Author: Rajpal Tomar

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.

Learn how to automate customer creation in Shopify from Facebook Lead Ads using Pabbly Connect. Step-by-step 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 using Pabbly Connect, first visit the Pabbly website. You can do this by typing Pabbly.com/connect in your browser. This platform allows you to automate tasks between different applications seamlessly.

Once on the page, sign in to your Pabbly account. If you are a new user, you can sign up for free and receive 100 tasks monthly. After signing in, navigate to the Pabbly Connect dashboard to begin creating your automation workflow.

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2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, you will create a new workflow that connects Facebook Lead Ads with Shopify. Click on the ‘Create Workflow’ button and name your workflow. For this tutorial, name it ‘Create Shopify Customer from Facebook Lead Ads’.

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

After creating the workflow, you will see two boxes: one for the trigger and one for the action. The trigger is the event that starts the automation, while the action is what happens as a result. Here, the trigger is Facebook Lead Ads and the action is Shopify.

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3. Setting Up the Trigger with Facebook Lead Ads

To set up the trigger in Pabbly Connect, select Facebook Lead Ads as your trigger application. Choose ‘New Lead Instant’ as the trigger event. This will allow Pabbly to respond whenever a new lead is generated.

Now, click on ‘Connect’ to establish a connection between Facebook Lead Ads and Pabbly Connect. If you have an existing connection, you can save it; otherwise, create a new connection by logging into your Facebook account. After authorization, select the page and lead form to use for this integration.

• Choose the Facebook page you want to connect, such as ‘Glam Fusion’.
• Select the lead form that captures user data.

Once set up, click on ‘Save and Send Test Request’ to verify the connection. Ensure you submit a test lead through your Facebook Lead Ads to see if the data appears in Pabbly Connect.

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4. Setting Up the Action to Create a Customer in Shopify

Next, in Pabbly Connect, set Shopify as your action application. Choose ‘Create Customer’ as the action event. This will enable the automation to create a customer in Shopify whenever a new lead is received.

To connect Shopify, click on ‘Connect’. If you don’t have an existing connection, enter the Admin API access token and your store’s subdomain. You can obtain the API key by creating a new app in your Shopify account.

Go to Shopify settings, then to Apps and Sales Channels. Click on ‘Develop Apps’ and create a new app for integration.

After entering the API key and subdomain, map the fields from the Facebook lead data to the Shopify customer fields. This ensures that whenever a new lead is created, the customer details are automatically filled in Shopify.

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5. Testing the Integration and Finalizing

Finally, to test the integration in Pabbly Connect, submit a new lead through your Facebook Lead Ads. Ensure you provide all required details such as first name, last name, email, and phone number.

After submission, check your Shopify dashboard under the Customers section to confirm that the new customer has been created successfully. If everything is set up correctly, you should see the new customer details reflected in Shopify.

Verify that the customer information matches the lead data submitted. Repeat the process with different leads to ensure consistent performance.

By following these steps, you have successfully integrated Facebook Lead Ads with Shopify using Pabbly Connect, automating the customer creation process.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of creating Shopify customers from Facebook Lead Ads. This integration streamlines your workflow and enhances efficiency.

Learn how to automate email labeling and replies using Pabbly Connect with AI tools like CH GPT. Step-by-step guide to streamline your email 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. Setting Up Pabbly Connect for Email Automation

To begin automating your email management, first, access Pabbly Connect. You can create a free account in just a few minutes. Once logged in, navigate to the dashboard to create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Automatically Label Emails and Drop Replies Using AI’. Select the appropriate folder in your Pabbly Connect account for this automation and click on ‘Create’. This sets the stage for integrating various applications.

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2. Integrating Gmail as a Trigger in Pabbly Connect

In this step, we will connect your Gmail account to Pabbly Connect. This allows the automation to trigger whenever a new email is received. In the trigger window, select Gmail and choose the event ‘New Email’.

• Click on ‘Connect’ and then ‘Add New Connection’.
• Select your Gmail account and allow permissions.
• Choose the label ID (e.g., Inbox) and set the body content type to Plain Text.

After completing these steps, turn off the workflow to avoid triggering it during testing. Click on ‘Save and Send Test Request’ to ensure the connection works properly. Once you receive a test email, turn the workflow back on and proceed to the next step.

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3. Using CH GPT for Email Categorization

Next, we will utilize Pabbly Connect to send the email details to CH GPT for categorization. In the action step, search for CH GPT and select the action event ‘Ask CH GPT’.

Connect your CH GPT account by entering the API token from your OpenAI account. After connecting, select the AI model (e.g., GPT-4) and create a prompt that instructs CH GPT to categorize the email. This prompt should specify the categories you want, such as client, supplier, invoice, refund, advertisement, or newsletter.

• Map the email subject and body from the Gmail trigger step into the prompt.
• Click ‘Save and Send Test Request’ to test the CH GPT integration.

Upon receiving a response, you will see the categorized email, which is crucial for the next steps in your automation.

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4. Creating Routes for Different Email Categories

With the email now categorized, it’s time to create routes in Pabbly Connect based on the email type. Click on ‘Add Action Step’ and select ‘Router’. This allows you to create different branches for processing emails.

Set up conditions for each route based on the categories detected by CH GPT. For example, if the category is refund, invoice, or client, continue to the first route where you will generate a reply. If it’s an advertisement or newsletter, move to the second route to update the email label.

Configure the filter conditions for each route based on the categorized email. Test each route by sending a sample email to ensure the conditions are met correctly.

Once the routes are set up and tested, you can proceed to generate replies or update labels based on the email type.

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5. Finalizing the Automation Workflow in Pabbly Connect

Finally, complete your automation by configuring the actions for each route. For the first route, use Gmail to create a draft reply based on the response from CH GPT. Select ‘Create Draft Reply’ as the action event and map the necessary fields such as thread ID and email body. using Pabbly Connect

For the second route, select ‘Add or Update Label’ to change the email’s label to spam or trash. Map the message ID to identify the email you want to update. Once all actions are configured, click ‘Save and Send Test Request’ to test the entire workflow.

After testing, you can monitor the automation to ensure it functions as intended. Each email will now be categorized and processed automatically, saving you time and effort.

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Conclusion

By utilizing Pabbly Connect, you can automate email management effectively. This integration with CH GPT allows for intelligent email categorization and response generation, streamlining your workflow significantly.

Learn how to integrate WhatsApp with Cashfree payments using Pabbly Connect for seamless communication and automation. Follow our detailed tutorial for step-by-step instructions. 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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1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with Cashfree, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect, then click on the link to reach the landing page.

On the landing page, you will see options to sign in or sign up. If you’re a new user, click on ‘Sign up for free’ to create an account. Existing users can simply click ‘Sign in’ to access their accounts. Once logged in, click on ‘Access Now’ to enter your Pabbly Connect dashboard.

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2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, the next step is to create a workflow for your integration. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow and choose a folder for saving it. using Pabbly Connect

• Choose a descriptive name for your workflow, such as ‘Send WhatsApp Message on Cashfree Payment’.
• Select the folder where you want to save this workflow.

Once you have named your workflow and selected the folder, click on ‘Create’. This action opens the workflow window where you will set up the trigger and actions for your automation.

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3. Setting Up the Trigger in Pabbly Connect

The trigger is an essential part of your workflow in Pabbly Connect. For this integration, select Cashfree as your trigger application. This means that the workflow will initiate when a successful payment is made on Cashfree.

Next, choose the trigger event as ‘Payment via Form’. After selecting this, you will receive a Webhook URL. Copy this URL as you will need to set it up in your Cashfree account to establish the connection.

• Log in to your Cashfree account.
• Navigate to the Developers section, then to Payment Gateways, and finally to Webhooks.
• Add the copied Webhook URL in the Webhooks section and click on ‘Test and Add’.

Once you have successfully added the Webhook URL, you can return to your Pabbly Connect workflow to capture the response from Cashfree.

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4. Sending WhatsApp Messages via Pabbly Connect

Now that you have set up the trigger, the next step is to send WhatsApp messages using Pabbly Connect. For the action application, select WhatsApp by AI Sensei, which will allow you to send automated messages.

Choose the action event as ‘Send Template Message’. You will need to connect your WhatsApp account by adding your API key. To get the API key, log into your AI Sensei account, navigate to the Manage section, and generate the API key if you haven’t already.

Enter the campaign name you created in AI Sensei for the WhatsApp message. Map the mobile number and user name fields from the trigger response. Input any template parameters as needed for personalized messages.

After entering all required fields, click on ‘Save and Send Test Request’ to check if the automation is working correctly. If successful, you will see a confirmation that the message has been sent.

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5. Notifying Your Team via WhatsApp

The final step in your workflow involves notifying your team about new enrollments. In this step, you will again use Pabbly Connect to send a WhatsApp message to your team.

Repeat the process of selecting WhatsApp by AI Sensei as the action application and choose the same action event, ‘Send Template Message’. This time, manually enter the mobile number of your team member who needs to be notified.

Map the necessary template parameters to ensure that the message contains relevant information about the new enrollment. After mapping the fields, click ‘Save and Send Test Request’ to send the message to your team.

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Conclusion

In this tutorial, we explored how to integrate WhatsApp with Cashfree payments using Pabbly Connect. This integration allows for automated notifications to students and team members, enhancing communication and operational efficiency. By following these steps, you can streamline your enrollment process and improve your customer interaction.

Learn how to send automated Diwali wishes using Pabbly Connect and SMTP. Follow our step-by-step guide to integrate Google Sheets for seamless email delivery. 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 Integration

To automate sending Diwali wishes, start by accessing Pabbly Connect. This platform allows you to connect various applications easily. Visit the Pabbly Connect homepage by typing the URL into your browser.

Once on the homepage, you will see options to sign in or sign up. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply log in. After signing in, you will be directed to the Pabbly Connect dashboard where you can manage your workflows.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow; enter ‘Send Diwali Wishes to Customers via Email Automatically’.

• Select a folder for your workflow, such as ‘Automations for Customer Management’.
• Click ‘Create’ to proceed to the workflow setup.

You will now see a blank canvas with two sections: Trigger and Action. This is where you will set up how data flows from Google Sheets to SMTP.

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3. Setting Up Google Sheets as Trigger

The first step in your workflow is to set Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets from the trigger application options. Then, choose the trigger event as ‘New or Updated Spreadsheet Row’. This means the workflow will activate when a new row is added to your spreadsheet.

After selecting the trigger event, you will receive a webhook URL. This URL is essential for transferring data from Google Sheets to Pabbly Connect. Copy this URL, as you will need it to set up the connection in your Google Sheets.

• Navigate to your Google Sheets and go to Extensions > Add-ons > Get Add-ons.
• Search for the ‘Pabbly Connect Webhooks’ add-on and install it.

Once installed, refresh your spreadsheet to access the Pabbly Connect Webhooks option under Extensions. This setup will enable automatic data transfer whenever a new customer is added.

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4. Configuring SMTP Action for Email Delivery

With Google Sheets set up as the trigger, the next step is to configure SMTP as the action in Pabbly Connect. Select SMTP from the action application options. Choose the ‘Send Email’ action event. This allows you to send personalized emails to customers based on the data from Google Sheets.

To establish the SMTP connection, you can either add a new connection or select an existing one. If creating a new connection, enter the required SMTP details such as hostname, username, password, encryption type, and port. This information is typically provided when you set up your SMTP account.

Fill in the ‘From Name’ and ‘From Email’ fields with your e-commerce store’s name and the email address you will send from. Map the ‘To’ field to the customer’s email address from the Google Sheets data.

Finally, enter the subject and body of your email, ensuring the body is formatted in HTML to present your Diwali wishes and discount offers attractively.

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5. Testing and Launching Your Workflow

Once you have configured the SMTP action in Pabbly Connect, it’s time to test the workflow. Click on ‘Save and Send Test Request’ to verify that the email is sent correctly to the mapped customer email address. Check the inbox to confirm receipt of the email.

If the test is successful and the email appears as intended, your workflow is ready to go live. To send emails to all customers, ensure that the webhook is set to send data whenever a new row is added in your Google Sheets.

Go back to Google Sheets, navigate to Extensions > Pabbly Connect Webhooks, and click ‘Send All Data’. This will trigger the sending of emails to all customers listed in your spreadsheet.

By following these steps, you can effectively automate sending Diwali wishes and discount offers to your customers, enhancing their festive experience while boosting your sales.

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Conclusion

Using Pabbly Connect to automate sending Diwali wishes is a straightforward process that saves time and enhances customer engagement. By integrating Google Sheets and SMTP, you can efficiently manage your email campaigns without any coding skills.

Learn how to integrate URL with The Happening and Google Chat for seamless automation. Follow our detailed tutorial for step-by-step instructions. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up URL Integration with The Happening

The first step in integrating URL with The Happening is to establish a connection that allows data transfer between the two applications. This connection utilizes webhooks to automate actions based on specific events. By following these steps, you will successfully set up the integration.

Begin by accessing your The Happening account. You will need to create a new webhook to capture events. Here’s how you do it:

• Log into your The Happening account.
• Navigate to the settings section and find the webhook option.
• Click on ‘Create New Webhook’ to start the setup.

After creating the webhook, you will receive a unique URL. This URL is crucial as it will be used in the next steps to connect with Google Chat and automate notifications.

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2. Configuring Google Chat Notifications

Once you have your URL webhook ready, the next step is to configure notifications to be sent to Google Chat. This allows your team to receive updates instantly whenever a specific event occurs in The Happening.

To set up notifications in Google Chat, follow these steps:

• Open your Google Chat application.
• Select the space where you want to receive notifications.
• Use the ‘Add App’ feature to integrate the webhook URL you created earlier.

With these steps completed, your Google Chat space will now be set up to receive alerts from The Happening whenever a new post or feedback is created.

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3. Testing the Integration

After setting up the webhook and configuring Google Chat, it’s essential to test the integration to ensure everything is functioning correctly. Testing confirms that notifications are sent and received as expected.

To test the integration, create a new post in The Happening. Here’s how:

Go to the ‘Create New Post’ option in The Happening. Enter a title and description for the post. Submit the post and watch for a notification in Google Chat.

If everything is set up correctly, you should receive an instant notification in your Google Chat space, confirming that the integration is working smoothly.

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4. Automating Tasks with URL I Integration

Integrating URL I with The Happening allows for more advanced automation of tasks. This integration can streamline processes and enhance productivity by automating repetitive tasks based on events captured in The Happening.

To automate tasks using URL I, follow these steps:

Access URL I and create a new automation workflow. Select The Happening as the trigger application. Set the specific event that will trigger the automation.

Once you have set up the automation, it will run automatically based on the events from The Happening. This means less manual work and more efficiency for your team.

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5. Conclusion

In this tutorial, we explored how to integrate URL with The Happening and Google Chat. We covered the setup process, testing the integration, and automating tasks with URL I. Following these steps will enhance your workflow and improve communication within your team.

By utilizing these integrations, you can ensure that your team stays informed and responsive to feedback, ultimately leading to better product management and customer satisfaction.

Learn how to automate the addition of IndiaMART leads to Google Sheets for your marble and granite business using Pabbly Connect. Step-by-step tutorial included. 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 begin automating the addition of IndiaMART leads to Google Sheets, you need to access Pabbly Connect. Start by typing the URL Pabbly.com/connect into your browser.

Once on the homepage, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign up for free’ button, which allows you to create an account and receive 100 free tasks each month. Existing users can simply sign in to their accounts.

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2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to start.

In the dialog box that appears, name your workflow, such as ‘Add IndiaMART Leads to Google Sheets for Marble and Granite Business.’ Select the appropriate folder for your workflow and click on ‘Create’. This sets up a blank workflow where you can define your trigger and action.

• Name your workflow clearly for easy identification.
• Choose a folder to organize your workflows efficiently.

Now that your workflow is created, you will see two windows: one for the trigger and one for the action. The trigger defines what starts the automation, while the action specifies what happens as a result.

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3. Setting Up the Trigger with IndiaMART

To set up your trigger, select IndiaMART as the trigger application in Pabbly Connect. Choose the trigger event as ‘New Lead’. This means that whenever a new lead is received, the workflow will activate.

Once you select the trigger event, a webhook URL will be generated. This URL acts as a bridge to transfer data from IndiaMART to Pabbly Connect. Copy this URL, as you will need it to configure your IndiaMART account.

• Select ‘New Lead’ as the trigger event.
• Copy the generated webhook URL for the next steps.

Next, log into your IndiaMART account and go to the Lead Manager section. Navigate to the ‘Push API’ integration option, where you will paste the webhook URL to establish the connection.

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4. Configuring Google Sheets as the Action

With the trigger set, it’s time to configure Google Sheets as the action application in Pabbly Connect. Select Google Sheets and choose the action event as ‘Add New Row’. This action will create a new row in your Google Sheets for each new lead.

Click on ‘Connect’ to establish the connection between Pabbly Connect and Google Sheets. You can either add a new connection or select an existing one. If creating a new connection, sign in with your Google account and allow the necessary permissions.

Select ‘Add New Row’ as the action event. Authorize Pabbly Connect to access your Google Sheets.

Once connected, specify the spreadsheet where you want to store the lead details. Ensure you select the correct spreadsheet name and corresponding sheet within it for accurate data entry.

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5. Testing and Saving the Automation

After setting up the action, it’s crucial to test the automation to ensure everything is functioning correctly. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will create a test entry in your Google Sheets based on the lead data received from IndiaMART.

Check your Google Sheets to confirm that the lead details have been successfully added. You should see the name, email, phone number, and inquiry in the designated columns. This confirms that your automation is working as intended.

Verify that all lead details are correctly displayed in Google Sheets. Make any necessary adjustments to the workflow if needed.

Once verified, your automation is complete. Now, every time a new lead comes through IndiaMART, it will automatically populate in your Google Sheets, streamlining your lead management process.

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Conclusion

In this tutorial, we explored how to integrate IndiaMART leads into Google Sheets for your marble and granite business using Pabbly Connect. By automating this process, you can efficiently manage leads without manual data entry, saving time and reducing errors.

Learn how to integrate Elementor with Microsoft Teams using Pabbly Connect. This step-by-step guide covers all the essential actions and UI elements for seamless automation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by typing ‘Pabbly.com/connect’ in your browser. This powerful automation tool allows you to connect various applications without coding.

After reaching the Pabbly Connect website, you can either sign in if you have an existing account or sign up for free. New users receive 100 tasks free each month. Once logged in, navigate to the dashboard to start creating your workflow.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect that will notify your team on Microsoft Teams whenever a form is submitted via Elementor. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Notify Team on Microsoft Teams Channel on Elementor Form Submission.’ Select the folder to save this workflow.

• Click ‘Create’ to initiate the workflow.
• You will see two boxes: one for the trigger and one for the action.
• Select ‘Elementor’ as your trigger application.

Next, choose ‘New Form Submission’ as the trigger event. This means that every time a new form is submitted, the workflow will be activated, notifying your team on Microsoft Teams.

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3. Connecting Elementor to Pabbly Connect

To connect Elementor to Pabbly Connect, you will need a webhook URL provided by Pabbly. This URL serves as a bridge between Elementor and Pabbly Connect. Go to your WordPress dashboard, find your Elementor form, and edit it.

In the Elementor editor, select any field of your form, scroll down to find the ‘Webhooks’ option, and paste the copied webhook URL. After updating the form, return to Pabbly Connect, where it will show that it is waiting for a webhook response.

• Fill out the form with dummy details to test the webhook connection.
• Submit the form and check if the response appears in Pabbly Connect.

Once the response is received, you have successfully connected Elementor to Pabbly Connect, allowing you to capture form submissions automatically.

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4. Setting Up Microsoft Teams in Pabbly Connect

Now that Elementor is connected to Pabbly Connect, the next step is to set up Microsoft Teams as the action application. Choose ‘Microsoft Teams’ as your action application and select ‘Send Message in a Channel’ as the action event.

Click on ‘Connect’ to establish a connection with Microsoft Teams. If you don’t have an existing connection, select ‘Add New Connection’ and authorize Pabbly Connect to access your Microsoft Teams account. Once connected, you will need to specify the team and channel where the message should be sent.

Select the appropriate team and channel from the dropdown menus. Draft a message to notify your team about the new lead.

Make sure to map the fields from the Elementor form response to the message in Microsoft Teams. This ensures that the message is dynamic and reflects the most recent submission.

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5. Testing the Integration Between Elementor and Microsoft Teams

With everything set up in Pabbly Connect, it’s time to test the integration. Click on ‘Save and Send Test Request’ to send a test message to your Microsoft Teams channel. Check your Teams channel to confirm that the message has been received.

To ensure that the automation works for future submissions, fill out the Elementor form again with different details and submit it. Check your Microsoft Teams channel to see if the new lead’s details are reflected in the message.

This process confirms that the integration between Elementor and Microsoft Teams via Pabbly Connect is functioning correctly. You can now automate notifications for all future form submissions 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, this tutorial has guided you through integrating Elementor with Microsoft Teams using Pabbly Connect. You learned how to create a workflow, connect applications, and test the integration to ensure it works effectively. Automating notifications can significantly enhance your team’s responsiveness and efficiency.

Learn how to send and get WhatsApp messages on Google Forms submissions using Pabbly Connect. Step-by-step 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 WhatsApp Integration

To send and get WhatsApp messages on Google Forms submissions, we first need to access Pabbly Connect. You can easily find it by searching for ‘Pabbly Connect’ in your browser.

Once on the landing page, you have two options: ‘Sign In’ for existing users or ‘Sign Up for Free’ for new users. If you’re new, you can register and get $100 free every month. As an existing user, simply click on ‘Sign In’ to access your dashboard.

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2. Creating a Workflow in Pabbly Connect

After signing in, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow, such as ‘Send and Get WhatsApp Message on Google Form Submission’ and select a folder for it.

• Name your workflow appropriately.
• Select a folder where you want to save this workflow.

Once you have filled in these details, click ‘Create’ to open the workflow window where you will set up the trigger and action for your automation.

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3. Setting Up Google Forms Trigger in Pabbly Connect

In this section, we will set up the Google Forms trigger in Pabbly Connect. Select Google Forms as your trigger application. The trigger event you need to choose is ‘New Response Received’ to ensure that the workflow is activated when a new registration is submitted.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need to connect it to your Google Forms. Open your Google Forms account, navigate to the ‘Responses’ tab, and link it to a Google Sheets spreadsheet if you haven’t done so already.

• Go to ‘Responses’ and click on ‘Link with Sheets’.
• After linking, go to ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’.

Search for and install the Pabbly Connect add-on. Refresh the spreadsheet to see the Pabbly Connect options appear in the Extensions menu. Click on ‘Pabbly Connect Webhooks’ and set up the initial configuration by pasting the webhook URL and selecting the trigger column.

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4. Testing the Google Forms Integration with Pabbly Connect

Once the initial setup is complete, it’s time to test the integration. You need to submit a test response in your Google Form to check if Pabbly Connect captures the data successfully. Make sure to enable the ‘Send on Event’ option in the Pabbly Connect add-on within your Google Sheets.

After submitting the test response, return to your Pabbly Connect workflow to verify if the data has been captured. You should see the details from your test submission displayed correctly in the workflow.

Submit a test response in the Google Form. Check your Pabbly Connect workflow for the captured response.

If the response is captured, you have successfully set up the Google Forms trigger using Pabbly Connect!

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5. Sending WhatsApp Messages through Pabbly Connect

In this final step, we will configure the action to send WhatsApp messages using Pabbly Connect. Select AiSensy as your action application and choose the action event ‘Send Template Message’. Connect your AiSensy account by providing the API key obtained from your AiSensy account settings.

Now, fill in the required fields such as the campaign name and the mobile number. Use the ‘map’ feature to dynamically insert the mobile number from the Google Forms response. This ensures that each message sent is personalized based on the registrant’s information.

Select the campaign name you created in AiSensy. Map the mobile number and other relevant details from the Google Forms response.

After configuring the message parameters, click on ‘Save and Send Test Request’. If successful, you will receive a WhatsApp message confirming the registration. This process streamlines communication and helps manage event registrations effectively through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to send and get WhatsApp messages on Google Forms submissions using Pabbly Connect. This integration enhances communication and streamlines event management, ensuring timely notifications for both registrants and teams.

Learn how to integrate Google Forms with Microsoft Teams using Pabbly Connect for seamless automation. Follow our step-by-step guide to set up notifications for form submissions.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Forms Integration

To start integrating Google Forms with Microsoft Teams, Pabbly Connect is the platform you need. First, you must create a free account on Pabbly Connect. You can find a signup link in the description below. Once your account is created, log in to access the Pabbly Connect dashboard.

In the dashboard, you will need to create a new workflow. Click on the ‘Create Workflow’ button and name it appropriately, such as ‘Google Forms to Microsoft Teams.’ Select the folder where you want to save this workflow and click on ‘Create’ to proceed.

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2. Trigger Setup: Google Forms in Pabbly Connect

The next step is to set up the trigger for your automation. In the workflow, locate the trigger window and search for ‘Google Forms’ in the Choose App section. Select it and then choose the trigger event as ‘New Response Received.’ This step is crucial as it allows Pabbly Connect to capture new submissions from your Google Form. using Pabbly Connect

• Select ‘Google Forms’ from the app list.
• Set the trigger event to ‘New Response Received.’
• Copy the provided webhook URL for later use.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. This URL needs to be added to your Google Form to capture responses. Go to your Google Form, navigate to the last question, and ensure it is marked as required. Then, link your Google Form to a new Google Sheet to store responses.

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3. Linking Google Sheets to Capture Responses

After linking your Google Form to a Google Sheet, you will add the webhook URL from Pabbly Connect to this sheet. Go to ‘Extensions’ in Google Sheets, click on ‘Add-ons,’ and search for ‘Pabbly Connect Webhooks’ to install the add-on if you haven’t already. Once installed, refresh the Google Sheet. using Pabbly Connect

• Select the ‘Pabbly Connect Webhooks’ add-on.
• Choose ‘Initial Setup’ from the add-on menu.
• Paste the webhook URL in the designated field.

In the setup box, select the sheet that contains your form responses and specify the trigger column, which is usually the last column where data is entered. Submit the setup, and you will receive a confirmation that the webhook has been configured successfully.

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4. Action Setup: Sending Messages to Microsoft Teams

With the trigger set up, the next step is to send the captured responses to Microsoft Teams. In the action window of your workflow, search for ‘Microsoft Teams’ and select it. Choose the action event as ‘Send Message in a Channel’ and connect your Microsoft Teams account to Pabbly Connect by clicking the ‘Connect with Microsoft Teams’ button. using Pabbly Connect

Once connected, select the team and channel where you want to send the messages. You will need to craft a message that includes the details from the Google Form submission. Use the mapping feature in Pabbly Connect to pull in specific response data, such as the customer’s name, email, and feedback message.

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5. Testing and Finalizing the Workflow

After setting up the action, it’s time to test the workflow. Submit a new response through your Google Form to see if the automation works as intended. Check your Microsoft Teams channel for the message that includes all the feedback details. using Pabbly Connect

If everything is set up correctly, you will see the message appear in your selected channel, confirming that the integration is successful. This automation allows your team to receive real-time notifications whenever a new form submission occurs, enhancing communication and response time.

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, integrating Google Forms with Microsoft Teams using Pabbly Connect streamlines your feedback process and keeps your team informed. This setup not only automates notifications but also ensures that valuable customer insights are shared promptly. You can easily replicate this process for other applications as well, leveraging the power of Pabbly Connect for various integrations.