Author: Rajpal Tomar

Learn how to automate WhatsApp messages for failed Razorpay payments using Pabbly Connect in this detailed 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. Accessing Pabbly Connect for Automation

To automate WhatsApp messages for failed Razorpay payments, first, you need to access Pabbly Connect. This platform allows you to create workflows that integrate different applications seamlessly.

Visit the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. Sign in to your account or create a new one to start automating your processes.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will see the dashboard where you can create your workflow. Click on the ‘Create Workflow’ button to start.

In the dialog box, name your workflow as ‘Send and Get WhatsApp Message for Failed Razorpay Payment’ and select a folder to save it. Once done, click on the ‘Create’ button.

• Name your workflow clearly.
• Select the appropriate folder for organization.
• Click on ‘Create’ to proceed.

This workflow will consist of a trigger and an action. The trigger will be Razorpay payment failures, and the action will involve sending WhatsApp messages through AiSensy.

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3. Setting Up the Trigger with Razorpay

To set the trigger in your Pabbly Connect workflow, choose Razorpay as your trigger application. Select the event as ‘Payment Failed’ to capture failed payment notifications.

Next, you will need to connect Razorpay to Pabbly Connect using a webhook URL. Copy the webhook URL provided by Pabbly Connect and paste it into your Razorpay account under the Webhooks section.

• Log into your Razorpay account and navigate to the Developers section.
• Select Webhooks and click ‘Add New Webhook’.
• Paste the copied webhook URL and set the event to ‘Payment Failed’.

Once the webhook is set up, you can test it by simulating a failed payment to ensure that Pabbly Connect receives the data correctly.

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4. Configuring Action with AiSensy

After confirming that the trigger is working, the next step is to set up the action using AiSensy in Pabbly Connect. Choose AiSensy as your action application and select the ‘Send Template Message’ event.

Connect your AiSensy account by entering the API key. You can find the API key in your AiSensy account under the Manage section. Once connected, you can set up the message template that will be sent to customers.

Enter the campaign name and select the template you created. Map the customer details from Razorpay responses to the message template. Test the message sending functionality to ensure it works.

This setup will ensure that every time a payment fails, a WhatsApp message is sent to the customer, notifying them of the issue.

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5. Finalizing and Testing the Workflow

Once you have configured both the trigger and action in Pabbly Connect, it’s time to finalize your workflow. Ensure that all fields are filled correctly and that the mapping is accurate.

Perform a test by simulating a failed payment in Razorpay. Check your WhatsApp to confirm that you receive the automated message with the correct details. If everything works as expected, your workflow is ready to go live!

Double-check all mappings and configurations. Simulate a failed payment to test the workflow. Ensure you receive the WhatsApp message correctly.

By following these steps, you can successfully automate the notification process for failed Razorpay payments using Pabbly Connect and AiSensy.

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Conclusion

In this tutorial, we explored how to automate WhatsApp messages for failed Razorpay payments using Pabbly Connect. By integrating Razorpay with AiSensy, you can ensure timely notifications to customers, enhancing their experience and improving payment follow-up processes.

Learn how to automate the process of creating Apollo.io contacts from Instagram Lead Ads using Pabbly Connect in this step-by-step guide. 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 process of integrating Instagram Lead Ads with Apollo.io, you need to access Pabbly Connect. This platform enables seamless automation between different applications without any programming knowledge.

Begin by visiting the Pabbly Connect website. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply click ‘Sign In’ to access their dashboard.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will need to create a new workflow. Click on the blue button labeled ‘Create Workflow’. You will be prompted to enter a name for your workflow and select a folder to save it in.

• Enter a descriptive name for your workflow, such as ‘Instagram Lead Ads to Apollo.io’.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will be directed to the workflow window. Here, you can set up the trigger and actions for your automation.

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3. Setting Up the Trigger with Instagram Lead Ads

In this step, you will configure the trigger for your workflow. Select ‘Instagram Lead Ads’ as the trigger application. The trigger event should be set to ‘New Lead Instant’. This means your workflow will start as soon as a new lead is generated.

Click on ‘Connect’ to establish a connection to your Instagram account. If you have not connected your account previously, choose ‘Add New Connection’ and follow the prompts to link your Instagram Lead Ads account to Pabbly Connect.

• Select your Facebook page associated with Instagram.
• Authorize the connection by clicking on ‘Continue’.
• Choose the lead form you want to use for this automation.

Once the connection is established, Pabbly Connect will wait for a webhook response, which will be triggered when a new lead is submitted through Instagram.

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4. Testing Lead Capture with Pabbly Connect

To test whether Pabbly Connect is capturing leads correctly, you will need to generate a test lead using the lead form you set up earlier. Open a new tab and navigate to the Meta for Developers page to access the lead ads testing tool.

Once on the testing tool, select your Facebook page and the corresponding lead form. Fill in the required details, such as name, email, and phone number, and submit the form. After submitting, return to your Pabbly Connect workflow to check if the lead data has been captured.

Ensure that the test lead includes relevant details like name and email. Check the response in Pabbly Connect for accuracy.

If the lead details appear correctly in your workflow, it confirms that the trigger is working effectively.

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5. Creating a Contact in Apollo.io

Now that you have successfully captured the lead details, the next step is to create a contact in Apollo.io. For this, select ‘Apollo.io’ as your action application in Pabbly Connect. The action event should be set to ‘Create Contact’.

Click on ‘Connect’ to link your Apollo.io account. If prompted, provide your API key to establish the connection. You can find your API key in your Apollo.io account settings under the API Keys section.

Create a new API key if necessary for this integration. Map the lead details from the previous step to the corresponding fields in Apollo.io. Test the action by clicking ‘Save and Send Test Request’.

Once the contact is created in Apollo.io, you can verify this by checking your People page in Apollo.io. Refresh the page to see the new contact listed with the details provided.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of creating Apollo.io contacts from Instagram Lead Ads. This integration streamlines your lead management process and ensures timely follow-ups with potential customers. By following the steps outlined, you can efficiently capture leads from Instagram and manage them in Apollo.io.

Learn how to integrate India M leads into Salesforce using Pabbly Connect. This tutorial provides step-by-step instructions for seamless automation. 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 integrating India M leads into Salesforce, first access Pabbly Connect. This platform allows you to automate workflows between various applications seamlessly. Begin by signing up or logging into your existing account on the Pabbly Connect homepage.

After logging in, you will be directed to the dashboard where you can view all available applications. Pabbly Connect is designed to help you create workflows that automatically transfer data between India M and Salesforce, saving time and reducing manual errors.

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2. Creating a Workflow in Pabbly Connect

Next, you need to create a workflow to connect your India M account with Salesforce. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow, such as ‘Add India M Leads to Salesforce’ and choose a folder for organization.

• Click on ‘Create’ to initiate your workflow.
• Select ‘India M’ as the trigger application.
• Choose ‘New Lead’ as the trigger event.

This setup ensures that whenever a new lead is generated in India M, it will automatically trigger actions in your Salesforce account through Pabbly Connect. This automation minimizes the risk of missing potential leads.

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3. Setting Up the Webhook URL

To connect India M with Pabbly Connect, you will need to set up a webhook URL. After selecting your trigger event, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to link your India M account.

Log into your India M seller account and navigate to the Lead Manager section. Here, select ‘Import/Export Leads’ and then choose ‘Push API’. In the setup, enter the CRM platform name as ‘Pabbly Connect’ and paste the webhook URL you copied earlier.

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4. Testing the Webhook Connection

Once the webhook URL is set, it’s crucial to test the connection. Generate a test lead in your India M account to see if it triggers the webhook response in Pabbly Connect. This step ensures that the integration is functioning correctly.

After submitting the test lead, return to Pabbly Connect and check if the test response is received successfully. If everything is set up correctly, you should see a confirmation of the test lead in your Pabbly workflow.

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5. Finalizing Integration with Salesforce

The last step is to connect your Salesforce account to Pabbly Connect. In the action step of your workflow, select Salesforce as the action application and choose ‘Create Lead’ as the action event. This will ensure that every new lead from India M is added to your Salesforce account.

After connecting Salesforce, map the necessary fields such as name, email, and phone number from your India M lead to the corresponding fields in Salesforce. Finally, test the integration by saving and sending a test request to confirm that the lead is created successfully in Salesforce.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate India M leads into Salesforce. By automating this process, you can efficiently manage inquiries and leads, ultimately saving time and enhancing productivity for your Music Academy. This integration allows you to focus on growing your business rather than handling manual data entry.

Learn how to integrate Elementor forms with Airtable using Pabbly Connect for seamless data management. Step-by-step guide included. 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 integrating Elementor forms with Airtable, you need to access Pabbly Connect. Simply search for Pabbly Connect in your browser and navigate to the landing page.

Once there, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to create an account. Existing users can click ‘Sign in’ to access their dashboard.

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2. Creating a New Workflow in Pabbly Connect

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

• Name your workflow, for example, ‘Elementor Form to Airtable’.
• Select the folder where you want to save this workflow.

After naming and selecting the folder, click on the ‘Create’ button to open the workflow window. This window is essential as it will allow you to set up triggers and actions for your integration.

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3. Setting Up Trigger for Elementor Forms

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select Elementor as your trigger application. This means that every time a new form submission is made, the workflow will be triggered.

Next, choose the trigger event, which is ‘New Form Submission’. Upon selecting this, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used in the Elementor form settings.

• Open your Elementor form and click on ‘Edit with Elementor’.
• Navigate to ‘Actions After Submit’ and add a new action called ‘Webhook’.
• Paste the copied webhook URL into the designated field and click ‘Publish’.

Now your Elementor form is set up to send data to Pabbly Connect upon submission.

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4. Testing the Trigger with Pabbly Connect

To ensure that everything is working correctly, you need to test the trigger in Pabbly Connect. Submit a test entry through your Elementor form. For instance, enter a name, email, and other details, then click ‘Submit’.

Once you submit the form, Pabbly Connect should capture the response. Go back to your workflow and check if the data appears as expected. This confirms that the trigger is functioning correctly.

Make sure to check all fields in the captured response. Verify that the data matches what you submitted.

Once confirmed, you can proceed to set up the action step for Airtable.

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5. Setting Up Action to Create Records in Airtable

Now, you will set up the action in Pabbly Connect to send the captured data to Airtable. Select Airtable as your action application and choose ‘Create Record’ as the action event.

Click on ‘Connect’ and either select an existing connection or create a new one. If creating a new connection, grant Pabbly Connect permission to access your Airtable account.

Select the base where you want to store the data, such as ‘Leads’. Map the fields from the Elementor submission to the corresponding Airtable fields.

After mapping all necessary fields, click ‘Save and Send Test Request’. If successful, check your Airtable base to see the new record. This confirms that the integration works seamlessly through Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to integrate Elementor forms with Airtable using Pabbly Connect. This setup automates data entry, saving time and reducing manual errors. Follow these steps to streamline your data management effectively.

Learn how to integrate Facebook Lead Ads with Apollo.io using Pabbly Connect. Automate your lead management process seamlessly with this detailed 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. Accessing Pabbly Connect for Integration

To start integrating Facebook Lead Ads with Apollo.io, first access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly.

Begin by signing in to your Pabbly Connect account. If you are new, you can sign up for free and receive 100 free tasks each month. Once logged in, you will see the dashboard with various applications.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. This action will prompt a dialog box where you can name your workflow.

• Name your workflow as ‘Create Facebook Lead Leads as Apollo.io Contact’.
• Select a folder, for example, ‘Facebook Lead Ads Automations’.

After naming your workflow and selecting the appropriate folder, click on the ‘Create’ button to proceed. This will set up the initial framework for your automation.

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3. Setting Up the Trigger in Pabbly Connect

In this section, you will set the trigger for your workflow in Pabbly Connect. Choose ‘Facebook Lead Ads’ as the trigger application.

Next, select the trigger event as ‘New Lead Instant’ and click on the ‘Create’ button. This will initiate the connection between Facebook Lead Ads and Pabbly Connect.

• Add a new connection by clicking on ‘Add New Connection’.
• Log into your Facebook account in a new tab for easier access.
• Select the appropriate Facebook page and lead generation form.

Once you have selected the page and form, click on the ‘Save and Send Test Request’ button to ensure the connection is working correctly.

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4. Setting Up the Action Step to Create Contacts

Now, it’s time to configure the action step in Pabbly Connect. Select ‘Apollo.io’ as the action application and choose the action event ‘Create Contact’.

To establish a connection between Apollo.io and Pabbly Connect, click on the button to add a new connection. You will need to input your API key, which can be generated in your Apollo.io account.

Create an API key in Apollo.io by naming it, e.g., ‘Testing Key 01’. Select the API for creating contacts. Copy the generated API key and paste it into Pabbly Connect.

After saving the connection, you will be prompted to map the lead data from the previous step to the new contact fields in Apollo.io.

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5. Testing the Integration and Finalizing the Setup

To test the integration, generate a test lead using Facebook’s lead ads testing tool. Ensure that you input the necessary details such as first name, last name, email, and company name (e.g., Test Company).

Once you’ve submitted the test lead, return to your Pabbly Connect workflow to check if the response has been captured. Confirm that all lead details are accurately reflected.

Verify that the new contact appears in your Apollo.io account. Refresh the contacts page to see the newly created contact.

With this, your integration between Facebook Lead Ads and Apollo.io through Pabbly Connect is complete. You can now manage your leads efficiently without manual input.

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Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with Apollo.io using Pabbly Connect. This automation not only saves time but also ensures accurate lead management, enhancing your digital marketing efforts.

Learn how to automate lead management by integrating Indi Mart with Google Sheets using Pabbly Connect. Simplify your process and save time! 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 integrating Indi Mart with Google Sheets, the first step is accessing Pabbly Connect. After navigating to the Pabbly website, you can either sign in or create a new account. New users can sign up for free and receive 100 free tasks per month, making it easy to start automating your processes.

Once logged in, you’ll see the Pabbly Connect dashboard. Here, you can create workflows that automate tasks between different applications. Click on the ‘Create Workflow’ button to begin setting up your automation.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow named ‘Add Indi Mart Leads to Google Sheets’ in Pabbly Connect. When prompted, select a folder where you want to save this workflow. This organization will help you manage your automations effectively.

• Click on the ‘Create’ button to finalize your workflow setup.
• You will see two sections: Trigger and Action.
• Set the trigger application as Indi Mart and the trigger event as New Lead.

After setting up the trigger, you can proceed to configure the action step, which will be Google Sheets. This step is crucial for transferring lead data automatically once a new lead is generated in Indi Mart.

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3. Setting Up the Trigger with Indi Mart

To connect Indi Mart with Pabbly Connect, you will need to copy the webhook URL provided by Pabbly. This URL is essential for establishing the connection between Indi Mart and Pabbly Connect.

Log into your Indi Mart account and navigate to the Lead Manager section. Here, go to the Import and Export leads option and select Push API. In the Push API integration page, paste the copied webhook URL into the designated field and save the details. This action will link your Indi Mart account to Pabbly Connect.

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4. Generating a Test Lead

After successfully setting up the trigger, you need to generate a test lead in your Indi Mart account. This step is crucial to verify that the connection between Indi Mart and Pabbly Connect is working correctly. Create a dummy product and submit a lead inquiry using the contact supplier button.

Once the lead is generated, return to your Pabbly Connect workflow and check if the webhook response has captured the new lead details. You should see the unique query ID, name, and other relevant information displayed in the response section.

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5. Setting Up the Action with Google Sheets

Now that you have confirmed the trigger is working, the next step is to set the action application to Google Sheets in Pabbly Connect. Choose the event ‘Add New Row’ to create a record in your Google Sheets whenever a new lead is generated.

Authorize Pabbly Connect to access your Google Sheets account. Select the spreadsheet where you want to store lead details, and map the fields from the previous step to the corresponding columns in your Google Sheets. This ensures that all relevant lead information is captured correctly.

• Map the Unique Query ID, Name, Email, Phone Number, Company, and other relevant fields.
• Click on the ‘Save and Send Test Request’ button to test the integration.

After testing, check your Google Sheets to confirm that the lead record has been created successfully. This step completes the integration process, enabling automatic lead management for your solar energy business.

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Conclusion

By using Pabbly Connect, you can automate the process of adding leads from Indi Mart to Google Sheets. This integration not only saves time but also reduces the chances of errors in data entry. Automate your lead management today and streamline your business operations!

Learn how to automate enrollment of Rigi users from Google Ads leads using Pabbly Connect. Step-by-step guide 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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Accessing Pabbly Connect for Google Ads Integration

To enroll Rigi users from Google Ads leads, the first step is to access Pabbly Connect. This powerful integration platform allows you to automate processes without coding. Start by navigating to the Pabbly Connect website and signing in or signing up if you are a new user.

Once logged in, you will see the dashboard where you can create new workflows. Click on the ‘Create Workflow’ button. Enter a name for your workflow, such as ‘Enroll Rigi User from Google Ads Lead’, and select a relevant folder for organization. This setup is crucial for managing your automation effectively.

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Setting Up the Trigger with Google Ads

In this section, we will configure the trigger in Pabbly Connect using Google Ads. The trigger is essential as it defines when the automation will start. Select Google Ads as your trigger application and choose the trigger event as ‘New Lead Form Entry’. This event will activate the workflow whenever a new lead is captured from your Google Ads lead generation form.

Next, you will receive a webhook URL from Pabbly Connect. This URL needs to be copied and pasted into your Google Ads lead form settings. To do this, navigate to your Google Ads campaign, find the lead delivery settings, and paste the webhook URL under the Webhook URL section. Ensure you name the webhook appropriately for easy identification.

• Copy the webhook URL from Pabbly Connect.
• Go to Google Ads and locate your lead form settings.
• Paste the webhook URL into the Webhook URL field.

After saving these settings, send a test lead from your Google Ads form to ensure that the connection is working properly. Pabbly Connect will capture this test data, confirming that your trigger setup is successful.

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Configuring the Action to Enroll Users in Rigi

Now that we have set the trigger, let’s configure the action in Pabbly Connect to enroll users in Rigi. Select Rigi as your action application and choose the action event ‘Import User’. This action will create a new user in Rigi whenever a lead is captured from Google Ads.

To establish the connection between Rigi and Pabbly Connect, click on ‘Add New Connection’. You will need to provide an API token from your Rigi dashboard. Navigate to Rigi, go to the Integrations section, and enable the Pabbly integration to obtain your API key. Copy this key and paste it back into Pabbly Connect.

• Choose ‘Import User’ as the action event in Pabbly Connect.
• Obtain the API token from Rigi’s Integrations section.
• Paste the API token in Pabbly Connect to establish the connection.

Once the connection is established, map the fields from the Google Ads lead to the user fields in Rigi. This mapping ensures that the first name, last name, email, and phone number from the lead form are automatically populated in Rigi.

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Testing the Integration Between Google Ads and Rigi

After configuring the action, it is crucial to test the integration using Pabbly Connect. Click on the ‘Save and Send Test Request’ button to check if the user is successfully created in Rigi. If successful, you will receive a confirmation response indicating that the user has been added.

To verify, go to the User Management section in Rigi and check for the newly added user. Ensure that all details match those from your Google Ads lead form. This testing phase confirms that your automation setup is working as intended.

Remember, every time a new lead submits their information through the Google Ads lead form, Pabbly Connect will automatically enroll them as a user in Rigi without any manual intervention required. This automation saves time and increases efficiency in managing your online courses.

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Conclusion

In this tutorial, we demonstrated how to enroll Rigi users from Google Ads leads using Pabbly Connect. By following the steps outlined, you can automate the enrollment process seamlessly. This integration not only saves time but also enhances user experience in your online courses.

Learn how to create Kit subscribers automatically from Cognito Forms submissions using Pabbly Connect. This step-by-step guide covers the entire integration process. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To create a Kit subscriber on Cognito Forms submission, you first need to access Pabbly Connect. This platform enables seamless integration between various applications, including Cognito Forms and Kit. Start by navigating to the Pabbly Connect website and signing in with your credentials.

Upon logging in, you will see a dashboard with multiple options. Select the Pabbly Connect application, which is crucial for connecting your Cognito Forms to Kit. This is where you will create a workflow that automates the subscriber addition process.

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Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow within Pabbly Connect. Click on the ‘Create Workflow’ button, and name your workflow appropriately, such as ‘Create Kit Subscriber on Cognito Forms Submission’. Choose a folder to save your workflow, like ‘Automations’.

Once you click on Create, you will be directed to the workflow window. Here, you will set up a trigger and an action. The trigger will be a new submission in Cognito Forms, and the action will be to add a subscriber to Kit. This setup is vital for ensuring that every new form submission is captured and processed.

• Click on the ‘Create Workflow’ button.
• Name your workflow.
• Select a folder to save the workflow.

After setting up your trigger, you will receive a unique webhook URL. This URL is essential for linking your Cognito Forms account with Pabbly Connect. Copy this URL for the next steps.

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Configuring Cognito Forms for Webhook

Next, you need to configure your Cognito Forms account to send data to the webhook URL provided by Pabbly Connect. Log in to your Cognito Forms account and navigate to the specific form you want to connect. In the form settings, enable the option to ‘Post JSON data to a website’ and paste the copied webhook URL.

After pasting the URL, save the changes. This action establishes a connection that allows Cognito Forms to send submission data directly to Pabbly Connect. Ensure that you test this setup by submitting a test entry in your form.

• Log into your Cognito Forms account.
• Select the specific form for integration.
• Enable ‘Post JSON data to a website’ and paste the webhook URL.

Once you have saved the settings, you can proceed to test the workflow by making a test submission in your Cognito Forms.

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Adding a Subscriber to Kit

After successfully setting up the webhook in Cognito Forms, return to Pabbly Connect to add a subscriber to Kit. In the workflow, select Kit as the action application and choose the action event as ‘Add Subscriber to a Sequence’. This step is crucial for integrating the data received from Cognito Forms into your Kit account.

You will be prompted to connect your Kit account by entering your API key and API secret. These can be found in your Kit account settings under the developer section. Once connected, select the sequence ID for the subscribers you want to add them to. This ensures that all new subscribers are added to the correct email sequence.

Select Kit as the action application. Choose ‘Add Subscriber to a Sequence’ as the action event. Enter your API key and secret to connect.

After completing these steps, map the fields from the previous trigger step to ensure that the correct data is sent to Kit. This mapping process is essential for dynamic updates based on new submissions.

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Testing the Integration

The final step is to test the integration to confirm that everything is working as intended. Go back to your Cognito Forms and make a test submission. After submitting the form, check your Kit account to see if the new subscriber has been added successfully.

In your Kit account, navigate to the subscribers’ section to verify that the details match the information submitted in Cognito Forms. This end-to-end testing ensures that the integration via Pabbly Connect is functioning correctly, allowing for seamless data flow between the two applications.

If the test was successful, you can now automate your email marketing efforts, ensuring that every new lead is promptly added to your Kit subscribers list.

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Conclusion

In this guide, we explored how to create Kit subscribers automatically from Cognito Forms submissions using Pabbly Connect. By following the steps outlined, you can streamline your email marketing efforts and enhance your business’s efficiency.

Learn how to automate lead generation from Indiamart to Salesforce using Pabbly Connect in this step-by-step tutorial. 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. Accessing Pabbly Connect for Integration

To start automating your lead generation process, you must first access Pabbly Connect. This platform enables seamless integration between Indiamart and Salesforce. Begin by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for free and enjoy 100 tasks monthly.

Once logged in, you will see the Pabbly Connect dashboard. From here, you can create a new workflow to automate the process of capturing leads from Indiamart and adding them to Salesforce. This automation will save you significant time and reduce errors associated with manual entry.

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2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect account, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner. You will then be prompted to name your workflow. For this integration, name it ‘Indiamart Leads to Salesforce for Electric Vehicle Service’. using Pabbly Connect

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

Once the workflow is created, you will see two sections: Trigger and Action. The Trigger section determines what event will initiate the automation, while the Action section specifies what happens when the trigger occurs. In this case, the trigger will be a new lead generated from Indiamart.

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3. Setting Up the Trigger in Pabbly Connect

Now that your workflow is created, the next step is to set up the trigger. In the Trigger section, select Indiamart as the trigger application. Then, choose the trigger event as ‘New Leads’. This selection allows Pabbly Connect to capture any new leads generated on Indiamart.

After selecting Indiamart, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it will connect Indiamart to Pabbly Connect. Copy this URL and head over to your Indiamart account. Navigate to the Lead Manager and select the ‘Push API’ option under Import and Export Leads.

• Paste the webhook URL in the designated field.
• Provide a platform name, such as ‘Pabbly Connect’.
• Click on the ‘Save Details’ button to finalize the connection.

This setup ensures that every new lead generated in Indiamart will be sent to Pabbly Connect, making it available for further processing.

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4. Setting Up the Action in Pabbly Connect

With the trigger set up, the next step involves configuring the Action section. Select Salesforce as the action application and choose the action event as ‘Create Contact’. This step allows Pabbly Connect to create a new contact in Salesforce for every lead captured from Indiamart.

To connect Salesforce with Pabbly Connect, click on the ‘Connect’ button. You will be prompted to authorize the connection. After granting the necessary permissions, you can proceed to map the data from the Indiamart lead to the Salesforce contact fields.

Map the lead’s first name and last name to the corresponding fields in Salesforce. Map the email address, phone number, and address details as well. Fill in any additional fields required for the contact creation.

Once mapped, test the connection to ensure that the data flows correctly from Indiamart to Salesforce. If successful, you will see the new contact created in Salesforce.

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5. Testing the Integration Between Indiamart and Salesforce

After setting up the integration, it’s crucial to test the workflow. Generate a test lead in your Indiamart account to see if Pabbly Connect captures the lead correctly. Fill in the necessary details and submit the inquiry.

Once the test lead is generated, return to your Pabbly Connect workflow and check if it has captured the response. You should see the details of the new lead displayed in the workflow. If everything is set up correctly, the lead will automatically create a new contact in your Salesforce account.

Finally, verify in Salesforce that the new contact reflects the details from the test lead. This successful integration showcases how Pabbly Connect can automate the lead management process, saving you time and enhancing efficiency.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration of leads from Indiamart to Salesforce. By following these steps, you can streamline your lead management process, ensuring quick responses and improved efficiency. Automate your workflows today with Pabbly Connect for better business management!

Learn how to automate user enrollment in ThriveCart Learn through Elementor form submissions using Pabbly Connect. Step-by-step guide included. 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. Setting Up Pabbly Connect for Elementor and ThriveCart Learn Integration

To enroll ThriveCart Learn users on Elementor form submission, you first need to set up Pabbly Connect. This powerful integration platform allows you to automate the enrollment process efficiently. Start by accessing your Pabbly Connect dashboard, where you can create a new workflow specifically for this integration.

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow as ‘Enroll ThriveCart Learn User on Elementor Form Submission’ and choose an appropriate folder to organize your workflows. This setup is crucial for automating the enrollment process seamlessly.

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2. Configuring the Trigger in Pabbly Connect

Once your workflow is created, the next step is to configure the trigger. Select the application as ‘Elementor Form’ since you will be receiving new form submissions through this platform. The trigger event should be set to ‘New Form Submission’ to capture incoming submissions effectively.

• Select ‘Elementor Form’ as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL for the next steps.

This setup allows Pabbly Connect to monitor your Elementor form for new submissions, triggering the next steps in the workflow automatically. It’s essential to ensure that the webhook URL is copied correctly, as it will be used to link Elementor to Pabbly Connect.

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3. Connecting Elementor Form to Pabbly Connect

To connect your Elementor form to Pabbly Connect, you need to edit your form in WordPress. Access your Elementor editor and find the form element you wish to connect. In the ‘Actions After Submit’ section, add a new action for ‘Webhook’ and paste the webhook URL you copied earlier.

After entering the webhook URL, click on the ‘Publish’ button to save your changes. This action ensures that every time someone submits the form, their details will be sent directly to Pabbly Connect, allowing for automated enrollment in ThriveCart Learn.

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4. Setting Up ThriveCart Learn Integration in Pabbly Connect

With your Elementor form connected, the next step involves setting up ThriveCart Learn as the action application in Pabbly Connect. Choose ‘ThriveCart Learn’ as the action application and select the action event ‘Create New Student’. This step is crucial for adding the user automatically to your ThriveCart Learn account.

• Connect your ThriveCart Learn account by entering the API token.
• Map the fields from the Elementor form, such as email address and full name.
• Enter the course ID for the course you want to enroll the user in.

After mapping the necessary fields, click on the ‘Save and Send Test Request’ button. If everything is set up correctly, you will receive a successful response indicating that a new student has been added to your ThriveCart Learn account. This integration showcases the power of Pabbly Connect in automating user enrollment.

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5. Testing the Integration and Finalizing

To ensure the integration between Elementor and ThriveCart Learn works flawlessly, conduct a test submission on your Elementor form. Fill in the required fields and submit the form. After submission, check your ThriveCart Learn account to confirm that the new user has been successfully enrolled.

This testing phase is essential to validate that Pabbly Connect is functioning as intended. If the new user appears in your ThriveCart Learn account, the setup is complete and operational. This automated process not only saves time but also enhances user experience by providing immediate access to course materials.

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Conclusion

In this tutorial, we demonstrated how to enroll ThriveCart Learn users on Elementor form submission using Pabbly Connect. By automating this process, you can streamline course enrollment and improve user satisfaction. This integration allows for a seamless experience, saving you time and ensuring users gain immediate access to their courses.