Author: Rudra Sisodiya

Learn how to automate task creation in Pipedrive when new leads arrive from IndiaMART using Pabbly Connect. Step-by-step tutorial 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

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1. Accessing Pabbly Connect for Automation

To start automating the task creation in Pipedrive when a new IndiaMART lead arrives, you first need to access Pabbly Connect. Go to the Pabbly Connect website at www.Pabbly.com/connect and either sign in or sign up for a free account. Signing up gives you access to 100 free tasks every month, which is perfect for testing your automation.

Once you are logged into Pabbly Connect, you will see the dashboard. From here, you can start creating your workflow. Click on the ‘Create Workflow’ button to begin setting up the automation that will connect IndiaMART and Pipedrive.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and select the classic method. Name your workflow something descriptive, like ‘Create Task in Pipedrive When IndiaMART Lead Arrives’. Select a folder for your workflow and click on the ‘Create’ button.

• Click on the ‘Create Workflow’ button.
• Choose the classic method for workflow creation.
• Name your workflow appropriately.

Once your workflow is created, you will see two windows: the trigger window and the action window. The trigger is what starts the automation, while the action is what happens as a result. In this case, the trigger will be IndiaMART, and the action will be Pipedrive.

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3. Setting Up the Trigger with IndiaMART

The next step involves setting up the trigger in Pabbly Connect. Select IndiaMART as your trigger application and choose the event ‘New Lead’. This means that whenever there is a new lead in your IndiaMART account, it will trigger the workflow.

After selecting the trigger event, Pabbly Connect will provide you with a unique webhook URL. Copy this URL and go to your IndiaMART account. In IndiaMART, navigate to the Lead Manager section, and under Import/Export Leads, select Push API. Here, you will paste the copied webhook URL to establish the connection.

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4. Testing the Webhook Connection

After setting up the webhook URL in IndiaMART, return to Pabbly Connect and click on the ‘Test Your Webhook URL’ button. This will allow you to send a test lead to confirm that the connection is working. If successful, you will see a response indicating the test data has been captured.

• Click on ‘Test Your Webhook URL’ in Pabbly Connect.
• Send a test lead from IndiaMART.
• Verify that the test data is captured successfully.

Once you receive a successful test response, it confirms that the integration between IndiaMART and Pabbly Connect is functioning properly. You are now ready to set up the action step in your workflow.

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5. Creating an Activity in Pipedrive

Now that the trigger is set up, it’s time to create an activity in Pipedrive. For this, select Pipedrive as your action application in Pabbly Connect and choose the action event ‘Create Person’. This step will add the new lead as a person in your Pipedrive account.

To connect Pipedrive to Pabbly Connect, you will need to enter your API token from your Pipedrive account. After entering the token, you can map the lead’s information from the previous step to create a new person in Pipedrive. Make sure to fill in the required fields, such as name, email, and phone number.

Next, you can create an activity for the person you just added. Select the action event ‘Create Activity’ in Pipedrive and map the relevant information, such as the subject and notes from the lead details. Finally, click on the ‘Send Test Request’ button to confirm that the activity is created successfully in Pipedrive.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of tasks in Pipedrive when new leads arrive from IndiaMART using Pabbly Connect. By following these steps, you can streamline your lead management process and ensure that you never miss an opportunity to follow up with potential clients. With Pabbly Connect, integrating various applications becomes simple and efficient, allowing you to focus on growing your business.

Learn how to automate sending personalized SMS messages after receiving payments through Stripe using Pabbly Connect. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for SMS Automation

To start sending personalized SMS after Stripe payments, first, access Pabbly Connect. This platform allows you to automate tasks seamlessly between various applications like Stripe and SMS services.

Open your browser and search for Pabbly Connect. Once on the homepage, you can either sign up for a free account or log in if you already have one. After logging in, you will see the dashboard where you can create new workflows.

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2. Creating a Workflow in Pabbly Connect

In this section, you will learn how to create a workflow in Pabbly Connect to automate sending SMS after a payment is received via Stripe. Click on the ‘Create Workflow’ button on the dashboard.

• Enter a name for your workflow, such as ‘Send Personalized SMS After Stripe Payment’.
• Select the folder where you want to save this workflow.
• Choose the ‘New Beta’ option for a more flexible workflow builder.

Once you have configured these settings, click on the ‘Create’ button. This will take you to the workflow builder where you can set up the trigger and actions for your automation.

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3. Setting Up the Trigger for Stripe Payments

The next step is to set up the trigger that will initiate the workflow in Pabbly Connect. Click on the ‘Add Trigger’ button and select Stripe as your trigger application.

Choose the event as ‘New Charge’. This means that every time a new payment is received through Stripe, it will trigger the workflow. After selecting this, click on the ‘Connect’ button to link your Stripe account.

Follow the instructions to authenticate your Stripe account. You will be provided with a webhook URL that you need to copy and paste into your Stripe account settings under the Webhooks section. This will allow Stripe to send payment notifications to Pabbly Connect.

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4. Retrieving Customer Details from Stripe

Now that your trigger is set up, the next step is to retrieve customer details using Pabbly Connect. Click on ‘Add Action’ and select Stripe again, this time choosing the event ‘Retrieve Customer by Email’.

Map the customer email from the trigger step to get the customer details, including their phone number. This is crucial as you will need this information to send the personalized SMS.

• Ensure you have mapped the email correctly to retrieve the right customer details.
• Check the response to confirm that customer details are correctly fetched.

Once the customer details are retrieved, you can proceed to set up the SMS sending action.

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5. Sending Personalized SMS Using Pabbly Hook

The final step is to send the personalized SMS using an SMS sending application integrated with Pabbly Connect. Click on ‘Add Action’ and select your SMS application, such as Pabbly Hook, and choose the event ‘Send SMS Message’.

In this step, you will need to configure the SMS body. Use dynamic fields to personalize the message, such as including the customer’s name and payment confirmation details. For example, your message could be: ‘Hi {Customer Name}, thanks for your purchase! Your payment was received successfully.’

Finally, enter the sender’s number (your SMS application number) and the recipient’s phone number (mapped from the previous step). Click on ‘Save & Send Request’ to test the setup. If everything is configured correctly, you will receive a confirmation SMS on your phone.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending personalized SMS messages after receiving payments through Stripe. By following these steps, you can enhance customer engagement and streamline your payment confirmation process.

Learn how to automate adding new sales from Razorpay to Google Sheets automatically using Pabbly Connect. Follow this detailed step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Razorpay and Google Sheets Integration

Pabbly Connect is an excellent automation tool that helps integrate different applications seamlessly. In this tutorial, we will use Pabbly Connect to automate the process of adding new sales from Razorpay to Google Sheets.

This integration allows you to track every successful payment made through Razorpay directly in your Google Sheets, making your sales data readily available without manual entry. By using Pabbly Connect, you can ensure that your payment details are logged automatically, enhancing your workflow efficiency.

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2. Accessing Pabbly Connect for Automation

To get started with the integration, first, you need to access Pabbly Connect. Open a new tab in your browser and navigate to pabby.com/connect. Once on the homepage, you can either sign up for a free account or log in if you already have one.

After signing in, you will land on the Pabbly Connect dashboard. Here, you can manage all your automation workflows. Click on the ‘Create Workflow’ button located on the right-hand side to begin setting up your integration with Razorpay and Google Sheets.

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3. Creating the Workflow in Pabbly Connect

In the workflow creation dialog, give your workflow a name, such as ‘Add New Sales from Razorpay to Google Sheets Automatically.’ Choose a folder for your workflow, then click on the ‘Create’ button to proceed. This step is crucial as it sets up the framework for your automation.

Next, you need to set the trigger for your workflow. Click on the plus button and select Razorpay as your trigger application. Choose the event as ‘Payment Captured’ and click on the ‘Connect’ button. This action generates a webhook URL that will link Razorpay with Pabbly Connect.

• Select Razorpay as the trigger application.
• Choose ‘Payment Captured’ as the event.
• Click on ‘Connect’ to generate the webhook URL.

Copy the generated webhook URL and paste it into your Razorpay account under the developers section to complete the setup. This allows Razorpay to communicate payment data to Pabbly Connect.

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4. Setting Up Google Sheets to Receive Data

Once the webhook is configured in Razorpay, return to Pabbly Connect. The next step is to add an action step to your workflow. Click on the plus button again and select Google Sheets as your action application. Choose the event as ‘Add New Row’ and click on ‘Connect’.

You’ll have the option to create a new connection or use an existing one. If creating a new connection, select the ‘Sign in with Google’ option and authorize Pabbly Connect to access your Google Sheets. After successfully connecting, select the spreadsheet where you want to log the payment details.

• Select Google Sheets as the action application.
• Choose ‘Add New Row’ as the action event.
• Connect to Google Sheets by signing in.

Map the fields from Razorpay to the corresponding columns in Google Sheets, such as payment ID, name, email, city, and pin code. This mapping ensures that the correct data is entered into your spreadsheet automatically whenever a payment is captured.

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5. Testing the Integration and Finalizing the Workflow

After setting up the mapping, it’s time to test the integration. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will send a test payment to Razorpay, and if everything is configured correctly, you should see the payment details reflected in your Google Sheets.

Once the test is successful, save your workflow. This finalizes the automation, ensuring that every successful payment recorded in Razorpay is automatically logged into your Google Sheets. This setup significantly reduces manual work and keeps your sales records updated in real-time.

With Pabbly Connect, you can easily integrate multiple applications, making your business operations smoother and more efficient. If you run an online business, this automation will help you keep track of your financial activities seamlessly.

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Conclusion

This tutorial demonstrated how to automate adding new sales from Razorpay to Google Sheets using Pabbly Connect. By following the steps outlined, you can ensure that your payment details are logged automatically, enhancing efficiency in your online business operations.

Learn how to automate sending customer feedback emails via SendGrid after Typeform submissions using Pabbly Connect. Follow this detailed step-by-step tutorial. 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. Accessing Pabbly Connect for Integration

To start automating the process of sending customer feedback emails, first access Pabbly Connect. This platform allows you to seamlessly integrate Typeform and SendGrid for effective email communication.

Begin by navigating to the Pabbly Connect homepage. Here, you can sign up for a new account or log in if you are an existing user. Once logged in, you will be directed to the dashboard where you can create your workflows.

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2. Creating a Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. This initiates the setup process for your integration.

• Name your workflow, e.g., ‘Send Customer Feedback Emails via SendGrid after Typeform Submissions’.
• Select the folder to save your workflow, such as ‘Automations’.
• Choose the ‘New Beta’ option for a modern workflow experience.

After naming and selecting your folder, click on ‘Create’. This will take you to the workflow builder where you can set up triggers and actions.

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3. Setting Up the Trigger for Typeform Submissions

In this step, you will set up Typeform as the trigger in Pabbly Connect. Click on ‘Add a Trigger’ and select Typeform from the list of applications.

Choose the event as ‘New Entry’ which will trigger the workflow whenever a new form submission is received. Connect your Typeform account by following the prompts to authorize Pabbly Connect to access your Typeform data.

Once connected, select the specific feedback form you want to use for this automation. After saving this configuration, you will need to make a test submission in Typeform to ensure that Pabbly Connect can receive the data correctly.

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4. Adding SendGrid as the Action Application

After successfully setting up the Typeform trigger, it’s time to add SendGrid as the action application in Pabbly Connect. Click on ‘Add Action’ and select SendGrid from the application list.

• Choose the action event as ‘Send Email’.
• Connect your SendGrid account by entering the API key generated from your SendGrid account settings.
• Map the fields from the Typeform submission to the email fields in SendGrid.

Fill in the email details such as subject line, sender email, and body content. For the body, you can personalize it using the data received from the Typeform submission, ensuring each customer receives a tailored response.

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5. Testing the Integration

Finally, it’s essential to test the entire integration setup in Pabbly Connect. After configuring both the trigger and action, initiate a test by submitting a new entry in your Typeform feedback form.

Check your SendGrid account to confirm that the email was successfully sent to the customer. This step validates that your automation is functioning correctly and that customer feedback is being acknowledged promptly.

If the test is successful, your workflow is now fully operational! You can make adjustments or add additional actions as needed to enhance your customer engagement.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate sending customer feedback emails via SendGrid after Typeform submissions. By following these steps, you can enhance customer communication effortlessly.

Learn how to send a personalized email after Facebook lead ads submission using Pabbly Connect. Follow our detailed tutorial for seamless integration with Gmail. 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. Accessing Pabbly Connect for Integration

To send a personalized email after Facebook lead ads submission, you first need to access Pabbly Connect. This platform allows you to automate the process between Facebook and Gmail seamlessly.

Start by typing the URL Pabbly.com/connect in your browser. You will be directed to the Pabbly Connect landing page, where you can either sign in or sign up for a free account. Once logged in, you will be taken to your dashboard, where you can create a new workflow.

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2. Creating a Workflow in Pabbly Connect

Now that you are in Pabbly Connect, click on the “Create Workflow” button to begin setting up your integration. You will be prompted to choose between the new beta workflow builder or the classic workflow builder. Choose the beta builder for a modern experience.

• Click on the “Select” button to proceed.
• Provide a name for your workflow, such as ‘Send Personalized Email to Facebook Leads’.
• Click “Create” to finalize your workflow setup.

Your workflow is now created, and you will see a prompt confirming that your workflow has been set up successfully. Next, you will need to add a trigger to initiate the workflow.

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3. Setting Up the Trigger for Facebook Lead Ads

The next step involves setting up the trigger in Pabbly Connect. This trigger will activate when a new lead is submitted via Facebook lead ads. Click on the “Add Trigger” button to select Facebook Lead Ads as your trigger application.

In the trigger setup page, select the app event as ‘New Lead Instant’. This ensures that your workflow will be triggered immediately upon receiving a new lead. After selecting the app event, click on the “Connect” button to link your Facebook account with Pabbly Connect.

• Ensure your Facebook account is logged in for successful connection.
• Select the Facebook page where the lead ad form is located.
• Choose the specific lead form you want to connect.

Once you complete these steps, click on the “Save and Send Test Request” button to verify that the connection works correctly. This will set the stage for sending emails to your leads.

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4. Setting Up Action to Send Email via Gmail

Now it’s time to configure the action step in Pabbly Connect that will send an email to the leads collected from Facebook. Click on the “Add Action Step” option and select Gmail as your action application.

Choose the app event as ‘Send Email’. You will need to connect your Gmail account to Pabbly Connect by clicking on the “Connect” button. Select the existing connection if you have one or create a new one by signing in to your Google account.

Map the recipient’s email address from the form response. Enter the sender name, subject, and email content. Use dynamic mapping to personalize the email with lead details.

After filling in all the required fields, click on the “Save and Send Test Request” button to finalize the setup. You will receive a confirmation response indicating that the email has been sent successfully.

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5. Verifying Email Delivery in Gmail

After setting up the action step in Pabbly Connect, it’s crucial to verify that the emails are being sent as intended. Navigate to your Gmail account to check for the email sent to the lead.

Upon checking your inbox, you should see the personalized email containing the lead’s name, phone number, and email address, confirming that the integration works perfectly. This step ensures that your leads are receiving immediate follow-up emails, enhancing your engagement strategy.

With this setup, you can now automate your email responses to leads generated from Facebook ads, streamlining your lead nurturing process effectively using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to send a personalized email after Facebook lead ads submission using Pabbly Connect. By integrating Facebook Lead Ads with Gmail, you can automate your lead follow-up process efficiently, ensuring timely communication with potential clients.

Start using Pabbly Connect today to enhance your automation workflows and improve your business operations.

Learn how to auto-add Facebook leads to Google Sheets and send WhatsApp messages using Pabbly Connect in this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin with, you need to access Pabbly Connect to set up your integration between Facebook Leads and Google Sheets. Start by visiting the Pabbly Connect landing page by searching for Pabbly.com/connect in your browser. This powerful automation tool allows you to connect various applications without any coding.

Once on the Pabbly Connect page, you have the option to either sign in as an existing user or sign up for free if you are new. Signing up grants you access to 100 free tasks every month, enabling you to explore the platform’s capabilities. After signing in, you will see all Pabbly applications, and you should select Pabbly Connect to proceed with the integration setup.

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2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect account, click on the ‘Create Workflow’ button to initiate the integration process. You will be prompted to choose a workflow builder; select the classic builder for a stable setup. Enter a name for your workflow and select a folder to save it, then click on the ‘Create’ button.

• Choose a workflow name that describes the integration.
• Select a folder for better organization.
• Click ‘Create’ to open the workflow window.

The workflow window is crucial as it contains the trigger and action setup. For this integration, the trigger application will be Facebook Lead Ads, while the actions will be Google Sheets and WhatsApp. This setup will allow you to automate the process of adding leads to Google Sheets and sending WhatsApp messages.

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3. Setting Up Facebook Lead Ads as Trigger

In the workflow window, search for and select Facebook Lead Ads as your trigger application. Choose ‘New Lead Instant’ as the trigger event and click on ‘Connect’. You will then need to add a new connection to link your Facebook account. using Pabbly Connect

After clicking on ‘Add a New Connection’, select your Facebook account and click ‘Continue’. Once connected, select the Facebook page and lead generation form you want to use. Click ‘Save and Send Test Request’ to ensure the connection is successful. You will see a prompt indicating that Pabbly Connect has captured the lead details from your test submission.

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4. Adding Lead Details to Google Sheets

Next, you will set up Google Sheets as the action application in your Pabbly Connect workflow. Search for Google Sheets and select it, then choose ‘Add New Row’ as the action event. Click ‘Connect’ and add a new connection using your Google account.

• Select your Google account and grant the necessary permissions.
• Choose the spreadsheet where you want to add leads.
• Map the lead details from Facebook to the corresponding columns in Google Sheets.

Once you have mapped all the necessary fields, click ‘Save and Send Test Request’. You will receive a confirmation that the lead details have been successfully added to your Google Sheets.

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5. Sending Automated WhatsApp Messages

Finally, to send automated WhatsApp messages, add another action step in your Pabbly Connect workflow. Search for and select WhatsApp Cloud API as your action application, then choose ‘Send Template Message New’ as the event. Click ‘Connect’ and set up your WhatsApp connection by entering the required details like token and phone number ID.

After connecting, map the recipient’s mobile number and template ID. Ensure you fill in the required fields and click ‘Save and Send Test Request’. Upon successful completion, you will receive a confirmation that the WhatsApp message has been sent to the lead. This process will now be automated, ensuring that every new lead receives a personalized message.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the process of adding Facebook leads to Google Sheets and sending WhatsApp messages. By following the steps outlined, you can streamline your lead management process effectively.

Learn how to automate logging webinar registrants from Google Forms to Salesforce CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To log webinar registrants from Google Forms to Salesforce CRM, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in or creating a free account to get started with automation.

Once you are logged in, navigate to the Pabbly Connect dashboard. From here, you can create a new workflow to facilitate the integration between Google Forms and Salesforce CRM. This is where the automation magic happens.

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2. Creating a Workflow in Pabbly Connect

To create a workflow, click on the ‘Create Workflow’ button in your Pabbly Connect dashboard. Name your workflow something descriptive, like ‘Log Webinar Registrants from Google Forms to Salesforce’. This helps you easily identify it later. using Pabbly Connect

• Select the trigger application as Google Forms.
• Choose the event as ‘New Response Received’.
• Click on ‘Connect’ to link your Google Forms account.

After setting up the trigger, you will receive a webhook URL. This URL is crucial as it allows Pabbly Connect to capture the responses from your Google Forms automatically.

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3. Setting Up Google Forms to Connect with Pabbly Connect

Next, you need to set up your Google Form to send responses to Pabbly Connect. Open your Google Form, navigate to the settings, and locate the ‘Responses’ section. Here, you will find an option to link your form to a Google Sheet.

Once linked, copy the webhook URL provided by Pabbly Connect and return to your Google Form. In the Google Sheets linked to your form, click on ‘Extensions’, then ‘Add-ons’, and install the Pabbly Connect Webhook add-on. This will allow your Google Sheets to communicate with Pabbly Connect.

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4. Configuring Salesforce CRM to Receive Data

Now that your Google Form is set up, it’s time to configure Salesforce to receive the data. In Pabbly Connect, add an action step and select Salesforce as your action application. Choose the event as ‘Create Lead’. This step will create a new lead in your Salesforce account whenever a new response is submitted through Google Forms. using Pabbly Connect

• Connect your Salesforce account to Pabbly Connect.
• Map the fields from your Google Form to the corresponding Salesforce fields.
• Test the connection to ensure data is flowing correctly.

By completing these steps, you ensure that every time a registrant fills out your Google Form, their details are automatically logged into your Salesforce CRM, streamlining your lead management process.

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5. Testing the Integration

After configuring both Google Forms and Salesforce, it’s essential to test the integration. Go back to your Google Form and submit a test entry. Once submitted, check your Salesforce account to confirm that a new lead has been created with the information provided in the form.

If the lead appears in Salesforce, congratulations! You have successfully set up the automation using Pabbly Connect. If not, revisit your workflow in Pabbly Connect and check the configurations to ensure everything is set up correctly.

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Conclusion

In this tutorial, we demonstrated how to log webinar registrants from Google Forms to Salesforce CRM using Pabbly Connect. By following these steps, you can automate your lead management process and ensure no inquiry slips through the cracks. This integration will help you manage your leads more efficiently and effectively.

Learn how to automatically add web form leads to HubSpot CRM using Pabbly Connect. Step-by-step guide 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 HubSpot Integration

To add web form leads to HubSpot CRM automatically, you will first need to access Pabbly Connect. Begin by typing the URL Pabbly.com/connect in your browser. This will take you to the Pabbly Connect landing page where you can either sign in or sign up.

If you are new to Pabbly, click on the sign up free button. Existing users should click on sign in. After signing in, you will be directed to the Pabbly Connect dashboard, where you can create your workflow.

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2. Creating Your Workflow in Pabbly Connect

Once on the dashboard, select the Pabbly Connect option and click on the create workflow button. You will be prompted to choose between the new beta workflow and the classic workflow builder. For this tutorial, select the classic workflow builder.

• Click on create workflow.
• Enter a name for your workflow, such as Web Form Leads.
• Select your desired folder for the workflow.

After naming your workflow, click on the create button. You will see a confirmation message that your workflow has been created successfully. Now, you need to set up a trigger for your workflow.

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3. Setting Up the Trigger with Elementor

In this section, you will select the trigger app, which is Pabbly Connect integrated with Elementor. Type Elementor in the trigger app field and select it. The next step is to choose the trigger event, which should be New Form Submission.

After selecting the trigger event, you will receive a webhook URL. This URL is crucial as it connects your Elementor form to Pabbly Connect. Copy this webhook URL to your clipboard and proceed to your WordPress site.

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4. Configuring Your Elementor Form

Log in to your WordPress dashboard and navigate to the pages section. Click on add new and then edit with Elementor. Drag and drop a form widget into your page. Customize your form by adding fields like First Name, Last Name, Email, and Phone Number.

• Remove any unnecessary fields from the form.
• Go to Actions After Submit and select Webhook.
• Paste the webhook URL copied from Pabbly Connect.

After configuring the form, click on publish to make it live. This setup ensures that whenever someone submits the form, the data will be sent to Pabbly Connect.

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5. Finalizing the Integration with HubSpot CRM

Now, return to Pabbly Connect to finalize the integration. You should see that it is waiting for a response. Fill out the Elementor form you just created and submit it. This action will trigger the webhook.

Once the form is submitted, go back to Pabbly Connect and you should see the response with the details you filled in the form. Next, select HubSpot CRM as your action app and choose the action event as Create a Contact.

Click on the connect button to authorize the connection between Pabbly Connect and HubSpot CRM. Map the fields from your Elementor form to the corresponding fields in HubSpot CRM, such as First Name, Last Name, Email, and Phone Number. Finally, click on Save and Send Test Request to complete the integration.

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Conclusion

This tutorial has shown you how to use Pabbly Connect to automatically add web form leads to HubSpot CRM. By following the steps outlined, you can streamline your lead management process and enhance your business efficiency.

Learn how to seamlessly integrate IndiaMART leads into Pipedrive using Pabbly Connect. This step-by-step guide covers everything you need to know. 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 integrate IndiaMART leads into Pipedrive, start by accessing Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’. This platform is essential for automating your lead management process.

Once on the site, you’ll see options to either sign in or sign up. If you are a new user, click on ‘Sign up for free’ to explore the features. Existing users can simply click on ‘Sign in’. After logging in, you will be directed to the dashboard where you can create your workflow.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to choose between the new and classic workflow builders. For this tutorial, select the classic builder for a familiar interface.

• Name your workflow ‘Add New India Leads as Pipedrive Contacts’.
• Choose a folder to save your workflow, like ‘Automations’.

Once you have named your workflow and selected the folder, click on the ‘Create’ button. This will take you to the workflow window where you can set your trigger and action.

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3. Setting Up the Trigger in Pabbly Connect

In the workflow window, you will need to set a trigger for your automation. For this integration, select IndiaMART as your trigger application. This means that whenever a new lead is generated, it will initiate the workflow.

Choose the trigger event as ‘New Leads’. Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect IndiaMART with Pabbly Connect.

• Open your IndiaMART account and navigate to the Lead Manager.
• Select ‘Import Export Leads’ and then ‘Push API’.
• Choose ‘Other’ as the source and enter ‘Pabbly Connect’ in the CRM platform name.

Paste the copied webhook URL into the web listener URL field and click on ‘Save Details’. This action successfully connects your IndiaMART leads to Pabbly Connect.

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4. Configuring Pipedrive as the Action Application

After setting up the trigger, it’s time to configure Pipedrive as the action application. In your Pabbly Connect workflow, search for Pipedrive and select it. The action event you need to choose is ‘Create a Person’. using Pabbly Connect

Click on ‘Connect’ and then ‘Add a New Connection’. You will need to provide your Pipedrive API token. To find this, go to your Pipedrive account, click on your profile picture, select ‘Personal Preferences’, and then go to ‘API’. Copy the API token and paste it back into Pabbly Connect.

Map the fields from the previous step to the Pipedrive fields. Ensure to fill in all required fields like name, phone number, and email.

Once all details are mapped, click on ‘Save and Send Test Request’. This will create a new contact in Pipedrive with the information received from IndiaMART.

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5. Testing the Integration and Final Steps

With the workflow set up, it’s important to test the integration to ensure everything is functioning correctly. After clicking on ‘Save and Send Test Request’, you should receive a confirmation that a new person has been created in your Pipedrive account.

Check your Pipedrive account to verify that the new lead appears with the correct details. This confirms that your integration is working as intended. Now, every time a new lead is generated in IndiaMART, it will automatically be added to your Pipedrive contacts through Pabbly Connect.

By utilizing Pabbly Connect, you can streamline your lead management process, enhancing your sales efficiency and ensuring that no leads are missed.

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Conclusion

Integrating IndiaMART leads into Pipedrive using Pabbly Connect simplifies your workflow and enhances productivity. With this step-by-step guide, you can automate your lead management process effectively.

Learn how to send automated birthday greetings to clients using Pabbly Connect, Google Sheets, and Gmail. Follow this detailed tutorial for seamless 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 Automated Birthday Greetings

To send automated birthday greetings to clients, the first step is to access Pabbly Connect. Open your browser and go to the Pabbly Connect landing page by entering ‘Pabbly.com/connect’. This is where you can create your automation workflow.

Once on the Pabbly Connect page, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to create an account and receive hundreds of tasks free each month. Existing users should click ‘Sign in’ to access their dashboard.

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2. Creating Your Workflow in Pabbly Connect

After signing in, click on the ‘Create Workflow’ button to begin setting up your automation. You will be prompted to select the workflow builder. Choose the new workflow builder for a modern interface. using Pabbly Connect

• Click on ‘Create’ after naming your workflow.
• This opens the workflow window where you can set triggers and actions.
• Select ‘Schedule’ as your trigger application to run this workflow daily.

Now, set the event to ‘Schedule Workflow’ and connect it. Specify that you want this workflow to run every day at 9:00 AM. After saving this, your automated birthday greetings workflow will be ready to trigger daily.

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3. Fetching Current Date for Birthday Checks

The next step involves fetching the current date using Pabbly Connect. Add another action step and select ‘Date Time Format’ as the action application. This allows you to format and retrieve the current date.

Set the event to ‘Current Date’ and connect it. Specify the format as ‘Date, Month, Year’. This ensures that the workflow retrieves the date correctly for comparison with client birthdays.

• Map the current date to exclude the year, focusing only on the day and month.
• Add another action step with ‘Text Formatter’ to split the date.
• Use ‘Split Text’ to separate the day and month for further processing.

After processing the date, your workflow can now check against the birthday data stored in Google Sheets.

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4. Integrating Google Sheets to Retrieve Client Birthdays

Now, it’s time to integrate Google Sheets using Pabbly Connect. Add an action step and select Google Sheets as the application. Choose ‘Lookup Spreadsheet Rows’ as the event and connect your Google Sheets account.

Once connected, specify the spreadsheet name where client details are stored, and select the relevant sheet. For the lookup value, map the date and month you retrieved earlier. This allows the workflow to find any client whose birthday matches the current date.

Enter the lookup column as ‘E’ and the data column as ‘F’ where client information is stored. Make sure to capture advanced responses for detailed client data.

After saving this step, the workflow will successfully retrieve the details of clients whose birthdays are on the current date.

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5. Sending Birthday Emails via Gmail

Finally, it’s time to send birthday greetings using Gmail through Pabbly Connect. Add a new action step and select Gmail as the application. Choose ‘Send Email V1’ as the event and connect your Gmail account.

Map the recipient email address from the previous response to personalize each birthday greeting. Fill in the sender’s name, subject, and content of the email. Use HTML formatting for a visually appealing message.

Map the client’s first and last name into the email content for personalization. Test the email to ensure it sends correctly.

After completing this setup, your automated birthday greetings workflow is fully functional. Each day at 9:00 AM, it will check for birthdays and send personalized greetings automatically.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate birthday greetings for clients using Google Sheets and Gmail. By following these steps, you can ensure that your clients receive personalized messages on their special day without manual intervention.