Author: Rajpal Tomar

Learn how to integrate Facebook Lead Ads with your CRM in real-time using Pabbly Connect. Follow this detailed guide for a seamless setup. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process using Pabbly Connect, first, visit the Pabbly Connect website. After browsing to the site, sign in to your account. If you are a new user, you can sign up for free and get 100 free tasks every month.

Once logged in, you will see all the applications available on Pabbly Connect. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the dashboard where you can create your automation workflows.

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2. Creating a Workflow in Pabbly Connect

Within the Pabbly Connect dashboard, the next step is to create a workflow. Click on the button in the top right corner that says ‘Create Workflow’. A dialog box will appear asking for the workflow name and folder selection. using Pabbly Connect

• Name your workflow: ‘Transfer Facebook Lead Data to Your CRM in Real Time with Pabbly Connect’
• Select the folder where you want to save this workflow.

After naming your workflow and selecting a folder, click on the ‘Create’ button. This will set up your workflow, which consists of two main components: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens in response.

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3. Setting Up the Trigger in Pabbly Connect

For the trigger application, select ‘Facebook Lead Ads’ since you want to capture leads generated through this platform. Choose the trigger event as ‘New Lead Instant’. Once selected, click on the ‘Connect’ button. using Pabbly Connect

• If prompted, log into your Facebook account to authorize Pabbly Connect.
• Select the Facebook page and lead generation form you are using.

After connecting, toggle the ‘Simple Response’ option on and click on the ‘Save and Send Test Request’ button. Generate a test lead through Facebook Lead Ads to ensure that Pabbly Connect captures the lead data correctly.

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4. Setting Up the Action in Pabbly Connect

Now that your trigger is set, the next step is to configure the action. For the action application, select ‘Keep’ as your CRM. Choose the action event as ‘Create/Update Contact’. using Pabbly Connect

Click on the ‘Connect’ button and authorize Pabbly Connect to access your Keep account. After connecting, you will need to map the data from the Facebook lead to the required fields in Keep. This includes the first name, last name, and email address of the lead.

Map the email address from the lead data. Map the first name and last name accordingly.

Once the mapping is complete, click on the ‘Save and Send Test Request’ button. This action will create a new contact in your Keep account, confirming that the integration is successful.

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5. Verifying Integration Success

To verify that the integration between Facebook Lead Ads and your CRM through Pabbly Connect is successful, go to your Keep account and refresh the contacts page. Check for the new contact created from the test lead.

If everything is set up correctly, you should see the test lead displayed as a new contact in your Keep account, including their details like name and email address. This confirms that the automation is working seamlessly.

With this setup, every time a new lead is generated through Facebook Lead Ads, Pabbly Connect will automatically add that lead as a contact in your CRM, saving you time and reducing errors.

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Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with your CRM using Pabbly Connect. This automation allows you to capture leads in real-time, enhancing your marketing efficiency. With Pabbly Connect, you can streamline your processes and focus on growing your business.

Learn how to add a Google Sheets row into MongoDB using Pabbly Connect. This step-by-step guide covers the entire integration process. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Sheets and MongoDB Integration

To start integrating Google Sheets with MongoDB, you need to access Pabbly Connect. This platform allows you to automate the data transfer process seamlessly. Begin by signing up for a free account on Pabbly Connect, which takes just a few minutes.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something like ‘Google Sheets to MongoDB’ and select the appropriate folder for your automation. This sets the stage for connecting your Google Sheets with MongoDB through Pabbly Connect.

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2. Setting Up Trigger in Pabbly Connect Using Google Sheets

In this step, you will set up the trigger that detects new rows in Google Sheets. In the trigger window of Pabbly Connect, search for ‘Google Sheets’ and select it as the app. Choose the trigger event as ‘New or Updated Spreadsheet Row’ from the dropdown menu.

• Select the Google Sheets app in the trigger window.
• Set the trigger event to ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL generated by Pabbly Connect.

After copying the webhook URL, go to your Google Sheets. Under the ‘Extensions’ tab, click on ‘Add-ons’ and select ‘Get Add-ons’. Search for the ‘Pabbly Connect Webhooks’ add-on and install it. Once installed, refresh your Google Sheets to ensure the add-on is active.

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3. Initial Setup of Pabbly Connect Webhooks in Google Sheets

After refreshing, go back to the ‘Extensions’ tab, hover over the ‘Pabbly Connect Webhooks’ add-on, and select ‘Initial Setup’. Here, you need to input three pieces of information: selected sheet, webhook URL, and trigger column.

• Choose the sheet you want to monitor for new data.
• Paste the webhook URL you copied earlier.
• Specify the trigger column, which is the last column where data will be entered.

Once you have filled in these details, click on ‘Send Test’ to verify the connection. If successful, you will see a confirmation message. Finally, click on ‘Submit’ to complete the setup. This step establishes the connection between Google Sheets and Pabbly Connect.

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4. Configuring MongoDB Action in Pabbly Connect

Now that your trigger is set, it’s time to configure the action to send data to MongoDB. In the action step of Pabbly Connect, search for ‘MongoDB’ and select it as the app. Choose the action event as ‘Create Record’.

Next, click on ‘Connect’ and select ‘Add New Connection’. You will need to enter your MongoDB connection string, which you can find in your MongoDB account under the ‘Clusters’ section. Make sure to include your username, password, and database name in the connection string.

Navigate to your MongoDB account and access the connection string. Enter your MongoDB username and password in the required fields. Specify the name of the database where you want to store the data.

After entering all the necessary information, click ‘Save’. This action connects your MongoDB account with Pabbly Connect, allowing data to flow from Google Sheets into your MongoDB database.

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5. Mapping Data from Google Sheets to MongoDB

In this final step, you need to map the data from Google Sheets to the corresponding fields in MongoDB. After setting up the action, you will see options to create custom JSON data. Turn on the mapping option to automatically populate the fields with data from Google Sheets.

Map each field from Google Sheets to its corresponding field in MongoDB. For example, map the ‘First Name’ from Google Sheets to the ‘name’ field in MongoDB, and continue this process for all relevant fields such as email, mobile number, age, and city.

Ensure all fields in MongoDB have corresponding values from Google Sheets. Double-check the mapping to avoid data discrepancies. Click ‘Save’ and then ‘Send Test Request’ to verify the data transfer.

Once the test is successful, your automation is complete. You can now add new rows in Google Sheets, and they will automatically reflect in your MongoDB database through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to add a Google Sheets row into MongoDB using Pabbly Connect. By following these steps, you can automate data entry, ensuring seamless integration between your Google Sheets and MongoDB database.

Learn how to automate WhatsApp messages for Facebook Lead Ads using Pabbly Connect in this detailed step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Facebook Lead Ads

In this tutorial, you will learn how to use Pabbly Connect to automate WhatsApp messages for new leads generated from Facebook Lead Ads. This integration allows you to send WhatsApp messages to your leads automatically, enhancing your communication process.

To start, you need to log in to your Pabbly Connect account. If you don’t have one, you can easily create a free account. Once logged in, you will be directed to the dashboard where you can create your workflow for automating lead notifications.

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2. Creating Your Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Facebook Leads to WhatsApp’. This helps in identifying the workflow later.

Next, select the folder where you want to save this workflow. After clicking on ‘Create’, you will see two windows: the trigger window and the action window. The trigger window is where you will set up the Facebook Lead Ads integration.

• Select ‘Facebook Lead Ads’ as the app in the trigger window.
• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account by clicking on ‘Connect with Facebook Lead Ads’.

Once connected, select the Facebook page where you are running your ads and the lead generation form you wish to use. This setup allows Pabbly Connect to capture new leads automatically.

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3. Sending WhatsApp Messages Using AiSensy

After setting up the trigger, the next step is to send a WhatsApp message to the new lead using AiSensy through Pabbly Connect. Scroll down to the action step and select AiSensy.

In the action event dropdown, choose ‘Send Template Message’. You will need to connect your AiSensy account by entering your API key. This key can be found in your AiSensy account under the API key section.

• Create a WhatsApp message template in AiSensy.
• Map the lead’s mobile number from the trigger step to send the message.
• Include parameters like the lead’s first name for personalization.

Once the message template is set up and the parameters are mapped, click on ‘Save and Send Test Request’. This will send a test message to ensure everything is working correctly.

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4. Receiving Notifications for New Leads

The final part of the workflow involves setting up a notification for yourself or your team. In the action step of Pabbly Connect, add another AiSensy action to send a WhatsApp message with the lead details.

Use the same connection as before, but create a new campaign in AiSensy specifically for notifications. Name this campaign ‘New Lead Received’ and select the appropriate template that includes all relevant lead details.

Map the lead’s first name, email, mobile number, and city to the corresponding parameters in your template. Ensure to enter your WhatsApp number for receiving notifications. Click ‘Save and Send Test Request’ to verify the setup.

Once this is complete, you will receive WhatsApp notifications with the details of every new lead generated through your Facebook Lead Ads.

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5. Testing Your Automation Workflow

Now that your workflow is set up, it’s crucial to test it to ensure everything functions as expected. You can use the Facebook Lead Ads testing tool to generate a test lead.

After generating a test lead, check your WhatsApp for the message sent to the lead and the notification received on your phone. This confirms that Pabbly Connect has successfully automated the process.

Delete previous test leads before generating a new one. Verify that both the lead and your notification messages are accurate. Adjust any parameters if necessary for future leads.

With these tests, you can confirm that your automation is working perfectly, allowing you to focus on nurturing your leads effectively.

Conclusion

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

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In conclusion, this tutorial demonstrated how to use Pabbly Connect to automate WhatsApp messaging for new leads from Facebook Lead Ads. By following these steps, you can streamline your communication and enhance your lead nurturing process.

Learn how to automate adding Zoom registrants’ details in Airtable using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

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1. Setting Up Pabbly Connect for Zoom and Airtable Integration

To automatically add Zoom registrants’ details in Airtable, you first need to set up Pabbly Connect. Begin by accessing the Pabbly Connect website and logging into your account. If you do not have an account, you can sign up for free, which allows you to perform 100 tasks per month.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Add Zoom Registrants to Airtable Automatically’. This workflow will serve as the foundation for your integration process.

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2. Configuring the Zoom Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow. The trigger is crucial as it initiates the automation whenever a new registrant signs up for a Zoom meeting. In Pabbly Connect, select Zoom as your trigger application, and then choose the ‘New Registrant’ event. using Pabbly Connect

• Search for ‘Zoom’ in the trigger application section.
• Select the trigger event as ‘New Registrant’.
• Connect your Zoom account to Pabbly Connect by following the on-screen instructions.

After connecting your Zoom account, you will need to configure the webhook URL provided by Pabbly Connect in your Zoom app settings. This URL allows Zoom to send data to Pabbly Connect whenever a new registrant signs up.

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3. Setting Up Airtable as the Action Application

Now that you have set up the Zoom trigger, it’s time to configure Airtable as the action application in your workflow. This step ensures that every time a new registrant is added in Zoom, their details will be automatically added to your Airtable database. using Pabbly Connect

In the action section of Pabbly Connect, select Airtable and choose the ‘Create Record’ action event. You will need to connect your Airtable account to Pabbly Connect, which will require your API key and base ID.

• Select your Airtable base where you want to store the registrant details.
• Map the fields from the Zoom registrant data to the corresponding fields in Airtable.
• Ensure that all required fields in Airtable are filled correctly.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the integration works correctly. If successful, the registrant’s details will appear in your Airtable database.

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4. Testing the Zoom to Airtable Integration

With your trigger and action configured, it’s essential to test the integration to ensure everything is functioning as expected. To do this, create a new registrant entry in Zoom for a meeting. using Pabbly Connect

Once you register a new participant, return to Pabbly Connect and check the response. You should see the registrant’s details populate in the response section. This confirms that the data is being sent correctly from Zoom to Pabbly Connect and then to Airtable.

If the details appear correctly, you can finalize your workflow. If there are any issues, double-check the mapping and webhook URL settings to ensure everything is set up correctly.

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5. Finalizing Your Automation Between Zoom and Airtable

After successfully testing your integration, you can finalize your automation. This means that every time a new registrant signs up for your Zoom meeting, their details will automatically be added to your Airtable database without any manual effort.

Make sure to monitor the integration initially to ensure that all data is being captured accurately. You can also explore other features in Pabbly Connect to enhance your workflow, such as adding filters or additional actions.

With this setup, your team can efficiently manage participant details, follow up after meetings, and keep track of attendance seamlessly.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically add Zoom registrants’ details in Airtable. By following these steps, you can streamline your data management process and enhance communication with participants. Automating this workflow saves time and ensures accuracy in your records.

Learn how to integrate Trigger with URL, CRM, and other applications using Pabbly Connect in this detailed tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Setting Up Trigger Integration with URL

To start with the Trigger integration, I will open the Pabbly Connect dashboard. This is where I will create a new workflow that connects Trigger with URL, CRM, and other applications. using Pabbly Connect

First, I will click on the ‘Create Workflow’ button. This will prompt me to name my workflow. I will name it ‘Trigger Integration with URL’ and click on ‘Create’ to proceed.

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2. Configuring the Trigger Event in Pabbly Connect

Now, I will set up my Trigger event. For this, I need to select the ‘Trigger’ application from the list. This is crucial as it will determine what event will initiate the workflow. using Pabbly Connect

• Select ‘Trigger’ as the application.
• Choose the event type, for instance, ‘Email Sent’.
• Connect the Trigger with the provided VAB URL.

After setting up the Trigger, I will need to copy the VAB URL. This URL acts as a bridge between Trigger and the URL application. I will log into my URL account to complete the integration.

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3. Connecting Trigger with URL

To connect Trigger with URL, I will navigate to the settings in my URL account. Here, I will find the option for integrations and select ‘Webhooks’. using Pabbly Connect

Next, I will add a new webhook by clicking on the ‘Add Webhook’ button. I will paste the copied VAB URL into the designated field and select the campaign I want this webhook to be associated with.

• Select the appropriate campaign from the dropdown.
• Choose the event type, such as ‘Email Sent’.
• Click on ‘Add Webhook’ to finalize the connection.

Once the webhook is added, I will return to Pabbly Connect to verify that the integration has been successful. I will click on the ‘Recapture Webhook Response’ button to check for any responses from the URL application.

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4. Testing the Integration with a Campaign

To test the integration, I will create a test campaign in my URL account. After scheduling the campaign, I will send an email to my leads. using Pabbly Connect

Once the email is sent, I will check back in Pabbly Connect to see if the webhook has captured the response. This will confirm that the Trigger integration with URL is functioning correctly.

Upon receiving the response, I will have access to details such as the lead’s email, the subject of the email, and the body content. This ensures that the integration is capturing all necessary data in real time.

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Conclusion

This tutorial has detailed the process of integrating Trigger with URL and other applications using Pabbly Connect. By following the steps provided, you can automate workflows efficiently and enhance your CRM capabilities.

Learn how to integrate Elementor forms with Mailercloud using Pabbly Connect to automate subscriber updates. Follow this step-by-step tutorial 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. Introduction to Pabbly Connect for Elementor and Mailercloud Integration

In this tutorial, we will explore how to use Pabbly Connect to create or update a Mailercloud subscriber upon Elementor form submission. This integration automates the process of managing leads effectively.

By automating this workflow with Pabbly Connect, you can ensure that every new lead captured through your Elementor form is instantly added to your Mailercloud account. This saves time and enhances your communication strategy with potential clients.

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2. Setting Up Your Pabbly Connect Workflow

To begin, log in to your Pabbly Connect account. If you are a new user, you can sign up for free and get access to 300 tasks per month. Once logged in, you will see the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button at the top right corner. Name your workflow something descriptive, like ‘Create or Update Mailercloud Subscriber on Elementor Form Submission’ and select a folder for organization.

• Log in to your Pabbly Connect account.
• Click on ‘Create Workflow’.
• Name your workflow and select a folder.

After creating the workflow, you will set the trigger application to Elementor, as this is where your new leads will come from. Select ‘New Form Submission’ as your trigger event.

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3. Connecting Elementor to Pabbly Connect

Once you have set the trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your Elementor form to Pabbly Connect. Copy this URL, as you will need it shortly.

Next, log in to your WordPress account and navigate to your Elementor form. Edit the form and go to the ‘Actions After Submit’ section. Here, add a new action and select ‘Webhook’. Paste the webhook URL you copied from Pabbly Connect into the designated field.

• Copy the webhook URL from Pabbly Connect.
• Edit your Elementor form and add ‘Webhook’ to ‘Actions After Submit’.
• Paste the webhook URL into the form settings.

After saving the changes, you can perform a test submission on the Elementor form to ensure that the webhook is functioning correctly. Check back in Pabbly Connect to see if the response has been received.

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4. Setting Up Mailercloud Integration in Pabbly Connect

Now that your Elementor form is connected to Pabbly Connect, the next step is to set up the action application, which will be Mailercloud. Select Mailercloud as your action application and choose ‘Create or Update Subscriber’ as the action event.

To connect Mailercloud with Pabbly Connect, you will need to enter your Mailercloud API key. You can find this by logging into your Mailercloud account, going to your profile, and navigating to the API Keys section. Create a new API key, name it appropriately, and copy it.

Select Mailercloud as the action application. Choose ‘Create or Update Subscriber’ as the action event. Enter your Mailercloud API key.

After entering the API key, select the list in Mailercloud where you want to add the new subscriber. Map the fields from your Elementor form submission to the corresponding fields in Mailercloud, such as email address, first name, and last name.

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5. Testing and Validating the Integration

With everything set up, it’s time to test your integration. Perform another test submission through your Elementor form with different dummy data. After submitting, check your Mailercloud account to see if the new subscriber has been added correctly.

In Pabbly Connect, you should see a successful response indicating that the subscriber was created or updated. This confirms that the integration between Elementor and Mailercloud via Pabbly Connect is working as intended.

If the test is successful, you can continue using this automation in your business. This setup will ensure that all new leads from your Elementor forms are automatically added to your Mailercloud subscriber list without any manual effort.

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Conclusion

In this tutorial, we demonstrated how to create or update a Mailercloud subscriber using Pabbly Connect when an Elementor form is submitted. This integration streamlines your lead management process and enhances your communication with potential clients.

By following these steps, you can ensure that every lead captured through your Elementor forms is effectively managed in Mailercloud. Automating this process with Pabbly Connect saves time and helps you focus on growing your business.

Learn how to integrate URL with Focus, Hustle, and other applications Using Pabbly Connect in this detailed tutorial. Automate your workflows effortlessly! 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

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1. Setting Up Google Forms for Registrations

To begin with the integration of URL and Focus, you first need to set up Google Forms to collect registrations for your webinars. Google Forms allows you to create surveys and forms easily, which is perfect for gathering information from participants.

Once your Google Form is created, you can customize it with fields like name, email, and phone number. This ensures you collect all necessary information from your registrants. After setting up your form, you can link it to a Google Sheet to store responses automatically.

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2. Connecting Google Sheets to Make for Automation

Next, you will connect Google Sheets to Make to automate the process. This step is crucial as it allows you to capture responses from Google Forms directly. Go to your Google Sheet, click on ‘Extensions,’ then find the option for Pabbly Connect Webhooks.

• Select ‘Get Add-ons’ to install the Pabbly Connect Webhooks add-on.
• After installation, refresh your Google Sheet.
• Go back to Extensions and set up the webhook URL from Make.

Once the webhook URL is set up, you can test the connection by sending test data. This will confirm that your Google Sheets are properly integrated with Make.

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3. Configuring Make to Receive Data from Google Sheets

Now, it’s time to configure Make to receive data from Google Sheets. In your Make dashboard, create a new workflow and select Google Sheets as the trigger application. Choose the event ‘New Response Received’ to capture new form submissions automatically.

After selecting your trigger event, Make will provide you with a webhook URL. Copy this URL and paste it into your Google Sheets under the Pabbly Connect Webhooks add-on settings. Make sure to set the trigger column to the last data column where responses will be added.

Once you have set this up, test the connection again by submitting a new response in Google Forms. This will ensure that the data flows correctly into your Make workflow.

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4. Adding Registrants to GoToWebinar

After successfully capturing responses, the next step is to add registrants to your GoToWebinar account. In your Make workflow, select GoToWebinar as the action application and choose the action event ‘Create a Registrant.’ This step is essential for automatically adding participants to your webinar. using Pabbly Connect

During this setup, you will need to map the data collected from Google Forms to the corresponding fields in GoToWebinar, such as first name, last name, and email. This mapping ensures that each registrant’s details are accurately transferred to your webinar platform.

Once you have mapped the fields, save your configuration and send a test request. This will create a registrant in your GoToWebinar account, confirming that everything is working correctly. You can check by refreshing your GoToWebinar account to see the new registrant added.

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5. Testing and Finalizing Your Integration

Finally, it’s crucial to test your entire integration to ensure everything works seamlessly. Make a new submission in your Google Form and check if the response is captured in Google Sheets and if a new registrant is created in your GoToWebinar account. using Pabbly Connect

If everything is set up correctly, you should see the new registrant reflected in GoToWebinar shortly after submission. This final test confirms that your automation is functioning as intended.

With this setup, you can now focus on delivering a great webinar experience without the hassle of manual registrations. All responses will be automatically handled, allowing you to concentrate on your content and audience engagement.

Conclusion

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

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In summary, integrating URL with Focus using Make allows for efficient automation of webinar registrations. By following these steps, you can streamline your processes and enhance your productivity.

Learn how to automate the process of adding IndiaMART leads to Google Sheets for the chemical industry using Pabbly Connect. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To add IndiaMART leads to Google Sheets, start by accessing Pabbly Connect. This platform allows you to automate workflows without coding. Visit 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’re a new user, click on the ‘Sign Up for Free’ button to create your account. Existing users can simply sign in. Upon signing up, you will receive 100 free tasks every month to explore the software.

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2. Creating a Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow. Enter a name such as ‘Add IndiaMART Leads to Google Sheets for Chemical Industry’.

• Select a folder for your workflow.
• Click on ‘Create’ to finalize the workflow.

After creating the workflow, you will see a blank screen where you can set up triggers and actions. The trigger will be IndiaMART, and the action will be Google Sheets. This setup allows you to automate the process of adding leads to your Google Sheets seamlessly.

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3. Setting Up the Trigger with IndiaMART

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

• Copy the webhook URL provided by Pabbly Connect.
• Navigate to your IndiaMART account and go to Lead Manager.
• Select ‘Push API’ to set up the connection.

In the Push API integration section, paste the webhook URL into the designated field. This URL acts as a bridge to transfer data from IndiaMART to Pabbly Connect. After saving the details, generate an OTP to activate the webhook.

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4. Capturing Lead Data from IndiaMART

Once the webhook is activated, you need to test the connection by submitting a new lead inquiry in IndiaMART. This step is crucial as it allows Pabbly Connect to capture the lead data.

Create a dummy lead profile and submit an inquiry. Ensure all lead details, such as name and email, are filled out.

After submitting the inquiry, return to Pabbly Connect, where you will see that the response has been captured. This response includes all relevant details like the lead’s name, email, and inquiry, confirming that the connection is successful.

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5. Adding Leads to Google Sheets

Now that the lead data is captured, the next step is to connect Google Sheets as the action application in Pabbly Connect. Select Google Sheets and choose the action event, which is ‘Add New Row’.

Click on ‘Connect’ and select ‘Add New Connection’. Sign in with your Google account and grant the necessary permissions. Once connected, select the specific spreadsheet where you want to save the lead details.

Map the fields from the lead data to the corresponding columns in Google Sheets. Ensure the name, email, phone number, and inquiry are correctly mapped.

After mapping, click on ‘Save and Send Test Request’. Check your Google Sheets to confirm that the new lead has been successfully added. This ensures that every time a new inquiry is received through IndiaMART, it will automatically populate in your Google Sheets.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding IndiaMART leads to Google Sheets. By following these steps, you can efficiently manage your leads without manual entry, saving time and improving productivity.

Learn how to integrate Google Forms with Zoho Campaigns using Pabbly Connect for seamless webinar registrations and subscriber management. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To start integrating Google Forms with Zoho Campaigns, we will use Pabbly Connect. First, visit the Pabbly website and sign in to your account. If you’re new, you can sign up for a free account that offers 100 tasks each month.

Once signed in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to set up a new automation. You will be prompted to name your workflow and select a folder to save it in. Name it something relevant, such as ‘Google Forms to Zoho Campaigns Integration’ and choose the folder named ‘Automations’.

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Setting Up the Trigger with Google Forms

In this step, we will set Google Forms as the trigger application in Pabbly Connect. Select Google Forms from the application list and choose the trigger event as ‘New Response Received’. This means that whenever a new form submission is made, it will trigger the workflow.

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

Next, you will need to set up your Google Form. Ensure that the last question is marked as required, as this will serve as your trigger column. After setting up the form, go to the Responses tab, and link your Google Form to Google Sheets if you haven’t done so already. This spreadsheet will collect the responses from your Google Forms.

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Connecting Google Sheets to Pabbly Connect

Now that your Google Form is set up, you need to connect it to Pabbly Connect via Google Sheets. Open the linked Google Sheets and go to Extensions > Add-ons > Get Add-ons. Search for the ‘Pabbly Connect Webhook’ add-on and install it.

• Install the ‘Pabbly Connect Webhook’ add-on.
• Refresh the spreadsheet after installation.
• Go to Extensions > Pabbly Connect Webhook > Initial Setup.

In the Initial Setup, you will enter the sheet name, paste the webhook URL you copied earlier, and set the trigger column to the last question of your form. After completing these fields, click on ‘Submit’ to configure the setup successfully.

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Setting Up Zoho Campaigns as the Action

After successfully configuring the Google Forms trigger, we will set Zoho Campaigns as the action application in Pabbly Connect. Select Zoho Campaigns and choose the action event as ‘Add or Update Subscriber’. This action will ensure that whenever someone registers through Google Forms, their details are added to your Zoho Campaigns list.

You will need to connect your Zoho Campaigns account. If you haven’t connected it before, click on ‘Add New Connection’ and provide the required domain from your Zoho Campaigns URL. Once connected, select the mailing list where you want the subscribers to be added.

Choose the mailing list for your subscribers. Map the fields from Google Forms to Zoho Campaigns, such as email, first name, and last name.

Mapping is crucial as it allows the data from the Google Forms submission to dynamically populate the Zoho Campaigns fields. After mapping all necessary details, save the workflow and send a test request to ensure everything works correctly.

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Finalizing the Integration and Testing

With the workflow set up, it’s time to finalize the integration in Pabbly Connect. Perform a test submission on your Google Form to trigger the workflow. Check the responses in your Google Sheets to ensure that the data is being captured accurately.

Once you have confirmed that the data is correctly captured, verify that the subscriber was added to your Zoho Campaigns account. You should receive a confirmation email for the subscription, which the registrants will need to accept to complete the process.

In summary, this integration allows you to automate the process of adding webinar registrants from Google Forms directly into your Zoho Campaigns, ensuring that your email marketing efforts are streamlined and efficient. With Pabbly Connect, you can easily manage this workflow without any coding knowledge.

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Conclusion

In this tutorial, we demonstrated how to integrate Google Forms with Zoho Campaigns using Pabbly Connect. This integration automates the process of managing webinar registrations and subscriber updates, enhancing your email marketing efficiency.

Learn how to automate WhatsApp messages on successful Instamojo payments using Pabbly Connect in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for integration, open your browser and search for Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. If you’re a new user, you can sign up for free to get 100 tasks per month.

Once you visit the landing page, you will find options to either sign in or sign up. As an existing user, click on ‘Sign In’ to access your dashboard where you can create workflows connecting Instamojo and WhatsApp Cloud API.

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2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, the first step is to create a new workflow. Click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘WhatsApp Notification on Successful Payment’. Choose a folder to save it in and click ‘Create’.

• Click on ‘Create Workflow’
• Name your workflow
• Select a folder for saving
• Click ‘Create’

Once the workflow is created, you’ll see the workflow window where you can set triggers and actions. Here, you will select Instamojo as the trigger application to initiate the workflow when a successful payment occurs.

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3. Setting Up Instamojo as the Trigger

In the workflow setup, select Instamojo as your trigger application. After that, choose the trigger event as ‘Successful Payment’. This event will activate the workflow whenever a new payment is received on Instamojo. using Pabbly Connect

Pabbly Connect will provide you with a Webhook URL. Copy this URL as you will need to paste it into your Instamojo settings to establish the connection.

• Select ‘Instamojo’ as the trigger application
• Choose ‘Successful Payment’ as the trigger event
• Copy the Webhook URL provided by Pabbly Connect

Next, log into your Instamojo account, navigate to the page settings, and paste the Webhook URL into the appropriate field under the Webhooks section. Ensure that you enable the webhook to start receiving data.

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4. Testing the Integration with a Payment

To test the integration, go back to your Instamojo account and perform a test payment. Fill in the required details such as name, email, and mobile number, then proceed to make the payment. Ensure that you select a payment method and complete the transaction. using Pabbly Connect

Once the payment is successful, Pabbly Connect will capture the payment details from Instamojo. Check the workflow in Pabbly Connect to confirm that it received the payment information correctly.

Perform a test payment on Instamojo Fill in customer details Complete the payment process

Pabbly Connect will show that it has captured the payment status as successful, along with all relevant details like the buyer’s name and payment amount.

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5. Sending WhatsApp Messages via WhatsApp Cloud API

After confirming the payment details are captured, the next step is to send an automated WhatsApp message to the customer. In Pabbly Connect, select WhatsApp Cloud API as the action application. Choose the action event as ‘Send Template Message’. using Pabbly Connect

You will need to connect your WhatsApp Cloud API account by entering the required credentials like token and phone number ID. After successfully connecting, select the message template you want to use for sending confirmations.

Select WhatsApp Cloud API as the action application Choose ‘Send Template Message’ as the action event Connect your WhatsApp account with Pabbly Connect

Map the recipient’s mobile number and other template variables, such as the customer’s name and payment amount, to personalize the message. After configuring the message, click on ‘Save and Send Request’ to send the WhatsApp message.

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Conclusion

This tutorial demonstrates how to automate WhatsApp messages on successful Instamojo payments using Pabbly Connect. By following these steps, you can ensure seamless communication with your customers and enhance your business operations.