Author: Rajpal Tomar

Learn how to automate Facebook Lead Ads management using Pabbly Connect. Follow our step-by-step guide to streamline your leads into your CRM. 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 Automation

To automate Facebook Lead Ads management, the first step is accessing Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or signing up if you are a new user. Once logged in, you will be directed to your dashboard where you can create workflows.

Click on the ‘Create Workflow’ button. You will need to name your workflow, for instance, ‘Automate Facebook Lead Ads Leads Management using Pabbly Connect’. Choose the appropriate folder to save your workflow, ensuring easy access in the future.

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2. Setting Up the Workflow in Pabbly Connect

After creating your workflow, the next step involves selecting the trigger application. In this case, you will choose Facebook Lead Ads as your trigger application. This selection ensures that your workflow activates whenever a new lead is captured through Facebook. using Pabbly Connect

• Select Facebook Lead Ads as the trigger application.
• Choose the trigger event as ‘New Lead Instant’.
• Connect your Facebook account by following the prompts.

After connecting your Facebook Lead Ads account, select the specific page and lead generation form you want to use. This setup ensures that every new lead from your selected form triggers the workflow, allowing seamless integration with your CRM.

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3. Testing the Integration with Pabbly Connect

Once the trigger is set, it’s crucial to test the integration to ensure everything works smoothly. You can do this by submitting a test lead through the Facebook Lead Ads form. This step is important to verify that the lead details are captured correctly by Pabbly Connect.

To test, navigate to the Meta for Developers page and use the Lead Ads Testing Tool. Follow these steps:

• Select your Facebook page and lead form.
• Fill in the required details for the test lead.
• Submit the form and check for a successful response.

After submitting the test lead, return to Pabbly Connect to confirm that the lead details were captured. This verification ensures your workflow is functioning as intended, ready to automatically add leads to your CRM.

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4. Adding Leads to Your CRM with Pabbly Connect

With the trigger verified, the next step is to set up the action application, which in this case is Agile CRM. This action will automatically create a new contact in your CRM whenever a new lead is captured through Facebook Lead Ads.

To do this, select Agile CRM as your action application and choose the action event as ‘Create Contact’. You will need to connect your Agile CRM account by entering your login email, API key, and domain. This connection allows Pabbly Connect to send lead details directly to your CRM.

Once connected, map the required fields from the Facebook lead response to the corresponding fields in Agile CRM. This mapping ensures that every new lead’s details, such as first name, last name, email, and phone number, are accurately transferred to your CRM without manual effort.

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5. Conclusion: Streamlining Your Lead Management with Pabbly Connect

In conclusion, using Pabbly Connect to automate Facebook Lead Ads management streamlines the process of capturing leads and adding them to your CRM. By following the steps outlined, you can ensure your sales team receives leads promptly for efficient follow-up.

This automation not only saves time but also reduces the risk of errors associated with manual data entry. With Pabbly Connect, you can enhance your lead management process and focus more on converting leads into paying clients.

Learn how to integrate Google Ads with Airtable using Pabbly Connect for seamless lead management. Follow this detailed tutorial for step-by-step guidance. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

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1. Accessing Pabbly Connect for Google Ads and Airtable Integration

To create an Airtable record for Google Ads leads, you first need to access Pabbly Connect. Start by opening your web browser and searching for Pabbly Connect. Once on the landing page, you will see options to sign in or sign up for free.

If you are new to Pabbly Connect, click on the ‘Sign up for free’ button. This process takes only a couple of minutes and grants you 100 free tasks monthly. For existing users, simply sign in to your account to proceed.

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2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to your dashboard. Here, you will create a new workflow by clicking on the ‘Create Workflow’ button. A pop-up will appear, prompting you to name your workflow; name it ‘Create Airtable Record for Google Ads Lead’.

• Click on the folder option to save your workflow.
• Select the appropriate folder, then click ‘Create’.

In this workflow window, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger indicates when the automation will start, while the action specifies what happens next. You will set up the trigger to listen for new leads from Google Ads.

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3. Setting Up the Trigger for Google Ads

In Pabbly Connect, set up the trigger by searching for ‘Google Ads’ and selecting it. Next, specify the trigger event as ‘New Lead Form Entry’. This means that every time a new lead is generated, this trigger will activate.

To connect Google Ads with Pabbly Connect, you will need a webhook URL. Copy this URL as it will serve as a bridge between Google Ads and Pabbly Connect. Now, head over to your Google Ads account.

• Navigate to your lead form settings.
• In the lead delivery options, paste the webhook URL you copied from Pabbly Connect.

Configure a key for your webhook, which will act as an identifier. Once you have completed these steps, you can generate a test lead to verify the setup.

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4. Creating a Record in Airtable with Pabbly Connect

With the trigger set, it’s time to configure the action in Pabbly Connect. Search for and select ‘Airtable’ as your action application. The action event you need to choose is ‘Create Record’. This action will allow you to automatically create a new record in Airtable every time a new lead is captured.

Next, you will need to connect your Airtable account with Pabbly Connect. Click on ‘Add New Connection’ and grant access to your Airtable account. Select the base you want to use, which in this case is the ‘Google Ads Leads’ base.

Map the fields from Google Ads to Airtable, such as first name, last name, mobile number, and email. Ensure that each field corresponds correctly to avoid data mismatches.

Once all fields are mapped, save your settings and test the action to confirm that a new record is created in Airtable.

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5. Conclusion: Automating Google Ads Leads with Airtable

In this tutorial, we successfully set up an automation using Pabbly Connect to create Airtable records for Google Ads leads. By following the steps outlined, you can streamline your lead management process, ensuring that every new lead from Google Ads is recorded automatically in Airtable.

With this integration, you can enhance your tracking, collaboration, and overall lead conversion strategy. Explore more automation capabilities with Pabbly Connect to optimize your business operations.

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Learn how to automate the creation of Notion items from Jotform submissions using Pabbly Connect in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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1. Accessing Pabbly Connect for Integration

To start integrating Jotform with Notion, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect. Once on the landing page, you can either log in if you have an account or sign up for free if you are a new user.

After signing in, you will be directed to the dashboard. Here, you can create a new workflow for your automation. Click on the ‘Create Workflow’ button to begin setting up your integration between Jotform and Notion through Pabbly Connect.

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2. Setting Up the Jotform Trigger in Pabbly Connect

The next step involves setting up Jotform as the trigger application in your Pabbly Connect workflow. After creating your workflow, you will see options for trigger and action. Select Jotform from the available options and choose the event ‘New Response’ as your trigger event.

• Search for Jotform in the trigger application list.
• Select ‘New Response’ as the trigger event.
• Copy the Webhook URL provided by Pabbly Connect.

After copying the Webhook URL, go to your Jotform settings, navigate to the Integrations tab, and search for Webhooks. Paste the copied URL to connect Jotform with Pabbly Connect. This step ensures that every new form submission is sent to your Pabbly Connect account for further processing.

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3. Creating Notion Action in Pabbly Connect

Once the trigger is set up, the next step is to configure Notion as the action application in Pabbly Connect. In your workflow, search for Notion in the action application list and select it. Choose ‘Create Database Item’ as the action event.

To connect Notion with Pabbly Connect, click on the ‘Connect’ button. You will need to authorize Pabbly Connect to access your Notion account. Once connected, select the specific Notion database where you want to add the new items.

• Select the Notion database for form submissions.
• Map the fields from Jotform to the corresponding fields in Notion.
• Ensure all required details are mapped correctly.

Mapping is crucial as it allows Pabbly Connect to dynamically transfer data from Jotform submissions to your Notion database. This automation saves time and ensures accuracy in data entry.

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4. Testing the Integration

After setting up the trigger and action, it’s time to test the integration to ensure it works as expected. Go back to Jotform and create a new form submission. Fill in the required details and submit the form. This action should trigger the workflow in Pabbly Connect.

Once the form is submitted, return to your Pabbly Connect account. You should see a successful response indicating that the data from Jotform has been received. Check your Notion database to verify that a new item has been created with the details from your form submission.

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5. Conclusion: Automate with Pabbly Connect

In this tutorial, we demonstrated how to automate the process of creating Notion items from Jotform submissions using Pabbly Connect. By setting up a trigger with Jotform and an action with Notion, you can streamline your workflow and eliminate manual data entry.

With Pabbly Connect, you can easily integrate multiple applications to enhance your productivity. This automation ensures that your Notion database is always up to date with the latest form submissions from Jotform.

Learn how to automate the enrollment of Tag Mango users through paper form submissions using Pabbly Connect in this detailed step-by-step tutorial. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

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1. Setting Up Pabbly Connect for Automation

To start automating the enrollment of users in Tag Mango, you need to set up Pabbly Connect. This platform allows you to create workflows that connect different applications without coding. Begin by signing into your Pabbly account and accessing the Pabbly Connect dashboard.

Once you are logged in, select the option to create a new workflow. You will need to name your workflow appropriately, such as ‘Enroll Tag Mango User on Paper Form Submission.’ This will help you keep track of your automation processes.

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2. Creating the Trigger for Paper Form Submission

The next step involves creating a trigger in Pabbly Connect that will start the workflow when a new paper form submission is received. Select the application ‘Paper Form’ as the trigger app.

• Choose ‘New Submission’ as the trigger event.
• Connect your Paper Form account by providing the necessary credentials.
• Copy the webhook URL provided by Pabbly Connect.

After setting up the trigger, go to your Paper Form account. Locate the form you want to connect and navigate to the integrations section. Here, you will add the webhook URL from Pabbly Connect to enable the connection.

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3. Configuring User Enrollment in Tag Mango

After successfully setting up the trigger, the next step is to configure the action in Pabbly Connect to enroll users in Tag Mango. Select ‘Tag Mango’ as the action application.

Choose the action event as ‘Enroll User.’ You will need to connect your Tag Mango account by providing the API key. This key can be found in your Tag Mango account settings under the API section.

• Map the fields from the Paper Form submission to the corresponding fields in Tag Mango.
• Ensure to include essential details such as first name, last name, email address, and phone number.

Once you have mapped all the necessary fields, save your settings. This ensures that every time a paper form is submitted, the user will be automatically enrolled in Tag Mango.

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4. Testing the Integration

With the integration set up, it is crucial to test it to ensure everything works as expected. Go back to the Paper Form and fill out a test submission with dummy data. This will help you verify if the automation triggers correctly.

After submitting the form, return to Pabbly Connect and check the workflow to see if it captured the response. If successful, you should see the details of the test submission reflected in the workflow.

If the test works, you can proceed to check your Tag Mango account to confirm that the user has been enrolled successfully. This step is essential to ensure that your automation is functioning properly.

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5. Final Steps and Conclusion

After testing and confirming that the integration works, you are now ready to use this automation effectively. Every new submission to your Paper Form will automatically enroll users in your Tag Mango account without any manual intervention.

Utilizing Pabbly Connect for this automation not only saves time but also ensures that your client data is handled efficiently. You can now focus on other important aspects of your business while your automation takes care of user enrollments seamlessly.

In conclusion, by following these steps, you can effortlessly enroll Tag Mango users on paper form submission using Pabbly Connect. This integration enhances your workflow and improves your business efficiency.

Conclusion

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

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Learn how to automate WhatsApp messages on Webflow form submissions using Pabbly Connect and AiSensy. Step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

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1. Setting Up Pabbly Connect for Webflow and WhatsApp Integration

To send WhatsApp messages on Webflow form submission, we will use Pabbly Connect. Begin by accessing Pabbly Connect through your browser. If you do not have an account, you can sign up for free, which grants you 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Send WhatsApp Message on Webflow Form Submission’.

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2. Creating the Workflow in Pabbly Connect

After naming your workflow, you will encounter two sections: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result. For this integration, select Webflow as the Trigger application and choose ‘Form Submitted’ as the Trigger event. using Pabbly Connect

• Select Webflow as your Trigger application.
• Choose ‘Form Submitted’ as the Trigger event.
• Click on ‘Connect’ to link your Webflow account.

Once connected, you will need to enter your Webflow API token. This token can be generated from your Webflow account settings under the API Access section. After entering the token, click on ‘Save and Send Test Request’ to ensure the connection is successful.

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3. Testing the Trigger with a Form Submission

To test your setup, go to your Webflow form and submit a test entry. Fill in the required fields such as first name, last name, phone number, email, and city, then click ‘Submit’. This action will trigger Pabbly Connect to capture the form submission. using Pabbly Connect

Return to your Pabbly Connect workflow. After submitting the form, you should see the captured data in the workflow. This indicates that your trigger is functioning properly, and Pabbly Connect has successfully received the form submission details.

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4. Setting Up AiSensy to Send WhatsApp Messages

Now that the trigger is working, it’s time to set up the action. For the Action application, select AiSensy and choose ‘Send Template Message’ as the Action event. Click on ‘Connect’ to link your AiSensy account. using Pabbly Connect

• Select AiSensy as your Action application.
• Choose ‘Send Template Message’ as the Action event.
• Enter your AiSensy API key for connection.

Once connected, you will need to provide details such as the campaign name and the template parameters. Use the same template you created in AiSensy for sending WhatsApp messages. Make sure to map the mobile number and username from the Webflow submission data.

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5. Finalizing the Integration and Sending Messages

After setting up the action, double-check all the details you entered. Ensure that the mobile number and username fields are correctly mapped to the data received from Webflow. Once everything is set, click on ‘Save and Send Test Request’ to send a test WhatsApp message.

If everything is configured correctly, you should receive a WhatsApp message confirming the submission. This message will include the lead’s name and a thank you note. This confirms that your integration between Webflow and WhatsApp via Pabbly Connect is successful.

Conclusion

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

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In conclusion, using Pabbly Connect to automate WhatsApp messages upon Webflow form submissions is a straightforward process. By following the steps outlined above, you can enhance your communication with leads and streamline your workflow effectively.

Learn how to automate lead creation from Cognito Forms to Lead Squ using Pabbly Connect. Follow this detailed tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating lead creation, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect, where you will find options to sign in or sign up for free.

If you are a new user, click on ‘Sign up for free’ to get started. Existing users can simply sign in to access their dashboard. After signing in, navigate to the ‘Create Workflow’ button to begin setting up your automation.

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2. Creating a Workflow in Pabbly Connect

Once you are in your Pabbly Connect dashboard, click on ‘Create Workflow’. You will be prompted to name your workflow and choose a folder for it. For this tutorial, name your workflow something descriptive like ‘Cognito Forms to Lead Squ Automation’. using Pabbly Connect

• Click on ‘Create’ to proceed to the workflow window.
• This window will allow you to set up a trigger and action for your integration.

In this step, you will select your trigger application as Cognito Forms. This is the application that will initiate the workflow whenever a new form submission occurs.

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3. Setting Up the Trigger for Cognito Forms

Select Cognito Forms as your trigger application. You will then need to choose the trigger event, which is ‘New Form Submission’. This event will start the workflow every time a new entry is submitted in your form.

Upon selecting the trigger event, Pabbly Connect will generate a webhook URL. Copy this URL as it will be used to connect Cognito Forms with your Pabbly Connect workflow.

• Log into your Cognito Forms account.
• Open the specific form where you want to capture submissions.
• Enable the option to ‘Post JSON data to a website’ and paste the copied webhook URL.
• Click ‘Save’ to finalize the setup.

Now, your Cognito Forms account is successfully connected to Pabbly Connect, and it is waiting for a submission to trigger the workflow.

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4. Setting Up the Action in Lead Squ

After successfully setting up the trigger, it’s time to configure the action in Lead Squ. Select Lead Squ as the action application and choose the action event as ‘Create or Update Lead’. This will allow new leads to be created automatically based on the submissions from Cognito Forms. using Pabbly Connect

You will need to connect your Lead Squ account to Pabbly Connect. Click on ‘Add New Connection’ and enter your Access Key, Secret Key, and API Host as prompted. You can find these details in your Lead Squ account settings under API and Webhooks.

Copy the Access Key and paste it into Pabbly Connect. Copy the Secret Key and paste it as well. Finally, copy the API Host and paste it into the required field.

Click ‘Save’ to establish the connection. Once connected, you can map the lead details from the trigger response to the action fields, ensuring that every new lead is created with the correct information.

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5. Testing the Integration with Pabbly Connect

To ensure everything is working correctly, perform a test submission in Cognito Forms. Fill out the form with sample data and submit it. This action will trigger the workflow in Pabbly Connect.

After submitting the form, check your Lead Squ account to confirm that a new lead has been created with the submitted details. This will validate that your integration is functioning as intended.

Open your Lead Squ account and navigate to the leads section. Verify that the new lead appears with the correct information from the form submission. Repeat the test with different data to ensure consistency.

Once confirmed, your automation is complete, and you can now automate lead management without manual effort, thanks to Pabbly Connect.

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Conclusion

This tutorial demonstrated how to automate lead creation from Cognito Forms to Lead Squ using Pabbly Connect. By following these steps, you can streamline your lead management process effectively.

Learn how to automate student enrollment from JotForm to ThriveCart Learn using Pabbly Connect. Step-by-step guide for seamless integration without coding. 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 automate the enrollment of students in ThriveCart Learn, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage and either sign in or create a new account if you haven’t done so yet. This platform will facilitate the integration between JotForm and ThriveCart Learn seamlessly.

Upon signing in, you will be directed to the dashboard where you can manage your workflows. To create a new workflow, click on the ‘Create Workflow’ button. This action will allow you to set up the automation process that connects JotForm submissions to ThriveCart Learn enrollments.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Name your workflow something descriptive like ‘Enroll ThriveCart Learn User on JotForm Submission’. This will help you identify the workflow easily later on.

In this stage, you will define the trigger and action for your automation. The trigger will be a new submission from JotForm, while the action will be to create a new student in ThriveCart Learn. Follow these steps to set up the workflow:

• Select JotForm as the trigger application.
• Choose the trigger event as ‘New Response’.
• Copy the webhook URL provided by Pabbly Connect.

Now, proceed to connect this webhook URL to your JotForm to enable data transfer.

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3. Setting Up JotForm with Pabbly Connect

To complete the integration, you must set up JotForm to send data to Pabbly Connect. Go to your JotForm account and select the registration form you created. Click on the ‘Settings’ tab and navigate to the ‘Integrations’ section.

In the integrations area, search for the ‘Webhook’ option and paste the copied webhook URL into the designated field. After doing this, click on ‘Complete Integration’ to finalize the connection. This step ensures that every time a form is submitted, the data will be sent directly to Pabbly Connect for processing.

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4. Testing the Integration between JotForm and ThriveCart Learn

After setting up the webhook, it’s time to test the integration using Pabbly Connect. Submit a test response on your JotForm to see if the data is captured correctly. Once submitted, return to Pabbly Connect to check if the response appears in the dashboard.

If the response is captured successfully, you will see all the details from the JotForm submission. With this confirmation, you can proceed to set the action step in the workflow, which will enroll the student in ThriveCart Learn automatically. Ensure that you map the details correctly from the JotForm response to the ThriveCart Learn fields.

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5. Enrolling the Student in ThriveCart Learn

Now, you will set up the action step in Pabbly Connect to enroll the student in ThriveCart Learn. Select ThriveCart Learn as the action application and choose the action event as ‘Create New Student’. You will need to connect your ThriveCart account by providing the necessary API key.

Once connected, map the fields from the JotForm submission to the appropriate fields in ThriveCart Learn. This includes the student’s name, email address, and the course ID for the Java course. After mapping the fields, click on ‘Save and Send Test Request’ to finalize the setup. If successful, you will see that the student has been added to your ThriveCart Learn account.

Conclusion

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

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In conclusion, using Pabbly Connect to automate the enrollment of students from JotForm to ThriveCart Learn is a straightforward process. By following these steps, you can ensure that every registration is handled efficiently, allowing you to focus more on your teaching and less on administrative tasks.

Learn how to send and receive WhatsApp messages automatically upon Zoho Forms submissions using Pabbly Connect in this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start sending and receiving WhatsApp messages upon Zoho Forms submissions, you need to access Pabbly Connect. First, navigate to the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and start with 100 free tasks each month.

After logging in, you will see all the Pabbly applications on the dashboard. Click on the Pabbly Connect application to begin setting up your automation workflow. This platform is essential for integrating Zoho Forms with WhatsApp through AiSensy.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is the next step. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear where you need to enter a name for your workflow, such as ‘Send and Get WhatsApp Message on Zoho Forms Submission using AiSensy.’ You can also select a folder to save this workflow.

• Enter a descriptive workflow name.
• Select a folder for organization.
• Click on the ‘Create’ button.

Once the workflow is created, you will see two sections: Trigger and Action. The trigger is the event that starts the workflow, while the action is what happens as a result. In this case, the trigger will be a new form submission in Zoho Forms, and the action will be sending a WhatsApp message via AiSensy using Pabbly Connect.

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3. Setting Up the Trigger with Zoho Forms

To set up the trigger in Pabbly Connect, select Zoho Forms as the application. Then, choose the trigger event as ‘New Form Submitted.’ This step allows Pabbly Connect to capture the responses from the Zoho Forms submissions automatically.

After selecting the trigger, Pabbly Connect will provide a webhook URL. Copy this URL to configure it in Zoho Forms. Go to the integration section of your Zoho Forms and paste the webhook URL under the webhook settings. Make sure to select the content type as ‘application/json’ and set the authorization type as ‘General.’ This setup ensures that whenever a new form is submitted, Pabbly Connect will receive the data.

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4. Configuring the Action to Send WhatsApp Messages

After setting up the trigger, it’s time to configure the action in Pabbly Connect. Select WhatsApp by AiSensy as the action application and choose the action event as ‘Send Template Message.’ This configuration allows you to send a thank you message to the leads who submit the form.

• Connect your WhatsApp by AiSensy account using the API key.
• Create a campaign for your message template.
• Map the lead’s details to the message template.

Once the action is configured, test the workflow by submitting a sample form. If everything is set up correctly, you will receive a WhatsApp message thanking the lead for their inquiry. This automation significantly improves response time and enhances customer engagement through Pabbly Connect.

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5. Receiving Notifications on WhatsApp

Besides sending thank you messages, you can also configure Pabbly Connect to receive notifications about new inquiries. For this, add another action step in your workflow and select WhatsApp by AiSensy again. Choose the action event as ‘Send Template Message’ to set up this notification.

Just like before, create a new campaign for the inquiry notification template. Map the necessary variables, such as the lead’s name and contact information, to personalize the notification. Once configured, you will receive real-time updates on your WhatsApp whenever a new inquiry is submitted through Zoho Forms.

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Conclusion

This tutorial demonstrated how to effectively use Pabbly Connect to automate sending and receiving WhatsApp messages based on Zoho Forms submissions. By following these steps, you can enhance your customer communication and streamline your inquiry management process.

Learn how to automate WhatsApp messages using Lead and AI Sensi with this step-by-step tutorial. Perfect for enhancing customer communication! Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes. with Pabbly Connect.

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Integrating Lead and AI Sensi for Automated Messaging

Integrating Lead with AI Sensi allows you to automate WhatsApp messages based on form submissions. This process starts with creating a lead form using Contact Form 7 on your website. Whenever a new submission occurs, the details from that form will trigger an automated WhatsApp message.

To set this up, you will utilize P Connect Now. This tool streamlines the integration process without requiring coding skills. Begin by ensuring that you have Contact Form 7 installed and activated on your WordPress site.

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Setting Up P Connect for Automation

To start using P Connect Now, open your browser and navigate to the P Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button. After signing up, you will receive 100 free tasks every month, which is perfect for testing your automation.

Once logged in, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this tutorial, name it ‘Send WhatsApp Message on Contact Form 7 Submission using AI Sensi’. Choose a folder for your workflow, ideally one labeled ‘Automation’ to keep things organized.

• Navigate to the P Connect dashboard.
• Click on ‘Create Workflow’ and name it.
• Select the appropriate folder for your workflow.

After naming your workflow, you will see two boxes labeled Trigger and Action. The Trigger box is where you will set up Contact Form 7 as your trigger application.

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Configuring Contact Form 7 as Trigger

To configure Contact Form 7, search for it in the Trigger application list within P Connect Now. Select it, and then choose the trigger event as ‘New Form Submission’. This setup ensures that every time a new form is submitted, it will initiate the automation process.

Next, you will need to connect Contact Form 7 to P Connect. This is done using a webhook URL. Copy the webhook URL provided by P Connect and head over to your Contact Form 7 settings in WordPress. In the settings, enable the webhook integration and paste the copied URL into the designated field.

• Open your Contact Form 7 dashboard.
• Enable webhook integration under the settings.
• Paste the webhook URL from P Connect.

After saving these settings, your Contact Form 7 is now connected to P Connect, allowing it to send form submission data automatically.

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Sending WhatsApp Messages with AI Sensi

Now that your trigger is set up, it’s time to configure the action that will send WhatsApp messages using AI Sensi. In the Action section of P Connect, search for AI Sensi and select ‘WhatsApp by AI Sensi’ as your action application.

Choose the action event as ‘Send Template Message’. To connect AI Sensi with P Connect, you will need an API key. Go to your AI Sensi account, navigate to the Manage section, and generate a new API key. Copy this key and return to P Connect to paste it into the connection settings.

Search for AI Sensi in the Action applications. Select ‘Send Template Message’ as the action event. Generate and copy your API key from AI Sensi.

Once the API key is saved, you can create a campaign in AI Sensi for your WhatsApp messages. Make sure to use a template that includes variables for personalization, such as the lead’s name.

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Testing Your Automation Setup

With everything configured, it’s time to test your integration. Go back to your Lead form and fill it out with test data, including a name and WhatsApp number. Submit the form to trigger the automation. using Pabbly Connect

After submission, check P Connect to see if the webhook response has been received. If successful, you should see the details of the new lead reflected in P Connect. Next, verify if the WhatsApp message was sent to the lead’s number.

Fill out the Lead form with test data. Submit the form to trigger the automation. Check both P Connect and WhatsApp for responses.

If everything is working correctly, you will receive a personalized WhatsApp message confirming the lead’s submission. This confirms that your automation setup is functioning as intended.

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Conclusion

Integrating Lead with AI Sensi using P Connect Now allows you to automate WhatsApp messages effectively. By following these steps, you can enhance customer communication and ensure timely responses to leads.

Learn how to integrate Gravity Forms with Graphy using Pabbly Connect to automate user enrollment. Step-by-step guide 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

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1. Accessing Pabbly Connect for Automation

To begin automating the enrollment of users in Graphy via Gravity Forms submissions, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect, which is the platform that facilitates this integration.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up. If you don’t have an account, click on the ‘Sign up for free’ button, which allows you to create an account quickly. After signing in, you will be directed to the Pabbly Connect dashboard, where you can create a new workflow to connect Gravity Forms with Graphy.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential to set up the automation process. Click on the ‘Create Workflow’ button, and a window will pop up. Here, you will need to name your workflow, for example, ‘Enroll Graphy User on Gravity Form Submission’.

• Select a folder to save your workflow.
• Click on ‘Create’ to proceed to the workflow setup.

After creating the workflow, you will see two main boxes: Trigger and Action. The Trigger indicates when the workflow should start, while the Action defines what happens as a result. In this case, the Trigger will be a new response from Gravity Forms, and the Action will be to create a new learner in Graphy.

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3. Setting Up Trigger for Gravity Forms

Now that you have your workflow set up in Pabbly Connect, it’s time to configure the Trigger. Search for ‘Gravity Forms’ in the trigger application section and select it. The trigger event will be a ‘New Response’, which captures new form submissions.

Next, you need to connect Gravity Forms with Pabbly Connect. This is done using a webhook URL, which acts as a bridge between the two applications. Copy the webhook URL provided by Pabbly Connect and navigate to your Gravity Forms account.

• In Gravity Forms, go to the settings of your form.
• Find the Webhooks option and add a new webhook using the URL you copied.

After saving the settings in Gravity Forms, your form will now send data to Pabbly Connect whenever a new submission occurs.

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4. Enrolling Users in Graphy

After setting up the Trigger, the next step in Pabbly Connect is to configure the Action to enroll users in Graphy. Search for ‘Graphy’ in the action application section and select it. The action event will be ‘Create Learner’, which allows you to enroll a new user.

To connect Graphy with Pabbly Connect, you will need to provide an API key and Merchant ID from your Graphy account. Log into Graphy, navigate to the integrations section, and find the API key and Merchant ID. Copy these details and paste them into Pabbly Connect to establish the connection.

Map the user details from the Gravity Forms submission to the fields required for creating a learner. Ensure that the email and name fields are correctly mapped to automate the process.

Once you have filled in the details, click on ‘Save and Send Test Request’ to verify that the integration works. A positive response indicates that the user has been successfully enrolled in Graphy.

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5. Finalizing the User Enrollment in Graphy

With the user successfully created in Graphy, you can now proceed to enroll them in a specific course. In Pabbly Connect, add another action step and select ‘Graphy’ again. This time, choose the action event ‘Enroll Learner to Course’.

Map the email address of the newly created learner and specify the course URL where you want to enroll them. To find the course URL, navigate to your Graphy dashboard, locate the course, and copy its URL. Paste this URL back in Pabbly Connect.

Ensure all details are correctly mapped before saving. Click on ‘Save and Send Test Request’ to complete the enrollment.

After receiving a positive response, you can check your Graphy account to confirm that the user has been enrolled in the course successfully.

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Conclusion

Using Pabbly Connect to integrate Gravity Forms with Graphy allows for seamless user enrollment. By following the outlined steps, you can automate the process efficiently, saving time and reducing manual errors.