Author: Rajpal Tomar

Learn how to automate Zendesk user creation from FlexiFunnels purchases using Pabbly Connect in this detailed step-by-step tutorial. 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 Automation

To start the integration process, you need to access Pabbly Connect. This platform allows you to automate workflows between applications like FlexiFunnels and Zendesk seamlessly. Begin by visiting the Pabbly website and signing into your account.

Once you’re logged in, navigate to the Pabbly Connect dashboard. Here, you can manage all your workflows. If you are a new user, you can sign up for a free account, which offers 100 tasks monthly. This is essential for creating your automation.

---

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect to automate user creation in Zendesk when a purchase is made in FlexiFunnels. Click on the ‘Create Workflow’ button, and name the workflow appropriately.

• Select a workflow name: ‘Create Zendesk User on FlexiFunnels Purchase’
• Choose the folder to save the workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two boxes for Trigger and Action. The Trigger will be ‘New Purchase’ from FlexiFunnels, and the Action will be to create a user in Zendesk. This setup allows Pabbly Connect to listen for new purchases and react accordingly.

---

3. Setting Up the Trigger for FlexiFunnels Purchase

Next, you need to configure the Trigger in Pabbly Connect. Select FlexiFunnels as the trigger application and choose ‘New Purchase’ as the event. This tells Pabbly Connect to monitor your FlexiFunnels account for any new purchases.

To connect FlexiFunnels with Pabbly Connect, you will need to copy the provided webhook URL. This URL acts as a bridge between the two applications. Open your FlexiFunnels account, navigate to the product settings, and add this webhook URL in the designated field.

• Open the product settings in FlexiFunnels.
• Add the webhook URL under the rules for new purchases.
• Save the settings to complete the connection.

After saving, return to Pabbly Connect and check for a webhook response. This indicates that the connection between FlexiFunnels and Pabbly Connect is successfully established.

---

4. Configuring the Action to Create User in Zendesk

With the Trigger set up, it’s time to configure the Action in Pabbly Connect. Select Zendesk as the action application and choose ‘Create User’ as the action event. This will allow you to create a new user in Zendesk automatically whenever a new purchase is made.

To connect Zendesk with Pabbly Connect, you will need your Zendesk account details: API token, username, and subdomain. Navigate to the Zendesk Admin Center, generate an API token, and copy it. Then, enter this information in Pabbly Connect to establish the connection.

Generate a new API token in Zendesk. Enter your username and subdomain in the Pabbly Connect settings. Save the connection to proceed.

After saving, map the fields from the FlexiFunnels response to the Zendesk user creation fields. This ensures that the user information is correctly transferred to Zendesk.

---

5. Testing the Integration Workflow

Finally, you need to test the integration to ensure everything is working correctly. Go back to your FlexiFunnels account and make a new purchase using dummy details. This action should trigger the workflow in Pabbly Connect.

Once the purchase is completed, check your Pabbly Connect workflow for the response. You should see the details of the purchase recorded there. If successful, refresh your Zendesk account to confirm that the new user has been created automatically.

Make a test purchase in FlexiFunnels. Check the Pabbly Connect workflow for the response. Verify that the user is created in Zendesk.

If all steps are completed successfully, you have now automated the process of creating a Zendesk user from a FlexiFunnels purchase using Pabbly Connect.

---

Conclusion

In this tutorial, we detailed how to create a Zendesk user on FlexiFunnels purchase using Pabbly Connect. By following these steps, you can automate the user creation process, saving time and enhancing productivity. This integration allows for seamless operations between your FlexiFunnels and Zendesk accounts.

Learn how to integrate Flowlu with Contact Form 7 using Pabbly Connect to automate contact creation with this step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect to Start Integration

To create a Flowlu contact on Contact Form 7 submission, you need to use Pabbly Connect. Start by opening the Pabbly Connect landing page in your browser. If you’re a new user, click on ‘Sign up for free’ for 100 tasks free each month. Existing users should click ‘Sign in’ to access their accounts.

Once logged in, navigate to the dashboard and select Pabbly Connect from the list of applications. Click on the ‘Access Now’ button to enter your Pabbly Connect workspace. Here, you will create a new workflow for the integration.

---

2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter a name like ‘Create Flowlu Contact on Contact Form 7 Submission’ and select a folder for the workflow, such as ‘Automations’. Click on ‘Create’ to proceed. using Pabbly Connect

• Name your workflow as ‘Create Flowlu Contact on Contact Form 7 Submission’.
• Select the appropriate folder for your workflow.
• Click on ‘Create’ to set up the workflow.

After creating the workflow, you will see the workflow window where you can set up your trigger and action. The trigger is what starts the workflow, and actions are what happens as a result. In this case, your trigger will be Contact Form 7.

---

3. Setting Up Trigger for Contact Form 7

Now, select Contact Form 7 as your trigger application in Pabbly Connect. Search for ‘Contact Form 7’ and select it. Next, choose the trigger event as ‘New Form Submission’. This means the workflow will start every time a new form is submitted. using Pabbly Connect

Once selected, Pabbly Connect will provide you with a Webhook URL. Copy this URL as it will be used to connect your Contact Form 7 with Pabbly Connect. Install and activate the Contact Form 7 plugin in your WordPress dashboard if you haven’t done so already.

• Select Contact Form 7 as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the Webhook URL provided by Pabbly Connect.

Next, go to your WordPress dashboard, navigate to Contact Forms, and edit the form you want to connect. In the Webhook section, check the box for ‘Send to Webhook’ and paste the copied URL. Save the changes to complete the setup of the trigger.

---

4. Testing the Integration with Pabbly Connect

After setting up the trigger, you need to test the connection. Go back to the form you edited in WordPress and submit a test entry. For example, enter a first name, last name, email, and phone number, and submit the form. using Pabbly Connect

Once you submit the form, check back in Pabbly Connect. You should see that the test submission data has been captured successfully. This confirms that the trigger is working correctly and that Pabbly Connect is receiving the data from Contact Form 7.

Submit a test entry in your Contact Form 7. Check Pabbly Connect for the captured submission data. Ensure that the data matches the submitted form details.

If the test submission is successful, you can proceed to set up the action that creates a Flowlu contact based on the captured data.

---

5. Creating Flowlu Contact from Pabbly Connect

Now, select Flowlu as your action application in Pabbly Connect. Search for ‘Flowlu’ and select it. Choose the action event as ‘Create CRM Account Contact’. This action will create a new contact in your Flowlu account each time a form is submitted. using Pabbly Connect

To connect your Flowlu account, you will need to provide an API key and account URL. Follow the instructions in Pabbly Connect to obtain your API key from your Flowlu account settings. Once you have the API key and account URL, paste them into the respective fields in Pabbly Connect.

Select Flowlu as the action application. Choose ‘Create CRM Account Contact’ as the action event. Input your Flowlu API key and account URL.

After connecting Flowlu, you will need to map the fields from the trigger step to the action step. For example, map the first name, last name, email, and phone number from the Contact Form 7 submission to the corresponding fields in Flowlu. Once all required fields are mapped, click on ‘Save and Send Test Request’ to create a contact in Flowlu.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of Flowlu contacts from Contact Form 7 submissions. By following the steps outlined, you can streamline your lead management process without manual effort. This integration allows you to efficiently capture and organize inquiries into your CRM.

Learn how to automate GoToWebinar registrations from Notion items using Pabbly Connect. Step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

---

Accessing Pabbly Connect for Automation

To create a GoToWebinar meeting registrant from a Notion item, you first need to access Pabbly Connect. This platform serves as the central hub for your automation needs, allowing you to integrate various applications seamlessly. Start by visiting the Pabbly Connect website and logging into your account or signing up for free if you’re a new user.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can find all the applications available for integration. Click on the ‘Access Now’ button next to Pabbly Connect to begin creating your workflow.

---

Creating a Workflow in Pabbly Connect

To set up your automation process, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow. Enter a descriptive name such as ‘Create GoToWebinar Meeting Registrant from Notion Item’ and select a folder to save it in.

• Enter the workflow name
• Choose a folder for organization
• Click on the ‘Create’ button

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

---

Setting Up the Trigger in Notion

In the Trigger application section, select Notion and choose the event as ‘New Database Item’. This event captures whenever a new item is added to your Notion database. Click on the ‘Connect’ button to establish a connection with your Notion account.

Once connected, you will need to select the specific page that contains your registrant details. After selecting the page, authorize Pabbly Connect to access your Notion data. This step is crucial as it allows Pabbly Connect to pull data from your Notion account whenever a new item is added.

• Select ‘Notion’ as the Trigger application
• Choose ‘New Database Item’ as the event
• Connect and authorize your Notion account

After successfully authorizing Notion, you will be prompted to select the database ID. This ID corresponds to the database where you store participant details. Once selected, click on the ‘Save and Send Test Request’ button to ensure that the connection is working correctly.

---

Setting Up the Action Step in GoToWebinar

After configuring the trigger, you will set up the Action step to create a registrant in GoToWebinar. In the Action application section, select GoToWebinar and choose the event as ‘Create Registrant’. Click on the ‘Connect’ button to link your GoToWebinar account with Pabbly Connect.

Upon connecting, you will be required to fill in the webinar details such as the start and end times in UTC format. Use an IST to UTC converter to accurately convert your Indian Standard Time to UTC. Enter these times in the correct format as requested by GoToWebinar.

Select ‘GoToWebinar’ as the Action application Choose ‘Create Registrant’ as the event Fill in the webinar details including UTC times

Next, you need to select the specific webinar for which you want to create the registrant. Map the data from the Notion trigger to the required fields in GoToWebinar, such as first name, last name, email, and phone number. This mapping ensures that the correct information is sent to GoToWebinar.

---

Testing and Activating the Integration

Once all fields are mapped, click on the ‘Save and Send Test Request’ button to test the integration. If everything is set up correctly, you will receive a positive response indicating that the registrant has been successfully created in GoToWebinar.

To verify, go to your GoToWebinar account and refresh the registrant list for your webinar. You should see the new registrant’s details reflected there. This confirms that Pabbly Connect has successfully automated the process of registering participants from Notion to GoToWebinar.

With this integration, you can now focus on delivering your webinars without worrying about manually registering participants. The automation saves you time and enhances your workflow efficiency.

---

Conclusion

In this tutorial, we explored how to create GoToWebinar meeting registrants from Notion items using Pabbly Connect. By following these steps, you can streamline your registration process and enhance your productivity. Automating this task ensures that your participants are registered seamlessly, allowing you to concentrate on delivering value during your webinars.

Learn how to automate the enrollment of TagMango users from Facebook Lead Ads using Pabbly Connect. This step-by-step guide covers everything you need to know!

Watch Step By Step Video Tutorial Below

---

Accessing Pabbly Connect for Integration

To begin the process of enrolling TagMango users from Facebook Lead Ads, you need to access Pabbly Connect. This powerful integration platform allows you to automate workflows between different applications seamlessly. Start by visiting the Pabbly Connect website and sign in to your account. If you’re new, you can sign up for free and receive 100 tasks each month.

Once logged in, you will see the dashboard. From here, click on the ‘Access Now’ button under Pabbly Connect. This will take you to the Pabbly Connect dashboard where you can create a new workflow to integrate Facebook Lead Ads with TagMango.

---

Creating a Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect that connects Facebook Lead Ads to TagMango. 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 TagMango User from Facebook Lead Ads Lead’ and select an appropriate folder, such as ‘Facebook Lead Ads Automations’.

After naming the workflow and selecting the folder, click on the ‘Create’ button. Once the workflow is created, you will see two sections: trigger and action. The trigger will initiate the workflow when a new lead is generated from Facebook Lead Ads, while the action will enroll that lead as a user in TagMango.

---

Setting Up Trigger with Facebook Lead Ads

The next step involves setting up the trigger in Pabbly Connect. Select Facebook Lead Ads as your trigger application and choose the event as ‘New Lead Instant’. Click on the ‘Connect’ button to establish a connection. If you don’t have a connection yet, click on ‘Add New Connection’. Ensure you are logged into your Facebook account in another tab to simplify the connection process.

• Select your Facebook page used for lead generation.
• Choose the lead generation form you created.
• Click on ‘Save and Send Test Request’ to check the connection.

After clicking on ‘Save and Send Test Request’, toggle the simple response button on. You will need to generate a test lead using the Facebook Lead Ads assisting tool to verify that Pabbly Connect captures the lead details successfully. Once the test lead is generated, you can check the response captured in your Pabbly Connect workflow.

---

Setting Up Action with TagMango

Now that the trigger is set, it’s time to configure the action step using Pabbly Connect. Select TagMango as the action application and choose ‘Create User’ as the action event. Click on ‘Connect’ and add a new connection by providing the API key from your TagMango account. To find the API key, go to the automation section in your TagMango dashboard and copy the key provided.

Once the connection is established, you will need to fill in the required fields for user enrollment. Map the data from the previous step to the corresponding fields in TagMango, including the user’s name, email, phone number, and the Mango ID of the course you wish to enroll them in.

• Map the user’s name from the Facebook Lead Ads response.
• Enter the Mango ID of the course, which can be found in your TagMango account.
• If applicable, enter any coupon codes for the course.

After entering all the necessary details, click on ‘Save and Send Test Request’ to finalize the process. If successful, you will see a confirmation that the user has been enrolled in TagMango.

---

Testing the Integration

To ensure that the integration between Facebook Lead Ads and TagMango via Pabbly Connect is working correctly, generate another test lead. Use the Facebook Lead Ads assisting tool to create a new lead. Remember to delete any existing leads before creating a new one to avoid conflicts.

Once you’ve filled in the lead details, submit the form. After submission, go back to your TagMango account and refresh the page to verify that the new lead has been enrolled successfully. Check the details such as name, email, and course ID to confirm everything is accurate.

This testing process demonstrates the effectiveness of using Pabbly Connect for automating the enrollment of users from Facebook Lead Ads into TagMango, streamlining your workflow and saving valuable time.

---

Conclusion

In this tutorial, we explored how to enroll TagMango users from Facebook Lead Ads using Pabbly Connect. By automating this process, course creators can efficiently manage leads and enhance user engagement. With Pabbly Connect, integrating various applications is straightforward and effective, making it an essential tool for online businesses.

Learn how to automate the creation of Pipedrive persons from Instamojo payments using Pabbly Connect. Follow this detailed tutorial step by step! 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

---

1. Accessing Pabbly Connect for Integration

To integrate Instamojo and Pipedrive, you will first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re new, you can sign up for a free account, which includes 100 free tasks each month.

Once logged in, you will see the dashboard where all Pabbly applications are listed. Click on the ‘Access Now’ button for Pabbly Connect to begin setting up your automation workflow.

---

2. Creating a Workflow in Pabbly Connect

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

• Enter the workflow name: ‘Create Pipedrive Person on Instamojo Payment’.
• Select the folder where you want to save this workflow.
• Click on the ‘Create’ button to finalize the workflow setup.

Once the workflow is created, you will see two windows: one for the trigger and one for the action. The trigger captures when an event occurs, and the action defines what happens as a result.

---

3. Setting Up the Trigger with Instamojo

For the trigger application, select Pabbly Connect as Instamojo V1. This step is crucial as it allows you to capture payments made through Instamojo. Choose the trigger event as ‘New Sale’ to ensure that every successful payment triggers the automation.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect Instamojo to Pabbly Connect.

• Log into your Instamojo account and navigate to your smart page.
• Go to the edit page settings and toggle the webhook option on.
• Paste the copied webhook URL and select the information to send as successful payments.

Save your changes in Instamojo to ensure that it can now communicate with Pabbly Connect.

---

4. Testing the Integration

Now that the webhook is set up, it’s time to test the integration. Go back to your Pabbly Connect workflow and scroll down to see that it is waiting for a webhook response. To test, perform a test payment using the smart page you created earlier.

Fill in the customer information, including first name, last name, and email, then proceed to pay. Once the payment is completed, check Pabbly Connect to see if it has captured the payment response.

Verify that the payment status shows as success. Check if the customer details are correctly captured in the workflow.

If everything is set up correctly, you should see the payment details, including the customer’s name and email, captured in Pabbly Connect.

---

5. Creating a Person in Pipedrive

With the trigger successfully set up, it’s time to configure the action step. Select Pabbly Connect as the action application and choose ‘Create Person’ in Pipedrive as the action event. Click on the connect button to link your Pipedrive account.

To connect Pipedrive, you will need to enter your API token. Log into your Pipedrive account, navigate to your profile, and find the API section to copy your API token. Paste it into the Pabbly Connect workflow to establish the connection.

Map the necessary fields using the data captured from the previous steps. Ensure to include the customer’s first name, last name, email, and phone number. Click on the ‘Save and Test’ button to finalize the action setup.

Once the setup is complete, check your Pipedrive account to confirm that a new person has been added successfully. This confirms that the integration between Instamojo and Pipedrive using Pabbly Connect is working perfectly.

---

Conclusion

In this tutorial, you learned how to automate the process of creating Pipedrive persons from Instamojo payments using Pabbly Connect. This integration streamlines your customer management, ensuring that every payment results in a new contact in your CRM system.

Learn how to automate sending Razorpay payment links through Google Forms submissions using Pabbly Connect, and update Google Sheets effectively. 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

---

1. Setting Up Pabbly Connect for Automation

To automate sending Razorpay payment links through Google Forms submissions, we start with Pabbly Connect. First, create a free account on Pabbly Connect to access its features. Once signed up, navigate to the dashboard to start creating your automation workflow.

Click on the ‘Create Workflow’ button, give it a name like ‘Google Forms to Razorpay to Google Sheets’, and select the folder where you want to save it. This setup initiates your automation process, allowing you to connect Google Forms with Razorpay seamlessly through Pabbly Connect.

---

2. Connecting Google Forms as a Trigger in Pabbly Connect

In this step, we will link Google Forms to Pabbly Connect so that every new submission triggers the workflow. Select Google Forms from the trigger options and choose ‘New Response Received’ as the trigger event.

• Copy the webhook URL provided by Pabbly Connect.
• Go to your Google Form, click on the ‘Responses’ tab, and link it to Sheets.
• Install the Pabbly Connect Webhooks add-on from Google Workspace Marketplace.

After installing, refresh the Google Sheet, go to Extensions > Pabbly Connect Webhooks, and click on ‘Initial Setup’. Here, paste the webhook URL and select the trigger column, typically the last column with data. Click ‘Submit’ to finalize the setup, enabling Pabbly Connect to capture new form responses automatically.

---

3. Generating Razorpay Payment Link

Once the Google Forms trigger is set, we move to create a payment link using Razorpay through Pabbly Connect. In the action step, search for Razorpay and select the action event as ‘Create Payment Link’.

Connect your Razorpay account by entering the API Key ID and Secret. These can be found in your Razorpay account under Account Settings > API Keys. After entering these details, specify the amount in paisa (e.g., 9999 INR should be entered as 999900). Set the currency to INR and provide a description for the payment link.

• Map the user’s name, email, and mobile number from the Google Forms response.
• Set the expiry of the payment link to 24 hours before the selected workshop date.
• Enable SMS and Email notifications for the payment link.

After configuring these settings, click ‘Save and Send Test Request’ to generate the payment link. This link will be sent to the user automatically via email and SMS, showcasing how Pabbly Connect streamlines the payment process.

---

4. Updating Google Sheets with Payment Link and Status

The final step involves updating the Google Sheets with the generated payment link and its status. In Pabbly Connect, add another action step and choose Google Sheets as the app. Select ‘Update Row’ as the action event.

Connect your Google Sheets account and select the spreadsheet where you want to update the payment information. Map the row index from the trigger step to ensure the payment link is added to the correct row. Then, in the fields for payment link and status, map the respective data from Razorpay.

Map the payment link generated from Razorpay. Set the payment status to ‘Pending’ initially.

After completing the mapping, click ‘Save and Send Test Request’. This action updates your Google Sheets with the payment link and status, demonstrating the complete automation process facilitated by Pabbly Connect.

---

5. Testing the Complete Automation Workflow

To ensure everything is working correctly, test the entire automation by submitting a new response through your Google Form. This will trigger the workflow in Pabbly Connect, generating a payment link and updating the Google Sheets.

After submission, check your Google Sheets to see if the new row includes the payment link and status. You should also receive the payment link via email and SMS, confirming that the automation is functioning as intended.

This successful integration showcases how Pabbly Connect can automate complex workflows, saving time and improving efficiency in managing payments and registrations.

---

Conclusion

By following this tutorial, you can effectively use Pabbly Connect to automate the process of sending Razorpay payment links through Google Forms submissions and updating Google Sheets. This integration enhances your workflow, ensuring smooth payment collection and management.

Learn how to automate Mailercloud subscriber creation on Tally Forms submission with Pabbly Connect. Follow this 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

---

1. Accessing Pabbly Connect for Automation

To create or update a Mailercloud subscriber on Tally Forms submission, start by accessing Pabbly Connect. This platform allows you to automate the integration between Tally Forms and Mailercloud efficiently.

Begin by visiting the Pabbly website. If you’re a new user, click on ‘Sign up for free’ to explore the application. Existing users can simply log in to their accounts. Once logged in, navigate to the Pabbly Connect application to start creating your automation workflow.

---

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will need to name your workflow, such as ‘Create or Update Mailercloud Subscriber on Tally Forms Submission’. Choose an appropriate folder to save your workflow, like ‘Automations’.

• Click on ‘Create’ to initiate your workflow.
• This opens the workflow window, where you can set triggers and actions.

In this window, you will define the trigger event. For this integration, select ‘Tally’ as the trigger application and ‘New Response’ as the trigger event. This setup ensures that the workflow activates whenever a new response is submitted through Tally Forms.

---

3. Setting Up Tally Forms with Pabbly Connect

Next, you need to connect your Tally account with Pabbly Connect. After selecting Tally as the trigger, a Webhook URL will be generated. Copy this URL to integrate it with your Tally Forms.

• Log in to your Tally account and navigate to the form you want to connect.
• Go to the ‘Integrations’ tab and select ‘Webhooks’.
• Paste the copied Webhook URL and click ‘Connect’.

Once connected, Tally will wait for a response to confirm the integration. Perform a test submission on the Tally form to capture the response in Pabbly Connect. This step is crucial for ensuring that the integration works correctly.

---

4. Configuring Mailercloud in Pabbly Connect

After successfully setting up Tally Forms, the next step involves configuring Mailercloud within Pabbly Connect. Select Mailercloud as the action application and choose the action event as ‘Create or Update a Subscriber’. This action will allow you to automatically add new subscribers to your Mailercloud account.

You will need to add a new connection by providing your Mailercloud API key. To obtain the API key, navigate to the API Integrations section in your Mailercloud account.

Generate an API key by naming it (e.g., ‘Tally’) and clicking ‘Generate Key’. Copy this key back to Pabbly Connect and save the connection. Then, select the appropriate list in Mailercloud where you want to add the new subscribers.

---

5. Mapping Data from Tally Forms to Mailercloud

The final step is mapping the data collected from Tally Forms to Mailercloud. In Pabbly Connect, map the fields such as email, first name, and last name from the Tally response to the corresponding fields in Mailercloud. This ensures that the information is correctly transferred.

For each field, select the corresponding data from the previous Tally response. Leave any non-required fields blank if not applicable.

Once all necessary fields are mapped, click on ‘Save and Send Test Request’. This action will send the test data to Mailercloud. If successful, check your Mailercloud account to confirm the new subscriber has been added. This automation allows for seamless data transfer and efficient email marketing management.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to create or update Mailercloud subscribers automatically through Tally Forms submissions. By following these steps, you can streamline your email marketing efforts effectively.

Learn how to use Pabbly Connect to automate marketing email generation in seconds with AI. Step-by-step guide for integrating Google Sheets and OpenAI. 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. Setting Up Pabbly Connect for Email Automation

To start, you will need to set up Pabbly Connect to automate the email generation process. This involves creating a workflow that connects Google Sheets with OpenAI. First, sign up for a free account on Pabbly Connect and navigate to the dashboard.

Once in the dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘AI Agent for Emails from Google Sheets.’ Select the appropriate folder for your automation, then click on ‘Create’ to proceed. This sets the stage for integrating Google Sheets with OpenAI using Pabbly Connect.

---

2. Connecting Google Sheets to Pabbly Connect

The next step is to connect Google Sheets as the trigger app in your Pabbly Connect workflow. In the trigger section, search for ‘Google Sheets’ and select it. Choose the trigger event as ‘New or Updated Spreadsheet Row.’ This allows the automation to trigger whenever you enter a prompt in your Google Sheet.

• Select Google Sheets as the app.
• Choose the trigger event as New or Updated Spreadsheet Row.
• Copy the webhook URL generated by Pabbly Connect.

After copying the webhook URL, you will need to set it up in your Google Sheets. Go to Extensions, then Add-ons, and find ‘Pabbly Connect Webhooks.’ Install this add-on if you haven’t done so already. Once installed, refresh your Google Sheets and proceed to the initial setup of the add-on, entering the copied webhook URL.

---

3. Integrating OpenAI with Pabbly Connect

Now that you have connected Google Sheets, it’s time to integrate OpenAI. In the action step of your Pabbly Connect workflow, search for ‘OpenAI’ and select it. Choose the action event as ‘ChatGPT’ to generate the email content based on the prompt you entered in Google Sheets.

To connect OpenAI, you will need to enter your API key. You can obtain this by logging into your OpenAI account and navigating to the API keys section. After entering your API key in Pabbly Connect, select the AI model you wish to use, such as GPT-4, and configure the prompt to include the email request from Google Sheets.

• Select the AI model (e.g., GPT-4).
• Map the prompt from Google Sheets to the OpenAI action step.
• Ensure you have API credits in your OpenAI account.

This integration allows Pabbly Connect to send prompts to OpenAI and receive generated email content, including subject lines and bodies, based on your specifications.

---

4. Updating Google Sheets with Generated Emails

After receiving the email content from OpenAI, the next step is to update the same row in Google Sheets with the generated email details. In your Pabbly Connect workflow, add another action step, select Google Sheets, and choose the action event as ‘Update Row.’ This will allow you to update the email subject, header, and body back into the appropriate columns.

Connect your Google Sheets account again if prompted. Select the spreadsheet and sheet where you want to update the data. Map the row index from the trigger step to ensure the correct row is updated. Then, map the responses from OpenAI to the corresponding fields in Google Sheets.

Map the row index from the trigger step. Map the subject line, header, and body from OpenAI responses. Test the action to ensure data is updated correctly.

After saving and testing this action, you will see the generated email content automatically populated in your Google Sheets, completing the workflow.

---

5. Testing the Entire Automation Workflow

Finally, it’s time to test your entire automation setup. Enter a prompt in the first column of your Google Sheet, and within seconds, the AI agent powered by Pabbly Connect will generate the email subject line, header, and body, and update them in the same row. This demonstrates the efficiency and speed of using Pabbly Connect for email automation.

For example, entering a prompt like ‘Create a lead nurturing email’ will trigger the automation, and you will see the generated email details populated in your Google Sheet shortly after. This process illustrates how Pabbly Connect seamlessly integrates Google Sheets and OpenAI to automate email generation effectively.

With this setup, you can easily create marketing emails in seconds, significantly enhancing your productivity and efficiency in email marketing campaigns.

---

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the generation of marketing emails using Google Sheets and OpenAI. By following these steps, you can efficiently create and manage email content with minimal effort, enhancing your marketing strategy.

Learn how to automate the process of adding IndiaMART leads to Google Sheets for your stationary designing service using Pabbly Connect. Follow our detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads into Google Sheets, first, access Pabbly Connect. This platform allows you to automate tasks without coding. Simply visit the Pabbly website and sign in or create a new account if you’re a first-time user.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find various tools, but for this tutorial, we will focus on Pabbly Connect to create a workflow that connects IndiaMART with Google Sheets.

---

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on ‘Create Workflow’ to begin setting up the integration. Name your workflow something descriptive, like ‘Add IndiaMART Leads to Google Sheets for Stationary Designing Service’. Select a folder to save your workflow. using Pabbly Connect

• Click on ‘Create’ to access the workflow window.
• Choose IndiaMART as your trigger application.
• Select the trigger event as ‘New Lead’.

After selecting the trigger, Pabbly Connect provides a Webhook URL. This URL will be used to connect your IndiaMART account with the workflow. Copy this URL as you will need it later.

---

3. Configuring IndiaMART for Integration

Now, log in to your IndiaMART account and navigate to the Lead Manager section. From there, select the three dots for options and click on ‘Import/Export Leads’. Then, choose the ‘Push API’ option.

• Select ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied Webhook URL in the designated field.

After filling in these details, save the configuration. You will be prompted to generate an OTP to confirm the integration. Enter the OTP and submit to finalize the connection between IndiaMART and Pabbly Connect.

---

4. Setting Up Google Sheets for Lead Management

Next, we will integrate Google Sheets into our workflow. In Pabbly Connect, select Google Sheets as your action application. Choose ‘Add New Row’ as the action event. If you haven’t connected Google Sheets yet, click on ‘Add New Connection’ and sign in with your Google account. using Pabbly Connect

Select the spreadsheet where you want to add the leads. Choose the specific sheet within that spreadsheet. Map the fields from the IndiaMART lead details to the corresponding columns in Google Sheets.

After mapping the fields, click on ‘Save and Send Test Request’. This tests the integration, and if successful, the lead details will be added to your Google Sheets automatically.

---

5. Finalizing the Integration and Testing

Once you have mapped all the necessary fields, you can finalize the integration. Pabbly Connect will automatically run this workflow in the background. This means every time a new lead is generated in IndiaMART, it will be added to Google Sheets without any manual effort. using Pabbly Connect

To ensure everything is functioning correctly, test the workflow by generating a new lead in IndiaMART. Check your Google Sheets to confirm that the lead details appear as expected. This automation simplifies your lead management process significantly.

---

Conclusion

By utilizing Pabbly Connect, you can seamlessly integrate IndiaMART leads into Google Sheets for your stationary designing service. This automation saves time and enhances lead management efficiency, allowing you to focus more on your business.

Learn how to automate the creation or update of GoHighLevel contacts on Webflow form submissions using Pabbly Connect. Step-by-step guide included. 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 Automation

To automate the process of creating or updating GoHighLevel contacts on Webflow form submissions, we will use Pabbly Connect. First, visit the Pabbly Connect website by typing Pabbly.com/connect in your browser. Sign in to your Pabbly account or create a new one to get started.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create workflows that connect different applications. For this tutorial, we will set up a workflow that triggers on Webflow form submissions and performs actions in GoHighLevel, facilitated by Pabbly Connect.

---

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter a name like ‘Create or Update GoHighLevel Contact on Webflow Form Submission’ and select a folder to save it. This organization helps manage multiple workflows within Pabbly Connect.

• Click the ‘Create’ button to initiate the workflow.
• Set the trigger to ‘Webflow V1’ and the event to ‘New Form Submission’.
• Connect Webflow to Pabbly Connect using the provided webhook URL.

After completing these steps, your workflow will be ready to capture form submissions from Webflow. The integration between Webflow and Pabbly Connect is essential for triggering the next steps in the automation process.

---

3. Configuring Webflow to Work with Pabbly Connect

Now, navigate to your Webflow account. Select the site you want to integrate and go to its settings. Under ‘Apps and Integrations’, find the ‘Webhooks’ section. Click on ‘Add Webhook’ to set up the connection with Pabbly Connect.

• Select the trigger type as ‘Form Submission’.
• Paste the webhook URL from Pabbly Connect into the designated field.
• Save the webhook settings to establish the connection.

After saving, return to Pabbly Connect and test the connection by submitting a form on your Webflow site. This step is crucial to ensure that Webflow is correctly sending data to Pabbly Connect.

---

4. Creating or Updating GoHighLevel Contacts via Pabbly Connect

With the Webflow form submission successfully set up, the next step is to create or update contacts in GoHighLevel. In Pabbly Connect, select ‘Lead Connector V2’ as your action application. Choose the action event as ‘Create or Update Contact’ to proceed.

Connect your GoHighLevel account to Pabbly Connect by authenticating it. Once connected, map the fields from the Webflow form submission to the corresponding fields in GoHighLevel. This mapping ensures that the data is transferred accurately every time a form is submitted.

Map the first name, last name, email, and phone number from the Webflow response. Ensure to skip any non-required fields to maintain data integrity. Click ‘Save and Send Test Request’ to finalize the setup.

Once this is done, check your GoHighLevel account to verify that the contact has been created or updated successfully. This step confirms that the integration between Webflow and Pabbly Connect is functioning as intended.

---

5. Conclusion

In conclusion, using Pabbly Connect allows you to automate the process of creating or updating GoHighLevel contacts based on Webflow form submissions. By following the steps outlined, you can ensure that your leads are managed efficiently without manual intervention. This integration not only saves time but also enhances your workflow, making it easier to handle potential clients.

By leveraging the power of Pabbly Connect, you can streamline your business processes and focus on growth.