Author: Rajpal Tomar

Learn how to create an AWeber subscriber from LinkedIn Leads using LinkedIn Legion integration. Step-by-step tutorial for seamless automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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Setting Up Pabbly Connect for LinkedIn Leads

To create an AWeber subscriber from LinkedIn Leads, the first step is to set up Pabbly Connect. This automation software will help connect your LinkedIn Leads with AWeber seamlessly. Start by visiting the Pabbly Connect homepage and either sign in or sign up for a free account.

Once logged in, you will see the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button, and a dialog box will appear. Here, you can name your workflow, such as ‘Create AWeber Subscriber from LinkedIn Leads’, and select your folder for organization. After naming your workflow, click on the ‘Create’ button.

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Setting Up LinkedIn Leads as Trigger

In this section, you will set up LinkedIn Leads as the trigger application. Select LinkedIn Leads as your trigger application and choose the event ‘New Lead Gen Form Response’. This will allow Pabbly Connect to react whenever a new lead is generated from your LinkedIn campaign.

Next, click on ‘Connect’ to build a new connection. If you have previously connected your LinkedIn account, you can select the existing connection. Otherwise, choose ‘Add New Connection’. After successfully connecting, select your LinkedIn account, which in this case is named ‘Navin Ki’. Now, choose your lead form, such as the ‘Simple Lead Form’. This ensures that only leads from this form will be processed.

• Select the trigger application as LinkedIn Leads.
• Choose the event as New Lead Gen Form Response.
• Connect your LinkedIn account to Pabbly Connect.
• Select your specific lead form.

After setting up the trigger, submit a new lead response in your LinkedIn Lead Gen form to test the connection. This will allow Pabbly Connect to capture the lead details.

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Setting Up AWeber as Action Application

Now that your trigger is set, it’s time to configure AWeber as the action application. Select AWeber and choose the action event ‘Add or Update Subscriber’. This step is crucial as it will determine how the leads are processed and added to your AWeber account.

Click on ‘Connect’ to create a new connection with AWeber. If you have connected AWeber before, you can select the existing connection. Otherwise, choose ‘Add New Connection’ and enter your AWeber credentials. After successful authorization, you will see your account ID automatically updated.

• Choose AWeber as the action application.
• Select the action event to Add or Update Subscriber.
• Connect to your AWeber account.
• Map the necessary fields from LinkedIn Leads.

Next, select the List ID where you want to add the subscriber. In this example, choose the list named ‘New Customer’. This ensures that the new leads are added to the correct list in your AWeber account.

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Mapping Lead Data from LinkedIn Leads to AWeber

With both the trigger and action set, the next step is to map the lead data from LinkedIn Leads to AWeber. This involves taking the information captured from the lead form and inserting it into the corresponding fields in AWeber. Start by mapping the full name, email, and phone number from the lead response.

To do this, select the fields from the LinkedIn Leads response and map them to the respective AWeber fields. For instance, map the email address and phone number accurately. Once you have completed the mapping, click on ‘Save and Send Test Request’ to verify that the data transfer works correctly.

After successfully receiving a response, check your AWeber account to confirm that the new subscriber has been added with the correct information. This step is essential to ensure that your automation is functioning as intended.

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Final Setup and Summary of LinkedIn Leads Integration

In summary, you have successfully set up an automation that creates an AWeber subscriber from LinkedIn Leads using Pabbly Connect. This integration allows you to automatically add new leads from your LinkedIn campaigns into your AWeber account without manual intervention.

To recap, the key steps involved were setting LinkedIn Leads as the trigger, configuring AWeber as the action, and mapping the lead data accurately. With this automation in place, you can efficiently manage your leads and enhance your email marketing efforts.

If you wish to replicate this workflow, you can find the Clone Link in the description box below. This will allow you to set up the same integration effortlessly.

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, integrating LinkedIn Leads with AWeber through Pabbly Connect streamlines your lead management process. By following the steps outlined, you can automate subscriber creation and improve your marketing efficiency.

Learn how to integrate LinkedIn Leads with AWeber using Pabbly Connect to automate subscriber creation effortlessly. 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 LinkedIn Leads Integration

To integrate LinkedIn Leads with AWeber, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect homepage, where you will find options to sign in or sign up for a free account. If you are a new user, click on the ‘Sign Up Free’ button to get started with 300 tasks every month.

Once signed in, you will be directed to the Pabbly Connect dashboard. Here, you can see all Pabbly apps. Click on the ‘Create Workflow’ button located at the top right corner. This action is crucial as it allows you to set up the automation workflow that will connect your LinkedIn Leads to AWeber.

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2. Creating a Workflow in Pabbly Connect

In the workflow creation dialog, you need to name your workflow. For this integration, name it ‘Create AWeber Subscriber from LinkedIn Leads’. Additionally, select your preferred folder for organization. Click on the ‘Create’ button to proceed. using Pabbly Connect

• Name your workflow appropriately.
• Select a folder for better organization.
• Click on the ‘Create’ button to start.

After creating the workflow, you will see options for setting up a trigger and action. The trigger is what starts the automation, and in this case, it will be linked to LinkedIn Leads. Ensure that you select the ‘LinkedIn Lead Gen Forms’ as your trigger application and set the trigger event to ‘New Lead Gen Form Response’.

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3. Setting Up the Trigger in Pabbly Connect

To connect your LinkedIn Lead Gen Forms with Pabbly Connect, click on the ‘Connect’ button to build a new connection. If you have previously connected your LinkedIn account, you can select that existing connection. Otherwise, choose ‘Add New Connection’ and authorize the connection.

Once authorized, select your LinkedIn account, which in this example is named ‘Navin Ki’. Then, choose the lead form you wish to use. Here, select the ‘Simple Lead Form’ since you want leads from this specific form to be added as subscribers in AWeber.

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4. Testing the Trigger Response in Pabbly Connect

To test the trigger, you need to submit a new lead response in your LinkedIn Lead Gen Form. Fill out the form with a dummy email address and phone number, ensuring the first name, last name, and company name are pre-filled. Click on the ‘Submit’ button to send this information to Pabbly Connect. using Pabbly Connect

• Fill in the dummy email and phone number.
• Submit the form to trigger the response.
• Ensure the latest lead is captured by Pabbly Connect.

After submitting, go back to Pabbly Connect and click on the ‘Save and Send Test Request’ button. This action will show whether Pabbly Connect successfully received the lead information, including the email address and phone number. Confirm that the data appears correctly in the response.

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5. Setting Up the Action in Pabbly Connect

With the trigger successfully set up, it’s time to configure the action in Pabbly Connect. Select AWeber as your action application and choose the action event ‘Add or Update Subscriber’. Click on the ‘Connect’ button to establish a new connection with AWeber.

After connecting, select your AWeber account. You will need to authorize access again. Once authorized, select the List ID where new subscribers should be added. Map the data from the LinkedIn lead response to the appropriate fields in AWeber, such as full name and email address. Finally, click on ‘Save and Send Test Request’ to ensure the integration works as expected.

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Conclusion

In this tutorial, we covered how to create AWeber subscribers from LinkedIn Leads using Pabbly Connect. By following these steps, you can automate the process of adding new leads as subscribers effortlessly. This integration not only saves time but also enhances your marketing efficiency.

Learn how to create sub-folders and share folders with team members using Pabbly Connect. This detailed tutorial covers all steps and integrations. 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. Creating Sub-Folders in Pabbly Connect

To create sub-folders in Pabbly Connect, first access your Pabbly Connect account. This feature allows you to manage and organize your automation workflows effectively. Start by locating the folders you have created for your clients, such as Company A, Company B, and Company C. using Pabbly Connect

To create a sub-folder under Company A, click on the three dots next to the folder name and select the ‘Create Folder’ option. Enter a name for the sub-folder, for example, ‘HR,’ and select ‘Company A’ as the parent folder. Click on ‘Create Folder’ to finalize this action. This process can be repeated to create additional sub-folders as needed.

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2. Organizing Workflows in Pabbly Connect

Once you have created your sub-folders, you can organize your workflows within them. Pabbly Connect allows you to create multiple layers of folders for better workflow management. For instance, under the ‘Support Team’ sub-folder, you can create another sub-folder named ‘Zendesk’ for all Zendesk-related automations. using Pabbly Connect

• Select the parent folder as ‘Support Team’ when creating the ‘Zendesk’ sub-folder.
• Click on ‘Create Folder’ to establish the new sub-folder.
• Repeat the process to create as many sub-folders as required.

By organizing your workflows in this manner, you can easily manage and segregate your automation tasks within Pabbly Connect. This hierarchy helps in keeping your account structured and efficient.

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3. Sharing Folders with Team Members in Pabbly Connect

Pabbly Connect also enables you to share entire folders or sub-folders with your team members, enhancing collaboration. To share a folder, navigate to the folder you wish to share, click on the three dots, and select ‘Share’. This action will direct you to the team member section of your account. using Pabbly Connect

Here are the steps to share a folder with a team member:

• Click on the ‘Add Team Member’ button.
• Enter the email address of the team member you want to add.
• Select the folder or sub-folder you wish to share and click ‘Add’.

Once added, the team member will have access to all automation workflows within the shared folder, allowing seamless collaboration on projects.

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4. Managing Workflow Access in Pabbly Connect

After sharing a folder, you can manage access to the workflows contained within it. If you need to move workflows between folders, Pabbly Connect makes this easy. For example, if you want to move workflows from the ‘Test’ folder to the ‘Zendesk’ sub-folder, select the workflows and choose the ‘Move Workflow’ option. using Pabbly Connect

In the dropdown menu, select the destination folder, such as ‘Zendesk,’ and click ‘Move’. This action will transfer the selected workflows to the new location. Any changes made to the workflows will be reflected in both your account and the team member’s account.

To verify access, log into the team member’s account and check if the workflows are visible in the shared folder. This ensures that all members have the most up-to-date access to necessary workflows.

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5. Finalizing Access and Workflows in Pabbly Connect

To finalize access and ensure workflows are shared appropriately, consider sharing entire folders with team members. For instance, if you want to share the root folder ‘Company A,’ follow the same process of clicking on ‘Share’ and adding the team member. using Pabbly Connect

Once the folder is shared, all sub-folders and workflows within it will also be accessible to the team member. This comprehensive sharing approach allows for efficient management of team projects.

After sharing, any updates made to the workflows will automatically sync with the team member’s account, ensuring they have the latest information. Regularly check and adjust access as needed to maintain effective collaboration within Pabbly Connect.

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Conclusion

In this tutorial, we covered how to create sub-folders and share folders with team members using Pabbly Connect. By following these steps, you can enhance your workflow organization and collaboration capabilities effectively.

Learn how to send WhatsApp messages automatically on AITable.ai form submission using Pabbly Connect. Step-by-step guide with detailed instructions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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Access Pabbly Connect to Set Up Automation

To start sending WhatsApp messages on AITable.ai form submission, you need to access Pabbly Connect. This platform is essential for automating the integration between AITable.ai and WhatsApp.

First, visit the Pabbly Connect landing page by searching for ‘Pabbly Connect’ in your browser. You will see options to sign up for free or sign in. If you are a new user, select the ‘Sign Up for Free’ option for 100 free tasks every month. Existing users should click on ‘Sign In’ to access their dashboard.

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Create a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button to begin. You will be prompted to name your workflow and select a folder to save it in.

For this tutorial, name your workflow ‘Send WhatsApp Messages on AITable.ai Form Submission’ and assign it to the ‘Automations’ folder. After naming, click on ‘Create’ to proceed to the workflow window where you will configure the trigger and action.

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Set Up Trigger for AITable.ai

In the workflow window, select AITable.ai as the trigger application in Pabbly Connect. Choose the trigger event as ‘New Form’ to initiate the workflow whenever a form is submitted.

Click on ‘Connect’. If you have an existing connection, you can select it; otherwise, click on ‘Add New Connection’. You will need to enter the API token from your AITable.ai account. Follow these steps:

• Log into your AITable.ai account.
• Click on your profile in the lower left corner.
• Go to ‘My Settings’ and then to the ‘Developer’ section.
• Generate the API token and copy it.

Paste the token into the Pabbly Connect workflow and click on ‘Save’. Now, select the space, data sheet, and form for the trigger setup.

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Configure Action to Send WhatsApp Messages

After setting up the trigger, it’s time to configure the action. Select WhatsApp Cloud API as the action application in Pabbly Connect. For the action event, choose ‘Send Template Message’.

Click on ‘Connect’. If you have a previous connection, select it; otherwise, create a new one. You will need to enter the temporary access token, phone number ID, and WhatsApp business account ID. You can find these in your WhatsApp developer account.

• Copy the temporary access token.
• Copy the phone number ID.
• Copy the WhatsApp business account ID.

Paste these details into the corresponding fields in Pabbly Connect and click on ‘Save’. Now, select the message template you created earlier for WhatsApp messages.

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Testing the Automation Workflow

Now that you have configured both the trigger and action, it’s time to test your automation. Submit a dummy response through your AITable.ai form to see if the WhatsApp message is sent correctly. using Pabbly Connect

After submitting the form, return to your Pabbly Connect workflow and check if the response has been captured. If successful, you will see the dummy details populated in the workflow. Next, verify that the WhatsApp message has been sent to the mobile number you specified.

To confirm, open your WhatsApp and check for the message. You should see the message with the name you entered in the form, indicating that the automation is working correctly.

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Conclusion

In this tutorial, we demonstrated how to send WhatsApp messages on AITable.ai form submission using Pabbly Connect. By following these steps, you can automate your lead communication effectively.

Utilizing Pabbly Connect allows seamless integration between AITable.ai and WhatsApp, ensuring you never miss a lead. Start automating your workflows today!

Learn how to automate adding Salesmate contact details to Google Sheets 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 start the process of adding Salesmate contact details to Google Sheets, you first need to access Pabbly Connect. This platform allows seamless automation between different applications.

Open your browser and search for Pabbly Connect. You will find options to sign up for free or sign in if you are an existing user. Choose the appropriate option to access your dashboard.

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2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a new workflow. Click on the button labeled ‘Create Workflow’. You will be prompted to name your workflow and select a folder for it.

• Name your workflow ‘Salesmate Contact Details in Google Sheets’.
• Select the folder named ‘Automations’.

After naming and selecting the folder, click on ‘Create’ to proceed to the workflow window, where you will set up the trigger and action for your automation.

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3. Setting Up the Trigger for Salesmate

In this step, you will configure the trigger in Pabbly Connect. Select Salesmate as your trigger application. For the trigger event, choose ‘New Contact’ to initiate the workflow whenever a new contact is created.

Pabbly Connect will provide you with a webhook URL. You need to copy this URL and configure it in your Salesmate account. To do this, log into your Salesmate account, navigate to the setup icon at the top right, and select ‘Automation’ followed by ‘Workflow Management’.

• Click on ‘New Rule’ and name it appropriately.
• Set the execution criteria to ‘Create’.
• In the actions section, select ‘Call Webhook’ and paste the copied URL.

After saving these settings, your trigger will be successfully set up to capture new contacts from Salesmate.

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4. Configuring the Action in Google Sheets

After setting up the trigger, it’s time to configure the action in Pabbly Connect. Choose Google Sheets as the action application and select ‘Add New Row’ as the action event.

You will need to connect your Google Sheets account to Pabbly Connect. If you have not connected it before, click on ‘Add a New Connection’ and sign in with your Google account. Grant the necessary permissions to allow Pabbly Connect to access your Google Sheets.

Select the spreadsheet named ‘Salesmate Contacts’. Choose the sheet name as ‘Sheet1’.

Next, map the fields such as first name, last name, email, and mobile number from the previous step to ensure that the correct data is added to Google Sheets.

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5. Testing the Workflow for Success

With everything set up in Pabbly Connect, it’s time to test your workflow. Fill out the form that creates a new contact in Salesmate. After submitting the form, check if Pabbly Connect has captured the response correctly.

Once you confirm that the data is captured, refresh your Google Sheets to see if the new contact details appear. You should see the first name, last name, email, and mobile number added to the specified sheet.

Submit a test entry with sample data. Verify that the contact appears in both Salesmate and Google Sheets.

If the test is successful, your automation is complete, and you can now add new contacts to Salesmate and have them automatically logged in Google Sheets using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding Salesmate contact details to Google Sheets. By following the step-by-step instructions, you can streamline your workflow effectively.

Learn how to send Slack notifications for AITable.ai form submissions using Pabbly Connect. Follow our step-by-step guide for seamless integration. 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 send Slack notifications for AITable.ai form submissions, first access Pabbly Connect. This powerful integration platform allows you to automate tasks seamlessly between applications.

Visit the Pabbly Connect homepage at Pabbly.com/connect. Here, you can either sign up for a free account or log in if you’re an existing user. New users can access 300 tasks monthly to explore the software.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button located at the top right corner. This will initiate the process of setting up your automation.

• Name your workflow as ‘Send Slack Notification for AITable.ai Form Submissions’.
• Select a folder to save your workflow, such as ‘Automations’.

After naming your workflow and selecting a folder, click the ‘Create’ button to proceed. This step sets the stage for defining your trigger and action within the automation.

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3. Setting Up AITable.ai as the Trigger Application

In this step, you will set AITable.ai as the trigger application in Pabbly Connect. Click to select AITable.ai as your trigger application and choose the event as ‘New Form’.

Next, you need to connect your AITable.ai account. Click on ‘Connect’, then select ‘Add New Connection’. You will be prompted to enter your API token. To obtain this, log into your AITable.ai account, navigate to your profile, and generate the API token under the developer settings.

• Copy the API token and paste it into Pabbly Connect.
• Select the space and the data sheet you created in AITable.ai.
• Choose the form associated with the data sheet.

After saving the settings, perform a test submission to confirm that the trigger is set up correctly. This will allow you to receive the response data in Pabbly Connect.

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4. Configuring Slack as the Action Application

Now that you have set AITable.ai as the trigger, it’s time to configure Slack as the action application in Pabbly Connect. Select Slack and choose the action event as ‘Send Channel Message’.

To connect your Slack account, click on ‘Connect’ and select ‘Add New Connection’. Enter the token type as ‘User’ and click ‘Save’. You will need to authorize Pabbly Connect to access your Slack account.

Select the channel where notifications will be sent, such as ‘Lead Form’. Map the message template to include details like name, email, and phone number from the form submission.

After mapping the necessary fields, click ‘Save and Send Test Request’ to ensure everything is functioning correctly. Check your Slack channel to confirm that the notification appears as intended.

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5. Testing Your Automation Workflow

With both trigger and action set up, it’s crucial to test your automation in Pabbly Connect. Perform a new test submission on your AITable.ai form to see if the data flows correctly to Slack.

After submitting a new response, return to Pabbly Connect to verify that the response data has been captured. You should see the details like name, email, and phone number in the response section.

Refresh your Slack channel to check for the new message. Ensure the message format matches your previously defined template.

Once confirmed, your automation is successfully set up! You can now receive instant notifications on Slack for every new form submission on AITable.ai.

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Conclusion

In this tutorial, we demonstrated how to send Slack notifications for AITable.ai form submissions using Pabbly Connect. This integration allows you to automate notifications seamlessly, enhancing your team’s communication.

By following the steps outlined, you can efficiently set up your own workflow and ensure timely updates for new leads. Automate your processes today with Pabbly Connect!

Learn how to integrate Mailchimp with AITable.ai using Pabbly Connect for seamless subscriber management without coding. Follow our 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 Mailchimp Integration

To begin integrating Mailchimp with AITable.ai, start by accessing Pabbly Connect through your web browser. You can sign in if you already have an account, or create a new one by clicking on the ‘Sign up for free’ button. New users receive 100 free tasks every month to explore the platform.

Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, you can view your existing workflows or create a new one. Click on the ‘Create Workflow’ option to start setting up your Mailchimp to AITable.ai integration.

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2. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, the integration works on a trigger-action principle. For this integration, select Mailchimp as your trigger application and AITable.ai as your action application. This means that when a new subscriber is added in Mailchimp, it will trigger the action to create a record in AITable.ai.

• Choose Mailchimp as the trigger application.
• Select the trigger event as ‘New Subscriber’.
• Copy the provided webhook URL for the next steps.

After selecting the trigger event, follow the instructions to connect your Mailchimp account to Pabbly Connect. The webhook URL acts as a bridge for sending data from Mailchimp to Pabbly Connect.

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3. Connecting Mailchimp Webhook to Pabbly Connect

Navigate to your Mailchimp account and go to the audience section. Here, select ‘Manage Audience’ and then click on ‘Settings’. Scroll down to find the ‘Webhooks’ option. Click on ‘Create New Webhook’ to set up a connection between Mailchimp and Pabbly Connect.

• Paste the copied webhook URL from Pabbly Connect.
• Select the events you want updates for, specifically the new subscriber event.
• Click ‘Save’ to complete the webhook setup.

Once the webhook is set up, return to Pabbly Connect and click on ‘Recapture Webhook Response’. This allows Pabbly Connect to receive data whenever a new subscriber is added in Mailchimp.

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4. Creating a Record in AITable.ai via Pabbly Connect

After successfully capturing the webhook response, the next step is to set up the action in Pabbly Connect. Select AITable.ai as the action application and choose the action event as ‘Create a Record’. This will allow you to store the subscriber’s information in AITable.ai.

To connect AITable.ai to Pabbly Connect, click on ‘Add New Connection’. You will need to provide an API token, which can be obtained from your AITable.ai account settings. Generate a new token and paste it into Pabbly Connect to establish the connection.

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5. Testing the Integration of Mailchimp and AITable.ai

With the action set up, you can now map the data fields from Mailchimp to AITable.ai. Map the first name, last name, email, and phone number fields to ensure that all subscriber details are captured accurately. Click on ‘Save and Send Test Request’ to check if the record is created successfully.

To verify the integration, create a test subscriber in Mailchimp using your lead form. Once the subscriber is added, check AITable.ai to confirm that the new record appears with all the correct details. This process confirms that the integration is functioning as intended through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding new Mailchimp subscribers to AITable.ai. By following the steps outlined, you can efficiently manage your subscribers without any coding skills. This integration streamlines your workflows and enhances data organization.

Learn how to automatically add ThriveCart purchase details in MySQL with Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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 automatically add ThriveCart purchase details in MySQL, the first step is to access Pabbly Connect. This platform is essential for creating the necessary automation between ThriveCart and your MySQL database.

Open a new tab and navigate to Pabbly Connect’s website. If you don’t have an account, click on ‘Sign up for free’ to create one. This process is quick, taking only a few minutes, and provides you with 100 free tasks every month.

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2. Creating a New Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button to initiate this process. Name your workflow descriptively, such as ‘Automatically Add ThriveCart Purchase Details in MySQL’.

• Select the folder where you want to save your workflow.
• Click on ‘Create’ to proceed to the workflow setup.

In the workflow section, you will see two main boxes: Trigger and Action. The trigger will initiate the workflow, while the action will perform the task. In this case, your trigger application will be ThriveCart, and the action application will be MySQL.

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3. Setting Up the Trigger with ThriveCart

The next step is to set up the trigger in Pabbly Connect. Select ThriveCart as your trigger application and choose the trigger event as ‘Product Purchase – All Products’. This setup ensures that any new purchase made in ThriveCart will trigger the workflow.

To connect ThriveCart with Pabbly Connect, click on ‘Connect’ and then ‘Add New Connection’. You will need to enter your ThriveCart API token, which can be found in your ThriveCart account under the API and Webhooks settings. Create a new API key if necessary, and copy it into Pabbly Connect.

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4. Setting Up the Action to Insert Data into MySQL

After setting up the trigger, the next step is to configure the action in Pabbly Connect. Select MySQL as your action application and choose ‘Insert Row’ as the action event. This action will allow you to add the purchase details into your MySQL database.

To connect MySQL with Pabbly Connect, you need to provide your database credentials, including username, password, host, and port. If you have already set up a connection, you can select it directly. After connecting, specify the table name where you want to insert the data.

• Map the necessary fields such as customer name, email, and purchase amount.
• Ensure all details correspond with the data received from ThriveCart.

Once the mapping is complete, click on ‘Save and Send Test Request’. This step will test the connection and ensure that the data is correctly added to your MySQL database.

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5. Testing the Integration and Conclusion

After setting up everything in Pabbly Connect, it’s time to test the integration. Make a test purchase in ThriveCart to trigger the workflow. Once the purchase is completed, check your MySQL database to see if the details have been added successfully.

If the integration works correctly, you will see a new row in your MySQL table containing the purchase details. This confirms that your workflow is functioning as intended, automatically capturing and storing ThriveCart purchase information.

With Pabbly Connect, you can automate various processes, not just ThriveCart and MySQL integration. This powerful tool can help streamline multiple applications, enhancing your productivity and 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 summary, this tutorial demonstrates how to use Pabbly Connect to automatically add ThriveCart purchase details in MySQL. Following the steps outlined ensures a seamless integration process, allowing you to manage your sales data effectively.

Learn how to automate WooCommerce order details into multiple Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. 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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Accessing Pabbly Connect for WooCommerce Integration

To integrate WooCommerce order details with Google Sheets, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and logging in to your account. If you don’t have an account, simply sign up for free to get started.

After logging in, navigate to the dashboard where you can create a new workflow. Here, you will set up the trigger and action required to capture WooCommerce orders and send them to Google Sheets. This process will allow you to automate the data entry without any coding skills.

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Creating a New Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect to handle new WooCommerce orders. Click on the ‘Create Workflow’ button and name it according to your objective, such as ‘Add WooCommerce Order Details in Google Sheets’. Make sure to select the appropriate folder for better organization.

Next, you will set up the trigger by selecting WooCommerce as the trigger application and choosing ‘New Order Created’ as the trigger event. This setup ensures that every time a new order is placed, it will initiate the workflow. The trigger captures essential order details that will later be processed.

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Connecting WooCommerce to Pabbly Connect

To connect WooCommerce to Pabbly Connect, you need to create a webhook URL. Copy the webhook URL provided in your Pabbly Connect workflow and navigate to your WooCommerce settings in WordPress. Under the ‘Advanced’ settings, find the ‘Webhooks’ section and add a new webhook.

• Name your webhook (e.g., Google Sheets).
• Set the status to ‘Active’.
• Select the topic as ‘Order Created’.
• Paste the copied webhook URL in the delivery URL field.

After saving the webhook, return to Pabbly Connect and click on ‘Recapture Webhook Response’ to test the connection. This captures the order details from WooCommerce whenever a new order is placed.

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Setting Up the Action in Google Sheets

Once the trigger is set, the next step is to configure the action in Pabbly Connect. Select Google Sheets as the action application and choose ‘Add New Row’ as the action event. This step allows you to send the captured order details directly to a specific Google Sheet.

Connect your Google Sheets account with Pabbly Connect and select the spreadsheet where you want to save the order details. You will also select the specific sheet corresponding to the product type. For example, if the order is for a Python course, you will select the Python sheet to ensure the details go to the correct location.

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Creating Routes for Multiple Products

In this final section, you will set up routes in Pabbly Connect to handle orders for different products. Use the Router feature to create separate paths for each product type, such as Python, PHP, and Java courses. Each route will filter incoming orders based on the product name.

• Configure the filter for each route to check the product name.
• Set the corresponding Google Sheets action for each product.
• Test each route by placing new orders in WooCommerce.

This setup allows for seamless automation, ensuring that all order details are correctly routed to their respective sheets based on the product ordered.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding WooCommerce order details into Google Sheets based on product types. By following these steps, you can streamline your order management process effectively.

Learn to integrate WhatsApp with Salesmate using Pabbly Connect for automated messaging. Follow our step-by-step guide for seamless communication. 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 WhatsApp Integration

To send WhatsApp messages to Salesmate contacts, we will use Pabbly Connect. First, access Pabbly Connect by visiting the official website and signing in or signing up if you are a new user. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create workflows.

After accessing Pabbly Connect, locate the ‘Create Workflow’ button in the top right corner. Click on it to start the integration process. You will be prompted to name your workflow, which we will call ‘Send WhatsApp Message to Salesmate Contact’ before proceeding.

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2. Setting Up the Trigger in Pabbly Connect

The trigger in our automation will be the creation of a new contact in Salesmate. In Pabbly Connect, select Salesmate as your trigger application. Choose the event labeled ‘New Contact’ to initiate the workflow whenever a new contact is added.

• Choose Salesmate as the trigger application.
• Select ‘New Contact’ as the trigger event.
• Copy the provided webhook URL for the next steps.

Next, navigate to your Salesmate account. Go to your profile, then to the setup section. Under Automation, select Workflow Management and create a new rule. Name the rule (e.g., WhatsApp Message) and set it to execute when a new contact is created. This will link your Salesmate account with Pabbly Connect.

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3. Connecting Salesmate to Pabbly Connect

In your Salesmate workflow, you will call the webhook by selecting ‘Call Webhooks’ as your action. Enter the webhook URL copied from Pabbly Connect and set the method to POST. This step is crucial for linking the two applications.

• Paste the webhook URL in the URL to notify field.
• Select ‘POST’ as the method.
• Configure the body with the necessary keys: first name, last name, email, and phone number.

Once you have configured the webhook, save the changes. You will now be able to test the integration. Submit a new lead form in Salesmate to trigger the webhook and ensure it communicates with Pabbly Connect successfully.

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4. Setting Up WhatsApp Cloud API Action in Pabbly Connect

After setting up the trigger, it’s time to define the action. Select WhatsApp Cloud API as your action application in Pabbly Connect and choose the action event ‘Send Template Message’. This action will send a WhatsApp message to the new contact created in Salesmate.

To connect your WhatsApp Cloud API, you will need a token, phone number ID, and WhatsApp business account ID. These can be obtained from your WhatsApp Cloud API setup. Enter these details in Pabbly Connect to establish the connection.

Next, select the template you want to use for the message. Ensure that the template is set up correctly in your WhatsApp Cloud API account, and remember to map the recipient’s mobile number and any dynamic fields, like the first and last name, to personalize the message.

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5. Testing the Automation with Pabbly Connect

Once everything is set up, it’s crucial to test the automation. Submit a new lead form with the required details in Salesmate. After submission, check Pabbly Connect for a successful response indicating the WhatsApp message was sent.

If the test is successful, you should see the message on WhatsApp. This confirms that the integration between Salesmate and WhatsApp via Pabbly Connect is functioning as intended. You can now automate your communication with new contacts seamlessly.

Repeat the test with different contact details to ensure consistency and reliability. With this setup, every time a new contact is created in Salesmate, a personalized WhatsApp message will be sent automatically.

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Conclusion

In this tutorial, we demonstrated how to send WhatsApp messages to Salesmate contacts using Pabbly Connect. This integration automates communication, ensuring timely outreach to new contacts. With the steps outlined, you can set up this process easily and enhance your customer engagement.