How to Send WhatsApp Messages to IndiaMART Leads Using Pabbly Connect

Learn how to automate sending WhatsApp messages to IndiaMART leads for your modular kitchen business using Pabbly Connect. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Automation

To send WhatsApp messages to IndiaMART leads, you first need to access Pabbly Connect. This platform allows you to automate tasks without any coding skills. Start by visiting the Pabbly Connect website and signing into your account.

After logging in, you will see the dashboard where you can create new workflows. Click on the ‘Create Workflow’ button, name your workflow, and select a folder to save it. This will set the stage for automating the WhatsApp messages sent to your leads.


2. Setting Up the Trigger for IndiaMART Leads

In this step, you will set up the trigger event for your automation. Select IndiaMART as the trigger application in Pabbly Connect. The trigger event will be set to ‘New Lead’ which activates the workflow whenever a new inquiry is received.

  • Choose ‘IndiaMART’ as the trigger application.
  • Select ‘New Leads’ as the trigger event.
  • Copy the webhook URL provided by Pabbly Connect.

Next, go to your IndiaMART account, navigate to the Lead Manager, and click on ‘Push API’. Here, you will paste the webhook URL from Pabbly Connect to establish the connection. Save these settings to complete the trigger setup.


3. Capturing Lead Data from IndiaMART

Once the trigger is set, it’s time to test the connection. You will need to submit a test inquiry from your IndiaMART profile. This will allow Pabbly Connect to capture the lead data and confirm the integration.

After submitting the inquiry, return to Pabbly Connect to check if the webhook response is captured successfully. You should see the details of the inquiry, including the unique query ID, sender name, and contact information.


4. Sending WhatsApp Messages Using Pabbly Connect

Now that you have captured the lead data, the next step is to send a WhatsApp message. Select the WhatsApp application as the action app in Pabbly Connect. Choose ‘Send Template Message’ as the action event.

  • Connect your WhatsApp account by entering the API key.
  • Enter the campaign name and mobile number of the lead.
  • Map the lead’s name to personalize the message.

After filling in the required details, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation that the message has been sent to the lead via WhatsApp, completing the automation process with Pabbly Connect.


5. Final Testing and Summary of the Workflow

To ensure everything is working correctly, conduct a final test by submitting another inquiry through your IndiaMART profile. Check your WhatsApp for the automated message sent by Pabbly Connect. This confirms that the entire workflow is functioning as intended.

In summary, you have successfully set up an automation between IndiaMART and WhatsApp using Pabbly Connect. This integration allows you to send timely responses to leads, enhancing customer engagement for your modular kitchen business.


Conclusion

Using Pabbly Connect, you can automate sending WhatsApp messages to IndiaMART leads effectively. This integration streamlines communication and ensures timely follow-ups, enhancing your modular kitchen business operations.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating Cognito Forms and AWeber Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to integrate Cognito Forms with AWeber using Pabbly Connect to automate subscriber management effortlessly. Follow this detailed guide for a seamless setup. 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


1. Accessing Pabbly Connect for Integration

To start integrating Cognito Forms with AWeber, you need to access Pabbly Connect. This platform allows you to automate tasks without coding. Begin by visiting the Pabbly Connect website and either sign in if you already have an account or sign up for free.

Once you create an account, you will receive 100 free tasks every month. This is a great way to explore the features of Pabbly Connect and test your automations. After signing in, you will be directed to the dashboard where you can create new workflows.


2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow and select a folder. For this integration, name it something like ‘Cognito Form Submission to AWeber’.

  • Name your workflow appropriately.
  • Select a suitable folder for organization.
  • Click ‘Create’ to finalize the setup.

Now, you will see the main workflow screen with two sections: Triggers and Actions. Here, you will set up the trigger for when a new form is submitted in Cognito Forms, which will initiate the action of adding a subscriber in AWeber through Pabbly Connect.


3. Setting Up Cognito Forms as the Trigger

In the trigger section, select Cognito Forms as your application. Choose the trigger event as ‘New Entry’ to capture responses when a new form is submitted. This is crucial as it allows Pabbly Connect to listen for new submissions from your specified form.

Once selected, Pabbly Connect will provide you with a webhook URL. This URL needs to be inserted into your Cognito Forms settings to establish a connection. Navigate to your Cognito form settings and enable the option to post data to a website, pasting the webhook URL into the designated field.


4. Testing the Connection Between Cognito Forms and Pabbly Connect

After setting up the webhook, it’s time to test the connection. Submit a test entry in your Cognito form with dummy data. This action will trigger a response in Pabbly Connect, confirming that the integration is functioning correctly.

Once you submit the form, return to your Pabbly Connect dashboard. You should see the response captured, including all details such as name, email, and service type. This confirms that the data flow from Cognito Forms to Pabbly Connect is successful.

  • Submit the form with random details.
  • Check for the captured response in Pabbly Connect.
  • Ensure all details are accurate in the response.

With this successful test, you can now proceed to set up the action that adds the new subscriber to AWeber.


5. Adding Subscribers to AWeber Using Pabbly Connect

In the action section of your workflow, select AWeber as your application and choose the action event ‘Add or Update Subscriber’. This will allow you to add the new lead captured from Cognito Forms directly to your AWeber list.

After selecting this, you will need to connect your AWeber account to Pabbly Connect. Click on the connect button and authorize Pabbly Connect to access your AWeber account. Once the connection is established, you will be able to map the fields from the Cognito Forms response to the AWeber subscriber fields.

Map the name, email, and other relevant details from the response. Select the appropriate list ID in AWeber. Test the action to ensure it works correctly.

After testing, check your AWeber account to confirm that the new subscriber has been added successfully. This completes the integration process, allowing you to automate the addition of subscribers from Cognito Forms to AWeber using Pabbly Connect.


Conclusion

In this tutorial, we explored how to integrate Cognito Forms with AWeber using Pabbly Connect. This automation streamlines the process of managing subscribers and enhances your marketing efforts effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate Razor Pay with WhatsApp Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Razor Pay with WhatsApp using Pabbly Connect to automate payment notifications. Follow this detailed tutorial 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


1. Setting Up Pabbly Connect for Razor Pay Integration

To begin the integration process, you must first access Pabbly Connect. This platform is essential for connecting Razor Pay with WhatsApp. Sign up or log in to your existing account to start creating workflows that automate your payment notifications.

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you will find options to create a new workflow. Click on the ‘Create Workflow’ button to initiate the setup process.


2. Creating a New Workflow in Pabbly Connect

After clicking on ‘Create Workflow’, you will be prompted to name your workflow. For this integration, name it something relevant, such as ‘Send and Get WhatsApp Message on Successful Razor Pay Payment’. This helps in identifying the workflow later.

  • Select a folder for your workflow, such as ‘Automations’.
  • Click on the ‘Create’ button to finalize the workflow setup.

With the workflow created, you will see options to set up triggers and actions. This is where Pabbly Connect facilitates the automation process by allowing you to link Razor Pay with WhatsApp.


3. Configuring the Trigger for Razor Pay Payments

Now it’s time to set up the trigger for your workflow. Select Razor Pay as your trigger application. This will allow Pabbly Connect to listen for new payment events.

Choose the trigger event as ‘Payment Captured’. This means that every time a payment is successfully captured by Razor Pay, Pabbly Connect will initiate the workflow. You will receive a webhook URL that you need to copy and set up in your Razor Pay account.


4. Setting Up the Webhook in Razor Pay

Log in to your Razor Pay account and navigate to the settings. Under the ‘Account Settings’, find the ‘Webhooks’ section. Here, you will add a new webhook using the URL copied from Pabbly Connect.

  • Paste the webhook URL in the designated field.
  • Select the event ‘Payment Captured’ to ensure it triggers correctly.

Click on the ‘Create Webhook’ button to finalize the setup. Now, whenever a payment is captured, Razor Pay will send a notification to Pabbly Connect, which will trigger the next steps in your workflow.


5. Sending WhatsApp Notifications Using Pabbly Connect

After setting up the webhook, the next step is to send a WhatsApp message to your customers. In Pabbly Connect, add an action step and select ‘WhatsApp by AI Sensei’ as your action application.

Choose the action event as ‘Send Template Message’. You will need to connect your WhatsApp account by entering the API key from your WhatsApp by AI Sensei account. Once connected, you can set up the message template that will be sent to customers upon successful payment.


Conclusion

In this tutorial, we explored how to integrate Razor Pay with WhatsApp using Pabbly Connect to automate payment notifications. By following these steps, you can enhance customer communication and streamline your payment processes effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Send & Get WhatsApp Messages on Paperform Submission using Pabbly Connect

Learn how to use Pabbly Connect to send and receive WhatsApp messages automatically on Paperform submissions. Follow this step-by-step tutorial for seamless integration. 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


1. Introduction to Pabbly Connect for WhatsApp Messaging

Pabbly Connect is a powerful automation tool that facilitates the integration of various applications, including Paperform and WhatsApp. In this tutorial, we will learn how to send and receive WhatsApp messages automatically whenever a form submission occurs in Paperform.

Using Pabbly Connect, you can streamline communication with your registrants and ensure instant notifications for yourself. This integration is particularly useful for businesses hosting webinars or events, allowing for timely engagement with potential attendees.


2. Setting Up Pabbly Connect

To start using Pabbly Connect, visit the Pabbly Connect homepage and sign in or create a free account. Existing users can simply log in, while new users can take advantage of the free tasks offered monthly.

  • Sign in to your Pabbly Connect account.
  • Click on the ‘Create Workflow’ button in the dashboard.
  • Name your workflow, e.g., ‘Send and Get WhatsApp Message on Paperform Submission’.

After naming your workflow, you will be prompted to set up a trigger. Select Paperform as your trigger application, which will allow you to capture new form submissions effectively.


3. Creating the Paperform Integration

Once you have set up your workflow in Pabbly Connect, the next step is to create an integration with Paperform. Choose ‘New Form Submission’ as your trigger event. This ensures that every time someone submits a form, the workflow is activated.

After selecting the trigger event, you will be provided with a webhook URL. Copy this URL and navigate to your Paperform account. Here’s how to integrate:

  • Edit the form you want to connect.
  • Go to ‘After Submission’ settings and select ‘Integrations’.
  • Add the copied webhook URL and set the trigger on ‘New Submission’.

After setting this up, your Paperform will now trigger the Pabbly Connect workflow every time a new submission is made.


4. Setting Up WhatsApp Integration

With the Paperform integration complete, the next step is to connect WhatsApp using Pabbly Connect. Select WhatsApp by AiSensy as your action application. This connection allows you to send messages to your registrants automatically.

Choose the action event as ‘Test Send Template Message’. To connect, you will need your API key from your WhatsApp by AiSensy account. Follow these steps:

Log in to your WhatsApp by AiSensy account. Navigate to ‘Manage’ and select ‘API Key’. Copy the API key and paste it into Pabbly Connect.

After entering the API key, you can set the campaign name and map the mobile number and other required fields to complete the setup. This ensures that the relevant details from the form submission are included in the message.


5. Testing the Integration

After configuring both Paperform and WhatsApp within Pabbly Connect, it’s essential to test the integration to ensure everything works seamlessly. Perform a test submission on your Paperform to trigger the workflow.

Check your WhatsApp to confirm that you receive the intended messages. You should see a confirmation message sent to the registrant and another notification sent to yourself, detailing the registration information. This step is crucial for verifying that your setup is functioning correctly.

Once you confirm that both messages are received, your integration is complete! You can now automate your communication process for future form submissions.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to send and receive WhatsApp messages based on Paperform submissions. By following these steps, you can enhance your communication with registrants and streamline your processes effectively. This automation saves time and ensures timely engagement, making your operations more efficient.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate Instagram Lead Ads with MongoDB Using Pabbly Connect

Learn how to automate the integration of Instagram Lead Ads with MongoDB using Pabbly Connect in this step-by-step 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


1. Setting Up Pabbly Connect for Instagram Lead Ads

To integrate Instagram Lead Ads with MongoDB, we first need to set up Pabbly Connect. This platform allows us to automate the process of adding new leads to our MongoDB database seamlessly. Start by signing up for a free account on Pabbly Connect, which can be done in just a couple of minutes.

Once you are logged into your Pabbly Connect dashboard, create a new workflow. Click on the ‘Create Workflow’ button and name it, for example, ‘Instagram Leads to MongoDB’. This workflow will handle the automation between Instagram Lead Ads and MongoDB.


2. Connecting Instagram Lead Ads to Pabbly Connect

In this step, we will connect our Instagram Lead Ads account to Pabbly Connect. This is essential for receiving new lead information directly into our workflow. In the trigger window, select ‘Instagram Lead Ads’ as the app and choose the trigger event as ‘New Lead Instant’.

  • Select ‘Connect’ and then ‘Add New Connection’.
  • Ensure your Instagram account is linked to your Facebook account.
  • Choose the Facebook page associated with your Instagram ads.

After confirming these connections, you will need to select the specific lead generation form from which you want to capture leads. Click on ‘Save and Send Test Request’ to ensure that Pabbly Connect is ready to receive lead data.


3. Testing Instagram Lead Ads with Meta Lead Tool

To test the integration, we can use the Meta Lead Testing Tool. This tool allows us to generate a test lead that Pabbly Connect will capture. Click on the Meta Lead Testing Tool and select your Facebook page and lead generation form. using Pabbly Connect

  • Fill in the lead details, such as name, email, and phone number.
  • Submit the test lead to check if Pabbly Connect captures it successfully.

Once the test lead is submitted, return to Pabbly Connect to see if the lead details have been received. You should see the test lead data reflecting in the workflow, confirming that the connection is working properly.


4. Adding Leads to MongoDB Using Pabbly Connect

Now that we have captured leads from Instagram, the next step is to add these leads to MongoDB using Pabbly Connect. In the action window, select ‘MongoDB’ as the app and choose the action event ‘Create Record’.

To establish the connection, you will need to enter your MongoDB connection string. Go to your MongoDB account, navigate to the Network Access section, and add your current IP address. Once added, proceed to copy the connection string from the Clusters section and paste it into Pabbly Connect.

Ensure that you have entered the correct database name and collection name where you want to store the leads. Map the lead details from Instagram to the respective fields in MongoDB.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to check if the data is successfully added to MongoDB. Refresh your MongoDB collection to verify that the new lead details have been recorded.


5. Verifying the Integration and Workflow

To ensure everything works correctly, we will perform a final test of the automation created with Pabbly Connect. Use the Meta Lead Testing Tool again to generate another test lead, ensuring that it is a different lead from the previous test.

After submitting the new test lead, return to your MongoDB account and refresh the collection page. You should see the new lead added with all the correct details. This confirms that the integration between Instagram Lead Ads and MongoDB via Pabbly Connect is functioning perfectly.

With this setup, you can now automate the process of adding leads from Instagram directly into your MongoDB database, saving time and ensuring accurate data collection.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration of Instagram Lead Ads with MongoDB. By following these steps, you can streamline your lead management process and ensure that all new leads are captured efficiently.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate Instamojo with WhatsApp Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate WhatsApp notifications for failed Instamojo payments using Pabbly Connect. Follow this detailed tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. This platform allows you to automate workflows between different applications. First, create a free account on Pabbly Connect to get started.

Once you have logged in, navigate to the dashboard. Here, you can easily set up your automation workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Instamojo to WhatsApp’ and select the appropriate folder for your automation.


2. Triggering Failed Payments from Instamojo

The first step in the automation is to set up a trigger in Pabbly Connect. You will need to connect your Instamojo account to capture failed payment notifications. In the trigger step, select Instamojo as the app and choose the trigger event as ‘Failed Payment’.

  • Select Instamojo from the app list.
  • Choose the trigger event as ‘Failed Payment’.
  • Copy the provided webhook URL.

After copying the webhook URL, you will need to add it to your Instamojo payment page settings. This allows Pabbly Connect to receive notifications whenever a payment fails. By doing this, you ensure that all failed payment details are captured seamlessly.


3. Configuring the Instamojo Webhook

Now, navigate to your Instamojo account and go to the payment page where you want to set up the webhook. Click on the three dots and select ‘Edit Page’.

In the edit mode, scroll down to find the webhook settings. Turn on the webhook option and paste the copied URL from Pabbly Connect. Ensure that you select ‘Failed Payment’ as the event to be captured.


4. Sending WhatsApp Notifications via AI Sensei

After successfully setting up the trigger, the next step is to send WhatsApp notifications. In the action step of Pabbly Connect, search for AI Sensei and select it. Choose the action event as ‘Send Template Message’.

  • Connect your AI Sensei account by providing the API key.
  • Select the campaign name you created for WhatsApp notifications.
  • Map the mobile number from the trigger step to send the message.

By configuring these settings, you ensure that every time a payment fails, a WhatsApp message is sent to the customer with the relevant details and a link to retry the payment.


5. Testing the Integration

Once everything is set up, it’s crucial to test the integration. Try making a payment on your Instamojo payment page and intentionally fail it. This will trigger the workflow in Pabbly Connect.

Check your WhatsApp account to confirm that the notification has been sent successfully. The message should include the customer’s name, details about the failed payment, and a link to retry the payment.


Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate WhatsApp notifications for failed payments on Instamojo. By following these steps, you can enhance customer communication and improve payment success rates.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Add IndiaMART Leads to Google Sheets Using Pabbly Connect

Learn how to automate adding IndiaMART leads to Google Sheets for your social media marketing agency using Pabbly Connect. Step-by-step guide included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for IndiaMART Leads

To begin with, accessing Pabbly Connect is the first step in automating the process of adding IndiaMART leads to Google Sheets. You can sign in to your existing account or create a new one if you are a first-time user. Pabbly Connect offers a free plan that allows you to get started with 100 free tasks each month.

Once logged in, you will see various applications available in Pabbly. Select Pabbly Connect by clicking on the ‘Access Now’ button. This will take you to the dashboard where you can create your workflow to automate lead capturing from IndiaMART to Google Sheets.


2. Creating a Workflow in Pabbly Connect

Now that you are in Pabbly Connect, you need to create a workflow to connect IndiaMART and Google Sheets. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking for a workflow name and folder selection.

  • Name your workflow: ‘Add IndiaMART Leads to Google Sheets for Social Media Marketing Agency’.
  • Select a folder: Choose the folder where you want to save this workflow.

After naming your workflow and selecting the folder, click on the ‘Create’ button to finalize your workflow setup. You will see two windows: one for the trigger and another for the action.


3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. You will select IndiaMART as the trigger application, which will activate whenever a new lead is generated. From the trigger event dropdown, choose ‘New Leads’.

Pabbly Connect will provide you with a unique webhook URL. This URL is essential for connecting IndiaMART to Pabbly Connect. Copy this URL, as you will need it in the next steps. Log in to your IndiaMART account and navigate to the Lead Manager section.

  • Go to the ‘Import and Export Leads’ option.
  • Select ‘Push API’ integration.
  • Enter the platform name as ‘Pabbly Connect’ and paste the copied webhook URL.
  • Click on ‘Save Details’ to establish the connection.

After saving the details, you can test the connection by generating a test lead in IndiaMART to ensure everything is set up correctly.


4. Generating a Test Lead in IndiaMART

To verify the connection between IndiaMART and Pabbly Connect, generate a test lead. Log into your IndiaMART account and create a dummy product. Click on the ‘Contact Supplier’ button and fill in the required fields, including the inquiry message.

For example, you might write: ‘Looking for a comprehensive social media marketing strategy for my clothing store, please share pricing and packages.’ After submitting the inquiry, check back in Pabbly Connect to see if it captured the response.

Ensure that the inquiry includes necessary details such as GST number and contact information. Verify that Pabbly Connect has captured the test lead data correctly.

If the test lead appears in your Pabbly Connect workflow, the trigger setup is successfully completed, and you are ready to set up the action step.


5. Setting Up the Action in Pabbly Connect

The final step is to set up the action in Pabbly Connect. Select Google Sheets as the action application and choose ‘Add New Row’ as the action event. Click on the ‘Connect’ button to create a connection between Google Sheets and Pabbly Connect.

Authorize the connection by signing in with your Google account and allowing the necessary permissions. After successfully authorizing, select the specific spreadsheet you created for IndiaMART lead details.

Choose the sheet where you want to store the lead data. Map the fields from the previous step to the corresponding columns in Google Sheets. Click on ‘Save and Send Test Request’ to check if the data is being added correctly.

Once you confirm that the lead details are added to Google Sheets, your automation is complete. You now have a seamless system for capturing leads from IndiaMART directly into Google Sheets using Pabbly Connect.


Conclusion

In this tutorial, we explored how to automate the process of adding IndiaMART leads to Google Sheets using Pabbly Connect. By following these steps, you can streamline your lead management for your social media marketing agency effectively. This integration ensures that all inquiries are captured systematically and efficiently.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to automate the process of adding IndiaMART leads to Salesforce using Pabbly Connect in this detailed step-by-step tutorial. 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


1. Accessing Pabbly Connect to Start Integration

To begin integrating IndiaMART leads with Salesforce, you first need to access Pabbly Connect. This platform allows you to automate workflows efficiently. Start by visiting the Pabbly Connect website and signing in to your account.

If you are a new user, you can sign up for free and receive 100 free tasks every month. Once logged in, you will see the dashboard where you can choose the applications for integration.


2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow for the integration. Click on the ‘Create Workflow’ button located at the top right of the dashboard. A dialog box will appear asking for a workflow name and folder selection.

  • Workflow Name: ADD IndiaMART Leads to Salesforce
  • Select Folder: Choose the folder where you want to save your workflow.

After entering the workflow name and selecting a folder, click the ‘Create’ button to finalize your workflow setup in Pabbly Connect. Now, you will see two windows labeled Trigger and Action, which are essential for automation.


3. Setting Up the Trigger in Pabbly Connect

The trigger in Pabbly Connect is where you specify the event that initiates the automation. For this integration, select IndiaMART as the trigger application. The trigger event will be set to ‘New Lead’. This means whenever a new lead is generated in IndiaMART, the automation will kick off.

After selecting IndiaMART, you will be provided with a webhook URL. This URL needs to be copied and used to connect your IndiaMART account to Pabbly Connect. To do this, log in to your IndiaMART account and navigate to the Lead Manager section.


4. Connecting IndiaMART to Pabbly Connect

In the Lead Manager section of IndiaMART, click on the ‘Import/Export Leads’ option, then select ‘Push API’. Here, you will paste the webhook URL that you copied earlier. Enter ‘Pabbly Connect’ as the platform name and click the ‘Save Details’ button.

Once the webhook URL is successfully added, you can go back to your workflow in Pabbly Connect. It will indicate that it is ready for the webhook response. To test the integration, generate a test lead in your IndiaMART account. This can be done by creating a dummy product and submitting a lead through the contact supplier button.


5. Setting Up the Action in Pabbly Connect

After confirming that the webhook is capturing leads, it’s time to set up the action in Pabbly Connect. For the action application, select Salesforce and choose the action event as ‘Create Contact’. This will allow you to automatically add the leads captured from IndiaMART as contacts in Salesforce.

Click on the ‘Connect’ button and authorize the connection with Salesforce. You will need to allow access for Pabbly Connect to manage your Salesforce data. After authorization, you will be prompted to map the data fields from the previous step, ensuring all necessary information is transferred correctly.

Once you have mapped the fields, click ‘Save and Send Test Request’. Check your Salesforce account to confirm that the new contact has been created successfully. This indicates that the integration between IndiaMART and Salesforce via Pabbly Connect has been successfully established.


Conclusion

By following this tutorial, you can easily automate the process of adding IndiaMART leads to Salesforce using Pabbly Connect. This integration streamlines your workflow and enhances efficiency, allowing you to focus on responding to leads promptly and managing your sales pipeline effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating Google Chat with Automation Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Google Chat with Automation Using Pabbly Connect to streamline notifications for new leads. Follow this detailed tutorial for seamless setup. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions. with Pabbly Connect.

Watch Step By Step Video Tutorial Below


1. Setting Up Google Chat Notifications

Google Chat is a powerful tool for team communication, and integrating it with Automation can streamline your lead notifications. In this integration, we will automate notifications to your Google Chat space whenever a new lead is captured through Typeform.

To start, ensure you have a Google Chat space set up for your team. This space will receive notifications about new leads, allowing your team to act promptly. Using Pabbly Connect, we can set up this automation without any coding skills.


2. Creating a Workflow in Make

To create a workflow in Make, first log into your account. Click on the ‘Create Workflow’ button to start the process. You will need to name your workflow something descriptive, like ‘Notify Team on Google Chat for Typeform Submission’. using Pabbly Connect

Once named, you will see options for setting up a trigger and an action. For this automation, the trigger will be the submission of a new Typeform entry, and the action will be sending a notification to Google Chat. Follow these steps to set up:

  • Log into your Make account.
  • Click on ‘Create Workflow’.
  • Name your workflow.

After setting up the workflow, select Typeform as your trigger application and choose ‘New Entry’ as the trigger event. This means that every time a new entry is submitted in Typeform, the workflow will be activated.


3. Connecting Typeform to Google Chat

With your workflow created, the next step is to connect Typeform to Google Chat. Go back to Make and select Typeform as your trigger application. Choose ‘New Entry’ as the event to capture new submissions. using Pabbly Connect

Next, you will need to set up the connection between Make and Typeform. Click on the ‘Connect’ button, and if you don’t have an existing connection, choose ‘Add New Connection’. Log into your Typeform account and authorize Make to access your data. After successfully connecting, select the specific Typeform you want to monitor for new leads.

  • Select your Typeform from the list.
  • Click on ‘Save and Send Test Request’ to ensure the connection works.

Once the test is successful, Make will be ready to capture responses from your Typeform whenever a new lead submits their information.


4. Sending Notifications to Google Chat

After successfully connecting Typeform to Make, it’s time to set up the action to send notifications to Google Chat. In your workflow, select Google Chat as your action application. Choose ‘Create Message’ as the action event. using Pabbly Connect

To set up this connection, you will need the webhook URL from your Google Chat space. Go to your Google Chat space, find the settings for webhooks, and create a new webhook. Copy the webhook URL and paste it into Make when prompted.

Create a new webhook in Google Chat. Copy the webhook URL and paste it into Make.

Finally, customize the message that will be sent to your team. Include dynamic fields such as the lead’s name, email, phone number, and preferred location. This way, every time a new lead submits their information, your team will receive a tailored notification.


5. Testing the Integration

Now that everything is set up, it’s crucial to test the integration. Go back to your Typeform and submit a test entry with sample lead information. Once submitted, check your Google Chat space to see if the notification appears. using Pabbly Connect

If the setup is correct, your team should receive a message with all the lead details. This confirmation indicates that the integration is successful and that your team can now respond to leads quickly.

Submit a test entry in Typeform. Verify the notification in Google Chat.

With this automation in place, your team can efficiently manage new leads and enhance your real estate agency’s responsiveness.


Conclusion

This tutorial covered the process of integrating Google Chat with Automation Using Pabbly Connect to streamline lead notifications. By following these steps, you can ensure your team stays informed and responsive to new leads.

Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.

If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.

Integrate Stripe with Pabbly Connect for Automated Email Marketing

Learn how to integrate Stripe payments with Pabbly Connect to automate subscriber creation in Pabbly Connect. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start integrating Stripe with Pabbly Connect, first, you need to access Pabbly Connect. This platform allows you to create automated workflows without any coding skills. Simply go to the Pabbly Connect website and sign in or sign up for a free account.

Once logged in, navigate to the dashboard where you can manage your workflows. Look for the option to create a new workflow. This is where you will set up the integration between Stripe and Pabbly Email Marketing.


2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, and name your workflow appropriately, such as ‘Stripe to Pabbly Email Marketing Integration’. Select a folder to save this workflow.

  • Name your workflow clearly for future reference.
  • Select an appropriate folder to organize your workflows.

After creating the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger will be Stripe, which initiates the workflow whenever a payment is made. This sets the stage for the automation process.


3. Setting Up Stripe as the Trigger in Pabbly Connect

Now, you will configure Stripe as the trigger application in Pabbly Connect. Select ‘Stripe’ from the list of applications and choose the trigger event, which is ‘New Charge’. This means that whenever a new charge is created in Stripe, it will trigger the workflow.

Next, you need to connect Pabbly Connect with your Stripe account. A webhook URL will be generated, which you will need to paste into your Stripe account under the Developers section. This establishes a connection between the two platforms.

  • Go to Stripe’s Developers section and find the Webhooks option.
  • Create a new endpoint and paste the webhook URL from Pabbly Connect.
  • Select the event ‘Charge Succeeded’ for the endpoint.

After saving the webhook, return to Pabbly Connect to test the connection. This verifies that everything is set up correctly and that your workflow is ready to respond to Stripe charges.


4. Adding Subscribers to Pabbly Email Marketing

With the trigger set, it’s time to configure the action in Pabbly Connect to add subscribers to Pabbly Email Marketing. Select ‘Pabbly Email Marketing’ as your action application and choose ‘Add Subscriber’ as the action event. This ensures that every time a payment is made, a new subscriber is created automatically.

To connect Pabbly Connect with Pabbly Email Marketing, you will need to enter your API token. Follow the instructions provided in the Pabbly Connect interface to obtain this token and paste it into the designated field.

Select the list in which you want to add the subscriber. Map the email and name fields from the Stripe payment response. Click on ‘Save and Send Test Request’ to ensure the subscriber is added correctly.

After saving the action, check your Pabbly Email Marketing dashboard to confirm that the subscriber has been added successfully. This completes the integration process between Stripe and Pabbly Connect.


5. Testing the Integration Workflow

To ensure the integration is working smoothly, perform a test payment through Stripe. Use dummy details to simulate a transaction. Once the payment is processed, check back in Pabbly Connect to see if the response from Stripe has been captured.

After confirming that the payment details appear in Pabbly Connect, navigate to your Pabbly Email Marketing dashboard to verify that the new subscriber has been added. This step ensures that your automation is functioning as intended.

Make a test payment and check the webhook response in Pabbly Connect. Verify that the subscriber appears in your email marketing list.

By successfully testing the workflow, you confirm that Pabbly Connect has effectively automated the process of adding new subscribers based on Stripe payments.


Conclusion

Using Pabbly Connect, you can seamlessly integrate Stripe payments with Pabbly Email Marketing, automating subscriber creation. This integration streamlines your workflow, ensuring efficient management of your email marketing efforts.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.