Author: Rajpal Tomar

Learn how to automate adding IndiaMART leads to Google Sheets for your office supplies business using Pabbly Connect. Step-by-step guide included! 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 IndiaMART Integration

To integrate IndiaMART leads into Google Sheets, first, access Pabbly Connect by visiting its official website. You can do this by typing ‘Pabbly.com/connect’ in your browser. After reaching the landing page, you will need to sign in to your account.

If you are a new user, click on ‘Sign up for free’ to create an account and get 100 tasks free monthly. Existing users can simply sign in. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can begin creating your workflows.

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2. Creating a Workflow in Pabbly Connect

In this step, you’ll create a new workflow that connects IndiaMART and Google Sheets using Pabbly Connect. Click on the ‘Create Workflow’ button. A prompt will appear asking for a workflow name; enter ‘Add IndiaMART Leads to Google Sheets for Stationery & Office Supplies Business’.

• Choose the folder to save your workflow.
• Click on ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger represents the event that starts the automation, while the action defines what happens as a result. In this case, the trigger will be IndiaMART, specifically set to ‘New Leads’.

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3. Setting Up IndiaMART Trigger in Pabbly Connect

To set up the trigger, select IndiaMART as your application in Pabbly Connect. Then, choose ‘New Leads’ as the trigger event. This step is crucial as it tells Pabbly Connect to listen for new leads from your IndiaMART account. You will be provided with a webhook URL.

Copy this webhook URL as it will be used to connect your IndiaMART account with Pabbly Connect. Now, navigate to your IndiaMART seller dashboard, go to the ‘Leads Manager’, and select ‘Push API’ under the import/export leads option. Here, paste the webhook URL into the designated field.

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4. Testing the Webhook Connection

After pasting the webhook URL into your IndiaMART settings, you need to test the connection. Go back to Pabbly Connect and check if it is waiting for a webhook response. To generate a response, submit a test inquiry via your IndiaMART profile.

Once you submit the inquiry, return to Pabbly Connect. If the connection is successful, you will see the response captured in the dashboard, confirming that the integration between IndiaMART and Pabbly Connect is working correctly.

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5. Connecting Google Sheets to Pabbly Connect

The final step is to connect Google Sheets to Pabbly Connect for automatic data entry. Select Google Sheets as your action application and choose the ‘Add New Row’ action event. Click on ‘Connect’ to establish this connection.

Authorize Pabbly Connect to access your Google Sheets account. Once connected, select the spreadsheet where you want to store the leads. Use the mapping feature to fill in the required fields such as first name, last name, email, and inquiry message from the data received from IndiaMART. This ensures that every new lead is automatically added to your Google Sheets.

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Conclusion

In this tutorial, we explored how to automate the process of adding IndiaMART leads to Google Sheets using Pabbly Connect. By following the steps outlined, you can efficiently track inquiries and streamline your office supplies business operations.

Learn how to automate the creation of new Kit subscribers from Google Sheets using Pabbly Connect. Follow this detailed tutorial for step-by-step instructions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To create a new Kit subscriber from Google Sheets automatically, you first need to access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect website and signing in with your account.

If you are a new user, sign up for a free account to get started. Once logged in, navigate to the dashboard where you can create new workflows. This is where the automation process begins, enabling you to link Google Sheets with Kit.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button and name it appropriately, such as ‘Create New Subscriber from Google Sheets Automatically’. Select the desired folder to save your workflow.

• Click on the ‘Create’ button to initiate the workflow.
• Choose Google Sheets as the trigger application.
• Select the trigger event as ‘New or Updated Spreadsheet Row’.

Once you have set the trigger, Pabbly Connect will wait for new data entries in your Google Sheets to initiate the workflow. This setup is crucial for automating the subscriber creation process in Kit.

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3. Connecting Google Sheets with Pabbly Connect

To establish a connection between Google Sheets and Pabbly Connect, you will need a Webhook URL provided by Pabbly. Go to your Google Sheets and click on the ‘Extensions’ menu, then select ‘Add-ons’ and install the Pabbly Connect Webhooks add-on if you haven’t done so already.

After installation, open the Pabbly Connect Webhooks add-on and configure the initial setup by entering the Webhook URL and the trigger column, which is typically the last column where data will be entered. Once you submit this configuration, Pabbly Connect will be ready to capture data from Google Sheets.

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4. Creating a Subscriber in Kit via Pabbly Connect

With the connection established, the next step is to set up the action in Pabbly Connect. Select Kit as the action application and choose the action event as ‘Tag a Subscriber’. You will need to connect your Kit account by entering the API key and API secret from your Kit account settings.

• Map the fields from the Google Sheets data to the corresponding fields in Kit.
• Ensure that you select the correct tag ID for the subscriber.
• Click on ‘Save and Send Test Request’ to verify the integration.

If everything is configured correctly, you will receive a positive response indicating that the subscriber has been successfully created in your Kit account. This confirms that Pabbly Connect is effectively automating the process.

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5. Testing the Automation Process

To ensure that the automation is functioning correctly, add a new entry in your Google Sheets. For example, input a new lead’s first name, last name, email, and phone number. Once you save this information, Pabbly Connect will trigger the workflow and send this data to Kit.

After refreshing your Kit account, check the subscribers list to confirm that the new subscriber has been created successfully. This step validates that the integration between Google Sheets and Kit via Pabbly Connect is working as intended.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of new Kit subscribers from Google Sheets using Pabbly Connect. By following the steps outlined, you can efficiently manage your subscriber list without manual data entry. This integration enhances productivity and streamlines your workflow.

Learn how to automate Zoom registrations and WhatsApp reminders using Pabbly Connect with Instamojo payments. Step-by-step tutorial included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

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1. Setting Up Pabbly Connect for Automation

To start automating your Zoom registrations and WhatsApp reminders, you need to set up Pabbly Connect. First, sign up for a free account on the Pabbly Connect website. Once registered, log into your dashboard to create a new workflow.

Click on the ‘Create Workflow’ button and name it something relevant, such as ‘Automatically Add Zoom Registrant and Send WhatsApp Reminders’. This workflow will connect various applications like Instamojo, Zoom, Google Sheets, and AI Sensi through Pabbly Connect.

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2. Integrating Instamojo with Zoom Using Pabbly Connect

The first step in our automation is to connect Instamojo with Zoom using Pabbly Connect. In the trigger section, search for Instamojo and select it. Choose the trigger event as ‘Successful Payment’. Pabbly Connect will provide a webhook URL that you need to paste into your Instamojo payment page.

• Log into your Instamojo account and navigate to the Smart Pages section.
• Edit your payment page and scroll down to add the webhook URL.
• Select ‘Payment Successful’ in the Information to be Sent dropdown.

After saving the changes in Instamojo, make a test payment to ensure that Pabbly Connect captures the payment details. This will confirm that the integration is working correctly.

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3. Adding Registrant to Zoom via Pabbly Connect

After capturing the payment details through Pabbly Connect, the next step is to add the registrant to your Zoom meeting. In the action step, search for Zoom and select it. Choose the action event as ‘Add Meeting Registrant’ and connect your Zoom account.

Map the email address, first name, and last name fields using the data received from Instamojo. To split the full name into first and last names, use the Text Formatter feature in Pabbly Connect to format the name appropriately.

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4. Updating Google Sheets with Registrant Details

Next, we will update a Google Sheet with the registrant’s details. Add another action step in Pabbly Connect and select Google Sheets. Choose the action event as ‘Add New Row’ and connect your Google Sheets account.

Select the specific spreadsheet and sheet where you want to store the registrant details. Map the fields such as name, email, mobile number, payment ID, and Zoom registration ID to the respective columns in your Google Sheet.

• Ensure that all necessary columns are created in your Google Sheet beforehand.
• Test the integration by making a payment and checking if the details are correctly added to the Google Sheet.

This step ensures that you maintain a record of all registrants for your workshop.

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5. Sending WhatsApp Confirmations and Reminders

Finally, we will set up WhatsApp notifications using AI Sensi. In Pabbly Connect, add an action step for AI WhatsApp and select the action event as ‘Send Template Message’. Connect your AI Sensi account by entering the API key.

Create a message template for payment confirmation and set up a campaign in AI Sensi. Map the template parameters with the information gathered from the previous steps. Additionally, set up reminders to be sent one day and two hours before the workshop starts.

The reminders will ensure that participants are informed and ready for the event. You can customize the timing and content of these reminders as per your preferences.

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Conclusion

This tutorial covered how to automate Zoom registrations and WhatsApp reminders using Pabbly Connect. By integrating Instamojo, Zoom, Google Sheets, and AI Sensi, you can streamline the process of managing online workshops effectively. Automating these tasks saves time and improves communication with your participants.

Learn how to automate creating Salesforce contacts from TagMango orders using Pabbly Connect. Step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create Salesforce contacts for TagMango orders, you first need to access Pabbly Connect. This platform serves as the central hub for your integration needs. Start by signing up for a free account on Pabbly Connect.

Once you have created your account, log in to access the Pabbly Connect dashboard. From here, you can set up your automation workflow. Follow these steps to get started:

• Go to the Pabbly Connect dashboard.
• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘TagMango to Salesforce’.

After naming your workflow, select the appropriate folder in your Pabbly Connect account and click on ‘Create’. This action sets the stage for integrating TagMango with Salesforce using Pabbly Connect.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect to capture new orders from TagMango. Select TagMango as the application in the trigger window. This will allow Pabbly Connect to listen for new orders.

Follow these steps to configure the trigger:

• Choose ‘TagMango’ as the app.
• Select ‘New Order’ as the trigger event.
• Click on ‘Connect’ and add a new connection.

To establish this connection, you will need the API key from your TagMango account. Navigate to your TagMango account, find the API key under ‘Platform Integrations’, and paste it into Pabbly Connect. Once connected, select the specific checkout page for which you want to capture orders.

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3. Capturing Order Details from TagMango

After setting up the trigger, it’s time to capture order details from TagMango using Pabbly Connect. This involves testing the connection to ensure it captures the correct data when a new order is placed.

To do this, click on ‘Save and Send Test Request’ in Pabbly Connect. This will initiate a wait for a response from TagMango. Once you place a test order on your checkout page, Pabbly Connect will capture this order detail. Here’s how:

Place a dummy order on your TagMango checkout page. Ensure you fill in all required fields (name, email, etc.). Return to Pabbly Connect to see the captured order details.

Once the order is successfully placed, you should see the customer’s details reflected in Pabbly Connect, confirming that the trigger is set up correctly.

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4. Creating a Salesforce Contact Using Pabbly Connect

With the order details captured, the next step is to create a new contact in Salesforce using Pabbly Connect. This involves configuring the action step to send the customer data to Salesforce.

In the action window, select Salesforce as the app and choose ‘Create Contact’ as the action event. Connect your Salesforce account by clicking on ‘Connect with Salesforce’ and allowing access. After connecting, you will need to map the captured order data to the Salesforce fields:

Map the customer’s first and last name from the order details. Include the email address and mobile number. Skip non-mandatory fields if no data is available.

Once all necessary fields are mapped, click on ‘Save and Send Test Request’. This action will create the contact in Salesforce, verifying that the integration is working as intended.

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5. Testing the Integration in Real-Time

The final step is to test the entire integration workflow using Pabbly Connect. This ensures that every new order placed on TagMango automatically creates a contact in Salesforce.

To test, place another order using a different customer name. Repeat the initial steps of placing an order on the TagMango checkout page. After placing the order, check both TagMango transactions and Salesforce contacts:

Verify that the order appears in TagMango. Check Salesforce to confirm the new contact is created.

If everything is set up correctly, the new customer should appear in your Salesforce contacts, demonstrating that the automation is functioning perfectly. This real-time test validates the integration between TagMango and Salesforce via Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate the creation of Salesforce contacts for TagMango orders using Pabbly Connect. By following these steps, you can streamline your CRM process and efficiently manage customer data.

Learn how to automatically notify your team on Google Chat for new Shopify orders using Pabbly Connect. Follow this step-by-step tutorial to set it up effectively.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Shopify and Google Chat Integration

To automatically notify your team on Google Chat for new Shopify orders, you first need to set up Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or creating a new account. This platform will serve as the central hub for integrating your Shopify store with Google Chat.

Once logged in, create a new workflow by clicking on the ‘Create Workflow’ button. You will need to name your workflow, such as ‘Notify Team on Google Chat for New Shopify Orders’. This name helps you identify your workflow easily later on.

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2. Configuring Shopify Trigger in Pabbly Connect

In this step, you will configure the trigger application in Pabbly Connect. Search for Shopify and select it as your trigger application. Choose the trigger event as ‘New Order’ to ensure that every new order placed in your Shopify store will trigger this workflow.

• Select Shopify as the trigger application.
• Set the trigger event to New Order.
• Copy the Webhook URL provided by Pabbly Connect.

Next, you need to log into your Shopify account and navigate to the settings to add this Webhook URL. Go to the ‘Notifications’ section, then find ‘Webhooks’ and create a new Webhook, selecting ‘Order Created’ as the event. Paste the copied URL and set the format to JSON before saving.

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3. Testing the Webhook Response from Shopify

After setting up the Webhook in Shopify, it’s crucial to test if Pabbly Connect is receiving the data correctly. To do this, you need to place a test order in your Shopify store. This will generate a new order that will trigger the Webhook.

Once you have placed the order, return to your Pabbly Connect workflow. The platform will show that it is waiting for a Webhook response. After a few moments, you should see that the order details have been successfully captured. This includes customer name, contact information, and order details.

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4. Configuring Google Chat Action in Pabbly Connect

Now that the Shopify trigger is set up, it’s time to configure the action step that will notify your team on Google Chat. Select Google Chat as your action application in Pabbly Connect. Choose the action event as ‘Create Message’ to send a notification to your team.

• Select Google Chat as the action application.
• Choose ‘Create Message’ as the action event.
• Connect your Google Chat account and provide the necessary Webhook URL.

To get the Webhook URL, follow the steps provided by Pabbly Connect to register a new Webhook in your Google Chat space. Name it appropriately, and after saving, copy the URL back to your Pabbly Connect workflow. You can then map the message content using the order details captured from Shopify.

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5. Finalizing and Testing the Workflow

After mapping all the necessary fields, such as order number, customer name, and item purchased, you can finalize your workflow in Pabbly Connect. Click on ‘Save and Send Test Request’ to send a test message to your Google Chat.

Check your Google Chat to confirm that the notification appears with all the relevant order details. This ensures your team is promptly informed about new orders, allowing for quick processing and improved customer satisfaction.

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Conclusion

Using Pabbly Connect, you can automate the notification process for new Shopify orders to your team on Google Chat. This integration streamlines communication and helps maintain high customer satisfaction by ensuring timely order processing.

Learn how to integrate WhatsApp with The Campaign Using Pabbly Connect. Automate Google Business Profile reviews and generate replies with Chat GPT. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time. with Pabbly Connect.

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Setting Up Pabbly Connect for WhatsApp Integration

To start integrating WhatsApp with The Campaign, we will use Pabbly Connect. First, go to the Pabbly Connect homepage by typing the URL pabbly.com/connect in your browser. Here, you will see options to sign in or sign up for free. If you’re a new user, simply click on the ‘Sign Up for Free’ button to create an account.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ option and name it ‘Get WhatsApp Message on Google Business Profile Reviews and Generate Replies with Chat GPT’. Select the appropriate folder for your workflow and click on ‘Create’ to proceed.

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Configuring Google Business Profile Trigger in Pabbly Connect

In this section, we will set up the trigger for Google Business Profile in Pabbly Connect. The trigger will activate when a new review is received. Select Google Business Profile as your trigger application and choose the trigger event as ‘New Review’ from the available options.

Next, click on ‘Connect’ to establish a connection. You can either add a new connection or select an existing one. If you’re creating a new connection, log into your Google Business Profile account and grant the necessary permissions. Once the connection is successful, select your account and location, and click on ‘Save and Send Test Request’ to capture the latest review.

• Select Google Business Profile as the trigger application.
• Choose ‘New Review’ as the trigger event.
• Establish the connection by logging into your Google Business Profile.

After successfully capturing the review, you will see the details including the rating, reviewer’s name, and comment. This confirms that the connection between Google Business Profile and Pabbly Connect is established.

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Sending WhatsApp Notifications Using Pabbly Connect

Now, we will configure the action to send WhatsApp notifications using Pabbly Connect. Select WhatsApp by AI Sensi as your action application. Choose the action event to send a template message. Click on ‘Connect’ to establish the connection.

You will need to provide your API key from your AI Sensi account to connect. Once connected, enter the campaign name and mobile number of the recipient. Make sure to include the details of the review using dynamic variables for the rating, comment, and reviewer’s name, which will be replaced automatically in the message.

• Select WhatsApp by AI Sensi as the action application.
• Choose to send a template message.
• Enter the API key and recipient mobile number.

Click on ‘Save and Send Test Request’ to verify if the WhatsApp message is successfully sent. Check your WhatsApp to confirm the message is received with all the review details.

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Automating Replies with Chat GPT in Pabbly Connect

Next, we will automate the replies to the reviews using Chat GPT. Add a new step in your workflow and select OpenAI as the action application. Choose the action event to generate a reply using Chat GPT. Connect your OpenAI account by providing the API key. using Pabbly Connect

In the prompt field, specify that you want to generate a reply for the review received on your Google Business Profile. Include instructions on how you want the reply to be structured, such as keeping it short and relevant. After setting up the prompt, click on ‘Save and Send Test Request’ to generate the reply.

Select OpenAI as the action application. Choose to generate a reply using Chat GPT. Provide the necessary prompt for generating the reply.

Once the reply is generated, you can use it to respond to the review automatically. This integration ensures that every review receives a timely and appropriate response, enhancing customer engagement.

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Posting Replies to Google Business Profile Using Pabbly Connect

Finally, we will set up the action to post the generated reply back to Google Business Profile. Select Google Business Profile as the action application and choose the action event to create a reply. Connect using the existing connection you established earlier. using Pabbly Connect

Map the review ID and the generated reply from Chat GPT to ensure the correct response is posted. Click on ‘Save and Send Test Request’ to confirm that the reply is successfully posted. Check your Google Business Profile to see the reply under the corresponding review.

This final step completes the automation process. Now, every time a new review is posted, you will receive a WhatsApp notification and a reply will be automatically generated and posted, saving you time and enhancing your customer service.

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Conclusion

Integrating WhatsApp with The Campaign using Pabbly Connect allows businesses to automate their review responses efficiently. This setup not only improves customer engagement but also streamlines communication processes.

Learn how to integrate Instamojo with Slack using Pabbly Connect to notify your team about failed payments effectively. Step-by-step tutorial inside! 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 Integration

To notify your team on a Slack channel for failed Instamojo payments, you first need to access Pabbly Connect. This platform is essential for automating notifications based on payment failures.

Start by opening your web browser and navigating to the Pabbly Connect website. If you don’t have an account, sign up for free, which only takes a couple of minutes. Once registered, log in to your account to access the dashboard where you can create workflows.

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2. Creating 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 in the dashboard, and a pop-up will appear prompting you to name your workflow. Name it something descriptive like ‘Notify Team on Slack for Failed Instamojo Payments’ and click ‘Create’.

• Click on ‘Create Workflow’ button.
• Name your workflow appropriately.
• Click on ‘Create’ to proceed.

Now, you will see the workflow interface with two main sections: Trigger and Action. The trigger will initiate the workflow when a failed payment occurs in Instamojo.

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3. Setting Up the Trigger in Pabbly Connect

The next step is to set up the trigger in your Pabbly Connect workflow. Search for ‘Instamojo’ in the trigger application options and select ‘Instamojo V2’. You will then need to choose the trigger event, which is ‘Failed Payment’.

To connect Instamojo with Pabbly Connect, you will receive a webhook URL. Copy this URL as it will be essential for linking your Instamojo account with Pabbly Connect. Head over to your Instamojo account and navigate to the ‘Smart Pages’ section to paste this webhook URL into the appropriate settings.

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4. Setting Up the Action to Notify on Slack

Once your trigger is set up, it’s time to configure the action that will send notifications to your Slack channel. In the action step of Pabbly Connect, search for ‘Slack’ and select it. Choose the action event as ‘Send Channel Message’.

• Select ‘Slack’ as your action application.
• Choose ‘Send Channel Message’ as the action event.
• Connect your Slack account to Pabbly Connect.

After connecting your Slack account, you will need to specify the channel where notifications will be sent. Map the message content to include details about the failed payment, such as customer name and payment amount, ensuring your team is informed promptly.

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5. Testing and Verifying the Integration

To ensure everything works correctly, you should test the integration. Create a test failed payment in Instamojo to trigger the workflow. Once you do this, check your Slack channel to confirm that the notification appears as expected.

With Pabbly Connect, you can automate the entire process seamlessly. Every time a payment fails, your team will receive an immediate notification on Slack, allowing for quick resolutions and minimal disruption.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to notify your team on a Slack channel for failed Instamojo payments. By following these steps, you can ensure timely communication and efficient handling of payment issues, enhancing your e-commerce operations.

Learn how to integrate IndiaM leads into Google Sheets using Pabbly Connect for efficient media PR and publishing 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 Integration

To start integrating IndiaM leads into Google Sheets, first, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect to reach the landing page. Here, you have options to sign up for free or sign in if you are an existing user.

Once you log into your Pabbly Connect account, you will see various applications. Click on ‘Access Now’ under Pabbly Connect to proceed to your dashboard. From there, click on the ‘Create Workflow’ button to begin setting up your automation.

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2. Setting Up Your Workflow in Pabbly Connect

After clicking on ‘Create Workflow,’ you will be prompted to name your workflow. For this integration, name it something like ‘Add IndiaM Leads to Google Sheets’. Choose the appropriate folder, such as ‘Automations’ if you have created multiple folders.

• Select the trigger application as IndiaM.
• Choose the trigger event as ‘New Lead’.
• Copy the provided webhook URL for further steps.

Now, you can set up the trigger event, which will initiate the workflow whenever a new lead is captured from your IndiaM account. This is where Pabbly Connect plays a crucial role in connecting different applications seamlessly.

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3. Connecting IndiaM to Pabbly Connect

To establish the connection between your IndiaM account and Pabbly Connect, log into your IndiaM account and navigate to the Lead Manager section. Here, access the ‘Import/Export Leads’ option from the three-dot menu, then select ‘Push API’.

• Select ‘Other’ as the source for your CRM platform.
• Enter ‘Pabbly Connect’ in the CRM platform name field.
• Paste the copied webhook URL into the Listener URL field.

After saving these details, you will need to generate an OTP for verification. Once you enter the OTP, the integration will be live, allowing Pabbly Connect to receive leads from IndiaM automatically.

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4. Testing the Integration with Dummy Leads

To ensure that the connection works correctly, a test submission is required. Create a dummy lead in your IndiaM account to capture the webhook response. This step confirms that Pabbly Connect is receiving data from IndiaM as expected.

Submit a dummy inquiry, including details relevant to your media PR and publishing needs. After submitting, check your Pabbly Connect workflow to see if the test lead details are captured successfully. You should see the lead’s information, including the inquiry message and sender’s name.

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5. Adding Leads to Google Sheets via Pabbly Connect

With the integration tested, the next step is to set up the action in Pabbly Connect. Select Google Sheets as your action application and choose the event ‘Add New Row’. This will allow you to add lead details into your Google Sheets seamlessly.

Connect your Google Sheets account by signing in and granting the necessary permissions. After connecting, select the spreadsheet where you want to store the leads. Map the fields from the previous step, ensuring that the name, email, and inquiry details are correctly aligned with the columns in your Google Sheets.

Map the lead’s name from the test submission. Map the email address from the test response. Map the inquiry message to the corresponding field in Google Sheets.

Once mapping is complete, click on ‘Save and Send Test Request’. This action will add the lead details to your Google Sheets, confirming that the integration via Pabbly Connect is functioning correctly.

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Conclusion

In this tutorial, we explored how to integrate IndiaM leads into Google Sheets using Pabbly Connect. This automation streamlines the process of managing inquiries in the media PR and publishing industry, allowing for efficient follow-ups and organization of leads.

Learn how to automate email signatures using Pabbly Connect and SMTP through Webflow form submissions in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect to Set Up SMTP Integration

To automate email signatures using Pabbly Connect, you first need to access the platform. Open your web browser and search for Pabbly Connect. Once on the landing page, you will see options to sign in or sign up for free.

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

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button. A popup will appear where you can name your workflow. For this integration, name it something like ‘Automatically Send Emails via SMTP on Webflow Form Submission’ and click ‘Create’.

• Name your workflow appropriately.
• Click on ‘Create’ to proceed.

You will now see the main workflow window with two boxes labeled Trigger and Action. The trigger is the event that starts the workflow, while the action is what happens as a result. Set up your trigger by selecting Webflow as the application and the event as ‘New Form Submission’.

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3. Connecting Webflow to Pabbly Connect

To connect Webflow with Pabbly Connect, you will need to use the webhook URL provided. Copy this URL from Pabbly Connect. Next, log into your Webflow account and navigate to the site settings of the website where your form is located.

Go to the ‘Apps and Integrations’ section, scroll down to the Webhooks option, and click on ‘Add Webhook’. Choose ‘Form Submission’ as your trigger type, select API version one, and paste the webhook URL you copied from Pabbly Connect. Click ‘Add Webhook’ to save your settings.

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4. Setting Up SMTP Integration in Pabbly Connect

After successfully connecting Webflow, return to Pabbly Connect to set up the action step. Search for SMTP by Pabbly and select it as your action application. Choose the action event as ‘Send Email’. You will need to connect your SMTP account by filling in details such as the host name, username, password, encryption type, and port.

• Fill in SMTP account details accurately.
• Map the email fields to include the recipient’s details from the Webflow submission.

Once you have filled in all the required details, click ‘Save’. You can now create the email subject and body using HTML. Make sure to map the lead details dynamically so that each email sent contains the correct information from the form submission.

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5. Testing the Integration and Confirmation

To test your integration, submit a form through your Webflow site. Once the form is submitted, return to Pabbly Connect to check for a response. You should see the details of the form submission appear in the platform.

Next, check your email inbox to confirm that you have received the email sent via SMTP. Verify that the email contains the correct subject and body, including the lead’s details. This confirms that your integration is working as intended.

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, by using Pabbly Connect, you can automate the process of sending emails through SMTP whenever a form is submitted on your Webflow site. This integration not only saves time but also ensures instant communication with your customers.

Learn how to seamlessly integrate Gravity Forms with Pabbly Connect using Pabbly Connect in this detailed step-by-step tutorial. 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 Integration

To begin the integration process using Pabbly Connect, first, access the platform by searching for ‘Pabbly Connect’ in your browser. Once on the landing page, you will see options to either sign in or sign up for free.

If you’re an existing user, click on the ‘Sign In’ button. After logging in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to enter your dashboard and start creating your workflow.

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2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for organization. For this tutorial, name it ‘Create Pabbly Email Marketing Subscriber on Gravity Form Submission’ and save it in the ‘Automations’ folder.

• Click on the ‘Create’ button to proceed.
• You will be directed to the workflow window with trigger and action options.

Here, you will set up the trigger application, which will be Gravity Forms. This is crucial as it will initiate the workflow whenever a new submission is made. Select ‘Gravity Forms’ as your trigger application and choose the ‘New Response’ event to start the automation.

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3. Setting Up Gravity Forms for Pabbly Connect

Now that you’ve selected Gravity Forms as your trigger, Pabbly Connect will provide you with a Webhook URL. Copy this URL as it will be used to connect your Gravity Forms account with Pabbly Connect.

Next, navigate to your Gravity Forms account. Access the specific form you want to connect, and within the form settings, locate the ‘Webhooks’ tab. Click on the ‘Add New’ button to create a new Webhook feed. Here, you will paste the copied Webhook URL and configure the request settings.

• Set the request method as ‘POST’.
• Choose ‘JSON’ as the request format.

After saving the settings, your Gravity Forms will be connected to Pabbly Connect. Perform a test submission to ensure that the connection is active and ready to capture responses.

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4. Adding Subscribers to Pabbly Email Marketing

With Gravity Forms set up, the next step is to add new subscribers to Pabbly Email Marketing whenever a form submission occurs. In your Pabbly Connect workflow, select ‘Pabbly Email Marketing’ as the action application and choose the ‘Add Subscriber’ event.

You will need to connect your Pabbly Email Marketing account by entering a Bearer token. To obtain this token, log into your Pabbly Email Marketing account, navigate to the integration section, and copy the token from the developer API settings.

Paste the Bearer token into the connection settings in Pabbly Connect. Select the subscriber list you want to add users to.

Map the fields from your Gravity Forms submission to the corresponding fields in Pabbly Email Marketing to ensure that the correct data is transferred. For example, map the email and name fields from the Gravity Forms response to the subscriber list.

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5. Testing and Confirming the Integration

To finalize the setup, conduct a test submission through your Gravity Forms to verify that the integration works correctly. After submitting the form, check your Pabbly Email Marketing account to confirm that the new subscriber has been added successfully.

If everything is set up correctly, you should see the new subscriber’s details appear in your subscriber list. This confirms that Pabbly Connect has successfully automated the addition of subscribers based on Gravity Forms submissions.

Repeat the test with different data to ensure reliability. Monitor the workflow for any errors or issues.

By following these steps, you have successfully integrated Gravity Forms with Pabbly Email Marketing using Pabbly Connect, allowing you to automate your subscriber management effectively.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Gravity Forms with Pabbly Email Marketing. This integration streamlines the process of adding subscribers automatically, enhancing your email marketing efforts.