Integrate Zoom with Stripe Payments Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate Zoom meeting registrations with Stripe payments using Pabbly Connect in this detailed tutorial. Perfect for online consultations! 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 Zoom and Stripe Integration

In this section, we will learn how to set up Pabbly Connect to integrate Zoom with Stripe. First, access the Pabbly Connect dashboard by signing up for a free account. Once logged in, click on the ‘Create Workflow’ button to start.

Next, name your workflow, for instance, ‘Stripe to Zoom,’ and select a folder for your Pabbly Connect account. Click on ‘Create’ to open the workflow interface, which consists of a trigger window and an action window.


2. Configuring Stripe Trigger in Pabbly Connect

To automate the process, we need to configure the Stripe trigger in Pabbly Connect. In the trigger window, search for Stripe and select it. Choose the trigger event as ‘Checkout Session Completed’ to capture new payments.

  • Select Stripe as the app.
  • Choose the event as Checkout Session Completed.
  • Copy the provided webhook URL.

Next, go to your Stripe account settings, enable the Workbench option, and navigate to the Webhooks section. Click on ‘Add Endpoint’ and paste the webhook URL from Pabbly Connect. Select the same event and click on ‘Create Endpoint’ to finalize the setup.


3. Capturing Payment Details from Stripe

After configuring the webhook, Pabbly Connect will wait for a response from Stripe. To test this, make a test payment on your Stripe payment page. Fill in the required details, such as email and card information, and click ‘Pay’.

Once the payment is processed, you will see that Pabbly Connect captures the payment details in the trigger step. This includes customer information like name, email address, and payment status. Ensure that the payment status is marked as complete.


4. Filtering Registrants for Zoom Meeting

To ensure only relevant payments trigger the Zoom registration, we will set up a filter condition in Pabbly Connect. In the action step, select ‘Filter’ and choose the event as ‘Filter Values’. Connect this action and set the condition based on the payment link.

  • Select the payment link from the response.
  • Set the filter type as ‘Equals’.
  • Enter the specific payment link ID.

After saving the filter, Pabbly Connect will only continue the workflow if the payment link matches the specified criteria. This ensures that only authorized customers are added as registrants in Zoom.


5. Adding Registrants to Zoom Using Pabbly Connect

Now that we have filtered the relevant payments, it’s time to add the registrants to Zoom. In the action step, search for Zoom and select it. Choose the action event as ‘Add Meeting Registrant’ and connect your Zoom account.

Map the necessary details from the Stripe payment response to the Zoom registration fields. This includes the email address, first name, last name, and other relevant information. Use the Pabbly Connect formatter to split the full name into first and last names if needed.

After mapping the details, click on ‘Save and Send Test Request’. If successful, the customer will be added as a registrant in your Zoom meeting. You can verify this by checking your Zoom account for the newly registered participant.


Conclusion

Using Pabbly Connect, you can seamlessly integrate Stripe payments with Zoom meeting registrations. This automation not only saves time but also enhances your online consultation experience. Start automating your workflows with Pabbly Connect today!

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 Cashfree Payments with Google Chat Using Pabbly Connect

Learn how to automate notifications for Cashfree payments to Google Chat using Pabbly Connect. Step-by-step tutorial to set up your integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Cashfree and Google Chat Integration

To integrate Cashfree payments with Google Chat, you need to use Pabbly Connect. Start by signing up for a free account on Pabbly Connect. This platform allows you to automate workflows seamlessly.

Once you have signed up, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something like ‘Cashfree to Google Chat’ and select a folder for organization. This will set the stage for your automation process.


2. Trigger Setup: Connecting Cashfree with Pabbly Connect

The next step is to set up the trigger within Pabbly Connect. In the trigger window, search for ‘Cashfree’ and select it as the application. Choose the trigger event as ‘Payments’ to initiate the workflow whenever a new payment is received.

  • Select Cashfree from the app list.
  • Choose ‘Payments’ as the trigger event.
  • Copy the provided webhook URL from Pabbly Connect.

After copying the webhook URL, go to your Cashfree account. Navigate to the Developers tab and then to Webhooks, where you will add this URL. This setup ensures that every time a payment is made, the details are sent to Pabbly Connect.


3. Adding Webhook to Cashfree Account

To complete the integration, you need to add the webhook URL into your Cashfree account. Click on ‘Add Webhook Endpoint’ and paste the copied URL. Select the latest webhook version and test the connection to ensure it’s working correctly.

Once the webhook is successfully added, return to Pabbly Connect and click on ‘Recapture Webhook Response’. This action will allow Pabbly Connect to wait for a response from Cashfree whenever a new payment is processed.


4. Sending Notifications to Google Chat via Pabbly Connect

After confirming the webhook setup, the next step is to send the payment details to Google Chat. In the action step of Pabbly Connect, search for ‘Google Chat’ and select it as the application. Choose the action event ‘Create Message’ to formulate the notification.

  • Generate a webhook URL in your Google Chat space.
  • Paste the Google Chat webhook URL into Pabbly Connect.
  • Map the payment details like customer name, email, and amount in the message field.

After mapping all necessary details, click ‘Save and Send Test Request’. If everything is set correctly, you will receive a notification in your Google Chat space confirming the new payment.


5. Testing and Verifying the Integration

To ensure that the integration between Cashfree and Google Chat via Pabbly Connect is functioning, perform a test payment. Go back to your Cashfree account and initiate a dummy payment process. After successfully completing the payment, check your Google Chat space for the notification.

If the automation is set up correctly, you should see a message detailing the payment information, including the customer’s name, email, and amount. This confirms that the workflow is working as intended and that Pabbly Connect is effectively bridging the gap between Cashfree and Google Chat.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate notifications from Cashfree payments to Google Chat. By following these steps, you can streamline your payment notification process, ensuring your team stays informed in real-time.

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 India Mart Leads to Google Sheets Using Pabbly Connect

Learn how to automate the integration of India Mart leads into Google Sheets using Pabbly Connect. Follow this step-by-step guide for seamless automation. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Automation

To start automating the integration of India Mart leads into Google Sheets, you first need to access Pabbly Connect. Simply go to the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for a free account to explore its features.

Once logged in, you will be greeted with the Pabbly Connect dashboard. Here, you can create workflows that automate your tasks effectively. This is where you will connect India Mart and Google Sheets through Pabbly Connect.


2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button found at the top right corner of the dashboard. You will be prompted to name your workflow; for this integration, you can name it ‘Add India Mart Leads to Google Sheets’.

  • Click on the ‘Create’ button to proceed.
  • Select the folder where you want to save this workflow.
  • You can create new folders by following the instructions provided in the Pabbly Connect interface.

Now that your workflow is created, you can set the trigger for this automation process. This is where Pabbly Connect shines, as it allows you to specify when the automation should start.


3. Setting Up the Trigger for India Mart

In this step, you will select India Mart as your trigger application in Pabbly Connect. Choose the event ‘New Leads’ from the dropdown menu. This means that every time a new lead comes in from India Mart, Pabbly Connect will capture that information automatically.

Once you select the trigger event, Pabbly Connect will generate a webhook URL. This URL needs to be copied and pasted into your India Mart account. Navigate to your India Mart lead manager, select the option to import/export leads, and set up the webhook integration by entering the copied URL.


4. Connecting Google Sheets as the Action Step

Now that the trigger is set up, it’s time to connect Google Sheets as the action step in Pabbly Connect. Select Google Sheets from the action application menu and choose the action event as ‘Add a New Row’. This ensures that every new lead from India Mart gets added to your Google Sheets automatically.

  • Authorize Pabbly Connect to access your Google Sheets account.
  • Select the specific spreadsheet where you want to store the leads.
  • Map the fields from India Mart to the corresponding columns in Google Sheets.

After mapping all the necessary fields such as name, email, phone number, and inquiry details, click on ‘Save and Send Test Request’. This action will send a test lead to ensure everything is functioning correctly.


5. Testing and Verifying the Integration

To confirm that your integration works as intended, you need to generate a test lead in your India Mart account. After submitting the test lead, check your Google Sheets to see if the new entry appears. This verifies that Pabbly Connect is successfully automating the process.

If the test lead appears in your Google Sheets, congratulations! You have successfully set up the integration. This automation allows you to manage leads efficiently without manual effort, helping you focus on converting leads into customers.

Conclusion

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

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


In conclusion, using Pabbly Connect to integrate India Mart leads into Google Sheets streamlines your lead management process. By following these steps, you can automate the collection of inquiries and ensure that you never miss an opportunity to engage with potential customers. This setup not only saves time but also enhances your overall productivity.

How to Send WhatsApp Message to IndiaMART Leads Using Pabbly Connect

Learn how to automate WhatsApp messages to IndiaMART leads using Pabbly Connect. This guide covers step-by-step integration for social media marketing agencies. 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


1. Setting Up Pabbly Connect for WhatsApp Integration

To send WhatsApp messages to IndiaMART leads, the first step is to set up Pabbly Connect. This platform allows you to automate tasks between applications seamlessly. Begin by visiting the Pabbly Connect website and signing in or creating a new account.

Once logged in, navigate to your dashboard where you can create a new workflow. This workflow will facilitate the integration between your IndiaMART account and WhatsApp. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Send WhatsApp Messages to IndiaMART Leads’.


2. Configuring the Trigger from IndiaMART

After creating your workflow in Pabbly Connect, the next step is to set up the trigger. Select IndiaMART as the trigger application, which will initiate the automation process whenever a new lead is generated. Choose the ‘New Leads’ trigger event to capture incoming inquiries.

  • Select the ‘New Leads’ trigger event from the dropdown.
  • Copy the provided webhook URL from Pabbly Connect.
  • Log into your IndiaMART account and navigate to the Lead Manager section.

In the Lead Manager, select the option for ‘Import/Export Leads’ and choose the ‘Push API’ option. Here, you will paste the webhook URL you copied earlier into the appropriate field. This setup allows Pabbly Connect to receive data from your IndiaMART account whenever a new lead is generated.


3. Sending WhatsApp Messages via Pabbly Connect

With the trigger configured, the next step is to set up the action that sends WhatsApp messages. In your Pabbly Connect workflow, select WhatsApp by AI Sensei as the action application. This application will handle the messaging part of the automation process.

Choose the action event as ‘Send Template Message’. You will need to connect your WhatsApp account to Pabbly Connect by entering the API key from your WhatsApp by AI Sensei account. This key allows Pabbly Connect to send messages on your behalf.

  • Enter the API key from your WhatsApp by AI Sensei account.
  • Specify the campaign name that you have created for your messaging template.
  • Map the mobile number and lead name to personalize the message.

After entering all necessary details, save the action. This setup ensures that whenever a new lead comes in through IndiaMART, Pabbly Connect will automatically send a WhatsApp message to that lead using the specified template.


4. Testing the Integration for Success

Once the action step is configured, it’s crucial to test the integration to ensure everything works as expected. In your Pabbly Connect dashboard, use the ‘Test’ function to simulate receiving a new lead from IndiaMART. This will allow you to see if the WhatsApp message is sent correctly. using Pabbly Connect

After running the test, check your WhatsApp account to verify that the message has been received. The message should include the personalized details of the lead, confirming that the integration is functioning properly. This testing phase is essential for identifying any issues before going live.


5. Conclusion: Automating Your Lead Response with Pabbly Connect

In conclusion, using Pabbly Connect to automate WhatsApp messages to IndiaMART leads can significantly enhance your response time and customer engagement. By following the steps outlined in this tutorial, social media marketing agencies can streamline their communication 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.

Check out Pabbly Connect – Automate your business workflows effortlessly! Sign Up Free – Start your journey with ease! 10,000+ Video Tutorials – Learn step by step! Join Pabbly Facebook Group – Connect with 21,000+ like minded people!

With a well-configured workflow, you can ensure that every lead receives a prompt and personalized message, increasing the chances of conversion. This automation not only saves time but also helps maintain a professional image for your agency.


By implementing this integration, you can focus more on growing your business while Pabbly Connect handles your lead communications efficiently.

How to Create Zoom Meeting Registrant on FlexiFunnels Purchase Using Pabbly Connect

Learn how to integrate FlexiFunnels with Zoom using Pabbly Connect to automate registrant creation for your courses. Follow our step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for FlexiFunnels and Zoom Integration

To create a Zoom meeting registrant on FlexiFunnels purchase, we will use Pabbly Connect. First, open a new tab and search for Pabbly Connect in your browser. This platform allows seamless integration between FlexiFunnels and Zoom for automating registrations.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up. If you don’t have an account, click on the ‘Sign up for free’ button. After signing up, you’ll receive 100 free tasks every month. If you already have an account, simply log in to access the dashboard.


2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button to start building your integration. Name your workflow as ‘Create Zoom Meeting Registrant on FlexiFunnels Purchase’. This name reflects the objective of your automation.

Next, select the folder where you want to save your workflow. Choose the folder named ‘Automation’. After selecting the folder, click on the ‘Create’ button to proceed to the main workflow interface.

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

Now, you will see two main boxes for trigger and action. The trigger will initiate the workflow, and the action will follow. This setup is crucial for the automation process.


3. Defining the Trigger with FlexiFunnels

The next step in Pabbly Connect is to define your trigger. Search for FlexiFunnels as your trigger application. Once selected, you need to specify the trigger event, which in this case is ‘New Purchase’. This event will activate the workflow whenever a new purchase is made.

To connect FlexiFunnels with Pabbly Connect, you will need to copy the provided webhook URL. This URL acts as a bridge between FlexiFunnels and Pabbly Connect, allowing it to receive purchase details.

  • Select ‘FlexiFunnels’ as the trigger application.
  • Choose ‘New Purchase’ as the trigger event.
  • Copy the webhook URL for integration.

After copying the webhook URL, navigate to your FlexiFunnels account and set up the webhook in the product settings. This will ensure that every new purchase triggers an event in Pabbly Connect.


4. Setting Up the Action to Create Zoom Registrants

Now that your trigger is set up, it’s time to define the action in Pabbly Connect. For the action application, search for Zoom and select it. The action event you need is ‘Add Meeting Registrant’. This will allow you to create a new registrant in your Zoom meeting based on the purchase details.

To connect Zoom with Pabbly Connect, you will need to click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to log into your Zoom account. After successfully logging in, Zoom will be linked to Pabbly Connect.

Select ‘Zoom’ as the action application. Choose ‘Add Meeting Registrant’ as your action event. Connect your Zoom account to Pabbly Connect.

After connecting Zoom, you will need to fill in the details for the registrant using the data received from FlexiFunnels. This includes email, first name, last name, and other relevant information.


5. Finalizing the Integration and Testing

Once you have mapped all necessary fields in Pabbly Connect, click on ‘Save & Send Test Request’ to finalize the integration. This step will send a test registrant to your Zoom meeting, confirming that everything is working correctly.

To verify the successful creation of the registrant, go to your Zoom account and check the registration section of your meeting. You should see the new registrant listed there, complete with the details you provided from FlexiFunnels.

With this setup, every time a new purchase is made through FlexiFunnels, a new registrant will automatically be created in Zoom, streamlining your workflow and saving you time.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to create a Zoom meeting registrant automatically upon a FlexiFunnels purchase. This integration enhances efficiency by automating the registration process, ensuring that all attendees receive timely access to your sessions.

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 Facebook Lead Ads with CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to effectively integrate Facebook Lead Ads with your CRM using Pabbly Connect. Follow this detailed tutorial for seamless automation. 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


1. Accessing Pabbly Connect for Integration

To start integrating Facebook Lead Ads with your CRM, the first step is accessing Pabbly Connect. Head over to the Pabbly Connect website by entering the URL in your browser. If you don’t have an account, you can quickly sign up for free, which gives you 100 free tasks every month.

Once you log in, you will be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. You will then be prompted to name your workflow, which should reflect the integration objective, such as mapping Facebook lead ads to your CRM effectively.


2. Setting Up Trigger with Facebook Lead Ads

In this section, we will set up the trigger for our workflow using Pabbly Connect. After creating the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. Click on the trigger box to select the application that will initiate the workflow. Search for and select ‘Facebook Lead Ads’.

  • Select your trigger event as ‘New Lead Instant’.
  • Connect Facebook Lead Ads with Pabbly Connect by clicking on ‘Connect’.
  • Choose your Facebook page where the ads are running.

After setting the trigger, ensure that your lead generation form is live to test the connection. Click on the ‘Save and Send Test Request’ button to generate a sample lead, which will help confirm that the integration is set up correctly.


3. Mapping Lead Details to CRM

Once the trigger is set, the next step is to map the lead details to your CRM using Pabbly Connect. This involves selecting your action application, which will be your CRM, for instance, Infusionsoft by Keap. Choose the action event as ‘Create/Update Contact’.

You’ll need to connect Infusionsoft by Keap with Pabbly Connect by allowing access to your account. After connecting, you can start mapping the lead details received from Facebook Lead Ads. For instance, you will map the email address, first name, and last name of your lead into the corresponding fields in your CRM.

  • Map the email address from the lead response.
  • Use text formatting tools in Pabbly Connect to split full names into first and last names.
  • Ensure that all required fields in your CRM are filled with the correct data.

After mapping all the necessary fields, click on ‘Save and Test’ to confirm that the integration works as expected. This will create a new contact in your CRM with the lead details.


4. Testing the Integration and Finalizing

After setting up the mapping, it’s essential to test your integration through Pabbly Connect. Submit a test lead through your Facebook Lead Ads form to ensure that the data flows correctly into your CRM. Monitor the response in Pabbly Connect to verify that all details are captured accurately.

If the test is successful, you will see the new contact created in your CRM. This confirms that your automation is functioning correctly. If any issues arise, you can troubleshoot the specific steps in Pabbly Connect to identify what went wrong.

Once everything is confirmed to be working, you can finalize your workflow. This integration will now automatically add new leads from Facebook Lead Ads to your CRM, streamlining your process and enhancing your lead management.


5. Conclusion: Streamlining Lead Management with Pabbly Connect

In conclusion, using Pabbly Connect to integrate Facebook Lead Ads with your CRM significantly simplifies your lead management process. By following the steps outlined in this tutorial, you can automate the flow of lead information directly into your CRM, ensuring that no lead is missed and all details are accurately captured.

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

This integration not only saves time but also reduces the chances of errors, allowing you to focus more on converting leads into clients. Embrace the power of automation with Pabbly Connect and enhance your business efficiency today.

Integrating Elementor and SendGrid with Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Elementor and SendGrid using Pabbly Connect for efficient email marketing. Follow this detailed step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below


Accessing Pabbly Connect for Integration

To start integrating Elementor with SendGrid, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect, where you will find options to sign in or sign up. If you’re a new user, click on the ‘Sign Up for Free’ button to explore the platform.

As an existing user, click on ‘Sign In’ to access your dashboard. Once logged in, locate the ‘Access Now’ button for Pabbly Connect. This will take you to your workflow dashboard, where you can create new automations.


Creating a New Workflow in Pabbly Connect

To automate the integration between Elementor and SendGrid using Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. Name your workflow appropriately, such as ‘Create or Update Contact on Elementor Form Submission’.

After naming your workflow, click on the ‘Create’ button. This action opens the workflow window where you will set the trigger and action. The trigger will be the event that starts the workflow, and the action will be what happens as a result of that trigger.

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

Once you click ‘Create’, you will see the workflow layout where you can select your trigger application, which will be Elementor in this case. This setup is crucial for the automation process.


Setting Up the Trigger with Elementor

In this step, you will set up the trigger for your workflow in Pabbly Connect. Select Elementor as your trigger application. This choice means that every time a new form submission occurs, it will trigger the workflow.

After selecting Elementor, you will be prompted to choose a trigger event. Choose ‘New Form Submission’ to ensure that the workflow activates whenever a new form is submitted. Pabbly Connect will then generate a webhook URL that you will need to copy and use in your Elementor form settings.

  • Select Elementor as the trigger application
  • Choose ‘New Form Submission’ as the trigger event
  • Copy the generated webhook URL

Next, log in to your Elementor account, locate the form you wish to integrate, and paste the webhook URL into the form settings. This step is essential for linking Elementor to Pabbly Connect for automated submissions.


Configuring SendGrid as the Action in Pabbly Connect

After setting up the trigger, it’s time to configure SendGrid as the action application in Pabbly Connect. Search for SendGrid and select it as your action application. Here, you will specify what happens when the trigger is activated.

Select ‘Add or Update a Contact’ as the action event. If you haven’t connected your SendGrid account yet, you will need to create a new connection. This process involves obtaining your SendGrid API key, which you can find in your SendGrid account settings under API Keys.

Choose SendGrid as the action application Select ‘Add or Update a Contact’ as the action event Obtain your SendGrid API key from your account settings

Once you have the API key, paste it into the connection settings in Pabbly Connect. After saving the connection, you can proceed to map the fields from the Elementor submission to the corresponding fields in SendGrid.


Mapping Fields and Testing the Workflow

Now that both your trigger and action are set up in Pabbly Connect, it’s time to map the fields. This step ensures that the data from the Elementor form submission is correctly passed to SendGrid. You will map fields like email, first name, and last name from the previous step to the respective fields in SendGrid.

After mapping the fields, conduct a test submission using your Elementor form. This test will help verify that the workflow functions correctly. Once the test is successful, you will see the new contact created in your SendGrid account.

Map the fields from Elementor to SendGrid Conduct a test submission Verify the new contact in SendGrid

By completing these steps, you ensure that every new form submission in Elementor automatically updates your SendGrid contact list, streamlining your email marketing efforts.


Conclusion

In this tutorial, we explored how to integrate Elementor and SendGrid using Pabbly Connect. By following the detailed steps outlined, you can automate the process of adding or updating contacts in SendGrid whenever a new form is submitted in Elementor. This integration not only saves time but also enhances your email marketing campaigns.

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 Zoom with Apollo.io Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Zoom with Apollo.io using Pabbly Connect to create contacts automatically from meeting registrations. Follow our detailed tutorial for seamless automation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Zoom and Apollo.io Integration

To start integrating Zoom with Apollo.io, the first step is accessing Pabbly Connect. Go to the Pabbly Connect website and either sign in or create a new account if you are a first-time user. This platform allows you to create automated workflows without any coding knowledge.

Once logged into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, and name your workflow something descriptive, like ‘Zoom to Apollo.io Integration’. This naming convention helps in identifying your workflow later.


2. Setting Up the Trigger with Zoom in Pabbly Connect

After creating your workflow, you need to set up a trigger. In this case, Zoom will be your trigger application. Select Zoom from the application list in Pabbly Connect and choose the trigger event as ‘New Meeting Registration’. This ensures that every time someone registers for a Zoom meeting, the workflow gets activated.

  • Select Zoom as the trigger application.
  • Choose ‘New Meeting Registration’ as the trigger event.
  • Connect your Zoom account to Pabbly Connect by following the prompts.

Once connected, you will receive a webhook URL. This URL is essential for linking Zoom to Pabbly Connect. Copy this webhook URL to use it in the Zoom settings later for event notifications.


3. Configuring Zoom Settings for Webhook Integration

Now that you have the webhook URL, you need to configure your Zoom account to send registration data to this URL. Log in to your Zoom account, navigate to the ‘Admin’ section, and access the ‘App Marketplace’. Here, you will create a new app for the integration.

  • Go to the ‘App Marketplace’ in Zoom.
  • Create a new app and select ‘JWT’ as the app type.
  • Enter the webhook URL in the event subscription settings.

Make sure to enable the event notifications for new meeting registrations. This configuration allows Zoom to send the registration data to Pabbly Connect whenever someone signs up for your meeting.


4. Setting Up the Action to Create Contacts in Apollo.io

Next, you will set up the action that occurs after the trigger. For this integration, the action application is Apollo.io. Select Apollo.io from the list in Pabbly Connect and choose the action event as ‘Create Contact’.

Similar to the trigger setup, you will need to connect your Apollo.io account to Pabbly Connect. You will be prompted to enter your API key, which you can find in your Apollo.io account settings under API integrations. Once connected, map the fields from the Zoom registration data to the corresponding fields in Apollo.io.


5. Testing and Finalizing the Integration

After configuring both the trigger and action, it’s time to test your integration. Perform a test registration on your Zoom meeting to see if the data is being sent correctly to Apollo.io. Check your Apollo.io dashboard to verify that the new contact has been created with the registration details.

If everything works correctly, you will see the new contact appear in Apollo.io. This confirms that the integration is functioning as intended, allowing you to efficiently manage your leads from Zoom registrations using Pabbly Connect.


Conclusion

Integrating Zoom with Apollo.io using Pabbly Connect simplifies the process of managing your meeting registrations. By automating contact creation, you can focus on nurturing leads effectively without manual data entry. This integration streamlines your workflow and enhances productivity.

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 Create PDF from Jotform Responses & Share on Telegram Group using Pabbly Connect

Learn how to automate PDF creation from Jotform responses and share them on Telegram using Pabbly Connect. Step-by-step guide included! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Jotform and Telegram Integration

To create a PDF from Jotform responses and share it on a Telegram group, we will use Pabbly Connect. Start by visiting the Pabbly Connect website and logging in to your account. If you are a new user, sign up for a free account to get started with 100 free tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button. You will need to name your workflow, for example, ‘Create PDF from Jotform Responses and Share on Telegram Group’. Select the appropriate folder to save your workflow, then click ‘Create’ to proceed.


2. Setting Jotform as the Trigger Application in Pabbly Connect

In this step, we will set Jotform as the trigger application in Pabbly Connect. Choose Jotform from the list of applications and select the ‘New Response’ trigger event. This means that every time a new response is submitted in Jotform, it will trigger the workflow.

  • Select Jotform as the trigger application.
  • Choose ‘New Response’ as the trigger event.
  • Copy the provided webhook URL from Pabbly Connect.

Next, go to your Jotform account, find the form you want to connect, and click on the ‘Settings’ option. Under ‘Integrations’, select ‘Webhooks’, then paste the copied URL into the appropriate field and complete the integration. This will link your Jotform to Pabbly Connect.


3. Creating a PDF Document from Jotform Responses Using Google Docs

Once the Jotform trigger is set, the next step is to create a PDF using Google Docs through Pabbly Connect. For this, select Google Docs as your action application and choose ‘Create Document from Template’ as the action event. Ensure you have a template ready in Google Docs that will be used for generating the PDF.

Connect your Google account to Pabbly Connect and select the template document you created earlier. Map the necessary fields from the Jotform response to the Google Docs template. This mapping ensures that each PDF generated contains the correct information from the form responses.

  • Select the template document from Google Docs.
  • Map fields like first name, last name, and event details from Jotform.
  • Save and send a test request to ensure the document is created successfully.

After saving the document, you will receive a confirmation response in Pabbly Connect indicating that the PDF document has been created successfully.


4. Sharing the PDF on Telegram Group Using Pabbly Connect

The final step is to share the generated PDF on your Telegram group. In Pabbly Connect, add another action step and select Telegram Bot as the application. Choose ‘Send a Text Message’ as the action event. You will need to connect your Telegram bot to Pabbly Connect using the token provided by the BotFather.

Once connected, enter the chat ID of your Telegram group where you want to send the PDF. You can easily find this ID in the URL of your Telegram group. Map the sharable link of the PDF generated in the previous step into the message field so that the PDF is included in the message sent to the group.

Select Telegram Bot as the action application. Enter the chat ID and map the PDF link in the message. Save and send the test request to check if the message is sent successfully.

After performing these steps, check your Telegram group to confirm that the PDF has been successfully shared with your team.


5. Conclusion

This tutorial demonstrated how to automate the process of creating a PDF from Jotform responses and sharing it on a Telegram group using Pabbly Connect. By following these steps, you can streamline your workflow and ensure that your team receives important updates in real-time.

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

Check out Pabbly Connect – Automate your business workflows effortlessly! Sign Up Free – Start your journey with ease! 10,000+ Video Tutorials – Learn step by step! Join Pabbly Facebook Group – Connect with 21,000+ like minded people!

Using Pabbly Connect allows you to integrate various applications seamlessly, enhancing productivity and efficiency in your business processes.

Automate Course Enrollment with Pabbly Connect: A Step-by-Step Guide

Learn how to automate course enrollment from JotForm to Thinkific using Pabbly Connect in this detailed tutorial. No coding required! 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


1. Getting Started with Pabbly Connect for Automation

To automate the enrollment process for courses using Pabbly Connect, start by accessing the platform. Pabbly Connect is an integration tool that enables you to connect various applications seamlessly.

To begin, go to the Pabbly Connect homepage by typing Pabbly Connect in your browser. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply log in. Upon signing up, you will receive 100 free tasks monthly to explore its features.


2. Creating a Workflow in Pabbly Connect

Once logged into your Pabbly Connect account, you will find a dashboard where you can create workflows. Click on ‘Create Workflow’ to start setting up your automation process. using Pabbly Connect

  • Name your workflow (e.g., ‘Enroll Thinkific User on JotForm Submission’).
  • Select a folder to organize your workflow.
  • Click ‘Create’ to proceed.

After creating the workflow, you will see two sections: Trigger and Action. The trigger will be JotForm, and the action will be Thinkific. This setup will allow you to automate user enrollment based on form submissions.


3. Setting Up the Trigger with JotForm

The next step is to configure the trigger in your Pabbly Connect workflow. Select JotForm as your trigger application and choose the event ‘New Response’. This event will activate the workflow whenever a new form submission occurs. using Pabbly Connect

To establish the connection, Pabbly Connect provides a webhook URL. Copy this URL and navigate to your JotForm account. Access the specific course registration form you want to connect.

  • Go to the ‘Settings’ tab of your form.
  • Select ‘Integrations’ and then choose ‘Webhooks’.
  • Paste the copied webhook URL and click ‘Complete Integration’.

This integration ensures that every time a student submits the form, their details will be sent to Pabbly Connect, triggering the workflow.


4. Enrolling Users in Thinkific

After setting up the trigger, it’s time to configure the action to enroll users in Thinkific. In your Pabbly Connect workflow, select Thinkific as the action application and choose ‘Create User’ as the action event. using Pabbly Connect

To connect to Thinkific, you will need to enter your account’s subdomain. This subdomain is part of your Thinkific account URL. After entering the correct subdomain, click ‘Save’ to establish the connection.

Map the fields from the JotForm submission to Thinkific user fields (first name, last name, email). Ensure to map the user ID from the previous step for dynamic updates.

Click ‘Save and Send Test Request’ to verify that the user is created successfully in Thinkific. You can check the users’ list in Thinkific to confirm the addition.


5. Finalizing the Enrollment Process

The last step is to enroll the newly created user in the desired course. In your Pabbly Connect workflow, add another action step and select Thinkific again. This time, choose ‘Enroll User’ as the action event. using Pabbly Connect

For this action, you will need to map the user ID received from the previous step to ensure the correct user is enrolled in the course. Select the course you want to enroll the user in, such as PHP Programming.

Use the user ID mapped from the previous action step. Select the course for enrollment.

Click ‘Save and Send Test Request’ to complete the process. You can verify in Thinkific that the user is now enrolled in the selected course, confirming that the integration works seamlessly.


Conclusion

In this tutorial, we explored how to automate course enrollment using Pabbly Connect to integrate JotForm and Thinkific. By following these steps, you can streamline your enrollment process without any coding skills, making it easier to manage your online courses.

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