Author: Rajpal Tomar

Learn how to automate the creation of Apollo.io contacts from LinkedIn Lead Gen Forms leads using Pabbly Connect. Step-by-step guide included. 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 the integration process, you first need to access Pabbly Connect. Simply type ‘Pabbly.com/connect’ in your browser to reach the Pabbly Connect landing page.

Once you are on the website, you will see options to either sign in or sign up. If you are a new user, click on ‘Sign up for free’ to create an account and receive 100 tasks free monthly. If you already have an account, just click ‘Sign in’ to access your dashboard.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will see your dashboard. To create a new workflow, click on ‘Create Workflow’. You will need to name your workflow, for example, ‘Create Apollo.io Contact from LinkedIn Lead Gen Forms Leads’.

Next, select a folder to save your workflow. Click on ‘Create’ after naming your workflow. This will lead you to a screen with two boxes: one for the trigger and one for the action.

• Name your workflow appropriately.
• Select a suitable folder for your workflow.
• Click on ‘Create’ to finalize.

Now you can set up the trigger and action for your integration. The trigger will be LinkedIn Lead Gen Forms, and the action will be creating a contact in Apollo.io.

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3. Setting Up LinkedIn Lead Gen Forms as Trigger

In this step, you will configure LinkedIn Lead Gen Forms as your trigger application in Pabbly Connect. Select ‘LinkedIn Lead Gen Forms’ from the trigger application options and choose ‘New Lead Form Response’ as the trigger event.

Click on ‘Connect’ and select ‘Add New Connection’ if you do not have an existing connection. You will need to log into your LinkedIn account to authorize Pabbly Connect to access your Lead Gen Forms.

• Select ‘LinkedIn Lead Gen Forms’ as the trigger application.
• Choose ‘New Lead Form Response’ as the trigger event.
• Authorize your LinkedIn account for connection.

After successfully connecting, choose the relevant ad account and lead form from the dropdown menus. Remember, Pabbly Connect checks for responses every 10 minutes, so you will need to submit a test lead to see if the connection works.

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4. Submitting a Test Lead to LinkedIn Lead Gen Forms

To ensure everything is set up correctly, you will need to submit a test lead through your LinkedIn Lead Gen Form. Go to your LinkedIn account and navigate to the campaign manager where your lead form is located.

Click on the lead form and fill out the fields provided. For instance, you can enter a dummy email address and phone number. Once you submit the form, return to Pabbly Connect and click on ‘Save and Send Test Request’ to fetch the response.

Navigate to your LinkedIn campaign manager. Fill out your lead form with test data. Submit the form and return to Pabbly Connect.

If the connection is successful, you will see the response data in Pabbly Connect. This confirms that your trigger is working correctly.

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5. Setting Up Apollo.io as Action Application

Now that your trigger is set, it’s time to configure Apollo.io as your action application in Pabbly Connect. Select Apollo.io and choose ‘Create Contact’ as the action event.

You will need to connect your Apollo.io account by entering the API key. Click on the provided hyperlink to generate a new API key in Apollo.io. Name your key and set the permissions, then copy it back to Pabbly Connect.

Select Apollo.io as the action application. Choose ‘Create Contact’ as the action event. Enter your API key to connect.

Once the connection is established, map the fields from the LinkedIn response to the corresponding fields in Apollo.io. This ensures that every new lead is accurately added as a contact in your Apollo.io account. Finally, click ‘Save and Send Test Request’ to confirm the integration works.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of contacts in Apollo.io from leads generated through LinkedIn Lead Gen Forms. By following these steps, you can streamline your recruitment process and enhance lead management efficiently.

Learn how to automate adding Zoom meeting registrants from Google Forms submissions using Pabbly Connect in this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Google Forms and Zoom Integration

To start automating your Zoom meeting registrations with Google Forms, you will first need to access Pabbly Connect. This platform allows you to connect various applications without any coding knowledge.

Begin by visiting the Pabbly Connect website. If you already have an account, click on the ‘Sign In’ button at the top right corner. New users can click on ‘Sign Up for Free’ to get started with 100 free tasks monthly. Once signed in, navigate to the dashboard where you can create a new workflow.

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2. Creating a Workflow in Pabbly Connect

Creating a new workflow in Pabbly Connect is essential for this integration. Click on the ‘Create Workflow’ button and name your workflow something like ‘Add Zoom Meeting Registrant on Google Forms Submission’. Choose a folder to save your workflow for easy access later.

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

Once your workflow is created, you will see two boxes labeled ‘Trigger’ and ‘Action’. For this integration, Google Forms will be your trigger application, and Zoom will be your action application. This means that whenever a new form submission is received, a registrant will automatically be added to your Zoom meeting.

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3. Setting Up Google Forms as the Trigger

To set up Google Forms as the trigger in Pabbly Connect, select ‘Google Forms’ as your trigger application. Then, choose ‘New Response Received’ as the trigger event. This sets up the workflow to activate upon receiving a new response.

Next, you need to connect Google Forms to Pabbly Connect using a webhook URL. This URL acts as a bridge between your Google Forms and Pabbly Connect. To do this, go to your Google Forms, click on ‘Responses’, and then select ‘View in Sheets’ to access the connected Google Sheets.

• Ensure the last field in your form is marked as required
• Install the ‘Pabbly Connect Webhooks’ add-on from Google Workspace Marketplace
• Copy the webhook URL from Pabbly Connect and paste it in the add-on setup

After pasting the URL, specify the trigger column, which should be the last column in your Google Sheets. This ensures that any new data entered in that column will be sent to Pabbly Connect, completing the setup for the trigger.

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4. Adding Zoom as the Action Application

With Google Forms set up as your trigger, the next step is to configure Zoom as the action application in Pabbly Connect. Select Zoom and choose ‘Add Meeting Registrant’ as the action event. Click on ‘Connect’ to link your Zoom account with Pabbly Connect.

Once connected, you’ll need to specify the meeting for which you want to add registrants. This is done by selecting the meeting from a dropdown menu in Pabbly Connect. It’s crucial to map the fields from the Google Forms response to the corresponding fields in Zoom, such as first name, last name, and email address.

Select the appropriate meeting from Zoom Map the fields correctly to ensure data is transferred accurately Click on ‘Save and Send Test Request’ to finalize the setup

After this step, check your Zoom account to confirm that the new registrant has been added successfully. This indicates that the integration between Google Forms and Zoom via Pabbly Connect is functioning correctly.

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5. Testing the Integration for Success

To ensure everything is working as intended, conduct a test submission using your Google Form. Fill in the required fields and submit the form. This action should trigger the workflow you set up in Pabbly Connect, sending the data to both Google Sheets and Zoom.

After submitting the form, check your Google Sheets to see if the new response appears. Then, log into Zoom and verify if the registrant has been added to your meeting. If both actions are successful, your integration is complete and functioning as expected.

Submit a test entry on your Google Form Check Google Sheets for the new response Verify registrant addition in Zoom

Once confirmed, you have successfully created an automated workflow that adds Zoom meeting registrants from Google Forms submissions using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate the process of adding Zoom meeting registrants from Google Forms submissions using Pabbly Connect. By following these steps, you can streamline your registration process and enhance efficiency in managing webinar attendees.

Learn how to integrate Wix Forms with Google Chat using Pabbly Connect to automate notifications for form submissions. Step-by-step tutorial included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Wix Forms and Google Chat Integration

To notify your team on Google Chat about new Wix Forms submissions, we will use Pabbly Connect. Start by accessing Pabbly Connect by searching ‘Pabbly.com’ in your browser. Once on the landing page, you will see options to sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to create an account and receive 100 tasks free every month.

As an existing user, click ‘Sign In’ and enter your credentials. After signing in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to enter your dashboard. Here, you will create a workflow that connects Wix Forms to Google Chat, allowing you to automate notifications seamlessly.

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2. Creating Your Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will need to name your workflow; for this example, name it ‘Notify Team on Google Chat for Wix Forms Submission’. Select the folder where you want to save this workflow, such as the Automations folder. using Pabbly Connect

• Click on ‘Create’ after naming your workflow.
• Select ‘Wix Forms’ as your trigger application.
• Choose ‘New Form Submission’ as the trigger event.

After selecting the trigger, Pabbly Connect will provide you with a Webhook URL. Copy this URL as it will be used in Wix Forms to establish the connection. This step is crucial as it allows Pabbly Connect to receive data from Wix Forms whenever a new submission occurs.

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3. Configuring Wix Forms to Use the Webhook URL

Now that you have your Webhook URL, log into your Wix account and navigate to the Automations section in your site dashboard. Click on ‘Add New Automation’ to start creating a new automation for your form submissions. using Pabbly Connect

Select ‘Start from Scratch’ and then choose ‘Wix Forms’ as your trigger application. Next, select ‘New Form Submission’ as the trigger event and specify which form you want to connect. Make sure to set it to not limit the frequency of submissions.

• Paste the copied Webhook URL into the Target URL field.
• Choose ‘Send via Webhook’ as your action.
• Activate the automation and name it accordingly.

After activating your Wix Forms automation, perform a test submission to ensure that Pabbly Connect captures the data. This is essential for verifying that the connection works properly before moving on to the next steps.

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4. Setting Up Google Chat for Notifications

With the Wix Forms automation in place, the next step is to configure Google Chat to receive notifications. Go back to Pabbly Connect and select Google Chat as your action application. Choose ‘Create Message’ as the action event. using Pabbly Connect

To connect Google Chat, you will need to create a new Webhook URL. Open your Google Chat, navigate to the space where you want to send notifications, and click on the three dots next to the space title. Select ‘Apps and Integrations’, then ‘Webhooks’, and click on ‘Add Webhook’.

Name your Webhook (e.g., ‘Wix Forms Notification’). Copy the generated Webhook URL. Paste this URL back into Pabbly Connect.

In Pabbly Connect, you can now map the details from the Wix Forms submission to the message you want to send. This ensures that every time a new form is submitted, your team will receive an automated message in Google Chat with the relevant details.

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5. Testing Your Integration

After setting up the automation, it’s crucial to test the integration to ensure everything is working correctly. Perform another test submission on your Wix Forms and check your Google Chat for the notification.

If the integration is successful, you should see a message in Google Chat that includes all the details from the form submission, such as the name, email, phone number, and travel details. This confirms that Pabbly Connect has effectively connected Wix Forms to Google Chat.

To recap, you have successfully set up an automation that notifies your team in Google Chat whenever a new form submission is made in Wix Forms. This integration allows for quicker response times and better management of potential leads.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate notifications from Wix Forms to Google Chat. By following these steps, you can ensure that your team is promptly informed about new inquiries, improving your response time and client satisfaction.

Learn how to integrate India M and Slack using Pabbly Connect for efficient lead notifications. Step-by-step tutorial for seamless automation. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate India M and Slack effectively, you need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page. You can do this by searching for Pabbly.com/connect in your browser.

Once on the landing page, you will see options to sign in or sign up. If you are new, click on ‘Sign up for free’ for 100 tasks free each month. Existing users can simply click on ‘Sign In’ to access their dashboard.

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2. Creating Your Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to your dashboard. Click on the ‘Create Workflow’ button located in the top right corner. You will need to name your workflow and choose a folder to save it in, such as the ‘Automations’ folder.

• Select a workflow name, for example, ‘Notify Team on Slack for India M Leads’.
• Click on ‘Create’ to proceed to the workflow window.

In the workflow window, you will set a trigger and action. The trigger is the event that starts the automation, and the action is what happens as a result. You will select India M as your trigger application.

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3. Setting Up the Trigger with India M

To set the trigger, select India M as the application. Choose the trigger event as ‘New Lead’. This event will initiate the workflow when a new lead is received. Pabbly Connect will provide a webhook URL that you need to copy.

Log into your India M account and navigate to the Lead Manager section. Here, you will need to access the ‘Import/Export Leads’ option and select ‘Push API’. In the Push API settings, set the source as ‘Other’ and enter ‘Pabbly Connect’ as the CRM platform name.

• Paste the webhook URL you copied from Pabbly Connect.
• Click on ‘Save Details’ to finalize the integration.

After saving, you will be prompted to generate an OTP for verification. Enter the OTP to complete the connection between India M and Pabbly Connect.

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4. Setting Up the Action Step with Slack

Once the trigger is set, it is time to configure the action step. You will select Slack as the action application. Choose the action event as ‘Send Channel Message’. Click on the ‘Connect’ button to link your Slack account with Pabbly Connect.

If you haven’t connected Slack before, select ‘Add a New Connection’. You will need to authorize Pabbly Connect to access your Slack account and choose the channel where you want to send notifications, such as ‘New Lead Alerts’.

Customize the message format to include lead details like client name, email, and phone number. Map the fields from the previous step to ensure dynamic updates with each new lead.

After setting up the message, click on ‘Save and Send Test Request’ to ensure everything is working correctly. You should see a confirmation message indicating that the message was successfully sent to your Slack channel.

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5. Conclusion: Automating Notifications with Pabbly Connect

In conclusion, using Pabbly Connect allows you to automate the notification process for new leads from India M to Slack effectively. This integration streamlines your team’s response process, enabling them to act quickly on potential leads.

By following the steps outlined in this tutorial, you can easily set up a workflow that notifies your team in real-time, improving lead management and overall business efficiency. Automating these notifications saves time and enhances productivity, making it a valuable tool for any business.

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Learn how to integrate Google Chat and Zoho Forms using Pabbly Connect to automate notifications for form submissions. Step-by-step guide included. 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. Introduction to Pabbly Connect for Google Chat Integration

Pabbly Connect is an exceptional automation tool that allows you to connect various applications seamlessly. In this tutorial, we will focus on using Pabbly Connect to integrate Google Chat with Zoho Forms. This integration will enable your team to receive instant notifications whenever a new form submission occurs.

By automating this process, you can enhance communication within your team and ensure that everyone stays informed about client feedback. The integration process is straightforward and requires just a few steps to set up properly.

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2. Accessing Pabbly Connect and Creating a Workflow

To start using Pabbly Connect, visit the official website and sign in or create a new account. After logging in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button located at the top right corner.

• Click on ‘Create Workflow’ in the Pabbly Connect dashboard.
• Name your workflow, for instance, ‘Notify Team on Google Chat for Zoho Form Submission’.
• Select an appropriate folder for your workflow.

Once you create the workflow, you will see options to set up a trigger and action. This is where you will define how Pabbly Connect will handle the data from Zoho Forms and send notifications to Google Chat.

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3. Setting Up the Trigger with Zoho Forms

In the workflow setup, select Zoho Forms as your trigger application. The trigger event will be set to ‘New Form Submitted’. This means that every time a form is submitted through Zoho Forms, Pabbly Connect will capture this event and initiate the workflow.

To proceed, you will receive a Webhook URL from Pabbly Connect. This URL needs to be configured in your Zoho Forms account:

• Log in to your Zoho Forms account and navigate to your form settings.
• Select ‘Integrations’ and then choose ‘Webhook’.
• Paste the Webhook URL from Pabbly Connect and select the content type as ‘Application JSON’.

After saving these settings, Pabbly Connect will be ready to capture responses from Zoho Forms whenever a new submission occurs.

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4. Configuring the Action in Google Chat

Next, you need to set up the action for your workflow. Choose Google Chat as your action application and select the action event as ‘Test Create Message’. This action will send a notification to your Google Chat whenever a new form submission is received through Zoho Forms.

To connect Google Chat with Pabbly Connect, you will need to generate a new Webhook URL in Google Chat:

Access your Google Chat space settings and navigate to ‘Apps and Integrations’. Select ‘Webhooks’ and click on ‘Add Webhook’. Name your Webhook, for example, ‘New Feedback’, and save it to generate the URL.

Copy this Webhook URL and return to Pabbly Connect to input it in the action settings. Here, you can craft the message that will be sent to your Google Chat, including dynamic variables from the form submission.

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5. Testing and Completing the Integration

After configuring both the trigger and action, it’s time to test the integration. Submit a test response through your Zoho form to see if the notification appears in Google Chat. This step is crucial to ensure that Pabbly Connect is functioning correctly.

Once you submit the test form, check your Google Chat to confirm that the notification has been received. The message should include all relevant information, such as client name, email, phone number, rating, and feedback. This confirmation indicates that the integration is successful, and your team will now receive alerts for every new feedback submission.

With this setup, you can streamline communication and ensure your team is always updated on client feedback through Google Chat, thanks to Pabbly Connect automating the process.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Google Chat and Zoho Forms for automated notifications. By following these steps, you can enhance your team’s communication and ensure timely responses to client feedback submissions. Start utilizing Pabbly Connect today to streamline your workflows and improve efficiency.

Learn how to integrate Automation with WhatsApp Using Pabbly Connect. This guide covers Shopify automation, Google Sheets integration, and more for efficient business operations. 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. Automating Shopify Order Fulfillment Details in Google Sheets

Automation is essential for managing Shopify order fulfillment efficiently. To automate the process, I created a workflow using Pabbly Connect that captures order details whenever an order is fulfilled in Shopify.

First, I set up a trigger in Pabbly Connect using Shopify with the event set to ‘Order Fulfillment.’ This means that every time an order is fulfilled, Pabbly Connect captures the data. Then, I used Google Sheets as my database to store these order details.

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2. Generating Product Descriptions Using Google AI Studio

Generating product descriptions automatically is a game-changer for any Shopify store. In this automation, I utilized Pabbly Connect to link Shopify with Google AI Studio to create engaging product descriptions.

Whenever I add a new product in Shopify, the trigger event captures this action. Then, I connect Google AI Studio to generate a description. Here are the steps involved:

• Set the trigger in Pabbly Connect for new products in Shopify.
• Use Google AI Studio to generate product descriptions based on the new product data.
• Update the product details in Shopify with the generated descriptions.

This automation not only saves time but also ensures that customers receive well-crafted product descriptions, enhancing their shopping experience.

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3. Creating Pinterest Pins for New Shopify Products

Creating Pinterest pins for new products is crucial for marketing. I set up an automation using Pabbly Connect to automatically create a Pinterest pin every time I launch a new product on Shopify.

The trigger is set to detect new products in Shopify. Then, I used the data Transformer feature in Pabbly Connect to strip any HTML tags from the product details. Here’s how it works:

• Select Shopify as the trigger app with the event set to new product.
• Use the data Transformer to clean up HTML tags.
• Connect Pinterest to create a new pin with the cleaned product details.

This setup allows me to promote my new products on Pinterest effortlessly, reaching a wider audience.

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4. Enrolling Users in Teachable Courses upon Purchase

Enrolling customers in an online course after purchase is seamless with automation. I used Pabbly Connect to automate the enrollment process for my Teachable courses sold through Shopify.

The trigger is set for order payments in Shopify. Once an order is confirmed, Pabbly Connect captures this event and enrolls the customer in the specific course. Here’s how:

Set the trigger for order payment in Shopify. Use a filter in Pabbly Connect to check for the specific course purchased. Connect to Teachable to enroll the user in the course automatically.

This automation enhances the customer experience by ensuring immediate access to purchased courses.

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5. Sending WhatsApp Notifications for New Orders

Sending WhatsApp notifications to customers for new orders is vital for engagement. I set up an automation in Pabbly Connect that sends a WhatsApp message to customers whenever they place a new order in Shopify.

The trigger is set for new orders in Shopify. Upon capturing this event, Pabbly Connect sends a WhatsApp message using the WhatsApp Cloud API. Here are the steps:

Select Shopify as the trigger with the new order event. Connect WhatsApp using the WhatsApp Cloud API to send messages. Customize the message template for customer notifications.

This automation keeps customers informed and engaged, enhancing trust and satisfaction.

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Conclusion

Integrating Automation with WhatsApp Using Pabbly Connect streamlines your Shopify operations. By automating tasks like order fulfillment, product descriptions, and customer notifications, you save time and enhance customer engagement.

Learn how to automate adding Indiamart leads to Google Sheets using Pabbly Connect. 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 Integration

To integrate Indiamart leads with Google Sheets, start by accessing Pabbly Connect. This powerful integration platform allows you to automate your lead management process efficiently.

Begin by visiting the Pabbly Connect website. If you are an existing user, sign in to your account. New users can sign up for free and enjoy 100 free tasks each month. After signing in, you will see the Pabbly apps window, from which you will select Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

Next, create a workflow in Pabbly Connect to automate the lead capturing process. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard.

• Input a name for your workflow, such as ‘Indiamart Leads to Google Sheets’.
• Select a folder to save your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two sections: trigger and action. The trigger is the event that starts the workflow, while the action is what happens as a result of that trigger. In this case, the trigger will be a new lead from Indiamart.

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3. Setting Up the Trigger for Indiamart

Now it’s time to set up the trigger in Pabbly Connect. Select Indiamart as the trigger application and choose ‘New Leads’ as the event that will initiate the workflow.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to connect Indiamart with Pabbly Connect. Follow the steps below to connect your Indiamart account:

• Log in to your Indiamart account.
• Navigate to the Lead Manager section.
• Select the ‘Push API’ option to add the webhook URL.

After successfully adding the webhook URL in Indiamart, go back to Pabbly Connect and check if it’s waiting for a response. This means your trigger setup is complete.

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4. Generating a Test Lead to Verify Connection

To ensure that your integration works correctly, generate a test lead in Indiamart. This step is crucial for verifying that Pabbly Connect captures the lead details accurately.

Log in to your user account and create a test inquiry for a demo product. Fill in the inquiry form with relevant details, including your name, email, and message. Once you submit the form, return to Pabbly Connect to check if the lead was captured successfully.

Upon checking the workflow in Pabbly Connect, you should see the details of the test lead you generated. This confirms that the connection between Indiamart and Pabbly Connect is established and functioning correctly.

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5. Setting Up Google Sheets as the Action Step

After confirming the trigger works, the next step is to set up Google Sheets as the action application in Pabbly Connect. Select Google Sheets and choose the action event as ‘Add New Row’.

Click on the connect button and authorize Pabbly Connect to access your Google Sheets. After authorization, select the spreadsheet where you want to store the lead details. Make sure to map the fields from the Indiamart lead response to the corresponding columns in Google Sheets.

Map the unique query ID, name, email, phone number, and other relevant fields. Click on the ‘Save and Send Test Request’ button to finalize the setup.

After successfully saving the action, open your Google Sheets to verify that the new lead has been recorded. This process demonstrates how Pabbly Connect automates the transfer of lead information from Indiamart to Google Sheets, saving you time and ensuring no leads are missed.

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Conclusion

In this tutorial, we explored how to automate the integration of Indiamart leads into Google Sheets using Pabbly Connect. This process streamlines your lead management, ensuring efficiency and accuracy.

Learn how to automate WhatsApp messages for your business using Pabbly Connect. This tutorial covers every step to integrate with IndiaMart for seamless lead management.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages, you need to access Pabbly Connect. 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 get 100 tasks monthly.

Once logged in, you will see the Pabbly Connect dashboard. Click on the ‘Access Now’ button to enter the Pabbly Connect interface. This is where you will set up the integration between IndiaMart and WhatsApp.

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2. Creating a Workflow in Pabbly Connect

To create an automation workflow in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow and select a folder for organization.

• Name your workflow: ‘Send Automated WhatsApp Message to IndiaMart Leads’.
• Select a folder for the workflow, for example, ‘IndiaMart Automations’.

After naming and selecting the folder, click the ‘Create’ button. This will set up your workflow, which includes trigger and action steps necessary for automation.

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3. Setting Up the Trigger in Pabbly Connect

The next step in Pabbly Connect is to set up the trigger for your workflow. For this automation, select ‘IndiaMart’ as the trigger application. The trigger event will be ‘New Leads’, which captures new inquiries generated through IndiaMart.

Pabbly Connect will provide you with a unique webhook URL after selecting the trigger. Copy this URL, as you will need it to connect IndiaMart with Pabbly Connect. Log in to your IndiaMart account and navigate to the lead manager section.

• Go to the menu and select ‘Import and Export Leads’.
• Choose ‘Push API’ and select ‘Other’ as the source.

Paste the copied webhook URL into the provided field and save the details. This establishes the connection between IndiaMart and Pabbly Connect.

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4. Testing the Trigger Connection in Pabbly Connect

After saving the webhook URL in IndiaMart, return to Pabbly Connect to test if the trigger is working. Generate a test lead through your IndiaMart account to see if Pabbly Connect captures the response.

Log in to your IndiaMart user account, select a dummy product, and submit an inquiry. Make sure to fill in the company name and other required details. Once submitted, check your Pabbly Connect workflow to see if it has captured the lead data.

If successful, you will see the details of the test lead, confirming that the connection between IndiaMart and Pabbly Connect is established. This ensures that every new inquiry will trigger the next action in your automation.

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5. Setting Up the Action to Send WhatsApp Messages

Now that your trigger is set, the next step in Pabbly Connect is to configure the action that will send WhatsApp messages. Select ‘WhatsApp by AI S’ as the action application and choose the ‘Send Template Message’ action event.

To connect WhatsApp with Pabbly Connect, you will need to enter your API key from your WhatsApp account. Log in to your WhatsApp account, navigate to the manage section, and copy the API key. Paste it into Pabbly Connect to establish the connection.

Create a campaign for the message template in your WhatsApp account. Map the mobile number and lead name from the previous step. Test the setup to ensure the message is sent successfully.

After completing these steps, you can test the action to confirm that a WhatsApp message is sent to the new lead. This automation will allow you to engage with your leads instantly, enhancing your business efficiency.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp messages for leads generated through IndiaMart. By following these steps, you can streamline your communication process and improve customer engagement effectively.

Learn how to automate WhatsApp messages for Instamojo payments using Pabbly Connect. Follow our step-by-step guide to streamline your order confirmations. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating WhatsApp messages for Instamojo payments, first access Pabbly Connect. You can do this by typing the URL Pabbly.com/connect in your browser. This platform is crucial for integrating various applications, including Instamojo and WhatsApp.

Once on the homepage, you have two options: sign in if you are an existing user or click on ‘Sign up for free’ to create a new account. As a new user, you will receive 100 free tasks each month to explore and test automations with Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name it ‘Send and Get WhatsApp Message on Successful Instamojo Payment’. This naming helps to identify the workflow easily.

Next, select a folder to save your workflow. For this automation, choose the ‘WhatsApp Marketing Automations’ folder. Now, you will see two sections: Trigger and Action. The trigger is the event that starts the workflow, while the action is what happens in response.

• Select Instamojo as the trigger application.
• Choose the trigger event for new sales.
• Follow the instructions to set up the webhook URL.

After setting up the trigger, your workflow is ready to capture responses from Instamojo whenever a new sale occurs. This is how Pabbly Connect facilitates the automation process.

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3. Setting Up the Webhook in Instamojo

To connect Instamojo with Pabbly Connect, you need to set up a webhook. Copy the webhook URL provided by Pabbly Connect and navigate to your Instamojo account. Here, you will paste the webhook URL in the page settings of the product you are selling.

Within the Instamojo page settings, scroll down to the webhook section and paste the copied URL. Ensure that you select the option to send information only for successful payments. After saving your changes, the connection between Instamojo and Pabbly Connect is established.

Now, Pabbly Connect will wait for a response from Instamojo whenever a payment is made. This step is crucial for automating the order confirmation messages to customers via WhatsApp.

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4. Sending WhatsApp Messages Using AI Sensei

Once the webhook is set up, the next step is to send WhatsApp messages using AI Sensei. In the action section of your workflow in Pabbly Connect, select WhatsApp by AI Sensei as the action application. This will allow you to send template messages to customers.

To establish the connection, you will need an API key from your AI Sensei account. After copying the API key, paste it into Pabbly Connect to create the connection. Once connected, you can set up the message template for order confirmations.

• Create a template message in AI Sensei.
• Link the template with a live campaign.
• Map customer details dynamically for personalized messages.

By mapping the customer’s phone number and name, Pabbly Connect ensures that each order confirmation is personalized and sent automatically when a sale is made.

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5. Receiving Internal Notifications via WhatsApp

In addition to sending confirmation messages to customers, you can also set up notifications for your internal team using Pabbly Connect. To do this, repeat the action setup by selecting WhatsApp by AI Sensei again.

For this action, create another template specifically for internal notifications. This template should include details like order ID, customer name, and payment amount. Link this new template with a campaign in AI Sensei, just like you did for customer confirmations.

Once the template is set up, map the required parameters in Pabbly Connect to ensure that the internal team receives all necessary information about each order placed. This setup allows your team to stay informed about sales without manual tracking.

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Conclusion

Using Pabbly Connect, you can effectively automate WhatsApp messages for Instamojo payments. This integration streamlines order confirmations and internal notifications, enhancing your business efficiency. By following the steps outlined, you can implement this automation seamlessly.

Learn how to integrate Gateway with Mojo So and Box Using Pabbly Connect in this detailed tutorial. Automate your processes effortlessly! Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Overview of Gateway Integration with Mojo So

The integration of Gateway with Mojo So allows for seamless transaction processing. This integration is crucial for managing payments efficiently within your online courses.

Using the Gateway, you can automate the enrollment of users in your courses as soon as they make a purchase. This ensures that your students have immediate access to the content they paid for, enhancing their learning experience.

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2. Setting Up Gateway for Mojo So Transactions

To set up Gateway for Mojo So transactions, you need to follow these steps. First, log into your Gateway account and navigate to the integration settings.

• Access the ‘Integrations’ section in your Gateway dashboard.
• Select ‘Mojo So’ from the list of available integrations.
• Follow the prompts to connect your account, entering any required API keys.

After completing these steps, your Gateway account will be linked with Mojo So. This connection allows you to process payments directly through the Gateway, streamlining your transaction management.

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3. Automating User Enrollment in Mojo So

Once your Gateway is set up, the next step is to automate user enrollment in Mojo So. This can be done using the integration features provided by both applications.

To automate the process, you will need to create a workflow in your integration platform. This workflow will trigger an action in Mojo So whenever a new payment is processed through Gateway.

• Create a new workflow in your integration platform.
• Set the trigger event as ‘New Payment Received’ from Gateway.
• Add an action to enroll the user in the corresponding course in Mojo So.

This setup ensures that every time a payment is made, the user is automatically enrolled in the course, saving time and reducing errors in manual processing.

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4. Testing the Integration Between Gateway and Mojo So

After setting up the integration, it is essential to test the connection between Gateway and Mojo So. This ensures that everything is functioning as expected.

To test, simulate a purchase in your Gateway account. Check if the user is enrolled correctly in Mojo So after the transaction is completed. If everything works smoothly, your integration is successful.

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Conclusion

Integrating Gateway with Mojo So and Box Using Pabbly Connect significantly enhances your course management system. This automation allows for efficient user enrollment, ensuring a seamless experience for your students.

By following the steps outlined in this tutorial, you can streamline your processes and focus more on delivering quality content to your learners. Enjoy the benefits of automation!