Integrating LinkedIn Lead Gen Forms with Mailchimp Using Pabbly Connect

Learn how to integrate LinkedIn Lead Gen Forms with Mailchimp using Pabbly Connect for seamless lead management and email marketing automation. 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 LinkedIn and Mailchimp Integration

To start the integration process using Pabbly Connect, first, open your web browser and navigate to the Pabbly Connect landing page. Here, you will find options to either sign in or sign up for free. If you’re a new user, select the ‘Sign up for free’ option to explore the platform with 100 free tasks each month.

For existing users, click on ‘Sign in’ to access your account. Once logged in, look for the option to access Pabbly Connect. Click on ‘Access Now’ to reach your dashboard where you can create a new workflow for integrating LinkedIn Lead Gen Forms with Mailchimp.


2. Creating a Workflow in Pabbly Connect

After accessing your dashboard in Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘How to Add Mailchimp Member from LinkedIn Lead Gen Forms’. Choose a folder to save your workflow, like the ‘Automations’ folder.

  • Click on ‘Create’ to proceed.
  • This opens the workflow window where you can set triggers and actions.
  • Select ‘LinkedIn Lead Gen Forms’ as your trigger application.

In this window, you will define the trigger event that starts your workflow. Select ‘New Lead in Form Response’ as the trigger event. This means that every time a new lead is generated from LinkedIn Lead Gen Forms, the workflow will initiate, allowing Pabbly Connect to automate the process of adding the lead to Mailchimp.


3. Connecting LinkedIn Lead Gen Forms to Pabbly Connect

Once you have set the trigger, the next step is to connect your LinkedIn Lead Gen Forms account to Pabbly Connect. Click on ‘Connect’ to establish this connection. You will be prompted to either select an existing connection or add a new one. If you haven’t connected your LinkedIn account before, click on ‘Add a New Connection’.

Follow the prompts to authorize your LinkedIn account. Once connected, select your account and the specific lead form you want to use. This setup allows Pabbly Connect to pull data from your LinkedIn Lead Gen Forms automatically, ensuring that every new lead is captured effectively.


4. Adding a Mailchimp Member from LinkedIn Leads

With your LinkedIn Lead Gen Forms connected, it’s time to set the action application. Search for ‘Mailchimp’ in Pabbly Connect and select it as your action application. For the action event, choose ‘Add Member with Custom Fields’. This allows you to add new members to your Mailchimp audience based on the data received from LinkedIn.

  • Click on ‘Connect’ to link your Mailchimp account.
  • Enter your Mailchimp API key and data center when prompted.
  • Map the fields from LinkedIn Lead Gen Forms to Mailchimp fields.

After mapping the fields, click on ‘Save and Send Test Request’. This action will confirm that the integration is working correctly, and a new member will be added to your Mailchimp audience based on the lead details captured from LinkedIn Lead Gen Forms. This seamless integration is made possible by Pabbly Connect.


5. Testing and Verifying the Integration

To ensure everything is functioning as intended, conduct a test submission via your LinkedIn Lead Gen Forms. Fill out the form with sample data and submit it. Once submitted, Pabbly Connect will capture the latest response automatically. You can then check your Mailchimp account to verify that the new lead has been added successfully.

In Mailchimp, navigate to the ‘Contacts’ section to see the newly added member. This confirms that the integration works as expected, allowing you to manage your email marketing campaigns efficiently. With this setup, every new lead from LinkedIn will automatically be added to your Mailchimp audience, streamlining your marketing efforts.


Conclusion

In this tutorial, you learned how to integrate LinkedIn Lead Gen Forms with Mailchimp using Pabbly Connect. This automation allows for seamless lead management and enhances your email marketing efforts by ensuring that all new leads are automatically added to your Mailchimp audience.

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 IndiaMART Leads to Salesforce with Pabbly Connect

Learn how to integrate IndiaMART leads into Salesforce for the chemical industry using Pabbly Connect. Follow our step-by-step guide for seamless automation. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads into Salesforce, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. If you’re an existing user, click on the ‘Sign In’ option located at the top right corner. New users can click ‘Sign Up for Free’ to create an account and get started with 100 free tasks monthly.

Once logged in, you will be directed to the dashboard. Here, locate the option to access Pabbly Connect. Click on it to view your workflows. If you need to create a new folder for your integrations, simply click on the plus icon. For our integration, we will create a workflow specifically for IndiaMART leads.


2. Creating a New Workflow in Pabbly Connect

In this step, you’ll create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Add IndiaMART Leads to Salesforce’. You will also need to select a folder where this workflow will be saved.

  • Name your workflow clearly for easy identification.
  • Select the appropriate folder for organization.

After naming and selecting the folder, click on the ‘Create’ button. You will see two boxes appear: one for the trigger and another for the action. The trigger is the event that starts the workflow, while the action is what happens as a result. Here, we’ll set IndiaMART as the trigger application.


3. Setting Up the Trigger for IndiaMART

Now, let’s set up the trigger for our workflow using 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 generated in IndiaMART, it will trigger the workflow.

Next, you will need to establish a connection between Pabbly Connect and IndiaMART. A webhook URL will be provided, which acts as a bridge. Copy this URL and head over to your IndiaMART account. In your seller dashboard, navigate to the Lead Manager section, click on the three dots, and select ‘Push API’.

  • Select ‘Other’ as the source when prompted.
  • Paste the webhook Listener URL you copied from Pabbly Connect.

After saving these details, you can generate an OTP to verify the connection. This step ensures that your leads from IndiaMART will be sent to Pabbly Connect successfully.


4. Testing the Integration with a Lead Submission

To test the integration, you need to submit a lead inquiry through your IndiaMART account. This will help verify if Pabbly Connect captures the data correctly. Open your profile in incognito mode and send an inquiry to your business.

Once you have submitted the inquiry, return to Pabbly Connect to check if the response has been captured. You should see a success status along with the details of the inquiry, including the unique query ID, sender’s name, email address, and query content.

If the data appears correctly, this confirms that the connection between IndiaMART and Pabbly Connect is working as intended. This step is crucial for ensuring that all future leads will be processed automatically.


5. Adding Leads to Salesforce from Pabbly Connect

After confirming that leads are captured in Pabbly Connect, the next step is to add these leads to Salesforce. Set Salesforce as your action application and select ‘Create Lead’ as the action event. Click on ‘Connect’ to establish a connection with your Salesforce account.

Once connected, you will need to map the fields from the IndiaMART inquiry to the corresponding fields in Salesforce. For example, use the mapping feature to input the lead’s first and last names, email address, and query details. This ensures that the information flows seamlessly into Salesforce.

Map the first name and last name accurately for proper identification. Include the query in the lead description for context.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to finalize the integration. Check your Salesforce account to ensure the lead appears correctly, confirming that the integration between IndiaMART and Salesforce via Pabbly Connect is successful.


Conclusion

Integrating IndiaMART leads into Salesforce using Pabbly Connect streamlines your sales process in the chemical industry. This automation allows for efficient management of inquiries and leads, ensuring no opportunity is missed.

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 WhatsApp Messages to IndiaMART Leads Using Pabbly Connect

Learn how to automate sending WhatsApp messages to IndiaMART leads for online yoga and meditation using Pabbly Connect. Step-by-step tutorial included. 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 send WhatsApp messages to IndiaMART leads, you first need to access Pabbly Connect. This platform allows you to automate tasks without coding skills. Start by visiting the Pabbly website and signing in or signing up for a free account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the integration between IndiaMART and WhatsApp Cloud API using Pabbly Connect.


2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate sending WhatsApp messages to your leads. Start by naming your workflow, such as ‘Send WhatsApp Message to IndiaMART Leads’. Select the appropriate folder to save your workflow.

  • Provide a descriptive name for the workflow.
  • Select the folder for organization.
  • Click on ‘Create’ to start the workflow.

After creating the workflow, you will see two boxes: one for the trigger and one for the action. The trigger will be set to IndiaMART to capture new leads, while the action will be configured to send messages via WhatsApp Cloud API using Pabbly Connect.


3. Setting Up the Trigger with IndiaMART

To set up the trigger, select IndiaMART as your application. Choose the event as ‘New Lead’. This will initiate the workflow every time a new inquiry is received. Copy the webhook URL provided by Pabbly Connect, as this will be used to connect IndiaMART to the Pabbly platform.

Next, log into your IndiaMART account. Go to the Lead Manager section, find the option for API, and paste the webhook URL into the required field. After saving the details, generate an OTP to complete the connection. This step is crucial as it allows Pabbly Connect to receive lead information from IndiaMART.


4. Sending WhatsApp Messages via Pabbly Connect

After successfully setting up the trigger, proceed to configure the action. Select WhatsApp Cloud API as the action application and choose the event ‘Send Template Message’. Connect this application using the API credentials from your WhatsApp Cloud account.

  • Enter the Access Token, Phone Number ID, and WhatsApp Business Account ID.
  • Select the template you created earlier for sending messages.
  • Map the recipient’s mobile number and customize the message body.

Mapping ensures that the message sent is dynamic and personalized for each lead. After completing these steps, click on ‘Save and Send Test Request’ to verify that the setup works correctly. You should receive a WhatsApp message confirming the integration’s success, demonstrating the power of Pabbly Connect in automating your communication processes.


5. Conclusion

In conclusion, using Pabbly Connect allows you to automate the sending of WhatsApp messages to your IndiaMART leads efficiently. By setting up triggers and actions, you can ensure timely follow-ups with potential customers interested in your online yoga and meditation services.

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

With the right configuration, you can enhance your customer engagement and streamline your communication process, making it easier to manage inquiries and leads effectively.

Automate WhatsApp Messages on Stripe Payments Using Pabbly Connect

Learn how to automate WhatsApp messages on Stripe payments using Pabbly Connect. This step-by-step guide covers the integration process in detail. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Stripe and WhatsApp Integration

To start automating WhatsApp messages for Stripe payments, you need to access Pabbly Connect. This integration allows you to streamline communication with your customers after they make a purchase.

Begin by signing into your Pabbly Connect account. If you’re a new user, you can sign up for free and receive 100 tasks per month. Once logged in, navigate to the Pabbly Connect dashboard to create a new workflow.


2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that automates the sending of WhatsApp messages upon receiving payments via Stripe. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. using Pabbly Connect

  • Name your workflow appropriately, e.g., ‘Send Automated WhatsApp Message on Stripe Payment’.
  • Select a folder to save your workflow.
  • Click on the ‘Create’ button to finalize the workflow setup.

Once the workflow is created, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result.


3. Configuring Trigger with Stripe in Pabbly Connect

Now, set up the trigger for your workflow. Select Stripe as your trigger application and choose ‘New Charge’ as the trigger event. This means that every time a new payment is made, the workflow will be activated.

Pabbly Connect will provide a unique webhook URL. Copy this URL and head over to your Stripe account. In Stripe, navigate to the Developer section and create a new webhook endpoint using the copied URL.

  • In Stripe, go to ‘Event Destinations’ and click on ‘Add Endpoint’.
  • Paste the webhook URL from Pabbly Connect and select the ‘Charge Succeeded’ event.
  • Click ‘Add Endpoint’ to save your settings.

After setting this up, return to Pabbly Connect and test the connection by making a test payment in Stripe to ensure everything is working correctly.


4. Retrieving Customer Details from Stripe

Once the trigger is set and tested, the next step is to retrieve customer details using the customer ID captured from the Stripe payment. In the Action section of your workflow, select Stripe again and choose ‘Retrieve Customer by ID’ as your action event. using Pabbly Connect

You’ll need to connect your Stripe account again if prompted, using the API token available in your Stripe account’s Developer section. After connecting, map the customer ID from the previous step to retrieve the customer’s details, including their phone number.

Click on ‘Add New Connection’ and paste the API token. Map the Customer ID from the previous response to retrieve the required customer details. Click ‘Save and Send Test Request’ to ensure the customer details are fetched correctly.

After successfully retrieving the customer details, you will have access to their phone number, which is essential for sending WhatsApp messages.


5. Sending WhatsApp Messages Using Pabbly Connect

Now that you have the customer’s phone number, it’s time to send them a WhatsApp message using the WhatsApp Cloud API. In the Action section, select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the action event. using Pabbly Connect

Connect to WhatsApp Cloud API using the required credentials such as the token and phone number ID. Once connected, select the template you created for sending confirmation messages to customers. Map the customer’s phone number and relevant details into the message template.

Enter your WhatsApp Business Account ID and the token. Map the recipient’s phone number and any variables needed for the message body. Click ‘Save and Send Test Request’ to send the message.

Upon successful execution, the customer will receive a WhatsApp message confirming their payment, enhancing their experience with your business.


Conclusion

This tutorial demonstrated how to automate WhatsApp messages for Stripe payments using Pabbly Connect. By integrating these applications, you can enhance customer communication and streamline your payment confirmation process, ensuring a seamless experience for your customers.

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 Webflow and Ry with Pabbly Connect: A Step-by-Step Guide

Learn how to automate user enrollment in Ry using Webflow submissions with Pabbly Connect. Follow our detailed tutorial for seamless integration. 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 to Set Up Integrations

To start integrating Webflow and Ry, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect homepage by typing the URL in your browser.

Once there, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign up for free’ button to create your account. Existing users can simply log in to their accounts.


2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can see all your workflows. To create a new workflow, click on the ‘Create Workflow’ button.

  • Provide a name for your workflow, such as ‘Enroll Ry User on Webflow Form Submission’.
  • Select a folder to organize your workflows.
  • Click on the ‘Create’ button to proceed.

Now, you will see a blank workflow with two important sections: Trigger and Action. The trigger will initiate the workflow when a new form submission occurs in Webflow.


3. Setting Up Webflow as the Trigger in Pabbly Connect

In this step, you will configure Webflow as the trigger application in Pabbly Connect. Select Webflow from the trigger application options and choose the trigger event as ‘New Form Submission’.

Upon selection, you will receive a webhook URL. This URL needs to be copied and integrated into your Webflow account to establish a connection.

  • Go to your Webflow account and locate the form you want to connect.
  • Navigate to the settings of the form and find the Apps and Integration section.
  • Add a new webhook and paste the URL you copied from Pabbly Connect.

Once the webhook is set up, publish the changes in Webflow. This will complete the trigger setup for your integration.


4. Connecting Ry as the Action in Pabbly Connect

Now that the trigger is set, it’s time to configure Ry as the action application in Pabbly Connect. Select Ry from the action application options and choose ‘Import User’ as the action event.

You will need to connect your Ry account by providing an API token. To obtain this token, go to your Ry account, navigate to the Integrations section, and enable the Pabbly integration to retrieve your API key.

Copy the API key from your Ry account. Paste the API key into Pabbly Connect to establish the connection. Map the fields such as full name, email address, and phone number from the Webflow submission.

After mapping the necessary fields, click on ‘Save and Send Test Request’. If successful, the user will be added to your Ry account.


5. Testing the Integration for Success

With everything set up, it’s crucial to test your integration in Pabbly Connect. Go back to your Webflow form and submit a test entry to see if the integration works as intended.

Once the form is submitted, return to Pabbly Connect to check if the response was captured. If the data appears correctly, this means your integration is functioning successfully.

Check the user management section in Ry to confirm the new user is added. Repeat the process with different test entries to ensure reliability.

After confirming the successful enrollment of users, your integration is complete. Every time a form is submitted in Webflow, a new user will be automatically enrolled in Ry.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate user enrollment in Ry through Webflow form submissions. This integration streamlines the process, saving time and effort for online educators.

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 Use APIs to Connect Facebook Lead Ads with Your CRM Using Pabbly Connect

Learn how to integrate Facebook Lead Ads with your CRM using Pabbly Connect. This step-by-step tutorial covers the entire process and key features of Pabbly Connect.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Facebook Lead Ads Integration

To start integrating Facebook Lead Ads with your CRM, you need to access Pabbly Connect. Open your web browser and type in the URL Pabbly.com/connect. If you already have an account, click on the ‘Sign In’ button. If you are new, click on ‘Sign Up for Free’ to create a new account, which takes only a couple of minutes.

Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, you can find all your workflows and create new ones. Click on the ‘Create Workflow’ button to begin setting up your integration. You will be prompted to name your workflow; enter a descriptive name like ‘Connect Facebook Lead Ads with CRM’.


2. Creating a Workflow in Pabbly Connect

After naming your workflow, you will see a blank canvas with options for setting a trigger and action. In this case, the trigger will be Facebook Lead Ads. This is crucial as it initiates the workflow when a new lead is captured. Select Facebook Lead Ads as your trigger application.

  • Choose the trigger event: ‘New Lead Instant’
  • Connect to your Facebook account to authorize the integration.
  • Select the Facebook page and lead form associated with your ads.

Once you have configured the trigger, click ‘Save and Send Test Request’ to ensure that the connection is successful. This step is vital as it allows you to test if Pabbly Connect can receive data from Facebook Lead Ads correctly.


3. Testing the Integration with Facebook Lead Ads

To test the integration, you can use the Meta for Developers tool to simulate a lead submission. Navigate to the Lead Ads Testing Tool on the Meta developers’ site. Here, you can select your page and the lead form you created earlier.

  • Submit a test lead through the form.
  • Return to Pabbly Connect to see if the sample lead details are captured successfully.
  • Verify that the details reflect the information submitted in the test lead.

Once the test lead is submitted, Pabbly Connect should show the captured details on the dashboard. This confirms that the connection between Facebook Lead Ads and Pabbly Connect is working effectively.


4. Configuring Your CRM Integration Using Pabbly Connect

The next step is to configure your CRM integration. Since the CRM you are using may not be natively connected to Pabbly Connect, you will utilize the API feature. Select ‘API by Pabbly’ as your action application.

Choose the action event: ‘Execute API Request.’ Enter the API endpoint URL from your CRM’s API documentation. Map the parameters required to create a new contact in your CRM.

For example, if you are using Apollo CRM, include parameters such as first name, last name, email, and phone number. After entering these details, click ‘Save and Send Test Request’ to check if the data is sent to your CRM successfully.


5. Finalizing the Integration and Automating Your Process

After setting up the API request, you should see a response indicating that the contact has been successfully created in your CRM. This means that every time a new lead is generated through Facebook Lead Ads, Pabbly Connect will automatically send the lead details to your CRM.

To finalize the integration, review all your settings and ensure everything is configured correctly. You can now automate the process of adding leads to your CRM without manual intervention. This not only saves time but also ensures that no leads are missed.

In conclusion, integrating Facebook Lead Ads with your CRM using Pabbly Connect significantly enhances your marketing efficiency. By following these steps, you can ensure a seamless flow of lead information into your CRM, allowing for timely follow-ups and better lead management.

Conclusion

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

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


In this tutorial, you learned how to effectively use Pabbly Connect to automate the integration of Facebook Lead Ads with your CRM. This process streamlines your lead management and enhances your marketing efforts.

Top 5 GoHighLevel Automations to Boost Your Business with Pabbly Connect

Learn how to automate your business using Pabbly Connect with GoHighLevel. Discover the top 5 automations to streamline processes and boost efficiency. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for GoHighLevel Automations

To start using Pabbly Connect for automating your GoHighLevel processes, first visit the Pabbly Connect website. Sign in to your account or create a new one if you are a new user, which allows you to access 100 free tasks each month.

After logging in, you will see a dashboard displaying all applications. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the main dashboard where you can create workflows for your automations.


2. Creating GoHighLevel Contacts from WooCommerce Orders

The first automation involves creating a contact in GoHighLevel whenever a new order is placed in WooCommerce. In this case, Pabbly Connect acts as the intermediary that captures the order details.

  • Select WooCommerce as the trigger application.
  • Choose ‘New Order Created’ as the trigger event.
  • Connect WooCommerce to Pabbly Connect using the provided URL.

Once the connection is established, you will capture the order details such as customer name and address. Next, set up an action step using the Lead Connector V2 from GoHighLevel to create a new contact with the captured details. This automation streamlines your customer management process.


3. Creating GoHighLevel Users from Google Sheets

For the second automation, you can create users in GoHighLevel based on entries from Google Sheets. This integration is facilitated by Pabbly Connect, which captures new or updated rows in your Google Sheets.

  • Select Google Sheets as the trigger application.
  • Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
  • Map the required fields like first name, last name, and email.

After capturing the details, use the Lead Connector V2 application in Pabbly Connect to create a new user in GoHighLevel. This automation helps in managing your client data effectively without manual entry.


4. Adding Facebook Lead Details to GoHighLevel

This automation allows you to automatically create contacts in GoHighLevel from new leads generated via Facebook Lead Ads. Using Pabbly Connect, you can streamline your lead management process.

Select Facebook Lead Ads as the trigger application. Choose ‘New Lead Instinct’ as the trigger event. Map the lead details to create a contact in GoHighLevel.

Once the lead is captured, set up the action step in Pabbly Connect to create a contact using the Lead Connector V2. This ensures that every lead is followed up promptly, enhancing your sales process.


5. Notifying Teams on Slack for New GoHighLevel Leads

The final automation sends notifications to your Slack channel whenever a new contact is created in GoHighLevel. This integration is managed through Pabbly Connect, ensuring your team stays updated in real-time.

Select Lead Connector V2 as the trigger application. Choose ‘Contact Created’ as the trigger event. Set up a filter to notify on lead creation only.

After configuring the trigger, use Slack as the action application to send a channel message. This automation keeps your team informed and helps in managing leads effectively.


Conclusion

In conclusion, utilizing Pabbly Connect for GoHighLevel automations can significantly enhance your business efficiency. By integrating various applications, you can streamline processes, manage leads effectively, and save valuable time.

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

How to Automate IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to automate the process of adding IndiaMART leads to Salesforce for your furniture and supplies business using Pabbly Connect in this detailed tutorial.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To automate the process of adding IndiaMART leads to Salesforce, you first need to access Pabbly Connect. Start by typing the URL Pabbly.com/connect in your browser. This platform allows you to connect different applications without any coding skills.

Once on the homepage, you have two options: ‘Sign In’ for existing users or ‘Sign Up for Free’ for new users. New users will receive 100 free tasks monthly to explore the platform. If you are an existing user, simply log in to your account to begin.


2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Here, you can see all your workflows. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, for example, ‘Add IndiaMART Leads to Salesforce for Furniture Business’.

  • Provide a name for your workflow
  • Select a folder for organization
  • Click on ‘Create’ to proceed

Once created, you will see a blank workflow with two main sections: Trigger and Action. The trigger will initiate the workflow, while the action will define what happens next.


3. Setting Up the Trigger for IndiaMART

To set up the trigger in Pabbly Connect, select IndiaMART as your trigger application. The trigger event is set to ‘New Leads’, which means the workflow will start whenever a new lead is received from IndiaMART.

After selecting the trigger event, you will receive a webhook URL. This URL is crucial as it will link your IndiaMART account with Pabbly Connect. Copy this URL to use it in IndiaMART.

  • Go to your IndiaMART account and navigate to Lead Manager
  • Select ‘Import/Export Leads’ and then ‘Push API’
  • Paste the webhook URL and save the details

Once the webhook is activated, Pabbly Connect will be ready to capture new leads from IndiaMART.


4. Testing the Connection Between IndiaMART and Pabbly Connect

To ensure the connection works, create a test lead in IndiaMART. This can be done by submitting a dummy inquiry through your IndiaMART account. Once submitted, Pabbly Connect will capture this lead automatically.

After submitting the inquiry, check Pabbly Connect for the captured response. You should see details like the lead’s name, email, company, and inquiry message. This confirms that the integration is successful and functioning as intended.

Now that the connection is verified, you can move on to the next step of adding this lead to Salesforce.


5. Adding Leads to Salesforce via Pabbly Connect

In this final step, go back to your workflow in Pabbly Connect and set Salesforce as the action application. Choose the action event ‘Create Record’ to add the lead details to Salesforce.

Connect your Salesforce account by allowing access to Pabbly Connect. Once the connection is established, map the lead details from the previous response to the corresponding fields in Salesforce, such as first name, last name, email, and phone number.

Map the lead’s name, email, and other details Use the ‘Text Formatter’ feature to split the full name if necessary Save and send the test request to finalize the lead creation

After saving, check your Salesforce account to confirm that the new lead has been successfully added. This completes the automation process, allowing you to efficiently manage leads from IndiaMART directly in Salesforce.


Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate the process of adding IndiaMART leads to Salesforce for your furniture and supplies business. By following these steps, you can streamline your lead management effectively.

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

Automate WhatsApp Messaging for IndiaMart Leads with Pabbly Connect

Learn how to automate WhatsApp messaging for IndiaMart leads using Pabbly Connect. Follow this detailed tutorial for seamless integration with AI Sensei. 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 Integration

To begin automating WhatsApp messaging for IndiaMart leads, you first need to access Pabbly Connect. Open your browser and type in Pabbly.com/connect to reach the Pabbly Connect landing page.

Once on the site, sign in using your existing account or create a new one to get started. If you are new, signing up gives you access to 100 free tasks monthly, allowing you to explore the functionalities of Pabbly Connect.


2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to start setting up your automation. Name your workflow, for example, ‘Send and Get WhatsApp Messages for IndiaMart Leads’. using Pabbly Connect

  • Select the folder where you want to save this workflow.
  • Click on ‘Create’ to proceed.
  • You will see two boxes: Trigger and Action.

In this workflow, the trigger will be IndiaMart, and the action will be AI Sensei. This setup allows you to send WhatsApp messages to leads automatically when inquiries are generated on IndiaMart.


3. Setting Up the Trigger in Pabbly Connect

For your trigger application, select IndiaMart. Choose the trigger event as ‘New Leads’. This will initiate the workflow whenever a new lead is generated.

Next, you need to connect IndiaMart with Pabbly Connect using a webhook URL. Copy the webhook URL provided by Pabbly Connect and head to your IndiaMart account.

  • In IndiaMart, go to the Lead Manager section.
  • Click on the three dots and select ‘Push API’.
  • Paste the webhook URL and save the details.

Once you have successfully connected IndiaMart to Pabbly Connect, test the connection by submitting a lead inquiry to ensure the data is captured correctly.


4. Sending WhatsApp Messages via AI Sensei

With the trigger set up, the next step is to send WhatsApp messages using AI Sensei. In the action step of your workflow, select AI Sensei and choose the action event as ‘Send Template Message’. using Pabbly Connect

Connect to AI Sensei by entering your API key, which you can find in your AI Sensei account. After connecting, you need to enter the campaign name and mobile number for the WhatsApp message.

Map the mobile number field to the response received from IndiaMart. Use the template parameters to customize the message. Click ‘Save and Send Test Request’ to send the message.

Check your WhatsApp to confirm that the message has been received successfully, indicating that the integration is working as intended.


5. Receiving Lead Details via WhatsApp

To complete the automation, you also want to receive WhatsApp messages with lead details. Add another action step in your workflow, select AI Sensei again, and choose ‘Send Template Message’ as the action event.

Repeat the connection process with AI Sensei, entering the campaign name and mapping the necessary parameters for the lead details.

Ensure to map the name, phone, and email parameters correctly. Click ‘Save and Send Test Request’ again. Verify that the lead details are received in WhatsApp.

This setup allows you to automate both sending messages to leads and receiving their details seamlessly through Pabbly Connect.


Conclusion

In this tutorial, we explored how to automate WhatsApp messaging for IndiaMart leads using Pabbly Connect. By integrating IndiaMart with AI Sensei, you can efficiently manage inquiries and enhance your customer communication.

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 Share Zoom Recording on WhatsApp Using Pabbly Connect and AiSensy

Learn how to automate sharing Zoom recordings on WhatsApp using Pabbly Connect and AiSensy. Follow our step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To share Zoom recordings on WhatsApp, you first need to access Pabbly Connect. This platform enables seamless automation without requiring coding skills. Simply visit the Pabbly Connect website by typing Pabbly.com/connect in your browser.

Once on the landing page, sign in to your existing Pabbly account or sign up for free to receive 100 tasks monthly. After signing in, navigate to the Pabbly Connect dashboard where you can create workflows to automate your tasks. Here, you will set up the integration between Zoom and AiSensy.


2. Creating a New Workflow in Pabbly Connect

To start the integration, create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name it, for instance, ‘Share Zoom Recording on WhatsApp using AiSensy’. Choose the appropriate folder for organization.

  • Select the trigger application as Zoom.
  • Set the trigger event to ‘New Recording Completed’.
  • Connect Zoom to Pabbly Connect by adding a new connection.

After setting up the trigger, you will be ready to define the action that follows when a Zoom recording is completed. This will be sharing the recording link via WhatsApp using AiSensy.


3. Connecting Zoom to Pabbly Connect

To connect Zoom with Pabbly Connect, you need to configure a webhook. Click on ‘Configure Webhook’ under the trigger settings. You will be prompted to enter a token, which you can obtain from your Zoom account.

Navigate to your Zoom account, go to the Admin section, and select the App Marketplace. Here, create a new app and enter the redirect URL provided by Pabbly Connect. After saving, copy the secret token and paste it into the Pabbly Connect setup. This establishes a connection between Zoom and Pabbly Connect.


4. Sending WhatsApp Messages with AiSensy

Once the Zoom connection is established, the next step is to set up the action to send WhatsApp messages via AiSensy. In Pabbly Connect, select AiSensy as the action application and choose ‘Send Template Message’ as the action event.

  • Connect AiSensy by entering your API key.
  • Map the phone number and username from the previous steps.
  • Fill in the template parameters with the recording link and password.

After mapping all required fields, click on ‘Save and Send Test Request’ to send a test message. This will confirm that your integration is functioning correctly and that the message is sent to the designated WhatsApp number.


5. Conclusion: Automating Zoom Recordings to WhatsApp

By using Pabbly Connect, you can easily automate the process of sharing Zoom recordings on WhatsApp. This integration allows you to streamline communication with your students or team members by sending recording links directly after meetings.

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

With just a few steps, you can set up an effective workflow that enhances productivity and ensures timely sharing of important content. Start using Pabbly Connect today to simplify your integrations and automate your tasks efficiently.