Author: Rajpal Tomar

Learn how to automate the integration of Instamojo payment details into Notion using Pabbly Connect with this detailed tutorial. Perfect for online educators! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating the integration of Instamojo with Notion, first access Pabbly Connect. You can do this by visiting the Pabbly Connect website and signing in or creating a free account.

Once logged in, you will find options to create workflows. This is where you will set up the connection between Instamojo and Notion to automate the payment details entry.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it ‘Add Successful Instamojo Payment Details to Notion Automatically’. Select a relevant folder for better organization.

In this new workflow, you will define the trigger and action. The trigger will be a successful payment in Instamojo, and the action will be to create a new record in Notion. Here are the steps to follow:

• Click on ‘Create Workflow’.
• Enter the workflow name.
• Select the appropriate folder.

After setting this up, click on ‘Create’ to move to the next step of defining the trigger.

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3. Setting Up the Trigger with Instamojo

In this section, you will set up the trigger for your workflow using Pabbly Connect. Choose Instamojo as your trigger application and select the event ‘New Sale’. This means that every time a new payment is made, the workflow will be activated.

To capture the payment data, you will receive a webhook URL from Pabbly Connect. You need to insert this URL into your Instamojo account. Follow these steps:

• Copy the webhook URL provided by Pabbly Connect.
• Go to your Instamojo account and navigate to the smart page settings.
• Paste the webhook URL in the designated field and save the changes.

This setup ensures that every successful payment will trigger the workflow in Pabbly Connect, allowing you to automate the data entry into Notion.

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4. Setting Up the Action with Notion

Now that you have set up the trigger, it’s time to define the action in your workflow using Pabbly Connect. Choose Notion as your action application and select the action event ‘Create Database Item’. This action will add the payment details into your Notion database automatically.

To create a connection, you will need to authorize Pabbly Connect to access your Notion account. Select the database where you want to store the payment information, which in this case is the ‘PHP Programming Course Students Details’. You will map the data fields from the Instamojo trigger to the Notion database fields:

Map the student’s name, email, phone number, and transaction ID from the Instamojo response. Ensure that each field in Notion corresponds to the correct data from Instamojo. Click on ‘Save and Send Test Request’ to confirm the setup.

Once the test is successful, your workflow will be ready to automatically add payment details into Notion every time a sale is made on Instamojo.

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5. Finalizing the Setup

With the trigger and action set up in Pabbly Connect, you are now ready to finalize the integration process. Test the workflow by making a sample payment through your Instamojo smart page. Ensure that the payment details are captured correctly in your Notion database.

If everything works as expected, your automation is complete. You can now manage your student records efficiently without manual data entry. This integration allows you to focus more on teaching and less on administrative tasks.

In summary, using Pabbly Connect to integrate Instamojo with Notion automates the tedious process of recording payment details. This setup not only saves time but also reduces the chances of errors in data entry.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration of Instamojo payment details into Notion. By following the steps outlined, you can streamline your student record management effectively.

Learn how to seamlessly create or update GoHighLevel contacts with Contact Form 7 submissions using Pabbly Connect in this detailed step-by-step tutorial. 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

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Accessing Pabbly Connect for Integration

To create or update GoHighLevel contacts on Contact Form 7 submissions, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. Here, you will find options to sign in or sign up for free.

If you’re a new user, click on the ‘Sign Up for Free’ button to create an account, which takes just a couple of minutes. As a bonus, you’ll receive 100 free tasks each month to explore the features of Pabbly Connect and test various automations. Existing users can simply sign in to access their dashboard.

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Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you will be directed to the dashboard, where you can manage your workflows. To start, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow; name it ‘Create or Update GoHighLevel Contact on Contact Form 7 Submission’.

After naming your workflow, select a relevant folder for better organization. For this automation, choose the folder related to lead management. Once done, click on ‘Create’ to proceed to the next step where you will set up your trigger and action.

• Name your workflow appropriately.
• Select the relevant folder for organization.
• Click ‘Create’ to proceed.

Now you will see two main windows for trigger and action. The trigger is what initiates the workflow, while actions are the responses to that trigger. For this automation, select ‘Contact Form 7’ as the trigger application and set the trigger event to ‘New Form Submission’. This setup ensures that every time a form is submitted, the automation will be triggered.

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Setting Up Contact Form 7 for Pabbly Connect

To connect Contact Form 7 with Pabbly Connect, you will need a webhook URL provided by Pabbly. After selecting your trigger, you will receive a webhook URL. Next, navigate to your WordPress site where Contact Form 7 is installed.

In your WordPress dashboard, go to the Contact Form 7 settings and select the form you want to connect. Under the ‘Webhook’ section, check the box to integrate and paste the webhook URL you copied from Pabbly Connect. Finally, click ‘Save’ to establish the connection.

• Navigate to your WordPress dashboard.
• Select the desired Contact Form 7 form.
• Paste the webhook URL and click ‘Save’.

Once saved, return to Pabbly Connect, where it will show that it is waiting for a webhook response. To test this connection, submit the form on your website with sample data. This will allow you to check if the connection is working correctly.

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Connecting GoHighLevel CRM to Pabbly Connect

After successfully setting up Contact Form 7 with Pabbly Connect, the next step is to connect GoHighLevel CRM. For this, select ‘Lead Connector V2’ as your action application. The action event you want is ‘Create or Update a Contact’. This ensures that when a form is submitted, the contact details are either created or updated in GoHighLevel.

To establish this connection, click on ‘Connect’ and choose ‘Add New Connection’. You will need to log into your GoHighLevel account if you haven’t already. Select your agency and the specific sub-account to which you want to connect. Once the authorization is successful, you can proceed to map the fields from the previous step to create a new contact.

Select ‘Lead Connector V2’ for the action application. Choose ‘Create or Update a Contact’ as the action event. Log into your GoHighLevel account to establish the connection.

Now, map the fields such as first name, last name, email, and phone number from the response captured by Pabbly Connect. This mapping will ensure that every time the form is submitted, the correct data is sent to GoHighLevel CRM.

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Testing the Automation

To ensure that your integration is working correctly, you can run a test submission. Go back to the Contact Form 7 form and submit it with new sample data. Once submitted, check Pabbly Connect to see if the response has been captured correctly.

If everything is set up correctly, you should see the new contact added in your GoHighLevel CRM. This confirms that your automation is functioning as intended, allowing you to seamlessly create or update contacts with every form submission.

Submit the form with new sample data. Check Pabbly Connect for the captured response. Verify the new contact in your GoHighLevel CRM.

This complete integration allows for efficient lead management, ensuring that no potential client is missed. With Pabbly Connect, you can automate this process effortlessly without any coding skills.

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Conclusion

In summary, using Pabbly Connect to create or update GoHighLevel contacts on Contact Form 7 submissions streamlines lead management. This step-by-step tutorial shows how automation can save time and ensure accuracy in client data handling.

Learn how to integrate Cognito Forms with WhatsApp using Pabbly Connect for automated messaging. 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

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1. Overview of Pabbly Connect Integration with WhatsApp

Pabbly Connect serves as the central platform to automate the sending and receiving of WhatsApp messages based on Cognito Forms submissions. By connecting these applications, you can ensure instant communication with leads. This integration allows you to send thank you messages and receive lead details automatically. using Pabbly Connect

Using Pabbly Connect, you can set up workflows that trigger actions based on specific events. In this case, when a new form is submitted through Cognito Forms, Pabbly Connect captures this event and executes the defined actions, such as sending WhatsApp messages through AiSensy.

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2. Setting Up Pabbly Connect for Workflow Creation

To begin, access Pabbly Connect by visiting the homepage and signing in or creating a new account. Once logged in, you will be directed to the dashboard where you can create new workflows. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. using Pabbly Connect

When prompted, name your workflow something descriptive, such as ‘Send and Get WhatsApp Message on Cognito Forms Submission using AiSensy’. Select a folder to save your workflow for better organization. This is crucial for managing multiple workflows efficiently.

• Click on ‘Create’ to finalize the workflow setup.
• Define a trigger event to initiate the automation.
• Select your trigger application as Cognito Forms.

After creating your workflow, the next step involves defining the trigger, which will be a new entry from Cognito Forms. This sets the stage for Pabbly Connect to execute the actions you’ve defined.

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3. Connecting Cognito Forms to Pabbly Connect

In this step, you will connect your Cognito Forms account to Pabbly Connect. Within the workflow, select Cognito Forms as your trigger application and choose the event ‘New Entry’. This means that every time a new form is submitted, Pabbly Connect will capture this event. using Pabbly Connect

Once you select the trigger event, Pabbly Connect will generate a webhook URL. Copy this URL and head over to your Cognito Forms account. In the form settings, navigate to the ‘Build’ section and enable the option to post JSON data to a website. Paste the webhook URL in the designated field and save the changes.

• Turn on the option for posting JSON data.
• Enter the webhook URL and click ‘Save’.
• Publish your form to activate the integration.

After setting up the webhook, you can test the integration by submitting a dummy entry in your Cognito Form. Pabbly Connect will capture this entry, allowing you to proceed with setting up the WhatsApp messaging actions.

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4. Sending WhatsApp Messages Using AiSensy

With Pabbly Connect successfully capturing the form submission, the next step is to configure the action to send WhatsApp messages. Select ‘WhatsApp by AiSensy’ as the action application within your workflow. Choose the action event ‘Send Template Message’ to automate the messaging process. using Pabbly Connect

To establish the connection, you will need to enter your AiSensy API key. This can be obtained from your AiSensy account under the management section. After entering the API key in Pabbly Connect, you will be able to select the campaign name that corresponds to the message template you created.

Enter the campaign name for the template. Map the phone number and lead name dynamically to personalize the message. Click ‘Save and Send Test Request’ to verify the setup.

Once you have completed these steps, Pabbly Connect will send a WhatsApp message to the lead thanking them for their submission, ensuring they feel valued and acknowledged immediately.

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5. Receiving Lead Details via WhatsApp

In addition to sending a thank you message to the lead, you can also configure Pabbly Connect to send you a WhatsApp message containing the lead details. This ensures you stay informed about new inquiries in real-time. Again, select ‘WhatsApp by AiSensy’ as the action application and choose ‘Send Template Message’. using Pabbly Connect

Use the same API key and connection established earlier. This time, enter the campaign name for the lead alert message, which should include details such as name, email, phone number, city, and type of property. Map these variables dynamically to receive complete information about the lead.

Enter your phone number to receive the lead details. Map all relevant lead details dynamically in the template parameter field. Click ‘Save and Send Test Request’ to finalize the setup.

With this action configured, you will receive a WhatsApp message with all the necessary lead details every time a new form submission occurs, allowing you to follow up promptly and efficiently.

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Conclusion

In conclusion, this tutorial demonstrated how to use Pabbly Connect to automate WhatsApp messaging based on Cognito Forms submissions. By following the steps outlined, you can enhance your lead management process and ensure timely communication with your clients. Automating these interactions saves time and improves efficiency, allowing you to focus on growing your business.

Learn how to seamlessly integrate Instagram Lead Ads with Apollo.io using Pabbly Connect. Follow our step-by-step tutorial for effortless automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Instagram Lead Ads with Apollo.io, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect to reach its landing page.

Once on the landing page, you can either sign in if you are an existing user or sign up for free if you are new. After signing in, navigate to the dashboard where you can access various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect to begin your integration journey.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow to connect Instagram Lead Ads with Apollo.io using Pabbly Connect. Click on the blue button labeled ‘Create Workflow’ to initiate the process.

• Choose a relevant name for your workflow, such as ‘Instagram Lead Ads to Apollo.io Contacts’.
• Select the folder where you want to save this workflow.
• After naming your workflow, click on the ‘Create’ button to proceed.

Once the workflow is created, you will see the workflow window. This is where you will define the trigger and action for the automation. In Pabbly Connect, the trigger is the event that starts the workflow, while the action is what happens as a result.

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3. Setting Up Instagram Lead Ads as the Trigger

To set up your trigger, select ‘Instagram Lead Ads’ as the trigger application in Pabbly Connect. The trigger event should be set to ‘New Lead Instant’. This means that the workflow will start as soon as a new lead is generated through your Instagram Lead Ads.

Click on the ‘Connect’ button to establish a connection. If this is your first time connecting Instagram Lead Ads, you will need to add a new connection. Follow the prompts to authorize Pabbly Connect to access your Instagram account, ensuring that your Facebook page is linked to the Instagram account.

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4. Setting Up Apollo.io as the Action

After successfully setting up the trigger, the next step is to define the action. For the action application, select ‘Apollo.io’ in Pabbly Connect. The action event will be ‘Create Contact’, which allows you to create a new contact in Apollo.io for every new lead captured.

Click on ‘Connect’ to link your Apollo.io account. You will need to provide your API key, which you can obtain from your Apollo account settings. After entering the API key, click on the ‘Save’ button to finalize the connection.

• Ensure that you have selected the correct fields to map the lead information from Instagram to Apollo.io.
• Map the first name, last name, email, and other relevant details from the lead details captured.

This mapping ensures that every new lead from Instagram Lead Ads is accurately reflected in your Apollo.io account, allowing for efficient follow-up by your sales team.

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5. Testing the Workflow in Pabbly Connect

Once your workflow is set up, it’s crucial to test it to ensure everything works smoothly. Generate a test lead using the Instagram Lead Ads testing tool. After filling out the lead form with the necessary details, submit the form to trigger the workflow.

Check your Apollo.io account to verify that the new contact has been created with the details you entered in the test lead. You should see the contact listed with the same information, confirming that Pabbly Connect has successfully automated the process.

If everything looks good, you can now utilize this workflow to automatically create contacts in Apollo.io for every new lead generated through Instagram Lead Ads. This integration streamlines your lead management process and enhances your team’s efficiency.

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Conclusion

In this tutorial, we demonstrated how to integrate Instagram Lead Ads with Apollo.io using Pabbly Connect. By following these steps, you can automate lead generation and ensure seamless contact creation in your Apollo.io account.

This integration not only saves time but also enhances your sales team’s ability to follow up efficiently on new leads. Start leveraging the power of Pabbly Connect for your business automation needs today!

Learn how to automate the integration of Instagram Lead Ads with Google Sheets using Pabbly Connect in this detailed tutorial. 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

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1. Setting Up Pabbly Connect for Instagram Lead Ads

To integrate Instagram Lead Ads with Google Sheets, first, access Pabbly Connect. This platform allows you to seamlessly connect various applications, including Instagram and Google Sheets, for automation. Start by signing up or logging into your Pabbly Connect account.

Once logged in, navigate to the dashboard and select ‘Create Workflow.’ This is where you can initiate the integration process. Select Instagram Lead Ads as your trigger application, which will capture new leads as they come in.

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2. Connecting Instagram Lead Ads to Pabbly Connect

After selecting Instagram Lead Ads in Pabbly Connect, choose the trigger event as ‘New Lead Instant.’ This setup allows the platform to capture lead submissions immediately. Click on the blue ‘Connect’ button to establish a connection.

• Select ‘Add New Connection’ if you’re connecting Instagram for the first time.
• Choose your Facebook Page linked to your Instagram account.
• Authorize the connection by clicking ‘Continue’ when prompted.

After successful authorization, select the Facebook Page and the lead form you want to use. This step is crucial as it links your Instagram leads to the Pabbly Connect workflow.

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3. Testing the Integration with a Test Lead

To ensure the connection works, you need to create a test lead. Use the Meta Lead Ads testing tool to submit a lead through the selected form. This will help capture the webhook response in Pabbly Connect.

• Select the same Facebook Page and form as before.
• Fill out the lead details and submit the form.
• Return to Pabbly Connect to see if the test lead was captured.

If successful, you will see the test lead details in your Pabbly Connect workflow. This confirms that the trigger is set up correctly.

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4. Adding Leads to Google Sheets via Pabbly Connect

Next, set up the action step in Pabbly Connect to add the captured leads to Google Sheets. Select Google Sheets as your action application and choose the action event as ‘Add New Row.’ This will allow new leads to be automatically added to your spreadsheet.

Click on the ‘Connect’ button and sign in with your Google account to authorize Pabbly Connect. Once connected, select the spreadsheet where you want to store the leads. Map the fields from the Instagram lead to the corresponding columns in Google Sheets.

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5. Finalizing the Integration and Testing

After mapping the fields, click ‘Save and Send Test Request’ in Pabbly Connect. This action will send the lead data to your Google Sheets. Check your spreadsheet to confirm that the lead information has been added correctly.

With this setup, every time a new lead is generated through your Instagram Lead Ads, it will automatically populate in your Google Sheets. This automation streamlines the lead management process, making it more efficient.

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Conclusion

In this tutorial, we explored how to integrate Instagram Lead Ads with Google Sheets using Pabbly Connect. This integration allows for seamless lead management, ensuring that all your leads are organized and easily accessible in one place. Automating this process can significantly improve your business efficiency and lead follow-up capabilities.

Learn how to integrate Zoom with Webflow using Pabbly Connect for seamless registration automation. Follow our detailed tutorial for efficient setup. 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

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1. Accessing Pabbly Connect for Integration

To start integrating Zoom with Webflow, you first need to access Pabbly Connect. This platform allows seamless automation between different applications, making it perfect for our task.

Open your browser and search for Pabbly Connect. You will find options to sign in or sign up for free. If you don’t have an account, click on ‘Sign up for free’ to create one, which takes just a couple of minutes.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button. In the pop-up window, name your workflow according to your objective, such as ‘Add Zoom Meeting Registrant on Webflow Form Submission’.

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

After creating the workflow, you will see the trigger and action boxes. This is where you will set up the integration between Webflow and Zoom using Pabbly Connect.

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3. Setting Up the Trigger in Pabbly Connect

The first step is to set up your trigger in Pabbly Connect. Search for the Webflow application and select it. Choose the trigger event as ‘Form Submitted’. This means that the workflow will activate when a new form submission occurs in Webflow.

Next, you need to connect Webflow with Pabbly Connect. Click on ‘Connect’, and you will be prompted to enter an API token. To get this token, log into your Webflow account, navigate to the site settings, and generate a new API token under the ‘Apps and Integrations’ section.

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4. Setting Up the Action in Pabbly Connect

After successfully setting up the trigger, it’s time to set up the action. For this, search for the Zoom application within Pabbly Connect and select it. The action event you will choose is ‘Add Meeting Registrant’. This step ensures that the details from the Webflow form submission are used to register participants in Zoom.

Click on ‘Connect’ and follow the prompts to link your Zoom account with Pabbly Connect. You will need to select the specific meeting where you want to add the new registrants. This can be done by selecting from the list of your scheduled meetings in Zoom.

• Map the fields from your Webflow form to the corresponding fields in Zoom.
• Ensure that you include the email, first name, last name, and phone number of the registrant.

Once the fields are mapped, click on ‘Save and Send Test Request’. This will confirm that the integration works as intended.

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5. Verifying the Integration in Zoom

To verify that the integration between Pabbly Connect, Webflow, and Zoom is successful, go to your Zoom account. Open the meeting where you added the registrant. Navigate to the registration section to see if the new registrant appears there.

When you check the registrants list, you should see the details of the new registrant, including their name and email address. This confirms that the automation is working and that every new form submission through Webflow automatically adds a registrant to your Zoom meeting.

Using Pabbly Connect for this integration not only saves time but also reduces manual errors, ensuring a smooth experience for both you and your audience.

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Conclusion

This tutorial demonstrated how to integrate Zoom with Webflow using Pabbly Connect. By following these steps, you can automate the registration process for your Zoom meetings, enhancing efficiency and accuracy in your business operations.

Learn how to automate the creation and updating of Brevo contacts using Paperform submissions with Pabbly Connect in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create or update Brevo contacts on Paperform submission, you first need to access Pabbly Connect. This platform allows seamless integration between various applications without coding.

Begin by navigating to the Pabbly Connect homepage by typing the URL in your browser. You will see options to sign in or sign up for free. If you’re a new user, click on the ‘Sign Up for Free’ button to create your account and receive 100 free tasks every month.

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2. Creating a New Workflow in Pabbly Connect

Once signed in, you can create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ option and name your workflow, such as ‘Create or Update Brevo Contact on Paperform Submission’. Select an appropriate folder for organization.

• Name your workflow clearly to identify its function.
• Select a folder for better organization.

After naming and selecting the folder, click on the ‘Create’ button. You will be directed to a blank workflow screen where you can set up triggers and actions.

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3. Setting Up Trigger for Paperform Submissions

In this section, you will set up the trigger in Pabbly Connect to capture new Paperform submissions. Select ‘Paperform’ as your trigger application and choose the event ‘New Form Submission’.

Pabbly Connect will generate a webhook URL that you need to copy. This URL will act as a bridge for transferring data from Paperform to Brevo via Pabbly Connect. Next, go to your Paperform account, select the specific form you want to connect, and navigate to the integrations section.

• Paste the copied webhook URL in the designated field.
• Set the trigger for new submissions.

Once you have set this up, you will see Pabbly Connect waiting for a webhook response. This indicates that the connection is ready for testing.

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4. Testing Paperform Submission with Pabbly Connect

After setting up the trigger, it’s time to test the connection by submitting a sample form. Fill in the required fields such as first name, last name, email, phone number, and city on your Paperform contact form.

Once you submit the form, return to Pabbly Connect. You should see that the form submission details have been captured successfully, confirming that the trigger is functioning as expected.

Ensure all fields are correctly filled before submission. Check for captured data in Pabbly Connect.

This step verifies that your Paperform submissions are being correctly sent to Pabbly Connect.

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5. Creating or Updating Brevo Contacts

In this final step, you will set up the action in Pabbly Connect to create or update contacts in Brevo. Select ‘Brevo’ as the action application and choose the action event ‘Create or Update Contact’.

To establish this connection, you will need your Brevo domain and API key. Navigate to your Brevo account to obtain these credentials. Enter them in Pabbly Connect to create the connection.

Map the email address field from the previous response to ensure the contact is created or updated accurately. Select the email list where the contact should be added.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’. If successful, you will see the contact added in Brevo, confirming that your integration is complete.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the process of creating or updating Brevo contacts upon Paperform submissions. By following these steps, you can streamline your lead management effectively.

Learn how to integrate Paperform and Zendesk using Pabbly Connect to automate user creation on form submissions. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. This platform allows you to automate the workflow between Paperform and Zendesk efficiently. Begin by opening your web browser and searching for Pabbly Connect.

Once on the Pabbly Connect landing page, you will see options to sign up or sign in. If you don’t have an account, click on the ‘Sign Up for Free’ button. This process takes just a couple of minutes, and you will receive 100 free tasks each month. If you are an existing user, simply log in to access your dashboard.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A pop-up window will appear where you can name your workflow. Name it something descriptive, like ‘Create Zendesk User on Paperform Submission.’ Select the folder where you want to save this workflow.

• Click on ‘Create’ to proceed to the main workflow setup.
• You will see two boxes labeled ‘Trigger’ and ‘Action’.
• The ‘Trigger’ is the event that starts the workflow, while ‘Action’ is what happens as a result.

In this case, the trigger will be a new form submission from Paperform. Select Paperform as your trigger application and choose ‘New Form Submission’ as the trigger event. This setup is crucial for ensuring that every new submission will initiate the process of creating a user in Zendesk.

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3. Connecting Paperform to Pabbly Connect

To connect Paperform with Pabbly Connect, you need to generate a webhook URL. This URL acts as a bridge between the two applications. Copy the webhook URL provided in Pabbly Connect.

• Open your Paperform account and navigate to the form you want to connect.
• Click on ‘Edit’ for your contact form, then go to ‘After Submission’ settings.
• Select ‘Integrations’ and then ‘Webhooks’.

Add a new webhook and paste the copied URL into the designated field. Make sure to select ‘New Submission’ as the trigger option before saving your changes. This step will ensure that each time a form is submitted, the data is sent to Pabbly Connect.

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4. Setting Up Zendesk Integration in Pabbly Connect

Now that Paperform is connected to Pabbly Connect, you need to set up the action to create a user in Zendesk. In the action application box, search for Zendesk and select it. Choose ‘Create User’ as your action event.

To establish this connection, you will need your Zendesk username, API token, and subdomain. Enter your Zendesk username followed by ‘/token’. For the subdomain, you can find this in your Zendesk URL. Copy it and paste it into Pabbly Connect. For the API token, navigate to your Zendesk account settings, create a new API token, and copy it back to Pabbly Connect.

After entering all required details, click ‘Save’. This action will allow Pabbly Connect to create a new user in your Zendesk account based on the data received from Paperform submissions.

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5. Testing and Verifying the Integration

With everything set up, it’s time to test the integration. Go back to your Paperform account and fill out the contact form with test data. Use names like Michael Caris and an email address such as [email protected].

Submit the form and return to Pabbly Connect. You should see the response from the new form submission. This response will include all the details you filled out, confirming that the data was successfully captured.

Finally, check your Zendesk account under the customers section. You should see the new user, Michael Caris, created automatically based on your Paperform submission. This confirms that the integration between Paperform and Zendesk through Pabbly Connect is functioning correctly.

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Conclusion

By following these steps, you can effectively use Pabbly Connect to automate the process of creating Zendesk users from Paperform submissions. This integration enhances your customer support capabilities significantly, allowing you to manage inquiries more efficiently.

Learn how to automate the creation of Flowlu contacts from Cognito Forms submissions using Pabbly Connect in this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Cognito Forms Integration

In this tutorial, we will explore how Pabbly Connect can automate the process of creating Flowlu contacts from Cognito Forms submissions. Using this integration, you can streamline your lead management without any coding skills.

First, you will need to create a free account on Pabbly Connect. Once you are logged in, you can set up workflows that connect Cognito Forms with Flowlu, ensuring that every submission is captured as a new contact in your CRM.

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2. Setting Up Pabbly Connect to Capture Cognito Forms Submissions

To begin, navigate to the Pabbly Connect dashboard after logging in. Here, you will create a new workflow specifically for capturing submissions from Cognito Forms.

• Click on ‘Create Workflow’.
• Name your workflow (e.g., ‘Create Flowlu Contact on Cognito Form Submission’).
• Select a folder for organization.

After creating the workflow, you will need to set Cognito Forms as the trigger application. Select ‘New Entry’ as the trigger event to capture submissions effectively. This step ensures that every time a form is submitted, Pabbly Connect will trigger the workflow.

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3. Configuring Cognito Forms for Pabbly Connect Integration

Next, you need to configure your Cognito Forms to send submission data to Pabbly Connect. This involves adding a webhook URL provided by Pabbly Connect into your Cognito Forms settings.

To do this, go to the ‘Build’ section of your form, and toggle on the option to post JSON data to a website. Paste the webhook URL you copied from Pabbly Connect into the designated field. Save your changes to finalize the integration.

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4. Testing the Integration Between Cognito Forms and Flowlu

After configuring Cognito Forms, it’s time to test the integration. You will need to submit a test entry through your Cognito Forms to ensure that the data is captured correctly by Pabbly Connect.

• Fill out the test form with dummy data.
• Submit the form.
• Check Pabbly Connect for the captured response.

Upon successful submission, you should see the response data in Pabbly Connect. This confirms that the integration is functioning as expected and that the lead details are being captured.

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5. Creating a Flowlu Contact from Cognito Forms Submission

With the test submission successful, the final step is to set up the action in Pabbly Connect to create a contact in Flowlu. Select Flowlu as your action application and choose the ‘Create CRM Account’ action event.

Connect to your Flowlu account by entering your API key and account URL, which you can find in your Flowlu profile settings. Map the fields from the Cognito Forms submission to the appropriate fields in Flowlu, such as first name, last name, email, and service description.

Finally, save and send the test request to ensure that the contact is created in Flowlu. Check your Flowlu account to confirm that the new contact appears successfully, indicating that the integration is complete.

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Conclusion

In this tutorial, we explored how to automate the creation of Flowlu contacts from Cognito Forms submissions using Pabbly Connect. This integration streamlines your lead management process, making it efficient and hassle-free.

Learn how to create a subscriber in Pabbly Email Marketing using Stripe payments. Follow this detailed tutorial to automate your subscriber management with Pabbly Email Marketing.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Email Marketing for Stripe Integration

To create a subscriber in Pabbly Email Marketing using Stripe payments, start by accessing your Pabbly account. If you are a new user, you can sign up for free and enjoy 100 tasks monthly. Existing users can simply log in to their Pabbly account.

Once logged in, navigate to the Pabbly Email Marketing dashboard. Here, you will manage your subscribers and create lists. To set up the integration, you will need to utilize Pabbly Connect to automate the subscriber addition process whenever a payment is made via Stripe.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect to connect Stripe and Pabbly Email Marketing. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Subscriber in Pabbly Email Marketing on Stripe Payment.’ Select a folder for organization.

• Name your workflow appropriately.
• Select a folder to save your workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action.’ Set Stripe as the trigger application by selecting ‘New Charge’ as the trigger event. This setup ensures that every time a payment is made, a subscriber will be created in Pabbly Email Marketing.

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3. Connecting Stripe with Pabbly Connect

Now that you have set up the trigger, the next step is to connect Stripe with Pabbly Connect. A webhook URL will be generated, which acts as a bridge between the two applications. Copy this URL and go to your Stripe dashboard.

In the Stripe dashboard, navigate to the ‘Developers’ section and select ‘Webhooks.’ Here, click on ‘Add Endpoint.’ You will need to paste the copied webhook URL and select the event ‘Charge Succeeded’ to ensure that the workflow triggers correctly when a payment is successful.

• Select the latest API version.
• Paste the webhook URL.
• Click ‘Create Endpoint’ to finalize the connection.

After creating the endpoint, return to Pabbly Connect. It will indicate that it is waiting for a response from Stripe. Make a test payment to verify that the connection is working correctly.

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4. Adding a Subscriber to Pabbly Email Marketing

Once the Stripe connection is verified, it’s time to set up the action in your workflow. Set Pabbly Email Marketing as your action application, and choose the ‘Add Subscriber’ action event. If you don’t have an existing connection, create a new one by entering your API token from Pabbly Email Marketing.

After establishing the connection, you will need to configure the subscriber details. Use the mapping feature to dynamically pull in data from the Stripe payment response. This ensures that every new subscriber is added with their email and name automatically.

Select the appropriate subscriber list in Pabbly Email Marketing. Map the email and name fields from the Stripe response. Click ‘Save and Send Test Request’ to check if the subscriber is added successfully.

After completing these steps, check your Pabbly Email Marketing dashboard to confirm that the new subscriber has been added correctly. This automation ensures that every payment made through Stripe results in a new subscriber being added seamlessly.

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5. Testing the Integration Process

To finalize your setup, it’s crucial to test the entire integration process. Perform a test payment using different dummy details to ensure that the system works as expected. This step will confirm that every payment triggers the subscriber addition in Pabbly Email Marketing.

After making the test payment, return to the Pabbly Email Marketing dashboard and refresh the page. You should see the new subscriber listed under the appropriate email list. If everything is configured correctly, the subscriber should appear immediately after the payment.

In summary, this integration between Stripe and Pabbly Email Marketing via Pabbly Connect automates the process of subscriber management effectively. By following these steps, you can ensure that each payment on your platform results in a new subscriber, enhancing your marketing efforts.

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Conclusion

In this tutorial, we demonstrated how to create a subscriber in Pabbly Email Marketing using Stripe payments through Pabbly Connect. This integration automates subscriber management, ensuring efficiency and accuracy in your email marketing efforts.