How to Link Facebook Lead Ads to Your CRM Using Pabbly Connect

Learn how to seamlessly link Facebook Lead Ads to your CRM using Pabbly Connect for efficient lead management. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To link Facebook Lead Ads to your CRM for seamless lead management, you must first access Pabbly Connect. Navigate to the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly.

Once logged in, click on the Pabbly Connect option from your dashboard. Here, you can create a new workflow by selecting the option to create a workflow. Name your workflow appropriately, such as ‘Link Facebook Lead Ads to CRM’ and choose a relevant folder for organization.


2. Setting Up the Trigger with Facebook Lead Ads

In this step, you’ll configure the trigger for your workflow using Pabbly Connect. Select Facebook Lead Ads as the trigger application. The trigger event will be set to ‘New Lead Instant.’ This means every time a new lead is generated from your Facebook Lead Ads, it will initiate the workflow.

  • Choose Facebook Lead Ads from the trigger application options.
  • Select the trigger event as New Lead Instant.
  • Connect your Facebook account by authorizing Pabbly Connect.

After connecting, you will need to specify the Facebook page and lead form associated with your ads. This ensures that Pabbly Connect captures the correct leads generated from your Facebook campaigns.


3. Testing the Facebook Lead Ads Integration

Once the trigger is set, it’s time to test the integration using Pabbly Connect. You will need to submit a test lead through your Facebook Lead Ads form. Open the lead ads testing tool and fill out the form with sample data.

  • Select the correct Facebook page and lead form.
  • Fill in the test lead details such as name, email, and phone number.
  • Submit the form and check for a response in Pabbly Connect.

If the test submission is successful, Pabbly Connect will capture the lead details. This confirms that the trigger setup is functioning correctly and ready for the next steps in the automation process.


4. Configuring CRM Action to Create Contacts

After confirming the trigger works, you will configure the action to create a contact in your CRM using Pabbly Connect. Select Apollo.io as the action application and choose the action event as ‘Create Contact.’ This step is crucial for automating the lead management process.

Connect to your Apollo.io account by entering the API key. This key allows Pabbly Connect to access your CRM and create new contacts based on the leads generated from Facebook.

Enter the API key obtained from Apollo.io. Map the fields from the Facebook lead form to the corresponding fields in Apollo.io. Click on save and send test request to finalize the setup.

Mapping ensures that the data flows correctly from Facebook into your CRM, allowing for seamless lead management without manual intervention.


5. Final Testing and Verification of the Integration

To ensure everything is set up correctly, perform a final test by submitting another lead through your Facebook Lead Ads. Check if the new contact appears in your Apollo.io CRM. This step validates that Pabbly Connect is effectively linking your Facebook Lead Ads to your CRM.

Refresh your Apollo.io dashboard to see the newly created contact. If the contact details match the test submission, your integration is successful. This automation saves time and enhances lead management efficiency.

With this integration, you can now focus on nurturing leads rather than manually entering data. The workflow created through Pabbly Connect ensures that every new lead is captured and stored automatically in your CRM.


Conclusion

In this tutorial, we demonstrated how to link Facebook Lead Ads to your CRM using Pabbly Connect. By following these steps, you can automate your lead management process, ensuring that no lead is missed and all data is accurately captured in your CRM.

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

How to Send Automated WhatsApp Messages for LinkedIn Lead Gen Forms Leads Using Pabbly Connect

Learn how to automate WhatsApp messages for LinkedIn Lead Gen Forms leads using Pabbly Connect and WhatsApp Cloud API with this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Automation

To start sending automated WhatsApp messages for LinkedIn Lead Gen Forms leads, you first need to access Pabbly Connect. This integration platform allows you to connect various applications seamlessly, including LinkedIn and WhatsApp Cloud API.

Begin by visiting the Pabbly Connect website. If you’re a new user, you can sign up for free and receive 100 free tasks every month. Existing users can log in to their account to access the dashboard, where they can create workflows for automation.


2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow and select a folder for organization.

  • Name your workflow: ‘Send Automated WhatsApp Message for LinkedIn Lead Gen Forms Leads using WhatsApp Cloud API’
  • Select a folder, such as ‘LinkedIn Automations’ for better organization.

After setting the name and folder, click the ‘Create’ button to finalize the workflow. Now you will see two sections: Trigger and Action, which are crucial for the automation process.


3. Setting Up Trigger for LinkedIn Lead Gen Forms

In this step, you will configure the trigger for your automation using Pabbly Connect. Select ‘LinkedIn Lead Gen Forms’ as the trigger application. This allows you to capture leads generated through LinkedIn automatically.

Choose ‘New Lead Gen Form Response’ as the trigger event. Click on the ‘Connect’ button to establish a connection with your LinkedIn account. After authorization, select your LinkedIn account and the specific lead form you want to use.

  • Select your LinkedIn account from the dropdown.
  • Choose the lead form you have created, such as ‘P Demo’.

Click on ‘Save and Send Test Request’ to capture the latest lead response. Ensure that you have generated a test lead through your LinkedIn form before this step to see the response.


4. Configuring Action to Send WhatsApp Messages

Now that you have set up the trigger, it’s time to configure the action using Pabbly Connect. Select ‘WhatsApp Cloud API’ as the action application, which will send the WhatsApp messages to your leads.

Choose ‘Send Template Message’ as the action event. Click on the ‘Connect’ button and provide the necessary details such as the token, phone number ID, and WhatsApp Business Account ID. These details are crucial for establishing the connection between Pabbly Connect and WhatsApp Cloud API.

Enter your WhatsApp Cloud API token. Provide your phone number ID and WhatsApp Business Account ID.

After connecting, specify the template name you’ve created for your messages. This template will allow you to send personalized messages to your leads automatically.


5. Testing the Integration

With everything set up, it’s essential to test your integration to ensure it works correctly. Use Pabbly Connect to send a test message to your WhatsApp. Make sure to enter your mobile number in the recipient field for this test.

Once you click on ‘Save and Send Test Request,’ check your WhatsApp for the message. If everything is configured correctly, you should receive a WhatsApp message thanking you for your interest, personalized with the lead’s name.

This successful message indicates that your automation between LinkedIn Lead Gen Forms and WhatsApp Cloud API through Pabbly Connect is functioning as intended, allowing you to efficiently follow up with leads.


Conclusion

In this tutorial, we covered how to automate WhatsApp messages for LinkedIn Lead Gen Forms leads using Pabbly Connect. By following these steps, you can streamline your lead follow-up process and enhance your conversion rates.

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

How to Create Wave Invoice on Elementor Form Submission Using Pabbly Connect

Learn how to automate Wave invoice creation from Elementor form submissions using Pabbly Connect with this 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


1. Accessing Pabbly Connect for Automation

To automate the process of creating Wave invoices from Elementor form submissions, the first step is to access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly.

Once you are on the Pabbly Connect website, you need to sign in to your account. If you are a new user, you can sign up for free and utilize 100 free tasks each month. After logging in, you will see the dashboard where all your applications are listed.


2. Creating a Workflow in Pabbly Connect

To set up the integration, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear where you can name your workflow, such as ‘Create Wave Invoice on Elementor Form Submission’.

  • Select a folder to save your workflow.
  • Click the ‘Create’ button to finalize the workflow setup.

After creating the workflow, you will see two sections labeled ‘Trigger’ and ‘Action’. The trigger is an event that starts the automation, while the action is the result of that trigger. In this case, we will set Elementor as the trigger application.


3. Setting Up the Trigger for Elementor Form Submission

The next step involves configuring the trigger in Pabbly Connect. Select Elementor as the trigger application and choose ‘New Form Submission’ as the trigger event. This setup allows Pabbly Connect to capture form submissions made through Elementor.

Once you select the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as it will be used to connect your Elementor form to Pabbly Connect. Now, navigate to the Elementor form you created for order inquiries.

  • Open the form settings in Elementor.
  • Select the ‘Actions After Submit’ option and add a new action as ‘Webhook’.
  • Paste the copied webhook URL into the designated field.

After saving these changes, your Elementor form will be successfully connected to Pabbly Connect, allowing it to capture submissions automatically.


4. Testing the Integration with Pabbly Connect

With the trigger set up, it’s time to test the integration. Go back to your Pabbly Connect workflow and click on the ‘Test’ button to initiate a test form submission. Fill out the Elementor form with dummy data, ensuring you include all required fields like name, email, address, product, and quantity.

Once you submit the form, check Pabbly Connect to see if it captures the response. If successful, you will see the captured data displayed in the workflow. This confirms that the connection between Elementor and Pabbly Connect is working correctly.

Verify that the captured response includes all the details you submitted. If the data is captured correctly, proceed to the next step of creating an invoice in Wave.

Testing ensures that the integration is functioning as expected, allowing for seamless invoice generation.


5. Creating an Invoice in Wave Using Pabbly Connect

Now that the integration is tested, you can proceed to create invoices in Wave. For this, select Wave as the action application in Pabbly Connect. Choose the action event as ‘Create Invoice’. This allows you to automate the invoice creation process based on the form submissions from Elementor.

In the setup, map the necessary fields such as customer ID, product description, item price, and quantity from the previous steps. This mapping is crucial as it ensures that the correct data from the form submission is used to create the invoice.

Map the customer ID from the previous response. Provide the item description and price based on the product selected in the form. Set the invoice status and currency as required.

After filling in all the required details, click on the ‘Save and Send Test Request’ button to create the invoice. If everything is set up correctly, you will receive a positive response, confirming that the invoice has been created in your Wave account.


Conclusion

In this tutorial, we explored how to automate the creation of Wave invoices from Elementor form submissions using Pabbly Connect. By setting up a workflow, configuring triggers, and mapping data, you can streamline your invoicing process efficiently. This integration not only saves time but also reduces manual errors.

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

How to Create LearnWorlds User on Elementor Form Submission Using Pabbly Connect

Learn how to integrate Elementor Form with LearnWorlds using Pabbly Connect. This detailed tutorial guides you through the setup process step by step. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To create a LearnWorlds user on Elementor form submission, you will first need to access Pabbly Connect. This integration platform is essential for automating the user creation process.

Start by opening your browser and navigating to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button. This process takes only a couple of minutes, allowing you to get 100 free tasks every month. If you already have an account, simply log in.


2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, your next step is to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. For this tutorial, name it ‘Create LearnWorlds User on Elementor Form Submission’.

  • Click on the ‘Create’ button to proceed.
  • In the workflow window, you will see options for Trigger and Action.
  • Select your trigger application, which will be Elementor for this integration.

After selecting Elementor, choose the trigger event as ‘New Form Submission’. This setup will allow Pabbly Connect to capture data from your Elementor form whenever a user submits it.


3. Connecting Elementor to Pabbly Connect

To connect Elementor with Pabbly Connect, you will need to copy the webhook URL provided in your workflow. This URL acts as a bridge between Elementor and Pabbly Connect.

Next, log into your WordPress account where Elementor is installed. Open your Elementor form and click on the pencil icon to edit it. Under the ‘Actions After Submit’ section, click on the plus icon to add a new action, and select ‘Webhook’.

  • Paste the copied webhook URL into the Webhook URL field.
  • Click on ‘Publish’ to save your changes.

Now, every time someone submits the Elementor form, their details will be sent to Pabbly Connect.


4. Testing the Integration with Pabbly Connect

With the webhook set up, it’s time to test the integration. Go back to Pabbly Connect and you will see it is waiting for a webhook response. To generate this response, fill out the Elementor form with test data.

For example, enter the following details: First Name: Michael, Last Name: Caris, Email: [email protected], and a random phone number. After filling in the details, click on ‘Send’ to submit the form.

Check back in Pabbly Connect to see if the response has been captured. You should see the details of your form submission displayed.

This confirms that the integration is working correctly, and the data from Elementor is successfully reaching Pabbly Connect.


5. Creating a User in LearnWorlds

Now that you have successfully tested your setup, the next step is to create a user in LearnWorlds. In your Pabbly Connect workflow, set your action application to LearnWorlds and choose the action event as ‘Create User’.

To connect LearnWorlds with Pabbly Connect, you will need the API URL, Client ID, and Client Secret from your LearnWorlds account. Log into LearnWorlds, navigate to settings, and find the Developer section to access your API details.

Copy the API details and paste them into the corresponding fields in Pabbly Connect. Map the user details from the Elementor form submission to the required fields in LearnWorlds.

After mapping the necessary fields, click on ‘Save and Send Test’. If everything is set up correctly, you will receive a positive response, indicating that a new user has been created in LearnWorlds based on the submitted form data.


Conclusion

In this tutorial, we explored how to create a LearnWorlds user on Elementor form submission using Pabbly Connect. By following these steps, you can automate user creation seamlessly, enhancing the enrollment process for your online courses.

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

How to Create a Subscriber in Pabbly Email Marketing Using Instamojo Payment

Learn how to create a subscriber in Pabbly Email Marketing using Instamojo Payment. This detailed tutorial covers each step of the integration process using Pabbly Email Marketing.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Email Marketing for Integration

To start creating a subscriber in Pabbly Email Marketing, you first need to access your Pabbly Email Marketing account. This tool allows you to manage your subscribers effectively and send them targeted emails.

Begin by logging into your Pabbly Email Marketing account. Once you are in, you can create and manage lists where your subscribers will be stored. This is crucial for automating your email campaigns linked to payments received through Instamojo.


2. Integrating Instamojo with Pabbly Connect

Next, to automate the process of adding subscribers from Instamojo payments to Pabbly Email Marketing, you will use Pabbly Connect. This integration tool helps connect various applications seamlessly.

  • Open Pabbly Connect and sign in to your account.
  • Click on the ‘Create Workflow’ button to start a new integration.
  • Select Instamojo as your trigger application and choose ‘New Sale’ as the trigger event.

By setting up this workflow, you ensure that every new payment received through Instamojo will trigger an event in Pabbly Connect, which will then automate the addition of a new subscriber in Pabbly Email Marketing.


3. Configuring Webhook URL in Instamojo

Once you have set the trigger in Pabbly Connect, you need to configure the webhook URL provided by Pabbly Connect in your Instamojo account. This step is essential for linking the two platforms.

Go to your Instamojo account, select the payment page you want to use, and navigate to the settings to add the webhook URL. This URL will allow Instamojo to send payment details to Pabbly Email Marketing via Pabbly Connect.

  • Edit the payment page and find the webhook settings.
  • Paste the webhook URL from Pabbly Connect into the designated field.
  • Select the event for successful payment notifications.

After saving these settings, your Instamojo account will be able to communicate with Pabbly Email Marketing through Pabbly Connect, allowing for automatic subscriber creation.


4. Testing the Integration Workflow

To ensure that everything is working correctly, you need to test the integration. This involves making a test purchase through your Instamojo payment page.

After setting up your webhook, go back to your payment page and simulate a purchase. Enter dummy customer details and complete the payment process. Once the payment is successful, Pabbly Connect will capture the data and send it to Pabbly Email Marketing.

Fill in the payment form with test data. Select your payment method and complete the transaction. Check your Pabbly Email Marketing account to see if the subscriber was added.

Upon successful completion of the test purchase, you should see the new subscriber reflected in your Pabbly Email Marketing list, confirming that the integration works as intended.


5. Finalizing the Automation Process

Now that you have successfully tested the integration, the automation is complete. Every time a new payment is received via Instamojo, the customer will be added as a subscriber in Pabbly Email Marketing.

This automation not only saves time but also ensures that you can follow up with your customers effectively. You can now send them personalized emails and promotional offers based on their purchases.

To summarize, integrating Instamojo with Pabbly Email Marketing through Pabbly Connect allows you to streamline your customer engagement process. This setup enhances your marketing efforts and improves customer relations.


Conclusion

In this tutorial, we explored how to create a subscriber in Pabbly Email Marketing using Instamojo as a payment gateway. By leveraging Pabbly Connect, we automated the process of adding new subscribers, enhancing our marketing capabilities.

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

This integration not only simplifies the workflow but also allows businesses to effectively communicate with their customers through targeted email campaigns. Start implementing this automation today to boost your email marketing strategy!

Automate Google Ads Leads to Zoom Registrants with Pabbly Connect

Learn how to automate adding Google Ads leads as Zoom meeting registrants using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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. Setting Up Pabbly Connect for Google Ads and Zoom Integration

To start automating the process of adding Google Ads leads as Zoom meeting registrants, we first need to set up Pabbly Connect. This tool allows seamless integration between applications without any coding skills. Begin by visiting the Pabbly Connect homepage and signing in or creating a new account.

Once logged in, navigate to the dashboard. Here, you can create a new workflow by selecting the ‘Create Workflow’ option. Name your workflow something descriptive, such as ‘Add Google Ads Leads as Zoom Meeting Registrant’. After naming, select an appropriate folder to organize your workflows.


2. Selecting Trigger and Action Applications

In this section, we will define the trigger and action applications for our integration. The trigger application will be Google Ads and the action application will be Zoom. The goal is to capture leads from the Google Ads lead generation form and add them as registrants in Zoom.

  • Select Google Ads as the trigger application.
  • Choose the trigger event as ‘New Lead Form Entry’.
  • Copy the provided webhook URL to link Google Ads to Pabbly Connect.

Next, we will set the action application to Zoom. Select the action event as ‘Add Meeting Registrant’. This step will ensure that every new lead captured from Google Ads is automatically registered for the specified Zoom meeting.


3. Configuring Google Ads Lead Form with Webhook URL

To ensure that leads are captured effectively, we need to configure the Google Ads lead form with the webhook URL obtained from Pabbly Connect. Access your Google Ads account and find the campaign where the lead form is set up.

  • Scroll to the ‘Lead Delivery’ section of your lead form.
  • Paste the copied webhook URL into the designated field.
  • Provide a name for your key, such as ‘New Leads’.

After configuring the lead form, send a test submission to ensure that the connection is working. This step will confirm that leads from Google Ads are successfully routed to Pabbly Connect.


4. Adding Registrants in Zoom Using Pabbly Connect

With the Google Ads lead form configured, we can now focus on adding registrants in Zoom. In the action step of our workflow, select the Zoom meeting where you want to add the registrants. Ensure you choose the correct meeting to avoid any confusion.

Map the email address, first name, and last name fields from the Google Ads lead data. If additional fields like city or country are available, map those as well. Click on ‘Save and Send Test Request’ to finalize the registration process.

After hitting the save button, a registrant ID will be generated, confirming that the lead has been successfully added to your Zoom meeting. You can verify this by checking the registration section in your Zoom account.


5. Summary of the Automation Process

In summary, the integration of Google Ads leads into Zoom using Pabbly Connect streamlines the registration process for webinars. This automation allows you to capture leads efficiently and reduce the risk of missing potential clients.

By following the steps outlined, you can create a robust workflow that automatically registers leads from your Google Ads campaigns into your Zoom meetings. This ensures that you can focus on delivering valuable content without worrying about manual registrations.


Conclusion

This tutorial has detailed the process of automating the addition of Google Ads leads as Zoom meeting registrants using Pabbly Connect. By integrating these applications, you enhance your workflow efficiency, ensuring no lead is left behind.

Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.

If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.

Automate Google Chat Notifications for Razor Pay Failures with Pabbly Connect

Learn how to automate Google Chat notifications for Razor Pay payment failures using Pabbly Connect. Step-by-step guide to simplify your workflow. 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. Introduction to Pabbly Connect for Google Chat and Razor Pay

Pabbly Connect is a powerful automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will use Pabbly Connect to automate notifications for payment failures in Razor Pay, sending alerts directly to Google Chat.

This integration eliminates the need for manual notifications, saving time and ensuring your team is informed promptly. With Pabbly Connect, you can set up workflows that trigger actions based on events in other applications.


2. Setting Up Pabbly Connect for Your Workflow

To start, access Pabbly Connect by visiting its website and signing in to your account. If you’re a new user, you can sign up for free and receive 100 tasks monthly. Once signed in, navigate to your dashboard.

  • Click on ‘Create Workflow’ to start a new automation.
  • Name your workflow, e.g., ‘Notify Team on Google Chat for Failed Razor Pay Payment.’
  • Select the appropriate folder to save your workflow.

After creating your workflow, you will see two boxes labeled ‘Trigger’ and ‘Action.’ This setup allows you to define what event will start the workflow and what action will follow. In this case, Razor Pay will serve as the trigger application.


3. Configuring the Trigger with Razor Pay

In this step, we will configure Razor Pay as the trigger application in Pabbly Connect. Choose Razor Pay and select the event ‘Payment Failed’ as the trigger event. This will initiate the workflow whenever a payment fails.

To connect Razor Pay with Pabbly Connect, a webhook URL is generated. Copy this URL and proceed to your Razor Pay account. Navigate to the ‘Developers’ section and select ‘API and Webhooks.’

  • Click on ‘Add New Webhook.’
  • Paste the copied webhook URL in the appropriate field.
  • Select the event ‘Payment Failed’ to trigger the webhook.
  • Save the webhook settings.

Now, Pabbly Connect will wait for a response from Razor Pay when a payment failure occurs, allowing you to proceed to the next step of notifying your team.


4. Setting Up Google Chat as the Action Application

Next, we will set Google Chat as the action application in Pabbly Connect. Choose Google Chat and select the action event ‘Create Message.’ This will allow you to send notifications to your team when a payment fails.

To connect Google Chat, you need to provide the Chat webhook URL. Open Google Chat, go to your desired space, and select ‘Apps and Integrations.’ Here, you can add a new webhook.

Name your webhook and save it to generate a unique URL. Copy this webhook URL and paste it into Pabbly Connect.

Now, draft your message for the notification. You can use dynamic fields from the Razor Pay response to include details like name, email, and payment status. This ensures that every message is tailored to the specific failure incident.


5. Testing the Integration to Ensure Functionality

To finalize your setup, you need to test the integration between Razor Pay and Google Chat using Pabbly Connect. Perform a test payment in Razor Pay with incorrect details to trigger a payment failure.

Once the payment fails, check your Google Chat space. You should receive a notification with all the relevant details about the failed payment, such as the user’s name, email, and status. This confirms that the integration is working correctly.

In summary, you have successfully set up an automated workflow using Pabbly Connect to notify your team on Google Chat whenever a payment fails in Razor Pay. This efficient system saves time and keeps your team informed in real-time.


Conclusion

Using Pabbly Connect, you can easily automate notifications for payment failures in Razor Pay to Google Chat. This integration streamlines your workflow and ensures timely communication with your team.

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

Integrating PAB with PHP Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate PAB with PHP Using Pabbly Connect to automate email marketing and subscriber management seamlessly. Follow our detailed tutorial for step-by-step instructions. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds. with Pabbly Connect.

Watch Step By Step Video Tutorial Below


1. Setting Up PAB and PHP Integration

The integration of PAB and PHP is essential for automating email marketing processes. To start, ensure that you have accounts set up for both PAB and PHP. This allows you to manage your email marketing efficiently and streamline subscriber management.

Next, log into your PAB account and navigate to the integration settings. Here, you can find options to connect various applications. It’s crucial to have your PHP application ready for integration. This setup will facilitate the automation of adding subscribers to your email list when a payment is processed.


2. Creating a Workflow in Make

To automate the process of adding subscribers, you need to create a workflow in Make. First, log into your Make account and click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘PAB Subscriber Addition on Payment’.

  • Select the trigger application as Cash Free for payment events.
  • Choose the event type as ‘Payment Received’.
  • Set up the action application as PAB for adding subscribers.

This configuration will ensure that whenever a payment is received via Cash Free, the corresponding action will add the student as a subscriber to your PAB email marketing list automatically.


3. Configuring Webhooks in Cash Free

Configuring webhooks in Cash Free is a vital step for the integration with PAB and PHP. Start by copying the webhook URL provided by Make. This URL acts as a bridge to send payment data to your PAB account.

After copying the webhook URL, log into your Cash Free account. Navigate to the developer section and select the payment form you are using. In the webhook settings, paste the copied URL and save the settings. This ensures that every time a payment is made, the information is sent directly to Make.


4. Testing the Integration

Testing the integration between PAB and PHP is crucial to ensure everything works smoothly. After setting up the webhook, perform a test transaction through your Cash Free payment form. This will help verify that the data flows correctly into Make.

Once the test payment is processed, check your Make dashboard to see if the response from Cash Free is captured. If successful, you should see the payment details, including the student’s name and email, confirming that the integration is working as intended.


5. Finalizing the Automation Process

After successful testing, the final step is to finalize the automation process. Go back to your Make workflow and ensure that the action for adding a subscriber to PAB is set up correctly. Map the fields from the Cash Free payment response to the corresponding fields in PAB.

Once everything is mapped, save your workflow. This finalizes the automation, ensuring that every time a payment is received via Cash Free, the student is automatically added as a subscriber in PAB email marketing.

Conclusion

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

Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.

If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.


In conclusion, integrating PAB with PHP Using Pabbly Connect allows for seamless automation of subscriber management in email marketing. By following the steps outlined above, you can streamline your processes and enhance your efficiency in managing student enrollments.

Integrating Trigger with Simply for Zoom and Mailchimp Automation

Learn how to seamlessly integrate Trigger with Simply for automating Zoom meeting registrations into Mailchimp members. Follow this detailed tutorial for step-by-step guidance. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application. with Pabbly Connect.

Watch Step By Step Video Tutorial Below


1. Setting Up Trigger Integration with Simply

To start integrating Trigger with Simply, the first step involves creating a workflow that connects Zoom with Mailchimp. This is essential for automating the addition of new Zoom meeting registrants to your Mailchimp audience. Using Trigger, you can easily manage this integration without any coding skills.

Begin by accessing the Trigger dashboard and clicking on the ‘Create Workflow’ button. You will need to name your workflow, such as ‘Add Zoom Registrants to Mailchimp’. After naming, proceed to set up your trigger step.


2. Configuring Zoom as the Trigger Application

In this section, configuring Zoom as your trigger application is crucial for capturing new registrants. Choose Zoom from the application list and set the trigger event to ‘New Registrant’. This step ensures that every time someone registers for your Zoom meeting, the information will be captured. using Pabbly Connect

  • Select Zoom as the trigger application.
  • Set the trigger event to ‘New Registrant’.
  • Connect your Zoom account by adding the necessary token.

After connecting, ensure that you save your settings. This step is vital for establishing a link between Trigger and your Zoom account, allowing seamless data flow.


3. Creating the Mailchimp Action Step

Next, you will create the action step to add new members to your Mailchimp account. Search for Mailchimp in the action application list and select it. The action event you want to choose is ‘Add New Member with Custom Fields’ to ensure that all registrant details are captured accurately. using Pabbly Connect

After selecting the action event, connect your Mailchimp account by entering your API key and data center. This connection is essential for Trigger to communicate with Mailchimp effectively. Ensure that you map the fields correctly, such as email address, first name, and last name from the Zoom registrant data.


4. Finalizing the Integration and Testing

Now that both the trigger and action steps are set up, it’s time to finalize the integration. Click on the ‘Save and Send Test Request’ button to ensure that the connection works correctly. This step will send a test registrant from Zoom to Mailchimp, allowing you to verify that the integration functions as intended. using Pabbly Connect

If successful, you will receive a confirmation message indicating that the new member has been added to your Mailchimp list. You can check your Mailchimp account under ‘Audience’ to see the newly added registrant.

To ensure everything is functioning smoothly, conduct a test registration on Zoom. This will confirm that the automation works in real-time, capturing new registrants and adding them to your Mailchimp audience automatically.


5. Conclusion

Integrating Trigger with Simply for Zoom and Mailchimp automation streamlines your workflow and enhances your email marketing efforts. By following the steps outlined, you can ensure that every new Zoom registrant is automatically added as a member in Mailchimp. This not only saves time but also allows for targeted follow-ups based on registrant interest.

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Utilizing Trigger effectively can significantly improve your marketing strategies and engagement with your audience. Start automating today and make your marketing efforts more efficient!

Integrating India M Leads to Google Sheets Using Pabbly Connect

Learn how to seamlessly integrate India M leads into Google Sheets using Pabbly Connect. Follow this detailed step-by-step tutorial for efficient lead management. 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 integrate India M leads into Google Sheets, you first need to access Pabbly Connect. Start by searching for ‘Pabbly Connect’ in your browser and navigate to its landing page. Here, you will find options to sign in or sign up for free to start automating your workflows.

If you are a new user, click on ‘Sign Up for Free’ to create your account. Existing users can simply click on ‘Sign In’. After signing in, you will see all Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to begin setting up your integration.


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. You will be prompted to name your workflow, which could be something like ‘Integrating India M Leads to Google Sheets’. Choose a folder to save your workflow, such as ‘Automations’.

Once you name your workflow, click on ‘Create’. This opens the workflow window where you can set up your trigger and action. The trigger is the event that starts the workflow, and in this case, it will be a new lead from India M. The action will be to add this lead to Google Sheets.

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

With your workflow created, you can now proceed to set the trigger application.


3. Setting Up the Trigger with India M

In this step, you will configure the trigger application in Pabbly Connect to respond to new leads from India M. Select India M as your trigger application and choose the trigger event as ‘New Leads’. This event will activate the workflow whenever a new lead is received.

Once the trigger event is selected, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect your India M account with Pabbly Connect. Follow the instructions provided to log into your India M account and navigate to the lead manager section.

  • Select ‘Lead Manager’ from the left tab.
  • Click on ‘Import/Export Leads’.
  • Choose ‘Push API’ from the options.

Now paste the copied webhook URL into the appropriate field in India M and save the details. This creates a connection between your India M leads and Pabbly Connect.


4. Adding Google Sheets as the Action Application

After setting up the trigger, it’s time to configure the action application in Pabbly Connect. Search for Google Sheets and select it as your action application. The action event you need to choose is ‘Add New Row’. This will allow the new lead details from India M to be added directly into your specified Google Sheet.

Click on ‘Connect’ to establish a connection. If you have not connected your Google Sheets account before, select ‘Add a New Connection’. You will need to sign in with your Google account and authorize Pabbly Connect to access your Google Sheets.

Select ‘Add New Row’ as the action event. Choose the appropriate Google Sheet to update. Map the fields from the previous step to the corresponding columns in Google Sheets.

Mapping ensures that the data from the new leads is accurately reflected in your Google Sheets, making it easy for your sales team to follow up on inquiries.


5. Finalizing the Integration and Testing

With both the trigger and action set up, it’s time to finalize your integration in Pabbly Connect. Ensure that you have mapped all necessary fields from the India M lead response to the columns in your Google Sheet. This includes sender name, phone number, address, and inquiry details.

After mapping the fields, click on the button that says ‘Save and Send Test Request’. This will send a test lead from India M to Google Sheets. You should see a confirmation message if the integration is successful. Check your Google Sheets to verify that the lead details have been added correctly.

Map the sender’s name, phone number, address, and inquiry message. Click ‘Save and Send Test Request’ to complete the integration. Verify the data in Google Sheets after the test.

With this, your workflow is now complete! From now on, every new lead from India M will automatically populate your Google Sheets without any manual input, allowing your sales team to follow up efficiently.


Conclusion

This tutorial demonstrated how to integrate India M leads into Google Sheets using Pabbly Connect. By following these steps, you can automate your lead management process, ensuring that your sales team can respond quickly and effectively to inquiries.

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