Author: Rajpal Tomar

Learn how to automate WhatsApp messages for Stripe payments using Pabbly Connect. Follow this step-by-step tutorial to streamline your payment confirmations. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To automate WhatsApp messages for Stripe payments, start by accessing Pabbly Connect. This platform allows you to create workflows that connect your applications seamlessly.

Begin by visiting the Pabbly Connect website. If you are a new user, sign up for a free account, which includes 100 free tasks every month. Existing users can simply log in to their Pabbly Connect account.

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2. Creating a Workflow in Pabbly Connect

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button located in the top right corner.

• Enter a name for your workflow, such as ‘Send and Get Automated WhatsApp Message and Stripe Payment’.
• Select a folder to save your workflow, for example, ‘Stripe Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

Your workflow is now created and ready to be configured with triggers and actions, specifically using Pabbly Connect to link Stripe and WhatsApp.

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3. Setting Up the Trigger with Stripe

The next step involves setting up a trigger in Pabbly Connect. Select Stripe as your trigger application and choose the event ‘New Charge’. This will allow Pabbly Connect to capture payment details whenever a new payment is processed.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need to add it to your Stripe account to establish the connection.

• Go to your Stripe account and navigate to the Developer section.
• Under Event Destinations, click ‘Add Endpoint’.
• Paste the copied webhook URL and select the event ‘Charge Succeeded’.

After adding the endpoint, you are now set to test the connection between Stripe and Pabbly Connect.

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4. Testing the Payment Integration

To ensure that the integration works, conduct a test purchase using Stripe. This involves accessing the payment link for the product you are selling and completing a test transaction.

Once the payment is processed, return to your Pabbly Connect workflow and check if the webhook response has been captured. You should see the payment details reflected in the workflow.

With Pabbly Connect, you can now automate the process of sending WhatsApp messages to your customers upon successful payment. This enhances customer satisfaction by providing immediate confirmation.

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5. Sending WhatsApp Messages Using WhatsApp Cloud API

The final step involves sending a WhatsApp message using the WhatsApp Cloud API. In your Pabbly Connect workflow, add an action step and select WhatsApp Cloud API as the application.

Choose the action event ‘Send Template Message’ and connect it using your WhatsApp API credentials. Enter the required details, including the recipient’s phone number and the message template you created.

Map the customer’s phone number and other relevant data from the previous steps. Test the action to ensure that the message is sent successfully.

Once the test is successful, you have successfully automated the process of sending WhatsApp messages using Pabbly Connect whenever a payment is received via Stripe.

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Conclusion

This tutorial demonstrated how to automate WhatsApp messages for Stripe payments using Pabbly Connect. By integrating these platforms, you can enhance customer communication and streamline your payment process effectively.

Learn how to integrate Trigger with Automation Using Pabbly Connect, including LinkedIn Lead Gen Forms and Riggy for seamless lead management. 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. Setting Up Trigger with LinkedIn Lead Gen Forms

The first step in this automation process is setting up the trigger using LinkedIn Lead Gen Forms. This application captures leads interested in professional development courses. Once a new lead is generated through LinkedIn, we will automate the enrollment process into Riggy.

To initiate this, open Pabbly Connect and create a new workflow. Name it appropriately to reflect its purpose, such as ‘Enroll Riggy User from LinkedIn Leads.’ Next, select LinkedIn Lead Gen Forms as your trigger application and choose the event ‘New Lead Gen Form Response’ to capture incoming leads.

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2. Connecting LinkedIn Lead Gen Forms to Pabbly Connect

After selecting your trigger, the next step is to connect LinkedIn Lead Gen Forms to Pabbly Connect. This integration allows Pabbly to receive lead information directly from LinkedIn. Click on ‘Connect’ and then ‘Add New Connection’.

• Log into your LinkedIn account if prompted.
• Select the LinkedIn account associated with your lead generation campaign.
• Choose the specific lead form you created for capturing leads.

Once the connection is established, you can generate a test lead through your LinkedIn Lead Gen Forms account to see if the integration works correctly.

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3. Enrolling Users in Riggy Automatically

The next phase involves enrolling the captured leads into Riggy using the information obtained from LinkedIn Lead Gen Forms. For this, select Riggy as your action application in Pabbly Connect. The action event will be ‘Import User’ which allows you to add new users to your Riggy account. using Pabbly Connect

To connect Riggy with Pabbly Connect, you will need an API token. Log into your Riggy account, navigate to the Integrations section, and enable the Pabbly option to retrieve your token. Copy this key and paste it into Pabbly Connect to establish the connection.

• Map the full name, email address, and phone number of the lead from LinkedIn.
• Specify the product hash or offering key for the course you want to enroll the user in.
• Decide on the validity period for course access, using ‘-1’ for lifetime access.

Once everything is mapped correctly, click on ‘Save and Send Test’ to confirm that the user is enrolled successfully.

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4. Testing the Automation Workflow

After setting up the integration between LinkedIn Lead Gen Forms and Riggy via Pabbly Connect, it’s crucial to test the automation workflow. This ensures that every new lead generated through LinkedIn is correctly enrolled into Riggy.

Generate a test lead using your LinkedIn lead form and check Pabbly Connect for the response. If successful, you should see the lead details captured, including name, email, and phone number. This confirms that the trigger was activated and the action was executed properly.

Once the test is successful, you can be confident that your automation is working as intended. Now, every time a new lead fills out the form, they will automatically be enrolled in Riggy, streamlining your lead management process.

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5. Conclusion: Streamlining Lead Management with Automation

Integrating Trigger with Automation using Pabbly Connect allows for seamless management of leads from LinkedIn Lead Gen Forms to Riggy. This automation saves time and enhances efficiency in enrolling new users.

By following the steps outlined in this guide, you can easily set up your own automation workflow. This integration not only simplifies the enrollment process but also ensures that you engage potential customers effectively. Start automating today to improve your lead management strategy!

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Learn how to automate payment notifications from Cashfree to Google Chat using Pabbly Connect with this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

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1. Setting Up Pabbly Connect for Cashfree to Google Chat Integration

In this section, we will learn how to set up Pabbly Connect for automating notifications from Cashfree to Google Chat. First, you need to access Pabbly Connect by signing up for a free account. After registration, log in to your dashboard and create a new workflow.

To create a workflow, click on the ‘Create Workflow’ button. Name your workflow something like ‘Cashfree to Google Chat’ and select the appropriate folder. This will set the foundation for your automation process.

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2. Configuring the Trigger in Pabbly Connect

Setting up the trigger is crucial for your automation to work. In Pabbly Connect, choose Cashfree as your app in the trigger window. Select the trigger event as ‘Payments’. This event will initiate the workflow whenever a new payment is received.

• Select ‘Cashfree’ from the app list.
• Choose ‘Payments’ as the trigger event.
• Copy the provided webhook URL.

Next, go to your Cashfree account and navigate to the Developers tab. Here, you will add the webhook URL to ensure that payment details are sent to Pabbly Connect. This step is essential for capturing payment notifications effectively.

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3. Adding Webhook in Cashfree

To link Cashfree with Pabbly Connect, you need to add the webhook URL you copied earlier. In your Cashfree account, go to the Webhooks section and click on ‘Add Webhook Endpoint’.

• Paste the webhook URL into the Endpoint URL field.
• Select the latest version of the webhook.
• Test the webhook to ensure it works correctly.

After testing, set the event to ‘Payment Success’ to ensure that only successful payments trigger notifications to Pabbly Connect. Click on ‘Save’ to finalize the setup.

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4. Setting Up Action in Pabbly Connect to Notify Google Chat

Now that the trigger is configured, we need to set up the action in Pabbly Connect. For this, select Google Chat as the action app and choose ‘Create Message’ as the action event.

Before you can send messages, you need to generate a webhook URL in Google Chat. Navigate to your Google Chat space, click on the space name, and go to Apps and Integration. From there, add a webhook and name it (e.g., ‘Payment Notification’). Copy the generated webhook URL and paste it back into Pabbly Connect.

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5. Finalizing the Automation and Testing

With everything set up, you can now customize the message that will be sent to your Google Chat. In the message field, type a message like ‘Hello Team, we have received a new payment from [Customer Name].’ Use the mapping feature to insert customer details from the trigger response.

After setting the message, click on ‘Save and Send Test Request’. This will send a test message to your Google Chat space. Check your Google Chat to confirm that the message has been received correctly. If everything looks good, your automation is now complete!

This integration between Cashfree and Google Chat using Pabbly Connect ensures that your team is instantly notified of new payments, improving communication and efficiency.

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Conclusion

In this tutorial, we demonstrated how to automate notifications from Cashfree to Google Chat using Pabbly Connect. By following these steps, you can easily keep your team informed about payment updates, enhancing your workflow.

Learn how to set up a webhook inside Runrun.it using Pabbly Connect. This detailed tutorial covers every step for seamless integration with Google Sheets, Slack, and more.

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1. Introduction to Pabbly Connect for Runrun.it Integration

Pabbly Connect is the central platform that allows you to integrate Runrun.it with various applications seamlessly. This integration helps automate your workflows by connecting different applications without manual intervention. In this section, we will discuss how to set up a webhook inside Runrun.it using Pabbly Connect.

Runrun.it is a comprehensive work management platform that helps businesses manage tasks, projects, teams, and workflows effectively. By utilizing Pabbly Connect, you can automate repetitive tasks and ensure that your team stays updated with real-time information.

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2. Setting Up the Trigger in Pabbly Connect

To begin, access your Pabbly Connect dashboard. Here, you will set up a trigger for your integration. The trigger is an event that initiates the workflow. In this case, we will use ‘New Task Created’ as our trigger event from Runrun.it.

• Select Runrun.it as the trigger application.
• Choose the event ‘Task Created’ from the list.
• This will allow Pabbly Connect to monitor when a new task is created in your Runrun.it account.

Once you have selected the trigger, proceed to configure the webhook URL that Pabbly Connect provides. This URL will be used to send data from Runrun.it to Pabbly Connect whenever a task is created.

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3. Configuring the Webhook in Runrun.it

After obtaining the webhook URL from Pabbly Connect, log into your Runrun.it account. Navigate to the settings section and locate the integrations tab. Here, you will find the API and Webhooks option that allows you to set up the webhook.

Click on the ‘Add’ button to create a new webhook. You will need to select the specific event that will trigger the webhook. In this case, choose ‘Task Created’ to ensure that every new task created will send data to Pabbly Connect.

• Paste the copied webhook URL from Pabbly Connect into the designated field.
• Click ‘Save’ to activate the webhook.

With this configuration, your Runrun.it account is now set up to communicate with Pabbly Connect. Whenever a new task is created, the details will be sent to Pabbly Connect for further processing.

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4. Testing the Webhook Connection

To ensure that the webhook is functioning correctly, it’s essential to perform a test. Go back to your Runrun.it account and create a new task. For example, title it ‘Social Media Calendar’ and add relevant details.

After creating the task, return to Pabbly Connect. The platform will be waiting for a webhook response. When the task is created, Pabbly Connect should capture the response containing all the task details.

Verify that the task details are accurately reflected in Pabbly Connect. You should see information such as the task title, due date, and assigned user.

This successful capture confirms that your webhook connection between Runrun.it and Pabbly Connect is operational, allowing for automated workflows.

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5. Expanding Your Workflows with Pabbly Connect

Now that your webhook is set up and tested, you can expand your automation by adding actions in Pabbly Connect. For instance, you can choose to send notifications to your team via Slack or Google Chat whenever a new task is created.

To do this, add a new action step in your Pabbly Connect workflow. Select Slack or Google Chat as the action application and configure the message format that will be sent to your team.

Set up the message to include task details such as title and due date. This way, every time a new task is created, your team will receive immediate updates.

Utilizing Pabbly Connect to link Runrun.it with other applications enhances your team’s productivity and ensures that everyone is informed of new tasks in real-time.

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Conclusion

In conclusion, setting up a webhook inside Runrun.it using Pabbly Connect allows for seamless integration with various applications. This tutorial covered the essential steps to automate your workflows, ensuring that your team stays informed and efficient.

By leveraging Pabbly Connect, you can easily connect Runrun.it with other tools, streamlining your task management processes and enhancing productivity.

Learn how to automate sending WhatsApp messages on Tally Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration. 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 automate WhatsApp messages on Tally Forms submissions, we start by accessing Pabbly Connect. This powerful integration platform allows seamless connections between Tally Forms and WhatsApp.

Begin by visiting the Pabbly website. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply click on ‘Sign In’ to access their dashboard. Once logged in, navigate to the Pabbly Connect application to start building your workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to initiate your automation. You will be prompted to name your workflow; for this example, name it ‘Send WhatsApp Message on Tally Forms Submission’.

Next, you will see the workflow window where you can set up triggers and actions. The first step is to select the trigger application. Here, choose ‘Tally’ as your trigger application and select ‘New Response’ as the trigger event.

• Click on ‘Create’ to save your workflow.
• Copy the generated Webhook URL for integration.

This URL will be used to connect your Tally Forms with Pabbly Connect to capture form submissions automatically.

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3. Integrating Tally Forms with Pabbly Connect

Now that you have the Webhook URL, log into your Tally account. Navigate to the form you want to connect, such as a course registration form. Click on ‘Edit’ and then go to ‘Integrations’.

In the Integrations section, select ‘Webhooks’ and paste the copied URL into the endpoint field. Click ‘Connect’ to establish the link between Tally Forms and Pabbly Connect. This setup allows Tally to send submission data directly to your workflow.

After connecting, perform a test submission on your Tally form to ensure everything is working correctly. This test will help capture the response needed for the next steps in your workflow.

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4. Sending WhatsApp Messages via Pabbly Connect

With Tally Forms integrated into Pabbly Connect, it’s time to set up the action that sends WhatsApp messages. For this, choose ‘AiSensy’ as your action application and select ‘Send Template Message’ as the action event.

To connect AiSensy, you will need to add a new connection by providing your API key. Log into your AiSensy account, navigate to the ‘Manage’ section, and generate your API key. Paste this key back into Pabbly Connect to complete the connection.

• Enter the campaign name you created in AiSensy.
• Map the mobile number and user name fields from the Tally response.

This mapping ensures that each lead receives a personalized WhatsApp message, enhancing your communication efforts.

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5. Testing the Workflow for Success

After completing the setup in Pabbly Connect, it’s crucial to test the workflow. Submit a new entry in your Tally form with fresh details. This submission will trigger the workflow, capturing the new response.

Check the AiSensy account to verify that the WhatsApp message was sent successfully. You should see the automated message in your WhatsApp, confirming that the integration works seamlessly.

Repeat the test with different details to ensure the workflow is robust. With Pabbly Connect, you can automate communication efficiently, nurturing your leads effectively.

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Conclusion

In this tutorial, we explored how to automate WhatsApp messages on Tally Forms submissions using Pabbly Connect. This integration not only streamlines communication but also enhances lead nurturing through timely responses. By following the outlined steps, you can set up your own automated messaging system with ease.

Learn how to automate Slack notifications for FlexiFunnels purchases using Pabbly Connect. Step-by-step guide to streamline your business communication. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

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1. Introduction to Pabbly Connect for Slack Channel Notifications

In this section, we will explore how to use Pabbly Connect to automate notifications on a Slack channel whenever a new purchase is made in FlexiFunnels. This integration is crucial for businesses that rely on timely communication.

By leveraging Pabbly Connect, users can connect their FlexiFunnels account to Slack without any coding knowledge. This ensures that your team is instantly informed about new purchases, enabling prompt support and seamless onboarding for customers.

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2. Setting Up Pabbly Connect for FlexiFunnels and Slack Integration

To initiate the integration, first, access Pabbly Connect by visiting their website. If you’re a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply log in.

• Click on ‘Create Workflow’ to start a new automation.
• Name your workflow, e.g., ‘Notify Team on Slack for FlexiFunnels Purchase’.
• Select ‘FlexiFunnels’ as the trigger application.

After setting the trigger, you will receive a webhook URL from Pabbly Connect. This URL will be used to connect FlexiFunnels with the workflow. Copy this URL for the next steps.

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3. Configuring FlexiFunnels for Pabbly Connect Integration

Now, log into your FlexiFunnels account to set up the webhook. Navigate to the product you want to sell, and go to ‘Set Rules’. Here, you will create a new product rule.

• Select ‘Product is Purchased’ as the trigger condition.
• Choose ‘Webhook’ as the action type.
• Paste the copied webhook URL from Pabbly Connect into the designated field.

After saving the rule, your FlexiFunnels setup is complete. This allows the workflow in Pabbly Connect to be triggered whenever a purchase occurs.

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4. Linking Slack to Pabbly Connect for Notifications

The next step involves linking your Slack account to Pabbly Connect. In your workflow, select Slack as the action application. This will enable notifications to be sent to your desired Slack channel.

Choose ‘Send Channel Message’ as the action event. Connect your Slack account by following the prompts. Select the channel where you want the notifications to appear.

Once connected, configure the message template. You can map dynamic fields from the FlexiFunnels purchase data to personalize the message sent to Slack.

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5. Testing the Integration to Ensure Functionality

After completing the setup, it’s crucial to test the integration. Make a test purchase in FlexiFunnels to see if the notification appears in your Slack channel. This step confirms that Pabbly Connect is correctly capturing the webhook response.

Upon making the test purchase, check your Slack channel for the notification. You should see a message detailing the purchase, including customer information and purchase date.

Successful testing indicates that your automation is functioning as intended. Now, every time a new purchase is made in FlexiFunnels, your team will be notified instantly on Slack through Pabbly Connect.

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Conclusion

Integrating FlexiFunnels with Slack using Pabbly Connect allows for seamless communication and quick support for your team. This automation ensures that every purchase is promptly communicated, enhancing customer service efficiency.

Learn how to automate WhatsApp messages for Indiamart inquiries using Pabbly Connect. Step-by-step tutorial on integrating WhatsApp Cloud API with Indiamart. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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1. Accessing Pabbly Connect for Integration

To start automating WhatsApp messages for Indiamart inquiries, first, access Pabbly Connect. This powerful integration platform simplifies the process without requiring any coding skills. Visit the Pabbly Connect website by typing Pabbly.com/connect in your browser.

Once on the site, you can sign in if you are an existing user or sign up for free to get started. After logging in, navigate to the Pabbly Connect dashboard where you can create and manage your workflows. Click on the option to create a new workflow for your integration.

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2. Creating Your Workflow in Pabbly Connect

After accessing the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it appropriately, for example, ‘Send WhatsApp Message to Indiamart Leads.’ This name will help you identify the workflow later. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• Select the folder for saving your workflow.
• Now, you will see two boxes for Trigger and Action.

In this workflow, you will set Indiamart as the trigger application and WhatsApp Cloud API as the action application. This means that every time a new lead is generated in Indiamart, a WhatsApp message will be automatically sent to that lead.

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3. Setting Up the Trigger with Indiamart

Setting up the trigger is crucial for the automation process. In Pabbly Connect, select Indiamart as your trigger application and choose the event ‘New Lead’. This will initiate the workflow whenever a new inquiry is received.

To connect Indiamart with Pabbly Connect, you will be provided with a webhook URL. This URL acts as a bridge between Indiamart and Pabbly Connect. Copy the webhook URL and paste it into your Indiamart account settings where it asks for the webhook listener URL.

• Go to the Lead Manager in Indiamart.
• Click on the three dots and select ‘Push API’.
• Fill in the required fields and save the details.

After saving, you will receive an OTP to verify the connection. Enter the OTP to finalize the webhook setup. This establishes a successful link between Indiamart and Pabbly Connect.

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4. Configuring WhatsApp Cloud API in Pabbly Connect

Once the trigger is set, it’s time to configure the action application, which is WhatsApp Cloud API. In Pabbly Connect, select WhatsApp Cloud API and choose the action event ‘Send Template Message’. This action will send a WhatsApp message to the lead whenever a new inquiry is received.

To connect WhatsApp Cloud API, you will need to enter the access token, phone number ID, and WhatsApp business account ID. These details can be found in your WhatsApp Cloud API dashboard. Copy and paste these into the respective fields in Pabbly Connect.

Create a message template in your WhatsApp Cloud API account. Select the template you want to use for sending messages. Map the lead’s phone number and name to the template fields.

After mapping the required fields, click on ‘Save and Send Test Request’ to verify if the setup works correctly. You should receive a WhatsApp message on the lead’s phone number confirming the inquiry.

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5. Conclusion: Automating Your Workflow with Pabbly Connect

In conclusion, using Pabbly Connect to automate WhatsApp messages for Indiamart inquiries is an efficient way to manage leads. By setting up a trigger with Indiamart and an action with WhatsApp Cloud API, you can ensure timely follow-ups with potential clients.

This integration not only saves time but also enhances communication with leads. Now, every inquiry received through Indiamart will automatically trigger a personalized WhatsApp message, improving customer engagement and satisfaction.

With Pabbly Connect, you can streamline your business processes and focus more on delivering quality services. Start automating your workflows today!

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Learn how to integrate Google Forms with Flow CRM using Pabbly Connect to automate contact creation effortlessly. Follow this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating the process of creating contacts in Flow CRM, you need to access Pabbly Connect. Open your browser and type in the URL Pabbly.com/connect to reach the homepage of Pabbly Connect.

Once on the homepage, you will see two options: ‘Sign In’ and ‘Sign Up for Free’. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users should click on ‘Sign In’ to log in. Upon signing up, you will receive 100 free tasks every month to explore the platform.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, and a dialog box will appear asking for a workflow name. Enter a name like ‘Create Flow CRM Contact on Google Form Submission’.

• Name your workflow appropriately.
• Select a folder to organize your workflows.
• Click on ‘Create’ to proceed.

This action will lead you to a new screen where you can define the trigger and action for your workflow. The trigger is the event that starts the workflow, while the action is what happens in response. For this integration, the trigger will be Google Forms, and the action will be Flow CRM.

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3. Selecting Google Forms as the Trigger Application

In this step, you will select Google Forms as the trigger application in Pabbly Connect. Choose the trigger event ‘New Response Received’. This means the workflow will start whenever a new response is submitted through your Google Form.

Once selected, you will receive a webhook URL from Pabbly Connect. Copy this URL as you will need to set it up in your Google Forms to establish the connection. Follow the instructions provided to link the webhook URL to your Google Form.

• Go to your Google Form and navigate to the ‘Responses’ section.
• Click on ‘View in Sheets’ to create a Google Sheet linked to your form.
• Insert the copied webhook URL in the Google Sheets add-on for Pabbly Connect.

With this setup, every time a new form is submitted, the response will be captured and sent to Pabbly Connect automatically, triggering the next steps in your workflow.

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4. Connecting Flow CRM to Pabbly Connect

Now that you have set up Google Forms as the trigger, the next step is to connect Flow CRM as the action application in Pabbly Connect. Select Flow CRM and choose the action event ‘Create Contact’. This action will create a new contact in Flow CRM whenever a new Google Form response is received.

To establish this connection, you will need the API key and account URL from your Flow CRM account. Go to your Flow CRM account, navigate to the profile section, and under API settings, create a new API key. Copy this key and paste it into Pabbly Connect.

Enter your Flow CRM account URL in Pabbly Connect. Paste the copied API key to establish the connection. Click on ‘Save’ to finalize the connection.

After saving, you can now map the fields from the Google Form responses to the corresponding fields in Flow CRM. This mapping ensures that the correct data is transferred each time a new response is submitted.

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5. Testing the Integration

With everything set up, it’s time to test the integration between Google Forms and Flow CRM using Pabbly Connect. Submit a new response through your Google Form to see if the contact is created in Flow CRM automatically. After submitting the form, check the Google Sheets to ensure the data is recorded correctly.

Once the response is captured in Google Sheets, navigate back to Pabbly Connect to confirm that the data has been sent to Flow CRM. You should see the newly created contact in your Flow CRM account under the contacts section.

Submit a test entry in Google Forms. Verify the entry in Google Sheets. Check Flow CRM for the new contact.

If the contact appears successfully, your integration is working perfectly. This automation will save you time and enhance your efficiency by eliminating manual data entry.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of creating contacts in Flow CRM from Google Forms submissions. By following the steps outlined, you can streamline your workflow and manage leads more efficiently. Automating this process not only saves time but also reduces the chances of errors in data entry.

Learn how to automate the creation of Google Contacts from Notion database items using Pabbly Connect in this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

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Introduction to Pabbly Connect for Google Contacts Integration

In this tutorial, we will explore how to create Google Contacts from a Notion database item using Pabbly Connect. This integration allows you to automate the creation of new contacts whenever a new lead is added to your Notion database. By using Pabbly Connect, you can streamline your workflow and save time.

To start, you need to have a Notion database where you store your lead details. This could include names, emails, and phone numbers. With Pabbly Connect, you can link this database to your Google Contacts, ensuring that every new lead is automatically saved as a contact.

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Setting Up Pabbly Connect for Notion and Google Contacts

To begin the integration, first, log in to your Pabbly Connect account. If you are a new user, you can sign up for free and get 300 tasks per month. Once you are logged in, navigate to the dashboard where you will create a new workflow to connect Notion and Google Contacts.

Click on the ‘Create Workflow’ button in the top right corner. You will be prompted to name your workflow. Here, you can name it something like ‘Create Google Contact from Notion Database Item’. Select the appropriate folder to keep your workflows organized. Now, you are ready to set up the trigger.

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Configuring the Notion Trigger in Pabbly Connect

In this step, you will configure the trigger for your workflow. Choose Notion as your trigger application and select the event as ‘New Database Item’. This means that whenever a new item is added to your Notion database, Pabbly Connect will capture this event and initiate the workflow.

Next, you need to connect your Notion account to Pabbly Connect. Click on ‘Connect with Notion’ and grant the necessary permissions. After successful authorization, select the database ID for your lead details. This is crucial as it tells Pabbly Connect which database to monitor for new entries.

• Select your Notion database containing lead details.
• Authorize Pabbly Connect to access your Notion account.
• Set the trigger event to ‘New Database Item’.

Once this is done, you can test the trigger to ensure that Pabbly Connect is capturing new leads correctly. This setup is essential for the automation to work effectively.

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Adding Google Contacts as Action in Pabbly Connect

Now that your Notion trigger is set up, it’s time to add the action for Google Contacts. Select Google Contacts as your action application and choose the action event as ‘Create Contact’. This action will create a new contact in your Google Contacts whenever a new lead is added in Notion.

To connect your Google Contacts account, click on ‘Sign in with Google’ and authorize Pabbly Connect to access your contacts. Once connected, you will be prompted to map the fields from your Notion database to Google Contacts. This mapping is crucial as it ensures that the correct information is transferred.

• Select the fields for first name, last name, email, and phone number from your Notion database.
• Map these fields to the corresponding fields in Google Contacts.
• Test the action to confirm that a new contact is created successfully.

After testing, you will see that a new contact has been created in your Google Contacts from the lead details entered in Notion. This confirms that the integration is working perfectly through Pabbly Connect.

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Conclusion

In this tutorial, we successfully demonstrated how to create Google Contacts from a Notion database item using Pabbly Connect. By automating this process, you can save time and ensure that your leads are always organized in Google Contacts. With just a few simple steps, you can set up this powerful integration and streamline your workflow.

Learn how to automatically add Zoom meeting registrants as Mailchimp members using Pabbly Connect in this detailed tutorial. Follow our step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

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Access Pabbly Connect to Set Up Your Integration

To automatically add Zoom meeting registrants as Mailchimp members, you will first need to access Pabbly Connect. This platform allows you to seamlessly integrate various applications without any coding skills. Begin by opening your browser and navigating to Pabbly Connect’s website.

Once there, you will see options to sign in or sign up. If you are new to Pabbly Connect, click on the ‘Sign Up for Free’ button. This will allow you to create an account quickly, giving you access to 100 free tasks every month. If you already have an account, simply log in to access your dashboard.

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Create a New Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A pop-up window will appear prompting you to name your workflow. Enter a descriptive name, such as ‘Automatically Add Zoom Meeting Registrants as Mailchimp Members’, and click ‘Create’.

This will lead you to the workflow setup window where you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. In this case, your Trigger will be Zoom, and your Action will be Mailchimp.

• Click ‘Create Workflow’ to start.
• Name your workflow for easy identification.
• Set up Trigger and Action sections appropriately.

Now that your workflow is created, it’s time to set up the Trigger event, which will be Zoom. This is the starting point of your integration.

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Set Up Zoom as Your Trigger in Pabbly Connect

To set up Zoom as your Trigger in Pabbly Connect, select Zoom from the Trigger Application options. Then, choose the event type as ‘New Registrant’. This will ensure that every time someone registers for your Zoom meeting, it will trigger the workflow.

Next, you will need to connect your Zoom account with Pabbly Connect. Click on ‘Connect’, then ‘Add New Connection’. You will be prompted to enter a token. To obtain this token, log in to your Zoom account and create a new app in the Zoom App Marketplace.

• Select Zoom as the Trigger application.
• Choose ‘New Registrant’ as the Trigger event.
• Connect your Zoom account for authentication.

After entering the token, save the connection. This setup allows Pabbly Connect to receive data from Zoom whenever a new registrant signs up for your meeting.

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Configure Mailchimp as Your Action in Pabbly Connect

With Zoom set up as your Trigger, the next step is to configure Mailchimp as your Action in Pabbly Connect. Search for Mailchimp in the Action Application section and select it. Choose ‘Add New Member’ as the Action event to add the registrants to your Mailchimp audience.

To connect Mailchimp, you will need to provide your Mailchimp API key and data center. Log in to your Mailchimp account, go to your profile, and find the API keys section under Extras. Generate a new API key if necessary, and copy it along with the data center from your Mailchimp URL.

Select Mailchimp as the Action application. Choose ‘Add New Member’ as the Action event. Enter your Mailchimp API key and data center.

Once connected, you will be able to map the details from the Zoom registrant to the fields in Mailchimp, such as email address, first name, and last name. This mapping ensures that every new registrant is added correctly to your Mailchimp audience.

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Test Your Integration in Pabbly Connect

After setting up both the Trigger and Action, it’s essential to test the integration in Pabbly Connect. To do this, create a test registrant in your Zoom meeting using the registration link. Once the registration is completed, go back to Pabbly Connect and click on ‘Save and Send Test Request’. This action will check if the integration is working as expected.

If successful, you will receive a response from Pabbly Connect, confirming that the registrant details have been received. You can then verify in your Mailchimp account to see if the new member has been added to your audience.

Create a test registrant in your Zoom meeting. Return to Pabbly Connect and send a test request. Check Mailchimp for the new member entry.

This testing phase ensures that your automation is functioning correctly, allowing you to manage your email marketing effectively.

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Conclusion

In this tutorial, we demonstrated how to automatically add Zoom meeting registrants as Mailchimp members using Pabbly Connect. By following these steps, you can streamline your email marketing efforts and enhance your audience engagement. With Pabbly Connect, integrating applications has never been easier, allowing you to focus on your core business activities.