Author: Rajpal Tomar

Learn how to integrate Mojo with Microsoft Teams using Pabbly Connect for seamless payment notifications. Follow our detailed tutorial to automate your workflow. 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 Mojo with Microsoft Teams, you need to access Pabbly Connect. First, go to the Pabbly Connect homepage by entering the URL in your browser.

If you are a new user, click on the ‘Sign Up Free’ button to create an account. Existing users can simply click on ‘Sign In’. After logging in, you will be directed to the Pabbly Connect dashboard where you can create your workflows.

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2. Creating a New Workflow in Pabbly Connect

Once you’re on the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the screen. using Pabbly Connect

• Name your workflow, for example, ‘Notify Team on Microsoft Teams for Failed Mojo Payment’.
• Select a folder to save your workflow, such as ‘Automations’.
• Click on ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two essential components: Trigger and Action. The Trigger will initiate the workflow, while the Action will define what happens when the Trigger occurs.

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3. Setting Up the Trigger with Mojo

In this section, you will set up the Trigger for your workflow using Pabbly Connect. Select Mojo as your Trigger application and choose the event as ‘Failed Payment’. This ensures that every time a payment fails, the workflow will be triggered.

Upon selecting the ‘Failed Payment’ event, Pabbly Connect will provide you with a Webhook URL. Copy this URL, as it will be used to connect your Mojo account with Pabbly Connect.

• Log in to your Mojo account.
• Navigate to the payment page settings and select ‘Webhook’.
• Paste the Webhook URL from Pabbly Connect into the designated field and save your changes.

Now your Mojo account is successfully connected with Pabbly Connect, and the trigger is set up to capture failed payments automatically.

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4. Setting Up Action to Notify Microsoft Teams

After the Trigger is configured, it’s time to set up the Action step. Here, select Microsoft Teams as the application where you want to send notifications. Choose the action event as ‘Send Message in a Channel’. This will send alerts to your specified Teams channel whenever a payment fails.

Next, connect your Microsoft Teams account with Pabbly Connect. Click on ‘Connect with Microsoft Teams’ and authorize the application to access your Teams account.

Select the team and channel where notifications should be sent. Compose your alert message, including dynamic variables like customer name, email, and transaction ID. Click on ‘Save and Send Test Request’ to verify the setup.

Once the test is successful, your team will receive alerts on Microsoft Teams whenever a payment fails in Mojo, ensuring quick responses to customer issues.

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5. Testing the Integration

Now that both the Trigger and Action are set up, it’s essential to test the entire integration. To do this, simulate a failed payment through your Mojo payment page. Enter dummy data and select a failed payment method.

Once the test payment fails, check your Microsoft Teams channel. You should see a notification alerting your team about the failed payment, including all relevant details. This confirms that your integration using Pabbly Connect is functioning correctly.

Monitor the Teams channel for the message sent by Pabbly Connect. Ensure all dynamic variables in the message reflect the test payment details. Repeat the test as necessary to ensure reliability.

With successful tests completed, your integration is ready for live use, providing timely notifications to your team about payment issues via Microsoft Teams.

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Conclusion

In this tutorial, we detailed how to integrate Mojo with Microsoft Teams using Pabbly Connect. By automating notifications for failed payments, you can enhance your team’s responsiveness and improve customer satisfaction. Start using Pabbly Connect today to streamline your workflows!

Learn how to integrate Cognitive Forms with Slack using Pabbly Connect for real-time notifications. This step-by-step guide covers the entire process. 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

To start integrating Cognitive Forms with Slack, first access Pabbly Connect. This platform serves as the automation tool that connects your applications seamlessly. Simply visit the homepage of Pabbly Connect and either sign in or sign up for a free account.

Once logged in, you will see the dashboard where you can create workflows. This is where you will set up the integration between Cognitive Forms and Slack. The ease of use of Pabbly Connect allows you to automate notifications effectively, streamlining your workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. In the dialog box that appears, name your workflow something descriptive, like ‘Notify Team on Slack Channel for Cognitive Form Submission.’ You can also select a folder to organize your workflows.

• Click on ‘Create’ to finalize your workflow.
• This will take you to the workflow setup screen.

In the workflow setup, you will define the trigger and action. The trigger will be a new entry in Cognitive Forms, while the action will be a notification sent to Slack. This setup is crucial for automating the feedback process.

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3. Setting Up the Trigger with Cognitive Forms

Now, it’s time to set up the trigger in your Pabbly Connect workflow. Select ‘Cognitive Forms’ as your trigger application and choose the trigger event as ‘New Entry.’ This means that whenever a new feedback submission is received, the workflow will activate.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL needs to be copied and pasted into your Cognitive Forms settings to connect the two applications. In your Cognitive Forms account, navigate to the form you are using and under the ‘Build’ option, select ‘Post JSON Data to a Website’ to enter the webhook URL.

• Paste the webhook URL in the designated field.
• Save your changes and publish the form.

With this setup, Pabbly Connect will now be able to receive data from your Cognitive Forms whenever a new submission occurs.

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4. Setting Up the Action to Notify Slack

After successfully setting up the trigger, the next step is to configure the action. In your Pabbly Connect workflow, select ‘Slack’ as the action application and choose the action event as ‘Send Channel Message.’ This action will send notifications to your designated Slack channel whenever a new entry is received from Cognitive Forms.

To set up this action, you will need to connect your Slack account with Pabbly Connect. Click on the connect button and enter the required token type (user or bot). After allowing access, select the channel where you want to send notifications, such as ‘Customer Feedback.’ In the message field, create a message template that includes relevant details from the form submission.

Map the fields from the Cognitive Forms submission to the message. Ensure to include client name, company, phone number, email, and feedback in your message.

This action ensures that your team stays updated in real-time about new client feedback, enhancing communication and response times.

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5. Testing the Integration

Now that your workflow is set up, it’s time to test the integration. Go back to your Cognitive Forms and submit a test entry with dummy data. After submitting, check your Slack channel to see if the notification appears as expected.

This testing phase is crucial to ensure that everything is working correctly. If the notification appears in your Slack channel, it confirms that Pabbly Connect is successfully relaying information from Cognitive Forms to Slack. You can now refine your message or add additional actions if needed.

Through this process, you have effectively automated the feedback notification system, allowing for a more efficient workflow that keeps your team informed and engaged.

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Conclusion

In this tutorial, we explored how to integrate Cognitive Forms with Slack using Pabbly Connect. By setting up triggers and actions, you can automate notifications for new feedback submissions, enhancing team communication and efficiency. Implementing this integration can significantly improve your workflow and client satisfaction.

Learn how to automate the creation of Go High Level contacts from Google Sheets using Pabbly Connect. Step-by-step guide with precise instructions. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To integrate Google Sheets with Go High Level, start by accessing Pabbly Connect. This platform allows you to automate workflows seamlessly. If you’re a new user, you can sign up for free and receive 100 tasks every month.

Log into your Pabbly Connect account. Once logged in, you will see the dashboard where all applications are displayed. Click on the ‘Access Now’ button for Pabbly Connect to begin setting up your workflow.

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Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow; enter ‘Create Go High Level Contacts from Google Sheets’.

Next, select a folder from your existing folders to save this workflow. Choose the folder named ‘Go High Level Automation’ and click the ‘Create’ button. This action initializes the workflow setup.

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Setting Up Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select ‘Google Sheets’ as your trigger application. For the trigger event, choose ‘New or Updated Spreadsheet Row’. This ensures that every time a new entry is made in your Google Sheets, Pabbly Connect captures the data.

After selecting the trigger, you will receive a webhook URL. Copy this URL, as it will be used to connect Google Sheets to Pabbly Connect. Open your Google Sheets, go to the ‘Extensions’ menu, select ‘Add-ons’, and click on ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already.

• After installation, refresh your Google Sheets.
• Navigate back to ‘Extensions’, find ‘Pabbly Connect Webhooks’, and select ‘Initial Setup’.
• Paste the copied webhook URL and set the trigger column to column G, where final data will be added.

Click the ‘Submit’ button to complete the initial setup. This successfully connects Google Sheets to Pabbly Connect.

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Setting Up Action in Pabbly Connect

Now that the trigger is set up, it’s time to configure the action in Pabbly Connect. Select ‘Lead Connector V2’ (Go High Level) as your action application. For the action event, choose ‘Create or Update a Contact’. This allows you to create a new contact in your Go High Level account based on the spreadsheet entry.

Click on the ‘Connect’ button to establish a connection. Choose ‘Add Connection’ and authorize Pabbly Connect to access your Go High Level account. You will need to select the sub-account where the contacts will be created.

• Map the data fields from Google Sheets to Go High Level, ensuring all necessary information is included.
• Provide details like first name, last name, email, phone number, and company name.
• Once all fields are mapped, click on ‘Save and Send Test Request’ to verify the connection.

After the test request is successful, verify the new contact in your Go High Level account to ensure the integration works as intended.

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Testing the Integration

To confirm that your integration between Google Sheets and Go High Level using Pabbly Connect is working correctly, add a new client’s details to your Google Sheets. For example, enter the first name, last name, email, and other relevant information.

After entering the new client details, check your workflow in Pabbly Connect. It should show that it is waiting for a webhook response. Once the details are captured, you will see the response in your workflow, confirming that the integration is functioning properly.

Lastly, refresh your Go High Level account to see if the new contact has been added successfully. This process will demonstrate how efficiently Pabbly Connect automates the workflow between Google Sheets and Go High Level.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Go High Level contacts from Google Sheets. By following these steps, you can save time and minimize errors in your client management process. Automating this workflow enhances efficiency and allows you to focus on building stronger client relationships.

Learn how to automate notifications to Microsoft Teams for India Mart leads using Pabbly Connect in this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating notifications for new leads, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you’re new, you can sign up for free and receive 100 tasks every month.

Once logged in, you will see the Pabbly apps dashboard. Click on the Access Now button for Pabbly Connect to enter the dashboard where you can create your workflow.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to notify your team on Microsoft Teams about new leads from India Mart. Click on the Create Workflow button to start. You will be prompted to name your workflow.

• Name the workflow: Notify Team on Microsoft Teams for India Mart Leads.
• Select a folder to save the workflow.

After naming your workflow and selecting the folder, click on the Create button. You will see two sections: Trigger and Action. The trigger will capture new leads, while the action will send notifications to Microsoft Teams.

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3. Setting Up Trigger with India Mart

For the trigger application, choose Pabbly Connect and select India Mart as the source of your leads. From the trigger events, select New Leads. This action will allow Pabbly Connect to capture new inquiries from your India Mart account.

After selecting the trigger, Pabbly Connect will provide you with a unique Webhook URL. Copy this URL as it will be used to connect India Mart with Pabbly Connect. Now, go to your India Mart account and navigate to the Lead Manager section.

• Click on Import and Export Leads.
• Select Push API and enter Pabbly Connect as the platform name.
• Paste the copied Webhook URL.

After entering these details, click on the Save Details button. Your India Mart account is now connected to Pabbly Connect.

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4. Setting Up Action with Microsoft Teams

Now that the trigger is set up, the next step is to configure the action. Choose Pabbly Connect and select Microsoft Teams as the action application. For the action event, select Send Message in a Channel. This setup will notify your team about new leads.

Click on the Connect button. A window will appear asking you to authorize Pabbly Connect with Microsoft Teams. Accept the permissions to proceed. After authorization, select the team and channel where the notifications will be sent.

Search for the team: India Mart Leads. Select the channel: New Lead Alerts.

After selecting the team and channel, you will need to enter your message in HTML format. Use dynamic fields to map the lead’s details to the message to ensure accurate information is sent.

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5. Testing the Integration

With both the trigger and action set up, it’s time to test the integration. Generate a test lead in your India Mart account. Once the lead is created, check back in Pabbly Connect to see if the webhook has received the response.

If the test lead is successfully captured, you will see the details displayed in the workflow. Now, check your Microsoft Teams channel to confirm that the notification was sent successfully. The message should contain all the lead details formatted correctly.

This process shows how Pabbly Connect effectively connects India Mart and Microsoft Teams, automating your lead notifications. Whenever a new lead is generated, your team will be immediately informed, enabling quicker responses and better service.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate notifications for new leads from India Mart to Microsoft Teams. This integration streamlines communication and ensures your team is always updated on new inquiries, enhancing your business’s responsiveness.

Learn how to automate the creation of Pipedrive contacts from LinkedIn Legion forms using Pabbly Connect in this step-by-step tutorial. 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 Legion Forms with Pipedrive, you’ll first need to access Pabbly Connect. Simply navigate to the Pabbly Connect website by typing Pabbly.com/connect in your browser.

Once on the site, click on the ‘Sign In’ button located at the top right corner. If you’re a new user, you can sign up for free, which grants you 100 tasks monthly. After logging in, you will be directed to the dashboard where you can create your workflows.

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2. Creating a New Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Pipedrive Person from LinkedIn Legion Forms Leads’. Select a suitable folder for this workflow.

• Name the workflow appropriately.
• Select the folder for organization.
• Click on ‘Create’.

After creating the workflow, you will see two boxes: one for the trigger and one for the action. The trigger will be LinkedIn Legion Forms, while the action will be Pipedrive, where a new person will be created whenever a new lead is generated.

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3. Setting Up the Trigger with LinkedIn Legion Forms

In this step, you will configure the trigger application in Pabbly Connect. Select LinkedIn Legion Forms as your trigger application and choose the trigger event as ‘New Legion Form Response’. Click on the ‘Connect’ button to establish the connection.

If you don’t have an existing connection, click on ‘Add New Connection’. You will need to authorize your LinkedIn account by entering your email and password. Once connected, select the account and lead form you wish to use.

• Select the LinkedIn account.
• Choose the lead form from the dropdown.
• Set the polling interval (default is 10 minutes).

After configuring the trigger, it’s essential to test the connection by filling out the lead form. Once submitted, return to Pabbly Connect and click ‘Save and Send Test Request’ to confirm the setup.

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4. Creating a Person in Pipedrive Action

Now that the trigger is set up, you will configure the action in Pabbly Connect. Choose Pipedrive as your action application and select ‘Create Person’ as the action event. Again, click ‘Connect’ to establish a connection.

For the new connection, you will need to enter your Pipedrive API token. You can find this in your Pipedrive account under ‘Personal Preferences’. Copy the API key and paste it into the Pabbly Connect interface.

Enter the API token from Pipedrive. Map the fields from the LinkedIn Legion response to Pipedrive. Click ‘Save and Send Test Request’ to create the person.

Once you have completed these steps, check your Pipedrive account to verify that the new person has been created successfully with the mapped data.

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5. Conclusion

In this tutorial, we have successfully integrated LinkedIn Legion Forms with Pipedrive using Pabbly Connect. This automation allows you to create new contacts in Pipedrive effortlessly whenever a lead fills out your form.

By following these steps, you can streamline your lead management process and ensure that no potential leads are missed. Utilize Pabbly Connect to further enhance your integrations and automate various workflows.

Learn how to automate the process of adding Indart leads to Salesforce using Pabbly Connect in this detailed tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Indart leads with Salesforce, first access Pabbly Connect. This platform allows you to automate tasks effortlessly. Simply visit the Pabbly Connect homepage by entering the URL in your browser.

Once on the homepage, you will see options to sign in or sign up. If you are a new user, select the sign-up option to create an account. Existing users should click on the sign-in button to access their dashboards.

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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. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will be prompted to name your workflow.

• Name your workflow appropriately, such as ‘Add Indart Leads to Salesforce’.
• Select a folder for your workflow, such as ‘Automations’.

After naming your workflow and selecting a folder, click on the ‘Create’ button. This action will set up your workflow, allowing you to define triggers and actions for your automation.

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3. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger for your automation using Pabbly Connect. Select Indart as your trigger application since you want to capture new leads. Choose the trigger event as ‘New Leads’ to ensure that every new inquiry will initiate the workflow.

Once you select the trigger event, a webhook URL will be generated. Copy this URL as you will need it to connect your Indart account with Pabbly Connect. Log into your Indart account and navigate to the Lead Manager section to set up the webhook.

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4. Connecting Indart to Pabbly Connect

To connect your Indart account with Pabbly Connect, go to the Lead Manager in your Indart dashboard. Click on the ‘Import/Export Leads’ option and select ‘Push API’. Here, you will enter the CRM platform name as ‘Pabbly Connect’ and paste the webhook URL you copied earlier.

• Select the source as ‘Other’.
• Generate an OTP as prompted to complete the connection.

After entering the required details and generating the OTP, submit the information. This will successfully link your Indart account to Pabbly Connect, allowing it to receive new leads automatically.

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5. Adding Leads to Salesforce Using Pabbly Connect

Now that your Indart account is connected, it’s time to set up the action in Pabbly Connect to add leads to Salesforce. Select Salesforce as your action application and choose the action event as ‘Create a Lead’. This will automatically add new leads from Indart to your Salesforce account.

Connect your Salesforce account to Pabbly Connect by clicking on ‘Connect with Salesforce’. Grant the necessary permissions to allow Pabbly Connect to access your Salesforce data. After connecting, you will need to map the fields from the Indart lead response to the corresponding fields in Salesforce.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’. This action will create a new lead in Salesforce based on the information received from Indart, completing your automation setup.

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Conclusion

In this tutorial, we explored how to integrate Indart leads with Salesforce using Pabbly Connect. By following these detailed steps, you can automate the process of adding new leads to your Salesforce account, saving time and improving efficiency in managing inquiries.

Learn how to automate creating Pinterest pins from Instagram posts using Pabbly Connect. Step-by-step guide to integrate your social media 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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1. Overview of Post Integration with Let

Post integration with Let is a powerful way to automate your social media marketing. With this integration, you can connect your Instagram and Pinterest accounts seamlessly. This ensures that every new post on Instagram is automatically shared as a pin on Pinterest, saving you time and effort.

To achieve this, we will utilize Pabbly Connect. This tool allows you to build connections between various applications without the need for coding. By following the steps outlined in this tutorial, you can easily set up your automation.

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2. Creating a Workflow in Pabbly Connect

To begin the automation process, you need to create a new workflow in Pabbly Connect. First, log in to your Pabbly Connect account. Click on the ‘Create Workflow’ option. You will be prompted to name your workflow; for this example, you can name it ‘Create Pinterest Pins from Instagram Post Automatically’.

After naming your workflow, select the appropriate folder for organization. For instance, you can create a folder called ‘Social Media Automations’. Once you’ve set this up, click on the ‘Create’ button to proceed.

• Name your workflow
• Select a folder for organization
• Click on ‘Create’

Now, you will see a blank workflow with 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. For this integration, the trigger will be a new post on Instagram, and the action will be to create a pin on Pinterest.

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3. Setting Up Instagram as Trigger

To set up your trigger, you will select Instagram for Business as your application. Click on the trigger event and choose ‘New Post in My Account’. This ensures that every time you post something new on Instagram, it triggers the workflow.

Next, you will need to connect your Instagram account to Pabbly Connect. Click on ‘Connect with Instagram for Business’. If you are logged in to your Facebook account, it will automatically detect your Instagram account. Once connected, click on ‘Save and Send Test Request’ to capture the latest post details.

• Select Instagram for Business as the trigger application
• Choose ‘New Post in My Account’ as the trigger event
• Connect your Instagram account

Once the connection is successful, you will receive the details of the last post made on your Instagram account. This information will be used in the next steps to create a pin on Pinterest.

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4. Setting Up Pinterest as Action

After successfully setting up the trigger, the next step is to configure the action. For this, select Pinterest as your action application. The action event will be ‘Create a Pin’. This means every time a new post is made on Instagram, a corresponding pin will be created on Pinterest.

To build the connection, make sure you are logged in to your Pinterest account. Click on ‘Connect with Pinterest’ and authorize Pabbly Connect to access your Pinterest account. Once connected, you will need to select the board where the pins will be saved. For example, you can choose ‘Trendy Outfits’ as your board.

Select Pinterest as the action application Choose ‘Create a Pin’ as the action event Select the board for pinning

Finally, map the necessary fields such as the image URL, title, and description. You can use the data received from the Instagram trigger to fill these fields dynamically, ensuring that every new pin corresponds to the latest Instagram post.

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5. Testing the Automation

Once you have completed the setup, it’s time to test your automation. Create a new post on your Instagram account. After posting, wait for approximately 10 minutes for Pabbly Connect to capture the new post details.

After the waiting period, check your Pinterest account to see if the pin has been created automatically. You should see the new pin reflecting the image, title, and description from your latest Instagram post. This confirms that the integration between Instagram and Pinterest is working perfectly.

Create a new post on Instagram Wait for 10 minutes Check Pinterest for the new pin

If everything is set up correctly, you will see your new Pinterest pin created automatically, showcasing your Instagram post. This automation will save you time and help you engage your audience on both platforms effectively.

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Conclusion

In this tutorial, we explored how to automate the creation of Pinterest pins from Instagram posts using Pabbly Connect. This integration allows you to streamline your social media marketing efforts effortlessly. By following these steps, you can enhance your engagement across platforms and save time on manual posting.

Learn how to seamlessly integrate LinkedIn Lead Gen Forms with Asana using Pabbly Connect to automate task creation for better lead management. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating LinkedIn Lead Gen Forms with Asana, you first need to access Pabbly Connect. Begin by visiting the Pabbly website and navigating to the Pabbly Connect section.

Once there, you can either sign in or create a new account. If you are a new user, you can sign up for free and receive 100 tasks per month. After signing in, you will find all the applications available, but for this tutorial, we will focus on Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

Next, you will create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button to initiate this process. You will need to name your workflow and select a folder to save it in.

• Name the workflow as ‘LinkedIn Lead Gen Forms to Asana Task’.
• Choose a folder for organization, such as ‘Automations’.

After naming your workflow, click on ‘Create’. This opens the workflow window where you can set up triggers and actions, which is essential for automating the task creation in Asana.

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3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger using Pabbly Connect. Choose ‘LinkedIn Lead Gen Forms’ as your trigger application. This means that every time a new lead is generated, it will trigger the workflow.

Next, select the trigger event as ‘New Lead Gen Form Response’. Then, click on ‘Connect’ to establish a connection. If you haven’t connected your LinkedIn account yet, click on ‘Add New Connection’. You will be prompted to enter your LinkedIn credentials for authentication.

• Select your LinkedIn account after successful authentication.
• Choose the appropriate lead form from the list.

Once you have completed these steps, you can test the trigger to ensure it captures the latest lead information.

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4. Creating a Task in Asana Using Pabbly Connect

Now, it’s time to create a task in Asana using the information captured from LinkedIn Lead Gen Forms. In the action step, select ‘Asana’ as your action application. Choose ‘Create Task’ as the action event. using Pabbly Connect

After clicking on ‘Connect’, you will need to authenticate your Asana account. Once connected, select your workspace and the project where you want the task to be created. You will also need to map the fields from the LinkedIn lead response to the task fields in Asana.

Map the task name to include the lead’s name. Include the lead’s email and phone number in the task notes.

By completing these mappings, you ensure that every new lead creates a task with the relevant details automatically in Asana, streamlining your workflow.

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5. Finalizing the Integration with Pabbly Connect

After setting up the task creation, click on ‘Save and Send Test Request’ to finalize the integration. This will create a test task in Asana using the lead details captured from LinkedIn Lead Gen Forms.

Once the test is successful, check your Asana project to confirm that the task has been created. You should see a new task with the lead’s information, demonstrating that your workflow is functioning as intended.

With this setup, every new lead from LinkedIn will automatically generate a task in Asana, allowing your sales team to follow up efficiently. Remember, the integration is facilitated entirely through Pabbly Connect, ensuring a seamless process.

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Conclusion

In this tutorial, we explored how to integrate LinkedIn Lead Gen Forms with Asana using Pabbly Connect. By automating task creation, you can enhance your lead management process effectively. This integration saves time and ensures your sales team can respond to leads promptly.

Learn how to seamlessly integrate Zoom with Google Sheets using Pabbly Connect for automated registration management. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Zoom with Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in or signing up for a new account. Signing up is free, and you can get started with 100 tasks per month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find various applications and tools. Click on ‘Access Now’ under Pabbly Connect to start creating your workflow.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it something like ‘Zoom to Google Sheets Integration’. Select a folder to save your workflow.

• Click on the ‘Create’ button to proceed.
• You will see the workflow window where you can set up triggers and actions.

Here, you will set Zoom as the trigger application. This means that whenever a new registration occurs in Zoom, it will trigger the action to add details to Google Sheets through Pabbly Connect.

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3. Setting Up Zoom Trigger in Pabbly Connect

To set up the trigger, select Zoom from the list of applications. Next, choose the trigger event as ‘Configure Webhook’. Click on the ‘Connect’ button to establish a connection between Zoom and Pabbly Connect.

• If you have an existing connection, select it; otherwise, create a new connection.
• Follow the provided steps to obtain the necessary token from your Zoom account.

Once you have copied the token, paste it into the connection field in Pabbly Connect and save. This connection allows Zoom to send registration details to your Pabbly workflow whenever a new registration occurs.

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4. Adding Google Sheets Action in Pabbly Connect

After setting up the Zoom trigger, the next step is to add Google Sheets as the action application. Select Google Sheets and choose the action event as ‘Add New Row’. Click on the ‘Connect’ button to link your Google Sheets account with Pabbly Connect.

Authorize Pabbly Connect to access your Google Sheets account. Select the specific spreadsheet where you want to add the registration details.

Map the fields from the Zoom registration to the corresponding columns in your Google Sheets. This mapping ensures that every new registration is automatically added to your spreadsheet, keeping your data organized and up-to-date.

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5. Testing the Integration

Finally, it’s time to test the integration. Go to your Zoom account and register for a session using the registration link. Once you complete the registration, Pabbly Connect will capture the new registrant details through the webhook.

Check your Google Sheets to confirm that the new registration details have been added successfully. This real-time data transfer between Zoom and Google Sheets streamlines your workflow and enhances efficiency in managing registrations.

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 Zoom with Google Sheets automates the registration process, ensuring that all participant details are organized in real-time. This setup not only saves time but also enhances the overall management of your online sessions.

Learn how to integrate IndiaMART with Google Chat using Pabbly Connect to automate lead notifications. 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.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART with Google Chat, you first need to access Pabbly Connect. This platform allows you to automate notifications for new leads generated through IndiaMART.

After navigating to the Pabbly Connect website, existing users can sign in. If you are new, you can easily sign up for free, which includes 100 free tasks every month. Once logged in, you will see the dashboard where you can start creating your workflow.

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2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This will open a dialog box for naming your workflow.

• Enter the workflow name as ‘Notify Team on Google Chat for IndiaMART Leads’.
• Select the folder where you want to save this workflow.
• Click on the ‘Create’ button to finalize the workflow setup.

After creating the workflow, you will see two sections: trigger and action. The trigger is the event that starts the automation, while the action is what happens as a result of that trigger.

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3. Setting the Trigger for IndiaMART

For the trigger application, select IndiaMART in Pabbly Connect. The trigger event should be set to ‘New Leads’, which captures any new inquiries generated by potential clients.

Once you select the trigger, Pabbly Connect will provide you with a unique webhook URL. You need to copy this URL to connect IndiaMART to Pabbly Connect. Log into your IndiaMART account and navigate to the Lead Manager section.

• Go to ‘Import/Export Leads’.
• Select ‘Push API’ and enter the source name as ‘Pabbly’.
• Paste the webhook URL and save the details.

After saving, the webhook URL will be successfully added to your IndiaMART account, allowing Pabbly Connect to receive new lead notifications.

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4. Testing the Integration with a Test Lead

To ensure that the integration is working, generate a test lead in your IndiaMART account. Log in and select a dummy product. Click on the ‘Contact Supplier’ button to create a new inquiry.

Fill in the required fields, including your business name, inquiry details, and submit the form. After submission, go back to your Pabbly Connect workflow and check if it captures the response from the test lead.

Verify that the query ID, lead name, and other details are captured. Ensure the details match your test inquiry.

If the details are correctly captured, your trigger setup is complete, and Pabbly Connect is successfully integrated with IndiaMART.

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5. Setting the Action to Notify Google Chat

Now, set up the action in Pabbly Connect. Select Google Chat as your action application and choose ‘Create Message’ as the action event. This will send notifications to your Google Chat space whenever a new lead is generated.

For the action, you will need to enter the chat webhook URL from your Google Chat space. To obtain this, go to your Google Chat space, click on the settings arrow next to the space name, and select ‘Apps and Integrations’. Then, add a webhook and copy the URL provided.

Enter the message template for your notification, including lead details. Map the fields from the previous step to the message template.

Finally, click on ‘Save and Send Test Request’ to check if the notification is sent successfully to your Google Chat space. If everything is set up correctly, you will see the lead details in your chat, confirming that the automation is working as intended.

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Conclusion

This tutorial demonstrated how to integrate IndiaMART with Google Chat using Pabbly Connect. By automating lead notifications, you can streamline communication with your team and respond to inquiries more efficiently. This integration can significantly enhance your business operations and help capture more opportunities.