Author: Rajpal Tomar

Learn how to send automated WhatsApp reminders from Google Calendar using Pabbly Connect in this step-by-step tutorial. Optimize your scheduling and improve client engagement! 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. Access Pabbly Connect for Integration

To send automated WhatsApp reminders from Google Calendar, you need to access Pabbly Connect. Begin by visiting the Pabbly website and logging into your account. If you are a new user, you can sign up for a free account, which offers 100 tasks monthly to explore the application.

Once logged in, navigate to the dashboard and click on the Pabbly Connect option. This will allow you to create a new workflow that integrates Google Calendar with WhatsApp for sending automated reminders.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the Create Workflow button. Name your workflow something descriptive, such as ‘Send Automated WhatsApp Reminders from Google Calendar using AiSensy’. Select a folder to save your workflow for easy access later.

Next, you will be directed to the workflow window where you can set up triggers and actions. The trigger is the event that starts your workflow, while the actions are the responses that follow. In this case, your trigger application will be Google Calendar.

• Click on the trigger application and select Google Calendar.
• Choose the trigger event as ‘New Event Created’.
• Connect your Google Calendar account by selecting the Sign in with Google option.

After successful connection, select the specific calendar you want to monitor for new events. This setup will allow Pabbly Connect to trigger the workflow whenever a new event is added to your chosen calendar.

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3. Setting Up Google Contacts in Pabbly Connect

Once the trigger is set up, it’s time to configure the action step using Google Contacts. This step is essential for retrieving the contact details of the lead who scheduled the appointment. Select Google Contacts as your action application in Pabbly Connect.

For the action event, choose Search Contact. This will allow you to pull the contact information based on the email or phone number provided during the event scheduling. You will need to connect your Google Contacts account similarly as you did with Google Calendar.

• Map the email address of the lead from the Google Calendar trigger response.
• Click on Save and Send Test Request to retrieve the contact details.
• Ensure you receive the correct phone number to send the WhatsApp message.

This integration step ensures that you have the necessary information to send personalized WhatsApp reminders through Pabbly Connect.

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4. Adding Delay and Sending WhatsApp Messages

The next step involves adding a delay before sending the WhatsApp reminders. This is crucial because you want to remind the lead a day before their scheduled appointment. In Pabbly Connect, select the Add Time Delay action application.

Set the delay to occur one day before the event by entering the appropriate date in the required format, which must be in UTC. After setting the delay, proceed to add another action step to send the WhatsApp message using AiSensy.

Select AiSensy as the action application. Choose Send Template Message as the action event. Map the mobile number and name of the lead to personalize the message.

This setup ensures that the lead receives a timely reminder via WhatsApp, enhancing client engagement and reducing no-show rates.

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5. Conclusion: Automate Your Reminders with Pabbly Connect

In conclusion, using Pabbly Connect to send automated WhatsApp reminders from Google Calendar can significantly streamline your workflow. By following the steps outlined, you can ensure that your clients receive timely reminders, improving communication and reducing missed appointments.

This integration not only saves time but also enhances client relationships by providing personalized communication. With Pabbly Connect, you can automate various tasks and improve your business efficiency.

Learn how to set up notifications on Google Chat for Cognito Forms submissions using Pabbly Connect. Step-by-step guide to streamline your workflow. 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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Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting its landing page. Here, you can either sign in if you are an existing user or sign up for free to explore the features. Signing up gives you access to 100 tasks free every month, which is perfect for testing.

Once signed in, navigate to your dashboard and look for the option to create a workflow. Click on the button labeled ‘Create Workflow’ to initiate the process. You will be prompted to name your workflow; enter a descriptive name like ‘Notify Team on Google Chat on Cognito Forms Submission’ and select the folder where you want to save it.

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Setting Up the Trigger in Pabbly Connect

After creating the workflow in Pabbly Connect, the next step is to set up the trigger. For this integration, select ‘Cognito Forms’ as your trigger application. This means that the workflow will start when a new entry is submitted in your Cognito Forms.

Choose the trigger event as ‘New Entry’. Once selected, Pabbly Connect will provide you with a webhook URL. You need to copy this URL and configure it in your Cognito Forms settings. Follow these steps:

• Log into your Cognito Forms account.
• Open the specific form you want to connect.
• Enable the ‘Post JSON data to a website’ option and paste the copied webhook URL.

After saving these settings, your Cognito Forms will now trigger the workflow in Pabbly Connect whenever a new submission is made.

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Testing the Connection Between Cognito Forms and Pabbly Connect

With the webhook URL set up in Cognito Forms, you need to test the connection. Make a test submission to your form to ensure that Pabbly Connect captures the response correctly. After submitting the test data, return to your workflow dashboard in Pabbly Connect.

Check if the response from your test submission has been captured. You should see the details you entered, including the name, email, event type, and other relevant information. This confirms that the integration is functioning as intended.

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Setting Up Google Chat Action in Pabbly Connect

After confirming that the trigger works, the next step is to set up the action. In this case, you will select ‘Google Chat’ as the action application. This allows you to send notifications to your team on Google Chat whenever a new form submission occurs.

Choose the action event as ‘Create Message’. You will need to connect your Google Chat account by providing the webhook URL from your Google Chat space. To obtain this URL, follow these steps:

• Open Google Chat in your web browser.
• Navigate to the specific chat room where you want to send messages.
• Add a new webhook and copy the generated URL.

Paste the webhook URL back into Pabbly Connect and customize your message. For example, include details like ‘New event inquiry received’ along with the mapped data from your Cognito Forms submission.

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Finalizing the Integration and Sending Notifications

Once you have mapped all necessary fields from the Cognito Forms submission into your Google Chat message, click on ‘Save and Send Test Request’ in Pabbly Connect. This will send a test message to your Google Chat space to confirm everything is working correctly.

Check your Google Chat to see if the message has been received. You should see the details of your test submission, confirming that the integration is functioning properly. This setup allows your team to receive real-time notifications about new inquiries, enhancing responsiveness and efficiency.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to notify your team on Google Chat about new submissions from Cognito Forms. This integration streamlines communication and improves response times, ultimately enhancing client satisfaction. By following the step-by-step process, you can set up this automation easily.

Learn how to integrate Indiamart leads with Salesforce using Pabbly Connect in this step-by-step tutorial. Streamline your lead management process effectively! 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 start integrating Indiamart leads into Salesforce, first access Pabbly Connect. Open your browser and go to Pabbly.com/connect. You will find options to sign in or sign up for free.

If you are a new user, click on ‘Sign up for free’ to create an account. Existing users can simply sign in. After signing in, click on ‘Access Now’ to open your dashboard, where you can create a new workflow.

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2. Creating a Workflow in Pabbly Connect

Once in your dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. Name your workflow something descriptive, like ‘Indiamart Leads to Salesforce Integration’. using Pabbly Connect

• Select an existing folder or create a new one for better organization.
• Click on ‘Create’ to proceed to the workflow window.

In the workflow window, you will define the trigger and action. The trigger is the event that starts the workflow, and the action is what happens as a result. In this case, the trigger is a new lead captured from Indiamart.

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3. Setting Up the Trigger for Indiamart

In the workflow setup, select ‘Indiamart’ as your trigger application. Next, choose the trigger event, which is ‘New Lead’. This will initiate the workflow whenever a new lead is created in your Indiamart account.

After selecting the trigger event, you will receive a webhook URL. Copy this URL as you will need it to connect your Indiamart account with Pabbly Connect.

• Log into your Indiamart account and navigate to the Lead Manager section.
• Go to ‘Import/Export Leads’ and select ‘Push API’.
• Paste the copied webhook URL into the designated field.

After entering the necessary details, save the configuration. This links your Indiamart account with Pabbly Connect, allowing lead data to flow into your Salesforce account.

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4. Configuring the Action in Pabbly Connect

Next, set up the action step in your workflow. Choose ‘Salesforce’ as the action application and select the action event as ‘Create Lead’. This ensures that each new lead from Indiamart is added to your Salesforce account.

To connect your Salesforce account, click on ‘Connect’ and either select an existing connection or create a new one. If creating a new connection, you will need to authorize Pabbly Connect to access your Salesforce data.

Allow all permissions requested by Pabbly Connect. Map the lead details from Indiamart to the corresponding fields in Salesforce.

Mapping ensures that the data from Indiamart is correctly placed in Salesforce, allowing for accurate lead tracking and management.

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5. Testing and Finalizing the Integration

After setting up the action, it’s time to test the integration. Create a dummy lead in your Indiamart account to verify that the data flows into Salesforce correctly. Once the lead is created, check your Pabbly Connect workflow for a webhook response.

If successful, you will see the lead details captured in Pabbly Connect. Now, go to your Salesforce account and check the leads section to confirm that the new lead has been added successfully.

Ensure all lead details are accurate in Salesforce. Repeat the test if necessary to ensure reliability.

This integration allows your sales team to follow up on leads quickly and efficiently, enhancing customer satisfaction and improving sales conversions with the help of Pabbly Connect.

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Conclusion

In this tutorial, we explored how to integrate Indiamart leads into Salesforce using Pabbly Connect. This step-by-step process automates lead management, ensuring your sales team can act promptly on inquiries, ultimately boosting your business efficiency and customer satisfaction.

Learn how to automate Salesforce lead creation from Google Form submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating your Salesforce lead creation from Google Form submissions, first access Pabbly Connect by visiting its website. Once there, sign in to your existing account or create a new one to get started with 100 free tasks monthly.

After logging in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Enter a name for your workflow, such as ‘Create Salesforce Lead on Google Form Submission’, and select a folder to save it. Once completed, click on the ‘Create’ button to proceed.

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2. Setting Up Google Forms as the Trigger in Pabbly Connect

In this section, you will set Google Forms as the trigger application in Pabbly Connect. Click on the trigger box and choose Google Forms as your trigger application. Then, select the trigger event as ‘New Response Received’. This sets up the automation to trigger whenever a new submission is made.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the provided webhook URL to connect Google Forms with Pabbly Connect.

Next, navigate to your Google Form and disable the required option for the last field. Then, go to the Responses tab and click on ‘View in Sheets’ to create a Google Sheets document linked to the form. This ensures that all form submissions are recorded in the sheet.

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3. Connecting Google Sheets to Pabbly Connect

Now, you will establish a connection between Google Sheets and Pabbly Connect. Open Google Sheets and go to Extensions, then click on Add-ons and select ‘Get Add-ons’. Search for the Pabbly Connect Webhooks add-on and install it if you haven’t already.

• Open Extensions in Google Sheets.
• Select Add-ons and find Pabbly Connect Webhooks.
• Paste the copied webhook URL into the setup window.

In the setup window, enter the trigger column, which is the final data entry column (e.g., column F). Click on the submit button to save the setup. This connection will ensure that whenever a new response is added in Google Sheets, it is sent to Pabbly Connect.

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4. Creating a Salesforce Lead Action in Pabbly Connect

After successfully connecting Google Sheets, you will now set Salesforce as the action application in Pabbly Connect. Click on the action box and select Salesforce, then choose ‘Create Lead’ as the action event. Click on ‘Connect’ to establish a connection with Salesforce.

If you have an existing Salesforce connection, you can select it; otherwise, click on ‘Add New Connection’. Log in to your Salesforce account and grant the necessary permissions for Pabbly Connect to access your data. Once connected, you will map the fields from Google Forms to Salesforce.

Map the first name and last name fields from the Google Forms response. Fill in the company name, title, phone number, and email address fields. Select the lead source and status as required by Salesforce.

After mapping all necessary fields, click on the ‘Save and Send Test Request’ button. This action will create a new lead in Salesforce based on the details submitted through the Google Form.

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5. Testing the Integration Between Google Forms and Salesforce

To ensure everything is working correctly, test the integration by submitting a new response in your Google Form. Fill out the form with dummy data and submit it. This should trigger the automation set up in Pabbly Connect.

After submission, check your Salesforce account to verify that the new lead has been created. You should see the details filled in the corresponding fields, confirming that the integration is successful. This process automates lead creation seamlessly, saving you time and effort.

To summarize, the integration process involves connecting Google Forms to Pabbly Connect, then linking Google Sheets, and finally creating leads in Salesforce. Each step ensures that data flows smoothly from one application to another, enhancing your workflow efficiency.

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Conclusion

In this tutorial, we explored how to automate Salesforce lead creation from Google Form submissions using Pabbly Connect. By following the detailed steps, you can streamline your lead management process effectively.

Learn how to integrate IndiaMART leads with Salesforce for your home textile business using Pabbly Connect. Follow this detailed step-by-step guide. 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. Introduction to Pabbly Connect for IndiaMART and Salesforce Integration

Pabbly Connect serves as a powerful automation tool to integrate IndiaMART leads with Salesforce seamlessly. By using Pabbly Connect, you can effortlessly add inquiries from IndiaMART into your Salesforce account, ensuring efficient lead management. This integration is crucial for businesses in the home textile and furnishing sector.

With Pabbly Connect, you can automate the process of capturing leads from IndiaMART without any coding skills. This allows you to focus on your business while ensuring that all inquiries are systematically logged into your CRM.

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2. Setting Up Pabbly Connect for IndiaMART

To start using Pabbly Connect, first, navigate to the Pabbly Connect website in your browser. If you do not have an account, click on the ‘Sign Up for Free’ button to create one. After signing up, log in to access the dashboard.

• Access the Pabbly Connect dashboard.
• Click on the ‘Create Workflow’ button to initiate a new workflow.
• Name your workflow as ‘Add IndiaMART Leads to Salesforce’.

After naming your workflow, select the appropriate folder to save it. This organization helps you manage multiple workflows effectively within Pabbly Connect.

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3. Setting Up the Trigger for IndiaMART Leads

In your Pabbly Connect workflow, the first step is to set up the trigger application, which in this case is IndiaMART. Search for IndiaMART in the trigger application section and select it.

Next, choose the trigger event as ‘New Leads’. This event will initiate the workflow whenever a new lead is generated through IndiaMART. You will need to copy the webhook URL provided by Pabbly Connect to facilitate the connection.

• Navigate to your IndiaMART account and go to the Lead Manager.
• Click on the hamburger icon and select ‘Import / Export Leads’.
• Choose ‘Push API’ to create a new integration.

Once you have set up the trigger, paste the copied webhook URL into the corresponding field in your IndiaMART integration settings. This connection will allow IndiaMART to send lead data to Pabbly Connect automatically.

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4. Setting Up the Action to Create Leads in Salesforce

After configuring the trigger, the next step in Pabbly Connect is to set up the action, which will be Salesforce in this scenario. Search for Salesforce in the action application section and select it.

Choose the action event as ‘Create Lead’. This action will add the lead details received from IndiaMART into your Salesforce account. Click on ‘Connect’, then select ‘Add New Connection’ to link your Salesforce account with Pabbly Connect.

Authorize Pabbly Connect to access your Salesforce account. Map the fields from the IndiaMART lead to the corresponding fields in Salesforce. Ensure all required fields are filled in the mapping process.

Once the mapping is complete, every new inquiry from IndiaMART will automatically create a corresponding lead in Salesforce, streamlining your lead management process.

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5. Testing the Integration and Confirming Leads in Salesforce

After setting up both the trigger and action in Pabbly Connect, it’s essential to test the integration. To do this, generate a test lead in your IndiaMART account. This will allow you to see if the data flows correctly into Salesforce.

Once you create a test inquiry, return to Pabbly Connect to check if the response indicates success. If successful, navigate to your Salesforce account to confirm that the new lead has been created with the correct details.

Check the leads section in Salesforce for the newly created lead. Verify that all mapped details like name, email, and phone number are correct. If the lead appears correctly, the integration is successful.

By following these steps, you can ensure that every inquiry from IndiaMART is captured in Salesforce, enhancing your lead management through Pabbly Connect.

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Conclusion

Integrating IndiaMART leads with Salesforce using Pabbly Connect is a straightforward process that significantly enhances lead management for your home textile business. With this automation, you can ensure timely follow-ups and organized lead tracking, allowing you to focus on growing your business.

Learn how to automate your LinkedIn leads into Legion using Management Service with this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Introduction to Legion and Management Service Integration

Legion is an effective tool for managing leads, and integrating it with Management Service can streamline your B2B processes. In this tutorial, you will learn how to automate the process of adding leads from LinkedIn Legion forms to your email marketing tool. using Pabbly Connect

The goal is to ensure that every time you receive a new lead through LinkedIn Legion forms, they are automatically added as subscribers in your email marketing service. This integration will save time and enhance your marketing efforts.

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2. Setting Up Your Legion and Management Service Workflow

To begin, you need to create a workflow in your management service. This involves logging into your Pabbly account and navigating to the workflow section. Here, you will create a new workflow that connects Legion with your email marketing tool. using Pabbly Connect

Follow these steps to set up your workflow:

• Log in to your Pabbly account.
• Click on ‘Create Workflow’ in the top right corner.
• Name your workflow, e.g., ‘Create Subscriber in P Email Marketing for LinkedIn Legion Forms.’

After naming your workflow, you can select the folder where you want to save it. This organization helps in managing multiple workflows efficiently.

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3. Connecting LinkedIn Legion Forms to Management Service

In this step, you will set up the trigger for your workflow. The trigger will be the LinkedIn Legion forms, which collect leads directly from LinkedIn ads. To do this, you need to select the trigger application as LinkedIn Legion forms. using Pabbly Connect

Here’s how to connect:

• Choose ‘New Lead Form Response’ as the trigger event.
• Click ‘Connect’ to build a new connection.
• Log in to your LinkedIn account to authorize the connection.

Once connected, select the specific LinkedIn ad account and the lead form you want to use. This setup ensures that every new lead is captured and processed correctly.

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4. Adding New Leads to Your P Email Marketing Tool

Now that you have your trigger set up, the next step is to define the action that occurs when a new lead is captured. The action will be to add this lead as a subscriber in your P email marketing tool. using Pabbly Connect

To set this up, follow these steps:

Select your action application as P email marketing. Choose ‘Add Subscriber’ as the action event. Connect your P email marketing account using the API token found in the integration section.

After connecting, map the lead’s email and name fields to ensure that the correct information is sent to your email marketing tool. This mapping allows for dynamic updates each time a new lead is added.

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5. Testing Your Integration and Final Steps

After setting up the integration, it’s crucial to test it to ensure everything works as expected. Generate a test lead in your LinkedIn Legion forms and check if it appears in your P email marketing tool. using Pabbly Connect

To test the integration, follow these steps:

Submit a test lead using your LinkedIn Legion forms. Check your P email marketing tool to see if the lead was added as a subscriber. Review the response to confirm all details were captured correctly.

Once confirmed, your automation is complete, saving you time and ensuring you can focus on converting leads into customers.

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Conclusion

This tutorial provided a step-by-step guide on integrating Legion with Management Service to automate your B2B lead management. By following these steps, you can efficiently manage new leads from LinkedIn Legion forms and enhance your email marketing efforts.

Learn how to automate the creation of Airtable records from Cognito Forms submissions using Pabbly Connect. Step-by-step guide included. 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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Setting Up Pabbly Connect for Integration

To begin automating the process of creating Airtable records from Cognito Forms submissions, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or signing up for an account. Once logged in, you will reach the dashboard where you can create workflows that connect various applications seamlessly.

On the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located in the top right corner. Give your workflow a name, such as ‘Create Airtable Record on Cognito Forms Submission’, and choose a folder to save it. This organization helps you manage your workflows effectively.

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Configuring the Cognito Forms Trigger

Once your workflow is created, the next step is to set up the trigger. Select Pabbly Connect as your trigger application and then choose ‘Cognito Forms’ as the specific trigger app. This integration allows Pabbly Connect to listen for new submissions in your Cognito Forms.

In the trigger configuration, select ‘New Entry’ as the trigger event. This means that every time a new entry is submitted through your Cognito Forms, Pabbly Connect will capture the data and initiate the workflow. After selecting the event, you will receive a webhook URL that you need to copy.

• Select ‘Cognito Forms’ as your trigger application.
• Choose ‘New Entry’ as the trigger event.
• Copy the generated webhook URL for use in Cognito Forms.

Now, navigate to your Cognito Forms account and select the form you wish to integrate. In the form settings, find the option to post data to a website and enter the webhook URL from Pabbly Connect. This step establishes the connection between Cognito Forms and Pabbly Connect.

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Setting Up Airtable Action in Pabbly Connect

After configuring the trigger, the next step is to set up the action in your Pabbly Connect workflow. Choose Pabbly Connect as your action application and select ‘Airtable’ as the specific action app. This will allow you to create a new record in Airtable whenever a new submission is received from Cognito Forms.

Select ‘Create Record’ as the action event. You will need to connect your Airtable account to Pabbly Connect. Click on ‘Connect with Airtable’ and grant access to your Airtable account. Make sure to select the correct base and table where you want the new records to be created.

• Choose ‘Create Record’ as the action event.
• Connect your Airtable account with Pabbly Connect.
• Select the base and table for new records.

In this step, map the fields from Cognito Forms to the corresponding fields in Airtable. This mapping ensures that the data from the form submissions is accurately transferred and organized in your Airtable database. Once everything is set up, save the action step in Pabbly Connect.

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Testing the Integration

With the trigger and action configured, it’s time to test the integration to ensure everything works smoothly. Go back to your Cognito Forms and submit a test entry. This will send data to the webhook URL configured in Pabbly Connect, triggering the workflow. using Pabbly Connect

After submitting the test entry, return to Pabbly Connect to check if the workflow has successfully captured the data. You should see the details from the test submission reflected in the workflow’s execution history. If successful, the data should also appear in your Airtable as a new record.

Submit a test entry in Cognito Forms. Check Pabbly Connect for captured data. Verify the new record in Airtable.

By following these steps, you can confirm that the integration is functioning correctly. If you encounter any issues, review the mapping and connections in Pabbly Connect to ensure accuracy.

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Conclusion

In this tutorial, we explored how to automate the process of creating Airtable records from Cognito Forms submissions using Pabbly Connect. By following the steps outlined, you can save time and streamline your event planning process. This integration allows for seamless data transfer, ensuring that you never miss a client inquiry.

Learn how to automate HubSpot CRM contact creation from Contact Form 7 submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, first, visit the Pabbly Connect landing page by searching for it in your browser. Once there, you will see options to sign in or sign up for free. If you are a new user, click on sign up for a free account, which provides 100 tasks each month.

If you’re an existing user like me, click on the sign-in option. After signing in, you will be redirected to the dashboard where you can access all Pabbly applications. For this tutorial, we will focus on Pabbly Connect to integrate Contact Form 7 with HubSpot CRM.

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2. Creating a Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. For this integration, I named my workflow ‘Create HubSpot Contact on Contact Form 7 Submission’ and saved it in the automations folder.

• Click on ‘Create’ to start setting up your workflow.
• You will see the workflow window, which is crucial for automation.
• This window allows you to set triggers and actions for your workflow.

In this window, you will first select your trigger application. For this integration, choose Contact Form 7 as your trigger application. This is essential for capturing form submissions that will automatically create a new contact in HubSpot CRM.

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3. Setting Up the Trigger in Pabbly Connect

After selecting Contact Form 7, you need to choose the trigger event. In this case, select ‘New Form Submission’. Upon selection, Pabbly Connect will provide you with a webhook URL and specific steps to connect your Contact Form 7 to this workflow.

• Copy the webhook URL provided by Pabbly Connect.
• Navigate to your WordPress dashboard and ensure the Contact Form 7 plugin is installed and activated.
• Edit the specific form you want to use and check the ‘Send to Webhook’ checkbox, pasting the copied URL there.

After saving these settings, your Contact Form 7 is now connected to Pabbly Connect. This setup allows for seamless data transfer from your contact forms to HubSpot CRM.

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4. Configuring HubSpot CRM Integration in Pabbly Connect

Next, we will set up the action application in Pabbly Connect. Select HubSpot CRM as your action application and choose the action event as ‘Create Contact’. This action will automatically create a new contact in HubSpot each time a form is submitted.

Click on the connect button to establish a connection with HubSpot. If you haven’t connected HubSpot CRM before, select ‘Add New Connection’ and follow the prompts to log in and authorize Pabbly Connect to access your HubSpot account.

Map the required fields such as email, first name, and last name using the data from the trigger step. Ensure that the email field is dynamically mapped from the form submission data. This dynamic mapping ensures that the information is updated with each new submission.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to verify that the integration works correctly. Once you receive a positive response, it confirms that the contact has been successfully created in HubSpot CRM.

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5. Testing and Verifying the Integration

To ensure everything is functioning properly, conduct a test submission through your Contact Form 7. Fill in the required fields and submit the form. Once submitted, Pabbly Connect will capture the response and create a new contact in HubSpot CRM.

After submitting the form, check your HubSpot account to verify that the new contact appears with the details you provided. This confirms that the integration between Contact Form 7 and HubSpot CRM via Pabbly Connect is successful and operational.

Repeat the submission process to test real-time functionality. Ensure that all details are accurately recorded in HubSpot. This automation saves time and reduces manual data entry errors.

With successful tests completed, you can be confident that your workflow is fully operational, allowing you to manage leads efficiently without manual effort.

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Conclusion

In this tutorial, we demonstrated how to integrate HubSpot CRM with Contact Form 7 using Pabbly Connect. This process automates contact creation, ensuring that all inquiries are captured seamlessly. By leveraging Pabbly Connect, you can streamline your lead management and enhance your business efficiency.

Learn how to seamlessly integrate WhatsApp and Razorpay using Pabbly Connect. This step-by-step tutorial guides you through the process of automating invoice notifications. 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 Pabbly Connect for Integration

To begin the integration process, first access Pabbly Connect by visiting the official website. You can sign up for free or log in if you already have an account. This platform is crucial for connecting different applications seamlessly.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. Name your workflow, for instance, ‘Send Razorpay Invoice Details to Customer on Email and WhatsApp’ to reflect its purpose.

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2. Creating a Trigger in Pabbly Connect with Razorpay

In the next step, you need to set up a trigger in Pabbly Connect. This will allow the workflow to activate when a specific event occurs. For this integration, select Razorpay as your trigger application and choose the event as ‘Invoice Paid’. This ensures that whenever a payment is made, the workflow is triggered.

• Access your Razorpay account settings.
• Navigate to Webhooks under Account Settings.
• Add a new webhook using the URL provided by Pabbly Connect.

After setting the webhook, save the changes in Razorpay. This establishes the connection between Razorpay and Pabbly Connect, enabling the workflow to function correctly.

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3. Testing the Trigger in Pabbly Connect

Now that you’ve set up the trigger, it’s time to test it. Generate a test invoice in Razorpay to see if Pabbly Connect captures the webhook response correctly. Ensure that the invoice is marked as paid to trigger the workflow.

Once the invoice is created and paid, return to Pabbly Connect. You should see the webhook response displayed, confirming that the integration is working as expected. This response contains important details about the transaction.

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4. Setting Up Actions in Pabbly Connect

After successfully testing the trigger, you need to set up actions that will take place once the trigger is activated. Start with sending an email through Gmail. Choose Gmail as your action application and select ‘Send Email’ as the action event. using Pabbly Connect

• Map the recipient’s email address from the Razorpay webhook response.
• Fill in the email content with variables from the trigger.
• Set a subject line for the email, such as ‘Your Payment is Successful’.

Once the email setup is complete, proceed to set another action to send a WhatsApp message using WhatsApp by AI Sensei. Select the action event ‘Send Template Message’ and map the necessary variables for personalization.

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5. Finalizing the Integration in Pabbly Connect

With both actions set up, finalize the integration by testing the entire workflow. Make sure that when a payment is made, the email and WhatsApp message are sent as expected. This confirms that Pabbly Connect successfully automates the process.

Check your email and WhatsApp to verify that the messages were received accurately. This step is crucial to ensure that customers receive timely updates about their transactions, enhancing their experience with your service.

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Conclusion

This tutorial illustrates how to effectively use Pabbly Connect to integrate WhatsApp and Razorpay for automated invoice notifications. By following these steps, you can streamline your communication process and enhance customer satisfaction.

Learn how to automate sending WhatsApp messages to IndiaMART leads for your consumer electronics business using Pabbly Connect. Step-by-step tutorial included. 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 to Automate WhatsApp Messages

To send WhatsApp messages to IndiaMART leads, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or creating a new account. If you are a new user, click on the ‘Sign Up for Free’ button to create an account and get 100 free tasks each month.

Once logged in, navigate to the dashboard where you can see all your workflows. Click on the ‘Create Workflow’ button to begin setting up your automation for sending WhatsApp messages to your leads from IndiaMART.

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2. Setting Up the Workflow in Pabbly Connect

In this section, you will create a workflow that connects IndiaMART with WhatsApp using Pabbly Connect. First, give your workflow a name, such as ‘Send WhatsApp Message to IndiaMART Leads’. Next, select the appropriate folder to save your workflow.

• Name your workflow clearly for easy identification.
• Select the correct folder where you want to save the workflow.
• Click ‘Create’ to finalize your workflow setup.

After creating your workflow, you will see two sections: Trigger and Action. The Trigger is what starts the workflow, and you’ll set IndiaMART as the trigger app. The Action will be to send a WhatsApp message using the selected application, such as AI Sensi.

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3. Connecting IndiaMART to Pabbly Connect

To connect IndiaMART with Pabbly Connect, you need to set up a webhook URL. This URL will transfer data from IndiaMART to Pabbly Connect whenever a new lead is generated. Copy the webhook URL provided in the Pabbly Connect dashboard.

Log in to your IndiaMART account and navigate to the Lead Manager section. From there, select the ‘Import/Export Leads’ option and click on ‘Push API’. Here, you will paste the webhook URL you copied from Pabbly Connect. After setting this up, save the details to establish the connection.

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4. Sending WhatsApp Messages to Leads Automatically

Once the connection between IndiaMART and Pabbly Connect is established, the next step is to set up the action to send WhatsApp messages. Choose AI Sensi as the action application and select the ‘Send Template Message’ action event. You will then need to create a campaign that links to your WhatsApp template.

• Log into your AI Sensi account to get your API key.
• Map the lead’s phone number and name from the previous response in Pabbly Connect.
• Fill out the campaign name and template parameters to personalize your messages.

After configuring all necessary fields, click on ‘Save and Send Test Request’ to ensure everything is working correctly. If done properly, you should receive a WhatsApp message sent to the lead’s number instantly.

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5. Testing the Integration and Final Steps

After setting up the workflow, it’s crucial to test the integration between IndiaMART and Pabbly Connect. Submit a dummy query through your IndiaMART profile to generate a lead. Check your Pabbly Connect dashboard to ensure that the lead’s details are captured correctly.

Once you confirm that the lead details are received, check your WhatsApp to see if the automated message has been sent successfully. This step verifies that your automation is functioning as intended, allowing you to connect with leads instantly without manual effort.

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Conclusion

Using Pabbly Connect, you can automate sending WhatsApp messages to IndiaMART leads efficiently. This integration streamlines communication for your consumer electronics business, enhancing customer engagement and response time.