Author: Rudra Sisodiya

Learn how to automate sending a welcome WhatsApp message when a lead is captured through IndiaMART using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send a welcome WhatsApp message when a lead is captured via IndiaMART, you first need to access Pabbly Connect. This automation platform allows you to integrate various applications seamlessly.

Visit Pabbly’s website and sign up for a free account. Once you log in, you will see the dashboard where you can create workflows to automate tasks.

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2. Creating a Workflow in Pabbly Connect

In this section, you will learn how to create a workflow that sends a welcome WhatsApp message. Start by clicking on the ‘Create Workflow’ button on the top right corner of the dashboard.

• Select the workflow builder as ‘New Beta’ for a modern experience.
• Name your workflow as ‘Send Welcome WhatsApp Message When Lead is Captured via IndiaMART’.
• Choose a folder to save your workflow, such as ‘Automations’.

After creating the workflow, you will see options to set a trigger and action. This is where Pabbly Connect shines by allowing you to connect your IndiaMART account with WhatsApp.

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3. Setting Up the Trigger for New Leads

Now, you need to set up a trigger that activates when a new lead is captured from IndiaMART. Click on the ‘Set Trigger’ button and select ‘India’ as the trigger application.

Next, choose the event as ‘New Leads’. After selecting the event, click on ‘Connect’. You will receive a webhook URL from Pabbly Connect that you will use to connect your IndiaMART account.

• Copy the webhook URL provided by Pabbly Connect.
• Log in to your IndiaMART account and navigate to the lead manager.
• Select ‘Import/Export Leads’ and choose ‘Push API’ as the source.

Enter ‘Pabbly Connect’ as the platform name and paste the webhook URL to establish the connection. This step ensures that every new lead captured will trigger the automation.

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4. Sending the Welcome WhatsApp Message

After successfully setting up the trigger, it’s time to send the welcome WhatsApp message. Click on ‘Add Action Step’ and select ‘Interact’ as the action application.

Choose the event as ‘Send WhatsApp Template Message’. Click on ‘Connect’ to create a new connection with your Interact account. You will need to enter the secret key found in your Interact account settings.

Map the phone number field from the trigger step to ensure the message is sent to the right lead. Enter the template code for the welcome message you created in your Interact account. Fill in any variable values required by your message template.

Once all details are entered, click on ‘Save’ to finalize the action step. This integration through Pabbly Connect ensures that every lead receives a personalized welcome message automatically.

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5. Testing Your Integration

To ensure everything is working correctly, you need to test the integration. Generate a test lead in your IndiaMART account and check if the welcome WhatsApp message is sent.

After generating a test lead, go back to Pabbly Connect and see if the webhook response indicates success. If you see a successful response, it means your integration is set up correctly.

Check your WhatsApp to see if the welcome message has been received. If the message is not received, revisit the steps to ensure everything is set up correctly.

Once confirmed, you can start using this automation for all new leads captured via IndiaMART, enhancing your customer engagement right from the start.

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Conclusion

In this tutorial, we explored how to send a welcome WhatsApp message when a lead is captured via IndiaMART using Pabbly Connect. By following the steps outlined, you can automate your communication and improve your customer relationship management effectively.

Utilizing Pabbly Connect for this integration not only saves time but also helps in building trust with your prospects from the very first interaction.

Learn how to log sales from Stripe into Google Sheets for financial reporting using Pabbly Connect. Step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To log sales from Stripe into Google Sheets, you first need to access Pabbly Connect. This powerful automation platform allows seamless integration between various applications, including Stripe and Google Sheets.

To get started, open a web browser and type the URL www.Pabbly.com/connect. Once on the landing page, you will see options to ‘Sign In’ or ‘Sign Up Free’. If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply sign in.

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2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to start building your integration. Choose the ‘New Workflow Builder’ option for a modern experience. using Pabbly Connect

• Click on ‘Create Workflow’.
• Select a name for your workflow (e.g., ‘Log Sales to Google Sheets’).
• Choose a folder for your workflow or create a new one.

Once you have named the workflow, click on the ‘Create’ button to proceed. This will take you to the workflow setup page.

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3. Setting Up the Trigger with Stripe

In this section, you will set up the trigger to initiate your workflow. Select ‘Stripe’ as your trigger app. Next, choose the event that will start the workflow, which is ‘New Charge’ in this case.

Click on the ‘Connect’ button to establish the connection. You will receive a webhook URL from Pabbly Connect that you need to paste into your Stripe account. To do this, log into your Stripe account, navigate to the ‘Developers’ section, and select ‘Webhooks’.

• Click on ‘Add Endpoint’.
• Paste the webhook URL from Pabbly Connect.
• Select the event ‘Charge.succeeded’ to trigger the workflow.

After adding the endpoint, you will see confirmation that the webhook has been successfully added. This setup allows Pabbly Connect to receive data from Stripe whenever a payment is made.

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4. Configuring the Action in Google Sheets

Now that the trigger is set up, it’s time to configure the action app. Choose ‘Google Sheets’ as your action app and select the event ‘Add New Row’. This tells Pabbly Connect to create a new row in your Google Sheet for each new payment received. using Pabbly Connect

Click on the ‘Connect’ button to link your Google Sheets account. If you have an existing connection, select it; otherwise, create a new connection by signing into your Google account.

Select the spreadsheet where you want to log the sales (e.g., ‘New Payments’). Choose the specific sheet (e.g., ‘Sheet1’). Map the fields from Stripe to Google Sheets (e.g., Name, Email, Amount).

After mapping the fields, click on ‘Save and Send Test Request’ to ensure everything is working correctly. You should see the transaction details appear in your Google Sheet, confirming that the integration is successful.

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5. Testing the Integration

To verify that the integration works as intended, you will need to perform a test transaction in Stripe. Navigate to the Stripe dashboard and create a new payment using the test mode.

Once the payment is successful, return to Pabbly Connect to check if the webhook received the response. You should see the transaction details populated in the designated Google Sheet.

Check the Google Sheet for the new entry. Ensure all mapped fields are correctly populated.

If everything is set up correctly, you have successfully automated the process of logging sales from Stripe into Google Sheets using Pabbly Connect!

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Conclusion

This tutorial provided a detailed guide on how to log sales from Stripe into Google Sheets for financial reporting using Pabbly Connect. By following these steps, you can automate your sales logging process effectively.

Utilizing Pabbly Connect simplifies the integration between applications, allowing for efficient tracking of financial data.

Learn how to automate sending thank you emails after orders via Instamojo using SendGrid with Pabbly Connect in this 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

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1. Access Pabbly Connect for Integration

To send thank you emails after an order via Instamojo using SendGrid, first, access Pabbly Connect. Open your browser and search for Pabbly.com to reach the homepage of Pabbly Connect.

Once on the homepage, you can either sign up for free or log in if you are an existing user. New users can explore the platform with 100 free tasks every month. After logging in, you will see the dashboard where you can manage your integrations.

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2. Create a New Workflow in Pabbly Connect

To automate sending thank you emails, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. In the pop-up, give your workflow a name like ‘Send Thank You Emails After Order via Instamojo Using SendGrid’.

• Select a folder to save your workflow, such as ‘Automations’.
• Choose between the New Beta or Classic workflow builder.

After naming your workflow, proceed to set up the trigger by selecting ‘Insta Mojo’ as the application. This setup allows you to initiate the automation whenever a new payment is received through your Instamojo account.

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3. Set Up Trigger for New Payments in Instamojo

In this step, you will configure the trigger in Pabbly Connect to listen for new payments. Click on the ‘Add Trigger’ button and select ‘Insta Mojo’ as the application. Choose the event labeled ‘New Sale’ which activates when a new payment status is received.

Once selected, click on the ‘Connect’ button to establish the connection. You will receive a webhook URL that needs to be copied and added to your Instamojo account. Log into your Instamojo account, navigate to the payment page settings, and enable the webhook feature by pasting the URL.

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4. Configure SendGrid to Send Thank You Emails

After setting up the trigger, the next step in Pabbly Connect is to configure the action that sends the thank you emails via SendGrid. Click on ‘Add Action’ and select ‘SendGrid’ as the application. Choose the action event ‘Send Email’.

• Input your SendGrid API key to connect your SendGrid account.
• Map the customer email, subject, and content of the email using the data received from the trigger.

For the email content, you can personalize the message by including the customer’s name and thanking them for their purchase. After mapping all necessary fields, save the action to finalize the configuration.

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5. Test the Integration and Confirm Functionality

The final step is to test your integration in Pabbly Connect. To do this, make a test purchase through your Instamojo account. This will trigger the workflow you set up, allowing you to verify that the thank you email is sent successfully.

Once the test is complete, check the email inbox of the customer to confirm receipt of the thank you email. If everything works as intended, your automation is successfully set up to send thank you emails after orders via Instamojo using SendGrid.

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Conclusion

In conclusion, using Pabbly Connect to send thank you emails after orders via Instamojo is a straightforward process. By following the steps outlined in this tutorial, you can enhance customer experience and build trust through automated communication. Start automating your workflows today!

Learn how to automatically post blog updates from WordPress to Facebook using Pabbly Connect. Step-by-step tutorial with detailed instructions. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automatically post blog updates from WordPress to Facebook, the first step is to access Pabbly Connect. Start by opening your browser and navigating to the Pabbly Connect landing page by entering ‘Pabbly.com/connect’. This software allows you to connect various applications without any programming knowledge.

Once on the landing page, you will see options to sign in or sign up for free. If you’re a new user, click on ‘Sign up for free’ to get started with 100 free tasks each month. Existing users should click ‘Sign in’ to access their accounts. After signing in, select ‘Access Now’ under Pabbly Connect to open your dashboard.

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2. Creating Your Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, the next step is to create a workflow that connects WordPress and Facebook. Click on the ‘Create Workflow’ button, which will prompt you to select a workflow builder. Choose the ‘New’ workflow builder for a modern interface. using Pabbly Connect

• Click on ‘Create Workflow’ to start.
• Enter a name for your workflow.
• Select a folder to save your workflow.

After naming your workflow and selecting a folder, click ‘Create’. This opens the workflow window where you will set up the trigger and action for your automation. In this case, the trigger will be WordPress, and the action will be Facebook.

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3. Setting Up WordPress as the Trigger

In the workflow window, you need to set up WordPress as the trigger application. Click on ‘Add Trigger’ and search for ‘WordPress’. Select it, and for the event, choose ‘New Post Published’. Click ‘Connect’ to link your WordPress account with Pabbly Connect.

After clicking connect, a webhook URL will be generated. Copy this URL, then go to your WordPress account. Navigate to the plugins section, and install the WP Webhooks plugin if you haven’t already. Once installed, activate the plugin, and go to the WP Webhooks settings.

• Select ‘Send Data’ in WP Webhooks settings.
• Choose ‘Post Created’ as the event.
• Paste the copied webhook URL in the appropriate field.

After entering the webhook URL, you need to save the settings. This completes the connection between WordPress and Pabbly Connect.

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4. Testing the Connection Between WordPress and Facebook

With the trigger set up, it’s time to test the connection. Go back to your WordPress account, navigate to the Posts section, and click ‘Add New Post’. Enter a title and content for your test post, then click ‘Publish’. This action should trigger the connection. using Pabbly Connect

Return to your Pabbly Connect workflow. You should see the details of the newly published post captured in the workflow. If the details appear correctly, you can proceed to set up the action to post on Facebook.

Click ‘Add Action Step’ in Pabbly Connect. Search for ‘Facebook Pages’ and select it. Choose ‘Create Page Post’ as the event.

Now, connect your Facebook account to Pabbly Connect by clicking ‘Connect with Facebook’. Select the appropriate Facebook account and grant the necessary permissions.

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5. Finalizing the Automation to Post on Facebook

After connecting your Facebook account, select the page where you want to post updates. Enter a message to notify your audience about the new blog post. For dynamic content, use the mapping feature to insert the post title and URL from the previous step.

Once you’ve entered the message and linked the post URL, click ‘Save and Send Test Request’. This will send a test post to your Facebook page. Check your Facebook account to confirm that the post appears correctly with the message and link.

Now, every time you publish a new post on WordPress, Pabbly Connect will automatically create a post on your Facebook page, enhancing your engagement without manual effort. Test the workflow again by publishing another post to see the automation in action.

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Conclusion

In this tutorial, we demonstrated how to automatically post blog updates from WordPress to Facebook using Pabbly Connect. This integration allows for seamless sharing of new content, helping to boost audience engagement effortlessly. Utilize this automation to streamline your social media presence.

Learn how to automate new order entries from Shopify to Google Sheets using Pabbly Connect. Follow these step-by-step instructions 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 Automation

To automate new order entries from Shopify to Google Sheets, you first need to access Pabbly Connect. Open your browser and navigate to Pabbly.com/n to reach the Pabbly Connect homepage.

Once there, you can sign up for a free account if you are a new user or log in if you already have an account. Pabbly Connect allows you to create automated workflows that connect different applications seamlessly.

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2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, the first step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for example, ‘Automate New Order Entries from Shopify to Google Sheets’.
• Select a folder to save your workflow, such as ‘Automations’.

Once you’ve set the name and folder, click on the ‘Create’ button. This will take you to the workflow setup page where you can define the trigger and action for your automation.

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3. Setting Up Triggers with Shopify

The next step in using Pabbly Connect is to set up a trigger. Click on the ‘Add Trigger’ button and select Shopify as your trigger application.

Choose the event as ‘New Order’. This means that every time a new order is created in Shopify, it will trigger the workflow. After selecting the trigger event, click on ‘Connect’ to establish the connection with your Shopify account.

• Copy the webhook URL provided by Pabbly Connect.
• Go to your Shopify account, click on Settings, then Notifications, and create a new webhook.
• Paste the copied URL into the webhook URL field and select ‘Order Creation’ as the event.

Once the webhook is set up, you can perform a test order in Shopify to ensure that the connection is active.

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4. Adding Action to Google Sheets

Now that your trigger is set up, the next step is to add an action to send the order details to Google Sheets using Pabbly Connect. Click on the ‘Add Action’ button and select Google Sheets as your action application.

Choose the event as ‘Add a Row’. This action will allow you to automatically add a new row in your Google Sheets for each new order that comes in through Shopify. Click on ‘Connect’ to link your Google Sheets account to Pabbly Connect.

Select the spreadsheet where you want to add the order details. Choose the specific sheet within the spreadsheet, for example, ‘Sheet1’.

Next, map the data fields from the Shopify order to the corresponding columns in Google Sheets, such as customer name, email, order ID, item name, amount, and city.

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5. Testing Your Automation Setup

After setting up your trigger and action in Pabbly Connect, it’s essential to test the automation to ensure everything is working correctly. Go back to Shopify and create a test order.

Once the test order is placed, check your Google Sheets to see if the new order details have been added as a new row. You should see the customer name, email, order ID, item name, amount, and city populated in the sheet.

If the data appears correctly, your automation is successfully set up! If not, review the mapping in Pabbly Connect and make necessary adjustments.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, using Pabbly Connect to automate new order entries from Shopify to Google Sheets streamlines your order management process. By following these steps, you can ensure that every new order is recorded accurately without manual effort, improving efficiency and accuracy in your business operations.

Learn how to automate adding new Shopify orders to Airtable using Pabbly Connect. Follow this detailed tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Shopify and Airtable Integration

To start automating the process of adding new Shopify orders to Airtable, first, access Pabbly Connect. Open your web browser and navigate to Pabbly.com Connect. This platform enables seamless integration between various applications, including Shopify and Airtable.

Once on the Pabbly Connect homepage, you have the option to sign up for a free account or log in if you are an existing user. After logging in, you will be directed to the Pabbly Connect dashboard, where you can create a new workflow.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow to integrate Shopify and Airtable using Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This action will prompt you to name your workflow; enter a relevant name such as ‘Add New Shopify Orders to Airtable Automatically’.

• Click on the ‘Create’ button after naming your workflow.
• Select ‘Shopify’ as your trigger application.
• Choose the ‘New Order’ event to trigger the workflow.

After selecting the trigger application and event, click on the ‘Connect’ button to establish the connection between Pabbly Connect and your Shopify account. This integration will allow Pabbly to capture new order details automatically.

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3. Setting Up Webhooks in Shopify

To enable real-time order tracking, you need to set up webhooks in your Shopify account using Pabbly Connect. Copy the webhook URL provided by Pabbly Connect after setting up your trigger. Next, log into your Shopify account and navigate to the ‘Settings’ section.

• Under the ‘Settings’ menu, select ‘Notifications’.
• Scroll down to the ‘Webhooks’ section and click on ‘Create Webhook’.
• Set the event to ‘Order Creation’ and paste the copied URL from Pabbly Connect.

Save the changes, and your Shopify account will now send order details to Pabbly Connect whenever a new order is placed. This step is crucial for ensuring that your Airtable database is updated automatically.

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4. Configuring Airtable as the Action Application

Now that Shopify is set up, it’s time to configure Airtable as the action application in Pabbly Connect. Click on the ‘Add Action’ button in your workflow and select ‘Airtable’ from the list of applications. Next, choose the ‘Create Record’ action event.

After selecting Airtable, you will need to connect your Airtable account to Pabbly Connect. Click on the ‘Connect’ button and authorize the access. Once connected, select the base and table where you want the order details to be stored.

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5. Mapping Data from Shopify to Airtable

The final step is to map the data from Shopify to Airtable using Pabbly Connect. In this section, you will see fields for mapping the data such as name, email, city, amount, order number, and item name. This mapping ensures that the correct data is transferred to the right fields in Airtable.

Map the customer name from the Shopify order details to the corresponding field in Airtable. Continue mapping other fields like email, city, amount, order number, and item name accordingly.

After mapping all required fields, click on the ‘Save’ button to finalize the setup. Your integration is now complete, and new Shopify orders will automatically be added to Airtable as new records.

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Conclusion

By following this detailed tutorial, you have successfully integrated Shopify with Airtable using Pabbly Connect. This automation allows you to manage your orders efficiently, ensuring that your inventory tracking and reporting are always up to date without manual effort.

Learn how to automatically add new leads from IndiaMART to Zoho CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To automatically add new leads from IndiaMART to Zoho CRM, you will first need to access Pabbly Connect. Start by opening your web browser and navigating to the Pabbly Connect landing page by searching for Pabbly.com/connect.

Once on the Pabbly Connect page, you will see options for signing in or signing up. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply click ‘Sign In’ to access their accounts and start creating the integration.

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2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. To create a new workflow, click on the ‘Create Workflow’ button. This action allows you to set up the automation that connects IndiaMART and Zoho CRM. using Pabbly Connect

• Select the ‘New Workflow’ builder for a modern interface.
• Name your workflow and choose a folder to save it.
• Click ‘Create’ to proceed to the workflow window.

In the workflow window, you will set up the trigger and action. The trigger will be IndiaMART, and the action will be Zoho CRM. This setup ensures that whenever a new lead is generated in IndiaMART, the details will be automatically sent to Zoho CRM.

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3. Setting Up the Trigger for New Leads

To set up the trigger, click on ‘Add Trigger’ and search for IndiaMART. Select IndiaMART as the trigger application and choose the event as ‘New Leads’. Click ‘Connect’ to establish the connection. using Pabbly Connect

Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be needed to link IndiaMART to Pabbly Connect. Next, log in to your IndiaMART account and navigate to the Lead Manager section. Here, go to ‘Import and Export Leads’ and then ‘Push API’.

• Select ‘Other’ as the source in the API setup.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied webhook URL into the webhook listener URL field.

After saving the details, you will be prompted to enter the reason for transferring leads. Click on ‘Generate OTP’ to receive an OTP for verification and complete the setup.

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4. Connecting Zoho CRM as Action Application

Once the trigger is set up, you will now add the action application. Click on ‘Add Action’ and search for Zoho CRM. Select it and choose the event ‘Create a Contact’. Click ‘Connect’ to establish the connection. using Pabbly Connect

You will need to provide your Zoho CRM domain, which can be found in your Zoho account settings. After entering the domain, click ‘Save’. Grant the necessary permissions for Pabbly Connect to access your Zoho CRM data.

Select ‘Advertisement’ as the lead source. Map the required fields from IndiaMART to Zoho CRM. Click ‘Save and Send Test Request’ to verify the setup.

If everything is set up correctly, you will receive a confirmation message indicating that the lead details have been successfully added to your Zoho CRM.

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5. Testing the Integration and Final Steps

To ensure the integration works as intended, perform a test by generating a new lead in IndiaMART. This action should trigger the webhook and send the lead details to Zoho CRM automatically. using Pabbly Connect

After the test, check your Zoho CRM to confirm that the new lead has been added with the correct details. You should see the lead’s name, email, and phone number reflected in your contacts list.

With Pabbly Connect, you have successfully automated the process of adding new leads from IndiaMART to Zoho CRM. This integration eliminates manual data entry and allows your sales team to follow up with leads more efficiently.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically add new leads from IndiaMART to Zoho CRM. By following these steps, you can streamline your lead management process and enhance your business efficiency.

Learn how to automate sending custom SMS after payment via Instamojo using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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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1. Access Pabbly Connect for SMS Automation

To send custom SMS after payment via Instamojo, the first step is to access Pabbly Connect. You can do this by searching for ‘Pabbly Connect’ in your browser. Once on the homepage, you will find options to either sign in or sign up for a free account.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can see all the applications available, including Pabbly Connect. To set up the integration, click on the ‘Access Now’ button associated with Pabbly Connect.

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2. Create a New Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This will open a dialog box asking you to name your workflow. using Pabbly Connect

• Enter a name like ‘Send Custom SMS After Payment via Instamojo’.
• Select a folder to save your workflow, or create a new one if necessary.

After naming your workflow and selecting the appropriate folder, click the ‘Create’ button. This will take you to the workflow builder where you can set up the trigger and action steps for your automation.

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3. Set Up Trigger for New Payments in Instamojo

In this step, you will set up the trigger for your workflow. Click on the ‘Add Trigger’ button and select ‘Instamojo’ as your trigger application. Then, choose ‘New Sale’ as your event. This means that every time a new payment is received, this trigger will activate.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL and go to your Instamojo account. In your Instamojo dashboard, navigate to the payment page settings where you can add the webhook URL.

• Open your payment page and click on the three dots to edit the page.
• Scroll down to ‘Page Settings’ and find the ‘Add Webhook’ option.
• Paste the copied webhook URL and save your changes.

Once you have saved the webhook settings, go back to Pabbly Connect and test the trigger to ensure it is working correctly. This will confirm that your Instamojo account is successfully connected to Pabbly Connect.

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4. Set Up Action to Send SMS via Twilio

Now that the trigger is set up, it’s time to configure the action that sends the SMS. Click on the ‘Add Action’ button and select ‘Twilio’ as your action application. Choose ‘Send SMS’ as the event. This will allow you to send an SMS to your customers automatically. using Pabbly Connect

In the action setup, you will need to enter your Twilio account details such as Account SID, Auth Token, and the phone number from which the SMS will be sent. After entering these details, click on the ‘Save’ button.

Map the customer’s phone number from the Instamojo payment details to the recipient phone number field. Compose the SMS body, including variables such as customer name for personalization.

Once all the fields are filled out, click on ‘Save and Send Test Request’ to send a test SMS. If everything is set up correctly, you should receive a confirmation SMS on your phone.

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5. Finalize Your Integration and Test

After successfully sending a test SMS, the last step is to finalize your integration. Ensure that your workflow is enabled in Pabbly Connect. This will allow it to run automatically whenever a new payment is received through Instamojo.

To test the entire process, make a small test payment through your Instamojo payment page. Once the payment is completed, check if the SMS is sent to the customer as expected. This confirms that the integration is working properly.

Review all settings in Pabbly Connect to ensure accuracy. Monitor the SMS delivery status in Twilio for any issues.

With these steps, you have successfully automated the process of sending custom SMS after payment via Instamojo using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to send custom SMS after payment via Instamojo using Pabbly Connect. By following the outlined steps, you can enhance customer communication and automate your payment confirmation process effortlessly.

Learn how to automatically log 99acres buyer leads into Airtable using Pabbly Connect with this step-by-step tutorial. Optimize your real estate lead management now! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Automation

To automatically log 99acres buyer leads into Airtable, start by accessing Pabbly Connect. Open your web browser and navigate to Pabbly.com/connect. This platform is essential for creating the integration between 99acres and Airtable.

Once on the Pabbly Connect page, you have the option to sign up for free or sign in if you are an existing user. Signing up will give you access to 100 free tasks every month to explore the application. After signing in, click on the ‘Access Now’ button to enter your Pabbly Connect dashboard.

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2. Create a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button to begin setting up your automation. You will be prompted to choose between the new workflow builder and the classic one. It is recommended to select the new workflow builder for a modern experience. using Pabbly Connect

Next, you will need to name your workflow. For this tutorial, name it ‘Automatically Log 99acres Buyers Leads in Airtable’ and select the folder named ‘Automations’ to save your workflow. Click on the ‘Create’ button to proceed, which will open the workflow window where you can set up triggers and actions.

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3. Set Up the Trigger for New Leads

In the workflow window, you will first set up a trigger. Click on the ‘Add Trigger’ button and search for 99acres. Select it as your trigger application. For the trigger event, choose ‘New Leads’ and click on the ‘Connect’ button. using Pabbly Connect

Pabbly Connect will provide you with a webhook URL. This URL needs to be configured in your 99acres account. Contact your account manager to activate this integration, as 99acres requires backend support for adding the webhook URL. Once activated, you can start receiving lead information in Pabbly Connect.

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4. Set Up the Action to Log Leads in Airtable

After successfully setting up the trigger, it’s time to add the action step. Click on the ‘Add Action Step’ button and search for Airtable. Select Airtable as your action application and choose the ‘Create Record’ action event, then click on the ‘Connect’ button. using Pabbly Connect

To connect Airtable with your Pabbly Connect workflow, you will need to grant permissions for a specific base. Click on ‘Add a New Connection’ and select the base you want to work with. After granting access, you will be prompted to map the fields from the trigger data to the corresponding fields in Airtable.

• Map the first name from the trigger response.
• Map the last name from the trigger response.
• Map the email address from the trigger response.
• Map the phone number from the trigger response.
• Map the city from the trigger response.

Once all fields are mapped, set the status field to ‘New Lead’ and click on ‘Save and Send Test Request’. You should receive a positive response indicating the lead details have been successfully added to your Airtable account.

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5. Conclusion: Automate Your Lead Management

By following these steps, you have successfully set up an automation using Pabbly Connect to log 99acres buyer leads directly into Airtable. This integration saves time and ensures that all lead information is captured accurately without manual intervention.

This automation will continue to work seamlessly in the background, allowing you to focus on converting leads into sales. Try implementing this integration for your real estate business and enjoy the benefits of streamlined lead management.

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Learn how to automate tracking new website form submissions in Airtable with Pabbly Connect and Pabbly Connect. Follow our step-by-step guide 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

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1. Setting Up Pabbly Connect for Integration

To track new website form submissions in Airtable, you need to set up Pabbly Connect. Start by accessing Pabbly Connect from your browser. Simply search for ‘Pabbly.com Connect’ and navigate to the homepage.

Once there, you can either sign in if you are an existing user or click on ‘Sign Up Free’ to create a new account. After logging in, you will see the dashboard with various applications, including Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. This is where you will set up the workflow to connect your website form to Airtable. using Pabbly Connect

• Select a name for your workflow, such as ‘Track New Website Form Submissions in Airtable’.
• Choose a folder to save your workflow, like ‘Automations’.

After naming your workflow, click on the ‘Create’ button. You will then be prompted to set up a trigger for your automation. Click on the ‘Add Trigger’ button to proceed with this step.

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3. Setting Up the Trigger with Elementor Form

For this integration, select ‘Elementor Form’ as your trigger application. Then, choose ‘New Form Submission’ as the event. This will allow Pabbly Connect to capture data whenever a new form submission occurs.

After selecting the trigger, you will receive a webhook URL. Copy this URL as it will be used in your Elementor form settings to connect the two applications.

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4. Configuring Elementor Form with Pabbly Connect

Now, go to your WordPress site and edit the Elementor form you want to connect. In the form settings, look for the ‘Actions After Submit’ section. Here, select ‘Webhook’ and paste the webhook URL you copied earlier from Pabbly Connect.

After saving the changes in Elementor, perform a test submission to ensure the integration works. This will send the form data to Pabbly Connect and allow it to process the information further.

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5. Adding Airtable as an Action Step

Next, return to your Pabbly Connect workflow to add Airtable as the action application. Choose ‘Airtable’ and then select ‘Create Record’ as the action event. This step will enable Pabbly Connect to add new entries into your Airtable account whenever a form is submitted.

Connect your Airtable account by granting access. You will need to specify the base and table where the new records should be created. Map the fields from your Elementor form to the corresponding fields in Airtable.

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Conclusion

In this tutorial, you learned how to track new website form submissions in Airtable using Pabbly Connect. By following these steps, you can automate the process of capturing form data, ensuring that you never miss a lead. With Pabbly Connect, integrating various applications becomes seamless and efficient.