Author: Rajpal Tomar

Learn how to use Pabbly Connect to automate the creation and updating of contacts in Keep CRM from Cognito Forms submissions. Step-by-step tutorial included. 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 using Pabbly Connect, first access the platform by typing ‘Pabbly.com/connect’ in your browser. This is where you will create workflows to automate tasks between applications.

After reaching the homepage, you will see options to sign in or sign up. Existing users can log in, while new users should click on the ‘Sign up for free’ button to create an account. This process is quick and grants you access to 100 free tasks each month to explore the platform.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can see your existing workflows. To create a new one, click on the ‘Create Workflow’ button. A dialog box will appear prompting you to name your workflow.

• Name your workflow: ‘Create or Update Keep Contact on Cognito Form Submission’.
• Select a folder for organization, such as ‘Automations for Lead Management’.
• Click on ‘Create’ to proceed.

This action opens a blank workflow setup with two main sections: triggers and actions. Understanding these concepts is crucial as the trigger initiates the workflow, while the action executes a response based on that trigger.

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3. Setting Up the Trigger with Cognito Forms

For this automation, the trigger application will be Cognito Forms. Select Cognito Forms as your trigger application and choose the ‘New Entry’ event. This event triggers the workflow whenever a new entry is submitted through your form.

After selecting the trigger event, Pabbly Connect provides you with a webhook URL. Copy this URL as it will be used to connect your Cognito form to Pabbly Connect. Go to your Cognito Forms account and select the form you want to integrate.

• Enable ‘Post Jon Data to a Website’ in your form settings.
• Paste the copied webhook URL in the provided field.
• Save the changes to update your form.

This establishes the connection, allowing data from Cognito Forms to flow into Pabbly Connect whenever the form is submitted.

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4. Testing the Trigger and Capturing Data

To ensure that the connection is functioning, you need to perform a test submission of your Cognito form. Open the form link and fill it out with dummy data, such as a name, email, phone number, city, and property type.

After submitting the form, return to Pabbly Connect to check if the response has been captured. You should see all the details from the form submission displayed in the Pabbly Connect dashboard, confirming a successful connection.

Verify that the response includes the correct fields such as name, email, and phone number. Ensure the data is accurately captured without any errors.

Once the test submission shows the correct data, you can proceed to set up the action step in Pabbly Connect to add the lead to your Keep CRM.

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5. Setting Up the Action to Update Keep CRM

In this step, select Keep (Infusionsoft by Keep) as your action application in Pabbly Connect. Choose the ‘Create or Update Contact’ action event. This allows you to either create a new contact or update an existing one based on the email provided.

Next, you will need to connect your Keep account with Pabbly Connect. Click on ‘Connect’ and follow the prompts to authorize the connection. Once authorized, you can map the fields from the previous step to create a contact in Keep.

Map the email field from the Cognito form submission to the corresponding email field in Keep. Map additional fields such as first name, last name, phone number, and city. Click on ‘Save and Send Test Request’ to verify the action.

Check your Keep account to confirm that the new contact has been added successfully. This completes the integration process, allowing you to automatically manage your leads from Cognito Forms into Keep CRM using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate the process of creating and updating contacts in Keep CRM using Pabbly Connect with Cognito Forms. This integration streamlines lead management for your real estate business, ensuring efficient follow-up with potential clients.

Learn how to integrate Simply with Automation, Just, and more to automate WhatsApp messaging and Google Sheets for Facebook leads in this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Introduction to Simply and Automation

Simply is a powerful platform that allows you to automate processes without coding. Automation is crucial for businesses seeking efficiency, especially when integrating applications like Facebook and Google Sheets. using Pabbly Connect

In this tutorial, we will explore how to automate WhatsApp messaging and manage leads in Google Sheets using Simply and Make. This integration will streamline your workflow, saving time and reducing manual errors.

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2. Setting Up Facebook Lead Ads with Simply

To start, you need to set up Facebook Lead Ads, which will be the trigger for our automation process. Simply allows for seamless integration with Facebook. using Pabbly Connect

• Log into your Facebook account and navigate to your Ads Manager.
• Create a new Lead Ad campaign, ensuring you have a lead form ready.
• Select the audience and budget for your campaign.

Once your ad is live, leads will begin to come in. This is where Simply and Make come into play for automation.

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3. Integrating Google Sheets to Capture Leads

To capture leads from Facebook into Google Sheets, we will use Simply’s integration capabilities. Google Sheets will serve as our database for all incoming leads. using Pabbly Connect

First, navigate to Simply and create a new workflow. Select Facebook Lead Ads as the trigger application and configure it to listen for new leads. After that, set Google Sheets as the action application to create a new row for each lead.

• Choose the spreadsheet where you want to store lead information.
• Map the fields from the lead form to the corresponding columns in your Google Sheet.
• Test the connection to ensure data is flowing correctly.

With this setup, every new lead from Facebook will automatically populate your Google Sheets, making tracking and management much easier.

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4. Sending WhatsApp Messages via AI CC

Next, we will automate WhatsApp messaging to notify leads about their inquiry. Simply integrates with AI CC to send personalized messages. using Pabbly Connect

Set AI CC as the action application in your Simply workflow. Configure it to send a template message upon receiving a new lead. Ensure you have a message template ready that includes placeholders for personalization.

Create a WhatsApp message template that includes variables for the lead’s name and service of interest. Link this template to your campaign in AI CC. Test the WhatsApp message to ensure it sends correctly.

This automation allows you to engage with leads immediately, enhancing customer experience and increasing conversion chances.

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5. Receiving Lead Notifications via WhatsApp

Lastly, we will set up notifications for yourself whenever a new lead is captured. This ensures you stay updated on potential clients without having to check Google Sheets constantly. using Pabbly Connect

Repeat the integration process with AI CC, but this time use a different template for notifications. Configure it to send you a WhatsApp message with all relevant lead details.

Create a notification template that includes the lead’s name, service, email, and phone number. Link this notification template to a new campaign in AI CC. Test the notification to ensure it arrives correctly.

With this final step, you will receive timely updates about new leads directly via WhatsApp, allowing you to follow up promptly.

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Conclusion

In this tutorial, we explored how to automate WhatsApp messaging and manage leads in Google Sheets using Simply and Make. By integrating Facebook Lead Ads, Google Sheets, and AI CC, you can streamline your lead management process efficiently. This automation not only saves time but also enhances your ability to connect with potential clients effectively.

Learn how to integrate Tally Forms with Microsoft Teams using Pabbly Connect for seamless notifications on new submissions. Follow this step-by-step guide for effective automation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Tally Forms with Microsoft Teams, the first step is accessing Pabbly Connect. This powerful automation tool allows you to streamline your workflows without any coding knowledge.

Start by visiting the Pabbly Connect website. If you’re a new user, you can sign up for free and receive $100 in credits. Existing users should sign in to access their dashboard and tools.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Notify Team on Microsoft Teams for Tally Form Submission.’ Select a folder to save your workflow.

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

This setup allows Pabbly Connect to monitor your Tally Forms for new submissions, triggering the workflow whenever a new form is filled out.

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3. Setting Up Tally Form Integration

After selecting Tally Form Builder as your trigger application in Pabbly Connect, you’ll receive a webhook URL. This URL is essential for connecting Tally Forms to your Pabbly workflow.

Log into your Tally account and edit the form you want to connect. Navigate to the Integrations tab and select Webhooks. Paste the webhook URL from Pabbly Connect and click on ‘Connect’. This step establishes a link between Tally Forms and your Pabbly workflow.

• Ensure your form is published and ready for submissions.
• Perform a test submission to ensure the integration works.

Once the webhook is connected, Pabbly Connect will be ready to capture responses from your Tally Forms.

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4. Configuring Microsoft Teams Notifications

With Tally Forms integrated, the next step is to set up Microsoft Teams as the action application in Pabbly Connect. Search for Microsoft Teams and select it as the action application.

Choose the action event as ‘Send Message in Channel’. You will need to connect your Microsoft Teams account to Pabbly Connect if you haven’t done so already. Click on ‘Connect with Microsoft Teams’ and grant the necessary permissions.

Select the team where you want to send notifications. Choose the channel for notifications (e.g., Journal).

Now, you can craft the message that will be sent to your team. Use dynamic fields from the Tally Form submission to ensure each message is personalized.

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5. Testing the Integration Workflow

To ensure everything works correctly, perform a test submission on your Tally Form. After submitting a new response, check your Microsoft Teams channel to see if the notification appears. using Pabbly Connect

Pabbly Connect will capture the details of the form submission and send them to the specified channel in Microsoft Teams. You should see a message containing the lead’s name, email, phone number, preferred course, and current level of education.

This integration ensures that your team is notified in real time, allowing for quicker follow-ups with potential clients. If everything is set up correctly, your workflow should now run seamlessly.

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Conclusion

Integrating Tally Forms with Microsoft Teams using Pabbly Connect streamlines your notification process for new submissions. With this setup, your team can respond quickly to potential clients, enhancing overall efficiency.

Discover how to enhance your business operations with Pabbly Connect by integrating Salesforce with various applications like WhatsApp and Stripe. Learn the top 5 automations!

Watch Step By Step Video Tutorial Below

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1. Integrating Salesforce with WhatsApp Using Pabbly Connect

To enhance your business, you can integrate Salesforce with WhatsApp using Pabbly Connect. This integration allows you to send automated WhatsApp messages to your leads captured in Salesforce. As soon as a new lead is generated in Salesforce, Pabbly Connect will trigger an automated message to nurture the lead.

Here’s how to set it up:

• Open Pabbly Connect and create a new workflow.
• Select Salesforce as the trigger application.
• Choose the trigger event as ‘New Lead’.
• Connect your Salesforce account to Pabbly Connect.
• Add WhatsApp Cloud API as the action application.
• Select the message template and map the lead details.

With these steps, Pabbly Connect will automate the process of sending WhatsApp messages to your leads, improving your response rates and engagement.

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2. Creating Contacts in Salesforce from Stripe Payments via Pabbly Connect

Using Pabbly Connect, you can also create new contacts in Salesforce whenever a payment is made through Stripe. This automation ensures that your customer information is always up to date without manual entry.

Follow these steps to set up this integration:

• Create a new workflow in Pabbly Connect.
• Select Stripe as the trigger application.
• Choose ‘New Charge’ as the trigger event.
• Connect your Stripe account to Pabbly Connect.
• Add Salesforce as the action application.
• Map the customer details to create a new contact in Salesforce.

This setup allows Pabbly Connect to automatically create a Salesforce contact whenever a new payment is processed, helping to streamline your sales process and customer management.

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3. Creating Salesforce Leads from Elementor Form Submissions with Pabbly Connect

Integrating Elementor with Salesforce through Pabbly Connect allows you to capture potential client inquiries directly into Salesforce as leads. This ensures that all inquiries are tracked efficiently.

To set up this integration, follow these steps:

Open Pabbly Connect and create a new workflow. Select Elementor as the trigger application. Choose ‘New Form Submission’ as the trigger event. Connect your Elementor account to Pabbly Connect. Add Salesforce as the action application. Map the form submission data to create a new lead in Salesforce.

With this configuration, Pabbly Connect will automatically create a new lead in Salesforce for every form submission, ensuring that no potential client is overlooked.

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4. Adding Facebook Lead Ads to Salesforce with Pabbly Connect

Another powerful automation with Pabbly Connect is integrating Facebook Lead Ads with Salesforce. This allows you to automatically add leads generated from Facebook ads into your Salesforce CRM.

To set up this integration, follow these steps:

Create a new workflow in Pabbly Connect. Select Facebook Lead Ads as the trigger application. Choose ‘New Lead’ as the trigger event. Connect your Facebook account to Pabbly Connect. Add Salesforce as the action application. Map the lead details to create a new contact in Salesforce.

This integration allows Pabbly Connect to automatically sync leads from Facebook into Salesforce, making it easier to manage your advertising efforts and follow up with potential customers.

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5. Notifying Teams on Microsoft Teams for New Salesforce Leads via Pabbly Connect

Finally, with Pabbly Connect, you can set up notifications to your team on Microsoft Teams whenever a new lead is added to Salesforce. This keeps your team informed and ready to act.

To implement this integration, follow these steps:

Create a new workflow in Pabbly Connect. Select Salesforce as the trigger application. Choose ‘New Lead’ as the trigger event. Connect your Salesforce account to Pabbly Connect. Add Microsoft Teams as the action application. Select ‘Send Message in Channel’ and map the lead details.

This setup ensures that every new lead in Salesforce triggers a notification in Microsoft Teams, allowing your team to follow up promptly and efficiently.

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Conclusion

In conclusion, using Pabbly Connect to integrate Salesforce with various applications like WhatsApp, Stripe, and Microsoft Teams can significantly enhance your business operations. By automating these processes, you save time and improve efficiency, allowing you to focus on growing your business.

Learn how to seamlessly integrate URL and CRM with Salesforce for managing leads effectively. Step-by-step guide for automating lead capture from India Mt to Salesforce. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Integrating URL and CRM for Lead Management

Integrating URL and CRM is essential for effectively managing leads. In this tutorial, we will automate the process of capturing leads from India Mt to Salesforce CRM. using Pabbly Connect

As a photography studio owner, managing leads manually is time-consuming. By integrating these applications, you can streamline your workflow and ensure you never miss an inquiry.

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2. Setting Up India Mt Integration with Salesforce CRM

To set up the integration, we will use Pabbly Connect as our automation tool. First, log in to your India Mt account and navigate to the Lead Manager section.

• Click on the menu option and select ‘Import/Export Leads’.
• Choose ‘Push API’ for integration.
• Enter the CRM platform name as ‘Salesforce’ and paste the webhook Listener URL from Pabbly Connect.

After entering these details, click on ‘Save Details’ to complete the setup. This will allow India Mt to send lead information directly to Salesforce whenever a new inquiry is made.

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3. Generating a Test Lead in India Mt

To ensure the integration works, we need to generate a test lead on India Mt. This step is crucial to verify that the data flows correctly into Salesforce CRM. using Pabbly Connect

Submit a test inquiry on your India Mt account, such as asking for photography services. Once submitted, Pabbly Connect will capture this lead and send it to Salesforce.

• Navigate back to your Pabbly Connect workflow and check for the webhook response.
• Verify that the lead details appear correctly in the Salesforce account.

By generating a test lead, you can confirm that the integration is functioning as expected, allowing you to manage inquiries efficiently.

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4. Mapping Data in Salesforce CRM

Mapping data is essential for ensuring that all lead information is accurately transferred from India Mt to Salesforce. In this step, we will configure how the data from the inquiry is mapped to Salesforce fields. using Pabbly Connect

In the Salesforce action step within Pabbly Connect, select the action event as ‘Create a Lead’. Then, connect your Salesforce account by allowing access to Pabbly Connect.

Map the last name, phone number, email, and other relevant fields from the lead inquiry. Ensure that the lead source is set as ‘Web’ and the status as ‘Open’.

After mapping the data, click on ‘Save and Send Test Request’. This will create a new lead in Salesforce with the details from the inquiry, allowing you to manage your leads effectively.

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5. Conclusion

Integrating URL and CRM with Salesforce allows for efficient lead management and organization. By automating the process, you can save time and ensure that all inquiries are captured accurately.

Following the steps outlined in this tutorial, you can set up the integration between India Mt and Salesforce CRM seamlessly. This will help you manage your photography studio inquiries more effectively, ensuring you can focus on delivering quality services.

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Learn how to automate WhatsApp messages using Pabbly Connect and Jotform with this step-by-step tutorial. Integrate Cloud API effectively for seamless communication. 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 automating WhatsApp messages using Pabbly Connect, first access the platform by navigating to the Pabbly Connect website. Here, you will need to sign in to your account or create a new one if you are a first-time user.

Once logged in, you will be directed to your dashboard. From there, locate the option to create a new workflow. This is where you will set up the integration between Jotform and WhatsApp Cloud API through Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will create a workflow that connects Jotform with WhatsApp Cloud API using Pabbly Connect. Start by clicking on the ‘Create Workflow’ button. You will then be prompted to name your workflow, such as ‘Automated WhatsApp Messages for Jotform Submissions’.

Next, select the folder where you want to save this workflow. After naming and selecting the folder, click on ‘Create’. You will see two boxes, one for the trigger and one for the action. The trigger will be Jotform, while the action will be WhatsApp Cloud API.

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

After setting up the trigger and action, you are ready to configure the connection between Jotform and WhatsApp Cloud API using Pabbly Connect.

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3. Configuring Jotform as the Trigger Application

Now, you will configure Jotform as the trigger application in your workflow using Pabbly Connect. Choose Jotform as your trigger app and select ‘New Response’ as the trigger event. This will allow you to capture new form submissions.

To establish the connection, you will be provided with a webhook URL. Copy this URL as it will link Jotform to Pabbly Connect. Open Jotform, navigate to the form settings, and select ‘Integrations’. Here, you will find the option to add a new webhook. Paste the copied URL into the designated field and complete the integration.

• Select ‘New Response’ as the trigger event.
• Copy the webhook URL from Pabbly Connect.
• Paste the webhook URL in Jotform’s integration settings.

Once the webhook is set up, perform a test submission in Jotform to ensure that the connection to Pabbly Connect is successful.

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4. Setting Up WhatsApp Cloud API as the Action

After successfully configuring Jotform, the next step is to set up WhatsApp Cloud API as the action in your workflow using Pabbly Connect. Select WhatsApp Cloud API as the action app and choose ‘Send Template Message’ as the action event.

To connect to WhatsApp Cloud API, you will need to enter your access token, phone number ID, and WhatsApp business account ID. These details can be found in the Meta for Developers dashboard. Once you have entered this information, save the connection.

Select ‘Send Template Message’ as the action event. Enter your access token and account details. Save the connection to WhatsApp Cloud API.

Now that the action is set up, you can proceed to configure the template message you want to send to users who submit the Jotform.

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5. Sending Customized WhatsApp Messages

Finally, you will configure the message template that will be sent via WhatsApp using Pabbly Connect. Choose your previously created message template from the WhatsApp API setup. Ensure that the template contains dynamic fields to personalize the message for each user.

For the body of the message, use the mapping feature in Pabbly Connect to pull in the user’s details from the Jotform submission. This allows the message to be customized with the user’s name and other relevant information. After setting up the message body, save your workflow.

Select your message template from the dropdown. Use mapping to personalize the message. Save the workflow to finalize the setup.

Now, whenever a new form submission is made on Jotform, an automated WhatsApp message will be sent to the user, completing the integration process through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate WhatsApp messages using Pabbly Connect by integrating Jotform and WhatsApp Cloud API. By following these steps, you can easily set up automated responses to enhance customer communication.

Learn how to automate video creation using Pabbly Connect with Google Sheets and Hijen. Follow this step-by-step guide for seamless integration. 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

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1. Setting Up Pabbly Connect for Automation

To automate video creation using Pabbly Connect, start by signing up for a free account. This platform will serve as the central hub for integrating Google Sheets with Hijen. Once registered, access the Pabbly Connect dashboard and create a new workflow.

In the dashboard, click on ‘Create Workflow’, name it (e.g., ‘Google Sheets to Hijen’), and select a folder for your automation. This setup is crucial as it allows Pabbly Connect to manage the data flow between the applications.

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2. Connecting Google Sheets to Pabbly Connect

Next, you need to connect your Google Sheets to Pabbly Connect. In the trigger window, select Google Sheets as your app and choose the event as ‘New or Updated Spreadsheet Row’. This action will allow Pabbly Connect to detect any new entries made in your Google Sheet.

• Select the specific Google Sheet you want to monitor.
• Copy the webhook URL provided by Pabbly Connect.
• Paste the webhook URL into the Google Sheets add-on for Pabbly Connect.

After setting up the webhook, test the connection by entering a new row in your Google Sheet. This step ensures that data is successfully sent to Pabbly Connect, allowing the automation to proceed.

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3. Creating Videos Using Hijen through Pabbly Connect

Once Google Sheets is connected, the next step involves sending the data to Hijen to create the video. In the action window of Pabbly Connect, select Hijen and choose the action event ‘Create Avatar Video’. This action allows the automation to generate a personalized video based on the text input provided in Google Sheets.

To configure this, connect your Hijen account by entering the API token. After connecting, you will need to select the avatar and style for the video. Here’s how:

• Select the avatar you want to use from the dropdown list.
• Map the input text and avatar style from Google Sheets.
• Set any additional parameters like voice ID and captions based on your preferences.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to check if the video is created successfully.

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4. Updating Google Sheets with Video URL

After creating the video, the next step is to update the Google Sheet with the video URL. In the action step of Pabbly Connect, select Google Sheets again and choose ‘Update Cell Value’ as the action event. This will allow you to insert the generated video link back into the corresponding row of your Google Sheet.

Connect your Google Sheets account and specify the spreadsheet and sheet where the video URL needs to be updated. Here’s how to do it:

Select the correct spreadsheet from your Google Sheets account. Map the range where the video URL should be placed. Insert the video URL received from Hijen into the designated cell.

Once all details are filled, click ‘Save and Send Test Request’ to ensure the video URL is updated correctly in your Google Sheet.

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5. Testing the Automation Workflow

To finalize your setup, it’s essential to test the entire automation process using Pabbly Connect. Enter new text content into your Google Sheet, ensuring to select the status as ‘Generate’. This action will trigger the workflow, sending the data through Pabbly Connect to Hijen, which will create the video.

Monitor the automation in Pabbly Connect’s history section to verify that each step is executed correctly. After approximately 15 minutes (or your set delay), check your Google Sheet for the updated video URL. If successful, the video will be available for download and viewing.

This comprehensive testing ensures that the automation is functioning as intended, allowing you to streamline your video creation process efficiently.

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Conclusion

This tutorial demonstrates how to automate video creation using Pabbly Connect with Google Sheets and Hijen. By following the detailed steps, you can streamline your workflow and save time on video production tasks.

Learn how to seamlessly integrate HubSpot contacts from Instagram lead ads using Pabbly Connect through this detailed step-by-step tutorial. 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 start using Pabbly Connect for integration, first, you need to navigate to the Pabbly Connect website. This platform allows you to automate workflows between different applications seamlessly.

Once on the landing page, you have two options: sign in if you already have an account or sign up for free if you are new. Signing up takes just a couple of minutes and grants you 100 free tasks every month.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the first step is to create a new workflow. Click on the ‘Create Workflow’ button and name it according to your objective, such as ‘Create HubSpot Contact from Instagram Lead Ads’.

• Click on ‘Create’ to set up your workflow.
• This will take you to the workflow setup window.

In this window, you will find two main sections: trigger and action. The trigger indicates when an event occurs, and the action specifies what should happen as a result. For this integration, the trigger will be the Instagram Lead Ads.

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3. Setting Up Instagram Lead Ads as Trigger

To set up the trigger in Pabbly Connect, search for and select ‘Instagram Lead Ads’. Choose the ‘New Lead Instant’ as your trigger event. This indicates that every time a new lead is generated, it will trigger the workflow.

You will then need to connect your Instagram Lead Ads account with Pabbly Connect. Click on ‘Connect’, then select ‘Add New Connection’. Follow the prompts to allow access to your Instagram account.

• Select your Facebook page associated with the Instagram account.
• Choose the lead generation form that you have created to collect leads.

After setting these parameters, click on ‘Save and Send Test’ to ensure the connection is working correctly. This step is crucial for confirming that Pabbly Connect is receiving the lead data from Instagram.

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4. Creating HubSpot Contact as Action

Once the trigger is successfully set, the next step is to define the action in Pabbly Connect. Search for and select ‘HubSpot CRM’ as your action application, and choose ‘Create Contact’ as the action event.

Connect your HubSpot account with Pabbly Connect by clicking on ‘Connect’ and selecting ‘Add New Connection’. After connecting, you will need to map the data received from Instagram Lead Ads to the appropriate fields in HubSpot.

Map the lead’s first name, last name, email, and phone number from the Instagram lead form. Ensure all required fields are filled correctly to create the contact.

After mapping the fields, click on ‘Save and Send Test’ to verify that the contact is created successfully in HubSpot.

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5. Verifying the Integration Results

After completing the setup in Pabbly Connect, it is essential to verify that the integration works as expected. Navigate to your HubSpot account and check the contacts section to see if the new lead, Michael Caris, has been added successfully.

Upon finding the new contact, you should see all the mapped details, such as the first name, last name, email, and phone number. This confirms that the automation between Instagram Lead Ads and HubSpot CRM is functioning correctly.

With Pabbly Connect, you can continuously manage and follow up with leads automatically, enhancing your sales process significantly.

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Conclusion

In this tutorial, we explored how to integrate Instagram Lead Ads with HubSpot CRM using Pabbly Connect. By following these steps, you can automate the creation of HubSpot contacts from Instagram leads effectively, improving your lead management process.

Learn how to automate sending WhatsApp messages to India Mart leads using WhatsApp Cloud API. Step-by-step integration tutorial for efficient communication. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. WhatsApp Automation Overview

WhatsApp integration with WhatsApp Cloud API is essential for businesses in India. This automation allows you to send WhatsApp messages to leads generated through India Mart efficiently. using Pabbly Connect

By utilizing this integration, businesses like ABC Chemical Company can respond swiftly to inquiries. This not only enhances customer engagement but also helps in closing sales effectively.

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2. Setting Up India Mart for WhatsApp Integration

To begin with WhatsApp integration, you need to set up your India Mart account. This process involves connecting your India Mart account with the WhatsApp Cloud API. using Pabbly Connect

Follow these steps to establish the connection:

• Log in to your India Mart seller account.
• Navigate to the Lead Manager section.
• Select Import/Export Leads and choose Push API.

After completing these steps, you will be ready to connect your WhatsApp Cloud API account.

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3. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is the next step. This allows you to automate the process of sending WhatsApp messages to your leads.

To create a workflow, do the following:

• Click on the Create Workflow button in Pabbly Connect.
• Name your workflow, for example, ‘Send Automated WhatsApp Messages to India Mart Leads.’
• Select your trigger application as India Mart.

After setting up the trigger, you will need to configure the action to send messages through WhatsApp Cloud API.

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4. Connecting WhatsApp Cloud API

Connecting to WhatsApp Cloud API is crucial for sending automated messages. This step involves entering your API credentials.

Here’s how to connect your WhatsApp Cloud API:

Enter your WhatsApp Business Account ID and Access Token. Select the template name for your message. Map the lead’s mobile number from the trigger step.

Once these settings are configured, you are ready to send automated WhatsApp messages to your leads.

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5. Testing Your Integration

Testing your integration is essential to ensure everything works smoothly. You can do this by generating a test lead in your India Mart account. using Pabbly Connect

Follow these steps to test your setup:

Submit a test inquiry through your India Mart account. Check your WhatsApp for the automated message. Verify that the message includes personalized details.

By completing these steps, you will confirm that your WhatsApp integration is functioning correctly and ready for use.

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Conclusion

Integrating WhatsApp with WhatsApp Cloud API enhances communication with leads from India Mart. This automation streamlines the process of responding to inquiries, ensuring timely engagement and improved customer relationships.

Learn how to integrate Zoom with InCharge using Pabbly Connect. This guide provides a step-by-step process for automating webinar registrations. 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 integrating Zoom with InCharge, you must first access Pabbly Connect. This platform enables seamless automation between various applications. Begin by visiting the Pabbly Connect website and signing in to your account.

If you are a new user, you can sign up for free and receive 100 tasks each month. Once logged in, navigate to the Pabbly Connect dashboard to initiate the integration process.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will prompt you to name your workflow and select a folder for organization.

• Name your workflow: ‘Create or Update InCharge Person from Zoom Meeting Registrant’.
• Select the folder: Choose the appropriate folder for your workflow.

Once you’ve named your workflow and selected a folder, click the ‘Create’ button to proceed. This sets up the structure for your automation between Zoom and InCharge using Pabbly Connect.

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3. Setting Up the Trigger for Zoom Registrations

The next step involves setting up the trigger in Pabbly Connect. Select Zoom as your trigger application and configure the trigger event as ‘New Meeting Registration’. This ensures that any new registration in Zoom will initiate the workflow.

To connect Zoom with Pabbly Connect, click on the ‘Connect’ button. You will need to add a new connection by providing a secret token obtained from your Zoom account settings. Follow the on-screen instructions to retrieve this token and paste it into the required field.

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4. Configuring the Action Step to Update InCharge

After setting the trigger, the next step is to configure the action. For this, select InCharge as your action application and choose ‘Add or Update Person’ as the action event. This allows Pabbly Connect to automatically add new registrants to your InCharge account.

Authorize Pabbly Connect to access your InCharge account by clicking the ‘Connect’ button and allowing the necessary permissions. Once authorized, map the data fields from the Zoom registration to the corresponding fields in InCharge, such as email, first name, and last name.

• Map the email from the Zoom registration response.
• Map the first name and last name accordingly.

After mapping the necessary fields, click on the ‘Save and Test Request’ button to finalize the setup. This action will check if the integration works correctly by adding the new registrant to InCharge.

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5. Testing the Integration Between Zoom and InCharge

To ensure that everything is functioning as expected, perform a test registration using the Zoom meeting registration link. Fill out the registration form with test data and submit it.

After submitting the registration, check your InCharge account to confirm that the new registrant has been added successfully. Refresh the InCharge page to see the updated list of persons. You should see the new registration reflecting in your InCharge account.

This confirms that the integration between Zoom and InCharge using Pabbly Connect is working flawlessly. Now, every time someone registers for your Zoom webinar, their details will be automatically added to your InCharge account.

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Conclusion

Integrating Zoom with InCharge using Pabbly Connect streamlines your registration process, allowing for efficient management of webinar attendees. This automation saves time and enhances productivity by ensuring that every new registrant is automatically added to your InCharge account.