How to Notify Team on Google Chat for Zoho Forms Submission Using Pabbly Connect

Learn how to automate notifications on Google Chat for Zoho Forms submissions using Pabbly Connect. Follow our step-by-step guide for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To notify your team on Google Chat for Zoho Forms submissions, the first step is accessing Pabbly Connect. This powerful integration platform allows you to automate workflows between different applications seamlessly.

Visit the Pabbly Connect website and sign in if you already have an account, or create a new one. Once logged in, you’ll be directed to the dashboard where you can manage all your integrations.


2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will then be prompted to name your workflow.

  • Name your workflow as ‘Notify Team on Google Chat for Zoho Form Submission.’
  • Select a folder for your workflow; you can create a new folder if necessary.

Click the ‘Create’ button to finalize your workflow setup. This will take you to the workflow interface where you can set up the trigger and action for your automation.


3. Setting Up Zoho Forms as the Trigger

The next step involves setting up Zoho Forms as the trigger application in your Pabbly Connect workflow. Select Zoho Forms and choose the trigger event as ‘New Form Submitted.’ This ensures that every time a new form submission is made, the workflow will be activated.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL, as you will need it to connect your Zoho Forms account.

  • Log into your Zoho Forms account and navigate to the form you wish to connect.
  • Go to Settings > Integrations and select Webhook.
  • Paste the webhook URL from Pabbly Connect and configure the content type to application/json.

After saving the changes, your Zoho Forms will be successfully connected to Pabbly Connect.


4. Testing the Integration with a Submission

Now that your trigger is set up, it’s time to test the integration. Go back to your Zoho Forms and submit a test response. Fill in the necessary fields such as name, email, and feedback, and submit the form.

Once you submit the form, return to Pabbly Connect. You should see that it has received the webhook response successfully, indicating that the integration is working as intended.

Check the response data in Pabbly Connect to ensure all fields are captured correctly. If everything looks good, proceed to set up the action step.

This test submission confirms that your Zoho Forms is properly linked to Pabbly Connect and ready to trigger notifications.


5. Notifying on Google Chat

The final step is to configure Google Chat as the action application in your Pabbly Connect workflow. Select Google Chat and choose the action event as ‘Create Message.’ This will allow you to send a notification to your team every time a new form is submitted.

To connect Google Chat, you will need to provide the webhook URL from your Google Chat settings. Go to your Google Chat workspace, create a new webhook, and copy the URL. Return to Pabbly Connect and paste the URL into the respective field.

Craft a message template that includes the details of the new form submission. Use dynamic fields from the Zoho Forms response to personalize the message.

After configuring the message, click ‘Save and Send Test’ to verify that the notification is sent successfully to Google Chat. If everything is set up correctly, your team will receive alerts for new feedback submissions directly in Google Chat.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate notifications on Google Chat for Zoho Forms submissions. By following these steps, you can ensure your team is always updated with client feedback, enhancing communication and workflow efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create Pipedrive Person on Google Forms Submission Using Pabbly Connect

Learn how to automate the creation of Pipedrive persons from Google Forms submissions using Pabbly Connect in this detailed tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Automation

To start integrating Google Forms with Pipedrive, access Pabbly Connect by opening a new tab in your browser and searching for Pabbly Connect. This platform enables seamless automation without the need for coding skills.

If you don’t have an account yet, click on the ‘Sign Up for Free’ button. This process takes just a couple of minutes and provides you with 100 free tasks every month. If you already have an account, simply click on ‘Sign In’ to access your dashboard.


2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow according to its function, such as ‘Create Pipedrive Person on Google Forms Submission’. This helps in identifying the purpose of the workflow later.

  • Click on ‘Create’ to proceed to the next step.
  • Select the appropriate folder where you want to save this workflow.
  • Ensure that your workflow is named clearly for easy identification.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger will be set to Google Forms, which will initiate the workflow every time a new form submission occurs.


3. Setting Up Google Forms as a Trigger

In this step, you will configure the trigger in Pabbly Connect. Search for Google Forms in the trigger application section and select it. The trigger event you will choose is ‘New Response Received’.

Once selected, you will need to connect Google Forms to Pabbly Connect using a webhook URL. Copy the provided webhook URL and navigate to your Google Forms. Ensure that your Google Form is linked to a Google Sheet, where all responses will be collected.

  • Go to the Google Sheets associated with your Google Form.
  • Access the ‘Extensions’ menu and find the Pabbly Connect Webhooks extension.
  • If you don’t have the extension, install it from the Google Workspace Marketplace.

After installing, refresh your spreadsheet and set up the initial configuration to connect your Google Sheet to Pabbly Connect. This will allow new form submissions to trigger the workflow.


4. Connecting Pipedrive as an Action

Now that you have set up Google Forms as a trigger, it’s time to set Pipedrive as the action in Pabbly Connect. Search for Pipedrive in the action application section and select it. The action event to choose is ‘Create Person’.

You will need to connect Pipedrive to Pabbly Connect using an API token. To get this token, log into your Pipedrive account, navigate to your profile, and find the API section under personal preferences. Generate a new API token, copy it, and paste it into Pabbly Connect.

Map the required fields from your Google Forms response to the corresponding fields in Pipedrive. Ensure that you fill in the first name and last name using the full name provided in the form. You can use the Text Formatter by Pabbly Connect to split the full name into first and last names.

Once all details are mapped correctly, you can test the action to confirm that a new person is created in Pipedrive based on the Google Forms submission.


5. Testing the Integration

To finalize the setup, you need to test the integration. Go back to your Google Form and make a new test submission. Fill in the fields with sample data and submit the form. This action should trigger the workflow in Pabbly Connect.

After submitting the form, check your Google Sheets to ensure the new response appears. Then, switch back to Pabbly Connect and confirm that the webhook response has been received. This will indicate that your integration is functioning correctly.

Verify that the new lead details have been captured in Pipedrive. Ensure that all fields are correctly populated as per the Google Forms submission. Repeat the test with different data to ensure reliability.

Once confirmed, your automation is set up successfully. You can now create a new Pipedrive person automatically with each Google Forms submission, enhancing your lead management process.


Conclusion

In this tutorial, you learned how to create a Pipedrive person automatically from Google Forms submissions using Pabbly Connect. This integration streamlines your lead capture process, ensuring no potential customer is missed.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

With the steps outlined, you can easily set up this automation and enhance your workflow efficiency. Start using Pabbly Connect today to simplify your integrations!

How to Add Zoom Meeting Registrant from LinkedIn Lead Gen Forms Leads Using Pabbly Connect

Learn how to automate adding Zoom meeting registrants from LinkedIn Lead Gen Forms leads using Pabbly Connect. Follow this step-by-step guide for seamless integration. 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


1. Accessing Pabbly Connect for Automation

To start adding Zoom meeting registrants from LinkedIn Lead Gen Forms leads, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect. This platform facilitates the automation process seamlessly.

Once on the Pabbly Connect landing page, you have two options: sign in or sign up for free. If you don’t have an account, click the ‘Sign Up for Free’ button, which takes only two minutes to complete. If you already have an account, simply sign in to access your dashboard.


2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button to initiate this process. You will be prompted to name your workflow, which could be something like ‘Add Zoom Meeting Registrant from LinkedIn Lead Gen Forms Leads’.

  • Click on ‘Create’ to proceed to the workflow setup.
  • You will see two boxes labeled ‘Trigger’ and ‘Action’.
  • Set up your trigger first, which will be LinkedIn Lead Gen Forms.

In the trigger section, search for ‘LinkedIn Lead Gen Forms’ and select it. You will then choose the trigger event, which is ‘New Lead Gen Form Response’. This setup allows Pabbly Connect to listen for new leads generated through your LinkedIn campaigns.


3. Connecting LinkedIn Lead Gen Forms with Pabbly Connect

To connect LinkedIn Lead Gen Forms with Pabbly Connect, click on ‘Connect’ and select ‘Add New Connection’. This step is crucial as it establishes the link between your LinkedIn account and Pabbly Connect.

After connecting, you will need to select your account from the drop-down menu. Choose the account where your ad campaign is running. Next, select the specific lead form you created for your campaign to ensure accurate data retrieval.

  • Open your LinkedIn Lead Gen Forms account.
  • Navigate to the campaign where your ad is running.
  • Generate a test lead to see how the integration works.

Fill out the test lead form with the necessary details, such as first name, last name, email, and phone number. After submitting, return to Pabbly Connect to confirm the receipt of the lead data.


4. Setting Up Zoom Action in Pabbly Connect

Now that you have your trigger set up, it’s time to configure the action that will take place in Zoom. In the action tab, search for ‘Zoom’ and select it. The action event you need to choose is ‘Add Meeting Registrant’. This action will add the lead as a registrant for your specified Zoom meeting.

Click on ‘Connect’ and then select ‘Add New Connection’ to link Zoom with Pabbly Connect. If you are already logged into your Zoom account, the connection will be established automatically.

Select the specific meeting for which you want to add the registrant. Map the lead details from LinkedIn to the Zoom registration fields. Ensure all required fields are filled accurately.

Mapping is crucial as it allows the data from the lead generated in LinkedIn to be transferred to Zoom. After mapping, click on ‘Save & Send Test’ to verify the integration.


5. Testing the Integration and Confirmation

After completing the mapping in Pabbly Connect, it’s essential to test the integration. Click on the ‘Save & Send Test’ button to send the information to Zoom. If the setup is correct, you will receive a registration ID, confirming that the lead has been successfully added to your Zoom meeting.

To verify, log into your Zoom account and navigate to your meetings section. Open the meeting for which you added the registrant and check the registration list. You should see the newly added registrant’s details there, confirming the successful integration.

Ensure that all lead details are accurate and complete. You can now automate this process for future leads. This integration saves time and eliminates manual errors.

With this setup, every time a new lead is generated through LinkedIn, Pabbly Connect will automatically add them to your Zoom meeting, ensuring a seamless registration process.


Conclusion

In conclusion, using Pabbly Connect to automate the addition of Zoom meeting registrants from LinkedIn Lead Gen Forms leads streamlines your workflow. This integration not only saves time but also minimizes errors, enhancing your overall lead management process.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Add Zoom Meeting Registrant on Gravity Forms Submission Using Pabbly Connect

Learn how to integrate Zoom with Gravity Forms using Pabbly Connect to automate meeting registrations seamlessly. Follow our step-by-step guide for a smooth setup. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start integrating Zoom with Gravity Forms, first, access Pabbly Connect. This powerful automation tool allows seamless connections between different applications without coding. Simply visit the Pabbly website and log in to your account.

For new users, sign up for free to explore the features. Once logged in, navigate to the Pabbly Connect dashboard where you can create workflows connecting Gravity Forms and Zoom. This initial setup is crucial for automating your meeting registrations.


2. Creating a Workflow in Pabbly Connect

Now that you are logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow. For instance, you can title it ‘Add Zoom Meeting Registrant on Gravity Forms Submission’. This helps in identifying your automation easily.

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

After creating the workflow, you will be directed to the workflow window where you can set up the trigger and action. Remember, the trigger is what starts the workflow, and the action is what happens as a response.


3. Setting Up the Trigger for Gravity Forms

In this step, you will configure the trigger application in Pabbly Connect. Select ‘Gravity Forms’ as your trigger application. This means that whenever a new form submission occurs, it will trigger the workflow.

Next, choose the trigger event as ‘New Response’. This event will activate the workflow whenever a new entry is submitted. Pabbly Connect will provide you with a Webhook URL, which you will need to copy for the next steps.

  • Open your Gravity Forms account.
  • Edit the form you want to connect.
  • Navigate to Settings > Webhooks and add a new webhook.

Paste the copied Webhook URL into the designated field and set the request method to POST. This setup ensures that Gravity Forms sends the submission data to Pabbly Connect, which will then be processed for Zoom registration.


4. Testing the Trigger Setup with Gravity Forms

After configuring the webhook, you need to test the trigger setup in Pabbly Connect. To do this, submit a test entry through your Gravity Forms. Fill in the required fields and submit the form to generate a response.

Once the test submission is complete, return to your Pabbly Connect dashboard to check if the response has been captured. This step is essential to ensure that the connection between Gravity Forms and Pabbly Connect is functioning correctly.

Verify that Pabbly Connect has received the test submission data. Check the details captured, such as name, email, and other fields.

If the data appears correctly, you have successfully set up the trigger. This means that every time someone submits the Gravity Form, Pabbly Connect will capture the data and proceed to the next action.


5. Adding Zoom Registrant Action in Pabbly Connect

The final step is to set up the action in Pabbly Connect. Select ‘Zoom’ as your action application. This means that the workflow will now take the captured data from Gravity Forms and add it as a registrant in Zoom.

Choose the action event as ‘Add Meeting Registrant’. You will then need to connect your Zoom account to Pabbly Connect. Click on ‘Connect with Zoom’ and authorize the connection. Once connected, select the meeting for which you want to add the registrant.

Map the fields from the Gravity Forms submission to the Zoom registration fields. Ensure you include first name, last name, email, and other relevant details.

After mapping all necessary fields, click on ‘Save and Send Request’. This action will add the registrant to your Zoom meeting automatically. You can verify this by checking your Zoom account for the newly added registrant.


Conclusion

In this tutorial, we have demonstrated how to use Pabbly Connect to integrate Zoom with Gravity Forms. By automating the registration process, you can streamline your workflow and enhance user experience. With just a few steps, you can ensure that every new registration is captured and added to your Zoom meetings seamlessly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create or Update Encharge Person on Paperform Submission Using Pabbly Connect

Learn how to create or update an Encharge person on Paperform submission using Pabbly Connect. Follow our step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below


Accessing Pabbly Connect for Integration

To create or update an Encharge person on Paperform submission, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ into your browser. Once there, you will have the option to sign in or sign up for a free account, which provides you with 100 tasks monthly.

After signing in, navigate to the dashboard and click on Pabbly Connect to access the workflow area. Here, you can create new workflows that automate processes between applications like Paperform and Encharge. Click on the ‘Create Workflow’ button, name your workflow, and select a folder to save it in.


Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. The trigger will be a new form submission from Paperform. Select Paperform as your trigger application and choose the ‘New Form Submission’ event. This will initiate the workflow whenever a new form is submitted.

Once you select the trigger, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it acts as a bridge between Paperform and Pabbly Connect. Copy this URL and proceed to your Paperform account to configure it.

  • Go to your Paperform account and open the form you want to connect.
  • Click on the three dots and select ‘Edit’.
  • Navigate to ‘After Submission’ > ‘Integrations’ > ‘Webhooks’.
  • Add the webhook URL you copied from Pabbly Connect.

After entering the webhook URL, ensure that it triggers on ‘New Form Submission’. This setup allows Pabbly Connect to receive data from Paperform whenever a form is submitted.


Testing the Webhook Connection

After configuring the webhook in Paperform, you need to test the connection to ensure everything is working correctly. Open your Paperform in a new tab and fill out the form with dummy data. This submission will send data to Pabbly Connect via the webhook.

Once you submit the form, return to Pabbly Connect and check for the webhook response. You should see the captured data from your form submission. This confirmation indicates that the connection between Paperform and Pabbly Connect is successful.

  • Fill in fields like first name, last name, email, phone, and address.
  • Submit the form and verify that the data appears in Pabbly Connect.

If the data appears successfully, you can move on to the next step of creating an Encharge person using the data received from Paperform.


Configuring the Action in Pabbly Connect

Now that you have successfully tested the webhook, it’s time to set up the action step in Pabbly Connect. Select Encharge as your action application and choose the ‘Add or Update Person’ event. This action will create a new person in your Encharge account based on the data received from Paperform.

Click on the connect button to link your Encharge account with Pabbly Connect. If you have previously connected, you can select that connection; otherwise, create a new one and grant the necessary permissions. Once connected, you will need to map the fields from the Paperform response to the corresponding fields in Encharge.

Map the email address, first name, last name, and other relevant fields. Ensure that you use the mapping feature to keep data dynamic. Click on ‘Save and Send Test Request’ to check if the integration works.

After testing, you should see the new person created in your Encharge dashboard, confirming that the integration is working perfectly.


Conclusion

In this tutorial, we demonstrated how to create or update an Encharge person on Paperform submission using Pabbly Connect. By following the steps outlined, you can automate the process and ensure that every form submission leads to an updated contact in Encharge. This integration simplifies your workflow and enhances your data management.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Send WhatsApp Messages to IndiaMART Leads Using Pabbly Connect

Learn how to automate WhatsApp messages to IndiaMART leads in the metals and alloys business using Pabbly Connect. Follow this step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Automation

To send WhatsApp messages to IndiaMART leads, you first need to access Pabbly Connect. This platform allows you to automate the process of sending messages whenever a new lead is generated. 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 enjoy 100 free tasks every month.

After logging in, you’ll see the Pabbly Connect dashboard. Click on the ‘Access Now’ button to open the Pabbly Connect application. This is where you’ll create a workflow that connects IndiaMART with WhatsApp through Pabbly Connect.


2. Creating a Workflow in Pabbly Connect

Creating a workflow is essential for automating the WhatsApp messaging process. In Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear, prompting you to name your workflow. For this integration, name it ‘Send WhatsApp Message to IndiaMART Leads for Metals and Alloys Business’. using Pabbly Connect

  • Select a folder to save the workflow.
  • Click on the ‘Create’ button to finalize your workflow setup.

Once your workflow is created, you will have two main sections: Trigger and Action. The Trigger is what starts the automation, and the Action is what happens in response. In this case, the Trigger will be IndiaMART, and the Action will be sending a WhatsApp message using Pabbly Connect.


3. Setting Up the Trigger with IndiaMART

The next step is to set up the Trigger in your workflow. Select IndiaMART as your trigger application and choose ‘New Lead’ as the trigger event. This event will capture new leads generated from your IndiaMART account. Pabbly Connect will provide you with a unique webhook URL that you will need to copy. using Pabbly Connect

Now, log into your IndiaMART account. Go to the Lead Manager option and select ‘Import and Export Leads’. From there, navigate to the ‘Push API’ section. Select ‘Other’ as the source and paste the copied webhook URL from Pabbly Connect into the designated field. After saving the details, the webhook will be successfully added to your IndiaMART account.


4. Testing the Integration Between IndiaMART and Pabbly Connect

To ensure that everything is working correctly, you need to generate a test lead. Go back to your IndiaMART account and create a test lead by selecting a dummy product and submitting an inquiry. Fill in the necessary details, including the company name and inquiry message.

  • Check back in Pabbly Connect to see if the response from the test lead is captured.
  • You should see the details of the lead, including the name, phone number, and inquiry message.

If the response is captured successfully, it means that IndiaMART is connected to Pabbly Connect correctly, and the trigger is set up properly. This setup will allow you to send WhatsApp messages automatically whenever a new lead is generated.


5. Setting Up the Action to Send WhatsApp Messages

Now that the Trigger is set up, it’s time to define the Action. Select ‘AI Sensei’ as your action application and choose ‘Send Template Message’ as the action event. You will need to connect your AI Sensei account to Pabbly Connect by entering the API key from your AI Sensei account.

After connecting, specify the campaign name and map the mobile number and lead’s name to the respective fields. This mapping is crucial as it personalizes the WhatsApp message sent to each lead. Once everything is set, click on the ‘Save and Send Test Request’ button.

Upon successful execution, you will receive a positive response, confirming that the WhatsApp message has been sent. Check your WhatsApp to see the message delivered to the lead with the personalized content you created in the template. This integration through Pabbly Connect ensures that you can respond to inquiries efficiently and effectively.


Conclusion

In this tutorial, we explored how to automate sending WhatsApp messages to IndiaMART leads using Pabbly Connect. By setting up triggers and actions correctly, you can streamline your communication process and improve engagement with potential clients.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Add Zoom Registrant to SendGrid as Contact Using Pabbly Connect

Learn how to automate adding Zoom registrants to SendGrid contacts using Pabbly Connect. Step-by-step guide with detailed 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


1. Setting Up Pabbly Connect for Zoom and SendGrid Integration

To automate adding Zoom registrants to SendGrid as contacts, you first need to set up Pabbly Connect. Start by creating a free account on the Pabbly Connect dashboard. This platform will facilitate the integration between Zoom and SendGrid seamlessly.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Zoom to SendGrid’, and select the folder where you want to save this workflow. This initial setup is crucial for organizing your automations effectively.


2. Connecting Zoom to Pabbly Connect

The next step involves connecting your Zoom account to Pabbly Connect. In the trigger window, search for Zoom and select it. Then, choose the trigger event as ‘Configure Webhook’. This allows Pabbly Connect to receive data from Zoom whenever a new registrant signs up.

  • Select ‘Add New Connection’ to link Zoom with Pabbly Connect.
  • You will need to create a token from the Zoom Marketplace.
  • Follow the instructions provided in Pabbly Connect to build a Zoom app and retrieve the token.

After obtaining the token, paste it into the connection window in Pabbly Connect and click ‘Save’. This will establish the connection between your Zoom account and Pabbly Connect, enabling it to capture new registration details.


3. Setting Up the Webhook in Zoom

Once your Zoom account is connected to Pabbly Connect, you need to set up the webhook in Zoom. Copy the webhook URL provided by Pabbly Connect and navigate back to the Zoom app you created earlier. Here, you will enable event subscriptions for your app.

  • Turn on the event subscription and click ‘Add New Event Subscription’.
  • Select the method as ‘Webhook’ and name your subscription.
  • Choose the event ‘Meeting Registration Created’ to capture new registrants.

Paste the copied webhook URL into the event notification endpoint URL field and click ‘Save’. This step ensures that whenever someone registers for a Zoom meeting, the details are sent to Pabbly Connect.


4. Adding Registrants to SendGrid via Pabbly Connect

After setting up the webhook, it’s time to configure Pabbly Connect to add registrants to SendGrid. In the action step, search for SendGrid and select it. Choose the action event as ‘Add or Update Contact’. This will allow Pabbly Connect to send the registrant’s details to SendGrid. using Pabbly Connect

Click on ‘Add New Connection’ to link your SendGrid account with Pabbly Connect. You will need to provide your SendGrid API key, which can be found in your SendGrid account settings. After entering the API key, click ‘Save’ to connect SendGrid with Pabbly Connect.


5. Mapping Registrant Details to SendGrid

Once the connection is established, you’ll need to map the fields from Zoom to SendGrid. In Pabbly Connect, select the contact list where you want to add the registrants. For instance, choose the ‘Zoom Registrants’ list.

Then, map the necessary fields such as email, first name, last name, and city. This ensures that the correct information is sent to SendGrid. After mapping, click on ‘Save and Send Test Request’ to verify that the integration works correctly.

After registering a new participant in Zoom, you can check your SendGrid account to confirm that the registrant has been added successfully. This confirms that the automation through Pabbly Connect is functioning as intended.


Conclusion

Using Pabbly Connect, you can easily automate the process of adding Zoom registrants to SendGrid contacts. By following the steps outlined, you can ensure that every new registration is captured and added seamlessly, enhancing your marketing and communication efforts.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create Pipedrive Person from LinkedIn Lead Gen Forms Leads Using Pabbly Connect

Learn how to automate the creation of Pipedrive persons from LinkedIn Lead Gen Forms using Pabbly Connect in this detailed tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start automating the creation of Pipedrive persons from LinkedIn Lead Gen Forms, you first need to access Pabbly Connect. This platform allows seamless integration between various applications without requiring coding skills. Simply visit the Pabbly Connect website and sign in or create a new account to get started.

Once you are logged in, navigate to the dashboard where you can manage your workflows. Here’s how to proceed:

  • Click on the ‘Create Workflow’ button.
  • Name your workflow, such as ‘Create Pipedrive Person from LinkedIn Leads’.
  • Select a folder to save your workflow.

After setting up your workflow, you will see two boxes for trigger and action. This setup is essential for automating the process between LinkedIn Lead Gen Forms and Pipedrive using Pabbly Connect.


2. Setting Up the Trigger with LinkedIn Lead Gen Forms

The next step involves setting up the trigger application, which is LinkedIn Lead Gen Forms. This application will initiate the workflow whenever a new lead is generated. Select LinkedIn Lead Gen Forms as your trigger application and choose the event ‘New Lead Form Response’.

To connect LinkedIn Lead Gen Forms with Pabbly Connect, click on the ‘Connect’ button. If you do not have an existing connection, you will need to create a new one. Enter your LinkedIn credentials to authorize the connection. After successful authentication, you can select your LinkedIn account and the specific lead form you want to use.

Make sure to set the polling interval to 10 minutes, which means Pabbly Connect will check for new leads every 10 minutes. Once you’ve configured these settings, click ‘Save’ to finalize the trigger setup.


3. Filling Out the LinkedIn Lead Form

Now that your trigger is set up, you need to test it by filling out the LinkedIn Lead Gen Form. This step is crucial for ensuring that Pabbly Connect can capture the lead information correctly. Go to your LinkedIn campaign manager and find your lead form.

Fill out the form with the necessary details such as your email, phone number, first name, last name, and company name. After submitting the form, return to Pabbly Connect and click on ‘Save and Send Test Request’ to retrieve the lead’s information.

If the setup is correct, you should see the lead details appear in Pabbly Connect. This confirmation means that the connection between LinkedIn Lead Gen Forms and Pabbly Connect is working successfully and ready for the next step.


4. Creating a Person in Pipedrive

With the lead information captured, the next action is to create a person in Pipedrive. Select Pipedrive as your action application and choose the event ‘Create Person’. Click ‘Connect’ to establish a connection with Pipedrive.

To connect Pipedrive with Pabbly Connect, you will need to enter your API token. This token can be found in your Pipedrive account settings. Copy the API token and paste it into Pabbly Connect to establish the connection.

Once connected, map the lead details received from the LinkedIn form to the respective fields in Pipedrive. This includes the name, email, phone number, and any other relevant information. After mapping the fields, click on ‘Save and Send Test Request’ to create the person in Pipedrive. Check your Pipedrive account to confirm that the person has been added successfully.


5. Summary and Conclusion

In summary, we have successfully automated the process of creating a person in Pipedrive from LinkedIn Lead Gen Forms using Pabbly Connect. We started by accessing Pabbly Connect, setting up the trigger with LinkedIn Lead Gen Forms, and then filling out the lead form to test the connection.

Finally, we created a person in Pipedrive by mapping the lead details received from LinkedIn. This integration allows for efficient management of leads without manual effort. With Pabbly Connect, you can easily automate numerous workflows and enhance your productivity.

Conclusion

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

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.


In conclusion, using Pabbly Connect to create Pipedrive persons from LinkedIn Lead Gen Forms leads is a straightforward process that streamlines your lead management. By following the steps outlined in this tutorial, you can ensure a seamless integration that saves time and improves efficiency.

Integrating WooCommerce Order Details into MongoDB Using Pabbly Connect

Learn how to automate WooCommerce order details into MongoDB with Pabbly Connect. Follow this step-by-step tutorial to set up the integration effortlessly. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for WooCommerce and MongoDB Integration

To start integrating WooCommerce order details into MongoDB, first, you need to set up Pabbly Connect. This automation platform allows you to connect various applications seamlessly.

Begin by signing up for a free account on Pabbly Connect. After logging in, you will arrive at the dashboard where you can create your automation workflow. Click on the ‘Create Workflow’ button, give it a name like ‘WooCommerce to MongoDB’, and select a folder for your workflow.


2. Trigger Setup in WooCommerce Using Pabbly Connect

In this step, you will configure the trigger to receive new orders from WooCommerce. Start by selecting WooCommerce as the application in the trigger window of Pabbly Connect.

  • Choose ‘New Order Created’ as the trigger event.
  • Copy the webhook URL provided by Pabbly Connect.
  • Paste this URL into your WooCommerce settings under ‘Advanced’ > ‘Webhooks’.

After adding the webhook URL, ensure to activate it. This setup allows Pabbly Connect to listen for new orders placed on your WooCommerce store.


3. Testing the WooCommerce Trigger in Pabbly Connect

Once the webhook is set, it’s essential to test the trigger. Place a new order on your WooCommerce store to confirm that the data is received by Pabbly Connect.

As you complete the checkout process, ensure you fill in customer details and product selections. After placing the order, return to Pabbly Connect and click on ‘Recapture Webhook Response’ to see if the order details are received correctly.

  • Check the response for customer name, address, and product details.
  • Verify that the information matches the order placed in WooCommerce.

If the data appears correctly, you can proceed to the next step of the integration.


4. Setting Up MongoDB Action in Pabbly Connect

Now that the trigger is confirmed, it’s time to set up the action in MongoDB. In the action step of Pabbly Connect, select MongoDB as the application.

Next, choose the action event as ‘Create Record’. You will need to connect your MongoDB account by entering the connection string, which includes your username, password, and database name. Ensure you specify the collection where you want to store the order details.

Enter the database name (e.g., WooCommerce) and the collection name (e.g., New Orders). Map the necessary fields from the WooCommerce order data to MongoDB fields. Use the custom data option to specify what information to send.

After mapping all required fields, click on ‘Save and Send Test Request’ to ensure the data is sent to MongoDB successfully.


5. Verifying Data in MongoDB After Integration

After setting up the action, it’s crucial to verify that the order details are correctly stored in MongoDB. Refresh your MongoDB database to check for the new record created by Pabbly Connect.

You should see the new order details, including customer name, email, address, and product information neatly organized in the specified collection. This confirms that the integration is functioning as intended.

For future orders, simply repeat the process of placing an order in WooCommerce, and the new data will automatically populate in MongoDB without any additional setup needed.


Conclusion

Integrating WooCommerce order details into MongoDB using Pabbly Connect streamlines your data management process. With this setup, all order information is automatically captured and stored, enhancing your operational efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Add Elementor Form Submission in Stackby Using Pabbly Connect

Learn how to integrate Elementor Form submissions into Stackby using Pabbly Connect. This step-by-step tutorial covers all necessary actions and UI elements. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Automation

To begin the integration process between Elementor and Stackby, you must first access Pabbly Connect. Start by visiting the Pabbly Connect website, where you can sign in or create a new account. This platform simplifies the automation process without requiring any coding skills.

After logging in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows that automate tasks between different applications. Click on the ‘Create Workflow’ button to start setting up your integration.


2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow that connects Elementor to Stackby using Pabbly Connect. Name your workflow something descriptive, such as ‘How to Add Elementor Form Submission in Stackby’. Select the appropriate folder to save your workflow.

  • Click on ‘Create Workflow’
  • Enter the workflow name
  • Select the folder for saving

Once your workflow is created, you will see two sections: Trigger and Action. The Trigger is the event that starts the automation. Here, you will set Elementor as the Trigger application and choose ‘New Form Submission’ as the event. This setup ensures that every time a form is submitted, the workflow will be activated.


3. Connecting Elementor to Pabbly Connect

Next, you need to connect Elementor to Pabbly Connect by using a webhook URL. This URL acts as a bridge for the integration. After selecting Elementor as your Trigger application, you will be provided with a webhook URL that you must copy.

Now, go to your WordPress dashboard and locate your Elementor form. Edit the form and find the webhook settings. Remove any existing webhook URL and paste the new URL from Pabbly Connect. Don’t forget to click ‘Publish’ to save your changes.


4. Testing the Integration with Pabbly Connect

After setting up the webhook, it’s time to test the integration. Go back to Pabbly Connect and check for a message indicating that it is waiting for a webhook response. To generate this response, submit a test entry through your Elementor form.

  • Fill in the test form with dummy data
  • Click ‘Submit’

Once submitted, go back to Pabbly Connect to confirm that the response has been captured. You should see the test data reflected in your Pabbly Connect workflow, indicating that the connection is successful.


5. Adding Data to Stackby via Pabbly Connect

The final step involves adding the captured form data to Stackby using Pabbly Connect. Set Stackby as your Action application and choose ‘Create a Record’ as the action event. You will need to connect your Stackby account by entering the API key.

After connecting, select the appropriate workspace and stack where you want to save the data. Use the mapping feature to ensure that the form fields align correctly with your Stackby fields. This mapping allows for dynamic data entry, meaning new submissions will automatically populate the correct fields in Stackby.


Conclusion

In this tutorial, we successfully integrated Elementor form submissions into Stackby using Pabbly Connect. This automation allows for seamless data transfer, enhancing efficiency in managing customer information. With just a few steps, you can set up similar integrations to streamline your workflows.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.