Author: Rajpal Tomar

Learn how to automate adding ConvertKit subscribers to Google Sheets and sending WhatsApp messages using Pabbly Connect in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To start automating your workflow, access Pabbly Connect and create a free account. This platform allows you to integrate various applications, including ConvertKit, Google Sheets, and WhatsApp, seamlessly. Once logged in, navigate to the dashboard to begin building your automation.

Click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Add ConvertKit Subscribers to Google Sheets and Send WhatsApp Message.’ After naming your workflow, click on ‘Create’ to proceed to the next step.

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2. Selecting Triggers in Pabbly Connect

In your newly created workflow, you will see two boxes labeled as Trigger and Action. The trigger signifies an event that starts the automation. For this integration, select ConvertKit as your trigger application and choose the event ‘New Form Subscriber.’ This means every time a new subscriber is added in ConvertKit, it will initiate the automation.

• Select ConvertKit as the trigger application.
• Choose the trigger event ‘New Form Subscriber.’
• Click on ‘Connect’ to establish the connection.

Next, you will need to connect your ConvertKit account to Pabbly Connect. This involves adding your API key and secret key, which can be found in your ConvertKit account settings. Once connected, you can select the specific form that will trigger the automation.

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3. Adding Data to Google Sheets via Pabbly Connect

With your trigger set up, the next step is to add the subscriber’s information to Google Sheets. Choose Google Sheets as your action application. The action event should be set to ‘Add a New Row.’ This action will automatically add the subscriber’s details into your specified Google Sheet whenever a new subscriber is added in ConvertKit.

To connect Google Sheets with Pabbly Connect, click on ‘Add New Connection’ and sign in with your Google account. After authorization, select the spreadsheet and the specific sheet where the data will be added. You will see fields corresponding to the columns in your sheet.

• Select the spreadsheet where subscriber data will be stored.
• Map the fields, such as first name, last name, email, and phone number.
• Ensure that the data is correctly mapped to the corresponding columns.

Once the mapping is complete, you can test the integration. This will confirm that each new subscriber’s details are correctly added to Google Sheets, demonstrating that Pabbly Connect is functioning as expected.

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4. Sending WhatsApp Messages with Pabbly Connect

The final step is to send a WhatsApp message to the new subscribers using the Interact application. In your workflow, add a new action step and select Interact as the application. Choose the action event ‘Send WhatsApp Message.’ This will allow you to send a personalized message to each subscriber.

Connect your Interact account to Pabbly Connect by providing the necessary API key. Once connected, you will need to fill in the details for the WhatsApp message, including the phone number and message template. Make sure to map the subscriber’s name and any other relevant details into the message.

Input the full phone number or separate country code and phone number. Specify the message template that has been approved in your Interact account. Map the variables in the message to personalize it for each subscriber.

After configuring the WhatsApp message settings, run a test to ensure that the message is sent successfully. This will confirm that Pabbly Connect is effectively automating the entire process from ConvertKit to Google Sheets and WhatsApp.

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5. Conclusion

By following these steps, you can automate the process of adding ConvertKit subscribers to Google Sheets and sending them WhatsApp messages using Pabbly Connect. This integration not only saves time but also enhances communication with your subscribers. Start using Pabbly Connect today to streamline your workflows and improve your marketing efforts.

Learn how to automate tasks using Pabbly Connect with this comprehensive tutorial on integrating various applications. Perfect for maximizing efficiency! 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. Introduction to Pabbly Connect and Its Features

Pabbly Connect is a powerful automation platform that facilitates seamless integration between various applications. In this tutorial, we will explore how to automate tasks using Pabbly Connect, focusing on its user-friendly interface and robust features. With Pabbly Connect, you can connect applications like Google Sheets, ChatGPT, and many others to streamline your workflow. using Pabbly Connect

Using Pabbly Connect, you can create automated workflows that save time and reduce manual effort. This integration allows you to automatically generate content, send emails, or update spreadsheets based on triggers from other applications. Let’s dive into how to set this up step by step.

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2. Setting Up Your First Workflow with Pabbly Connect

To start using Pabbly Connect, log into your account and navigate to the dashboard. Click on the ‘Create Workflow’ button to initiate the setup. For this example, we will name our workflow ‘Generate Email Templates with ChatGPT.’ This title indicates that our workflow will generate email templates automatically. using Pabbly Connect

After naming your workflow, you will be prompted to choose a trigger application. For this tutorial, select Google Sheets as your trigger application. The event will be set to ‘New or Updated Spreadsheet Row.’ This means every time a new row is added or updated in your Google Sheets, the workflow will trigger.

• Log into your Pabbly Connect account.
• Click on ‘Create Workflow’ and name it.
• Select Google Sheets as your trigger application.

Once you have set the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL and paste it into the Google Sheets add-on for Pabbly Connect. This step ensures that Google Sheets can communicate with Pabbly Connect effectively.

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3. Connecting ChatGPT to Generate Content

After setting up the Google Sheets trigger, the next step is to connect ChatGPT as your action application. Select ChatGPT from the list of applications in Pabbly Connect. The action event will be set to ‘Ask ChatGPT.’ This allows you to send prompts to ChatGPT for generating content. using Pabbly Connect

To connect ChatGPT, you need an API key from OpenAI. Log into your OpenAI account and create a new secret key. Copy this key and paste it into the Pabbly Connect setup for ChatGPT. Once connected, you can set the prompt for ChatGPT to generate the desired content based on the data from Google Sheets.

• Select ChatGPT as the action application.
• Create a new API key in your OpenAI account.
• Map the prompt to include the title from Google Sheets.

Once you have set the prompt and connected ChatGPT, test the workflow to ensure that content is generated correctly. This content can be anything from email templates to stories, depending on your requirements.

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4. Updating Google Sheets with Generated Content

After generating content with ChatGPT, the next step is to update your Google Sheets with the generated information. Add another action step in Pabbly Connect and select Google Sheets again. This time, the action event will be ‘Update Cell Value.’ This allows you to insert the generated content back into your spreadsheet. using Pabbly Connect

Map the relevant fields from the previous steps, ensuring that the generated content from ChatGPT is placed in the correct cell of your Google Sheets. This process automates the entire flow from data entry to content generation and finally to updating your records.

Select Google Sheets as the action application. Choose ‘Update Cell Value’ as the action event. Map the generated content to the appropriate cell.

Once you complete this step, the workflow is fully functional. Every time you add a new row in Google Sheets, the corresponding content will be generated by ChatGPT and automatically updated in your spreadsheet.

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5. Conclusion: Streamlining Your Workflow with Pabbly Connect

In conclusion, using Pabbly Connect to integrate Google Sheets and ChatGPT streamlines your workflow significantly. By automating the process of generating content and updating records, you save time and enhance productivity. Whether you need to create email templates, stories, or any other content, Pabbly Connect makes it easy.

With just a few simple steps, you can set up powerful automations that respond to your specific needs. Start leveraging the capabilities of Pabbly Connect today to transform how you manage your tasks and improve efficiency in your projects.

Learn how to use Pabbly Connect to automate HubSpot contact assignments based on regions, enhancing your CRM efficiency. 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. Setting Up Pabbly Connect for Automation

To automate HubSpot contact assignments based on regions, you will first need to set up Pabbly Connect. Start by signing up for a free account on the Pabbly website. Once you are logged in, navigate to the dashboard and click on the ‘Create Workflow’ button.

Here, provide a suitable name for your workflow that reflects its purpose. After naming your workflow, click on the ‘Create’ button to proceed. This action will load the workflow page where you can set up the trigger and actions for your automation.

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2. Configuring the HubSpot Trigger in Pabbly Connect

The first step in your automation is to configure the trigger in Pabbly Connect. You need to select HubSpot CRM as your trigger application. Once selected, choose the trigger event as ‘New Contact Added’. This event will initiate your workflow whenever a new contact is created in HubSpot.

• Select ‘HubSpot CRM’ as the trigger application.
• Choose ‘New Contact Added’ as the trigger event.
• Click on the ‘Connect’ button and add a new connection.

After establishing the connection with HubSpot, you will need to authorize your account. Once authorized, you can select the output properties you wish to fetch, such as first name, last name, email address, and country or region details. This setup ensures that relevant information is pulled into Pabbly Connect for further processing.

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3. Assigning Owners Based on Region with Pabbly Connect

After configuring the trigger, the next step is to assign owners based on the contact’s region. In Pabbly Connect, you will need to fetch the owner IDs from HubSpot to facilitate this assignment. Start by adding a new action step and selecting HubSpot CNM as the action application.

• Choose ‘Get Owner Details’ as the action event.
• Click on ‘Connect’ and use the existing connection option.
• Fetch the owner IDs to use for assigning contacts.

Once you have the owner IDs, you can create conditional paths in your workflow to assign the correct owner based on the contact’s region. For example, if a contact is from the UK, you will assign one owner, and if the contact is from the USA, you will assign another. This automation saves time and ensures that each contact receives personalized attention from the right team member.

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4. Creating Conditional Paths in Pabbly Connect

To effectively manage different regions, Pabbly Connect allows you to create conditional paths or routes. This feature is essential for assigning owners based on the region of the contact. Click on the plus icon to add a router step after fetching the owner IDs.

In the router, set up conditions using filters. For instance, you can filter by country, where the condition checks if the country is equal to the UK. If true, the workflow will proceed to assign the corresponding owner. This setup is crucial for ensuring that contacts are managed efficiently based on their geographical locations.

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5. Finalizing the Automation in Pabbly Connect

Finally, after setting up the conditional paths, it’s time to finalize your automation in Pabbly Connect. You’ll need to ensure that each path correctly assigns the owner based on the region. For the USA, simply clone the UK route and adjust the filter to check for contacts from the USA.

Once all configurations are complete, save your workflow. Your automation is now ready to run! Every time a new contact is added to HubSpot, the correct owner will be automatically assigned based on their region, streamlining your CRM processes significantly.

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Conclusion

Using Pabbly Connect to automate HubSpot contact assignments based on regions enhances efficiency and saves time. This integration ensures that every contact receives personalized attention from the right team member, improving your CRM management.

Learn how to automate adding Mailchimp subscribers from Teachable enrollments using Pabbly Connect with this detailed tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Teachable and Mailchimp Integration

To start integrating Teachable with Mailchimp, you will first need to access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. Begin by signing up for a free account on Pabbly Connect, which can be done in just a few minutes.

Once logged in, navigate to the dashboard and click on ‘Create Workflow’. You can name your workflow, for instance, ‘Teachable to Mailchimp’. This sets up the framework for the automation you will create.

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2. Configuring the Teachable Trigger in Pabbly Connect

In this step, you will set up the trigger for the workflow. The trigger is what initiates the automation when a new event occurs. Select Teachable as the app in the trigger window of Pabbly Connect.

• Choose the trigger event as ‘New Enrollment’.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your Teachable account and navigate to Settings > Webhooks.
• Add the copied webhook URL and select the event for new enrollment.

After saving the webhook settings, every new enrollment in your Teachable courses will send data to Pabbly Connect, allowing it to trigger the next action in your workflow.

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3. Adding Mailchimp as an Action in Pabbly Connect

Now that you have set up the trigger, it’s time to add an action that will occur when the trigger is activated. In the action window, search for Mailchimp and select it as the app. using Pabbly Connect

Choose the action event as ‘Add New Member with Custom Fields’. You will need to connect your Mailchimp account by entering your API key and Data Center ID, which you can find in your Mailchimp account settings under Extras > API keys.

Once connected, select the audience list in Mailchimp where you want to add the new subscribers. Map the email address and other details received from Teachable to Mailchimp fields. This ensures that every new enrollment is reflected in your Mailchimp audience.

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4. Testing the Integration with Pabbly Connect

With your workflow set up, it’s crucial to test it to ensure everything works seamlessly. To do this, enroll a new user in your Teachable course. The details of this enrollment will be sent to Pabbly Connect.

Check the Pabbly Connect workflow to see if the trigger has received the enrollment data. If successful, you should see the user details appear in the workflow. Next, check your Mailchimp account to confirm that the new subscriber has been added with the correct information.

This testing phase is essential to confirm that your integration is functioning as intended. If you encounter any issues, revisit the steps to ensure all settings are correctly configured in Pabbly Connect.

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5. Conclusion: Automate Your Teachable and Mailchimp Integration with Pabbly Connect

Using Pabbly Connect allows you to automate the process of adding new Teachable enrollments as subscribers in Mailchimp effortlessly. This integration saves time and ensures that your marketing lists are always updated.

By following the steps outlined in this tutorial, you can set up a powerful automation that enhances your workflow. Try it out and experience the benefits of seamless integration between Teachable and Mailchimp!

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Learn how to seamlessly integrate WooCommerce orders into Google Sheets and GetResponse using Pabbly Connect for automated order management. 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 WooCommerce Orders

To integrate WooCommerce orders with Google Sheets and GetResponse, you need to use Pabbly Connect. Start by logging into your Pabbly Connect account or create a free account if you haven’t done so already. Once logged in, navigate to the dashboard to begin creating your workflow.

Click on the blue button labeled ‘Create Workflow’. You will then be prompted to name your workflow. For this integration, name it ‘Add WooCommerce Orders in Google Sheets and Create Contact in GetResponse’ and click on ‘Create’. This sets the foundation for your automation process.

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2. Connecting WooCommerce to Pabbly Connect

The next step involves connecting WooCommerce to Pabbly Connect. In the trigger section, choose WooCommerce as your application and select the trigger event as ‘New Order Updated’. This event will activate the workflow whenever an order is updated in WooCommerce.

• Select ‘WooCommerce’ from the application list.
• Choose ‘New Order Updated’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Now, go to your WooCommerce store settings, navigate to the ‘Advanced’ section, and find ‘Webhooks’. Click on ‘Add Webhook’ and enter a name for the webhook, such as ‘Connection with Pabbly Connect’. Paste the copied webhook URL into the delivery URL field and set the status to active. Save the webhook to establish the connection.

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3. Testing the WooCommerce Integration

After setting up the webhook in WooCommerce, it’s time to test the integration with Pabbly Connect. Create a test order in your WooCommerce store and change its status to ‘Completed’. This will trigger the webhook and send the order details to Pabbly Connect.

After updating the order status, return to Pabbly Connect and click on the ‘Recapture Webhook Response’ button. This will allow you to see if the data from WooCommerce has been captured correctly. If successful, you should see the order details displayed in Pabbly Connect.

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4. Adding Google Sheets Integration in Pabbly Connect

Next, you will add Google Sheets as the action application in your Pabbly Connect workflow. Choose Google Sheets and select the action event as ‘Add New Row’. This step will ensure that every time an order is updated, the details are automatically added to your Google Sheets.

• Select ‘Google Sheets’ as the action application.
• Choose ‘Add New Row’ as the action event.
• Connect your Google Sheets account to Pabbly Connect.

Once connected, select the spreadsheet where you want to store the order details. Map the fields from the WooCommerce order data to the corresponding columns in your Google Sheet. This mapping ensures that the correct information is populated in the right columns.

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5. Creating a Contact in GetResponse

The final step in this integration is to create a contact in GetResponse using Pabbly Connect. Select GetResponse as the action application and choose the action event ‘Create Contact’. This will allow you to add customers who place orders directly to your email marketing list.

Connect your GetResponse account to Pabbly Connect by providing the API key. After connecting, fill in the required fields, such as the customer’s name and email address, by mapping the data from the WooCommerce order. This ensures that every new order also adds the customer to your GetResponse list.

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Conclusion

In this tutorial, we explored how to integrate WooCommerce orders with Google Sheets and GetResponse using Pabbly Connect. This automation streamlines your order management process, allowing you to focus on growing your business while Pabbly Connect handles the data transfer automatically.

Learn how to integrate Wix forms with Telegram for automatic notifications using Pabbly Connect. This guide provides detailed steps for seamless automation. 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 begin integrating Wix with Telegram, you need to access Pabbly Connect. Start by visiting the Pabbly Connect dashboard, where you can sign in if you are an existing user or sign up if you are new. Signing up is quick and provides you with 100 free tasks.

Once you are logged in, locate the ‘Create Workflow’ button on the right side of the dashboard. Click on it to initiate the process of setting up your integration. You will be prompted to name your workflow, which can be something descriptive like ‘Send Telegram Message for Wix Form Submission’.

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2. Setting Up the Trigger in Wix Using Pabbly Connect

In this section, we will set up the trigger for our integration using Pabbly Connect. The trigger application will be Wix, specifically using the Wix forms. Select ‘Wix’ as your trigger application and choose the event ‘New Form Submission’.

• Select Wix as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Next, log into your Wix account and navigate to the ‘Automations’ section in your site’s dashboard. Click on ‘New Automation’ and name it accordingly. Set the trigger to be the specific form you want to integrate, and then select the action to ‘Send via Webhook’. Paste the webhook URL you copied earlier into the appropriate field and activate the automation.

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3. Testing the Integration with Pabbly Connect

After setting up the trigger, it’s time to test the integration using Pabbly Connect. Go back to your Wix form and submit a test entry. This will allow Pabbly Connect to capture the form submission data.

Ensure that you fill in all required fields in your Wix form, such as first name, last name, email address, and any other relevant information. Once submitted, return to Pabbly Connect and check for the webhook response to confirm that the data was received successfully.

• Submit a test entry in your Wix form.
• Return to Pabbly Connect to verify the received data.
• Ensure all fields are captured correctly in the webhook response.

Once you confirm that Pabbly Connect has captured the data, you can proceed to set up the action that will send the Telegram message.

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4. Configuring the Action to Send Messages via Telegram

The next step is to configure the action application, which will be Telegram, through Pabbly Connect. Select Telegram as the action application and choose the action event ‘Send Text Message’. You will need to connect your Telegram bot to Pabbly Connect.

To do this, you must create a new bot in Telegram using the BotFather. Once created, copy the token provided and paste it into Pabbly Connect to establish the connection. After successfully connecting, you need to specify the chat ID where the messages will be sent.

Select Telegram as the action application. Choose ‘Send Text Message’ as the action event. Connect your Telegram bot using the token from BotFather. Input the chat ID where you want to send messages.

Once all details are filled, you can map the fields from the Wix form submission to the message content in Telegram. This ensures that every time a new lead is submitted, the relevant details are sent to your team automatically.

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5. Finalizing the Integration and Sending Test Messages

Now that you have configured both the trigger and action using Pabbly Connect, it’s time to finalize the integration. Click on ‘Save’ in Pabbly Connect to ensure all settings are stored. You can then test the entire workflow by submitting another entry in your Wix form.

If everything is set up correctly, you should receive a message in your designated Telegram chat shortly after submitting the form. This confirms that your integration between Wix and Telegram via Pabbly Connect is successful.

Click ‘Save’ in Pabbly Connect to finalize the integration. Submit a new entry in your Wix form to test. Check Telegram for the notification message.

Once you confirm the message has been received, your integration is complete, and you can automate notifications for all future Wix form submissions using Pabbly Connect.

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Conclusion

Integrating Wix forms with Telegram using Pabbly Connect allows for seamless notifications on new leads. This guide provided step-by-step instructions to set up the integration efficiently. Automate your workflow today with Pabbly Connect to enhance communication and responsiveness.

Learn how to automate user enrollment in Teachable and data logging in Google Sheets with Pabbly Connect and Insta Mojo. Follow our step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Insta Mojo with Teachable and Google Sheets using Pabbly Connect, you first need to access the Pabbly Connect dashboard. If you are a new user, signing up is quick and provides you with 100 free tasks to start your automation journey.

Once logged in, navigate to the ‘Create Workflow’ tab on the right side of the dashboard. Here, you’ll be prompted to name your workflow based on your integration objectives. For this integration, you can name it something like ‘Insta Mojo to Teachable and Google Sheets Automation’.

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2. Setting Up the Trigger with Insta Mojo

The first step in your workflow will be to set up the trigger application, which in this case is Insta Mojo. Click on the trigger application and select ‘New Sale’ as the trigger event. This event will activate the workflow every time a payment is made through Insta Mojo.

• Log into your Insta Mojo account.
• Select the product for which you want to set the webhook.
• Copy the webhook URL provided by Pabbly Connect and paste it into the corresponding field in your Insta Mojo product settings.

After saving the webhook URL in Insta Mojo, you will need to perform a test sale to generate a response that Pabbly Connect can capture. This step is crucial to ensure that the integration works correctly.

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3. Enrolling Users in Teachable

Once the trigger is set up and the test sale is completed, the next step is to enroll users in Teachable. In Pabbly Connect, select Teachable as your action application and choose the action event ‘Enroll User in Course’. This action will automatically add users who made payments to your course.

To connect to Teachable, you will need to enter your email, password, and subdomain. The subdomain can be found in the URL of your Teachable dashboard. After filling in these details, click on ‘Save’ to establish the connection.

• Select the course ID for the course you want users to be enrolled in.
• Map the email and name fields from the Insta Mojo response to ensure that the correct user information is used.
• Save and send a test request to confirm that the user is enrolled successfully.

After successfully enrolling the user, you should see their information reflected in your Teachable dashboard.

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4. Logging User Data in Google Sheets

The final step in this automation process involves logging user data into Google Sheets. In Pabbly Connect, add Google Sheets as another action application and select the action event ‘Add New Row’. This will allow you to capture user details from the payment made via Insta Mojo.

To connect Google Sheets, authorize Pabbly Connect to access your Google account. Once connected, select the spreadsheet you wish to use, and map the fields such as name, email address, and contact number from the previous steps.

Select your spreadsheet and sheet where the data will be logged. Map the user details from the Insta Mojo response to the corresponding fields in your Google Sheet. Save and send a test request to ensure the data is logged correctly.

After completing these steps, you should see the user details added to your Google Sheets automatically after each payment.

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5. Testing the Integration in Real Time

Now that everything is set up, it’s time to test the entire integration process. Go back to Insta Mojo and perform another test sale to see if the automation works as intended. After making the payment, check both your Teachable account and Google Sheets for the newly enrolled user and their details.

If successful, you will see the user listed in Teachable and their information logged in Google Sheets. This verifies that Pabbly Connect has successfully automated the integration between Insta Mojo, Teachable, and Google Sheets.

In summary, this integration demonstrates how Pabbly Connect can streamline the process of managing user enrollments and data logging, making it easier for educators and businesses to manage their operations efficiently.

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Conclusion

This tutorial illustrates how to automate user enrollment in Teachable and log user data in Google Sheets using Pabbly Connect with Insta Mojo. By following these steps, you can simplify your workflow and enhance your operational efficiency.

Learn how to automate WhatsApp messaging using Pabbly Connect with Simply, English, and other applications. Follow this detailed tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Integration

To begin automating WhatsApp messaging, you first need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly.

Once logged into your Pabbly Connect account, you can create a new workflow. Click on the ‘Create Workflow’ button, and give your workflow a name, such as ‘Send WhatsApp Message on Webhook Response.’ This sets the stage for your automation process.

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2. Setting Up the Webhook with Pabbly Connect

In this step, you will set up a webhook in Pabbly Connect to capture data from your chosen application, like Jotform. Select ‘Webhook’ as your trigger application.

• Copy the generated webhook URL from Pabbly Connect.
• Go to Jotform, and open the form you want to connect.
• Navigate to the settings and find the integration section.
• Paste the webhook URL into the Jotform webhook settings.

After completing these steps, Jotform will send data to your Pabbly Connect webhook whenever a new form submission occurs. This is crucial for capturing user responses.

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3. Testing the Webhook Integration with Pabbly Connect

Now that your webhook is set up, it’s time to test the integration. Submit a test entry through your Jotform to ensure that Pabbly Connect captures the data correctly.

Once you submit the form, return to Pabbly Connect and check for a webhook response. This response should contain the data you entered in the form.

This step is essential because it verifies that your webhook is functioning correctly. If the data appears in Pabbly Connect, you can proceed to the next step of sending WhatsApp messages.

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4. Integrating WhatsApp Messaging via Pabbly Connect

Next, you will integrate WhatsApp messaging using the Interact application within Pabbly Connect. Select Interact as your action application.

• Choose the action event ‘Send WhatsApp Template Message’.
• Connect your Interact account by entering the secret key.
• Fill in the required fields, including the country code and phone number.
• Select the template you created for WhatsApp messages.

This integration allows you to send personalized messages automatically to users after they submit the form. Make sure to map the variables correctly to ensure the right data is sent.

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5. Finalizing and Testing Your Automation with Pabbly Connect

After setting up the WhatsApp integration, you need to finalize your workflow in Pabbly Connect. Review all the mappings and ensure everything is set correctly.

Once confirmed, click the ‘Save and Send Test Request’ button to send a test message to your WhatsApp. If everything is configured correctly, you will receive the message in your WhatsApp account.

This final test ensures that your automation is working seamlessly. From now on, every time someone submits the Jotform, they will receive an automatic WhatsApp message through Pabbly Connect.

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Conclusion

This tutorial has shown you how to automate WhatsApp messaging using Pabbly Connect effectively. By integrating Simply, English, and other applications, you can streamline your communication processes and enhance customer engagement.

Learn how to automate Slack notifications and Gmail confirmations for Calendly bookings using Pabbly Connect in this detailed 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

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1. Setting Up Pabbly Connect for Integration

To start integrating Slack and Gmail for Calendly bookings, you will first need to access Pabbly Connect. This platform enables you to automate workflows between various applications seamlessly. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button.

Here, give your workflow a suitable name, such as ‘Send Slack Messages and Reminder Emails on Calendly Booking’. Click on ‘Create’ to set up your workflow. You will see a blank canvas with options for triggers and actions, which are essential for your automation.

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2. Setting Up Calendly as the Trigger Application

The first step in your automation is to set Calendly as the trigger application. Choose Calendly from the list of applications in Pabbly Connect. The event you want to trigger is ‘Invite Created’, which occurs whenever a new booking is made.

• Select Calendly from the application list.
• Choose the event ‘Invite Created’.
• Connect your Calendly account to Pabbly Connect.

Once connected, you will need to perform a test booking in Calendly to capture the data. This ensures that Pabbly Connect can retrieve the necessary information for the next steps in your workflow.

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3. Sending Slack Notifications via Pabbly Connect

After successfully setting up the trigger, the next action will be to send a notification to your Slack channel. Select Slack as the action application in Pabbly Connect and choose the event ‘Send Channel Message’.

To connect Slack, you will need to authorize Pabbly Connect to access your Slack account. Once connected, you can customize the message that will be sent to your team. This message can include details such as the customer’s name, email, and the appointment date.

• Choose the Slack channel where notifications will be sent.
• Map the data fields from Calendly to include in the message.
• Test the Slack notification to ensure it is working correctly.

Once the Slack notification is set up, you can proceed to send a confirmation email to the customer.

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4. Sending Gmail Confirmations Using Pabbly Connect

The next step is to set up Gmail to send confirmation emails to customers. Choose Gmail as the action application in Pabbly Connect and select the event ‘Send Email’. Connect your Gmail account to Pabbly Connect to enable email sending.

For the email, you will need to enter the recipient’s email address, which can be mapped from the data received from Calendly. Customize the email subject and body to confirm the booking and include relevant details such as the appointment date.

Once you have configured the email settings, send a test email to ensure that everything is functioning as expected. This step is crucial for confirming that the customer receives the necessary information about their booking.

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5. Setting Up Reminder Emails with Pabbly Connect

Finally, to enhance your automation, you can set up reminder emails to be sent before the appointment date. This is done by using the ‘DateTime Formatter’ feature in Pabbly Connect to subtract two days from the appointment date.

After calculating the reminder date, you will set up another Gmail action to send the reminder email. This email will inform the customer about their upcoming appointment, ensuring they are prepared.

To do this, you need to configure the delay until the reminder date and then send the email using the same Gmail connection. This way, you ensure that the reminder is sent automatically without manual intervention.

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Conclusion

Using Pabbly Connect to automate notifications and confirmations between Slack, Gmail, and Calendly streamlines your workflow significantly. This integration not only saves time but also enhances communication with your team and clients. By following these steps, you can create efficient automated workflows that keep everyone informed and engaged.

Learn how to automate the process of adding new users from U-Chat to Zoho CRM using Pabbly Connect. Step-by-step tutorial included! 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. Setting Up Pabbly Connect for U-Chat and Zoho CRM Integration

To begin the integration process, you need to access Pabbly Connect. This platform will automate the workflow between U-Chat and Zoho CRM. Start by signing up for a free account on the Pabbly website and logging into your dashboard.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘U-Chat to Zoho CRM’, and click on the ‘Create’ button. You will now see two windows: the trigger window and the action window. The trigger window will allow you to connect U-Chat with Pabbly Connect.

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2. Connecting U-Chat to Pabbly Connect

In the trigger window, select U-Chat as the application. You will need to choose the trigger event, which is ‘New Bot User’. Click on the ‘Connect’ button, then select ‘Add New Connection’ to link your U-Chat account with Pabbly Connect.

• Enter the API key from your U-Chat account.
• Make sure the API key is bot-specific for accurate data retrieval.
• After entering the API key, click on ‘Save’ and then ‘Send Test Request’.

This will prompt Pabbly Connect to wait for a new user to be created in U-Chat. Create a new user in your U-Chat bot to test the connection. Once the user is created, the details will be sent to Pabbly Connect.

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3. Adding User Details to Zoho CRM

After successfully connecting U-Chat, the next step is to send the user details to Zoho CRM. In the action window, search for Zoho CRM and select it. Choose the action event as ‘Create Contact’ and click on the ‘Connect’ button.

To connect Zoho CRM with Pabbly Connect, enter the domain of your Zoho account. Once you click ‘Save’, you will be prompted to authorize the connection. Accept the permissions to complete the integration.

• Map the lead source to the contact being created.
• Fill in the first name, last name, email, and mobile number fields using the data retrieved from U-Chat.
• Click on ‘Save’ and then ‘Send Test Request’ to check if the contact is created in Zoho CRM.

After mapping the user details, you should see a confirmation response indicating that the new user has been successfully added to Zoho CRM through Pabbly Connect.

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4. Testing the Automation Workflow

Once the connections are set up, it’s crucial to test the automation. Create another user in your U-Chat bot to see if the details are transferred to Zoho CRM. After creating the user, check your Zoho CRM contacts.

You should see the new user listed with the same details you entered in U-Chat. This confirms that the automation is working correctly. Each time a new user is created in U-Chat, their details will be automatically added to Zoho CRM via Pabbly Connect.

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Conclusion

In this tutorial, we covered how to integrate U-Chat with Zoho CRM using Pabbly Connect. By following these steps, you can automate the process of adding new users from U-Chat as contacts in Zoho CRM, enhancing your workflow efficiency.