Author: Rajpal Tomar

Learn how to integrate leads from Indiamart to Salesforce using Pabbly Connect with this step-by-step tutorial. Streamline your lead management process effectively. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating leads from Indiamart to Salesforce, first access Pabbly Connect. This platform allows seamless connections between various applications without coding.

Navigate to the Pabbly website and click on ‘Sign In’ if you are an existing user. If you are new, choose ‘Sign Up for Free’ to explore the platform with 100 tasks free each month.

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2. Creating a Workflow in Pabbly Connect

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

• Name your workflow appropriately, e.g., ‘Integrating Indiamart Leads to Salesforce’.
• Select a folder to save your workflow, such as ‘Automations’.

After entering the details, click ‘Create’. This opens the workflow window where you will set up triggers and actions.

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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. For this integration, select Indiamart as the trigger application in Pabbly Connect.

Choose the trigger event as ‘New Lead’. This event will initiate the workflow whenever a new lead is received. You will be provided with a webhook URL to connect to Indiamart.

• Copy the webhook URL provided by Pabbly Connect.
• Log into your Indiamart account and navigate to Lead Manager.
• Paste the webhook URL in the Listener URL field.

Once you save these settings, your Indiamart account will send lead data to Pabbly Connect whenever a new inquiry is made.

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4. Configuring the Action Step in Pabbly Connect

After setting up the trigger, the next step is to configure the action. In this case, select Salesforce as the action application within Pabbly Connect.

Choose the action event as ‘Create Lead’. This will allow you to add the incoming lead details from Indiamart directly into Salesforce.

Connect your Salesforce account by clicking ‘Connect with Salesforce’. Authorize Pabbly Connect to access your Salesforce account.

Once connected, map the lead details from Indiamart to the respective fields in Salesforce. This ensures that each new lead is recorded accurately.

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5. Testing the Integration Workflow

To ensure everything is set up correctly, conduct a test submission from Indiamart. This allows you to verify that Pabbly Connect captures the lead data accurately.

After submitting a test lead, check your Pabbly Connect workflow to see if it received the data. You should see all details populated correctly, indicating that the integration is functioning as intended.

Log into Indiamart and create a test lead. Verify that the lead appears in your Salesforce account.

If the details are correctly reflected, your integration is successfully set up. Now, every new inquiry will automatically be added to Salesforce through Pabbly Connect.

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Conclusion

This tutorial demonstrated how to integrate leads from Indiamart to Salesforce using Pabbly Connect. By automating this process, businesses can efficiently manage inquiries and enhance their lead tracking capabilities.

With the steps outlined above, you can streamline your lead management process effectively. Utilize Pabbly Connect to automate tasks and improve your business operations.

Learn how to automate notifications for Cognito form submissions to Microsoft Teams using Pabbly Connect. Step-by-step guide with detailed instructions. 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 using Pabbly Connect, first navigate to the Pabbly Connect website. This platform is essential for automating tasks between applications like Cognito Forms and Microsoft Teams.

Once on the website, sign in or create a new account. Existing users can click on ‘Sign In’, while new users can select ‘Sign Up for Free’ to access 100 tasks monthly. After logging in, access the Pabbly Connect dashboard to start creating workflows.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, create a new workflow by clicking on the ‘Create Workflow’ button. Name the workflow, for example, ‘Notify Team on Microsoft Teams on Cognito Form Submission’ and select the appropriate folder to save it. using Pabbly Connect

• Click on the ‘Create’ button to initiate the workflow.
• Define the trigger and action for the workflow.

After creating the workflow, you will see two boxes: one for the trigger and another for the action. The trigger will be Cognito Forms, and the action will be Microsoft Teams. This setup will ensure that whenever a new form submission occurs, your team is notified automatically.

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3. Setting Up Cognito Forms as the Trigger

In the trigger section, select Cognito Forms and choose the event ‘New Entry’. This event will activate the workflow whenever a new form submission is made. Next, you will need to connect Cognito Forms to Pabbly Connect using the provided webhook URL.

To do this, go to your Cognito Forms account, select the form you want to use, and enable the ‘Post JSON data to a website’ option. Paste the webhook URL from Pabbly Connect into the designated field and save your changes.

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4. Testing the Integration with a Form Submission

After setting up the webhook, it’s time to test the integration. Go back to Pabbly Connect and check if it is waiting for a webhook response. Perform a test submission on your Cognito form to see if the data is captured by Pabbly Connect.

Once the form is submitted successfully, you should see the captured response in Pabbly Connect. This indicates that the connection between Cognito Forms and Pabbly Connect is working correctly.

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5. Setting Up Microsoft Teams as the Action

Now that the trigger is configured, move to the action section and select Microsoft Teams. Choose the action event ‘Send Message in a Channel’. You will need to connect your Microsoft Teams account to Pabbly Connect by allowing the necessary permissions.

• Select the team and channel where you want to send notifications.
• Draft your message, using dynamic fields from the Cognito form submission.

After drafting the message, click on ‘Save and Send Test Request’. Check your Microsoft Teams channel to confirm that the message was received. This step ensures that your automation is functioning correctly.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate notifications from Cognito Forms to Microsoft Teams. By following the steps outlined, you can streamline your workflow and ensure timely communication within your team.

Learn how to integrate Paperform with Microsoft Teams using Pabbly Connect for automated notifications on form submissions. Step-by-step guide included. 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 the integration between Paperform and Microsoft Teams, first, access Pabbly Connect. This powerful automation platform allows you to connect various applications seamlessly without any coding skills.

Begin by visiting the Pabbly Connect website. If you are an existing user, sign in using your credentials. New users can sign up for free, receiving 100 tasks monthly. After logging in, navigate to the dashboard and select Pabbly Connect to create a new workflow.

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2. Creating Your Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Notify Team on Microsoft Teams on Paperform Submission’. Select the appropriate folder for organization.

• Name your workflow clearly for easy identification.
• Select a folder to keep your workflows organized.
• Click ‘Create’ to finalize the new workflow.

After creating the workflow, you will see two boxes: one for the trigger and another for the action. In this case, the trigger will be Paperform, and the action will be Microsoft Teams. This setup allows you to automate notifications whenever a new form submission occurs.

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3. Setting Up Paperform as the Trigger Application

The next step involves setting up Paperform as the trigger application in Pabbly Connect. Select Paperform and choose the trigger event ‘New Form Submission’. This means that every time someone submits a form, it will trigger the workflow.

To connect Paperform to Pabbly Connect, you will need a webhook URL. This URL acts as a bridge between Paperform and Pabbly Connect. Copy the provided webhook URL from Pabbly Connect and head over to your Paperform account.

• Log into your Paperform account and edit the form you want to integrate.
• Navigate to the ‘After Submission’ section and select ‘Integrations’.
• Add the webhook URL and set it to trigger on ‘New Submission’.

Once you have added the webhook, return to Pabbly Connect. It will show that it is waiting for a response from Paperform. To test this connection, you need to submit a test form.

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4. Testing the Integration with a Test Submission

After setting up the webhook, you will need to perform a test submission to ensure that the connection between Paperform and Pabbly Connect is working. Fill out the form with dummy data and submit it.

Once you submit the form, you should see the response captured in Pabbly Connect. This confirms that the integration is successful, and the data from the form submission is being received correctly.

Input dummy details such as first name, last name, email, and phone number. Submit the form and check for a successful submission message. Verify that the response appears in your Pabbly Connect workflow.

If the response is captured successfully, you can proceed to the next step of notifying your team on Microsoft Teams.

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5. Notifying Your Team on Microsoft Teams

Now that you have successfully set up Paperform as the trigger, it’s time to set Microsoft Teams as the action application in Pabbly Connect. Choose Microsoft Teams and select the action event ‘Send Message in a Channel’. This allows you to send notifications to your team whenever a new form submission is made.

Click on ‘Connect’ and if prompted, log into your Microsoft Teams account. Grant the necessary permissions to allow Pabbly Connect to send messages. After connecting, select the team and channel where you want to send the notifications.

Draft a message format to include details from the form submission. Use mapping to dynamically insert the first name, last name, email, and phone number into the message. Click ‘Save and Send Test Request’ to finalize the setup.

After saving, check your Microsoft Teams channel to confirm that the message has been sent successfully. This completes the automation process using Pabbly Connect to notify your team of new Paperform submissions.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate notifications on Microsoft Teams for new submissions from Paperform. This integration streamlines communication and ensures your team is informed promptly about potential leads.

Learn how to automate the creation of subscribers for LinkedIn Legion Ads leads using Pabbly Connect. Step-by-step guide with detailed instructions. 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 Automation

To automate the creation of subscribers for LinkedIn Legion Ads leads, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. Once on the landing page, you’ll see options to sign in or sign up.

If you are a new user, click on ‘Sign Up for Free’ to get 100 tasks free monthly. Existing users can simply sign in. After logging in, you will be directed to the Pabbly Connect dashboard where you can manage your workflows.

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2. Creating a New Workflow in Pabbly Connect

Once in the Pabbly Connect dashboard, the next step is to create a new workflow. Click on ‘Create Workflow’ and name it something descriptive, like ‘Create Subscriber for LinkedIn Legion Ads Leads’. Select the folder where you want to save this workflow and click ‘Create’. using Pabbly Connect

• Click on ‘Create Workflow’
• Name your workflow
• Select the appropriate folder
• Click ‘Create’

After creating the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the automation, and in this case, it will be LinkedIn Legion Ads leads.

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3. Setting Up the Trigger with LinkedIn Legion Ads

In the trigger application box, select ‘LinkedIn Lead Gen Forms’ and then choose the trigger event as ‘New Lead Form Response’. Click on ‘Connect’ to set up the connection. If you don’t have an existing connection, click on ‘Add New Connection’ and authorize Pabbly Connect to access your LinkedIn account. using Pabbly Connect

After connecting, select the LinkedIn account and the specific lead form you will be using. This form will be monitored for new leads, and once a lead is generated, it will trigger the workflow.

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4. Configuring the Action to Create Subscribers in Kit

Now, move to the action application and select ‘Kit’ as the action app. Choose the action event as ‘Tag Subscriber’. Similar to the trigger setup, click on ‘Connect’ and enter your API key and API secret from your Kit account to establish the connection. using Pabbly Connect

• Select ‘Kit’ as the action application
• Choose ‘Tag Subscriber’ as the action event
• Connect using your API key and secret

After successfully connecting to Kit, you will need to fill in the required fields such as tag ID, email, and first name. Use the mapping feature to dynamically pull in data from the LinkedIn lead form responses.

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5. Testing and Verifying the Integration

After configuring both the trigger and action, it’s time to test the integration. Submit a test lead through your LinkedIn form. Go back to Pabbly Connect and click on ‘Save and Send Test Request’ to check if the data flows correctly from LinkedIn to Kit.

Upon successful submission, check your Kit account to confirm that the subscriber has been created. You should see the new subscriber with the details entered in the LinkedIn form, confirming that the integration via Pabbly Connect is working 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 summary, this tutorial showcased how to automate the creation of subscribers in Kit from LinkedIn Legion Ads leads using Pabbly Connect. By following the steps outlined, you can efficiently manage your leads and enhance your marketing efforts.

Learn how to automate adding IndiaMART leads to Salesforce for your firecrackers business using Pabbly Connect. Follow this step-by-step guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads into Salesforce, you first need to access Pabbly Connect. This platform allows you to automate the transfer of data between applications seamlessly. Begin by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get 100 tasks every month.

Once logged in, you will see the dashboard where all your applications are listed. Click on the ‘Access Now’ button for Pabbly Connect. This action takes you to the Pabbly Connect dashboard where you can create a new workflow to facilitate the integration of IndiaMART leads into Salesforce.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow specifically for adding IndiaMART leads to Salesforce. Start by clicking on the ‘Create Workflow’ button located at the top right corner of the Pabbly Connect dashboard. A dialog box will appear, prompting you to name your workflow. using Pabbly Connect

• Name the workflow: ‘Add IndiaMART Leads to Salesforce for Firecrackers Business’.
• Select a folder for organization, such as ‘Lead Management’.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two windows labeled ‘Trigger’ and ‘Action’. The trigger is essential as it defines when the automation will start, while the action specifies what will happen once the trigger is activated. In this case, we will set IndiaMART as the trigger application.

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3. Setting Up the Trigger for IndiaMART Leads

Now, we will configure the trigger in Pabbly Connect to capture new leads from IndiaMART. Select IndiaMART as the trigger application and choose the trigger event as ‘New Lead’. This setup ensures that every time a new lead is generated, Pabbly Connect captures the details automatically.

Upon selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to establish a connection between IndiaMART and Pabbly Connect. Next, log in to your IndiaMART account and navigate to the ‘Lead Manager’ section.

• Go to ‘Import/Export Leads’ in the Lead Manager.
• Click on the ‘Push API’ button.
• Select ‘Other’ as the source and enter ‘Pabbly Connect’ as the platform name.
• Paste the copied webhook URL and save the details.

After saving, you will see a confirmation that the webhook has been successfully added to your IndiaMART account. This connection allows Pabbly Connect to receive lead data whenever a new inquiry is generated.

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4. Testing the Integration with Pabbly Connect

With the webhook set up, it is time to test whether the integration is functioning correctly. To do this, generate a test lead in your IndiaMART account. This lead simulates the process of a potential customer expressing interest in your firecrackers business. using Pabbly Connect

After creating the test lead, return to your Pabbly Connect workflow. You should see a notification indicating that Pabbly Connect is waiting for a webhook response. If the integration is successful, Pabbly Connect will capture the lead’s details, such as name, email, phone number, and inquiry message.

Once the test lead is generated, check the response captured in Pabbly Connect. You should see all relevant details, confirming that the integration is working as intended. This step is crucial to ensure that every new lead from IndiaMART is accurately captured and ready for the next step.

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5. Adding Leads to Salesforce Using Pabbly Connect

Now that we have confirmed that Pabbly Connect is capturing leads from IndiaMART, we will set up the action to add these leads to Salesforce. In the action application, select Salesforce and choose the action event ‘Create Lead’. This step will ensure that every new lead from IndiaMART is automatically created in your Salesforce account. using Pabbly Connect

Click on the ‘Connect’ button to establish a connection with Salesforce. Authorize Pabbly Connect to access your Salesforce account. Once authorized, you will need to map the lead details from the previous step into the corresponding fields in Salesforce.

Map the lead’s first name and last name from the captured data. Fill in the company name, phone number, and email address. Set the lead source as ‘IndiaMART Leads’ and status as ‘Open’.

After filling in all required fields, click the ‘Save and Send Test Request’ button. If successful, you will receive a confirmation that a new lead has been created in Salesforce, completing the integration process. This automation ensures that your sales team can efficiently manage new inquiries without manual data entry.

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Conclusion

In this tutorial, we explored how to integrate IndiaMART leads into Salesforce using Pabbly Connect. By automating this process, you can save time and ensure that every lead is captured accurately. Now, your sales team can focus on converting these leads into customers with ease.

Learn how to integrate Cognito Forms with Pabbly Email Marketing using Pabbly Email Marketing for seamless subscriber management. Step-by-step guide included. Discover proven email marketing strategies that increase open rates and click-throughs while maintaining deliverability and list health.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Email Marketing for Integration

To create a subscriber in Pabbly Email Marketing upon a Cognito Forms submission, start by accessing Pabbly Email Marketing. Navigate to the Pabbly website and sign in to your account.

If you are a new user, you can sign up for a free account to explore the features. Once logged in, locate the Pabbly Connect application to begin the integration process.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. Here, you will be prompted to name your workflow. For this integration, name it ‘Create Pabbly Email Marketing Subscriber on Cognito Forms Submission’. using Pabbly Connect

• Select the folder to save your workflow.
• Click on ‘Create’ to open the workflow window.

In this window, you will set up the trigger and action for the workflow. The trigger will be a new submission from Cognito Forms, and the action will be to add a subscriber in Pabbly Email Marketing.

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3. Setting Up Cognito Forms Trigger

Select Cognito Forms as your trigger application. Then, choose the trigger event as ‘New Entry’. This event will initiate the workflow each time a new form submission is received. using Pabbly Connect

Next, you will be given a webhook URL. Copy this URL and log into your Cognito Forms account. Go to the form you want to connect and enable the option to ‘Post JSON data to a website’.

• Paste the copied webhook URL in the ‘Submit Entry Endpoint’ field.
• Save the changes to your form settings.

Now, you can publish the form. This setup allows Pabbly Connect to receive data from new submissions in your Cognito Forms.

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4. Configuring Pabbly Email Marketing Action

With the trigger set, navigate back to your Pabbly Connect workflow and select Pabbly Email Marketing as your action application. Choose the action event as ‘Add Subscriber’.

You will need to connect your Pabbly Email Marketing account by adding a new connection. For this, you will require a Bearer token from your Pabbly Email Marketing account. Go to the ‘Integrate’ section and click on ‘Developer API’ to generate this token.

Copy the Bearer token and paste it into the connection setup in Pabbly Connect. Select the list where the subscriber will be added.

Map the fields from the Cognito Forms submission to the corresponding fields in Pabbly Email Marketing, such as email and name. This ensures that each new entry creates a new subscriber with the correct details.

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5. Testing the Integration Workflow

To test your integration, submit a test entry through your Cognito Forms. Fill in the required fields and submit the form. This action will trigger the workflow in Pabbly Connect. using Pabbly Connect

Check your Pabbly Email Marketing account to confirm that the new subscriber has been added successfully. You should see the details of the test submission reflected in your subscriber list.

Verify that the subscriber’s email and name match what you entered in the Cognito Forms. Repeat the test with different details to ensure the workflow functions correctly.

Once confirmed, your integration is complete, and you can now automatically add subscribers to Pabbly Email Marketing from Cognito Forms submissions.

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Conclusion

Integrating Cognito Forms with Pabbly Email Marketing using Pabbly Connect streamlines subscriber management. This process allows automatic addition of subscribers, enhancing your email marketing efforts efficiently.

Learn how to seamlessly integrate Trigger with P Connect Now to automate LinkedIn lead generation and manage data in Google Sheets. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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Setting Up Trigger Integration with P Connect Now

To start the integration process, we will use P Connect Now to connect LinkedIn lead gen ads with our workflow. First, open your web browser and search for P Connect Now. You will see options to sign in or sign up. If you don’t have an account, click on ‘Sign Up for Free’ to create one. This process takes only a couple of minutes and provides you with 100 free tasks every month.

Once logged in, you will be directed to the P Connect Now dashboard. Here, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter a name that reflects your objective, such as ‘LinkedIn Lead Gen Ads to Google Sheets Integration’. After naming, click on ‘Create’ to proceed to the workflow setup.

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Configuring the Trigger Event in P Connect Now

In this section, we will configure the trigger event that will initiate the workflow. The trigger application will be LinkedIn lead gen forms. In the workflow setup, find the trigger section and search for LinkedIn lead gen forms. Select it as your trigger application.

Next, you will need to set the trigger event. Click on the dropdown and select ‘New Lead Form Response’ as your event. This event will activate the workflow every time a new lead is generated. Now, connect your LinkedIn account to P Connect Now by clicking on ‘Connect’ and allowing the necessary permissions.

• Select the LinkedIn account that contains your lead gen forms.
• Choose the specific lead form you want to use for generating leads.
• Click on ‘Apply’ to save your settings.

After setting up the trigger, you will receive a confirmation response indicating that the connection is successful. This means your LinkedIn lead gen forms are now integrated with P Connect Now.

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Creating a Subscriber in Clavio

Now that we have our trigger set up, the next step is to create a subscriber in Clavio using the lead details captured from LinkedIn. In the action section of the workflow, search for Clavio and select it as your action application.

Choose the action event ‘Create Profile’ to create a new subscriber. Connect your Clavio account to P Connect Now by clicking on ‘Connect’ and granting the necessary permissions. Once connected, you will map the lead details received from LinkedIn to the fields in Clavio.

• Map the email address of the lead from LinkedIn to the corresponding field in Clavio.
• Map the phone number, first name, and last name accordingly.
• Click ‘Save and Continue’ to proceed.

After successfully creating the subscriber, you can check Clavio to confirm that the new profile has been added with the correct details. This integration allows you to manage your leads effectively using P Connect Now.

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Adding Lead Details to Google Sheets

The final step in our integration process is to add the lead details to Google Sheets. In the action section of your workflow, search for Google Sheets and select it as your action application.

Choose the action event ‘Add New Row’ to insert lead details into your spreadsheet. Connect Google Sheets to P Connect Now by clicking ‘Connect’ and allowing access to your account. Next, you will select the specific spreadsheet where you want to store the lead details.

Map the first name and last name from the LinkedIn lead response. Map the email address, phone number, and company name accordingly. Click ‘Save and Continue’ to finalize the action.

After completing this step, you will see a confirmation response indicating that the lead details have been successfully added to your Google Sheets. This ensures that all your lead data is organized and easily accessible through P Connect Now.

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Conclusion

In this tutorial, we explored how to integrate Trigger with P Connect Now to automate lead generation from LinkedIn. By setting up triggers and actions, we effectively created subscribers in Clavio and logged lead details in Google Sheets. This streamlined process enhances data management and improves outreach efforts.

Learn how to use Pabbly Connect to automate the integration between Google Ads and Keep for seamless lead management. Step-by-step tutorial included. 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 start using Pabbly Connect, you need to access the platform through your browser. Simply type in Pabbly.com/connect and you will reach the Pabbly Connect landing page.

Once on the landing page, sign in to your existing account or create a new one. New users can click on ‘Sign up for free’ to get started with 100 free tasks monthly. After signing in, navigate to the Pabbly Connect dashboard where you can manage all your workflows.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Create Update Keep Contact for Google Ads Leads’.

• Name your workflow appropriately.
• Select an existing folder or create a new one.
• Click on ‘Create’ to finalize your workflow setup.

Once the workflow is created, you will see two boxes: one for the trigger and another for the action. The trigger represents the event that will start the automation, while the action specifies what happens when that trigger occurs.

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3. Setting Up the Trigger with Google Ads

For this automation, the trigger application will be Google Ads. In Pabbly Connect, select Google Ads as your trigger application and choose the event ‘New Lead Form Entry’.

To establish the connection, you will receive a webhook URL from Pabbly Connect. This URL acts as a bridge between Google Ads and Pabbly Connect. Copy this URL and navigate to your Google Ads account.

• Go to your test form in Google Ads.
• Paste the webhook URL into the lead delivery option.
• Send test data to check the connection.

After sending the test data, return to Pabbly Connect and verify that the test response has been received successfully. This confirms that the connection between Google Ads and Pabbly Connect is operational.

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4. Setting Up the Action Step to Create Contacts in Keep

Now that the trigger is set up, it is time to configure the action. In Pabbly Connect, select Keep as the action application and choose ‘Create or Update Contact’ as the action event.

Click on ‘Connect’ to establish the link between Pabbly Connect and Keep. If you have an existing connection, you can choose to save it; otherwise, create a new connection. Grant the necessary permissions to allow Pabbly Connect to access your Keep account.

Map the fields from Google Ads response to Keep. Ensure that all required fields are filled correctly. Click on ‘Save and Send Test Request’ to finalize the setup.

Once the test request is sent, check your Keep account to confirm that the contact has been created successfully based on the data received from Google Ads.

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5. Summary of Integration Using Pabbly Connect

In summary, we used Pabbly Connect to integrate Google Ads with Keep. The process started with creating a workflow and setting up Google Ads as the trigger application.

After successfully connecting the webhook URL, we configured Keep as the action application to create contacts automatically. This integration streamlines the lead management process, ensuring that every lead captured through Google Ads is promptly added to Keep.

With Pabbly Connect, you can automate many processes like this, enhancing efficiency and saving time for your business operations.

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 allows you to seamlessly integrate applications such as Google Ads and Keep for efficient lead management. This automation not only saves time but also ensures that no leads are missed, enhancing your marketing efforts.

Learn how to integrate Cashfree with Microsoft Teams using Pabbly Connect to automate payment notifications effectively. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Cashfree with Microsoft Teams, the first step is to access Pabbly Connect. Open your web browser and type in the URL Pabbly.com/connect. This will direct you to the Pabbly Connect homepage.

Once on the homepage, you will see options to sign in or sign up. If you’re a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply log in by clicking ‘Sign in’. After logging in, you will be taken to the dashboard where you can create 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 for the integration. Click on the blue button labeled ‘Create Workflow’ on your dashboard. A dialog box will appear asking for a name for your workflow.

• Name the workflow something descriptive, like ‘Notify Team on Microsoft Teams for Cashfree Payment’.
• Select an appropriate folder for better organization.
• Click on ‘Create’ to finalize the workflow setup.

Now, you will see a blank workflow screen with two main components: Trigger and Action. The trigger will be set to Cashfree, and the action will be set to Microsoft Teams. This setup allows you to automate notifications to your finance team whenever a successful payment is received.

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3. Setting Up the Trigger with Cashfree

In this section, you will configure the trigger in Pabbly Connect. Select Cashfree as your trigger application and choose the event that will initiate the workflow. For this integration, select ‘Payment by Form’ as the trigger event.

Once you have selected the trigger event, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge to transfer data from Cashfree to Pabbly Connect. Copy this webhook URL and head over to your Cashfree account.

• Navigate to the Developer section in Cashfree.
• Select the Webhook option and click on ‘Add Webhook Endpoint’.
• Paste the copied webhook URL and click on ‘Test and Add’.

After adding the webhook, you will see a confirmation that the webhook has been successfully added. Go back to Pabbly Connect to confirm that the test response has been captured correctly, indicating that the connection is working.

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4. Configuring the Action to Notify Microsoft Teams

Now, it’s time to set up the action in Pabbly Connect to notify your finance team on Microsoft Teams. Select Microsoft Teams as the action application and choose ‘Send Message in a Channel’ as the action event.

Click on ‘Connect’ to establish the connection with Microsoft Teams. If you already have an existing connection, you can select it; otherwise, create a new connection. Make sure you are logged into your Microsoft Teams account to allow Pabbly Connect to access your data securely.

Select the specific team (Finance Team) where you want to send the message. Choose the channel within the team for the notification. Compose the message using the details captured from the Cashfree payment response.

Make sure to format the message in HTML to ensure it displays correctly in Microsoft Teams. You can map dynamic data from Cashfree, such as customer name, amount, and order ID, into the message.

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5. Testing the Integration Workflow

After completing the setup, it’s crucial to test the integration workflow in Pabbly Connect. Go back to your Cashfree account and initiate a test payment using one of your payment forms. This will simulate a real payment and allow you to see if the notification is sent correctly.

Once the payment is successfully processed, check your Microsoft Teams channel. You should see a message that contains all the details of the transaction, confirming that the integration is working as intended. This automated process saves time and ensures that your team is promptly informed about new payments.

By using Pabbly Connect, you have successfully set up an automated workflow that connects Cashfree with Microsoft Teams, enhancing communication and efficiency in your finance operations.

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Conclusion

In conclusion, integrating Cashfree with Microsoft Teams using Pabbly Connect allows for seamless payment notifications. This automation enhances team communication and improves operational efficiency in managing payments.

Learn how to automate creating Brevo contacts from Google Forms submissions 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 create a Brevo contact on Google Forms submission, the first step is to access Pabbly Connect. This platform allows seamless integration between various applications without coding. Start by visiting the Pabbly Connect homepage, where you can either sign in or create a free account.

Once you have logged into Pabbly Connect, you can create a new workflow. Click on the ‘Create Workflow’ button, name your workflow (for example, ‘Create Brevo Contact on Google Form Submission’), and select the appropriate folder for organization. This sets the stage for connecting Google Forms with Brevo through Pabbly Connect.

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2. Setting Up Google Forms as the Trigger

Next, you need to set up Google Forms as the trigger application within Pabbly Connect. This means that the workflow will begin whenever a new response is received in your Google Form. Select Google Forms as your trigger application and then choose the trigger event ‘New Response Received’.

• Select Google Forms as the trigger application.
• Choose the trigger event: New Response Received.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Google Form and navigate to the ‘Responses’ section. Click on ‘View in Sheets’ to link your form responses to a Google Sheet. This allows Pabbly Connect to capture the responses effectively.

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3. Connecting Google Sheets to Pabbly Connect

After setting up Google Forms, the next step is to connect Google Sheets with Pabbly Connect. This connection will ensure that every response submitted through Google Forms is recorded in Google Sheets, which Pabbly Connect will then use to create contacts in Brevo.

To do this, you must install the Pabbly Connect Webhooks add-on in Google Sheets. After installation, go to the Extensions menu, select Pabbly Connect Webhooks, and configure the initial setup. Paste the webhook URL you copied earlier and set the trigger column to the last column of your data.

• Install Pabbly Connect Webhooks add-on.
• Paste the webhook URL in the initial setup.
• Set the trigger column to the last data column.

Once this setup is complete, submit a test response in your Google Form. This action will record the details in Google Sheets and send the data to Pabbly Connect.

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4. Creating a Brevo Contact Using Pabbly Connect

With the data captured in Google Sheets, it is time to create a Brevo contact using Pabbly Connect. In your workflow, select Brevo as the action application and choose the action event ‘Create or Update a Contact’. This will allow you to add new leads directly from your Google Form submissions.

For this step, you need to connect your Brevo account to Pabbly Connect by entering your domain and API key. After establishing the connection, map the fields from the Google Sheets response to the corresponding fields in Brevo, such as email, name, and inquiry type.

Select Brevo as the action application. Choose the action event: Create or Update a Contact. Map the fields from Google Sheets to Brevo.

After mapping the fields, run a test to ensure that the contact is successfully created in Brevo with the details from the Google Form submission. This completes the integration process using Pabbly Connect.

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5. Testing the Integration for Success

To confirm that everything is working correctly, it’s essential to test the entire integration process. Submit another response through your Google Form and check if the details are accurately recorded in Google Sheets and that a new contact is created in Brevo.

Once you submit the form, navigate back to Google Sheets to verify that the new entry appears. Then, check your Brevo account to ensure that the new contact has been added successfully. This testing phase is crucial to ensure that your workflow operates seamlessly with Pabbly Connect.

By following these steps, you can efficiently automate the process of adding new leads to your Brevo account using Google Forms submissions, enhancing your lead management strategy.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of Brevo contacts from Google Forms submissions using Pabbly Connect. This integration streamlines lead management and ensures that your marketing efforts are efficient and effective.