Author: Rajpal Tomar

Learn to automate the creation of Agile CRM contacts from IndiaMART leads using Pabbly Connect in this detailed 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

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1. Accessing Pabbly Connect for IndiaMART and Agile CRM Integration

To create Agile CRM contacts from IndiaMART leads, you will first need to access Pabbly Connect. Start by opening a new tab in your browser and navigating to the Pabbly Connect website. If you don’t already have an account, you can sign up for free, which only takes a couple of minutes.

Once you have logged into Pabbly Connect, you will be directed to the dashboard. Here, you can see various applications offered by Pabbly. Click on the ‘Access Now’ button under Pabbly Connect to begin setting up your workflow for automation.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to automate the process. Click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow. You can name it something like ‘IndiaMART Automation’ and select a folder to save it.

• Name your workflow (e.g., IndiaMART Automation).
• Select a folder for saving the workflow.
• Click on the ‘Create’ button.

After creating the workflow, you will see two boxes: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result. Set up the Trigger by selecting IndiaMART as the application.

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3. Setting Up Trigger for New Leads from IndiaMART

Now that you have your workflow set up, it’s time to configure the Trigger in Pabbly Connect. Select IndiaMART as your Trigger application and choose the event ‘New Leads’. This will allow Pabbly Connect to capture new leads from your IndiaMART account automatically.

To connect IndiaMART with Pabbly Connect, you will need to provide a CRM key. Log in to your IndiaMART account and navigate to the settings to find your CRM API key. Copy this key and paste it into the appropriate field in Pabbly Connect. Click on the ‘Save’ button to establish the connection.

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4. Configuring Action to Create Contacts in Agile CRM

After setting up the Trigger, you will now configure the Action to create a new contact in Agile CRM using Pabbly Connect. Select Agile CRM as your Action application and choose the ‘Create Contact’ event. You will need to connect Agile CRM with Pabbly Connect by entering your Agile CRM login email, API key, and domain.

To find your API key, log in to your Agile CRM account and navigate to the Admin Settings. Copy the API key and paste it into Pabbly Connect. For the domain, you can find it in the URL of your Agile CRM account. After entering all required details, click on the ‘Save’ button to finalize the connection.

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5. Mapping IndiaMART Lead Details to Agile CRM

With the connection established, the final step involves mapping the lead details from IndiaMART to Agile CRM using Pabbly Connect. You will need to retrieve the lead details such as name, email, phone number, and address. Use the mapping feature in Pabbly Connect to connect these fields properly.

• Map the first name and last name by splitting the full name received from IndiaMART.
• Map the email address and phone number from the lead details.
• Fill in the address, city, and state details from the lead information.

Once all details are mapped correctly, click on the ‘Send Test Request’ button to confirm the integration. If successful, you will see a positive response indicating that a new contact has been created in Agile CRM using the lead details from IndiaMART.

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Conclusion

In this tutorial, we demonstrated how to create Agile CRM contacts from IndiaMART leads using Pabbly Connect. By following the steps outlined, you can automate your lead management process efficiently. This integration allows for seamless communication and relationship building with your leads, enhancing your overall business productivity.

Learn how to send Google Ads leads to other applications using Pabbly Connect‘s powerful API integration. Follow this step-by-step tutorial for seamless automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

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1. Accessing Pabbly Connect for Google Ads Integration

To send Google Ads leads to other applications, you first need to access Pabbly Connect. Start by typing Pabbly.com/connect in your browser. This powerful tool facilitates integration between various applications using API P.

Once on the Pabbly Connect homepage, you can choose to sign in or sign up for free. New users receive 100 tasks every month. After signing in, navigate to the dashboard where you can create workflows.

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2. Creating a Workflow in Pabbly Connect

To automate the process of sending Google Ads leads, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of your dashboard.

• Name your workflow (e.g., ‘Send Google Ads Leads to Other Applications’).
• Select a folder to save your workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will be directed to a screen where you can set up the trigger and action for your integration.

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3. Setting Up Google Ads as the Trigger Application

In this step, you will configure Google Ads as the trigger application in Pabbly Connect. Search for ‘Google Ads’ in the trigger application section and select it.

Choose the trigger event as ‘New Lead Form Entry’. This will allow Pabbly Connect to capture new leads as they come in. Once selected, you will see a webhook URL generated by Pabbly Connect, which will be used to link Google Ads with Pabbly Connect.

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4. Connecting Google Ads to Pabbly Connect

To establish the connection, go to your Google Ads account. Navigate to the lead form section and create a new lead form. In the lead delivery options, find the ‘Webhook Integration’ section. using Pabbly Connect

• Paste the webhook URL from Pabbly Connect into the designated field.
• Add a dummy key if required.
• Save the lead form settings.

Once the settings are saved, any new lead captured through Google Ads will automatically be sent to Pabbly Connect, initiating the workflow.

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5. Sending Leads to Other Applications Using API P

Now that Google Ads is connected to Pabbly Connect, you can set up the action to send leads to another application, such as MailerLite. In the action application section, search for ‘API P’ and select it.

Select the action event as ‘Execute API Request’ and choose the POST method to send the lead data. You will need to provide the API endpoint URL from MailerLite, which allows you to create a subscriber.

Set the payload type as JSON. Use Bearer Token for authentication. Map the fields accordingly to capture lead details.

After configuring these settings, click on ‘Save and Send Test Request’ to verify that the integration works correctly. If successful, a new subscriber will be created in MailerLite from the Google Ads lead.

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Conclusion

This tutorial demonstrated how to send Google Ads leads to other applications using Pabbly Connect. By following these steps, you can automate lead management and enhance your marketing efforts effectively.

Learn how to automatically add IndiaMART enquiries to Zoho CRM using Pabbly Connect. Step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

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1. Access Pabbly Connect for Integration

To automate the process of adding IndiaMART enquiries to Zoho CRM, you first need to access Pabbly Connect. This platform allows you to create workflows that connect different applications seamlessly.

Go to the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for a free account which offers 100 free tasks every month. After logging in, you will be directed to the Pabbly Connect dashboard, ready to create your automation.

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2. Create a Workflow in Pabbly Connect

To set up the automation, click on the ‘Create Workflow’ button located at the bottom right corner of your dashboard. This will prompt you to name your workflow. For this integration, name it ‘IndiaMART Automation’. using Pabbly Connect

• Select a specific folder for your workflow.
• Click on ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result. In this case, the trigger will be IndiaMART, and the action will be Zoho CRM.

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3. Set Up Trigger for IndiaMART

Now, you need to set up the trigger in Pabbly Connect to respond to new enquiries from IndiaMART. Click on the dropdown to choose your trigger application, selecting ‘IndiaMART’.

Next, select the trigger event as ‘New Leads’. After that, click on ‘Connect’ to establish a connection with your IndiaMART account. You will need to enter the CRM key from your IndiaMART account settings, which can be found under Account Settings > CRM API.

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4. Set Up Action for Zoho CRM

After configuring the trigger, it’s time to set up the action step in Pabbly Connect. Choose ‘Zoho CRM’ as your action application and select the action event as ‘Insert or Update Record’. Click ‘Connect’ to connect Zoho CRM with Pabbly Connect.

• Enter your Zoho domain when prompted.
• Accept the authorization request to allow Pabbly Connect access.

For the module name, select ‘Leads’ since you want the enquiries to be added as leads in Zoho CRM. Fill in the required fields by mapping the data from the previous step, ensuring all necessary information is included.

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5. Test the Integration

Once everything is set up, click on ‘Save and Send Test Request’ to test the integration. If the setup is correct, you should receive a positive response indicating that a new lead has been successfully created in Zoho CRM.

Finally, log into your Zoho CRM account to verify that the new lead appears with all mapped details from the IndiaMART enquiry. If successful, you have now automated the process of adding enquiries from IndiaMART to Zoho CRM using Pabbly Connect.

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Conclusion

This guide demonstrated how to automate the addition of IndiaMART enquiries to Zoho CRM using Pabbly Connect. By following these steps, you can streamline your sales process effectively.

Learn how to automate the creation of Salesmate contacts from IndiaMART leads using Pabbly Connect. Step-by-step guide to streamline your CRM integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create Salesmate contacts from IndiaMART leads, start by accessing Pabbly Connect. This platform allows you to automate the process seamlessly. If you are a new user, click on the ‘Sign Up Free’ button, which takes only a few minutes.

Once you have signed up or logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new folder for your workflow by clicking on the plus icon and naming it, for example, ‘Automations for IndiaMART’. This organization helps manage your integrations effectively.

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2. Creating a Workflow in Pabbly Connect

Next, to set up the integration, click on the ‘Create Workflow’ button in Pabbly Connect. You will be prompted to name your workflow, such as ‘IndiaMART Automation’. After naming, you can select the folder you created earlier.

• Click on ‘Create’ to proceed to the next step.
• Choose the trigger application as IndiaMART.
• Select the trigger event as ‘New Leads’.

After selecting the trigger, connect your IndiaMART account by adding a new connection. You will need to enter the CRM API key from your IndiaMART account settings. This key is essential for the integration to function properly.

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3. Setting Up the Trigger in Pabbly Connect

Once your IndiaMART account is connected to Pabbly Connect, you can test the connection. Clicking on ‘Save and Send Test Request’ will fetch the most recent lead details from your IndiaMART account. This step ensures that the trigger is functioning correctly.

Upon successful testing, you will receive lead details, including the name, mobile number, email address, and other relevant information. This data is crucial for creating a new contact in Salesmate.

• Verify that the details received match your expectations.
• If successful, proceed to set up the action application.

Now that the trigger is set up, you can move on to the action application, which will be Salesmate. This is where you will create the contact based on the lead information received.

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4. Connecting Salesmate as the Action Application

In this step, select Salesmate as your action application in Pabbly Connect. Choose the action event as ‘Create Contact’. To connect your Salesmate account, you will need to enter specific details such as the hostname, session token, and account URL.

To find these details, log into your Salesmate account. The hostname is your account name, the session token can be found in your account settings under access keys, and the account URL is also available in your Salesmate profile. Enter these details into Pabbly Connect to establish the connection.

Ensure all fields are filled accurately to avoid connection issues. Click on ‘Save’ to complete the connection.

After successfully connecting Salesmate, you can now map the lead details from IndiaMART to the corresponding fields in Salesmate, such as first name, last name, mobile number, and email address.

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5. Finalizing the Integration Process

To finalize the integration in Pabbly Connect, ensure that all required fields are mapped correctly. This includes splitting the full name into first and last names using the text formatting action in Pabbly Connect. After mapping, click on ‘Save and Send Test Request’ to check if the contact creation is successful.

Once you receive a success response, check your Salesmate account to confirm that the new contact has been created. Refresh the page to see the new entry with the lead’s details. This confirms that your integration is working as intended.

Monitor the integration for any errors or issues. You can modify the workflow as needed for future leads.

By following these steps, you have successfully set up an automated process to create Salesmate contacts from IndiaMART leads using Pabbly Connect.

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Conclusion

In summary, integrating IndiaMART leads with Salesmate contacts through Pabbly Connect streamlines your lead management process. By setting up triggers and actions, you can automate contact creation efficiently, saving time and improving productivity.

Learn how to automate WhatsApp messages on Landingi form submission using Pabbly Connect. Step-by-step guide to streamline your communication process. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

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1. Accessing Pabbly Connect for WhatsApp Integration

To begin with the integration process, first access Pabbly Connect by navigating to its official URL. Upon reaching the site, you will see options for signing in or signing up. If you are a new user, click on ‘Sign Up Free’ to create an account and get 100 free tasks every month.

If you already have an account, simply click on ‘Sign In’. After logging in, you will be directed to the Pabbly Connect dashboard where you can create your workflows. This is the central hub for managing your automations.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow; for this integration, you can name it ‘Send WhatsApp Message on Landingi Form Submission’.

• Select a folder to store the workflow, such as ‘Automations’.
• Click on the ‘Create’ button to finalize the workflow setup.

In the workflow window, you will see two key components: Trigger and Action. The Trigger is what starts the automation, and the Action is what happens as a result. For this setup, the trigger will be Landingi, and the action will be WhatsApp Cloud API.

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3. Setting Up the Trigger for Landingi Form Submission

To configure the trigger, select Landingi as your application and choose ‘New Lead from Landing Page’ as the Trigger Event. This will allow Pabbly Connect to listen for new form submissions from your Landingi page.

Upon selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting Landingi with Pabbly Connect. Copy the webhook URL and head over to your Landingi dashboard.

• Edit the form you wish to connect.
• Navigate to the ‘Settings’ section and select ‘Integrations’.
• Paste the copied webhook URL and set the request method to POST.

Save the changes and publish the form. This ensures that your Landingi form is now live and can send data to Pabbly Connect.

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4. Configuring WhatsApp Cloud API as Action in Pabbly Connect

Now that the trigger is set up, it’s time to configure the action. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the Action Event. This will enable Pabbly Connect to send messages via WhatsApp whenever a new lead is submitted.

To connect your WhatsApp Cloud API account to Pabbly Connect, click on ‘Add New Connection’. You will need to enter your WhatsApp Cloud API credentials including the temporary access token, phone number ID, and WhatsApp business account ID. Ensure you have these details ready from your Meta for Developers account.

Copy your temporary access token and paste it into the connection setup. Enter your phone number ID and WhatsApp business account ID.

After entering these details, click on ‘Save’ to establish the connection. You will then be prompted to select a template name for the WhatsApp message that will be sent.

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5. Testing the WhatsApp Message Integration

With the trigger and action configured, it’s time to test your integration. Fill out the Landingi form with dummy data for the test submission. Ensure you include a valid phone number to receive the WhatsApp message.

After submitting the form, return to Pabbly Connect to check for a successful webhook response. If the setup is correct, you should see the data from the form submission displayed, confirming that Pabbly Connect has received the information.

Check your WhatsApp to see if the message has been received. If successful, the message will appear with the dynamic content included.

This test confirms that the entire workflow is functioning as intended. You can now use this automation to streamline your communication with leads via WhatsApp.

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Conclusion

This tutorial demonstrated how to send WhatsApp messages on Landingi form submission using Pabbly Connect. By following these steps, you can automate your lead communication effectively, ensuring timely responses to inquiries.

Learn how to automate Slack notifications for new Google Ads leads using Pabbly Connect. Step-by-step guide on setting up your integration seamlessly. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating Slack notifications for new Google Ads leads, access Pabbly Connect by visiting its official website. Here, you can either sign in as an existing user or click on the ‘Sign Up for Free’ button if you are new.

Once you create your account, you will receive 100 free tasks each month to test the platform. After signing in, navigate to the Pabbly Connect dashboard where you can manage all your workflows.

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2. Creating a New Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ button. You will need to name your workflow, such as ‘Send Slack Notification for New Google Ads Leads.’ This name helps identify your automation easily. using Pabbly Connect

• Select the appropriate folder for organization.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will see two main sections: Trigger and Action. Here, you will set up Google Ads as the trigger and Slack as the action to automate notifications effectively.

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3. Setting Up Google Ads as Trigger in Pabbly Connect

In the Trigger section, select Google Ads as your application. Next, choose the trigger event, which should be ‘New Lead Form Entry.’ This means that every time a new lead submits a form on Google Ads, it will trigger the automation.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to connect Google Ads with Pabbly Connect. Follow the instructions provided to integrate this URL into your Google Ads lead form settings.

• Navigate to your Google Ads account and create a lead form.
• Paste the webhook URL into the lead delivery section for integration.

After submitting a test lead, return to Pabbly Connect to confirm that the connection was successful and that the lead details are captured.

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4. Setting Up Slack as Action in Pabbly Connect

Next, in the Action section of Pabbly Connect, select Slack as your application and choose the action event ‘Send Channel Message.’ This will allow you to send a notification to your Slack channel when a new lead is generated.

Click on the ‘Connect’ button to establish a connection with your Slack account. You will need to select the token type (User or Bot). For this integration, choose ‘Bot’ to enable automated messaging capabilities.

Authorize Pabbly Connect to access your Slack account. Select the channel where you want notifications to be sent.

Compose your notification message, including dynamic placeholders like the lead’s name, email, and phone number, to ensure the message is relevant to each new lead.

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5. Finalizing the Automation in Pabbly Connect

After setting up the message, map the data from the Google Ads response to ensure that each notification contains the correct lead details. This mapping is crucial for automation, as it allows the message to change dynamically with each new lead.

Once you have mapped the required fields, click on the ‘Save and Send Test Request’ button. If everything is set up correctly, you should see a confirmation that the message has been sent to your Slack channel.

Verify that the message appears in your Slack channel. Test with actual leads to ensure everything functions as expected.

By following these steps, you have successfully automated notifications for new Google Ads leads using Pabbly Connect, ensuring your team is always updated with the latest leads.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate Slack notifications for new Google Ads leads. By following the detailed steps, you can ensure your team is promptly notified, enhancing your lead management process.

Learn how to automate grievance handling using Google Forms and Google Chat with Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

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1. Accessing Pabbly Connect for Grievance Handling Automation

To streamline grievance handling, the first step is to access Pabbly Connect. This platform enables the integration of Google Forms and Google Chat seamlessly. You can reach Pabbly Connect by visiting their homepage and signing up for a free account.

After signing up, you will have access to 100 free tasks every month. Existing users can sign in directly. Once logged in, navigate to the ‘All Apps’ section where you can find Pabbly Connect to start creating your workflow.

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2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating the grievance process. Click on the ‘Create Workflow’ button and name your workflow. For this example, name it ‘Automate Grievance Forms with Google Forms and Google Chat’.

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

Upon creating the workflow, you will see two main sections: Trigger and Action. The Trigger will be Google Forms, and the Action will be Google Chat. This setup allows you to automate the process of sending grievance details from Google Forms to Google Chat using Pabbly Connect.

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3. Setting Up Google Forms as a Trigger in Pabbly Connect

In this step, you will set Google Forms as the trigger in Pabbly Connect. Select Google Forms as your trigger application and choose the event ‘New Response Received’. This event will activate the workflow when a new response is submitted through the form.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to link Google Forms with Pabbly Connect. Now, go to your Google Forms and link it to Google Sheets by clicking on ‘Responses’ and then ‘Link to Sheets’.

• Choose to create a new spreadsheet for the responses.
• Ensure the response fields match with those in Google Forms.

Once the spreadsheet is created, you can test the setup by submitting a sample response in Google Forms. This will help ensure that the data is being captured correctly in Google Sheets and is ready for integration with Pabbly Connect.

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4. Connecting Google Chat as an Action in Pabbly Connect

The next step is to connect Google Chat as the action in your Pabbly Connect workflow. Select Google Chat as your action application and choose the event ‘Create Message’. This action will send a message to your chosen Google Chat space whenever a grievance form is submitted.

To set this up, you will need to create a webhook URL in Google Chat. Go to your Google Chat space, click on ‘Apps and Integrations’, and add a new webhook. Provide a name for the webhook, such as ‘New Employee Grievance’, and paste the webhook URL from Pabbly Connect.

Map the required fields such as employee name, department, and grievance details in the message. Click on ‘Save and Send Test Request’ to confirm the setup.

After saving, check your Google Chat space for the message to ensure that the integration between Google Forms and Google Chat via Pabbly Connect is successful.

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5. Testing and Verifying the Integration

Testing the entire workflow is crucial to ensure that the integration is functioning as expected. Submit a new grievance through the Google Form and check if the response appears in Google Sheets. Once confirmed, check Google Chat to see if the message is sent to your team.

If everything is set up correctly, you should see the grievance details including the employee’s name, department, and their suggestions in the Google Chat space. This confirms that Pabbly Connect is effectively automating the grievance handling process.

To further verify, you can submit multiple grievances to ensure that the workflow consistently sends messages to Google Chat without any manual intervention. This automation significantly enhances the efficiency of handling employee grievances in your organization.

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Conclusion

In this tutorial, we demonstrated how to streamline grievance handling by integrating Google Forms and Google Chat using Pabbly Connect. This automation allows for efficient management of employee grievances, ensuring timely responses and improved communication.

Learn how to integrate IndiaMART with NeoDove using Pabbly Connect to automate lead creation seamlessly. 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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Accessing Pabbly Connect for IndiaMART and NeoDove Integration

To create a NeoDove lead from IndiaMART, you first need to access Pabbly Connect. This platform allows you to automate workflows seamlessly. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and receive 100 free tasks every month.

After signing in, navigate to the Pabbly Connect dashboard. Here, you will find various applications. Click on the ‘Access Now’ button under Pabbly Connect. This action will bring you to the main dashboard where you can create workflows to automate your lead generation process.

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Creating a Workflow in Pabbly Connect

To set up the integration between IndiaMART and NeoDove, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will prompt you to enter a name for your workflow. You can name it ‘IndiaMART Automation’ or any name that suits your needs.

Next, select a folder to save your workflow. You can choose from the existing folders or create a new one. Once you have named your workflow and selected the folder, click on the ‘Create’ button. Now, you will see two sections: Trigger and Action. The trigger will be IndiaMART, and the action will be NeoDove.

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Setting Up Trigger for IndiaMART in Pabbly Connect

Now, let’s set up the trigger in Pabbly Connect. Click on the arrow in the Trigger section and select ‘IndiaMART’ as your trigger application. Then, choose ‘New Lead’ as the trigger event. Note that IndiaMART operates on a polling basis, meaning it checks for new leads every 24 hours.

To connect IndiaMART with Pabbly Connect, click on the ‘Connect’ button. A new window will appear where you need to add a new connection. Here, you will need the IndiaM CRM API key. To find this, log into your IndiaMART account and go to ‘Settings’ > ‘Account Settings’ > ‘CRM API’. Copy the API key and paste it back into Pabbly Connect. Click ‘Save’ to establish the connection.

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Setting Up Action for NeoDove in Pabbly Connect

After setting up the trigger, it’s time to configure the action in Pabbly Connect. Click on the arrow in the Action section and select ‘NeoDove’ as your action application. Choose ‘Create Lead’ as the action event. This means that whenever a new lead is generated in IndiaMART, a corresponding lead will be created in NeoDove automatically.

Next, click on ‘Connect’ to link NeoDove with Pabbly Connect. You will be prompted to enter the Integration ID from your NeoDove account. To find this ID, go to NeoDove, click on ‘Integrations’, and then on ‘View Active Integrations’. Copy the Integration ID and paste it into Pabbly Connect. After this, you will map the data fields from the previous step to ensure the correct information is sent to NeoDove.

• Map the mobile number from the previous step.
• Map the name and email address fields accordingly.
• Ensure all fields are filled to create a complete lead.

Once you have mapped all the necessary data, click on ‘Save and Send Test Request’ to check if the integration works correctly. If successful, you should see a confirmation response.

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Verifying Lead Creation in NeoDove

To confirm that the integration between IndiaMART and NeoDove was successful, you need to check your NeoDove account. Refresh the page to see if a new lead has been created based on the data received from IndiaMART. If everything is set up correctly, you will find a new lead with the details you mapped earlier.

This process demonstrates how Pabbly Connect facilitates the automation of lead generation between IndiaMART and NeoDove. You can now easily manage your leads without manual data entry, ensuring efficiency and accuracy in your sales process.

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Conclusion

In this tutorial, we learned how to create a NeoDove lead from IndiaMART using Pabbly Connect. By following the steps outlined, you can automate your lead generation process effectively. This integration enhances your workflow and saves valuable time.

Learn how to notify your team via Gmail for new IndiaMart leads using Pabbly Connect with this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

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Accessing Pabbly Connect for Integration

To notify your team via Gmail for new IndiaMart leads, you need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page in your browser. If you’re a new user, click on ‘Sign Up for Free’ to create an account and enjoy 100 tasks free every month. Existing users can simply click on ‘Sign In’ to access their dashboard.

Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ for Pabbly Connect to begin your automation process. This integration will link your IndiaMart account with Gmail, allowing you to send notifications to your team whenever a new lead is received.

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Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, it’s time to create your workflow. Click on the button labeled ‘Create Workflow’. You will be prompted to select a folder for saving your workflow and to name it. Choose the folder named ‘Automations’ and name your workflow something like ‘Send Email Notifications for New IndiaMart Leads’.

Once you have named your workflow, click on ‘Create’. This opens the workflow window where you will set up the trigger and action. The trigger signifies when an event occurs, while the action defines what happens as a result. For this integration, select IndiaMart as the trigger application and choose ‘New Leads’ as your trigger event.

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Connecting IndiaMart to Pabbly Connect

To connect your IndiaMart account to Pabbly Connect, you’ll need to enter your CRM API key. Navigate to your IndiaMart account settings, and under ‘Account Settings’, find ‘CRM API’. Copy your API key and paste it into the designated field in Pabbly Connect. Click on ‘Save’ to establish the connection.

• Navigate to your IndiaMart account settings.
• Copy the CRM API key from the ‘CRM API’ section.
• Paste the key into Pabbly Connect and click ‘Save’.

After saving, click on ‘Refresh Fields’ and then ‘Save and Send Test Request’. You will see a response indicating that the trigger step was successful, capturing essential lead details such as query ID, sender name, and product name.

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Setting Up Gmail Action in Pabbly Connect

With your IndiaMart account connected, the next step is to set up the action in Pabbly Connect using Gmail. Select Gmail as your action application and choose ‘Send Email’ as the action event. Click on ‘Connect’ to establish this connection.

If you have previously connected Gmail to Pabbly Connect, you can select the existing connection. Otherwise, click on ‘Add a New Connection’ and authorize Pabbly Connect to access your Gmail account. Once connected, you will need to specify the recipient’s email address, which should be a constant address for your team.

• Enter the recipient email address for your team.
• Fill in the sender’s name, email subject, and content.
• Map the dynamic fields from the trigger response to personalize the email content.

After configuring the email details, click on ‘Save and Send Test Request’. You should receive a confirmation that the email has been sent successfully, indicating that your automation is working correctly.

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Finalizing and Testing the Integration

To finalize the integration, review the workflow steps in Pabbly Connect. You have set IndiaMart as the trigger for new leads and Gmail to send notification emails. Ensure all fields are correctly mapped and configured before testing the integration.

Click on ‘Save and Send Test Request’ one last time to verify the entire process. Check your Gmail account to confirm that the email notification has been received with the correct details from the new lead. This indicates that your workflow is fully operational and successfully integrated.

Remember, IndiaMart checks for new leads every 24 hours, so your setup will run on a polling basis. If you need more immediate updates, consider reaching out through the Pabbly forum for further assistance.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to notify your team via Gmail for new IndiaMart leads. By following these steps, you can automate your lead notifications efficiently and keep your team informed in real-time.

Learn how to automate adding Facebook leads to Google Sheets for sustainable products using Pabbly Connect. Step-by-step guide with detailed instructions. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Facebook leads into Google Sheets for sustainable products, you need to access Pabbly Connect. Begin by opening a new tab in your browser and navigating to the Pabbly Connect website.

Once there, you will see options to either sign in or sign up for free. If you don’t have an account, signing up takes just a couple of minutes and gives you access to 100 free tasks each month. After logging in, click on the ‘Access Now’ button under Pabbly Connect to reach your dashboard.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Add Facebook Leads to Google Sheets for Sustainable Products’. You can also choose a specific folder for saving this workflow.

• Click on the ‘Create’ button to proceed.
• Your new workflow will display two main sections: Trigger and Action.
• Select Facebook Lead Ads as your trigger application.

After selecting Facebook Lead Ads, you will need to set the trigger event to ‘New Lead Instant’. Click on ‘Connect’ and then ‘Add New Connection’ to link your Facebook account with Pabbly Connect.

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3. Setting Up the Trigger for Facebook Leads

Once connected, you will need to select the Facebook page associated with your sustainable products. Open the dropdown menu and choose your page, such as ‘Green Horizon Sustainable Goods’. Next, select the lead generation form you want to use, or opt for all forms to capture leads.

After selecting your form, click on ‘Save and Send Test Request’. This action will set up the webhook response, which is crucial for the next steps. You will need to create a sample submission to test this connection.

• Use Mata for Developer to create a sample lead submission.
• Access the Lead Ads Debug tool to preview your form.
• Fill in dummy details and submit the form to generate a lead.

Upon successful submission, return to Pabbly Connect to verify that you have received the lead details from Facebook.

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4. Configuring the Action to Google Sheets

Next, set up the action step in your workflow. Select Google Sheets as the action application and choose ‘Add New Row’ as the action event. Click on ‘Connect’ to link your Google Sheets account with Pabbly Connect.

After granting the necessary permissions, select the specific spreadsheet where you want to store the lead details. For this example, choose the spreadsheet named ‘Facebook Leads’ that contains columns for full name, phone number, and email.

Map the lead details received from Facebook to the corresponding columns in Google Sheets. Ensure that the full name, phone number, and email fields are correctly mapped. Click on ‘Save and Send Test Request’ to finalize the action setup.

Check your Google Sheets to confirm that the new lead information has been added successfully. This automation allows you to manage leads efficiently without manual entry.

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5. Testing the Integration for Success

To ensure everything is working correctly, conduct a real-time test. Delete the previously created lead in Mata for Developer, and fill out the lead form again with new details.

After submitting the new lead, return to your Google Sheets to verify that the details have been automatically added. You should see the new row with the lead’s full name, phone number, and email address.

This confirms that your integration between Facebook Lead Ads and Google Sheets via Pabbly Connect is functioning perfectly. Whenever you receive a new lead, it will be automatically recorded in your Google Sheets, streamlining your lead management process.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding Facebook leads to Google Sheets for sustainable products. With this integration, you can efficiently manage your leads without manual effort, ensuring timely follow-ups and better organization.