Author: Rajpal Tomar

Learn how to automate sending WhatsApp messages for LinkedIn Lead Gen Forms leads using Pabbly Connect and WhatsApp Cloud API. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate sending WhatsApp messages for LinkedIn Lead Gen Forms leads, the first step is to access Pabbly Connect. This platform serves as the central integration tool that connects various applications seamlessly.

Start by visiting the Pabbly Connect website. If you’re a new user, you can sign up for free and receive 100 free tasks each month. Existing users should sign in to their accounts to proceed with creating the automation workflow.

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2. Creating a Workflow in Pabbly Connect

After signing in, you will see the Pabbly Connect dashboard. To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner. This is where you will define the automation process. using Pabbly Connect

• Name your workflow, for example, ‘Send Automated WhatsApp Message for LinkedIn Leads.’
• Select a folder to save your workflow, such as ‘LinkedIn Automations.’

Once you have named your workflow and selected a folder, click on the ‘Create’ button. This action will set up the initial framework for your automation.

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3. Setting Up the Trigger for LinkedIn Lead Gen Forms

The next step involves setting up the trigger in Pabbly Connect. This is crucial as it determines when the automation will initiate. Select ‘LinkedIn Lead Gen Forms’ as your trigger application.

For the trigger event, choose ‘New Lead Gen Form Response.’ Click on the ‘Connect’ button to authorize the connection. Once connected, select the appropriate LinkedIn account and the specific lead form you want to use.

• Choose your LinkedIn Ads account.
• Select the lead form created for your campaign.

After selecting the account and lead form, click on ‘Save and Send Test Request’ to capture the latest lead information. This step ensures that the integration is set up correctly.

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4. Configuring the Action Step with WhatsApp Cloud API

Now that the trigger is set, the next step is to configure the action to send WhatsApp messages. For this, select ‘WhatsApp Cloud API’ as your action application in Pabbly Connect.

Choose the action event as ‘Send Template Message.’ Click on ‘Connect’ and enter the required details such as the token, phone number ID, and WhatsApp Business Account ID. These details are essential for establishing a connection with the WhatsApp Cloud API.

Paste the token you generated from the WhatsApp Cloud API setup. Enter the phone number ID and WhatsApp Business Account ID.

After filling in the details, click on ‘Save’ to establish the connection. You will then need to specify the template name and map the recipient’s mobile number and other variables from the previous step.

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5. Testing the Automation Setup

With the action step configured, it’s essential to test the automation to ensure everything works as expected. In the recipient mobile number field, map the phone number of the lead captured from the LinkedIn form.

Once you have mapped all necessary fields, click on ‘Save and Send Test Request.’ This will send a test WhatsApp message to the specified number. After executing this step, check your WhatsApp to confirm receipt of the message.

If the test message is received successfully, your automation is fully functional. This setup allows you to automate the process of sending WhatsApp messages to new leads generated from LinkedIn Lead Gen Forms using Pabbly Connect.

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, automating WhatsApp messages for LinkedIn Lead Gen Forms leads using Pabbly Connect streamlines your communication process. By following the steps outlined in this tutorial, you can enhance your lead conversion efforts efficiently.

Learn how to automate the creation of Pipedrive contacts from Zoom meeting registrants using Pabbly Connect. Follow our detailed 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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Accessing Pabbly Connect for Integration

To start the automation process, access Pabbly Connect in your browser. This platform allows you to connect various applications seamlessly, including Zoom and Pipedrive.

If you don’t have an account, click on the ‘Sign Up for Free’ button to create one. You will receive 100 free tasks every month, which is quite beneficial for testing your integrations.

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Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on ‘Create Workflow’. Here, you will name your workflow, such as ‘Create Pipedrive Person from Zoom Meeting Registrant’.

Next, select the folder where you want to save this workflow. For instance, if you have a folder named ‘Automation’, choose that. After naming and selecting your folder, click on ‘Create’ to move to the next step.

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Setting Up the Trigger with Zoom

In this section, you will set up the trigger for your workflow using Pabbly Connect. Click on the trigger application and select Zoom from the list. Then, choose the event type as ‘New Meeting Registrant’.

To connect Zoom with Pabbly Connect, click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to enter a token, which you can obtain by creating a new app in the Zoom Marketplace. Follow the steps to generate this token.

• Log into your Zoom account.
• Navigate to Admin > Advanced > App Marketplace.
• Create a new app and select ‘General App’.

After generating the token, copy it back to Pabbly Connect and click ‘Save’. This establishes the trigger connection.

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Configuring the Action to Create a Person in Pipedrive

The next step involves configuring the action in Pabbly Connect. Choose Pipedrive as your action application and select ‘Create a Person’ as the action event.

To connect Pipedrive with Pabbly Connect, you will need an API token. Log into your Pipedrive account, go to your profile settings, and generate a new API token.

• Go to Profile > Personal Preferences > API.
• Generate a new API token.
• Copy the token and paste it in Pabbly Connect.

After saving the connection, you can now map the details from the Zoom registrant to the Pipedrive fields. This includes first name, last name, and email address.

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Testing the Integration

Now that your workflow is set up in Pabbly Connect, it’s time to test it. Create a new registration in Zoom for your meeting. Once you register, Pabbly Connect will automatically receive the registrant’s details.

To verify the integration, check your Pipedrive account to see if the new person was created. You should see the details of the registrant, confirming that the automation works correctly.

With this setup, every time a new registrant signs up for your Zoom meeting, their information will be automatically added to Pipedrive, allowing you to manage leads effectively without manual input.

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Conclusion

Using Pabbly Connect to automate the creation of Pipedrive contacts from Zoom meeting registrants streamlines your workflow. This integration saves time and enhances lead management efficiency, enabling personalized outreach and improved conversion rates.

Learn how to integrate Mailercloud with Elementor forms using Pabbly Connect. This step-by-step tutorial covers setting up workflows to automate subscriber updates. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

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1. Introduction to Pabbly Connect for Mailercloud Integration

Pabbly Connect is a powerful automation tool that helps you integrate various applications seamlessly. In this tutorial, we will use Pabbly Connect to connect Elementor forms with Mailercloud, allowing you to create or update subscribers automatically upon form submissions. This integration simplifies your workflow and saves valuable time.

To start, log in to your Pabbly Connect account. If you don’t have an account, you can sign up for free and explore its features. Once logged in, you will be directed to the dashboard, where you can create a new workflow to begin the integration process.

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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 at the top right corner of the dashboard. You will be prompted to name your workflow. For this integration, name it ‘Create or Update Mailercloud Subscriber on Elementor Form Submission’ and select a folder for organization.

• Click on the ‘Create’ button to finalize the workflow.
• You will see options for setting up a trigger and an action in your workflow.

Next, select your trigger application as Elementor. This is essential because you want to capture new leads from your Elementor form submissions. Choose the trigger event as ‘New Form Submission’ to ensure that every time a form is submitted, the workflow is activated.

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3. Setting Up the Elementor Trigger

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is crucial for connecting your Elementor form to the workflow. Copy this URL, as you will need to paste it into your Elementor form settings.

Now, navigate to your WordPress dashboard, where Elementor is installed. Open the page containing your form and click on ‘Edit with Elementor’. Select the form element and go to the ‘Actions After Submit’ section. Here, add the action ‘Webhook’ and paste the copied webhook URL into the designated field.

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4. Configuring the Mailercloud Action

Once your trigger is set up, it’s time to configure the action step in Pabbly Connect. Select Mailercloud as your action application and the event as ‘Create or Update Subscriber’. This step is crucial as it determines how the data from your Elementor form will be handled.

To connect Mailercloud with Pabbly Connect, you will need to enter your Mailercloud API key. Log in to your Mailercloud account, go to your profile, and create a new API key under the integrations section. Copy this key and return to Pabbly Connect to enter it in the API key field. Select the list where you want to add or update subscribers, which in this case is the ‘Website Leads’ list.

• Map the required fields such as email address, first name, and last name from the Elementor form submission.
• Leave optional fields blank unless you wish to include them.

After mapping the fields, click on ‘Save and Send Test Request’ to ensure that the integration is working correctly. If successful, you will see a confirmation message indicating that the subscriber has been created or updated in Mailercloud.

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5. Testing the Integration

To ensure everything is functioning as intended, it’s important to test the integration using Pabbly Connect. Go back to your Elementor form and submit a test entry with dummy data. For instance, enter a first name, last name, email, and other relevant details.

After submitting the form, return to Pabbly Connect to check if the webhook has received the data. You should see the test submission reflected in your workflow. If everything is set up correctly, the new subscriber will appear in your Mailercloud account under the specified list.

Repeat this process for additional test submissions to confirm that your automation is reliable and consistently updates Mailercloud subscribers as expected. This ensures that your lead capture process is both efficient and effective.

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Conclusion

By following this tutorial, you have successfully learned how to use Pabbly Connect to create or update Mailercloud subscribers through Elementor form submissions. This integration streamlines your workflow and enhances your ability to engage with potential clients effectively.

Learn how to automate Google Forms submissions into MongoDB with Pabbly Connect in this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

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1. Setting Up Pabbly Connect for Google Forms to MongoDB Integration

To start the integration process, you need to access Pabbly Connect. This platform allows you to automate workflows seamlessly. First, sign up for a free account on Pabbly Connect, which can be done in just a few minutes.

Once you have logged into your Pabbly Connect dashboard, you will need to create a new workflow. Click on the ‘Create Workflow’ button, name it something relevant like ‘Google Forms to MongoDB’, and select a folder for your workflow.

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2. Trigger Setup in Pabbly Connect Using Google Forms

The next step is to set up the trigger for your automation. In the trigger window of Pabbly Connect, search for Google Forms and select it as your app. Choose the trigger event as ‘New Response Received’. This setup ensures that every time a new submission is made on your Google Form, it will trigger an action in Pabbly Connect.

• Select Google Forms in the trigger setup.
• Choose ‘New Response Received’ as the trigger event.
• Copy the webhook URL generated by Pabbly Connect.

After copying the webhook URL, go to your Google Form. Ensure that the last question is marked as required. This is essential for the integration to work properly. Then, link the Google Form to a new Google Sheet, which will store the responses.

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3. Linking Google Sheets with Pabbly Connect

To effectively send data from Google Forms to MongoDB, you need to link Google Sheets with Pabbly Connect. Open the Google Sheet that is linked to your Google Form. Navigate to ‘Extensions’ and then to ‘Add-ons’. Search for the Pabbly Connect Webhooks add-on and install it if you haven’t already.

After installation, refresh the Google Sheet and go back to the Extensions menu. Select Pabbly Connect Webhooks, and then click on ‘Initial Setup’. Here, enter the webhook URL you copied earlier, select the sheet, and define the trigger column where new responses will be recorded.

• Enter the webhook URL in the setup box.
• Select the relevant Google Sheet.
• Define the trigger column for form responses.

Once you complete these steps, click on ‘Submit’ to finalize the setup. This will ensure that every new form submission is sent to Pabbly Connect for processing.

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4. Action Setup to Send Data to MongoDB

With the trigger set, you can now configure the action step to send data to MongoDB using Pabbly Connect. In the action window, search for MongoDB and select it. Choose the action event as ‘Create Record’. This step is crucial as it will determine how the form responses are recorded in your MongoDB database.

Next, you will need to connect your MongoDB account to Pabbly Connect. Enter your MongoDB connection string, including the username, password, and database name. This connection string is vital for ensuring that Pabbly Connect can communicate with your MongoDB database.

Select MongoDB as your action app. Choose ‘Create Record’ as the action event. Enter your MongoDB connection details accurately.

After entering the necessary details, click on ‘Save’. This will ensure that the data from Google Forms is now being sent to your MongoDB database every time a new response is received.

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5. Testing the Integration

To ensure that everything is working correctly, you should test the integration you set up with Pabbly Connect. Go back to your Google Form and submit a test response. After submitting, check your Google Sheet to confirm that the response has been recorded.

Next, open your MongoDB database and refresh it. You should see the new record added with the details from your test submission. This confirms that the integration is functioning as intended, successfully transferring data from Google Forms to MongoDB through Pabbly Connect.

Finally, make sure to test with different form submissions to ensure reliability. Pabbly Connect allows you to automate this process efficiently, saving you time and effort.

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Conclusion

In this tutorial, you learned how to automate Google Forms submissions into MongoDB using Pabbly Connect. By following the exact steps outlined, you can efficiently manage user feedback and enhance your data collection processes. Pabbly Connect simplifies this integration, making it a valuable tool for any user.

Learn how to seamlessly integrate IndiaMART leads into Salesforce for the Media, PR & Publishing industry using Pabbly Connect. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for IndiaMART Leads

To automate the process of adding IndiaMART leads to Salesforce, we will use Pabbly Connect. First, visit the Pabbly Connect homepage at Pabbly.com/sl/connect. Here, you can sign up for a free account or log in if you are an existing user.

Once logged in, you will see the dashboard. To create a workflow for integrating IndiaMART leads with Salesforce, click on the ‘Create Workflow’ button at the top right corner. Name your workflow appropriately, such as ‘Add IndiaMART Leads to Salesforce’ and choose a folder for organization.

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2. Creating the Trigger for IndiaMART Leads

After setting up your workflow in Pabbly Connect, the next step is to create a trigger for IndiaMART. Select IndiaMART as your trigger application. This will allow Pabbly Connect to listen for new leads from your IndiaMART account.

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

In the Lead Manager, choose the ‘Import/Export Leads’ option, and select ‘Push API’. Here, you will enter the webhook URL you copied earlier and set the CRM platform name as Pabbly Connect. After saving the details, generate an OTP and enter it to complete the setup.

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3. Testing the Webhook for IndiaMART

Now that the trigger is set up, it’s essential to test the webhook to ensure it captures leads correctly. In Pabbly Connect, you will see that it is waiting for a webhook response. To generate a test lead, go back to your IndiaMART account and click on the ‘Test Your Webhook Listener URL’ button.

• Click the test button to send a test lead to Pabbly Connect.
• Check the response in Pabbly Connect to ensure it reflects the test lead details.

Upon receiving a successful response, you will see details such as the sender’s name, email, and query message. This confirms that the webhook is functioning correctly and that Pabbly Connect is ready to process leads as they come in.

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4. Setting the Action to Create a Lead in Salesforce

With the trigger successfully tested, the next step is to set up the action in Pabbly Connect to create a lead in Salesforce. Select Salesforce as your action application and choose the ‘Create a Lead’ action event.

To connect Salesforce with Pabbly Connect, click on ‘Connect’ and then select ‘Add New Connection’. Provide the necessary permissions to allow Pabbly Connect to access your Salesforce account. Once authorized, you will be able to map the data from the IndiaMART lead to the fields in Salesforce.

Map the lead’s name, email, and phone number from the webhook response. Select the lead source as ‘Web’ and set the status to ‘Open’.

After mapping the required fields, click on ‘Save and Send Test Request’ to create a lead in Salesforce. You should receive a confirmation that the lead was created successfully, indicating that the integration is complete.

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5. Conclusion: Automating IndiaMART Leads to Salesforce with Pabbly Connect

In this tutorial, we demonstrated how to integrate IndiaMART leads into Salesforce using Pabbly Connect. By automating this process, you can save time and ensure that no leads are missed, allowing for a more efficient sales process.

With Pabbly Connect, you can easily manage leads from IndiaMART, ensuring they are promptly added to your Salesforce account for better tracking and follow-up. This integration streamlines your workflow and enhances productivity in the Media, PR, and Publishing industry.

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Learn how to automate WhatsApp messages to IndiaMART leads using Pabbly Connect in the Media, PR & Publishing industry. Step-by-step tutorial included. 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. Accessing Pabbly Connect for Automation

To send automated WhatsApp messages to IndiaMART leads, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website. If you are a new user, you can sign up for free to get started.

Once on the landing page, click on the sign-in button to access your dashboard. If you are a new user, click on ‘sign up for free’ to create an account. After logging in, you will see various Pabbly applications, but today we will focus on Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

Now that you have accessed Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in.

• Name your workflow: ‘Send WhatsApp Messages to IndiaMART Leads’.
• Choose the folder: Select the ‘Automations’ folder.
• Click on ‘Create’ to proceed.

After creating the workflow, you will enter the workflow window where you can set up the trigger and action. Here, you will select IndiaMART as the trigger application, which will initiate the workflow when a new lead is captured.

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3. Setting Up the Trigger for IndiaMART Leads

In this section, you will set up the trigger for your workflow using Pabbly Connect. Search for IndiaMART in the trigger application search bar and select it. Choose the trigger event as ‘New Lead’ to ensure the workflow starts when a new inquiry is received.

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

• Go to ‘Import/Export Leads’ from the three dots.
• Select ‘IndiaMART Leads Push API’.
• Set the source as ‘Other’ and enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied webhook URL and click ‘Save Details’.

After saving, you will generate an OTP for verification. Enter the OTP to finalize the connection between your IndiaMART account and Pabbly Connect.

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4. Sending WhatsApp Messages Using Pabbly Connect

With the trigger set up, the next step is to send WhatsApp messages using Pabbly Connect. For this, you will select WhatsApp Cloud API as your action application. Choose the action event as ‘Send Template Message’ to automate the message sending process.

When prompted, you can either select an existing connection or create a new connection. If you are creating a new connection, you will need to enter the access token, phone number ID, and WhatsApp Business Account ID from your WhatsApp Cloud API setup.

Copy and paste the access token, phone number ID, and WhatsApp Business Account ID into the respective fields. Select the template name you created earlier for the WhatsApp message. Map the recipient mobile number from the previous response to ensure dynamic message sending.

Once you have filled in all the necessary details, click on ‘Save and Send Request’. This will send an automated WhatsApp message to the lead as soon as they submit an inquiry through IndiaMART.

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5. Testing and Verifying the Workflow

After setting up the workflow in Pabbly Connect, it is essential to test and verify that everything works correctly. Perform a test submission by filling out a dummy inquiry in your IndiaMART account. This will trigger the workflow and ensure that the WhatsApp message is sent successfully.

Check your WhatsApp to verify that the message has been received. You should see a message that acknowledges the lead’s inquiry, confirming that the integration is functioning as intended.

In summary, by using Pabbly Connect, you have successfully automated the process of sending WhatsApp messages to IndiaMART leads. This integration not only saves time but also helps in nurturing leads effectively.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send automated WhatsApp messages to IndiaMART leads for the Media, PR & Publishing industry. This seamless integration enhances communication and improves lead management.

Learn how to automate the creation or updating of Keap contacts with Cognito Forms submissions using Pabbly Connect. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create or update Keap contacts through Cognito Forms submissions, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect homepage by entering the URL in your browser.

Once on the homepage, you will see options to either sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to create an account, which only takes 2 minutes. Existing users should click on ‘Sign in’ to log into their accounts and access the dashboard.

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2. Creating a Workflow in Pabbly Connect

After signing into your account, navigate to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow.

• Name the workflow as ‘Create or Update Keap Contact on Cognito Form Submission’
• Select the appropriate folder for your workflow
• Click on ‘Create’ to proceed

Once created, you will see a blank workflow interface with two main sections: Trigger and Action. The Trigger section is where you will select Cognito Forms as your trigger application, while the Action section will involve selecting Keap as your action application.

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3. Setting Up Cognito Forms as Trigger

The next step is to set up Cognito Forms in the Trigger section of Pabbly Connect. Select Cognito Forms as your trigger application and choose the ‘New Entry’ trigger event. This event will initiate the workflow each time a new form submission occurs.

Upon selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used to connect your Cognito Forms to Pabbly Connect. Next, go to your Cognito Forms account and select the form you wish to connect. In the settings, enable the option to post data to a website and paste the copied webhook URL into the endpoint field.

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4. Testing the Integration with Test Submissions

After setting up the webhook, it’s time to test the integration. Go back to your Cognito Forms and submit a test entry. Fill in the required fields such as name, email, phone number, and city. Once you submit the form, return to Pabbly Connect to check if the response has been captured successfully.

If the response shows all the details correctly, the connection between Cognito Forms and Pabbly Connect is successful. The next step is to set up the action in your workflow, which will involve adding or updating the contact in Keap.

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5. Configuring Keap Action to Create or Update Contact

In the Action section of Pabbly Connect, select Keap as the application and choose the ‘Create or Update Contact’ action event. Click on ‘Connect’ to establish a connection between Keap and Pabbly Connect. If prompted, allow Pabbly Connect access to your Keap account.

After successful authorization, you will need to map the fields from the Cognito Forms submission to the respective fields in Keap. For example, map the email, first name, last name, city, and phone number. Click on ‘Save and Send Test Request’ to finalize the setup. Check your Keap account to confirm that the new contact has been created or updated successfully.

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Conclusion

Integrating Cognito Forms with Keap using Pabbly Connect allows businesses to automate lead management efficiently. This step-by-step guide ensures that every form submission results in immediate contact creation or updating in Keap, streamlining your CRM processes.

Learn how to automate WhatsApp messages using Pabbly Connect for Elementor form submissions. Step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To send automated WhatsApp messages on Elementor form submission, we will use Pabbly Connect. First, visit the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free, which includes 100 free tasks every month.

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

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2. Creating a Workflow in Pabbly Connect

In this step, we will create a workflow to automate WhatsApp messaging. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow.

• Enter ‘Send Automated WhatsApp Message on Elementor Form Submission using AiSensy’ as the workflow name.
• Select a folder to save your workflow, such as ‘Elementor Automations’.
• Click on the ‘Create’ button to finalize the workflow.

After creating the workflow, you will see two sections labeled ‘Trigger’ and ‘Action’. This is where you will set up the automation process using Pabbly Connect.

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3. Setting Up the Trigger in Pabbly Connect

The first step in your automation is to set up the trigger. For this integration, select ‘Elementor’ as your trigger application. The trigger event to choose is ‘New Form Submission’. This means that every time a new form is submitted via Elementor, it will trigger the workflow.

After selecting the trigger application and event, Pabbly Connect will generate a unique webhook URL. This URL is crucial as it will connect Elementor to Pabbly Connect. Copy this URL for the next steps.

Next, log into your Elementor account and open the form you created. Go to the ‘Actions After Submit’ section of the form settings and add a new action named ‘Webhook’. Paste the webhook URL you copied earlier. Click on the ‘Publish’ button to save your changes. This connects your Elementor form to Pabbly Connect.

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4. Testing the Integration with Pabbly Connect

Now that we’ve set up the trigger, it’s time to test if the integration works. Go back to your Elementor form and perform a test submission. Fill in the required fields like first name, last name, email, and phone number, then click on the ‘Send’ button.

After submitting the form, return to your Pabbly Connect workflow. You should see that it captures the response from the form submission. This indicates that Elementor is successfully connected to Pabbly Connect. The captured data will include all the fields you submitted.

Once you confirm that the response is captured, you can proceed to set up the action step for sending WhatsApp messages using AiSensy. This will ensure that every new form submission triggers an automated WhatsApp message.

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5. Setting Up Action to Send WhatsApp Messages

For the action application, select ‘WhatsApp by AiSensy’. Choose the action event as ‘Send Template Message’. Click on the ‘Connect’ button, and a window will prompt you to add a new connection. using Pabbly Connect

• You will need to enter your API key from your AiSensy account to establish this connection.
• After entering the API key, click on the ‘Save’ button.
• Next, specify the campaign name and select the template you created for your WhatsApp messages.

Map the mobile number and the customer’s name from the previous step to ensure that the WhatsApp message is personalized. After filling in all required fields, click on the ‘Save and Send Test Request’ button. If successful, you will receive a confirmation that the message has been sent.

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Conclusion

Automating WhatsApp messages on Elementor form submission using Pabbly Connect streamlines communication with potential clients. By following these steps, you can ensure timely responses and enhance customer engagement effectively.

Learn how to automate subscriber creation in Kit with Jotform submissions using Pabbly Connect. Step-by-step guide for seamless integration. 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 Integration

To create a Kit subscriber on Jotform submission, we will use Pabbly Connect. First, navigate to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. After reaching the landing page, you will need to sign in to your account. If you are a new user, click on ‘Sign up for free’ to get started.

Once you log in, you will be directed to the Pabbly Connect dashboard. Here, you can manage your workflows and integrations. To begin, click on the ‘Create Workflow’ button. Name your workflow as ‘Create Kit Subscriber on Jotform Submission’ and select a folder for organization. This sets the stage for integrating Jotform with Kit through Pabbly Connect.

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2. Setting Up Jotform as the Trigger Application

In this step, we will configure Jotform as the trigger application in Pabbly Connect. After naming your workflow, you will see two boxes for setting up the trigger and action. Select Jotform as the trigger application and choose ‘New Response’ as the trigger event. This means that whenever a new form is submitted in Jotform, it will trigger the workflow.

• Select Jotform as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the provided webhook URL for integration.

Next, you will need to integrate this webhook URL into Jotform. Go to your Jotform account, select the form you want to use, and click on ‘Settings’. Then navigate to ‘Integrations’ and select ‘Webhook’. Paste the copied URL into the field and complete the integration. This step ensures that every new submission in Jotform is sent to Pabbly Connect.

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3. Testing the Webhook Connection

After setting up the webhook, it is essential to test the connection to ensure everything is working correctly. In Pabbly Connect, you will see a message indicating it is waiting for a response from the webhook. To test this, go back to Jotform and submit a test form with dummy data.

Once you submit the form, return to Pabbly Connect. If the data from the test submission appears in the webhook response, it indicates a successful connection. This confirms that the integration is functioning as expected and that Jotform submissions will trigger actions in Pabbly Connect.

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4. Setting Up Kit as the Action Application

Now that we have confirmed the connection, it’s time to set Kit as the action application in Pabbly Connect. Select Kit from the action application list and choose ‘Tag a Subscriber’ as the action event. This allows us to create a subscriber in Kit whenever a new form submission is received from Jotform.

• Select Kit as the action application.
• Choose ‘Tag a Subscriber’ as the action event.
• Enter your API key and secret from your Kit account.

To obtain your API key, log in to your Kit account, navigate to your profile, and access the settings. Here, you will find the API key and secret. Copy these values back into Pabbly Connect to establish the connection. After entering the required details, select the appropriate tag for the subscriber and map the fields from the Jotform submission to the Kit fields. This ensures that the subscriber information is dynamically populated.

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5. Finalizing and Testing the Integration

With both Jotform and Kit configured, it’s time to finalize the integration in Pabbly Connect. Once you have mapped all necessary fields, click on ‘Save and Send Test Request’. This will send a test request to Kit to create a subscriber using the data from the Jotform submission.

Check your Kit account to confirm that the subscriber has been created successfully. If everything is set up correctly, you should see the new subscriber listed under the specified tag. This final step validates that the automation is functioning as intended, allowing you to manage subscribers efficiently through Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to create a Kit subscriber on Jotform submission using Pabbly Connect. By following these steps, you can automate the process of subscriber creation, ensuring that your leads are managed effectively. This integration not only saves time but also enhances your event management process.

Learn how to integrate TagMango leads into SendGrid as contacts using Pabbly Connect in this detailed step-by-step tutorial. 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. Setting Up Pabbly Connect for Integration

To integrate TagMango leads with SendGrid, the first step is to set up Pabbly Connect. This platform automates the process of transferring leads from TagMango to SendGrid. Begin by signing up for a free account on Pabbly Connect, which can be done quickly via the provided link.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow that will facilitate the connection between TagMango and SendGrid. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘TagMango to SendGrid.’ Select a folder for organization and click ‘Create’.

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2. Configuring the Trigger with TagMango

The next step involves configuring the trigger for your workflow in Pabbly Connect. In the trigger window, select TagMango as the app. Choose the trigger event as ‘Lead Capture’. This setup allows Pabbly Connect to listen for new leads generated from your TagMango landing page.

• Search for TagMango in the app selection.
• Select ‘Lead Capture’ as the trigger event.
• Connect your TagMango account by entering the API key found in your TagMango settings.

After connecting, select the specific landing page from which you want to capture leads. Click ‘Save’ and then ‘Send Test Request’ to ensure everything is working correctly. Once the test response is captured, you will see the lead details ready for mapping in the next step.

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3. Setting Up the Action to SendGrid

Now, it’s time to set up the action step in Pabbly Connect where you will send the captured lead details to SendGrid. In the action window, search for SendGrid and select it as your app. Choose the action event as ‘Add or Update Contact’. This action will ensure that new leads from TagMango are added as contacts in SendGrid.

• Connect your SendGrid account using the API key generated in your SendGrid settings.
• Select the contact list in SendGrid where you want to add the new leads.
• Map the lead details from the TagMango trigger to the corresponding fields in SendGrid.

After mapping the necessary fields such as email, name, and city, click ‘Save and Send Test Request’. This will send the lead information to SendGrid, confirming that your integration is functional.

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4. Testing the Integration Workflow

After setting up the action, it’s crucial to test the integration workflow you created using Pabbly Connect. Go back to your TagMango landing page and enter the details of a test lead. For instance, use a name like ‘Test User’ with an email and phone number.

Once you submit the form, check your TagMango account to ensure the lead has been recorded. Then, return to Pabbly Connect and observe the trigger step to see if the test lead details have been captured successfully. If the details appear, it indicates that the trigger is functioning properly.

Next, verify in your SendGrid account that the test lead has been added to the selected contact list. You should see the new contact with the same details you entered in TagMango. This confirms that the entire workflow is operating as intended.

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5. Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to seamlessly integrate TagMango leads into SendGrid as contacts. By following the outlined steps, you can automate the process of adding new leads to your email marketing list. This integration not only saves time but also enhances your lead management efficiency.

Utilizing Pabbly Connect allows for easy automation between various applications, ensuring your business operates smoothly and efficiently. Start your integration journey today!