Author: Rajpal Tomar

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.

Learn how to automate WhatsApp messages for successful Instamojo payments using Pabbly Connect in this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages for successful Instamojo payments, first, access Pabbly Connect. Sign in to your existing account or sign up for a free account to get started. Once logged in, you will see the dashboard with various applications available.

From the dashboard, select Pabbly Connect by clicking the ‘Access Now’ button. This will take you to the workflow creation interface where you can set up your automation.

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2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear asking for the workflow name and folder selection.

• Name your workflow: ‘Send Automated WhatsApp Message on Successful Instamojo Payment using AiSensy’.
• Select a folder in which to save the workflow.
• Click ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see two main windows: Trigger and Action. The Trigger window will be set up first to capture successful payment events from Instamojo.

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3. Setting Up Trigger for Instamojo Payments

In the Trigger section of Pabbly Connect, select ‘Instamojo V1’ as your trigger application. The trigger event you need to choose is ‘New Sale’. This configuration allows Pabbly Connect to capture successful payment notifications.

Once you select the trigger application and event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect your Instamojo account.

• Open your Instamojo account and navigate to the settings of your payment page.
• In the page settings, find the ‘Webhook’ option and paste the URL provided by Pabbly Connect.
• Enable the webhook for successful payments and save the settings.

After saving, return to your Pabbly Connect workflow and click ‘Test Webhook’ to ensure that the connection is successful.

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4. Setting Up Action to Send WhatsApp Messages

Now that the trigger is set up, the next step is to configure the Action section in Pabbly Connect. Select ‘AiSensy’ as the action application. The action event should be set to ‘Send Template Message’.

You will need to connect your AiSensy account by entering the API key from your AiSensy dashboard. This key allows Pabbly Connect to send messages via WhatsApp using the template you’ve created.

Create a message template in AiSensy for the WhatsApp message. Map the student’s phone number and name to the template parameters in Pabbly Connect. Click ‘Save and Send Test Request’ to test the message sending.

After successfully sending the test message, you will receive a confirmation in your WhatsApp, indicating that the automation is working perfectly.

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5. Conclusion: Automate Your WhatsApp Messaging

By following these steps, you can effortlessly automate WhatsApp messages for successful Instamojo payments using Pabbly Connect. This integration ensures timely communication with your students, enhancing their enrollment experience.

Utilizing Pabbly Connect not only saves time but also improves the efficiency of your online educational platform. Now, every successful payment will trigger an instant message, making your operations smoother and more professional.

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In conclusion, automating WhatsApp messages on successful Instamojo payments using Pabbly Connect is a straightforward process that enhances communication and efficiency in your educational platform.

Learn how to automate sharing your YouTube videos on Facebook using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating the sharing of your YouTube videos on Facebook, first access Pabbly Connect. Sign in to your existing account or create a free account to explore its features.

After logging in, you will see the dashboard that displays all available applications. From here, you can easily navigate to set up your automation process.

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2. Creating a Workflow in Pabbly Connect

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

• Name your workflow as ‘Share YouTube Videos on Facebook Page Automatically’.
• Select a folder to save this workflow, such as ‘YouTube Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

Once the workflow is created, you will see two sections: Trigger and Action. This is where you will specify the event that starts the automation and the resulting action.

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3. Setting Up the Trigger in Pabbly Connect

For the trigger, select YouTube as the application in Pabbly Connect. Choose the event as ‘New Video in Channel’ to capture new uploads from your channel.

After selecting the trigger application, click on the ‘Connect’ button. You will be prompted to authorize Pabbly Connect to access your YouTube account. Once authorized, select your channel ID to complete the setup.

• Click on ‘Save and Send Test Request’ to ensure the connection is working.
• Check if the latest video details are captured correctly.

This setup allows Pabbly Connect to monitor your YouTube channel and trigger actions whenever a new video is uploaded, ensuring timely updates on your Facebook page.

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4. Setting Up the Action in Pabbly Connect

Now, configure the action step by selecting Facebook Pages as the application in Pabbly Connect. Choose the action event as ‘Create Page Post’ to share your video automatically.

After clicking on the ‘Connect’ button, log into your Facebook account to authorize the connection. Then, select the Facebook page where you want to post the video details.

Compose a message for the post, such as ‘New Video Alert!’ Map the video title and URL from the previous step to dynamically insert this information into your post.

Finally, click on ‘Save and Send Test Request’ to ensure the post is created successfully on your Facebook page. This automation will help you engage your audience effectively without manual effort.

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5. Verifying the Automation in Pabbly Connect

To verify if the automation is working correctly, go to your Facebook page after setting up the action in Pabbly Connect. Refresh your page to see if the new post has been created successfully.

If the post appears with the correct video details, your automation is complete! This process saves you time and ensures your audience is always updated with your latest content.

Using Pabbly Connect, you have successfully automated the sharing of your YouTube videos on Facebook, enhancing your engagement and reach.

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Conclusion

In summary, this tutorial demonstrated how to use Pabbly Connect to automate sharing YouTube videos on Facebook. This integration streamlines your workflow and enhances audience engagement effortlessly.

Learn how to automate the process of creating or updating InCharge contacts with Gravity Forms submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting the official website. Once there, sign in to your account using the option in the top right corner. If you are a new user, you can sign up for free and receive 100 tasks monthly.

After logging in, navigate to the Pabbly Connect dashboard. Here, you can see your existing workflows and create new ones. Click on the ‘Create Workflow’ button to start setting up the integration between Gravity Forms and InCharge.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow that automates the creation or updating of InCharge contacts whenever a Gravity Forms submission is received. Start by naming your workflow, for example, ‘Create or Update InCharge Person on Gravity Form Submission.’ Select the appropriate folder for organization. using Pabbly Connect

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

Once the workflow is created, you will see two boxes: one for the trigger and one for the action. The trigger will be set to Gravity Forms, and the action will be set to InCharge, establishing the automation flow.

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3. Setting Up the Trigger with Gravity Forms

The next step involves configuring the trigger in Pabbly Connect. Select Gravity Forms as the trigger application and choose the event ‘New Response.’ This setup allows the workflow to initiate whenever a new form is submitted.

To connect Gravity Forms with Pabbly Connect, you will need a webhook URL. This URL acts as a bridge between the two applications. Copy the webhook URL provided in Pabbly Connect and navigate to your Gravity Forms settings.

• Go to your WordPress dashboard and find the Gravity Forms plugin.
• Select the form you want to use and go to its settings.
• Add a new webhook and paste the copied URL.

After saving the settings, return to Pabbly Connect to test the connection. You should now see a message indicating that Pabbly Connect is waiting for a response from Gravity Forms.

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4. Configuring the Action in InCharge

After successfully setting up the trigger, the next step is to configure the action in Pabbly Connect. Choose InCharge as the action application and select the event ‘Add/Update Person.’ This action will create or update a contact in your InCharge account based on the form submission.

Click on the ‘Connect’ button. If you have an existing connection, you can select it; otherwise, create a new connection by logging into your InCharge account and granting permission to Pabbly Connect.

Map the fields from Gravity Forms to InCharge fields. Use the mapping feature to ensure data is dynamic and updates with each submission. Click on ‘Save and Send Test Request’ to finalize the action setup.

Once the test request is successful, check your InCharge account to verify that the new person has been created. This confirms that the integration is functioning correctly.

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5. Testing the Integration and Conclusion

To ensure everything is working, fill out the Gravity Forms submission again with new details. After submitting, check your InCharge account to see if the new contact has been created successfully. This step confirms that the automation between Gravity Forms and InCharge via Pabbly Connect is complete.

In summary, you have successfully integrated Gravity Forms with InCharge using Pabbly Connect. This automation allows you to streamline your lead collection process, ensuring that every submission is captured as a new contact in your InCharge account without manual entry.

By following these steps, you can replicate this process for other applications as well, leveraging the power of Pabbly Connect for seamless integrations.

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 integrate Gravity Forms with InCharge automates the process of capturing leads effectively. This step-by-step tutorial ensures you can set up and test the integration seamlessly, enhancing your workflow.

Learn how to integrate Wix Forms and Slack using Pabbly Connect for seamless notifications on new travel inquiries. Follow our detailed tutorial for easy setup.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Wix Forms with Slack, first, you need to access Pabbly Connect. Open your browser and visit the Pabbly Connect landing page.

Once there, you will see options to either sign in or sign up. If you’re new, click on ‘Sign up for free’ to create an account. Existing users should click on ‘Sign in’ and log into their accounts. After signing in, you can access the various applications offered by Pabbly.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button to set up a new automation. You will be prompted to name your workflow and select a folder to save it in.

• Name your workflow as ‘Notify Team on Slack for Wix Form Submission’.
• Select the folder ‘Automations’ to save your workflow.

Once you click on ‘Create’, the workflow window will open. This window is crucial as it allows you to set up triggers and actions for your automation process.

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3. Setting Up a Trigger in Pabbly Connect

In the workflow window, you need to select the trigger application, which in this case is Wix Forms. This means that every time a new form submission occurs, it will trigger the workflow in Pabbly Connect.

To do this, search for ‘Wix Forms’ and select it. Then, choose the trigger event as ‘New Form Submission’. This action will generate a webhook URL that you will need to copy for the next step.

• Copy the webhook URL provided by Pabbly Connect.
• Log into your Wix account and navigate to Automations.

This webhook URL will connect your Wix Forms to the workflow in Pabbly Connect.

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4. Configuring Wix Forms Automation

In your Wix account, go to the Automations section and click on ‘Add New Automation’. Select ‘Wix Forms’ as the trigger and choose ‘Form Submitted’ as the event. Specify which form will trigger this automation.

Next, paste the copied webhook URL into the action settings. This completes the connection between Wix Forms and Pabbly Connect. Make sure to activate the automation to ensure it functions correctly.

Select the specific form that will trigger the automation. Click on ‘Activate’ to enable the automation.

Once activated, the automation will wait for a test submission to verify that the connection is working properly.

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5. Integrating Slack with Pabbly Connect

Now that the trigger is set up, it’s time to integrate Slack as the action application in Pabbly Connect. Select ‘Slack’ as the action application and choose the action event as ‘Send Channel Message’.

You will need to connect your Slack account to Pabbly Connect. If you haven’t done this yet, click on ‘Add a New Connection’ and follow the prompts to authorize Pabbly Connect to access your Slack account.

Choose the Slack channel where you want to send notifications. Map the fields from the previous step to customize your message.

After mapping the fields, test the workflow to ensure that messages are sent to your Slack channel whenever a new form submission is made in Wix Forms.

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Conclusion

In this tutorial, we explored how to integrate Wix Forms with Slack using Pabbly Connect. By following the steps outlined, you can seamlessly receive notifications for new travel inquiries. This automation enhances your workflow efficiency and keeps your team informed in real-time.

Learn how to seamlessly integrate IndiaMart leads into Salesforce using Pabbly Connect. Follow this step-by-step tutorial for effective automation. 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 start integrating IndiaMart leads with Salesforce, you need to access Pabbly Connect. This platform allows you to create automated workflows without any coding knowledge.

Visit the Pabbly Connect landing page and sign in. If you are a new user, you can sign up for free to receive 100 tasks every month. Once signed in, you will see various Pabbly applications. Click on ‘Access Now’ to enter your Pabbly Connect dashboard.

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2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder for organization. Name it something descriptive, like ‘Integrate IndiaMart Leads with Salesforce’ and select the ‘Automations’ folder.

After creating the workflow, you will enter the workflow window where you can set up your trigger and action. The trigger is the event that starts the workflow, and the action is what happens as a result. In this case, the trigger will be a new lead from IndiaMart.

• Click on ‘Create Workflow’
• Name your workflow
• Choose a folder to save it in

Once you have set up the workflow name and folder, you can proceed to select the trigger application, which in this case is IndiaMart.

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3. Setting Up the Trigger with IndiaMart

To set the trigger in Pabbly Connect, select IndiaMart as the trigger application. You will then choose the trigger event, which should be set to ‘New Lead’. This event will initiate the workflow whenever a new lead is generated in your IndiaMart account.

Upon selecting the trigger event, Pabbly Connect will provide you with a webhook URL. You need to copy this URL and set it up in your IndiaMart account to establish the connection. Navigate to the Lead Manager section in your IndiaMart account, go to Import/Export Leads, and select the Push API option.

• Select IndiaMart as the trigger application
• Choose ‘New Lead’ as the trigger event
• Copy the webhook URL provided by Pabbly Connect

After copying the webhook URL, paste it in the designated field in your IndiaMart account, and save the details to create the connection.

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4. Setting Up the Action to Create a Lead in Salesforce

After successfully setting up the trigger, the next step is to configure the action in Pabbly Connect. Select Salesforce as the action application and choose the action event as ‘Create Lead’. This action will ensure that every new lead from IndiaMart is automatically added to Salesforce.

When prompted, connect your Salesforce account with Pabbly Connect. You can either select an existing connection or create a new one by clicking on ‘Connect with Salesforce’. Once connected, Pabbly Connect will ask you to map the lead details from IndiaMart to Salesforce fields.

Select Salesforce as the action application Choose ‘Create Lead’ as the action event Map the lead details from IndiaMart to Salesforce fields

This mapping process is crucial as it ensures the correct information is transferred from IndiaMart to Salesforce, allowing your sales team to follow up efficiently.

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5. Testing the Workflow Integration

After setting up the action, it’s time to test the workflow in Pabbly Connect. To do this, generate a test lead in your IndiaMart account. This will trigger the workflow and allow you to see if the lead details are correctly added to Salesforce.

Once you submit the test lead, return to your Pabbly Connect workflow to check if the webhook response has been captured. If successful, you will see the lead details reflected in your Salesforce account. This confirms that the integration is working as intended.

Generate a test lead in IndiaMart Check the webhook response in Pabbly Connect Verify lead details in Salesforce

With this, you have successfully integrated IndiaMart with Salesforce using Pabbly Connect, automating the process of adding new leads without manual effort.

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Conclusion

This tutorial demonstrated how to integrate IndiaMart leads into Salesforce using Pabbly Connect. By following these steps, you can automate lead management efficiently and improve your sales workflow.

Learn how to transfer Facebook Lead Ads data to your CRM in real-time using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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 transfer Facebook Lead Ads data to your CRM in real-time, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for a free account and receive 100 free tasks every month.

Once logged in, you will see all the available applications in Pabbly Connect. Click on the ‘Access Now’ button to enter the Pabbly Connect dashboard. From here, you can create a new workflow for your automation.

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2. Creating a Workflow in Pabbly Connect

To set up the automation, you need to create a workflow in Pabbly Connect. Click on the button in the top right corner labeled ‘Create Workflow’. A dialog box will appear asking for the workflow name and folder selection.

• Name your workflow: ‘Transfer Facebook Lead Data to Your CRM in Real-Time with Pabbly Connect’.
• Select a folder for your workflow, such as ‘Facebook Lead Ads Automations’.

After entering the name and selecting the folder, click on the ‘Create’ button. This will create your workflow, which consists of two main parts: the trigger and the action. The trigger is set up first, followed by the action.

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3. Setting Up the Trigger with Facebook Lead Ads

In this section, you will configure the trigger application in Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application. The trigger event you will choose is ‘New Lead Instant’. This means that every time a new lead is generated, Pabbly Connect will capture that lead.

Click the ‘Connect’ button to authorize your Facebook account. Make sure you are logged into your Facebook account in another tab. After authorization, select the Facebook page and the lead generation form you are using. For example, if your page is named ‘Digital Dynamics’, select it along with the corresponding lead gen form.

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4. Setting Up the Action to Create a Contact in CRM

Next, you will set up the action step in Pabbly Connect to create a contact in your CRM. Select ‘Keep’ as the action application and choose ‘Create/Update Contact’ as the action event. This step will allow you to add the newly generated lead into your CRM.

Click the ‘Connect’ button and authorize Pabbly Connect to access your Keep account. Once connected, you will need to map the data from the previous step to create the contact. This includes mapping fields like email, first name, last name, and phone number.

• Map the email address from the lead data.
• Map the first name and last name accordingly.
• Set the lead source to ‘Facebook Lead Ads’.

After mapping the required fields, click on ‘Save and Send Test Request’. This will create a contact in your Keep account based on the lead data captured from Facebook Lead Ads.

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5. Testing the Integration and Finalizing

To ensure that your integration works, you need to test it. Generate a test lead using the Facebook Lead Ads testing tool. After submitting the test lead, return to your Pabbly Connect workflow to check if the details were captured correctly.

If everything is set up correctly, you will see the test lead data reflected in your workflow. This confirms that Pabbly Connect has successfully captured the lead information and that your integration is functioning as intended.

Finally, check your Keep account to verify that the new contact has been added. This entire process automates the transfer of leads from Facebook to your CRM, saving time and reducing errors.

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Conclusion

This tutorial demonstrated how to transfer Facebook Lead Ads data to your CRM in real-time using Pabbly Connect. By following these steps, you can automate your lead management process efficiently and effectively.

Learn how to integrate Pabbly Email Marketing with Contact Form 7 using Pabbly Email Marketing for seamless subscriber management. Explore practical approaches to email list management, campaign creation, and performance tracking that maximize your marketing ROI.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Email Marketing for Integration

To begin the integration process, you will first need to access Pabbly Email Marketing. This is the platform that allows you to create subscribers from Contact Form 7 submissions. Start by visiting the Pabbly website and logging into your account.

Once logged in, navigate to the dashboard where you will see various Pabbly applications. For this tutorial, we will focus on Pabbly Email Marketing and Pabbly Connect. You can sign up for free if you are a new user, allowing you to explore the features available.

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2. Creating a Workflow in Pabbly Connect

Now that you have accessed Pabbly Email Marketing, the next step is to create a workflow in Pabbly Connect. This workflow will automate the process of adding new subscribers to your email marketing list whenever a new form submission occurs in Contact Form 7.

To create a workflow, click on the ‘Create Workflow’ button. You will be prompted to enter a workflow name and choose a folder for organization. Here are the steps to follow:

• Click on ‘Create Workflow’.
• Name your workflow (e.g., ‘Create Pabbly Email Marketing Subscriber’).
• Choose a folder to save the workflow.

After entering the details, click on the ‘Create’ button to initiate your workflow. This will take you to the workflow window where you can set up the trigger and action for your automation.

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3. Setting Up Trigger in Pabbly Connect

In this section, you will configure the trigger for your workflow. The trigger will be set to Contact Form 7, which means the workflow will activate when a new form submission occurs. First, search for Contact Form 7 in the trigger application field.

Once selected, you will need to choose the trigger event, which in this case is ‘New Form Submission’. After selecting the trigger event, Pabbly Connect will provide you with a Webhook URL. This URL is essential for connecting your Contact Form 7 with Pabbly Email Marketing. Here’s how to proceed:

• Copy the Webhook URL provided by Pabbly Connect.
• Open your WordPress dashboard and navigate to the Contact Form 7 plugin.
• Edit the form you want to connect and paste the Webhook URL in the designated field.

After saving the changes in your form, you will have successfully set up the trigger for your workflow.

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4. Adding Subscribers in Pabbly Email Marketing

With the trigger set, the next step is to configure the action that will add subscribers to your Pabbly Email Marketing list. For this action, select Pabbly Email Marketing as the application and choose ‘Add Subscriber’ as the action event.

You will then be prompted to connect your Pabbly Email Marketing account. If you haven’t already connected your account, follow these steps to obtain your Bearer Token:

Log in to your Pabbly Email Marketing account. Navigate to the Integration section and click on Developer API. Copy the Bearer Token provided.

Paste the Bearer Token into Pabbly Connect and save the connection. Now, you can map the email and name fields from the trigger data to create dynamic subscriber entries in your Pabbly Email Marketing list.

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5. Testing the Integration

After setting up the action to add subscribers, it’s essential to test your integration to ensure everything works seamlessly. Perform a test submission using your Contact Form 7 to send data through the Webhook to Pabbly Email Marketing.

Once you submit the form with test data, return to your Pabbly Connect dashboard to check if the response has been captured. If successful, you will see the subscriber details reflected in your Pabbly Email Marketing subscriber list.

To verify, refresh the subscriber list in Pabbly Email Marketing and confirm that the new subscriber has been added successfully. This will ensure that your automation is functioning correctly and that new inquiries from Contact Form 7 are being captured as subscribers in your email marketing campaigns.

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Conclusion

In this tutorial, we successfully demonstrated how to create a Pabbly Email Marketing subscriber using Contact Form 7 submissions through Pabbly Connect. This integration streamlines the process of managing potential clients and enhances your email marketing efforts.

Learn how to integrate Project and Ventana using Pabbly Connect for seamless automation. Follow this detailed tutorial for step-by-step instructions. 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. Setting Up Webhook in Ventana Using Pabbly Connect

To integrate Project and Ventana, we start by setting up a webhook in Ventana through Pabbly Connect. This webhook acts as a bridge to automate tasks by capturing specific events in Ventana.

First, log into your Ventana account. Navigate to the settings section on the left sidebar and select the ‘Webhook’ option. In this section, you will see existing webhooks and an option to add a new one.

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2. Creating a New Webhook in Ventana

After accessing the webhook settings, click on the ‘Add Webhook’ button. This is where you will input the details required to connect Ventana with Pabbly Connect.

• Enter a name for your webhook, such as ‘New Projects’.
• Paste the webhook URL from Pabbly Connect into the URL field.
• Select the workspace where the project will be added.
• Choose the specific event, such as ‘Project Added’.

After filling in these details, click on the ‘Save’ button. This action enables the webhook, allowing it to listen for events from Ventana.

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3. Testing the Webhook in Pabbly Connect

Once the webhook is saved, return to Pabbly Connect. The platform will indicate that it is waiting for a webhook response. To test this, you need to trigger the event you set up.

Go back to Ventana and create a new project. For example, name it ‘Social Media Marketing’ and provide a description. After saving this project, Pabbly Connect will capture the response from Ventana.

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4. Capturing the Response in Pabbly Connect

After creating the project in Ventana, switch back to Pabbly Connect. You should see the captured response, including details like project UID, status, name, and description.

This successful capture confirms that the integration between Ventana and Pabbly Connect is functioning properly. Each time a new project is added, the same information will be sent to Pabbly Connect.

With this setup, you can further automate actions based on the captured response, such as notifying team members through Google Chat or other applications.

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Conclusion

In this tutorial, we demonstrated how to integrate Project and Ventana using Pabbly Connect. By setting up a webhook in Ventana, you can automate tasks effectively and streamline your workflow.

Utilizing Pabbly Connect enhances your business process, making it easier to manage projects and communicate updates seamlessly.

Learn how to automate adding Kit subscribers in Google Sheets and sending WhatsApp messages 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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Accessing Pabbly Connect for Integration

To automate the process of adding Kit subscribers in Google Sheets and sending WhatsApp messages, you will need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. If you are a new user, click on ‘Sign Up for Free’ to create an account, which provides you with 100 free tasks monthly to explore the platform.

Once logged in, navigate to the dashboard where you can create new workflows. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Add Kit Subscribers in Google Sheets and Send WhatsApp Message’. This step sets the foundation for your automation process using Pabbly Connect.

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Setting Up the Trigger with Kit

The first step in your workflow is to set up the trigger using Kit, the email marketing application. In Pabbly Connect, select Kit as your trigger application and choose the event ‘New Form Subscriber’. This ensures that the workflow activates whenever a new subscriber signs up through your Kit form.

Next, click on ‘Connect’ to establish the connection. You will need to add a new connection by entering your API key and secret from your Kit account. These can be found in the Account Settings under the Developer section. Once connected, select the specific form you want to use for capturing subscriber details.

• Select ‘New Form Subscriber’ as the trigger event.
• Connect your Kit account using the API key and secret.
• Choose the form that captures subscriber details.

After saving the trigger setup, test the connection by submitting a dummy form entry. If successful, Pabbly Connect will capture the subscriber’s details, allowing you to proceed with the next steps of your automation.

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Adding Subscribers to Google Sheets

With the trigger set, the next step is to add the captured subscriber details to Google Sheets. Select Google Sheets as your action application in Pabbly Connect and choose the action event ‘Add New Row’. This action will record each new subscriber’s information in your designated spreadsheet.

Connect to Google Sheets by signing in with your Google account and granting Pabbly Connect the necessary permissions. Select the spreadsheet where you want to store subscriber data, and map the fields such as first name, last name, email, and mobile number from the previous trigger response.

• Choose ‘Add New Row’ as the action event.
• Map the fields from the Kit subscriber response to the corresponding columns in Google Sheets.
• Click ‘Save and Send Test Request’ to verify the setup.

Upon successful completion of this step, Pabbly Connect will ensure that each new subscriber is automatically recorded in your Google Sheets, creating a systematic record for your e-commerce business.

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Sending WhatsApp Messages Using AiSensy

After successfully adding subscribers to Google Sheets, the final step is to send personalized WhatsApp messages to each subscriber using AiSensy. In Pabbly Connect, select WhatsApp by AiSensy as your action application and choose the action event ‘Send Template Message’.

To connect, you will need to enter your AiSensy API key, which can be found in your AiSensy account under the API Keys section. Once connected, you will need to specify the campaign name and the mobile number of the subscriber. Remember to include the country code when entering the mobile number.

Select ‘Send Template Message’ as the action event. Map the subscriber’s mobile number and first name into the message template. Click ‘Save and Send Test Request’ to confirm the message is sent.

Upon successful testing, Pabbly Connect will automatically send a WhatsApp message to each new subscriber, thanking them for joining and informing them about your business offers.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding Kit subscribers to Google Sheets and sending WhatsApp messages. This integration streamlines your communication and record-keeping, enhancing your e-commerce operations effectively.