Learn how to automatically enroll new Zenler leads to a course using Pabbly Connect. Follow this detailed tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Zenler Automation
To automatically enroll new Zenler leads to a course, you first need to set up Pabbly Connect. Begin by signing into your Pabbly Connect account. If you are a new user, you can click on the ‘Sign Up for Free’ button to create an account and receive 100 free tasks.
Once logged in, navigate to your dashboard. Click on the ‘Access Now’ button next to Pabbly Connect to reach your workflow dashboard. From here, click the ‘Create Workflow’ button to start setting up your automation process.
2. Creating a Workflow in Pabbly Connect for Zenler
In this step, you will create a new workflow in Pabbly Connect. Name your workflow, for instance, ‘Enroll Zenler Lead in Course’. Select your preferred folder, such as the Zenler folder, to keep your workflows organized.
- Click on the ‘Create’ button to proceed.
- You will be directed to a page where you can set up the trigger and action for your workflow.
Now, you will set Zenler as your trigger application. This means that every time a new lead is generated in your Zenler account, the trigger will activate the workflow in Pabbly Connect.
3. Configuring the Trigger in Pabbly Connect
To configure the trigger, search for Zenler in the trigger application section of Pabbly Connect. Once selected, choose the trigger event as ‘New Lead’. This event will initiate the workflow whenever a new lead is added to your Zenler account.
Next, establish a connection between Zenler and Pabbly Connect. Click on ‘Connect’ and enter your Zenler API key and school/account name. You can find the API key in your Zenler account settings under the ‘Developers’ section. Copy the API key and paste it into Pabbly Connect, then enter your school/account name from the Zenler URL.
4. Enrolling Leads into a Course Using Pabbly Connect
After successfully setting up the trigger, you will now configure the action in Pabbly Connect. Search for Zenler again in the action application section and select the action event as ‘Enroll User to a Course’. This action will enroll the new lead into a specified course.
- Choose the course you want to enroll the lead in, for example, ‘PHP Course for Beginners’.
- You also need to specify the course plan ID, which can be found in your Zenler account.
Map the lead’s details such as first name, last name, and email address to ensure that the correct information is used when enrolling the lead. This mapping is crucial for the automation to work correctly, as it ensures that new lead details replace old ones during the enrollment process.
5. Testing the Automation Setup in Pabbly Connect
To ensure that your automation works, you will conduct a test in Pabbly Connect. Click on ‘Save and Send Test Request’ after mapping the lead details. If everything is set up correctly, you will receive a positive response indicating that the lead has been enrolled in the course successfully.
Finally, check your Zenler account under the ‘Students’ section to verify that the lead appears in your specified course. This confirms that your automation setup is functioning as intended. Now, every time a new lead is generated through form submissions, they will automatically be enrolled in the selected Zenler course.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automatically enroll new Zenler leads into a course. This efficient automation saves time and ensures that leads are promptly enrolled, enhancing your course management process.
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