Author: Rajpal Tomar

Learn how to integrate Flexi Funnels with WhatsApp Cloud API using Pabbly Connect for automated order notifications and confirmations. 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. Setting Up Pabbly Connect for Integration

To start with the integration process, you need to use Pabbly Connect. This platform allows you to automate workflows between different applications. First, visit the Pabbly Connect website and sign in to your account. If you’re a new user, you can sign up for free and receive 100 tasks every month.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. You will be prompted to name your workflow, so enter something like ‘Send and Get WhatsApp Message on Flexi Funnels Purchase’ and select a folder to save it in.

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2. Trigger Setup with Flexi Funnels

The next step is to set up the trigger in Pabbly Connect. For this, select Flexi Funnels as the trigger application and choose the event as ‘New Purchase’. This will allow Pabbly Connect to capture any new purchases made through Flexi Funnels.

• Select ‘Flexi Funnels’ as the trigger application.
• Choose ‘New Purchase’ as the trigger event.
• Copy the provided webhook URL.

After copying the webhook URL, go to your Flexi Funnels account. Open the product for which you want to set the webhook. Navigate to the product’s edit page and select the option to set rules. Click on ‘Set Product Rules’ and choose the option to send to a webhook. Paste the copied URL and save the settings.

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3. Testing the Trigger Setup

Now that you have configured the trigger, it’s time to test it. Perform a test purchase in Flexi Funnels to ensure that Pabbly Connect captures the purchase details correctly. Fill in the required customer details during the test purchase.

• Enter customer first and last name.
• Provide a dummy email and phone number.
• Select the product and complete the order.

After completing the test purchase, return to Pabbly Connect and check if the response from Flexi Funnels has been captured. You should see transaction details like the order ID and customer information, confirming that the trigger works correctly.

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4. Action Setup with WhatsApp Cloud API

Next, you need to set up the action step in Pabbly Connect. For this, select WhatsApp Cloud API as the action application and choose the action event as ‘Send Template Message’. This allows you to send a confirmation message to the customer after their purchase.

To connect WhatsApp Cloud API, you will need to provide your token, phone number ID, and WhatsApp Business account ID. If you haven’t set this up yet, follow the provided instructions in Pabbly Connect to create your WhatsApp Cloud API setup.

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5. Sending Notifications and Confirmations

With the action step set up, you can now send WhatsApp messages. Fill in the required fields, including the template name for your confirmation message. Make sure to map the customer’s phone number and other relevant details from the previous step. using Pabbly Connect

After mapping the data, click on the ‘Save and Send Test Request’ button. If everything is configured correctly, you should receive a WhatsApp message confirming the order. This automated process ensures that both you and your customers receive instant notifications about new purchases.

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Conclusion

In this tutorial, we explored how to integrate Flexi Funnels with WhatsApp Cloud API using Pabbly Connect. This automation enhances customer satisfaction by providing instant order confirmations and notifications, streamlining the management of your online store.

Learn how to integrate India with Salesforce CRM Using Pabbly Connect. This detailed tutorial covers every step to automate your lead management process effectively. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level. with Pabbly Connect.

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1. Setting Up India Integration with Salesforce CRM

Integrating India with Salesforce CRM begins with automating lead management. This process allows you to capture leads from India and directly add them to your Salesforce CRM. By using Pabbly Connect, you can set up this integration without any coding skills.

First, navigate to the Pabbly Connect homepage. Here, you can sign in or create a free account. After logging in, you can access the dashboard where you can create workflows that connect India with Salesforce CRM.

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2. Creating a Workflow for India Leads

To create a workflow for adding India leads to Salesforce CRM, click on the ‘Create Workflow’ option in Pabbly Connect. Name your workflow something like ‘Add India Leads to Salesforce’ to keep it organized.

• Select the folder where you want to save the workflow.
• Define the trigger as ‘New Lead’ from India.
• Choose the action as ‘Create Record’ in Salesforce CRM.

After setting up these parameters, you can move on to the next step of connecting your applications.

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3. Connecting India and Salesforce for Lead Capture

Once you have your workflow set up, it’s essential to establish a connection between India and Salesforce. Start by selecting India as your trigger application in Pabbly Connect. Choose ‘New Lead’ as the trigger event.

After selecting the trigger, you will receive a webhook URL. This URL needs to be integrated into your India account. Log into your India account, navigate to the Lead Manager, and select the Push API option. Here, paste the webhook URL and save the details.

• Select the source of leads and name the platform as Pabbly Connect.
• Generate an OTP to confirm the connection.
• Verify the webhook setup by testing with a dummy lead inquiry.

After successfully setting up the webhook, you will be ready to capture leads from India into Salesforce CRM automatically.

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4. Adding Captured Leads to Salesforce CRM

With the connection established, the next step involves adding captured leads to Salesforce. In your Pabbly Connect workflow, select Salesforce as the action application and choose ‘Create Record’ as the action event.

Log into your Salesforce account and authorize Pabbly Connect to access your Salesforce data. Once authorized, you will need to map the fields from the captured lead details to the corresponding fields in Salesforce.

Map the first name and last name from the lead details. Include additional details like email, phone number, and company name. Ensure all relevant fields are filled accurately.

After mapping the fields, save your settings. This will ensure that every new lead received from India is automatically added to your Salesforce CRM.

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5. Testing and Verifying the Integration

After setting everything up, it’s crucial to test and verify the integration between India and Salesforce CRM. Start by submitting a dummy lead inquiry through your India account. This will trigger the workflow in Pabbly Connect.

Check your Pabbly Connect dashboard to see if the lead details have been captured successfully. You should see all the information you submitted in the inquiry.

Finally, log into your Salesforce account and navigate to the leads section. Refresh the page to verify that the new lead has been added. If everything is set up correctly, you will see the lead with all its details listed in Salesforce CRM.

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 India with Salesforce CRM using Pabbly Connect allows for seamless lead management. By following these detailed steps, you can automate the process of capturing leads from India and adding them directly to your Salesforce CRM, enhancing your efficiency and productivity.

Learn how to automate notifications from Flexi Funnels to Google Chat using Pabbly Connect. Follow this detailed tutorial 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 begin the integration process, access Pabbly Connect by signing up for a free account. This platform is essential for connecting various applications like Flexi Funnels and Google Chat.

Once you have signed up, log into your Pabbly Connect dashboard. Here, you will create a new workflow to automate notifications whenever a purchase is made in Flexi Funnels.

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2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Flexi Funnels to Google Chat’. This name will help you identify the workflow later.

• Click on the folder selection to choose where to save the workflow.
• After naming your workflow, click on the ‘Create’ button to proceed.

Your new workflow will consist of a trigger and an action window. The trigger will initiate the process, while the action will define what happens next. This structure is crucial for setting up your automation correctly.

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3. Setting Up the Trigger with Flexi Funnels

In the trigger window of Pabbly Connect, search for ‘Flexi Funnels’ and select it. Choose the trigger event as ‘New Purchase’ from the dropdown menu. This step is vital as it tells Pabbly Connect when to start the automation.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL needs to be added to your Flexi Funnels account to capture purchase details. Follow the instructions in Pabbly Connect to copy this URL.

• Go to your Flexi Funnels account and navigate to the product section.
• Edit the product for which you want to set up the automation.
• Paste the webhook URL in the designated area and save the changes.

Once the webhook is set up, Pabbly Connect will be ready to receive purchase details from Flexi Funnels whenever a transaction occurs.

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4. Configuring the Action to Send Messages to Google Chat

After setting the trigger, move to the action window in Pabbly Connect. Search for ‘Google Chat’ and select it. Choose the action event as ‘Create Message’. This action will send notifications to your Google Chat space when a new purchase occurs.

Next, you will need to generate a webhook URL from your Google Chat account. In Google Chat, navigate to the space where you want to send messages. Click on ‘Apps and Integration’ and then on ‘Webhooks’ to add a new webhook.

Give your webhook a name and click ‘Save’. Copy the generated webhook URL and paste it back into Pabbly Connect.

After pasting the URL, create a message template that includes all necessary purchase details. This message will inform your team about the new sale.

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5. Mapping Purchase Details in Pabbly Connect

In the message field of the Google Chat action, you will need to map the details received from the Flexi Funnels trigger. This involves selecting the appropriate fields from the dropdown that correspond to the customer information. using Pabbly Connect

For example, map the customer’s name, email, mobile number, address, and product details. This mapping ensures that the correct information is sent to Google Chat whenever a purchase occurs.

Select the response fields from the trigger step for each piece of information you want to include. After mapping all necessary details, click ‘Save and Send Test Request’ to verify the setup.

If everything is set up correctly, a test message will be sent to your Google Chat space, confirming that the automation is functioning as intended. This integration allows for real-time notifications of sales, enhancing team communication.

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Conclusion

This tutorial has demonstrated how to effectively use Pabbly Connect to integrate Flexi Funnels with Google Chat. By automating notifications, you can keep your team updated on sales in real-time. Follow these steps to set up your integration successfully.

Learn how to automate the process of adding Google Forms submissions to MongoDB using Pabbly Connect. Follow this detailed tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

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

To start integrating Google Forms with MongoDB, you will first need to access Pabbly Connect. This platform facilitates the automation of form submissions directly into your MongoDB database.

Begin by signing up for a free Pabbly Connect account. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Google Forms to MongoDB,’ and select the appropriate folder in your Pabbly Connect account.

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2. Configuring the Trigger for Google Forms

In this section, we will set up the trigger to capture new responses from Google Forms using Pabbly Connect. Select ‘Google Forms’ as the app in the trigger window and choose the event as ‘New Response Received’.

• Choose Google Forms from the app list.
• Set the trigger event to ‘New Response Received’.
• Copy the webhook URL provided by Pabbly Connect.

Now, navigate to your Google Form, go to the ‘Responses’ tab, and link it to a new Google Sheet. In the Google Sheet, install the Pabbly Connect Webhooks add-on. After installation, refresh the sheet and proceed with the initial setup by entering the copied webhook URL and setting the trigger column to the last data entry column.

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3. Submitting a Form to Capture Data

With the trigger configured, it’s time to test the integration by submitting a form. Use the Google Form you created to enter a dummy submission. For instance, fill in the customer name, email, feedback type, and message.

Once submitted, check your Google Sheet to confirm that the response appears correctly. This step is crucial as it verifies that the data is flowing from Google Forms to the Google Sheet, ready to be captured by Pabbly Connect.

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4. Connecting MongoDB to Pabbly Connect

The next step involves connecting your MongoDB account to Pabbly Connect. In the action step, select MongoDB and choose ‘Create Record’ as the action event.

• Enter your MongoDB connection string, including the database name and credentials.
• Specify the collection name where you want to store the form responses.
• Map the form response fields to the respective fields in MongoDB.

After mapping the fields, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation that the data has been added to your MongoDB collection.

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5. Testing the Full Integration Workflow

Now that you’ve set up the integration, it’s time to test the entire workflow. Go back to your Google Form and submit another test response.

After submission, check your MongoDB collection to see if the new entry appears. This confirms that the integration works seamlessly through Pabbly Connect, automating the process of adding Google Forms submissions to MongoDB.

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, using Pabbly Connect to automate the integration of Google Forms submissions into MongoDB allows for efficient data management and analysis. By following the steps outlined in this tutorial, you can set up this automation easily and effectively.

Learn how to automate user enrollment with Pabbly Connect and Contact Form 7. Follow our step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for User Enrollment

To automate user enrollment, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect. You will find options to sign in or sign up for free.

If you don’t have an account, click on the ‘Sign Up for Free’ button. This process takes just a couple of minutes and grants you 100 free tasks each month. If you already have an account, simply sign in, and proceed to the dashboard.

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2. 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 window will appear. Name your workflow according to your objective, such as ‘Enroll User on Contact Form 7 Submission’.

• Click on ‘Create’ to proceed.
• You will see two boxes labeled ‘Trigger’ and ‘Action’.

In this window, you can set up your trigger. The trigger will be the first step executed in your workflow, followed by the action. Set the trigger application to ‘Contact Form 7’ and select the event as ‘New Form Submission’.

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3. Connecting Contact Form 7 to Pabbly Connect

To connect Contact Form 7 with Pabbly Connect, you need to use a webhook URL. This URL acts as a bridge between the two applications. Copy the webhook URL provided in Pabbly Connect.

Next, navigate to your WordPress account where Contact Form 7 is installed. Edit the registration form you created and enable the option to send data to the webhook. Paste the copied webhook URL into the designated field and save your changes.

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4. Setting Up the Action in Pabbly Connect

Once the trigger is configured, it’s time to set up the action in Pabbly Connect. For the action application, choose ‘Rigi’ and select the action event as ‘Import User’. You will need to connect Rigi with Pabbly Connect by providing a token from your Rigi dashboard.

To find the token, log into your Rigi account and navigate to the Integrations section. Enable the Pabbly Connect option and copy the provided token. Return to Pabbly Connect, paste the token, and save your connection.

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5. Mapping User Data in Pabbly Connect

Now that you have set up the action, you need to map the user data received from Contact Form 7 into Pabbly Connect. This involves filling in the user details such as first name, last name, email, and phone number using the mapped data from the previous step.

• Map the first name and last name from the response.
• Include the email address and phone number, ensuring to add a plus sign before the phone number.

Finally, set the validity period for access. You can enter ‘-1’ for lifetime access. After mapping all the details, click on ‘Save and Send Test’ to confirm the setup. Check your Rigi account to ensure the user has been enrolled successfully.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate user enrollment through Contact Form 7. By following these steps, you can streamline your enrollment process efficiently.

Learn how to integrate Trigger with Automation, Slack, and Instam Mojo for seamless payment notifications in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up Trigger for Failed Payments

In this section, we will focus on setting up the Trigger for failed payments using Instam Mojo. The first step is to create a connection using Pabbly Connect to automate notifications for failed payments.

To do this, navigate to Pabbly Connect and create a new workflow. Name your workflow appropriately, such as ‘Notify Team on Slack for Failed Instam Mojo Payment’. After naming it, click on the ‘Create’ button to proceed to the trigger setup.

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2. Configuring Action to Notify on Slack

After setting up the Trigger, the next step involves configuring the action to send notifications to Slack. For this, you will select Slack as your action application in Pabbly Connect.

• Select ‘Send Channel Message’ as the action event.
• Connect your Slack account by providing the necessary permissions.
• Choose the specific channel where notifications will be sent.

Once you have set up the action, you will need to create a notification message that includes details such as customer name, phone number, email, product name, and payment amount. This ensures your team is promptly informed about failed payments.

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3. Connecting Instam Mojo with Pabbly Connect

To connect Instam Mojo with Pabbly Connect, you will need to generate a webhook URL. This URL acts as a bridge between the two applications. Copy the webhook URL from Pabbly Connect and navigate to your Instam Mojo account. using Pabbly Connect

Inside Instam Mojo, go to the page settings for the product you wish to monitor. Here, you can paste the copied webhook URL into the webhook settings. Make sure to select the option for failed payments to ensure the correct data is sent.

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4. Testing the Automation Workflow

After setting up the integration, it is crucial to test the workflow to ensure it functions as intended. Create a test payment using the PHP product page in Instam Mojo, intentionally entering incorrect payment details to trigger a failure. using Pabbly Connect

Once the payment fails, check Pabbly Connect to see if the webhook response was received. If successful, a notification should be sent to your selected Slack channel, confirming that the automation is working correctly.

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5. Conclusion: Streamlining Notifications with Automation

In this tutorial, we explored how to integrate Trigger with Automation to notify your team about failed payments via Slack. By following the steps outlined, you can ensure timely communication and quick resolution of payment issues.

This integration not only enhances operational efficiency but also improves customer service by allowing your team to respond promptly to payment failures. Implement this automation today to streamline your payment notifications!

Learn how to automate the process of creating Zendesk users from LinkedIn leads using Pabbly Connect. Follow our detailed tutorial for a 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 integrating LinkedIn Leads with Zendesk, first, access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. Simply visit the Pabbly Connect homepage and log in using your credentials.

If you are a new user, you can sign up for free and explore the features. Once logged in, you will see the dashboard where you can create workflows to connect LinkedIn Leads and Zendesk.

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2. Creating a Workflow in Pabbly Connect

Next, to create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This is where you will set up the automation between LinkedIn Leads and Zendesk.

• Name your workflow, for example, ‘Create Zendesk User from LinkedIn Leads’.
• Select a folder for your workflow, or create a new one if necessary.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see the automation principles of trigger and action. This is where you will define how the integration works.

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3. Setting Up the Trigger with LinkedIn Leads

Now, set up the trigger in Pabbly Connect by selecting LinkedIn Leads as the application. This step is crucial as it defines when the automation will start. Choose the trigger event as ‘New Lead Form Response’ to ensure that every new lead captured will trigger the workflow.

To connect LinkedIn Leads with Pabbly Connect, click on ‘Connect’ and authorize your LinkedIn account. After successful authorization, select your account and lead form from the dropdown menus. This allows Pabbly Connect to access the leads generated through your LinkedIn ads.

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4. Creating Users in Zendesk as an Action

In the next step, you will set up the action in Pabbly Connect to create a new user in Zendesk. Select Zendesk as the action application and choose the action event ‘Create User’. This means that whenever a new lead is received, a corresponding user will be created in Zendesk.

• Connect your Zendesk account by entering your username, API token, and subdomain.
• Map the fields such as name, email, and phone number from the lead response.
• Click ‘Save and Send Test Request’ to check if the user is created successfully.

This step ensures that all the lead information is transferred correctly into Zendesk, allowing you to manage customer inquiries effectively.

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5. Testing and Verifying the Integration

Finally, you need to test the integration set up through Pabbly Connect. Generate a test lead using your LinkedIn Lead Gen form and ensure that the details are sent to Zendesk. After submitting the test lead, return to Pabbly Connect and view the response from Zendesk.

Once you confirm that the user has been created in Zendesk, you can check your Zendesk account to verify that the new user appears correctly in the customer list. This confirms that your automation is working flawlessly.

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Conclusion

In this tutorial, we explored how to integrate LinkedIn Leads with Zendesk using Pabbly Connect. By automating the process, you can manage customer inquiries more efficiently and ensure that no leads are missed. This integration can significantly enhance your customer support workflow.

Learn how to automate adding Zoom meeting registrants from Zoho form submissions using Pabbly Connect in this detailed tutorial. 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 Automation

To begin automating the addition of Zoom meeting registrants from Zoho form submissions, you will first need to access Pabbly Connect. This platform allows you to connect various applications seamlessly, making your workflow efficient.

Navigate to the Pabbly Connect website by entering the URL in your browser. Once there, you will see options for signing in or signing up. If you are a new user, click on ‘Sign Up Free’ to create an account and get started with 100 free tasks every month.

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2. Creating a Workflow in Pabbly Connect

After signing in, the next step is to create a workflow in Pabbly Connect. This workflow will automate the process of adding registrants to your Zoom meetings whenever a new form is submitted through Zoho Forms.

To create the workflow, follow these steps:

• Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.
• Name your workflow, for example, ‘Add Zoom Meeting Registrant on Zoho Form Submission’.
• Select a folder for your workflow, such as ‘Automations’.

Once you have completed these steps, you will have successfully created a workflow in Pabbly Connect.

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3. Setting Up the Trigger with Zoho Forms

The next step involves setting up the trigger application in your workflow, which will be Zoho Forms. This means that every time a new form submission is made, it will trigger the automation in Pabbly Connect.

Here’s how to set up the trigger:

• Select ‘Zoho Forms’ as your trigger application.
• Choose ‘New Form Submitted’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Next, you will need to go to your Zoho Forms account and paste the webhook URL in the integrations section of your form settings. This allows Pabbly Connect to receive data from Zoho Forms automatically.

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4. Adding Registrants to Zoom Meetings

Once the trigger is set up, the next step is to configure the action application, which will be Zoom. This will allow Pabbly Connect to add the registrants to your Zoom meetings automatically based on the form submissions.

To set up the action in Zoom, follow these steps:

Select ‘Zoom’ as your action application. Choose ‘Add Meeting Registrant’ as the action event. Connect your Zoom account to Pabbly Connect by authorizing it.

After establishing the connection, you will need to map the fields from the Zoho form submission to the corresponding fields in Zoom, such as first name, last name, and email address. This mapping ensures that the correct data is sent to Zoom for each registrant.

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5. Testing the Integration

After setting up the trigger and action, it’s crucial to test your integration to ensure it works as intended. This is where Pabbly Connect shines by allowing you to validate the entire workflow.

To test the integration, do the following:

Submit a test response through your Zoho form. Check your Zoom account to see if the registrant has been added successfully.

Once you confirm that the registrant appears in your Zoom meeting, you will have successfully automated the process of adding Zoom meeting registrants using Pabbly Connect.

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Conclusion

In this tutorial, we covered how to automate the addition of Zoom meeting registrants from Zoho form submissions using Pabbly Connect. By following these steps, you can streamline your registration process and save valuable time.

Learn how to seamlessly integrate Zoom with Telly using Pabbly Connect. This tutorial provides a detailed, step-by-step guide for automating your webinar registrations. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Begin Integration

To integrate Zoom with Telly, the first step is to access Pabbly Connect. You can do this by typing Pabbly.com/connect in your browser. Once on the landing page, sign in to your account using the ‘Sign In’ button at the top right corner.

If you are a new user, you can sign up for free and receive 100 tasks monthly. After signing in, you will see the Pabbly Connect dashboard where you can manage your workflows. Click on ‘Create Workflow’ to begin setting up your integration.

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2. Create a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Give your workflow a name, such as ‘Add Zoom Meeting Registrant on Telly Form Submission’, and select the appropriate folder for organization. Click on ‘Create’ to proceed.

Once the workflow is created, you will see two boxes labeled Trigger and Action. The Trigger is the event that starts the workflow, and in this case, it will be Telly where a new form submission occurs. The Action will be Zoom, where a registrant will be added automatically.

• Name your workflow appropriately.
• Select the folder for organization.
• Click on ‘Create’ to set up the workflow.

Now, you are ready to set up the Trigger with Telly and the Action with Zoom, which will automate the registration process.

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3. Set Up Trigger with Telly in Pabbly Connect

To set up the Trigger in Pabbly Connect, select Telly as your Trigger application and choose ‘New Response’ as the Trigger event. This means the workflow will start whenever a new form submission is received in Telly.

Next, you will be provided with a webhook URL. This URL acts as a bridge between Telly and Pabbly Connect. Copy this webhook URL and navigate to your Telly form settings to paste it into the webhook integration section. Ensure to save the changes to establish the connection.

• Select Telly as the Trigger application.
• Choose ‘New Response’ as the Trigger event.
• Paste the webhook URL in the Telly form settings.

Once the webhook is set up, test the integration by submitting a new response in your Telly form. This will allow Pabbly Connect to receive the data and confirm that the Trigger is functioning correctly.

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4. Add Registrant in Zoom Using Pabbly Connect

Now that the Trigger is set up, the next step is to configure the Action in Pabbly Connect. Select Zoom as your Action application and choose ‘Add Meeting Registrant’ as the Action event. This will allow you to automatically add a registrant to your Zoom meeting whenever a new form submission is made.

Click on ‘Connect’ to link your Zoom account with Pabbly Connect. If you have an existing connection, you can use that; otherwise, create a new connection. Ensure you are logged into your Zoom account for a smooth authorization process.

Select Zoom as the Action application. Choose ‘Add Meeting Registrant’ as the Action event. Connect your Zoom account to Pabbly Connect.

After connecting, fill in the required details such as the meeting ID and registrant’s email address. Use the mapping feature to automatically pull the email address and other relevant information from the Telly form submission data.

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5. Test Integration and Verify Registrant Creation

To ensure everything is working correctly, it’s important to test the integration in Pabbly Connect. After filling out the Telly form with dummy data, check the Zoom account to see if the registrant has been added successfully. You should see the newly created registrant in your Zoom meeting’s registration list.

If the registrant appears in Zoom, it confirms that the integration is functioning as intended. You can now automate the registration process for all future Telly form submissions, saving time and effort.

Submit a new response in Telly to test the integration. Check the Zoom registrations to verify the new registrant. Ensure all details are captured correctly.

This successful test indicates that your integration between Telly and Zoom via Pabbly Connect is complete and operational.

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Conclusion

In this tutorial, we explored how to integrate Zoom with Telly using Pabbly Connect. By following the steps outlined, you can automate the registration process for your webinars, ensuring a seamless experience for your participants. This integration simplifies your workflow and enhances your event management efficiency.

Learn how to integrate LinkedIn Legion Forms with InCharge using Pabbly Connect. This detailed tutorial covers each step for seamless automation. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration Setup

To start integrating LinkedIn Legion Forms with InCharge, you need to access Pabbly Connect. This powerful automation tool allows you to connect various applications without coding skills.

Begin by navigating to the Pabbly Connect website. Sign in to your existing account or create a new one to get started. Once logged in, you will see your dashboard where you can manage workflows.

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2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating the integration. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Create or Update InCharge Person from LinkedIn Legion Forms’.

• Select the appropriate folder for your workflow.
• Define the trigger and action applications for your workflow.

Once you have named your workflow, you will see options for setting up triggers and actions. This is where you define how the automation will work with LinkedIn Legion Forms and InCharge.

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3. Setting Up LinkedIn Legion Forms as Trigger

In this step, you will configure LinkedIn Legion Forms as the trigger application in Pabbly Connect. Choose ‘LinkedIn Legion Forms’ and select the trigger event as ‘New Legion Form Lead’.

Next, connect your LinkedIn account by clicking on the ‘Connect’ button. If you’ve already connected, you can save the existing connection. Otherwise, create a new connection by logging in to your LinkedIn account and authorizing Pabbly Connect.

• Input your LinkedIn account and select the lead form you want to use.
• Ensure your LinkedIn campaign is active for the trigger to work.

After setting up the trigger, you will need to test the connection by filling out the LinkedIn form to ensure data is sent to Pabbly Connect.

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4. Setting Up InCharge as Action

Now, configure InCharge as the action application in Pabbly Connect. Select ‘InCharge’ and choose the action event as ‘Add or Update Person’. This will allow you to create or update a person in your InCharge account based on the leads from LinkedIn.

Connect your InCharge account by clicking the ‘Connect’ button. Authorize Pabbly Connect to access your InCharge account by allowing the necessary permissions.

Map the fields from LinkedIn Legion Forms to the corresponding fields in InCharge. Use the mapping feature to ensure dynamic data entry.

After mapping the fields, click on ‘Save and Send Test Request’ to test the integration. If successful, the new lead will be created in your InCharge account.

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5. Testing the Integration and Finalizing

With both LinkedIn Legion Forms and InCharge set up in Pabbly Connect, it’s time to test the integration. Submit a lead through your LinkedIn form and monitor the response in Pabbly Connect.

Check your InCharge account to verify that the new person has been created with the correct details. If everything is successful, your automation is complete.

To summarize, you have successfully created an integration between LinkedIn Legion Forms and InCharge using Pabbly Connect, allowing for seamless lead management and updates.

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, using Pabbly Connect to integrate LinkedIn Legion Forms with InCharge streamlines your lead management process. By following the steps outlined, you can automate data entry and ensure efficient tracking of your leads.