Author: Rajpal Tomar

Learn how to automate user enrollment in Graphy from Tally Forms responses and send WhatsApp messages using Pabbly Connect in this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating user enrollment in Graphy using Tally Forms responses, first access Pabbly Connect. This platform allows seamless integration between multiple applications without any coding.

Visit the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. If you are a new user, sign up for free to receive 100 tasks monthly. Existing users can simply sign in to access their dashboard.

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2. Creating a Workflow in Pabbly Connect

Next, create a new workflow within Pabbly Connect to automate the integration. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create and Enroll Users in Graphy from Tally Forms Response and Send WhatsApp Message using AiSensy’.

Choose the folder where you want to save this workflow. After that, you will see two boxes: one for the trigger and another for the action. The trigger will be set to Tally Forms, while the action will involve Graphy and AiSensy.

• Name the workflow appropriately for easy identification.
• Select the folder where you want to save the workflow.

Once you have set this up, click on the ‘Create’ button to finalize your workflow.

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3. Setting Up Trigger with Tally Forms

In this step, configure the trigger in Pabbly Connect. Choose Tally Forms as the trigger application and select ‘New Response’ as the trigger event. This means that the workflow will activate every time a new form response is received.

To connect Tally Forms with Pabbly Connect, a webhook URL is provided. You will need to copy this URL and paste it into your Tally Forms account under the Integrations section. Make sure to save the changes in Tally Forms after pasting the webhook URL.

• Copy the webhook URL from Pabbly Connect.
• Paste it into the Tally Forms Integration settings.
• Save the changes in Tally Forms.

After setting up the webhook, you can test the connection by submitting a sample form. This will allow you to verify that the data is being captured successfully in Pabbly Connect.

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4. Creating and Enrolling Learner in Graphy

Once the trigger is successfully set up, proceed to create a learner in Graphy through Pabbly Connect. Select Graphy as your action application and choose ‘Create Learner’ as the action event. Connect to Graphy by entering the API key and Merchant ID, which can be found in your Graphy account under Third Party Integrations.

Map the fields such as email, name, and phone number using the data received from the Tally Forms response. This mapping ensures that every new response is processed accurately without manual entry, maintaining the workflow’s efficiency.

Select ‘Create Learner’ as the action event. Map the required fields from Tally Forms response. Click ‘Save and Send Test Request’ to create the learner.

After successfully creating the learner, you can add another action step to enroll the learner in a specific course within Graphy.

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5. Sending WhatsApp Message Using AiSensy

The final step involves sending a WhatsApp message to the newly created learner using AiSensy through Pabbly Connect. Select AiSensy as your action application and choose ‘Send Template Message’ as the action event. Connect to AiSensy by entering the API key from your AiSensy account.

Fill in the required fields such as campaign name, mobile number, and template parameters. Use the mapping feature to dynamically insert the learner’s name and course details into the message template for personalized communication.

Select ‘Send Template Message’ as the action event. Map the mobile number and template parameters. Click ‘Save and Send Test Request’ to send the message.

After completing these steps, you should receive a WhatsApp message confirming the learner’s enrollment in the course, demonstrating the effective automation achieved through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate user enrollment in Graphy from Tally Forms responses and send WhatsApp messages using Pabbly Connect. This integration enhances efficiency and streamlines communication, ensuring a seamless experience for both learners and educators.

Learn how to automate subscriber creation in Kit from JotForm submissions using Pabbly Connect. Step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To start automating subscriber creation in Kit from JotForm submissions, you’ll first need to access Pabbly Connect. Navigate to the Pabbly website and sign in to your account. If you are new, you can sign up for free to receive 100 tasks monthly.

Once logged in, click on Pabbly Connect from the dashboard. Here, you can create a new workflow by clicking on the Create Workflow button. Name your workflow, such as ‘Create Kit Subscriber on JotForm Submission,’ and select a folder for organization.

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Setting Up JotForm as a Trigger in Pabbly Connect

In this step, you’ll set up JotForm as your trigger application in Pabbly Connect. Click on the trigger box and select JotForm as your trigger application. Choose the event as New Response, which will initiate the workflow whenever a new submission is received.

To connect JotForm with Pabbly Connect, a webhook URL is generated. This URL acts as a bridge between JotForm and Pabbly Connect. Copy this webhook URL and navigate to your JotForm account. In the settings of your form, find the Integrations option and select Webhook. Paste the copied URL and complete the integration.

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Testing the Webhook Connection

After setting up the webhook, it’s crucial to test the connection to ensure everything is functioning correctly. Go back to Pabbly Connect and check if it is waiting for a response. Now, submit a test entry in your JotForm to trigger the connection.

Once the form is submitted, you should see the response appear in Pabbly Connect. This indicates that the webhook connection between JotForm and Pabbly Connect is successful. If you see the details of your submission, it confirms that the integration is working properly.

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Creating a Subscriber in Kit

Now that the trigger is set, the next step is to create a subscriber in your Kit account. In Pabbly Connect, select Kit as your action application. For the action event, choose Add Subscriber. You will need to connect your Kit account using your API key and API secret, which can be found in the settings of your Kit profile.

Once connected, you will enter the details for the subscriber. Use the mapping feature to pull data from the JotForm submission. This allows you to dynamically fill in fields like email, first name, and last name based on the submitted form data. After mapping the necessary fields, click on Save and Send Test Request to create the subscriber.

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Verifying Subscriber Creation in Kit

After sending the test request, check your Kit account to verify that the subscriber has been created successfully. Navigate to the Subscribers section and look for the email address you submitted. If everything is set up correctly, you should see the new subscriber listed there.

To ensure the automation works as intended, submit another form entry in JotForm. Refresh your Kit subscribers’ page to confirm that the new entry appears. This process demonstrates how Pabbly Connect effectively automates subscriber creation based on form submissions from JotForm.

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Conclusion

In this tutorial, we demonstrated how to automate subscriber creation in Kit from JotForm submissions using Pabbly Connect. This integration streamlines your workflow, saving time and ensuring accurate data transfer.

Learn how to automate student enrollment in Graphy upon successful Cashfree payments using Pabbly Connect. Step-by-step tutorial included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To begin the integration process, first access Pabbly Connect by visiting the official website. If you are a new user, you can sign up for free and receive 100 tasks each month. For existing users, simply log in to your account.

Once logged in, you will see the dashboard where all Pabbly applications are listed. Click on the ‘Access Now’ button next to Pabbly Connect to proceed to the integration setup.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow to automate the process of enrolling students in Graphy after successful payments. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

In the dialog box that appears, enter a name for your workflow, such as ‘Enroll Student in Graphy on Successful Cashfree Payments’. Select a folder to save the workflow, for example, ‘Cashfree Automations’. After naming the workflow and selecting the folder, click the ‘Create’ button.

• Name the workflow appropriately for easy identification.
• Select a folder to keep your workflows organized.
• Click ‘Create’ to finalize the workflow setup.

Once the workflow is created, you will see two sections: Trigger and Action. The trigger indicates what event will start the workflow, while the action specifies what should happen as a result.

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3. Setting Up the Trigger with Cashfree

For the trigger application, select Pabbly Connect and then choose ‘Cashfree’ as the trigger event. This event will activate whenever a new payment is successfully processed through Cashfree.

After selecting the trigger, Pabbly Connect will provide a unique webhook URL. Copy this URL as you will need to input it into your Cashfree account to establish the connection.

• Choose Cashfree as the trigger application in your workflow.
• Select the trigger event for successful payments.
• Copy the webhook URL provided by Pabbly Connect.

Log into your Cashfree account, navigate to the developer section, and add a new webhook endpoint using the copied URL. Ensure that you select the correct event type to capture successful payments.

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4. Connecting Graphy for Student Enrollment

Next, you need to set up the action step in Pabbly Connect to enroll students in Graphy. Select ‘Graphy’ as the action application and choose the action event ‘Create Learner’. This step will create a new learner in Graphy based on the payment information received from Cashfree.

To connect Graphy, you will need your API key and Merchant ID. These can be found in your Graphy account under the Integrations section. After entering these details in Pabbly Connect, map the necessary fields such as email, name, and phone number from the previous Cashfree payment response.

Select Graphy as the action application for the workflow. Choose ‘Create Learner’ as the action event. Map the required fields from the Cashfree payment response.

After mapping the fields, click on the ‘Save and Send Test Request’ button to complete the setup. If successful, the new learner will be created in your Graphy account.

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5. Enrolling the Learner into the Course

The final step involves enrolling the newly created learner into the specific course they purchased. In Pabbly Connect, add another action step and select Graphy again. This time, choose ‘Enroll Learner to a Course’ as the action event.

Map the email ID of the learner and the course URL that you want them to be enrolled in. After filling in these details, click on ‘Save and Send Test Request’. This action will complete the enrollment process, allowing the learner immediate access to their course materials.

Once the workflow is set up and tested, you will have a fully automated system that enrolls students in Graphy upon successful payment through Cashfree. This integration significantly improves efficiency and enhances the learning experience.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate student enrollment in Graphy upon successful Cashfree payments. By following the precise steps outlined, you can streamline the enrollment process, saving time and enhancing the user experience.

Learn how to automate the process of adding Kit subscribers for TidyCal bookings 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 start integrating TidyCal with Kit, you need to access Pabbly Connect. This platform enables seamless automation between different applications. First, visit the Pabbly Connect website and sign in to your account. If you’re new to Pabbly, you can sign up for free and get 100 tasks every month.

Once logged in, you will see the dashboard featuring various applications. Click on the Pabbly Connect icon to access the main interface. From here, you can create a new workflow that will connect TidyCal to Kit.

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2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow. Enter a suitable name, such as ‘Create Kit Subscriber for TidyCal Booking,’ and select a folder for organization.

• Enter the workflow name
• Select a folder to save your workflow
• Click the ‘Create’ button

After creating the workflow, you will see two sections: Trigger and Action. The Trigger will initiate the workflow when a new booking is made in TidyCal. The Action will determine what happens next, which in this case, is adding a subscriber in Kit.

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3. Setting Up the Trigger with TidyCal

In Pabbly Connect, the first step is to set up the Trigger. Select TidyCal as your trigger application. The event you want to trigger is ‘New Booking.’ This means that whenever a new appointment is booked, the workflow will be activated.

After selecting the trigger event, click on the Pabbly Connect button to establish a connection with TidyCal. You will need to authorize this connection by clicking on the ‘Authorize’ button. Once authorized, you can test the connection by creating a new booking in TidyCal.

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4. Setting Up the Action to Add a Subscriber in Kit

Next, you need to configure the Action step in Pabbly Connect. Select Kit as the action application and choose the action event ‘Add Subscriber to a Form.’ This action will add the client who booked an appointment as a subscriber in your Kit account.

• Select the form in which you want to add the subscriber
• Map the fields such as first name, last name, and email from the TidyCal booking response
• Click on ‘Save and Send Test Request’ to verify the setup

After mapping the required fields, send a test request to ensure that the subscriber is added correctly. You can check your Kit account to confirm that the new subscriber has been created successfully.

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5. Conclusion: Automating Your Workflow with Pabbly Connect

By following these steps, you have successfully automated the process of adding Kit subscribers for TidyCal bookings using Pabbly Connect. This integration not only saves time but also ensures that every client receives a personalized welcome message immediately after booking.

Utilizing Pabbly Connect for this automation allows you to focus on other important aspects of your consulting business while ensuring your email marketing is up-to-date with new subscribers. Start using Pabbly Connect today to enhance your workflow efficiency!

Learn how to integrate Let with Marketplace, Google, Google Sheets, and The Happening using Pabbly Connect in this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Setting Up Google Forms for Let Integration

Let integration begins with setting up Google Forms. The aim is to collect user data for course registration. Create a Google Form that includes fields like first name, last name, email, and contact number. using Pabbly Connect

Once your Google Form is ready, share it on your website. This allows potential students to fill in their details. Whenever someone submits the form, their data will be captured for further processing.

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2. Connecting Google Sheets to Capture Responses

To manage responses, you need to connect Google Sheets with your Google Form. This is crucial for tracking registrations. In Google Forms, go to the responses section and click on ‘View in Sheets’ to link your form to a Google Sheet. using Pabbly Connect

• Select ‘Create a New Sheet’ or link to an existing one.
• Ensure that the columns match your form fields.
• Test the form by submitting sample data.

Once your Google Sheet is linked, every form submission will automatically populate it with user details. This integration is vital for the next steps in automating the process.

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3. Integrating Google Sheets with Pabbly Connect

Now, let’s integrate Google Sheets with Pabbly Connect to automate user enrollment in Let. Go to Pabbly Connect and create a new workflow. Name it appropriately, like ‘Enroll User on Google Form Submission’.

Select Google Sheets as your trigger application. Choose the trigger event as ‘New Spreadsheet Row’. This means every time a new form submission is recorded in Google Sheets, it will trigger actions in Pabbly Connect.

• Copy the webhook URL provided by Pabbly Connect.
• Return to Google Sheets and install the Pabbly Connect Webhooks add-on.
• Paste the webhook URL into the add-on settings.

After setting this up, every new form submission will automatically send data to Pabbly Connect, allowing for seamless integration.

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4. Enrolling Users in Let Using Pabbly Connect

With the connection established, the next step is to enroll users in Let. In your Pabbly Connect workflow, select Let as your action application. The action event will be ‘Import User’. using Pabbly Connect

To set up this action, you will need to enter specific user details. Map the fields from Google Sheets to the corresponding fields in Let. For instance, map the first name, last name, email, and contact number.

Ensure you have the correct product hash key for the course. Select whether to send a confirmation email to the user. Test the action to verify successful enrollment.

Once this setup is complete, every time a new form is submitted, the user will be automatically enrolled in Let.

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5. Testing the Integration for Confirmation

Finally, it’s essential to test the entire integration. Submit another response through your Google Form to ensure everything works smoothly. Check your Google Sheets to confirm that the data appears correctly. using Pabbly Connect

Next, log into your Let account and verify if the new user has been added. This step is crucial for confirming that your integration is functioning as intended.

After testing, you should see the new user listed in Let with all the correct details. This confirms that the integration between Google Forms, Google Sheets, Pabbly Connect, and Let is successful.

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Conclusion

This tutorial detailed the integration of Let with Marketplace, Google, Google Sheets, and The Happening using Pabbly Connect. By following these steps, you can automate user enrollment efficiently and effectively.

Learn how to integrate Wix with Pabbly Connect seamlessly. Follow this step-by-step guide for creating workflows and automations. 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 start integrating Wix with Pabbly Connect, first, access the Pabbly Connect website. If you are new, sign up for a free account to get 100 tasks per month. Existing users can simply log in to their account.

Once logged in, you will see the dashboard with various applications. Click on the ‘Access Now’ button under Pabbly Connect to proceed. This is where you will create a workflow for your integration process.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow and select a folder. using Pabbly Connect

• Name your workflow as ‘Integrate Wix with Pabbly Connect’.
• Select the folder as ‘BX Automations’.

Once you have named your workflow and selected the folder, click on the ‘Create’ button. This will set up your workflow, and you will see two main options: Trigger and Action, which are essential for automation.

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3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your Wix integration using Pabbly Connect. Select Wix as your trigger application. For the event, choose ‘Configure Webhook’ to create a connection between Wix and Pabbly Connect.

Copy the provided Webhook URL, which will be used to establish the connection. Log in to your Wix Developer Center and create a new application. Make sure to build the application from scratch and name it appropriately.

• Select ‘Contacts and Members’ for permission settings.
• Add all permissions for managing contacts.

After saving changes, create a new Webhook in Wix under the permissions section, paste the copied URL, and subscribe to the event. This completes the trigger setup.

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4. Setting Up the Action in Pabbly Connect

Now that you have set up the trigger, it’s time to configure the action step in Pabbly Connect. Select Wix again as your action application, and choose ‘Create Contact’ as the action event. This will allow you to create a new contact in your Wix account whenever the trigger is activated.

Click on the ‘Connect’ button, and if prompted, create a new connection using the App ID and Secret Key from your Wix Developer Center. Ensure you follow the steps to save the connection properly.

Map the first name, last name, and email from the previous step. Configure other fields as necessary, such as phone number and address.

Once all fields are mapped, click on ‘Save and Send Test Request’. If successful, the contact will be created in your Wix account, confirming that the integration works as intended.

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5. Testing the Integration

To ensure the integration between Wix and Pabbly Connect is working correctly, create a new contact in your Wix account using the form you set up. Fill in the required details and submit the form.

After submission, check your Wix contacts page to verify that the new contact has been added. If everything is set up correctly, you should see the new contact listed. Additionally, you can revisit your Pabbly Connect workflow to see if the response from Wix has been captured.

This successful capture indicates that your integration between Wix and Pabbly Connect is functioning as expected, allowing you to automate your workflow effectively.

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Conclusion

In this tutorial, you have learned how to integrate Wix with Pabbly Connect. By following these steps, you can automate contact management and streamline your workflows effectively. Utilizing Pabbly Connect for integrations enhances your operational efficiency.

Learn how to automate user enrollment in Regi from JotForm submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, you need to access its platform. Begin by opening your browser and searching for Pabbly Connect. Once on the landing page, you will see options to sign in or sign up for free.

If you are new to Pabbly Connect, click on the ‘Sign Up for Free’ button. This process takes only a few minutes, and you will receive 100 free tasks every month. For existing users, simply sign in to access your dashboard.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it something relevant like ‘Enroll Regi User on JotForm Submission.’ Click ‘Create’ to proceed.

• Choose JotForm as the trigger application.
• Select ‘New Response’ as the trigger event.
• Connect JotForm with Pabbly Connect using the webhook URL provided.

Once these steps are completed, your workflow is set up to receive data from JotForm whenever a new form submission occurs.

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3. Connecting JotForm to Pabbly Connect

To connect JotForm to Pabbly Connect, you need to copy the webhook URL provided in your workflow. Then, go to your JotForm account, select the form you wish to connect, and navigate to the ‘Settings’ tab.

In the settings, access the ‘Integrations’ section, search for ‘Webhooks,’ and click to add a new webhook. Paste the copied URL into the provided field and complete the integration. This will link your JotForm submissions to Pabbly Connect, allowing automatic data transfer.

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4. Setting Up Action in Pabbly Connect

Now that JotForm is connected, it’s time to set up the action in Pabbly Connect. Choose Regi as your action application and select ‘Import User’ as the action event. You will need to connect Regi to Pabbly Connect by entering the required API token.

To get the token, log into your Regi account, navigate to the ‘Integrations’ section, and enable the Pabbly integration. Copy the API token and paste it into Pabbly Connect. After saving, map the fields from JotForm to Regi, ensuring that all relevant user details are correctly aligned for enrollment.

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5. Testing and Verifying the Integration

With your integration set up in Pabbly Connect, it’s crucial to test it. Go back to JotForm and submit a new registration form. This submission should trigger the workflow in Pabbly Connect, sending the data to Regi.

After submitting, check Pabbly Connect to see if the response is received. If successful, you will find all the details of the new user. To verify, log into your Regi account and check the user management section to confirm that the new user has been added.

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Conclusion

In this tutorial, we explored how to automate user enrollment in Regi using JotForm submissions through Pabbly Connect. By following the outlined steps, you can streamline your registration process and focus on delivering quality content to your students.

Learn how to automate JotForm submissions into MongoDB using Pabbly Connect. Follow our detailed tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Automation

In this tutorial, we will explore how to use Pabbly Connect to automate the process of adding JotForm submissions to MongoDB. This integration will streamline data collection and storage.

To begin, you need to create a free account on Pabbly Connect. Once you have signed up, you can access the dashboard where you will set up the automation workflow.

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2. Setting Up Your Workflow in Pabbly Connect

First, navigate to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button. Name your workflow ‘JotForm to MongoDB’ and select a folder for organization.

• Click on the ‘Create’ button to initiate the workflow.
• You will see two windows: the trigger and action windows.

In the trigger window, search for JotForm and select it. Choose the ‘New Response’ trigger event to receive submissions. After this, Pabbly Connect will generate a webhook URL.

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3. Connecting JotForm to Pabbly Connect

To connect JotForm with Pabbly Connect, copy the webhook URL provided. Go to your JotForm account, select your form, and navigate to ‘Settings’.

• Click on ‘Integrations’ and search for Webhooks.
• Paste the webhook URL into the ‘Add Webhook’ field and complete the integration.

Once the integration is complete, Pabbly Connect will be ready to capture responses from JotForm, indicated by a ‘waiting for webhook response’ status.

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4. Adding MongoDB as an Action in Pabbly Connect

After successfully capturing a response from JotForm, it’s time to add MongoDB in the action step. In the action window, search for MongoDB and select it.

Choose the action event as ‘Create Record’. Click on ‘Connect’ and select ‘Add New Connection’. You will need to provide the connection string from your MongoDB account.

Access your MongoDB account to find the connection string. Ensure that your IP address is whitelisted in the network access settings.

After entering the connection string, specify the database name and collection where the form responses will be stored. This completes the MongoDB connection setup via Pabbly Connect.

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5. Testing the Integration and Conclusion

To test the integration, submit a test response using your JotForm. After submission, check Pabbly Connect for the captured response.

Verify that the data appears in your MongoDB collection by refreshing the database view. This confirms that the automation is functioning correctly.

With Pabbly Connect, you have successfully automated the process of transferring JotForm submissions into MongoDB. This integration not only saves time but also improves data management.

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Conclusion

In this guide, we demonstrated how to use Pabbly Connect to integrate JotForm with MongoDB. This automation allows for easy data collection and storage, enhancing your workflow efficiency.

Learn how to send automated WhatsApp messages to IndiaMART leads for wedding catering services using Pabbly Connect. 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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Accessing Pabbly Connect to Integrate WhatsApp and IndiaMART

To begin sending WhatsApp messages to IndiaMART leads, the first step is accessing Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page.

Once there, you will see options to either sign in or sign up for free. If you’re a new user, choose the sign-up option to get started with your free trial. As an existing user, click on the sign-in button to access your dashboard.

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Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button to initiate the setup process. You will be prompted to name your workflow and select a folder for organization.

For this task, name your workflow something like ‘Send WhatsApp Message to IndiaMART Leads for Wedding Catering Services’ and save it in the ‘Automations’ folder. This naming convention helps in identifying the workflow later.

• Click on ‘Create’ to open the workflow window.
• Set up the trigger and action applications accordingly.

This workflow will serve as the backbone for automating WhatsApp messages to your leads.

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Setting Up Trigger with IndiaMART in Pabbly Connect

To set up the trigger, select IndiaMART as your trigger application in Pabbly Connect. This action will initiate the workflow when a new lead is captured. Choose the trigger event as ‘New Lead’ to ensure that the workflow starts automatically upon receiving a new lead.

Upon selecting the trigger event, Pabbly Connect will provide you with a Webhook URL. Copy this URL as it will be used to connect your IndiaMART account with Pabbly Connect.

• Log into your IndiaMART account and navigate to the Lead Manager section.
• Follow the path: Import/Export Leads > Push API to set up the connection.

Paste the copied Webhook URL into the designated field and save your details. This establishes the connection between IndiaMART and Pabbly Connect.

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Sending WhatsApp Messages Using Pabbly Connect

Now that the trigger is set, the next step is to send automated WhatsApp messages to the leads using Pabbly Connect. For this, you will need to select WhatsApp as your action application.

Choose the action event as ‘Send Template Message’. If you haven’t connected your WhatsApp account yet, you will be prompted to do so. Follow the instructions to add a new connection by entering your API key from your WhatsApp account.

Navigate to your WhatsApp account to generate the API key. Copy the API key and paste it into Pabbly Connect to establish the connection.

After connecting, you will need to specify the campaign name and the recipient’s mobile number. This ensures that the automated message reaches the correct lead.

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Mapping Data for Personalized Messages

Mapping data is a crucial step in personalizing your WhatsApp messages through Pabbly Connect. When prompted for the mobile number of the lead, select the mapped field from the previous step’s response.

This dynamic mapping allows the workflow to automatically update the mobile number based on the lead details received from IndiaMART, ensuring each message is sent to the correct recipient.

Map the lead’s name in the template parameter for personalized messaging. Ensure all required fields are filled before testing the workflow.

Once all data is mapped correctly, you can save and send a test request to confirm that the setup works as intended.

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Conclusion

In this tutorial, we explored how to automate sending WhatsApp messages to IndiaMART leads using Pabbly Connect. By following the steps outlined, you can ensure timely communication with potential clients for your wedding catering services. This integration not only saves time but also enhances customer engagement.

Learn how to integrate India M leads and inquiries into Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. 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 M leads with Google Sheets, first access Pabbly Connect. Open your browser and go to the Pabbly Connect landing page. If you are a new user, sign up for free to get started.

Once you have signed up or if you are an existing user, click on the ‘Sign In’ button. This will take you to the dashboard where you can access all Pabbly tools. For this integration, click on ‘Access Now’ under Pabbly Connect to enter the automation platform.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter a descriptive name, such as ‘Add India M Leads to Google Sheets.’ Choose a folder to save the workflow, such as the ‘Automations’ folder.

• Click on ‘Create’ to open the workflow window.
• In the workflow window, select your trigger application, which is India M.
• Choose the trigger event as ‘New Lead’ to start the workflow.

After setting the trigger, a webhook URL will be generated. This URL is essential for connecting your India M account with Pabbly Connect. Copy the webhook URL for later use when configuring India M.

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3. Configuring India M for Webhook Integration

Log into your India M account and navigate to the lead manager section. Here, look for the import/export leads option under the three-dot menu. Select ‘Push API’ to set up the connection with Pabbly Connect.

• Choose ‘Other’ in the source selection.
• Paste the copied webhook URL in the webhook listener field.
• Submit the form after entering the required information.

After submitting, test the webhook to ensure that it captures the leads correctly. This step is crucial as it verifies that the integration between India M and Pabbly Connect is functional.

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4. Adding Google Sheets as an Action Application

Now that your trigger is set up, the next step is to add Google Sheets as the action application in Pabbly Connect. Search for Google Sheets and select it as your action application.

Choose the action event as ‘Add New Row’ and click on ‘Connect’. If you haven’t connected your Google Sheets account before, you will need to authorize it. Click on ‘Sign in with Google’ and allow the necessary permissions for Pabbly Connect to access your Google Sheets.

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5. Mapping Data from India M to Google Sheets

After connecting Google Sheets, select the specific spreadsheet where you want to store the leads. Choose the sheet that contains the relevant columns for lead details. using Pabbly Connect

Now, proceed to map the data fields from the India M trigger response to the corresponding columns in Google Sheets. This mapping process ensures that each new lead’s details are dynamically inserted into your spreadsheet.

Map the name, email, and inquiry fields from the trigger response. Click on ‘Save and Send Test Request’ to finalize the setup.

Upon successful mapping and testing, your workflow will automatically add new leads from India M to Google Sheets without any manual intervention, ensuring efficient lead management.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration of India M leads into Google Sheets. This process allows businesses to efficiently manage inquiries and leads without manual effort, streamlining operations significantly.