Author: Rajpal Tomar

Learn how to integrate Razorpay with Google Sheets using Pabbly Connect to automate payment tracking. Follow our detailed tutorial for seamless setup. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Razorpay with Google Sheets, first, access Pabbly Connect. This platform allows seamless automation between various applications, including payment gateways and spreadsheets.

Visit the Pabbly Connect homepage, where you can sign up for free or log in if you’re already a user. Once logged in, you will see the dashboard where you can create your workflows.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for example, ‘Add Successful Razorpay Payment Details in Google Sheets’.
• Select a folder to save your workflow, or create a new one if necessary.
• Click on the ‘Create’ button to finalize your new workflow.

Once your workflow is created, you can set up the trigger and action. This structure is essential for automating the process of capturing payments from Razorpay and sending them to Google Sheets.

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3. Setting Up Razorpay as a Trigger in Pabbly Connect

In this step, you will set Razorpay as the trigger application in Pabbly Connect. Select Razorpay and choose ‘New Payment Captured’ as the trigger event.

Next, you will receive a webhook URL from Pabbly Connect. Copy this URL and go to your Razorpay account. In your account settings, navigate to the ‘Webhooks’ section and create a new webhook using the copied URL.

• Enter the webhook URL in Razorpay.
• Select the event type as ‘Payment Captured’.
• Click ‘Create Webhook’ to finalize the connection.

This setup ensures that every new payment captured in Razorpay will trigger the automation process in Pabbly Connect.

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4. Adding Google Sheets as an Action in Pabbly Connect

Now that you have set up Razorpay as a trigger, it’s time to add Google Sheets as the action application in Pabbly Connect. Select Google Sheets and choose the action event as ‘Add a New Row’.

To connect Google Sheets with Pabbly Connect, click on ‘Connect’ and select your Google account. Allow Pabbly Connect to access your Google Sheets data, ensuring secure integration.

Choose the spreadsheet where you want to add payment details. Map the data fields from Razorpay, such as Order ID, Name, Email, Phone Number, and Payment Method. Click on ‘Save and Send Test Request’ to ensure everything is working correctly.

This step will ensure that every time a payment is captured in Razorpay, the details will be automatically added to your specified Google Sheets.

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5. Testing the Integration Between Razorpay and Google Sheets

Finally, it’s essential to test the integration to confirm that everything is functioning correctly. Make a test payment through your Razorpay payment page using UPI as the payment method.

After completing the test payment, return to Pabbly Connect to check if the payment details have been successfully captured and added to Google Sheets. You should see a new row containing the payment information.

Verify that the new row includes all necessary payment details. Ensure that the automation runs without any errors. If successful, your integration is complete and ready for use.

This testing phase is crucial to ensure that your integration between Razorpay and Google Sheets via Pabbly Connect is functioning as intended.

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Conclusion

Integrating Razorpay with Google Sheets using Pabbly Connect automates the process of tracking payments effortlessly. By following the above steps, you can streamline your payment management and improve operational efficiency.

Learn how to automate WhatsApp messages on Tally form submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating WhatsApp messages for Tally form submissions, you need to access Pabbly Connect. First, open your web browser and navigate to Pabbly’s official website. If you are a new user, you can sign up for a free account, which provides 100 tasks monthly.

Once signed in, you will see various Pabbly applications. Click on the option to access Pabbly Connect. This is the primary platform that enables integrations between Tally, WhatsApp, and other applications.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this example, name it ‘Send WhatsApp Message on Tally Form Submission’. Choose a folder to save the workflow, such as ‘Automations’.

• Click on ‘Create’ to open the workflow window.
• Select Tally as the trigger application.
• Choose ‘New Response’ as the trigger event.

This setup allows Pabbly Connect to listen for new submissions on your Tally forms and trigger the next steps accordingly.

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3. Setting Up Tally Integration

To connect Tally with Pabbly Connect, copy the provided webhook URL from your workflow. Next, log in to your Tally account and navigate to the form you want to integrate. Click on the ‘Edit’ button for the form.

• Select the ‘Integrations’ tab.
• Click on ‘Webhooks’ and paste the copied URL.
• Click ‘Connect’ to finalize the integration.

This step ensures that every new submission on your Tally form is sent to Pabbly Connect, allowing for further processing.

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4. Connecting WhatsApp via Pabbly Connect

Now, you need to set up WhatsApp as the action application in Pabbly Connect. Select ‘AI Sensei’ or ‘WhatsApp Cloud API’ as your action app. For this example, choose AI Sensei and select ‘Send Template Message’ as the action event.

Click on ‘Connect’ and choose to add a new connection. Enter the required API key from your AI Sensei account. Map the necessary fields such as mobile number and user name from the Tally response.

This action allows Pabbly Connect to send personalized WhatsApp messages to users based on their Tally form submissions.

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5. Testing the Automation Workflow

To ensure everything is set up correctly, perform a test submission on your Tally form. Fill in the required fields and submit the form. Once submitted, Pabbly Connect will capture the response and trigger the WhatsApp message.

Check your WhatsApp to confirm that the automated message has been received. This confirms that the integration is successful and operational. You can now automate your communication with leads effectively.

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Conclusion

Using Pabbly Connect to automate WhatsApp messages for Tally form submissions enhances communication efficiency. This tutorial guides you through the integration process, ensuring seamless automation of responses.

Learn how to send automated WhatsApp messages to Google Ads leads using Pabbly Connect and AiSensy with this step-by-step tutorial. 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

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1. Accessing Pabbly Connect for Integration

To begin sending automated WhatsApp messages to Google Ads leads, you first need to access Pabbly Connect. 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, which provides you with 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create workflows that automate tasks between different applications. Click on the ‘Create Workflow’ button to get started with your integration.

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2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, you need to name your workflow and select a folder for organization. For this integration, name your workflow something like ‘Send Automated WhatsApp Message to Google Ads Leads’.

After naming your workflow, you will see two sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result. For this setup, select Google Ads as the Trigger application and choose ‘New Lead Form Entry’ as the Trigger event.

• Name your workflow clearly.
• Select Google Ads as the Trigger application.
• Choose ‘New Lead Form Entry’ as the Trigger event.

Once you have set this up, click on the ‘Create’ button to proceed to the next step in your automation workflow.

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3. Connecting Google Ads to Pabbly Connect

Now that you have set up the Trigger, it’s time to connect Google Ads to Pabbly Connect. You will need a webhook URL provided by Pabbly Connect to bridge the connection. Go to your Google Ads account and open the campaign where you collect leads.

In the lead form settings, find the option for Lead Delivery. Here, you will paste the webhook URL from Pabbly Connect. This URL will send lead data to your Pabbly Connect workflow whenever a new lead is generated.

• Copy the webhook URL from Pabbly Connect.
• Paste the URL in the Lead Delivery option in Google Ads.
• Test the connection by sending test data from Google Ads.

Once you send the test data, check Pabbly Connect to see if it has received the lead information successfully. If successful, your connection is established and ready for action.

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4. Setting Up the Action to Send WhatsApp Messages

With the Google Ads connection established, the next step is to set up the Action in Pabbly Connect. For this, select AiSensy as your Action application and choose ‘Send Template Message’ as the Action event. This step will enable you to send automated WhatsApp messages to the leads captured from Google Ads.

To connect AiSensy, you will need to enter your API key. You can find this in your AiSensy account under the manage section. After entering the API key, save the connection to proceed with the setup.

Select AiSensy as the Action application. Choose ‘Send Template Message’ as the Action event. Enter your API key from AiSensy.

Now, you will need to add the details for the WhatsApp message such as the campaign name and the phone number. Make sure to use mapping for dynamic fields to ensure the message reflects the lead’s information.

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5. Testing Your Integration

After setting up the Action, it’s crucial to test your integration to ensure everything works as expected. In Pabbly Connect, you can send test data from Google Ads again to see if the WhatsApp message is sent correctly. Click on the ‘Send Test Data’ button in Google Ads and check your WhatsApp account for the message.

If the integration is successful, you will receive the WhatsApp message with the lead’s details filled in. This confirms that your automation workflow between Google Ads and AiSensy via Pabbly Connect is functioning properly.

Send test data from Google Ads. Check WhatsApp for the received message. Ensure the lead’s information is correct in the message.

Once you confirm that the WhatsApp message is received successfully, your automation is complete, and you can start using it with real leads.

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Conclusion

In this tutorial, we learned how to use Pabbly Connect to send automated WhatsApp messages to Google Ads leads using AiSensy. By following these steps, you can streamline your lead communication efficiently.

Learn how to automate sending WhatsApp messages to IndiaMART leads for your sanitary ware business using Pabbly Connect. Step-by-step tutorial included. 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 start sending WhatsApp messages to IndiaMART leads, you first need to access Pabbly Connect. This platform enables seamless integration between IndiaMART and WhatsApp, allowing for automated messaging.

Visit the Pabbly Connect website by entering the URL in your browser. You will see options to sign in or sign up. If you are a new user, click on ‘Sign Up for Free’ to create an account and receive 100 free tasks each month.

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2. Setting Up Your Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow, such as ‘Send WhatsApp Message to IndiaMART Leads’. Organizing your workflows into folders can help manage multiple automation tasks.

• Click on ‘Create’ after naming your workflow.
• Select ‘IndiaMART’ as your trigger application.
• Choose the event ‘New Lead’ to capture inquiries.

Once you configure the trigger, you will receive a webhook URL. This URL will be used to connect IndiaMART to Pabbly Connect and capture lead details automatically.

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3. Configuring IndiaMART to Use Webhook

To connect IndiaMART with Pabbly Connect, navigate to your IndiaMART account. Go to the Lead Manager section, and under the menu, select ‘Push API’.

• Deactivate any existing webhook before adding a new one.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied webhook URL into the Webhook Listener URL field.

After saving these details, generate an OTP to activate the webhook. This establishes a connection between IndiaMART and Pabbly Connect, allowing lead data to flow seamlessly.

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4. Sending WhatsApp Messages Using Pabbly Connect

With the webhook set up, it’s time to send WhatsApp messages using Pabbly Connect. Select ‘WhatsApp by AI Sensei’ as your action application. Choose the action event as ‘Send Template Message’.

To establish the connection, you will need an API key from AI Sensei. Navigate to your AI Sensei account, go to the manage section, and copy the API key. Paste this key into Pabbly Connect to create the connection.

Provide the campaign name linked to your message template. Map the dynamic phone number of the lead to send messages to. Use template parameters for personalized messaging.

Click on ‘Save and Send Test Request’ to check if the WhatsApp message is sent successfully. You should receive a confirmation message indicating success.

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5. Conclusion: Automating Communication with Pabbly Connect

By following these steps, you can effectively automate sending WhatsApp messages to your IndiaMART leads using Pabbly Connect. This integration not only saves time but also enhances communication with potential customers in your sanitary ware business.

Automating your messaging process ensures that you can respond to inquiries promptly, improving customer satisfaction and potentially increasing sales. Utilize Pabbly Connect for seamless integrations and efficient business operations.

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Learn how to seamlessly integrate Elementor forms with Flo CRM using Pabbly Connect. Follow this step-by-step tutorial for efficient lead management. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, first, access Pabbly Connect. This platform is essential for connecting your Elementor forms with Flo CRM, allowing seamless automation of lead management.

After navigating to the Pabbly Connect homepage, you will find options to sign in or sign up. If you’re a new user, click on the ‘Sign Up Free’ button to create an account and explore the software’s features.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you’ll need to create a new workflow. Click on the ‘Create Workflow’ button at the top right corner of your dashboard.

• Name your workflow, for example, ‘Create Flo Contact from Elementor Form Submission.’
• Select a folder to organize your workflows, or create a new one if necessary.

After naming your workflow, you will see the trigger and action setup options. The trigger is the event that starts the automation, while the action is what happens as a result. In this case, the trigger will be a new form submission from Elementor.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, select ‘Elementor’ as your trigger application in Pabbly Connect. The event you want to capture is ‘New Form Submission’.

Upon selecting this event, Pabbly Connect will provide you with a webhook URL. This URL will be used to connect your Elementor form to Pabbly Connect.

• Copy the webhook URL provided by Pabbly Connect.
• Log into your WordPress account and edit the Elementor form you want to connect.

In the Elementor form settings, navigate to ‘Actions After Submit’ and add a new action for ‘Webhook’. Paste the copied URL here to complete the connection.

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4. Testing the Integration with Pabbly Connect

After setting up the webhook in your Elementor form, it’s time to test the integration. Fill out the form with dummy data and submit it to see if the data is captured by Pabbly Connect.

Once the form is submitted, return to Pabbly Connect to check if the response has been received. You should see the data you entered reflected in the workflow.

Ensure that all fields are correctly mapped to receive data. Confirm that the submission status indicates success.

This step verifies that the integration is functioning correctly and that Pabbly Connect is effectively capturing form submissions.

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5. Creating a Contact in Flo CRM Using Pabbly Connect

Now that the trigger is set up, you need to define the action. Select ‘Flo CRM’ as your action application in Pabbly Connect and choose ‘Create Contact’ as the action event.

To connect your Flo CRM account, you will need to provide the API key and account URL. Retrieve these from your Flo CRM account settings, ensuring you follow the instructions provided by Pabbly Connect.

Enter the account URL up to ‘.com’. Generate a new API key if necessary and input it into Pabbly Connect.

After entering these details, map the fields from your Elementor form submission to the corresponding fields in Flo CRM. This will ensure that all lead information is accurately captured and organized in your CRM.

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Conclusion

This tutorial has demonstrated how to effectively use Pabbly Connect to integrate Elementor forms with Flo CRM. By following these steps, you can automate the process of adding new contacts, ensuring efficient lead management and saving valuable time.

Learn how to integrate Elementor with Bravo using Pabbly Connect for seamless contact management. Follow this detailed tutorial for step-by-step instructions. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

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Accessing Pabbly Connect for Elementor and Bravo Integration

To start integrating Elementor with Bravo, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect to reach its landing page. Here, you will find options to sign in or sign up for a free account.

If you do not have an account, click on the ‘Sign Up for Free’ button, which takes only about two minutes. As a new user, you will receive 100 free tasks each month, allowing you to explore the features of Pabbly Connect.

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Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A window will pop up prompting you to name your workflow. Name it according to your objective, such as ‘Create or Update Bravo Contact on Elementor Form Submission’.

After naming your workflow, select the folder where you want to save it. Click on the tab to view your folders and select the appropriate one, then click ‘Create’. This action will take you to the workflow setup window, where you will see the trigger and action boxes.

• Click on the ‘Create Workflow’ button.
• Name your workflow to reflect its purpose.
• Select the folder for saving your workflow.

Now you are ready to set up the trigger for your workflow. This is where Pabbly Connect comes into play, allowing you to connect your applications seamlessly.

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Setting Up Trigger and Action in Pabbly Connect

The first step in your workflow is setting up the trigger. Search for ‘Elementor’ in the trigger application section and select it. You will need to choose the trigger event, which is ‘New Form Submission’. This event will initiate the workflow whenever a new form is submitted through your Elementor form.

Next, you will need to connect Elementor to Pabbly Connect using the webhook URL provided. Copy this URL and head to your Elementor form settings. In your WordPress account, locate the Elementor plugin and find the subscription form you have created. Click on the pencil icon to edit the form.

• Search for ‘Elementor’ in the trigger application.
• Select ‘New Form Submission’ as your trigger event.
• Copy the webhook URL from Pabbly Connect.

In the Elementor settings, scroll down to ‘Actions After Submit’, select the webhook option, and paste the URL. Save the changes to connect your Elementor form with Pabbly Connect.

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Testing the Integration with Pabbly Connect

After setting up the trigger, it’s crucial to test the integration. To do this, create a test submission through your Elementor form. Fill in the required fields such as first name, last name, email, and city, and click ‘Send’. This submission will be sent to Pabbly Connect and should trigger the workflow.

Once you submit the form, return to Pabbly Connect. You should see the details of your submission displayed in the response section. This confirms that your Elementor form is correctly sending data to Pabbly Connect.

Create a test submission using your Elementor form. Ensure all required fields are filled out correctly. Check the response in Pabbly Connect to confirm data reception.

With the successful reception of your test submission, you are now ready to set up the action part of the workflow.

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Setting Up Action in Pabbly Connect

The final step is to set up the action in your workflow. Search for ‘Bravo’ in the action application section and select it. Choose the action event ‘Create or Update Contact’. This action will allow you to either create a new contact or update an existing one in your Bravo account based on the data received from the Elementor form.

To connect Bravo with Pabbly Connect, you will need to provide your domain and API key. Go to your Bravo account to generate an API key from the SMTP and API page. Once you have the key, paste it into the corresponding field in Pabbly Connect and save the connection.

Search for ‘Bravo’ in the action application section. Select ‘Create or Update Contact’ as your action event. Provide domain and API key to connect Bravo with Pabbly Connect.

After saving the action settings, you can map the fields from the Elementor form submission to the corresponding fields in Bravo. This ensures that every new submission updates the contact list accurately.

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Conclusion

Integrating Elementor with Bravo using Pabbly Connect streamlines your contact management process. By following these steps, you can automate the creation and updating of contacts based on form submissions, enhancing your marketing efforts. This integration saves time and ensures accurate data handling.

Learn how to automate Zoom meetings with WhatsApp reminders and more using Pabbly Connect. Step-by-step guide on effective integrations. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

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1. Accessing Pabbly Connect for Zoom Automations

To start integrating WhatsApp with Zoom, you first need to access Pabbly Connect. Go to the Pabbly Connect homepage and sign in or sign up if you’re a new user. Once logged in, you’ll see your dashboard where you can create workflows to automate your tasks.

On the dashboard, click on the ‘Create Workflow’ button to begin. A dialog box will appear asking you to name your workflow and select a folder for organization. After this setup, your workflow will be ready for integration.

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2. Automating WhatsApp Reminders for Zoom Meetings

The first automation you can set up is to send automated WhatsApp reminders for your Zoom meetings. This is done by connecting your Zoom account to Pabbly Connect using the ‘Configure Webhook’ trigger event. This allows you to capture new registrant details automatically.

• Connect Zoom account with Pabbly Connect.
• Set the trigger event to ‘Configure Webhook’.
• Map the registrant’s details such as name and email.

After setting up the trigger, use the DateTime Formatter by Pabbly to format the meeting date and time. This ensures that you can send reminders one day and one hour before the meeting. Finally, connect your WhatsApp account to send the reminders using the template you’ve created.

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3. Adding Zoom Registrants as Subscribers in Kit

Another useful automation is adding Zoom meeting registrants as subscribers in your Kit account. This integration allows you to nurture leads by automatically adding registrants to your email list. Again, you will start by connecting your Zoom account to Pabbly Connect.

Set the trigger event to ‘Configure Webhook’ to capture the details of new registrants. Once the registrant details are captured, the next step is to add them as subscribers in your Kit account. This ensures that you can follow up with them via email campaigns.

To finalize this automation, make sure to map all necessary fields from the Zoom registration form to the subscriber fields in Kit. This seamless integration helps maintain communication with your audience effortlessly.

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4. Integrating Zoho Form Submission with Zoom Registrants

Managing webinar registrations can be challenging, but with Pabbly Connect, you can automatically add anyone who submits a Zoho form as a registrant for your Zoom meetings. Start by connecting your Zoho form to Pabbly Connect.

• Set the trigger event to capture new form submissions.
• Map the form fields to the Zoom meeting registration fields.
• Ensure that all necessary details are captured for registration.

Once set up, every new submission will automatically create a new registrant in your Zoom account. This automation saves time and ensures that no registrant is missed.

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5. Sharing Zoom Meeting Details on Slack Automatically

To keep your team informed, you can set up an automation to share Zoom meeting details on a Slack channel using Pabbly Connect. Connect your Zoom account to Pabbly Connect and set the trigger event to ‘Configure Webhook’ to capture meeting details.

After capturing the details, format the date and time using the DateTime Formatter by Pabbly, ensuring that the information is clear for your team. Then, connect your Slack account to send a notification to a specific channel.

Map the meeting details including date, time, and URL. Customize the message to include essential information. Test the integration to ensure notifications are sent successfully.

This integration helps ensure that your team is always on the same page regarding upcoming meetings.

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Conclusion

In conclusion, using Pabbly Connect for integrating Zoom with various applications like WhatsApp and Slack can significantly enhance your workflow. By automating reminders, adding subscribers, and sharing meeting details, you save time and improve communication. These automations are invaluable for managing your meetings efficiently.

Learn how to seamlessly integrate Facebook Lead Ads with Notion using Pabbly Connect in this detailed step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

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Accessing Pabbly Connect for Integration with Facebook Lead Ads and Notion

To start the integration process, first access Pabbly Connect by visiting the official Pabbly website. You can either sign in if you are an existing user or sign up for free if you are new. Signing up grants you one dollar free every month to explore the application.

Once logged in, you will see various Pabbly applications. Click on Pabbly Connect to begin the integration process. This platform allows you to create automated workflows between different applications, such as Facebook Lead Ads and Notion, without any coding knowledge.

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Creating a Workflow in Pabbly Connect for Facebook Lead Ads and Notion

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. For this tutorial, name the workflow ‘How to Add Facebook Lead Ads Leads in Notion with Pabbly Connect’ and save it in the ‘Automations’ folder.

This step is crucial as it sets the foundation for your automation. Once the workflow is created, you will be directed to the workflow window, where you can specify the trigger and action for your integration.

• Click on ‘Create Workflow’.
• Name your workflow and select the folder.
• Proceed to set the trigger application.

Now, select Facebook Lead Ads as your trigger application. This means that whenever a new lead is generated through Facebook, the workflow will be triggered automatically, facilitating a seamless integration process with Pabbly Connect.

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Configuring Facebook Lead Ads Trigger in Pabbly Connect

In this section, you will define the trigger event for your workflow. Choose ‘New Lead’ as the trigger event, which will initiate the workflow each time a new lead is captured through Facebook Lead Ads. Click on ‘Connect’ to establish a connection with your Facebook account.

After clicking on ‘Connect,’ you will be prompted to either select an existing connection or add a new one. If you are creating a new connection, click on the button that says ‘Connect with Facebook Lead Ads.’ You may need to log into your Facebook account and grant permissions for Pabbly Connect to access your lead data.

• Select ‘New Lead’ as the trigger event.
• Click on ‘Connect’ and log into your Facebook account.
• Grant permissions for Pabbly Connect.

Once connected, select your Facebook page and the lead form you want to use. This configuration allows Pabbly Connect to capture leads from the specified form and page, ensuring accurate data transfer to Notion.

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Sending Facebook Lead Ads Data to Notion via Pabbly Connect

After setting up the trigger, the next step is to add Notion as the action application in your workflow. Search for Notion and select it as your action application. The action event you want to choose is ‘Create Database Item’ to add new leads into your Notion database.

Click on ‘Connect’ to establish a connection with your Notion account. You will need to authorize Pabbly Connect to access your Notion pages. Select the page where you want to store the lead information, ensuring it matches the columns in your database.

Select ‘Create Database Item’ as the action event. Authorize Pabbly Connect to access your Notion account. Choose the correct Notion database page.

Mapping the lead details from Facebook Lead Ads to Notion is the next step. This allows the data from the leads to populate the correct fields in your Notion database dynamically. By mapping fields like name, email, and property of interest, you ensure accurate data entry.

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Testing the Workflow for Facebook Lead Ads and Notion Integration

Once you have set up the mapping, it’s essential to test the workflow to ensure everything functions correctly. You can do this by submitting a test lead through your Facebook Lead Ads form. This will trigger the workflow and send the data to Notion.

After submitting the test lead, check your Notion database to confirm that the lead details have been added successfully. This step verifies that Pabbly Connect is capturing the leads and transferring them accurately to Notion.

Submit a test lead through the Facebook Lead Ads form. Verify that the lead details appear in Notion. Ensure that all fields are mapped correctly.

By following these steps, you can ensure that your integration between Facebook Lead Ads and Notion via Pabbly Connect is working seamlessly, allowing you to manage leads efficiently.

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Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with Notion using Pabbly Connect. By following these steps, you can automate lead management, ensuring that all leads are captured and organized efficiently.

Learn how to automate Microsoft Teams notifications for Flexi Funnels purchases using Pabbly Connect. Follow this step-by-step tutorial for seamless 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

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1. Setting Up Pabbly Connect for Automation

To begin automating notifications for purchases made in Flexi Funnels, we will use Pabbly Connect. First, access the Pabbly Connect platform by typing Pabbly.com/connect in your web browser.

Once on the Pabbly Connect homepage, sign in to your account. If you are new, you can sign up for free to get started. After logging in, you will see your dashboard where you can create workflows that connect different applications.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect to connect Flexi Funnels and Microsoft Teams. Click on the ‘Create Workflow’ button, and name your workflow something descriptive like ‘Notify Team on Microsoft Teams for Flexi Funnels Purchase’.

• Click on the ‘Create’ button after naming your workflow.
• You will see two boxes: one for Trigger and one for Action.

In the Trigger box, select ‘Flexi Funnels’ as the application. For the Trigger Event, choose ‘New Purchase’. This means that whenever a new purchase is made in Flexi Funnels, it will trigger the workflow.

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3. Connecting Flexi Funnels to Pabbly Connect

Now that we have set up the trigger, we need to connect Flexi Funnels to Pabbly Connect. A webhook URL will be provided to you in the Pabbly Connect interface. This URL acts as a bridge between Flexi Funnels and Pabbly Connect.

Log into your Flexi Funnels account and navigate to the products section. Click on the edit option for the product you want to track. Under the ‘Set Rules’ section, click on ‘Plus Set Product Rules’. Here, you will need to:

• Select all pricing options for the product.
• Choose ‘Use Webhook’ and paste the webhook URL from Pabbly Connect.

After saving the settings, you can now test the integration by making a purchase in Flexi Funnels. This will send data to Pabbly Connect, confirming the connection is successful.

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4. Notifying Microsoft Teams with Pabbly Connect

With the webhook successfully set up, the next step is to notify your team on Microsoft Teams using Pabbly Connect. In the Action box, select ‘Microsoft Teams’ and then choose the ‘Send Message in a Channel’ action event.

Connect your Microsoft Teams account by clicking on the ‘Connect’ button. You will need to grant permissions for Pabbly Connect to send messages on your behalf. After connecting, enter the required details:

Select the appropriate team and channel from the dropdown menu. Draft your message, including placeholders for the purchase details.

By mapping the response data from Flexi Funnels into your message, you ensure that every new purchase notification includes the correct details.

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5. Testing the Integration and Conclusion

To finalize your setup, you need to test the integration. Make a test purchase in Flexi Funnels. If everything is set up correctly, you should see the notification appear in your Microsoft Teams channel almost instantly.

Check your Microsoft Teams channel to confirm that the notification includes all relevant details such as buyer name, email, product purchased, and price. This demonstrates that Pabbly Connect successfully integrated Flexi Funnels with Microsoft Teams.

In conclusion, using Pabbly Connect allows you to automate notifications for purchases made in Flexi Funnels directly to your Microsoft Teams. This integration streamlines communication and ensures your team is always updated on new sales.

Conclusion

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

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Learn how to automate the process of adding IndiaMart leads to Salesforce CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Introduction to Automation with Pabbly Connect

Automation is crucial for businesses looking to streamline operations. In this tutorial, we will explore how to use Pabbly Connect to automate adding IndiaMart leads to Salesforce CRM.

Using Pabbly Connect, you can connect your IndiaMart account with Salesforce CRM seamlessly. This integration allows for efficient lead management and reduces manual data entry errors.

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2. Setting Up Your Pabbly Connect Account

To begin the integration process, first access Pabbly Connect by typing the URL in your browser. You will see options to sign in or sign up for free.

• If you are a new user, click on the sign up for free button to create an account.
• Existing users can simply click on sign in.
• Upon signing up, you receive 100 free tasks every month.

Once logged in, you will reach the dashboard of Pabbly Connect. Here, you can create a new workflow by selecting the ‘Create Workflow’ option.

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3. Creating the Workflow for IndiaMart and Salesforce Integration

To automate the addition of leads from IndiaMart to Salesforce, start by naming your workflow appropriately in Pabbly Connect. For example, name it ‘Add IndiaMart Leads to Salesforce’.

Next, you will need to set up a trigger. Select IndiaMart as your trigger application and choose the event ‘New Lead’. This step is crucial as it initiates the workflow when a new lead is received.

• Copy the webhook URL generated by Pabbly Connect.
• Log into your IndiaMart account and navigate to the Lead Manager section.
• Select the option to integrate using the Push API and paste the webhook URL.

After saving the details in IndiaMart, you will be ready to test the integration. This requires sending a test lead from IndiaMart to ensure the connection works correctly.

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4. Testing the Integration and Capturing Leads

To test the integration, create a dummy lead profile in IndiaMart and submit an inquiry. This action will trigger the webhook and send the lead details to Pabbly Connect.

Once you submit the inquiry, check Pabbly Connect to see if the lead details have been captured successfully. The details should include the lead’s name, email, phone number, and inquiry content.

Upon successful testing, you can now set up the action step in your workflow. Choose Salesforce as your action application and select the ‘Create Record’ event. This will allow you to add the captured leads directly into Salesforce CRM.

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5. Finalizing the Salesforce Integration

In the action setup, you will need to connect Pabbly Connect to your Salesforce account. Grant the necessary permissions for data access.

Now, map the lead details from the previous step to the corresponding fields in Salesforce. Ensure that the first name, last name, company name, and inquiry details are accurately mapped.

Select the Salesforce object you want to create, such as ‘Lead’. Fill in the required fields with the mapped data from IndiaMart. Test the action to ensure a new lead is created in Salesforce.

Once the test is successful, your integration will automatically add new leads from IndiaMart to Salesforce CRM, streamlining your lead management process.

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Conclusion

In this tutorial, we explored how to automate the process of adding IndiaMart leads to Salesforce CRM using Pabbly Connect. This integration enhances efficiency and accuracy in managing leads for your business.