Author: Rajpal Tomar

Learn how to automate adding Zoom meeting registrants to InCharge using Pabbly Connect. Follow this step-by-step 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 begin this integration process, first, access Pabbly Connect. This platform serves as the central hub for connecting various applications, including Zoom and InCharge. Start by signing into your Pabbly Connect account or create a new account if you’re a first-time user.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will automate the process of adding Zoom meeting registrants to your InCharge account. Selecting the right applications is essential for effective integration.

---

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect that links Zoom and InCharge. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. A dialog box will appear for you to name your workflow and select a folder.

• Name the workflow as ‘Create or Update InCharge Person from Zoom Meeting Registrant’.
• Select the folder where you want to save this workflow, for example, ‘Zoom Automations’.

After naming and selecting the folder, click on the ‘Create’ button. This action will set up the initial structure for your automation, consisting of a trigger and an action step.

---

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select Zoom as your trigger application and choose the trigger event as ‘New Meeting Registrant’. This event will activate the workflow whenever someone registers for your Zoom meeting.

To connect Zoom with Pabbly Connect, click the ‘Connect’ button. You will be prompted to add a new connection or choose an existing one. If creating a new connection, follow the instructions to obtain the necessary token from your Zoom account.

• Log into your Zoom account and navigate to the App Marketplace.
• Select ‘Develop’ and then ‘Build App’ to create a new application.
• Fill in the required details and set the redirect URL as provided by Pabbly Connect.

Once the token is generated, paste it back into the Pabbly Connect interface to complete the trigger setup.

---

4. Setting Up the Action in Pabbly Connect

After configuring the trigger, the next step is to set up the action in Pabbly Connect. Choose InCharge as the action application and select the action event as ‘Add or Update Person’. This action will ensure that every new registrant from Zoom is added as a person in your InCharge account.

Click on the ‘Connect’ button to establish a connection with InCharge. Authorize Pabbly Connect to access your InCharge account. Once authorized, you will need to map the data fields from the Zoom registration to the corresponding fields in InCharge.

Map the email, first name, and last name from the Zoom registration data. Set the lead source as ‘Zoom Meeting Registrant’.

After mapping the necessary fields, save your settings and test the action to ensure that the integration works correctly.

---

5. Testing the Integration in Pabbly Connect

With the workflow configured, it’s time to test the integration using Pabbly Connect. Perform a test registration on Zoom by filling out the registration form for your webinar. Once submitted, check if the registrant is added to your InCharge account.

To verify, refresh your InCharge account page and look for the new registrant. If the integration is successful, you will see the registrant’s details populated correctly. This confirms that the automation between Zoom and InCharge via Pabbly Connect is functioning as intended.

Repeat the test with different registrants to ensure reliability. This seamless integration saves time and effort by automating the manual entry of registrant data into InCharge.

---

Conclusion

In conclusion, using Pabbly Connect to integrate Zoom with InCharge streamlines the process of managing webinar registrations. This automation not only saves time but also ensures accurate data handling between platforms, enhancing your efficiency.

Learn how to automatically add Zoom meeting registrants as Salesforce leads using Pabbly Connect. Step-by-step guide for seamless integration. 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 Integration

To automatically add Zoom meeting registrants as Salesforce leads, you first need to access Pabbly Connect. Start by opening your browser and navigating to the Pabbly Connect website. If you don’t have an account, simply click on the ‘Sign Up for Free’ button to create one.

Once registered, log in to your account. From the dashboard, select the option to create a new workflow. This is where you will set up the automation between Zoom and Salesforce. You will need to name your workflow, something like ‘Add Zoom Registrants as Salesforce Leads’. After that, click on the ‘Create’ button to proceed.

---

2. Configuring the Trigger in Pabbly Connect

In this step, you will set up the trigger event in Pabbly Connect. The trigger is essential as it initiates the workflow. Click on the trigger application and select ‘Zoom’ as your trigger app. Then, choose the ‘Configure Webhook’ event to capture new meeting registrations.

• Select ‘Zoom’ as the trigger application.
• Choose ‘Configure Webhook’ as the trigger event.
• Connect Zoom with Pabbly Connect using the generated token.

After selecting the appropriate options, proceed to connect Zoom with Pabbly Connect by creating a new connection. Follow the instructions provided to generate a token from your Zoom account. This token is crucial for establishing the link between Zoom and Pabbly Connect.

---

3. Creating a Zoom App for Integration

Next, you will need to create a new app in Zoom’s Marketplace to facilitate the integration. This app will allow Pabbly Connect to receive registration details. Navigate to the Zoom Marketplace, click on ‘Develop’, and then select ‘Build App’. Choose the appropriate app type and name it, for example, ‘Pabbly Connect’.

Fill out the necessary details for your app, including the redirect URL provided by Pabbly Connect. This enables Zoom to send registration data directly to Pabbly Connect. After completing the app setup, click on ‘Continue’ to generate your secret token.

Once you have the token, return to Pabbly Connect to finalize the connection. Paste the token into the required field and save the connection. This step is crucial to ensure that Zoom can communicate with Pabbly Connect effectively.

---

4. Setting Up the Action in Pabbly Connect

With the trigger configured, it’s time to set up the action that will occur in Salesforce. In this step, select Salesforce as your action application in Pabbly Connect. Choose the ‘Create Lead’ action event to automatically add Zoom registrants as leads in Salesforce.

• Select ‘Salesforce’ as the action application.
• Choose ‘Create Lead’ as the action event.
• Connect Salesforce with Pabbly Connect by allowing access.

After connecting Salesforce, map the fields from the Zoom registration data to the corresponding fields in Salesforce. This ensures that each lead is created with the correct details, such as name and email. Once mapped, click on ‘Save’ to finalize the action setup.

---

5. Testing the Integration

Now that you have set up both the trigger and action, it’s time to test the integration using Pabbly Connect. Create a test registration in Zoom to see if the details are correctly sent to Salesforce. Go to your Zoom meeting and fill out the registration form with test data.

After submitting the registration, return to Pabbly Connect to check the response. If successful, you will see the registration details reflected in the Pabbly Connect dashboard. This confirms that the integration is functioning as intended.

Check Salesforce to ensure that the lead has been created with the correct information. This entire process allows you to automatically add Zoom meeting registrants as Salesforce leads, streamlining your workflow and improving efficiency.

---

Conclusion

Using Pabbly Connect, you can effectively automate the process of adding Zoom meeting registrants as Salesforce leads. This integration enhances your ability to manage leads and follow up efficiently, ultimately improving your business operations.

Learn how to enhance your Salesforce CRM with Pabbly Connect through top 5 automations, integrating WhatsApp, Stripe, and more. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To start integrating Salesforce with various applications, accessing Pabbly Connect is essential. Open your browser and navigate to the Pabbly Connect landing page. You will see options to sign in or sign up for free, allowing you to explore its features.

As an existing user, click on the ‘Sign In’ button. Once signed in, you will be directed to the dashboard where you can view and manage your workflows. From here, you can create new automations that enhance your Salesforce CRM.

---

2. Integrating Salesforce with WhatsApp Using Pabbly Connect

Integrating Salesforce with WhatsApp through Pabbly Connect allows you to send automated messages to leads. This process begins when a new lead is captured in Salesforce. Pabbly Connect will facilitate the automation by sending WhatsApp messages to nurture these leads.

• Connect Salesforce as the trigger application.
• Select WhatsApp Cloud API as the action application.
• Choose the template for the automated message.

With these steps, every time a new lead is added to Salesforce, an automated WhatsApp message will be sent, enhancing communication and lead nurturing.

---

3. Creating Contacts in Salesforce from Stripe Payments

Another powerful automation involves creating a contact in Salesforce whenever a new payment is captured through Stripe. This integration is made possible by Pabbly Connect, which captures the payment details and creates a new contact seamlessly.

To set this up, follow these steps:

• Select Stripe as the trigger application.
• Choose ‘New Charge’ as the trigger event.
• Capture customer details and create a new contact in Salesforce.

This automation ensures that all customer interactions are logged in Salesforce, enhancing your customer management capabilities.

---

4. Creating Salesforce Leads from Elementor Form Submissions

Using Pabbly Connect, you can also create a lead in Salesforce directly from submissions made through Elementor forms on your website. This automation captures potential client inquiries and logs them in Salesforce for follow-up.

To implement this, follow these steps:

Set Elementor as the trigger application. Select ‘New Form Submission’ as the trigger event. Create a lead in Salesforce using the captured details.

This integration streamlines the process of managing inquiries and ensures that your sales team has immediate access to potential leads.

---

5. Adding Facebook Lead Ads to Salesforce with Pabbly Connect

Integrating Facebook Lead Ads with Salesforce using Pabbly Connect allows you to automatically create new contacts from your Facebook ads. This automation saves time and ensures that no leads are missed.

To set up this integration, follow these steps:

Choose Facebook Lead Ads as the trigger application. Select the specific lead gen form you are using. Create a new contact in Salesforce with the captured lead details.

This automation ensures your sales team is always updated with the latest leads generated from your Facebook campaigns.

---

Conclusion

In conclusion, leveraging Pabbly Connect for integrating Salesforce with various applications like WhatsApp, Stripe, and Elementor enhances your business efficiency. These automations streamline processes, ensuring better management of leads and customer interactions.

Learn how to automate user enrollment from Google Sheets to Riggy using Pabbly Connect with this 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. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, open your web browser and navigate to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign up for free’ button, which only takes a couple of minutes to set up. By signing up, you will get 100 free tasks every month.

After signing up, log in to your account and head to the dashboard. Here, you will see various applications that Pabbly offers. Click on the ‘Access Now’ button under Pabbly Connect to begin creating your workflow.

---

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, your first step is to create a new workflow. Click on the ‘Create Workflow’ button, which opens a dialog box for naming your workflow. Name it something descriptive, like ‘Enroll Riggy User from New Google Sheets Row’ and select the folder where you want to save it.

• Click ‘Create’ to proceed to the workflow setup.
• You will see two boxes: Trigger and Action.
• Set up your trigger first, which will initiate the workflow.

In the trigger box, search for Google Sheets and select it. For the trigger event, choose ‘New or Updated Spreadsheet Row’. This setup ensures that every time a new user detail is added to your Google Sheets, it will trigger the workflow to enroll that user automatically.

---

3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will need to use the VAB URL provided by Pabbly. Copy this URL as it acts as a bridge between Google Sheets and Pabbly Connect. Now, open your Google Sheets and navigate to the specific spreadsheet you are using for user enrollment.

Go to the ‘Extensions’ menu, look for the Pabbly Connect VAB Books extension, and select ‘Initial Setup’. Paste the VAB URL you copied earlier into the designated field. Next, specify the trigger column, which is the last data entry column in your sheet, usually Column C. This column will trigger the workflow whenever data is added.

• Click ‘Send Test’ to ensure the setup works correctly.
• After successful testing, click ‘Submit’ to finalize the setup.

After submitting, enable the ‘Send on Event’ option in the Pabbly Connect VAB Books extension to ensure that every new row added will automatically send data to Pabbly Connect.

---

4. Setting Up the Action in Pabbly Connect

Now that Google Sheets is connected to Pabbly Connect, it’s time to set up the action. In the action box, search for Riggy and select it. For the action event, choose ‘Import User’. This action will enroll the user in your course using the data received from Google Sheets.

Connect Riggy with Pabbly Connect by clicking on ‘Add New Connection’. You will need a token from your Riggy account to establish this connection. Log into Riggy, go to the Integrations section, and enable the Pabbly Connect option to retrieve your token.

Copy the token and return to Pabbly Connect. Paste the token into the connection setup and click ‘Save’.

With the connection established, map the user details from Google Sheets to the corresponding fields in Riggy, ensuring that each new user is enrolled automatically when added to the Google Sheet.

---

5. Testing Your Integration with Pabbly Connect

To test your integration, add a new row in your Google Sheets with user details, such as name, email, and phone number. Once you add this information, Pabbly Connect will automatically trigger the workflow and enroll the user in Riggy.

Check your Riggy account under User Management to verify that the new user has been successfully added. By using Pabbly Connect, you can streamline the enrollment process, ensuring no new signups are missed.

Whenever you add a new user to Google Sheets, the automation will work seamlessly, enrolling them into your course without manual intervention. This approach not only saves time but also enhances efficiency in managing user registrations.

---

Conclusion

This tutorial demonstrated how to integrate Google Sheets with Riggy using Pabbly Connect for automated user enrollment. By following these steps, you can efficiently manage user registrations and streamline your online training platform.

Learn how to automate adding new Kit subscriber details to Google Sheets using 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

---

1. Accessing Pabbly Connect for Integration

To start integrating Kit with Google Sheets, access Pabbly Connect by visiting its official website. As an existing user, sign in to your account. New users can sign up for free and get 100 tasks every month, making it easy to begin automating processes.

Once logged in, you will see the Pabbly Connect dashboard. Click on the ‘Access Now’ button for Pabbly Connect. You will then be ready to create a workflow that connects Kit and Google Sheets, streamlining your subscriber management process.

---

2. Creating a Workflow in Pabbly Connect

With Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button in the top right corner. A dialog box will appear asking for the workflow name and folder selection. Name your workflow ‘Add New Kit Subscriber Details in Google Sheets’ and select the appropriate folder, such as ‘Google Sheets Automations.’

• Workflow Name: Add New Kit Subscriber Details in Google Sheets
• Folder: Google Sheets Automations

After naming your workflow and selecting a folder, click the ‘Create’ button. This will set up the workflow with two main components: Trigger and Action, which are crucial for the automation process.

---

3. Setting Up the Trigger in Pabbly Connect

The trigger in Pabbly Connect is essential for capturing new subscriber details from Kit. Select ‘Kit’ as your trigger application and set the trigger event to ‘New Subscriber.’ This ensures that whenever a new subscriber is added to your Kit account, Pabbly Connect will capture this event automatically.

Click on the ‘Connect’ button and choose to add a new connection. You will need to input your API key and API secret from your Kit account. To find these, log into your Kit account, go to the settings, and navigate to the Developer section to copy your API credentials.

---

4. Setting Up the Action in Pabbly Connect

After setting up the trigger, the next step is to define the action that will occur in Google Sheets. In Pabbly Connect, choose ‘Google Sheets’ as your action application and select the action event as ‘Add New Row.’ This will allow you to create a new record in your Google Sheets every time a new subscriber is added in Kit.

Click on ‘Connect’ and authorize Pabbly Connect to access your Google Sheets account. Select the spreadsheet where you want to add subscriber details, ensuring that you map the necessary fields such as Subscriber ID, First Name, Last Name, Email, Phone Number, and Status from the previous trigger response.

• Spreadsheet: New Subscribers Details
• Sheet: Sheet1

Map the data correctly to ensure accurate records. After mapping, click on ‘Save and Send Test Request’ to verify the integration. If successful, check your Google Sheets to confirm that the new subscriber’s details have been added.

---

5. Testing the Integration with Pabbly Connect

To test the integration, go back to your Kit account and add a new subscriber using the form you previously created. Fill in the required details like First Name, Last Name, Email, and Phone Number, and submit the form. This action should trigger the workflow you set up in Pabbly Connect.

After submitting the form, check your Google Sheets to see if the subscriber’s information appears. If everything is configured correctly, you will see the new subscriber’s details, confirming that the integration between Kit and Google Sheets is functioning smoothly.

This automation saves time and reduces errors in managing subscriber information, allowing you to focus on your fitness studio operations while Pabbly Connect handles the data entry.

---

Conclusion

In this tutorial, we explored how to integrate Kit with Google Sheets using Pabbly Connect. This automation streamlines the process of adding new subscriber details, ensuring accurate and up-to-date information in your records. By following these steps, you can enhance your business operations efficiently.

Learn how to automate the process of adding India M leads to Salesforce 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. Accessing Pabbly Connect for Integration

To start integrating India M leads into Salesforce, the first step is to access Pabbly Connect. This platform allows you to automate tasks seamlessly, making it easier to manage leads without manual input.

Visit the Pabbly Connect homepage by navigating to the URL. Here, you can either sign in if you are an existing user or sign up for free to explore the features. Once logged in, you will arrive at the dashboard of Pabbly Connect, ready to create your workflow.

---

2. Creating a Workflow in Pabbly Connect

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

• Name the workflow as ‘Add India M Leads to Salesforce’.
• Select a folder for organization purposes.
• Click on the ‘Create’ button to finalize your workflow setup.

Your workflow is now created, and you can see the options for setting up triggers and actions. This is where Pabbly Connect shines, allowing you to automate the lead capture process effectively.

---

3. Setting Up the Trigger in Pabbly Connect

Next, you need to set up the trigger for your workflow in Pabbly Connect. Select ‘India M’ as the trigger application since you will receive new leads from this platform.

• Choose the trigger event as ‘New Leads’.
• Copy the webhook URL provided by Pabbly Connect.
• Log in to your India M account and navigate to the Lead Manager.

Here, you will paste the webhook URL into the designated field for API integration. This connection enables Pabbly Connect to automatically capture leads from India M, streamlining your workflow.

---

4. Configuring Action in Salesforce via Pabbly Connect

Now that the trigger is set up, it’s time to configure the action in Salesforce using Pabbly Connect. Select Salesforce as your action application and choose the action event as ‘Create a Lead’.

To connect Salesforce with Pabbly Connect, click on the ‘Connect’ button. You will be prompted to authorize access to your Salesforce account. Once authorized, you can proceed to map the data from the trigger to the fields in Salesforce.

Map the lead’s name, email, and phone number from the trigger response. Set the lead source and status accordingly. Click on ‘Save and Send Test Request’ to finalize the setup.

After saving, you should see a successful response indicating that a new lead has been created in Salesforce, confirming that Pabbly Connect has effectively facilitated the integration.

---

5. Testing the Integration and Finalizing

The final step is to test the integration to ensure everything is working smoothly. You can do this by generating a test lead in India M and observing if it appears in Salesforce through Pabbly Connect.

Once you generate a test lead, check the Pabbly Connect dashboard to see if the webhook response is received successfully. If everything is set up correctly, your test lead will show up in Salesforce, confirming that the integration is functioning as intended.

Verify the details of the test lead in Salesforce. Make adjustments to the mapping if necessary. Once confirmed, your automation is complete.

This testing phase is crucial as it validates the entire automation setup using Pabbly Connect, ensuring that your leads are captured and managed efficiently.

---

Conclusion

In this tutorial, we explored how to automate the process of adding India M leads to Salesforce using Pabbly Connect. By following these steps, you can streamline your lead management and enhance your business efficiency.

Learn how to integrate India M leads into Google Sheets using Pabbly Connect in this step-by-step tutorial. Streamline your lead management process today! 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, you need to access Pabbly Connect. Start by searching for ‘Pabbly Connect’ in your browser and open the landing page. Here, you will find options to sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to get started with 100 tasks free every month.

As an existing user, click on ‘Sign in’. After logging in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to enter your dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button.

---

2. Creating a Workflow in Pabbly Connect

Once you are in the dashboard of Pabbly Connect, you need to create a workflow for integrating India M leads with Google Sheets. You will be prompted to name your workflow and choose a folder to save it. For this example, name the workflow ‘How to Add India M Leads to Google Sheets’ and save it in the ‘Automations’ folder.

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

After selecting the trigger, Pabbly Connect will generate a webhook URL. This URL will be used to connect your India M account with the workflow. Copy this URL for later use.

---

3. Setting Up India M for Webhook

To set up your India M account, log into your account and navigate to the Lead Manager section. Here, you will find an option to import or export leads. Click on the three dots and select ‘Push API’ to set up the webhook.

• Select ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied webhook URL in the designated field.

After pasting the URL, click on ‘Save Details’. You will be prompted to enter a reason for shifting leads. Select a reason and click on ‘Click to Generate OTP’. After entering the OTP, click on ‘Submit’. This completes the setup of India M with Pabbly Connect.

---

4. Adding Google Sheets as Action Application

Now that you have set up the trigger with India M, it’s time to add Google Sheets as the action application in your Pabbly Connect workflow. Search for ‘Google Sheets’ and select it as your action application.

Choose the action event as ‘Add New Row’. Click on ‘Connect’ to link your Google Sheets account. Authorize Pabbly Connect to access your Google Sheets.

Once connected, select the spreadsheet where you want to add new leads. Choose the sheet and map the columns with the lead details received from India M. This mapping ensures that each new lead is correctly added to your Google Sheets.

---

5. Testing and Activating Your Workflow

After mapping the fields, it’s essential to test your workflow in Pabbly Connect. Click on ‘Save and Send Test Request’ to ensure that the integration works correctly. If successful, you will see a confirmation message.

Check your Google Sheets to verify that the new lead details have been added correctly. Once confirmed, you can activate your workflow. This means that every time a new lead is received from India M, it will automatically be added to your Google Sheets without any manual intervention.

This automation significantly streamlines your lead management process, allowing your sales team to follow up quickly and efficiently. With Pabbly Connect, you can relax knowing that your leads are being tracked automatically.

---

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate India M leads into Google Sheets. By following these steps, you can automate your lead management process and ensure timely follow-ups with potential clients. Streamline your workflow with Pabbly Connect today!

Learn how to integrate India Mart leads into Google Sheets using Pabbly Connect in this detailed step-by-step tutorial. Automate your lead management efficiently! 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 start integrating India Mart leads into Google Sheets, you first need to access Pabbly Connect. Navigate to the homepage of Pabbly Connect by entering the URL in your browser. Here, you will find options to sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up Free’ option to create an account, which gives you access to 300 tasks each month. Existing users can simply sign in to access their dashboard. Once logged in, you will see the Pabbly Connect dashboard, where you can create workflows to automate your tasks.

---

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 located at the top right corner of the dashboard. In the dialog box that appears, you will need to name your workflow. For this integration, name it ‘Add India Mart Leads to Google Sheets for Wedding Catering Services’.

• Select a folder for your workflow, such as ‘Automations’.
• You can create multiple folders to organize your workflows as needed.

Once you have named your workflow and selected a folder, click on the ‘Create’ button to proceed. This will take you to the workflow setup page where you can define the trigger and action for your automation.

---

3. Setting Up the Trigger with India Mart

In this step, you will set up the trigger using Pabbly Connect to capture new leads from India Mart. Select ‘India Mart’ as your trigger application and choose the trigger event as ‘New Leads’. This means that whenever a new lead is received through India Mart, the automation will be triggered.

After selecting the trigger event, you will be provided with a webhook URL. Copy this URL as it will be used to connect your India Mart account with Pabbly Connect. Now, log in to your India Mart account and navigate to the ‘Lead Manager’ section. Click on ‘Import/Export Leads’ and select ‘Push API’ to set up the integration.

• Select the source as ‘Other’ in the dropdown menu.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied webhook URL in the ‘Webhook Listener URL’ field.

After entering these details, click on ‘Save Details’ to establish the connection. You will be prompted to generate an OTP for verification, which you need to enter to finalize the setup.

---

4. Configuring Google Sheets as the Action Application

Once you have set up the trigger with India Mart, the next step is to configure Google Sheets as the action application in Pabbly Connect. Select ‘Google Sheets’ as your action application and choose the action event as ‘Add a New Row’. This will ensure that every new lead from India Mart is automatically added to your Google Sheets.

To connect Google Sheets with Pabbly Connect, click on ‘Connect’ and select ‘New Connection’. You will be prompted to sign in with your Google account. After signing in, grant the necessary permissions to allow Pabbly Connect to access your Google Sheets.

Select the spreadsheet you created for India Mart leads. Choose the specific sheet within the spreadsheet where the leads will be added.

Next, you will need to map the fields from the trigger data to the appropriate columns in your Google Sheets. This includes mapping the lead’s name, email, phone number, and inquiry message.

---

5. Testing and Activating Your Workflow

The final step involves testing your workflow to ensure everything is working correctly. In Pabbly Connect, you will see an option to test the webhook response. Click on this option to generate a test lead in your India Mart account, which will send a test response to your workflow.

After generating a test lead, check the response in Pabbly Connect. If the test is successful, you will see the details of the test lead displayed. This confirms that your integration is functioning as intended. Once confirmed, you can activate your workflow, and from now on, any new leads from India Mart will be automatically added to your Google Sheets.

With this integration, you can streamline your lead management process effectively, reducing manual effort and ensuring that all inquiries are organized in one place.

---

Conclusion

In this tutorial, we demonstrated how to integrate India Mart leads into Google Sheets using Pabbly Connect. By following the step-by-step process, you can automate lead management efficiently, ensuring no inquiry is missed and all data is organized seamlessly.

Learn how to automate Google Form submissions to ActiveCampaign using Pabbly Connect in this detailed tutorial. Streamline your lead management effortlessly! 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 for Integration

To begin automating Google Form submissions to ActiveCampaign, first access Pabbly Connect. This platform allows seamless integration between various applications without coding.

Visit the Pabbly Connect website and sign in with your account. If you are new, click on the ‘Sign up for free’ button to create an account. Once logged in, navigate to the dashboard where you can create new workflows.

---

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button to start. You will be prompted to name your workflow.

• Name your workflow: ‘Create ActiveCampaign Contact on Google Form Submission’.
• Select the folder for your workflow.
• Click ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see the trigger and action windows. The trigger will be Google Forms, and the action will be ActiveCampaign. This setup allows Pabbly Connect to automate the entire process of adding contacts.

---

3. Setting Up Google Forms as Trigger in Pabbly Connect

Now, let’s set up Google Forms as the trigger in Pabbly Connect. Select Google Forms as your trigger application and the event as ‘New Response Received’. This will capture every new form submission.

Next, copy the webhook URL provided by Pabbly Connect. This URL acts as a bridge to send the form data. Go to your Google Forms account and navigate to the responses section. Link this form to a Google Sheet to store the responses.

• Click on ‘View in Sheets’ to create a new sheet or link to an existing one.
• Install the Pabbly Connect Webhook add-on from Google Workspace Marketplace.
• Set up the add-on by pasting the webhook URL and defining the trigger column.

After setting up the trigger, every new submission will automatically be sent to Pabbly Connect, allowing for further action.

---

4. Setting Up ActiveCampaign as Action in Pabbly Connect

After configuring the trigger, the next step is to set up ActiveCampaign as the action in Pabbly Connect. Choose ActiveCampaign as your action application and select ‘Create or Update a Contact’ as the action event.

To connect ActiveCampaign, you need to provide the API key and URL. Log into your ActiveCampaign account, navigate to the settings, and find the API section to retrieve these details. Enter the required information in Pabbly Connect to establish the connection.

Map the email, first name, last name, and phone number fields from the Google Form response. Use the Text Formatter action to split the full name into first and last names. Test the connection to ensure data flows correctly.

Once set up, every time a new form is submitted, the corresponding contact will be created in ActiveCampaign automatically.

---

5. Testing the Automation Workflow

Finally, it’s time to test the automation workflow you created using Pabbly Connect. Fill out the Google Form to simulate a new inquiry. After submission, check the linked Google Sheet to confirm the response is recorded.

Next, visit your ActiveCampaign account to verify if the new contact has been added successfully. Refresh the contacts section and check for the new entry. This confirms that your automation is functioning as intended.

Submit a test entry through the Google Form. Check the Google Sheet for the new entry. Verify the new contact in ActiveCampaign.

If all steps are successful, your integration is now live, and you can manage leads efficiently through automated processes.

---

Conclusion

This tutorial demonstrated how to automate Google Form submissions to ActiveCampaign using Pabbly Connect. By following these steps, you can streamline your lead management process effortlessly.

Learn how to automate Mailchimp member creation from Telly form submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration. 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 for Integration

To start using Pabbly Connect, first visit the Pabbly Connect website. You can easily access it by typing ‘Pabbly.com/connect’ in your browser. Once on the site, you need to sign in to your Pabbly account.

If you are a new user, click on the ‘Sign Up for Free’ option to create an account and receive 100 free tasks monthly. After signing in, navigate to the Pabbly Connect dashboard where you can create workflows for your integrations.

---

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will see options to create a new workflow. Click on ‘Create Workflow’ and provide a name for your workflow, such as ‘Create Mailchimp Member on Telly Form Submission’. Select the appropriate folder to save this workflow. using Pabbly Connect

• Name your workflow clearly for easy identification.
• Choose a folder where the workflow will be stored.
• Click on ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger represents the event that starts your automation, while the action is what happens as a result of that trigger. Here, your trigger will be Telly forms, and the action will be Mailchimp.

---

3. Setting Up Telly as the Trigger Application

In the trigger application section, select ‘Telly Forms’ as your trigger application. Choose the trigger event as ‘New Response’ to capture form submissions. This means that whenever there is a new submission in Telly, it will trigger the workflow in Pabbly Connect.

Next, you will need to connect Telly Forms with Pabbly Connect by using a webhook URL provided by Pabbly. Copy this webhook URL and navigate to your Telly Forms account. In Telly Forms, go to the ‘Integrations’ section and select ‘Webhooks’ to paste the webhook URL.

---

4. Testing the Webhook Connection

After setting up the webhook in Telly Forms, return to Pabbly Connect and wait for the webhook response. To test the connection, you need to submit a test form in Telly. Open the shared link of your Telly form, fill in the necessary fields, and submit the form.

• Fill in test data, such as first name, last name, phone number, and email.
• Submit the form to generate a response.
• Check Pabbly Connect to see if the response data has been captured.

If the data appears in Pabbly Connect, the webhook connection is successful, and you can proceed to the next step.

---

5. Setting Up Mailchimp as the Action Application

Now, you need to set Mailchimp as the action application in your workflow. Select ‘Mailchimp’ and choose the action event ‘Add New Member with Custom Fields’. Click on ‘Connect’ to establish a connection between Pabbly Connect and Mailchimp.

To connect Mailchimp, you will need to provide your API key and data center. You can find the API key in your Mailchimp account under ‘Profile’ > ‘Extras’ > ‘API Keys’. Create a new key if necessary, and copy it into Pabbly Connect. Also, copy the data center from your Mailchimp URL and paste it into the corresponding field.

Once connected, select your audience list and map the fields from Telly Forms to Mailchimp. This ensures that each new member added to Mailchimp corresponds to the form submissions captured in Telly.

---

Conclusion

This tutorial demonstrated how to automate the creation of Mailchimp members from Telly form submissions using Pabbly Connect. By following these steps, you can streamline your workflow and enhance your marketing efforts effectively.