Author: Rajpal Tomar

Learn how to automate WhatsApp messages for leads from IndiaMART using Pabbly Connect and WhatsApp Cloud API in this step-by-step tutorial. 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

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1. Accessing Pabbly Connect for Automation

To begin using Pabbly Connect, you need to access the platform through its official website. Simply search for Pabbly Connect in your browser and click on the link to the landing page. Here, you will find options to either sign in or sign up for free, which provides you with 100 tasks monthly.

If you are an existing user, click on the ‘Sign In’ button. Upon signing in, you will see all the Pabbly applications available. Click on ‘Access Now’ for Pabbly Connect to proceed to your dashboard.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect to automate WhatsApp messaging for new leads from IndiaMART. Click on the ‘Create Workflow’ button on your dashboard. You will be prompted to name your workflow and select a folder for organization.

• Name the workflow: ‘Send WhatsApp Message for IndiaMART Leads’.
• Select the folder: Choose an existing folder or create a new one.

Once named, click on ‘Create’ to open the workflow window. Here, you will set up the trigger and actions needed for automation. The trigger will be the event that starts the workflow.

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3. Setting the Trigger for New Leads

In this step, we will select the trigger application in Pabbly Connect. Choose IndiaMART as the trigger application. When prompted, select the trigger event as ‘New Lead Captured’. This event will initiate the workflow whenever a new lead is generated in IndiaMART.

After selecting the trigger event, Pabbly Connect will generate a Webhook URL. Copy this URL as it will be used to connect your IndiaMART account. Follow the steps provided by Pabbly Connect to set up this integration in your IndiaMART account.

• Log into your IndiaMART account.
• Navigate to the Lead Manager section.
• Select ‘Import/Export Leads’ from the menu.
• Choose ‘Other’ as the source and paste the Webhook URL.

After saving your details, you will receive an OTP to finalize the connection. Enter the OTP to activate the integration, and you will see a confirmation that the integration is live.

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4. Setting Up Actions to Send WhatsApp Messages

With the trigger set, the next step is to define the action that Pabbly Connect will perform. Select WhatsApp Cloud API as the action application. Choose the action event as ‘Send Template Message’ to send automated messages to leads.

Connect your WhatsApp Cloud API account by entering the required credentials such as access token and phone number ID. If you haven’t set up your WhatsApp API yet, refer to the Pabbly Connect documentation for guidance on generating these credentials.

Copy your access token from the WhatsApp Cloud API setup. Paste the token and phone number ID into Pabbly Connect. Select the message template you want to use for the WhatsApp message.

Once everything is configured, map the recipient’s mobile number and other relevant fields from the trigger response to ensure that the messages are personalized and dynamic.

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5. Finalizing Your Workflow and Testing

After configuring the WhatsApp action, it’s time to finalize your workflow in Pabbly Connect. Ensure that all fields are correctly mapped, including the lead’s name and phone number. Once satisfied, click on ‘Save and Send Test Request’ to check if the integration works as intended.

Monitor your WhatsApp to confirm that the message is received. You can also set up another action to notify your team about the new lead by repeating the process of selecting WhatsApp Cloud API and mapping the necessary fields. This will ensure both your team and the lead are promptly informed.

By following these steps, you will have successfully automated the process of sending WhatsApp messages to leads from IndiaMART using Pabbly Connect. This integration not only saves time but also enhances communication efficiency.

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Conclusion

This tutorial demonstrated how to integrate IndiaMART with WhatsApp Cloud API using Pabbly Connect. By automating WhatsApp messages, you can efficiently manage leads and improve follow-up processes. Implementing Pabbly Connect streamlines your workflow and enhances productivity.

Learn how to automate WhatsApp messaging for Facebook Lead Ads using Pabbly Connect. Follow this step-by-step tutorial to streamline your lead communication. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Facebook Lead Ads

Pabbly Connect is an essential tool for automating WhatsApp messaging for Facebook Lead Ads. This integration allows businesses to send WhatsApp messages to leads automatically when they fill out a form on Facebook. By using Pabbly Connect, you can streamline your lead nurturing process efficiently.

To get started, you need to create a free account on Pabbly Connect. This process is quick and easy, allowing you to set up your automation workflow in a matter of minutes. Once logged in, you can begin integrating your Facebook Lead Ads with WhatsApp messaging using AiSensy.

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2. Setting Up Your Pabbly Connect Workflow

To set up your workflow in Pabbly Connect, first navigate to the dashboard and click on ‘Create Workflow.’ Name your workflow something descriptive, like ‘Facebook Leads to WhatsApp.’ This will help you identify the automation later on.

• Click on ‘Create’ to open the workflow interface.
• You will see two windows: the trigger window and the action window.
• Start with the trigger window by selecting Facebook Lead Ads as your app.

Once you choose Facebook Lead Ads, select the trigger event as ‘New Lead Instant.’ After connecting your Facebook account, select the Facebook page where your ads are running. This page should be the one generating leads through your Facebook Lead Ads.

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3. Capturing Lead Details from Facebook

After setting up the trigger in Pabbly Connect, you will need to specify the lead form from which you want to capture new leads. You can either choose a specific lead form or select ‘All Lead Gen Forms’ to capture leads from any form associated with your page.

Once you have selected the appropriate form, click on ‘Save and Send Test Request.’ This action will prompt Pabbly Connect to wait for a webhook response, indicating that it is ready to capture lead details. You can generate a test lead using Facebook’s lead testing tool to see if everything is working correctly.

• Generate a test lead by entering required details like first name, last name, email, phone number, and city.
• Submit the form to capture the lead in Pabbly Connect.
• Check the Pabbly Connect workflow for the captured lead details.

Once the test lead is generated, you will see the lead details reflected in the Pabbly Connect workflow, confirming that the integration is working correctly.

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4. Sending WhatsApp Messages Using AiSensy

Next, you will set up the action step in Pabbly Connect to send WhatsApp messages using AiSensy. For this, search for AiSensy in the action window and select it. Choose the action event as ‘Send Template Message’ and click on ‘Connect’ to establish a connection with your AiSensy account.

You will need to enter your AiSensy API key to complete the connection. Once connected, create a WhatsApp template message that will be sent to the leads. This template can include dynamic parameters like the lead’s first name.

Name your campaign appropriately, such as ‘Message to New Lead.’ Select the template you created for WhatsApp messages. Map the mobile number of the lead from the trigger step into the WhatsApp message action.

After setting up the campaign and mapping the necessary details, click on ‘Save and Send Test Request.’ This will send a WhatsApp message to the lead’s number, confirming that the setup is successful.

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5. Getting Notifications on Your Own Number

Finally, you will set up another action in Pabbly Connect to receive WhatsApp notifications on your own number whenever a new lead is generated. This step is similar to sending messages to leads but requires creating a new campaign specifically for notifications.

Search for AiSensy again and select the same action event ‘Send Template Message.’ Use a different campaign name, such as ‘New Lead Received,’ and map the relevant fields to include lead details like name, email, phone number, and city.

Ensure you enter your WhatsApp number for receiving notifications. Map all the necessary parameters from the trigger step to the action step. Click ‘Save and Send Test Request’ to verify the notification setup.

After completing these steps, you will receive a WhatsApp message containing all the details of the new lead, confirming that your automation is functioning correctly.

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Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messaging for Facebook Lead Ads using Pabbly Connect. By setting up triggers and actions, you can streamline your lead communication process effectively. This integration allows you to nurture leads instantly and receive notifications for every new lead generated.

Learn how to automate WhatsApp messaging for FlexiFunnels purchases using Pabbly Connect. Step-by-step guide to set up WhatsApp Cloud API integration. 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

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1. Setting Up Pabbly Connect for WhatsApp Integration

To send and receive WhatsApp messages upon purchases in FlexiFunnels, you first need to set up Pabbly Connect. 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 get access to 100 free tasks each month.

Once logged in, you will see the dashboard. Click on the ‘Access Now’ button under Pabbly Connect. This will direct you to the main dashboard where you can create a new workflow for your automation.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automation. Click on the button to create a new workflow. Name your workflow something descriptive, like ‘Send and Get WhatsApp Message on FlexiFunnels Purchase using WhatsApp Cloud API’. Choose a folder to save your workflow, such as ‘WhatsApp Automations’.

• Click on the ‘Create’ button to finalize the workflow setup.
• You will see two sections: Trigger and Action.
• Set up your Trigger first, which will be FlexiFunnels.

After naming and saving your workflow, proceed to set your Trigger. This is where Pabbly Connect captures the event of a new purchase made through FlexiFunnels.

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3. Setting Up the Trigger for FlexiFunnels

The next step in Pabbly Connect is to set up the trigger. Select ‘FlexiFunnels’ as your trigger application and choose ‘New Purchase’ as the trigger event. This tells Pabbly Connect to listen for new purchases made through FlexiFunnels.

Pabbly Connect will then provide you with a unique webhook URL. Copy this URL, as you will need it to connect FlexiFunnels to Pabbly Connect. Now, go to your FlexiFunnels account and find the product you want to connect.

• Edit the product and find the option to set rules.
• Set the rule to trigger when a product is purchased.
• Paste the webhook URL into the designated field.

After saving these settings, your FlexiFunnels account will now send purchase data to Pabbly Connect whenever a purchase is made.

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4. Setting Up the Action to Send WhatsApp Messages

With the trigger set, it’s time to configure the action in Pabbly Connect. Select ‘WhatsApp Cloud API’ as the action application and choose ‘Send Template Message’ as the action event. This will allow you to send a message to the customer after their purchase.

Click on the connect button to link your WhatsApp Cloud API with Pabbly Connect. You will need to enter your access token, phone number ID, and WhatsApp business account ID to establish this connection.

Ensure you have created a message template in WhatsApp Cloud API. Map the recipient’s mobile number using the data from the previous step. Fill in the body fields with variables such as customer name and order details.

After configuring the message details, test the integration by sending a message to your WhatsApp. If successful, you will receive a confirmation message on WhatsApp, indicating that the setup is complete.

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5. Finalizing the Setup for Notifications

To complete your automation, you will want to set up another action in Pabbly Connect to receive notifications for new orders. Again, select ‘WhatsApp Cloud API’ and the same action event, ‘Send Template Message’. This time, you will set it up to send a notification to yourself.

Enter your mobile number in the recipient field and map the necessary variables just like you did for the customer message. This will allow you to receive updates about new orders directly on WhatsApp.

Use the same template for notifications, ensuring it contains all relevant order details. Test the notification setup to ensure you receive alerts for new orders.

Once both actions are set up, you will have a fully automated workflow using Pabbly Connect that sends WhatsApp messages to customers and notifies you of new purchases.

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Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messaging for FlexiFunnels purchases using Pabbly Connect. By setting up triggers and actions, you can efficiently manage customer communications and stay updated on new orders, enhancing your business operations.

Learn how to automate sending carousel messages on WhatsApp using Pabbly Connect with AI Sensei. Follow this detailed tutorial for step-by-step instructions. 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. Setting Up Pabbly Connect for WhatsApp Carousel Messages

To send carousel messages on WhatsApp, you first need to set up Pabbly Connect. This platform allows you to automate the process of sending messages through various applications, including AI Sensei. Start by creating a new workflow in Pabbly Connect.

In your workflow, select the trigger app. For this tutorial, we will use the Webhook feature to receive data from another application. This can involve capturing the name and mobile number of the user who will receive the WhatsApp message.

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2. Creating a Carousel Message Template in AI Sensei

Next, you need to create a message template in AI Sensei. This template will define the carousel message format you want to send via WhatsApp. Navigate to the ‘Manage’ section in AI Sensei and select ‘Template Messages’. Click on the ‘New’ button to create your template. using Pabbly Connect

• Choose a language for your template, such as English.
• Select the template type as Carousel.
• Add images, captions, and buttons for each card in the carousel.

After creating the template, make sure to save it. This template will be used in the Pabbly Connect workflow to send messages through WhatsApp.

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3. Connecting AI Sensei with Pabbly Connect

Once your template is ready, return to Pabbly Connect to connect your AI Sensei account. In the action step of your workflow, search for ‘AI WhatsApp by AI Sensei’ and select the action event ‘Send Carousel Message’.

To connect your AI Sensei account with Pabbly Connect, you will need to enter your API key. You can find this in the ‘Manage’ section of AI Sensei under ‘API Key’. Copy the API key and paste it into the appropriate field in Pabbly Connect.

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4. Preparing JSON Body for the Carousel Message

After connecting your accounts, you need to prepare the JSON body for the carousel message. This body contains all the necessary details for the message, including the API key, campaign name, destination mobile number, and card details.

• Copy the JSON body from the test campaign section in AI Sensei.
• Remove the API key from the JSON body and replace it with the placeholder ‘API uncore key’.
• Map the mobile number and other parameters from the trigger response in Pabbly Connect.

Ensure that all card details, including image URLs, are correctly entered in the JSON body. This step is crucial for the carousel message to display properly on WhatsApp.

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5. Sending the Carousel Message via Pabbly Connect

With your JSON body prepared, it’s time to send the carousel message. In Pabbly Connect, click on the ‘Save and Send Test Request’ button to initiate the message sending process. If everything is set up correctly, you will receive a positive response indicating that the message has been sent.

Check the designated WhatsApp account to confirm receipt of the carousel message. You should see the message formatted as per the template you created in AI Sensei, complete with images and buttons. Remember, you can only send two consecutive messages without a user response.

Conclusion

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

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In conclusion, using Pabbly Connect to automate sending carousel messages on WhatsApp with AI Sensei is a straightforward process. Follow the steps outlined in this tutorial to set up your integrations effectively and enhance your communication strategies.

Learn how to automate sharing WordPress posts on Instagram using Pabbly Connect. Step-by-step guide for seamless integration without coding. 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 Automation

To start automating the sharing of WordPress posts on Instagram, you first need to access Pabbly Connect. Open your web browser and navigate to the Pabbly Connect homepage by typing in ‘Pabbly.com/connect’.

Once there, sign in to your existing account or create a new one. New users can sign up for free and receive 100 tasks monthly. After signing in, you will be directed to your dashboard where you can manage your workflows.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to link WordPress with Instagram. Click on the ‘Create Workflow’ button on your dashboard. Name your workflow something descriptive, such as ‘Share WordPress Post on Instagram Automatically’.

• Select the folder to save your workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger will be set to WordPress, and the action will be Instagram. This setup will ensure that whenever a new post is published on WordPress, it will automatically be shared on Instagram.

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3. Setting Up WordPress as the Trigger Application

In this section, you will configure WordPress as the trigger application in Pabbly Connect. Select WordPress from the trigger application options and then choose the event ‘New Post Published’. This event will activate the workflow whenever a new post is created.

Next, you will need to connect your WordPress account to Pabbly Connect. A webhook URL will be provided, acting as a bridge between WordPress and Pabbly Connect. Copy this URL and navigate to your WordPress dashboard to set it up.

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4. Connecting WordPress to Pabbly Connect

To establish the connection between WordPress and Pabbly Connect, you need to install the WP Webhooks plugin in your WordPress account. Search for this plugin in the ‘Installed Plugins’ section and ensure it is activated.

• Click on ‘Settings’ under the WP Webhooks.
• Select ‘Send Data’ and add the webhook URL.
• Set the trigger event to ‘Post Created’.

After saving these settings, go back to Pabbly Connect and wait for the webhook response. This indicates that your WordPress and Pabbly Connect connection is successful, enabling the automation to function correctly.

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5. Setting Instagram as the Action Application

Now that your trigger is set up, you will configure Instagram as the action application in Pabbly Connect. Choose Instagram for Business and select the action event as ‘Publish Photo’. This will allow your posts to be shared on your Instagram account.

Connect your Instagram account by selecting ‘Add New Connection’ and logging in. Ensure that your account is connected correctly. Once connected, you will need to map the photo URL and caption from the previous WordPress post response.

After mapping the required fields, click on ‘Save and Send Test Request’. If successful, you will see the post appear on your Instagram account. You can now test this automation by creating another post in WordPress and confirming it appears on Instagram.

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Conclusion

In this tutorial, we explored how to automate sharing WordPress posts on Instagram using Pabbly Connect. By setting up a trigger in WordPress and an action in Instagram, users can effortlessly streamline their social media sharing process.

Learn how to automate Google Ads leads into Asana tasks using Pabbly Connect. Step-by-step tutorial for seamless integration. 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 automate Google Ads leads into Asana tasks, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser.

Once on the site, you can either sign in if you are an existing user or sign up for free if you are new. Signing up gives you access to 100 free tasks monthly, which is ideal for testing your integrations.

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2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard and click on ‘Create Workflow’. Here, you will need to name your workflow, for instance, ‘Create Asana Task for Google Ads Leads’.

• Select the appropriate folder for your workflow.
• Click ‘Create’ to initiate the workflow setup.

After creating the workflow, you will see two boxes for setting up the trigger and action. The trigger will be Google Ads, and the action will be Asana, allowing you to automate tasks based on new leads.

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3. Setting Up Google Ads as the Trigger

In this step, you will configure Google Ads as the trigger in Pabbly Connect. Choose Google Ads as your trigger application and select ‘New Lead Form Entry’ as the event.

To connect Google Ads with Pabbly Connect, you will need to use a webhook URL provided to you. Copy this URL and go to your Google Ads account to set it up in your lead form settings.

• Navigate to the lead delivery options in your Google Ads account.
• Paste the webhook URL into the designated field and save your settings.

Once saved, send test data from Google Ads to confirm the connection. If successful, you will see the test data reflecting in Pabbly Connect.

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4. Setting Up Asana as the Action

Now it’s time to set up Asana as the action in Pabbly Connect. Select Asana as your action application and choose ‘Create Task’ as the action event. You will need to connect your Asana account to Pabbly Connect.

Once connected, you must fill in the details for the task. Specify the workspace, project ID, and task name using the data received from Google Ads. For example, you can map the task name to include the first and last name of the lead.

Add notes in the task description, such as ‘Please follow up with this lead.’ Set the due date using the current date modified to two days later using Pabbly Connect’s date formatting feature.

After filling in all necessary fields, click ‘Save and Send Test Request’ to create the task in Asana. You can check your Asana account to verify the task has been created successfully.

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5. Finalizing the Integration

To finalize the integration between Google Ads and Asana using Pabbly Connect, review the entire workflow. Ensure that the trigger from Google Ads correctly sends data to Asana, where tasks are created based on new leads.

Once everything is set up, you can test the entire workflow by submitting a new lead through your Google Ads form. Monitor the response in Pabbly Connect to ensure that tasks are created in Asana as intended.

With this integration, you can streamline your lead management process efficiently. This setup ensures that every lead captured through Google Ads is automatically transformed into a task in Asana, allowing for better follow-up and organization.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of creating tasks in Asana from Google Ads leads. This integration simplifies lead management, ensuring you never miss a follow-up opportunity.

Learn how to integrate Trigger with Michael using P Connect for seamless automation. Follow this step-by-step guide to enhance your workflow. 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

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Setting Up Trigger with P Connect

The first step in integrating Trigger with Michael involves utilizing P Connect. This platform allows for seamless automation between various applications. To start, you will need to log in or create an account on P Connect.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow appropriately. This name should reflect your goal, such as ‘Integrating Trigger with Michael.’ After naming, click on ‘Create’ to proceed to the next step.

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Connecting Trigger to Gravity Forms

In this section, we will connect Trigger to Gravity Forms. Start by selecting Gravity Forms as your trigger application. You can do this by searching for it on the P Connect interface. Once selected, choose the trigger event as ‘New Response’ to set up the automation.

Next, you will need to obtain the webhook URL from P Connect. This URL acts as a bridge between Gravity Forms and P Connect. Follow the steps below to set this up:

• Copy the webhook URL provided in P Connect.
• Go to your Gravity Forms settings in WordPress.
• Navigate to the ‘Webhooks’ section and click ‘Add New’.
• Paste the webhook URL into the request URL field and save the settings.

By completing these steps, you will have successfully connected Trigger with Gravity Forms, allowing for automated responses to form submissions.

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Creating a New Contact in Michael

Now that we have set up the trigger, the next step is to create or update a contact in Michael. This involves selecting Michael as the action application in P Connect. After selecting, choose the action event as ‘Create/Update Contact’.

To proceed, you will need to connect your Michael account with P Connect. Click on ‘Connect’ and follow the prompts to authorize access to your Michael account. Once connected, you will be able to map the fields from your Gravity Forms submission to the corresponding fields in Michael.

• Map the first name and last name fields from Gravity Forms to the respective fields in Michael.
• Ensure the email address is also mapped correctly to avoid duplicates.
• Fill in the address fields, including street, city, state, and ZIP code.

Once all fields are mapped correctly, save your settings. This will ensure that every time a new form is submitted, the contact details are automatically created or updated in Michael.

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Testing the Integration

After setting up the integration, it is crucial to test whether everything is functioning correctly. To do this, submit a test form through Gravity Forms with sample data. For instance, input a name like Michael Caris and include relevant address details. using Pabbly Connect

Once the form is submitted, return to P Connect to check if the response from Gravity Forms has been received. If successful, you should see all the details populated in the P Connect dashboard. This indicates that the integration is working as intended.

Finally, log into your Michael account and verify that the new contact has been created or updated with the submitted details. Confirm that all fields match the data inputted in the Gravity Forms submission. This step ensures that the automation between Trigger, Michael, and Gravity Forms is functioning seamlessly.

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Conclusion

Integrating Trigger with Michael using P Connect allows for efficient automation of contact management. By following the steps outlined, you can create or update contacts automatically based on Gravity Forms submissions, enhancing your workflow significantly.

Learn how to seamlessly integrate Google with Pabbly Connect using this detailed step-by-step tutorial, ensuring smooth workflows and notifications. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Setting Up Google with Pabbly Connect

To begin integrating Google with Pabbly Connect, start by accessing the Pabbly Connect dashboard. Here, you will find various applications ready for integration. The first step involves selecting Google as your primary application. using Pabbly Connect

After signing in, navigate to the Pabbly Connect interface where you can create a new workflow. Click on the ‘Create Workflow’ option and name your workflow appropriately. This will help in organizing your integrations efficiently.

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2. Triggering Events in Google

Next, you need to set up the trigger event in Google. Select Google as your trigger application and choose the event type that suits your needs. For example, you might select an event like ‘New Payment Captured’ from Razorpay, which will notify your Google integration. using Pabbly Connect

• Log into your Google account.
• Choose the event that will trigger the integration.
• Define the parameters for the trigger.

Once you have set the trigger, test it to ensure that it works correctly. This step is crucial for confirming that Google is properly receiving the event notifications from Razorpay.

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3. Connecting Razorpay with Google via Pabbly Connect

The next step involves connecting Razorpay with Google through Pabbly Connect. You will be required to provide a unique web book URL from your Razorpay account to facilitate this connection. This URL acts as a bridge to link both applications. using Pabbly Connect

To do this, go to your Razorpay account, navigate to the ‘Developers’ section, and select ‘Webhooks’. Here, you will add the web book URL provided by Pabbly Connect and configure the necessary events that will trigger notifications.

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4. Testing the Integration Between Google and Razorpay

After connecting both applications, it’s crucial to test the integration. Make a test payment through Razorpay to ensure that the data is being correctly captured by Google via Pabbly Connect. This step verifies that your workflow is functioning as intended. using Pabbly Connect

If the test is successful, you will receive a confirmation message in your Google account indicating that the payment details have been recorded. This ensures that your integration is seamless and operational.

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5. Finalizing Your Google Integration with Pabbly Connect

Once you have confirmed that the integration works, finalize your settings in Pabbly Connect. This includes setting up any additional notifications or actions that you want to automate based on the captured payment data. using Pabbly Connect

Make sure to save all your settings and test again if necessary. This will ensure that every aspect of your Google integration is working smoothly, and you are set to receive notifications in real-time.

Conclusion

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

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By following these steps, you can successfully integrate Google with Pabbly Connect, allowing for efficient workflows and automated notifications. This integration not only streamlines your processes but also enhances your team’s communication regarding payments.

Learn how to automate user enrollment in Regi through Contact Form 7 submissions using Pabbly Connect in this detailed tutorial. 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

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1. Accessing Pabbly Connect for Integration

To begin integrating Contact Form 7 with Regi, you need to access Pabbly Connect. First, open your browser and search for Pabbly Connect. This will take you to the Pabbly Connect landing page where you can either sign in or sign up for a free account.

If you don’t have an account, click on the ‘Sign up for free’ button. This process only takes a couple of minutes and provides you with 100 free tasks per month. Once signed in, you will be directed to the Pabbly Connect dashboard, which is where you will create your workflow.

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2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard, the next step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. A window will pop up prompting you to name your workflow. Name it something descriptive, like ‘Enroll Reg User on Contact Form 7 Submission’ and click on ‘Create’.

• Name your workflow appropriately.
• Click ‘Create’ to proceed.

You will now see two main sections: Trigger and Action. The Trigger is what initiates the workflow, while the Action is what happens as a result. For this integration, you will set up Contact Form 7 as the trigger application.

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3. Setting Up the Trigger in Pabbly Connect

In the Trigger section, search for and select Contact Form 7 as your trigger application. You will then need to choose a trigger event. Select ‘New Form Submission’ as the event, which will trigger the workflow when a new submission is made through your form.

Next, Pabbly Connect will provide you with a Webhook URL. This URL is crucial as it acts as a bridge between Contact Form 7 and Pabbly Connect. Copy this Webhook URL and navigate to your WordPress account where Contact Form 7 is installed.

• Select the registration form you want to integrate.
• Paste the Webhook URL in the settings of the form.

Ensure the ‘Send to Webhook’ option is enabled, and click ‘Save’. This will complete the trigger setup.

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4. Setting Up the Action in Pabbly Connect

Now that the trigger is set up, it’s time to set up the Action in Pabbly Connect. In the Action section, search for Regi as your action application and select it. Choose the action event as ‘Import User’. This action will enroll the user in your course based on the information received from the form submission.

To connect Regi with Pabbly Connect, you will need to provide an API token. Log into your Regi dashboard, navigate to the Integrations section, and copy the API token provided there. Return to Pabbly Connect and paste the token in the required field.

Select ‘Import User’ as the action event. Copy the API token from Regi and paste it in Pabbly Connect.

After saving the connection, you will set up the necessary fields to map the data from the form submission to the user enrollment in Regi.

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5. Mapping Fields for User Enrollment in Pabbly Connect

With both the trigger and action set up, it’s time to map the fields in Pabbly Connect. You will use the details from the Contact Form 7 submission to fill in the necessary fields for user enrollment in Regi. For instance, you will map the first name, last name, email, and phone number from the form submission.

When mapping, ensure that you also specify the product hash for the course the user will be enrolled in. This is crucial for giving them access to the correct course materials. After mapping all required fields, you can also set the validity for access, where using ‘-1’ indicates lifetime access.

Map the first name, last name, email, and phone number. Specify the product hash for the course.

Finally, save your workflow and test it by submitting a new form entry. This will trigger the automation and enroll the user in Regi, confirming that the integration works seamlessly through Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate user enrollment in Regi through Contact Form 7 submissions. By following the outlined steps, you can streamline your enrollment process and enhance user experience effectively.

Learn how to automate your lead management by integrating Indiamart with Google Sheets using Pabbly Connect. Follow our step-by-step guide for seamless automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Lead Management

Pabbly Connect is a powerful integration platform that automates workflows between applications. In this tutorial, we will use Pabbly Connect to streamline the process of adding Indiamart leads into Google Sheets. This automation is essential for business owners who frequently receive inquiries and leads, allowing them to save time and avoid manual data entry.

By integrating Indiamart with Google Sheets using Pabbly Connect, you can ensure that every new lead is captured automatically. This setup not only enhances efficiency but also minimizes the chances of missing valuable leads from potential customers.

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2. Setting Up Pabbly Connect for Indiamart Integration

To get started, you need to access your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 tasks per month. Once logged in, select Pabbly Connect from the dashboard to begin creating your workflow.

Follow these steps to set up your workflow:

• Click on the ‘Create Workflow’ button in the top right corner.
• Name your workflow, e.g., ‘Indiamart Leads to Google Sheets’.
• Select a folder to save your workflow.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. In this case, the Trigger will be a new lead from Indiamart, and the Action will be to add that lead to Google Sheets using Pabbly Connect.

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3. Configuring the Trigger Step with Indiamart

In the Trigger section, choose Indiamart as the application and select ‘New Lead’ as the trigger event. Pabbly Connect will provide you with a unique webhook URL that you will need to connect to your Indiamart account.

To set up the webhook in Indiamart, follow these steps:

• Log in to your Indiamart account and navigate to the Lead Manager.
• Select the option for ‘Push API’ and paste the webhook URL provided by Pabbly Connect.
• Save the settings to establish the connection.

Once the webhook is set up, Pabbly Connect will be ready to capture new leads from Indiamart. Test this by generating a test lead to ensure that the connection works properly.

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4. Setting Up the Action Step to Google Sheets

After successfully configuring the Trigger step, it’s time to set up the Action step. In this section, select Google Sheets as the application and choose ‘Add New Row’ as the action event. This is where Pabbly Connect will insert the lead details into your Google Sheets.

Follow these steps to complete the action setup:

Authorize Pabbly Connect to access your Google Sheets account. Select the spreadsheet you want to use for storing leads. Map the fields from Indiamart to the corresponding columns in Google Sheets.

Once you’ve mapped all the necessary fields, click on ‘Save and Send Test Request’. This will send the lead data from Indiamart to Google Sheets through Pabbly Connect, allowing you to verify that the integration works seamlessly.

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5. Verifying the Integration Between Indiamart and Google Sheets

After completing the setup, it’s crucial to verify that the integration between Indiamart and Google Sheets via Pabbly Connect is functioning correctly. To do this, check your Google Sheets for the new lead entry.

In your Google Sheets, you should see the details of the new lead populated under the correct columns. This includes:

Unique Query ID Name Email Phone Number Company Address City State Country Product Name Message

If all the details appear correctly, your integration is successful! This automation will now save you time and ensure that no leads are missed in the future, thanks to Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate the process of adding Indiamart leads to Google Sheets using Pabbly Connect. By following the steps outlined, you can streamline your lead management process, ensuring that every inquiry is captured efficiently. This integration not only enhances productivity but also helps in maintaining accurate records of potential customers.