Author: Rudra Sisodiya

Learn how to sync Google Lead Ads leads to HubSpot CRM using Pabbly Connect for better lead management. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To sync Google Lead Ads leads to HubSpot CRM, you need to start with Pabbly Connect. Begin by opening your browser and navigating to the Pabbly Connect landing page by typing ‘Pabbly.com/connect’. This platform will help you create automated workflows without any coding knowledge.

Once on the Pabbly Connect page, you’ll see options to either sign in or sign up for free. If you are a new user, click on the ‘Sign up for free’ button to get started. Existing users can click ‘Sign in’ to access their accounts and continue with the integration process.

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2. Create a New Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to choose between the new workflow builder or the classic one. Select the new workflow builder for a more modern interface.

Next, name your workflow as ‘Sync Google Lead Ads Leads to HubSpot CRM for Better Lead Management’. Choose a folder to save your workflow. If you don’t have a folder yet, you can create a new one by clicking on the ‘Create New Folder’ button. After setting up, click on the ‘Create’ button to proceed.

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3. Set Up Trigger for Google Lead Ads

In the workflow window, the first step is to set up a trigger, which initiates the workflow. Click on the ‘Add Trigger’ button and search for ‘Google Ads’. Select it as your trigger application. The trigger event should be set to ‘New Lead Form Entry’. Click on ‘Connect’ to establish the connection. using Pabbly Connect

Pabbly Connect will provide you with a webhook URL. Copy this URL, and go to your Google Ads account. Locate the lead form you are using, and scroll to the lead delivery options. Paste the webhook URL in the designated field and click on ‘Send Test Data’. This will send test data to Pabbly Connect to confirm the connection.

• Open Google Ads and select your lead form.
• Navigate to lead delivery options and paste the webhook URL.
• Click ‘Send Test Data’ to verify the connection.

Once the test data is sent, return to your Pabbly Connect workflow to check if the response has been received. You should see the details of the test lead, such as company name, phone number, and email.

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4. Create New Contact in HubSpot CRM

Now that you have received the lead data, it’s time to create a new contact in HubSpot CRM using Pabbly Connect. Click on ‘Add New Action Step’ and search for ‘HubSpot CRM’. Select it as your action application and choose ‘Create Contact’ as the action event. Click ‘Connect’ to establish this connection.

You will have the option to add a new connection or select an existing one. If you haven’t connected HubSpot CRM before, click on ‘Add a New Connection’. You will be prompted to log into your HubSpot account. After logging in, select your account and click ‘Choose Account’.

• Select ‘Create Contact’ as the action event.
• Log into your HubSpot account to connect.
• Map the fields from the Google Lead Ads response to HubSpot.

After connecting, you need to map the details from the lead data to the corresponding fields in HubSpot. For instance, map the company name, email, first name, last name, and phone number. Once all required fields are mapped, click on ‘Save and Send Test Request’ to create the contact.

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5. Conclusion: Automate Your Lead Management with Pabbly Connect

By following these steps, you have successfully set up an integration between Google Lead Ads and HubSpot CRM using Pabbly Connect. Now, every time a new lead is generated, a contact will be automatically created in HubSpot, streamlining your lead management process.

This automation not only saves time but also ensures that no leads are missed, enhancing your overall sales efficiency. Start using Pabbly Connect for your integrations today and experience the benefits of automated workflows.

With the ability to connect various applications, Pabbly Connect empowers businesses to automate their processes seamlessly. Explore its features and take your lead management to the next level!

Learn how to create an AI assistant for automating the insurance claim process using Pabbly Chatflow. Step-by-step guide to enhance customer experience! Discover practical methods for designing chat sequences that capture leads, answer questions, and guide users to the next step in your funnel.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Your AI Assistant

To create an AI assistant for automating the insurance claim process, start by accessing Pabbly Chatflow. Open your web browser and type in the URL: Pabbly.com/chatflow. This will take you to the Pabbly Chatflow landing page.

On the landing page, you will see options for signing in or signing up. If you are a new user, click on the ‘Sign Up Free’ button. Existing users can click ‘Sign In’. Once signed in, you will be directed to the Pabbly apps page, where you can access Pabbly Chatflow by clicking the ‘Access Now’ button.

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2. Creating Your AI Assistant in Pabbly Chatflow

After accessing Pabbly Chatflow, you will land on the dashboard. Here, you can see various features and options. To create your AI assistant, navigate to the sidebar and click on ‘AI Assistant’. This will lead you to the AI assistant page.

• Click on the ‘Add AI Assistant’ button.
• Provide a name for your AI assistant, for example, ‘Claim Ease’.
• Select the instruction type as ‘AI Agent’.

After completing these steps, you will be directed to the AI assistant configuration page, where you can set up various options for your assistant.

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3. Configuring AI Settings in Pabbly Chatflow

In this section, you will configure the AI settings for your assistant. On the AI assistant configuration page, you will encounter several options. Set the temperature for responses, where 0 indicates focused answers and 1 indicates creativity. For most use cases, a setting of 0.5 is recommended. using Pabbly Connect

Next, select the AI to use, such as OpenAI, and choose the model (e.g., GPT-4 Mini). You will also need to input your API key, which can be obtained from the OpenAI API key page. After entering the API key, click on the connect button to establish the connection.

• Enable the header message option to greet users.
• Set up a footer message for additional information.
• Configure a fallback message for when the AI fails to respond.

Once configured, your AI assistant will be ready to respond to customer queries effectively.

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4. Uploading Your Knowledge Base in Pabbly Chatflow

To enhance the functionality of your AI assistant, upload a knowledge base containing the necessary information about your insurance services. In the knowledge source section, click on the upload button and select the document containing your business details. using Pabbly Connect

Ensure that the file is in .txt or PDF format. If you have images, remember that PDFs should be limited to 10 pages. After uploading, you will receive a notification confirming that the file has been processed successfully. This knowledge base will enable your AI assistant to provide accurate responses based on customer inquiries.

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5. Testing Your AI Assistant Using Pabbly Chatflow

Once your AI assistant is set up and the knowledge base is uploaded, it’s time to test its functionality. Open WhatsApp and send a message to the number connected to your Pabbly Chatflow account. For example, type ‘Hey, I need help’ to initiate the conversation.

Wait for the response from your AI assistant. It should reply with a message confirming its availability, such as ‘I am here to help. What do you need assistance with?’ You can further test the assistant by asking questions like ‘Tell me the process of claiming health insurance’ and verifying that the answers align with the knowledge base you uploaded.

This testing phase ensures that your AI assistant is functioning correctly and is ready to assist customers effectively.

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Conclusion

In this tutorial, we explored how to set up an AI assistant for automating the insurance claim process using Pabbly Chatflow. By following the steps outlined, you can enhance customer experience and streamline your operations. Start utilizing Pabbly Chatflow today to create your own AI solutions!

Learn how to automate WhatsApp follow-up messages for landing page leads using Pabbly Connect. Step-by-step guide to streamline your communication. 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. Introduction to Pabbly Connect for WhatsApp Automation

Pabbly Connect is an essential tool for automating WhatsApp follow-up messages for landing page leads. This powerful integration platform allows you to connect different applications effortlessly. In this tutorial, we will explore how to set up a workflow using Pabbly Connect to send automated WhatsApp messages whenever a lead submits a form on your landing page.

To begin, navigate to the Pabbly website and sign into your account. If you are new, you can create an account for free to access Pabbly Connect. Once logged in, you will be directed to the dashboard where you can manage your workflows and integrations. Let’s dive into creating a new workflow.

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2. Creating a New Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to choose between the new beta and classic versions; select the new beta for enhanced features. Name your workflow, such as ‘Send WhatsApp Follow-Up Messages Automatically for Landing Page Leads,’ and select a folder for organization.

• Click on ‘Create’ to initialize the workflow.
• Set the trigger application to ‘Contact Form 7’ for capturing leads.
• Select ‘New Form Submission’ as the trigger event.

After setting the trigger, you will need to connect Pabbly Connect with your Contact Form 7. A webhook URL will be generated, which acts as a bridge between your form submissions and Pabbly Connect. Copy this URL and proceed to your WordPress site to integrate it into your Contact Form 7 settings.

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3. Integrating Contact Form 7 with Pabbly Connect

To integrate Contact Form 7 with Pabbly Connect, navigate to your WordPress dashboard. Click on ‘Contact’ and select the form you wish to edit. Scroll down to the Webhooks section and paste the copied webhook URL into the appropriate field. Ensure that the webhook is enabled and save your changes.

After saving, return to Pabbly Connect and test the connection by submitting a dummy entry through your form. This will send a test response back to Pabbly Connect, confirming that the integration is successful. You should see the response captured in your workflow, indicating that the connection is working properly.

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4. Setting Up WhatsApp Integration in Pabbly Connect

Once you have confirmed that Contact Form 7 is integrated with Pabbly Connect, the next step is to set up WhatsApp Cloud API for sending follow-up messages. Add a new action step in your workflow, selecting WhatsApp Cloud API as the action application.

• Choose ‘Send Template Message’ as the action event.
• Connect your WhatsApp account by entering the required credentials including access token and phone number ID.
• Map the phone number field from the Contact Form 7 response to ensure dynamic messaging.

After entering all necessary details, save your settings and send a test request. This should trigger a WhatsApp message to the specified number, confirming that the integration is functioning as intended. You will receive a follow-up message on WhatsApp, personalized with the lead’s information.

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5. Conclusion: Automate Your Follow-Ups with Pabbly Connect

In conclusion, using Pabbly Connect to automate WhatsApp follow-up messages for landing page leads streamlines your communication process. By integrating Contact Form 7 with WhatsApp Cloud API, you can ensure timely responses to potential customers, enhancing your engagement and conversion rates.

This tutorial demonstrated the step-by-step process of setting up the integration, from creating a workflow in Pabbly Connect to sending personalized WhatsApp messages. Start automating your follow-ups today with Pabbly Connect and improve your business communication!

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Learn how to create new records in Airtable from Landingi form entries using Pabbly Connect. Follow this detailed tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create new records in Airtable from Landingi form entries, you need to access Pabbly Connect. Start by navigating to the Pabbly website and signing in or creating a free account. This platform will serve as the automation solution to connect your Landingi account with Airtable.

Once logged in, you will find a user-friendly dashboard. Here, you can create a new workflow specifically designed for the integration between Landingi and Airtable. This setup will allow you to automate the process of adding new leads from your Landingi forms directly into Airtable.

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2. Creating a New Workflow in Pabbly Connect

To begin, click on the ‘Create Workflow’ button in Pabbly Connect. You will be prompted to name your workflow. For this integration, you can name it something like ‘Create New Record in Airtable from Landingi Form Entries’. This helps in identifying the workflow later.

• Click on the ‘Create Workflow’ button.
• Enter a name for your workflow.
• Select the appropriate folder for organization.

After naming your workflow, you need to set up the trigger event. This will be the action that initiates the workflow. In this case, the trigger will be a new lead submission from your Landingi form. Select Landingi as the trigger application and choose the event as ‘New Lead from Landing Page’ to proceed.

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3. Setting Up the Trigger for Landingi Form Submissions

Now that you have selected Landingi as your trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential as it will connect your Landingi form to the Pabbly workflow. Copy this webhook URL to use in your Landingi account.

Next, go to your Landingi account and find the form you wish to integrate. Edit the form and navigate to the settings section. Here, you will be able to add the copied webhook URL. Make sure to select the POST method for the request to ensure data is sent correctly.

• Edit the form in your Landingi account.
• Navigate to the integration settings.
• Paste the webhook URL and set the method to POST.

After saving these settings, you can test the integration by submitting a test entry in your Landingi form. This will trigger the webhook and send the data to Pabbly Connect, allowing you to verify that everything is working correctly.

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4. Setting Up the Action to Create Records in Airtable

With the trigger set up, it’s time to configure the action step in Pabbly Connect. Select Airtable as the action application, and choose the event ‘Create Record’. This step will allow the data received from your Landingi form to be added as a new record in Airtable.

You will need to connect your Airtable account by providing the necessary permissions. Once connected, select the base and table where you want the new records to be created. For this integration, ensure you select the correct base and table that corresponds to your Landingi form fields.

Select ‘Create Record’ as the action event. Connect your Airtable account. Choose the appropriate base and table.

After selecting the base and table, map the fields from the Landingi form to the corresponding fields in Airtable. This is crucial for ensuring that the correct data is transferred. Once you have completed this mapping, save the workflow.

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5. Testing the Integration for Successful Record Creation

To ensure that your integration is functioning correctly, perform a test submission through your Landingi form. This will trigger the workflow you created in Pabbly Connect and should result in a new record being created in Airtable. Check your Airtable account to verify that the data has been populated correctly.

If the record appears in Airtable with the correct information, your integration is successful. If not, revisit the mapping and settings in both Pabbly Connect and Landingi to troubleshoot any issues. This testing phase is essential to confirm that everything works seamlessly.

Submit a test entry in your Landingi form. Check Airtable for the new record. Verify data accuracy and completeness.

By following these steps, you have successfully automated the process of creating new records in Airtable from Landingi form entries using Pabbly Connect. This integration not only saves time but also enhances efficiency in managing your leads.

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Conclusion

In this tutorial, we explored how to create new records in Airtable from Landingi form entries using Pabbly Connect. This integration allows for seamless data transfer, enhancing your workflow efficiency. By following the steps outlined, you can set up this automation easily and effectively.

Learn how to sync webinar leads from Google Forms to Salesforce CRM using Pabbly Connect in this step-by-step tutorial. Optimize your workflow today! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To sync webinar leads from Google Forms to Salesforce CRM, the first step is to access Pabbly Connect. This powerful automation platform allows seamless integration between various applications.

Begin by navigating to the Pabbly Connect homepage at Pabbly.com/connect. If you are a new user, click on the ‘Sign Up Free’ button to create an account and get free tasks every month. Existing users can directly 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, you need to create a new workflow to connect Google Forms with Salesforce. Click on the ‘Create Workflow’ button in the top right corner.

In the dialog box that appears, name your workflow as ‘Sync Webinar Leads from Google Forms to Salesforce CRM’ and select a folder to save it. For this example, choose the ‘Automations’ folder. After this, click on the ‘Create’ button to proceed.

• Click on ‘Add Trigger’ to set up the trigger for your workflow.
• Select ‘Google Forms’ as the trigger application.
• Choose ‘New Response Received’ as the app event.

With these steps, you have successfully initiated the workflow setup in Pabbly Connect.

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3. Connecting Google Forms to Pabbly Connect

Now that your workflow is created, the next step is to connect Google Forms to Pabbly Connect. After selecting the trigger, you will receive a webhook URL. This URL is crucial for linking your Google Forms to the Pabbly platform.

Log into your Google Forms account and open the form you created for webinar registrations. Navigate to the ‘Responses’ tab and link your form to Google Sheets by clicking on the ‘Link to Sheets’ button. Create a new spreadsheet to store the responses.

• Copy the webhook URL from Pabbly Connect.
• Go to Google Sheets, click on ‘Extensions’, and select ‘Add-ons’.
• Install the ‘Pabbly Connect Webhooks’ add-on.

After installing, refresh your Google Sheets and navigate back to ‘Extensions’ to select ‘Pabbly Connect Webhooks’ and set up the webhook URL. This will allow Pabbly Connect to capture form responses automatically.

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4. Setting Up Salesforce Integration in Pabbly Connect

Once Google Forms is connected to Pabbly Connect, the next step is to create an action in Salesforce. In your Pabbly workflow, click on ‘Add Action’ and select Salesforce as the action application.

Choose ‘Create Lead’ as the app event and connect your Salesforce account. If prompted, allow access to Pabbly Connect. Once connected, you will need to map the fields from your Google Forms responses to Salesforce lead fields.

Map the first name, last name, email, and phone number fields. Select the company name and lead source. Click on ‘Save and Send Test Request’ to verify the integration.

This process ensures that every new lead from your Google Forms is automatically created in Salesforce, thanks to Pabbly Connect.

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5. Testing the Integration

To finalize the setup, it is crucial to test the integration. Go back to your Google Forms and submit a test entry. After submitting, check your Salesforce account to confirm that the lead has been created successfully.

Refresh your Salesforce leads page, and you should see the new lead with the details you entered in the form. This confirms that the integration between Google Forms and Salesforce through Pabbly Connect is working flawlessly.

By following these steps, you have effectively automated the process of syncing webinar leads from Google Forms to Salesforce CRM, enhancing your workflow efficiency.

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Conclusion

In this tutorial, we explored how to sync webinar leads from Google Forms to Salesforce CRM using Pabbly Connect. By following the detailed steps, you can automate lead capturing efficiently, ensuring no potential lead is missed.

Learn how to seamlessly add new leads in Zoho CRM from Contact Form submissions using Pabbly Connect. Follow this step-by-step tutorial for easy integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Zoho CRM with Contact Form submissions, the first step is to access Pabbly Connect. Open your browser and enter the URL Pabbly.com/connect. This will take you to the Pabbly Connect landing page where you can either sign in or sign up for a free account.

If you are a new user, click on the ‘Sign up for free’ button to get started. Existing users can simply click ‘Sign in’. Once signed in, navigate to the Pabbly Connect dashboard where you can create your workflow.

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2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to choose between the new workflow builder and the classic one. Select the new workflow builder for a more modern interface.

• Enter a name for your workflow, such as ‘Add New Leads in Zoho CRM from Contact Form Submissions’.
• Choose a folder where you would like to save this workflow.
• Click on the ‘Create’ button to proceed.

Once the workflow window opens, you will be able to set up the triggers and actions necessary for this integration.

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3. Setting Up the Trigger for Contact Form 7

In the workflow window of Pabbly Connect, click on the ‘Add Trigger’ button. You will need to select ‘Contact Form 7’ as the application for the trigger. The trigger event should be set to ‘New Form Submission’.

After selecting the trigger application and event, you will receive a webhook URL. Copy this URL as it will be used to connect Contact Form 7 with Pabbly Connect. Go to your Contact Form 7 settings and paste this webhook URL in the designated section.

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4. Creating an Action in Zoho CRM

Now that the trigger is set up, it’s time to add an action. Click on ‘Add New Action’, and select ‘Zoho CRM’ as the application. For the action event, choose ‘Create Contact’. This will allow you to create a new contact in Zoho CRM whenever a form is submitted.

• You will need to connect your Zoho CRM account to Pabbly Connect by entering your domain.
• Map the necessary fields such as first name, last name, email, and phone number from the form submission to the corresponding fields in Zoho CRM.
• Once all fields are mapped, click on ‘Save and Send Test Request’ to verify the integration.

Upon successful test, a new contact will be created in your Zoho CRM based on the details submitted through the Contact Form.

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5. Testing the Integration in Real-Time

With the integration set up, it’s important to test it in real-time. Go back to your Contact Form and submit a test entry. For example, enter the first name as ‘Smart’, last name as ‘User’, email, and any other required fields.

After submitting the form, check your Zoho CRM account to see if the new contact appears. Refresh the contact list to ensure the new entry has been added successfully. This confirms that the connection between Contact Form 7 and Zoho CRM via Pabbly Connect is working seamlessly.

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Conclusion

Integrating Zoho CRM with Contact Form submissions using Pabbly Connect streamlines the process of managing leads effectively. By following the steps outlined in this tutorial, you can automate the lead capturing process, saving time and enhancing productivity.

Learn how to automatically create contacts in Zoho CRM using Pabbly Connect from website form submissions. Follow this step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin creating contacts in Zoho CRM automatically from website form submissions, you first need to access Pabbly Connect. Start by navigating to Pabbly’s official website and signing up or logging into your existing account.

Once you are logged in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow that connects your Elementor form with Zoho CRM. This integration will allow you to automate the contact creation process seamlessly.

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2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to initiate a new integration. You will be prompted to name your workflow, for example, ‘Create Contacts in Zoho CRM Automatically from Website Form Submissions.’ This name helps you identify the workflow later. using Pabbly Connect

• Click on the ‘Create’ button after naming your workflow.
• Select the trigger application as ‘Elementor’.
• Choose the event as ‘New Form Submission’.

After setting up the trigger, you will receive a webhook URL. This URL is essential for connecting your Elementor form to Pabbly Connect, ensuring that new submissions trigger the automation.

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3. Setting Up Elementor Form with Pabbly Connect

Next, you need to integrate your Elementor form with the webhook URL provided by Pabbly Connect. Access your WordPress site and go to the Elementor editor where your form is located. Click on the form widget and navigate to the ‘Actions After Submit’ section.

• Select ‘Webhook’ as one of the actions after submission.
• Paste the webhook URL from Pabbly Connect into the webhook URL field.

Once you have configured the webhook, save your changes. This setup allows your Elementor form to send data directly to Pabbly Connect, which will then process it to create contacts in Zoho CRM.

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4. Integrating Zoho CRM with Pabbly Connect

After setting up the Elementor form, the next step is to connect Zoho CRM to Pabbly Connect. In your workflow, add an action step by selecting Zoho CRM as the application. Choose the event as ‘Create Contact’ to specify what action should occur when a new form submission is received.

You will then need to connect your Zoho CRM account to Pabbly Connect. Enter your Zoho domain and authenticate your account. This step ensures that Pabbly Connect has the necessary permissions to create contacts in your Zoho CRM account.

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5. Mapping Data and Testing the Integration

Now that both applications are connected, it’s time to map the data from your Elementor form to the fields in Zoho CRM. In the mapping section, you will see fields like first name, last name, email, and phone number. Map these fields accordingly to ensure accurate data transfer. using Pabbly Connect

Map the first name from the form to the first name field in Zoho CRM. Repeat this for last name, email, and phone number.

Once you have completed the mapping, it’s crucial to test the integration. Submit a test form through your Elementor form and check your Zoho CRM account to verify that the contact was created successfully. This step confirms that your automation is functioning correctly.

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Conclusion

In this tutorial, you learned how to automate the process of creating contacts in Zoho CRM using Pabbly Connect from website form submissions. By following these detailed steps, you can streamline your workflow and enhance your productivity. Automating contact creation saves time and ensures that your CRM is always up-to-date with new leads.

Learn how to automatically capture orders from BigCommerce to Google Sheets using Pabbly Connect with this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin capturing orders from BigCommerce to Google Sheets automatically, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page by typing Pabbly.com/connect.

Once on the landing page, you have the option to sign in if you’re an existing user or sign up for free. New users can enjoy 100 free tasks every month, which is a great way to explore the features of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to your Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to start building your automation. You will be prompted to choose between the new workflow builder or the classic one. For this tutorial, select the new workflow builder for a faster experience. using Pabbly Connect

• Click on ‘Create Workflow’.
• Enter a name for your workflow, such as ‘Capture Orders from BigCommerce to Google Sheets Automatically’.
• Select a folder to save your workflow.

After naming your workflow, click on the ‘Create’ button. This will open the workflow window where you can set up triggers and actions, which are essential for the automation to function correctly.

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3. Setting Up the Trigger for New Orders

The next step in using Pabbly Connect is to set up the trigger. Click on ‘Add Trigger’ and select BigCommerce as the trigger application. For the trigger event, choose ‘New Order Created’. This tells Pabbly Connect to initiate the workflow whenever a new order is placed in BigCommerce.

To establish a connection, you can either select an existing connection or create a new one. If you choose to create a new connection, you will need to provide your BigCommerce API credentials, including the store hash key, client ID, and access token. Make sure to follow the prompts to enter these details accurately.

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4. Adding Action Steps to Capture Order Details

Once the trigger is set, the next step is to add an action to retrieve the order details. Click on ‘Add New Action Step’ and select BigCommerce again. For the action event, choose ‘Get Order by ID’. This step is crucial as it allows Pabbly Connect to fetch the specific details of the order placed.

• Use the order ID from the trigger step to dynamically fetch order details.
• Map the necessary fields such as customer name, email, address, and order total.

After mapping the fields, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect correctly retrieves the order details. This will confirm that your setup is functioning as intended.

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5. Finalizing Integration with Google Sheets

Now that you have the order details, the final action is to send this information to Google Sheets. Click on ‘Add New Action Step’ and select Google Sheets as the action application. Choose the action event ‘Add New Row’. This will allow Pabbly Connect to automatically add the order information into your specified Google Sheet.

Connect your Google Sheets account by signing in with your Google credentials. Once connected, select the spreadsheet and worksheet where you want to store the order details. Map the fields from the previous step to the corresponding columns in your Google Sheet.

After completing the mapping, click on ‘Save and Send Test Request’ to verify that the order details are correctly added to Google Sheets. If successful, you will see the new order details appear in your specified sheet.

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Conclusion

By following this tutorial, you have successfully set up an automation to capture orders from BigCommerce to Google Sheets automatically using Pabbly Connect. This integration streamlines your order management process and ensures that your data is organized in real time. Start using Pabbly Connect today to enhance your business operations!

Learn how to send automated thank-you emails via SendGrid for Typeform submissions using Pabbly Connect. Follow this detailed 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

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1. Accessing Pabbly Connect for Integration

To send thank-you emails via SendGrid for Typeform submissions, you first need to access Pabbly Connect. Begin by opening a new tab in your browser and navigating to the Pabbly Connect landing page by typing Pabbly.com/connect.

Once the page loads, you have the option to either sign up for a free account or sign in if you are an existing user. After signing in, you will see all the tools offered by Pabbly, but your focus should be on Pabbly Connect for this integration.

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2. Creating a Workflow in Pabbly Connect

To create the workflow that sends thank-you emails, click on the Pabbly Connect dashboard’s Create Workflow button. You will be prompted to choose between the new or classic workflow builder. Select the new workflow builder for a modern interface.

Next, enter a name for your workflow, such as Send Thank You Emails via SendGrid for Typeform Submissions, and select a folder to save it. Click on Create to proceed. This opens the workflow window where you will set up the trigger and action steps for your automation.

• Select Typeform as the trigger application.
• Choose New Entry as the trigger event.
• Connect to your Typeform account by clicking Connect.

After setting up the trigger, you will need to authorize Pabbly Connect to access your Typeform account. Make sure to grant the necessary permissions for the integration to work seamlessly.

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3. Testing the Typeform Submission

With the trigger set, it’s essential to test the Typeform submission to ensure everything is functioning correctly. To do this, navigate to your Typeform and fill out the form you intend to connect with Pabbly Connect.

After submitting the form, return to the Pabbly Connect workflow window, where you will see that it has captured the webhook response. This response contains all the details from your test submission, including the lead’s name and email address.

• Ensure all details from the test submission are displayed correctly.
• Review the captured data before proceeding to the next step.

Once you confirm that the data is captured accurately, you can move on to set up the action step to send the thank-you email.

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4. Sending Thank-You Emails via SendGrid

After confirming the Typeform submission, the next step is to add an action to send the thank-you email using SendGrid. In your Pabbly Connect workflow, click on Add New Action Step and select SendGrid as the action application.

For the action event, choose Send Email and click Connect. If you haven’t connected SendGrid before, you will need to create a new connection by entering your API key. You can generate this API key from your SendGrid account under settings.

Navigate to SendGrid settings and create a new API key. Copy the API key and paste it into Pabbly Connect. Map the email fields to personalize the email content.

After mapping the necessary fields, click on Save and Send Test Request to verify that the email is sent successfully. Check your Gmail to confirm receipt of the thank-you email.

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5. Conclusion: Automate Your Thank-You Emails with Pabbly Connect

In this tutorial, you learned how to automate sending thank-you emails via SendGrid for Typeform submissions using Pabbly Connect. By following the steps outlined, you can ensure that every lead receives a prompt acknowledgment of their submission.

Utilizing Pabbly Connect streamlines your workflow, allowing you to focus on other important aspects of your business while maintaining excellent communication with your leads. Start implementing this automation today and enhance your customer engagement!

Learn how to automate tracking and storing LinkedIn leads in Google Sheets using Pabbly Connect for real-time analysis. Follow our step-by-step guide. 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

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1. Accessing Pabbly Connect for Automation

To begin tracking and storing LinkedIn leads in Google Sheets, the first step is accessing Pabbly Connect. This platform allows users to automate workflows without any coding skills. Simply navigate to the Pabbly website by typing ‘Pabbly.com’ in your browser.

Once on the site, you can either sign in or create a new account. Existing users should click on the ‘Sign In’ button located at the top right corner. New users can sign up for free and receive 100 tasks monthly, enabling them to explore the features of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the dashboard. Here, you can create a new workflow by clicking on ‘Create Workflow’. You will see options for using either the new beta or the classic workflow builder. Select the new beta for a more flexible experience.

• Click on ‘Create’ after naming your workflow.
• Select the folder where you want to save your workflow.
• Ensure the workflow is named appropriately for easy identification.

Once your workflow is created, you will need to set the trigger application. In this case, select ‘LinkedIn’ as the trigger application, which will activate the workflow whenever a new lead is generated.

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3. Configuring LinkedIn as the Trigger

With Pabbly Connect, configuring LinkedIn as the trigger is straightforward. In the trigger event, select ‘Lead Notification’ to specify that the workflow should trigger on new leads. Click on ‘Connect’ to establish a connection with LinkedIn.

If you already have a connection, select ‘Save’; otherwise, click on ‘Add New Connection’. You will be prompted to enter your LinkedIn credentials and grant necessary permissions. After establishing the connection, select the sponsored account associated with your LinkedIn leads.

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4. Adding Google Sheets as the Action Application

Next, you will configure Google Sheets as the action application in Pabbly Connect. Click on ‘Add New Action Step’ and search for Google Sheets. Choose ‘Add New Row’ as the action event to log lead details into your Google Sheets.

• Connect to your Google account by clicking ‘Sign In with Google’.
• Grant permission for Pabbly Connect to access your Google Sheets.
• Select the spreadsheet you want to use for storing leads.

After connecting, you will map the fields from LinkedIn to your Google Sheets. This ensures dynamic data entry, allowing new lead details to populate automatically as they come in.

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5. Testing and Saving the Integration

Once you have mapped all necessary fields, it’s time to test the integration. Click on ‘Save and Send Test Request’ to see if the lead details are correctly added to your Google Sheets. If successful, you will see the new entry in the specified spreadsheet.

This testing phase confirms that the connection between LinkedIn and Google Sheets via Pabbly Connect is functioning correctly. If any issues arise, you can troubleshoot by revisiting your mapping or connection settings.

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Conclusion

In this tutorial, we demonstrated how to track and store LinkedIn leads in Google Sheets using Pabbly Connect. By automating this process, you can efficiently manage lead data for real-time analysis. This integration not only saves time but also enhances your lead management strategy.