How to Create Agile CRM Contacts from LinkedIn Leads Using Pabbly Connect

Learn how to integrate LinkedIn Leads with Agile CRM using Pabbly Connect to automate contact creation seamlessly. Follow our step-by-step tutorial! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for LinkedIn and Agile CRM Integration

To create Agile CRM contacts from LinkedIn leads, start by accessing Pabbly Connect. Open your browser and type in the URL for Pabbly Connect. You will see options for signing in or signing up for free. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account.

Once you’re signed in, navigate to the Pabbly Connect dashboard. Here, you can start creating a new workflow by clicking on the ‘Create Workflow’ button located at the right corner. Name your workflow, such as ‘Create Agile CRM Contacts from LinkedIn Leads’, and proceed to set up the trigger and action.


2. Setting Up the Trigger in Pabbly Connect

In this step, we will set up the trigger in Pabbly Connect. The trigger application will be LinkedIn, which will allow us to automate the process of capturing leads. Search for LinkedIn in the trigger application section, and select it.

  • Select ‘New Lead’ as the trigger event.
  • This will set Pabbly Connect to check for new leads periodically.

Next, you will need to connect your LinkedIn account to Pabbly Connect. Follow the prompts to authenticate your LinkedIn account. Once connected, you can test the connection by sending a test lead to ensure that the integration works correctly. This will help confirm that Pabbly Connect is receiving data from LinkedIn.


3. Connecting Agile CRM as the Action Application

The next step involves connecting Agile CRM to Pabbly Connect. After setting up your trigger, you will now select Agile CRM as the action application. Search for Agile CRM in the action application section and select it.

  • Choose ‘Create Contact’ as the action event.
  • This will allow Pabbly Connect to create a new contact in Agile CRM whenever a new lead is captured from LinkedIn.

Now, authenticate your Agile CRM account by entering your login email and API key. You can find your API key in your Agile CRM account under Admin Settings. Once authenticated, click on ‘Save’ to establish the connection between Pabbly Connect and Agile CRM.


4. Mapping Fields for Agile CRM Contacts

Mapping fields is a crucial step in the integration process using Pabbly Connect. This ensures that the data from LinkedIn leads is accurately transferred to Agile CRM. In the mapping section, you will see fields such as First Name, Last Name, Email, Phone Number, and Company Name.

For each field, select the corresponding data from the LinkedIn lead response. Here’s how to map the fields:

Map the First Name to the first name field from the LinkedIn lead. Map the Last Name accordingly. Continue mapping Email, Phone Number, and Company Name as well.

After mapping all the necessary fields, click on ‘Save and Send Test Request’. This will send the mapped data to Agile CRM and create a new contact based on the LinkedIn lead details.


5. Testing the Integration and Finalizing Setup

Finally, it’s time to test the integration using Pabbly Connect. After sending the test request, check your Agile CRM account to confirm that the new contact has been created successfully. Navigate to the Contacts section in Agile CRM to verify the details of the newly created contact.

If the contact appears with the correct information from the LinkedIn lead, the integration is successful. If not, you may need to revisit your mapping or connection settings in Pabbly Connect. Ensure that all fields are correctly mapped and that your LinkedIn and Agile CRM accounts are properly connected.


Conclusion

Integrating Agile CRM with LinkedIn leads using Pabbly Connect allows for seamless automation of contact creation. By following these steps, you can efficiently manage your leads and enhance your CRM capabilities.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create Agiled Contact from Google Ads Using Pabbly Connect

Learn how to automate the creation of Agiled contacts from Google Ads using Pabbly Connect. Follow our 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


1. Accessing Pabbly Connect for Google Ads Integration

To create Agiled contacts from Google Ads, the first step is accessing Pabbly Connect. This platform serves as the central hub for automating tasks between applications. Simply visit the Pabbly Connect homepage by entering the URL in your browser.

Once you are on the homepage, you will find two options: ‘Sign In’ and ‘Sign Up Free.’ If you’re a new user, click on ‘Sign Up Free’ to create an account and receive 300 tasks every month for free. Existing users can click on ‘Sign In’ to access their dashboard.


2. Creating a Workflow in Pabbly Connect

After signing in, you will see the Pabbly Connect dashboard. Here, you need to click on the ‘Create Workflow’ button located at the top right corner. This initiates the process of setting up your automation workflow.

  • Give your workflow a name, such as ‘Create Agiled Contact from Google Ads’.
  • Select the appropriate folder for your workflow, like ‘Contacts’.
  • Click on the ‘Create’ button to proceed.

With your workflow created, you will now set up the trigger and action. The trigger will be Google Ads, and the action will be Agiled. This means whenever a new lead is generated in Google Ads, a corresponding contact will be created in Agiled through Pabbly Connect.


3. Setting Up the Trigger with Google Ads

The next step is to set up the trigger in your workflow. Select Google Ads as your trigger application and choose the event ‘New Lead Form Entry’. Upon selection, a webhook URL will be generated, which you will use to connect Google Ads to Pabbly Connect.

Now, log in to your Google Ads account. You will create a new lead form and specify the form fields, including first name, last name, phone number, and email. After configuring your fields, locate the lead delivery option where you will paste the webhook URL from Pabbly Connect into the designated field.


4. Testing the Trigger and Setting Up the Action

After pasting the webhook URL, you will need to enter a random key and click on ‘Send Test Data’. This action sends test data to Pabbly Connect, confirming that the connection is established. You will receive a response indicating that the data has been successfully received.

Next, you will set up the action for your workflow. Select Agiled as your action application and choose ‘Create Contact’ as your action event. Click on ‘Connect’ to link your Agiled account with Pabbly Connect. If you need to create a new connection, select ‘Add New Connection’ and enter the API key from your Agiled account settings.


5. Mapping the Data and Finalizing the Workflow

After entering the API key, proceed to map the data fields. Here, you will map the first name, last name, email, and phone number from the data received in the previous step. This mapping allows Pabbly Connect to automatically insert the data into the new contact in Agiled.

Once data mapping is complete, click on ‘Save and Send Test Request’. You will see a confirmation that the contact has been created in your Agiled account. To verify, log in to Agiled, navigate to the CRM section, and check your contacts. You should see the newly created contact with the details you specified.


Conclusion

This tutorial demonstrated how to create Agiled contacts from Google Ads using Pabbly Connect. By following these steps, you can automate your lead management process efficiently. Integrating Google Ads with Agiled through Pabbly Connect streamlines your workflow and saves valuable time.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create GetResponse Contact from IndiaMART Lead Using Pabbly Connect

Learn how to automate the process of creating GetResponse contacts from IndiaMART leads using Pabbly Connect. Follow this detailed tutorial for step-by-step instructions. 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. Accessing Pabbly Connect for Integration

To create a GetResponse contact from an IndiaMART lead, you first need to access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly.

Start by visiting the official Pabbly Connect website at the specified URL. If you are a new user, click on the ‘Sign Up Free’ option to create an account. Existing users can click on ‘Sign In’ to access their dashboard.


2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to your dashboard. Click on the ‘Create Workflow’ button located at the top right corner to initiate a new workflow.

  • Give your workflow a name, such as ‘IndiaMART Automation’.
  • Select a folder to save your workflow.
  • Click on the ‘Create’ button to proceed.

In this workflow, you will set a trigger and an action. The trigger will be IndiaMART, and the action will be GetResponse. This setup will allow you to automate the contact creation process effectively.


3. Setting Up the Trigger for IndiaMART

To set up the trigger in Pabbly Connect, select IndiaMART as the trigger application and choose the event as ‘New Leads’. This will initiate the workflow whenever a new lead is received.

Next, click on ‘Connect’ to establish a connection with your IndiaMART account. If you have not connected your IndiaMART account yet, select ‘Add New Connection’ and enter your CRM API key from your IndiaMART settings.

  • Navigate to the settings in your IndiaMART account.
  • Generate a new CRM API key.
  • Copy the key and paste it into Pabbly Connect to connect.

Once connected, click on ‘Save and Send Test Request’ to verify that the trigger is working correctly. This step will pull the latest lead data from your IndiaMART account.


4. Setting Up the Action for GetResponse

After successfully setting up the trigger, proceed to set up the action by selecting GetResponse as the action application in Pabbly Connect. Choose ‘Create Contact’ as the action event.

Again, click on ‘Connect’ to build a new connection with your GetResponse account. You will need to enter the API key from your GetResponse account, which can be generated from the API settings.

Generate a new API key in GetResponse. Copy the API key and paste it into Pabbly Connect. Select the campaign where the new contact will be added.

Map the relevant fields from the IndiaMART lead data to the GetResponse contact fields. This ensures that the correct information is transferred seamlessly.


5. Testing and Verifying the Integration

Once the action is set up, it’s crucial to test the integration in Pabbly Connect. Click on ‘Save and Send Test Request’ to check if the contact is created successfully in GetResponse.

If you encounter any errors, such as issues with phone number formatting, you may need to add additional steps to format the data correctly. For example, using a text formatter to split text can help resolve formatting issues.

After making any necessary adjustments, retest the workflow. Verify that the new contact appears in your selected GetResponse campaign with all the correct details. This confirms that the integration between IndiaMART and GetResponse via Pabbly Connect is functioning as intended.


Conclusion

In this tutorial, we explored how to create a GetResponse contact from an IndiaMART lead using Pabbly Connect. By following these steps, you can automate your lead management process efficiently. This integration ensures that every new lead from IndiaMART is captured as a contact in GetResponse, streamlining your workflow.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create WordPress Users in Bulk from Google Sheets Using Pabbly Connect

Learn how to create WordPress users in bulk from Google Sheets using Pabbly Connect. This detailed tutorial guides you through the integration steps. 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


1. Accessing Pabbly Connect for User Creation

To create WordPress users in bulk from Google Sheets, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage, where you can sign in if you’re an existing user or sign up for a free account if you’re new. This platform allows you to automate the integration process without any coding skills.

After signing in, navigate to the ‘All Apps’ section and select Pabbly Connect to access the dashboard. Here, you can create workflows that connect different applications, including Google Sheets, WordPress, and Gmail, to streamline your user creation process.


2. Creating a Workflow in Pabbly Connect

In this section, you’ll learn how to set up a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create WordPress Users from Google Sheets.’ Select the folder where you want to save this workflow.

  • Name your workflow appropriately.
  • Choose the folder for saving the workflow.
  • Understand the trigger-action mechanism in Pabbly Connect.

Once the workflow is created, you’ll see two windows for triggers and actions. Select Google Sheets as your trigger application and choose the event ‘New or Updated Spreadsheet Row’. This will allow the workflow to activate whenever new data is added to your Google Sheets.


3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will need to copy the webhook URL provided by Pabbly after setting up your trigger. This URL acts as a bridge for sending data from Google Sheets to Pabbly Connect.

Go to your Google Sheets, click on ‘Extensions,’ and find the Pabbly Connect Webhook add-on. If you haven’t installed it yet, search for it in the Google Workspace Marketplace and install it. After installation, refresh your Google Sheets to see the new option.

  • Install the Pabbly Connect Webhook add-on.
  • Paste the webhook URL into the add-on.
  • Set the trigger column for capturing data.

After completing the initial setup in Google Sheets, ensure that you click on the ‘Send Test’ button to verify that the connection has been established successfully. This allows Pabbly Connect to receive data from your Google Sheets seamlessly.


4. Creating Users in WordPress via Pabbly Connect

Now that you have connected Google Sheets to Pabbly Connect, it’s time to create users in WordPress. In the action step of your workflow, select WordPress as the application and choose the action event ‘Create User’. You will need to connect your WordPress account by entering your username, password, and base URL.

Make sure to enter the correct base URL, which you can find in your WordPress site’s URL. For example, if your site URL is ‘https://example.com/wp-admin/’, your base URL will be ‘https://example.com/’. After entering your credentials, click on ‘Save’ to establish the connection.

Select the user details from the Google Sheets response. Map the email, username, and password fields accordingly. Choose the user role you want to assign in WordPress.

Once you have mapped the necessary fields, click on ‘Save and Send Test Request’ to ensure that the user is created successfully in WordPress. If successful, you will see the user ID in the response, confirming that the integration works.


5. Sending Login Credentials via Gmail

After successfully creating users in WordPress, the next step is to send their login credentials via email using Gmail through Pabbly Connect. Add a new action step and select Gmail as your application, then choose the action event ‘Send Email’.

Connect your Gmail account and fill in the recipient’s email address, which should be the user’s email address mapped from the previous step. You can customize the email content, including the username and password, to ensure that each user receives their specific credentials.

Customize the email subject and body. Use HTML formatting for better presentation. Test the email to ensure it is sent correctly.

Once the email is sent, you can check the recipient’s inbox to confirm that they received their login credentials successfully. This finalizes the workflow, allowing you to create WordPress users in bulk and send them their login information seamlessly.


Conclusion

Using Pabbly Connect, you can easily create WordPress users in bulk from Google Sheets and automate the process of sending login credentials via Gmail. This tutorial demonstrates how to set up the integration step by step, ensuring a smooth workflow without any coding required.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automate Sending Product Quotations to IndiaMART Leads via WhatsApp with Pabbly Connect

Learn how to automate sending product quotations to IndiaMART leads via WhatsApp using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Automation

To automate sending product quotations to IndiaMART leads via WhatsApp, we will use Pabbly Connect. Start by visiting the Pabbly Connect homepage.

Once there, you will see options to sign in or sign up for a free account. If you are a new user, click on the ‘Sign Up for Free’ button to create an account and receive 100 free tasks every month.


2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ option to begin.

  • Enter a name for your workflow, such as ‘Send Product Quotation to IndiaMART Leads via WhatsApp’.
  • Select the folder where you want to save this workflow.
  • Click on ‘Create’ to finalize your workflow setup.

Now, you will see two windows open: one for the trigger and one for the action. The trigger will be set to IndiaMART, while the action will be set to WhatsApp Cloud API, allowing you to send automated quotations.


3. Setting the Trigger with IndiaMART

In this step, you will configure the trigger for your workflow using Pabbly Connect. Select IndiaMART as your trigger application.

Next, set the trigger event to ‘New Leads’. This means that whenever a new lead is generated in IndiaMART, the workflow will be triggered. Note that IndiaMART has a polling time of four hours, so it will check for new leads every four hours.

  • Click on ‘Connect’ to build a connection with your IndiaMART account.
  • You will need to provide your IndiaMART CRM API key, which can be generated from your IndiaMART account settings.

Once the connection is established, click on ‘Save and Send Test Request’ to verify the connection. You will receive the latest lead details from IndiaMART, confirming that your setup is successful.


4. Configuring Action with WhatsApp Cloud API

Now, it’s time to set the action in your workflow using Pabbly Connect. Choose WhatsApp Cloud API as your action application.

Select the action event ‘Send Template Message’. This allows you to send a predefined message template along with the product quotation PDF to your leads via WhatsApp.

You will need to connect your WhatsApp Cloud API account by providing the Access Token, Phone Number ID, and WhatsApp Business Account ID. These details can be found in your WhatsApp Cloud API dashboard under the API setup section.

After entering these details, click on ‘Save’. Now, you will need to map the required fields for sending the message, including the recipient’s mobile number and the template name. Ensure that the template has been approved before use.


5. Testing the Integration and Sending Quotations

With both the trigger and action set up in Pabbly Connect, it’s time to test the integration. Click on ‘Save and Send Test Request’ in the WhatsApp Cloud API action.

Check the WhatsApp application to confirm that the message has been sent successfully. The message should include the product quotation link and personalized details for the lead.

Verify that the quotation link is functional and leads to the correct PDF document. Make sure that all dynamic fields are replaced with the correct information for the lead.

Once confirmed, your workflow is successfully set up to automatically send product quotations to IndiaMART leads via WhatsApp, demonstrating the power of Pabbly Connect in automating business processes.


Conclusion

In this tutorial, we explored how to automate sending product quotations to IndiaMART leads via WhatsApp using Pabbly Connect. This integration streamlines your workflow, ensuring timely communication with leads and enhancing your business efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Share Google Forms Responses with Attachments via Gmail Using Pabbly Connect

Learn how to share Google Forms responses with attachments via Gmail using Pabbly Connect in this step-by-step tutorial. Automate your workflow efficiently! 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


1. Accessing Pabbly Connect for Google Forms Integration

To share Google Forms responses with attachments via Gmail, we will use Pabbly Connect. Start by visiting the Pabbly Connect homepage at Pabbly.com/connect. If you are new to Pabbly Connect, click on ‘Sign Up Free’ to create an account and receive free tasks. Existing users can simply log in.

After signing in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow something like ‘Share Google Forms Responses with Attachments via Gmail’ and choose an appropriate folder for organization. This is the starting point for automating your Google Forms responses.


2. Setting Up the Trigger for Google Forms

In this step, we will set up the trigger that initiates the workflow in Pabbly Connect. Select Google Forms as your trigger application and choose the trigger event as ‘New Response Received’. This event ensures that every time a new form is submitted, it triggers the workflow.

  • Choose Google Forms as the trigger application.
  • Select ‘New Response Received’ as the trigger event.
  • Copy the webhook URL provided by Pabbly Connect.
  • Ensure your Google Form has a file upload field for attachments.

Once you have set up the trigger, you will need to configure your Google Form. Make sure it includes fields for name, email, and a file upload option. After creating your form, navigate to the responses section and link it to a new Google Sheets spreadsheet to store the form responses.


3. Connecting Google Sheets with Pabbly Connect

Now that we have our Google Form set up, we will connect Google Sheets to Pabbly Connect. In your Google Sheets, go to Extensions > Add-ons > Get add-ons. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already. This add-on will facilitate the connection between Google Sheets and Pabbly Connect.

  • Install the Pabbly Connect Webhooks add-on.
  • Go to Extensions > Pabbly Connect Webhooks > Initial Setup.
  • Paste the copied webhook URL into the setup form.
  • Enter the trigger column (e.g., E) for data submission.

After configuring the initial setup, click on ‘Submit’. You will receive a message confirming that the setup was successful. Next, go back to the Extensions menu, select Pabbly Connect Webhooks, and click on ‘Send on Events’. This ensures that responses are sent to Pabbly Connect whenever a new submission occurs.


4. Setting Up Actions in Pabbly Connect

With the trigger set, we will now configure the action steps in Pabbly Connect. First, select ‘Text Formatter by Pabbly’ as your action application and choose the ‘Split Text’ event. This action will help us extract the file ID from the response data we received from Google Forms.

Select ‘Text Formatter by Pabbly’ as the action application. Choose ‘Split Text’ as the action event. Map the image URL from the Google Forms response. Set the separator to ‘=’ to isolate the file ID.

After successfully splitting the text, add another action step by selecting Google Drive. Choose the ‘Get File or Folder by ID’ event to retrieve the uploaded file from Google Drive. Map the file ID obtained from the previous step to fetch the correct file. Finally, set up the last action by selecting Gmail as the action application and configuring the email details to send the response along with the attachment.


5. Testing and Finalizing the Integration

To ensure everything is functioning correctly, we will test our integration using Pabbly Connect. Go back to your Google Form and submit a dummy response. Fill out the required fields and upload a photo. After submission, check your Google Sheets to confirm that the response has been captured.

Next, verify that you received an email in your Gmail account with the participant’s details and the uploaded photo as an attachment. If everything is set up correctly, you should see the email with the subject ‘New Participation’ and the attached photograph.

This testing process confirms that your workflow is operational. You can now automate sharing Google Forms responses with attachments via Gmail seamlessly using Pabbly Connect. This integration not only saves time but also improves efficiency in managing submissions.


Conclusion

In this tutorial, we demonstrated how to share Google Forms responses with attachments via Gmail using Pabbly Connect. By following the steps outlined, you can automate your workflow effectively, ensuring that every submission is promptly shared with your team.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Add Tag to Xperiencify Student and ActiveCampaign Contact for Airtable Record Using Pabbly Connect

Learn how to seamlessly integrate Xperiencify, ActiveCampaign, and Airtable using Pabbly Connect to automate tagging processes efficiently. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below


Accessing Pabbly Connect for Integration

To begin our integration process, we first need to access Pabbly Connect. This platform allows us to seamlessly automate workflows between different applications such as Xperiencify, ActiveCampaign, and Airtable. Start by opening a new tab and navigating to the Pabbly Connect website.

Once on the landing page, you have two options: sign in if you already have an account or click on the ‘Sign Up for Free’ button to create a new account. Signing up is quick and grants you access to 100 tasks free every month. After signing in, you will be directed to the dashboard where you can create new workflows.


Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, which in this case can be something descriptive like ‘Tagging Xperiencify Student and ActiveCampaign Contact for Airtable Record.’ Select the appropriate folder to save your workflow.

After naming and selecting the folder, you will see two main boxes labeled ‘Trigger’ and ‘Action.’ The trigger is the event that starts the workflow. For this integration, we will select Airtable as our trigger application. The trigger event will be set to ‘New Record’. This means any new record created in Airtable will initiate the workflow.

  • Click on ‘Airtable’ as the trigger application.
  • Choose ‘New Record’ as the trigger event.
  • Connect Airtable with Pabbly Connect by adding a new connection.

After setting up the trigger, you will need to select your Airtable base and table. Ensure that your base contains the necessary columns to capture student details, including a created time column for trigger responses.


Mapping Data in Pabbly Connect

Once the trigger is set up in Pabbly Connect, the next step is to map the data received from Airtable. This process involves selecting the fields that correspond to the student information you want to tag in Xperiencify and ActiveCampaign. The data includes first name, last name, email, and course details.

After successfully receiving the trigger response, you will need to set up the action to add a tag to the student in Xperiencify. Choose Xperiencify as your action application and select the action event as ‘Add Tag to Student.’ You will need to connect Xperiencify to Pabbly Connect using an API key obtained from your Xperiencify account.

  • Select ‘Add Tag to Student’ as the action event in Xperiencify.
  • Map the email and the tag (like PHP course) to the respective fields.
  • Ensure the connection to Xperiencify is successful before proceeding.

After mapping the required fields, click on ‘Save and Send Test Request’ to confirm that the tag has been added successfully to the student in Xperiencify.


Updating ActiveCampaign Contact with Tags

The final step involves updating the contact in ActiveCampaign with the same tag used for the student in Xperiencify. Start by adding another action in Pabbly Connect and select ActiveCampaign as the action application. For the action event, choose ‘Create or Update Contact.’ This will allow you to add the tag to the existing contact linked to the student.

To connect ActiveCampaign with Pabbly Connect, you will need to provide the API key and URL from your ActiveCampaign account. After establishing the connection, map the email address of the student and the tag ID retrieved from the previous step. This ensures that the correct tag is applied to the right contact.

Select ‘Create or Update Contact’ as the action event. Map the email address and tag ID to the respective fields. Click on ‘Save and Send Test Request’ to finalize the update.

Once you receive a positive response, check your ActiveCampaign account to confirm that the tag has been successfully added to the contact.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate tagging processes for Xperiencify students and ActiveCampaign contacts based on new records created in Airtable. By following the outlined steps, you can efficiently set up this integration to enhance your workflow.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Utilizing Pabbly Connect ensures that your tagging processes are streamlined, saving you time and maintaining accurate records across all platforms involved.

How to Create MailerLite Subscribers from Google Ads Using Pabbly Connect

Learn how to automate the creation of MailerLite subscribers from Google Ads 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


1. Accessing Pabbly Connect for Integration

To start creating MailerLite subscribers from Google Ads, you first need to access Pabbly Connect. Simply type ‘Pabbly.com/connect’ in your browser to reach the homepage.

On the homepage, you will see options for signing in or signing up. Existing users can sign in, while newcomers can click ‘Sign up for free’ to get started with 100 free tasks each month. After signing in, navigate to the Pabbly Connect dashboard to begin your automation workflow.


2. Creating a New Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, you can create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. Name your workflow something descriptive, like ‘Create MailerLite Subscribers from Google Ads’. using Pabbly Connect

  • Click on the ‘Create’ button to proceed.
  • You will now see options for setting up a trigger and action.

In this section, you will set Google Ads as your trigger application and MailerLite as your action application. This setup is crucial for automating the process of capturing leads from Google Ads and creating subscribers in MailerLite.


3. Setting Up Google Ads as the Trigger

For the trigger, search for ‘Google Ads’ in the trigger application search bar. Select ‘New Lead Form Entry’ as the trigger event. This means that every time a new lead is generated from Google Ads, it will trigger the workflow.

After setting the trigger, you will see a webhook URL provided by Pabbly Connect. This URL acts as a bridge between Google Ads and Pabbly Connect. Copy this URL as it will be used in your Google Ads account to send lead information.


Go to your Google Ads account and navigate to the section where you can add a lead form. Click on ‘Add Lead Forms’ and fill in the necessary details, including the name of the form and the business name.

  • Specify questions to include in the lead form, such as first name, last name, email, and phone number.
  • In the lead delivery section, paste the webhook URL from Pabbly Connect.

Once you have configured these settings, submit a test lead to ensure that the data is sent correctly to Pabbly Connect. This step confirms that the integration is working as intended and that leads are being captured.


5. Setting Up MailerLite to Create Subscribers

Next, you will set up MailerLite as the action application in Pabbly Connect. Search for ‘MailerLite’ and select ‘Create or Update Subscriber’ as the action event. This action will create a new subscriber in your MailerLite account whenever a new lead is captured.

To connect MailerLite with Pabbly Connect, you will need to generate an API key from your MailerLite account. Navigate to Integrations, then API, and create a new token. Copy the token and paste it into Pabbly Connect to establish the connection.


Conclusion

In this tutorial, we detailed how to automate the creation of MailerLite subscribers from Google Ads using Pabbly Connect. This integration simplifies the process of managing leads and ensures that your subscriber list is always up to date.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

By following these steps, you can efficiently capture leads from Google Ads and convert them into subscribers in MailerLite, enhancing your marketing efforts.

How to Send Payment Links on WhatsApp for Due Payment Using Pabbly Connect

Learn how to automate sending payment links on WhatsApp for due payments using Pabbly Connect, Google Sheets, and Instamojo. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Payment Links

To send payment links on WhatsApp for due payments, we will utilize Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you don’t have an account, you can sign up for free, allowing you to use 100 tasks each month.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button to begin setting up your automation. You will need to name your workflow, such as ‘Send Payment Links on WhatsApp for Due Payments’, and select a folder to save it in.


2. Triggering Automation with Google Sheets

In this step, we will set up Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets as your trigger app and choose the event ‘New or Updated Spreadsheet Row’. This will capture any new customer details added to your Google Sheet.

  • Open your Google Sheet containing customer data.
  • Copy the VB URL provided by Pabbly Connect.
  • Install the Pabbly Connect V Books extension from Google Workspace Marketplace if not already installed.

After installing, go to the Pabbly Connect V Books extension in Google Sheets, paste the copied VB URL, and set your trigger column (e.g., Column F). This column will send the data to Pabbly Connect whenever a new entry is made.


Next, we will integrate Instamojo to create payment links for the due amounts using Pabbly Connect. In the Action step, select Instamojo and choose the action event ‘Create Payment Link’. This action will utilize the customer data captured from Google Sheets.

To connect Instamojo, you will need to enter your private API key and authorization token from your Instamojo account. After entering these details, click ‘Save’ to establish the connection. You will now need to fill in required fields like payment link title and amount.

  • Map the payment link title using the product name from the Google Sheets response.
  • Set the due amount from the Google Sheets response as well.
  • Leave the Webhook URL blank if not needed.

After filling these details, click on ‘Save and Send Test’ to create the payment link. You should receive a success response along with the generated payment link.


4. Sending WhatsApp Messages via Cloud API

Now, we will set up WhatsApp Cloud API to send the generated payment link to the customer using Pabbly Connect. Choose WhatsApp Cloud API as the action application and select the event ‘Send Template Message’. This step will allow you to notify customers about their due payments.

To connect to WhatsApp Cloud API, you will need your temporary access token, phone number ID, and WhatsApp business account ID. After entering these details, click ‘Save’ to connect successfully. You will also need to select the message template that you created for sending payment reminders.

Map the recipient’s WhatsApp number from the Google Sheets response. Fill in the body fields with customer name, due amount, and payment link. Click ‘Save and Send Test’ to send the message.

Once the test is successful, you will see a confirmation that the message has been sent, and your customer will receive the WhatsApp message with the payment link.


5. Finalizing Your Automation Workflow

With all steps configured, your automation is now complete! Each time you add a new customer with due payments into your Google Sheet, Pabbly Connect will automatically create a payment link using Instamojo and send it via WhatsApp Cloud API.

To test the entire workflow, add a new row in your Google Sheet with customer details. Watch as the automation triggers the creation of a payment link and sends a WhatsApp message seamlessly. This saves you time and ensures timely reminders for due payments.

Remember to monitor your Pabbly Connect dashboard for any errors or adjustments needed. This integration not only streamlines your payment collection process but also enhances customer communication.


Conclusion

In this tutorial, we explored how to send payment links on WhatsApp for due payments using Pabbly Connect. By integrating Google Sheets and Instamojo, you can automate payment reminders effectively. This process enhances efficiency and improves customer engagement in your payment collection efforts.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create Salesmate Contact from Google Ads Lead Using Pabbly Connect

Learn how to automate the creation of Salesmate contacts from Google Ads leads using Pabbly Connect. Follow our step-by-step guide for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To create a Salesmate contact from Google Ads lead, you first need to access Pabbly Connect. Start by searching for Pabbly Connect in your browser. Once on the landing page, you will find options to sign in or sign up for a free account.

If you are an existing user, click on the ‘Sign In’ button. For new users, click on ‘Sign Up Free’ to create an account. This process is quick and will provide you with 100 free tasks each month.


2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will reach the dashboard. Here, you can create a new folder for your workflow. Click on the folder icon and name it ‘Google Ads to Salesmate’. Once created, click on the ‘Create Workflow’ option.

  • Name your workflow as ‘Create Salesmate Contact from Google Ads Lead’.
  • Select the previously created folder from the dropdown.

Once your workflow is named and the folder is selected, click on ‘Create’. This will lead you to the setup for the trigger and action.


3. Setting Up the Trigger in Pabbly Connect

In this step, you will set Google Ads as your trigger application in Pabbly Connect. Click on Google Ads and select the trigger event ‘New Lead Form Entry’. This event will activate your workflow when a new lead is created.

Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge between your Google Ads account and Pabbly Connect. Follow the instructions provided to set it up in your Google Ads account.

  • Log into your Google Ads account and navigate to the lead forms section.
  • Create a new lead form and enter the necessary details like headline, business name, and description.
  • Paste the webhook URL in the lead delivery section to send lead data directly to your CRM.

After setting up, send test data to ensure everything is working correctly. Check Pabbly Connect for the received test data.


4. Setting Up the Action in Pabbly Connect

Now, it’s time to set Salesmate as the action application in Pabbly Connect. Click on Salesmate and select the action event ‘Create Contact’. This action will create a new contact in your Salesmate account based on the Google Ads lead data.

To connect your Salesmate account, you need to add a new connection. Enter the required details such as host name, session token, and account URL. You can find these details in your Salesmate account under the profile settings.

Copy the host name and paste it into Pabbly Connect. Obtain your session token from the access keys section in your Salesmate account. Finally, enter your Salesmate account URL.

After entering all details, click on ‘Save’ to establish the connection. Now, map the fields from the test data received from Google Ads to the corresponding fields in Salesmate.


5. Testing the Integration in Pabbly Connect

With the integration set up, you can now test the workflow in Pabbly Connect. After mapping the necessary fields like first name, last name, and email address, click on ‘Save and Send Test Request’. This will send the data to your Salesmate account.

Check your Salesmate account to verify that the contact has been created successfully. You should see the new contact with the test data entered from your Google Ads lead.

To summarize, your workflow consists of Google Ads as the trigger application and Salesmate as the action application. This integration allows you to automate the contact creation process seamlessly.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to create a Salesmate contact from Google Ads leads. By following these detailed steps, you can automate your lead management process efficiently.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.