Author: Rajpal Tomar

Learn how to use Pabbly Connect to automate user enrollment on Rigi through Elementor form submissions. 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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Accessing Pabbly Connect for Elementor Form Integration

To enroll Rigi users automatically upon Elementor form submission, you need to access Pabbly Connect. This platform serves as the central hub for connecting your Elementor forms to Rigi, facilitating seamless automation.

Open your browser and navigate to the Pabbly Connect website. If you don’t have an account, sign up for free. This process takes only a couple of minutes and provides you with 100 free tasks each month. If you already have an account, simply log in.

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Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, and a pop-up will appear prompting you to name your workflow. Name it something descriptive, like ‘Enroll Rigi User on Elementor Form Submission’.

Once you name your workflow, click on the ‘Create’ button. You will be taken to a new window where you will set up your trigger and action. The trigger is the event that starts the automation, while the action is what happens as a result.

• Click on the ‘Trigger’ section.
• Search for and select ‘Elementor’ as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.

Now that you have set up your trigger, you can proceed to connect Elementor with Pabbly Connect using the webhook URL provided.

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Connecting Elementor to Pabbly Connect

To connect your Elementor form to Pabbly Connect, you need to copy the webhook URL. This URL acts as a bridge between Elementor and Pabbly Connect. Head over to your WordPress account where you have created the registration form using Elementor.

Edit the registration form by clicking the pencil icon. In the form settings, look for the ‘Actions After Submit’ option. Click on it, and then add a new action by selecting ‘Webhook’. Paste the copied webhook URL into the designated field.

• Open the ‘Actions After Submit’ tab.
• Click on the plus icon to add a new action.
• Select ‘Webhook’ and paste the URL.

Once you have pasted the URL, publish your form. Now, every time a new submission is made through this form, it will automatically send the details to Pabbly Connect.

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Enrolling Rigi User with Pabbly Connect

With the connection established, the next step is to set up the action in Pabbly Connect to enroll the user in Rigi. Go back to your Pabbly Connect dashboard and set up the action by selecting Rigi as the action application.

For the action event, choose ‘Import User’. This will allow you to import the user details from the Elementor form submission into Rigi. You will need to connect Rigi with Pabbly Connect using an API token, which you can find in your Rigi dashboard under the Integrations section.

Select ‘Rigi’ as the action application. Choose ‘Import User’ as the action event. Paste the API token from Rigi into the connection settings.

Fill in the required fields using the mapped data from the Elementor form submission. This includes the user’s name, email, phone number, and the product hash for the course they are enrolling in. You can set the validity of access to -1 for lifetime access.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the enrollment of Rigi users through Elementor form submissions. By following these steps, you can streamline your course registration process and enhance user experience.

With Pabbly Connect, you can easily set up workflows that connect various applications, ensuring efficient automation of your tasks.

Learn how to automatically add Zoom meeting registrants as Salesforce leads using Pabbly Connect in this step-by-step tutorial. 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 automatically add Zoom meeting registrants as Salesforce leads, you first need to access Pabbly Connect. Start by opening your web browser and searching for Pabbly Connect.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up for free. If you don’t have an account, click on the ‘Sign up for free’ button. After signing up, you will receive 100 free tasks every month, allowing you to explore the platform.

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2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, and a prompt will appear asking you to name your workflow. Name it something descriptive, such as ‘Automatically Add Zoom Meeting Registrants as Salesforce Lead’.

• Click on the ‘Create’ button to proceed.
• You will be taken to a new window where you can set up your trigger and action.

In this window, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the first step that will initiate your workflow, while the action is what happens afterward. Select Zoom as your trigger application and configure the trigger event as ‘Configure Webhook’.

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3. Connecting Zoom with Pabbly Connect

To connect Zoom with Pabbly Connect, click on the connect button after selecting the Zoom trigger. You will need to create a new connection by adding a token from Zoom. This token is crucial as it allows Pabbly Connect to access your Zoom account.

To obtain the token, you must create a new app in the Zoom App Marketplace. Click on the ‘Develop’ button and select ‘Build App’. Fill in the necessary details, including the redirect URL provided by Pabbly Connect. Once everything is set, you will receive a secret token that you can copy and paste back into Pabbly Connect.

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4. Configuring Event Subscription in Zoom

Next, you need to configure the event subscription in Zoom to ensure that every time a new registration occurs, the details are sent to Pabbly Connect. In your Zoom app settings, enable the event subscription option and add a new event subscription.

• Select the method as ‘Webhook’.
• Add the notification endpoint URL you copied from Pabbly Connect.

Choose the event type as ‘Meeting Registration Created’. This setup ensures that every new registrant’s details are sent to Pabbly Connect, allowing you to create a lead in Salesforce automatically.

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5. Adding Leads to Salesforce Using Pabbly Connect

Finally, after setting up Zoom, the next step is to add the leads to Salesforce. In Pabbly Connect, select Salesforce as your action application and choose the action event as ‘Create Lead’. Connect Salesforce to Pabbly Connect by clicking on the connect button and allowing access to your Salesforce account.

Map the details from the Zoom registration to the Salesforce lead fields. For example, map the first name, last name, and email address from the Zoom response to the corresponding fields in Salesforce. Once everything is mapped, you can test the integration by creating a new registration in Zoom.

When you register a new participant, their details should automatically populate in Salesforce as a new lead, demonstrating the seamless integration facilitated by Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automatically add Zoom meeting registrants as Salesforce leads using Pabbly Connect. By following the steps outlined, you can streamline your lead generation process and enhance your sales efforts effectively.

Learn how to integrate Elementor with Stackby using Pabbly Connect. This detailed tutorial covers every step to automate form submissions seamlessly. 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 begin integrating Elementor with Stackby, first access Pabbly Connect by navigating to the official website. Once there, sign in to your existing account or create a new one to utilize the platform’s automation features.

After signing in, you will be directed to the Pabbly Connect dashboard. This interface allows you to manage all your workflows and integrations. Click on the ‘Create Workflow’ button to initiate a new integration process.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow involves naming your project and selecting a folder. Name your workflow something descriptive, such as ‘Integrating Elementor Form Submissions to Stackby.’ Then, choose the appropriate folder where you want this workflow to be saved.

• Name your workflow for clarity.
• Select a folder to keep your workflows organized.

Once you have configured these settings, click on the ‘Create’ button. You will now see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result.

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3. Setting Up the Trigger with Elementor

To set up the trigger in Pabbly Connect, select Elementor as your application. Choose the event labeled ‘New Form Submission’ to capture data from your Elementor forms. This action will initiate the workflow whenever a form is submitted.

Next, you will be provided with a webhook URL. This URL acts as a bridge between Elementor and Pabbly Connect. Copy this URL and paste it into the webhook settings of your Elementor form. This step is crucial for ensuring that form submissions are sent to Pabbly Connect.

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4. Configuring the Action in Stackby

After setting up the trigger, the next step is to configure the action in Stackby through Pabbly Connect. Select Stackby as the action application and choose the event ‘Create a Record’. This will allow you to add the submitted form data into your Stackby account automatically.

To establish a connection with Stackby, you will need to enter your API key. Copy the API key from your Stackby account and paste it into the required field in Pabbly Connect. After entering the key, click on ‘Save’ to establish the connection.

• Select Stackby as the action application.
• Choose the ‘Create a Record’ event.
• Enter your Stackby API key to connect.

Once the connection is established, map the fields from your Elementor form to the corresponding fields in Stackby. This ensures that the data captured from the form is accurately recorded in your Stackby workspace.

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5. Testing the Integration

Now that you have set up both the trigger and the action, it’s time to test your integration. Go back to your Elementor form and submit a test entry. Once submitted, check your Pabbly Connect dashboard to see if the response has been recorded successfully.

If the test submission is successful, you will see the data appear in your Stackby account as well. This confirms that your integration between Elementor and Stackby via Pabbly Connect is functioning correctly.

After verifying the success of the integration, you can continue using your Elementor forms to collect data, which will automatically populate in Stackby through Pabbly Connect. This automation saves time and ensures accurate data entry.

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Conclusion

In this tutorial, we explored how to integrate Elementor with Stackby using Pabbly Connect. By following the steps outlined, you can automate form submissions and streamline your data management processes effectively.

Learn how to automate subscriber creation in Kit from Google Sheets using Pabbly Connect. Step-by-step guide for seamless integration. 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 automating subscriber creation from Google Sheets, first access Pabbly Connect. Visit the Pabbly website and sign in to your account. If you are new, you can sign up for free and get 100 tasks monthly.

After signing in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows or manage existing ones. This will allow you to set up the integration between Google Sheets and Kit seamlessly.

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2. Creating a New Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ button. Name it ‘Create New Subscriber from Google Sheets Automatically’. Select the folder for your workflow, like ‘Google Sheets Automations’.

• Click on ‘Create’ to initiate the workflow.
• Choose Google Sheets as your trigger application.
• Select ‘New or Updated Spreadsheet Row’ as the trigger event.

Now, you will see two boxes: one for the trigger and one for the action. This setup is essential for the automation process using Pabbly Connect.

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3. Connecting Google Sheets with Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will need a webhook URL provided by Pabbly. Copy this URL and head over to your Google Sheets.

In Google Sheets, click on ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheets.

• Go to ‘Extensions’ again, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’.
• Paste the webhook URL and set your trigger column (e.g., Column D).
• Click ‘Submit’ to finish the setup.

This connection will allow data from Google Sheets to be sent to Pabbly Connect whenever a new entry is added, automating your workflow.

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4. Setting Up Action in Pabbly Connect

Now that Google Sheets is connected, return to Pabbly Connect to set up the action application. Choose ‘Kit’ as your action application and select ‘Add Subscriber’ as the action event.

Click on ‘Connect’ and enter your Kit API key and secret to establish the connection. You can find these in your Kit account under the ‘Settings’ section.

Enter the tag ID for the subscriber. Map fields like first name, last name, email, and phone number from the previous response. Click ‘Save and Send Test Request’ to verify the setup.

This action setup ensures that every time a new lead is added in Google Sheets, a corresponding subscriber is created in Kit through Pabbly Connect.

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5. Testing and Verifying the Integration

With the setup complete, it’s time to test the integration. Add a new lead in your Google Sheets by filling out the required fields, ensuring the data is entered in the trigger column.

Once you add the details, return to Pabbly Connect to check if the data has been captured successfully. You should see the response indicating that the subscriber has been created in Kit.

If successful, check your Kit account under the subscribers section. Refresh the page to see the new subscriber listed.

This testing phase confirms that your automation between Google Sheets and Kit is fully functional through Pabbly Connect.

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Conclusion

This tutorial demonstrated how to automate subscriber creation in Kit from Google Sheets using Pabbly Connect. By following these steps, you can streamline your lead management process effectively.

Learn how to use Pabbly Connect to automate WhatsApp messages for leads from India Mart. Step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin automating your lead management process, you first need to access Pabbly Connect. This integration platform allows you to connect various applications effortlessly. Start by visiting the Pabbly Connect website and signing in to your account. If you are new, you can sign up for free and get 100 tasks every month.

After signing in, you will see the dashboard displaying all Pabbly applications. Click on the Pabbly Connect icon to proceed. This will take you to the Pabbly Connect dashboard where you can create a new workflow for automating WhatsApp messages based on inquiries received from India Mart.

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2. Creating a New Workflow in Pabbly Connect

To set up your automation, you need 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 and select a folder for organization.

• Name your workflow appropriately, such as ‘Send WhatsApp Message on India Mart Leads’.
• Choose a folder from the dropdown menu to save your workflow.

After inputting the necessary details, click the ‘Create’ button. This will establish a new workflow where you can define triggers and actions, crucial components for automating your lead responses.

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3. Setting Up the Trigger for New Leads

In this step, you will configure the trigger in Pabbly Connect to capture new leads from India Mart. In the workflow interface, select India Mart as your trigger application and choose the trigger event as ‘New Leads’. This ensures that every new lead generated will initiate the automation process.

Once you select the trigger application, Pabbly Connect will provide you with a unique webhook URL. This URL is essential for connecting India Mart to Pabbly Connect. Copy this URL and proceed to your India Mart account.

• Log in to your India Mart account and navigate to the Lead Manager section.
• Go to Import and Export Leads and select Push API.
• Paste the webhook URL in the specified field and save the details.

After saving, you will see a confirmation that the webhook is successfully added. This indicates that your India Mart account is now connected to Pabbly Connect, and you can proceed to test the connection by generating a test lead.

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4. Testing the Connection with a Test Lead

To ensure that the integration works correctly, you will need to generate a test lead on India Mart. Navigate to the product you want to inquire about and fill in the inquiry details. Once you submit the inquiry, the test lead will be created.

Return to your Pabbly Connect workflow and check if it has captured the response from the test lead. You should see all the details such as the lead ID, name, and inquiry message in the workflow response. This confirms that the connection between India Mart and Pabbly Connect is functioning properly.

Once the test lead is captured, you can proceed to set up the action step that will send a WhatsApp message to the lead, further automating your response process.

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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 the action event as ‘Send Template Message’. This will allow you to utilize a pre-defined message template for your leads.

Before sending the message, you need to connect your AI Sensei account by providing the API key. After establishing the connection, you will need to set up the campaign with the template you created earlier. Input the template name and ensure that the mobile number and lead’s name are mapped correctly from the previous step.

Map the mobile number from the captured lead response. Insert the lead’s name into the template parameters for personalization.

Once all fields are filled out, click on ‘Save and Send Test Request’. If configured correctly, you will receive a WhatsApp message on your number confirming the successful automation of sending messages to new leads.

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Conclusion

In conclusion, using Pabbly Connect to automate WhatsApp messaging for leads from India Mart streamlines the communication process. This tutorial guides you through each step, ensuring a seamless integration that enhances your business’s efficiency and responsiveness to inquiries.

Learn how to automate the process of adding Indi M leads to Salesforce using Pabbly Connect in this step-by-step tutorial. 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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Accessing Pabbly Connect for Integration

To get started with integrating Indi M leads into Salesforce, first, access Pabbly Connect. This powerful integration platform allows you to automate workflows seamlessly. Visit the Pabbly Connect website and log in to your account. If you don’t have an account yet, you can sign up for free and get 100 free tasks every month.

Once logged in, you will see the dashboard of Pabbly Connect. From here, select the ‘Access Now’ button to open the Pabbly Connect dashboard. You will need to create a new workflow for automating the lead integration process.

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Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automating processes. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, prompting you to enter a name for the workflow and select a folder for organization.

For this integration, name your workflow ‘Add Indi M Leads to Salesforce’ and choose a relevant folder in your Pabbly Connect account. After filling out these details, click on the ‘Create’ button to finalize your new workflow. This workflow will now have two sections: Trigger and Action.

• Trigger: Defines when the automation starts.
• Action: Specifies what happens once the trigger is activated.

In this case, the trigger will be set to capture new leads from Indi M, and the action will be to create those leads in Salesforce.

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Setting Up the Trigger in Pabbly Connect

The next step in Pabbly Connect is to set up the trigger for your workflow. Select ‘Indi M’ as the trigger application, and choose the event as ‘New Leads’. Once selected, Pabbly Connect will provide you with a unique webhook URL, which you will use to connect Indi M with Pabbly Connect.

Copy the webhook URL and log into your Indi M account. Navigate to the Lead Manager section and find the option for ‘Import and Export Leads’. Click on the ‘Push API’ button, where you will enter the source name as ‘Pabbly Connect’ and paste the copied webhook URL. After saving these details, your Indi M account will be connected to Pabbly Connect.

• Go to Lead Manager in Indi M.
• Select Push API and enter the source name.
• Paste the webhook URL and save.

Now, whenever a new lead is generated in Indi M, it will be captured by Pabbly Connect automatically.

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Setting Up the Action in Pabbly Connect

After setting up the trigger, the next step is to configure the action in Pabbly Connect. For the action application, select ‘Salesforce’ and choose the action event as ‘Create Lead’. Click on the connect button to establish a connection with your Salesforce account.

Authorize the connection by clicking the ‘Allow’ button. Once authorized, you will need to map the data from the previous step to create a new lead in Salesforce. This involves filling in the required fields such as name, email, and phone number from the captured lead data.

Map the first name and last name from the lead data. Enter the company name and email address. Fill in the phone number and address details.

After mapping all the required data, click on the ‘Save and Send Test Request’ button to create a lead in Salesforce. Once the test is successful, you can check your Salesforce account to confirm that the new lead has been added successfully.

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Conclusion

In this tutorial, we’ve successfully integrated Indi M leads into Salesforce using Pabbly Connect. By automating this process, you can save time and manage leads efficiently. With Pabbly Connect, you can streamline workflows and enhance productivity in your business.

Learn how to integrate Elementor with Notion using Pabbly Connect to streamline your lead management process effectively. 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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Setting Up Pabbly Connect for Elementor and Notion Integration

To begin the integration process, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and either sign in or create a new account. If you’re a new user, you can sign up for free and enjoy a $1 discount every month.

Once signed in, navigate to your dashboard. Here, you will find an option to create a new workflow. Click on the ‘Create Workflow’ button, and give your workflow a name, such as ‘Elementor to Notion Integration’. After naming your workflow, click ‘Create’ to proceed to the workflow window.

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Selecting Elementor as the Trigger Application in Pabbly Connect

In your newly created workflow, the next step is to set up a trigger. The trigger is the event that starts the workflow. For this integration, you will select Pabbly Connect as your trigger application and choose Elementor as the specific application to monitor for new form submissions.

After selecting Elementor, you will be prompted to choose a trigger event. Here, you should select ‘New Form Submission’ as the event that will trigger your workflow. Once selected, Pabbly Connect will provide you with a Webhook URL. Copy this URL, as it will be used to connect Elementor to Pabbly Connect.

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Configuring Elementor to Send Data to Pabbly Connect

Now that you have your Webhook URL from Pabbly Connect, you need to configure Elementor. Log in to your WordPress account and navigate to the Elementor form you wish to connect. Click on ‘Edit with Elementor’ to open the form settings.

In the form settings, scroll down to the ‘Actions After Submit’ section. Here, you will add a new action by selecting ‘Webhook’. Once added, paste the Webhook URL you copied from Pabbly Connect into the designated field. Finally, make sure to click the ‘Publish’ button to save your changes.

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Testing Your Integration with Pabbly Connect

With the Webhook URL configured in Elementor, it’s time to test the integration. Go back to your Elementor form and submit a test entry. Fill in the required fields, such as first name, last name, email, phone number, and property type, then click ‘Send’. This will send the test data to your Pabbly Connect workflow.

After submitting the form, return to Pabbly Connect and check if the Webhook has captured the response. You should see all the details you entered in the test submission. This confirms that the trigger is working correctly, and data is being sent from Elementor to Pabbly Connect.

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Adding Submitted Data to Notion Using Pabbly Connect

Now that your Elementor form is set up to send data to Pabbly Connect, it’s time to configure the action application, which is Notion. In the Pabbly Connect workflow, select Notion as your action application and choose the action event ‘Create Database Item’.

You will then need to connect your Notion account to Pabbly Connect. Click on ‘Connect’, and if you haven’t connected before, follow the prompts to grant Pabbly Connect the necessary permissions. Once connected, select the database in Notion where you want to add the new lead details.

Next, you will map the fields from your Elementor submission to the corresponding fields in your Notion database. This mapping allows Pabbly Connect to automatically insert data into your Notion database based on new submissions from Elementor. After mapping all required fields, click ‘Send Test Request’ to verify that the data is being sent correctly.

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Conclusion

In this tutorial, we explored how to integrate Elementor with Notion using Pabbly Connect. By following these steps, you can automate the process of transferring lead data from Elementor forms directly into your Notion database, enhancing your lead management efficiency.

Learn how to integrate Pabbly Email Marketing with Contact Form 7 using Pabbly Email Marketing. Follow this step-by-step tutorial for seamless automation. Explore practical approaches to email list management, campaign creation, and performance tracking that maximize your marketing ROI.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Email Marketing for Integration

To start integrating Pabbly Email Marketing, first, access its platform. Open your browser and search for Pabbly Email Marketing. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply log in using their credentials.

Upon logging in, you will see various applications offered by Pabbly. Select Pabbly Email Marketing as it is the central platform that will facilitate the integration with Contact Form 7. This will allow you to automatically add subscribers from your form submissions.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect to automate the process. Start by clicking on the ‘Create Workflow’ button on your dashboard. Name your workflow something descriptive, such as ‘Pabbly Email Marketing Subscriber from Contact Form 7 Submission’.

Once you name your workflow, you will be directed to the workflow window. Here, you need to set up a trigger and an action. The trigger will be based on a new form submission from Contact Form 7, while the action will be to add a subscriber in Pabbly Email Marketing.

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3. Setting Up the Contact Form 7 Trigger

To set up the trigger, select Contact Form 7 as your trigger application. Then, choose the trigger event as ‘New Form Submission’. This event will initiate your workflow when a new submission is made. You will receive a webhook URL that you will need to use in your WordPress dashboard. using Pabbly Connect

• Copy the webhook URL provided by Pabbly Connect.
• Go to your WordPress dashboard and navigate to the Contact Form 7 plugin.
• Edit the form you want to connect and enable the webhook by pasting the URL.

After saving the changes in Contact Form 7, your trigger will be set up successfully. Now, your workflow is waiting for a test submission to capture the data.

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4. Adding a Subscriber in Pabbly Email Marketing

With the trigger set, move on to the action step where you will select Pabbly Email Marketing as the action application. For the action event, choose ‘Add Subscriber’. This will allow you to automatically add new form submissions as subscribers in your Pabbly Email Marketing account.

Next, you will need to connect your Pabbly Email Marketing account by providing a bearer token. You can obtain this token from the integration section of your Pabbly Email Marketing account. Once connected, select the list where you want to add the subscribers.

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5. Testing the Integration

After setting up the action, it’s crucial to test the integration. Go back to your Contact Form 7 and perform a test submission. Fill in the required fields and submit the form. This action should trigger your workflow in Pabbly Connect.

Check your Pabbly Email Marketing account to verify if the new subscriber has been added successfully. You should see the details from your test submission reflected in your subscriber list, confirming that the integration works seamlessly.

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Conclusion

This tutorial demonstrates how to integrate Pabbly Email Marketing with Contact Form 7 using Pabbly Connect. By following these steps, you can automate your subscriber management process, enhancing your email marketing efforts effectively.

Learn how to automate WhatsApp messaging on Jotform submissions using Pabbly Connect. Step-by-step guide to integrate Jotform with AiSensy for seamless communication. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send and get WhatsApp messages on Jotform submissions, you need to use Pabbly Connect. Start by visiting the Pabbly Connect homepage and signing up or signing in if you are an existing user. This platform allows you to seamlessly integrate different applications, including Jotform and WhatsApp.

Once logged in, you will see the dashboard where you can create workflows. Click on the ‘Create Workflow’ button to begin setting up your integration. This is the first step in automating your process of sending WhatsApp messages whenever you receive a new Jotform submission.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect to automate the messaging process. After clicking the ‘Create Workflow’ button, name your workflow something like ‘Send and Get WhatsApp Message on Jotform Submission using AiSensy’. You can also select a specific folder for better organization.

• Click on ‘Create’ to finalize your workflow setup.
• Set up a trigger by selecting Jotform as your trigger application.
• Choose ‘New Response’ as the trigger event.

After setting your trigger, Pabbly Connect will provide a webhook URL. This URL is crucial for connecting your Jotform account with Pabbly Connect and will be used in the next steps.

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3. Integrating Jotform with Pabbly Connect

To integrate Jotform with Pabbly Connect, copy the webhook URL provided in the workflow. Go to your Jotform account, select the form you want to link (e.g., ABC Travel Agency), and navigate to the settings. Under the integrations tab, choose ‘Webhooks’ and paste the copied URL.

After adding the webhook, complete the integration. This allows Pabbly Connect to capture responses from your Jotform whenever a new submission occurs. It’s essential to test this connection by submitting a test response through your Jotform.

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4. Sending WhatsApp Messages Using Pabbly Connect

Now that Jotform is integrated with Pabbly Connect, the next step is to send WhatsApp messages. In your workflow, add an action step and select ‘WhatsApp by AiSensy’ as your action application. Choose the action event as ‘Send Template Message’ to send an automated response to your leads.

• Map the phone number field from the Jotform response to ensure the message goes to the correct lead.
• Enter the campaign name you created in AiSensy for the template message.
• Click ‘Save and Send Test Request’ to check if the message is sent successfully.

This step ensures that your leads receive timely WhatsApp messages confirming their inquiry, enhancing customer engagement.

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5. Receiving WhatsApp Messages on Inquiry

After sending messages to leads, you can set up another action in Pabbly Connect to receive WhatsApp messages regarding new inquiries. Again, select ‘WhatsApp by AiSensy’ as your action application, and choose the action event as ‘Send Template Message’.

Follow similar steps as before: map necessary fields and enter the campaign name for receiving inquiry details. This allows you to get notified on WhatsApp whenever a new inquiry is made through Jotform. Ensure to test this setup by submitting another test response.

By using Pabbly Connect, you streamline your workflow and maintain effective communication with your clients, ultimately improving your business operations.

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Conclusion

In this tutorial, we explored how to send and get WhatsApp messages on Jotform submissions using Pabbly Connect. By integrating Jotform with AiSensy, you can automate communication with leads and improve response times, enhancing your customer service experience.

Learn how to automate WhatsApp messages on form submission using Pabbly Connect, Elementor, and Google Sheets. Follow this detailed tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating WhatsApp messages, first access Pabbly Connect by visiting the official website. If you’re a new user, click on the ‘Sign Up Free’ button to create an account and receive 300 tasks every month. Existing users can simply log in.

After logging in, you will arrive at the Pabbly dashboard. Here, you can see all available applications. To set up your integration, click on the ‘Create Workflow’ button located in the top right corner. This is where you’ll begin the process of connecting your applications.

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2. Creating a Workflow in Pabbly Connect

In your new workflow dialog box, name your workflow something descriptive, such as ‘Send Automated WhatsApp Message on Elementor Form Submission and Add Details in Google Sheets.’ Select a folder for better organization of your workflows. using Pabbly Connect

• Create a new workflow by clicking on ‘Create’.
• Name your workflow appropriately.
• Select a folder to save your workflow.

Once you have created your workflow, you will see options for setting up a trigger and action. The trigger indicates what will start your automation, while the action defines what will happen as a result. In this case, the trigger will be a new form submission from Elementor.

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3. Setting Up the Trigger with Elementor

To configure the trigger, select ‘Elementor’ as your application. Then, choose ‘New Form Submission’ as the trigger event. This means that every time someone submits a form on your Elementor site, it will initiate the workflow in Pabbly Connect.

After selecting the trigger event, you will receive a webhook URL. Copy this URL to link your Elementor form with Pabbly Connect. Go to your WordPress dashboard, edit your Elementor form, and navigate to the ‘Actions After Submit’ section. Here, select ‘Webhook’ and paste the copied URL into the designated field.

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4. Adding Google Sheets Action in Pabbly Connect

Now that your trigger is set, the next step is to add an action to store the form submission data in Google Sheets. In your workflow, select ‘Google Sheets’ as the action application and choose ‘Add a New Row’ as the action event.

• Sign in to your Google account through Pabbly Connect.
• Choose the spreadsheet and specific sheet where you want to save the data.
• Map the fields from the Elementor form to the corresponding columns in Google Sheets.

Ensure that all necessary fields such as name, email, phone number, type of property, city, and date are mapped correctly. This will allow Pabbly Connect to dynamically insert the new lead’s details into your spreadsheet whenever a form is submitted.

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5. Sending Automated WhatsApp Messages

To finalize the automation, add another action step to send WhatsApp messages using the WhatsApp Cloud API. Select ‘WhatsApp Cloud API’ as the action application and choose ‘Test Send Template Message’ as the action event. using Pabbly Connect

Connect your WhatsApp Cloud API by entering the required credentials such as the access token and phone number ID. After setting up the connection, select the template you created for sending messages. Map the phone number from the form submission to ensure it reaches the correct recipient.

Once everything is set, click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully. With this setup, every new form submission will trigger an automated WhatsApp message to the lead, enhancing your responsiveness and customer service.

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Conclusion

This tutorial demonstrates how to automate WhatsApp messages using Pabbly Connect, Elementor, and Google Sheets. By following these steps, you can streamline your lead management process and improve your communication with potential clients.