Author: Rajpal Tomar

Learn how to automate invoice creation in Wave from Elementor form submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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

---

1. Accessing Pabbly Connect for Integration

To automate the invoice creation process, you need to access Pabbly Connect. This platform allows you to integrate different applications seamlessly, including Elementor and Wave. Start 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 enjoy 100 free tasks every month.

Once logged in, you will see the dashboard. Here, you can create a new workflow to connect Elementor with Wave. Click on the ‘Create Workflow’ button located at the top right corner. This will prompt you to name your workflow and select a folder for organization.

---

2. Creating a Workflow in Pabbly Connect

After naming your workflow as ‘Create Wave Invoice on Elementor Form Submission’, you will set up the trigger and action steps. The trigger is the event that starts your automation, while the action is what happens as a result. For this integration, select Elementor as the trigger application and choose ‘New Form Submission’ as the trigger event.

• Select Elementor as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL to connect Elementor to Pabbly Connect.

Once the trigger is set up, you will need to paste the webhook URL into the Elementor form settings under the ‘Actions After Submit’ section. This step ensures that every time a form submission occurs, the data is sent to Pabbly Connect.

---

3. Testing the Integration with Elementor

With the webhook URL connected, it’s time to test the integration. Fill out the Elementor form with sample customer data and submit it. After submission, check your Pabbly Connect workflow to see if the response has been captured. This verifies that the connection between Elementor and Pabbly Connect is active and functioning properly.

To perform the test, enter details like first name, last name, email, and product information. Once submitted, you should see a successful response in Pabbly Connect, confirming that it has received the data from Elementor.

---

4. Creating an Invoice in Wave via Pabbly Connect

Now that the data is captured, the next step is to create an invoice in Wave. In your Pabbly Connect workflow, add an action step and select Wave as the application. Choose ‘Create Invoice’ as the action event. This action will use the data captured from the Elementor form to generate an invoice.

• Select Wave as the action application.
• Choose ‘Create Invoice’ as the action event.
• Map the customer details and product information to the invoice fields.

Fill in the required fields such as customer ID, product description, item price, and quantity. Once all details are mapped correctly, click on the ‘Save and Send Test Request’ button. This will create the invoice in your Wave account using the information from the Elementor form through Pabbly Connect.

---

5. Finalizing the Automation Process

After successfully creating the invoice, you can finalize your automation setup. Ensure that you have added conditions to check if the customer already exists in Wave. If not, you can set up another action to create a new customer in Wave before generating the invoice.

To do this, use the router feature in Pabbly Connect to create conditional paths based on whether the customer exists or not. This will ensure that your automation handles both existing and new customers appropriately, streamlining your invoicing process.

By following these steps, you can automate the entire process of generating invoices in Wave from form submissions in Elementor, saving time and reducing manual effort.

---

Conclusion

This tutorial illustrates how to effectively use Pabbly Connect to automate invoice creation in Wave from Elementor form submissions. By integrating these applications, you can streamline your workflow and enhance efficiency.

Learn how to automate the creation of Google Calendar events from Salesforce tasks using Pabbly Connect. This step-by-step guide covers all necessary integrations and actions.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To start using Pabbly Connect, first navigate to the Pabbly Connect website. Once there, sign in to your account. If you are a new user, you can sign up for free and get started with 100 free tasks each month.

After signing in, you will see the Pabbly apps window. Click on Pabbly Connect to access the dashboard where you can create your automation workflows.

---

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that integrates Salesforce with Google Calendar using Pabbly Connect. Click on the top right corner button labeled ‘Create Workflow’. A dialog box will appear asking for the workflow name and folder selection.

• Name your workflow: ‘Create Google Calendar Event from Salesforce Task’.
• Select a folder from the left side of the screen.

Once you have named your workflow and selected a folder, click the ‘Create’ button to finalize the workflow setup. This creates a new workflow where you will set up triggers and actions between Salesforce and Google Calendar.

---

3. Setting Up the Trigger with Salesforce

The next step involves setting up the trigger in Pabbly Connect. Select Salesforce as your trigger application and choose ‘New Task’ as the trigger event. Click on the ‘Connect’ button to establish a connection with your Salesforce account.

A window will prompt you to either add a new connection or select an existing one. Click on ‘Connect with Salesforce’ and grant the necessary permissions. After that, click on ‘Save and Send Test Request’ to capture the last created task in Salesforce.

Once the task is created in Salesforce, you will see a positive response in Pabbly Connect. This confirms that Salesforce is now connected, and the trigger setup is complete. Remember, Salesforce pulls data every 10 minutes, which can be adjusted if needed.

---

4. Setting Up the Action with Google Calendar

Now that the trigger is set, it’s time to configure the action in Pabbly Connect. Select Google Calendar as the action application and choose ‘Create an Event’ as the action event. Click on the ‘Connect’ button to link your Google Calendar account.

After connecting, select the calendar you want to use for the events. You will need to map data from the Salesforce task to the Google Calendar event. This includes:

• Mapping the title from the task subject.
• Mapping the description from the task details.
• Setting the start and end date/time based on the task’s created date and due date.

Once data is mapped, click on ‘Save and Send Test Request’. If successful, you will see the event created in your Google Calendar, confirming that the integration works seamlessly.

---

5. Conclusion

In this tutorial, we demonstrated how to automate the creation of Google Calendar events from Salesforce tasks using Pabbly Connect. This integration enhances project management by ensuring that all tasks are reflected in your calendar, keeping your team aligned and informed.

By following these steps, you can leverage the power of Pabbly Connect to streamline your workflows and improve efficiency in your business operations.

Learn how to integrate Trigger with Michael Caris Using Pabbly Connect for seamless automation. Follow our detailed tutorial for step-by-step guidance. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

---

Setting Up Trigger for Google Forms

The first step in our integration involves setting up the Trigger application with Google Forms. This is crucial as it allows us to capture new signups automatically. To begin, navigate to your P Connect dashboard and create a new workflow by clicking on the ‘Create Workflow’ button.

In this step, you will need to name your workflow, such as ‘Enroll Michael Caris User on Google Form Submission.’ Select the appropriate folder for your workflow and click on ‘Create’ to proceed. This will bring you to a window where you can set up the trigger and action for your workflow.

---

Connecting Google Forms Using WB URL

To connect Google Forms with P Connect, you’ll need to set your trigger. Start by selecting Google Forms as your trigger application and choose the event ‘New Response Received.’ This event will initiate the workflow every time a new form is submitted.

Next, you will need to copy the WB URL provided in P Connect. This URL acts as a bridge between Google Forms and P Connect. Open your Google Form and navigate to the connected spreadsheet where responses are recorded. You will then set up the P Connect V Books extension to link your Google Sheets with P Connect.

• Open Google Sheets and go to Extensions.
• Click on P Connect V Books and select Initial Setup.
• Paste your WB URL and set the trigger column to your final data column.

After completing these steps, your Google Form will be successfully connected with P Connect, allowing for automatic data transfer upon new submissions.

---

Setting Up Action with Tag Mango

Now that we have established the trigger, it’s time to set up the action using Tag Mango. In your P Connect workflow, search for Tag Mango as your action application. The action event will be ‘Create User,’ which allows you to enroll new users based on the data received from Google Forms.

To connect Tag Mango with P Connect, you will need to provide your API key. This can be found in your Tag Mango account under the Automation section. Copy the API key and paste it into the required field in P Connect to establish the connection.

• Log into your Tag Mango account and navigate to the Automation section.
• Find the API key under Platform Integrations.
• Paste the API key back into P Connect and save the changes.

This setup ensures that every new submission from your Google Form will create a corresponding user in your Tag Mango account.

---

Mapping User Data for Enrollment

In this section, we will focus on mapping the user data from Google Forms to Tag Mango. This is essential for ensuring that the correct information is transferred. Start by mapping the fields from the Google Forms response to the corresponding fields in Tag Mango. using Pabbly Connect

For instance, you will map the user’s name, email, and phone number. If the phone number includes a country code, you may need to format it. P Connect offers a Text Formatter tool to help with this. You can use it to split the phone number and retain only the desired segment.

Select the Text Formatter by P Connect. Choose the action event ‘Split Text’ and map the user’s phone number. Define the separator and segment index to extract the phone number correctly.

After mapping all necessary fields, you will finalize the setup and ensure that every new Google Form submission triggers the enrollment process in Tag Mango with the correct data.

---

Testing the Integration

To ensure everything is working correctly, it’s essential to test your integration. Start by submitting a new entry in your Google Form. For example, enter the name ‘Michael Caris’ and provide the corresponding email and phone number. using Pabbly Connect

After submitting the form, check your Google Sheets to confirm that the response has been recorded. Subsequently, visit P Connect to see if the new user has been enrolled in Tag Mango. The integration should automatically reflect the new user in your Tag Mango account.

Repeat this process with different names, like ‘John Doe,’ to further validate the automation. Each submission should seamlessly create a new user in Tag Mango, demonstrating the success of your integration.

---

Conclusion

This tutorial on integrating Trigger with Michael Caris Using Pabbly Connect has provided a detailed step-by-step guide. You have successfully set up triggers, connected applications, and mapped user data for seamless automation. This integration streamlines the enrollment process and enhances efficiency in managing new signups.

Learn how to create or update Brevo contacts on Paperform submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration. 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

---

1. Accessing Pabbly Connect for Integration

To start integrating Brevo with Paperform, first access Pabbly Connect by typing ‘Pabbly.com/connect’ in your browser. This platform will enable the automation of your workflow.

Once on the homepage, choose to either sign in or sign up for free. If you’re a new user, signing up will grant you 100 free tasks every month to explore the features of Pabbly Connect.

---

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where your automation will begin.

• Provide a name for your workflow, such as ‘Create or Update Brevo Contact on Paperform Submission’.
• Select a folder for your workflow to keep your automations organized.
• Click on ‘Create’ to set up your new workflow.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is what initiates the workflow, while the Action is what happens as a result. In this case, you will set Paperform as the Trigger and Brevo as the Action within Pabbly Connect.

---

3. Setting Up the Trigger with Paperform

To configure the Trigger, select Paperform as the application from the dropdown menu in Pabbly Connect. Then, choose the event ‘New Form Submission’ as your trigger event. This tells Pabbly Connect to monitor for submissions on your Paperform.

Upon selecting the trigger event, you will receive a webhook URL. This URL is essential as it allows Paperform to send data to Pabbly Connect. Copy this URL and head to your Paperform account to set up the integration.

• Select the specific form you want to connect.
• Go to the Integrations section and select Webhooks.
• Add a new webhook and paste the copied URL.

Once the webhook is set up, you can test the integration by submitting a test entry through your Paperform. This will send a response back to Pabbly Connect, confirming that the connection is live.

---

4. Configuring the Action to Update Brevo Contacts

After ensuring that your trigger is functioning, it’s time to set up the action in Pabbly Connect. Select Brevo as your action application and choose the action event ‘Create or Update Contact’. This will allow you to either create a new contact or update an existing one based on the information submitted through Paperform.

To connect Brevo with Pabbly Connect, you will need to provide your Brevo domain and API key. You can find these details in your Brevo account under the SMTP and API settings.

Copy your Brevo domain from the URL. Generate a new API key in Brevo and paste it into Pabbly Connect.

Once the connection is established, map the fields from your Paperform submission to Brevo, ensuring that the email address and other contact details are accurately reflected.

---

5. Testing the Integration and Finalizing

With the action configured, it’s crucial to test the integration to ensure everything works as intended. Submit another test entry through your Paperform, and check Brevo to see if the contact was created or updated successfully.

In Pabbly Connect, you will receive a response indicating the success of the action. If successful, you will see the new contact in your Brevo contact list. This confirms that your automation is functioning correctly.

Now, every time a new lead submits the Paperform, their details will automatically be added or updated in Brevo, streamlining your lead management process.

---

Conclusion

In this tutorial, we demonstrated how to create or update Brevo contacts automatically using Paperform submissions through Pabbly Connect. This integration not only saves time but also enhances your lead management efficiency. By following these steps, you can easily set up similar automations for your business.

Learn how to automate lead management by integrating Google Forms with InCharge using Pabbly Connect. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect to Set Up Automation

To begin the integration process, you first need to access Pabbly Connect. This platform enables seamless automation between applications like Google Forms and InCharge. Start by signing in to your Pabbly Connect account. If you are a new user, you can sign up for free and get started with 100 free tasks each month.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button located at the top right corner. This is where you will set up your automation process for capturing leads from Google Forms into InCharge.

---

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button and name your workflow something descriptive, such as ‘Create or Update InCharge Person on Google Form Submission.’ Select a folder where you want to save this workflow.

• Name your workflow appropriately.
• Choose a specific folder for organization.
• Click on the ‘Create’ button to finalize your workflow setup.

With the workflow created, you will see two sections: Trigger and Action. The Trigger section is where you define what event will start the automation. In this case, you will select Google Forms as your trigger application.

---

3. Setting Up Google Forms as the Trigger

In the Trigger section, select Google Forms as the trigger application. Choose the event ‘New Response Received’ to capture submissions from your Google Form. Pabbly Connect will provide you with a unique webhook URL to connect your Google Form to the automation.

Next, copy the webhook URL provided by Pabbly Connect and go to your Google Form. In the Responses tab, select the option to link your form to a Google Sheet. This will automatically create a new spreadsheet where all responses will be recorded. After creating the spreadsheet, you will need to set up the Pabbly Connect Webhook add-on to facilitate the connection.

• Install the Pabbly Connect Webhook add-on from Google Workspace Marketplace.
• Open the add-on and paste the webhook URL in the setup window.
• Set the trigger column to the final data column in your spreadsheet.

Once everything is set up, you can test the connection by submitting a response in your Google Form. This will trigger the webhook and allow Pabbly Connect to capture the response data.

---

4. Adding InCharge as the Action Step

After setting up Google Forms as the trigger, you will now set up the action step. In this case, the action application will be InCharge. Select ‘Add or Update Person’ as the action event. This step is crucial because it allows you to automatically add leads captured from Google Forms into your InCharge account.

Click on the ‘Connect’ button to authorize the connection between Pabbly Connect and InCharge. You will be prompted to allow Pabbly Connect access to your InCharge account. Once authorized, you will start mapping the fields from the Google Form response to the InCharge fields.

Map the email, first name, last name, and company name from the Google Form. Specify the lead source as ‘Google Form Submission’ for tracking. Complete the mapping for any additional required fields.

After completing the mapping, click on the ‘Save and Test Request’ button. This will send a test request to InCharge to ensure that the integration works correctly. If successful, you will see the new lead appear in your InCharge account.

---

5. Conclusion: Automating Lead Management with Pabbly Connect

In this tutorial, we outlined how to automate the process of adding leads from Google Forms to InCharge using Pabbly Connect. By setting up a trigger for new responses in Google Forms and an action to add or update persons in InCharge, you can streamline your lead management process.

This automation saves you time and ensures that your leads are promptly added to your marketing workflows. With Pabbly Connect, you can create efficient integrations not only with Google Forms and InCharge but also with numerous other applications, enhancing your overall productivity.

Learn how to automate adding Zoom meeting registrants as subscribers in Zoho Campaign 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

---

1. Setting Up Pabbly Connect for Zoom and Zoho Integration

To begin, access Pabbly Connect and create an account if you haven’t already. This platform allows you to automate tasks between applications effortlessly. Start by navigating to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Zoom to Zoho Campaign.’ After naming, choose the appropriate folder within your Pabbly Connect account and hit ‘Create’. This sets the stage for your integration.

---

2. Configuring the Zoom Trigger in Pabbly Connect

In the workflow, you will find two windows: the trigger and action windows. Begin with the trigger window by selecting Zoom as your application. Choose the trigger event as ‘New Meeting Registration’ to initiate the process when someone registers for your meeting.

• Select Zoom from the application list.
• Choose the trigger event as ‘New Meeting Registration’.
• Click on connect and add a new connection.

To connect your Zoom account, you will need to enter an app secret token. This token can be obtained by creating an app in the Zoom App Marketplace. Follow the instructions provided in the Pabbly Connect help documentation to generate the token and complete the connection.

---

3. Setting Up the Zoho Campaign Action

Once the Zoom trigger is configured, navigate to the action window. Here, select Zoho Campaign as the application and choose the action event as ‘Add or Update Subscriber’. This step ensures that the registrant is added to your Zoho Campaign subscriber list. using Pabbly Connect

Click on connect and add a new connection to your Zoho Campaign account. Enter your Zoho domain when prompted. After connecting, select the specific list where you want to add the new subscriber.

• Choose your Zoho Campaign account and select the subscriber list.
• Map the email and other details from the Zoom registration data.
• Save and send a test request to verify the connection.

After mapping all necessary fields, click on ‘Save and Send Test Request’. This action will send the registrant’s details to Zoho Campaign, confirming the integration is successful.

---

4. Testing the Integration Workflow

With both the Zoom trigger and Zoho action set up, it’s time to test the integration. Go back to your Zoom account and register for a meeting using a test email. This step will trigger the workflow in Pabbly Connect.

After registering, return to Pabbly Connect and check if the test request has received the registration details. If successful, you will see the registrant’s information in the workflow.

Register for a meeting on Zoom with test details. Verify that the information appears in Pabbly Connect. Check Zoho Campaign for the new subscriber.

Once you confirm that the details are captured successfully, you can proceed to finalize your automation workflow. This test ensures that every new registrant from Zoom is automatically added to Zoho Campaign.

---

5. Conclusion

In this tutorial, we explored how to integrate Zoom with Zoho Campaign using Pabbly Connect. By following these steps, you can automate the process of adding meeting registrants as subscribers seamlessly. This integration not only saves time but also enhances your marketing efforts.

Utilizing Pabbly Connect for such automations can greatly improve efficiency and accuracy in managing your contacts. Start using this powerful tool today to streamline your workflows.

---

Learn how to automate adding Indiamart leads to Salesforce using Pabbly Connect. Step-by-step tutorial to streamline your modular kitchen business leads management. 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

---

Accessing Pabbly Connect for Integration

To integrate Indiamart leads into Salesforce, you first need to access Pabbly Connect. This platform allows you to automate the process of transferring leads from Indiamart to Salesforce, saving you valuable time.

Start by visiting the Pabbly Connect website. If you’re a new user, you can sign up for free and receive 100 tasks monthly. Existing users should sign in to their accounts. Once logged in, navigate to the Pabbly Connect dashboard to begin creating your workflow.

---

Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. This allows you to set up the automation process between Indiamart and Salesforce.

When prompted, name your workflow something descriptive, like ‘Indiamart Leads to Salesforce Integration’. Select a folder to organize your workflows, then click the ‘Create’ button to establish your workflow. This will open the workflow editor where you can set up triggers and actions.

• Name your workflow appropriately for easy identification.
• Select a specific folder to save your workflow.

Once the workflow is created, you will see two sections: Trigger and Action. The Trigger is what initiates the workflow, while the Action is what happens as a result.

---

Setting Up the Trigger in Pabbly Connect

For the trigger application, select Indiamart from the list of available applications in Pabbly Connect. The specific event you want to trigger the workflow is ‘New Lead’. This means whenever a new lead is generated in your Indiamart account, it will trigger the workflow.

Next, you will need to connect your Indiamart account to Pabbly Connect. Copy the provided webhook URL from the Pabbly Connect interface, and log in to your Indiamart account. Navigate to the Lead Manager section and select ‘Import/Export Leads’ followed by ‘Push API’.

• Access the Lead Manager in Indiamart to set up the webhook.
• Paste the copied webhook URL into the appropriate field.
• Save the details to establish the connection.

Once the connection is established, go back to Pabbly Connect and generate a test lead to ensure the integration is working correctly.

---

Setting Up the Action in Pabbly Connect

After confirming that the trigger is set up correctly, it’s time to set the action. For the action application, select Salesforce and the action event as ‘Create Contact’. This will allow you to add new leads from Indiamart directly into your Salesforce account.

Click the ‘Connect’ button to link your Salesforce account with Pabbly Connect. Authorize the connection by allowing Pabbly Connect to access your Salesforce data. Once connected, you will be prompted to map the fields from the Indiamart lead to the Salesforce contact fields.

Map the lead’s first name and last name to the corresponding fields in Salesforce. Ensure to fill in all required fields such as email and phone number. Use the mapping feature to pull data from the previous step.

After mapping all necessary fields, click the ‘Save and Send Test Request’ button to finalize the setup. This will create a new contact in Salesforce based on the test lead you generated earlier.

---

Verifying Integration Success

To verify the successful integration, open your Salesforce account and navigate to the Contacts page. Refresh the page to see if the new contact created from the test lead appears. If everything is set up correctly, you should see the lead’s details reflected in Salesforce.

This integration means that every time a new lead is generated in your Indiamart account, it will automatically be added as a contact in Salesforce through Pabbly Connect, streamlining your lead management process.

With this setup, you can focus more on engaging with your leads rather than manually entering data. This automation saves time and reduces errors, enhancing your overall efficiency in managing leads.

---

Conclusion

In this tutorial, we explored how to integrate Indiamart leads with Salesforce using Pabbly Connect. By automating this process, you can efficiently manage your leads and enhance your business operations. This integration allows for seamless data transfer, ensuring you never miss a potential client.

Learn how to automate WhatsApp messages for IndiaMART inquiries using Pabbly Connect. Follow this detailed tutorial to streamline your foreign language course business. 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 Integration

To begin the integration process, first access Pabbly Connect. This platform serves as the central hub for automating workflows between applications like IndiaMART and WhatsApp. Start by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for free and receive 100 free tasks each month.

Once logged in, navigate to the Pabbly Connect dashboard where you can create workflows. Click on the ‘Create Workflow’ button located at the top right corner. This will allow you to set up a new automation process.

---

2. Creating a Workflow in Pabbly Connect

In this section, you’ll create a workflow that automates sending WhatsApp messages for inquiries received through IndiaMART. After clicking ‘Create Workflow’, a dialog box will prompt you for a workflow name and folder selection. Name your workflow something descriptive, such as ‘Send WhatsApp Message to IndiaMART Leads’. using Pabbly Connect

• Enter a descriptive name for your workflow.
• Select a folder to save your workflow, for example, ‘IndiaM Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two sections labeled ‘Trigger’ and ‘Action’. The trigger will initiate the workflow, and the action will define what happens when the trigger occurs. In this case, the trigger will be set to IndiaMART.

---

3. Setting Up the Trigger with IndiaMART

Now, you will set up the trigger in your Pabbly Connect workflow. Click on the ‘Trigger’ section and select IndiaMART as the application. For the trigger event, choose ‘New Lead’. This means that every time a new lead is generated in your IndiaMART account, it will trigger the automation. using Pabbly Connect

Pabbly Connect will provide you with a webhook URL. Copy this URL, as you will need it to connect to your IndiaMART account. Log into your IndiaMART account, navigate to the Lead Manager section, and select the Push API option.

• Select ‘Other’ as the source when prompted.
• Paste the webhook URL from Pabbly Connect into the appropriate field.
• Click ‘Save’ to establish the connection.

Once saved, return to Pabbly Connect to confirm that it is waiting for a webhook response, indicating that the integration is successfully set up.

---

4. Generating a Test Lead

To ensure that the integration works correctly, generate a test lead in your IndiaMART account. Search for a dummy product you have created, and click on the ‘Contact Supplier’ button. Fill in the required details, including a message inquiring about language courses. using Pabbly Connect

After submitting the inquiry, return to your Pabbly Connect workflow. Here, you should see that the response from the test lead has been captured, including details like the lead’s name, phone number, and the inquiry message. This confirms that Pabbly Connect is successfully receiving data from IndiaMART.

---

5. Setting Up the Action to Send WhatsApp Messages

Next, you will set up the action step in your workflow to send WhatsApp messages using the WhatsApp Cloud API. Select WhatsApp Cloud API as the action application and choose ‘Send Template Message’ as the action event. Click on the ‘Connect’ button to establish a connection. using Pabbly Connect

Fill in the required fields, including the token, phone number ID, and WhatsApp business account ID from your WhatsApp Cloud API setup. After connecting, select the message template you created for responding to leads. Map the recipient’s mobile number and lead’s name from the previous response to personalize the message.

Finally, click on the ‘Save and Test Request’ button. If successful, you will receive a WhatsApp message confirming that the automation is working. This completes the integration process, allowing you to automate responses to inquiries from IndiaMART using Pabbly Connect.

---

Conclusion

This tutorial demonstrated how to integrate WhatsApp with IndiaMART using Pabbly Connect. By automating responses to inquiries, you can enhance communication with potential customers and improve your business efficiency. Use Pabbly Connect to streamline your workflows and save valuable time in your operations.

Learn how to seamlessly integrate Zoom with Active Campaign using Pabbly Connect to automate contact management for your webinars and meetings. 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 using Pabbly Connect, first, open your browser and navigate to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button, which allows you to create an account in just two minutes, giving you access to 100 free tasks each month.

Once you have an account, sign in to access the dashboard. Here, you can create a new workflow that will facilitate the integration between Zoom and Active Campaign. Click on the ‘Create Workflow’ button to get started.

---

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to automate adding or updating contacts in Active Campaign from Zoom meeting registrants. After clicking on ‘Create Workflow’, name your workflow to reflect its purpose, such as ‘Add or Update Active Campaign Contact from Zoom Meeting Registrant’. using Pabbly Connect

• Select the appropriate folder where you want to save the workflow.
• Click ‘Create’ to proceed to the workflow setup page.

On this page, you will see two boxes for ‘Trigger’ and ‘Action’. The trigger will initiate the workflow when a new registrant is added in Zoom, and the action will dictate what happens next in Active Campaign.

---

3. Setting Up the Zoom Trigger in Pabbly Connect

To set the trigger, search for Zoom in the trigger application box and select it. You will need to specify the trigger event; for this integration, select ‘New Registrant’.

Next, click on ‘Connect’ to establish the connection between Zoom and Pabbly Connect. You will need to create a new connection by providing a token from your Zoom account. Follow the instructions to generate this token by creating a new app in the Zoom App Marketplace.

• Log into your Zoom account and navigate to the Admin section, then to the App Marketplace.
• Select ‘Develop’ and then ‘Build App’ to create a new app.
• Choose ‘JWT’ as the app type and fill in the required details, including the redirect URL from Pabbly Connect.

Once you have created the app, copy the generated token and paste it into the Pabbly Connect setup to link Zoom and Pabbly Connect successfully.

---

4. Configuring Active Campaign Action in Pabbly Connect

After successfully setting up the Zoom trigger, it’s time to configure the action application, which will be Active Campaign. Search for Active Campaign in the action application box and select it.

Choose the action event as ‘Create or Update Contact’. You will need to connect Active Campaign with Pabbly Connect by entering your Active Campaign API key and URL. To obtain this information, log into your Active Campaign account and navigate to the ‘Settings’ section, then to ‘Developer’.

Copy the API URL and key from the Developer settings. Paste the API URL and key into the respective fields in Pabbly Connect.

Once connected, you can map the registrant’s details from Zoom to the corresponding fields in Active Campaign, ensuring that every new registration updates or adds a contact in your contact list.

---

5. Testing the Integration Between Zoom and Active Campaign

Now that the workflow is set up, it’s essential to test the integration. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will wait for a response from Zoom.

To generate a response, create a new registrant in your Zoom meeting registration form. Once you fill out the form with dummy data and submit it, the information will be sent to Pabbly Connect.

Check Pabbly Connect for the response confirming the new registrant’s details. Verify that the contact has been created or updated in Active Campaign.

If everything is set up correctly, you will see the new contact in your Active Campaign account, confirming that the integration works flawlessly. This automation will save you time and ensure your contact list is always current.

---

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to seamlessly integrate Zoom with Active Campaign. By automating the process of adding or updating contacts from Zoom meeting registrants, you can enhance your customer relationship management efficiently. This integration not only saves time but also improves your engagement with potential leads.

Learn how to integrate URL with Flex Using Pabbly Connect in this detailed tutorial. Automate your processes effortlessly with this guide. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

---

Setting Up Integration Between URL and Flex

To begin the integration process, we will focus on the URL and Flex applications. The objective is to automate the enrollment of Tag Mango users whenever a purchase is made in Flex. This integration will eliminate the need for manual user addition and streamline the process significantly. using Pabbly Connect

First, navigate to the Pabbly Connect dashboard by entering the URL in your browser. Once there, you will either sign in or create a new account. After logging in, click on the ‘Create Workflow’ button to start setting up your automation.

---

Configuring Webhook in Flex for URL Integration

In this section, we will configure the webhook in Flex to capture purchase events. The webhook will act as a bridge between Flex and Pabbly Connect, allowing us to automate the process of adding users to Tag Mango. using Pabbly Connect

Follow these steps to set up the webhook:

• Select the product you want to connect in your Flex account.
• Navigate to the ‘Set Rules’ option for that product.
• Choose to use a webhook and paste the URL provided by Pabbly Connect.

After setting up the webhook, perform a test purchase in Flex to ensure the integration captures the response correctly. This step is crucial for validating the connection.

---

Creating Action in Tag Mango for User Enrollment

Once the webhook is set and tested, the next step involves creating an action in Tag Mango. This action will enroll users automatically based on the purchase data captured from Flex. The integration will use the API to communicate between the applications. using Pabbly Connect

To set up the action, follow these steps:

• Select Tag Mango as the action application in Pabbly Connect.
• Choose the ‘Create User’ action event.
• Enter the API key from your Tag Mango account to establish the connection.

After entering the API key, map the data fields from the Flex purchase response to the corresponding fields in Tag Mango. This mapping ensures that the correct user information is transferred during the enrollment process.

---

Testing and Confirming the Integration

To finalize the integration, it is essential to test the entire workflow. This step will confirm that the automation works as intended and that users are added to Tag Mango upon purchase in Flex. using Pabbly Connect

Perform a test purchase again in Flex after setting up the action in Tag Mango. Check your Tag Mango account to see if the new user is added successfully. Ensure that all details, such as name and email, are accurately recorded.

Once you verify that the integration is functioning correctly, you can automate this process for future purchases. This integration between URL, Flex, and Tag Mango using Pabbly Connect significantly streamlines user management for online educators.

---

Conclusion

In conclusion, integrating URL with Flex Using Pabbly Connect allows for seamless automation in enrolling Tag Mango users. This guide provides a clear step-by-step process to set up the integration, ensuring efficiency and accuracy in user management.