Author: Rajpal Tomar

Learn how to integrate Facebook Lead Ads with Google Meet using Pabbly Connect. Follow this detailed tutorial to automate your lead management process. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To begin integrating Facebook Lead Ads with Google Meet, first, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect, which will direct you to the Pabbly landing page. Here, you can either sign in or sign up for a free account, which allows you to get started with 100 free tasks per month.

After signing in, you will be taken to the dashboard. Click on the ‘Create Workflow’ button to start your integration process. This will prompt you to name your workflow, such as ‘Add Facebook Lead Ads Leads to Existing Google Meet Links’. Once named, click on ‘Create’ to proceed to the workflow setup.

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2. Defining Trigger and Action in Pabbly Connect

In this section, you will define the trigger and action for your workflow in Pabbly Connect. The first step is to select your trigger application, which will be Facebook Lead Ads. Search for it in the trigger application list and select it.

• Select ‘New Lead Instant’ as your trigger event.
• Click on ‘Connect’ to establish a connection with Facebook Lead Ads.
• Add a new connection by clicking ‘Connect with Facebook Lead Ads’.

After connecting, you will need to select your Facebook page and lead gen form. Ensure that your lead generation form is live to receive lead details. Click on the ‘Save and Send Test Request’ button to proceed and generate a sample submission of your lead form.

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3. Generating a Sample Lead for Testing

Once your trigger is set up in Pabbly Connect, you need to generate a sample lead to test the connection. Use the Meta for Developers tool to create a test lead. Navigate to the developer tools, and select the Lead Ads Debug Tool.

• Select the Facebook page you used in Pabbly Connect.
• Choose the lead form you want to test.
• Click on ‘Preview Form’ to fill out the lead details.

Fill in the required fields such as first name, last name, email, and phone number. After submitting the form, return to Pabbly Connect to see if the lead details have been captured successfully. You should see the lead information displayed in the response section.

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4. Setting Up Google Calendar Action in Pabbly Connect

Now that you have successfully captured the lead information, it’s time to set up the action in Pabbly Connect. Instead of using Google Meet directly, you will use Google Calendar to add your leads to the scheduled webinar. Search for Google Calendar in the action application list and select it.

Choose the action event ‘Add Guest to an Event’. Connect Google Calendar with Pabbly Connect by clicking ‘Add New Connection’. You will need to sign in to your Google account and grant access to Pabbly Connect. Once connected, select the calendar and the specific event where you want to add your new leads.

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5. Finalizing the Integration and Testing

After selecting your event in Google Calendar, you will need to map the email address of your lead into the guest field. This mapping allows Pabbly Connect to dynamically replace the email address with each new lead received from Facebook Lead Ads.

Once you have completed the mapping, click on ‘Save and Send Test Request’. You should receive a confirmation response indicating that your lead has been successfully added as a guest to the Google Meet link. To verify, check your Google Calendar and see the guest list for your scheduled event.

With this setup, every time you receive a new lead through Facebook Lead Ads, Pabbly Connect will automatically add them to your existing Google Meet link, streamlining your lead management process.

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Conclusion

This tutorial demonstrated how to integrate Facebook Lead Ads with Google Meet using Pabbly Connect. By following these steps, you can automate the addition of new leads to your scheduled webinars, enhancing your productivity and efficiency.

Learn how to integrate Google with Pabbly Connect for automated notifications. Follow our detailed tutorial for seamless workflows. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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1. Setting Up Google Integration with Pabbly Connect

The first step in integrating Google with Pabbly Connect is to navigate to the Pabbly Connect dashboard. Here, you will find options to create a new workflow. Begin by signing in to your Pabbly account, or sign up if you are a new user.

Once logged in, click on the ‘Create New’ button. You will be prompted to select a trigger application. In this case, select Pabbly Connect and then choose Google as your action application. This setup allows you to automate notifications through Google.

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2. Defining the Trigger Event for Google Integration

To set up the trigger event, select the ‘Stripe’ application as your trigger. This means that whenever a payment is made through Stripe, it will trigger an action in Google. You need to specify the event type that will initiate this workflow. using Pabbly Connect

• Choose the event type, such as ‘Charge Succeeded’.
• Copy the webhook URL provided by Pabbly Connect.
• Paste this URL into your Stripe account under Developer Tools.

After defining the event, test the connection to ensure that everything is set up correctly. This step is crucial for confirming that Stripe will successfully send data to Pabbly Connect, which will then notify Google.

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3. Configuring Google Notifications for Payments

Now that you have set up the trigger, it’s time to configure the action in Google. Select Google as your action application. You will need to create a new message that will be sent to your team whenever a payment is processed. using Pabbly Connect

• Enter the message you want to send, such as ‘New payment received!’.
• Map the fields from the Stripe response to the Google message fields.
• Ensure you include important details like the amount and payer’s email.

After configuring the message, save your workflow. This will allow Pabbly Connect to send notifications to Google whenever a payment is made in Stripe.

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4. Testing the Integration with Google

To ensure everything works seamlessly, perform a test payment through Stripe. This will trigger the workflow you set up in Pabbly Connect. Check your Google notifications to confirm that the message was received correctly. using Pabbly Connect

If you see the notification in Google, you have successfully integrated Stripe with Google through Pabbly Connect. If not, revisit the workflow settings to troubleshoot any issues.

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Conclusion

In this tutorial, we learned how to integrate Google with Pabbly Connect to automate notifications for Stripe payments. This integration streamlines communication and ensures your team is always informed about new transactions. By following these steps, you can enhance your workflow efficiency with Google.

Learn how to seamlessly integrate India Mart leads into Google Sheets using Pabbly Connect in this detailed tutorial. Automate your workflow effortlessly! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating India Mart leads with Google Sheets, you need to access Pabbly Connect. Simply visit the Pabbly Connect homepage by entering the URL in your browser. Here, you will find options to sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up Free’ button to create an account. Existing users can log in by clicking ‘Sign In’. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create and manage your workflows.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow, for example, ‘Add India Mart Leads to Google Sheets’.

• Click on the ‘Create’ button to initiate your workflow.
• Understand the concept of triggers and actions in automation.
• Select your trigger application as India Mart.

By setting up a trigger, you can automate the process so that whenever a new lead is generated in India Mart, it will automatically reflect in your Google Sheets.

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3. Setting Up the Trigger for India Mart

In this step, you will configure the trigger in Pabbly Connect. Select India Mart as your trigger application and choose the trigger event as ‘New Leads’. This setup ensures that every time you receive a new lead, Pabbly Connect captures it.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect your India Mart account.

• Log into your India Mart account and navigate to the Lead Manager.
• Select ‘Import Export Leads’ and then choose ‘Push API’.
• Enter Pabbly Connect as the CRM platform name and paste the webhook URL.

After entering the required details, save the settings to establish the connection between India Mart and Pabbly Connect.

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4. Adding Leads to Google Sheets

Now that your trigger is set up, it’s time to add the leads to Google Sheets using Pabbly Connect. In the action step of your workflow, select Google Sheets as your action application and choose the action event as ‘Add a New Row’.

To connect Google Sheets with Pabbly Connect, click on ‘Connect’ and select your Google account. Allow the necessary permissions for Pabbly Connect to access your Google Sheets.

Select the spreadsheet you created for India Mart leads. Map the fields from the India Mart lead response to the corresponding columns in your Google Sheets. Click on ‘Save and Send Test Request’ to verify the integration.

Once the test request is successful, you will see the new lead details populated in your Google Sheets, confirming the integration is working correctly.

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5. Conclusion: Automating Your Lead Management

In conclusion, using Pabbly Connect to integrate India Mart leads with Google Sheets streamlines your lead management process. By automating this workflow, you can efficiently manage inquiries without manual data entry.

This integration not only saves time but also helps in organizing your leads effectively, allowing you to focus on converting inquiries into bookings. Implementing this setup will enhance your business operations significantly.

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Learn how to seamlessly integrate GoTo Webinar with Elementor using Pabbly Connect in this comprehensive tutorial. Streamline your webinar registration process now! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

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Access Pabbly Connect to Start Integration

To begin this integration, you need to access Pabbly Connect. First, open your 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 are a new user, click on ‘Sign up for free’ to get started. Existing users can simply click on ‘Sign in’.

Once signed in, you will see a dashboard that displays various Pabbly applications. Click on the ‘Access Now’ button under Pabbly Connect to enter the workflow creation area. This is where you will set up the integration between Elementor and GoTo Webinar using Pabbly Connect.

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Create a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the button labeled ‘Create Workflow’. You will be prompted to enter a name for your workflow. For this integration, name your workflow something like ‘Create GoTo Webinar Registrant on Elementor Form Submission’. Choose a suitable folder to save your workflow, such as the ‘Automations’ folder.

Once you have named your workflow, click on the ‘Create’ button. This action will take you to the workflow window where you will set up your trigger and action. In this case, the trigger application will be Elementor, and the action application will be GoTo Webinar. This is crucial for automating the registration process.

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Setup Trigger with Elementor in Pabbly Connect

In the workflow window, you will first need to select Elementor as your trigger application. Search for ‘Elementor’ in the application list and select it. Next, choose the trigger event, which should be ‘New Form Submission’. This means that every time a new submission is made through your Elementor form, it will trigger the workflow.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. Copy this URL as you will use it to connect your Elementor form with Pabbly Connect. Now, log in to your Elementor account and locate the form you wish to integrate. In the form settings, navigate to the ‘Actions After Submit’ section and add a new action by selecting ‘Webhook’. Paste the copied webhook URL into the designated field.

• Log into your Elementor account.
• Edit the form you want to integrate.
• Add ‘Webhook’ as an action after submit.

Finally, click on the ‘Publish’ button to save your changes. This completes the trigger setup, allowing Pabbly Connect to listen for new form submissions.

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Set Up Action to Create Registrant in GoTo Webinar

With the trigger set up, the next step is to define the action. In the workflow window, search for ‘GoTo Webinar’ and select it as your action application. Choose the action event ‘Create Registrant’. This action will automatically add new registrants to your GoTo Webinar account whenever a form is submitted through Elementor.

Click on the ‘Connect’ button. If you have previously connected your GoTo Webinar account, you can select it from the existing connections. If not, click on ‘Add a New Connection’. You will need to provide the start and end times for the webinar in UTC format. Use an IST to UTC converter to ensure you enter the correct time.

• Select the ‘Create Registrant’ action event.
• Input the webinar start and end times in UTC format.
• Click ‘Connect with GoTo Webinar’ to finalize the setup.

Once you have entered all required information, Pabbly Connect will establish the connection between your GoTo Webinar account and your workflow, allowing for seamless registration.

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Mapping Data in Pabbly Connect

After establishing the connection, you will need to map the data received from the Elementor form submission to the fields required by GoTo Webinar. This process ensures that the information collected from your form is passed correctly to the registrant fields.

In the mapping section, you will see fields for first name, last name, and email. Instead of entering static data, use the mapping feature in Pabbly Connect to dynamically insert the data from the previous step. For example, map the first name field to the first name received from the Elementor form submission.

Map the first name, last name, and email fields. Ensure dynamic mapping to capture new submissions automatically. Click ‘Save and Send Test Request’ to finalize the mapping.

Once you click ‘Save and Send Test Request’, Pabbly Connect will process the request and create a new registrant in your GoTo Webinar account based on the submitted details.

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Conclusion

This tutorial has guided you through the process of integrating GoTo Webinar with Elementor using Pabbly Connect. By following these steps, you can automate your webinar registrations, saving time and reducing manual efforts. Now you can efficiently manage your webinar sign-ups with ease!

Learn how to integrate Zoom with Squad CRM using Pabbly Connect for seamless lead management. Follow our detailed guide 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.

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1. Accessing Pabbly Connect for Integration

To automate the process of adding Zoom meeting registrants as leads in Squad CRM, you’ll start by accessing Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly.

Open your browser and navigate to the Pabbly Connect homepage. Here, you can either sign in if you are an existing user or sign up for a free account to explore the features. Once logged in, you will see the dashboard where you can manage your integrations.

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2. Creating a Workflow in Pabbly Connect

Next, you will create a new workflow within Pabbly Connect to facilitate the integration. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

In the dialog box that appears, name your workflow, such as ‘Automatically Add Zoom Meeting Registrant as Lead in Squad CRM.’ You can also categorize your workflow by selecting a folder. If needed, you can create new folders for better organization.

• Click on ‘Create’ to finalize your workflow setup.
• Understand the principles of triggers and actions in automation.

After creating the workflow, you will see the options to set up a trigger and action, which are crucial for the automation process.

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3. Setting Up the Trigger with Zoom

Now, you will set up the trigger application as Zoom in Pabbly Connect. This step is essential for capturing new registrations automatically. Select Zoom as your trigger application.

Choose the trigger event as ‘Configure Webhook.’ This allows you to set up a webhook for the event you want to track in Zoom. Click on ‘Connect’ to establish a connection with your Zoom account.

• If you need to create a new connection, follow the on-screen instructions to obtain the necessary tokens.
• Copy the webhook URL provided by Pabbly Connect for later use.

Once the connection is established, you will configure the event subscriptions in Zoom to ensure that the webhook captures new registrations accurately.

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4. Configuring Event Subscriptions in Zoom

With the webhook URL copied from Pabbly Connect, navigate to your Zoom account settings. Here, you will set up event subscriptions to connect Zoom with Pabbly Connect effectively.

In the Zoom app marketplace, select the option to create a new app. Fill in the required fields, including the redirect URL from Pabbly Connect. After completing this step, you will receive the necessary tokens for the integration.

Enter the webhook URL in the event notification endpoint field. Select the event type as ‘Meeting Registration Created’ to ensure you receive the correct notifications.

After saving the settings, your Zoom account will now communicate with Pabbly Connect whenever a new registration occurs.

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5. Adding Leads to Squad CRM Automatically

Now that you have set up the trigger, the next step is to configure the action in Pabbly Connect. Select Squad CRM as your action application to add new leads automatically.

Choose the action event as ‘Create or Update a Lead.’ This will allow you to map the data received from Zoom into the fields required by Squad CRM.

Connect your Squad CRM account by entering the access key, secret key, and API host. Map the fields from the Zoom registration data to the corresponding fields in Squad CRM.

Once you have completed mapping, save the workflow and send a test request to ensure everything is functioning correctly. You should see a successful response indicating that a new lead has been created in your Squad CRM.

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Conclusion

In this tutorial, we explored how to integrate Zoom with Squad CRM using Pabbly Connect. By automating the process of adding registrants as leads, you can save time and improve your lead management efficiency. This integration helps streamline your workflow and enhances your ability to follow up with potential clients effectively.

Learn how to automate WhatsApp messages and emails using Pabbly Connect for seamless integration with Flexi Funnels. Step-by-step tutorial included. 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. Accessing Pabbly Connect for Integration

To start integrating WhatsApp and Gmail for automated messaging, first access Pabbly Connect. This platform allows you to connect various applications seamlessly.

Visit the Pabbly Connect homepage and sign in. If you’re a new user, you can sign up for free and explore the software with 300 tasks every month. After signing in, you will see the dashboard where you can create workflows for automation.

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2. Creating a Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to set up your automation. Name your workflow something descriptive, like ‘Send Automated WhatsApp Message and Email on Flexi Funnels Purchase’. using Pabbly Connect

• Select a folder for your automation, such as ‘Automations’.
• You can create multiple folders to organize your workflows.
• Click the ‘Create’ button to finalize your workflow setup.

This step is crucial as it sets the foundation for your automated messages. After creating the workflow, you will need to set up a trigger to initiate the automation.

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3. Setting Up the Trigger in Pabbly Connect

For this automation, the trigger application will be Flexi Funnels. Choose ‘New Purchase’ as the trigger event, which captures any new purchases made through your Flexi Funnels account.

After selecting the trigger event, you will receive a webhook URL. This URL is essential as it connects your Flexi Funnels account to Pabbly Connect.

• Copy the webhook URL provided by Pabbly Connect.
• Go to your Flexi Funnels account and set the webhook URL in the product settings under ‘Set Rules’.
• Save the changes to ensure the webhook is active.

After setting up the webhook, you can test the integration by making a test purchase in your Flexi Funnels account.

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4. Sending WhatsApp Messages Using Pabbly Connect

Now that the trigger is set up, the next step is to send an automated WhatsApp message using WhatsApp by AI Sensi. Select it as your action application in Pabbly Connect.

Choose the action event as ‘Send Template Message’. To connect your WhatsApp account, you will need to enter the API key from your WhatsApp by AI Sensi account into Pabbly Connect.

Enter the campaign name and map the customer’s phone number from the Flexi Funnels response. Utilize the template parameters to customize the message. Save and send the request to send the WhatsApp message.

After completing these steps, you will receive a confirmation that the WhatsApp message was successfully sent to the customer, enhancing their post-purchase experience.

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5. Sending Emails Using Pabbly Connect

Following the WhatsApp message, we need to send an automated email using Gmail. Select Gmail as your action application in Pabbly Connect.

Choose the action event as ‘Send Email’. You will need to connect your Gmail account to Pabbly Connect by allowing access. After connecting, you can customize the email subject and body.

Map the recipient’s email address from the Flexi Funnels response. Enter a personalized email content that thanks the customer for their purchase. Save and send the email request to complete the automation.

After these steps, the customer will receive a thank-you email, further solidifying their relationship with your business.

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Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages and emails using Pabbly Connect. By integrating Flexi Funnels with WhatsApp and Gmail, you can enhance customer engagement and streamline communication effectively.

Learn how to automate the process of adding leads from Trigger to Google Sheets using Pabbly Connect. Step-by-step guide included! Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

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1. Integrating Trigger with URL for Lead Management

The integration of Trigger with URL is essential for managing leads effectively. By connecting these applications, you can automate the process of recording inquiries received through Trigger. This setup will ensure that every new lead is documented in your Google Sheets automatically.

To begin, you will need to access your Trigger account and navigate to the lead management section. For this integration, it is crucial to have your Google Sheets ready to receive data. This connection will allow for seamless tracking of inquiries and follow-ups.

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2. Setting Up Pabbly Connect for Automation

To set up automation between Pabbly Connect, Trigger, and Google Sheets, start by visiting the Pabbly Connect website. Log in or sign up for a new account. Once logged in, click on the ‘Create Workflow’ button to begin the setup process.

• Name your workflow according to your objective.
• Select the appropriate folder for saving your workflow.
• Choose Trigger as your application and set the event to New Leads.

After setting up your trigger, you will need to connect Trigger with Pabbly Connect using the provided webhook URL. This URL acts as a bridge between the two applications, enabling data transfer whenever a new lead is generated.

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3. Configuring the Integration with India Mart

To configure the integration with India Mart, navigate to the Lead Manager section in your India Mart account. Click on the hamburger icon and select the ‘Import/Export Leads’ option. Here, you will use the Push API to connect India Mart with Pabbly Connect.

In the Push API settings, you will need to fill in the required fields. For the source, select the option for other, and enter ‘Pabbly Connect’ as your CRM platform name. Then paste the webhook listener URL you copied from Pabbly Connect.

• Click the ‘Generate OTP’ button to create an OTP for verification.
• Fill in the OTP to finalize the connection.
• Save your settings to complete the integration.

Once the integration is successfully set up, Pabbly Connect will wait for a response from India Mart. To test this, generate a test inquiry to ensure everything is functioning correctly.

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4. Adding New Leads to Google Sheets

After confirming that your integration is working, it’s time to set up the action to add new leads to Google Sheets. In Pabbly Connect, select Google Sheets as your action application and choose the event ‘Add New Row’.

You will need to connect your Google Sheets account by signing in and allowing access. Once connected, select the specific spreadsheet where you want to store the inquiries. Make sure your Google Sheets has the necessary columns to receive the data from Trigger.

Map the fields from the Trigger response to the corresponding columns in Google Sheets. Ensure that each inquiry detail is correctly matched to its respective column. Test the setup by sending a test inquiry through Trigger.

Once you have mapped all the details, save the workflow and send a test data to see if it appears correctly in your Google Sheets.

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5. Conclusion: Streamlining Your Lead Management

In conclusion, integrating Trigger with URL and automating the process with Pabbly Connect significantly enhances your lead management. By following the steps outlined, you can ensure that all inquiries from Trigger are automatically recorded in Google Sheets, simplifying your workflow.

This automation not only saves time but also improves accuracy in tracking leads. With the right setup, you can focus more on converting leads rather than managing them manually.

Learn how to integrate API with India to send WhatsApp messages automatically using AI Sensei, P Connect Now, and more in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

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Setting Up Integration Between API and India M

Integrating API with India M allows businesses to send WhatsApp messages automatically. This process begins with accessing P Connect Now, a powerful tool for automation. You can easily create connections between applications without needing coding skills.

To set up the integration, follow these steps:

• Open your browser and navigate to P Connect Now.
• Sign up for a new account or log in if you already have one.
• Create a new workflow and name it according to your objective.

Once you have set up your workflow, you will need to define the trigger. The trigger will be based on new leads from India M. This means every time you receive a new inquiry, the automation will activate.

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Configuring the Trigger for New Leads in India M

The next step involves configuring the trigger for new leads in India M. You will need to select the trigger application, which is India M, and set the event to ‘New Leads.’ This step ensures that the workflow will respond every time a new lead is generated.

After selecting the trigger, you will need to connect the application using a VAB URL, which serves as a bridge between India M and P Connect Now. Follow these steps to connect:

• Copy the VAB URL provided in P Connect Now.
• Log into your India M account and navigate to Lead Manager.
• Create a push API integration and paste the copied VAB URL into the listener URL field.

Completing these steps will connect India M with P Connect Now, allowing for seamless data transfer whenever a new lead is generated.

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Integrating WhatsApp Using AI Sensei

To send automated messages via WhatsApp, you will utilize AI Sensei. This integration allows you to send personalized messages to leads received from India M. Start by selecting WhatsApp as your action application in P Connect Now.

Follow these steps to configure WhatsApp integration:

Select the action event as ‘Send Template Message’. Connect to WhatsApp by entering your API key from AI Sensei. Map the lead details from India M to the WhatsApp message template.

Once these configurations are complete, you will be able to send personalized WhatsApp messages automatically to every new lead that comes in through India M.

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Testing the Automation Workflow

After setting up the integration, it is essential to test the automation workflow to ensure everything is functioning correctly. You can generate a test lead in India M to see if the WhatsApp message is sent successfully.

Here’s how to test your automation:

Create a test lead in India M using the test lead feature. Check P Connect Now for the response from the test lead. Verify that the WhatsApp message has been sent to the test lead’s number.

Once you confirm that the message has been sent, your automation is ready to go live. This immediate engagement with leads enhances customer relations and boosts sales potential.

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Conclusion

In conclusion, integrating API with India using P Connect Now and AI Sensei allows businesses to automate sending WhatsApp messages to new leads. This automation enhances customer engagement and improves overall business efficiency.

Learn how to automate Zoom registration details into Notion with Pabbly Connect. Step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating Zoom registration details into Notion, you need to access Pabbly Connect. Open your browser and search for ‘Pabbly Connect’. You will see options to sign in or sign up.

If you are a new user, click on ‘Sign Up for Free’ to get started with 100 tasks free every month. For existing users, simply click on ‘Sign In’ to access your Pabbly Connect dashboard.

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2. Creating a New Workflow in Pabbly Connect

Once logged in, navigate to your dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter a name like ‘Automatically Add Zoom Registration Details in Notion’ and select a folder to save it in.

• Click on ‘Create’ to open the workflow window.
• In this window, you will set up a trigger and an action.
• Choose Zoom as the trigger application.

After selecting Zoom, you will need to choose a trigger event. For this integration, select ‘Configure Webhook’ and click on ‘Connect’. This will set up the connection between Zoom and Pabbly Connect.

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3. Setting Up Zoom for Pabbly Connect

To connect Zoom with Pabbly Connect, you will need to create an app in the Zoom App Marketplace. Log into your Zoom account and navigate to the Admin section, then click on ‘App Marketplace’.

• Select ‘Develop’ and then ‘Build App’.
• Choose ‘JWT’ as the app type and click on ‘Create’.
• Fill in the app name and add the redirect URL provided by Pabbly Connect.

After creating the app, you will receive a secret token. Copy this token and paste it into the Pabbly Connect workflow to finalize the connection.

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4. Connecting Notion in Pabbly Connect

Now that Zoom is connected, the next step is to integrate Notion. In your Pabbly Connect workflow, select Notion as the action application. Choose ‘Create Database Item’ as the action event. using Pabbly Connect

If you haven’t connected Notion yet, click on ‘Add New Connection’. Authorize Pabbly Connect to access your Notion account. Select the database where you want to store Zoom registration details.

Map the fields from your Zoom registration to the corresponding fields in Notion. This ensures that every new registration is automatically added to your Notion database.

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5. Testing the Integration

To ensure everything is working correctly, perform a test registration on Zoom. Fill in the registration form with dummy details and submit it. Pabbly Connect will capture this data and send it to Notion.

After submitting the test registration, check your Notion database to confirm that the new registrant’s details have been added. You should see the name, email, phone number, and session topic populated correctly.

This confirms that the integration between Zoom and Notion through Pabbly Connect is functioning as intended. You can now manage your registrants efficiently and automate future registrations seamlessly.

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, integrating Zoom with Notion using Pabbly Connect allows for efficient management of registration details. Follow these steps to automate your workflow and keep your data organized for quick follow-ups.

Learn how to integrate Google Forms with Keep using Pabbly Connect. Follow this detailed tutorial for seamless automation of your contact management. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Google Forms with Keep, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page, where you will find options to sign in or sign up.

If you are a new user, click on ‘Sign up for free’ to create your account. Existing users can click on ‘Sign in’ to access their dashboard. Once logged in, locate the Pabbly Connect app and click on ‘Access Now’ to start your integration journey.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. You can name it something like ‘Google Forms to Keep Integration’.

• Choose a name that reflects the purpose of the workflow.
• Select a folder to save your workflow for easy access.

Once you have named your workflow, click on ‘Create’. This action opens the workflow window, where you will set the trigger and action for your automation.

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3. Setting Up the Trigger in Pabbly Connect

In the workflow window, you need to define the trigger. For this integration, select ‘Google Forms’ as your trigger application. The event you will choose is ‘New Response Received’. This means that the workflow will be activated whenever a new submission is made in your Google Forms.

Upon selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be essential for linking Google Forms to your Pabbly Connect workflow.

• Ensure that the last question in your Google Form is marked as required.
• Navigate to the Responses tab in Google Forms and create a linked Google Sheet.

After linking your Google Form to a Google Sheet, you will set up the Pabbly Connect webhook in the Google Sheets add-on.

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4. Linking Google Sheets with Pabbly Connect

To connect Google Sheets with Pabbly Connect, open the linked sheet and navigate to Extensions > Add-ons > Get Add-ons. Search for the Pabbly Connect add-on and install it if you haven’t done so already. After installation, refresh your Google Sheet to see the Pabbly Connect options.

Once refreshed, go to Extensions > Pabbly Connect Webhooks and select the ‘Initial Setup’ option. Here, you will need to enter the sheet name, paste the webhook URL you copied earlier, and specify the trigger column, which should be the final data column in your sheet.

Enter the sheet name that corresponds to your Google Form. Paste the copied webhook URL from Pabbly Connect. Set the trigger column, typically the last column where data will be entered.

After completing these steps, click on ‘Submit’ to finalize the connection between Google Sheets and Pabbly Connect.

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5. Setting Up the Action to Create or Update Keep Contacts

With the trigger successfully set, the next step is to define the action in Pabbly Connect. Select ‘Keep’ as your action application and choose the event ‘Create or Update a Contact’. This action will ensure that every new form submission results in a corresponding contact being created or updated in your Keep account.

Upon selecting Keep, you will need to connect your Keep account to Pabbly Connect. Click on ‘Add New Connection’ and follow the prompts to authorize Pabbly Connect to access your Keep account. Make sure to allow all necessary permissions for a smooth integration process.

Map the email field from the Google Forms submission to the corresponding field in Keep. Ensure that required fields such as first name and last name are also mapped correctly. Test the workflow by submitting a new response in Google Forms.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to check if the contact is created in Keep. If successful, you will see the new contact in your Keep account, confirming that the integration is working as intended.

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Conclusion

In this tutorial, we successfully integrated Google Forms with Keep using Pabbly Connect. By following these steps, you can automate the process of creating or updating contacts based on form submissions, enhancing your lead management efficiency.

Pabbly Connect serves as a powerful integration platform, enabling seamless connections between various applications, including Google Forms and Keep. This automation can significantly improve your business processes and lead follow-ups.