Author: Rajpal Tomar

Learn how to integrate Equity with Pabbly Connect for seamless appointment scheduling and subscriber management. Follow our detailed tutorial for step-by-step guidance. 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 Integration

To begin integrating Equity with Pabbly Connect, first, visit the Pabbly Connect website. Sign in or create an account to access your dashboard, which is the central hub for managing your integrations.

Once logged in, click on the Pabbly Connect option and select the ‘Access Now’ button to reach your dashboard. This is where you will create a new workflow for the integration process.

---

2. Creating a New Workflow in Pabbly Connect

Creating a new workflow is essential to integrate Equity with Pabbly Connect. Locate the Pabbly Connect dashboard and click on the ‘Create Workflow’ button on the right side. Give your workflow a relevant name, such as ‘Create and Add Subscriber to Flow Desk Segment for Equity Scheduling Appointment.’

This blank workflow will allow you to set up triggers and actions. The trigger will be from Equity, and the action will be directed towards Flow Desk, facilitating the connection between these two applications.

• Click on the ‘Create’ button to finalize the workflow setup.
• Ensure to select the correct applications for the trigger and action.

After creating the workflow, you will be directed to set up the trigger and action applications, which are crucial for this integration.

---

3. Setting Up Trigger Application: Equity

The next step involves setting up the trigger application, which is Equity in this case. In the trigger window of Pabbly Connect, search for and select ‘Equity Scheduling.’ Choose the trigger event as ‘New Appointment’ to initiate the workflow whenever a new appointment is scheduled.

After selecting the trigger event, you need to connect your Equity account. Click on ‘Add New Connection,’ enter your email ID, and authorize the connection. Once connected, save the setup and send a test request to ensure it captures the response correctly.

• Fill in the required appointment details in Equity Scheduling.
• Check the captured response in Pabbly Connect for confirmation.

This step ensures that all appointment details are correctly captured, paving the way for the next action.

---

4. Setting Up Action Application: Flow Desk

After successfully setting the trigger, the next action is to connect to Flow Desk using Pabbly Connect. Search for ‘Flow Desk’ in the action application field and select it. The action event will be to ‘Create and Update a New Subscriber.’ This allows you to add the new appointment details as a subscriber in Flow Desk.

Connect your Flow Desk account by clicking on ‘Add New Connection’ and authorize it. You will then need to map the fields such as email, first name, last name, and company name. Decide whether to send an opt-in confirmation email to subscribers and save the settings.

Map the fields accurately to ensure correct data transfer. Test the action to confirm the subscriber is added successfully.

This setup ensures that every new appointment from Equity is reflected as a subscriber in Flow Desk.

---

5. Filtering and Segmenting Subscribers in Flow Desk

To manage subscribers effectively, you can use filters in Pabbly Connect. After adding the subscriber, set up a filter to specify which appointments to process based on the company name. This will help maintain clarity and organization within your segments.

In the filter setup, search for the company name field and set it to match the desired value, such as ‘Integration.’ This ensures that only relevant appointments are processed. After configuring the filter, save and send a test request to confirm that it is working correctly.

Test the filter to ensure it captures the correct appointments. Check Flow Desk for the updated segment.

This final step allows you to manage your subscribers efficiently within Flow Desk, ensuring that all necessary appointments are organized according to the specified criteria.

---

Conclusion

Integrating Equity with Pabbly Connect allows for seamless appointment scheduling and subscriber management. By following these steps, you can create a workflow that automates the process, ensuring that new appointments are efficiently added to your Flow Desk segments.

Learn how to automate subscriber management between Teachable and Flowdesk using Pabbly Connect. 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

---

1. Setting Up Pabbly Connect for Teachable and Flowdesk Integration

To begin integrating Teachable and Flowdesk, you need to set up Pabbly Connect. Start by creating a free account on Pabbly Connect. After signing up, log into your dashboard and click on ‘Create Workflow’ to initiate the process.

Once you click on ‘Create Workflow’, name it appropriately, such as ‘Teachable to Flowdesk’. This will help you identify the automation later. The workflow consists of a trigger window and an action window, which are essential for setting up your automation.

---

2. Configuring Teachable as the Trigger in Pabbly Connect

In this step, you will configure Teachable as the trigger app in Pabbly Connect. In the trigger window, search for Teachable and select it. Then, in the trigger event dropdown, choose ‘New Enrollment’. This event will monitor new enrollments in your Teachable account.

• Select Teachable from the app list.
• Choose ‘New Enrollment’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your Teachable account settings. Under the ‘Webhooks’ section, paste the webhook URL you copied from Pabbly Connect. Set the event to ‘New Enrollment’ to ensure that every time a new student enrolls, the details will be sent to Pabbly Connect.

---

3. Adding Subscribers to Flowdesk via Pabbly Connect

After configuring Teachable, the next step is to add new subscribers to Flowdesk using Pabbly Connect. In the action window, search for Flowdesk and select it. Choose the action event ‘Create/Update Subscriber’ from the dropdown menu. This action will add the student as a subscriber in Flowdesk.

To connect your Flowdesk account, click on ‘Connect’ and log in using your Flowdesk credentials. Once connected, map the email address of the new subscriber from the Teachable trigger step. This ensures that the correct email is added to your Flowdesk account.

• Select ‘Create/Update Subscriber’ as the action event.
• Log in to your Flowdesk account to establish the connection.
• Map the email address from the Teachable step.

After mapping the email, you can also map the first name and last name. If the names are in a single field, use the Text Formatter in Pabbly Connect to split them into first and last names before mapping them into Flowdesk.

---

4. Segmenting Subscribers in Flowdesk with Pabbly Connect

The final step in this integration process involves segmenting the new subscribers based on the course they enrolled in. Using Pabbly Connect, you can set up a router to create different paths for different courses. This way, subscribers will be added to the appropriate segments in Flowdesk.

To do this, click on ‘Add Action Step’ and select ‘Router’. You can set up conditions based on the course name received from Teachable. For example, if the course name is ‘PHP for Beginners’, the subscriber will be added to the ‘PHP Course’ segment in Flowdesk.

Click on ‘Add Action Step’ and select ‘Router’. Set conditions based on the course name. Map the subscriber to the correct segment in Flowdesk.

Once the router is set up, you can clone it to create additional routes for other courses, such as Java. This flexibility allows you to manage multiple courses and their respective segments efficiently.

---

5. Testing the Pabbly Connect Integration

After setting up the integration, it’s crucial to test it to ensure everything works as intended. Enroll a new user in your Teachable course and check if the subscriber appears in your Flowdesk account. With Pabbly Connect, you can monitor the workflow and see if the subscriber is added correctly.

To verify, visit your Flowdesk account and check the subscriber list and segments. You should see the new subscriber added to the correct course segment. Testing helps confirm that all configurations are functioning as expected.

By following these steps, you can automate the process of adding new students from Teachable to Flowdesk, making your workflow seamless and efficient. Pabbly Connect plays a crucial role in facilitating this integration, ensuring that your subscriber management is streamlined.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Teachable and Flowdesk effectively. By automating the subscriber management process, you can ensure that new students are added to the right segments effortlessly. This integration enhances your email marketing efforts and improves overall user engagement.

Learn how to automate WooCommerce order details to Google Sheets and Google Docs using Pabbly Connect. Step-by-step tutorial with exact processes and UI elements. 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

---

Setting Up Pabbly Connect for WooCommerce Integration

To begin integrating WooCommerce with Google Sheets and Google Docs, you need to access Pabbly Connect. This integration platform allows you to automate tasks between different applications seamlessly.

Log into your Pabbly Connect account or create a free account if you haven’t done so. Once logged in, you will be directed to the dashboard where you can start creating your workflow.

---

Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect. Click on the blue button to create a new workflow and give it a name, such as ‘Add WooCommerce Order Details to Google Docs and Google Sheets’.

After naming your workflow, click on ‘Create’. You will see two boxes labeled as Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result. Here, we will set WooCommerce as the trigger application and Google Sheets as the action application.

---

Connecting WooCommerce to Pabbly Connect

To connect WooCommerce to Pabbly Connect, select ‘New Order Created’ as the trigger event. This means that whenever a new order is placed in your WooCommerce store, it will trigger the automation.

Copy the webhook URL provided by Pabbly Connect and navigate to your WooCommerce settings. Under ‘Advanced’, find the ‘Webhooks’ section, and click on ‘Add Webhook’. Paste the copied URL in the Delivery URL field, give it a name, and set the status to Active. Finally, save the webhook.

---

Testing the WooCommerce Connection

After setting up the webhook, it’s time to test the connection between WooCommerce and Pabbly Connect. You will need to create a dummy order in your WooCommerce store. Once the order is successfully placed, Pabbly Connect will capture the order details as a webhook response.

Once you place the order, head back to Pabbly Connect and click on the ‘Recapture Webhook Response’ button. This will show you all the details captured from the order, confirming that the integration is working correctly.

---

Adding Order Details to Google Sheets and Google Docs

Now, let’s move to the next steps where we will add the captured order details to Google Sheets and create a new document in Google Docs using Pabbly Connect. First, select Google Sheets as the action application and choose ‘Add a New Row’ as the action event.

• Connect your Google Sheets account to Pabbly Connect.
• Select the spreadsheet you want to update.
• Map the order details to the corresponding columns in your sheet.

Once the order details are mapped, click on the save button. Following this, you will set up Google Docs to create a new document. Select Google Docs as the next action application, choose to create a new document with a specific template, and map the order details accordingly.

---

Conclusion

Using Pabbly Connect, you can easily automate the process of adding WooCommerce order details to Google Sheets and Google Docs. This integration allows for real-time updates and helps streamline your workflow, making order management more efficient.

Learn how to integrate Google Contacts and Chat Race using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. 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

---

1. Setting Up Pabbly Connect for Integration

To start integrating Google Contacts and Chat Race, you need to access Pabbly Connect. First, sign up or log in to your account on the Pabbly Connect dashboard. This platform allows you to automate workflows between multiple applications effortlessly.

Once you are logged in, click on the ‘Create Workflow’ button. You will need to name your workflow based on your objective, such as ‘Create Contacts in Google Contacts and Chat Race When Customer Profile is Updated in WooCommerce’. After naming your workflow, click on the ‘Create’ button to proceed.

---

2. Choosing Trigger Applications in Pabbly Connect

In this step, you will set up WooCommerce as your trigger application in Pabbly Connect. Select WooCommerce from the list of applications and choose the trigger event as ‘Customer Updated’. This means that every time a customer updates their profile in WooCommerce, the workflow will be triggered.

• Select WooCommerce as the trigger application.
• Choose ‘Customer Updated’ as the trigger event.
• Copy the provided webhook URL to connect WooCommerce with Pabbly Connect.

Next, navigate to your WooCommerce settings, go to ‘Advanced’, and then to ‘Webhooks’. Here, create a new webhook named ‘Chat Race New Webhook’ with the status set to active and the topic set to ‘Customer Updated’. Paste the copied webhook URL into the appropriate field and save your changes.

---

3. Capturing Webhook Responses in Pabbly Connect

After saving your webhook in WooCommerce, return to Pabbly Connect to capture the webhook response. This step ensures that the integration is working as expected. You will need to perform a test submission by updating a customer profile in WooCommerce.

Go to the ‘Users’ section in WooCommerce, select a user, and edit their details. Make changes such as updating the first name, last name, email, and phone number. Once you update the user, go back to Pabbly Connect to see if the webhook response has been received successfully.

• Edit a user profile in WooCommerce to trigger the webhook.
• Verify the received data in Pabbly Connect to ensure it matches the updated profile.
• Confirm that all necessary fields, like phone number and email, are captured correctly.

Once you have confirmed that the webhook response is received, you can move on to the next step of creating contacts in Chat Race and Google Contacts.

---

4. Creating Contacts in Chat Race via Pabbly Connect

Now that you have the webhook data, the next action is to create a contact in Chat Race using Pabbly Connect. Select Chat Race as your action application and choose the action event as ‘Create New Contact’. You will need to connect your Chat Race account by entering the API access token.

To obtain the API access token, log in to your Chat Race account, navigate to ‘Settings’, and then to ‘Integrations’. Copy the API access token and paste it into Pabbly Connect. After saving the connection, you can map the fields from the webhook response to the required fields for creating a contact in Chat Race.

Select the phone number, first name, last name, and email from the webhook response to map to Chat Race fields. Click ‘Save and Send Test Request’ to create the contact. Verify that the contact has been successfully created in Chat Race.

Once confirmed, you can proceed to create a contact in Google Contacts.

---

5. Creating Contacts in Google Contacts Using Pabbly Connect

The final step is to create a contact in Google Contacts through Pabbly Connect. Select Google Contacts as your action application and choose ‘Create Contact’ as the action event. You will need to connect your Google account and grant Pabbly Connect the necessary permissions.

After connecting, you will map the fields from the webhook response to the Google Contacts fields. For example, combine the first name and last name for the display name, and fill in the email and phone number fields accordingly. Once all fields are mapped, click ‘Save and Send Test Request’ to create the contact.

Map the display name, email address, and phone number from the previous steps. Confirm that the contact is created successfully in Google Contacts. Refresh Google Contacts to see the new contact.

With the contacts now created in both Chat Race and Google Contacts, your integration is complete and functioning as intended. You can test the workflow by updating another customer profile to see the automation in action.

---

Conclusion

This tutorial demonstrated how to integrate Google Contacts and Chat Race using Pabbly Connect. By following the steps outlined, you can automate the process of creating contacts whenever a customer profile is updated in WooCommerce, streamlining your workflow effectively.

Learn how to integrate Elementor forms with Interact using Pabbly Connect to automate your workflows seamlessly. Step-by-step guide 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

---

1. Accessing Pabbly Connect for Integration

To begin integrating Elementor forms with Interact, first access Pabbly Connect. You can do this by signing in to your existing account or creating a new one. The process is quick and provides you with 100 free tasks upon signing up.

Once logged in, you will be directed to the Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button located on the right side of the dashboard to start setting up your integration.

---

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow that connects your Elementor form to Interact. Start by naming your workflow appropriately, such as ‘Create Contact and WhatsApp Message from Elementor Form Submission’. This will help you identify the workflow later. using Pabbly Connect

• Select Elementor as your trigger application.
• Choose the trigger event as ‘New Form Submission’.
• Copy the generated webhook URL to connect Elementor with Pabbly Connect.

After copying the webhook URL, you will now proceed to set up the Elementor form to send data to this URL. This is done by going to your Elementor account and editing the form that you want to integrate.

---

3. Configuring the Elementor Form for Pabbly Connect

To configure your Elementor form, navigate to the submissions section in your WordPress dashboard. Locate the specific form you want to integrate and click on it to edit. In the form settings, go to the ‘Actions After Submit’ section and add a new action by selecting ‘Webhook’.

• Paste the copied webhook URL into the webhook field.
• Remove any existing webhook URLs to avoid conflicts.
• Click the ‘Update’ button to save your changes.

After updating the form, return to Pabbly Connect. The system will now be waiting for a response from the Elementor form. To test the integration, fill out the form and submit it to ensure that the data is being sent correctly.

---

4. Setting Up Interact as an Action in Pabbly Connect

Once you have received a successful response from your Elementor form submission, it’s time to set up Interact in Pabbly Connect. Select Interact as your action application and choose the action event as ‘Create or Update User’. This action will allow you to add the new contact information received from the Elementor form.

To connect to Interact, you will need to enter your secret key. Log into your Interact account, navigate to the developer settings, and copy the secret key. Return to Pabbly Connect, paste the key, and click on ‘Save’ to establish the connection.

---

5. Sending a WhatsApp Message via Interact

After successfully creating or updating the user in Interact, the next step is to send a WhatsApp message. In Pabbly Connect, add another action step and select Interact again, this time choosing the action event as ‘Send WhatsApp Template Message’.

Map the phone number received from the Elementor form submission to the WhatsApp message field. You will also need to specify the template code for your WhatsApp message. Ensure that you have created the template in your Interact account beforehand.

Once you have filled in all required fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you will receive a confirmation that the message has been sent successfully. You can verify this by checking your WhatsApp for the message.

---

Conclusion

This tutorial demonstrated how to seamlessly integrate Elementor forms with Interact using Pabbly Connect. By following these steps, you can automate user creation and messaging efficiently, enhancing your workflow significantly.

Learn how to automate Stripe refunds to MySQL using Pabbly Connect. Step-by-step tutorial on setting up the integration effectively. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To start automating your Stripe refunds to MySQL, first access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. If you’re not a user yet, you can create a free account in just a few minutes.

Once logged in, you’ll be directed to the Pabbly Connect dashboard. From here, click on the blue ‘Create Workflow’ button and enter a name for your workflow, such as ‘Add Stripe Refund Details to MySQL Automatically’. After naming it, click on ‘Create’ to proceed.

---

2. Setting Up Trigger and Action with Pabbly Connect

In this step, you will configure the trigger and action within Pabbly Connect. The trigger specifies when the automation should start, while the action defines what happens next. Select Stripe as your trigger application and choose the trigger event for ‘New Refund’.

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

Next, integrate this webhook URL into your Stripe account. Navigate to the Stripe dashboard, click on the ‘Developers’ section, and then select ‘Webhooks’. Here, add a new endpoint and paste the copied URL. Ensure you select the event ‘Charge Refunded’ to listen for refund events.

---

3. Testing the Integration with Pabbly Connect

After setting up the webhook, it’s time to test the integration. Initiate a refund in Stripe for a recent payment. This action will trigger the webhook and send refund details to Pabbly Connect. You should see a response indicating that the data has been successfully received.

To verify the received data, check the Pabbly Connect dashboard. You should see the refund type, amount, and customer details captured from the Stripe event. This confirms that the connection between Stripe and Pabbly Connect is functioning correctly.

---

4. Inserting Data into MySQL Using Pabbly Connect

Now that the refund details are captured, the next step is to insert this data into your MySQL database. In Pabbly Connect, select MySQL as your action application and choose the action event to ‘Insert Row’. Provide your database credentials, including the username, password, and database name.

• Select MySQL as the action application.
• Choose the action event ‘Insert Row’.
• Map the fields with the data received from Stripe.

Ensure you map all necessary fields such as customer name, email, refund amount, and product name. Once everything is set up, click on the button to execute the action. This will insert the refund details into your specified MySQL table.

---

5. Conclusion

By following these steps, you can automate the process of adding Stripe refund details directly to your MySQL database using Pabbly Connect. This integration not only saves time but also ensures accurate data handling. With Pabbly Connect, you can easily manage various applications and automate your workflows effectively.

Learn how to automate Stripe refunds directly to your MySQL database using Pabbly Connect in this step-by-step tutorial. 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

---

1. Accessing Pabbly Connect for Integration

To automate Stripe refunds to MySQL, you first need to access Pabbly Connect. This platform will serve as the central hub for connecting the Stripe payment gateway with your MySQL database.

After logging into your Pabbly Connect account, you can create a new workflow. Click on the ‘Create Workflow’ button and provide a name for your automation, such as ‘Add Stripe Refund Details to MySQL Automatically.’ This sets the stage for the integration process.

---

2. Setting Up the Trigger Event with Stripe

The next step involves setting up the trigger event in Pabbly Connect. Select Stripe as your application and choose the event ‘New Refund Created’. This means that every time a refund occurs in Stripe, the automation will trigger.

• Select ‘New Refund Created’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Navigate to your Stripe dashboard and paste this URL in the Webhook settings.

After pasting the URL, ensure it is enabled. This allows Stripe to send refund data directly to Pabbly Connect whenever a refund is processed, capturing essential customer details automatically.

---

3. Testing the Trigger with a Refund

Once the webhook is set up, you need to test the trigger in Pabbly Connect. Initiate a refund in your Stripe dashboard to send a test event to Pabbly Connect. This step is crucial to ensure the connection is working properly.

After processing the refund, return to Pabbly Connect to see if the webhook received the data. You should see details like the amount refunded and customer information. This confirms that the integration is correctly capturing refund events from Stripe.

---

4. Updating MySQL Database with Refund Details

With the trigger successfully tested, the next step is to update your MySQL database with the refund details. In Pabbly Connect, select MySQL as the action application and choose the event ‘Insert Row’.

• Provide your database credentials, including username, password, and host.
• Select the table where refund details will be stored.
• Map the fields from Stripe’s response to the corresponding columns in your MySQL table.

This mapping ensures that every time a refund occurs, the relevant details are automatically inserted into your MySQL database without manual intervention, streamlining your workflow.

---

5. Finalizing the Integration and Automation

After setting up the MySQL update action, finalize your workflow in Pabbly Connect. Review all the mapped fields and ensure that the correct data from Stripe aligns with your MySQL database structure.

Once everything is confirmed, click on the save button to activate your workflow. From now on, every refund processed in Stripe will automatically update your MySQL database with the corresponding customer details.

---

Conclusion

This tutorial has demonstrated how to automate the process of adding Stripe refund details to your MySQL database using Pabbly Connect. By following these steps, you can enhance your operational efficiency and ensure accurate data management without manual effort.

Learn how to automate your workflow by integrating Notion with Pabbly Connect. This detailed tutorial covers every step to streamline your task management processes. 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

---

Accessing Pabbly Connect for Automation

To begin with automating your workflow, you need to access Pabbly Connect. First, sign in to your Pabbly Connect account. If you do not have an account, you can create one for free. This platform will serve as the integration tool between Notion and various applications, allowing you to automate tasks effectively.

Once you are logged in, you will be directed to the dashboard. Click on the ‘Create Workflow’ button to initiate the process. Give your workflow a suitable name, such as ‘Notion to Pabbly Connect Integration’. This name will help you identify the automation you are creating later.

---

Creating a Workflow in Notion

Now that you have accessed Pabbly Connect, the next step is to create a workflow that integrates with Notion. Choose Notion as your trigger application. The trigger event you need is ‘New Database Item’. This event will activate whenever a new item is added to your Notion database.

After selecting your trigger event, you will be prompted to connect your Notion account to Pabbly Connect. Click on ‘Connect’ and then choose ‘Add New Connection’. You will need to authorize Pabbly Connect to access your Notion account. Make sure to allow access to the specific pages where you will be adding new items.

---

Setting Up Your Notion Database

Once your Notion account is connected, you need to specify which database you want to monitor for new items. Select the relevant database from the list that appears after connecting. This is crucial as it tells Pabbly Connect where to look for new data.

After selecting your database, click on ‘Save and Send Test Request’. This action will fetch the most recent item from your Notion database, confirming that the connection is working correctly. You should see the details of the last item you added, such as the name, email, and task description.

---

Sending Data to Google Chat

Now that you have successfully set up your Notion database with Pabbly Connect, it’s time to send the data to Google Chat. To do this, select Google Chat as your action application. The action event should be set to ‘Create Message’. This will allow you to send a message to your team whenever a new item is added to Notion.

Connect your Google Chat account to Pabbly Connect by clicking on ‘Connect’. You will need to authorize the connection. Once connected, specify the chat web URL where you want the messages to be sent. This URL will direct the messages to the appropriate channel in Google Chat.

---

Conclusion

In conclusion, integrating Notion with Pabbly Connect allows for seamless task management and communication. By following the steps outlined in this tutorial, you can automate the process of adding new items in Notion and sending updates to your team via Google Chat. This not only saves time but also enhances productivity by ensuring everyone is informed of new tasks and updates.

Learn how to automate the process of adding Insta Mojo payments to Zoho CRM leads using Pabbly Connect. Step-by-step tutorial included! 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 Insta Mojo Integration

To begin with the integration process, first visit the Pabbly Connect website by typing Pabbly Connect in your browser. Once there, sign in to your existing account or sign up for a new one if you are a first-time user. Signing up is free and offers you 100 free tasks every month, allowing you to test the automation features.

After signing in, navigate to the dashboard and locate the Create Workflow button. Click on it to initiate the workflow setup. Name your workflow something descriptive, such as ‘Insta Mojo to Zoho CRM Leads Integration’. This name will help you identify this workflow later.

---

2. Setting Up the Trigger with Insta Mojo

In this section, we will set up the trigger application for our workflow. Choose Insta Mojo as your trigger application and select the New Sale event. This event will trigger the workflow every time a new sale is made through your Insta Mojo account.

Once you select the event, Pabbly Connect will generate a webhook URL. This URL acts as a bridge between Insta Mojo and Pabbly Connect, allowing data to flow seamlessly. Copy this webhook URL and follow the instructions provided to set it up in your Insta Mojo account.

• Log into your Insta Mojo account.
• Navigate to the product for which you want to set the webhook.
• In the product settings, find the option to add a webhook and paste the copied URL.

After saving the changes in Insta Mojo, return to Pabbly Connect and click on the Capture Webhook Response button to test the connection. Make a dummy payment to see if the data is captured correctly.

---

3. Creating a Lead in Zoho CRM

Once the webhook response is captured successfully, it’s time to set up the action application. Choose Zoho CRM as your action application and select the Create Lead event. This action will add a new lead in Zoho CRM whenever a payment is received in Insta Mojo.

To connect your Zoho CRM account with Pabbly Connect, you will need your API key. Access your Zoho account, navigate to the settings, and find the API section to generate your API key. Copy this key and paste it into Pabbly Connect to establish the connection.

• Map the data from the webhook response to the respective fields in Zoho CRM.
• Ensure the email, name, and other relevant details are correctly mapped.
• Click Save and Send Test Request to verify if the lead is created successfully.

If the lead is created successfully, you will see a confirmation message in Pabbly Connect, indicating that the integration is functioning properly.

---

4. Testing the Integration in Real-Time

To ensure everything is set up correctly, perform a real-time test. Go back to your Insta Mojo payment page and make another dummy payment. Once the payment is successful, check your Zoho CRM account to see if the new lead has been created.

Refresh your Zoho CRM leads page, and you should see the new lead with all the details you provided during the payment process. This confirms that the integration between Pabbly Connect, Insta Mojo, and Zoho CRM is working seamlessly.

---

5. Conclusion: Automating Your Payment Process

In conclusion, integrating Insta Mojo with Zoho CRM using Pabbly Connect allows you to automate the process of adding leads based on new sales. This automation not only saves time but also ensures that you never miss out on capturing important customer data.

With just a few simple steps, you can set up a workflow that keeps your CRM updated automatically with every payment received, enhancing your sales process and customer management capabilities.

---

Learn how to seamlessly integrate Facebook Lead Ads with HubSpot CRM using Pabbly Connect for automated lead generation. Follow our step-by-step guide! 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

---

1. Setting Up Pabbly Connect for Automation

To integrate Facebook Lead Ads with HubSpot CRM, you first need to access Pabbly Connect. This integration tool allows you to easily automate workflows without any coding required. Start by signing up for a free account, which gives you access to automation tasks monthly.

Once signed in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you can name your workflow appropriately. After naming, click on the ‘Create’ button to open the workflow page where you will define your trigger and action.

---

2. Defining the Trigger Event in Pabbly Connect

The next step involves defining the trigger event in Pabbly Connect. Click on the trigger application option and select ‘Facebook Lead Ads’ as your trigger application. The trigger event to choose here is ‘New Lead’.

• Select ‘Add New Connection’ to connect to your Facebook account.
• Choose the Facebook page where your lead ads are running.
• Select the lead ad form you will be using for lead generation.

After setting up the trigger, you can use the Facebook Lead Ads testing tool to generate a dummy lead. This will provide the necessary data for the next steps in the automation process.

---

3. Setting Up the Action Event in HubSpot CRM

Once the trigger is established, the next step is to set up the action event in Pabbly Connect. Search for ‘HubSpot CRM’ as the action application and select ‘Create a Contact’ as the action event. This step is crucial as it defines what happens when a new lead is generated.

Click the ‘Connect’ button and choose ‘Add New Connection’ to link your HubSpot account. After successful authorization, you will need to map the data fields from the trigger step to the corresponding fields in HubSpot, such as first name, last name, and email address.

• Map the first name and last name from the Facebook lead data.
• Fill in the email address and any other relevant details.
• Set the lead status to active or inactive based on your preference.

After mapping all necessary fields, you can test the connection by clicking on the ‘Save and Send Test Request’ button. This will create a new contact in HubSpot based on the dummy lead information provided earlier.

---

4. Testing and Verifying the Integration

To ensure the integration works as intended, you need to test the setup in Pabbly Connect. After clicking the ‘Save and Send Test Request’ button, check your HubSpot account for the new contact created from the dummy lead data.

Refresh the contacts page in HubSpot to see if the new lead appears. You should see the contact with the name and email address you provided in the test lead. This confirms that the automation is functioning correctly and that leads generated from Facebook will automatically be added to HubSpot.

---

5. Finalizing Your Automation Setup

After confirming that the integration works, you can finalize your automation setup in Pabbly Connect. This setup only needs to be done once, and it will continuously run in the background. Whenever a new lead is generated through Facebook, it will automatically be added to HubSpot CRM.

Make sure to save your workflow and consider cloning it for future use or adjustments. This way, you can easily manage multiple workflows that automate your lead generation process.

Conclusion

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

---

By using Pabbly Connect, you can streamline your lead generation from Facebook to HubSpot, enhancing your CRM capabilities without any coding skills required. This integration will help you focus more on converting leads rather than managing them manually.