Integrate WhatsApp with Pabbly Connect for Business Automation

Learn how to automate WhatsApp messaging for your business inquiries using Pabbly Connect. 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


1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp and other applications, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page at Pabbly.com/connect. 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 ‘Sign In’ to access their dashboard. Once logged in, you will see all available Pabbly applications, including Pabbly Connect.


2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, create a new workflow by clicking the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. For this tutorial, name it ‘Send WhatsApp Messages to IndiaM Leads’ and save it in the ‘Automations’ folder.

  • Click on ‘Create’ to open the workflow window.
  • Select ‘IndiaM’ as the trigger application.
  • Choose ‘New Leads’ as the trigger event.

This setup allows the workflow to initiate whenever a new lead is captured in IndiaM, ensuring that your responses are automated through Pabbly Connect.


3. Connecting IndiaM with Pabbly Connect

To connect your IndiaM account with Pabbly Connect, you will receive a webhook URL after selecting the trigger event. Copy this URL and log into your IndiaM account. Navigate to the ‘Lead Manager’ section and find the ‘Import/Export Leads’ option.

  • Select ‘Push API’ from the menu.
  • Set the source as ‘Other’ and enter ‘Pabbly Connect’ in the CRM platform name.
  • Paste the copied webhook URL and save the details.

After saving, generate an OTP to finalize the connection. This step ensures that your IndiaM leads are automatically sent to Pabbly Connect whenever a new inquiry is made.


4. Sending Automated WhatsApp Messages

Once the connection is established, you can set up the action step to send WhatsApp messages. In the workflow, select ‘AI Sensi’ as the action application and choose ‘Send Template Message’ as the action event. Click on ‘Connect’ to link your WhatsApp account.

If this is your first time, click on ‘Add New Connection’ and enter your API key from your AI Sensi account. Input the campaign name that is live and associated with your WhatsApp messages. Map the mobile number and username fields from the previous step to personalize the message.

This setup will allow Pabbly Connect to send tailored WhatsApp messages to your leads automatically, enhancing customer engagement and response times.


5. Testing the Integration

To ensure everything works correctly, perform a test submission by generating a lead in your IndiaM account. Submit an inquiry to see if the workflow captures the response in Pabbly Connect.

Check your workflow to verify if the test lead details are captured correctly. Look for the WhatsApp message received on the associated mobile number.

Upon successful testing, you can confirm that your integration is working seamlessly. This automated communication process allows you to respond to inquiries promptly, leveraging Pabbly Connect to streamline your business operations.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messaging for leads from IndiaM. By following these steps, you can ensure prompt communication with potential customers, ultimately enhancing your business efficiency and engagement.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create Subscribers in Pabbly Email Marketing Using Google Forms Submission

Learn how to automate subscriber creation in Pabbly Email Marketing from Google Forms submissions using Pabbly Email Marketing. Follow our step-by-step tutorial for seamless integration. Build effective email marketing workflows that nurture leads and drive conversions through personalized content and perfect timing.

Watch Step By Step Video Tutorial Below


Accessing Pabbly Email Marketing for Integration

To create a subscriber in Pabbly Email Marketing using Google Forms submissions, first, access your Pabbly Email Marketing account. This platform is essential for managing your email subscribers efficiently.

Once logged in, you can navigate to the dashboard where you can set up your email lists. Ensure that you have a list ready to add subscribers to. This will be crucial for the automation process.


Setting Up Pabbly Connect Workflow for Google Forms

Next, you will set up a workflow in Pabbly Connect to automate the subscriber creation process. Start by signing into your Pabbly Connect account and click on the ‘Create Workflow’ button.

In the dialog box that appears, name your workflow something like ‘Create Subscriber in Pabbly Email Marketing on Google Form Submission’. Select a folder to save your workflow, such as ‘Google Forms Automations’. After naming and selecting the folder, click the ‘Create’ button to proceed.


Configuring Google Forms Trigger in Pabbly Connect

In this step, you will configure the trigger application in Pabbly Email Marketing to capture new submissions. Select Google Forms as your trigger application and choose the event as ‘New Response Received’.

Pabbly Connect will provide you with a webhook URL. Copy this URL and go to your Google Forms. In the responses tab, link your form to a new Google Sheets spreadsheet. This spreadsheet will collect responses from form submissions.

  • Open the Google Forms responses tab.
  • Click on ‘Link to Sheets’ and create a new spreadsheet.
  • Ensure the spreadsheet captures all form submission data.

After linking the spreadsheet, navigate to the extensions menu in Google Sheets, install the ‘Pabbly Connect Webhooks’ add-on, and set it up with the webhook URL you copied earlier. This allows the spreadsheet to send data to Pabbly Connect whenever a new submission occurs.


Adding Subscriber to Pabbly Email Marketing

Now that your trigger is set up, it’s time to configure the action step to add subscribers in Pabbly Email Marketing. Select it as the action application and choose ‘Add Subscriber’ as the action event.

Connect your Pabbly Email Marketing account by entering your API token. You can find this token in your Pabbly Email Marketing account under developer API settings. After connecting, select the list you want to add subscribers to.

  • Map the email and name fields from the Google Forms response to the subscriber fields in Pabbly Email Marketing.
  • Test the integration by submitting a sample entry through the Google Form.
  • Check your Pabbly Email Marketing account to ensure the subscriber was added successfully.

Once you have tested and confirmed that the subscriber is added, your automation is complete, allowing for seamless integration between Google Forms and Pabbly Email Marketing.


Conclusion

This tutorial demonstrated how to create subscribers in Pabbly Email Marketing using Google Forms submissions with Pabbly Connect. By automating this process, you can effectively manage your email marketing efforts and keep your subscribers informed effortlessly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Send WhatsApp Messages on Contact Form 7 Submission Using Pabbly Connect

Learn how to automate WhatsApp messages on Contact Form 7 submissions using Pabbly Connect for enhanced customer communication. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Automation

To send WhatsApp messages on Contact Form 7 submission, we need to access Pabbly Connect. Start by visiting the Pabbly Connect website where you can log in or sign up for a free account.

Once logged in, you will see the dashboard of Pabbly Connect. From here, you can create workflows that automate tasks between different applications. Click on the ‘Access Now’ button to proceed to the automation interface.


2. Creating a Workflow in Pabbly Connect

To automate the sending of WhatsApp messages, we first need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

  • Name the workflow as ‘Send WhatsApp Message on Contact Form Submission using AiSensy’.
  • Select a folder to save your workflow, such as ‘WhatsApp Automations’.
  • Click the ‘Create’ button to finalize the workflow setup.

Your workflow is now created, and you will see two sections: Trigger and Action. The trigger will initiate the workflow when a new form submission occurs.


3. Setting Up Trigger with Contact Form 7

In this step, we will set up the trigger in Pabbly Connect to capture new submissions from Contact Form 7. Select ‘Contact Form 7’ as the trigger application.

Choose the trigger event as ‘New Form Submission’. Pabbly Connect will generate a unique webhook URL that you will use to connect your Contact Form 7 plugin.

  • Copy the webhook URL provided by Pabbly Connect.
  • Go to your WordPress dashboard and navigate to the Contact Form 7 form you want to integrate.
  • In the form settings, look for the ‘Webhook’ option and paste the copied URL.

After saving the form, your Contact Form 7 is now connected to Pabbly Connect and will send data to it upon submission.


4. Configuring Action to Send WhatsApp Messages

With the trigger set, the next step is to configure the action in Pabbly Connect to send WhatsApp messages using AiSensy. Choose ‘WhatsApp by AiSensy’ as the action application.

Select the action event as ‘Send Template Message’. You will need to connect your AiSensy account by providing the API key from your AiSensy account settings.

Enter the campaign name and select the template created in AiSensy. Map the mobile number and customer name from the previous step to personalize the message. Click ‘Save and Send Test Request’ to verify the integration.

Upon successful testing, you will receive a confirmation that the WhatsApp message has been sent, indicating that your automation is working correctly.


5. Testing the Integration

Now that your workflow is set up, it’s time to test the integration. Fill out the Contact Form 7 on your website with dummy data and submit it.

Once submitted, check your WhatsApp to see if you received the message. If everything is configured correctly, you should receive a thank-you message from your store, confirming the inquiry.

This process demonstrates how Pabbly Connect seamlessly integrates with Contact Form 7 and AiSensy to automate customer communication.


Conclusion

In this tutorial, we explored how to send WhatsApp messages on Contact Form 7 submissions using Pabbly Connect. This integration enhances customer communication and streamlines your response management effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating Tag Mango with Salesforce CRM Using Pabbly Connect

Learn how to integrate Tag Mango with Salesforce CRM using Pabbly Connect for seamless automation of your online orders. Step-by-step guide included. 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


1. Accessing Pabbly Connect for Integration

To integrate Tag Mango with Salesforce CRM, you first need to access Pabbly Connect. This platform serves as the central hub for automating your workflows. Start by signing up for a free account, which can be done in just a few minutes.

Once registered, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow that will facilitate the connection between Tag Mango and Salesforce. Click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Tag Mango to Salesforce’.


2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger that captures new orders from Tag Mango using Pabbly Connect. In the trigger window, search for Tag Mango and select it as your application. The next step is to choose the trigger event, which should be set to ‘New Order’.

  • Select ‘New Order’ as the trigger event.
  • Connect your Tag Mango account by entering the API key.
  • Choose the appropriate checkout page for capturing new order details.

After configuring these settings, click on ‘Save and Send Test Request’ to ensure the connection is established. Pabbly Connect will now wait for a new order to be placed on your selected Tag Mango checkout page.


3. Capturing New Order Details

Once the trigger is set up, the next step in Pabbly Connect is to capture the details of the new order. After clicking ‘Save and Send Test Request’, you will see that Pabbly Connect is now waiting for a response. To simulate this, place a dummy order on your Tag Mango checkout page.

Upon successful order placement, Pabbly Connect will capture the order details, including customer name, email, and mobile number. This data will be stored in the Pabbly Connect workflow, confirming that the trigger was successful.


4. Setting Up the Action to Create a Salesforce Contact

After capturing the order details, the next step is to set up the action that will create a new contact in Salesforce CRM using Pabbly Connect. In the action window, search for Salesforce and select it as your application. Then, choose the action event as ‘Create Contact’.

  • Connect your Salesforce account by allowing Pabbly Connect access.
  • Map the customer details captured from Tag Mango to the corresponding fields in Salesforce.
  • Ensure that all mandatory fields are filled correctly.

Once everything is mapped correctly, click on ‘Save and Send Test Request’ to confirm that the contact is added successfully to your Salesforce CRM. You should see a positive response indicating the contact has been created.


5. Testing the Automation in Real-Time

With the automation set up, it’s crucial to test the integration to ensure it works as expected. Use Pabbly Connect to place another dummy order on your Tag Mango checkout page. After the order is placed, check your Salesforce CRM to see if the new contact appears.

After placing the order, navigate to the contacts section in Salesforce. You should see the new customer details added automatically, confirming that the integration is functioning correctly. This real-time testing validates that the entire workflow from Tag Mango to Salesforce is seamless and efficient.


Conclusion

This tutorial demonstrates how to effectively integrate Tag Mango with Salesforce CRM using Pabbly Connect. By following these steps, you can automate the process of adding new customers to your CRM, enhancing your workflow and efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create Subscriber in Pabbly Email Marketing for LinkedIn Lead Gen Forms Leads

Learn how to automate the process of adding subscribers in Pabbly Email Marketing using LinkedIn Lead Gen Forms. Step-by-step guide included. Build effective email marketing workflows that nurture leads and drive conversions through personalized content and perfect timing.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Email Marketing for LinkedIn Lead Gen Forms

To start automating the process of adding subscribers in Pabbly Email Marketing, you first need to access the software. Simply visit the official Pabbly website and log in to your account. If you are new, sign up for a free account to explore the features.

After logging in, you will be directed to the dashboard. Here, you can manage your email lists, campaigns, and integrations with various applications. This setup is crucial for integrating LinkedIn Lead Gen Forms with Pabbly Email Marketing.


2. Creating a Workflow in Pabbly Connect

Next, you will create a workflow in Pabbly Email Marketing to connect your LinkedIn Lead Gen Forms. This workflow automates the process of adding new leads as subscribers. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

  • Name your workflow, for example, ‘Create Subscriber in Pabbly Email Marketing for LinkedIn Lead Gen Forms’.
  • Select a folder to save your workflow, such as ‘Automations’.
  • Click on the ‘Create’ button to proceed.

After creating the workflow, you will see the trigger and action setup. The trigger is what starts the automation, while the action is what happens as a result. Here, you will select LinkedIn Lead Gen Forms as your trigger application.


3. Setting Up the Trigger for LinkedIn Lead Gen Forms

In this step, you will set up the trigger for your workflow in Pabbly Email Marketing. Choose ‘LinkedIn Lead Gen Forms’ as your trigger application. This application allows you to collect leads directly from your LinkedIn ads.

Next, select the trigger event as ‘New Lead Gen Form Response’. This means that every time a new lead submits their information through your LinkedIn form, it will trigger the automation. You will then need to connect your LinkedIn account to Pabbly Connect.

  • Click on ‘Connect’ to establish a new connection with LinkedIn.
  • Authorize the connection by signing in to your LinkedIn account.
  • Select the appropriate LinkedIn account and lead form.

Once the connection is established, you can test the trigger by generating a test lead in your LinkedIn Lead Gen Form. This step ensures that the automation is properly set up.


4. Configuring the Action Step in Pabbly Email Marketing

After setting up the trigger, the next step is to configure the action in Pabbly Email Marketing. Here, you will select ‘Pabbly Email Marketing’ as your action application. This will allow you to add the new lead as a subscriber to your email list.

Choose the action event as ‘Add Subscriber’. This action will automatically add the new lead captured from LinkedIn into your email marketing tool. You will again need to connect your Pabbly Email Marketing account to Pabbly Connect.

Click on ‘Connect’ to establish a connection with your Pabbly Email Marketing account. Enter your API token to authorize the connection. Select the list where the subscriber will be added.

After entering all the required details, save the action step. This completes the integration process, ensuring that every new lead from LinkedIn is added as a subscriber in Pabbly Email Marketing.


5. Testing and Verifying the Integration

Once you have set up both the trigger and action, it’s essential to test the integration in Pabbly Email Marketing. Generate a test lead in your LinkedIn Lead Gen Form and verify if the details are correctly added as a subscriber.

To confirm the integration, navigate to your Pabbly Email Marketing dashboard and check the subscriber list. You should see the test lead listed there with their email and name. This step ensures that the automation is functioning correctly and that new leads are being captured efficiently.

If everything works fine, your automation is now complete. You can now focus on nurturing these leads through email campaigns without the hassle of manual entry.


Conclusion

In this tutorial, we covered how to create a subscriber in Pabbly Email Marketing using LinkedIn Lead Gen Forms. By automating this process, you can efficiently manage your leads and improve your email marketing efforts. This integration saves time and enhances your ability to connect with potential clients.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating Indiamart Leads with Salesforce Using Pabbly Connect

Learn how to seamlessly integrate Indiamart leads into Salesforce using Pabbly Connect. Follow this step-by-step tutorial for efficient lead management. 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


1. Accessing Pabbly Connect for Integration

To integrate Indiamart leads into Salesforce, we will use Pabbly Connect. Start by accessing the Pabbly Connect website by searching for it in your browser. You will see options to sign in or sign up for free, with the latter providing 100 tasks free every month.

For existing users, click on the sign-in button. Once logged in, navigate to the Pabbly Connect dashboard, where you will see all the Pabbly applications. Click on the ‘Access Now’ button under Pabbly Connect to open your integration workspace.


2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder for it. Name it something relevant, such as ‘Adding Indiamart Leads to Salesforce,’ and select the folder where you want to save it.

  • Click on ‘Create’ to proceed.
  • This will open the workflow window, where you can set up triggers and actions.
  • Triggers are the events that start the workflow, while actions are the tasks performed as a result.

In the workflow window, select your trigger application, which will be Indiamart. This selection allows Pabbly Connect to listen for new leads from your Indiamart account, automating the lead entry process into Salesforce.


3. Setting Up the Trigger for Indiamart

For the trigger event, choose ‘New Lead’ from the dropdown menu. Pabbly Connect will generate a webhook URL that you need to copy. This URL is essential for linking your Indiamart account to your Pabbly Connect workflow.

Next, log in to your Indiamart account and navigate to the Lead Manager section. From there, go to the Import/Export Leads option and choose the ‘Push API’ section. Here, you will enter the CRM platform name as ‘Pabbly Connect’ and paste the copied webhook URL into the Listener URL field.

  • Click on ‘Save Details’ after entering the required information.
  • You will receive a prompt to generate an OTP for verification.
  • Enter the OTP to complete the setup.

Once you submit the OTP, you will see a message indicating that the integration is live. At this point, Pabbly Connect is ready to capture leads from your Indiamart account.


4. Testing the Webhook Response

With the trigger set, it’s time to test the integration. You need to create a test lead in your Indiamart account to see if Pabbly Connect captures the data correctly. Open your Indiamart account and submit a dummy inquiry for a product.

After submitting the inquiry, return to your Pabbly Connect workflow. You should see that the webhook has captured the response from Indiamart, displaying all the details of the test lead you just created.

Verify that all fields, such as the unique query ID and sender’s name, are accurately displayed. This confirms that Pabbly Connect is successfully receiving data from Indiamart.

Now that you have confirmed the trigger works, you can proceed to set up the action step to send this data to Salesforce.


5. Sending Data to Salesforce

For the action application, select Salesforce and choose the ‘Create Lead’ action event. Click on the connect button to establish a connection between Pabbly Connect and Salesforce. If it’s your first time connecting, you will need to authorize Pabbly Connect to access your Salesforce account.

Once connected, you will see fields to map the data from the Indiamart lead to Salesforce. This mapping process is crucial as it ensures that the correct details are sent to Salesforce.

Map the lead’s first and last name, email, and any other relevant fields. Make sure to separate the full name if necessary, using the text formatting feature in Pabbly Connect.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to finalize the integration. Check your Salesforce account to confirm that the new lead has been created successfully with all the mapped details.


Conclusion

In this tutorial, we explored how to integrate Indiamart leads into Salesforce using Pabbly Connect. By following these steps, you can automate the process of adding new leads, ensuring your sales team can respond promptly and efficiently. This integration not only saves time but also enhances lead management for your business.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Automatically Post BigCommerce Products on Instagram Using Pabbly Connect

Learn how to integrate BigCommerce and Instagram using Pabbly Connect for automatic product posting. Follow this step-by-step tutorial for seamless automation. 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 begin using Pabbly Connect, start by searching for ‘Pabbly Connect’ in your browser. This will lead you to the Pabbly Connect landing page where you can sign in or create a new account.

If you do not have an account, click on the ‘Sign Up for Free’ button. This process takes only a couple of minutes and grants you 100 free tasks every month. Once signed in, click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard.


2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; name it according to your goal, such as ‘Post BigCommerce Products on Instagram’. After naming, click on ‘Create’ to proceed.

  • Name your workflow based on your objective.
  • Select the trigger application, which will be BigCommerce.
  • Set the trigger event to ‘New Product’.

After this, you need to connect BigCommerce with Pabbly Connect. Click on the ‘Connect’ button and then select ‘Add New Connection’. You will need to provide your Client ID, Access Token, and Store Hash Key from your BigCommerce account to establish this connection.


3. Setting Up the Trigger in Pabbly Connect

Once your workflow is created, the next step is to set up the trigger. In this case, the trigger application is BigCommerce, and the event will be ‘New Product’. This means that every time a new product is added to your BigCommerce store, it will trigger the workflow.

To connect BigCommerce, you need to retrieve your Store Hash Key from the URL of your BigCommerce account. For example, it will look something like this: ‘store-hash-key.mybigcommerce.com’. Copy this hash key and paste it into Pabbly Connect along with your Client ID and Access Token.

After entering all the necessary information, click on ‘Save’ to finalize the connection. You can then send a test request to ensure the connection is working correctly by adding a new product in your BigCommerce store.


4. Action Step Integration with Pabbly Connect

After setting up the trigger, the next step is to configure the action that will occur once the trigger is activated. The action application will also be BigCommerce, and the event will be ‘Get Product Details’. This allows you to fetch all relevant details about the newly added product. using Pabbly Connect

To do this, select the existing connection you created earlier. You’ll need to map the Product ID received from the trigger step to fetch specific details about the product. This mapping ensures that the correct data is retrieved every time a new product is added.

  • Select ‘Get Product Details’ as the action event.
  • Map the Product ID from the trigger response.
  • Click on ‘Save’ to proceed.

Once you have successfully mapped the details, you will receive a response containing all the product information, which you will use in the final step of posting on Instagram.


5. Posting to Instagram Using Pabbly Connect

Now that you have all the product details, it’s time to post to Instagram. Select Instagram for Business as your action application, and the action event will be ‘Publish Photo’. This will allow you to create a new post on your Instagram account with the product details fetched from BigCommerce.

After selecting Instagram, you will need to connect your Instagram account to Pabbly Connect. Click on ‘Add New Connection’ and grant the necessary permissions. Once connected, select the Instagram account you want to use for posting.

Map the photo URL from the BigCommerce response. Create a dynamic caption that includes the product name and details. Click on ‘Send Test’ to check if the post is created successfully.

Once you receive a positive response, you can check your Instagram account to see the newly created post featuring your BigCommerce product.


Conclusion

In this tutorial, we explored how to integrate BigCommerce with Instagram using Pabbly Connect. By setting up triggers and actions, you can automate product postings seamlessly, enhancing your marketing efforts.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

This integration not only saves time but also ensures that your customers are always updated with your latest products on Instagram. Start using Pabbly Connect today to streamline your eCommerce marketing strategies!

Integrating Trigger with Automation Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Trigger and Automation Using Pabbly Connect for seamless Facebook lead ads management and email marketing. Follow our detailed tutorial now! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background. with Pabbly Connect.

Watch Step By Step Video Tutorial Below


1. Setting Up Trigger for Facebook Lead Ads

To begin with the integration, the first step is to set up the trigger using Trigger from Facebook Lead Ads. This allows you to automatically capture leads from your Facebook campaigns. You need to connect your Facebook account to the Automation platform.

Once you have access to the Automation dashboard, you will create a new workflow. Select Facebook Lead Ads as your trigger application and choose the ‘New Lead Instant’ event. This will ensure that every new lead captured will initiate the workflow.


2. Connecting Facebook Lead Ads to Automation

Next, you need to link your Facebook Lead Ads account to Automation. To do this, click on ‘Connect’ and follow the prompts to grant access. Ensure you select the correct Facebook page, which in this case is named Prime Properties.

  • Choose your Facebook page for the ads.
  • Select the lead generation form you wish to use.
  • Make sure your lead form is live before testing.

After connecting, you will need to generate a sample submission to test the connection. This can be done using the Facebook Lead Ads Debug Tool to ensure everything is functioning correctly.


3. Creating a Subscriber in PAB Email Marketing

After setting up the trigger, the next step is to create a subscriber in PAB Email Marketing. This is where the information from the lead will be sent. You will need to select the action application as PAB Email Marketing and the action event as ‘Add Subscriber’.

To connect PAB Email Marketing with Automation, you will need an API token. Log in to your PAB Email Marketing account, navigate to Integrations, and generate a new API token. Copy this token and paste it back into the Automation platform to establish the connection.


4. Mapping Data from Facebook to PAB Email Marketing

Once the connection is established, you need to map the data from Facebook Lead Ads to PAB Email Marketing. This involves specifying which fields from the lead form correspond to the subscriber details in your email marketing list.

For instance, map the first name, last name, and email address of the lead. This ensures that every new lead will automatically create a subscriber with the correct details. After mapping, click on ‘Save and Send Test’ to verify that the subscriber is added correctly.

  • Ensure all required fields are filled in the mapping process.
  • Test the mapping by generating a new lead submission.
  • Check your PAB Email Marketing list for the new subscriber.

After confirming that the subscriber has been created successfully, you can now automate your email marketing efforts using PAB Email Marketing.


5. Finalizing the Automation Workflow

After successfully creating the subscriber, you can finalize the automation workflow. This step is crucial as it ensures that every new lead from Facebook Lead Ads is automatically added as a subscriber in PAB Email Marketing.

To complete the workflow, review all settings and ensure that the trigger and actions are correctly set up. This will allow for seamless integration and automation of your email marketing efforts. With this setup, you can easily manage your leads and send them tailored updates.

Conclusion

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

Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.

If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.


By following these steps, you have successfully integrated Trigger with Automation Using Pabbly Connect, enabling you to automate your email marketing efforts effectively. This integration allows you to capture leads from Facebook and manage them efficiently in your email marketing campaigns.

How to Set Up Webhook Inside Tripetto Using Pabbly Connect

Learn how to set up a webhook inside Tripetto using Pabbly Connect to automate your form submissions. Follow our detailed step-by-step tutorial. 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. Introduction to Pabbly Connect and Tripetto

In this tutorial, we will explore how to set up a webhook inside Tripetto using Pabbly Connect. Tripetto is a user-friendly platform for creating dynamic forms, surveys, and quizzes. The integration with Pabbly Connect allows for seamless data transfer between Tripetto and other applications.

Using Pabbly Connect, you can automate repetitive tasks triggered by form submissions in Tripetto. This automation is essential for businesses looking to streamline their workflows and enhance efficiency.


2. Setting Up the Trigger in Pabbly Connect

To initiate the integration, first, log in to your Pabbly Connect account. Select Tripetto as your trigger application. In the trigger event dropdown, choose ‘New Form Response’. This event will activate the workflow whenever a new form is submitted in Tripetto.

  • Log in to Pabbly Connect.
  • Select Tripetto as the trigger application.
  • Choose ‘New Form Response’ as the trigger event.

After selecting the trigger event, you will receive a webhook URL. This URL is crucial as it will act as a bridge for data transfer from Tripetto to Pabbly Connect.


3. Configuring Tripetto with Pabbly Connect

Now, navigate to your Tripetto account and locate the form you want to connect. Go to the ‘Automate’ section and find the ‘Connections’ option. Here, you will see a field labeled ‘Custom Webhook’. Paste the webhook URL you copied from Pabbly Connect into this field.

Make sure to test the connection by clicking the ‘Send Test’ button. This step ensures that the integration is correctly set up and that data will flow smoothly from Tripetto to Pabbly Connect.

  • Access your desired form in Tripetto.
  • Go to the ‘Automate’ section and select ‘Connections’.
  • Paste the webhook URL into the ‘Custom Webhook’ field.

Once the test is successful, you can proceed to capture real responses. Click on the ‘Recapture Webhook Response’ button in Pabbly Connect to prepare for actual form submissions.


4. Capturing Form Submissions in Pabbly Connect

To test the integration, submit a form using the Tripetto interface. Fill in the required fields such as name, email, and phone number, and submit the form. This action will trigger the webhook, sending the data to Pabbly Connect.

After submitting the form, return to Pabbly Connect to view the captured response. You should see all the details you entered, confirming that the integration is functioning properly. The data will include fields such as Tripetto ID, submission date, and user details.

With the integration successful, any future submissions will automatically send data to Pabbly Connect, allowing you to utilize it further in your workflows, such as sending notifications or storing data in Google Sheets.


5. Automating Tasks with Pabbly Connect

Now that the connection is established, you can use Pabbly Connect to automate various tasks. For instance, you can set up actions to send automated messages via WhatsApp or add leads to your CRM, such as HubSpot or Salesforce.

To do this, simply add action steps in Pabbly Connect based on your requirements. You can choose from multiple applications to create a comprehensive workflow that enhances your business processes.

Select an action application (e.g., Google Sheets, HubSpot). Define the action event (e.g., Add Row, Send Message). Map the data fields from Tripetto to the action application.

This flexibility allows you to tailor your automation to fit your specific business needs, making Pabbly Connect an invaluable tool for enhancing productivity.


Conclusion

In this tutorial, we demonstrated how to set up a webhook inside Tripetto using Pabbly Connect. This integration allows for automated data transfer, making it easier to manage form submissions and streamline workflows. By following the steps outlined, you can efficiently connect Tripetto with various applications to enhance your business processes.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create Apollo.io Contact on Contact Form 7 Submission Using Pabbly Connect

Learn how to seamlessly integrate Apollo.io with Contact Form 7 using Pabbly Connect to automate contact creation on form submissions. 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 create an Apollo.io contact on Contact Form 7 submission, you need to use Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or signing up for a free account. This platform enables seamless integration between various applications, including Apollo.io and Contact Form 7.

Once logged in, you will be taken to the Pabbly Connect dashboard. Here, you can create workflows that automate tasks without any coding knowledge. Click on the ‘Create Workflow’ button to begin setting up your automation process.


2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, you need to create a new workflow. Name the workflow something descriptive, like ‘Create Apollo.io Contact on Contact Form 7 Submission’. This helps in identifying the workflow later. using Pabbly Connect

  • Click on ‘Create’ to initiate the workflow.
  • Select ‘Contact Form 7’ as the trigger application.
  • Choose ‘New Form Submission’ as the trigger event.

By selecting these options, you set up Pabbly Connect to listen for new submissions from your Contact Form 7 forms. Once set, Pabbly Connect will capture the details each time a form is submitted.


3. Configuring Contact Form 7 to Work with Pabbly Connect

Next, configure your Contact Form 7 to send data to Pabbly Connect. Open your WordPress dashboard, navigate to the Contact Form 7 plugin, and select the form you want to automate. You will need to enable webhooks for this integration to work. using Pabbly Connect

  • Go to the ‘Webhook’ tab in the form settings.
  • Paste the webhook URL provided by Pabbly Connect.
  • Ensure the ‘Send to Webhook’ checkbox is checked.

After saving these settings, your Contact Form 7 will send submission data to Pabbly Connect, allowing it to trigger the next steps in your workflow. This integration ensures that every inquiry is captured and can be processed automatically.


4. Setting Up Apollo.io to Receive Data

With your Contact Form 7 configured, the next step is to set Apollo.io as the action application in Pabbly Connect. Select Apollo.io from the list of applications and choose ‘Create Contact’ as the action event. This action will create a new contact in Apollo.io whenever a form submission occurs. using Pabbly Connect

To connect your Apollo.io account, you will need the API key. You can find this in your Apollo.io account settings. Copy the API key and paste it into Pabbly Connect when prompted. This connection allows Pabbly Connect to securely create contacts in your Apollo.io account based on the form submissions.


5. Testing the Integration to Ensure Functionality

After setting up the integration, it is essential to test it to ensure everything works correctly. Fill out your Contact Form 7 with dummy details and submit it. Pabbly Connect will capture this submission and create a new contact in Apollo.io. using Pabbly Connect

Check your Apollo.io account to confirm that the contact has been created successfully. This testing phase is crucial to ensure that your automation is functioning as intended. Once confirmed, your workflow will automatically handle future submissions, saving you time and effort.


Conclusion

Integrating Apollo.io with Contact Form 7 using Pabbly Connect streamlines your lead management process. By automating contact creation, you can efficiently follow up with potential clients and enhance your marketing efforts. This setup ensures that all inquiries are captured seamlessly, allowing for effective tracking and management.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.