Author: Rajpal Tomar

Learn how to integrate Zoho Forms with Pabbly Email Marketing to create subscribers automatically. Follow our detailed tutorial for seamless automation. Learn step-by-step how to design, schedule, and analyze email campaigns that achieve your marketing goals without complex technical setup.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Email Marketing for Integration

To begin integrating Zoho Forms with Pabbly Email Marketing, first, access the Pabbly platform. Visit the official Pabbly website and either sign in or create a new account if you are a new user. Signing up provides you with free credits to explore the application.

Once logged in, navigate to the Pabbly dashboard. Here, you will see various applications offered by Pabbly. To set up the integration, click on the option labeled Pabbly Connect, which is essential for connecting Zoho Forms with Pabbly Email Marketing.

---

2. Creating a Workflow in Pabbly Email Marketing

Next, you will create a new workflow in Pabbly Email Marketing. Click on the button that says ‘Create Workflow’. You will be prompted to name your workflow and select a folder to save it in. For this integration, name your workflow something like ‘Zoho Forms to Pabbly Email Marketing Subscriber’.

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

In the workflow window, select Zoho Forms as your trigger application. This step is crucial as it determines when the workflow will be activated. Choose the event ‘New Form Submitted’ to ensure that every new submission from Zoho Forms will trigger the action in Pabbly Email Marketing.

---

3. Configuring Zoho Forms for Pabbly Email Marketing

Now that the workflow is created, it’s time to configure Zoho Forms to work with Pabbly Email Marketing. Copy the provided webhook URL from Pabbly Connect. This URL will be used to establish a connection between Zoho Forms and Pabbly.

Log into your Zoho Forms account and select the form you want to integrate. Click on the ‘Edit’ option and navigate to the Integrations section. Here, find the Webhooks option and paste the copied webhook URL. Set the content type to ‘application/json’ and save your changes.

• Ensure to test the integration by submitting a sample form.
• This will send the form data to Pabbly Email Marketing for processing.

After saving the webhook configuration, return to Pabbly Connect and wait for a webhook response. This confirms that your integration is working correctly.

---

4. Adding Subscribers in Pabbly Email Marketing

With the integration set, the next step is to add subscribers to Pabbly Email Marketing. In the workflow, select Pabbly Email Marketing as the action application and choose the action event ‘Add Subscriber’. This action will create a new subscriber in your Pabbly account whenever a form is submitted.

To connect Pabbly Email Marketing, you will need to provide a bearer token. This can be found in the integration section of your Pabbly Email Marketing account. Copy the bearer token and paste it into the required field in Pabbly Connect.

Choose the subscriber list where you want to add new subscribers. Map the fields for email and name using the data from the Zoho form submission.

Once the mapping is complete, save the workflow. Now, each time a new form is submitted, the details will automatically be added as a subscriber in Pabbly Email Marketing.

---

5. Testing the Integration with Pabbly Email Marketing

To ensure that the integration between Zoho Forms and Pabbly Email Marketing works as intended, perform a test submission on your Zoho form. Fill out the form with test data and submit it. This action will trigger the workflow you created in Pabbly Connect.

After submitting the form, check your Pabbly Email Marketing account under the subscribers section. You should see the new subscriber added with the details you submitted. This confirms that your integration is successful and functioning correctly.

Repeat the test with different data to ensure reliability. Monitor the Pabbly Email Marketing account for any issues.

By following these steps, you can effectively automate the process of adding subscribers to Pabbly Email Marketing from Zoho Forms, enhancing your lead management and email marketing efforts.

---

Conclusion

Integrating Zoho Forms with Pabbly Email Marketing allows for seamless automation of subscriber management. By following the steps outlined, you can efficiently manage your leads and enhance your email marketing campaigns.

Learn how to integrate Instagram Lead Ads with Lofty Leads using Pabbly Connect, automating lead management for real estate professionals. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To begin integrating Instagram Lead Ads with Lofty Leads, first access Pabbly Connect. You can do this by searching ‘Pabbly Connect’ in your browser and clicking on the official link. Once on the landing page, you will see options to sign in or sign up for free.

If you are a new user, click on ‘Sign up for free’ to create an account. Existing users should click on ‘Sign in’. After logging in, navigate to the dashboard where you can see various Pabbly apps. Select Pabbly Connect to start the integration process.

---

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create Workflow’ button to start a new automation. You will be prompted to name your workflow and choose a folder for saving it. For this integration, name the workflow something like ‘Instagram Lead Ads to Lofty Leads’.

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

This setup allows Pabbly Connect to listen for new leads generated from your Instagram ads, ensuring that no potential customers slip through the cracks.

---

3. Connecting Instagram Lead Ads to Pabbly Connect

After setting the trigger application, you need to connect your Instagram account. Click on ‘Connect’ and choose to add a new connection. This requires linking your Facebook account, which is associated with your Instagram account. Select the Facebook account and proceed by clicking ‘Continue’.

Once connected, select the Facebook page and the lead form associated with your Instagram ads. This is crucial for Pabbly Connect to capture the lead details accurately. After selecting the desired page and lead form, click on ‘Save and Send Test Request’ to ensure the connection works correctly.

---

4. Testing the Integration with Dummy Leads

To verify that everything is set up correctly, you will need to perform a test submission. Open the Meta for Developers site and use the Lead Ads Testing Tool. Select the same Facebook page and lead form you previously configured in Pabbly Connect.

• Fill in the form with dummy lead information.
• Submit the form to create a test lead.
• Check Pabbly Connect to see if it captured the lead data.

If the test lead appears in your workflow, it confirms that Pabbly Connect is successfully capturing leads from Instagram Lead Ads.

---

5. Creating Leads in Lofty Using Pabbly Connect

Now that the trigger is working, the next step is to create a lead in Lofty Leads. In your Pabbly Connect workflow, select ‘Lofty Leads’ as the action application and choose the action event as ‘Create Lead’. Similar to the previous steps, connect your Lofty account by providing the required API key.

Map the lead fields from the Instagram trigger to the corresponding fields in Lofty Leads. This includes first name, last name, email, and other relevant information. Once all details are mapped, click ‘Save and Send Request’ to create the lead in Lofty.

Check your Lofty Leads account to confirm the new lead has been created successfully. This integration allows you to automate lead management, ensuring that every inquiry from Instagram is promptly captured and organized.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to seamlessly integrate Instagram Lead Ads with Lofty Leads. By automating lead management, you can enhance your real estate business efficiency and ensure no lead goes unnoticed. Start leveraging Pabbly Connect today to streamline your lead generation process.

Learn how to automate the process of adding Indiamart leads to Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Integration

To automate the process of adding Indiamart leads to Google Sheets, you need to set up Pabbly Connect. Start by signing up for a free account on the Pabbly Connect dashboard. This platform allows you to create an automation workflow that connects Indiamart and Google Sheets seamlessly.

After signing in, click on the ‘Create Workflow’ button. Name your workflow something like ‘Indiamart to Google Sheets’ and select the appropriate folder in your Pabbly account. Click on ‘Create’ to proceed, and you will see the workflow interface with two windows: the trigger and action windows.

---

2. Configuring the Indiamart Trigger in Pabbly Connect

The next step is to set up the trigger in Pabbly Connect. In the trigger window, search for and select Indiamart. From the dropdown menu, choose the trigger event as ‘New Leads.’ This setup ensures that every time a new lead is generated on Indiamart, it will trigger the workflow.

• Select Indiamart as the app in the trigger window.
• Choose ‘New Leads’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, navigate to your Indiamart account. Go to the Lead Manager, select ‘Import/Export Leads,’ and then choose ‘Push APIs.’ Set the source to ‘Other’ and name it ‘Pabbly Connect.’ Paste the copied webhook URL into the designated field and save the details. You will receive an OTP on your registered mobile number, which you need to enter to activate the webhook.

---

3. Capturing Lead Data from Indiamart

Once the webhook is set up, Pabbly Connect will wait for a response from Indiamart. To test this, generate a dummy lead by logging into Indiamart using an incognito window. Search for your business and click on the ‘Contact Supplier’ button. Fill in the required fields, including your mobile number and requirement details, and submit the form.

After submitting the dummy inquiry, return to Pabbly Connect. You should see that the webhook has received the lead data, including the user’s name, email, contact number, product name, and other relevant details. This confirms that the integration is working correctly.

---

4. Adding Lead Data to Google Sheets

Now that Pabbly Connect has captured the lead data, the next step is to send this information to Google Sheets. In the action window of Pabbly Connect, search for Google Sheets and select it. Choose the action event as ‘Add New Row’ and click on ‘Connect’ to establish a connection with your Google Sheets account.

• Select the spreadsheet where you want to add the lead details.
• Choose the specific sheet (e.g., Sheet1) within that spreadsheet.
• Map the response fields from Indiamart to the corresponding columns in Google Sheets.

For example, map the user’s name to the ‘Name’ column, email to the ‘Email’ column, and so forth. After mapping all required fields, click on ‘Save and Send Test Request.’ If successful, the lead details will now appear in your specified Google Sheet, confirming that the automation is complete.

---

5. Conclusion

In this tutorial, we explored how to automate the process of adding Indiamart leads to Google Sheets using Pabbly Connect. By following the steps outlined, you can easily set up this integration and streamline your lead management process. Enjoy the efficiency of having your inquiries automatically organized in Google Sheets!

Learn how to integrate Trigger with URL and automate document processing using Doc Parcel with this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

---

1. Trigger Integration with Doc Parcel

The first step in this process is to integrate Trigger with Doc Parcel. Trigger is essential for initiating workflows based on specific events. In this case, we are focusing on document processing. using Pabbly Connect

To set this up, log into your Doc Parcel account. Navigate to the integrations section and select the option to create a new webhook. This webhook will serve as a bridge between Trigger and Doc Parcel, allowing for seamless data transfer.

---

2. Setting Up the URL for Webhook

Next, we need to set up the URL for the webhook in Doc Parcel. This URL is critical as it will connect your document processing tasks with Trigger. To do this, copy the webhook URL provided by Trigger. using Pabbly Connect

• Log into Doc Parcel and go to the Integrations section.
• Select Custom Integrations and choose Simple Webhook.
• Paste the copied URL into the Target URL field.
• Set the payload format to JSON for compatibility.

After filling in these details, click Save and Test. This will ensure that the webhook is properly configured and ready to receive data.

---

3. Document Processing with Advanced Data and OCR

Once the webhook is set up, we can start processing documents using Advanced Data and Optical Character Recognition (OCR). This step is crucial for extracting structured data from various document formats like PDFs and Word files. using Pabbly Connect

In Doc Parcel, you can choose between different processing options based on your needs. For instance, you can set rules for data extraction from documents in industries like Finance, Logistics, and Healthcare.

• Select the document type you want to process.
• Define the extraction rules for the specific data fields.
• Utilize OCR for scanned documents to enhance data accuracy.

This setup will allow you to automate the data extraction process effectively, ensuring you capture all necessary information from your documents.

---

4. Configuring Action Steps in Trigger

After setting up the webhook and document processing, it’s time to configure the action steps in Trigger. Action steps define what happens once a document is processed and data is extracted. using Pabbly Connect

In the Trigger interface, you can select various applications to send the extracted data. For example, you may want to send the data to a CRM or a reporting tool. Each of these applications can be integrated to streamline your workflow.

Choose the application you want to connect with Trigger. Map the fields from your document to the application fields. Test the integration to ensure data is flowing correctly.

This configuration allows you to automate various tasks, enhancing efficiency and reducing manual entry errors.

---

5. Conclusion: Automating Document Workflows

In conclusion, integrating Trigger with URL using Doc Parcel allows for efficient document processing automation. By following the outlined steps, you can connect various applications and streamline your workflows effectively.

This setup not only saves time but also minimizes errors in data entry, making it ideal for industries like Finance, Logistics, and Healthcare. You can now automate your document workflows with confidence.

---

Learn how to automate notifications for Mojo payments on Slack using Pabbly Connect in this step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, you first need to visit the website by typing Pabbly.com/connect in your browser. This platform is essential for integrating various applications, including Mojo and Slack.

Once on the Pabbly Connect page, you have the option to sign in if you are an existing user or sign up for free if you are new. Signing up grants you 100 free tasks monthly, allowing you to explore the platform’s capabilities.

---

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Notify Team on Slack Channel for Instamojo Payment.’ Select a folder to save your workflow.

• Click on ‘Create’ to proceed.
• Two boxes will appear: one for Trigger and one for Action.
• Select ‘Instamojo V2’ as the Trigger application.

In this workflow, the trigger will be a new payment received via Instamojo, and the action will be sending a notification to Slack. This setup allows your team to be instantly informed of new payments.

---

3. Setting Up the Trigger for Instamojo Payments

To set up the trigger in Pabbly Connect, select the event ‘New Sale’ from the trigger options. This action will initiate the workflow whenever a new payment is made.

After selecting the trigger event, a webhook URL will appear. This URL is crucial as it serves as a bridge between Instamojo and Pabbly Connect. Copy this URL and head to your Instamojo account to set it up.

• Access the product you want to connect in Instamojo.
• Navigate to the Advanced options and paste the webhook URL.
• Save the changes to establish the connection.

Once the webhook URL is saved, return to Pabbly Connect and wait for the webhook response. To test the connection, perform a test transaction on your product page to ensure the workflow is triggered correctly.

---

4. Setting Up Slack to Notify Team

Now that the trigger is set, the next step in Pabbly Connect is to configure Slack as the action application. Select Slack as your action and choose the ‘Send Channel Message’ option.

If you do not have an existing connection, click on ‘Add New Connection’ and follow the prompts to connect Slack with Pabbly Connect. Enter your token type (user or bot) and authorize the connection.

Select the appropriate Slack channel for notifications. Draft the message format you want to send to your team. Use the mapping feature to dynamically insert payment details.

By using mapping, you ensure that every new payment’s details are automatically included in the message sent to Slack, making your notifications dynamic and relevant.

---

5. Testing the Integration and Verification

After configuring the Slack action in Pabbly Connect, it’s time to test the integration. Click on ‘Save and Send Test Request’ to send a sample notification to your selected Slack channel.

Check your Slack channel to verify that the message has been received. The message should include the payment details such as the name, phone number, email, and purchase amount, confirming that the integration works correctly.

Ensure that the message format matches your drafted message. If the message appears correctly, the integration is successful. You can now automate notifications for future payments.

With everything set up, your team will be automatically notified on Slack whenever a new payment is made through Instamojo, streamlining your communication process.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate notifications for Mojo payments on Slack. By following the steps outlined, you can ensure your team stays updated with real-time payment information, enhancing your operational efficiency.

Learn how to automate notifications from Razorpay to Microsoft Teams using Pabbly Connect. Follow this detailed 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

---

1. Accessing Pabbly Connect for Integration

To begin the integration process, first access Pabbly Connect by searching for it in your web browser. This platform is essential for connecting Razorpay and Microsoft Teams.

Once on the landing page, you will see options to sign in or sign up. Existing users can click on ‘Sign In’ to access their dashboard. New users should select ‘Sign Up for Free’ to create an account and receive 100 tasks free each month.

---

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which prompts you to name your workflow and select a folder for saving it.

• Name your workflow: ‘Notify Team on Microsoft Teams for Razorpay Payment’.
• Select the folder: Choose ‘Automations’.

Once you have filled these details, click on ‘Create’. This opens the workflow window where you can set up triggers and actions for your automation.

---

3. Setting Up Trigger for Razorpay Payments

The next step involves setting up the trigger in Pabbly Connect. You will select Razorpay as your trigger application. This means that the workflow will initiate when a new payment is captured in your Razorpay account.

After selecting Razorpay, choose the trigger event as ‘Payment Captured’. This action will automatically activate the workflow upon receiving a new payment. You will then receive a Webhook URL, which is crucial for connecting Razorpay with Pabbly Connect.

• Copy the Webhook URL provided by Pabbly Connect.
• Log into your Razorpay account and navigate to the Webhooks section under settings.

Paste the copied URL into the Razorpay Webhook section, select the event as ‘Payment Captured’, and save the Webhook. This establishes a connection between Razorpay and Pabbly Connect.

---

4. Filtering Payments for Specific Products

To ensure that notifications are only sent for specific products, you will set up a filter in Pabbly Connect. This step is essential to limit notifications to only relevant transactions, such as those for the ‘Organic Glow Serum’.

Select the action application as ‘Filter’ within Pabbly Connect. Here, you will create a condition that checks if the payment amount equals $49.00, which is the price of the product. This filter will prevent notifications for other products.

Set the filter condition to check if the payment amount equals 490 (note the absence of decimal). Click on ‘Save and Send Test Request’ to ensure the filter works as expected.

Once the filter is successfully set, your workflow will only proceed for payments that meet this condition, keeping your Microsoft Teams notifications relevant.

---

5. Sending Notifications to Microsoft Teams

Finally, the last step is to send notifications to Microsoft Teams using Pabbly Connect. For this, select Microsoft Teams as the action application and choose the action event as ‘Send Message in a Channel’.

Connect your Microsoft Teams account with Pabbly Connect by granting the necessary permissions. Once connected, select the appropriate team and channel where you want the notifications to appear.

Map the customer details such as name, email, phone number, and order ID from the Razorpay response. Compose your message to notify the team about the new payment.

After mapping all necessary details, send a test message to verify that everything is working correctly. Once confirmed, your workflow will automatically notify your team about new Razorpay payments in real-time.

---

Conclusion

This tutorial demonstrated how to integrate Razorpay with Microsoft Teams using Pabbly Connect. By following these steps, you can automate notifications for new payments, enhancing communication and efficiency in your team.

Learn how to integrate Elementor with Keep using Pabbly Connect to automate contact updates seamlessly. Follow our detailed tutorial for step-by-step instructions. 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

---

1. Accessing Pabbly Connect for Automation

To integrate Elementor with Keep, the first step is accessing Pabbly Connect. Begin by opening your web browser and searching for Pabbly Connect to reach its landing page.

If you do not have an account, click on the ‘Sign up for free’ button. This process takes only two minutes and provides you with 100 free tasks every month. If you already have an account, simply click on ‘Sign in’ to access your dashboard.

---

2. Creating a Workflow in Pabbly Connect

Once you’re logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow.

Choose a descriptive name, such as ‘Create or Update Keep Contact on Elementor Form Submission’. After naming your workflow, click on ‘Create’ to proceed to the workflow setup page.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select ‘Create’ to move to the next step.

In the workflow setup, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the workflow, while the action is what happens as a result. Here, you will set up your trigger to respond to form submissions from Elementor.

---

3. Setting Up the Trigger in Pabbly Connect

For the trigger, search for ‘Elementor’ in the application list within Pabbly Connect. Select it as your trigger application, and then choose the trigger event as ‘New Form Submission’.

Next, you will need to connect Elementor with Pabbly Connect. This requires copying the webhook URL provided by Pabbly Connect and pasting it into your Elementor form settings. This webhook acts as a bridge between Elementor and Pabbly Connect.

• Select ‘New Form Submission’ as your trigger event.
• Copy the webhook URL from Pabbly Connect.
• Paste the webhook URL in the Elementor form settings under ‘Actions After Submit’.

After setting up the trigger, return to Pabbly Connect to test if it’s waiting for a response from Elementor. This step ensures that your integration is correctly set up to receive form submissions.

---

4. Setting Up the Action in Pabbly Connect

With the trigger established, the next step is to set the action that will occur when a new form submission is received. In Pabbly Connect, search for ‘Keep’ as your action application and select ‘InfusionSoft by Keep’.

Select the action event as ‘Create/Update Contact’. This action will allow you to either create a new contact or update an existing contact in Keep based on the form submission details.

Choose ‘InfusionSoft by Keep’ as your action application. Select ‘Create/Update Contact’ as your action event. Connect your Keep account to Pabbly Connect.

Once connected, map the form submission fields from Elementor to the corresponding fields in Keep. This mapping ensures that the correct data is sent to Keep for each new submission.

---

5. Testing the Integration and Conclusion

After completing the mapping, it’s essential to test your integration. Fill out your Elementor form and submit it. Check Pabbly Connect to see if the response has been received. You should see all the details filled in the form, confirming that the integration is working.

Finally, verify in your Keep account that the contact has been created or updated with the new information. This confirms that your integration between Elementor and Keep using Pabbly Connect is successful.

In summary, you have set up a workflow in Pabbly Connect to automatically create or update contacts in Keep whenever a new form submission is received from Elementor. This automation saves time and ensures your email list is always up-to-date.

Conclusion

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

---

By following this tutorial, you can effectively integrate Elementor with Keep using Pabbly Connect to streamline your contact management process. This setup not only enhances your marketing efforts but also improves audience engagement through timely updates.

Learn how to seamlessly create Shopify customers from Instagram Lead Ads using Pabbly Connect with this step-by-step tutorial. Automate your customer management today! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

Accessing Pabbly Connect for Integration

To create Shopify customers from Instagram Lead Ads leads, you’ll first need to access Pabbly Connect. This powerful integration platform allows you to automate the process of adding leads from Instagram directly into your Shopify account.

Start by visiting the Pabbly Connect website. If you’re a new user, sign up for a free account which includes 100 free tasks monthly. Existing users can log in to their accounts. Once logged in, you will see the dashboard where you can create new workflows.

---

Creating a Workflow in Pabbly Connect

Next, you will create a workflow in Pabbly Connect to manage the integration between Instagram Lead Ads and Shopify. Click on the ‘Create Workflow’ button located in the top right corner of your dashboard.

A dialog box will pop up asking for a workflow name and folder selection. Name your workflow ‘Create Shopify Customers from Instagram Lead Ads Leads’ and select a folder for organization. Click the ‘Create’ button to finalize this step.

• Name your workflow appropriately to reflect its function.
• Select a folder for better organization of your automations.

After creating the workflow, you will see two sections labeled ‘Trigger’ and ‘Action’. The trigger is what initiates the workflow, while the action is the response to that trigger.

---

Setting Up the Trigger for Instagram Lead Ads

In this step, you will configure the trigger application in Pabbly Connect. Select ‘Instagram Lead Ads’ as your trigger application. For the trigger event, choose ‘New Lead’ to capture leads generated from your Instagram ads.

Click on the ‘Connect’ button to establish a connection. If you don’t have an existing connection, select ‘Add New Connection’. Ensure you are logged into your Instagram and Facebook accounts in separate tabs to facilitate this connection.

• Select ‘Instagram Lead Ads’ for the trigger application.
• Choose ‘New Lead’ as the trigger event to capture new leads.

Once connected, you will need to select the Facebook page and lead form associated with your Instagram ads. After selecting these, click on the ‘Save and Send Test Request’ button to verify the connection.

---

Configuring the Action Step for Shopify

Now that the trigger is set up, you will configure the action step in Pabbly Connect. Select ‘Shopify’ as your action application and choose the action event ‘Create Customer’. This will allow you to automatically add new leads as customers in your Shopify store.

Click on the ‘Connect’ button. If you don’t have an existing connection, click on ‘Add New Connection’. You will need to provide your Shopify Admin API access token and subdomain. To find these, log into your Shopify account, navigate to ‘Settings’, then to ‘Apps and Sales Channels’, and create a new app to obtain the API access token.

Select ‘Shopify’ as the action application. Choose ‘Create Customer’ as the action event for adding new customers.

After entering the required information, map the data from the previous step to create the customer. This includes first name, last name, email, phone number, and any additional notes. Once all fields are filled, click on the ‘Save and Send Test Request’ button to create a test customer.

---

Verifying the Integration Success

After setting up the action step in Pabbly Connect, it’s time to verify that the integration works correctly. Go back to your Shopify account and refresh the customer page to check if the new customer has been added.

Perform a test lead submission using the Meta Lead Ads Testing Tool. After filling in the required details, submit the test lead and check if it appears in your Shopify customer list. You should see the newly created customer with the details you provided in the lead form.

Use the Meta Lead Ads Testing Tool to generate a test lead. Check your Shopify account to verify the new customer is created.

If the customer appears in your Shopify account, it confirms that you have successfully integrated Instagram Lead Ads with Shopify using Pabbly Connect. This automation saves time and ensures that you can manage customer data efficiently.

---

Conclusion

In this tutorial, we explored how to create Shopify customers from Instagram Lead Ads leads using Pabbly Connect. By automating this process, you can streamline customer management and enhance your marketing efforts. Now you can focus on growing your business effortlessly!

Learn how to seamlessly integrate IndiaMART leads into Salesforce using Pabbly Connect for efficient lead 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

---

1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads into Salesforce, we first need to access Pabbly Connect. This platform allows for seamless automation between various applications, including IndiaMART and Salesforce.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for free and get 100 free tasks every month. Existing users can simply sign in to their accounts to proceed with the integration.

---

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to the dashboard. Here, you will find an option to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the screen.

• Enter the workflow name: ‘Add IndiaMART Leads to Salesforce’.
• 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 is the event that starts the automation, while the action is what happens as a result. In this case, the trigger will be a new lead from IndiaMART, and the action will be to create a lead in Salesforce.

---

3. Setting Up the Trigger in Pabbly Connect

Now, let’s set up the trigger in Pabbly Connect. For the trigger application, select ‘IndiaMART’. The trigger event will be ‘New Leads’ since we want to capture new inquiries automatically.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as it will be used to connect IndiaMART with Pabbly Connect. Next, log into your IndiaMART account and navigate to the Lead Manager section.

• Go to the ‘Menu’ and select ‘Import and Export Leads’.
• Choose the ‘Push API’ option.
• Enter ‘Pabbly Connect’ as the platform name and paste the webhook URL.

After saving the details, you will have successfully connected your IndiaMART account with Pabbly Connect. This connection ensures that every new lead generated will be captured automatically.

---

4. Testing the Integration in Pabbly Connect

With the trigger set up, it’s time to test the integration. Generate a test lead in your IndiaMART account. You can do this by selecting a product and clicking on the ‘Contact Supplier’ button. Fill in the inquiry details and submit the form.

Once the test lead is submitted, return to your Pabbly Connect workflow. You should see that the webhook response has been captured, indicating that the lead data has been successfully received from IndiaMART.

Verify that the lead information includes all necessary fields, such as name, email, and inquiry message. Check for any errors in the webhook response.

If everything looks good, you’re ready to proceed to the action step, which will create a lead in Salesforce.

---

5. Creating a Lead in Salesforce Using Pabbly Connect

The final step is to create a lead in Salesforce using the data captured from IndiaMART via Pabbly Connect. For the action application, select ‘Salesforce’ and the action event as ‘Create Lead’.

After clicking on the connect button, authorize your Salesforce account to allow Pabbly Connect to create leads. Next, you will need to map the lead details from the previous step to the appropriate fields in Salesforce.

Map the first name, last name, email, and other relevant fields from the webhook response. Set the lead source to ‘IndiaMART Leads’.

Once all fields are filled, click on the ‘Save and Send Test Request’ button. If successful, you will see a confirmation, and the lead will appear in your Salesforce account, confirming that the integration is working perfectly.

---

Conclusion

Integrating IndiaMART leads into Salesforce using Pabbly Connect streamlines the process of managing customer inquiries. By automating this workflow, businesses can save time and ensure no lead is missed, allowing for more efficient follow-ups and better customer service.

Learn how to automate WhatsApp messages on Zoho Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration with AI Sensi. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To send WhatsApp messages on Zoho Forms submission, we will utilize Pabbly Connect. This powerful integration platform allows you to connect multiple applications seamlessly.

First, visit the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button to create one. Once you have an account, log in to access the dashboard and start creating your workflow.

---

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow to reflect its purpose, such as ‘Send WhatsApp Message on Zoho Form Submission’.

• Click on ‘Create’ to proceed.
• You will see two boxes: Trigger and Action.
• Set up your trigger by selecting Zoho Forms as the application.

In this step, you will define the trigger event. Choose ‘New Form Submitted’ as the trigger event to initiate your workflow when a new entry is submitted in Zoho Forms.

---

3. Connecting Zoho Forms to Pabbly Connect

To connect Zoho Forms with Pabbly Connect, you will need a webhook URL. Copy the webhook URL provided in your Pabbly Connect workflow.

Next, go to your Zoho Forms account and find the form you want to connect. Click on ‘Edit’, then navigate to the ‘Integrations’ tab. Here, select the option for webhooks and paste the copied webhook URL into the designated field.

• Set the content type to ‘application/json’.
• Fill in the payload parameters as required.
• Click ‘Save’ to finalize the integration.

Once saved, Pabbly Connect will be ready to receive data from Zoho Forms every time a new submission is made.

---

4. Setting Up the Action Step in Pabbly Connect

With your trigger set, the next step is to define the action in Pabbly Connect. Search for AI Sensi as the action application and select it.

Choose the action event ‘Send Template Message’ to configure how the WhatsApp message will be sent. You’ll need to connect your AI Sensi account to Pabbly Connect using your API key, which can be found in your AI Sensi account settings.

Click ‘Add New Connection’ and paste your API key. Click ‘Save’ to establish the connection. Select the template message you want to use for your leads.

After setting up the action step, you will be able to send personalized WhatsApp messages to leads who submit inquiries via Zoho Forms.

---

5. Mapping Data from Zoho Forms to WhatsApp

The final step involves mapping the data received from Zoho Forms to the WhatsApp message. In Pabbly Connect, use the response data from the trigger step to fill in the necessary fields.

Map the lead’s name and phone number from the form submission to the corresponding fields in the WhatsApp message template. This ensures that each message is personalized based on the inquiry details submitted.

Map the phone number field to send the message to the correct lead. Map the lead’s name to personalize the message. Click ‘Save and Send Test Request’ to verify that everything is working correctly.

Once you confirm the test is successful, your workflow is ready to go live. From now on, every new submission on your Zoho Forms will trigger an automated WhatsApp message sent via AI Sensi, streamlining your client communications.

---

Conclusion

By using Pabbly Connect, you can efficiently send WhatsApp messages upon Zoho Forms submissions. This integration not only enhances communication but also improves client engagement through timely responses.

With the steps outlined, you can easily set up this automation for your real estate inquiries or any other relevant business needs. Automate your workflows today with Pabbly Connect!