Author: Rajpal Tomar

Learn how to integrate Cognito Forms with Pabbly Connect for automatic user enrollment. Follow this step-by-step tutorial to streamline your enrollment process. 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

---

1. Accessing Pabbly Connect for Integration

To integrate Cognito Forms with Pabbly Connect, the first step is to access Pabbly Connect. You can do this by opening your browser and visiting the Pabbly Connect website. If you do not have an account, you can sign up for free, which gives you 100 tasks every month.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow for your integration. Click on the ‘Create Workflow’ button, name your workflow, and select a folder to save it. This sets the stage for your automation process.

---

2. Setting Up the Trigger with Cognito Forms

After creating your workflow in Pabbly Connect, the next step is to set up the trigger. The trigger is an event that starts your workflow. In this case, you will use Cognito Forms as the trigger application. Search for Cognito Forms and select it.

• Select ‘New Entry’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your Cognito Forms account to connect this webhook.

In Cognito Forms, navigate to the form settings and enable the option to post data to your website. Paste the webhook URL you copied into the endpoint field. Save your changes, and this will establish the connection between Cognito Forms and Pabbly Connect.

---

3. Creating the Action Step to Enroll Users

Once the trigger is set up, the next step involves creating the action step in Pabbly Connect. This action will automatically enroll users in your Riggy account whenever a new form submission occurs. Search for Riggy as your action application.

Select ‘Import User’ as your action event. You will need to connect Riggy with Pabbly Connect by providing a token. To get this token, log into your Riggy account, navigate to the integrations section, and enable the Pabbly option. Copy the key provided, then return to Pabbly Connect and paste it into the token field.

---

4. Mapping User Details for Enrollment

Now that you have connected Riggy with Pabbly Connect, you need to map the user details from Cognito Forms to the fields in Riggy. This ensures that the correct information is sent during user enrollment. Start by mapping the full name, email address, and phone number from the Cognito Forms response.

• Map the full name field to the corresponding response from Cognito Forms.
• Map the email address and phone number fields similarly.
• Optionally, set the product hash for the course in Riggy.

Once all fields are mapped, you can test your workflow by submitting a new entry in Cognito Forms. This will trigger the action in Pabbly Connect, enrolling the user in Riggy automatically.

---

5. Verifying User Enrollment in Riggy

After setting up the integration, it’s crucial to verify that the user enrollment is working correctly. Go back to your Riggy account and navigate to the user management section. Here, you can check the user list to see if the new user appears after a form submission in Cognito Forms.

If the integration is successful, you should see the new user with their details populated correctly. This verification step ensures that your workflow in Pabbly Connect is functioning as intended, providing a seamless enrollment process for your students.

---

Conclusion

In this tutorial, we explored how to integrate Cognito Forms with Pabbly Connect for automatic user enrollment. By following the steps outlined, you can streamline your enrollment process and enhance your efficiency as an online educator. Using Pabbly Connect, you can automate various tasks and focus more on delivering quality content to your students.

Learn how to automate the process of adding failed payment details from Instamojo to Google Sheets using Pabbly Connect with this detailed step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To start automating the addition of failed payment details from Instamojo to Google Sheets, access Pabbly Connect by visiting Pabbly.com/connect. You can create a free account to get started with 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow to connect your applications. This will be the foundation for integrating Instamojo and Google Sheets seamlessly.

---

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Instamojo as the trigger and Google Sheets as the action application. Click on the ‘Create Workflow’ button in Pabbly Connect and name your workflow accordingly.

• Select Instamojo as the trigger application.
• Choose ‘Payment Failed’ as the trigger event.
• Set up the webhook URL provided by Pabbly Connect.

After setting up the trigger, you will need to connect your Instamojo account by entering the webhook URL in the settings of your Instamojo payment page. This step is crucial as it allows Pabbly Connect to receive data from Instamojo whenever a payment fails.

---

3. Setting Up the Webhook in Instamojo

To connect Instamojo to Pabbly Connect, you need to set up a webhook. Log in to your Instamojo account and navigate to the smart page settings where you can edit your payment page.

• Select the product page you want to edit.
• In the settings, find the Webhook option and paste the URL from Pabbly Connect.
• Ensure to select ‘Failed Payment’ as the event to trigger the webhook.

After saving the settings in Instamojo, go back to Pabbly Connect and test the webhook to ensure it is receiving data correctly. This step confirms that the connection is established successfully.

---

4. Connecting Google Sheets to Pabbly Connect

Now that the webhook is set up, it’s time to connect Google Sheets as the action application in Pabbly Connect. Choose Google Sheets from the action applications list and select ‘Add New Row’ as the action event.

In this step, you will need to connect your Google account to Pabbly Connect. Click on ‘Connect’ and grant the necessary permissions for Pabbly Connect to access your Google Sheets. Select the specific spreadsheet where you want the failed payment details to be added.

Choose the spreadsheet titled ‘Failed Payments’. Map the fields from the Instamojo response to the corresponding columns in Google Sheets. Make sure to test the connection by sending a test row to Google Sheets.

Once the mapping is complete, you can save and send a test request. This will allow you to verify that all details from the failed payment are correctly added to your Google Sheets.

---

5. Testing and Verifying the Integration

With everything set up, it’s time to test the entire workflow. Go back to your Instamojo payment page and attempt a payment with invalid details to trigger a failure.

After the payment fails, check your Google Sheets to see if the details have been added correctly. You should see the name, email, phone number, product, and price filled in automatically from the failed payment data.

Confirm that all fields are populated correctly. If the data appears as expected, your automation is successful. Repeat the test to ensure consistency in the integration.

This testing phase is crucial to ensure that your workflow between Instamojo and Google Sheets via Pabbly Connect operates smoothly and accurately captures all failed payment details.

---

Conclusion

By following this guide, you have successfully automated the process of adding failed payment details from Instamojo to Google Sheets using Pabbly Connect. This integration not only saves time but also ensures that you have accurate records of payment failures for better customer service.

Utilizing Pabbly Connect allows for seamless integration between various applications, enhancing your workflow efficiency and productivity.

Learn how to utilize Pabbly Connect‘s Agency Feature to manage tasks efficiently across client accounts. Follow our detailed guide 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

---

1. Accessing Pabbly Connect for the Agency Feature

To utilize the Pabbly Connect Agency Feature, start by logging into your Pabbly Connect account. From the dashboard, navigate to the left sidebar where you will find the settings option. This is where you can enable and manage the Agency Feature.

Once in the settings, locate the ‘Agency Task’ section. Here, you will find essential details about your agency tasks, including total tasks available, assigned tasks, remaining tasks, and accounts to which tasks have been assigned. This overview helps you manage your tasks efficiently.

---

2. Features of the Agency Task in Pabbly Connect

The Pabbly Connect Agency Task feature is tailored for agencies to manage client workflows effectively. Key features include the ability to purchase bulk tasks, assign them to other Pabbly Connect accounts, and provide full access to automation features for clients.

• Assign tasks to unlimited Pabbly Connect accounts.
• Revocation of tasks can be done at any time.
• Maintain a complete log of task assignments for monitoring.

This feature enhances client management by allowing agencies to assign a minimum of 10,000 tasks to each account, ensuring that clients have adequate resources for their automation needs.

---

3. Assigning Tasks to Client Accounts via Pabbly Connect

To assign tasks using Pabbly Connect, click on the ‘Assign Task’ button in the Agency Task section. A new window will appear asking for the email address of the client’s Pabbly Connect account. This step is crucial for directing the tasks to the correct user.

After entering the email address, specify the number of tasks to assign. The minimum number is set at 10,000 tasks. For example, if you want to assign 20,000 tasks, simply input this number and click on the ‘Assign Task’ button to complete the process.

---

4. Verifying Assigned Tasks in Pabbly Connect

Once tasks are assigned in Pabbly Connect, it is essential to verify that the assignment has been successful. Log into the client’s Pabbly Connect account and navigate to the settings section. Here, you will see the total tasks assigned, including the newly allocated tasks.

For instance, if you assigned 20,000 tasks, the client’s dashboard should reflect this number. This verification step ensures that the tasks are correctly allocated and ready for use by the client.

---

5. Resetting and Revoking Tasks in Pabbly Connect

The Pabbly Connect Agency Task feature also allows for the revocation of tasks. If you decide to remove tasks assigned to a client, you can do so at any time. The revoked tasks will be added back to your account on the first of the next month, ensuring a seamless task management experience.

Additionally, tasks reset automatically at the beginning of each month. This means that if you assigned tasks on the 15th of a month, they will reset on the 1st of the following month, allowing for continuous task management without interruptions.

---

Conclusion

In summary, using the Pabbly Connect Agency Feature enables agencies to efficiently manage client tasks through a structured process. This feature provides flexibility in task assignment, monitoring, and revocation, making client management seamless and effective.

Learn how to integrate Indiamart leads into Google Sheets using Pabbly Connect. This detailed tutorial covers every step of the process with specific examples. 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 begin integrating Indiamart leads into Google Sheets, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website, which can be done by typing ‘Pabbly.com/connect’ in your browser.

Once there, sign in using your existing account. If you are new, you can click on ‘Sign Up for Free’ to create an account that provides you with 100 free tasks monthly. After signing in, you will see your dashboard where you can manage your workflows.

---

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect that connects Indiamart and Google Sheets. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Indiamart Leads to Google Sheets’.

• Select the folder where you want to save your workflow.
• Click on ‘Create’ to initiate the workflow.

After creating the workflow, you will see two boxes: one for the trigger and one for the action. The trigger will be Indiamart, and the action will be Google Sheets. This setup allows you to automate the process of adding inquiries to your Google Sheets whenever a new lead is generated in Indiamart.

---

3. Setting Up the Trigger with Indiamart

Now, let’s set up the trigger in Pabbly Connect. Choose Indiamart as your trigger application and select ‘New Lead’ as the trigger event. This means that every time a new lead is received in Indiamart, it will trigger the workflow to add details into Google Sheets.

Next, you will be provided with a webhook URL. This URL is essential as it connects Indiamart with Pabbly Connect. Copy this URL and head over to your Indiamart account. In the lead manager section, click on the three dots and select ‘Import/Export Leads’ then ‘Push API’.

• Select ‘Other’ as your source and enter ‘Pabbly Connect’ as your CRM platform name.
• Paste the webhook URL you copied earlier and click ‘Save Details’.
• Generate OTP to complete the connection setup.

Once the webhook is successfully added, Pabbly Connect will wait for the response whenever a new lead is generated in Indiamart.

---

4. Testing the Integration with a Sample Inquiry

To ensure that the integration is working correctly, you need to test it by submitting a sample inquiry through Indiamart. Open your Indiamart profile in incognito mode and search for your business. Click on ‘Contact Supplier’ and fill in the inquiry form with the necessary details.

Once you submit the inquiry, Pabbly Connect should capture the response. Check your Pabbly Connect dashboard to see if the inquiry details appear. If successful, you will see the unique query ID and all the provided details, confirming that the connection is established properly.

This test is crucial as it verifies that the data flow from Indiamart to Pabbly Connect is functioning as expected. If you see the data in your dashboard, it means the integration is set up correctly and ready for use.

---

5. Adding Inquiry Details to Google Sheets

Now, let’s set up the action to add the inquiry details to Google Sheets. In Pabbly Connect, select Google Sheets as your action application and choose ‘Add New Row’ as the action event. Click ‘Connect’ and select your Google account to authorize the connection.

After connecting, select the specific spreadsheet where you want to add the inquiry details. Use the mapping feature to dynamically insert the inquiry data into the appropriate fields, such as first name, last name, email, phone, and inquiry message.

Map each field from the Indiamart response to the corresponding column in your Google Sheets. Click ‘Save and Send Test Request’ to ensure the data is added correctly.

Once you receive a successful response, check your Google Sheets to verify that the inquiry details have been added correctly. This completes the integration process using Pabbly Connect, allowing you to automate your lead management efficiently.

---

Conclusion

In this tutorial, we explored how to integrate Indiamart leads into Google Sheets using Pabbly Connect. By following the step-by-step process, you can automate your lead management and streamline your business operations effectively.

Learn how to integrate Zoom and Pipedrive using Pabbly Connect to automatically create Pipedrive persons from Zoom meeting registrants. Follow our step-by-step guide for seamless automation.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To create a Pipedrive person from a Zoom meeting registrant, you first need to access Pabbly Connect. Start by opening your browser and searching for Pabbly Connect. This platform is essential for automating the integration process between Zoom and Pipedrive.

Once on the Pabbly Connect landing page, you have two options: sign in if you already have an account or click on the ‘Sign Up for Free’ button if you’re new. Signing up takes only a few minutes and grants you 100 free tasks every month.

---

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to your dashboard and click on the ‘Create Workflow’ button. Here, you will name your workflow based on your objective, such as ‘Create Pipedrive Person from Zoom Meeting Registrant’.

• Name your workflow according to its purpose.
• Select the appropriate folder for saving your workflow.
• Click on ‘Create’ to proceed.

Upon creation, you will see a window with two boxes for triggers and actions. The trigger indicates when the automation starts, while the action defines what happens next. This setup is crucial for integrating Zoom with Pipedrive through Pabbly Connect.

---

3. Setting Up Zoom as the Trigger in Pabbly Connect

The next step is to set up Zoom as the trigger application in your workflow. Search for Zoom in the trigger application section and select it. You will then need to choose the trigger event, which in this case is ‘New Meeting Registrant’.

To connect Zoom with Pabbly Connect, click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to enter a token, which you can obtain from your Zoom account by developing a new app in the Zoom App Marketplace.

• Log into your Zoom account and navigate to the Admin section.
• Go to the App Marketplace and develop a new app.
• Copy the generated token and paste it into Pabbly Connect.

This process ensures that every time a new registrant signs up for your Zoom meeting, Pabbly Connect captures those details automatically.

---

4. Configuring Pipedrive Action in Pabbly Connect

Now that Zoom is set as the trigger, you need to configure the action to create a person in Pipedrive. Search for Pipedrive in the action application section and select it. The action event will be ‘Create Person’.

To connect Pipedrive with Pabbly Connect, you will need to enter your API token. This can be found in your Pipedrive account under the personal preferences section. Once you have the token, paste it into Pabbly Connect and click on ‘Save’.

Log into your Pipedrive account and navigate to your profile. Generate a new API token from the API section. Paste the token in Pabbly Connect to establish the connection.

This integration allows Pabbly Connect to use the registrant details from Zoom to create a new person in your Pipedrive account automatically.

---

5. Testing and Verifying the Integration

With both Zoom and Pipedrive connected through Pabbly Connect, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. This action will wait for a response from Zoom when a new registrant is created.

To generate a test registrant, use the registration link for your Zoom meeting. Fill out the registration form with the necessary details and submit it. Once registered, you should see the response appear in Pabbly Connect, confirming that the registrant’s details have been captured.

Register for the Zoom meeting using the provided link. Verify the registrant details in Pabbly Connect. Check your Pipedrive account to see if the new person has been created.

If everything is set up correctly, you will see the new person in your Pipedrive account, confirming that the integration via Pabbly Connect is successful.

---

Conclusion

In this tutorial, we demonstrated how to create a Pipedrive person from a Zoom meeting registrant using Pabbly Connect. This integration streamlines your workflow by automating the process of adding new leads to your CRM, ensuring you never miss out on potential clients.

By following these steps, you can enhance your lead management process, saving time and improving your outreach efforts. With Pabbly Connect, automating such tasks becomes effortless, allowing you to focus on what matters most—growing your business.

Learn how to integrate Microsoft Outlook with Trello to create cards automatically using Pabbly Connect. Follow this detailed tutorial for seamless automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Microsoft Outlook to Trello Integration

To create Trello cards from Microsoft Outlook events, you first need to set up Pabbly Connect. This platform facilitates the automation process between Microsoft Outlook and Trello. Start by opening a web browser and navigating to the Pabbly Connect website.

Once there, 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 to create an account, which takes only a couple of minutes. After signing up, you will receive 100 free tasks every month. If you already have an account, simply sign in to access your dashboard.

---

2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, click on the ‘Create Workflow’ button to initiate the setup. Name your workflow something descriptive, like ‘Create Trello Card from Microsoft Outlook Event’. Select the folder where you want to save this workflow.

• Click on the ‘Create’ button to proceed.
• You will then see options for Trigger and Action. The Trigger is the event that starts the workflow, while Action is what happens as a result.
• For this integration, the Trigger will be a new event in Microsoft Outlook.

Now, select ‘Microsoft Office 365’ as your Trigger application. Choose the event ‘New Calendar Event’ to set this up. Click on the ‘Connect’ button to link your Microsoft Outlook account with Pabbly Connect.

---

3. Connecting Microsoft Outlook to Pabbly Connect

To connect Microsoft Outlook, click on ‘Add New Connection’ and follow the prompts to allow Pabbly Connect access to your Microsoft Office 365 account. You will need to accept the permissions requested to proceed.

Once connected, select the calendar from which you want to pull events. In this case, choose the calendar you typically use for scheduling meetings. This ensures that any new events added will trigger the workflow.

After selecting your calendar, you can test the connection by creating a new event in Microsoft Outlook. This event will serve as the basis for the Trello card you will create later. Make sure to save the event to finalize the test.

---

4. Creating a Trello Card from Outlook Event Details

With the trigger set, it’s time to set up the Action in Pabbly Connect. Search for Trello as your action application and select the action event ‘Create Card with Plain Text Description’.

• Click on ‘Connect’ to link Trello with Pabbly Connect.
• You will need to enter your Trello username, API key, and token to establish this connection.
• Follow the prompts to generate these credentials if you haven’t done so already.

Once connected, choose the Trello board and list where the card will be created. You can map the card name and description from the Outlook event details you received in the previous steps. This mapping allows for automatic updates in Trello whenever a new event is created in Outlook.

---

5. Finalizing the Integration and Testing

After mapping all necessary fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will create a Trello card using the details from your Outlook event. You should receive a confirmation response indicating that the card was created successfully.

To verify, check your Trello board to see if the new card appears with the correct details. If everything is set up correctly, any new events created in Microsoft Outlook will automatically generate a corresponding Trello card, streamlining your workflow.

This automation saves time and ensures that all relevant information is captured without manual input. With Pabbly Connect, managing your sales events becomes a breeze.

---

Conclusion

In this tutorial, we explored how to create Trello cards from Microsoft Outlook events using Pabbly Connect. By following these steps, you can automate your workflow and enhance productivity through seamless integration.

Learn how to automate the creation of Google Contacts from a Notion database using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To begin automating the creation of Google Contacts from your Notion database, you first need to access Pabbly Connect. Visit the Pabbly Connect homepage and sign in or sign up if you are a new user.

Once logged in, you will find the dashboard where all your applications are listed. Here, you will create a workflow that connects Notion with Google Contacts, enabling seamless automation of your lead management process.

---

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to enter a name for your workflow.

For this automation, name your workflow something like ‘Create Google Contact from Notion Database Item’. You can also choose a folder to save this workflow for better organization. Folders help you categorize your workflows effectively.

• Click on ‘Create’ to initiate the workflow.
• Select Notion as your trigger application.
• Choose the trigger event as ‘New Database Item’.

After setting the trigger, you will configure the connection between Notion and Pabbly Connect to start capturing new lead details automatically.

---

3. Connecting Notion to Pabbly Connect

Now that you have set up the workflow, it’s time to connect your Notion account to Pabbly Connect. Click on ‘Connect’ to create a new connection. If you already have a connection, you can select it from the existing connections.

You will be prompted to authorize Pabbly Connect to access your Notion account. Select the pages you want to allow access to and click ‘Allow Access’. This step is crucial for ensuring that the automation can pull data from your Notion database.

• Choose your database ID from the dropdown menu.
• Ensure you have the correct database selected to capture new leads.

This connection allows Pabbly Connect to monitor your Notion database for any new entries, thus facilitating the automation.

---

4. Setting Up Google Contacts Integration

Next, you will set up Google Contacts as your action application within Pabbly Connect. Select Google Contacts and choose the action event as ‘Create Contact’. This ensures that every new lead added in Notion will automatically create a corresponding contact in Google Contacts.

To connect Google Contacts to Pabbly Connect, click on ‘Connect’. Similar to the Notion connection, you will need to authorize Pabbly Connect to access your Google account. After successful authorization, you will be able to map the fields from Notion to Google Contacts.

Map the first name, last name, email, and phone number from Notion to Google Contacts. Ensure all required fields are filled for successful contact creation.

This setup finalizes the integration, allowing Pabbly Connect to create Google Contacts automatically based on your Notion database entries.

---

5. Testing Your Automation

After completing the setup, it’s essential to test your automation. Add a new lead detail in your Notion database. Once you input the details, Pabbly Connect will capture this new entry and trigger the workflow.

Check your Google Contacts to confirm that the new contact has been created successfully. This step verifies that the integration between Notion and Google Contacts via Pabbly Connect is functioning as intended.

By following these steps, you have successfully automated the process of creating Google Contacts from entries in your Notion database. This automation saves time and ensures your lead information is always up-to-date.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of Google Contacts from a Notion database. By following the steps outlined, you can streamline your lead management process and ensure that all new leads are captured efficiently.

Learn how to capture Facebook leads directly into your CRM using Pabbly Connect. This step-by-step tutorial covers the entire integration process. 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.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Facebook Leads Integration

To capture Facebook leads directly in your CRM, you must first access Pabbly Connect. This platform serves as the central hub for integrating various applications without coding. Begin by visiting the Pabbly Connect homepage.

Once there, you can either sign in if you’re an existing user or sign up for a free account. The sign-up process grants you access to 100 free tasks each month, allowing you to explore the platform’s capabilities.

---

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a workflow that connects your Facebook leads to your CRM. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for example, ‘Capture Facebook Leads in CRM’.
• Select a folder to save your workflow, or create a new one.

This workflow will automate the process of capturing leads from Facebook. Ensure to familiarize yourself with the trigger and action principles, as they are essential for setting up the integration.

---

3. Setting the Trigger for Facebook Lead Ads

To initiate the automation, you need to set the trigger in Pabbly Connect. Choose Facebook Lead Ads as your trigger application. This allows Pabbly Connect to detect new leads from your ads.

Select the event as ‘New Lead Instant’. This configuration ensures that every time a new lead is generated, Pabbly Connect captures it immediately. After setting this up, connect your Facebook account to Pabbly Connect.

• Authorize Pabbly Connect to access your Facebook account.
• Select the Facebook page and the lead form you want to use.

Once the connection is established, you can proceed to test the lead capture functionality.

---

4. Testing the Lead Capture Functionality

To ensure everything is functioning correctly, you must test the lead capture process using Pabbly Connect. Utilize the Facebook lead ad testing tool to generate a test lead.

Fill out the form with dummy information, such as first name, last name, email, and phone number. Once submitted, Pabbly Connect will capture this data and send it to your CRM. Check your CRM to verify that the new lead has been added successfully.

Ensure that all details are correctly mapped from the Facebook lead to your CRM. Confirm that the lead appears in your CRM with the correct information.

This step validates that your integration is working as intended, allowing you to capture leads seamlessly.

---

5. Finalizing the Integration with Your CRM

After successful testing, it’s time to finalize the integration with your CRM using Pabbly Connect. Select your CRM application, such as Pipe Drive, as the action application.

Choose the action event ‘Create Person’. This step enables Pabbly Connect to add new leads as contacts in your CRM automatically. Map the fields from the Facebook lead form to the corresponding fields in your CRM, ensuring that all relevant information is captured accurately.

Once you save the integration, your workflow will be complete. Every new lead generated on Facebook will now be automatically added to your CRM, streamlining your lead management process.

---

Conclusion

In this tutorial, we explored how to capture Facebook leads directly in your CRM without coding using Pabbly Connect. Following these steps allows for seamless lead integration, enhancing your business efficiency and responsiveness.

Learn how to integrate WhatsApp with AI Sensi using Pabbly Connect for seamless communication. Step-by-step tutorial included. 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 Integration

To begin the integration process using Pabbly Connect, first navigate to the Pabbly website. Here, you can either sign in or sign up for a free account. This platform allows you to automate workflows without any coding knowledge.

Once logged in, click on the ‘Access Now’ button for Pabbly Connect. This will take you to your dashboard where you can create new workflows. Start by clicking the ‘Create Workflow’ button to initiate the integration setup.

---

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow using Pabbly Connect that connects Gravity Forms to WhatsApp via AI Sensi. Name your workflow appropriately, such as ‘Send WhatsApp Message on Gravity Form Submission’.

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

After setting up the trigger, you will need to integrate this webhook into your Gravity Forms settings to capture submissions. This establishes a connection between Gravity Forms and Pabbly Connect.

---

3. Configuring Gravity Forms for Webhooks

Next, you need to configure your Gravity Forms to utilize the webhook generated by Pabbly Connect. Open your Gravity Forms dashboard and select the form you want to connect.

Navigate to the Settings tab, and click on the Webhooks section. Here, add a new webhook by pasting the URL you copied earlier. Ensure the request method is set to POST and the request format is JSON.

• Name the webhook (e.g., WhatsApp Notification).
• Save your settings to apply changes.

Once the webhook is set up, perform a test submission on your Gravity Form to verify that Pabbly Connect captures the response correctly.

---

4. Sending WhatsApp Messages with AI Sensi

Now that you have successfully set up the trigger, the next step is to configure the action in Pabbly Connect to send WhatsApp messages using AI Sensi. Select AI Sensi as the action application.

Choose the action event as ‘Send Template Message’. You will need to connect your AI Sensi account by providing the API key, which can be found in your AI Sensi account settings.

Map the phone number from the Gravity Forms response. Set the campaign name and template parameters as required. Save the settings to enable message sending.

This configuration ensures that every time a new Gravity Form submission occurs, an automated WhatsApp message is sent to the participant, enhancing communication.

---

5. Testing the Integration Workflow

Finally, it’s essential to test the entire workflow to ensure everything is functioning correctly. Submit a new entry in your Gravity Form and monitor the response captured by Pabbly Connect.

Check your WhatsApp to confirm that the automated message has been sent successfully. If the message appears, your integration between WhatsApp, AI Sensi, and Gravity Forms via Pabbly Connect is complete and functioning as intended.

To summarize, you set up a trigger in Gravity Forms, configured webhooks, and established an action with AI Sensi through Pabbly Connect. This seamless setup allows for efficient communication with your participants.

---

Conclusion

This tutorial demonstrates how to use Pabbly Connect to integrate WhatsApp with AI Sensi for automated messaging. By following the steps outlined, you can enhance your communication process effectively.

Learn how to set up Pabbly Connect to notify your Slack channel for FlexiFunnels purchases step-by-step. Automate your workflow efficiently! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To notify your team on a Slack channel for FlexiFunnels purchases, you first need to access Pabbly Connect. This powerful automation tool allows you to integrate different applications seamlessly. Start by visiting the Pabbly Connect landing page in your browser.

Once there, you will see two options: ‘Sign In’ and ‘Sign Up for Free’. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users should click on ‘Sign In’ to access their dashboard. After signing in, you can start creating your automation workflow.

---

2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. For this integration, name the workflow ‘Notify Team on Slack Channel for FlexiFunnels Purchase’.

• Click on ‘Create’ to proceed.
• This opens the workflow window where you can set triggers and actions.
• You will need to select a trigger application to start the automation.

In the workflow window, select FlexiFunnels as the trigger application. This is crucial as you want the workflow to activate whenever a new purchase occurs in FlexiFunnels. After selecting FlexiFunnels, choose the trigger event as ‘New Purchase’. This setup ensures that your workflow is triggered every time a new purchase is made.

---

3. Setting Up the Webhook in FlexiFunnels

Once you’ve selected your trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need to paste it into your FlexiFunnels account. This webhook allows FlexiFunnels to communicate with Pabbly Connect whenever a new purchase is made.

Now, log into your FlexiFunnels account and navigate to the product settings. Select the product for which you want to set up notifications. Click on ‘Set Rules’ and then on ‘Set Product Rules’. You will configure the rules to trigger the webhook when a product is purchased.

• Choose ‘Product is Purchased’ as the condition.
• Select ‘Webhook’ as the action and paste the webhook URL you copied from Pabbly Connect.
• Click ‘Save’ to finalize the setup.

After saving the rules, return to your Pabbly Connect workflow. It will indicate that it is waiting for a webhook response. This means your setup is ready to capture purchase data from FlexiFunnels.

---

4. Configuring Slack Notification in Pabbly Connect

Next, you need to set up the action application in Pabbly Connect. Select Slack as your action application. This allows you to send notifications to your team whenever a new purchase is made. Choose the action event as ‘Send Channel Message’.

Click on ‘Connect’ to link your Slack account with Pabbly Connect. If you have already connected Slack, you can select the existing connection. If not, follow the prompts to add a new connection. You will need to choose a token type, typically ‘Bot’ for this integration.

Authorize Pabbly Connect to access your Slack account. Select the channel where you want to receive notifications. Customize the message to be sent to your team.

Make sure to map the details from the FlexiFunnels purchase response into your message. This way, each notification will include relevant customer information like name, email, and course purchased.

---

5. Testing and Verifying the Integration

With the workflow set up, it’s time to test the integration. Go back to your FlexiFunnels page and make a test purchase. Fill in the required details and complete the order. This action should trigger the webhook in Pabbly Connect.

After completing the test purchase, check your Slack channel. You should see a new message indicating that a purchase has been made, along with the details you mapped earlier. This confirms that Pabbly Connect is successfully notifying your team on Slack.

To ensure everything is functioning correctly, you can perform additional test purchases. Each time a purchase is made, your Slack channel should receive an update, allowing your team to respond promptly. This workflow significantly enhances communication regarding course enrollments.

---

Conclusion

In this tutorial, we explored how to automate notifications on a Slack channel for FlexiFunnels purchases using Pabbly Connect. By following the steps outlined, you can ensure your team stays informed about new purchases in real-time, enhancing customer support and onboarding.