Integrating Insta Mojo Payments with Google Sheets and ConvertKit using Pabbly Connect

Learn how to automate your Insta Mojo payments, Google Sheets tracking, and ConvertKit subscriptions using Pabbly Connect for seamless business management. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Insta Mojo payments, Google Sheets, and ConvertKit, you first need to access Pabbly Connect. This platform allows you to automate tasks without any coding skills. Start by visiting the Pabbly Connect website and sign in to your account.

If you are a new user, you can sign up for free and receive 100 tasks each month. Once logged in, navigate to the ‘All Apps’ window and select Pabbly Connect to access the dashboard where you can create workflows for automation.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automation. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for a workflow name and folder selection.

• Name your workflow, for example, ‘Insta Mojo Payment to Google Sheets and ConvertKit’.
• Select a folder to save this workflow, such as ‘Insta Mojo Automations’.
• Click on ‘Create’ to establish the workflow.

Once your workflow is created, you will see two sections: Trigger and Action. The trigger is what starts the automation, while the action is the task performed in response. Select your trigger application as Insta Mojo V2 from the list.

3. Setting Up the Insta Mojo Trigger

Setting up the trigger in Pabbly Connect is crucial for capturing new sales. Choose ‘New Sale’ as the trigger event in the Insta Mojo V2 application. This allows Pabbly Connect to capture payment details as soon as a customer makes a purchase.

After selecting the trigger event, Pabbly Connect provides a webhook URL. Copy this URL as it will be used to connect Insta Mojo with Pabbly Connect. Open your Insta Mojo account, navigate to the settings of your smart page, and paste the webhook URL in the ‘Add Webhook’ section.

• Enable the webhook by turning on the switch.
• Select ‘Successful Payments’ to capture only successful transactions.
• Click ‘Save and Update’ to confirm your settings.

Once the webhook is successfully added, return to your Pabbly Connect workflow. It will indicate that it is waiting for a webhook response, confirming that the setup is correct.

4. Capturing Payment Details in Google Sheets

Now that the trigger is set up, the next step is to capture payment details in Google Sheets. In Pabbly Connect, add a new action step and select Google Sheets as the action application. Choose ‘Add New Row’ as the action event to insert payment details into your spreadsheet.

Connect your Google Sheets account by clicking on ‘Connect’ and authorizing access. Once connected, select the spreadsheet where you want to record the payment details. Map the required fields such as payment ID, name, email, phone number, and address from the previous step’s response.

Select the spreadsheet named ‘Insta Mojo Payment Details’. Choose the sheet where the data will be added, usually ‘Sheet1’. Map the fields accordingly to ensure accurate data entry.

After mapping all the required fields, click on ‘Save and Send Test Request’ to verify that the data is correctly added to your Google Sheets.

5. Adding a Subscriber in ConvertKit

The final step in the integration process is to add the customer as a subscriber in ConvertKit. In Pabbly Connect, add another action step and choose ConvertKit as the action application. Select ‘Add Subscriber to Sequence’ as the action event to include the customer in your email list.

Connect your ConvertKit account by entering the API key and secret obtained from your ConvertKit settings. After connecting, select the sequence where you want to add the subscriber. Map the subscriber’s email, first name, and last name using the data captured from the previous steps.

Choose the sequence named ‘PHP for Programming’. Map the email and names from the payment details received. Click ‘Save and Send Test Request’ to finalize the subscriber addition.

Once you receive a positive response, check your ConvertKit account to confirm that the new subscriber is added successfully. This integration ensures that your customers receive timely updates and promotions, enhancing your engagement efforts.

Conclusion

In this tutorial, we explored how to integrate Insta Mojo payments with Google Sheets and ConvertKit using Pabbly Connect. By automating these processes, you can efficiently manage customer data and enhance your business operations. This seamless integration allows for better tracking of transactions and improved communication with your customers.