How to Add or Update SendGrid Contact on Cashfree Payment Using Pabbly Connect

Learn how to integrate Cashfree with SendGrid using Pabbly Connect. This detailed tutorial guides you through the steps to automate contact updates seamlessly. 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


1. Accessing Pabbly Connect for Integration

To start integrating Cashfree Payment with SendGrid, you need to access Pabbly Connect. This platform allows you to automate workflows without any coding knowledge.

Begin by visiting the Pabbly Connect website. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users should click on ‘Sign In’ to access their dashboard.


2. Creating a New Workflow in Pabbly Connect

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

  • Name your workflow as ‘How to Add or Update SendGrid Contact on Cashfree Payment’.
  • Select the folder named ‘Automation’ to save your workflow.

After naming and selecting the folder, click on ‘Create’. You will now enter the workflow window where you will set the trigger and action for your automation.


3. Setting the Trigger Event with Cashfree

In the workflow window, the first step is to set the trigger application. For this integration, select ‘Cashfree’ as your trigger application. This will initiate the workflow when a payment is made. using Pabbly Connect

Next, choose the trigger event as ‘Payment via Form’. Once selected, Pabbly Connect will generate a webhook URL. This URL is essential for connecting Cashfree to your workflow.

  • Copy the generated webhook URL.
  • Log into your Cashfree account and navigate to ‘Developers’ > ‘Payment Gateway’ > ‘Webhooks’.
  • Click on ‘Add Webhook’ and paste the copied URL.

After adding the webhook, test the connection to ensure it is successful. This step is crucial for capturing payment data from Cashfree into Pabbly Connect.


4. Updating SendGrid Contact Using Pabbly Connect

Now that the trigger is set up, it’s time to configure the action application. Select ‘SendGrid’ as your action application in Pabbly Connect. This action will add or update a contact in SendGrid based on the payment details received from Cashfree.

Choose the action event as ‘Add or Update Contact’. If you haven’t connected your SendGrid account yet, you will need to create a new connection. Enter the API key from your SendGrid account to authenticate.

Navigate to your SendGrid account settings to generate an API key. Ensure you grant full access to the API key.

After entering the API key in Pabbly Connect, map the fields from the Cashfree response to the SendGrid contact fields. This will ensure that the contact information is updated dynamically each time a payment is processed.


5. Testing and Verifying the Integration

To ensure everything is working correctly, perform a test payment through Cashfree. This will trigger the workflow in Pabbly Connect and send the data to SendGrid.

Once the payment is successful, check your SendGrid account to confirm that the contact has been added or updated with the correct information. You should see the name, email, and any other relevant details populated automatically.

This integration allows you to manage your email lists more efficiently, as every payment will automatically update your SendGrid contacts without manual effort.


Conclusion

Using Pabbly Connect to integrate Cashfree Payment with SendGrid streamlines your customer data management. This automation ensures that every payment updates your SendGrid contacts seamlessly, enhancing your marketing efforts.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create AWeber Subscriber from LinkedIn Lead Gen Forms Leads Using Pabbly Connect

Learn how to automate the process of creating AWeber subscribers from LinkedIn Lead Gen Forms leads using Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To begin automating the process of creating AWeber subscribers from LinkedIn Lead Gen Forms leads, you need to access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect website.

Once there, sign in to your existing account or create a new one for free. After logging in, you will see the dashboard where all Pabbly products are listed. Click on the ‘Access Now’ button for Pabbly Connect to get started with your automation.


2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow within Pabbly Connect to facilitate the integration. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. You will be prompted to name your workflow and select a folder for organization.

  • Name your workflow: ‘Create AWeber Subscriber from LinkedIn Lead Gen Forms Leads’.
  • Select a folder for saving the workflow, such as ‘LinkedIn Leads Automations’.

After filling in these details, click the ‘Create’ button to finalize your workflow setup. You will now see two windows labeled ‘Trigger’ and ‘Action’. The trigger will capture new leads from LinkedIn, while the action will send this data to AWeber.


3. Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, select ‘LinkedIn Lead Gen Forms’ as your trigger application. This selection allows you to capture new lead submissions automatically. Next, choose the trigger event as ‘New Lead Gen Form Response’.

Click the ‘Connect’ button to establish the connection. If you do not have an existing connection, select ‘Add New Connection’ and follow the prompts to link your LinkedIn account. Once connected, select the specific lead form you want to track.

  • Select your LinkedIn account from the dropdown.
  • Choose the lead form that has been set up for collecting leads.

After making these selections, click on the ‘Save and Send Test Request’ button. This action will pull the latest lead data from the selected form, confirming that the trigger is set up correctly.


4. Setting Up the Action in Pabbly Connect

Now that the trigger is established, it’s time to set up the action within Pabbly Connect. Choose ‘AWeber’ as your action application and select the action event as ‘Add or Update Subscriber’. This action will create a new subscriber in your AWeber account based on the lead data captured.

Click the ‘Connect’ button to establish a connection to your AWeber account. If you haven’t connected AWeber yet, choose ‘Add New Connection’. Once connected, you will be prompted to select the list where the new subscriber will be added.

Select the AWeber account ID. Choose the subscriber list you want to add leads to.

Map the fields from the LinkedIn lead data to the corresponding fields in AWeber. For example, map the first name and last name to create a subscriber entry. Once all required fields are mapped, click on the ‘Save and Test Request’ button to confirm that the integration works as intended.


5. Verifying Integration Success

To verify the success of your integration with Pabbly Connect, navigate to your AWeber account and refresh the subscribers page. You should see the new subscriber added, confirming that the automation between LinkedIn Lead Gen Forms and AWeber is functioning correctly.

If the subscriber appears with the correct details, your setup is complete. This integration allows you to automate the process of capturing leads and adding them as subscribers, streamlining your email marketing efforts.

With Pabbly Connect, you can enhance your marketing automation by connecting various applications seamlessly. This integration not only saves time but also ensures that your leads are nurtured promptly.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of AWeber subscribers from LinkedIn Lead Gen Forms leads. This integration simplifies the lead management process, ensuring efficient email marketing.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

By following the steps outlined, you can effectively streamline your workflow and enhance your marketing efforts using Pabbly Connect.

How to Create BigCommerce Customer for Google Ads Lead Using Pabbly Connect

Learn how to automate the creation of BigCommerce customers from Google Ads leads using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To create a BigCommerce customer for Google Ads leads, you first need to access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. Start by signing into your existing Pabbly Connect account or sign up for a free account if you’re a new user.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will see various Pabbly products. Click on the ‘Access Now’ button for Pabbly Connect to begin setting up your integration process.


2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that connects Google Ads and BigCommerce using Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow.

  • Enter a name for your workflow, such as ‘Create BigCommerce Customer for Google Ads Lead’.
  • Select a folder to save your workflow. Choose the folder named ‘Google Ads Automations’.
  • Click the ‘Create’ button to finalize your workflow setup.

Your workflow is now created, and you will see two sections: Trigger and Action. The Trigger is what starts the automation process, while the Action is what happens as a result.


3. Setting Up the Trigger with Google Ads

In this section, you will set up the Trigger for your workflow using Pabbly Connect and Google Ads. Select Google Ads as your trigger application and choose the ‘New Lead Form Entry’ event. This allows Pabbly Connect to capture new leads generated from your Google Ads campaigns.

After selecting the trigger, you will receive a unique webhook URL from Pabbly Connect. This URL is essential for connecting Google Ads to Pabbly Connect. Copy this URL and proceed to your Google Ads account.

  • Log into your Google Ads account and navigate to your lead form settings.
  • Locate the ‘Lead Delivery’ section and click on it.
  • Paste the webhook URL you copied from Pabbly Connect into the designated field.

After pasting the URL, send a test lead to confirm that the integration is working. If successful, Pabbly Connect will capture the test data, indicating that the connection between Google Ads and Pabbly Connect is established.


4. Setting Up the Action with BigCommerce

Now that your trigger is set, it’s time to set up the Action step using Pabbly Connect. Select BigCommerce as your action application and choose the ‘Create Customer’ event. This step ensures that every new lead captured will be automatically added as a customer in your BigCommerce account.

When prompted, click on the ‘Connect’ button to establish a new connection between BigCommerce and Pabbly Connect. You will need to provide your BigCommerce store hash key, client ID, and access token to connect successfully.

To find your store hash key, log into your BigCommerce account and check the URL. Create a new API account in BigCommerce to obtain the client ID and access token. Make sure to set the necessary scopes for the API account to allow customer creation.

After entering all the required credentials, you can map the lead details from Google Ads to the customer fields in BigCommerce. This mapping process ensures that customer information is accurately transferred during the workflow execution.


5. Testing the Integration

With your workflow fully set up in Pabbly Connect, it’s crucial to test the integration to ensure everything works as expected. After mapping the necessary fields, click on the ‘Save and Send Test Request’ button. This action will send a test request to BigCommerce, creating a new customer based on the lead data captured from Google Ads.

Once the test request is sent, check your BigCommerce account to verify that the new customer has been created successfully. Refresh the customer page to see the newly added customer with the details provided in the test lead.

This successful test confirms that your automation between Google Ads and BigCommerce via Pabbly Connect is functioning correctly. Now, every time a new lead is generated, it will automatically create a customer in your BigCommerce account, streamlining your sales process.


Conclusion

In conclusion, using Pabbly Connect to automate the creation of BigCommerce customers from Google Ads leads is an efficient way to manage your e-commerce business. By following this step-by-step tutorial, you can seamlessly integrate these applications and enhance your customer management process.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Get Pushover Notification on Shopify Sale | Shopify to Pabbly Connect

Learn how to set up Pabbly Connect to get Pushover notifications for new Shopify sales. Step-by-step guide to automate your e-commerce notifications. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Shopify Notifications

To start receiving Pushover notifications for new orders in your Shopify store, you’ll need to set up Pabbly Connect. First, create a free account on Pabbly Connect by following the link provided. This process takes just a few minutes.

Once you’ve signed up, log into your Pabbly Connect dashboard. Here, you will create a new workflow that connects Shopify and Pushover. Click on the ‘Create Workflow’ button, name your workflow (e.g., ‘Shopify to Pushover’), and select the appropriate folder to organize your workflow.


2. Configuring Shopify as the Trigger in Pabbly Connect

In the trigger window of your newly created workflow, search for ‘Shopify’ and select it. Choose the version 2 of Shopify and set the trigger event to ‘New Order’. This will allow Pabbly Connect to capture new orders from your Shopify store.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. This URL needs to be copied and added to your Shopify settings. Follow these steps to do so:

  • Go to your Shopify account and navigate to Settings.
  • Select Notifications from the left sidebar.
  • Click on Webhooks and then Create Webhook.
  • Choose ‘Order Creation’ as the event and paste the webhook URL from Pabbly Connect.
  • Select JSON as the format and save your changes.

After saving, your Shopify account will be connected to Pabbly Connect, and the workflow will wait for a response from Shopify when a new order is placed.


3. Testing the Shopify Integration with Pabbly Connect

Next, you’ll want to test the integration by placing a dummy order in your Shopify store. This step ensures that Pabbly Connect correctly captures the order details. Go to your Shopify store and select a product to purchase.

During checkout, fill in the necessary customer details such as name, email, and address. Use Shopify’s test card information to complete the payment. After placing the order, return to your Pabbly Connect dashboard and check if the order details are captured in the workflow.

If successful, you will see all relevant information like the total amount, customer name, email, and product ordered. This confirms that Pabbly Connect is correctly receiving data from Shopify.


4. Setting Up Pushover Notifications in Pabbly Connect

Now that Pabbly Connect is receiving order details from Shopify, it’s time to set up Pushover to send notifications. In the action step of your workflow, search for ‘Pushover’ and select it. Then, choose the action event as ‘Push Notification’.

To connect your Pushover account, you will need your API token. Click on the provided link in Pabbly Connect to generate this token in your Pushover account. After creating the token, copy it and paste it into the appropriate field in Pabbly Connect.

  • Enter your Pushover user key.
  • Compose your message for the notification, including details like customer name, email, product ordered, and total amount.
  • Set the priority and title for the notification.

Once everything is set up, save your settings and send a test notification to ensure it works correctly. If successful, you will receive a push notification on your mobile device, confirming that Pabbly Connect has successfully integrated Shopify with Pushover.


5. Final Testing and Automation Confirmation

To confirm that the automation is working, place another test order in your Shopify store. Follow the same steps as before, and upon completion, check your mobile device for the Pushover notification.

If you receive the notification with all the correct order details, the integration is fully operational. This setup allows you to receive real-time notifications for every new order placed in your Shopify store through Pabbly Connect.

By automating this process, you can stay updated on sales without needing to constantly check your Shopify dashboard. Remember, you can also clone this workflow for future use or modify it as needed.


Conclusion

In this guide, we explored how to set up Pabbly Connect to receive Pushover notifications for new orders in your Shopify store. With this automation, you can efficiently manage notifications for your e-commerce sales.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create and Send Experience Letter using Google Sheets & Google Docs with Pabbly Connect

Learn how to automate experience letter creation using Google Sheets and Google Docs with Pabbly Connect. Step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below


Setting Up Pabbly Connect for Experience Letters

To create and send experience letters, we will utilize Pabbly Connect to automate the process of integrating Google Sheets and Google Docs. First, sign up for a free account on Pabbly Connect. Once registered, navigate to the dashboard and click on the ‘Create Workflow’ button to begin.

In the workflow setup, name it something descriptive like ‘Google Sheets to Google Docs to Google Drive.’ This workflow will connect your Google Sheets, where employee details are stored, with Google Docs, where your experience letter template is located. By using Pabbly Connect, you can automate the entire process seamlessly.


Trigger Setup with Google Sheets in Pabbly Connect

Now, let’s set up the trigger in Pabbly Connect. In the trigger window, select Google Sheets as the app and choose the event ‘New or Updated Spreadsheet Row.’ This will allow the workflow to trigger whenever a new employee’s details are added to your Google Sheets.

After selecting the trigger event, Pabbly Connect will provide a webhook URL. Copy this URL and head to your Google Sheets. Go to Extensions, click on Add-ons, and then Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheets to ensure the add-on is active.

  • Install the Pabbly Connect Webhooks add-on.
  • Access Initial Setup from the Extensions menu.
  • Paste the copied webhook URL into the setup window.

After configuring the setup, test the connection by sending a test row from Google Sheets to Pabbly Connect. If successful, you will see the data reflected in your Pabbly Connect workflow.


Creating Documents in Google Docs with Pabbly Connect

Next, we will set up the action in Pabbly Connect to create a document in Google Docs. Choose Google Docs as the app and select the action event ‘Create Document from Template.’ Connect your Google Docs account by signing in through Pabbly Connect.

Once connected, select the template document you created for the experience letter. You can find this in the dropdown list of your Google Docs. For the new document’s name, map it to include the employee’s name and the term ‘Experience Letter’ to ensure clarity. This mapping will pull details directly from the trigger step responses.

  • Select the experience letter template from Google Docs.
  • Map employee details to the respective fields in the template.
  • Save and send a test request to verify the document creation.

Once the document is created, it will be stored in your specified Google Drive folder. This integration through Pabbly Connect ensures that all employee details are accurately reflected in the experience letter.


Sharing Documents and Uploading PDFs Using Pabbly Connect

After creating the document, the next step is to share it and upload the PDF version. Use Pabbly Connect to add another action step, this time selecting Google Drive. Choose the action event ‘Share a File with Anyone’ to change the document’s sharing settings.

Connect to Google Drive and map the document ID received from the previous step. This allows you to modify the sharing permissions so that anyone with the link can access the experience letter. Once this is done, you can retrieve the PDF link of the newly created document.

Select the document ID to change sharing permissions. Retrieve the PDF link from the response. Upload the PDF to a designated folder in Google Drive.

This step ensures that the experience letter is accessible in PDF format, facilitating easy distribution. The entire process is efficiently managed through Pabbly Connect, saving time and reducing manual effort.


Finalizing the Automation Workflow with Pabbly Connect

To complete the automation, you can upload the PDF file into a separate folder designated for experience letters. Use Pabbly Connect again to select Google Drive and choose the action event ‘Upload a File.’ Map the URL of the PDF file and specify the folder ID where you want to store it.

After entering the necessary details, test the upload action. Once successful, all experience letters generated will automatically be saved in the specified folder, ready for distribution. The entire workflow showcases how Pabbly Connect streamlines the process of creating and sending experience letters.

Additionally, if you have multiple employee details in your Google Sheets, you can use the ‘Send All Data’ option in the Pabbly Connect add-on to generate experience letters for all employees at once. This feature significantly enhances efficiency and ensures consistency across all documents.


Conclusion

This tutorial demonstrates how to create and send experience letters using Google Sheets and Google Docs with the help of Pabbly Connect. By automating the integration process, you can efficiently manage employee documentation with minimal effort.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automate Zoho Books Invoice Creation from Cognito Forms with Pabbly Connect

Learn how to automate Zoho Books invoice creation from Cognito Forms submissions using Pabbly Connect. Follow this detailed step-by-step tutorial. 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


1. Accessing Pabbly Connect for Integration

To begin automating the process of creating a Zoho Books invoice from Cognito Forms submissions, you first need to access Pabbly Connect. Simply type the URL Pabbly.com/connect in your browser to reach the homepage.

Once on the homepage, you will find options to sign in or sign up for free. Existing users can click on the ‘Sign In’ button, while new users should select ‘Sign Up for Free’ to create an account. After signing up, you will receive 100 free tasks each month to explore the features of Pabbly Connect.


2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ option. You will be prompted to name your workflow; enter ‘Create Zoho Books Invoice on Cognito Form Submission’ and select a folder for organization.

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

Once your workflow is created, you will see a screen with two important sections: Trigger and Action. The trigger indicates what event will start your workflow, while the action specifies what happens as a result of that trigger. In this case, the trigger will be a new entry in Cognito Forms, which will initiate the invoice creation in Zoho Books.


3. Connecting Cognito Forms as the Trigger

To set up Cognito Forms as your trigger in Pabbly Connect, select ‘Cognito Forms’ from the trigger application options. Then, choose the event ‘New Entry’ to start the workflow when a customer submits a form.

Next, you need to connect your specific Cognito form to Pabbly Connect using the webhook URL provided. Copy this URL and navigate to your Cognito Forms account, where you will enable the ‘Post Jon Data to a Website’ option and paste the webhook URL into the designated field.

  • Open your specific order form in Cognito Forms.
  • Enable the ‘Post Jon Data to a Website’ option.
  • Paste the copied webhook URL into the field and save.

After saving, return to Pabbly Connect to test the connection by submitting a sample order through your form. This will allow Pabbly Connect to capture the data from the form submission.


4. Integrating Zoho Books for Invoice Creation

With the Cognito Forms connection established, the next step is to set up Zoho Books as the action application in Pabbly Connect. Select ‘Zoho Books’ and choose the action event ‘Create Contact’ to add the customer from the form submission.

To create the contact, you will need to connect your Zoho Books account. Click on ‘Connect’ and provide the domain name from your Zoho Books URL. After successfully connecting, map the customer details such as name, email, and phone number to ensure that the information is dynamically populated for each new form submission.

Select ‘Create Contact’ as the action event. Map the customer details from the Cognito Forms submission. Click on ‘Save and Send Test Request’ to confirm the contact creation.

After creating the contact, you can now proceed to create the invoice by selecting ‘Create Sales Invoice’ as the next action in Pabbly Connect. Ensure that you map the customer ID from the previous step to link the invoice to the correct customer.


5. Finalizing the Invoice Creation Process

To finalize the invoice creation, you will need to set up another action in Pabbly Connect by selecting ‘Zoho Books’ again and choosing the action event ‘Create Sales Invoice’. Here, you will map the customer ID received from the contact creation step.

Additionally, ensure that you enter the line item details such as the product name and amount. If necessary, you can use the text formatter feature in Pabbly Connect to extract specific information from the product string, ensuring that only the required data is mapped to the invoice.

Select ‘Create Sales Invoice’ as the action event. Map the customer ID and product details. Click on ‘Save and Send Test Request’ to create the invoice.

Once the invoice is created successfully, you can verify it in your Zoho Books account. This automation ensures that every time a customer submits an order through Cognito Forms, an invoice is automatically generated in Zoho Books, streamlining your financial processes.


Conclusion

In conclusion, using Pabbly Connect, you can effectively automate the process of creating invoices in Zoho Books from Cognito Forms submissions. This integration not only saves time but also enhances accuracy in your invoicing process, allowing you to focus on growing your business.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Enroll ThriveCart Learn User on Tally Forms Submission with Pabbly Connect

Learn how to integrate Tally Forms with ThriveCart Learn using Pabbly Connect for seamless student enrollment. Follow our step-by-step tutorial now! 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


1. Accessing Pabbly Connect for Integration

To start the integration process, first access Pabbly Connect. This powerful automation tool allows you to connect Tally Forms and ThriveCart Learn seamlessly. If you are a new user, you can sign up for free, which includes 100 free tasks every month.

Once you are logged in, navigate to the Pabbly Connect dashboard. Here, you will see various applications. Click on the ‘Access Now’ button for Pabbly Connect to begin creating your workflow for enrolling students.


2. Creating a Workflow in Pabbly Connect

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

  • Enter the workflow name: ‘Enroll ThriveCart Learn User on Tally Form Submission’.
  • Select a folder to save the workflow, such as ‘Tally Forms Automation’.
  • Click the ‘Create’ button to finalize the setup.

Your new workflow should now be visible, featuring two main sections: Trigger and Action. The Trigger will be set to Tally, capturing new form submissions, while the Action will be set to ThriveCart Learn, enrolling users automatically.


3. Setting Up Trigger with Tally Forms

In the workflow created in Pabbly Connect, select Tally as the trigger application. For the trigger event, choose ‘New Response’. This allows the workflow to capture data whenever a student submits a form.

After selecting the trigger, you will receive a unique webhook URL from Pabbly Connect. Copy this URL and navigate to your Tally form settings. Go to the Integrations section, and paste the webhook URL into the endpoint URL field.

  • Open your Tally form and go to Settings.
  • Select Integrations and click on the Connect button under Webhooks.
  • Paste the copied webhook URL and click Connect.

Once connected, return to Pabbly Connect and check if it is waiting for a response. Perform a test submission on your Tally form to ensure the connection is successful.


4. Configuring Action to Enroll Users in ThriveCart Learn

After successfully setting up the trigger, it’s time to configure the action in Pabbly Connect. Select ThriveCart Learn as the action application and choose the action event ‘Create New Student’. This step is crucial for enrolling the student automatically.

Click the Connect button to establish a connection between Pabbly Connect and ThriveCart Learn. You will need an API token for this connection, which can be generated in your ThriveCart account under the API and Webhook settings.

Create a new API key in ThriveCart and name it appropriately. Copy the API key and paste it into the token field in Pabbly Connect. Fill in the required details for the new student from the Tally form submission.

Mapping the data from the Tally form to ThriveCart Learn is essential. Ensure that you map the student’s email and name correctly to enroll them into the desired course.


5. Testing the Integration for Successful Enrollment

To finalize your setup in Pabbly Connect, click on the ‘Save and Send Test Request’ button. This action will simulate the enrollment process. If everything is configured correctly, you will receive a positive response indicating that the student has been successfully enrolled.

Log in to your ThriveCart Learn account to verify the enrollment. Navigate to the ‘My Students’ section, and you should see the newly added student with their details. This confirms that the integration between Tally Forms and ThriveCart Learn via Pabbly Connect is working as intended.

Check the student’s profile in ThriveCart to ensure all information is correct. Repeat the process with different test submissions to confirm consistent functionality.

With this setup, you have successfully automated the enrollment process, saving time and enhancing the experience for your students.


Conclusion

This tutorial demonstrated how to enroll ThriveCart Learn users automatically upon Tally Forms submission using Pabbly Connect. By following these steps, you can streamline your enrollment process and improve your educational offerings.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to integrate IndiaMART leads with Salesforce using Pabbly Connect in this step-by-step tutorial for dog training services. 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


1. Accessing Pabbly Connect to Start Integration

To begin integrating IndiaMART leads into Salesforce, first access Pabbly Connect. This platform enables seamless automation without requiring coding skills. Open your web browser and navigate to the Pabbly Connect website.

Once there, sign in with your existing account or create a new one if you’re a new user. After logging in, you will be directed to the Pabbly Connect dashboard where you can manage your workflows and integrations.


2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, it’s time to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow as ‘Add IndiaMART Leads to Salesforce for Dog Training Service’. Select the folder where you want to save this workflow.

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

In the trigger event, choose the option for ‘New Leads’. This setup will ensure that every time a new lead is generated in IndiaMART, it triggers the workflow in Pabbly Connect.


3. Setting Up IndiaMART Integration with Pabbly Connect

To connect IndiaMART with Pabbly Connect, you will need a webhook URL. This URL acts as a bridge between IndiaMART and Pabbly Connect. Once you have set the trigger, copy the webhook URL provided by Pabbly Connect.

Next, log in to your IndiaMART account and navigate to the ‘Lead Manager’. Click on the three dots to access the ‘Import/Export Leads’ option, and then select ‘Push API’. Here, you will need to enter the CRM platform name as ‘Pabbly Connect’ and paste the copied webhook URL.


4. Testing the Connection Between IndiaMART and Pabbly Connect

Once you have set up the webhook URL in IndiaMART, it’s crucial to test the connection. Go back to Pabbly Connect and you should see a message indicating that it is waiting for a webhook response. To test this, submit a query from your IndiaMART profile to your own business.

Upon successfully submitting a query, Pabbly Connect will capture this response. You should see the details of the lead, including the unique query ID, name, email, and other relevant information.

  • Make sure to check that the response status is successful.
  • Verify that all necessary lead details are captured correctly.

This step confirms that the integration between IndiaMART and Pabbly Connect is functioning correctly, allowing for automatic lead capturing.


5. Adding Leads to Salesforce from Pabbly Connect

With the connection established, it’s time to add the leads to Salesforce. In Pabbly Connect, select Salesforce as your action application. Choose the action event as ‘Create Lead’. Click on ‘Connect’ to establish a connection between Pabbly Connect and Salesforce.

Authorize the connection by logging into your Salesforce account and granting the necessary permissions. Once connected, map the lead details from the previous response into the Salesforce fields, ensuring that all relevant information is transferred accurately.

Map the first name and last name using the text formatter feature in Pabbly Connect. Enter the product name and other lead details as required.

Finally, click on ‘Save and Send Test Request’ to confirm that the lead has been successfully created in Salesforce. Check your Salesforce account to verify that the lead appears with all the correct details.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding IndiaMART leads to Salesforce for a dog training service. By following each step carefully, you can streamline your lead management process efficiently.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create Zoho CRM Contact on Webflow Form Submission Using Pabbly Connect

Learn how to automate the creation of Zoho CRM contacts from Webflow form submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Webflow to Zoho CRM Integration

To create a Zoho CRM contact on Webflow form submission, you need to set up Pabbly Connect. Begin by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and start with 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and give it a name, such as ‘Create Zoho CRM Contact on Webflow Form Submission’. This will help you identify the workflow later.


2. Configuring Webflow as the Trigger Application

In this step, you will set up Webflow as the trigger application in Pabbly Connect. Select Webflow from the list of applications and choose the trigger event as ‘Form Submitted’. This means every time a form is submitted on Webflow, it will trigger the workflow.

  • Select the Webflow account you want to connect.
  • Copy the API token from your Webflow account settings.
  • Paste the API token into Pabbly Connect to authorize the connection.

After successfully connecting your Webflow account, test the trigger to ensure that Pabbly Connect can capture the form submission data. This step is crucial as it confirms that the integration is set up correctly.


3. Setting Up Zoho CRM as the Action Application

Next, you will configure Zoho CRM as the action application in Pabbly Connect. Choose Zoho CRM from the list and select the action event as ‘Create Contact’. This means that each time the trigger from Webflow activates, a new contact will be created in Zoho CRM.

To connect your Zoho CRM account, you will need to enter your Zoho domain. Copy your Zoho domain from your Zoho CRM account URL, for example, ‘yourdomain.zoho.com’. Paste this into Pabbly Connect to establish the connection.

  • Provide the required details like First Name, Last Name, Email, and Phone Number.
  • Use the mapping feature to pull data from the Webflow form submission.
  • Test the action to verify that a new contact is created in Zoho CRM.

Once the test is successful, you can finalize the workflow. This integration will now automatically create a Zoho CRM contact whenever there is a new submission on your Webflow form.


4. Finalizing the Integration in Pabbly Connect

After testing both the trigger and action steps in Pabbly Connect, it’s time to finalize your integration. Ensure that all fields are correctly mapped, and the data from Webflow is accurately reflected in Zoho CRM. Review the workflow to make sure it meets your needs.

Once you are satisfied with the setup, click on the ‘Save’ button to activate the workflow. This will enable the automation, so you don’t have to manually create contacts in Zoho CRM anymore. Every form submission will now trigger the creation of a contact automatically.

Additionally, you can check the history of the workflow in Pabbly Connect to monitor the submissions and see if contacts are being created as expected. This will help you ensure that the integration is functioning smoothly.


5. Conclusion

In this tutorial, you learned how to create Zoho CRM contacts from Webflow form submissions using Pabbly Connect. By following these steps, you can automate your workflow and save valuable time. This integration allows for seamless data transfer between Webflow and Zoho CRM, enhancing your digital marketing efforts.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Now, you can focus on other important tasks while Pabbly Connect takes care of your contact management needs. Automate your processes today and improve your efficiency!


How to Set Up Webhook Inside SendX Using Pabbly Connect

Learn how to set up a webhook inside SendX using Pabbly Connect to automate your email marketing tasks effortlessly. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below


1. Introduction to Pabbly Connect and SendX

In this tutorial, we will learn how to set up a webhook inside SendX using Pabbly Connect. This integration allows you to automate email marketing tasks efficiently. SendX is a powerful email marketing tool that helps businesses manage their email campaigns effectively.

With Pabbly Connect, you can link SendX with various applications seamlessly. This means you can automate tasks such as sending data from SendX to Google Sheets or sending WhatsApp messages. Let’s explore how to create this integration step by step.


2. Setting Up Webhook Inside SendX Using Pabbly Connect

To start, log in to your SendX account. Navigate to the automation section where you can create a new automation. The first step is to select Pabbly Connect as your integration tool. This will allow you to set up a webhook that captures data from SendX.

  • Go to the automation section in SendX.
  • Click on ‘Create Automation’ and name your automation.
  • Select ‘Webhook’ as the trigger option.

Once you have selected the webhook, you will receive a unique webhook URL from Pabbly Connect. This URL acts as a bridge for data transfer. Copy this URL to set up the connection in SendX.


3. Configuring the Webhook in SendX

After copying the webhook URL, return to your SendX account and paste this URL into the webhook settings. This step is crucial as it enables SendX to communicate with Pabbly Connect. You will need to choose the specific event that triggers the webhook.

For example, select the event ‘Contact Added via Popup Form’. This means that every time a new contact is added through your popup form, SendX will send the data to Pabbly Connect. Make sure to save these settings to activate the webhook.


4. Testing the Webhook Integration

To ensure that your webhook setup is working properly, you need to perform a test submission. Go to your website where the popup form is located. Fill in the form with test data and submit it. This action will trigger the webhook you set up in SendX.

After submitting the form, return to Pabbly Connect. You should see that the response from SendX has been captured successfully. This indicates that your webhook is functioning correctly and data is being transferred seamlessly.


5. Expanding Automation Options with Pabbly Connect

Now that your webhook is set up and tested, you can expand your automation options. With Pabbly Connect, you can integrate other applications like Google Sheets or WhatsApp to enhance your email marketing capabilities.

  • Add Google Sheets as an action to store contact details automatically.
  • Send automated WhatsApp messages to new contacts.
  • Customize your workflows based on specific triggers.

This flexibility allows you to automate various tasks and improve your marketing efficiency with Pabbly Connect.


Conclusion

Setting up a webhook inside SendX using Pabbly Connect allows you to automate your email marketing processes effectively. This integration simplifies data management and enhances communication with your contacts. By following the steps outlined above, you can streamline your marketing efforts and improve overall efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.