Author: Rajpal Tomar

Learn how to seamlessly integrate Cognito Forms with Encharge using Pabbly Connect for efficient data management with step-by-step instructions. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the process of creating or updating an Encharge person on Cognito Forms submission, you first need to access Pabbly Connect. This platform serves as the central hub for integrating various applications, including Cognito Forms and Encharge.

Open your web browser and navigate to the Pabbly Connect website. If you don’t have an account, click on ‘Sign Up for Free’ to create one, which only takes a couple of minutes. Existing users can simply sign in to access their dashboard.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. This can be done by clicking on the ‘Create Workflow’ button in your dashboard. You will be prompted to name your workflow, so choose something descriptive like ‘Create or Update Encharge Person on Cognito Form Submission’.

• Click on the ‘Create’ button to save your workflow.
• You will see two boxes for Trigger and Action.
• Set up your Trigger first, which will initiate the workflow.

After creating the workflow, you will be directed to a window where you can set up the Trigger and Action. The Trigger is the event that starts the process, while the Action is what happens as a result. In this case, the Trigger will be a new submission from Cognito Forms.

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3. Setting Up the Trigger with Cognito Forms

In this section, you will set up the Trigger using Pabbly Connect to integrate with Cognito Forms. Search for Cognito Forms in the Trigger application section and select it. Then, you need to choose the trigger event, which is ‘New Entry’. This event will trigger whenever a new form submission is made.

Next, you will need to connect Cognito Forms with Pabbly Connect. This is done by copying the provided webhook URL. This URL acts as a bridge between Cognito Forms and Pabbly Connect, allowing the submission details to be sent to Pabbly Connect.

• Go to your Cognito Forms account and open the form you want to connect.
• Enable the option to ‘Post JSON data to a website’.
• Paste the copied webhook URL into the submit entry endpoint.

After setting this up, save the changes in Cognito Forms. You will then return to Pabbly Connect, where it will be waiting for a webhook response from the new entry you just created in Cognito Forms.

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4. Creating a New Form Submission

To test the integration, you need to create a new form submission in Cognito Forms. Open the published form link and fill in the required fields, such as first name, last name, email, and phone number. Once you complete the form, click on the submit button.

After submitting the form, go back to Pabbly Connect. You should see the response from the new form submission, which includes all the details you entered. This response confirms that the integration is successfully capturing data from Cognito Forms.

Check the response data in Pabbly Connect to ensure all fields are populated correctly. You will see fields like full name, email, and phone number from your submission.

With this data now available in Pabbly Connect, you can proceed to the next step of creating or updating a person in your Encharge account.

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5. Setting Up the Action to Update Encharge

The final step involves setting up the Action in Pabbly Connect to connect with Encharge. Search for Encharge in the Action application section and select it. The action event will be ‘Add or Update Person’. This is where you will map the data from the Cognito Forms submission to the fields in Encharge.

To connect Encharge with Pabbly Connect, click on ‘Add New Connection’ and follow the prompts to authorize access. Once connected, you will map the fields from your Cognito Forms response to the corresponding fields in Encharge, such as first name, last name, email, and phone number.

Map the first name, last name, email, and phone number fields from the Cognito Forms response. Click on ‘Save & Test’ to ensure the action is functioning correctly.

If successful, you will receive a confirmation response indicating that a new person has been created or updated in your Encharge account based on the Cognito Forms submission. This automation helps streamline your user management process and ensures that your contact list remains accurate and up-to-date.

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Conclusion

In conclusion, using Pabbly Connect allows you to efficiently integrate Cognito Forms with Encharge to create or update contact information automatically. By following the steps outlined in this tutorial, you can streamline your data management and enhance your marketing efforts.

Learn how to automate your Instagram Lead Ads and Mailgun integration using Pabbly Connect. Follow this detailed tutorial for efficient lead management. 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

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1. Accessing Pabbly Connect for Instagram Lead Ads Integration

To begin integrating Instagram Lead Ads with Mailgun, first access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. Start by visiting the Pabbly Connect homepage.

On the homepage, you will find options to either sign in or sign up. If you are a new user, click on ‘Sign up free’ to create an account. Existing users should select ‘Sign in’ to access their dashboard. Once logged in, you can start creating workflows to connect Instagram Lead Ads with Mailgun.

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2. Creating a Workflow in Pabbly Connect

After signing into 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 be prompted to name your workflow, so enter a descriptive title, such as ‘Create Mailgun Member for Instagram Lead Ads’.

• Select a folder for your workflow from the left sidebar.
• Click on the ‘Create’ button to finalize your workflow creation.
• Understand the automation principles: triggers and actions.

Once your workflow is created, you will need to set up a trigger. This is crucial as it defines what action will start the integration process. For this setup, select Instagram Lead Ads as your trigger application.

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3. Setting Up Triggers with Instagram Lead Ads

The next step in Pabbly Connect is to define the trigger event. Choose ‘New Lead Instant’ from the trigger options. This ensures that every time a new lead is generated through your Instagram Lead Ads, the workflow is activated.

To connect your Instagram account, click on ‘Connect’ and select your Instagram account. Make sure the account is already linked with your Facebook page. After successful authorization, select the Facebook page associated with your Instagram Lead Ads, which is named ‘Prime Properties’ in this case.

• Select the lead generation form you created in the Meta Ads Manager.
• Click ‘Save and Send Test Request’ to test the connection.
• Generate a test lead using Meta’s lead testing tool.

After generating a test lead, check the response in Pabbly Connect to confirm that the lead data has been captured correctly.

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4. Connecting Mailgun as the Action Step

After successfully capturing lead data from Instagram, the next task is to connect Mailgun as the action application in Pabbly Connect. Select Mailgun and choose the action event as ‘Test New Mailing List Member’. This action will add the captured lead to your mailing list.

Click on ‘Connect’ to build a new connection with Mailgun. You will need to provide the API key, Mailgun host, and domain name. Retrieve these details from your Mailgun account under the API Security settings.

Copy the API key and paste it into the appropriate fields in Pabbly Connect. Select the region your Mailgun domain is hosted on. Enter the domain name from your Mailgun account.

Once all details are entered correctly, click ‘Save’ to establish the connection. This step ensures that every new lead from Instagram is added as a member in your Mailgun mailing list.

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5. Finalizing the Integration and Testing

With the connection established, you must select the mailing list where new members will be added. In Pabbly Connect, choose the mailing list named ‘New Leads’. This is where all leads captured from Instagram will be stored.

Next, map the lead data fields from the trigger step to the action step. This includes mapping the email address and the lead’s name. This ensures that every new lead is added with accurate details.

Map the email address field to ensure it captures the correct data. Set the update field option based on your preference for handling duplicates. Click ‘Save and Send Test Request’ to finalize the setup.

After testing, check your Mailgun account to verify that the new lead has been successfully added to your mailing list. This confirms that your automation is working as intended, streamlining your lead management process.

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Conclusion

In this tutorial, we explored how to integrate Instagram Lead Ads with Mailgun using Pabbly Connect. By automating this process, you can efficiently manage leads and enhance your communication strategy. The steps outlined ensure that every lead is captured and organized seamlessly.

Learn how to automate payment records from Razer Pay to Notion using Pabbly Connect. Follow our detailed tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

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Accessing Pabbly Connect for Integration

To start integrating Razer Pay with Notion, first access Pabbly Connect. This platform automates workflows and connects various applications seamlessly. Begin by signing into your Pabbly Connect account or creating a new one if you are a first-time user.

Once logged in, you will see the dashboard with various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect to enter the automation interface. From here, you can create a new workflow that will facilitate the connection between Razer Pay and Notion.

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Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to automate the payment recording process. Click the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow, for example, ‘Add Successful Razer Pay Payment Details in Notion Automatically’.

Additionally, choose a folder to save this workflow. Select your desired folder from the dropdown menu. After naming the workflow and selecting the folder, click on the ‘Create’ button to finalize the setup. This action will open a new window with two sections labeled ‘Trigger’ and ‘Action’.

• Click on the ‘Trigger’ section to select Razer Pay as the trigger application.
• Choose ‘Payment Captured’ as the trigger event to capture successful payments.

By setting this up, you are instructing Pabbly Connect to monitor Razer Pay for successful payment notifications, which will trigger subsequent actions in Notion.

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Connecting Razer Pay to Pabbly Connect

After selecting Razer Pay as your trigger application, you will need to create a connection between Razer Pay and Pabbly Connect. Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need it to set up the webhook in your Razer Pay account.

Log into your Razer Pay account, navigate to the ‘Accounts and Settings’ page, and find the ‘Webhooks’ section. Click on ‘Add New Webhook’ and paste the copied URL into the designated field. Set the active event to ‘Payment Captured’ to ensure that only successful payments trigger the webhook.

• Enter the webhook URL provided by Pabbly Connect.
• Select the event ‘Payment Captured’ to receive notifications on successful payments.

Once saved, this connection allows Pabbly Connect to receive real-time updates from Razer Pay, automating the payment processing workflow.

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Setting Up Notion Integration via Pabbly Connect

With the connection established, the next step involves setting up Notion as the action application in your workflow. Click on the ‘Action’ section and select Notion as the application. Choose the action event ‘Create Database Item’ to log payment details into your Notion database.

After selecting the action event, you will need to connect your Notion account to Pabbly Connect. You can either select an existing connection or create a new one. If creating a new connection, authorize Pabbly Connect to access your Notion data by clicking the ‘Allow Access’ button.

Select the database where you want to store the payment records. Map the fields from Razer Pay to the corresponding fields in Notion.

This mapping ensures that all relevant payment information, such as customer name, email, payment amount, and status, is recorded accurately in your Notion database.

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Testing the Integration Between Razer Pay and Notion

To verify that the integration works correctly, perform a test payment through Razer Pay. Once the payment is successful, return to your Pabbly Connect workflow to see if it captures the payment details. This step is crucial to ensure that everything is functioning as intended.

After completing the test payment, check the workflow to confirm that the payment information has been received. If everything is set up correctly, you should see a successful capture of the payment details, including the payment ID, customer name, and payment status.

Ensure the payment amount is correctly formatted in Notion. Verify that all necessary fields in Notion are populated with accurate data.

If the test is successful, your integration between Razer Pay and Notion via Pabbly Connect is complete, allowing for automated payment tracking.

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Conclusion

In this tutorial, we demonstrated how to integrate Razer Pay with Notion using Pabbly Connect. This automation streamlines the process of recording payment details, ensuring efficiency and accuracy for your business operations. By following these steps, you can easily set up similar integrations for other applications as well.

Learn how to automate adding Instagram lead ads leads to Kit subscribers using Pabbly Connect with this step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Instagram Lead Ads

To automate the process of adding Instagram lead ads leads to Kit subscribers, we first need to set up Pabbly Connect. Begin by creating a free account on Pabbly Connect. You can find the sign-up link in the description box below. After signing up, log into your dashboard.

Once logged in, click on the ‘Create Workflow’ button and name your workflow, for example, ‘Instagram Lead Ads to Kit’. Choose the appropriate folder in your Pabbly Connect account to store this automation and then click on ‘Create’. This will open the workflow interface where you can set up your trigger and action steps.

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2. Connecting Instagram Lead Ads with Pabbly Connect

In this step, we will connect our Instagram Lead Ads account with Pabbly Connect. In the trigger window, search for ‘Instagram Lead Ads’ and select it. Choose the trigger event as ‘New Lead Instant’. Click on ‘Connect’ and then select ‘Add New Connection’ to link your Instagram account.

• Ensure your Instagram account is connected to your Facebook account.
• Select the specific Facebook page you are using for your ads.
• Choose the lead gen form from which you want to capture leads.

After ensuring these connections, click on the ‘Connect with Instagram Lead’ button. Once connected, you will see a prompt asking for the Facebook page and lead gen form. Select the appropriate options and click on ‘Save and Send Test Request’ to confirm the setup.

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3. Capturing Lead Details from Instagram

After setting up the trigger, Pabbly Connect will wait for new leads from your Instagram ads. You can either wait for a live lead or use Meta’s lead testing tool to generate a test lead. If using the testing tool, select your Facebook page and the lead gen form, then fill in the details of a test lead.

Once you submit the test lead, return to Pabbly Connect where you will see the lead details captured in the workflow. This confirms that the connection is successful and the automation is ready to process leads.

• Ensure the name, email, phone number, and gender fields are correctly filled out.
• Check that the details appear correctly in the Pabbly Connect response.

This step verifies that Pabbly Connect is effectively capturing leads from Instagram Lead Ads.

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4. Adding Subscribers to Kit from Pabbly Connect

The next step involves sending the captured lead details to Kit as a subscriber. In the action window of Pabbly Connect, search for ‘Kit’ and select it. Choose the action event as ‘Add Subscriber to Sequence’. Click on ‘Connect’ and add a new connection using the API key and API secret from your Kit account.

To obtain these credentials, navigate to your Kit account settings and find the API key and secret under the developer section. Enter these in Pabbly Connect and click on ‘Save’. After establishing the connection, select the sequence ID where you want to add the new subscriber.

Map the email and first name fields from the trigger response to the Kit action step. Select any tags you wish to assign to the subscriber.

Finally, click on ‘Save and Send Test Request’ to confirm that the subscriber has been added successfully.

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5. Testing the Automation Workflow

To ensure the automation is functioning correctly, we will test the workflow by generating another test lead through the Meta lead testing tool. First, delete the previous test lead to avoid conflicts. Select the Facebook page and lead gen form again, fill in the details for a new test lead, and submit.

Once submitted, return to your Kit account and check the subscribers section. You should see the new lead listed as a subscriber with the correct details. This confirms that the automation set up in Pabbly Connect is working flawlessly.

With this setup, you can efficiently manage leads from Instagram directly into your Kit account, leveraging the power of Pabbly Connect for seamless automation.

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Conclusion

This tutorial demonstrated how to automate the process of adding Instagram lead ads leads to Kit subscribers using Pabbly Connect. By following these steps, you can streamline your lead management efficiently.

Learn how to integrate IndiaMART leads into Salesforce using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start integrating IndiaMART leads into Salesforce, first, access Pabbly Connect. This platform allows seamless automation between different applications without requiring coding skills.

Go to the Pabbly Connect website and sign in. If you’re a new user, you can sign up for a free account. Once signed in, navigate to the dashboard where you can create your workflows.

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2. Creating a Workflow in Pabbly Connect

In this section, you’ll create a workflow to manage your IndiaMART leads. Click on the ‘Create Workflow’ button within Pabbly Connect. You will be prompted to name your workflow.

• Select a folder to save your workflow.
• Name your workflow appropriately, such as ‘Add IndiaMART Leads to Salesforce’.
• Click on the ‘Create’ button to proceed.

After clicking create, you will enter the workflow window where you can set up triggers and actions. This is where Pabbly Connect becomes crucial for connecting IndiaMART with Salesforce.

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3. Setting Up the Trigger in Pabbly Connect

The next step is to set up a trigger application. In this case, select IndiaMART as the trigger application. This means that whenever a new lead comes through IndiaMART, it will trigger the workflow in Pabbly Connect.

Select the trigger event as ‘New Lead’. Pabbly Connect will provide you with a Webhook URL. Copy this URL, as it will be used to connect your IndiaMART account.

• Log into your IndiaMART account.
• Navigate to the Lead Manager section.
• Select ‘Push API’ and paste the Webhook URL.

By setting up this trigger, Pabbly Connect will automatically capture new leads from IndiaMART and prepare them for integration into Salesforce.

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4. Setting Up the Action in Salesforce

Now it’s time to set up the action step in your workflow. Select Salesforce as the action application in Pabbly Connect. This will allow you to create a new lead in Salesforce every time a new lead is captured from IndiaMART.

Choose the action event as ‘Create Lead’. If you haven’t connected your Salesforce account yet, you will be prompted to do so. Click ‘Connect’ and authorize Pabbly Connect to access your Salesforce account.

Authorize Pabbly Connect to access Salesforce. Map the required lead details from the trigger response to the action fields.

This mapping ensures that every new lead from IndiaMART is accurately reflected in Salesforce, making it easy for your sales team to follow up.

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5. Testing the Integration Workflow

After setting up both the trigger and action, it’s essential to test your workflow. Perform a test submission from IndiaMART to ensure that the details are captured correctly in Salesforce through Pabbly Connect.

Check your Salesforce account to see if the new lead appears as expected. If everything is set up correctly, you should see the lead details populated in Salesforce.

Submit a test lead from IndiaMART. Verify that the lead appears in Salesforce.

With this test, you confirm that your workflow is functioning correctly, allowing for real-time lead management without manual effort using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to integrate IndiaMART leads into Salesforce using Pabbly Connect. By following these steps, you can automate lead management efficiently, ensuring timely follow-ups by your sales team.

Learn how to integrate WhatsApp with AI Sensei to automate messaging for Instagram leads in real estate services. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow. with Pabbly Connect.

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1. WhatsApp Integration with AI Sensei for New Leads

WhatsApp integration with AI Sensei is essential for real estate agencies looking to enhance their customer engagement. By connecting WhatsApp to AI Sensei, you can automatically send messages to new leads generated through Instagram lead ads. This integration ensures timely communication, which is crucial in converting leads into clients.

To set up this integration, you first need to ensure that your Instagram is connected to your Facebook page. This connection allows you to run effective campaigns. Once that is established, you can begin the automation process using Pabbly Connect to link Instagram lead ads with AI Sensei.

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2. Setting Up Instagram Lead Ads for New Leads

To generate new leads, you must set up Instagram lead ads effectively. This process involves creating a lead form that potential clients can fill out. When users click on your ad, they should see a simple form to provide their contact information without leaving the Instagram app.

• Connect your Instagram account with your Facebook page.
• Create a lead form in your Meta Ads Manager.
• Ensure the lead form captures essential information like name, email, and phone number.

Once your lead ad is live, you can start receiving leads. This setup is critical for the automation process, as it serves as the trigger for sending WhatsApp messages through AI Sensei.

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3. Creating a Workflow with Pabbly Connect

Creating a workflow in Pabbly Connect is the next step to automate your messaging process. First, you need to log into your Pabbly Connect account and create a new workflow specifically for sending WhatsApp messages to new leads.

In your workflow, you will set Instagram lead ads as the trigger application. The trigger event should be set to ‘New Lead Instant’ to ensure that every time a lead is generated, the workflow activates. Here’s how to do it:

• Click on ‘Create Workflow’ in Pabbly Connect.
• Name your workflow (e.g., ‘Send Automated WhatsApp Message to Instagram Leads’).
• Select your trigger application and event.

After setting up the trigger, you will need to connect your Instagram lead ads to Pabbly Connect. This connection allows Pabbly to capture the lead information sent from Instagram. Once the connection is established, you can proceed to the next step of your workflow.

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4. Sending WhatsApp Messages Using AI Sensei

Now that you have set up your trigger, the next step is to configure the action to send WhatsApp messages. In this action step, select WhatsApp by AI Sensei as your action application. The action event should be set to ‘Send Template Message’. This ensures that a pre-defined message is sent to the new lead automatically.

To complete the setup, you need to connect your WhatsApp account to Pabbly Connect by entering your API key from your AI Sensei account. Here are the steps to follow:

Select ‘Add New Connection’ for WhatsApp in Pabbly. Enter your API key from your AI Sensei account. Map the phone number and name fields to personalize the message.

This setup allows you to send personalized WhatsApp messages to your leads, enhancing their experience and increasing your chances of conversion.

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5. Conclusion: Automating Your Real Estate Business with WhatsApp and AI Sensei

Integrating WhatsApp with AI Sensei allows real estate agencies to automate communication with new leads effectively. By following the steps outlined in this tutorial, you can set up a seamless workflow that enhances your engagement with potential clients.

This automation not only saves time but also ensures that you can respond to leads instantly, which is critical in the competitive real estate market. Implementing such integrations can significantly improve your business efficiency and client satisfaction.

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Learn how to automate Elementor form submissions to Grist using Pabbly Connect in this step-by-step tutorial. Streamline your lead management effortlessly! 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. Accessing Pabbly Connect for Automation

To start automating your Elementor form submissions to Grist, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect homepage by typing in the URL. Here, you will find options to sign in or sign up for free.

If you’re a new user, click on the ‘Sign Up for Free’ button to create a new account. After signing up, you will receive 100 free tasks each month to explore the features of Pabbly Connect. For existing users, simply log in to your account to access the dashboard.

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2. Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect to link Elementor and Grist. Click on the ‘Create Workflow’ button on the dashboard. A dialog box will appear asking for a name for your workflow; enter ‘Create G Record on Elementor Form Submission’ and select the appropriate folder.

• Name your workflow clearly for easy identification.
• Select a specific folder to keep your workflows organized.
• Click ‘Create’ to proceed to the workflow setup.

Once created, you will see a blank workflow with two main sections: Trigger and Action. The Trigger is where the process begins, and the Action is the outcome that follows. For this workflow, we will set Elementor as the Trigger application and Grist as the Action application.

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3. Setting Up Trigger and Action in Pabbly Connect

To set up the trigger in Pabbly Connect, select ‘Elementor’ as your Trigger application. The trigger event will be ‘New Form Submission’ since we want to capture the details entered in the Elementor form.

Once you select the trigger event, Pabbly Connect will provide a webhook URL. Copy this URL, as you will need it to link your Elementor form to Pabbly Connect. This URL acts as a bridge for transferring data from Elementor to Grist.

• Go to your Elementor account and select the form you want to connect.
• In the form settings, find the ‘Actions After Submit’ section and add a Webhook.
• Paste the copied webhook URL into the Webhook URL field and publish the form.

This setup ensures that every time someone submits the form, their details will be sent to Pabbly Connect, which will then manage the data flow to Grist.

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4. Configuring Grist Integration with Pabbly Connect

Now that your Elementor form is connected to Pabbly Connect, it’s time to set up the action in Grist. In your workflow, choose Grist as the Action application and select the action event as ‘Create Record’. This action will allow you to store the form submission data in your Grist database.

To connect Grist with Pabbly Connect, you will need to provide an API token from your Grist account. Navigate to your Grist profile settings to find and copy this token. Return to Pabbly Connect and paste the API token to establish the connection.

Select the workspace and document where you want to create the record. Map the fields from the Elementor form to the corresponding columns in Grist. Test the connection by saving and sending a test request to Grist.

After successfully mapping the fields and testing the connection, you can confirm that the data from your Elementor form is now being recorded in Grist through Pabbly Connect.

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5. Testing the Integration of Elementor and Grist

With your workflow configured, it’s crucial to test the integration to ensure everything is functioning correctly. Go back to your Elementor form and submit a test entry. After submitting, check your Grist database to see if the record has been created with the correct details.

If everything is set up correctly, you should see the new entry in Grist reflecting the information you submitted through the Elementor form. This confirms that Pabbly Connect is successfully automating the data transfer between Elementor and Grist.

By following these steps, you can automate your lead management process without any coding skills, making it easier to manage inquiries and leads for your business.

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Conclusion

In this tutorial, we demonstrated how to automate Elementor form submissions to Grist using Pabbly Connect. This integration streamlines lead management and ensures that all inquiries are recorded systematically, enhancing your business efficiency.

Learn how to automate the integration of Facebook Lead Ads with Apollo.io contacts using Pabbly Connect. Follow this step-by-step tutorial for seamless lead management. 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 integrate Facebook Lead Ads with Apollo.io, start by accessing Pabbly Connect. This platform enables seamless automation of tasks between different applications.

First, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and get 100 free tasks every month. Once logged in, you will see the dashboard where you can create workflows.

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2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating your lead generation process. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for example, ‘Create Facebook Lead Leads as Apollo.io Contact.’
• Select a folder to save this workflow, like ‘Facebook Lead Ads Automations.’

After naming your workflow and selecting the appropriate folder, click the ‘Create’ button to finalize. You will now see two sections: Trigger and Action, which are crucial for the automation process.

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3. Setting Up the Trigger for Facebook Lead Ads

The next step involves setting up the trigger in Pabbly Connect. For this integration, select ‘Facebook Lead Ads’ as the trigger application. This allows Pabbly Connect to capture new leads automatically.

Choose the trigger event as ‘New Lead Instant’ and click the ‘Create’ button. You will then need to connect your Facebook account by clicking on ‘Add New Connection’. Ensure you are logged into Facebook in a separate tab for smooth authorization.

• Select the Facebook page you are using for lead ads.
• Choose the lead generation form that you have created.

Once you have selected the page and form, toggle the button for simple response and click ‘Save and Send Test Request’ to check the connection.

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4. Setting Up the Action to Create Contacts in Apollo.io

Now, let’s set up the action step in Pabbly Connect. For the action application, select ‘Apollo.io’ and the action event as ‘Create Contact’. This is where your leads will be added as contacts in Apollo.io.

To connect Apollo.io with Pabbly Connect, click on ‘Add Your Connection’ and enter your API key, which can be generated from the Apollo.io account settings. Once connected, you will need to map the data from the Facebook lead ads to the appropriate fields in Apollo.io.

Map first name, last name, and email from the Facebook lead data. Fill in any additional required fields like title and organization name.

After mapping the data, click ‘Save and Send Test Request’ to verify that the contact has been created in Apollo.io.

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5. Verifying the Automation

After setting up your trigger and action in Pabbly Connect, it’s time to verify the automation. Check your Apollo.io account to confirm that the test lead has been added successfully.

Go to the ‘People’ section in Apollo.io and refresh the page. You should see the new contact created with the details you entered during the test submission. This confirms that your integration between Facebook Lead Ads and Apollo.io is working perfectly.

With this setup, every time a new lead is generated from your Facebook Lead Ads, it will automatically be added to your Apollo.io contacts, streamlining your lead management process.

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Conclusion

This tutorial demonstrated how to automate the integration of Facebook Lead Ads with Apollo.io using Pabbly Connect. By following these steps, you can efficiently manage your leads and save valuable time.

Learn how to integrate Mojo with Pabbly Connect for seamless payment processing and email marketing automation. Follow our detailed tutorial for step-by-step instructions. 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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Accessing Pabbly Connect for Integration

To start using Pabbly Connect, first visit the official website. Once there, you can either sign up for a new account or log in if you are an existing user. This platform is essential for integrating Mojo with your email marketing tool.

After logging in, you will be directed to the dashboard where you can create your workflows. This is where the actual integration process begins. Here’s how to get started:

• Go to the dashboard of Pabbly Connect.
• Click on the ‘Create Workflow’ button to start a new integration.

By following these steps, you will be ready to set up the integration between Mojo and your email marketing tool through Pabbly Connect.

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Setting Up the Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to set up your workflow. This involves naming your workflow and selecting the appropriate folder for organization. Choose a clear name, such as ‘Create Subscriber in Email Marketing on Mojo Payment’ to easily identify the workflow later.

After naming your workflow, you will need to select your trigger application. In this case, choose Mojo as your trigger application. The trigger will be set to ‘New Sale,’ which means that every time a new sale is made through Mojo, Pabbly Connect will initiate the workflow. Follow these steps:

• Select ‘Mojo’ as the trigger application.
• Set the trigger event to ‘New Sale’.

Once you have set up the trigger, Pabbly Connect will provide you with a webhook URL. This URL is crucial for connecting your Mojo account with Pabbly Connect.

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Connecting Mojo to Pabbly Connect

With the webhook URL from Pabbly Connect, you can now connect Mojo. Log into your Mojo account and navigate to the payment page you wish to link. You will need to edit this page to add the webhook URL you received.

In the Mojo payment page settings, look for the webhook option. Here’s how to set it up:

Paste the webhook URL into the designated field. Select the event for which you want to receive notifications (successful payments).

After saving these settings, Pabbly Connect will be ready to listen for new sales from your Mojo payment page, ensuring that your email marketing tool receives the necessary data.

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Testing the Integration with Pabbly Connect

To ensure everything is set up correctly, it’s important to test the integration. Place a test order on your Mojo payment page to see if the data is sent to Pabbly Connect successfully. Enter dummy data for the customer’s name, email, and payment details.

Once the payment is processed, return to Pabbly Connect to check if the webhook has received the data. You should see a successful response indicating that the payment was processed. Here are the steps to perform the test:

Complete a test transaction on the Mojo payment page. Check the webhook response in Pabbly Connect.

If the test is successful, this confirms that Pabbly Connect is correctly capturing data from Mojo and is ready to add subscribers to your email marketing tool.

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Adding Subscribers in Email Marketing via Pabbly Connect

Now that you have successfully tested the integration, the next step is to set up the action in Pabbly Connect. Choose your email marketing tool as the action application, and select the action event to add a new subscriber. This ensures that every time a new sale occurs, the customer is automatically added to your email list.

To connect your email marketing tool with Pabbly Connect, you will need to provide an API token. This token can be found in your email marketing account under the integration settings. After entering the token, select the list where you want the new subscribers to be added.

Select the email marketing tool as the action application. Map the customer’s email and name to the corresponding fields.

Once everything is set up, click on save and send test request. If successful, your new subscriber will be added to your email marketing list, completing the integration process using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to integrate Mojo with your email marketing tool using Pabbly Connect. By following these steps, you can automate the process of adding subscribers whenever a new payment is received through Mojo. This not only streamlines your workflow but also enhances your marketing efforts.

Learn how to automate the enrollment of Graphy users on FlexiFunnels purchases using Pabbly Connect in this detailed step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for FlexiFunnels and Graphy

To begin, you need to access Pabbly Connect. This platform allows you to automate the enrollment of users from your FlexiFunnels purchases into your Graphy account. After signing up for a free account, you can create an automation workflow that connects these two applications seamlessly.

Once you are logged into Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow, something like ‘FlexiFunnels to Graphy’, and click ‘Create’. This opens the workflow interface where you will set up the trigger and action steps for the integration.

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2. Configuring the Trigger from FlexiFunnels

In this step, you will configure the trigger that initiates the automation when a new purchase is made on FlexiFunnels. Select ‘FlexiFunnels’ as the app and choose ‘New Purchase’ as the trigger event. This tells Pabbly Connect to listen for new purchases made through your sales funnel.

• Choose ‘FlexiFunnels’ from the app list.
• Select the trigger event as ‘New Purchase’.
• Copy the provided webhook URL.

Next, you need to add this webhook URL to your FlexiFunnels account. Navigate to the product settings for the course you are selling and paste the webhook URL into the designated field for webhooks. Save your changes, and now Pabbly Connect will receive data whenever a purchase is made.

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3. Capturing Purchase Data in Pabbly Connect

After setting up the trigger, it’s time to test the integration by making a test purchase. Fill in the buyer’s details on your FlexiFunnels sales page and complete the order. Once the purchase is confirmed, Pabbly Connect will capture the purchase data, including customer details like name, email, and transaction ID.

In the Pabbly Connect dashboard, you should see the response indicating that the data has been received. This confirms that your FlexiFunnels account is successfully communicating with Pabbly Connect.

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4. Adding the Customer as a Learner in Graphy

Now that you have captured the purchase data, the next step is to add the customer as a learner in Graphy. Search for ‘Graphy’ in the app list and select the action event as ‘Create Learners’. This action will enroll the customer who made the purchase into your course. using Pabbly Connect

• Connect your Graphy account using the API key and merchant ID.
• Map the email, name, and mobile number from the purchase data to the corresponding fields in Graphy.
• Click ‘Save and send test request’ to finalize the addition.

Once you receive a positive response, verify the addition by checking the learner section in your Graphy account. The customer should now be listed as a learner in the course.

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5. Enrolling the Learner into a Specific Course

The final step is to enroll the newly added learner into a specific course in Graphy. Again, select ‘Graphy’ as the app and choose the action event ‘Enroll Learner to Course’. This action will ensure the learner is officially registered in the course they purchased.

Map the email of the learner to the corresponding field and enter the course URL from your Graphy account. After filling in these details, click ‘Save and send test request’. A successful response indicates that the learner has been enrolled in the course.

Finally, refresh your Graphy learners list to confirm that the learner appears in the course roster. This completes the automation process using Pabbly Connect, ensuring that every new purchase on FlexiFunnels automatically enrolls the customer in Graphy.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the enrollment of Graphy users upon FlexiFunnels purchases. This integration streamlines the process, saving time and enhancing user experience.