Author: Rajpal Tomar

Learn how to automate the integration of Facebook Lead Ads with MongoDB using Pabbly Connect in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To integrate Facebook Lead Ads with MongoDB, we will utilize Pabbly Connect. Start by signing up for a free account on Pabbly Connect to access its automation features. Once registered, log into your Pabbly Connect dashboard.

After logging in, click on the ‘Create Workflow’ button to begin setting up your automation. You can name your workflow something like ‘Facebook Lead Ads to MongoDB’. This naming will help you identify the workflow later on.

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2. Connecting Facebook Lead Ads with Pabbly Connect

In this section, we will connect your Facebook Lead Ads account to Pabbly Connect. Start by selecting ‘Facebook Lead Ads’ as your app in the trigger window. Then, choose the trigger event as ‘New Lead Instant’. Click on connect to proceed.

• Select ‘Add New Connection’ to link your Facebook account.
• Log into Facebook when prompted, allowing Pabbly Connect to access your account.
• Choose the specific Facebook page from which you want to capture leads.

After selecting your page, you will need to choose the lead generation form associated with your ads. Click ‘Save and Send Test Request’ to check if the connection is successful. Pabbly Connect will now wait for a new lead to be generated.

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3. Generating a Test Lead for Facebook Ads

To test the connection between Facebook Lead Ads and Pabbly Connect, we need to generate a test lead. Use Meta’s Lead Ad Testing Tool to create a test lead that will be captured by Pabbly Connect. Select your Facebook page and lead form, then fill in the lead details.

• Enter a name, email address, phone number, country, and zip code for the test lead.
• Submit the form to generate the lead.

Once the test lead is submitted, return to Pabbly Connect to see if the new lead details have been captured. If successful, you will see the lead information in the Pabbly Connect workflow.

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4. Adding Leads to MongoDB Using Pabbly Connect

Now that we have captured a lead, the next step is to add this lead to your MongoDB database using Pabbly Connect. In the action step of your workflow, search for ‘MongoDB’ and select it as your app. Choose the action event ‘Create Record’ to proceed.

To connect your MongoDB account, you will need to enter the connection string. This string can be obtained from your MongoDB account under the cluster settings. Make sure to enter your database username, password, and database name in the correct format.

Add your current IP address to MongoDB’s network access settings. Copy the connection string and paste it into Pabbly Connect. Specify the collection name where you want to store the lead data.

After completing the connection setup, create a custom JSON body to map the lead details captured from Facebook. This JSON body will include the lead’s name, email, phone number, zip code, and any other relevant details.

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5. Testing the Automation Workflow

With everything set up, it’s time to test the automation between Facebook Lead Ads and MongoDB using Pabbly Connect. Generate another test lead using the same Lead Ad Testing Tool. Ensure that you delete the previous test lead to avoid duplicates.

After submitting the new lead details, check your MongoDB database to confirm that the new lead has been added successfully. Refresh the database page to see the latest entries.

Verify that all lead details match the submitted information. Ensure that the automation runs smoothly without any errors.

This successful test confirms that your integration is working as intended, allowing you to automate the process of adding leads from Facebook to your MongoDB database seamlessly.

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Conclusion

In this tutorial, we demonstrated how to effectively use Pabbly Connect to automate the integration of Facebook Lead Ads with MongoDB. By following the steps outlined, you can streamline your lead management process and ensure that all new leads are captured efficiently.

Learn how to integrate Contact Form 7 with InCharge using Pabbly Connect for automatic lead management. Follow this detailed tutorial for step-by-step instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

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1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. This platform is essential for connecting Contact Form 7 with InCharge. Begin by opening your browser and searching for Pabbly Connect.

On the landing page, you will see options to sign in or sign up. If you don’t have an account, click on the ‘Sign Up for Free’ button to create one. This process takes just a couple of minutes and gives you 100 free tasks monthly. Once logged in, you will be directed to the Pabbly Connect dashboard.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you need to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow based on your objective. For this integration, you might label it as ‘Create or Update InCharge Person on Contact Form 7 Submission’.

• Click on the ‘Create’ button to proceed.
• You will see two boxes: Trigger and Action.
• Select ‘Contact Form 7’ as your trigger application.

After selecting the trigger application, you will need to define the trigger event. Choose ‘New Form Submission’ as the event that will initiate the workflow. This setup ensures that every new lead captured through Contact Form 7 will trigger the workflow in Pabbly Connect.

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3. Connecting Contact Form 7 to Pabbly Connect

Next, you’ll need to connect Contact Form 7 to Pabbly Connect. This involves copying a webhook URL provided by Pabbly Connect. This URL acts as a bridge between your form and Pabbly Connect.

Head over to your WordPress dashboard where Contact Form 7 is installed. Open the specific form you want to integrate, and go to the ‘Webhook’ section. Here, paste the copied webhook URL from Pabbly Connect. After pasting, make sure to save the changes to establish the connection.

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4. Testing the Integration with a Form Submission

Now that the connection is established, it’s time to test the integration. Go back to your Contact Form 7 and fill out the lead form with the necessary details. For instance, use the name ‘Michael Caris’ and provide a valid email and phone number.

• Submit the form to send the data to Pabbly Connect.
• Return to Pabbly Connect and check if the data has been received.
• This confirmation means your integration is working correctly.

Once the form submission is received in Pabbly Connect, you can proceed to set up the action step to update or create a new person in InCharge.

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5. Finalizing the Integration with InCharge

To complete the integration, you need to set up the action in Pabbly Connect. Search for InCharge as your action application and select the action event as ‘Add or Update Person’. This will ensure that the lead information from Contact Form 7 is properly processed.

After selecting the action event, connect your InCharge account to Pabbly Connect by following the prompts. Once connected, map the fields from your form submission to the corresponding fields in InCharge. This mapping is crucial as it allows the correct data to be transferred every time a new lead is submitted.

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Conclusion

In this tutorial, we explored how to integrate Contact Form 7 with InCharge using Pabbly Connect. By following the outlined steps, you can automate lead management effectively, ensuring that your leads are promptly captured and updated in your InCharge account. This integration not only saves time but also enhances your follow-up capabilities for better event planning.

Learn how to automate notifications to your team on Google Chat for FlexiFunnels purchases using Pabbly Connect. Step-by-step guide included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

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

To notify your team on Google Chat for FlexiFunnels purchases, we will utilize Pabbly Connect. First, access your Pabbly Connect dashboard by signing up for a free account if you haven’t already. This platform allows you to automate workflows between different applications seamlessly.

Once logged in, you will create a new workflow. Click the ‘Create Workflow’ button and name it something like ‘FlexiFunnels to Google Chat’. Choose a folder for organization and click on ‘Create’. This sets the stage for the automation process.

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2. Setting Up Trigger for New Purchases in FlexiFunnels

In this step, we will set up the trigger in Pabbly Connect to detect new purchases in FlexiFunnels. In the trigger window, search for ‘FlexiFunnels’ and select it. Choose the trigger event as ‘New Purchase’ from the dropdown menu.

• Select ‘FlexiFunnels’ as the app.
• Set the trigger event to ‘New Purchase’.
• Copy the webhook URL provided by Pabbly Connect.

Now, go to your FlexiFunnels account and navigate to the product section where you want to set this up. Edit the product, and in the ‘Set Rule’ section, select ‘When Product is Purchased’. Paste the webhook URL into the designated field and save the changes. This connects FlexiFunnels to Pabbly Connect.

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3. Testing the Purchase Trigger

With the webhook set up, it’s time to test the integration. Go back to the checkout page for the product you configured in FlexiFunnels. Enter dummy customer details and complete a test purchase. This action will trigger the webhook you set up in Pabbly Connect.

Upon completing the order, return to your Pabbly Connect dashboard. You should see the response indicating that the new purchase details have been received. This includes customer information such as name, email, and transaction ID, confirming that the trigger is working correctly.

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4. Setting Up Google Chat Action in Pabbly Connect

Now that we have the trigger working, we need to set up the action that sends purchase notifications to Google Chat. In Pabbly Connect, scroll down to the action step and search for ‘Google Chat’. Select it and choose the action event as ‘Create Message’.

• Select ‘Google Chat’ as the app for the action.
• Choose ‘Create Message’ as the action event.
• Enter the Google Chat webhook URL generated for your chat space.

To generate the webhook URL, go to your Google Chat space, click on ‘Apps and Integration’, then ‘Webhooks’. Create a new webhook, name it, and copy the URL back to Pabbly Connect. This URL is essential for sending messages to your team.

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5. Configuring the Notification Message

With the Google Chat action set up, the final step is to configure the message that will be sent to your team. In the message field, create a custom message that includes all relevant purchase details. Use the mapping feature to insert data from the trigger step.

For example, you can include the customer’s name, email, product name, and transaction ID in the message. After setting up the message, click on ‘Save and Send Test Request’. This will send a test message to your Google Chat space, confirming that everything is working correctly.

Once the test is successful, you can finalize your workflow. Your team will now receive real-time notifications on Google Chat whenever a new purchase occurs in FlexiFunnels, thanks to Pabbly Connect.

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Conclusion

This tutorial provided a detailed guide on how to notify your team on Google Chat for FlexiFunnels purchases using Pabbly Connect. By following these steps, you can automate notifications and keep your team updated on sales efficiently.

Learn how to automate adding Facebook Lead Ads leads to Zoom as registrants using Pabbly Connect. This step-by-step tutorial covers everything you need to know.

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1. Setting Up Pabbly Connect for Integration

To integrate Facebook Lead Ads with Zoom using Pabbly Connect, you first need to sign up for an account. This process is straightforward and can be completed in just a few minutes. After signing up, log in to your Pabbly Connect dashboard where you will create a new workflow for this automation.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Facebook Leads to Zoom.’ Select the appropriate folder for your account and proceed to create. This will set up the environment for your automation, allowing Pabbly Connect to facilitate the connection between Facebook Lead Ads and Zoom.

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2. Connecting Facebook Lead Ads to Pabbly Connect

In this step, you will connect your Facebook Lead Ads account to Pabbly Connect. In the trigger window, choose ‘Facebook Lead Ads’ as your app. For the trigger event, select ‘New Lead Instant’ from the dropdown menu. This setting ensures that every time a new lead is generated, Pabbly Connect captures the details automatically.

• Click on the ‘Connect’ button and select ‘Add New Connection’.
• Log in to your Facebook account and allow Pabbly Connect to access your lead ads.
• Select the Facebook page where your lead ads are running.

After connecting, you will need to choose the lead generation form from which you want to capture leads. Once selected, click ‘Save and Send Test Request’ to ensure Pabbly Connect is set up correctly to receive new leads from Facebook.

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3. Generating Test Leads for Verification

Once your Facebook Lead Ads are connected to Pabbly Connect, it’s time to generate a test lead. Navigate to the Facebook lead ad testing tool to create a dummy lead. This step is crucial as it verifies that Pabbly Connect is properly receiving data from Facebook.

• Select your Facebook page and the lead form you are using.
• Fill in the details for a test lead, such as name, email, and phone number.
• Submit the form to generate the test lead.

Once the test lead is submitted, return to Pabbly Connect and check if the trigger step has received the data. This confirms that your integration is working as intended.

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4. Connecting Zoom to Pabbly Connect

Now that you have successfully set up the Facebook Lead Ads trigger, the next step is to connect Zoom. In the action window of Pabbly Connect, select ‘Zoom’ as your application. Choose the action event as ‘Add Meeting Registrant’. This action will allow you to add the new lead as a registrant for your Zoom meeting.

Click on the ‘Connect’ button and select ‘Add New Connection’. Log in to your Zoom account through Pabbly Connect to establish the connection. After connecting, select the specific Zoom meeting for which you want to add the registrant. You will see a dropdown list of your active meetings.

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5. Mapping Lead Details to Zoom

With the Zoom connection established, it’s time to map the lead details from Facebook to Zoom using Pabbly Connect. In the action setup, you will need to fill in the registrant’s email, first name, last name, and any other required fields. This is done using the mapping feature, where you link the responses from the Facebook trigger to the Zoom action.

Map the email field from the Facebook lead data to Zoom. Map the first name and last name fields similarly. Optionally, map the phone number and organization fields.

After mapping all necessary fields, click ‘Save and Send Test Request’. If successful, the lead will be added as a registrant for your Zoom meeting, confirming that the automation via Pabbly Connect is functioning properly.

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Conclusion

This tutorial demonstrated how to automate the process of adding Facebook Lead Ads leads to Zoom as registrants using Pabbly Connect. By following these steps, you can streamline your lead management process effectively.

Learn how to integrate Typeform with Zoom using Pabbly Connect. This step-by-step guide will help you automate meeting registrations effortlessly. 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 to Set Up Integration

To integrate Typeform with Zoom, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect. This platform is essential for automating tasks between different applications.

Once you reach the Pabbly Connect homepage, you have the option to either sign in or sign up for free. Signing up is quick and gives you access to 100 free tasks every month. After logging in, you will be directed to the dashboard where you can create your workflow.

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2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button to begin setting up your integration. Name your workflow something descriptive, like ‘Add Zoom Meeting Registrant on Typeform Submission’ and click on ‘Create’.

This opens a window with two main sections: Trigger and Action. The Trigger is what starts the workflow, while the Action is what happens as a result. For this integration, you will first set up the Trigger.

• Click on ‘Trigger’ and search for Typeform.
• Select ‘New Entry’ as the trigger event.
• Connect Typeform to Pabbly Connect by clicking on ‘Connect’ and adding a new connection.

After connecting Typeform, select the specific form you want to use. This form will be the source of your inquiries, and you should test it to ensure it’s working correctly.

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3. Mapping Typeform Data to Zoom

With your trigger set up in Pabbly Connect, the next step is to map the data from Typeform to Zoom. This involves adding the registrant details to your Zoom meeting. For this, you need to set up the Action.

Search for Zoom in the Action application section and select it. Choose the action event as ‘Add Meeting Registrant’. Connect Zoom to Pabbly Connect in the same way you did with Typeform. Once connected, select the meeting where you want to add the registrant.

• Map the email address, first name, last name, and phone number from the Typeform submission.
• Ensure all required fields are filled correctly.
• Click on ‘Save and Send Test Request’ to check if the integration works.

Once you receive a positive response, your integration is successfully set up. This means that every time someone fills out your Typeform, they will be automatically registered for your Zoom meeting.

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4. Testing the Integration with New Submissions

Now that you have set up the integration using Pabbly Connect, it’s time to test it. Go back to your Typeform and submit a test entry. Fill in all the required details such as first name, last name, email address, and phone number.

After submitting the form, return to Pabbly Connect and check if the response from Typeform has been captured. You should see the details you entered in the previous step. Next, check your Zoom account to verify if the new registrant has been added to your meeting.

If everything is set up correctly, you will see the new registrant in your Zoom meeting list. This confirms that the automation between Typeform and Zoom through Pabbly Connect is functioning as intended.

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5. Conclusion: Automate Your Zoom Registrations with Pabbly Connect

In this tutorial, we demonstrated how to integrate Typeform with Zoom using Pabbly Connect. By setting up triggers and actions, you can automate the process of adding registrants to your Zoom meetings based on Typeform submissions.

This efficient setup not only saves time but also enhances your workflow, allowing you to focus on your tutoring service. With Pabbly Connect, you can streamline numerous processes, making your business operations smoother and more effective.

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Learn how to automate Slack notifications for Google Form submissions using Pabbly Connect. Step-by-step guide for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To automate Slack notifications for Google Form submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly website and clicking on the ‘Sign In’ button. If you are a new user, you can choose to ‘Sign Up for Free’ to get started.

Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ for Pabbly Connect to enter your dashboard. Here, you can create a new workflow which will connect Google Forms and Slack.

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2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for setting up the automation. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Google Forms to Slack Notifications.’ Select the folder where you want to save it.

• Click on ‘Create’ to open the workflow window.
• Select Google Forms as your trigger application.
• Choose the trigger event as ‘New Response Received.’

This setup ensures that every time there is a new response in Google Forms, it will trigger the workflow in Pabbly Connect and proceed to the next action.

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3. Linking Google Forms to Pabbly Connect

To link Google Forms with Pabbly Connect, you will need to copy the webhook URL generated in your workflow. Open your Google Forms, navigate to the ‘Responses’ tab, and link it with Google Sheets if not already done.

• Go to Extensions > Add-ons > Get Add-ons.
• Search for Pabbly Connect Webhooks and install it.
• Refresh the Google Sheets after installation.

After installation, go back to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup.’ Paste the webhook URL and select the trigger column. Click on ‘Submit’ to configure the setup successfully.

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4. Setting Up Slack Integration in Pabbly Connect

Now that Google Forms is linked to Pabbly Connect, it’s time to set up the Slack integration. In your workflow, select Slack as the action application, and choose the action event as ‘Send Channel Message.’ Connect your Slack account by clicking on ‘Add a New Connection.’

Choose the token type as ‘Bot’ for the Slack integration. Authorize Pabbly Connect to access your Slack account. Select the channel where you want to send notifications.

This integration ensures that every time a new registration is submitted through Google Forms, a message will be sent to your specified Slack channel via Pabbly Connect.

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5. Testing the Integration Workflow

After setting up the integration, it’s crucial to test the workflow. Submit a test response in your Google Form to see if the details appear in your Google Sheets and if a notification is sent to Slack.

Once you submit the test response, check your Slack channel. You should see an automated message with the registration details. This confirms that the integration is working perfectly through Pabbly Connect. You can continue to monitor and adjust your workflow as needed.

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Conclusion

In this tutorial, we explored how to automate Slack notifications for Google Form submissions using Pabbly Connect. This integration helps streamline communication and keeps your team updated in real-time on new registrations, enhancing overall efficiency.

Learn how to automate WhatsApp messaging for Instamojo payments using Pabbly Connect. Step-by-step tutorial on integrating WhatsApp and Instamojo. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for integrating WhatsApp and Instamojo, visit the Pabbly Connect homepage. You can access it by typing the URL in your browser. On the homepage, you will see options to either sign in or sign up for free.

For new users, clicking on the ‘Sign Up for Free’ button will create a new account within minutes. Existing users can log in directly. By signing up, you receive 100 free tasks every month to explore the capabilities of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can view all your workflows. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow.

• Enter a name for your workflow, such as ‘Send and Get WhatsApp Message on Successful Instamojo Payment.’
• Select a folder to save your workflow, like ‘WhatsApp Marketing Automations.’
• Click on ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see two key sections: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens as a result. Understanding these components is essential for effective automation using Pabbly Connect.

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3. Setting Up Trigger with Instamojo

The next step involves selecting the Trigger application, which will be Instamojo. Choose the trigger event that captures a new sale, which is critical for sending WhatsApp messages. Once selected, Pabbly Connect generates a webhook URL that acts as a bridge for data transfer.

Copy this webhook URL and head to your Instamojo account. In the product settings, find the option to add a webhook. Paste the copied URL and ensure that it captures only successful payment events. This step is crucial for ensuring that your automation works effectively.

• Access the product settings in Instamojo.
• Paste the webhook URL in the designated field.
• Save the settings to activate the connection.

Once the webhook is set up, Pabbly Connect will wait for a response from Instamojo, confirming that the connection is active and ready to capture new sales.

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4. Configuring Action to Send WhatsApp Messages

With the Trigger set, the next step is to configure the Action using AI Sensei for WhatsApp messaging. Select WhatsApp by AI Sensei as your Action application and choose the action event to send a template message.

To establish this connection, you will need the API key from your AI Sensei account. Once you have it, paste it into Pabbly Connect to create a new connection. After the connection is successful, you can set up the message template that will be sent to customers.

Create a message template in AI Sensei. Link the template to a live campaign. Map customer details like name and order ID in the template.

After configuring the message, test the Action to ensure that it sends the WhatsApp message correctly. This step confirms that Pabbly Connect is effectively facilitating the communication between Instamojo and WhatsApp.

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5. Finalizing the Automation Process

Once the WhatsApp message setup is complete, you can finalize the automation process. This involves ensuring that every time a new sale is made on Instamojo, a confirmation message is sent to the customer, and you receive an internal notification as well.

To do this, repeat the Action configuration for sending internal notifications. Create a new campaign in AI Sensei specifically for internal notifications, and link the relevant template. Map the necessary variables such as order ID, customer name, and amount in the message.

Set up a separate campaign for internal notifications. Map variables to customize internal messages. Test the setup to ensure notifications are received correctly.

After testing, you can confirm that the entire process is automated, allowing you to efficiently manage customer communications through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate WhatsApp messaging for Instamojo payments using Pabbly Connect. By following the steps outlined, you can streamline customer communications and enhance your business operations effectively.

Learn how to automate creating or updating contacts in Keep using Elementor forms with Pabbly Connect. Step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create or update Keep contacts using Elementor forms, you first need to access Pabbly Connect. Open a new tab in your browser and search for Pabbly Connect.

Once on the landing page, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign Up for Free’ button to create an account, which only takes about two minutes. Existing users can simply sign in to access their dashboard.

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2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow based on your objective, such as ‘Create or Update Keep Contact on Elementor Form Submission.’ Then, click on ‘Create’ to proceed.

• Name your workflow relevantly.
• Select the trigger and action applications.
• Follow the prompts to establish connections.

In the workflow setup, you will see options for Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. You need to set up your trigger first, which will be the Elementor form submission.

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3. Setting Up the Trigger with Elementor

To set up the trigger in Pabbly Connect, search for and select the Elementor application. Choose the event ‘New Form Submission’ as your trigger event.

Next, you will need to connect Elementor with Pabbly Connect using a webhook URL. Copy the webhook URL provided, as this will be essential for connecting your Elementor form to Pabbly Connect.

• Select ‘Elementor’ as your trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL for the next steps.

After copying the webhook URL, go to your WordPress account where Elementor is installed. Open the Elementor form you want to use and navigate to the ‘Actions After Submit’ section to paste the webhook URL.

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4. Setting Up the Action to Update Keep Contacts

With the trigger set up, the next step in Pabbly Connect is to configure the action that will occur when a new form submission is received. Search for and select the Keep application, specifically ‘Infusionsoft by Keep’ as your action application.

Choose ‘Create/Update Contact’ as your action event. You will need to connect your Keep account with Pabbly Connect by clicking on ‘Connect’ and allowing access to your Keep account.

Select ‘Infusionsoft by Keep’ as your action application. Choose ‘Create/Update Contact’ as the action event. Connect your Keep account to Pabbly Connect.

Once connected, map the fields from the Elementor form submission to the corresponding fields in Keep. This mapping ensures that the correct information is sent to Keep whenever a new form submission occurs.

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5. Testing and Verifying the Integration

After completing the setup in Pabbly Connect, it’s crucial to test the integration. Submit a new form entry through your Elementor form. This action will trigger the workflow you set up, and you should see the response in Pabbly Connect indicating that a contact has been created or updated in Keep.

Check your Keep account to verify that the contact details have been updated correctly. You can refresh the contacts page in Keep to ensure that the new or updated contact appears with the correct information.

Submit a test form entry through Elementor. Verify the response in Pabbly Connect. Check your Keep account for the updated contact.

By following these steps, you will have successfully set up an automation that creates or updates contacts in Keep based on Elementor form submissions, all facilitated by Pabbly Connect.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of creating or updating Keep contacts through Elementor form submissions. With these steps, you can efficiently manage your email list and streamline your marketing efforts.

Learn how to automate the creation of Google Slides from Google Sheets and send them via WhatsApp using Pabbly Connect. Step-by-step guide included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To automate the process of sending course completion certificates, we need to set up Pabbly Connect. First, visit the Pabbly Connect website and sign in or create a free account. Once logged in, you will have access to the dashboard where you can create workflows.

Click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this process, name it ‘Create Google Slides from Google Sheets and Send via WhatsApp’. After naming your workflow, select the appropriate folder for organization.

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2. Connecting Google Sheets to Pabbly Connect

In this section, we will integrate Google Sheets with Pabbly Connect. Start by selecting Google Sheets as your trigger application. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This means whenever a new row is added to your Google Sheets, it will trigger the workflow.

• Select the Google Sheets account you want to connect.
• Copy the provided Webhook URL from Pabbly Connect.
• In Google Sheets, go to Extensions > Add-ons > Get Add-ons and search for ‘Pabbly Connect Webhooks’.

After installing the add-on, refresh your spreadsheet. Go to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the Webhook URL and set the trigger column to the last column of your data. Click ‘Send Test’ to verify the connection.

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3. Creating Certificates in Google Slides Using Pabbly Connect

Next, we will create personalized certificates using Google Slides. Select Google Slides as your action application in Pabbly Connect. Choose the action event as ‘Create Presentation from Template’. This allows you to use a pre-designed template for the certificates.

For this step, ensure you have a Google Slides template ready. Map the fields such as the student’s name and course name from the previous Google Sheets response. This ensures that each certificate is personalized based on the data.

• Select the template name for your certificate.
• Map the title of the presentation to include the student’s name and course name.
• Choose the location in Google Drive to save the presentation.

After setting up these details, click on ‘Save and Send Test Request’ to create the certificate. Verify that the certificate is generated correctly in your Google Drive.

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4. Sending Certificates via WhatsApp Using Pabbly Connect

Now that the certificates are created, the next step is to send them via WhatsApp. For this, select WhatsApp as your action application in Pabbly Connect. Choose the action event as ‘Send Template Message’. This will allow you to send a personalized message along with the certificate link.

To set this up, you will need to connect to the WhatsApp API. Enter your API key from your WhatsApp service provider and create a new campaign for sending the messages. Map the student’s phone number and the PDF link of the certificate into the message template.

Input the mobile number along with the country code. Map the template parameters for the student’s name and course name. Send a test message to ensure everything is working correctly.

Once the setup is complete, click ‘Save and Send Test Request’. Check WhatsApp for the confirmation message sent to the student.

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5. Finalizing the Automation with Pabbly Connect

To ensure that all students receive their certificates automatically, you must finalize the automation. Go back to Google Sheets and set the extension to send all data. This ensures that every student listed will receive their certificate.

Additionally, you can set up the workflow to send certificates automatically whenever a new row is added in Google Sheets. This way, every new student will receive their certificate without manual intervention.

To summarize, we integrated Google Sheets, Google Slides, and WhatsApp using Pabbly Connect to automate the process of sending personalized course completion certificates. This method saves time and ensures that every student receives their certificate promptly.

Conclusion

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

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In conclusion, this tutorial demonstrates how to automate the creation and sending of Google Slides certificates via WhatsApp using Pabbly Connect. Following these steps will streamline your workflow and enhance efficiency in your communication with students.

Learn how to integrate Google Forms with Zendesk using Pabbly Connect to automate user creation upon form submission. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Google Forms with Zendesk, you first need to access Pabbly Connect. Simply type in the URL for Pabbly Connect in your browser to reach the login page.

Once on the page, you can either sign in if you already have an account or sign up for free to get started. Signing up gives you access to 100 tasks monthly. After logging in, navigate to the Pabbly Connect dashboard where you can create your workflow.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to automate user creation in Zendesk upon Google Forms submission. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Create Zendesk User on Google Form Submission’.

• Select the appropriate folder for your workflow.
• Define the trigger application as Google Forms.
• Set the trigger event to ‘New Response Received’.

This setup allows Pabbly Connect to listen for new responses in Google Forms, which will trigger the action of creating a user in Zendesk.

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3. Connecting Google Forms to Pabbly Connect

To successfully connect Google Forms to Pabbly Connect, you will need a webhook URL provided by Pabbly Connect. This webhook acts as a bridge between Google Forms and Pabbly Connect.

Access your Google Form and ensure all required fields are set up correctly. Next, navigate to the ‘Responses’ section and select ‘View in Sheets’. This will open the linked Google Sheet for the form. You must also install the Pabbly Connect add-on from the Google Workspace Marketplace to facilitate this connection.

• Go to Extensions > Add-ons > Get Add-ons and search for Pabbly Connect.
• After installing, return to Extensions > Pabbly Connect > Initial Setup.
• Paste the webhook URL and specify the trigger column.

By completing these steps, you ensure that every new form submission is sent to Pabbly Connect, allowing it to process the data and trigger further actions.

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4. Creating a User in Zendesk Using Pabbly Connect

After successfully setting up the trigger, you will now configure the action in Pabbly Connect. Set the action application to Zendesk and select ‘Create User’ as your action event.

To connect to Zendesk, you will need your Zendesk username, API token, and subdomain. Enter these details in Pabbly Connect to establish the connection. This connection allows Pabbly Connect to create users in your Zendesk account based on the data received from Google Forms.

Map the fields from the Google Forms response to the corresponding fields in Zendesk. Ensure to use dynamic mapping to keep the data updated with new submissions. Click ‘Save and Send Test Request’ to check if the user is created successfully.

Once you receive a successful response, you can verify in your Zendesk account that the user has been created with the details provided in the Google Form.

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5. Testing the Integration and Verifying Results

To finalize the setup, you need to test the integration. Fill out the Google Form with dummy data and submit it. This will trigger the workflow in Pabbly Connect, sending the data to Zendesk to create a new user.

After submitting the form, check both the Google Sheets and Zendesk to confirm that the data has been recorded correctly. You should see the new user created in Zendesk with the information you provided in the form.

If everything is set up correctly, you can repeat this process with different entries in your Google Form, and each submission will automatically create a new user in Zendesk.

Conclusion

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

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In conclusion, this tutorial demonstrated how to integrate Google Forms with Zendesk using Pabbly Connect. By following the steps outlined, you can automate user creation upon form submissions, enhancing your workflow efficiency. If you have any questions or need further assistance, feel free to reach out to Pabbly support.