Author: Rajpal Tomar

Learn how to automate adding new contacts in Keep from Typeform submissions using Pabbly Connect. Follow this detailed tutorial 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 start integrating Typeform with Keep, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect homepage. Here, you will find options to sign in or sign up for a free account. Signing up provides you with 100 free tasks monthly to explore the platform.

Once logged in, you will land on the Pabbly Connect dashboard. This is where you can create workflows that connect your favorite applications seamlessly. Click on the ‘Create Workflow’ button to begin setting up your automation.

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2. Creating a Workflow in Pabbly Connect

After accessing the dashboard, it’s time to create a workflow that integrates Typeform with Keep using Pabbly Connect. In the workflow creation dialog, name your workflow something descriptive, such as ‘Create or Update Keep Contact on Typeform Submission’. You can also select a folder for better organization.

• Click on the ‘Create’ button to initiate the workflow.
• Select Typeform as the trigger application.
• Choose ‘New Entry’ as the trigger event.

With this setup, every time a new form submission occurs in Typeform, Pabbly Connect will capture the response and trigger the next action. This makes it easy to keep your contact database updated automatically.

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3. Connecting Typeform to Pabbly Connect

Next, you need to establish a connection between Typeform and Pabbly Connect. Click on the ‘Connect’ button to create a new connection. If you are already logged into your Typeform account, the connection process will be smooth.

Once connected, select the specific Typeform you want to use for this workflow. Click on the form you created, such as ‘Lead Form’, and then save the settings. After saving, you will need to perform a test submission to ensure everything is working correctly.

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4. Setting Up the Action to Create Contacts in Keep

Now that the trigger is set up, it’s time to define the action that Pabbly Connect will perform. For this, select ‘Infusionsoft by Keep’ as the action application. The action event should be set to ‘Create or Update a Contact’. This ensures that any new lead generated from Typeform submissions will automatically create a new contact in your Keep account.

• Click on ‘Connect’ to establish a connection with Keep.
• Map the required fields such as email, first name, and last name from the Typeform submission.
• Set the duplicate check to use the email field.

After filling in the necessary details, click on ‘Save and Send Test Request’. If successful, you will see the new contact reflected in your Keep account, confirming that the integration works as intended.

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5. Testing Your Pabbly Connect Automation

With everything set up, it’s crucial to test your automation to ensure it works seamlessly. Go back to your Typeform and submit a new test entry. Fill out the form with dummy data and submit it.

Check your Keep account after the submission. Refresh the page to see if the new contact appears. If done correctly, you will see the new contact with the details you entered in the Typeform. This confirms that Pabbly Connect has successfully automated the process of adding contacts.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the addition of new contacts in Keep from Typeform submissions. By following these steps, you can save time and keep your client database organized without manual entry. Start integrating your applications today for a more efficient workflow!

Learn how to automate WhatsApp notifications for Google Sheets updates using Pabbly Connect and AI Sensei. This guide covers all steps in detail. 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 Integration

To begin, access Pabbly Connect by visiting its official website. If you are a new user, you can sign up for free, which includes 100 free tasks every month. Existing users can simply log in to their accounts.

Once logged in, you’ll see all available applications. Click on the ‘Access Now’ button for Pabbly Connect to open the dashboard. Here, you can create workflows that will automate tasks between applications like Google Sheets and AI Sensei.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will prompt you to name your workflow and select a folder. Name it something descriptive, like ‘Send WhatsApp Message on Status Update in Google Sheets via AI Sensei.’

• Enter a descriptive workflow name.
• Select a folder to save your workflow, for example, ‘WhatsApp Automations.’

After naming and selecting a folder, click the ‘Create’ button. This will set up your workflow, which consists of a trigger and an action. The trigger detects changes in Google Sheets, while the action sends WhatsApp messages via AI Sensei.

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3. Setting Up the Trigger in Google Sheets

For the trigger step, select Google Sheets as the application. The trigger event should be set to ‘New or Updated Spreadsheet Row.’ This means that whenever a stock status is updated in Google Sheets, Pabbly Connect will capture that change.

Once you select the trigger application and event, Pabbly Connect will provide a webhook URL. Copy this URL, as you will use it to connect Google Sheets with Pabbly Connect. Open your Google Sheets, go to the ‘Extensions’ menu, and search for the Pabbly Connect Webhook add-on to install it.

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4. Connecting Google Sheets to Pabbly Connect

After installing the Pabbly Connect Webhook, go back to your Google Sheets. Under the ‘Extensions’ menu, find Pabbly Connect Webhook and click on ‘Initial Setup.’ Paste the webhook URL you copied earlier into the designated field. Set the trigger column, which is the column where data will be updated, typically the final column where stock status is recorded.

• Paste the webhook URL in the setup window.
• Specify the trigger column (e.g., Column F).
• Click on the ‘Submit’ button to save the setup.

After completing the setup, return to Pabbly Connect and check the workflow. It should indicate that it is waiting for a webhook response. Now, update a stock status in your Google Sheets to test if the connection works.

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5. Setting Up the Action to Send WhatsApp Messages

Once the trigger is successfully set, the next step is to configure the action. For this, select ‘WhatsApp by AI Sensei’ as the application and choose the action event ‘Send Template Message.’ This allows you to send pre-defined messages to your staff when stock updates occur.

When prompted, connect your WhatsApp by AI Sensei account using your API key. This key is available in your AI Sensei account under the API key section. After connecting, specify the campaign name and the recipient’s mobile number where the WhatsApp message will be sent.

Enter the API key to connect WhatsApp by AI Sensei. Specify the campaign name and recipient’s mobile number. Map the variables from Google Sheets to the message template.

After setting up the action, click on ‘Save and Test Request’ to ensure everything is functioning correctly. If successful, you will receive a WhatsApp message with the inventory update details, confirming that the integration between Google Sheets and AI Sensei via Pabbly Connect is complete.

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Conclusion

This tutorial illustrates how to automate WhatsApp notifications for updates in Google Sheets using Pabbly Connect and AI Sensei. With these steps, you can keep your team informed in real-time about inventory changes, enhancing efficiency in your operations.

Learn how to automate Google Form notifications to Google Chat using Pabbly Connect. Follow this step-by-step tutorial 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 Automation

To begin automating notifications for Google Form submissions, first access Pabbly Connect. This platform will serve as the central hub for integrating Google Forms and Google Chat.

Sign into your Pabbly Connect account. If you’re a new user, you can sign up for free and enjoy 100 free tasks each month. After logging in, you will see the Pabbly Connect dashboard where you can create your automation workflows.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow and select a folder for organization.

• Name your workflow: ‘Notify Team on Google Chat for Google Form Submission’.
• Select the folder: Choose ‘Google Forms Automations’ from the dropdown.

After naming your workflow and selecting the appropriate folder, click on the ‘Create’ button. This will set up your workflow, allowing you to define the trigger and action steps necessary for your automation.

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3. Setting Up the Trigger in Pabbly Connect

In the workflow you just created, you will set up the trigger. For this automation, select Google Forms as your trigger app. The trigger event should be set to ‘New Response Received’.

After selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to connect Google Forms to Pabbly Connect.

Next, go to your Google Form, click on the ‘Responses’ tab, and link it to a new Google Sheets document. This allows responses to be recorded automatically. Once linked, go to ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’ to install the ‘Pabbly Connect Webhooks’ add-on, which is essential for capturing responses.

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4. Configuring the Action Step in Pabbly Connect

After setting up the trigger, it’s time to configure the action step. For this automation, select Google Chat as the action application and choose ‘Create Message’ as the action event.

To send notifications, you will need the chat webhook URL. In Google Chat, create a new space or use an existing one. Click on the space name, select ‘Apps and Integrations’, then click on ‘Webhooks’ to add a new webhook. Copy this webhook URL and paste it into Pabbly Connect.

• Compose your message, including dynamic fields like name, email, and service interested in.
• Map the data from your Google Forms response to the message body.
• Test the configuration to ensure messages are sent correctly.

After configuring the message, click on ‘Save and Test’. If successful, you will see a notification in your Google Chat space confirming the new lead details.

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5. Testing and Verifying the Integration

To ensure everything works seamlessly, perform a test submission on your Google Form. Fill out the form with sample data and submit it. This action should trigger the automation set up in Pabbly Connect.

Check your Google Sheets to verify that the response has been recorded. Then, check your Google Chat space to see if the notification has been sent. You should see a message detailing the new lead, confirming that the integration between Google Forms and Google Chat was successful.

If you receive the notification, the automation is set up correctly. You can now rely on Pabbly Connect to keep your team informed of new leads instantly, allowing for quick follow-ups and better lead management.

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Conclusion

In this tutorial, we demonstrated how to automate Google Form notifications to Google Chat using Pabbly Connect. By following these steps, you can streamline your lead management process and enhance team communication.

Learn how to automate WhatsApp messages using Pabbly Connect with LinkedIn Lead Forms for efficient lead management. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages using Pabbly Connect, you first need to access the platform. Go to the official Pabbly Connect website and sign in using your credentials. If you are a new user, you can sign up for a free account to explore the features.

Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, you can create workflows that integrate various applications. This process will allow you to connect your LinkedIn Lead Forms with WhatsApp for efficient lead management.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect to automate your WhatsApp messaging. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will then be prompted to name your workflow. For this integration, name it ‘Send and Get WhatsApp Message for LinkedIn Leads’.

• Select a folder for your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating your workflow, you will see options for setting up triggers and actions. This is where you will define how Pabbly Connect will respond to new leads from your LinkedIn forms.

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3. Setting Up the Trigger in Pabbly Connect

The first step in your workflow is to set up a trigger. In this case, you will select ‘LinkedIn Lead Forms’ as your trigger application. This means that whenever a new lead is submitted through your LinkedIn form, Pabbly Connect will capture this information automatically.

Choose the trigger event as ‘New Lead in Form Response’. This will ensure that your workflow is initiated every time a new lead is generated. Click on the ‘Connect’ button to establish a connection between your LinkedIn account and Pabbly Connect.

• Log in to your LinkedIn account to authorize the connection.
• Select the account and lead form you are using.

Once connected, you can generate a test lead to verify that the trigger is functioning correctly. This step is crucial to ensure that Pabbly Connect is capturing the lead information accurately.

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4. Sending WhatsApp Messages via Pabbly Connect

After setting up the trigger, the next step is to send an automated WhatsApp message to the new lead. For this, you will select ‘WhatsApp by AI Sensei’ as your action application. This feature allows you to send customized messages directly to leads via WhatsApp, enhancing engagement.

Choose the action event as ‘Send Template Message’. To connect your WhatsApp account, click on the ‘Connect’ button. You will need to enter your API key from the WhatsApp by AI Sensei account to establish the connection.

Enter the campaign name that you will use for the template message. Map the lead’s phone number and name from the trigger response.

Once all details are filled in, click on the ‘Save and Send Test Request’ button to ensure the message is sent successfully. This step confirms that Pabbly Connect is effectively communicating with WhatsApp and can send messages seamlessly.

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5. Setting Up WhatsApp Alerts for New Leads

To further enhance your lead management, you can set up an additional action in Pabbly Connect to receive WhatsApp alerts for every new lead. Again, select ‘WhatsApp by AI Sensei’ as your action application and the action event as ‘Send Template Message’.

Use the same connection established earlier, and enter the campaign name for the alert message. Map the necessary variables such as name, email, and company name to personalize the alert message.

Ensure the campaign status is set to live before launching. Click on ‘Save and Send Test Request’ to verify that the alert is sent correctly.

With this setup, Pabbly Connect will automatically notify you via WhatsApp whenever a new lead is received, ensuring you never miss an opportunity to engage with potential clients.

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Conclusion

In this tutorial, we explored how to automate WhatsApp messaging using Pabbly Connect with LinkedIn Lead Forms. By following these steps, you can efficiently manage leads and enhance your communication strategy, ensuring timely responses and improved engagement.

Learn how to integrate Typeform with WhatsApp using Pabbly Connect. This tutorial details step-by-step instructions to automate WhatsApp messages on Typeform submissions. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Typeform with WhatsApp, you first need to access Pabbly Connect. Visit the Pabbly Connect website and sign in or create a new account. If you’re new, signing up provides you with 100 free tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. This dashboard is where you can manage all your workflows. Click on the ‘Create Workflow’ button to begin setting up your automation.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow to send and receive WhatsApp messages on Typeform submissions. Start by naming your workflow, for example, ‘Send and Get WhatsApp Message on Typeform Submission using AiSensy’. using Pabbly Connect

• Select the folder for your workflow.
• Click on ‘Create’ to finalize your workflow setup.
• You will see two boxes: Trigger and Action.

Here, the trigger application is Typeform, which will activate the workflow upon a new submission. Select ‘New Entry’ as the trigger event to capture submissions.

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3. Connecting Typeform to Pabbly Connect

To connect Typeform to Pabbly Connect, click on the ‘Connect’ button. If you already have a connection, you can save it, or you can create a new one. To establish a new connection, click on ‘Add New Connection’ and follow the prompts to log in to your Typeform account.

Once connected, select the specific Typeform you want to use from the dropdown menu. After selecting your form, click on ‘Save and Send Test Request’ to initiate a test submission. This will allow Pabbly Connect to capture the response from Typeform.

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4. Sending WhatsApp Messages Using AiSensy

After successfully connecting Typeform, the next step involves sending a WhatsApp message using AiSensy. In the action application, select WhatsApp by AiSensy and choose ‘Send Template Message’ as the action event. using Pabbly Connect

• Click on ‘Connect’ to establish a connection with AiSensy.
• Enter your API key from your AiSensy account to authenticate the connection.
• Map the necessary fields including campaign name and mobile number.

Ensure that you correctly map the template parameters such as the lead’s name, which will personalize the message sent through WhatsApp.

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5. Receiving WhatsApp Messages on New Leads

Finally, you will set up another action to receive WhatsApp messages whenever a new lead submits the Typeform. Again, select WhatsApp by AiSensy and use the same ‘Send Template Message’ action. using Pabbly Connect

Repeat the connection process and ensure to map the campaign name and the lead details properly. This will allow you to receive notifications directly on your WhatsApp about new leads.

After completing all these steps, test the entire workflow by submitting a new entry on your Typeform. You should receive both the welcome message and the notification about the new lead in your WhatsApp.

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Conclusion

In this tutorial, we successfully integrated Typeform with WhatsApp using Pabbly Connect. By following these steps, you can automate the process of sending and receiving WhatsApp messages based on Typeform submissions, streamlining your communication with potential clients.

Learn how to integrate IndiaMart leads with Salesforce CRM using Pabbly Connect for seamless automation in your business. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating lead management, you need to access Pabbly Connect. This platform allows you to connect various applications seamlessly. Simply visit the Pabbly Connect website and sign in or create a free account to explore its features.

After logging in, you will be directed to the dashboard where you can create workflows. Here are the steps to get started with your integration:

• Visit the Pabbly Connect website.
• Sign in or sign up for a free account.
• Navigate to the dashboard to create a new workflow.

Using Pabbly Connect simplifies the process of managing leads from IndiaMart to Salesforce CRM, making it efficient and error-free.

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2. Creating a Workflow in Pabbly Connect

To automate the lead transfer from IndiaMart to Salesforce, you must create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow appropriately, such as ‘Add IndiaMart Leads to Salesforce’.

Next, you will select a folder to save your workflow. You can create multiple folders for better organization. Once you have named your workflow and selected a folder, click on the ‘Create’ button to proceed. This step sets up the foundation for your automation.

• Click on ‘Create Workflow’.
• Name your workflow (e.g., ‘Add IndiaMart Leads to Salesforce’).
• Select a folder for organization.

Now, you have successfully created a workflow in Pabbly Connect, ready to define the trigger and action for your automation.

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3. Setting Up the Trigger for IndiaMart Leads

The next step in your automation process is to set up the trigger in Pabbly Connect. Select ‘IndiaMart’ as your trigger application. The trigger event will be ‘New Leads’. This means every time a new lead is generated in your IndiaMart account, it will automatically trigger the workflow.

After selecting the trigger event, you will receive a webhook URL from Pabbly Connect. This URL is essential for connecting your IndiaMart account. Copy this URL and head to your IndiaMart account to set up the webhook integration.

Select ‘IndiaMart’ as the trigger application. Choose the trigger event ‘New Leads’. Copy the provided webhook URL.

By setting up this trigger, Pabbly Connect will automatically monitor your IndiaMart account for new leads, streamlining your lead management process.

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4. Configuring IndiaMart to Work with Pabbly Connect

Now that you have the webhook URL, go to your IndiaMart account and navigate to the ‘Lead Manager’ section. Here, you will find the option to set up the Push API integration. Select ‘Other’ as the source and enter ‘Pabbly Connect’ as the CRM platform name. Paste the webhook URL you copied earlier into the appropriate field.

Once you have entered these details, click on ‘Save Details’. You will then need to generate an OTP to confirm the integration. Enter the OTP you receive on your phone and click on ‘Submit’. This completes the setup of the webhook on IndiaMart, allowing it to send new leads to Pabbly Connect.

Navigate to ‘Lead Manager’ in IndiaMart. Set up the Push API integration and select ‘Other’ as the source. Enter ‘Pabbly Connect’ and paste the webhook URL.

With this configuration, Pabbly Connect is now ready to receive leads from your IndiaMart account automatically.

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5. Finalizing Integration with Salesforce CRM

After configuring IndiaMart, return to your Pabbly Connect workflow. Here, select ‘Salesforce’ as your action application. The action event will be ‘Create a New Lead’. This means whenever a new lead is captured from IndiaMart, it will be added to your Salesforce CRM automatically.

To connect Salesforce with Pabbly Connect, click on ‘Connect’ and then select ‘Add New Connection’. You will be prompted to allow access to your Salesforce account. Once connected, you can map the lead details from the trigger step to the corresponding fields in Salesforce.

Select ‘Salesforce’ as the action application. Choose ‘Create a New Lead’ as the action event. Connect Salesforce and map the lead details.

This final step ensures that Pabbly Connect automates the lead transfer process, allowing you to manage your leads efficiently in Salesforce CRM.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration of IndiaMart leads into Salesforce CRM. By following the steps outlined, you can streamline your lead management process, saving time and reducing errors. Automating this workflow allows businesses to focus on building customer relationships and enhancing productivity.

Learn how to automate the integration of GetResponse and AWeber using Pabbly Connect. Follow our step-by-step guide for seamless automation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin using Pabbly Connect, you first need to create an account. This platform allows you to automate workflows between different applications like GetResponse and AWeber. After signing up, you can access the dashboard to set up your automation.

Once you are on the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Assign a name to your workflow, such as ‘GetResponse to AWeber,’ and select a folder for organization. This will prepare you for the next steps in the integration process.

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2. Setting Up the Trigger in Pabbly Connect

The first step in your automation is to set up the trigger within Pabbly Connect. To do this, select GetResponse as the app in the trigger window. You will then choose ‘Contact Subscribed’ as the trigger event. This means that every time a new contact is added to a specific list in GetResponse, it will trigger the workflow.

• Choose ‘GetResponse’ from the list of apps.
• Select the trigger event as ‘Contact Subscribed’.
• Copy the provided webhook URL.

Next, you need to go to your GetResponse account and navigate to the Tools section, then Webhooks. Here, create a new webhook by pasting the URL you copied from Pabbly Connect. Ensure that the event selected is ‘Contact Subscribed’ and set the webhook status to active before saving.

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3. Filtering Contacts for Specific Lists

After setting up the trigger, the next step in Pabbly Connect is to filter contacts based on their specific lists in GetResponse. This ensures that only contacts from the desired list are added to AWeber. In the action step, select ‘Filter’ as the app.

• Choose ‘Filter’ from the action app.
• Set the filter condition to check if the contact is from the ‘New Customer’ list.
• Click ‘Save and Send Test Request’ to verify the filter.

This filter will allow the workflow to continue only if the contact is indeed added to the specified list. If the condition is met, the workflow can proceed to add the contact to AWeber.

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4. Adding Contacts to AWeber via Pabbly Connect

Once the filtering condition is established in Pabbly Connect, the next step is to add the filtered contact to AWeber. Select AWeber as the action app in the workflow. Choose ‘Add or Update Subscriber’ as the action event to ensure that the contact details are either added or updated in AWeber.

Next, you will need to connect your AWeber account to Pabbly Connect. After logging in, select the appropriate account ID and list ID where the contact should be added. You will also need to map the contact’s full name and email from the GetResponse trigger data to the AWeber action fields.

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5. Testing Your Integration for Success

After completing the setup in Pabbly Connect, it’s crucial to test the automation. You can do this by adding a new contact to the specified list in GetResponse. Once added, check the AWeber account to ensure that the contact appears as a subscriber.

By following these steps, you can confirm that your automation is working correctly. If everything is set up properly, the new contact should appear in AWeber almost instantly. This real-time testing validates that Pabbly Connect is functioning as intended, bridging the gap between GetResponse and AWeber seamlessly.

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, using Pabbly Connect to automate the integration between GetResponse and AWeber is a straightforward process. By following the steps outlined in this tutorial, you can efficiently manage your subscriber lists and enhance your marketing efforts through automation.

Learn how to seamlessly integrate Tag Mango leads with MailChimp using Pabbly Connect in this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To start integrating Tag Mango leads with MailChimp, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page.

If you are new to Pabbly Connect, click on the ‘Sign Up Free’ button to create an account. If you already have an account, simply click ‘Sign In’. After logging in, click on ‘Access Now’ under Pabbly Connect to reach the dashboard.

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Creating a Workflow in Pabbly Connect

Once in the Pabbly Connect dashboard, you will need to create a new workflow to automate the integration. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Tag Mango to MailChimp’. Select the appropriate folder for your workflow and click ‘Create’. using Pabbly Connect

The workflow interface will show two main windows: the trigger and action windows. The trigger window is for setting up what event will start the workflow, while the action window is for what happens next. In this case, the trigger will capture leads from Tag Mango.

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Setting Up the Trigger with Tag Mango

In the trigger window, select Tag Mango as the app. For the trigger event, choose ‘Lead Capture’. Click on ‘Connect’ and select ‘Add New Connection’. You will need to enter the API key from your Tag Mango account, which you can find under the ‘Platform Integrations’ section. using Pabbly Connect

After entering the API key, select the specific page from which you want to capture leads. For example, you can choose the ‘Introduction to Generative AI’ page. Click ‘Save and Send Test Request’ to confirm the connection. Pabbly Connect will wait for a response from Tag Mango, indicating that the trigger is set up correctly.

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Adding MailChimp as an Action in Pabbly Connect

Next, you will add MailChimp as the action app in your workflow. In the action window, search for MailChimp and select it. Choose the action event ‘Add New Member with Custom Fields’. Click ‘Connect’ and enter your MailChimp API key and data center. using Pabbly Connect

To get your API key, log into your MailChimp account, navigate to the profile section, then to ‘Extras’ and ‘API Keys’. Generate a new API key, name it, and copy it to paste into Pabbly Connect. For the data center, check your MailChimp URL for the identifier (e.g., us6) and enter it in Pabbly Connect.

• Log into MailChimp and navigate to the profile section.
• Go to ‘Extras’ and select ‘API Keys’.
• Generate a new API key and copy it for Pabbly Connect.

After entering the API token and data center, click ‘Save’. Now, map the fields from Tag Mango to MailChimp, including the email address, name, and company details.

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Testing the Automation Workflow

After mapping all necessary fields, it’s time to test your automation. Make a dummy lead submission on your Tag Mango page. For instance, enter a name, email, and company information, then submit the form.

Once the form is submitted, check Pabbly Connect to see if the lead details have been captured correctly. You should see the new lead information in the Pabbly Connect dashboard. Next, verify in your MailChimp account that the new lead has been added as a subscriber with the correct details.

This testing phase confirms that your automation is functioning as intended. If everything is set up correctly, you will see the same lead details reflected in MailChimp, showcasing the seamless integration powered by Pabbly Connect.

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Conclusion

This tutorial demonstrates how to integrate Tag Mango leads with MailChimp using Pabbly Connect. By following these steps, you can automate the process of adding new leads as subscribers in MailChimp, enhancing your marketing efforts efficiently.

Learn how to automate WhatsApp messages on Contact Form 7 submissions using Pabbly Connect and AiSensy. Step-by-step guide included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Overview of Pabbly Connect for WhatsApp Automation

Pabbly Connect is a powerful automation tool that enables seamless integration between applications. In this tutorial, we will use Pabbly Connect to automate sending WhatsApp messages upon a new submission in Contact Form 7.

This integration is particularly useful for businesses that want to enhance customer communication by sending timely and automated responses. By leveraging Pabbly Connect, you can streamline your workflow and save valuable time.

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2. Setting Up Pabbly Connect for Your Workflow

To begin, access your Pabbly Connect account by signing in at the Pabbly Connect website. If you are a new user, you can sign up for free and enjoy 100 free tasks every month. After signing in, you will see the Pabbly Connect dashboard. using Pabbly Connect

• Click on the ‘Create Workflow’ button in the top right corner.
• Name your workflow, for example, ‘Send WhatsApp Message on Contact Form Submission.’
• Select a folder where you want to save this workflow.

Once you have named your workflow and selected the folder, click on the ‘Create’ button. Your workflow is now set up and ready for the next step.

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3. Configuring the Trigger for Contact Form 7

In this step, we will configure the trigger that initiates the automation. For the trigger application, select Contact Form 7. The trigger event you need to choose is ‘New Form Submission.’

Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to connect Contact Form 7 to Pabbly Connect.

• Log in to your WordPress site and navigate to the Contact Form 7 form you wish to use.
• Go to the ‘Webhooks’ section and paste the copied webhook URL.
• Save the changes to your form.

Once you have saved the form, your Contact Form 7 is now connected to Pabbly Connect. You can test the integration by submitting a form.

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4. Setting Up the Action to Send WhatsApp Messages

After successfully configuring the trigger, it’s time to set up the action that sends WhatsApp messages via AiSensy. For the action application, select AiSensy and choose the action event as ‘Send Template Message.’

You will need to connect your AiSensy account to Pabbly Connect by entering your API key. This key can be found in your AiSensy account under the API settings.

Create a message template in AiSensy that you want to send to your customers. Map the customer’s phone number and name from the previous step to personalize the message.

After mapping the data, click on the ‘Send Test Request’ button to ensure everything is working correctly. If successful, you will receive a confirmation message.

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5. Final Testing of the Automation

With the workflow set up, it’s crucial to conduct a final test to ensure that everything functions as intended. Submit a test entry through your Contact Form 7 form.

Once the form is submitted, check your WhatsApp to see if you received the automated message. This confirms that the integration between Contact Form 7, AiSensy, and Pabbly Connect is working perfectly.

Remember to monitor the automation regularly to ensure it continues to function as expected. If you encounter any issues, revisit the steps to troubleshoot the connection.

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Conclusion

In this tutorial, we demonstrated how to send WhatsApp messages automatically on Contact Form 7 submissions using Pabbly Connect and AiSensy. This integration not only saves time but also enhances customer communication, making your business more efficient.

Learn how to automate sending WhatsApp messages to IndiaMART leads for your firecrackers business using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate sending WhatsApp messages to IndiaMART leads, start by accessing Pabbly Connect. This platform enables seamless integration between various applications, including WhatsApp and IndiaMART.

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

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to send WhatsApp messages. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Enter a name for your workflow, such as ‘Send WhatsApp Message to IndiaMART Leads’.
• Select a folder to save your workflow.
• Click the ‘Create’ button to finalize your workflow setup.

Your workflow is now set up in Pabbly Connect, ready to capture leads from IndiaMART.

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3. Setting the Trigger for New Leads in Pabbly Connect

The next step is to set the trigger for your workflow. Select IndiaMART as the trigger application. This allows Pabbly Connect to capture new leads generated through your IndiaMART account.

Choose the trigger event as ‘New Leads’. This means that every time a new lead is generated, Pabbly Connect will activate the workflow. You will receive a webhook URL from Pabbly Connect that you need to copy and paste into your IndiaMART account.

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4. Integrating IndiaMART with Pabbly Connect

Log into your IndiaMART account and navigate to the lead manager section. From there, go to ‘Import/Export Leads’ and select the ‘Push API’ option. This is where you will set up the connection to Pabbly Connect.

• Select ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the source name.
• Paste the webhook URL you copied from Pabbly Connect.

Click the ‘Save Details’ button to complete the integration. Now, Pabbly Connect is ready to receive lead information from IndiaMART.

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5. Sending WhatsApp Messages to Leads

After setting up the trigger, it’s time to configure the action step to send WhatsApp messages. Select ‘WhatsApp by AI Sensei’ as your action application in Pabbly Connect.

Choose the action event as ‘Send Template Message’. Enter the campaign name and map the mobile number and lead name from the previous step, ensuring each message is personalized.

Map the mobile number to the lead’s contact information. Map the lead’s name to personalize the message. Click ‘Save and Test Request’ to send the message.

Check your WhatsApp to confirm that the message has been sent successfully. With this setup, Pabbly Connect effectively automates the communication process with your leads.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send WhatsApp messages to IndiaMART leads for your firecrackers business. By following these steps, you can automate your lead communication efficiently and effectively.