Author: Rajpal Tomar

Learn how to integrate Jotform with Google Docs using Pabbly Connect. This tutorial covers all steps for automated document creation from form submissions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Jotform with Google Docs, first access Pabbly Connect. Sign in to your Pabbly Connect account by visiting the official website and clicking on the ‘Access Now’ button.

Once logged in, you’ll be directed to your dashboard. From here, initiate a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create Customized Documents in Google Docs on Form Submissions Data.’ Finally, click on ‘Create’ to start setting up your integration.

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2. Setting Up Jotform as the Trigger Application

In this step, you will set Jotform as the trigger application in Pabbly Connect. Select Jotform from the trigger application options and choose the trigger event as ‘New Response.’ This event triggers the workflow whenever a new form response is submitted.

• Search for Jotform in the trigger application list.
• Select ‘New Response’ as the trigger event.
• Copy the webhook URL provided.

Next, open your Jotform account and go to the form you want to integrate. In the form builder, navigate to the ‘Settings’ tab, then go to ‘Integrations.’ Here, search for ‘Webhooks’ and paste the copied URL into the ‘Add Webhook’ field. Click on ‘Complete Integration’ to finalize the setup.

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3. Capturing Response Data from Jotform

After setting up Jotform, it’s time to capture the response data in Pabbly Connect. Submit a test response through your Jotform to ensure the integration is working correctly. Once submitted, return to Pabbly Connect to see the captured response data.

The data will show various fields based on your Jotform setup. For example, if you included a course selection, it will display the selected course. However, you may notice that the current date is not included in this response, which we will address in the next step.

• Fill out your Jotform and submit a response.
• Return to Pabbly Connect to view captured data.
• Identify which fields are missing from the response.

This captured data will be essential for creating your Google Docs document in the next steps.

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4. Adding Google Docs as the Action Application

Now, set Google Docs as the action application in Pabbly Connect. Search for Google Docs, and select the action event as ‘Create Document from Template.’ This action will create a new document based on the template you specify.

Click on ‘Connect’ to link your Google account. If you don’t have an existing connection, select ‘Add New Connection’ and sign in to your Google account. Once connected, select the template document from your Google Docs that contains tags in curly brackets, which will be replaced with data from the Jotform responses.

Select ‘Create Document from Template’ as the action event. Choose the template document with tags. Map the fields from Jotform to the template.

For the new document name, you can combine fields such as the student’s first name, last name, and submission ID to create a unique filename. Choose a location in your Google Drive where this document will be saved, ensuring it matches your organizational structure.

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5. Finalizing the Integration and Testing

With Google Docs set up, finalize your integration in Pabbly Connect. Map the fields from the Jotform response to the respective fields in your Google Docs template. Ensure you include the current date and course name as specified in your template.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to create a document based on the test response. Check your Google Drive to confirm that the document has been created successfully, containing the mapped data.

Review the mapped fields in Pabbly Connect. Submit a test response in Jotform. Verify the document in Google Drive for accuracy.

Once confirmed, your integration is complete! You can now create customized documents in Google Docs automatically whenever a new response is received in Jotform, all thanks to Pabbly Connect.

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Conclusion

This tutorial demonstrated how to integrate Jotform with Google Docs using Pabbly Connect. By following these steps, you can automate document creation based on form submissions, saving time and ensuring accuracy.

Learn how to automate the integration of HubSpot CRM and Teachable using Pabbly Connect in this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for integrating HubSpot CRM and Teachable, first visit the Pabbly Connect website. You can sign up for a new account or log in if you are an existing user. New users get 100 free tasks to explore the platform.

After logging in, navigate to the ‘All Apps’ section and select Pabbly Connect. Click on the ‘Create Workflow’ button to begin setting up your integration. Name your workflow appropriately, such as ‘Nourish to Teachable to HubSpot’.

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2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger in Pabbly Connect to activate the workflow. Select ‘Nourish’ as your trigger application and choose the event ‘Course Purchased’. This will ensure that the workflow starts whenever a new course is purchased.

• Select ‘Nourish’ as the trigger application.
• Choose the event ‘Course Purchased’.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Nourish account settings and navigate to the Integrations section. Click on the Pabbly Connect tab and paste the webhook URL. After pasting, click on ‘Test and Save’ to ensure the connection is established.

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3. Testing the Trigger by Purchasing a Course

After setting up the trigger in Pabbly Connect, it’s time to test it. Purchase a course from Nourish to generate a test submission. This action will send the necessary data back to Pabbly Connect.

For the test, fill in dummy details such as a name, email, and phone number. Complete the purchase process to trigger the webhook. Once the purchase is successful, return to Pabbly Connect to check if the trigger received the data correctly.

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4. Creating a User in Teachable Using Pabbly Connect

Now that we have the trigger set, we will create a new user in Teachable. Select ‘Teachable’ as the action application in Pabbly Connect and choose the action event ‘Create New User’. Connect your Teachable account by entering the required credentials.

• Enter your Teachable account email and password.
• Provide your Teachable subdomain found in the admin section.
• Map the email and name fields from the Nourish response.

Click on ‘Save and Send Test Request’ to create the user. Verify in your Teachable account to confirm that the new user has been created successfully.

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5. Creating a Contact in HubSpot CRM

In this final step, we will create a new contact in HubSpot CRM using the same details. Select ‘HubSpot CRM’ as the action application in Pabbly Connect and choose the action event ‘Create a Contact’. Connect your HubSpot account to Pabbly Connect.

Map the necessary fields such as email, first name, and last name. If the name is not separated, use the text formatter in Pabbly Connect to split the name into first and last names. Click on ‘Save and Send Test Request’ to create the contact.

After completing this step, check your HubSpot account to ensure that the new contact has been created with the correct details, confirming that your integration is successful.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration of HubSpot CRM and Teachable. By following the steps outlined, you can efficiently create users and contacts automatically whenever a new course is purchased. This powerful feature enhances productivity and streamlines your workflow.

Learn how to automate the integration of Facebook leads with Pipedrive CRM using Pabbly Connect. Step-by-step guide to streamline your lead management process. 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 start automating your lead management, access Pabbly Connect. This platform allows you to integrate various applications seamlessly. After logging in, you can create a new workflow to connect your Facebook leads to Pipedrive CRM.

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button. Give your workflow a name, such as ‘Sync Facebook Leads with Pipedrive CRM,’ and click ‘Create’. This sets up the framework for your automation process.

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2. Setting Up Trigger and Action in Pabbly Connect

In your new workflow, you will set up a trigger and an action using Pabbly Connect. The trigger will be the event that starts the automation, while the action is what happens as a result. In this case, the trigger is a new lead captured through your Facebook lead ad.

• Select ‘Facebook Lead Ads’ as the trigger app.
• Choose the specific lead form you want to use.
• Click ‘Save and Send Test Request’ to ensure the connection is working.

After setting up the trigger, proceed to define the action. Here, you will select ‘Pipedrive’ as the action app to send lead data. This will ensure that every new lead captured on Facebook is automatically added to your Pipedrive CRM.

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3. Connecting Facebook Lead Ads to Pabbly Connect

To connect Facebook Lead Ads to Pabbly Connect, click on the connect button in the trigger setup. You will need to authenticate your Facebook account, allowing Pabbly Connect to access your lead forms.

Once connected, select the Facebook page associated with your lead ad. You will see the lead forms available to you. Choose the appropriate form, and click ‘Save and Send Test Request’ to capture sample lead data, ensuring that the integration is functioning correctly.

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4. Sending Lead Data to Pipedrive CRM

After successfully capturing lead data from Facebook, the next step is to send this data to Pipedrive using Pabbly Connect. Set up a new action event to create a person in Pipedrive. You will need to provide the necessary details such as name, email, and phone number.

Map the fields from the Facebook lead data to the corresponding fields in Pipedrive. This ensures that the information is accurately transferred. For instance, map the first name and last name from the lead data to the appropriate fields in Pipedrive.

• Provide the API key from your Pipedrive account to establish the connection.
• Ensure that all required fields are filled in correctly.
• Test the action to confirm that the person is created in Pipedrive.

After testing, you can see the new lead created in your Pipedrive account, confirming that the automation is working as intended.

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5. Automating Lead Creation Process

The final step is to automate the entire lead creation process using Pabbly Connect. Every time a new lead is generated through your Facebook lead ad, it will automatically create a person in Pipedrive and subsequently create a lead.

This automation can be set up by adding another action in Pabbly Connect to create a lead in Pipedrive. Map the relevant fields such as lead name and expected close date. This ensures that your sales team receives the lead information promptly.

With this setup, you can relax knowing that all new leads will be captured and organized in your Pipedrive CRM without manual intervention. This not only saves time but also enhances efficiency in managing leads.

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Conclusion

In this tutorial, we explored how to integrate Facebook leads with Pipedrive CRM through Pabbly Connect. By following these steps, you can automate your lead management process effectively, ensuring that no leads are missed and that your sales team is always updated.

Learn how to integrate Thrive with Pabbly Connect for seamless automation. This tutorial covers each step in detail for effective workflow management. 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 integrate Thrive with Pabbly Connect, you first need to access the Pabbly Connect dashboard. This platform allows you to automate processes without coding skills. using Pabbly Connect

Log in to your Pabbly Connect account or create a new one. You’ll receive 100 free tasks upon signup. Once logged in, click on the ‘Create Workflow’ tab to start setting up your automation.

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2. Setting Up the Trigger Event in Pabbly Connect

The first step in the integration process is setting up the trigger event using Thrive. In Pabbly Connect, select Thrive as your trigger application. using Pabbly Connect

Next, choose the trigger event as ‘Product Purchase’. Click on ‘Connect’ to establish the connection with your Thrive account. You will need to create an API key in Thrive to facilitate this connection. Follow these steps:

• Log into your Thrive account.
• Navigate to the API section and create a new API key.
• Copy the API key and paste it into Pabbly Connect to establish the connection.

After saving the connection, select the product you want to track purchases for. This will allow Pabbly Connect to listen for any product purchases made in Thrive.

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3. Testing the Trigger Integration with Thrive

Once the trigger is set up, it’s essential to test if the integration works correctly. Pabbly Connect will wait for a webhook response from Thrive. using Pabbly Connect

To test, make a test purchase on Thrive. Fill in the required details and complete the order. After the payment, return to Pabbly Connect to see if the webhook response was captured successfully. If successful, you will see customer details like name and email.

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4. Configuring Action Integration with Knowledge

After confirming the trigger works, the next step is to configure the action in Pabbly Connect. Select Knowledge as your action application. using Pabbly Connect

The action event will be to ‘Add User to Course’. Connect your Knowledge account by providing the necessary API key and URL. Then, map the customer information from the previous step to ensure that the user is added correctly to the course.

• Map the customer’s name and email from Thrive to Knowledge.
• Set the course ID for the course where the user will be added.

After mapping, click on ‘Save and Send Test Request’ to ensure the user is added to the course in Knowledge.

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5. Verifying Integration Success

To verify the integration’s success, check your Knowledge account. The user who made the purchase in Thrive should now be added to the specified course. using Pabbly Connect

To test this in real-time, repeat the purchase process in Thrive with a different user. After completing the payment, refresh your Knowledge account to confirm that the new user has been added. This demonstrates that Pabbly Connect has successfully automated the process between Thrive and Knowledge.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, using Pabbly Connect allows you to seamlessly integrate Thrive with Knowledge for efficient automation of user management. Follow the steps outlined to set up your workflows effectively.

Learn how to automate your Pinterest tasks with Pabbly Connect. This guide covers top automations, including posting pins, integrating Google Sheets, and more! 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

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1. Introduction to Pabbly Connect for Pinterest Automation

Pabbly Connect is a powerful integration platform that allows you to automate tasks between various applications, including Pinterest. With Pabbly Connect, you can streamline your Pinterest activities, making it easier to manage your content. This guide will walk you through setting up automations that enhance your Pinterest experience. using Pabbly Connect

By using Pabbly Connect, you can connect Pinterest with various applications like Google Sheets, Twitter, and more. This automation helps in saving time and avoiding manual work, ensuring that your Pinterest account remains active and engaging without constant oversight.

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2. Integrating Pinterest with Google Sheets Using Pabbly Connect

To start automating your Pinterest tasks, the first step is to integrate Pinterest with Google Sheets through Pabbly Connect. This integration allows you to automatically log new pins into a Google Sheets document, keeping a record of all your Pinterest activities.

Follow these steps to set up the integration:

• Log in to your Pabbly Connect account.
• Create a new workflow and name it ‘Pinterest to Google Sheets’.
• Select ‘Pinterest’ as the trigger app and choose ‘New Pin’ as the trigger event.
• Connect your Pinterest account to Pabbly Connect and authorize access.
• Map the details of the pin to a Google Sheets document.

Once you have set up the integration, every time you create a new pin on Pinterest, the details will automatically populate in your Google Sheets, providing you with a comprehensive log of your Pinterest activities.

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3. Automatically Share Pinterest Pins to Twitter with Pabbly Connect

Another useful automation is sharing your Pinterest pins on Twitter using Pabbly Connect. This feature helps you reach a wider audience by automatically posting your Pinterest content on Twitter without additional effort.

To set up this integration, follow these steps:

• Create a new workflow in Pabbly Connect and name it ‘Pinterest to Twitter’.
• Select ‘Pinterest’ as the trigger app with the ‘New Pin’ event.
• Connect your Pinterest account and set up the trigger.
• Choose Twitter as the action app and select ‘Post Tweet’ as the action event.
• Map the title and image URL of the pin to your tweet.

After setting this up, every new pin created on Pinterest will automatically generate a tweet on your Twitter account, promoting your content across platforms efficiently.

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4. Sharing Pinterest Pins to Telegram Channels Using Pabbly Connect

Using Pabbly Connect, you can also share your Pinterest pins directly to Telegram channels. This is particularly useful for teams or communities that discuss and share ideas based on Pinterest content.

To set up this integration, follow these steps:

Create a new workflow in Pabbly Connect and name it ‘Pinterest to Telegram’. Select ‘Pinterest’ as the trigger app and choose ‘New Pin’ as the trigger event. Connect your Pinterest account and authorize access. Choose Telegram as the action app and select ‘Send Message’ as the action event. Map the pin details to the Telegram message.

Once configured, every time you create a new pin on Pinterest, it will automatically be sent to your designated Telegram channel, keeping your team updated with the latest content.

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5. Creating WordPress Posts from Pinterest Pins with Pabbly Connect

With Pabbly Connect, you can also create WordPress posts from new Pinterest pins. This integration is beneficial for bloggers and content creators who want to maintain their WordPress blogs updated with Pinterest content.

Follow these steps to set up the integration:

Create a new workflow in Pabbly Connect and name it ‘Pinterest to WordPress’. Select ‘Pinterest’ as the trigger app and choose ‘New Pin’ as the trigger event. Connect your Pinterest account and set up the trigger. Choose WordPress as the action app and select ‘Create Post’ as the action event. Map the pin details to create a new post in WordPress.

After setting up this automation, every new pin created on Pinterest will automatically generate a corresponding post in your WordPress blog, saving you time and effort in managing content across platforms.

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Conclusion

In conclusion, using Pabbly Connect for Pinterest automation can significantly enhance your content management and marketing strategies. By integrating Pinterest with applications like Google Sheets, Twitter, Telegram, and WordPress, you can streamline your processes and increase your online presence effortlessly. Automating these tasks allows you to focus on creating quality content while Pabbly Connect handles the repetitive tasks for you.

Learn how to automate subscriber management by integrating Mailchimp and SMS services using Pabbly Connect. Follow this detailed step-by-step tutorial. 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

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1. Setting Up Pabbly Connect for Automation

To begin automating your subscriber management process, you’ll need to access Pabbly Connect. This powerful tool allows you to connect various applications seamlessly. Start by signing up for a free account on the Pabbly website and logging in to access your dashboard.

Once on your dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Choose a descriptive name that reflects the purpose of your automation. After naming the workflow, click the ‘Create’ button to proceed to the workflow page where you can set up triggers and actions.

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2. Configuring Webhook in Pabbly Connect

The next step in your automation process is to configure the webhook in Pabbly Connect. After creating your workflow, select ‘Webhook by Pabbly’ as your trigger app. This will generate a unique webhook URL that you will need to copy and use in the external application from which you want to receive data.

• Select ‘Webhook by Pabbly’ in the trigger app field.
• Copy the generated webhook URL.
• Integrate this URL into your chosen external application (e.g., Jotform).

Once the webhook URL is integrated, it will be set to listen for incoming data. You can test the setup by submitting a sample form through your external application to ensure that the webhook is receiving data correctly.

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3. Integrating Mailchimp with Pabbly Connect

After successfully configuring the webhook, the next step is to integrate Mailchimp using Pabbly Connect. In the action step of your workflow, select Mailchimp as the action app. Choose the ‘Add a New Member with Custom Fields’ action event.

To connect your Mailchimp account, you will need to provide your Mailchimp API key and data center name. You can find these details in your Mailchimp account settings. Once entered, select the list where you want to add the new subscriber and map the fields from the webhook response to Mailchimp fields.

• Map the email address, first name, last name, and any other relevant fields.
• Click on ‘Save and Send Test Request’ to verify the connection.

Upon successful mapping and testing, you will see the new subscriber added to your Mailchimp list, confirming that the integration works perfectly.

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4. Sending SMS Using Pabbly Connect

Once a subscriber is added to Mailchimp, the next step is to send an SMS notification using Pabbly Connect. For this, select the ClickSend application as your next action step. Choose the ‘Send SMS’ option.

Connect your ClickSend account by entering your username and API key. After establishing the connection, you can configure the SMS message. Make sure to map the subscriber’s phone number from the webhook response to ensure the SMS is sent to the correct recipient.

Enter the international format for the phone number (e.g., +91 for India). Compose the SMS message, including personalized details from the webhook response.

After finalizing the SMS content, click on ‘Save and Send Test Request’ to send a test SMS. This will confirm that your SMS notification system is functioning correctly through Pabbly Connect.

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5. Conclusion

In this tutorial, we demonstrated how to automate the process of adding Mailchimp subscribers and sending SMS notifications using Pabbly Connect. By following these steps, you can streamline your subscriber management and keep your audience informed effectively.

Pabbly Connect simplifies the integration process, allowing you to set up these automations without any coding knowledge. Start using Pabbly Connect today to enhance your automation capabilities!

Learn how to integrate Mojo with Google Sheets and Zoho using Pabbly Connect in this detailed step-by-step tutorial. Automate your workflows effortlessly! 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 integrating Mojo with Google Sheets and Zoho, you need to access Pabbly Connect. This platform allows seamless automation between different applications.

Start by signing in to your Pabbly Connect account. If you are a new user, you can sign up quickly and receive 100 free tasks to test your automations. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ tab to initiate the integration process.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. You can name your workflow according to your objective, such as ‘Add Subscriber to Zoho Campaign and Send WhatsApp Message on Mojo Payment’.

• Click on ‘Create’ to proceed.
• Select ‘Instam Mojo’ as the trigger application.
• Choose ‘New Sale’ as the trigger event.

Once you select the trigger event, you will receive a webhook URL. Copy this URL as it will connect Pabbly Connect with Instam Mojo, enabling the automation of your workflow.

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3. Setting Up the Webhook in Mojo

To complete the integration, paste the webhook URL into your Instam Mojo account. Navigate to the product settings where you want to set up the webhook. For instance, if you are using the ‘PHP for Beginners’ product, open its settings.

In the product settings, find the option for webhook URL and paste the copied URL from Pabbly Connect. Save the changes to ensure that every sale triggers the webhook, allowing the automation process to run smoothly.

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4. Adding Data to Google Sheets via Pabbly Connect

After configuring the webhook, the next step is to set up Google Sheets as an action application in Pabbly Connect. Choose ‘Google Sheets’ and select the action event as ‘Add New Row’.

• Connect your Google Sheets account to Pabbly Connect.
• Select the spreadsheet where you want to add new leads.
• Map the fields like name, email, and contact number from the webhook response.

After mapping the fields, click ‘Save and Send Test Request’. This action will verify that the data is correctly added to your Google Sheets, allowing you to keep track of new leads efficiently.

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5. Subscribing Users in Zoho Campaigns

Next, to add the new user as a subscriber in Zoho Campaigns, select ‘Zoho Campaigns’ as your action application in Pabbly Connect. Choose the action event ‘Add or Update Subscriber’.

Connect your Zoho Campaigns account and select the list where you want to add the subscriber. Ensure you map the necessary fields like email and name. After setting up, click ‘Save and Send Test Request’ to confirm the subscriber is added successfully.

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6. Sending WhatsApp Messages Using AI Sensei

The final step involves sending a WhatsApp message to the user via AI Sensei. Choose ‘WhatsApp by AI Sensei’ as your action application, and select the action event as ‘Send Template Message’. using Pabbly Connect

Connect your AI Sensei account and fill in the required details, including the message template and user information. Click ‘Save and Send Test Request’ to send a personalized message confirming the payment.

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Conclusion

This tutorial demonstrates how to integrate Mojo with Google Sheets and Zoho using Pabbly Connect. By following these steps, you can automate your workflows and enhance efficiency in managing new leads.

Learn how to create HubSpot contacts automatically when a new Knorish course is sold using Pabbly Connect. Step-by-step guide for seamless integration. 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. Setting Up Pabbly Connect for Integration

To begin automating the process of creating HubSpot contacts on new sales of Knorish courses, first, access Pabbly Connect. This platform allows seamless integration between Knorish and HubSpot CRM.

Start by signing up for a free Pabbly Connect account. Once logged in, navigate to the dashboard to create a new workflow. Click on the ‘Create Workflow’ button and name it, for example, ‘Knorish to HubSpot’. This sets the stage for your automation.

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2. Configuring the Trigger Event in Pabbly Connect

In this step, you will configure the trigger event for your workflow. Select Knorish as the application in the trigger window of Pabbly Connect. Choose the event as ‘Course Purchased’ to track new sales.

• Choose Knorish from the app list.
• Select ‘Course Purchased’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, you need to integrate this webhook URL into your Knorish account. Go to the Integrations section in Knorish settings and paste the webhook URL into the Course Purchase field. Save and test this integration to ensure it’s working correctly.

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3. Capturing Purchase Details from Knorish

Upon successful integration, Pabbly Connect will capture the details of each course purchase. This includes essential information like username, email, and phone number. These details will be essential for creating a new contact in HubSpot CRM. using Pabbly Connect

To verify that Pabbly Connect is receiving the correct data, make a test purchase in your Knorish account. This will trigger the webhook and send the purchase data back to Pabbly Connect. You should see a sample response reflecting the purchase details in your workflow.

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4. Creating a Contact in HubSpot CRM

After capturing the purchase details, the next step is to create a new contact in HubSpot CRM using Pabbly Connect. To set this up, select HubSpot as the action app in the workflow.

• Choose HubSpot from the app list.
• Select ‘Create Contact’ as the action event.
• Connect your HubSpot account to Pabbly Connect.

Map the fields from the Knorish purchase data to the corresponding HubSpot fields, such as first name, last name, email, and phone number. After mapping, send a test request to verify that the contact is created successfully in HubSpot.

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5. Testing and Verifying the Integration

Finally, it’s crucial to test the entire workflow to ensure everything is functioning as expected. Make another test purchase in Knorish and check if the new contact appears in HubSpot CRM.

By using Pabbly Connect, you can automate this process, allowing new contacts to be created instantly upon course purchases. This not only saves time but also enhances your customer management efficiency.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, using Pabbly Connect to integrate Knorish with HubSpot CRM allows for automated contact creation, streamlining your sales process. This setup ensures that every new sale is captured and managed efficiently.

Learn how to integrate WhatsApp with Now I Using Pabbly Connect to automate your payment confirmations and subscriber management. Follow this detailed guide for a seamless setup. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Integrating WhatsApp with Now I Using Pabbly Connect

Integrating WhatsApp with Now I is essential for automating payment confirmations. In this tutorial, we will use Razor to trigger actions in Google Sheets, Zoho, and WhatsApp.

First, you need to set up your accounts in Razor, Google Sheets, Zoho, and WhatsApp by AI Sensei. This integration allows you to streamline your workflow and manage subscriber details efficiently.

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2. Creating a Workflow in Make

To begin, log into your Make dashboard and create a new workflow. Name your workflow something descriptive, like ‘Payment Confirmation Workflow’. This helps you identify it easily later.

Next, you will need to set the trigger event from Razor. Follow these steps:

• Click on ‘Create Workflow’.
• Choose Razor as your trigger application.
• Select ‘Payment Captured’ as the trigger event.

After setting the trigger, you will receive a webhook URL. This URL is crucial for connecting Razor with Make.

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3. Setting Up Webhook in Razor

Now, navigate to your Razor account and set up the webhook. This step is vital for capturing payment events. Here’s how to do it:

In Razor, go to the developers section and find the webhooks option. Create a new webhook and paste the URL you copied from Make. Ensure you select ‘Payment Captured’ as the event to trigger.

Once the webhook is created, you can test it by making a payment. This step ensures that Razor sends the correct data back to Make.

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4. Adding Data to Google Sheets

After capturing the payment, the next step is to log the payment details into Google Sheets. This is done by adding a new row with the subscriber’s information.

Follow these steps to connect Google Sheets:

• Select Google Sheets as your action application.
• Choose ‘Add New Row’ as the action event.
• Map the fields from Razor to the corresponding columns in your Google Sheet.

Once you have mapped the fields, save your changes. This ensures that every time a payment is captured, the subscriber’s details are logged automatically.

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5. Subscribing in Zoho Campaigns

The final step in this workflow is to add the subscriber to Zoho campaigns. This allows you to manage your subscribers effectively and send them updates.

To do this, select Zoho as your next action application and choose ‘Add or Update Subscriber’ as the action event. Ensure you map the subscriber’s email and other details correctly.

After setting this up, you can also send a confirmation message via WhatsApp. Select WhatsApp by AI Sensei and choose the action event to send a template message. This adds a personal touch to your subscriber’s experience.

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Conclusion

This tutorial detailed how to integrate WhatsApp with Now I Using Pabbly Connect for automated payment confirmations and subscriber management. By following these steps, you can enhance your workflow efficiency and customer communication.

Learn how to automate Selzy subscriber creation and WhatsApp messaging using Pabbly Connect in this detailed tutorial. 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 automate the process of creating a Selzy subscriber and sending a WhatsApp message, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website and signing in or creating a free account.

Once logged in, you will see various Pabbly products. Click on the option to access Pabbly Connect and go to the dashboard. Here, you can manage all your workflows, which is essential for this integration.

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2. Creating a Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will prompt you to name your workflow. For this tutorial, name it ‘Webhook to Selzy AI Sensi’. using Pabbly Connect

• Click on ‘Create’ to initiate the workflow.
• You will see two windows: one for the trigger and another for the action.

Set the trigger application as ‘Webhook’. This allows Pabbly Connect to capture the webhook responses from your form submissions automatically. The action will be to create a new subscriber in Selzy using the data captured from the webhook.

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3. Setting Up the Webhook in Pabbly Connect

In this step, you will configure the webhook URL that captures responses from your form. Copy the webhook URL provided by Pabbly Connect and paste it into your form builder application, such as Jotform.

• Go to the settings of your form and navigate to the ‘Integrations’ section.
• Select ‘Webhooks’ and paste the copied URL, then complete the integration.

After setting up the webhook, return to Pabbly Connect and click on ‘Test Webhook’ to ensure it is ready to capture data. Fill out your form with dummy data to test the integration.

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4. Creating a Subscriber in Selzy Using Pabbly Connect

Once the webhook response is received in Pabbly Connect, you can proceed to set up the action to create a new subscriber in Selzy. Select Selzy as the action application and choose the action event as ‘Subscribe to Contact List’.

Connect your Selzy account by entering the API key found in your Selzy account settings. This allows Pabbly Connect to communicate with Selzy and create subscribers automatically based on the webhook response data.

Map the email and phone number fields using the data captured from the webhook. Select the appropriate contact list where the new subscriber will be added.

After mapping the fields, click on ‘Save and Send Test Request’ to ensure that the subscriber is created successfully in Selzy.

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5. Sending WhatsApp Messages Using AI Sensi

After successfully creating a subscriber in Selzy, the next step is to send a WhatsApp message using AI Sensi. Click on the plus sign in Pabbly Connect to add another action step and select AI Sensi as the application.

Choose the action event as ‘Send Template Message’. Connect your AI Sensi account by entering the API key, similar to how you connected Selzy. This allows Pabbly Connect to send messages on your behalf.

Map the mobile number and other necessary fields using data from the webhook response. Select the template you created for WhatsApp messages and include relevant variables.

Finally, click on ‘Save and Send Test Request’ to send a test message to the subscriber. You should see the confirmation of the message sent successfully.

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Conclusion

This tutorial has demonstrated how to use Pabbly Connect to automate the creation of Selzy subscribers and send WhatsApp messages based on webhook responses. By following these steps, you can streamline your subscriber management and communication processes effectively.