook URL in the designated field. Save the details and proceed to test the connection.

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3. Testing the Connection Between Indiamart and Pabbly Connect

After setting up the webhook URL in Indiamart, it’s essential to test the connection to ensure everything works smoothly. Go back to Pabbly Connect where you will see a message indicating that it is waiting for a webhook response. To test this, submit a test inquiry from your Indiamart profile.

• Open your Indiamart profile in incognito mode.
• Search for your business and click on ‘Contact Supplier.’
• Enter your inquiry message and submit.

Once the inquiry is submitted, check your Pabbly Connect dashboard again. If the connection is successful, you should see the inquiry details captured in the webhook response. This confirms that the integration between Indiamart and Pabbly Connect is working as intended.

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4. Adding Leads to Salesforce Using Pabbly Connect

After confirming the connection, the next step is to set up Salesforce as the action application. In Pabbly Connect, select Salesforce and choose ‘Create Lead’ as the action event. This action will automatically add the lead information received from Indiamart into your Salesforce account.

To connect Salesforce, click on ‘Connect’ and authorize Pabbly Connect to access your Salesforce account. Once connected, you will need to map the fields from the Indiamart inquiry to the Salesforce lead fields. This includes entering the first name, last name, email, and other relevant details.

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5. Conclusion: Automating Lead Management with Pabbly Connect

In this tutorial, we successfully demonstrated how to automate the process of adding Indiamart leads to Salesforce using Pabbly Connect. By following the steps outlined, you can streamline your lead management process, ensuring that every inquiry is captured and recorded efficiently.

Utilizing Pabbly Connect not only saves time but also enhances your business operations by ensuring that no lead goes unnoticed. Automating your workflows with these integrations can significantly improve your response times and overall customer satisfaction.

Learn how to automate WhatsApp messages for Indiamart inquiries using Pabbly Connect. Follow this detailed step-by-step tutorial to set up your integration effortlessly. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, visit the official website by typing Pabbly.com/connect in your browser. This platform is essential for integrating various applications like Indiamart and AI Sensei.

Once on the website, sign in to your existing account or sign up for free to access 100 tasks monthly. After logging in, navigate to the Pabbly Connect dashboard where you can manage your workflows.

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2. Creating Your Workflow in Pabbly Connect

Creating a workflow is crucial for automating your tasks. In Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Send WhatsApp Message to Indiamart Leads’.

• Choose the folder to save your workflow.
• Select the trigger application, which in this case is Indiamart.
• Set the trigger event to ‘New Lead’.

After configuring these settings, click on the ‘Create’ button to finalize your workflow setup.

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3. Connecting Indiamart to Pabbly Connect

To connect Indiamart with Pabbly Connect, you will need a Webhook URL. This URL acts as a bridge between Indiamart and Pabbly Connect. Copy the Webhook URL provided in the Pabbly Connect workflow.

Next, log into your Indiamart account. Navigate to the Lead Manager, select ‘Import/Export Leads’, and choose ‘Push API’. Here, you will enter the CRM platform name as ‘Pabbly Connect’ and paste the previously copied Webhook URL.

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4. Setting Up WhatsApp Messages with AI Sensei

After successfully connecting Indiamart, the next step is to set up WhatsApp messaging through AI Sensei using Pabbly Connect. In the action application, select AI Sensei and the action event as ‘Send Template Message’.

• Connect your AI Sensei account by entering the API key.
• Fill in the campaign name and select the message template you created.
• Use mapping to enter dynamic data from the Indiamart inquiry.

Click on ‘Save and Send Test Request’ to ensure the integration works correctly. You should receive a WhatsApp message confirming the setup.

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5. Testing Your Integration Workflow

Once everything is set up, it’s essential to test your integration. Use your Indiamart profile to send a test inquiry. This will trigger the automation set up in Pabbly Connect.

Check your WhatsApp to see if the automated message is received. If successful, the message should include the lead’s name and inquiry details, confirming that the integration works correctly.

Repeat this process with different inquiries to ensure consistent performance. This automated workflow saves time and enhances customer engagement for your business.

Conclusion

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

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In conclusion, using Pabbly Connect to automate WhatsApp messages for Indiamart inquiries streamlines your communication process and improves response times. By following this tutorial, you can effectively set up your automation and enhance your customer service experience.

Learn how to automate the creation of Flow contacts from Cognito Forms submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To start integrating Cognito Forms with Flow, you need to access Pabbly Connect. Simply type in the URL Pabbly.com/connect in your browser to reach the platform.

Upon landing on the homepage, you will find options to sign in or sign up for free. If you are a new user, click on the Sign up for free button to create an account. Existing users can sign in to access their dashboard.

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2. Create a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the Create Workflow button on your dashboard to begin.

A dialog box will appear prompting you to name your workflow. Enter a name like Create Flow Contacts on Cognito Form Submission and select a relevant folder for organization. Then, click on Create to proceed.

• Access your Pabbly Connect dashboard.
• Click on the Create Workflow button.
• Name your workflow and select a folder.

This will lead you to a blank workflow that requires you to set up a trigger and an action, which are essential for automating the process.

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3. Set Up the Trigger for Cognito Forms

The trigger in Pabbly Connect will be the Cognito Forms submission. To set this up, select Cognito Forms as your trigger application.

Next, choose the trigger event New Entry, which captures responses whenever a new form is submitted. After selecting this, you will receive a webhook URL that needs to be copied and inserted into your Cognito Forms settings.

• Select Cognito Forms as the trigger application.
• Choose the New Entry trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Now, navigate to your Cognito Forms account and paste the copied webhook URL into the form settings under the Post Form Data to a Website option. This step connects Cognito Forms to Pabbly Connect.

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4. Capture the Response in Pabbly Connect

After setting the webhook in Cognito Forms, it’s time to test the integration by submitting a test entry. Go back to your form and fill it out with dummy data, then submit it.

Once submitted, return to Pabbly Connect and check if the response has been captured successfully. You should see the details of the form submission, confirming that the connection is working.

Submit a test entry in your Cognito Form. Return to Pabbly Connect to check for the captured response. Verify that all details are correctly received.

With the response successfully captured, you can now proceed to set up the action that will add this information to Flow.

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5. Set Up the Action to Create Contacts in Flow

The final step is to set up the action in Pabbly Connect that will create a new contact in Flow. Choose Flow as your action application and select the action event Create CRM Account.

To establish the connection, click on Add New Connection and enter your Flow API key and account URL. These can be found in your Flow account settings under the API section.

Select Flow as the action application. Choose Create CRM Account as the action event. Enter your Flow API key and account URL.

After mapping the necessary fields such as first name, last name, and email from the captured response, save and send a test request. This will create a new contact in Flow based on the details submitted in the Cognito Form.

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Conclusion

This tutorial demonstrates how to effectively integrate Cognito Forms with Flow using Pabbly Connect. By following these steps, you can automate the process of adding new contacts based on form submissions, enhancing your lead management capabilities.

Utilizing Pabbly Connect streamlines your workflow and ensures that no lead is missed, allowing you to focus on converting inquiries into customers. Start automating your processes today for better efficiency!

Learn how to automate subscriber creation in Pabbly Connect from WooCommerce orders using Pabbly Connect. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for a free account which allows you to use 100 tasks each month.

Once logged in, you will see the dashboard with various applications. Click on the ‘Access Now’ button under Pabbly Connect to start creating your workflow for integrating WooCommerce and Pabbly Email Marketing.

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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 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 ‘Create Pabbly Email Marketing Subscriber from WooCommerce Order’.
• Select the folder for this workflow, ideally a folder named ‘WooCommerce Automations’.
• Click on the ‘Create’ button to finalize the workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. This setup will allow you to automate the process of adding subscribers to Pabbly Email Marketing whenever a new order is placed in WooCommerce.

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3. Setting Up Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow. Select ‘WooCommerce’ as the trigger application and choose ‘New Order Created’ as the trigger event. This will ensure that every time a new order is placed, Pabbly Connect captures the order details.

To connect your WooCommerce account to Pabbly Connect, you will need to copy the webhook URL provided. Go to your WooCommerce settings, navigate to the ‘Advanced’ tab, and click on ‘Webhooks’. Here, you can create a new webhook by providing the necessary details.

• Name the webhook ‘New Order’.
• Set the status to ‘Active’.
• Select ‘Order Created’ as the topic.
• Paste the webhook URL from Pabbly Connect into the URL field.

After saving the webhook, you can return to Pabbly Connect and click on the ‘Recapture’ button to confirm the connection is successful.

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4. Adding Subscribers to Pabbly Email Marketing

Once the trigger is set up and confirmed, the next step is to add the customer as a subscriber in Pabbly Email Marketing. Select Pabbly Email Marketing as the action application and choose ‘Add Subscriber’ as the action event.

You will need to connect your Pabbly Email Marketing account to Pabbly Connect. Click on the ‘Connect’ button and either select an existing connection or create a new one by entering the API token from your Pabbly Email Marketing account.

Choose the list where you want to add subscribers, such as ‘Marketing Campaign’. Map the email and name fields from the previous step to ensure the correct data is sent. Click on ‘Save and Send Test Request’ to finalize the action setup.

After successfully adding the subscriber, you can check your Pabbly Email Marketing account to confirm that the new subscriber has been added to your list automatically.

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5. Testing the Integration

The final step is to test the integration by placing a new order in WooCommerce. Create a test order by selecting a product and filling in the required customer details. Once the order is placed, Pabbly Connect should capture the order information.

Return to your Pabbly Connect workflow and check if the new subscriber has been added to your Pabbly Email Marketing list. Refresh the page in your email marketing account to see if the new subscriber appears correctly.

Ensure that all customer details are filled correctly during the test order. Check for any errors in the workflow if the subscriber is not added.

If everything works smoothly, you have successfully integrated WooCommerce with Pabbly Email Marketing using Pabbly Connect! This automation will save you time and ensure that all new customers are added to your email list automatically.

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Conclusion

In this tutorial, we have detailed how to integrate WooCommerce with Pabbly Email Marketing using Pabbly Connect. This process automates subscriber creation, ensuring efficient email marketing for your business. With this setup, you can focus on growing your business while Pabbly Connect handles the automation seamlessly.

Learn how to automate subscriber creation in Pabbly Connect from WooCommerce orders using Pabbly Connect. Step-by-step tutorial 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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1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you’re a new user, you can sign up for free and get 100 free tasks every month.

Once logged in, you’ll see the dashboard where you can choose different applications. Select Pabbly Connect by clicking the ‘Access Now’ button. This will take you to the workflow creation area where you can set up the automation.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate subscriber creation from WooCommerce orders. Click on the ‘Create Workflow’ button in the top right corner. A dialog box will appear asking for a workflow name and folder selection. using Pabbly Connect

• Name your workflow as ‘Create Pabbly Email Marketing Subscriber from WooCommerce Order’.
• Select the folder where you want to save this workflow.

After naming the workflow and selecting the folder, click the ‘Create’ button. This sets up your workflow with a trigger and action step, which are crucial for automation.

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3. Setting Up Trigger with WooCommerce

The next step is to set up the trigger for your workflow. Select ‘WooCommerce’ as the trigger application and choose ‘New Order Created’ as the trigger event. This means that whenever a new order is created in your WooCommerce account, Pabbly Connect will capture this event.

To connect your WooCommerce account to Pabbly Connect, you will receive a unique webhook URL. Copy this URL and go to your WooCommerce settings. Under the ‘Advanced’ section, click on ‘Webhooks’ to create a new webhook.

• Click on ‘Add Webhook’.
• Name the webhook as ‘New Order Place’ and set it to active.
• For the topic, select ‘Order Created’.
• Paste the copied webhook URL and save the webhook.

After saving, return to Pabbly Connect and click on ‘Recapture Webhook Response’ to ensure the connection is successful.

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4. Action Step: Adding Subscribers in Pabbly Email Marketing

Now that the trigger is set, the next step is to configure the action. Choose ‘Pabbly Email Marketing’ as the action application and select ‘Add Subscriber’ as the action event. This allows you to add customers who place orders in WooCommerce as subscribers in your Pabbly Email Marketing account.

Click on the ‘Connect’ button to establish a connection between Pabbly Connect and Pabbly Email Marketing. You will need to enter the API token from your Pabbly Email Marketing account. Copy the token and paste it into the connection setup in Pabbly Connect.

Select the email list where you want to add subscribers. Map the email and name fields from the WooCommerce order response.

After mapping the required fields, click on ‘Save and Send Test Request’. This will add the subscriber to your Pabbly Email Marketing account, confirming that the integration works smoothly.

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5. Testing the Integration

Finally, you need to test the integration to ensure everything is working correctly. Place a test order in your WooCommerce store. Fill in the customer details and complete the purchase.

After the order is placed, go back to Pabbly Connect and check the workflow. You should see that the new order details have been captured. Refresh your Pabbly Email Marketing account to confirm that the new subscriber has been added.

Repeat this process for additional test orders to ensure consistent performance. This integration will save you time by automating subscriber management, allowing you to focus on other aspects of your business.

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Conclusion

In this tutorial, we explored how to integrate WooCommerce with Pabbly Email Marketing using Pabbly Connect. By automating the subscriber creation process, you can enhance your email marketing efforts efficiently. This integration ensures your customer data flows seamlessly, allowing for targeted communication.

Learn how to automate subscriber creation in Pabbly Connect using Cashfree payments through Pabbly Connect in this detailed 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 begin integrating Cashfree payments with Pabbly Email Marketing, the first step is to access Pabbly Connect. After navigating to the Pabbly Connect website, you need to log in to your account. If you are new, signing up is free, allowing you to utilize 100 free tasks each month.

Once logged in, you will be directed to the Pabbly Connect dashboard, where you can see all available applications. Click on the ‘Access Now’ button next to Pabbly Connect to proceed to the main interface, where you can create your automation workflows.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate subscriber addition in Pabbly Email Marketing whenever a payment is made via Cashfree. 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. using Pabbly Connect

• Name your workflow as ‘Create P Email Marketing Subscriber on Cashfree Payment’.
• Select a folder for organization, such as ‘Cashfree Automations’.
• Click the ‘Create’ button to initiate the workflow.

Upon creation, you will see two windows labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the automation, while the action is what happens in response. For this integration, you will set Cashfree as the trigger application.

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3. Setting Up the Trigger with Cashfree

To set up the trigger, select Cashfree as your trigger application in Pabbly Connect. The trigger event will be set to ‘Payment via Form’ since you are collecting payments through forms created on Cashfree. This step is essential to ensure that each transaction is captured correctly.

After selecting Cashfree, you will receive a webhook URL from Pabbly Connect. Copy this URL and navigate to your Cashfree account. In the developer section, locate the webhooks area and add the copied webhook URL to create a connection between Cashfree and Pabbly Connect.

• Go to the ‘Webhooks’ section in Cashfree.
• Click on ‘Add Webhook Endpoint’ and paste the webhook URL.
• Test the connection to ensure it’s working correctly.

Once the webhook is successfully added, return to your Pabbly Connect workflow and capture the test response to confirm that the integration is functioning as intended.

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4. Setting Up the Action with Pabbly Email Marketing

With the trigger successfully set, the next step is to configure the action using Pabbly Email Marketing. Choose Pabbly Email Marketing as your action application and select the ‘Add Subscriber’ event. This action will automatically add new subscribers to your email list when a payment is made.

To establish the connection between Pabbly Connect and Pabbly Email Marketing, you will need an API token. You can find this token in your Pabbly Email Marketing account under the developer API section. Copy the token and paste it into the connection setup in Pabbly Connect.

Select the marketing list where subscribers will be added. Map the fields for email and name using data from the previous step. Click ‘Save and Send Test Request’ to finalize the action setup.

After completing these steps, you can check your Pabbly Email Marketing account to verify that the new subscriber has been added successfully.

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5. Testing the Integration

The final step is to test the integration to ensure everything works smoothly. Perform a test payment using Cashfree to simulate a real transaction. Fill in the required details such as name, email, and payment method, and complete the payment process.

Once the payment is processed, return to Pabbly Connect and refresh your workflow to see if the subscriber data has been captured accurately. You should see the details of the test payment, confirming that the integration is functioning as expected.

If successful, the subscriber will appear in your Pabbly Email Marketing account, indicating that the automation between Cashfree and Pabbly Email Marketing is now fully operational. This setup saves you time and ensures that your students receive timely updates without manual intervention.

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Conclusion

In this tutorial, you learned how to integrate Cashfree payments with Pabbly Email Marketing using Pabbly Connect. This automation allows you to add subscribers automatically whenever a payment is made, enhancing your email marketing efforts.

Learn how to integrate Stripe with Slack using Pabbly Connect. Follow our detailed tutorial for setting up automation workflows for specific payment links. 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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Setting Up Stripe Webhook Using Pabbly Connect

To set up a webhook in Stripe, start by accessing Pabbly Connect. This platform will facilitate the integration between Stripe and Slack. Begin by creating a new workflow in Pabbly Connect and selecting Stripe as your trigger application.

Next, select the trigger event as ‘Checkout Completed’. This event will allow Pabbly Connect to capture payment details when a checkout is successfully completed. Once selected, Pabbly Connect will provide you with a webhook URL that needs to be added to your Stripe account.

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Adding the Webhook in Stripe

After obtaining the webhook URL from Pabbly Connect, navigate to your Stripe account. In the test mode, go to the ‘Developers’ section and select ‘Webhooks’. Click on ‘Add Endpoint’ to set up the webhook.

In the endpoint setup, paste the webhook URL from Pabbly Connect. Make sure to select the event type that corresponds to the trigger you set up earlier. This ensures that Stripe sends payment details to Pabbly Connect whenever a checkout is completed.

• Select your Stripe account for the data source.
• Choose the specific event type for your automation.
• Click ‘Create Endpoint’ to finalize the setup.

With the webhook now added, Stripe will send payment responses to the webhook URL whenever a checkout is completed. This integration is essential for enabling automation workflows in Pabbly Connect.

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Capturing Payment Response in Pabbly Connect

Once the webhook is set up, return to Pabbly Connect. The platform will show that it is waiting for a response from Stripe. To test this, make a dummy payment using the payment link you set up in Stripe.

Upon completing the payment, Pabbly Connect will capture the response from Stripe. You will see various details including payment status, customer information, and the unique payment link. This data is crucial for the next steps in your automation workflow.

• Verify the payment method and status in the captured response.
• Identify the unique payment link from the response.
• Ensure all customer details are captured accurately.

With this data, you can proceed to set up conditions for your automation workflow in Pabbly Connect, ensuring that actions are taken only for specific products.

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Setting Up Filter Condition in Pabbly Connect

In this step, you will set up a filter condition in Pabbly Connect to ensure that the automation workflow only continues for specific payment links. This is essential for targeting notifications accurately.

To do this, add a filter step in your workflow. Select the data object for the payment link from the Stripe response. Set the filter to check if the payment link equals the specific link you want to track.

For instance, if you want to set up notifications for a personal finance consultation payment link, copy that unique payment link and paste it into the filter condition. This ensures that only payments made through this link will trigger subsequent actions in your workflow.

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Sending Notifications to Slack Using Pabbly Connect

Finally, integrate Slack into your workflow using Pabbly Connect. After setting up the filter condition, add an action step to send a message to a designated Slack channel whenever a payment is received.

Choose Slack as your action application and set the action event to ‘Send Channel Message’. Connect your Slack account and select the channel where you want to receive notifications. Customize the message to include relevant payment details such as customer name, email, and payment amount.

After mapping the necessary fields from the Stripe response to your Slack message, test the integration by making another payment through the specified payment link. If set up correctly, you will receive a notification in your Slack channel confirming the payment.

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Conclusion

In this tutorial, we’ve demonstrated how to use Pabbly Connect to integrate Stripe with Slack effectively. By setting up webhooks, capturing payment responses, and configuring filter conditions, you can automate notifications for specific products seamlessly.

Learn how to seamlessly integrate Cognito Forms with TagMango using Pabbly Connect to automate user enrollment upon form submission. 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 begin the integration of Cognito Forms with TagMango, first access Pabbly Connect. This platform enables seamless automation without coding. Visit the Pabbly Connect homepage by entering the URL in your browser.

Once on the homepage, you will see options to either sign in or sign up for free. If you are an existing user, click on the sign-in button to access your account. New users can create an account in just two minutes, receiving 100 free tasks monthly to explore the software.

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2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate a new automation. You will be prompted to name your workflow; for this integration, name it ‘Enroll TagMango User on Cognito Forms Submission’.

• Select the folder where you want to save your workflow.
• Click on the ‘Create’ button to proceed.

This action opens a new screen with two key sections: Trigger and Action. The Trigger is the event that starts your workflow, while the Action is the event that follows. In this case, when a new entry is submitted in Cognito Forms, it will trigger the action to enroll the user in TagMango.

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3. Setting Up the Trigger with Cognito Forms

To configure the Trigger, select Cognito Forms as your trigger application. This selection ensures that the workflow starts when a new entry is made in your registration form. Choose the trigger event as ‘New Entry’ to capture the form submission.

After selecting the trigger event, Pabbly Connect will provide a Webhook URL. You need to copy this URL and paste it into your Cognito Forms settings. This URL acts as a bridge to transfer data from Cognito Forms to Pabbly Connect.

• In Cognito Forms, navigate to the settings of your course registration form.
• Enable the option to post JSON data to a website and paste the Webhook URL.
• Save the changes to establish the connection.

Once the connection is saved, head back to Pabbly Connect, where it will indicate that it is waiting for a Webhook response. This means the integration is set up correctly, and you can now test it by submitting a new entry in your Cognito Forms.

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4. Setting Up the Action with TagMango

With the trigger now configured, it’s time to set up the action. Select TagMango as your action application. This step is crucial as it allows you to enroll the user who submitted the form.

Choose the action event as ‘Migrate User’ to enroll the student in your course. You will need to connect your TagMango account to Pabbly Connect by providing the API key from your TagMango dashboard. Follow the instructions to locate and copy the API key, then paste it into the connection settings in Pabbly Connect.

Map the details received from the Cognito Forms submission, such as name, phone number, and email address. Ensure you also specify the Mango ID for the course in which the user will be enrolled.

After filling in all necessary fields, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that the user has been enrolled in TagMango. This indicates that your workflow is now fully operational.

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5. Testing the Integration

To ensure everything is working correctly, conduct a test by submitting a new entry in the Cognito Forms registration form. Use different details for this submission to verify that the integration captures the data accurately.

After submitting the form, return to Pabbly Connect to check if the response has been captured successfully. You should see the new entry reflected in the response data. Then, check your TagMango account to confirm that the new user has been enrolled without any manual intervention.

This automated process allows you to effortlessly manage user enrollments as soon as they submit their registration forms. Thanks to Pabbly Connect, you can streamline your workflows and save valuable time.

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Conclusion

This tutorial demonstrates how to enroll a TagMango user on Cognito Forms submission using Pabbly Connect. By automating this process, you can efficiently manage user registrations and enhance your workflow.

Learn how to create AWeber subscribers automatically from Tally Forms submissions using Pabbly Connect. Follow this step-by-step guide for seamless integration. 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 Integration

To create AWeber subscribers from Tally Forms submissions, you need to access Pabbly Connect. Start by opening your web browser and navigating to the Pabbly Connect website.

If you don’t have an account, click on the ‘Sign Up for Free’ button. This will allow you to create an account in just a few minutes, enabling you to utilize 100 free tasks every month. If you already have an account, simply log in to access the dashboard.

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2. Creating a New Workflow in Pabbly Connect

Once you’re logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button to initiate this process.

• Name your workflow, for example, ‘Create AWeber Subscriber on Tally Forms Submission’.
• Select the folder where you want to save your workflow.
• Click on ‘Create’ to proceed to the main workflow interface.

In this window, you’ll see two boxes labeled Trigger and Action. The Trigger box is where you will set up the event that starts the workflow. Action is what happens as a result of that trigger.

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3. Setting Up the Trigger for Tally Forms

In the Trigger section, search for Tally Forms as your application. Select it, then choose the trigger event as ‘New Response’.

Next, you need to connect Tally Forms with Pabbly Connect using the provided VAB URL. This URL acts as a bridge between Tally Forms and Pabbly Connect. Copy the URL and head over to your Tally Forms account.

• Open your Tally Forms account and navigate to the form you want to connect.
• Go to the Integrations tab and select the option for Webhooks.
• Paste the copied VAB URL in the endpoint URL field and click ‘Connect’.

Now your Tally Forms are connected to Pabbly Connect, and it will wait for a new form submission response.

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4. Setting Up the Action to Create AWeber Subscriber

After setting up your trigger, the next step is to configure the Action section. Search for AWeber as your action application and select it.

Choose the action event as ‘Add or Update Subscriber’. You will then need to connect your AWeber account with Pabbly Connect. Click on ‘Connect’, enter your AWeber login details, and allow access to complete the connection.

Select the Account ID and List ID where you want to add the subscriber. Map the fields from the Tally Forms submission to the AWeber subscriber fields. Click ‘Save and Send Test Request’ to finalize the setup.

This mapping ensures that every new form submission from Tally Forms automatically creates a new subscriber in your AWeber account with the correct details.

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5. Testing the Automation Workflow

Now that you have set up both the trigger and action, it’s time to test the automation. Create a test submission in your Tally Forms by filling out the form with sample data.

Once the form is submitted, head back to Pabbly Connect to check if the response has been received. If successful, you should see the details of the new subscriber in your AWeber account.

Verify that the subscriber has been created with the correct details in AWeber. You can check the subscriber list in AWeber to confirm the entry.

This testing phase confirms that the integration is working seamlessly, allowing you to automate the process of adding new subscribers from Tally Forms to AWeber using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to create AWeber subscribers from Tally Forms submissions using Pabbly Connect. By following the steps outlined, you can automate your subscriber management efficiently. This integration saves time and ensures that no potential client is missed in your email marketing efforts.

Learn how to automate the enrollment of Thinkific users from Elementor form submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, visit the official website and sign in to your account. If you are new, you can sign up for free and get 100 tasks every month. This platform is essential for automating the integration between Elementor and Thinkific.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create workflows that will automate the enrollment of students from Elementor forms into Thinkific. This process saves time and reduces manual work significantly.

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2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, 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 to save it in.

• Name your workflow: ‘Enroll Thinkific User on Elementor Form Submission’.
• Select a folder, such as ‘Elementor Automations’.

After naming and selecting the folder, click the ‘Create’ button. You will then see two windows: one for the trigger and one for the action, which are crucial for setting up your automation.

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3. Setting Up the Trigger with Elementor

For the trigger in Pabbly Connect, select Elementor as the application. Choose the ‘New Form Submission’ event to capture data from the form submissions on your website. This is the first step in automating the enrollment process.

After selecting Elementor, Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as it will be used to connect Elementor with Pabbly Connect. Paste this URL into the action settings of your Elementor form to establish the connection.

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4. Connecting Elementor to Pabbly Connect

To connect your Elementor form to Pabbly Connect, open the form settings in Elementor. Navigate to the ‘Actions After Submit’ section and add a new action by selecting ‘Webhook’. Paste the copied webhook URL into the designated field.

After saving the changes, test the connection by submitting a test form. Once the form is submitted, return to your Pabbly Connect workflow, and you should see that the response has been captured successfully, confirming the integration is working.

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5. Enrolling Users in Thinkific

With the trigger set, the next step is to enroll the user in Thinkific through Pabbly Connect. For the action application, select Thinkific and choose the ‘Create User’ event. This action allows you to add the new student to your Thinkific account.

When setting up this action, you will need to map the data from the previous step (Elementor form submission) to the required fields in Thinkific. This includes the student’s first name, last name, and email. Ensure that all fields are accurately filled to create the user successfully.

Finally, after mapping the data, click the ‘Save and Send Test Request’ button. If successful, you will receive a confirmation that the user has been added to your Thinkific account. You can then proceed to enroll the user in the desired course.

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Conclusion

Using Pabbly Connect allows you to seamlessly integrate Elementor with Thinkific, automating the enrollment process for your courses. This tutorial covered the steps to create a workflow, set triggers, and enroll users efficiently. Automate your processes today with Pabbly Connect!