Author: Rajpal Tomar

Learn how to automate adding cancelled Pabbly Subscription Billing details in Google Sheets using Pabbly Subscription Billing. Step by step guide included. Learn step-by-step how to configure flexible subscription plans, automate billing cycles, and generate detailed revenue reports without coding knowledge.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Subscription Billing for Automation

To begin using Pabbly Subscription Billing, log in to your account. This platform is essential for managing your subscriptions effectively. You will need to set up your products and plans if you haven’t already done so.

Once logged in, navigate to the dashboard. Here, you can view all your active subscriptions. It’s crucial to ensure that your subscription details are up to date, as these will be automatically transferred to Google Sheets upon cancellation.

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2. Setting Up Pabbly Connect for Integration

To automate the process of adding cancelled subscription details to Google Sheets, you need to set up Pabbly Connect. Start by clicking on the ‘Connect’ button located at the top right corner of your Pabbly Subscription Billing dashboard.

After accessing Pabbly Connect, create a new workflow. Name it something relevant, like ‘Pabbly Subscription Billing to Google Sheets’. Select the folder for organization and click on the ‘Create’ button. This will open a new workflow window where you can set your trigger and action.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select the desired folder for workflow organization.

Once your workflow is created, you will see two windows: the trigger and action sections. This setup is crucial for receiving cancellation notifications from Pabbly Subscription Billing.

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3. Configuring the Trigger in Pabbly Connect

In the trigger window of your Pabbly Connect workflow, search for Pabbly Subscription Billing and select it. For the trigger event, choose ‘Subscription Cancelled’. This event will notify Pabbly Connect whenever a subscription is cancelled.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL and go back to your Pabbly Subscription Billing account. In the settings, navigate to the webhooks section and add this URL.

• Click on ‘Settings’ in the left sidebar.
• Go to the ‘Webhooks’ section.
• Click on ‘Add Webhook’ and paste the copied URL.

Ensure that the event is set to ‘Subscription Cancelled’ and save your changes. This will establish a connection between Pabbly Subscription Billing and Pabbly Connect, enabling automated updates to Google Sheets.

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4. Adding Cancelled Subscription Data to Google Sheets

With the trigger set up, the next step is to add the cancelled subscription details to Google Sheets. In the action window, search for Google Sheets and select it. Choose the action event as ‘Add New Row’. using Pabbly Connect

Connect your Google Sheets account with Pabbly Connect by clicking on the ‘Sign in with Google’ button. Select the appropriate Google account and allow the necessary permissions. After connecting, you will need to select the spreadsheet where you want the data to be added.

Choose the specific spreadsheet for cancelled subscriptions. Select the sheet within the spreadsheet to add data. Map the required fields from Pabbly Subscription Billing to Google Sheets.

After mapping the fields, click on ‘Save and Send Test Request’ to ensure that the integration works. If successful, the details of the cancelled subscription will appear in your Google Sheets.

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5. Testing the Automation Workflow

To verify that your automation is functioning correctly, return to your Pabbly Subscription Billing account and cancel a subscription. This will trigger the webhook you set up in Pabbly Connect.

Once you cancel a subscription, check your Google Sheets to see if the details have been added. You should see all relevant information such as subscription ID, customer name, email, and cancellation reason populated in a new row.

Ensure that all fields are correctly mapped in Pabbly Connect. Verify that the data appears in the correct columns in Google Sheets. Test multiple cancellations to ensure reliability.

If everything works as expected, your automation using Pabbly Subscription Billing and Pabbly Connect is now complete. You can continuously monitor and adjust settings as needed for optimal performance.

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Conclusion

In this tutorial, we covered how to use Pabbly Subscription Billing and Pabbly Connect to automate the addition of cancelled subscription details in Google Sheets. This integration streamlines your workflow, ensuring that you have up-to-date records of all cancellations efficiently.

Learn how to automate adding Facebook Lead Ads leads to Zoom as registrants using Pabbly Connect in this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

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1. Setting Up Pabbly Connect for Facebook Lead Ads and Zoom Integration

To begin the integration process, you need to access Pabbly Connect. This platform automates the connection between Facebook Lead Ads and Zoom. First, sign up for a free account on Pabbly Connect, which only takes a couple of minutes.

After logging into your Pabbly Connect dashboard, you will create a new workflow. Click on the ‘Create Workflow’ button, name it (e.g., ‘Facebook Leads to Zoom’), and select the appropriate folder for your automation.

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2. Connecting Facebook Lead Ads to Pabbly Connect

Next, in the trigger window of your workflow, you need to connect your Facebook Lead Ads account. Search for ‘Facebook Lead Ads’ in the app selection and choose it. For the trigger event, select ‘New Lead Instant’ and click on ‘Connect’. using Pabbly Connect

• Select ‘Add New Connection’ to link your Facebook account.
• Click on the ‘Connect with Facebook Lead’ button.
• Choose the Facebook page where your lead ads are running.
• Select the lead gen form you want to use for capturing leads.

Once you’ve selected the necessary options, click on ‘Save and Send Test Request’. This action will enable Pabbly Connect to capture new leads generated through your Facebook ads.

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3. Testing Facebook Leads with Pabbly Connect

After setting up the connection, you need to generate a test lead to verify that Pabbly Connect is receiving data correctly. Go to the Facebook Lead Ads testing tool, select your page, and generate a test lead by filling out the lead form. using Pabbly Connect

Once the test lead is submitted, return to Pabbly Connect. You should see the lead details reflected in the trigger step. This confirms that Pabbly Connect is successfully capturing leads from Facebook Lead Ads.

Now, you can proceed to the next step of the automation, which involves sending this lead information to Zoom. This integration ensures that every lead captured is added as a registrant for your Zoom meetings.

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4. Adding Leads to Zoom via Pabbly Connect

To add the captured leads to Zoom, scroll down to the action step in your Pabbly Connect workflow. Search for ‘Zoom’ and select it. Choose the action event as ‘Add Meeting Registrant’ and click on ‘Connect’. using Pabbly Connect

• Select ‘Add New Connection’ to connect your Zoom account.
• Click on the ‘Connect with Zoom’ button to authorize the connection.
• Choose the specific meeting for which you want to add the registrant.

Map the fields from the lead captured in the trigger step, such as email address, first name, and last name, to the corresponding fields in Zoom. After mapping the necessary details, click on ‘Save and Send Test Request’ to finalize the setup.

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5. Verifying the Integration Between Facebook Lead Ads and Zoom

After completing the mapping, it’s essential to verify that the integration is working correctly. Check your Zoom account to see if the test lead has been added as a registrant. Navigate to the registration section of your meeting to confirm the presence of the new registrant.

If the test lead appears with the correct details, your automation using Pabbly Connect is functioning as intended. This means every new lead from your Facebook Lead Ads will automatically be registered for your Zoom meetings.

To further test the automation, you can generate additional test leads using the Facebook Lead Ads testing tool and repeat the verification process. This ensures your setup is robust and ready for real leads.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate adding Facebook Lead Ads leads to Zoom as registrants. This integration streamlines the process, ensuring that every lead is captured and registered efficiently.

Learn how to integrate Simply with P Connect Now I Using Pabbly Connect to automate notifications on Slack for new tasks. Follow this detailed tutorial for seamless integration. with Pabbly Connect.

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1. Setting Up P Connect Now I for Integration

To start integrating Simply with P Connect Now I, first visit the P Connect Now I website. You will need to sign in to your account or create a new one if you are a first-time user. Once logged in, navigate to the dashboard where you can access all P Connect Now I applications.

After accessing the dashboard, click on P Connect Now I to enter the workflow area. Here, you can create a new workflow that will link Simply with your other applications. This is essential for automating notifications for new tasks created within Simply.

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2. Creating a New Workflow in P Connect Now I

In this section, we will create a new workflow in P Connect Now I. Click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Notify Team on Slack for Simply Tasks.’ Select the appropriate folder for saving this workflow.

• Click on the ‘Create’ button to initiate the workflow.
• You will see two boxes: Trigger and Action.
• The Trigger will be Simply, and the Action will be Slack.

Once you have set this up, the next step is to define the trigger event. Choose ‘New Task Created’ as the trigger event from Simply, which will notify your team on Slack whenever a new task is created.

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3. Connecting Simply to P Connect Now I

To connect Simply to P Connect Now I, you will need to add a connection. Click on ‘Connect’ next to the Simply trigger. If you don’t have an existing connection, you will need to create a new one by entering your Simply API key and email address.

To find your API key, go to your Simply account settings. Under the Integrations section, you will find the API keys option. Generate a new API key and copy it into P Connect Now I. After entering your email and API key, click ‘Save’ to establish the connection.

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4. Setting Up Slack Notifications for New Tasks

Now that Simply is connected, you need to set up Slack as the action application. In P Connect Now I, select Slack and choose the action event as ‘Send Channel Message.’ Click on ‘Connect’ to link your Slack account.

• Choose the channel where you want to send notifications.
• Draft a message that will be sent to your team.
• Use mapping to insert dynamic task details into your message.

After setting up the message, click ‘Save and Send Test Request’ to check if the integration works. You should see a confirmation message in your Slack channel indicating that a new task has been created.

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5. Testing the Integration Between Simply and Slack

To ensure that the integration between Simply and Slack works correctly, create a new task in your Simply account. For example, name the task ‘Critical Bug Fix’ and include details such as priority and description. using Pabbly Connect

Once the task is created, check your Slack channel for the notification. You should receive a message confirming that a new task has been created, along with all the relevant details such as task name, priority, and description. This confirms that the integration is functioning correctly.

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 summary, this tutorial demonstrated how to integrate Simply with P Connect Now I and set up automated notifications on Slack for new tasks. By following these steps, you can streamline your project management and keep your team informed of important updates.

Learn how to integrate Simply and Legion with Instagram Lead Ads using Pabbly Connect in this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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1. Accessing Pabbly Connect for Integration

To integrate Simply and Legion with Instagram Lead Ads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ into your browser. Once there, sign in to your account by clicking on the ‘Sign In’ button at the top right corner.

If you are new to Pabbly Connect, you can create a free account which offers 100 tasks monthly. After signing in, you will be directed to the Pabbly Connect dashboard where you can manage your workflows.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow to automate the process. Click on ‘Create Workflow’ on your Pabbly Connect dashboard. You will need to name your workflow, such as ‘Add or Update SendGrid Contact on Instagram Lead Ads’. using Pabbly Connect

• Select the folder where you want to save this workflow.
• Click on ‘Create’ to finalize the workflow setup.

Once the workflow is created, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger will be set to Instagram Lead Ads, and the action will be to add or update a contact in SendGrid.

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3. Setting Up Trigger and Action in Pabbly Connect

Now, you will configure the trigger using Instagram Lead Ads. Select Instagram Lead Ads as your trigger application and choose ‘New Lead’ as the trigger event. Click on ‘Connect’ to establish the connection. using Pabbly Connect

If you don’t have an existing connection, you will need to create a new one by clicking on ‘Add New Connection’. You will be prompted to log in to your Facebook account since Instagram is linked with Facebook. Once authorized, return to Pabbly Connect.

• Select the Facebook page associated with your Instagram ads.
• Choose the specific lead form you created for your ads.

With these details set, click on ‘Save and Send Test Request’. This step will prompt you to submit a test lead through your Instagram Lead Ads to capture the response in Pabbly Connect.

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4. Finalizing the Integration with SendGrid

After successfully capturing the lead data, you will proceed to the action step. Select SendGrid as your action application and choose ‘Add or Update Contact’ as the action event. Click on ‘Connect’ to link SendGrid with Pabbly Connect.

To create this connection, you will need an API key from your SendGrid account. Navigate to the API keys section in your SendGrid account settings, create a new API key, and paste it into Pabbly Connect. Click ‘Save’ to complete the connection.

Select the list in SendGrid where you want to add the contact. Map the fields from the Instagram lead data to the corresponding fields in SendGrid.

After mapping the fields, click on ‘Save and Send Test Request’. This will send the data to SendGrid and create a contact based on the information received from Instagram.

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5. Testing and Verifying the Integration

To ensure that the integration is working correctly, return to your Instagram Lead Ads testing tool and submit a new lead form. After submitting, check your SendGrid account to confirm that the new contact has been added.

Refresh the contacts list in SendGrid, and you should see the new lead details populated. This confirms that Pabbly Connect has successfully automated the process of adding new leads from Instagram to SendGrid.

Repeat the testing process with different lead details to verify that the integration consistently works as expected. Each time a new lead is submitted, it should appear in your SendGrid account automatically.

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Conclusion

In this tutorial, we demonstrated how to integrate Simply and Legion with Instagram Lead Ads using Pabbly Connect. By following these steps, you can automate the process of adding new leads to your SendGrid account efficiently.

Learn how to create WooCommerce customers automatically from Facebook Lead Ads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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 Integration

To create WooCommerce customers from Facebook Lead Ads, you first need to access Pabbly Connect. Start by opening your web browser and navigating to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button to create one. This process only takes a couple of minutes and gives you 100 free tasks every month.

Once you have an account, log in to Pabbly Connect. You will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, name your workflow (e.g., ‘Create WooCommerce Customer from Facebook Lead Ads’), and select the appropriate folder to save your workflow. This initial setup is crucial for managing your automation effectively.

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2. Configuring the Trigger with Facebook Lead Ads

In this step, you will configure the trigger for your workflow using Pabbly Connect. Click on the trigger application and search for ‘Facebook Lead Ads’. Select it and choose the trigger event as ‘New Lead Instant’. This setup allows Pabbly Connect to respond whenever a new lead is captured.

• Select ‘Facebook Lead Ads’ as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account to Pabbly Connect.

After connecting, select the Facebook page where your lead ads are running. Ensure that your lead generation form is live. You will need to submit a sample lead to test the connection. This step is essential for Pabbly Connect to pull in the lead data correctly.

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3. Generating a Sample Lead for Testing

To ensure that your trigger works correctly, you need to generate a sample lead. Use the Meta for Developers tool to create a dummy submission for your lead form. This is a critical step that allows Pabbly Connect to receive and process lead data accurately.

• Navigate to the Lead Ads RTU Debug Tool.
• Select your Facebook page and lead form.
• Fill in the dummy details and submit the form.

Once you submit the sample lead, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will pull the details of the sample lead into your workflow, confirming that your trigger is set up correctly.

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4. Setting Up the Action to Create WooCommerce Customers

Now that you have configured the trigger, it’s time to set up the action step in Pabbly Connect. Search for and select ‘WooCommerce’ as your action application. Choose ‘Add New Customer’ as the action event. This step enables Pabbly Connect to create a new customer in WooCommerce using the lead data.

To connect WooCommerce with Pabbly Connect, you will need your WooCommerce API credentials: the consumer key, consumer secret, and website URL. Navigate to WooCommerce settings in your WordPress dashboard, go to Advanced Settings, and then to REST API. Create a new key with read and write permissions, and copy the generated credentials back to Pabbly Connect.

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5. Mapping Lead Data to WooCommerce Customer Fields

The final step is to map the lead data received from Facebook Lead Ads to the customer fields in WooCommerce. In Pabbly Connect, you will see fields for first name, last name, email, and phone number. Use the mapping feature to connect these fields to the respective data points from your lead.

Map the email address from the Facebook lead data to WooCommerce. Fill in the first and last name using the mapped data. Ensure all required fields are filled before saving.

Once you have mapped all necessary data, click on ‘Save and Send Test Request’. This action will create a new customer in WooCommerce using the details from the Facebook lead, completing the integration process through Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to create WooCommerce customers automatically from Facebook Lead Ads using Pabbly Connect. By following the steps outlined, you can streamline your customer onboarding process and enhance your marketing efforts effectively.

Learn how to automate the integration of Google Forms and PIP Drive using Pabbly Connect for seamless CRM management. 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. Accessing Pabbly Connect for Integration

To begin automating the integration between Google Forms and PIP Drive, you first need to access Pabbly Connect. Start by opening your browser and navigating to the Pabbly Connect website. If you don’t have an account, you can sign up for free, which takes only a couple of minutes and provides you with 100 free tasks each month.

Once you log in, you’ll be taken to the Pabbly Connect dashboard. Here, you can create a new workflow. Click on the ‘Create Workflow’ button, name your workflow according to your objective, such as ‘Create PIP Drive Person on Google Form Submission’, and select the appropriate folder to save your workflow.

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2. Setting Up the Trigger with Google Forms

In this section, you will set up the trigger for your workflow using Pabbly Connect. The trigger application will be Google Forms. Search for Google Forms in the trigger application section and select it. The trigger event you need to choose is ‘New Response Received’.

• Search for Google Forms and select it.
• Choose the trigger event as ‘New Response Received’.
• Copy the webhook URL provided by Pabbly Connect.

Next, you need to connect Google Forms with Pabbly Connect using this webhook URL. Go to your Google Form, ensure it is linked to a Google Sheet, and then navigate to the Extensions menu. Look for the Pabbly Connect Webhooks extension to set up the connection.

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3. Configuring Google Sheets for Data Collection

To effectively capture responses from Google Forms into Pabbly Connect, you will need to ensure your Google Sheet is set up correctly. After linking your Google Form to a Google Sheet, go to the Extensions menu again, and select Pabbly Connect Webhooks to initiate the initial setup. using Pabbly Connect

In the initial setup, paste the webhook URL you copied earlier and specify the trigger column, which will send data to Pabbly Connect when filled. For example, if column F is your final data column, enter that as your trigger column.

• Paste the webhook URL in the designated field.
• Specify the trigger column (e.g., column F).
• Enable the ‘Send on Event’ option for immediate data transfer.

By setting this up, every new response will automatically be sent to Pabbly Connect, ensuring no lead is missed.

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4. Creating an Action in PIP Drive

Once your trigger is configured, the next step is to set up the action in PIP Drive using Pabbly Connect. In your workflow, search for PIP Drive as the action application and select it. The action event you will choose is ‘Create Person’.

To connect PIP Drive with Pabbly Connect, you will need to provide an API token from your PIP Drive account. Log in to PIP Drive, navigate to your profile settings, and generate a new API token. Copy this token and paste it into Pabbly Connect to establish the connection.

Select PIP Drive and the action event ‘Create Person’. Generate and copy the API token from your PIP Drive account. Paste the API token into Pabbly Connect.

Now, map the data from the Google Form responses to the fields in PIP Drive to create new contacts automatically. Ensure you fill in all required fields such as name, email, and phone number.

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5. Testing and Verifying the Integration

After setting up the action, it’s crucial to test the integration. Go back to your Google Form and submit a new lead entry. This will trigger the workflow you set up in Pabbly Connect and send the data to PIP Drive.

Check your PIP Drive account to verify that the new person has been created with the details you submitted. You should see the lead’s name, email, and phone number populated correctly in your PIP Drive contacts.

Submit a new lead entry in Google Forms. Check PIP Drive for the new contact. Verify that all details are accurate and complete.

By following these steps, you have successfully created an automated workflow using Pabbly Connect to link Google Forms and PIP Drive, ensuring efficient lead management.

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Conclusion

This tutorial demonstrates how to automate the integration of Google Forms and PIP Drive using Pabbly Connect. By following the outlined steps, you can streamline your lead management process effectively. Ensure to test your setup for optimal performance and enjoy seamless automation.

Learn how to seamlessly integrate IndiaMART leads into Google Sheets using Pabbly Connect for the media and publishing industry. Follow our detailed tutorial! 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 integrate IndiaMART leads into Google Sheets, the first step is to access Pabbly Connect. This powerful automation tool allows users to create workflows that connect different applications without any coding knowledge.

Begin by opening your web browser and searching for ‘Pabbly Connect’. Once on the landing page, you will see options to either sign in or sign up for free. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply click ‘Sign In’ to access their dashboard.

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2. Creating a New Workflow in Pabbly Connect

After signing in, you will be directed to your dashboard. Here, click on the ‘Create Workflow’ button to start setting up your integration. You will need to name your workflow, something like ‘Add IndiaMART Leads to Google Sheets for Media and Publishing’.

• Click on ‘Create’ to open the workflow window.
• Select ‘IndiaMART’ as your trigger application.
• Choose ‘New Lead’ as the trigger event.

Once you have set the trigger, you will receive a webhook URL. This URL is essential for connecting your IndiaMART account with Pabbly Connect. Copy this URL as you will need it in the next steps.

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3. Connecting IndiaMART with Pabbly Connect

To connect IndiaMART to Pabbly Connect, log into your IndiaMART account. Navigate to the Lead Manager section and click on the three dots to access the menu. From there, select ‘Import/Export Leads’ and choose ‘Push API’.

• In the Push API, select ‘Other’ as the source.
• Enter ‘Pabbly Connect’ in the CRM platform name.
• Paste the webhook URL you copied earlier.

After entering these details, click on ‘Save Details’. You will be prompted to generate an OTP. Follow the instructions to complete the connection, ensuring your leads are now being sent to Pabbly Connect.

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4. Testing the Integration with Dummy Leads

Once the connection is established, you need to test if the integration works correctly. For this, create a dummy lead in your IndiaMART account. Go to the supplier’s page and submit an inquiry as a test.

After submitting the inquiry, return to your Pabbly Connect workflow. You should see a response indicating that the webhook has received the test submission. This confirms that IndiaMART is successfully sending data to Pabbly Connect.

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5. Adding Leads to Google Sheets via Pabbly Connect

Now that your workflow is set up and tested, it’s time to add the lead details to Google Sheets. In your Pabbly Connect workflow, select Google Sheets as your action application.

Choose ‘Add New Row’ as the action event. Connect your Google Sheets account by signing in and granting necessary permissions. Then, select the spreadsheet where you want to add the leads, and map the fields from the previous step to the corresponding columns in your Google Sheet.

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’. Check your Google Sheets, and you should see the new lead details populated in the designated columns, confirming the successful integration of IndiaMART leads into Google Sheets via Pabbly Connect.

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Conclusion

This tutorial provided a step-by-step guide on how to integrate IndiaMART leads into Google Sheets using Pabbly Connect. By following these steps, you can streamline your lead management process in the media and publishing industry, ensuring a more efficient workflow.

Learn how to seamlessly integrate Marble Granite leads into Salesforce using Pabbly Connect. Step-by-step guide for automating lead management. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Marble Granite leads into Salesforce, you first need to access Pabbly Connect. Simply search for Pabbly Connect in your browser and navigate to the landing page.

Once there, you will find options to either sign in or sign up for free. Existing users can click on ‘Sign In’ to access their dashboard. New users can create an account to take advantage of the 100 free tasks offered every month.

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2. Creating a Workflow in Pabbly Connect

After signing in, you need to create a workflow in Pabbly Connect to automate the lead transfer process. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Integrating IndiaM Leads into Salesforce for Marble Granite Business’.

• Select the folder where you want to save the workflow.
• Click on the ‘Create’ button to proceed.

This opens the workflow window where you can set up triggers and actions. The trigger will initiate the workflow whenever a new lead is received from your IndiaM account.

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3. Setting Up the Trigger for IndiaM Leads

To set up the trigger in Pabbly Connect, select IndiaM as your trigger application. Choose the trigger event as ‘New Leads’. This event will start the workflow whenever a new inquiry is received.

Upon selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used to connect your IndiaM account with Pabbly Connect. Follow the steps provided to integrate the webhook with your IndiaM account.

• Log into your IndiaM account.
• Navigate to the Lead Manager section.
• Select the ‘Push API’ option from the menu.

In the Push API settings, paste the copied webhook URL and set the CRM platform name as Pabbly Connect. Click on Save Details to finalize the connection.

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4. Capturing Lead Data and Sending to Salesforce

Once the webhook is set up, you need to test the integration by generating a dummy lead. This step ensures that Pabbly Connect captures the lead data correctly. You can do this by submitting a test inquiry through your IndiaM account.

After submitting the test inquiry, return to your Pabbly Connect workflow. The captured response will show the details of the test lead. If everything is set up correctly, you will see the lead information ready to be processed.

Verify that the lead details match what you submitted. Ensure that the response captures all necessary fields for Salesforce.

Now, you can proceed to add these details into Salesforce as the next action step.

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5. Adding Salesforce as the Action Step

In this step, you will select Salesforce as your action application in Pabbly Connect. Choose the action event as ‘Create Lead’. This will allow you to automatically add the captured lead data into your Salesforce account.

To connect Salesforce, click on ‘Connect’ and authorize Pabbly Connect to access your Salesforce account. Once connected, you will be prompted to map the lead details from the previous step into the Salesforce fields.

Map fields like First Name, Last Name, Email, and Company from the captured lead data. Ensure you set the lead status and source appropriately.

After mapping all required fields, click on ‘Save and Send Test Request’. If successful, your lead will be created in Salesforce with the details from your IndiaM inquiry.

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Conclusion

Using Pabbly Connect, you can efficiently integrate Marble Granite leads from IndiaM into Salesforce. This automation streamlines your lead management process, ensuring timely follow-ups and improved sales opportunities.

Learn how to automate Zoom meeting registrations through Paper Form submissions using Pabbly Connect. Step-by-step guide with detailed instructions. 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 integrating Zoom with Paper Form submissions, first, access Pabbly Connect by visiting Pabbly.com/connect in your browser. This platform allows you to automate tasks without any coding skills. If you’re new, click on ‘Sign Up for Free’ to create an account and start with 100 free tasks each month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows and manage existing ones. To set up the integration, click on ‘Create Workflow’ and name it appropriately, such as ‘Add Zoom Meeting Registrant on Paper Form Submission’. Select a folder for organization and proceed to the next step.

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2. Setting Up the Trigger in Pabbly Connect

The first step in our integration process with Pabbly Connect is selecting the trigger application, which will be Paper Form. This application will initiate the workflow when a new form submission occurs. Choose ‘Paper Form’ as your trigger application.

• Select the trigger event as ‘New Form Submission’.
• Copy the webhook URL provided by Pabbly Connect.
• Integrate this URL within your Paper Form account to connect it to Pabbly Connect.

After setting up the webhook URL, ensure it triggers on new submissions. This connection allows data from Paper Form submissions to flow into Pabbly Connect, enabling further actions to be executed.

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3. Capturing Form Submission Data

Now that the trigger is set, the next step in Pabbly Connect is to capture the form submission data. This is done by submitting a test form entry. Open your Paper Form and fill in the required fields, such as email, name, and phone number, then submit the form.

Once the form is submitted, return to Pabbly Connect. The platform will automatically capture the response, displaying all the relevant details received from the form submission. This includes the first name, last name, email address, and other details necessary for the next steps.

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4. Setting Up the Action in Pabbly Connect

With the form data captured, it’s time to set up the action in Pabbly Connect. Select ‘Zoom’ as the action application, as we want to add the registrant to a Zoom meeting. Choose the action event as ‘Add Meeting Registrant’.

• Connect your Zoom account to Pabbly Connect by logging in.
• Select the meeting where you want to add the registrant.
• Map the fields from the previous step, such as email and name, to ensure the correct data is sent to Zoom.

After mapping the required fields, click on ‘Save and Send Test Request’. This will send the data to Zoom and add the new registrant. You can verify by checking your Zoom account to see if the new registrant appears in the meeting list.

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5. Testing the Integration Process

The final step is to test the entire integration process using Pabbly Connect. Submit another test entry through your Paper Form to ensure everything is functioning correctly. Fill out the form with new details and submit.

After submission, return to your Zoom account and check the registration section for your meeting. You should see the new registrant automatically added. This confirms that the workflow created in Pabbly Connect is working seamlessly, ensuring that every new form submission results in an automatic registration in Zoom.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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By following these steps, you can easily automate the process of adding Zoom meeting registrants using Pabbly Connect. This integration saves time and enhances efficiency in managing webinar registrations.

Learn how to automate WhatsApp notifications for WooCommerce orders using Pabbly Connect. This guide provides detailed steps 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 get started with integrating WooCommerce with WhatsApp, we will use Pabbly Connect. First, navigate to the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and get 100 tasks each month.

After logging in, you will see the Pabbly Apps dashboard. Click on the Pabbly Connect icon to access its dashboard. From here, you can create a new workflow to automate the process of sending WhatsApp messages for WooCommerce orders.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that sends WhatsApp messages when a new order is placed in WooCommerce. Click on the Pabbly Connect dashboard and select the ‘Create Workflow’ button in the top right corner. A dialog box will appear asking for a workflow name.

• Enter ‘Send and Get WhatsApp Message for WooCommerce Order’ as the workflow name.
• Select the folder where you want to save this workflow.

After naming your workflow and selecting a folder, click the Create button. You will now see the trigger and action windows. The trigger is the event that starts the workflow, while the action is the event that occurs as a result. In this case, the trigger will be a new order in WooCommerce.

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3. Setting Up the Trigger for WooCommerce

Next, we will set up the trigger for our workflow in Pabbly Connect. Select WooCommerce as the trigger application. For the trigger event, choose New Order Created. This will allow Pabbly Connect to capture any new orders placed through your WooCommerce store.

Once you select the trigger event, Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as you will need it to connect your WooCommerce account with Pabbly Connect.

• Open your WooCommerce account and navigate to the settings.
• Go to the Advanced tab and then select Webhooks.
• Click on Add Webhook and fill in the details using the copied webhook URL.

After saving the webhook, return to Pabbly Connect and click on the Recapture Webhook Response button to test if the connection is successful.

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4. Testing the Integration with a Test Purchase

To ensure that the integration between WooCommerce and Pabbly Connect is working correctly, perform a test purchase. Navigate to the products section in your WooCommerce account and select a product to purchase.

Fill in the required details, such as name, address, and payment information, and click on the Place Order button. After successfully placing the order, go back to Pabbly Connect to check if the webhook response has been captured.

Verify that the order details appear in the Pabbly Connect dashboard. Ensure that the customer details and order status are displayed correctly.

If the response is captured successfully, you are ready to set up the action to send WhatsApp messages.

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5. Sending WhatsApp Notifications Using Pabbly Connect

Now that the trigger is set up, it’s time to configure the action step in Pabbly Connect. Select WhatsApp by AI Sensei as the action application. For the action event, choose Send Template Message. This will send a confirmation message to the customer.

To connect your WhatsApp account, click on the connect button and enter your API key from your AI Sensei account. After connecting, you will need to set up the message template to be sent to customers, which includes variables for their name and order details.

Map the customer’s name and order key in the message template. Ensure the campaign status is live for the message to be sent.

Finally, save your workflow and run a test to check if the WhatsApp message is received correctly by the customer. This completes the integration process using Pabbly Connect.

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Conclusion

Integrating WooCommerce with WhatsApp using Pabbly Connect allows for seamless communication with customers. By automating order notifications, you enhance customer service and streamline your workflow effectively.