Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start automating your payment processes, first access Pabbly Connect by visiting pabby.com/connect. This platform allows you to integrate various applications seamlessly. If you’re new, click on the “Sign Up Free” option to get started with 100 free tasks each month.

Once logged in, click on the “Access Now” button to navigate to the Pabbly Connect dashboard. Here, you can create and manage all your automation workflows efficiently. This is where the magic of integration happens, connecting Insta Mojo, Gmail, and Google Sheets.

2. Creating a Workflow in Pabbly Connect

Now, let’s create a new workflow in Pabbly Connect. Click on the “+ Create Workflow” button. Name your workflow, for example, “Send Order Confirmation Emails and Save Insta Mojo Payments in Google Sheets.” Choose a suitable folder and click “Create.” Your workflow is now set up.

  • Click on the “+ Create Workflow” button.
  • Name your workflow.
  • Select a folder and click “Create.”

The next step is to set up a trigger. Choose Insta Mojo as the trigger application and select “New Sale” as the event. Click on the “Connect” button to proceed. This will generate a webhook URL, which you will use to connect Insta Mojo with Pabbly Connect.

3. Connecting Insta Mojo to Pabbly Connect

To connect Insta Mojo with Pabbly Connect, copy the generated webhook URL. Now, log in to your Insta Mojo account and navigate to your smart pages. Click on the product page you want to connect and find the option to add a webhook.

  • Scroll down to find the “Add Webhook” option.
  • Enable the toggle and paste the webhook URL.
  • Select “Successful Payment” from the dropdown and save your changes.

Once the webhook is set up, it will wait for a response. To test this, make a test payment. After completing the payment, check your workflow in Pabbly Connect to see if the response is received, confirming the integration works.

4. Sending Confirmation Emails via Gmail

Next, we will configure the action application to send confirmation emails through Gmail using Pabbly Connect. Select Gmail as the action application and choose “Send Email” as the event. Click on the “Connect” button and sign in to your Google account, granting necessary permissions.

Once connected, fill in the sender name and email address. Then, map the recipient email address dynamically using the response from Insta Mojo. This step is crucial as it personalizes the emails for each customer based on their payment details.

  • Enter the sender name and email address.
  • Map the recipient email address from the Insta Mojo response.
  • Add a subject and email content, using mapping for personalization.

After configuring the email, click on the “Save and Send Test Request” button to test the email functionality. You should receive a confirmation email in your Gmail account with the mapped data.

5. Logging Payment Data in Google Sheets

Finally, we will log the payment data into Google Sheets using Pabbly Connect. Select Google Sheets as the action application and choose “Add New Row” as the event. Click on the “Connect” button and sign in to your Google account.

Select the spreadsheet where you want to log the data, such as “Insta Mojo Payment Leads.” Map the fields from the Insta Mojo response to the corresponding columns in your Google Sheet. This step ensures that all payment details are recorded accurately.

  • Select the spreadsheet and map the fields.
  • Ensure all necessary payment details are included.
  • Click on “Save and Send Test Request” to finalize.

After saving, check your Google Sheet to confirm that the new payment record has been added. This integration allows you to automate payment confirmations and data logging seamlessly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate payment confirmations via Gmail and log payment data into Google Sheets using Insta Mojo. This setup eliminates manual work, ensuring efficiency and accuracy in your payment processes.