Author: Rajpal Tomar

Learn how to automate WhatsApp messages for IndiaMART leads using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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 Integration

To start the integration process, access Pabbly Connect through your web browser. Simply search for Pabbly Connect and navigate to the landing page. You will find 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 about two minutes and provides you with 100 free tasks monthly. After signing in, locate the Pabbly Connect application on the dashboard to begin.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, create a new workflow by clicking the ‘Create Workflow’ button. A pop-up will appear, prompting you to name your workflow. Name it according to your objective, such as ‘Send WhatsApp Messages to IndiaMART Leads’.

• Select the folder where you want to save your workflow.
• Click on ‘Create’ to proceed to the trigger and action setup.

In this section, you will see two boxes for trigger and action. The trigger will be set up first, as it initiates the workflow when a new lead is generated.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, search for your trigger application, which is IndiaMART in this case. Select it and choose the trigger event as ‘New Leads’. This event will execute the workflow when a new lead comes in.

Next, you need to connect IndiaMART with Pabbly Connect. For this, copy the webhook URL provided by Pabbly Connect. Then, log into your IndiaMART account, navigate to Lead Manager, and select the option to create a push API integration.

• Select ‘Other’ as your source in the push API setup.
• Paste the copied webhook URL from Pabbly Connect into the listener URL field.

After filling in the necessary details, save the integration. This will ensure that every new lead from IndiaMART is sent to Pabbly Connect.

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4. Setting Up the Action in Pabbly Connect

With the trigger set, the next step is to define the action in Pabbly Connect. Search for ‘WhatsApp by AI Sensei’ as your action application. Choose the action event as ‘Send Template Message’. This action will send a WhatsApp message automatically when a new lead is received.

To connect WhatsApp by AI Sensei with Pabbly Connect, you will need to provide an API key. Log into your AI Sensei account to generate this key. After copying the key, paste it into the API key field in Pabbly Connect.

Create a template message in AI Sensei that will be sent to leads. Set the message as live in your campaign settings.

Once the template is ready, you can proceed to map the lead details from IndiaMART to your WhatsApp message template.

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5. Mapping Lead Details in Pabbly Connect

In this final step, you will map the lead details to ensure personalized messages are sent via WhatsApp using Pabbly Connect. Start by filling in the mobile number and username fields using the mapped data from the IndiaMART response.

For the template parameter, map the customer name variable from the lead details. This allows the message to dynamically replace the customer name each time a new lead is received.

After mapping all necessary details, click on the ‘Save and Send Test Request’ button. You should receive a positive response indicating that the message has been successfully sent to the lead via WhatsApp.

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Conclusion

In this tutorial, you learned how to automate WhatsApp messages to IndiaMART leads using Pabbly Connect. By following the steps outlined, you can streamline communication with your leads effectively and efficiently.

Learn how to integrate India M leads with Google Sheets using Pabbly Connect for your home textile and furnishing business, ensuring seamless automation. 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. Setting Up India M Integration with Pabbly Connect

India M is a valuable platform for gathering leads in the home textile and furnishing business. To manage these leads effectively, we will integrate India M with Google Sheets using Pabbly Connect. This integration allows for automatic recording of inquiries, ensuring that no lead goes unnoticed.

Begin by accessing Pabbly Connect in your browser. If you don’t have an account, sign up for free to get started. Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow something relevant, such as ‘Add India M Leads to Google Sheets.’ This naming helps keep your workflows organized.

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2. Creating a Trigger for New Leads from India M

To set up the trigger for our workflow, we will select India M as our trigger application in Pabbly Connect. The trigger event will be set to ‘New Leads,’ which means that every time a new lead comes in, it will initiate the workflow.

• Search for ‘India M’ in the trigger application list.
• Select ‘New Leads’ as the trigger event.
• Copy the webhook URL provided in Pabbly Connect.

Next, head over to your India M account. Navigate to the Lead Manager section and select ‘Import/Export Leads.’ Use the Push API feature to connect India M with Pabbly Connect. Paste the copied webhook URL into the designated field and save the details. This step ensures that whenever a new inquiry is made, the details will be sent to Pabbly Connect.

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3. Connecting Google Sheets for Data Storage

Now that we have set up the trigger, it’s time to connect Google Sheets to our workflow in Pabbly Connect. This step is essential for storing the inquiry data automatically as new leads come in from India M.

In Pabbly Connect, search for Google Sheets as the action application. Choose ‘Add New Row’ as your action event. Connect your Google Sheets account by signing in and granting the necessary permissions. Once connected, select the specific spreadsheet where you want to store the inquiry details.

• Choose the spreadsheet that will hold your India M inquiries.
• Map the fields from the inquiry response to the corresponding columns in your Google Sheet.
• Ensure all required fields are filled for complete data entry.

After mapping the fields, save your workflow. This setup will ensure that every inquiry from India M is automatically logged in your Google Sheets, making lead management seamless.

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4. Testing the Integration for Functionality

With the integration set up, it’s crucial to test the workflow to ensure everything is functioning correctly. This testing phase will confirm that inquiries from India M are being captured in Google Sheets as intended. using Pabbly Connect

To test, generate a test inquiry in your India M account. Use the ‘Test Your Webhook Listener URL’ option to send a sample inquiry to Pabbly Connect. After sending the test data, check Pabbly Connect for the response. You should see the inquiry data reflecting the details you entered.

Verify that the inquiry details appear correctly in Pabbly Connect. Check your Google Sheets to confirm that the new row has been added with the correct data. If everything looks good, your integration is successful!

This testing ensures that your lead management system is fully operational, allowing for efficient tracking and follow-up on inquiries.

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5. Conclusion: Automating Your Lead Management

Integrating India M with Google Sheets using Pabbly Connect streamlines your lead management process. By automating the data entry of inquiries, you enhance your ability to track and respond to potential customers effectively.

This setup not only saves time but also minimizes the risk of losing valuable inquiries. With the steps outlined above, you can replicate this integration for your home textile and furnishing business, ensuring that your lead management system is efficient and effective.

By following these detailed steps, you can ensure that every new lead from India M is captured and organized in Google Sheets, making your business operations smoother and more productive.

Learn how to automate subscriber creation in Pabbly Connect using Google Forms submissions through 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 Integration

To start integrating Google Forms with Pabbly Email Marketing, first access Pabbly Connect by visiting the official website. If you are a new user, you can sign up for free and receive 100 tasks each month.

Once you are logged in, you will see the Pabbly Connect dashboard. Click on the ‘Access Now’ button to proceed. This is where you will create a workflow to automate the subscriber creation process.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect to connect Google Forms and Pabbly Email Marketing. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard.

• Name your workflow as ‘Create Subscriber in Pabbly Email Marketing on Google Form Submission’.
• Select a folder to save your workflow, such as ‘Google Forms Automations’.
• Click on the ‘Create’ button to finalize the workflow setup.

Your workflow will now be created, displaying two windows: one for the trigger and one for the action. This setup is essential for automating the process effectively.

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3. Setting Up Trigger and Action Steps

In the trigger window, select ‘Google Forms’ as the trigger application. Choose ‘New Response Received’ as the event. This setup ensures that Pabbly Connect captures responses from your Google Form.

After selecting the trigger, Pabbly Connect will provide a unique webhook URL. Copy this URL and navigate to your Google Form. In the responses tab, link your form to a new or existing Google Sheet to capture responses automatically.

• Go to the ‘Extensions’ menu in Google Sheets.
• Select ‘Add-ons’ and search for ‘Pabbly Connect Webhooks’.
• Install it and set up the webhook URL in the initial setup.

Now, every time a new submission occurs, the data will be sent to Pabbly Connect, allowing you to proceed with the action step.

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4. Creating a Subscriber in Pabbly Email Marketing

After setting up your trigger, it’s time to configure the action step. In the action application, select ‘Pabbly Email Marketing’ and choose the event ‘Add Subscriber’. This will allow you to add new members as subscribers automatically.

Click on the ‘Connect’ button and either select an existing connection or create a new one using the developer API token provided by Pabbly Email Marketing. Ensure that you paste this token correctly to establish the connection.

Select the subscriber list you want to add new members to. Map the email and name fields from the Google Forms response to the corresponding fields in Pabbly Email Marketing. Click on the ‘Send Test Request’ button to verify the setup.

If successful, you will see the new subscriber added to your Pabbly Email Marketing account, confirming that the integration is working flawlessly with Pabbly Connect.

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5. Testing and Verifying the Integration

To ensure that everything is functioning correctly, perform a test form submission using your Google Form. Fill in the necessary details and submit the form to generate a new entry.

Check both your Google Sheets and Pabbly Email Marketing account to verify that the data has been captured correctly. You should see the new subscriber listed in your email marketing account, confirming the successful integration through Pabbly Connect.

Once verified, you can confidently use this automation to streamline your member registration process, saving time and effort while keeping your community informed.

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Conclusion

This tutorial demonstrated how to automate subscriber creation in Pabbly Email Marketing using Google Forms through Pabbly Connect. By following these steps, you can enhance your workflow and engage your audience efficiently.

Learn how to automate HubSpot contact creation using Pabbly Connect with Cognito Forms. Follow our step-by-step guide for seamless integration. 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. Overview of Pabbly Connect for Integration

Pabbly Connect is a powerful automation tool that simplifies the integration of various applications like CRM and Cognito Forms. In this tutorial, we will leverage Pabbly Connect to automatically create HubSpot contacts from new submissions in Cognito Forms.

By using Pabbly Connect, you can streamline your lead management process and ensure that no potential client is overlooked. This integration will save time and improve efficiency in your business operations.

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2. Accessing Pabbly Connect and Creating a Workflow

To begin, navigate to the Pabbly Connect homepage. If you are a new user, click on the ‘Sign Up Free’ option to create an account. Existing users can simply click ‘Sign In’ to access their dashboard. using Pabbly Connect

Once logged in, you will see the Pabbly Connect dashboard. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner. Provide a name for your workflow, such as ‘Create HubSpot Contact on Cognito Form Submission,’ and select a folder for organization.

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3. Setting Up the Trigger with Cognito Forms

In this section, we will set up the trigger for our workflow using Cognito Forms. Select Cognito Forms as your trigger application within Pabbly Connect. Choose the trigger event as ‘New Entry’ to capture new submissions automatically.

After selecting the trigger event, you will receive a webhook URL. This URL is crucial for connecting Cognito Forms with Pabbly Connect. Copy this URL and navigate to your Cognito Forms account. In your form settings, find the option to post JSON data to a website and paste the webhook URL there.

• Select your form in Cognito Forms.
• Locate the option for posting JSON data to a website.
• Paste the copied webhook URL and save your settings.

After saving, you will have successfully set up the webhook, allowing Pabbly Connect to receive data from Cognito Forms.

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4. Testing the Trigger and Receiving Data

Now that we have set up our trigger, it’s time to test it. Go back to your Cognito Forms and enter dummy data into the form fields. For example, input a first name, last name, email, address, city, ZIP code, and country. After filling out the form, submit it to generate a test entry.

Once submitted, return to Pabbly Connect and check if the webhook has received the data. You should see the details of the new entry displayed in the workflow. This confirms that your trigger is working correctly and is ready to send data to HubSpot.

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5. Creating a HubSpot Contact from the Trigger Data

With the trigger successfully set up, we can now create a HubSpot contact based on the data received. In the action step of your workflow, select HubSpot CRM as your action application. Choose the action event as ‘Create Contact’ to automatically add the new lead to your HubSpot account.

To connect your HubSpot account, click on ‘Connect with HubSpot CRM’ and follow the prompts to authorize the connection. Once connected, you will need to map the fields from the Cognito Forms submission to the appropriate HubSpot contact fields.

• Map the first name, last name, and email from the submission to HubSpot fields.
• Ensure all required fields are filled correctly.
• Click on ‘Send Test Request’ to verify the integration.

After successfully sending the test request, you can check your HubSpot account to confirm that the new contact has been created. This completes the integration process using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of HubSpot contacts using Pabbly Connect with Cognito Forms. By following the steps outlined, you can streamline your lead management process and improve efficiency in your business operations. Automating these tasks allows you to focus on growing your business without manual intervention.

Learn how to seamlessly integrate Big Commerce with Facebook to automate product postings using Pabbly Connect with this step-by-step tutorial. 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. Introduction to Big Commerce and Facebook Integration

Big Commerce is a powerful eCommerce platform that allows you to sell products online. In this tutorial, we will focus on integrating Big Commerce with Facebook to automate product postings. By doing this, every time a new product is added to your Big Commerce store, it will automatically post on your Facebook page.

This integration is essential for fashion designers and businesses looking to enhance their online presence. Using Pabbly Connect, we will set up this automation without any coding. This will save time and ensure that your followers are always updated with your latest products.

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2. Setting Up Your Pabbly Connect Account

To get started with the integration, first, you need to create an account on Pabbly Connect. Visit the Pabbly Connect homepage and click on ‘Sign Up for Free’ if you are a new user. Existing users can simply sign in. using Pabbly Connect

Once logged in, you will be taken to the dashboard where you can create workflows. Follow these steps to set up your account:

• Click on ‘Create Workflow’.
• Name your workflow, for example, ‘Share Big Commerce Product on Facebook Page’.
• Select a folder for your workflow.

Now, you will see a blank workflow with two key areas: trigger and action. The trigger will initiate the workflow whenever a new product is added to your Big Commerce store.

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3. Creating the Trigger for Big Commerce

In this section, we will set up the trigger for our workflow. The trigger application will be Big Commerce. Select Big Commerce as your trigger application and choose the trigger event as ‘New Product’. This means that the workflow will activate every time a new product is added. using Pabbly Connect

To establish the connection between Big Commerce and Pabbly Connect, click on the ‘Connect’ option. You will need to provide your store hash key, client ID, and access token. Here’s how to retrieve these details:

• Go to your Big Commerce account and find your store hash key in the URL.
• Create a new API account to get your client ID and access token.
• Make sure to enable the required scopes for content, customers, marketing, and products.

>After entering these details, click ‘Save and Send Test Request’. This will test the connection and confirm that it is successful.

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4. Configuring the Action to Post on Facebook

Now that we have successfully set up the trigger, it’s time to configure the action that will post the product details on Facebook. Select Facebook Pages as your action application and choose the action event as ‘Create Page Photo Post’. using Pabbly Connect

Click on the ‘Connect’ button to establish a connection with your Facebook account. You will need to log in and authorize Pabbly Connect to access your Facebook page. After connecting, select your Facebook page where you want the product to be posted.

Next, map the necessary fields for the Facebook post:

Map the product image URL that you received from Big Commerce. Enter a description for the post, such as ‘New Arrival Alert! Check out our latest collection!’. Include the product name and a link to your store.

>Once you have mapped all the fields, click on ‘Save and Send Test Request’ to create a test post on your Facebook page. Refresh your Facebook page to see the newly created post with the product details.

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5. Testing the Integration and Conclusion

To ensure that everything is working correctly, add a new product to your Big Commerce store. Follow the same steps as before to create a new product, and check if the post appears on your Facebook page automatically.

This integration allows you to efficiently manage your products and keep your audience engaged on Facebook without additional effort. By automating this process, you can focus more on your business while keeping your customers informed.

In conclusion, integrating Big Commerce with Facebook through Pabbly Connect streamlines your marketing efforts. Whenever you add a new product, it will automatically share on your Facebook page, helping you reach a wider audience effortlessly.

Conclusion

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

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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.

Learn how to use Pabbly Connect to automate WhatsApp messages for your handicraft business inquiries. Step-by-step integration 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. Accessing Pabbly Connect for WhatsApp Integration

To start the integration process, access Pabbly Connect by visiting its landing page. You can do this by searching for Pabbly Connect in your browser and navigating to Pabbly.com/connect.

Once there, you will see options to either sign in or sign up. If you are a new user, click on ‘Sign up for free’ to create an account. Existing users should click on ‘Sign in’ to access their dashboards. This platform allows you to connect various applications seamlessly.

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2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button on your dashboard. You will be prompted to name your workflow and select a folder to save it in.

• Name the workflow: ‘Send WhatsApp Messages for Handicraft Inquiries’.
• Choose the folder: Select the ‘Automations’ folder.

Click on ‘Create’ to proceed. This action opens the workflow window where you will set up the trigger and action for your automation.

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3. Setting Up the Trigger in Pabbly Connect

In the workflow window, the first step is to set up your trigger application. For this integration, select ‘Indiamart’ as your trigger application. Search for Indiamart and select it from the list.

Next, choose the trigger event as ‘New Leads’. This will allow Pabbly Connect to listen for new inquiries coming from Indiamart. You will then be provided with a webhook URL that you need to copy for the next steps.

• Log into your Indiamart account.
• Navigate to the Lead Manager section.
• Select ‘Import/Export Leads’ and then click on ‘Push API’.

Paste the copied webhook URL into the required field and save the details. This action connects your Indiamart account to Pabbly Connect.

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4. Configuring the Action in Pabbly Connect

Now that the trigger is set, the next step is to configure the action. For this, you will use ‘AI Sensi’ as your action application to send automated WhatsApp messages. Select AI Sensi from the application list.

Choose the action event as ‘Send Template Message’. You will need to connect your WhatsApp account to Pabbly Connect by adding a new connection. This requires the API key from your AI Sensi account.

Log into your AI Sensi account. Navigate to the Manage section and go to API Key. Generate and copy the API key.

Paste the API key in Pabbly Connect and click on ‘Save’ to establish the connection.

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5. Testing the Integration in Pabbly Connect

To ensure the integration works correctly, you need to test it by generating a dummy lead on Indiamart. This will allow Pabbly Connect to capture the webhook response.

Submit a new inquiry through Indiamart for a product, and once submitted, check your Pabbly Connect workflow to see if the response has been captured. If successful, you will see the details of the inquiry.

Verify that the inquiry details are correctly displayed in Pabbly Connect. Ensure the WhatsApp message is sent to the lead’s mobile number.

Upon successful testing, you can finalize the workflow, ensuring that every new inquiry from Indiamart automatically triggers a personalized WhatsApp message.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages for inquiries from Indiamart. This integration enhances communication efficiency and helps convert leads into customers effectively.

Learn how to automate the process of creating Salesforce leads from LinkedIn Lead Gen Forms using Pabbly Connect in this detailed tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating the lead generation process, you first need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly.

Visit the Pabbly Connect homepage by entering the URL Pabbly.com/connect. Here, you will find options to either sign in or sign up for a free account. If you are a new user, click on ‘Sign Up Free’ to explore the software with 300 tasks each month.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for instance, ‘Create Salesforce Lead for LinkedIn Lead Gen Forms Leads’.
• Select a folder for organization, such as ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see options for setting up a trigger and action. The trigger indicates when the automation should start, while the action specifies what happens next.

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3. Setting Up the Trigger for LinkedIn Lead Gen Forms

In this step, select Pabbly Connect as your trigger application and choose ‘LinkedIn Lead Gen Forms’ as the specific trigger. This will allow you to capture leads generated from your LinkedIn ads.

Next, select the trigger event as ‘New Lead Gen Form Response’. This means that every time a new lead fills out the form, Pabbly Connect will initiate the workflow.

• Connect your LinkedIn Lead Gen Forms account to Pabbly Connect.
• Choose the specific ad account and lead form from the dropdown menu.
• Generate a test lead to verify the connection.

After generating a test lead, click ‘Save and Send Test Request’ to ensure that Pabbly Connect captures the lead information correctly.

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4. Setting Up Action to Create a Lead in Salesforce

Now that the trigger is set up, the next step is to define the action. In this case, select Pabbly Connect as your action application and choose ‘Salesforce’. This will allow you to create a new lead in Salesforce whenever a new lead is captured from LinkedIn.

For the action event, select ‘Create New Lead’. This will automatically add the lead information into your Salesforce account. Connect your Salesforce account to Pabbly Connect by granting necessary permissions.

Map the lead details from LinkedIn to Salesforce fields. Ensure required fields like first name, last name, email, and phone number are filled correctly. Click ‘Save and Send Test Request’ to create the lead in Salesforce.

After successfully creating the lead, you can check your Salesforce account to verify that the new lead has been added with all the captured details.

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5. Conclusion

In this tutorial, we demonstrated how to automate the process of creating Salesforce leads from LinkedIn Lead Gen Forms using Pabbly Connect. By following these steps, you can efficiently manage leads and ensure timely follow-ups.

This integration not only saves time but also helps in organizing leads effectively, turning inquiries into business opportunities seamlessly.

Learn how to automate BigCommerce order management by creating Trello cards with Pabbly Connect. Follow our detailed tutorial for seamless integration. 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 start the integration process, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you’re a new user, you can sign up for free and get 100 free tasks every month.

Once logged in, you will see the dashboard. Click on the ‘Access Now’ button for Pabbly Connect, which will lead you to the main dashboard where you can create workflows. This is where the automation magic happens.

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2. Creating a Workflow in Pabbly Connect

In order to automate the process, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. A dialog box will appear asking for a workflow name and folder selection.

• Enter the workflow name: ‘Create Trello Cards for BigCommerce Order Purchase’.
• Select a folder to save the workflow.
• Click on the ‘Create’ button to finalize.

After creating the workflow, you will see two sections: ‘Trigger’ and ‘Action’. The trigger is what initiates the workflow, while the action is what happens as a result. This is the foundation of your automation in Pabbly Connect.

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3. Setting Up the Trigger with BigCommerce

For the trigger, select Pabbly Connect as the application and choose ‘BigCommerce’ as the trigger event. The specific event we are focusing on is ‘New Order Created’. This means that every time a new order is placed in BigCommerce, it will trigger the workflow.

Click on the ‘Connect’ button to establish a connection with your BigCommerce account. You will need to provide the Client ID, Access Token, and Store Hash Key to connect Pabbly Connect to your BigCommerce account.

• Create an API account in your BigCommerce account.
• Grant necessary permissions for the API account.
• Copy the credentials and paste them into Pabbly Connect.

Once you have entered the credentials, click on the ‘Save and Send Test Request’ button. This will check if the connection is successful and if Pabbly Connect can capture the new order data.

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4. Getting Order Details from BigCommerce

After successfully setting up the trigger, the next step in Pabbly Connect is to retrieve the order details. Add a new action step and select BigCommerce again. This time, choose the action event ‘Get Order by ID’.

Click on the ‘Connect’ button and select the existing connection you made earlier. You will need to map the Order ID from the previous step to get the details of the new order.

Click on the field for Order ID and select the mapped data from the previous step. Click on ‘Save and Send Test Request’ to fetch the order details. Verify that the order details are returned successfully.

This step ensures that you have all necessary information about the order, which is crucial for creating the Trello card.

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5. Creating a Trello Card Using Pabbly Connect

Now that you have the order details, it’s time to create a Trello card. For this action, select Pabbly Connect as the application and choose Trello as the action event ‘Create a Card’. This action will allow you to create a card in Trello for each new order placed in BigCommerce.

Click on the ‘Connect’ button to link your Trello account. You will need to provide your Trello API key and token to establish this connection.

Select the board where you want to create the card. Choose the list where the card will be added. Map the order details to the card fields (e.g., name, description).

Finally, click on ‘Save and Send Test Request’ to create the card. Check your Trello account to confirm that the card has been successfully created with all relevant order details.

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Conclusion

In this tutorial, we demonstrated how to automate the process of creating Trello cards for new orders in BigCommerce using Pabbly Connect. By following these steps, you can streamline your order management, enhance team collaboration, and improve customer satisfaction. Automating tasks with Pabbly Connect simplifies workflows and saves valuable time.

Learn to automate your Razorpay payments by integrating with Flowdesk using Pabbly Connect. Step-by-step tutorial with detailed instructions. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process, first access Pabbly Connect by visiting the official website. You can either sign in if you are an existing user or click on ‘Sign Up Free’ to create a new account and get 100 free tasks every month.

Once you sign in, you will see the dashboard of Pabbly Connect. This is where you can create workflows to automate tasks between Razorpay and Flowdesk. Click on the ‘Create Workflow’ button located at the top right corner to begin.

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2. Creating a Workflow in Pabbly Connect

In the workflow creation dialog, name your workflow something descriptive, like ‘Create Flowdesk Subscriber on Razorpay Payment’. Choose a folder to save your workflow, such as ‘Automations’. This organization helps you manage multiple workflows effectively.

• Name your workflow appropriately.
• Select a folder for better organization.
• Click on ‘Create’ to finalize your workflow.

After creating the workflow, you will see the trigger and action setup options. This is where Pabbly Connect shines by allowing you to set up automation seamlessly. Next, select Razorpay as your trigger application.

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3. Setting Up the Trigger in Pabbly Connect

Select Razorpay as the trigger application, and choose the event as ‘Payment Captured’. This means every time a new payment is captured, Pabbly Connect will trigger the workflow.

Upon selecting the trigger event, you will receive a webhook URL. This URL is crucial as it connects Razorpay with Pabbly Connect. Copy this URL and head over to your Razorpay account to set up the webhook.

• Go to Razorpay account settings.
• Navigate to Webhooks and add a new webhook.
• Paste the copied webhook URL and select ‘Payment Captured’ as the active event.

After setting up the webhook in Razorpay, return to Pabbly Connect to test the integration. You will need to make a test payment to verify that the webhook is functioning correctly.

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4. Testing the Integration with a Test Payment

To test the integration, navigate to your Razorpay payment page and enter dummy data to simulate a payment. For example, fill in the first name, last name, and email with test information.

Once you make the payment using a UPI ID, Pabbly Connect will capture this payment and send the relevant data back to the workflow. You should see the details like order ID, phone number, and customer information in the workflow response.

Enter the test payment details accurately. Select UPI as the payment method. Confirm the payment to trigger the webhook.

Once the payment is confirmed, check back in Pabbly Connect to ensure the data was received correctly. This step is crucial for verifying that your integration is working as intended.

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5. Adding the Subscriber in Flowdesk

Now that you have confirmed the payment data is received, the next step is to add the customer as a new subscriber in Flowdesk. Select Flowdesk as the action application and choose ‘Create or Update Subscriber’ as the action event.

Connect your Flowdesk account by clicking on ‘Add New Connection’. Once connected, proceed to map the fields from the Razorpay payment data to Flowdesk. For example, map the customer’s email, first name, and last name to the respective fields in Flowdesk.

Map the email from Razorpay to Flowdesk. Map the first and last names accordingly. Ensure to select ‘No’ for send opt-in confirmation emails.

After mapping all necessary fields, click on ‘Save and Send Test Request’. If successful, you will see the new subscriber added in your Flowdesk account, confirming that the integration via Pabbly Connect is complete.

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Conclusion

This tutorial demonstrated how to effectively integrate Razorpay with Flowdesk using Pabbly Connect. By following these steps, you can automate the process of adding new subscribers whenever a payment is captured, saving time and enhancing customer engagement.