Author: Rajpal Tomar

Learn how to automate WhatsApp messages to IndiaMart leads using Pabbly Connect. Step-by-step tutorial on integrating applications seamlessly. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate WhatsApp messages to IndiaMart leads, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for a free account, which provides you with 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows and manage existing ones. To set up the automation, click on the ‘Create Workflow’ button. You will then be prompted to name your workflow and select a folder for organization.

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2. Creating the Workflow with IndiaMart and AI Sensei

In this section, we will create a workflow that connects IndiaMart with AI Sensei using Pabbly Connect. Name your workflow something descriptive, like ‘WhatsApp Messages for IndiaMart Leads’. After naming, select the appropriate folder for your workflow.

• Select IndiaMart as the trigger application.
• Choose the trigger event as ‘New Leads’.
• Connect your IndiaMart account using the webhook URL provided by Pabbly Connect.

After setting up the trigger, you will need to test the connection. This is done by submitting a test inquiry through your IndiaMart profile. Once the inquiry is submitted, check your Pabbly Connect dashboard to confirm that the lead has been captured successfully.

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3. Sending WhatsApp Messages Using AI Sensei

Next, we will configure the action step to send WhatsApp messages using AI Sensei through Pabbly Connect. Select AI Sensei as your action application and choose the action event as ‘Send Template Message’. This step is crucial for automating the message delivery to your leads.

To establish a connection, you will need to input your API key from AI Sensei. Once connected, you must specify the details for the message template. Ensure that you fill in the campaign name and map the necessary fields, such as the lead’s mobile number and name, from the data captured in the previous step.

• Enter the campaign name relevant to your inquiry.
• Map the mobile number and name fields to ensure dynamic content.
• Save the configuration and send a test message to confirm everything works.

After setting up the action, test the workflow to verify that the WhatsApp message is sent successfully to the lead. This will confirm that your automation between IndiaMart and AI Sensei via Pabbly Connect is functioning correctly.

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4. Finalizing the Integration and Testing

To finalize the integration, ensure that all steps are correctly configured in Pabbly Connect. Review the trigger and action settings to confirm that they align with your intended automation process. Testing is essential to ensure everything operates smoothly.

Once you have reviewed the settings, conduct a final test by submitting another inquiry through your IndiaMart profile. Check your WhatsApp to see if you receive the automated message. This step is crucial as it validates the entire workflow.

If the message is received successfully, your integration is complete. You can now manage leads more efficiently, as every inquiry will trigger an automated WhatsApp response, enhancing customer engagement.

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Conclusion

In conclusion, automating WhatsApp messages to IndiaMart leads using Pabbly Connect simplifies communication and improves response times. By following the detailed steps outlined, you can set up a seamless integration between IndiaMart and AI Sensei.

Learn how to automate Google Forms submissions to InCharge using Pabbly Connect in this step-by-step tutorial. Save time and streamline your lead management process! 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 automating submissions from Google Forms to InCharge, you need to access Pabbly Connect. Start by signing into your Pabbly Connect account. If you are a new user, you can sign up for free and enjoy 100 free tasks monthly.

Once logged in, the Pabbly Connect dashboard will appear. Here, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow; for this tutorial, name it ‘Create or Update InCharge Person on Google Form Submission’ and select an appropriate folder. After that, click on the ‘Create’ button to set up your workflow.

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2. Setting Up Google Forms as a Trigger in Pabbly Connect

In this section, we will set Google Forms as the trigger application in Pabbly Connect. Click on the trigger application field and select Google Forms. For the trigger event, choose ‘New Response Received’. This setup will ensure that every time a new form submission occurs, Pabbly Connect captures the data.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your Google Form and go to the ‘Responses’ tab. Click on ‘Link to Sheets’ to create a new spreadsheet that will store the form responses. This spreadsheet will be directly connected to Pabbly Connect, allowing it to capture the new submissions automatically.

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3. Connecting Google Sheets to Pabbly Connect

After creating the spreadsheet, you need to connect it to Pabbly Connect. From the spreadsheet, go to the ‘Extensions’ menu, then select ‘Add-ons’ and choose ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already.

• Navigate to the ‘Extensions’ menu in your spreadsheet.
• Select ‘Pabbly Connect Webhooks’ and click on ‘Initial Setup’.
• Paste the webhook URL and set the trigger column to G.

Once the setup is complete, click on the ‘Submit’ button. This will establish a connection between your Google Form responses and Pabbly Connect, allowing it to capture the data whenever a new submission is made.

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4. Testing the Integration with Pabbly Connect

Now that your Google Forms and Google Sheets are connected through Pabbly Connect, it’s time to test the integration. Fill out the Google Form with test data and submit it. After submission, Pabbly Connect should capture the response.

Check the Pabbly Connect workflow dashboard to see if it shows a ‘Waiting for Webhook Response’ message. If it does, this means the integration is set up correctly. You should see that the data from the form submission is captured in Pabbly Connect.

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5. Adding Leads to InCharge via Pabbly Connect

In this final step, you will set InCharge as the action application in Pabbly Connect. Select InCharge and choose the action event ‘Add or Update Person’. This allows you to create a new lead in your InCharge account based on the form submission data.

After selecting the action event, connect your InCharge account by following the authorization prompts. Once connected, you will need to map the data from the Google Form submission to the relevant fields in InCharge. This includes mapping the first name, last name, email, and company name.

Once you have mapped all necessary fields, click on the ‘Save and Test’ button. If successful, you will see the new lead added to your InCharge account. This completes the automation process, ensuring that every new lead from Google Forms is automatically added to your email marketing tool through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate the process of adding Google Forms submissions to InCharge using Pabbly Connect. By following these steps, you can save time and streamline your lead management process effectively.

Learn how to integrate URL and Mojo with Notion using Pabbly Connect. Follow our step-by-step tutorial to automate your workflows efficiently. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, first, access Pabbly Connect by visiting the official website. Here, you can either sign up for free or log in if you already have an account. This platform allows you to connect various applications seamlessly.

Once logged in, you’ll see the dashboard where you can access all Pabbly tools. To start creating your workflow, click on the ‘Create Workflow’ button located at the top right corner of your dashboard. This will lead you to the workflow creation page.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to connect URL and Mojo with Notion using Pabbly Connect. After clicking on ‘Create Workflow,’ you will need to name your workflow and select a folder to save it in. For this integration, name your workflow something like ‘Failed Payment Details to Notion.’

• Select the trigger application as Mojo.
• Choose the trigger event as ‘Failed Payment.’
• Copy the webhook URL provided for further use.

After setting up the trigger, you will need to configure the webhook in your Mojo account to ensure that failed payment details are sent to Pabbly Connect. This step is crucial for the automation to work correctly.

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3. Configuring the Webhook in Mojo

Once you have copied the webhook URL from Pabbly Connect, log into your Mojo account. Navigate to the page settings for the product you want to track. Here, you will find the option to enter the webhook URL. Paste the URL you copied earlier and enable the webhook.

Make sure to select the option for ‘Failed Payment’ in the settings. This configuration allows Mojo to communicate with Pabbly Connect whenever a payment fails, sending the relevant details to your workflow.

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4. Testing the Integration with Pabbly Connect

To ensure that everything is set up correctly, perform a test by attempting a payment on your product page. Use a test account to simulate a failed payment. Once the payment fails, Pabbly Connect should capture the response from Mojo.

Check your workflow in Pabbly Connect to see if the details of the failed payment are recorded. The captured information should include the customer’s name, email, and the product they attempted to purchase. This confirms that the integration is functioning as intended.

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5. Adding Failed Payment Details to Notion

Now that you have successfully set up the trigger, the next step is to add the failed payment details to Notion. In your Pabbly Connect workflow, select Notion as the action application and choose the action event as ‘Create Database Item.’

• Connect your Notion account to Pabbly Connect.
• Select the database where you want to store the failed payment details.
• Map the fields from the Mojo response to the corresponding fields in Notion.

After mapping the fields, click on ‘Save and Send Test Request’ to ensure the data is sent to Notion. Verify that the new entry appears in your Notion database, confirming that the integration is complete.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate URL and Mojo with Notion. By following these steps, you can automate the process of adding failed payment details to your Notion database, streamlining your workflow efficiently.

Learn how to integrate WhatsApp with Cognitive Forms using Pabbly Connect for seamless automation. Follow this detailed tutorial for step-by-step instructions. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with Cognitive Forms, you first need to access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. You can sign up for a free account or log in if you are an existing user.

Once logged in, you will see the dashboard where you can create workflows. Click on the ‘Create Workflow’ button located at the top right corner to begin the integration process. This is the first step in setting up the automation that will send WhatsApp messages based on Cognitive Form submissions.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that connects Cognitive Forms with WhatsApp using Pabbly Connect. After clicking on the ‘Create Workflow’ button, you will be prompted to name your workflow. For this tutorial, name it ‘Send and Get WhatsApp Messages on Cognitive Form Submission’.

• Select the folder where you want to save this workflow.
• Ensure you have Cognitive Forms as your trigger application.
• Choose the trigger event as ‘New Entry’.

After setting the trigger, you will receive a webhook URL that you will use to connect your Cognitive Forms with Pabbly Connect. Copy this URL to proceed with the integration.

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3. Connecting Cognitive Forms to Pabbly Connect

Now, navigate to your Cognitive Forms account and select the form you want to integrate. In the form settings, enable the option to post JSON data to a website and paste the webhook URL you copied from Pabbly Connect.

After saving the changes, publish the form. This step ensures that every time someone submits the form, the data is sent to Pabbly Connect, triggering the automation. You can test this by submitting a dummy entry to see if the webhook captures the data correctly.

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4. Setting Up WhatsApp Integration via Pabbly Connect

With your Cognitive Forms integrated, the next step is to set up WhatsApp messaging through Pabbly Connect. In your workflow, add an action step and select ‘WhatsApp by AI Sensei’ as the action application. Choose the action event as ‘Send Template Message’.

• Connect your WhatsApp by AI Sensei account using the API key.
• Enter the campaign name for the template message you wish to send.
• Map the lead’s phone number and name dynamically from the previous step.

After completing these fields, save and send a test request to ensure that the WhatsApp message is sent correctly. You should receive a welcome message confirming the submission.

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5. Finalizing the Automation Process

To complete the integration, you need to set up an additional action step to receive lead details via WhatsApp. Again, select ‘WhatsApp by AI Sensei’ and choose the same action event, ‘Send Template Message’.

Enter the campaign name for the lead alert message and map the necessary details, such as the lead’s name, email, phone number, city, and type of property. Once you have filled in all required fields, save and send a test request.

Upon successful execution, you will receive a WhatsApp message containing all the lead details, confirming that the integration works perfectly. This demonstrates how Pabbly Connect facilitates seamless communication between your Cognitive Forms and WhatsApp.

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Conclusion

Integrating WhatsApp with Cognitive Forms using Pabbly Connect streamlines your communication process. With automated messages for lead submissions, you enhance responsiveness and efficiency in managing inquiries. This setup ensures that both you and your leads receive timely updates and confirmations.

Learn how to integrate Instamojo with Notion using Pabbly Connect for seamless automation of payment details. Follow our detailed tutorial for step-by-step instructions. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To start integrating Instamojo with Notion, you need to access Pabbly Connect. Simply visit the Pabbly Connect website by typing the URL in your browser. Once there, you will see options to sign in or sign up for free.

If you’re a new user, click on the ‘Sign up for free’ button to create your account. After signing up, you will receive 100 free tasks each month to explore the features of Pabbly Connect. If you already have an account, just click ‘Sign in’ to log in.

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Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ option to start the process. A dialog box will prompt you to name your workflow; enter a descriptive name like ‘Add Successful Instamojo Payment Details to Notion’.

Next, select the appropriate folder for your workflow, such as ‘Automations for Learning Management’. Once everything is set, click on ‘Create’ to proceed. Now you will see two main sections: Trigger and Action, which are essential for setting up the automation.

• Name your workflow clearly for easy identification.
• Select a relevant folder to organize your workflows.
• Understand that Trigger initiates the workflow, while Action is the task performed.

Now that your workflow is created, you are ready to set up the Trigger and Action components that will connect Instamojo and Notion through Pabbly Connect.

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Setting Up the Trigger with Instamojo

The next step is to set up the Trigger in Pabbly Connect. Select Instamojo as your trigger application and choose the event ‘New Sale’ to capture whenever a successful payment is made. This will allow you to automate the process of recording payment details.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL must be added to your Instamojo account to establish the connection. Go to your Instamojo dashboard, locate the smart page for your product, and navigate to the page settings where you can paste the webhook URL into the ‘Webhook’ field.

• Select the page settings in Instamojo for your product.
• Paste the webhook URL provided by Pabbly Connect.
• Ensure to save the changes to activate the webhook.

Once saved, Pabbly Connect will start waiting for a response from Instamojo, indicating that the connection is successful.

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Capturing Payment Details in Pabbly Connect

Now that the connection is established, it’s time to test the integration by making a payment through Instamojo. Navigate to your smart page and fill in the payment details. Once you complete the payment, Pabbly Connect will capture the payment details, including the student’s name, email, phone number, and transaction ID.

In the Pabbly Connect dashboard, you will see the captured response with all relevant details. This confirms that the integration is functioning properly. You can review the details captured to ensure they match the information entered during the payment process.

Verify that the payment status is marked as ‘Success’. Check that all customer details are accurately captured. Ensure the transaction ID is unique for each payment.

With these details captured, you are now ready to proceed to the next step of sending this information to Notion using Pabbly Connect.

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Adding Payment Details to Notion

To complete the automation, you need to set up the Action in Pabbly Connect to send the captured payment details to Notion. Select Notion as your action application and choose the event ‘Create Database Item’. This will allow you to add the payment details to your Notion database.

After selecting the action event, you will need to connect your Notion account to Pabbly Connect. Once connected, select the database where you want to store the payment details, such as ‘PHP Programming Course Students Details’. Then, map the fields from the Instamojo response to the corresponding fields in your Notion database.

Map the first name, email, and phone number fields from Instamojo to Notion. Ensure that the transaction ID is also mapped correctly. Test the action to confirm that data is being sent to Notion as expected.

Once everything is set up, click on ‘Save and Send Test Request’ to finalize the process. You should see the new payment entry in your Notion database, confirming that the integration is successful.

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Conclusion

This tutorial demonstrated how to seamlessly integrate Instamojo with Notion using Pabbly Connect. By automating the process of recording payment details, you can save time and enhance your workflow efficiency. With the steps outlined, you can easily set up this integration for your business needs.

Utilizing Pabbly Connect for such integrations allows for a more streamlined approach to managing your online transactions and records. Start automating your processes today for better productivity!

Learn how to enroll Rigi users automatically through Paperform submissions using Pabbly Connect. Follow our step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Paperform and Rigi, first, access Pabbly Connect. This platform serves as the central hub for building workflows that automate tasks between applications.

Open your browser and navigate to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button to create one. Existing users can simply log in to their accounts. This process takes only a couple of minutes, and you will receive 100 free tasks every month.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button, and a pop-up window will appear.

In the pop-up, name your workflow. For this integration, name it ‘Enroll Rigi User on Paperform Submission’. Select the folder where you want to save this workflow. After that, click on ‘Create’ to proceed. Your workflow will now have a trigger and action section.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select the desired folder for your workflow.

Now, you have successfully created a new workflow that will allow you to connect Paperform and Rigi seamlessly.

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3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. The trigger will initiate the workflow when a new submission is received from Paperform.

Search for the Paperform application in the trigger section and select it. Choose ‘New Form Submission’ as your trigger event. This setup ensures that every time a new form is submitted, the workflow is activated.

• Select ‘Paperform’ as your trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Connect Paperform to Pabbly Connect using the provided webhook URL.

After setting up the trigger, you will be prompted to connect Paperform to Pabbly Connect using a webhook URL. Copy this URL and paste it into your Paperform account to establish the connection.

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4. Configuring Paperform to Work with Pabbly Connect

With the webhook URL copied, head to your Paperform account. Locate the specific form you want to integrate and click on the ‘Edit’ button.

Navigate to the ‘After Submission’ settings and select ‘Integrations’. Here, you will add the webhook URL you copied from Pabbly Connect. Make sure to set the trigger event to ‘New Submission’. This step is crucial for ensuring that the correct data is sent to Pabbly Connect whenever a form is submitted.

Edit your Paperform and go to ‘After Submission’. Select ‘Integrations’ and add the webhook URL. Set the trigger event to ‘New Submission’.

After saving these settings, your Paperform is now configured to send submission data to Pabbly Connect, completing the setup for the trigger.

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5. Setting Up the Action to Enroll Users in Rigi

The final step is to configure the action in Pabbly Connect that will enroll users in Rigi. After receiving the form submission data, you need to select Rigi as the action application.

Choose ‘Import User’ as your action event. To connect Rigi with Pabbly Connect, you will need to provide a token from your Rigi account. This token is essential for authenticating the connection.

Select ‘Rigi’ as the action application. Choose ‘Import User’ as the action event. Provide the required token from your Rigi account.

After entering the token, map the fields from the Paperform submission to the corresponding fields in Rigi. This process ensures that the user’s details are accurately transferred during enrollment.

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Conclusion

In this tutorial, we explored how to automate the enrollment of Rigi users through Paperform submissions using Pabbly Connect. By following the steps outlined, you can efficiently set up integrations that simplify your workflow and enhance user management.

Learn how to automate Gravity Forms submissions to MongoDB using Pabbly Connect. Step-by-step guide for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To begin with, you need to access Pabbly Connect for automating the integration between Gravity Forms and MongoDB. Start by creating a new workflow in Pabbly Connect, naming it something like ‘Gravity Forms to MongoDB.’ This naming helps you identify the workflow easily later.

Once you’ve named your workflow, select the appropriate folder in your Pabbly Connect account. Click on the ‘Create’ button to initiate the setup. This action opens a new workflow interface featuring two main sections: the trigger and action windows.

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2. Configuring the Gravity Forms Trigger in Pabbly Connect

The first step in your automation is to set up the trigger in Pabbly Connect. In the trigger window, search for ‘Gravity Forms’ and select it. For the trigger event, choose ‘New Response’ from the dropdown menu. Pabbly Connect will then generate a webhook URL.

• Copy the provided webhook URL.
• Open your Gravity Forms in edit mode.
• Navigate to Settings > Webhooks and add a new webhook.
• Paste the webhook URL in the Request URL field and select POST as the request method.

After saving the webhook settings, Pabbly Connect will show that it is waiting for a webhook response. This indicates that it is ready to capture data from the next form submission made in Gravity Forms.

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3. Testing the Gravity Forms Integration

Next, it’s time to test the integration setup with Pabbly Connect. Go back to your Gravity Forms and fill out the form for a test submission. For example, input a name, email address, mobile number, preferred property type, budget range, and city.

Upon submitting the form, Pabbly Connect should receive the data as a response. You can verify this by checking the trigger window in Pabbly Connect, where you should see all the details of the form submission captured accurately.

With the data captured, you have successfully completed the first part of the automation setup. Now, you can move on to the next step, which involves sending this data to MongoDB.

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4. Configuring the MongoDB Action in Pabbly Connect

Now, you will set up the action step in Pabbly Connect to send the captured data to MongoDB. In the action window, search for ‘MongoDB’ and select it. Choose the action event as ‘Create Record’ from the dropdown menu.

• Click on ‘Connect’ and then select ‘Add New Connection’.
• Enter your MongoDB connection string, which includes your database name.
• Map the fields from Gravity Forms to the corresponding fields in MongoDB.

After mapping the fields, click on ‘Save’ to establish the connection. With this setup, every new form submission will be recorded in your specified MongoDB collection.

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5. Finalizing the Automation Workflow

To finalize your automation using Pabbly Connect, test the entire workflow by making another submission in Gravity Forms. This time, use a different set of data for testing purposes. After submitting, check your MongoDB database to verify that the new record has been added correctly.

If everything is set up correctly, you should see the new submission data reflected in MongoDB almost instantly. This confirms that your automation workflow is functioning as intended, seamlessly integrating Gravity Forms submissions into MongoDB.

By following these steps, you can automate the process of capturing leads from Gravity Forms and storing them in MongoDB using Pabbly Connect. This setup not only saves time but also ensures that your data is organized and easily accessible.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration of Gravity Forms submissions into MongoDB. This process enhances data management and streamlines your workflow, making it an invaluable tool for real estate businesses.

Learn how to integrate Webflow and Tag Mango using Pabbly Connect for seamless user enrollment through form submissions. 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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Accessing Pabbly Connect for Integration

To begin integrating Webflow and Tag Mango, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly website and signing into your account. If you are new, you can sign up for free, which provides you with 100 tasks monthly.

Once signed in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. You will need to name your workflow, for example, ‘How to Enroll Tag Mango User on Webflow Submission,’ and select a folder to save it in.

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Setting Up the Trigger in Pabbly Connect

In this step, we will set up the trigger for our workflow in Pabbly Connect. The trigger application will be Webflow, and the trigger event will be ‘Form Submitted’. This means that every time a form is submitted in Webflow, it will trigger the workflow.

To configure this, select Webflow as your trigger application and the event as ‘Form Submitted’. You will then need to connect your Webflow account by entering the API token. To generate this token, go to your Webflow account, navigate to the site settings, and under API Access, click ‘Generate API Token’. Make sure to grant the necessary permissions for reading and writing forms.

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Testing the Trigger Setup in Pabbly Connect

After setting up the trigger in Pabbly Connect, it’s crucial to test it to ensure everything is working correctly. To do this, click on ‘Save and Send Test Request’ in the trigger setup. This will prompt you to submit a test form in Webflow.

Once you fill out the form with dummy data and submit it, return to Pabbly Connect. If the connection is successful, you should see the submitted data captured in the workflow. This confirms that the trigger setup is functioning as intended.

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Configuring the Action in Pabbly Connect

The next step is to configure the action in Pabbly Connect. Here, we will select Tag Mango as the action application and the action event will be ‘Migrate User’. This action will enroll the user in Tag Mango based on the form submission details received from Webflow.

To connect Tag Mango, you will need to enter the API key found in your Tag Mango dashboard under ‘Platform Integrations’. After connecting, you will map the fields from the Webflow submission to the corresponding fields in Tag Mango. This includes mapping the user’s name, email, and phone number, ensuring that the data flows seamlessly from Webflow to Tag Mango.

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Finalizing and Testing the Integration

Once both the trigger and action are configured in Pabbly Connect, the final step is to test the entire integration. Click on ‘Save and Send Test Request’ in the action setup. This will create a new user in Tag Mango based on the details from the Webflow form submission.

To verify the integration works, check your Tag Mango account under ‘Customers’ to see if the new user has been added. You can repeat the process by submitting another test form in Webflow to confirm that the integration is functional and dynamic, meaning it will work for any future submissions as well.

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 summary, this tutorial has outlined how to integrate Webflow and Tag Mango using Pabbly Connect. By following these steps, you can automate user enrollment based on form submissions, saving time and effort.

Learn how to automate the creation of Flowlu contacts from Zoom meeting registrations using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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 Zoom and Flowlu Integration

To create a Flowlu contact from a Zoom meeting registrant, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. If you already have an account, click on the ‘Sign In’ button in the top right corner. For new users, you can sign up for free and receive 100 tasks monthly.

Once logged in, you will be directed to your dashboard. Here, click on the ‘Pabbly Connect’ option to access your workflows. To create a new workflow, click on the ‘Create Workflow’ button, name it ‘How to Create Flowlu Contact from Zoom Meeting Registrant,’ and select the appropriate folder for saving your workflow.

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2. Setting Up the Trigger with Zoom in Pabbly Connect

In this step, we will set up the trigger for our workflow using Pabbly Connect. Click on the trigger box and select ‘Zoom’ as your trigger application. Then, choose the event ‘New Registration’. This means that whenever a new registration occurs in Zoom, it will trigger the workflow.

• Select ‘Zoom’ as the trigger application.
• Choose ‘Configure Webhook’ as the trigger event.
• Click on ‘Connect’ to link your Zoom account.

For new users, you will need to create a connection by entering a token from your Zoom account. Follow the instructions provided in Pabbly Connect to generate this token. Once the connection is established, you will receive a webhook URL that you will need to configure back in your Zoom account.

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3. Configuring the Zoom Webhook for Pabbly Connect

After setting up the trigger in Pabbly Connect, the next step is to configure the webhook in your Zoom account. Go to your Zoom dashboard, navigate to ‘Admin’, then to ‘Advanced’, and select ‘App Marketplace’. Here, click on ‘Develop’ and then ‘Build App’.

Create a general app and name it, for example, ‘Pabbly Registration’. You will need to enter the OAuth redirect URL provided by Pabbly Connect. After saving, you will receive a secret token that you will copy back into Pabbly Connect.

• Toggle on the ‘Event Subscription’ option in Zoom.
• Add a new event subscription and name it ‘Flowlu’.
• Paste the webhook URL from Pabbly Connect into the subscription settings.

After completing these steps, your Zoom account is now linked with Pabbly Connect, allowing it to capture registration data automatically.

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4. Creating a Flowlu Contact from Zoom Registrations

Now that you have set up the trigger, the next step is to create a Flowlu contact whenever a new registration occurs in Zoom. In Pabbly Connect, select ‘Flowlu’ as your action application and choose the action event ‘Create CRM Account Contact’.

To establish this connection, you will need to enter your Flowlu account URL and API key. You can find your account URL in your Flowlu dashboard. For the API key, navigate to your profile settings in Flowlu and create a new API key under the API settings.

Enter your Flowlu account URL in Pabbly Connect. Paste the API key you generated from Flowlu. Map the fields from Zoom registration to Flowlu contact fields.

After mapping the necessary fields, click on ‘Save and Send Test Request’. If successful, this will create a new contact in your Flowlu account based on the registration details received from Zoom. You can verify this by checking your Flowlu CRM for the newly created contact.

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5. Testing the Integration Between Zoom and Flowlu

With everything set up, it’s time to test the integration between Zoom and Flowlu using Pabbly Connect. To do this, you must perform a test registration in your Zoom meeting. Open your Zoom dashboard, navigate to your meeting, and copy the registration link.

Fill in the registration form with dummy details and submit it. After registration, return to Pabbly Connect and click on ‘Save and Send Test Request’ to capture the response. If the integration is successful, you should see the registration details reflected in your Flowlu CRM.

Perform a test registration in Zoom. Check the response in Pabbly Connect for accuracy. Verify the contact creation in your Flowlu account.

Once confirmed, your integration is complete! Now, every time a new registration occurs in Zoom, a corresponding contact will be created automatically in Flowlu through Pabbly Connect.

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Conclusion

This tutorial has demonstrated how to automate the creation of Flowlu contacts from Zoom meeting registrations using Pabbly Connect. By following these steps, you can streamline your workflow and ensure that all new registrations are captured efficiently.

Learn how to integrate Box and LinkedIn using Pabbly Connect. Follow our detailed tutorial to automate your workflow efficiently. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for integrating Box and LinkedIn, first navigate to the official Pabbly Connect website. Here, you can sign in to your account or create a new one if you’re a first-time user. using Pabbly Connect

Once logged in, you’ll land on the Pabbly Connect dashboard. This is where you can manage all your integrations. With Pabbly Connect, you can automate the process of transferring data between Box and LinkedIn seamlessly.

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2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow and select a folder for organization.

• Name your workflow, e.g., ‘Integrate Box with LinkedIn’.
• Select a folder where the workflow will be saved.

After naming your workflow and selecting the folder, click on the ‘Create’ button. This sets up the basic structure for your automation, which will connect Box and LinkedIn through Pabbly Connect.

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3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow. The trigger is the event that initiates the automation process. For this integration, select ‘LinkedIn’ as your trigger application.

• Choose ‘New LinkedIn Lead’ as the trigger event.
• Connect your LinkedIn account to Pabbly Connect.

After selecting the trigger event, click on the ‘Connect’ button. This will allow Pabbly Connect to capture new leads from LinkedIn automatically, streamlining your workflow.

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4. Setting Up the Action Step in Pabbly Connect

Once the trigger is set up, it’s time to configure the action step. For this integration, you will select ‘Box’ as your action application. The action will specify what happens when a new lead is captured from LinkedIn.

Choose ‘Create File in Box’ as the action event. Map the data from LinkedIn to Box fields.

After mapping the necessary fields, click on the ‘Save and Send Test Request’ button. This action will confirm that Pabbly Connect successfully communicates with both applications.

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5. Testing the Integration Between Box and LinkedIn

To ensure that the integration works correctly, it’s essential to test the workflow you have created. Generate a test lead in LinkedIn and check if it appears in Box as a new file.

After performing the test, verify the data in Box. If everything is set up correctly, you will see the new lead data reflected in the Box application. This confirms that Pabbly Connect is effectively automating the process between LinkedIn and Box.

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 integrate Box and LinkedIn streamlines your workflow, saving you time and effort. By following these steps, you can automate the process of managing leads efficiently.