Author: Rajpal Tomar

Learn how to automate WhatsApp messages to IndiaMART leads using Pabbly Connect for IT and Telecom services with this detailed tutorial. 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 Automation

To automate WhatsApp messages to IndiaMART leads, first, access Pabbly Connect. This platform allows seamless integration between applications like WhatsApp and IndiaMART.

Visit the Pabbly Connect homepage by navigating to the URL Pabbly.com/connect. If you are a new user, click on ‘Sign Up Free’ to create an account and get 100 free tasks each month. Existing users can click on ‘Sign In’ to access their dashboard.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you need to create a new workflow to automate the message sending process. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

In the dialog box, name your workflow as ‘Send Automated WhatsApp Messages to IndiaMART Leads’ and select a folder for organizing your workflows. You can create multiple folders as needed. After naming your workflow, click on the ‘Create’ button to proceed.

• Click on ‘Create Workflow’ in the dashboard.
• Name your workflow and select a folder.
• Click ‘Create’ to finalize the setup.

Now you have successfully created a workflow in Pabbly Connect. The next step is to set up the trigger for your automation.

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3. Setting Up the Trigger with IndiaMART

In this step, you will set up the trigger in Pabbly Connect using IndiaMART as the trigger application. Select IndiaMART from the trigger application options.

Choose the trigger event as ‘New Leads’. This means that every time a new inquiry is received through your IndiaMART account, the workflow will be triggered. After selecting the trigger event, you will receive a webhook URL.

• Select IndiaMART as the trigger application.
• Choose ‘New Leads’ as the trigger event.
• Copy the provided webhook URL for further integration.

Next, log in to your IndiaMART account, navigate to the Lead Manager, and set up the webhook using the copied URL. This will connect your IndiaMART account with Pabbly Connect.

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4. Configuring WhatsApp Action in Pabbly Connect

After setting up the trigger, the next step is to configure the action in Pabbly Connect using WhatsApp by AI Sensei. Select WhatsApp by AI Sensei as your action application.

Choose the action event as ‘Send Template Message’. This will allow you to send an automated WhatsApp message to the lead whenever a new inquiry is received. You will then need to connect your WhatsApp account by providing the API key from your WhatsApp by AI Sensei account.

Select WhatsApp by AI Sensei as the action application. Choose ‘Send Template Message’ as the action event. Enter the API key from your WhatsApp account to establish the connection.

Once connected, you will need to enter the campaign name and map the lead’s phone number and name to personalize the message. This ensures that each inquiry receives a tailored response.

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5. Testing and Launching the Automation

Now that you have configured your automation in Pabbly Connect, it’s time to test it. Generate a test lead in your IndiaMART account to ensure that the workflow triggers correctly and the WhatsApp message is sent as intended.

After testing, check your WhatsApp to see if the message has been received. The automated message should contain the lead’s name and details about your IT and Telecom services, ensuring a personalized touch.

Generate a test lead in IndiaMART to trigger the automation. Verify that the WhatsApp message is received successfully. Ensure the message includes personalized details for the lead.

With this, you have successfully set up and tested your automation to send WhatsApp messages to IndiaMART leads using Pabbly Connect. This process not only saves time but also enhances your responsiveness to potential clients.

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Conclusion

In this tutorial, we learned how to automate WhatsApp messages to IndiaMART leads using Pabbly Connect. By following the steps outlined, you can enhance your communication efficiency and ensure timely responses to inquiries, ultimately improving client engagement.

Learn how to automate notifications on Google Chat for new Google Ads leads using Pabbly Connect. Step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Google Ads Integration

To start automating notifications for new Google Ads leads, access Pabbly Connect. This platform enables seamless integration between Google Ads and Google Chat, allowing you to notify your team instantly about new leads.

Begin by signing into your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 tasks monthly. Once logged in, navigate to the ‘All P Apps’ window and select Pabbly Connect by clicking on ‘Access Now.’

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Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the dashboard will appear. To create a new workflow, click the ‘Create Workflow’ button in the top right corner. A dialog box will prompt you to name your workflow.

For this integration, name the workflow ‘Notify Team on Google Chat for New Google Ads Lead’ and select a folder to save it. Choose the folder ‘Google Ads Automations’ from the left side of your screen, then click ‘Create’ to finalize your workflow.

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Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, the automation process relies on setting up a trigger and an action. The trigger will be set to Google Ads, specifically selecting ‘New Lead Form Entry’ as the event. This ensures that whenever a new lead is generated, Pabbly Connect captures the response automatically.

After selecting the trigger application and event, you will receive a unique webhook URL from Pabbly Connect. Copy this URL to create a connection between Google Ads and Pabbly Connect. Follow the steps provided to integrate your Google Ads account with the webhook URL.

• Log into your Google Ads account.
• Scroll down to the Lead Delivery option and click on Webhook Integration.
• Paste the copied webhook URL and enter a dummy key.

After entering the required information, click on ‘Send Test Data’ to ensure the connection is working. If successful, you will see the test data response in Pabbly Connect.

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Configuring Google Chat Integration with Pabbly Connect

Once the trigger is set up successfully, it’s time to configure the action step in Pabbly Connect. Select Google Chat as the action application and choose ‘Create Message’ as the action event. This allows you to send messages to your Google Chat space whenever a new lead is generated.

To complete this setup, you will need to provide the Chat Webhook URL. Open your Google Chat space, navigate to the settings panel, and find the Apps and Integrations option. From there, click on Webhook and create a new webhook with the name ‘New Lead Generated.’ Copy this URL and paste it back into Pabbly Connect.

• Enter the message content for the notification.
• Map the lead details such as name, email, and phone number from the previous step.
• Click on ‘Save and Test Request’ to finalize the integration.

After saving, you should see a positive response indicating that the message has been sent successfully to your Google Chat space.

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Testing the Integration in Pabbly Connect

With the integration set up, it’s crucial to test the functionality. Go back to your Google Chat space to check for notifications regarding new leads generated through Google Ads. You should see a message alerting your team about the new lead with all relevant details.

This successful notification ensures that your team can act quickly on new leads. By automating this process with Pabbly Connect, you enhance your agency’s efficiency and responsiveness, allowing for better client engagement.

In conclusion, using Pabbly Connect to integrate Google Ads and Google Chat streamlines your lead management process. This automation not only saves time but also ensures your team is always informed about new opportunities.

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Conclusion

This tutorial demonstrated how to set up notifications for new Google Ads leads in Google Chat using Pabbly Connect. By following these steps, you can enhance communication and responsiveness within your team, ultimately driving growth for your agency.

Learn how to automatically notify your team on Slack for new LinkedIn Lead Gen Ads leads using Pabbly Connect. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To notify your team on Slack for new LinkedIn Lead Gen Ads leads, start by accessing Pabbly Connect. Visit the Pabbly Connect website by typing Pabbly.com/connect in your browser. Here, you will find options to sign in or sign up for free.

If you’re a new user, click on ‘Sign Up for Free’ to get started with 100 free tasks monthly. Existing users can simply sign in. Once logged in, navigate to the Pabbly Connect dashboard to create your automation workflow.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on ‘Create Workflow’ to begin setting up your integration. Name your workflow ‘Notify Team on Slack for New LinkedIn Lead Gen Ads Leads’ and select a folder to save it. This is where you will automate the notification process.

• Click on ‘Create’ to establish your new workflow.
• Select ‘LinkedIn Lead Gen Ads’ as the trigger application.
• Choose ‘New Lead Gen Form Response’ as the trigger event.

After setting up the trigger, click on ‘Connect’. If you have an existing connection, choose it; otherwise, create a new connection with LinkedIn Lead Gen Ads. This process is crucial as it allows Pabbly Connect to receive new lead information from LinkedIn.

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3. Setting Up the Trigger for LinkedIn Lead Gen Ads

Once you have connected LinkedIn Lead Gen Ads, you will need to enter specific details like your LinkedIn account and the lead form you want to use. Select your LinkedIn Ads account from the dropdown menu, and then choose the appropriate lead form for monitoring new submissions.

Keep in mind that LinkedIn Lead Gen Ads operates on a polling basis, meaning it checks for new leads every 10 minutes. After setting up the trigger, submit a test lead through your LinkedIn lead form to ensure everything works correctly. Once submitted, return to Pabbly Connect and click on ‘Save and Send Test Request’ to confirm that the connection is successful.

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4. Setting Up Slack as the Action Application

After confirming your trigger is working, it’s time to set up Slack as the action application. In Pabbly Connect, select Slack and choose ‘Send Channel Message’ as the action event. Click on ‘Connect’ to link your Slack account with Pabbly Connect.

When prompted, select the token type as either user or bot. After logging into your Slack account, grant the necessary permissions to allow Pabbly Connect to send messages to your selected Slack channel. Once connected, choose the channel where you want to notify your team about new leads.

• Draft a message format that includes lead details such as first name, last name, email, and phone number.
• Use mapping to dynamically insert lead details into your message.
• Click ‘Save and Send Test Request’ to test the message delivery.

Check your Slack channel to verify that the message appears as intended. This step confirms that Pabbly Connect is successfully integrating LinkedIn Lead Gen Ads with Slack.

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5. Testing the Integration for Success

To ensure the entire process works seamlessly, submit another lead through your LinkedIn form. Remember, the response will take about 10 minutes to appear in Slack due to the polling nature of LinkedIn Lead Gen Ads.

Once the lead is submitted, wait for the notification in your Slack channel. If configured correctly, you should receive a message containing the new lead’s details. This confirms that Pabbly Connect has successfully automated the notification process.

To summarize, you have set up an integration between LinkedIn Lead Gen Ads and Slack using Pabbly Connect. This automation allows your team to receive timely notifications about new leads, enhancing your workflow efficiency.

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Conclusion

In this tutorial, you learned how to notify your team on Slack for new LinkedIn Lead Gen Ads leads using Pabbly Connect. By following the steps, you can automate lead notifications effectively and improve your team’s responsiveness.

Learn how to automate WhatsApp messages for Semiconductor leads using Pabbly Connect. This tutorial covers step-by-step integration with IndiaMART and WhatsApp by AI Sensei. 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

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1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages for Semiconductor leads, the first step is accessing Pabbly Connect. You can visit the Pabbly Connect website and log into your existing account or sign up for a free account if you’re a new user. This platform allows you to create automated workflows efficiently.

Once logged in, you will see a dashboard with all the available applications. Click on the Pabbly Connect option to begin creating your automation workflow. This is where you will set up the integration between IndiaMART and WhatsApp by AI Sensei.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the button in the top right corner labeled Create Workflow. A dialog box will appear asking for the workflow name and folder selection.

• Name your workflow: Send WhatsApp Message to IndiaMART Leads
• Select a folder to save the workflow, e.g., IndiaMART Automations

Once you’ve filled in the necessary details, click on the Create button. This will establish your workflow, which consists of a trigger and an action. The trigger will initiate the workflow when a new lead is generated in IndiaMART.

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3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in your Pabbly Connect workflow. For the trigger application, select IndiaMART and the trigger event as New Leads. This allows Pabbly Connect to monitor for new leads generated in your IndiaMART account.

To establish this connection, Pabbly Connect will provide you with a webhook URL. Copy this URL and navigate to your IndiaMART account. Go to the lead manager, select Import and Export Leads, and then Push API. Here, paste the copied webhook URL and save the changes.

After saving, you can test the connection by generating a test lead in your IndiaMART account. Once the lead is generated, return to your Pabbly Connect workflow to confirm that the response has been captured successfully.

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4. Setting Up the Action in Pabbly Connect

Once the trigger is set up, the next step is to configure the action in your Pabbly Connect workflow. For the action application, select WhatsApp by AI Sensei and choose the action event as Send Template Message. This will enable you to send a WhatsApp message to the lead that was just generated.

To create a WhatsApp message, you will need to enter the API key from your WhatsApp by AI Sensei account. Navigate to the manage section in your AI Sensei account to find your API key and paste it into Pabbly Connect. After connecting, create a campaign for your message template.

• Campaign Name: Semic Connect Solutions
• Template Name: IndiaMART Leads Message

After setting up the campaign, map the lead’s mobile number and name from the previous step to ensure that the message is personalized for each lead. Finally, click on Save and Send Test Request to send a test message.

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5. Testing and Verifying the Integration

After completing the setup in Pabbly Connect, it’s crucial to test the integration. Generate a lead through your IndiaMART account, and check if the WhatsApp message is successfully sent to the lead. This verifies that your automation is functioning correctly.

Once you generate the test lead, return to your Pabbly Connect dashboard to see if the lead’s details have been captured. If you see the correct information, it indicates that the connection between IndiaMART and WhatsApp via Pabbly Connect is successfully established.

After confirming that the WhatsApp message has been received, you can confidently say that your automated system is working. This automation saves time and ensures timely communication with potential customers, enhancing your business efficiency.

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Conclusion

In this tutorial, we explored how to automate WhatsApp messages for Semiconductor leads using Pabbly Connect. By integrating IndiaMART and WhatsApp by AI Sensei, you can streamline communication and improve lead response times effectively.

Learn how to automate user enrollment from Elementor to Graphy using Pabbly Connect in this detailed tutorial. Discover the step-by-step process now! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To begin using Pabbly Connect for automating user enrollment from Elementor to Graphy, first, you need to sign up for a free account. This can be done by clicking on the signup link provided in the description. Once you have your account, log in to access your dashboard.

After logging in, create a new workflow by clicking on ‘Create Workflow.’ Name your workflow something relevant, like ‘Elementor to Graphy.’ Choose the appropriate folder for this automation and click on ‘Create’ to proceed to the next step.

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2. Trigger Step: Connecting Elementor Form to Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select Elementor as the app and choose the trigger event as ‘New Form Submission.’ This action will allow you to capture responses from your Elementor form directly into Pabbly Connect.

Once you select the trigger event, Pabbly Connect will generate a webhook URL. Follow these steps to connect your Elementor form to this webhook:

• Open your Elementor form in edit mode.
• Click on the ‘Edit Form’ button in the top right corner.
• Under ‘Actions After Submit,’ click the plus button and select ‘Webhook.’
• Paste the webhook URL generated by Pabbly Connect into the webhook field.
• Click ‘Publish’ to save your changes.

After publishing, Pabbly Connect will be waiting for a response from the Elementor form. You can test this by submitting a new form entry. Upon submission, you should see the data reflected in your Pabbly Connect workflow.

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3. Adding Learner to Graphy Using Pabbly Connect

Now that you have successfully captured the form submission in Pabbly Connect, the next step is to add the user as a learner in Graphy. To do this, scroll down to the action step in your workflow and select Graphy as the app.

Choose the action event ‘Create Learners’ and click on ‘Connect.’ You will need to enter your Graphy API key and Merchant ID to establish the connection. Here’s how to find these details:

• Log in to your Graphy account and navigate to the Integrations section.
• Copy the Pabbly Connect API key and paste it into the appropriate field in Pabbly Connect.
• Get the Merchant ID from the APIs section in Graphy and paste it into Pabbly Connect.

After entering these details, click ‘Save’. You will then map the form response fields (like email, name, and mobile number) from Elementor to the corresponding fields in Graphy. Once all fields are mapped, click ‘Save and Send Test Request’ to verify the connection.

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4. Enrolling Learner into Course via Pabbly Connect

With the learner now added to Graphy, the final step is to enroll them in a specific course. In the Pabbly Connect action step, select Graphy again and choose the action event ‘Enroll Learner to Course.’ Click on ‘Connect’ and select your existing connection.

Now, you need to provide the learner’s email and the course URL. For the course URL, navigate to your Graphy account, open the course you wish to enroll the learner in, and copy the URL. Paste this URL in the required field in Pabbly Connect. After mapping the email and the course URL, click ‘Save and Send Test Request’ to complete the enrollment process.

Once you receive a success message, the learner will be officially enrolled in the course. You can check this by going to the learner section in your Graphy account to confirm the addition of the new learner.

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5. Testing the Automation Workflow

To ensure that everything is working correctly, it’s essential to test the entire automation you’ve set up with Pabbly Connect. Go back to your Elementor form and submit a new entry with different user details. Once submitted, check your Pabbly Connect workflow to see if the new details are captured correctly.

After the form submission, you should see the new learner added to Graphy, confirming that the automation is functioning as expected. This testing will validate the integration and ensure that all steps are correctly linked. If successful, you can confidently use this automation for future enrollments.

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Conclusion

In this tutorial, we explored how to automate user enrollment from Elementor to Graphy using Pabbly Connect. By following the steps outlined, you can streamline your enrollment process and enhance your online educational offerings.

Learn how to seamlessly integrate Instagram Lead Ads with CleverTap using Pabbly Connect to automate lead management and user engagement. 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 Automation

To start integrating Instagram Lead Ads with CleverTap, you’ll first need to set up Pabbly Connect. This powerful integration platform allows you to automate the process of adding new leads from Instagram directly into CleverTap.

Begin by signing up for a free Pabbly Connect account. Once you have access, create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow, for example, ‘Instagram Lead Ads to CleverTap,’ and select the appropriate folder in your Pabbly Connect account.

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2. Setting Up the Trigger with Instagram Lead Ads

In this section, you will configure the trigger in Pabbly Connect to capture new leads from Instagram Lead Ads. Select Instagram as your application and choose the ‘New Lead’ trigger event from the dropdown menu.

• Choose ‘Connect’ and then ‘Add New Connection’ to link your Instagram account.
• Once connected, select the Facebook page associated with your Instagram account.
• Choose the specific lead generation form or select ‘All Lead Gen Forms’ to capture leads from multiple forms.

After setting up the trigger, click on ‘Save and Send Test Request’. Pabbly Connect will wait for a response from the Instagram Lead Ads, confirming that the trigger is working correctly.

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3. Capturing Leads from Instagram

To capture leads effectively, you can use Meta’s Lead Ads Testing Tool or wait for live leads from your ad campaign. If you opt for the testing tool, select your Facebook page and lead form, and generate a test lead by filling out the form. using Pabbly Connect

Once the test lead is submitted, you should see the lead details appear in your Pabbly Connect workflow. This confirms that the connection is active and functioning as expected. The next step is to use these details to create a user profile in CleverTap.

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4. Setting Up the Action with CleverTap

Now that you have the lead details from Instagram, it’s time to set up the action in Pabbly Connect to add the lead to CleverTap. Search for CleverTap in the action step and choose the ‘Create or Update User Profile’ action event.

• Connect your CleverTap account by entering the Project ID, Passcode, and Region.
• Map the Object ID using the unique lead ID or email address from the Instagram lead.
• Fill in the user profile details such as name, email, mobile number, and gender using the mapping feature.

After entering all necessary details, click on ‘Save and Send Test Request’. If successful, the lead will now appear as a user in your CleverTap account.

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5. Testing the Automation Workflow

To ensure everything is working smoothly, perform a test of the automation workflow you created with Pabbly Connect. Generate another test lead using the Meta Lead Ads Testing Tool, ensuring to delete any previous test leads to avoid duplicates.

After submitting the new test lead, check your CleverTap account to confirm the new user profile has been created. You should see all the details accurately reflected, indicating that the integration is functioning as intended.

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Conclusion

In this tutorial, we explored how to integrate Instagram Lead Ads with CleverTap using Pabbly Connect. By following these steps, you can automate lead management and enhance user engagement effectively.

Learn how to automate user enrollment in Zenler from JotForm submissions using Pabbly Connect in this detailed 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 Integration

To begin using Pabbly Connect, navigate to the Pabbly Connect website. Here, you can either sign in if you already have an account or click on the ‘Sign Up for Free’ button to create a new account.

Once signed in, you will land on the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ option to get started with the integration. This will allow you to connect your JotForm to Zenler seamlessly.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, it’s time to create a new workflow. You will be prompted to name your workflow, which is essential for future reference. Name it something like ‘Enroll Zenler User on JotForm Submission’.

• Choose a folder for organizing your workflow.
• Click on the ‘Create’ button to proceed.

Once you have created the workflow, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is the response to that trigger. In this case, the trigger will be a new submission from JotForm.

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3. Setting Up the Trigger with JotForm

To set up the trigger, select JotForm as the application that will initiate the workflow in Pabbly Connect. The trigger event you need to choose is ‘New Response’. This ensures that the workflow activates whenever a new form submission occurs.

After selecting JotForm and the trigger event, you will receive a webhook URL. This URL is crucial as it connects JotForm to Pabbly Connect. Copy this URL and head to your JotForm account to integrate it.

• Go to the settings of your specific JotForm.
• Find the Integrations section and search for Webhooks.
• Paste the webhook URL and complete the integration.

Once the webhook is set up, you can test the integration by submitting a form. This will allow Pabbly Connect to capture the response from JotForm, confirming the connection is successful.

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4. Setting Up the Action to Enroll Users in Zenler

After confirming that the trigger works, the next step is to set up the action. In Pabbly Connect, select Zenler as the action application. The action event you need to choose is ‘Add New User’. This step is critical as it automates the user enrollment process.

To create this connection, you will need to enter your Zenler account details, including the API key and the school name. You can find this information in your Zenler account settings. This connection will allow Pabbly Connect to add users automatically based on the JotForm submissions.

Enter your Zenler school name from the URL. Copy the API key from your Zenler account. Map the fields from JotForm to Zenler for user details.

After mapping the fields, click on ‘Save and Send Test Request’. This will send a test user to Zenler, confirming that the integration is functioning correctly.

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5. Verifying the Integration Between JotForm and Zenler

Once you have completed the setup in Pabbly Connect, it’s essential to verify that the integration works as intended. Go back to your Zenler account and check the student section to see if the new user has been added successfully.

If everything is set up correctly, you will see the new user listed with the details submitted in the JotForm. This confirms that every time a form is submitted, the user will be automatically enrolled in Zenler without any manual intervention.

In conclusion, using Pabbly Connect to automate the enrollment process between JotForm and Zenler streamlines your workflow and saves time. This integration allows you to focus on more critical aspects of your business while ensuring that new students are enrolled seamlessly.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate user enrollment from JotForm submissions to Zenler. By following these steps, you can enhance your workflow and improve efficiency.

Learn how to integrate Cognito Forms with Pabbly Email Marketing to automatically create subscribers from form submissions. Step-by-step guide included. This comprehensive guide shows you exactly how to create, launch, and optimize email campaigns that drive engagement and conversions.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Email Marketing for Cognito Forms Integration

To start integrating Cognito Forms with Pabbly Email Marketing, first access your Pabbly Email Marketing account. This platform allows you to efficiently manage subscribers and automate email marketing tasks.

Once logged in, navigate to the dashboard where you can create workflows. This is essential for setting up an automation that connects your Cognito Forms submissions to your email list in Pabbly Email Marketing.

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Creating a Workflow in Pabbly Email Marketing

In this section, we will create a workflow in Pabbly Email Marketing that will help automate the subscriber creation process. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard.

Provide a name for your workflow, such as ‘Create Subscriber in Pabbly Email Marketing on Cognito Forms Submission’. Select a folder to save the workflow, which helps in organizing your automations. You can create multiple folders for better management.

• Click on the ‘Create’ button to initiate the workflow.
• Set up a trigger for this workflow.
• Select ‘Cognito Forms’ as your trigger application.

This setup will allow you to capture new entries from Cognito Forms and use them to create subscribers in your Pabbly Email Marketing account.

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Setting Up the Cognito Forms Trigger

To proceed, select ‘New Entry’ as the trigger event in your Pabbly Email Marketing workflow. This means that whenever a new form submission is received, the automation will be triggered.

After selecting the trigger event, a webhook URL will be generated. Copy this URL as it will be used to connect Cognito Forms with Pabbly Email Marketing. In your Cognito Forms account, navigate to the form you wish to connect and paste this URL in the ‘Post JSON data to a website’ section.

• Go to your form settings in Cognito Forms.
• Paste the copied webhook URL into the designated field.
• Save and publish the form to activate the webhook.

This connection allows Pabbly Email Marketing to receive data from Cognito Forms automatically whenever a new submission occurs.

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Connecting Pabbly Email Marketing as Action Step

Next, we will set up Pabbly Email Marketing as the action step in your workflow. Select ‘Pabbly Email Marketing’ as the action application and choose ‘Add Subscriber’ as your action event. This crucial step will ensure that the data received from Cognito Forms is used to create a new subscriber.

To connect your Pabbly Email Marketing account, you will need to enter your API token. This token can be found in the integration section of your Pabbly Email Marketing account. Copy the token and paste it into the required field in your workflow.

Select the list where the new subscriber will be added. Map the email and name fields from the Cognito Forms submission to the corresponding fields in Pabbly Email Marketing. Save your workflow and send a test request to verify the integration.

Once the setup is complete, you will see a confirmation message indicating that the subscriber was added successfully.

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Testing the Integration

After setting up your workflow in Pabbly Email Marketing, it’s essential to test the integration. Go back to your Cognito Forms and fill out the form with test data. Submit the form to trigger the automation.

Once submitted, return to Pabbly Email Marketing and refresh the subscriber list. You should see the new subscriber added with the details you entered in the form. This confirms that your integration is working correctly.

By automating this process, you can ensure that every potential client who fills out your form is added as a subscriber in your email marketing tool, allowing for timely follow-ups and engagement.

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Conclusion

In this tutorial, we demonstrated how to create a subscriber in Pabbly Email Marketing using Cognito Forms submissions. By following these steps, you can automate the process of adding new subscribers, ensuring no potential client is missed.

This integration helps streamline your workflow and enhances your email marketing efforts. Start using Pabbly Email Marketing today to maximize your subscriber engagement and conversion rates.

Learn how to integrate Ty Form with Graphy using Pabbly Connect. This detailed tutorial covers all steps for seamless automation. 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. Accessing Pabbly Connect for Integration

To start integrating Ty Form with Graphy, first access Pabbly Connect. This platform allows you to automate processes seamlessly. Simply go to the Pabbly Connect website and log in or sign up for a new account.

Once logged in, you will be directed to the dashboard. Here, you can create a new workflow that will connect your Ty Form submissions to your Graphy account. Follow these steps:

• Visit the Pabbly Connect homepage.
• Log in to your account or sign up for free.
• Click on the ‘Create Workflow’ button.

Now that you are set up, you can begin creating your automation workflow by selecting the appropriate applications.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that connects Ty Form to Graphy using Pabbly Connect. Start by naming your workflow, for example, ‘Enroll Graphy User on Ty Form Submission’. This name helps you identify the workflow later.

Next, you will need to set up the trigger application. For this integration, select Ty Form as the trigger app. The trigger event will be ‘New Entry’, which captures submissions made through your form. Here’s how to proceed:

• Select Ty Form as your trigger application.
• Choose ‘New Entry’ as the trigger event.
• Connect your Ty Form account to Pabbly Connect.

After connecting, you will need to select the specific form you are using to capture responses. This ensures that the correct data is being processed for your automation.

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3. Configuring Ty Form Integration in Pabbly Connect

Now that you have set up the trigger, it’s time to configure the Ty Form integration. In this step, Pabbly Connect will allow you to map the data from the form submission to the required fields in Graphy. This ensures that the information collected is transferred accurately.

To do this, you will perform a test submission to capture sample data. Follow these steps:

Submit a test entry in your Ty Form. Return to Pabbly Connect and check for the received response. Map the fields such as first name, last name, email, and phone number to the corresponding fields in Graphy.

Once you have successfully mapped the fields, you are ready to move on to the action step, where you will create a learner in your Graphy account.

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4. Creating a Learner in Graphy Using Pabbly Connect

The next step involves creating a learner in your Graphy account. This is facilitated by Pabbly Connect, which allows you to automate the process without manual intervention. Select Graphy as your action application and choose the ‘Create Learner’ event.

To connect your Graphy account, you will need to provide the API key and merchant ID. Here’s how to do it:

Select Graphy as the action application. Choose ‘Create Learner’ as the action event. Enter the API key and merchant ID from your Graphy account.

After entering these details, map the user data from the submitted form to the learner fields in Graphy. This ensures that the new user is created with the correct information.

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5. Enrolling the Learner in a Graphy Course

Finally, you will enroll the newly created learner in a specific course within Graphy using Pabbly Connect. This step is crucial for ensuring that the user has access to the course they signed up for via Ty Form.

To complete this step, select the action event ‘Enroll Learner to a Course’. You will need to provide the course URL and the learner’s email. Follow these steps:

Select the ‘Enroll Learner to a Course’ action event. Map the learner’s email from the previous step. Enter the course URL for the specific course.

After entering all required details, save the action, and you will see a success message confirming that the learner has been enrolled in the course.

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Conclusion

This tutorial has detailed how to integrate Ty Form with Graphy using Pabbly Connect. By following these steps, you can automate the enrollment process for new learners efficiently. This integration saves time and enhances the user experience for your courses.

Learn how to integrate Webflow with Google Chat using Pabbly Connect. This tutorial provides a step-by-step guide to automate notifications for form submissions. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Webflow with Google Chat, you first need to access Pabbly Connect. Simply navigate to the Pabbly website and log in to your account. If you are a new user, you can sign up for free, which gives you access to various automation tools.

Once logged in, you will see a dashboard displaying all the Pabbly applications. Click on the option to access Pabbly Connect. This platform will enable you to create workflows that automate the notification process for new form submissions in Webflow.

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2. Creating a Workflow in Pabbly Connect

To create a workflow, click on the ‘Create Workflow’ button on the dashboard. You will be prompted to name your workflow and choose a folder to save it in. For this integration, name your workflow ‘Notify Team on Google Chat for Webflow Form Submission’ and select an appropriate folder.

• Click on ‘Create’ to open the workflow window.
• In the workflow window, you will set the trigger and action for your automation.
• Select ‘Webflow’ as your trigger application and ‘Form Submitted’ as the trigger event.

By following these steps, you will set up the initial part of your workflow in Pabbly Connect. This setup ensures that every time a form is submitted in Webflow, the workflow is triggered.

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3. Connecting Webflow to Pabbly Connect

After selecting Webflow as your trigger application, you need to connect your Webflow account to Pabbly Connect. Click on the ‘Connect’ button, and if you haven’t connected your Webflow account before, choose ‘Add New Connection’.

To obtain the API token for Webflow, navigate to your Webflow dashboard, go to your site settings, and under the ‘API Access’ section, click on ‘Generate API Token’. Name your token (e.g., ‘Google Chat Integration’) and ensure you grant the necessary permissions.

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4. Setting Up Google Chat Integration

Once your Webflow account is connected, the next step is to set up Google Chat as the action application. Select Google Chat and choose ‘Create Message’ as the action event. Click ‘Connect’ and input the webhook URL you obtained from Google Chat.

• Open Google Chat, go to the desired space, and access the settings.
• Create a new webhook and copy the URL provided.
• Paste this URL back into Pabbly Connect as the webhook URL.

This setup allows Pabbly Connect to send messages to Google Chat automatically whenever a new form is submitted in Webflow.

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5. Testing the Integration

After setting up both applications, it’s crucial to test your integration. Submit a test form in Webflow to see if your team receives a notification in Google Chat. This step verifies that your Pabbly Connect workflow is functioning correctly.

Once you submit the form, check Google Chat for the notification message. If everything is set up correctly, you should see a message containing the details entered in the form, confirming that the integration works seamlessly.

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Conclusion

This tutorial demonstrated how to integrate Webflow with Google Chat using Pabbly Connect. By following these steps, you can automate notifications for form submissions, ensuring your team stays updated on new leads. With Pabbly Connect, creating such automations becomes easy and efficient.