Author: Rajpal Tomar

Learn how to automatically create Zendesk users from Instagram Lead Ads leads using Pabbly Connect. Step-by-step tutorial for seamless integration. 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 create a Zendesk user from Instagram Lead Ads leads, you will first need to access Pabbly Connect. This platform allows you to automate the process without any coding skills. Start by visiting the Pabbly Connect website and either sign in or create a free account.

Once you are logged in, navigate to the dashboard where you can create a new workflow. This workflow will facilitate the integration between Instagram Lead Ads and Zendesk, enabling automatic user creation whenever you receive a new lead.

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2. Creating a Workflow in Pabbly Connect

In this section, you will set up your workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow according to your objective, such as ‘Create Zendesk User from Instagram Leads’. Choose a folder to save this workflow for easy access later.

• Select the folder for your workflow.
• Click on ‘Create’ to proceed to the workflow setup.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while Action is what happens as a result of that trigger. For this integration, you will set Instagram Lead Ads as the Trigger application.

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3. Setting Up the Trigger with Instagram Lead Ads

To set up the trigger, search for ‘Instagram Lead Ads’ in Pabbly Connect. Select it and then choose the trigger event as ‘New Lead Instant’. This event will initiate the workflow whenever a new lead is captured through Instagram ads.

Click on the ‘Connect’ button to establish a connection between Instagram Lead Ads and Pabbly Connect. You will need to add a new connection by logging into your Instagram account and granting the necessary permissions. Select your Facebook page that is linked to your Instagram account and choose the lead generation form associated with your ads.

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4. Setting Up the Action to Create a Zendesk User

Once the trigger is configured, you need to set up the Action step in Pabbly Connect. Search for ‘Zendesk’ as your Action application and select the action event as ‘Create User’. This action will use the lead details to create a new user in your Zendesk account.

To connect Zendesk with Pabbly Connect, provide your Zendesk username, API token, and subdomain. You can find your subdomain in the URL of your Zendesk account. For the API token, navigate to the Admin Center in Zendesk, create a new API token, and copy it into Pabbly Connect.

• Map the lead details from Instagram to Zendesk fields.
• Ensure all required details are filled in for user creation.

After mapping the fields correctly, click on ‘Save and Send Test Request’ to verify the integration. If successful, a new user will be created in your Zendesk account using the lead information from Instagram Lead Ads.

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5. Verifying the Integration in Zendesk

To confirm that the integration works, go to your Zendesk account and check the user list. You should see the newly created user with the details you provided through the lead form. This demonstrates that Pabbly Connect has successfully automated the process of creating a Zendesk user from Instagram Lead Ads leads.

By following these steps, you can streamline your customer service operations, improve response times, and enhance overall customer satisfaction. With Pabbly Connect, you can easily manage integrations between various applications without needing technical skills.

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Conclusion

In this tutorial, we demonstrated how to create a Zendesk user from Instagram Lead Ads leads using Pabbly Connect. This automation simplifies the process of managing leads and enhances customer support efficiency.

Learn how to integrate Cognito Forms with WooCommerce to create customers automatically using Pabbly Connect. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

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1. Introduction to Pabbly Connect for Integration

Pabbly Connect is the central platform that allows you to automate processes between different applications, such as Cognito Forms and WooCommerce. In this tutorial, we will use Pabbly Connect to create a WooCommerce customer automatically when a new submission is made in Cognito Forms.

To get started, you need to sign up or log in to your Pabbly Connect account. Once logged in, you can access the dashboard where you can create workflows that connect various applications seamlessly. This integration will help streamline your customer management process.

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2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow something descriptive, like ‘Create WooCommerce Customer on Cognito Forms Submission’. You will also have the option to organize your workflows into folders.

• Click on the ‘Create’ button to proceed.
• Select the trigger application as Cognito Forms.
• Choose the trigger event as ‘New Entry’.

After setting up the trigger, you will receive a webhook URL. This URL is crucial as it will connect your Cognito Forms to Pabbly Connect. Make sure to copy this URL for the next steps.

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3. Connecting Cognito Forms to Pabbly Connect

Now, log in to your Cognito Forms account and select the form you want to connect. In the form settings, look for the option to post JSON data to a website. Paste the webhook URL you copied from Pabbly Connect into the submit entry endpoint field.

After entering the webhook URL, save your changes and publish the form. You will now have a sharable link for your Cognito Form. To ensure everything is set up correctly, perform a test submission to generate a response that Pabbly Connect can capture.

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4. Setting Up WooCommerce Integration in Pabbly Connect

Once you have confirmed that your Cognito Forms submission is being captured, it’s time to set up the action step in Pabbly Connect. Select WooCommerce as your action application and choose the action event as ‘Add a New Customer’.

To connect WooCommerce to Pabbly Connect, you will need your WooCommerce API credentials. This includes the consumer key, consumer secret, and your website URL. Here’s how to find these:

• Log in to your WordPress dashboard.
• Navigate to WooCommerce > Settings > Advanced > REST API.
• Add a new key with read and write permissions.

After obtaining your API credentials, input them into the respective fields in Pabbly Connect and map the necessary data fields from the Cognito Forms submission to WooCommerce customer fields.

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5. Finalizing the Integration and Testing

After mapping all necessary fields, save your workflow in Pabbly Connect and test the integration. Perform another test submission in your Cognito Forms to check if a new customer is created in WooCommerce.

Once you verify that the customer has been created successfully, your integration is complete. This automation will now run every time a new submission is made in Cognito Forms, ensuring that your customer data is always up to date in WooCommerce.

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Conclusion

This tutorial demonstrated how to create a WooCommerce customer on Cognito Forms submission using Pabbly Connect. By following these steps, you can automate customer creation and streamline your e-commerce operations. This integration enhances efficiency and improves customer management.

Learn how to automate GoToWebinar registrations from Google Ads leads using Pabbly Connect in this detailed step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

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1. Accessing Pabbly Connect for Google Ads and GoToWebinar Integration

To start the integration process, access Pabbly Connect by visiting the official website. Sign in to your existing account or create a new one if you are a first-time user. This step is essential for automating the registration of leads from Google Ads to GoToWebinar.

Once logged in, you will see the dashboard of Pabbly Connect. From here, you can begin creating your workflow that will automate the process of capturing leads from Google Ads and registering them in GoToWebinar.

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2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow and choose a specific folder to save it in. Name the workflow ‘Create GoToWebinar Registrant from Google Ads Lead’ and select the appropriate folder.

• Name your workflow clearly to identify its purpose.
• Select a folder where the workflow will be saved.

Click the ‘Create’ button to finalize the setup. This will open the workflow interface where you can set up the trigger and action steps required for the automation process.

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3. Setting Up the Trigger in Pabbly Connect

In the workflow interface, you will see options for setting up a trigger and an action. For the trigger application, select ‘Google Ads’ and choose the event ‘New Lead Form Entry’. This setup allows Pabbly Connect to capture leads as soon as they submit a form through your Google Ads campaign.

Next, you will be provided with a unique webhook URL by Pabbly Connect. Copy this URL and navigate to your Google Ads campaign. In the lead delivery options, select the webhook integration and paste the URL into the required field. This connects Google Ads with Pabbly Connect to ensure that lead data is transmitted correctly.

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4. Configuring the Action in Pabbly Connect to Create Registrants

After setting up the trigger, it’s time to configure the action step. For the action application, select ‘GoToWebinar’ and choose the action event ‘Create Registrant’. This allows Pabbly Connect to register the leads captured from Google Ads into your GoToWebinar account.

During this setup, you will need to enter specific details such as the webinar time in UTC format. Make sure to convert your local time (IST) to UTC using a reliable converter. Enter the webinar name and map the lead details from the previous step to the corresponding fields in GoToWebinar.

• Enter the start and end times of the webinar in UTC.
• Map the first name, last name, email, and other relevant details from the lead data.

Click on the ‘Save and Send Test Request’ button to ensure everything is working correctly. If configured properly, you should see a positive response indicating that the registrant has been created.

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5. Verifying Registrants in GoToWebinar

Once the action step is successfully configured, it’s important to verify if the registration has been completed. Log in to your GoToWebinar account and navigate to the registration section of your webinar. Refresh the page to see the latest registrants.

You should see the new registrant’s details populated in your GoToWebinar account, confirming that Pabbly Connect has effectively automated the registration process from Google Ads leads.

This automation not only saves time but also ensures a seamless experience for your leads, allowing you to focus on delivering impactful webinars.

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Conclusion

In this tutorial, we demonstrated how to create a GoToWebinar registrant from Google Ads leads using Pabbly Connect. This process automates the registration workflow, ensuring efficiency and accuracy in managing your webinar attendees. By leveraging Pabbly Connect, you can streamline your lead management and enhance your webinar hosting experience.

Learn how to automate saving Cashfree payments in Notion automatically using Pabbly Connect. Step-by-step guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

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1. Accessing Pabbly Connect for Cashfree Payments Integration

To save Cashfree payments automatically in Notion, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser.

Once on the homepage, you will see options to either sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users should click on ‘Sign In’ to log into their accounts.

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2. Creating Your Workflow in Pabbly Connect

After signing in, you will be directed to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ option. A dialog box will appear prompting you to name your workflow.

• Name your workflow: ‘Save Cashfree Payments in Notion Automatically’.
• Select the appropriate folder for payment management.
• Click on ‘Create’ to proceed.

This will open a new screen displaying two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens in response to that Trigger.

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3. Setting Up Cashfree as the Trigger in Pabbly Connect

For this integration, select Cashfree as your Trigger application in Pabbly Connect. Next, choose the Trigger event, which is ‘Payment via Form’. This event captures the response whenever a payment is received through a form on Cashfree.

After selecting the Trigger event, you will be provided with a Webhook URL. This URL acts as a bridge between Cashfree and Pabbly Connect. Copy this Webhook URL and navigate to your Cashfree account.

• Go to the Developers section in Cashfree.
• Select Webhooks under Products.
• Add a Webhook endpoint and paste the copied URL.

Click on ‘Test and Add’ to confirm the connection. Once the test response is captured in Pabbly Connect, you will know the connection is successful.

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4. Connecting Notion as the Action in Pabbly Connect

Now that Cashfree is set as the Trigger, it’s time to set Notion as the Action application in Pabbly Connect. Choose ‘Create Database Item’ as the Action event. Ensure you are logged into your Notion account for easy integration.

Upon selecting Notion, you will need to connect it to Pabbly Connect. Click on ‘Connect with Notion’ and grant the necessary permissions. You can choose to allow access to all pages or specific pages as per your requirement.

Select the database where you want to save the payment details. Map the fields from the Cashfree response to the corresponding fields in Notion. Click ‘Save and Send Test Request’ to finalize the setup.

After mapping all the necessary fields, check your Notion database to verify that the payment details are recorded correctly. This confirms that your integration is working seamlessly.

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5. Testing the Integration of Cashfree and Notion with Pabbly Connect

To ensure everything is set up correctly, conduct a test payment through Cashfree. Open your payment form and fill in the details. Once you submit the form, the payment will be processed, and the details should automatically populate in your Notion database.

After the test payment is successful, return to your Notion account to confirm that a new entry has been created with all the relevant details such as name, email, phone number, transaction ID, and amount.

This automated process using Pabbly Connect eliminates the need for manual entry, making it easier for business owners to manage payment records efficiently. You can repeat this process for any other payment forms or gateways as needed.

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Conclusion

In summary, using Pabbly Connect allows you to automatically save Cashfree payments in Notion. This integration streamlines your record-keeping process, making it efficient and error-free. Automate your payment management today for a smoother business operation.

Learn how to automate the enrollment of TagMango users on Cashfree Payment using Pabbly Connect in this detailed step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

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Accessing Pabbly Connect for Integration

To enroll TagMango users on Cashfree Payment, we will leverage Pabbly Connect. This powerful integration tool allows us to automate the process without any coding skills. Start by visiting the Pabbly Connect homepage by entering the URL Pabbly.com/connect/inr in your browser.

Once on the homepage, you will see options to either sign in or sign up for free. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account. After signing up, you will receive 100 free tasks every month to explore the features of Pabbly Connect and test various automations.

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Creating a Workflow in Pabbly Connect

After logging into your Pabbly Connect account, navigate to the dashboard where you can see existing workflows. To create a new workflow, click on the blue ‘Create Workflow’ button. A dialog box will prompt you to name your workflow; enter ‘Enroll TagMango User on Cashfree Payment’ and select a folder for organization.

Next, you will be presented with a blank workflow screen. Here, you need to set up a trigger and an action. The trigger will be Cashfree, which will initiate the workflow when a payment is received. The action will be TagMango, where users will be enrolled based on the payment made. This setup ensures that every payment processed through Cashfree automatically triggers user enrollment in TagMango.

• Click on ‘Create Workflow’ and name it appropriately.
• Select the trigger application (Cashfree) and the action application (TagMango).

Once you have configured the trigger and action, you can proceed to set up specific details for each application in the next steps.

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Setting Up Cashfree Webhook in Pabbly Connect

To automate the enrollment process, we need to set up a webhook in Cashfree that connects to Pabbly Connect. In the trigger section, select Cashfree as the application and choose the event that triggers the workflow, which is when a payment is received via a form.

Copy the webhook URL provided by Pabbly Connect and navigate to your Cashfree account. Under the developers section, select the webhook option, and choose to add a webhook endpoint. Paste the copied URL and click on ‘Test and Add’. This will establish a connection between Cashfree and Pabbly Connect.

• Go to Cashfree’s developer section and select ‘Webhook’.
• Add the webhook endpoint and paste the URL from Pabbly Connect.

Once the webhook is set up, you can go back to Pabbly Connect to capture the test response, confirming that the connection was successful.

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Applying Filter Conditions in Pabbly Connect

After setting up the webhook, we need to ensure that only relevant payments trigger the enrollment in TagMango. To do this, we will apply a filter condition in Pabbly Connect. This filter will check if the payment received is specifically for the PHP course.

Select ‘Filter’ as the action application in your workflow. Here, you will set the filter condition to check if the form ID from the Cashfree response matches the form ID of the PHP course. This ensures that only payments for this course will trigger user enrollment.

Choose ‘Filter’ as your action application. Set the condition to check for the specific form ID related to the PHP course.

Once the filter condition is successfully set up, you can proceed to the next action step to enroll the user in TagMango.

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Enrolling Users in TagMango via Pabbly Connect

With the filter condition in place, the next step is to enroll the user in TagMango. In this step, select TagMango as the action application and choose the action event to create or migrate a user. This is where Pabbly Connect automates the process of adding users based on the payment confirmation.

To establish a connection with TagMango, you will need to provide an API key. This key can be found in your TagMango account under the Automation section. Once you have copied the API key, return to Pabbly Connect and paste it to create the connection.

Select TagMango as the action application. Paste the API key from TagMango to establish the connection.

Finally, fill in the required fields to create the user, including the student’s name, email, and course ID. Once all details are mapped correctly, click on ‘Save and Send Test Request’. This will confirm that the user has been successfully enrolled in TagMango.

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Conclusion

In this tutorial, we explored how to automate the enrollment of TagMango users on Cashfree Payment using Pabbly Connect. By following the steps outlined, you can streamline your payment processing and user management efficiently. Automating these tasks not only saves time but also enhances the overall learning experience for your students.

Learn how to automate Zoho CRM contact creation from FlexiFunnels purchases using Pabbly Connect. Step-by-step guide with specific actions and UI elements. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To automate the creation of Zoho CRM contacts from FlexiFunnels purchases, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and sign in to your account. If you’re new, you can sign up for a free account which offers 100 tasks per month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find various tools and applications. Click on the Pabbly Connect option to access the workflow section. This is where you will create the automation that connects FlexiFunnels and Zoho CRM.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow that will automate the process of creating a Zoho CRM contact when a purchase occurs on FlexiFunnels. Click on the Pabbly Connect dashboard and select the Create Workflow button.

• Name your workflow, for example, ‘Create Zoho CRM Contact on FlexiFunnels Purchase’.
• Choose a folder to save your workflow, such as ‘Automations’.
• Click the Create button to proceed.

After creating the workflow, you will enter the main workflow window. Here, you will set up the trigger and action for your automation. The trigger is the event that starts the workflow, and the action is what happens as a result.

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3. Setting Up the Trigger from FlexiFunnels

The next step involves setting up the trigger application, which will be FlexiFunnels. In the workflow window, search for and select FlexiFunnels as your trigger application. Next, choose the trigger event as New Purchase.

Upon selecting the trigger event, Pabbly Connect will generate a webhook URL. This URL is crucial for connecting FlexiFunnels to your workflow. Copy this URL and head over to your FlexiFunnels account.

• Log in to your FlexiFunnels account and navigate to the product you want to automate.
• Go to the Set Rules section and select Add Set Rules.
• Choose Product is Purchased for all pricing options and select Webhook as the action.

Paste the copied webhook URL into the designated field and save the settings. This completes the trigger setup, allowing Pabbly Connect to capture purchase data from FlexiFunnels.

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4. Setting Up the Action to Create a Zoho CRM Contact

Now that the trigger is set up, it’s time to configure the action that will create a contact in Zoho CRM. In the Pabbly Connect workflow, select Zoho CRM as the action application. Then, choose the action event as Create Contact.

Next, you’ll need to connect your Zoho CRM account to Pabbly Connect. Click on Add New Connection and enter your Zoho CRM domain, which can be found in the URL of your Zoho account. After entering the domain, click Save.

Grant Pabbly Connect the necessary permissions to access your Zoho CRM account. Select Online Store as the lead source. Map the fields from the FlexiFunnels purchase data to the corresponding fields in Zoho CRM.

After mapping the required fields, click on Save and Send Test Request to ensure that the integration works correctly. You should receive a confirmation that a new contact has been created in Zoho CRM.

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5. Testing the Integration

To finalize the integration, it’s essential to test the workflow. Go back to your FlexiFunnels account and make a test purchase of the course. This will trigger the webhook and send the data to Pabbly Connect.

After completing the purchase, return to Pabbly Connect and check the webhook response. You should see the details of the purchase captured, including the customer’s name, email, and other information. This indicates that the trigger is functioning correctly.

Refresh your Zoho CRM contacts page to verify that the new contact has been created. Ensure that all mapped details match the information entered during the test purchase. Repeat the test with different customer details to confirm the workflow’s reliability.

Once you’ve confirmed that the integration works flawlessly, your setup is complete. Now, every time a purchase is made on FlexiFunnels, a new contact will automatically be created in Zoho CRM through Pabbly Connect.

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Conclusion

In this tutorial, we successfully automated the process of creating a Zoho CRM contact from FlexiFunnels purchases using Pabbly Connect. By following the steps outlined, you can ensure that customer data is captured seamlessly and efficiently.

This integration not only saves time but also enhances your customer relationship management. You can now focus on growing your business while Pabbly Connect handles the automation behind the scenes.

Learn how to automate contact creation in Flowlu from Webflow form submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

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Accessing Pabbly Connect for Integration

To create a Flowlu contact on Webflow form submission, you need to access Pabbly Connect, the central platform for this integration. First, visit the Pabbly Connect website and sign in to your existing 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 Pabbly Connect dashboard. Click on the ‘Access Now’ button to enter the Pabbly Connect workspace. Here, you will create a workflow that automates the process of capturing form submissions from Webflow and creating contacts in Flowlu.

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Creating a Workflow in Pabbly Connect

To start the automation, you must create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear prompting you to name your workflow. Enter ‘Create Flowlu Contact on Webflow Form Submission’ as the workflow name.

Next, you need to select a folder to save the workflow. Click on the dropdown menu and choose an appropriate folder, such as ‘Webflow Automations.’ After naming the workflow and selecting the folder, click the ‘Create’ button to finalize the setup. You will now see two sections: Trigger and Action.

• Trigger: This is the event that starts the automation.
• Action: This is the event that follows the trigger.

In this case, the trigger will be a form submission from Webflow, and the action will be creating a contact in Flowlu.

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Setting Up the Trigger with Webflow

To set up the trigger in Pabbly Connect, select ‘Webflow V2’ as the trigger application. For the trigger event, choose ‘Form Submitted.’ Click on the ‘Connect’ button to establish the connection.

A window will appear asking for a connection. You can either create a new connection or use an existing one. To create a new connection, you will need to provide an API token from your Webflow account. Log into your Webflow account, navigate to your site settings, and generate a new API token under the API access section.

• Log into Webflow and go to your site settings.
• Generate an API token with read and write permissions.
• Copy the token and paste it into Pabbly Connect.

After pasting the token, click on the ‘Save’ button to complete the connection. You will then be prompted to select the Site ID from which the form submissions will be collected.

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Setting Up Action to Create a Contact in Flowlu

After successfully setting up the trigger, you need to configure the action in Pabbly Connect. Select ‘Flowlu’ as the action application and choose ‘Create CRM Account Contact’ as the action event. Click on the ‘Connect’ button to establish the connection.

You will need to provide the account URL and API key to connect to your Flowlu account. Log into your Flowlu account and navigate to the profile section to generate an API key. After generating the key, copy it and paste it into Pabbly Connect along with the account URL.

Log into Flowlu and go to the profile settings. Generate an API key for CRM applications. Copy the API key and URL into Pabbly Connect.

Once the connection is established, you will need to map the fields from the Webflow submission to the Flowlu contact fields. This includes first name, last name, email, and any other relevant information.

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Testing the Integration

With both the trigger and action set up in Pabbly Connect, it’s time to test the integration. Submit a test entry through your Webflow form to ensure that the data is captured correctly. After submitting the form, go back to Pabbly Connect and check the response from the trigger step.

If the integration is successful, you will see the details of the form submission displayed in Pabbly Connect. This confirms that Webflow is correctly sending the data to Pabbly Connect, which will then forward it to Flowlu to create a new contact.

Fill out the Webflow form with dummy data. Submit the form and check Pabbly Connect for the response. Verify that a new contact appears in your Flowlu account.

If everything is working correctly, you will see the new contact created in Flowlu with the details submitted through the Webflow form.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Flowlu contacts from Webflow form submissions. By following the steps outlined, you can streamline your lead management process and enhance efficiency in your digital marketing efforts. This integration allows you to focus on growing your business while Pabbly Connect handles the data transfer seamlessly.

Learn how to enroll Thinkific users through Typeform submissions using Pabbly Connect. This step-by-step guide covers everything you need to automate your enrollment process. 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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Accessing Pabbly Connect for Integration

To start the integration process of enrolling Thinkific users on Typeform submission, access Pabbly Connect by visiting the Pabbly Connect website. Once there, sign in to your account or create a new account if you are a first-time user. This platform will facilitate the automation between Typeform and Thinkific, streamlining your enrollment process.

After signing in, you will see the ‘All Pabbly Apps’ window. Click on the ‘Access Now’ button under Pabbly Connect to enter the dashboard. Here, you will create a new workflow to connect Typeform submissions to Thinkific enrollments.

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Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear asking for the workflow name and folder selection. Name your workflow ‘Enroll Thinkific User on Typeform Submission’ and choose a folder, such as ‘Typeform Automations,’ to save your workflow.

Once you have named your workflow and selected the folder, click on the ‘Create’ button. You will now see two sections: Trigger and Action. The Trigger is the event that starts the automation (Typeform submission), while the Action is what happens as a result (enrolling the user in Thinkific).

• Click on the ‘Create Workflow’ button.
• Enter the workflow name and select a folder.
• Click on ‘Create’ to finalize the workflow.

Now that the workflow is created, you can proceed to set up the Trigger application.

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Setting Up Trigger with Typeform in Pabbly Connect

In the Trigger section, select Typeform as your application. For the Trigger event, choose ‘New Entry’. Click the ‘Connect’ button to establish a connection with Typeform. A window will appear prompting you to add a new connection or select an existing one.

After connecting Typeform, you will need to authorize Pabbly Connect to access your Typeform account. Click the ‘Accept’ button to allow access. Once authorized, select the specific form you want to use for the trigger. After selecting the form, click on the ‘Save and Send Test Request’ button to test the connection.

• Select Typeform as the Trigger application.
• Choose ‘New Entry’ as the Trigger event.
• Authorize Pabbly Connect and select your Typeform.

After completing these steps, perform a test submission on your Typeform to ensure that the data is captured correctly in Pabbly Connect.

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Enrolling User in Thinkific via Pabbly Connect

Once the Trigger is set up, the next step is to enroll the user in Thinkific. For the Action application, select Thinkific and choose ‘Create User’ as the Action event. Click on the ‘Connect’ button to link your Thinkific account to Pabbly Connect.

You will be prompted to enter your Thinkific subdomain. This is found in the URL of your Thinkific account. After entering the subdomain, click on the ‘Save’ button. Now, you will map the user data from the Typeform submission to create a new user in Thinkific.

Select Thinkific as the Action application. Choose ‘Create User’ as the Action event. Map the user data to the required fields.

After mapping the fields, click on the ‘Save and Send Test Request’ button to create the user in Thinkific. Verify that the user has been successfully created by checking your Thinkific account.

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Finalizing Enrollment of User in Thinkific

To complete the process, you need to enroll the newly created user in a specific course. For this, add another action step in Pabbly Connect and select Thinkific again. This time, choose ‘Enroll User’ as the Action event.

After connecting to Thinkific, select the course you want to enroll the user in from the dropdown list. You will also need to map the user ID from the previous step to ensure the correct user is enrolled. Click on the ‘Save and Send Test Request’ button to finalize the enrollment process.

Add an action step for enrolling the user. Select the course for enrollment. Map the user ID to complete the enrollment.

Once you have completed these steps, check your Thinkific account to confirm that the user is now enrolled in the selected course. This completes the integration process between Typeform and Thinkific using Pabbly Connect.

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Conclusion

In this tutorial, you learned how to enroll Thinkific users automatically through Typeform submissions using Pabbly Connect. By following these steps, you can streamline your enrollment process and eliminate manual data entry, allowing your students to start their courses without delay.

Learn how to convert Google Docs to PDF and upload it to Google Drive using Pabbly Connect in this detailed step-by-step tutorial. 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 Automation

In this section, we will learn how to set up Pabbly Connect to automate the process of converting Google Docs to PDF and uploading it to Google Drive. Start by signing up for a free Pabbly Connect account if you haven’t already. After creating your account, navigate to the dashboard.

Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘Google Sheets to Google Docs to Google Drive’. Then, select the folder where you want to store this workflow and click on ‘Create’. This setup will allow Pabbly Connect to manage the automation between Google Sheets and Google Drive effectively.

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2. Triggering Automation with Google Sheets

Next, we will configure the trigger step to connect Google Sheets with Pabbly Connect. In the trigger window, select Google Sheets as the app and choose the event as ‘New or Updated Spreadsheet Row’. This configuration means that every time a new candidate’s details are added to Google Sheets, it will trigger the automation.

• Choose Google Sheets from the app list.
• Set the trigger event to ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Google Sheets, click on Extensions, and then on Add-ons. Search for the Pabbly Connect Webhooks add-on, install it, and refresh your Google Sheets. This integration allows Pabbly Connect to receive data from Google Sheets whenever a new row is added.

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3. Generating Google Docs from a Template

After setting up the trigger, we will now proceed to generate a new document using a template in Google Docs. In the action step of Pabbly Connect, choose Google Docs as the app and select the action event as ‘Create Document from Template’. This step allows you to create a new offer letter for each candidate based on the template you have set up.

Connect your Google Docs account by clicking on ‘Sign in with Google’. After successful authentication, select the template document you want to use. Map the candidate’s details from the trigger step into the respective fields in your Google Docs template. For the document name, you can use the candidate’s name followed by ‘Offer Letter’.

• Select the template document from Google Docs.
• Map the candidate’s details into the document.
• Set the document name dynamically based on the candidate’s name.

This step ensures that each candidate receives a personalized offer letter generated through Pabbly Connect using their specific details.

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4. Uploading the PDF to Google Drive

Once the document has been generated, the next step is to upload the PDF version to Google Drive. In the action step, select Google Drive as the app and choose the action event ‘Upload a File’. This allows you to upload the newly created PDF file to a designated folder in Google Drive.

Connect your Google Drive account if you haven’t done so already. You will need to provide the file URL of the PDF generated in the previous step. Map the document ID from the Google Docs response to the file ID field in Google Drive. This step is crucial as it tells Pabbly Connect which file to upload to Google Drive.

Select the action event ‘Upload a File’. Map the PDF file URL to the appropriate field. Specify the folder ID where the PDF should be uploaded.

This process ensures that every candidate’s offer letter is not only generated but also stored securely in Google Drive, managed seamlessly by Pabbly Connect.

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5. Testing the Automation Workflow

Finally, it’s essential to test the entire workflow to ensure that the automation functions correctly. To do this, you can delete any previously generated documents from Google Drive to avoid confusion. Then, go back to your Google Sheets and use the Pabbly Connect add-on to send all data to Pabbly Connect.

After triggering the automation, check both the Google Docs and the designated Google Drive folders. You should see the newly generated offer letters and their corresponding PDF files. This confirms that the integration between Google Sheets, Google Docs, and Google Drive via Pabbly Connect is working flawlessly.

By following these steps, you can automate the process of generating and storing offer letters efficiently. This integration saves time and reduces manual errors, showcasing the power of Pabbly Connect in streamlining workflows.

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Conclusion

In this tutorial, we learned how to convert Google Docs to PDF and upload it to Google Drive using Pabbly Connect. This automation simplifies the process of generating personalized offer letters for candidates, making it efficient and error-free.

Learn how to enroll ThriveCart Learn students automatically from Shopify sales using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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Setting Up Pabbly Connect for Shopify and ThriveCart Learn Integration

To enroll ThriveCart Learn students automatically from Shopify sales, you need to set up Pabbly Connect. This powerful integration platform allows you to connect your Shopify store with ThriveCart Learn seamlessly. Start by signing up for a free account on Pabbly Connect, which takes just a couple of minutes.

Once logged in, navigate to your dashboard and click on the ‘Create Workflow’ button. Name your workflow, such as ‘Shopify to ThriveCart Learn’. After naming, select the appropriate folder in your Pabbly Connect account and click on ‘Create’. This will open a new workflow with two main sections: the trigger and action windows.

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Integrating Shopify with Pabbly Connect

In this step, you will set up the trigger to connect your Shopify account with Pabbly Connect. This allows the automation to start whenever a new order is placed in your Shopify store. Search for ‘Shopify’ in the app selection and choose ‘Shopify Version 2’.

For the trigger event, select ‘New Order’. Pabbly Connect will provide you with a webhook URL. You need to copy this URL and set it up in your Shopify account. Follow these steps:

• Log into your Shopify admin account.
• Go to Settings and click on Notifications.
• Find the Webhooks section and click on ‘Create Webhook’.
• Select ‘Order Created’ as the event and paste the webhook URL you copied from Pabbly Connect.
• Choose JSON format and save the webhook.

After saving, Pabbly Connect will be ready to capture new order details from Shopify. You can now test this integration by placing a dummy order in your Shopify store.

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Testing Order Creation in Shopify

To ensure that the integration works correctly, place a test order on your Shopify store. Choose a course, fill out the customer details, and complete the purchase. After placing the order, check your Pabbly Connect workflow. using Pabbly Connect

Once the order is processed, you should see a response in Pabbly Connect with the order details. This includes customer information and the course name purchased. This confirms that the trigger setup is functioning correctly.

Make sure to scroll through the response in Pabbly Connect to verify that all necessary details, such as the customer’s email and order amount, are captured. This information will be essential for the next steps in the automation.

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Enrolling Students in ThriveCart Learn

With the order details captured, the next step is to enroll the customer as a student in ThriveCart Learn using Pabbly Connect. In the action window of your workflow, search for ‘ThriveCart Learn Plus’ and select it.

Choose the action event ‘Create Student’. Connect your ThriveCart Learn account by entering the API key, which you can find in your ThriveCart settings under API and Webhooks. After connecting, you will need to map the customer’s email address and course ID from the previous steps.

• Map the customer email from Shopify’s order details.
• Use a lookup table to dynamically fetch the course ID based on the course name received from Shopify.
• Save and send a test request to enroll the student.

After successfully mapping the necessary fields, click on ‘Save and Send Test Request’. If everything is set up correctly, the customer will be enrolled in the ThriveCart Learn course they purchased.

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Conclusion

By using Pabbly Connect, you can automate the enrollment of ThriveCart Learn students directly from Shopify sales. This integration streamlines the process, ensuring that every customer who purchases a course is automatically enrolled, enhancing the user experience and saving time.

With just a few steps, you can set up this powerful automation and focus more on creating great content for your students. Start using Pabbly Connect today to simplify your workflows and improve your online education business.