Author: Rajpal Tomar

Learn how to automate WhatsApp messages for Stripe payments using Pabbly Connect in this step-by-step tutorial. Enhance customer communication effortlessly! Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate WhatsApp messages on Stripe payments, you first need to access Pabbly Connect. Visit the Pabbly Connect website and 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 Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the dashboard where you can create your automation workflow.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, you need to create a workflow for your automation. Click the ‘Create Workflow’ button located in the top right corner. A dialog box will prompt you to enter a name for your workflow and select a folder to save it in.

• Name your workflow: ‘Send Automated WhatsApp Message on Stripe Payment’
• Select a folder, e.g., ‘Stripe Automations’

After naming your workflow and selecting the appropriate folder, click the ‘Create’ button. You will now see two sections: Trigger and Action, which are essential for setting up your automation.

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3. Setting Up the Trigger in Pabbly Connect

The trigger is the first step in your automation process with Pabbly Connect. Select ‘Stripe’ as your trigger application. For the trigger event, choose ‘New Charge’ to capture new payments made through Stripe.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as it will be used to connect Stripe with Pabbly Connect. Now, log into your Stripe account and navigate to the Developers section.

• Go to ‘Event Destinations’ under Developers
• Click ‘Add Endpoint’ and paste the webhook URL
• Select the event ‘Charge Succeeded’ to capture successful payments

After adding the endpoint, Pabbly Connect will be ready to capture responses from Stripe when a new payment occurs.

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4. Testing the Connection Between Stripe and Pabbly Connect

To ensure that your setup is working, you need to perform a test payment. Go back to your Stripe account and navigate to the Payments section. Use the payment link of your product to make a test purchase.

Fill in the required details such as email, phone number, and payment information. Once the payment is processed, return to your workflow in Pabbly Connect. You should see that it has captured the response from the test payment.

Check for ‘Charge Succeeded’ status Verify that you have received payment details like amount and customer information

Once confirmed, your trigger setup is complete, and Pabbly Connect is now ready to automate WhatsApp messages.

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5. Setting Up the Action to Send WhatsApp Messages

Now, it’s time to set up the action in Pabbly Connect. Select ‘AI Sensei’ as your action application and choose the event ‘Send Template Message’. This action will use the message template you created for WhatsApp notifications.

To connect AI Sensei with Pabbly Connect, you will need your API key. Log into your AI Sensei account, navigate to the Manage section, and copy your API key. Paste this key into the connection window in Pabbly Connect.

Create a campaign in AI Sensei for sending messages Map customer data from Stripe to the WhatsApp message template

After filling in the necessary details and mapping the data, click the ‘Save and Send Test Request’ button. You should receive a WhatsApp message confirming the order, indicating that the automation is successful.

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Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages for Stripe payments using Pabbly Connect. By following these steps, you can enhance customer communication and streamline your order confirmation process effortlessly.

Learn how to automate WhatsApp messages for successful Instamojo payments using Pabbly Connect. Follow this step-by-step 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

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1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages for successful Instamojo payments, first, access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in to your account. If you’re new, you can sign up for free and receive 100 tasks monthly.

Once logged in, navigate to the dashboard. You will see all your applications. Click on the Pabbly Connect icon to open the integration platform and start creating your workflow.

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2. Creating a Workflow in Pabbly Connect

To create an automation workflow in Pabbly Connect, click on the top right corner button labeled “Create Workflow”. A dialog box will appear asking for a workflow name and folder selection. Name your workflow something like ‘Send Automated WhatsApp Message on Successful Instamojo Payment’.

• Select the appropriate folder to save your workflow.
• Click the create button to finalize the workflow setup.

After creating the workflow, you will see two windows: one for the trigger and another for the action. The trigger is the event that starts the automation, while the action is what happens as a result. This setup is crucial for your automation process.

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3. Setting Up the Trigger with Instamojo

In this step, you will set up the trigger in Pabbly Connect to capture successful payments from Instamojo. Select ‘Instamojo V1’ as the trigger application. Choose the trigger event as ‘New Sale’. This allows Pabbly Connect to capture responses whenever a new payment is made.

After selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL to connect your Instamojo account. Now, go to your Instamojo account, navigate to the page settings of the course you are selling, and find the option for webhooks.

• Toggle the webhook option on.
• Paste the copied webhook URL and select ‘Successful Payments’ as the information to be sent.

Save the changes and return to your Pabbly Connect workflow. You should see a message indicating that it is waiting for a webhook response.

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4. Testing the Integration

Now that the trigger is set up, it’s time to test the integration. Create a test payment using the Instamojo page linked to your Pabbly Connect workflow. Fill in the required details and complete the payment process.

Once the payment is successful, return to your Pabbly Connect workflow. You should see that the webhook has captured the payment response, including details like payment amount, course name, and student information.

This confirms that your Instamojo account is successfully connected to Pabbly Connect. You can now proceed to set up the action step to send WhatsApp messages.

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5. Sending WhatsApp Messages Using AI Sensei

The final step is to configure the action in Pabbly Connect to send WhatsApp messages. Select ‘AI Sensei’ as the action application and choose ‘Send Template Message’ as the action event. This will allow you to send a predefined message to students after their payment is confirmed.

To connect AI Sensei with Pabbly Connect, you will need an API key from your AI Sensei account. Go to the manage option in AI Sensei, find the API key section, and copy the key. Paste it into Pabbly Connect to establish the connection.

Create a campaign for your message template in AI Sensei. Map the necessary data fields such as student name and course name from the previous payment response.

Once everything is set up, send a test request to verify that the WhatsApp message is being sent correctly. Check your WhatsApp to confirm receipt of the message.

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Conclusion

By following these steps, you can successfully automate WhatsApp messages for successful Instamojo payments using Pabbly Connect. This integration enhances communication with students and streamlines your enrollment process, ensuring timely notifications and improved customer service.

Learn how to set up a webhook inside Runrun.it using Pabbly Connect to automate your workflow with Google Sheets, Slack, and more. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect and Webhook Setup

In this tutorial, we will explore how to set up a webhook inside Runrun.it using Pabbly Connect. This integration allows you to automate your workflow effectively. By connecting Runrun.it with various applications, you can streamline your task management and enhance productivity.

Runrun.it is a comprehensive work management platform that helps businesses manage tasks, projects, and workflows. With Pabbly Connect, you can easily connect Runrun.it to other applications like Google Sheets, Slack, and more to automate repetitive tasks seamlessly.

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2. Setting Up the Trigger in Pabbly Connect

To begin, log into your Pabbly Connect account and create a new workflow. This workflow will consist of a trigger and an action. The trigger will be set to capture an event from Runrun.it.

Follow these steps to set up the trigger:

• Select Runrun.it as your trigger application.
• Choose the trigger event, such as ‘Task Created’.
• Click on ‘Save and Continue’ to proceed.

By setting up this trigger, you ensure that every time a new task is created in Runrun.it, it will initiate the workflow in Pabbly Connect.

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3. Configuring the Webhook Inside Runrun.it

Next, we will configure the webhook inside Runrun.it to connect with Pabbly Connect. This step is crucial for transferring data between the two applications.

Here’s how to set up the webhook:

• Go to your Runrun.it dashboard and select ‘Settings’.
• Click on ‘Integrations and Apps’ and then select ‘API and Webhooks’.
• Click on the ‘Add’ button to create a new webhook.
• Paste the webhook URL from Pabbly Connect and select the event, such as ‘Task Created’.

After saving the webhook, you will receive a confirmation that it is activated. This setup allows Runrun.it to send data to Pabbly Connect whenever a specified event occurs.

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4. Testing the Integration Between Runrun.it and Pabbly Connect

With the webhook set up, it’s time to test the integration. You need to create a new task in Runrun.it to verify that the data is sent to Pabbly Connect.

To test the integration, follow these steps:

Navigate to the ‘New Task’ section in Runrun.it. Fill in the task details such as title, description, and due date. Click on ‘Save and Create’ to submit the task.

Once the task is created, return to Pabbly Connect to see if the webhook response has been captured successfully. This response will include all the task details you just entered.

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5. Finalizing the Automation with Pabbly Connect

After successfully testing the webhook, you can now finalize your automation by adding actions in Pabbly Connect. This allows you to send the task details to other applications like Google Sheets or Slack.

To add actions, follow these steps:

Select the action application, such as Google Sheets. Choose the action event, like ‘Add Row’. Map the fields from the webhook response to the Google Sheets columns.

By completing these steps, you create a seamless workflow where every new task in Runrun.it automatically updates your Google Sheets, enhancing your task management process through Pabbly Connect.

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Conclusion

Setting up a webhook inside Runrun.it using Pabbly Connect allows you to automate your workflow effectively. This integration not only saves time but also enhances productivity by connecting multiple applications seamlessly.

Learn how to automate the integration of LinkedIn Lead Gen Forms with MongoDB using Pabbly Connect. Step-by-step guide to streamline your 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

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1. Setting Up Pabbly Connect for Automation

To begin integrating LinkedIn Lead Gen Forms with MongoDB, you must first access Pabbly Connect. This platform allows you to automate workflows seamlessly. Start by signing up for a free account on Pabbly Connect, which only takes a couple of minutes.

Once logged into your Pabbly Connect dashboard, you can create your first automation workflow. Click on the ‘Create Workflow’ button, name your workflow (e.g., ‘LinkedIn Lead Ads to MongoDB’), select a folder, and hit ‘Create’ to proceed.

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2. Setting Up the Trigger with LinkedIn Lead Gen Form

The next step is to set up the trigger for your automation. In the trigger window of Pabbly Connect, search for ‘LinkedIn Lead Gen Form’ and select it. Choose the trigger event as ‘New Lead Gen Form Response’ to capture new leads effectively.

• Select your LinkedIn account.
• Choose the specific lead form from which you want to capture leads.
• Click on ‘Save and Send Test Request’ to verify the connection.

After setting up the trigger in Pabbly Connect, generate a test lead in your LinkedIn Lead Gen Form. Once the lead is submitted, go back to Pabbly Connect and click ‘Save and Send Test Request’ to receive the lead details.

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3. Connecting MongoDB to Pabbly Connect

Now that you have your trigger set up, the next step is to connect your MongoDB account to Pabbly Connect. In the action window, search for ‘MongoDB’ and select it. Choose the action event as ‘Create Record’ to add new leads to your database.

Click on ‘Connect’ and then select ‘Add New Connection’. You will need to enter your MongoDB connection string, which includes your username, password, and the database name. This connection string is crucial for Pabbly Connect to communicate with your MongoDB database.

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4. Mapping Lead Details to MongoDB

After successfully connecting MongoDB to Pabbly Connect, you will need to map the lead details from LinkedIn to your MongoDB collection. Specify the collection name where you want to store the lead data.

• Map the fields such as first name, last name, email, phone number, and company name.
• Use the dropdown to select the corresponding data from the LinkedIn response.
• Click ‘Save and Send Test Request’ to verify that the data is correctly added to MongoDB.

After mapping the fields, you can check your MongoDB database to ensure that the new lead details are stored correctly. This confirms that your automation is functioning as expected through Pabbly Connect.

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5. Conclusion

In this tutorial, we explored how to integrate LinkedIn Lead Gen Forms with MongoDB using Pabbly Connect. By following these steps, you can automate lead management efficiently. This integration allows for seamless data transfer and enhances your marketing efforts.

Using Pabbly Connect not only simplifies the process but also saves time, ensuring that your leads are captured and stored without manual intervention. Start automating your workflows today!

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Learn how to integrate India M with Salesforce using P Connect for seamless lead management. Follow this detailed tutorial for step-by-step instructions. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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Setting Up India M Integration with Salesforce

Integrating India M with Salesforce is essential for managing leads effectively. This integration allows you to automatically add new inquiries into your Salesforce CRM, streamlining your sales process.

To start, you need to create a connection between India M and Salesforce using P Connect. This process requires no coding skills and can be done quickly. Here’s how:

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Creating a Workflow in P Connect

To create a workflow in P Connect, first log into your account. Once you are on the dashboard, click on the ‘Create Workflow’ button. This will open a new window where you can name your workflow.

Choose a name that reflects your objective, such as ‘Add India M Leads to Salesforce’. After naming your workflow, select the folder where you want to save it. Then, click on the ‘Create’ button to proceed to the main workflow window.

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

In this window, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the workflow, while the action is what happens as a result. Set up your trigger first by selecting India M as the application.

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Configuring Trigger and Action Steps

After selecting India M, choose the trigger event as ‘New Leads’. This event will activate the workflow whenever a new lead is generated in India M. Next, you need to connect India M with P Connect using the webhook URL.

Copy the webhook URL from P Connect and navigate to your India M account. In the lead manager, find the option for ‘Import/Export Leads’ and select ‘Push API’. Here, you will create a new integration by pasting the copied webhook URL.

• Open ‘Lead Manager’ in India M.
• Select ‘Push API’ to create a new integration.
• Paste the copied webhook URL.

Once the integration is set up, click on ‘Save Details’ and generate an OTP. Enter the OTP to finalize the connection. This step ensures that India M can send lead information to P Connect.

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Automating Lead Creation in Salesforce

Now that you have set up the trigger, the next step is to configure the action. Click on the action step and search for Salesforce. Select it as your action application and choose the action event ‘Create Lead’.

Connect your Salesforce account with P Connect by clicking on ‘Add New Connection’ and allowing access. Once connected, you will need to map the lead details from India M to the fields in Salesforce.

Select ‘Create Lead’ as your action event. Connect to your Salesforce account. Map the lead details from India M to Salesforce.

Fill in the required fields using the data received from India M. This includes the sender’s name, company name, phone number, and inquiry message. Once all fields are mapped, click on ‘Save and Send’ to complete the setup.

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Testing the Integration

After setting up the integration, it’s crucial to test it to ensure everything works smoothly. Generate a test lead in India M to see if the details are correctly sent to Salesforce.

Check your Salesforce account to confirm that the test lead appears with the correct information. This final verification step ensures that your automation is functioning as intended.

Once confirmed, you will have successfully integrated India M with Salesforce using P Connect. This integration will save you time and reduce manual data entry, making your lead management process much more efficient.

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Conclusion

Integrating India M with Salesforce using P Connect streamlines lead management by automating the process of adding new inquiries. This setup not only saves time but also enhances the accuracy of data entry.

Now you can easily manage your leads from India M directly within Salesforce, ensuring that no lead is missed and every inquiry is tracked effectively. Start automating your lead management today for a more efficient workflow.

Learn how to integrate API with Trigger Using Pabbly Connect to send WhatsApp messages automatically for new leads from India M. Follow our detailed tutorial! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up Trigger with API for New Leads

To integrate API with Trigger, the first step is setting up the trigger for new leads. The trigger application used here is India M, which will notify us of new inquiries. This integration will allow us to automatically send WhatsApp messages to potential customers. using Pabbly Connect

To do this, log into your P Connect Now account and create a new workflow. Select India M as your trigger application and choose ‘New Leads’ as the trigger event. After that, connect the India M application with P Connect Now using the provided webhook URL.

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2. Connecting India M to P Connect Now

Connecting India M to P Connect Now is crucial for automating the process. First, copy the webhook URL generated in P Connect Now. Next, go to your India M account, navigate to the Lead Manager, and click on the import/export leads option. using Pabbly Connect

• Select ‘Push API’ for integration.
• Paste the webhook URL in the listener URL field.
• Fill in the CRM platform name as P Connect.

After completing these steps, save the integration. This connection will ensure that every new inquiry from India M is sent to P Connect Now, allowing for seamless automation.

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3. Automating WhatsApp Messages with AI Sensei

To send automated WhatsApp messages to leads, we will use AI Sensei as the action application. After setting up the trigger, the next step is to configure the action in P Connect Now. Select WhatsApp by AI Sensei as the action application and choose ‘Send Template Message’ as the action event. using Pabbly Connect

Connect WhatsApp by AI Sensei with P Connect Now by entering the API key from your AI Sensei account. This key is essential for authenticating the connection and ensuring that messages can be sent to leads effectively.

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4. Creating Template Messages for Leads

Creating a template message is vital for personalizing communication with leads. In AI Sensei, navigate to the template section and create a new template for your inquiries. Ensure that your template includes placeholders for variables like customer name to personalize each message. using Pabbly Connect

Once the template is created, you need to get it approved by AI Sensei. After approval, you can use this template in your live campaign for sending messages to leads from India M.

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5. Finalizing the Automation Workflow

After setting up the trigger and action, it’s time to finalize your automation workflow. Go back to P Connect Now, and in the action step, input the details from the India M response, including the mobile number and customer name. This mapping ensures that each lead receives a personalized message. using Pabbly Connect

Once everything is set up, save your workflow. Now, every time a new lead comes in from India M, an automated WhatsApp message will be sent to that lead, enhancing customer engagement and improving response times.

Conclusion

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

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With this integration, you can efficiently manage new leads and inquiries from India M, ensuring prompt communication through WhatsApp. Using API with Trigger and P Connect Now streamlines your workflow and enhances customer experience.

Learn how to integrate Elementor with Pipe Drive using Pabbly Connect for seamless lead management. Follow this detailed tutorial for step-by-step instructions. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Elementor with Pipe Drive, first, access Pabbly Connect. This platform allows seamless connectivity between various applications. Visit the Pabbly Connect website, where you can sign in or sign up for free to explore its features.

After signing in, you will find the dashboard with options to create workflows. This is where you will set up your integration between Elementor and Pipe Drive. By utilizing Pabbly Connect, you can automate the process of adding leads to your sales pipeline effortlessly.

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2. Creating a New Workflow in Pabbly Connect

Next, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. Name your workflow something descriptive like ‘Create Pipe Drive Person on Elementor Form Submission’.

• Select a folder to organize your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

With your workflow created, you can now set the trigger and action. This is essential for automating the process of capturing form submissions and adding them to Pipe Drive using Pabbly Connect.

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3. Setting Up the Trigger with Elementor

In this step, you will set the trigger application as Elementor in Pabbly Connect. Choose the event ‘New Form Submission’ to ensure that every time a form is submitted, it triggers the workflow.

After selecting the trigger, you will receive a webhook URL from Pabbly Connect. This URL needs to be integrated into your Elementor form. Copy this URL and proceed to your WordPress dashboard.

• Edit your form using Elementor.
• In the ‘Actions After Submit’ section, select ‘Webhook’ and paste the copied URL.

This connection allows Pabbly Connect to receive data from your Elementor form, automating the lead capture process effectively.

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4. Adding Action to Create a Person in Pipe Drive

Now that your trigger is set up, it’s time to add the action to create a new person in Pipe Drive using Pabbly Connect. Select Pipe Drive as the action application and choose the event ‘Create Person’.

You will need to connect your Pipe Drive account to Pabbly Connect. To do this, enter your Pipe Drive API token, which you can find in your Pipe Drive account settings under ‘API’. Paste this token back into Pabbly Connect to establish the connection.

Map the fields from your Elementor form submission to the corresponding fields in Pipe Drive. Ensure to include name, email, and phone number for complete lead information.

This mapping ensures that every new form submission automatically creates a person in Pipe Drive, streamlining your sales process through Pabbly Connect.

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5. Testing and Finalizing Your Integration

After setting everything up, it’s essential to test your integration. Go back to your Elementor form and submit a test entry. Ensure you fill out all required fields accurately.

Once you submit the form, check your Pipe Drive account to confirm that a new person has been created with the details you entered. This verification step is crucial to ensure that Pabbly Connect is functioning as expected and that leads are being captured correctly.

If the test is successful, your integration is complete! You can now rely on Pabbly Connect to automate the addition of new leads from Elementor to Pipe Drive, allowing you to focus on closing deals without manual data entry.

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Conclusion

In this tutorial, we explored how to integrate Elementor with Pipe Drive using Pabbly Connect. By following these steps, you can automate lead management efficiently. With this setup, you can streamline your sales process and focus more on converting leads into customers.

Learn how to automate Airtable record creation from Google Forms submissions using Pabbly Connect. Step-by-step guide with exact processes and UI details. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect and Google Forms Integration

Pabbly Connect is a powerful tool that automates workflows by connecting different applications. In this tutorial, we will use Pabbly Connect to integrate Google Forms with Airtable, allowing us to create a new record in Airtable for every form submission. This integration streamlines the process of managing inquiries for businesses.

Using Google Forms to collect data is common, especially for event management companies. By automating the record creation process in Airtable through Pabbly Connect, you can save time and ensure that all client inquiries are organized efficiently.

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2. Setting Up Your Google Form

To begin, create a Google Form that collects the necessary information from clients. Ensure your form includes fields like name, email, phone number, event type, event date, and any additional services required. This data will be sent to Airtable via Pabbly Connect.

Once your Google Form is ready, you need to link it to a Google Sheets document to capture responses. Follow these steps:

• Open your Google Form and navigate to the Responses tab.
• Click on the ‘Link to Sheets’ option to create a new spreadsheet.
• Ensure the last field in your form is marked as required.

After completing these steps, your Google Form will be connected to Google Sheets, and responses will be automatically recorded in the spreadsheet. This setup is crucial for the next steps involving Pabbly Connect.

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3. Connecting Google Sheets to Pabbly Connect

Next, you need to connect your Google Sheets to Pabbly Connect to automate the process of sending data to Airtable. Start by installing the Pabbly Connect Webhooks add-on in Google Sheets. Here’s how:

After installing the add-on, refresh your Google Sheets. Then, access the add-on by clicking on Extensions > Pabbly Connect Webhooks > Initial Setup. Here, you will enter the webhook URL provided by Pabbly Connect.

• Copy the webhook URL from your Pabbly Connect workflow.
• Set the trigger column to the last column of your data (e.g., Column G).
• Click on Submit to save the settings.

This configuration allows Pabbly Connect to listen for new responses in your Google Sheets and act accordingly by sending data to Airtable.

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4. Creating a New Record in Airtable via Pabbly Connect

After setting up Google Sheets, the next step is to configure Pabbly Connect to create a new record in Airtable whenever a new Google Forms submission is received. Start by selecting Airtable as the action application in your Pabbly Connect workflow.

Choose the action event as ‘Create Record’. Then, connect your Airtable account by granting access to Pabbly Connect. After connecting, select the appropriate base and table where you want to store the data.

Map the fields from Google Sheets to Airtable: Name, Mobile Number, Email, Event Type, Event Date, and Additional Services. Ensure that the data mapping is dynamic to capture new submissions. Click on Save and Send Test Request to verify the integration.

This process ensures that every new response from Google Forms creates a corresponding record in Airtable, streamlining the management of inquiries.

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5. Testing the Automation and Conclusion

To test your automation, submit a new entry through your Google Form. After submission, check your Google Sheets to confirm that the response was recorded. Next, verify in Airtable that a new record has been created based on the submitted data.

This testing phase is crucial to ensure that Pabbly Connect is functioning correctly and that your automation is set up as intended. If everything is working, you have successfully integrated Google Forms with Airtable using Pabbly Connect.

In summary, this tutorial demonstrated how to automate the creation of Airtable records from Google Forms submissions using Pabbly Connect. This integration helps businesses manage inquiries efficiently, ensuring that no opportunity is missed.

Conclusion

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

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Learn how to automate Google Form submissions to your CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin automating Google Form submissions to your CRM, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect homepage by entering Pabbly.com/connect. Here, you can either sign in if you are an existing user or click on ‘Sign up for free’ to create a new account.

Once signed up, you will receive 100 free tasks each month to explore the features of Pabbly Connect. After logging in, you will find the dashboard where you can create and manage your workflows. Click on the ‘Create Workflow’ button to start the automation process.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Google Forms with your CRM, Flo. After clicking on ‘Create Workflow,’ a dialog box will prompt you to name your workflow. Enter a descriptive title such as ‘Create Flo Contact on Google Form Submission’ and select a folder for organization. using Pabbly Connect

• Name your workflow clearly.
• Select an appropriate folder for your automation.
• Click ‘Create’ to proceed to the next step.

After naming your workflow, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. For this automation, select Google Forms as the Trigger application and Flow as the Action application.

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3. Setting Up the Trigger with Google Forms

Now that you have set up the workflow, it’s time to configure the trigger. Select Google Forms as your trigger application and choose the event ‘New Response Received’. This event will activate whenever a new form submission occurs.

After selecting the trigger event, you will be provided with a webhook URL. Copy this URL as you will need to insert it into your Google Form to establish a connection. This step is crucial as it allows Pabbly Connect to receive the data submitted through the form.

• Select the ‘New Response Received’ event.
• Copy the webhook URL provided by Pabbly Connect.
• Insert this URL in your Google Form settings.

This connection will enable Pabbly Connect to capture responses in real-time, allowing you to automate the entire process without manual input.

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4. Linking Google Forms to Google Sheets

To ensure that responses from Google Forms are recorded, link your form to Google Sheets. In the Google Forms interface, navigate to the Responses tab and click on ‘View in Sheets’. If prompted, create a new sheet to capture the form responses.

After linking Google Sheets, you will need to install the Pabbly Connect Webhooks add-on. This add-on allows Google Sheets to send data to Pabbly Connect. Once installed, go to Extensions, select Pabbly Connect Webhooks, and set up the initial configuration by entering the webhook URL and specifying the trigger column.

Navigate to the Responses tab in Google Forms. Create a new Google Sheet to store responses. Install the Pabbly Connect Webhooks add-on from the Google Workspace Marketplace.

By completing these steps, you ensure that every form submission is logged in Google Sheets, which can then be sent to Pabbly Connect for processing.

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5. Creating a Contact in Flo CRM

With the trigger set and Google Sheets linked, it’s time to configure the action that will create a contact in your Flo CRM. Select Flo as the action application and choose the ‘Create Contact’ event. Connect your Flo account by entering the necessary API key and account URL.

Once connected, map the fields from the Google Sheets response to the corresponding fields in Flo. This includes the first name, last name, email, and other relevant details. By mapping these fields, Pabbly Connect will automatically create a new contact in Flo every time a Google Form is submitted.

Select the ‘Create Contact’ action event. Connect your Flo account using the API key and account URL. Map the Google Sheets fields to Flo contact fields.

After saving your workflow, every new form submission will automatically create a contact in Flo, streamlining your lead management process significantly. This integration showcases the power of Pabbly Connect in automating repetitive tasks.

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Conclusion

In this tutorial, we explored how to automate Google Form submissions to your CRM using Pabbly Connect. By following the steps outlined, you can easily streamline your lead management process and enhance efficiency in your business operations.

Learn how to integrate Zoom with Kit subscribers using Pabbly Connect. This step-by-step tutorial covers every detail for seamless automation. 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. Accessing Pabbly Connect for Integration

To start integrating Zoom and Kit subscribers, you will need to access Pabbly Connect. Begin by searching for Pabbly Connect in your browser and opening the landing page. Here, you’ll see options to sign in or sign up for free.

If you’re a new user, click on ‘Sign Up for Free’ to get started. Existing users should click on ‘Sign In’ to access their dashboard. After signing in, navigate to the Pabbly Connect application to initiate the integration process.

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2. Creating a Workflow in Pabbly Connect

Now that you are in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder for organization. For this integration, name it something like ‘Create Kit Subscriber from Zoom Registrant’ and select your preferred folder.

• Click on ‘Create’ to open the workflow window.
• In this window, you’ll set up the trigger and action for your automation.
• The trigger will be based on a new registration in Zoom.

In the workflow window, select Zoom as the trigger application. This means that whenever a new meeting registration occurs in Zoom, it will trigger the workflow in Pabbly Connect.

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3. Configuring the Zoom Trigger in Pabbly Connect

With the workflow open, select the trigger event as ‘New Meeting Registration’. Click on the connect button to link your Zoom account with Pabbly Connect. If you haven’t connected Zoom before, choose to add a new connection.

To establish this connection, you will need an API token from Zoom. Follow the instructions provided in Pabbly Connect to log into your Zoom account, navigate to the App Marketplace, and create a new app. Once done, copy the token and paste it back into Pabbly Connect.

• Log into Zoom and go to Admin > Advanced > App Marketplace.
• Create a new app and copy the provided token.
• Paste the token into Pabbly Connect to finalize the connection.

After saving the connection, Pabbly Connect will provide a webhook URL. This URL is essential for linking Zoom registrations to your workflow.

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4. Setting Up the Action in Pabbly Connect

Next, you will configure the action step in Pabbly Connect. For this, select Kit as the action application. This means that when a new registration occurs in Zoom, a new subscriber will be created in Kit.

Choose the action event as ‘Add Subscriber to Sequence’. Click connect and if necessary, add a new connection to your Kit account using the API key and secret provided in your Kit account settings. This will allow Pabbly Connect to add subscribers automatically.

Enter the API key and secret from your Kit account. Map the fields from the Zoom registration response to the Kit subscriber fields. Ensure all required fields are filled for successful subscriber creation.

After setting this up, click on ‘Save and Send Test Request’ to verify that the integration works correctly. Pabbly Connect will then attempt to create a new subscriber in Kit using the details from your Zoom registration.

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5. Testing the Integration Between Zoom and Kit

To ensure everything is configured correctly, you will need to perform a test registration in Zoom. Copy the registration link for your Zoom meeting and enter a test registrant’s details.

After successfully registering, check back in Pabbly Connect to see if the new subscriber has been created in Kit. You should see the subscriber’s details populated based on the information you entered during registration.

Ensure that the subscriber appears in your Kit account. Check that all details match what was entered during the Zoom registration. Repeat the test if necessary to confirm reliability.

By following these steps, you have successfully integrated Zoom with Kit subscribers through Pabbly Connect. This automation will allow you to streamline your marketing efforts and enhance communication with your webinar registrants.

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Conclusion

In this tutorial, we explored how to integrate Zoom with Kit subscribers using Pabbly Connect. By following the detailed steps, you can automate the process of adding new subscribers based on Zoom registrations, enhancing your marketing strategies effectively.