Author: Rajpal Tomar

Learn how to automate WhatsApp marketing for your apparel business using Pabbly Connect and Facebook Lead Ads in this detailed tutorial. 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. Setting Up Pabbly Connect for Automation

To start automating WhatsApp marketing for your apparel business, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly.

Once logged in, you will see all the Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the dashboard where you can create a workflow for your automation.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking for a workflow name and folder selection. Name your workflow ‘Automate WhatsApp Marketing for Your Apparel Business Using Facebook Lead Ads’ and select the desired folder.

• Click on the ‘Create’ button to finalize your workflow.
• You will see two sections: Trigger and Action.
• Set up your trigger first, which will be Facebook Lead Ads.

After creating the workflow, you will be prompted to set up the trigger. This is essential for your automation to function correctly.

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3. Connecting Facebook Lead Ads in Pabbly Connect

For the trigger application, select ‘Facebook Lead Ads’ in Pabbly Connect. Choose ‘New Lead Instant’ as the trigger event. This ensures that whenever a new lead is generated, the automation will be triggered.

Click the ‘Connect’ button. A window will appear prompting you to add a new connection or select an existing one. If you’re connecting for the first time, click on ‘Add Your Connection’ and authorize your Facebook account. Make sure to select the page and lead form you created.

• Select your Facebook page (e.g., Glam Fusion).
• Choose the lead generation form you created.
• Click ‘Save and Send Test Request’ to verify the connection.

Once the connection is successful, you can generate a test lead to confirm that Pabbly Connect captures the response properly.

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4. Sending WhatsApp Messages Using AI Sensei

Now that your trigger is set, the next step is to send WhatsApp messages using AI Sensei through Pabbly Connect. For the action application, select ‘WhatsApp by AI Sensei’ and choose ‘Send Template Message’ as the event. Click on the ‘Connect’ button to establish the connection.

You will need an API key from your AI Sensei account to connect. Navigate to the ‘Manage’ section in AI Sensei, find your API key, and paste it into Pabbly Connect. Once connected, you can set up the campaign using the template you created.

Enter the campaign name (e.g., Glam Fusion Message). Map the lead’s phone number and name to personalize the message. Click ‘Save and Send Test Request’ to send a test message.

After sending the test request, check your WhatsApp to ensure the message has been received. This confirms that the automation is working as intended through Pabbly Connect.

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5. Testing the Automation with New Leads

To ensure everything is functioning correctly, generate another test lead using the Facebook Lead Ads tool. This will help you verify that the WhatsApp message is sent automatically when a new lead is created.

After generating the test lead, check your WhatsApp again. You should receive a message that confirms the automation is successful. This process showcases how effectively Pabbly Connect integrates Facebook Lead Ads with WhatsApp messaging.

By following these steps, you can automate your WhatsApp marketing, ensuring timely communication with potential customers, thus enhancing your business efficiency.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp marketing for your apparel business. By integrating Facebook Lead Ads and WhatsApp, you can streamline communication with leads effectively. This automation not only saves time but also improves customer engagement, driving sales and enhancing your business operations.

Learn how to automate lead management by integrating Elementor with Go High Level using Pabbly Connect. Step-by-step tutorial included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Elementor with Go High Level, you need to access Pabbly Connect. This powerful automation tool allows you to connect different applications seamlessly. First, visit the Pabbly Connect website and log into your existing account or sign up for a free account if you are a new user.

After signing in, you will see the Pabbly Connect dashboard. Here, you can create workflows that automate tasks between applications. To initiate the integration process, click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a specific workflow to automate lead management. First, you need to name the workflow. For this integration, name it ‘Create or Update Go High Level Contact on Elementor Form Submission’. Choose a folder to save this workflow, such as ‘Elementor Automations’.

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

Once the workflow is created, you will see two sections: Trigger and Action. The trigger will initiate the automation process, while the action defines what happens after the trigger. This is essential for setting up the connection between Elementor and Go High Level through Pabbly Connect.

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3. Setting Up the Trigger in Pabbly Connect

Here, we will set up the trigger for our workflow. The trigger application will be Elementor, which is a popular website builder for WordPress. Select ‘Elementor’ as the trigger application and choose ‘New Form Submission’ as the trigger event.

After selecting the trigger event, Pabbly Connect will provide you with a unique webhook URL. This URL will be used to connect your Elementor form to Pabbly Connect. Copy this webhook URL and navigate to your Elementor form settings.

• In Elementor, go to the form settings and find the ‘Actions After Submit’ section.
• Add a new action and select ‘Webhook’.
• Paste the copied webhook URL into the designated field.

After saving your changes, return to Pabbly Connect to check the workflow status. It should say ‘Waiting for Webhook Response’, indicating that the connection is ready to capture form submissions.

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4. Testing the Connection in Pabbly Connect

Now that the trigger is set up, it’s time to test the connection. To ensure that the integration works, perform a test form submission using the Elementor form you have connected. Fill in the required fields such as first name, last name, email, and phone number, then click on the send button.

Once you submit the form, return to Pabbly Connect and check if the webhook response has been captured. You should see the data from your test submission displayed in the workflow. This confirms that Elementor is successfully sending data to Pabbly Connect.

If the data appears correctly, it means that the trigger setup is complete. Now, every time a new form submission occurs, Pabbly Connect will automatically capture the response, ensuring no leads are missed.

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5. Setting Up the Action in Pabbly Connect

With the trigger successfully set up, we will now configure the action that occurs when a form submission is captured. For the action application, select ‘Lead Connector V2’, which is the integration for Go High Level. Choose ‘Create or Update Contact’ as the action event.

After selecting the action, click on the connect button to link your Go High Level account with Pabbly Connect. You will need to authorize the connection by selecting the sub-account where you want to create the new contact.

Map the fields from the previous step to the action fields. For the first name, last name, email, and phone number, select the corresponding data from the Elementor form submission. Click on ‘Save and Send Test Request’ to finalize the action setup.

After completing these steps, check your Go High Level account to confirm that the new contact has been created with the details from the Elementor form submission. This confirms that the automation between Elementor and Go High Level via Pabbly Connect is successful.

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Conclusion

This tutorial demonstrates how to integrate Elementor with Go High Level using Pabbly Connect. By automating lead management, businesses can save time and reduce data entry errors. Now, every new form submission on Elementor will automatically create or update contacts in Go High Level, streamlining the entire process.

Learn how to automate notifications on Microsoft Teams for Cashfree payments using Pabbly Connect. Step-by-step tutorial for seamless integration. 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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Accessing Pabbly Connect for Integration

To start automating notifications for Cashfree payments, first access Pabbly Connect by visiting its homepage. You can do this by typing the URL Pabbly.com/connect in your browser. Once there, you will see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users should click on ‘Sign in’ to log into their accounts. After signing in, navigate to the Pabbly Connect dashboard to begin setting up your workflow.

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Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow to notify your team on Microsoft Teams whenever a payment is received through Cashfree. Click on the ‘Create Workflow’ button on the dashboard of Pabbly Connect.

A dialog box will appear asking you to name your workflow. Name it ‘Notify Team on Microsoft Teams for Cashfree Payment’ and select a folder for organization. Once done, click on ‘Create’ to proceed to the workflow editor.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select a folder to keep your workflows organized.

Now you will see a blank workflow with two main sections: Trigger and Action. The trigger will be Cashfree, and the action will be Microsoft Teams. This setup will ensure that every time a payment is made, a notification is sent to your team.

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Setting Up Cashfree Trigger in Pabbly Connect

To set up the trigger, select Cashfree as your trigger application in Pabbly Connect. Next, choose the trigger event as ‘Payment by Form’. This means that every time a payment is successfully made through a form, the workflow will trigger.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL needs to be added to your Cashfree account to establish a connection. Navigate to the developer section in Cashfree, select the ‘Webhook’ option, and add the webhook URL you copied from Pabbly Connect.

• Select Cashfree as the trigger application.
• Choose ‘Payment by Form’ as the trigger event.
• Add the webhook URL in Cashfree under the Webhook section.

Once the webhook URL is added, test the connection to ensure everything is working correctly. If successful, you will receive a test response in Pabbly Connect confirming the setup.

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Setting Up Microsoft Teams Action in Pabbly Connect

Now that the trigger is set up, it’s time to configure the action. Select Microsoft Teams as your action application in Pabbly Connect. Choose the action event as ‘Send Message in Channel’. This action will send a message to your selected team channel whenever a payment is received.

To create a new connection to Microsoft Teams, click on ‘Connect’ and authorize Pabbly Connect to access your Microsoft Teams account. Once authorized, select the specific team and channel where you want to send the notifications.

Select Microsoft Teams as the action application. Choose ‘Send Message in Channel’ as the action event. Authorize Pabbly Connect to access your Microsoft Teams account.

In the message field, format your message in HTML to include payment details such as customer name, amount, order ID, and date. Use the data mapping feature in Pabbly Connect to dynamically insert this information into your message.

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Testing and Verifying the Integration

After setting up both the trigger and action, it’s essential to test the workflow. Go back to your Cashfree account and perform a test payment using the payment form. Once the payment is successful, check your Microsoft Teams channel to see if the notification has been sent.

If everything is set up correctly, you should see a message in your specified channel with all the payment details. This confirms that Pabbly Connect has successfully automated the notification process, allowing your finance team to stay informed in real-time.

Perform a test payment through the Cashfree payment form. Check the Microsoft Teams channel for the notification. Verify that all payment details are included in the message.

Once verified, your integration is complete, and your team will receive notifications automatically for every successful payment, streamlining communication and order processing.

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Conclusion

In this tutorial, you learned how to use Pabbly Connect to automate notifications for Cashfree payments to your Microsoft Teams channel. This integration enhances team communication and ensures timely updates on payment statuses.

Learn how to integrate Nexus, AI Sensei, and more using Pabbly Connect. Follow this detailed tutorial for seamless automation. 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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1. Accessing Pabbly Connect to Start Integration

To begin using Pabbly Connect, visit the official website and sign in with your account. If you are a new user, you can sign up for a free account that provides 100 tasks monthly. Once logged in, navigate to the Pabbly Connect dashboard where you can create and manage your workflows.

After accessing the dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for organization. For this tutorial, name the workflow ‘Send and Get WhatsApp Message on Typeform Submission Using AI Sensei’ and choose an appropriate folder.

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2. Setting Up Typeform as the Trigger Application

In this step, you will set Typeform as the trigger application in Pabbly Connect. Select Typeform from the trigger options and choose the event ‘New Entry’. This means that the workflow will start when a new form submission is received.

• Select Typeform as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Connect your Typeform account to Pabbly Connect.

Once connected, select the specific form you wish to use for this automation. After selecting the form, click on ‘Save and Send Test Request’ to capture the response from Typeform.

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3. Sending WhatsApp Messages Using AI Sensei

Now that you have set up Typeform as the trigger, the next step involves sending WhatsApp messages using AI Sensei through Pabbly Connect. Select AI Sensei as the action application and choose ‘Send Template Message’ as the action event.

Connect your AI Sensei account by entering the required API key. You can find this key in your AI Sensei dashboard under the API settings. Once connected, fill in the necessary details such as campaign name, mobile number, and username. Make sure to map the parameters from the Typeform response to ensure the WhatsApp message is personalized with the lead’s information.

• Enter the campaign name from AI Sensei.
• Map the phone number and username from the Typeform response.
• Click on ‘Save and Send Test Request’ to send the message.

After sending the test request, check your WhatsApp to confirm that the message has been received successfully.

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4. Receiving Notifications on WhatsApp

In this section, you will set up a second action in Pabbly Connect to receive notifications on WhatsApp. Select AI Cy as the action application and again choose ‘Send Template Message’ as the action event.

Connect your AI Cy account using the same method as before. Fill in the campaign name for the notification template and map the necessary details such as the lead’s name, email, and phone number. Ensure that these details are dynamically pulled from the Typeform submission to maintain personalization.

Select the campaign name for notifications. Map the lead’s details from the Typeform response. Click on ‘Save and Send Test Request’ to receive the notification.

Once completed, you should receive a notification in your WhatsApp confirming the details of the new lead.

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5. Testing the Complete Integration

To ensure everything is working correctly, conduct a test submission on your Typeform. Fill in the form with dummy data and submit it. This will trigger the workflow in Pabbly Connect, sending the WhatsApp messages as configured.

After submitting the form, check both your WhatsApp and the Pabbly Connect dashboard for the responses. You should see the personalized welcome message sent to the lead and the notification sent to yourself with the lead’s details.

This testing phase is crucial to confirm that all integrations between Typeform, AI Sensei, and AI Cy via Pabbly Connect are functioning as intended.

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Conclusion

This tutorial demonstrated how to integrate Nexus, AI Sensei, and other applications using Pabbly Connect. By following the outlined steps, you can automate your workflows effectively, ensuring timely communication with leads and enhancing your marketing efforts.

Learn how to automate adding LinkedIn Lead Gen Form leads to SendGrid as contacts using Pabbly Connect. Follow our step-by-step 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. Setting Up Pabbly Connect for Integration

To integrate LinkedIn Lead Gen Forms with SendGrid, first, you need to set up Pabbly Connect. Start by signing up for a free account on the Pabbly Connect website. This platform will facilitate the automation process between your LinkedIn leads and SendGrid contacts.

After creating your account, log in to the Pabbly Connect dashboard. Here you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘LinkedIn Lead Ads to SendGrid’. Once named, select a folder for your workflow and click ‘Create’ to proceed.

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2. Configuring the LinkedIn Trigger in Pabbly Connect

With your workflow created, the next step is to set up the trigger in Pabbly Connect. In the trigger window, select LinkedIn from the app options and choose ‘LinkedIn Lead Gen Forms’ as the specific application. For the trigger event, select ‘New Lead Gen Form Response’.

To connect your LinkedIn account, click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to log in to your LinkedIn account. After successful authentication, choose the appropriate LinkedIn ad account and select the lead form you want to capture leads from. This setup ensures that every new lead generated will trigger the automation process.

• Select your LinkedIn lead gen form.
• Generate a test lead to ensure the connection works.
• Click ‘Save and Send Test Request’ to verify.

Once you have submitted the test lead, you should see the lead details reflected in the Pabbly Connect workflow. This confirms that the integration with LinkedIn Lead Gen Forms is correctly set up and ready to send data to SendGrid.

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3. Adding Contacts to SendGrid via Pabbly Connect

The next step in your automation process is to configure the action to add contacts to SendGrid using Pabbly Connect. In the action step, search for SendGrid and select it as the application. Choose the action event ‘Add or Update a Contact’.

Now, click on ‘Connect’ and select ‘Add New Connection’. You will need to enter the API key from your SendGrid account. To find this, navigate to your SendGrid account, go to the settings and then API Keys. Create a new API key, name it appropriately, and ensure it has full access. Copy this key into Pabbly Connect to establish the connection.

• Select the contact list in SendGrid where you want to add the leads.
• Map the email, first name, last name, and phone number fields from the LinkedIn lead details.
• Click ‘Save and Send Test Request’ to finalize the setup.

After mapping the required fields and testing the request, you should receive a confirmation that the lead has been successfully added to SendGrid as a contact. This completes the integration process, allowing your leads to flow seamlessly from LinkedIn to SendGrid.

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4. Benefits of Using Pabbly Connect for Automation

Using Pabbly Connect for automating the transfer of leads from LinkedIn to SendGrid offers several advantages. Firstly, it saves time by eliminating manual data entry. Every new lead captured in your LinkedIn forms is automatically added to your SendGrid account without any additional effort.

Moreover, this automation ensures that your marketing efforts are streamlined. You can focus on nurturing leads rather than spending time transferring data. The integration is reliable and operates on a polling basis, checking for new leads every 10 minutes, ensuring you never miss a potential contact.

Additionally, with Pabbly Connect, you can expand this automation to include other applications, further enhancing your marketing and lead management strategies. This flexibility allows businesses to scale their operations efficiently.

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5. Conclusion

In conclusion, integrating LinkedIn Lead Gen Forms with SendGrid using Pabbly Connect is a straightforward process that automates lead management. By following the steps outlined in this tutorial, you can ensure that your leads are captured and organized effectively, enhancing your marketing efforts.

Start automating your lead management today with Pabbly Connect and streamline your workflow for better efficiency and productivity.

Learn how to integrate Elementor with Apollo.io using Pabbly Connect for seamless automation. Follow this detailed guide for step-by-step instructions. 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 Elementor with Apollo.io, first access Pabbly Connect. Visit the Pabbly Connect website and sign in to your account. If you are new, sign up for free to receive 100 tasks monthly.

After signing in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Elementor to Apollo.io Integration,’ and select the folder where you want to save it.

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2. Setting Up the Trigger with Elementor

In this step, you will set up the trigger application using Pabbly Connect. Select Elementor as your trigger application. Choose the trigger event as ‘New Form Submission’ to capture form submissions from your Elementor forms.

• Select Elementor as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL for connection.

Next, navigate to your WordPress dashboard where Elementor is installed. Go to the page containing the form you want to connect, and edit it using Elementor. In the form settings, paste the webhook URL into the appropriate field to establish the connection with Pabbly Connect.

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3. Testing the Trigger with a Form Submission

After setting up the trigger, it’s time to test the connection. Fill out the Elementor form with dummy details and submit it. This action should trigger the webhook and send the data to Pabbly Connect.

• Enter dummy details in the form fields.
• Click on the submit button.
• Check Pabbly Connect for a successful response.

Once submitted, return to the Pabbly Connect dashboard to verify if the data has been captured correctly. You should see the details from the form submission displayed in the workflow.

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4. Setting Up the Action to Create a Contact in Apollo.io

Now, you will configure the action application in Pabbly Connect. Select Apollo.io as your action application and choose ‘Create Contact’ as the action event. This will allow you to automatically create a contact in your Apollo.io account whenever a form is submitted.

To establish the connection, you will need to enter your Apollo.io API key. Click on the option to create a new connection, and follow the prompts to generate and copy the API key from your Apollo.io account. Paste this key into Pabbly Connect to connect the two applications.

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5. Mapping Data and Testing the Action

With the action set up, you will now map the data from the Elementor form to the corresponding fields in Apollo.io. This is crucial for ensuring that the correct information is sent over.

Map the first name, last name, email, and company fields. Use the data from the previous response captured by Pabbly Connect. Click ‘Save and Send Test Request’ to verify the action.

After testing, check your Apollo.io dashboard to confirm that the contact has been created successfully. This ensures that the integration between Elementor and Apollo.io via Pabbly Connect is functioning correctly and will continue to do so for future submissions.

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Conclusion

In this tutorial, we demonstrated how to integrate Elementor with Apollo.io using Pabbly Connect. By following these steps, you can automate contact creation seamlessly, enhancing your workflow efficiency.

Learn how to automate Zoom registrations and WhatsApp reminders using Pabbly Connect and Instamojo payments in this step-by-step tutorial. 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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1. Setting Up Pabbly Connect for Automation

In this section, we will learn how to set up Pabbly Connect to automate the integration between Instamojo and Zoom. Start by creating a free account on Pabbly Connect, which will allow you to access its automation features. Once logged in, navigate to the dashboard where you will create a new workflow.

Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Automatically Add Zoom Registrants and Send WhatsApp Reminders on Instamojo Payments.’ After naming your workflow, select the appropriate folder in your Pabbly Connect account. This will help you keep your automations organized.

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2. Connecting Instamojo as the Trigger Application

The next step involves setting up Instamojo as the trigger application in Pabbly Connect. This is crucial because we want to initiate the workflow whenever a payment is received. In the trigger step, search for ‘Instamojo’ and select it. Choose the trigger event as ‘Successful Payment’ from the dropdown menu.

• Select Instamojo from the app list.
• Set the trigger event to Successful Payment.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Instamojo account and paste it into the webhook settings of your payment page. Ensure that you select ‘Payment Successful’ as the information to be sent. Once this is done, save your changes. Now, whenever a payment is made, the details will be sent to Pabbly Connect.

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3. Adding Zoom Registrants Using Pabbly Connect

Once we have captured the payment details in Pabbly Connect, the next step is to add the customer as a registrant in Zoom. In the action step, search for ‘Zoom’ and select it. Choose the action event as ‘Add Meeting Registrant’. You will then need to connect your Zoom account to Pabbly Connect.

After connecting your Zoom account, you will need to select the meeting for which you want to add the registrant. Map the email address, first name, and last name fields using the data received from the Instamojo trigger. To split the full name into first and last names, use the Text Formatter feature in Pabbly Connect.

• Map the email address from the Instamojo response.
• Use the Text Formatter to split the full name into first and last names.
• Map the phone number and city as needed.

Once all the necessary details are mapped, save the action step. This ensures that the customer is now registered for your Zoom meeting.

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4. Recording Customer Data in Google Sheets

In the next step, we will record the registrant’s details in a Google Sheet using Pabbly Connect. For this, add another action step and select ‘Google Sheets’ from the list of applications. Choose the action event as ‘Add New Row’ and connect your Google Sheets account.

After connecting, select the spreadsheet where you want to record the data. Map the fields such as name, email, mobile number, payment ID, and Zoom registrant ID from the previous steps. Make sure to review the data mapping to ensure accuracy.

Select the correct spreadsheet and sheet from your Google Sheets account. Map the relevant fields from the Instamojo and Zoom responses. Save the action step to record the data.

After saving, the customer details will be recorded in your Google Sheet, providing you with a complete overview of your workshop participants.

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5. Sending WhatsApp Reminders via Pabbly Connect

The final step in this automation involves sending WhatsApp reminders to the registrants using Pabbly Connect. First, set up an action step for ‘AI WhatsApp’ and select the action event as ‘Send Template Message’. Connect your AI WhatsApp account using the API key provided in your account settings.

After connecting, create a WhatsApp message template for payment confirmation and reminders. Map the necessary parameters such as the recipient’s name, meeting date, and joining link. You can send the first reminder immediately after the payment confirmation and schedule subsequent reminders one day and two hours before the workshop.

Create WhatsApp message templates in your AI WhatsApp account. Map the parameters for personalization in the messages. Test the messages to ensure they are sent correctly.

After setting up the reminders, your automation will ensure that participants receive timely notifications about your workshop, enhancing their experience.

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Conclusion

This tutorial demonstrates how to utilize Pabbly Connect to automate Zoom registrations and send WhatsApp reminders seamlessly. By integrating Instamojo with Zoom and Google Sheets, you can streamline your workshop management and enhance participant engagement.

Learn how to automate lead management by integrating Now and Salesforce using Pabbly Connect. Follow this detailed tutorial for seamless automation. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Now and Salesforce, access Pabbly Connect by visiting its official website. If you are new, sign up for a free account which offers 100 tasks per month.

After signing in, you will see the dashboard of Pabbly Connect. From here, you can manage your integrations and workflows effectively.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect to automate the lead management process. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Enter a name for your workflow, such as ‘Add India Mart Leads to Salesforce.’
• Select a folder to save your workflow.

After naming your workflow, click the ‘Create’ button. This will set up the basic structure for your automation process using Pabbly Connect.

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3. Setting Up the Trigger in Pabbly Connect

Next, set up the trigger for your workflow by selecting ‘India M’ as the trigger application in Pabbly Connect. This application will be responsible for capturing new leads.

• Choose the trigger event as ‘New Leads’.
• Copy the provided webhook URL from Pabbly Connect.

Log in to your India M account and navigate to the Lead Manager section. Here, you will set up the connection by using the copied webhook URL, which allows Pabbly Connect to receive lead data automatically.

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4. Generating a Test Lead to Verify Integration

After setting up the webhook, it’s essential to generate a test lead in India M to ensure that Pabbly Connect captures the lead data correctly. Log into your user account and create a new lead.

Fill in the inquiry details and submit the form. Check Pabbly Connect to see if the lead data has been captured.

Once the test lead is submitted, return to your Pabbly Connect workflow to confirm that the lead information appears correctly. This step verifies that the integration between India M and Salesforce is functioning as intended.

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5. Setting Up the Action in Pabbly Connect

The final step involves setting up the action in Pabbly Connect to create a lead in Salesforce based on the data captured from India M. Select ‘Salesforce’ as the action application and choose the ‘Create Lead’ action event.

Authorize Pabbly Connect to access your Salesforce account. Map the lead data from the previous step to the required fields in Salesforce.

After mapping the necessary fields, click on the ‘Save and Send Test Request’ button. This action will create a new lead in your Salesforce account, confirming that the integration is complete and functioning properly.

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Conclusion

This tutorial demonstrated how to automate lead management by integrating Now and Salesforce using Pabbly Connect. By following these steps, you can streamline your lead capture process and enhance your sales efficiency.

Learn how to automate the process of adding Indiamart leads into Google Sheets using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin automating the process of adding Indiamart leads into Google Sheets, first access Pabbly Connect. This platform allows seamless integration between various applications, including Indiamart and Google Sheets.

Start by visiting the Pabbly Connect website. If you are a new user, you can sign up for free and receive 100 tasks every month. Existing users should sign in to their accounts to access the dashboard.

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2. Creating a Workflow in Pabbly Connect

Once signed in to Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow as ‘Add Indiamart Leads to Google Sheets’.
• Select a folder to save your workflow.
• Click on the ‘Create’ button to finalize the workflow.

This will create a workflow specifically designed to capture leads from Indiamart and record them in Google Sheets, showcasing the power of Pabbly Connect in automating business processes.

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3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow. Select Indiamart as the trigger application in Pabbly Connect. The trigger event should be set to ‘New Leads’ to capture incoming inquiries.

After selecting Indiamart, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect Indiamart to Pabbly Connect. Next, log into your Indiamart account and navigate to the lead manager to set up the API.

• Under lead manager, select the ‘Import and Export Leads’ option.
• Click on the API button and select ‘Other’ as the source.
• Paste the copied webhook URL and save the details.

Once the webhook is successfully added, return to your workflow in Pabbly Connect to test the connection by generating a test lead in Indiamart.

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4. Configuring the Action Step in Pabbly Connect

After verifying the trigger, it’s time to set up the action step. Select Google Sheets as the action application in Pabbly Connect and choose the action event as ‘Add New Row’.

You will need to connect your Google Sheets account by clicking on the ‘Connect’ button. Authorize Pabbly Connect to access your Google Sheets by signing in with your Google account. Once connected, select the spreadsheet where you want to save the lead details.

Choose the spreadsheet named ‘Indiamart Leads Details’. Select the sheet where the data will be added, typically ‘Sheet1’. Map the fields from Indiamart to the corresponding columns in the Google Sheets.

This mapping ensures that every new lead captured by Indiamart is automatically recorded in your Google Sheets, highlighting the efficiency of using Pabbly Connect for automation.

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5. Testing and Verifying the Integration

To ensure that everything is set up correctly, generate a test lead in Indiamart. This will allow you to verify that Pabbly Connect captures the lead information accurately. After submitting the test lead, check your Google Sheets to see if the information appears as expected.

If the test lead shows up in your Google Sheets, the integration is successful! You can now automate the process of adding leads without any manual effort, saving time and reducing errors in your data entry.

To summarize, the integration between Indiamart and Google Sheets using Pabbly Connect allows for seamless lead management. Every new inquiry is automatically recorded, enabling better tracking and follow-up.

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Conclusion

Using Pabbly Connect to integrate Indiamart leads into Google Sheets streamlines your lead management process. Automate data entry and focus on growing your business efficiently.

Learn how to integrate Elementor with WhatsApp for lead notifications using Pabbly Connect. Follow our detailed tutorial for seamless automation. 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 Elementor with WhatsApp, you need to access Pabbly Connect. Open your browser and type in the URL for Pabbly Connect to reach the homepage. Here, you can either sign in to your existing account or sign up for a new account to enjoy 100 free tasks every month.

Once you log in, you will be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ option. This is where the integration process begins, allowing you to automate the sending and receiving of WhatsApp messages whenever a form is submitted through Elementor.

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2. Creating a Workflow in Pabbly Connect for Elementor

After accessing Pabbly Connect, the next step is to create a workflow specifically for Elementor form submissions. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Send and Get WhatsApp Message on Elementor Form Submission’. Select the appropriate folder for better organization.

• Name your workflow clearly for easy identification.
• Select a folder to organize your workflows efficiently.
• Click on ‘Create’ to finalize your workflow setup.

Once the workflow is created, you will see options for selecting a trigger and an action. The trigger will be the Elementor form submission, which will initiate the workflow, and the action will be sending messages via WhatsApp using AiSensy through Pabbly Connect.

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3. Setting Up Elementor as the Trigger in Pabbly Connect

To set up the Elementor trigger in Pabbly Connect, select Elementor as the trigger application. Next, choose the trigger event as ‘New Form Submission’. This will ensure that every time a lead submits the form, the workflow is activated.

To connect Elementor with Pabbly Connect, you will receive a webhook URL. Copy this URL and navigate to your Elementor form settings. Under the ‘Actions After Submit’ section, add a webhook and paste the copied URL. This establishes a connection between Elementor and Pabbly Connect, allowing for automatic data transfer.

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4. Sending WhatsApp Messages Using AiSensy via Pabbly Connect

After setting up the trigger, the next step is to configure the action to send WhatsApp messages via AiSensy. In your workflow, select AiSensy as the action application and choose the action event as ‘Send Template Message’. This action will facilitate sending messages to leads who submit the form. using Pabbly Connect

• Provide the API key from your AiSensy account to establish the connection.
• Create a campaign in AiSensy and link it with a template message.
• Map the variables from the Elementor form to personalize the message.

Once these steps are completed, click on ‘Save and Send Test Request’ to verify that the messages are being sent correctly. If successful, you will receive a confirmation that the message has been sent to the lead’s WhatsApp.

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5. Conclusion

In this tutorial, we have successfully set up an integration between Elementor and WhatsApp using Pabbly Connect. This automation allows you to send and receive WhatsApp messages seamlessly whenever a lead submits an inquiry form. By utilizing Pabbly Connect, you can enhance your lead management process without any coding skills.

Automating communications not only saves time but also ensures that no lead goes unnoticed, helping you convert inquiries into customers efficiently. Start using Pabbly Connect today to streamline your business communications!