Author: Rajpal Tomar

Learn how to automate your lead management by integrating Cognito Forms and LeadSquared using Pabbly Connect. Step-by-step guide included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Automation

To begin automating lead management, you must first access Pabbly Connect. This platform allows you to seamlessly integrate various applications, including Cognito Forms and LeadSquared. Start by visiting the Pabbly Connect website and either sign in or create a new account.

Once logged in, you will see the dashboard featuring various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect. This will lead you to the workflow creation area where you can set up your automation.

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Creating Your Workflow in Pabbly Connect

In this step, you will create a workflow that connects Cognito Forms to LeadSquared using Pabbly Connect. Click on the ‘Create Workflow’ button on your dashboard. You will be prompted to name your workflow; for this example, use ‘Create LeadSquared Lead on Cognito Form Submission’ and save it in the Automation folder.

After naming your workflow, you will enter the workflow window. Here, you need to select the trigger application. Search for ‘Cognito Forms’ and select it. Then, choose the trigger event, which in this case is ‘New Form Submission.’ Click on ‘Save’ to proceed.

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Connecting Cognito Forms to Pabbly Connect

Now, you need to establish a connection between Cognito Forms and Pabbly Connect. After selecting the trigger event, a Webhook URL will be generated. Copy this URL as it will be used in your Cognito Forms settings.

• Log into your Cognito Forms account.
• Open the specific form you want to connect.
• Enable the ‘Post JSON data to a website’ option and paste the copied Webhook URL.
• Save the settings in Cognito Forms.

Once this is done, your Cognito Forms is now connected to Pabbly Connect and is ready to send data when a new form is submitted.

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Setting Up Action in Pabbly Connect

With the trigger set up, the next step is to define what happens when a new form submission occurs. In the workflow window, select ‘LeadSquared’ as your action application. Choose the action event as ‘Create or Update Lead’ and click on ‘Connect’.

You will need to add a new connection by providing your LeadSquared API credentials. Follow the instructions to retrieve your Access Key and Secret Key from your LeadSquared account. Once you have these details, paste them into Pabbly Connect and click ‘Save’.

• Access your LeadSquared account and go to settings.
• Navigate to API and Webhooks to find your API Keys.
• Copy the Access Key and Secret Key and paste them into Pabbly Connect.

After saving your connection, you can now proceed to map the fields from your Cognito Forms submission to LeadSquared.

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Mapping Fields in Pabbly Connect

The final step in your workflow is to map the fields from the Cognito Forms submission to the LeadSquared lead fields. In the action setup, you will see fields for first name, last name, email, and phone number. Instead of entering this information manually, you will map it from the previous step.

To map the fields, click on each field and select the corresponding data from the Cognito Forms response. For example, for the first name field, choose the first name from the response data. This ensures that every new lead will have the correct details automatically filled in.

Map the first name, last name, email, and phone number fields. Leave any non-required fields blank. Click ‘Save and Send Test Request’ to finalize the setup.

After saving, you can test the workflow by submitting a new entry in your Cognito Forms. Check your LeadSquared account to confirm that the lead was created successfully through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate lead management by integrating Cognito Forms and LeadSquared using Pabbly Connect. This integration streamlines the process of capturing and managing leads, allowing businesses to operate more efficiently. Automating your lead management with Pabbly Connect can save time and reduce manual errors, enhancing your overall productivity.

Learn how to automate user creation in Zendesk from Cognito form submissions using Pabbly Connect. Follow our detailed tutorial for seamless 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. Setting Up Pabbly Connect for Integration

To begin integrating Cognito and Zendesk, you need to access Pabbly Connect. This platform allows you to automate tasks without any coding knowledge. First, navigate to the Pabbly Connect homepage by entering the URL in your browser.

Once there, you will see options to either sign in or sign up for free. If you’re a new user, click on ‘Sign up for free’ to create an account. Existing users can simply log in. After logging in, you will be directed to the dashboard of Pabbly Connect, where you can create and manage your workflows.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that triggers user creation in Zendesk upon form submission in Cognito. Start by clicking on the ‘Create Workflow’ button in Pabbly Connect. A dialog box will appear prompting you to name your workflow.

• Name the workflow: Create Zendesk User on Cognito Form Submission
• Select a folder for organization, such as Customer Support.
• Click ‘Create’ to proceed.

After creating the workflow, you will see two main sections: Trigger and Action. The trigger will be set to Cognito Forms, and the action will be to create a user in Zendesk. This setup is crucial for automating your customer support process.

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3. Configuring the Trigger with Cognito Forms

Now, you need to configure the trigger in your workflow using Pabbly Connect. Select Cognito Forms as your trigger application and choose the event as ‘New Entry’. This event will initiate the workflow whenever a new form is submitted.

After selecting the event, you will receive a webhook URL. Copy this URL as it will be used to connect your Cognito form with Pabbly Connect. Next, go to your Cognito Forms account and access the specific form you want to connect.

• Enable the option to post JSON data to a website.
• Paste the webhook URL in the submit entry endpoint field.
• Save the changes to your form.

This connection allows Pabbly Connect to capture responses from Cognito Forms automatically, facilitating the integration process.

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4. Setting Up the Action to Create Users in Zendesk

Next, you will set up the action in your workflow using Pabbly Connect. Select Zendesk as your action application and choose the event ‘Create User’. This event will add users to your Zendesk account based on the data received from Cognito Forms.

To create a new connection, you need to enter your Zendesk account details, including your username, API token, and subdomain. This information is essential for Pabbly Connect to communicate with Zendesk effectively.

Enter your Zendesk username followed by ‘/token’. Provide the subdomain from your Zendesk URL. Paste your API token obtained from Zendesk.

After entering this information, click ‘Save and Send Test Request’. If the connection is successful, you will see a confirmation indicating that a user has been created in Zendesk based on the information from Cognito Forms.

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5. Testing the Integration Between Cognito and Zendesk

Now that you have set up both the trigger and action in Pabbly Connect, it’s time to test the integration. Go back to your Cognito Forms and submit a test entry. This will trigger the workflow you created.

After submitting the form, return to Pabbly Connect and check if the response has been captured. You should see all the details from your form submission, confirming that the integration is working correctly.

Verify that the user appears in your Zendesk account. Check that all submitted details are correctly populated. Repeat the test to ensure consistency.

Once confirmed, your automation is successfully set up. Now, every time a form is submitted in Cognito, a new user will be automatically created in Zendesk, enhancing your customer support efficiency.

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Conclusion

This tutorial demonstrated how to integrate Cognito and Zendesk using Pabbly Connect. By following these steps, you can automate user creation in Zendesk based on form submissions, streamlining your support process. Embrace the power of automation to improve your customer interactions.

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

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To enroll Tag Mango users on paper form submission, we will use Pabbly Connect. This tool automates the process without requiring coding skills. First, log into your Pabbly account and navigate to the Pabbly Connect dashboard.

Once on the dashboard, you will see options to create new workflows. Select the option to create a new workflow and name it appropriately, such as ‘Enroll Tag Mango Users on Paper Form Submission.’ This will help you identify the workflow later.

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2. Selecting Trigger Application: Paper Form

In this step, we will set up the trigger application. The trigger for this automation will be Paper Form. Select Paper Form from the list of applications available in Pabbly Connect. using Pabbly Connect

• Choose ‘New Form Submission’ as the trigger event.
• Connect your Paper Form account by providing the required API key.
• Test the connection to ensure Pabbly Connect can access your Paper Form submissions.

After successfully setting up the trigger, you will receive a webhook URL. Copy this URL as it will be used to connect your Paper Form account with Pabbly Connect.

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3. Configuring Paper Form Integration

Now, navigate to your Paper Form account. Open the form you want to use for collecting submissions. On the right side, click on the ‘Integrations’ option and then select ‘Webhooks.’ using Pabbly Connect

In the Webhooks section, paste the webhook URL you copied earlier from Pabbly Connect. This will allow Paper Form to send data to Pabbly Connect whenever a new submission is made. Save the changes to finalize the integration.

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4. Setting Up Action Application: Tag Mango

Next, we will set up the action application, which will be Tag Mango. In Pabbly Connect, select Tag Mango as your action application. This is where users will be enrolled automatically upon form submission. using Pabbly Connect

• Choose the action event as ‘Enroll User.’ This specifies what action will be taken in Tag Mango.
• Connect your Tag Mango account by entering the required API key.
• Map the fields from your Paper Form submission to the corresponding fields in Tag Mango.

After mapping the fields, save the action setup. This ensures that every time a new form submission is made, the user details will be sent to Tag Mango automatically.

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5. Testing the Integration

To ensure everything is working correctly, it is essential to test the integration. Go back to your Paper Form and fill out a test submission with dummy details. After submission, check your Pabbly Connect dashboard to see if the data has been captured. using Pabbly Connect

If the test submission is successful, you will see the user enrolled in your Tag Mango account. This confirms that the entire process from Paper Form submission to Tag Mango enrollment is functioning smoothly.

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, this tutorial demonstrated how to use Pabbly Connect to automate the enrollment of Tag Mango users based on Paper Form submissions. By following these steps, you can streamline your user enrollment process effectively.

Learn how to automatically notify your team on Discord for Razorpay payments using Pabbly Connect in this detailed step-by-step tutorial. 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 Razorpay and Discord Integration

To automatically notify your team on Discord for Razorpay payments, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly Connect website and logging in or signing up for a free account.

Once you are logged in, you will see options for creating a new workflow. Click on the ‘Create Workflow’ button to start setting up your automation. This is where you will define your trigger and action, which in this case will involve Razorpay and Discord.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Razorpay to Discord using Pabbly Connect. After clicking ‘Create Workflow’, name it something descriptive, like ‘Notify Team on Discord for Razorpay Payments’.

• Click on the ‘Access Now’ button for Pabbly Connect.
• Select Razorpay as your trigger application.
• Choose ‘New Payment Captured’ as the trigger event.

After setting the trigger, Pabbly Connect will provide a webhook URL. This URL needs to be copied and pasted into your Razorpay account under the webhook settings. This connection allows Razorpay to communicate with Pabbly Connect whenever a new payment is made.

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3. Setting Up Razorpay Webhook with Pabbly Connect

To finalize the integration between Razorpay and Pabbly Connect, you need to set up the webhook in your Razorpay account. Log into your Razorpay account and navigate to the ‘Webhooks’ section in the settings.

Click on ‘Add New Webhook’ and paste the webhook URL you copied from Pabbly Connect. You can choose to add a secret or leave it empty. Ensure that you select ‘Payment Captured’ from the active events to trigger notifications for successful payments.

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4. Filtering Payments to Notify Specific Products

Next, you want to filter the payments so that only certain products trigger notifications on Discord using Pabbly Connect. This is done by adding a filter step in your workflow.

• Select ‘Filter by Pabbly’ as the action application.
• Set the filter condition to check the payment amount.
• Ensure that the amount matches the price of the product you want to notify about.

By doing this, you can ensure that only relevant payments will trigger notifications to your team, keeping them informed without unnecessary messages.

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5. Sending Notifications to Discord Using Pabbly Connect

Finally, the last step is to set up the notification to your Discord channel using Pabbly Connect. Select Discord as your action application and choose ‘Send Channel Message’ as the action event.

You will need to provide a webhook URL from your Discord server settings. After copying the webhook URL, paste it into the Pabbly Connect workflow. Customize the message content to include details about the payment, such as customer name, email, and order ID.

Once everything is set up, save your workflow. Now, every time a payment is captured in Razorpay, your team will automatically receive a notification on Discord, ensuring everyone is updated in real-time.

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Conclusion

In this tutorial, we learned how to use Pabbly Connect to automatically notify your team on Discord for Razorpay payments. This integration streamlines communication and enhances team collaboration by sending real-time updates on successful transactions.

Learn how to automate sending WhatsApp messages to IndiaMART leads in the semiconductor industry using Pabbly Connect. Follow this step-by-step tutorial for seamless 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 Automation

To begin automating WhatsApp messages to IndiaMART leads, you need to access Pabbly Connect. First, visit the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free and get 100 free tasks each month.

After logging in, you will see all the applications available. Click on the Pabbly Connect icon to access the dashboard. Here, you can create workflows that automate your processes, such as sending WhatsApp messages when a new lead is generated.

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2. Creating a Workflow in Pabbly Connect

To automate the WhatsApp messaging process, you need to create a new workflow. Click on the Pabbly Connect dashboard’s top right corner button labeled Create Workflow. A dialog box will prompt you for a workflow name and folder selection.

• Name your workflow: Send WhatsApp message to IndiaMART leads.
• Select the folder: Choose IndiaMART Automations from the dropdown.

After entering the details, click the Create button. Your workflow is now set up and ready for the next steps in the automation process.

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3. Setting Up Trigger: IndiaMART

In this section, you will configure the trigger for your workflow. Select Pabbly Connect as the trigger application. For the trigger event, choose New Leads from IndiaMART. This means that every time a new lead is generated, it will trigger the automation.

To connect IndiaMART to Pabbly Connect, you will need to copy the provided webhook URL. Go to your IndiaMART account, navigate to the Lead Manager, and select the Push API option. Here, paste the webhook URL and save it.

• Choose the source name as Pabbly Connect.
• Click save and confirm your integration setup.

Once the webhook is added successfully, test the connection by generating a test lead in your IndiaMART account. This will confirm that Pabbly Connect is capturing the lead data correctly.

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4. Setting Up Action: Sending WhatsApp Messages

Next, you will set up the action step in your workflow. For the action application, select Pabbly Connect and choose WhatsApp by AI Sensei as the action event. This allows you to send a WhatsApp message using the template you have created.

Click the Connect button to establish a connection. You will need to enter your API key from your AI Sensei account. Navigate to your AI Sensei account, go to the Manage section, and find the API key. Copy it and paste it into Pabbly Connect.

Create a campaign name for the WhatsApp message. Map the mobile number and lead name from the previous step.

After mapping the necessary fields, click on Save and Send Test Request. You should now receive the WhatsApp message confirming the integration is successful.

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5. Conclusion: Automating WhatsApp Messages with Pabbly Connect

In conclusion, using Pabbly Connect to automate sending WhatsApp messages to IndiaMART leads in the semiconductor industry streamlines your communication process. By following these steps, you can ensure timely responses to inquiries, enhancing customer satisfaction.

This automation not only saves time but also increases efficiency, allowing you to focus on your core business activities while Pabbly Connect handles the integration seamlessly.

Learn how to automate WhatsApp messages using Pabbly Connect with Webflow and AI Sensei for seamless form submissions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Simply and Whenever with AI Sensei using Pabbly Connect, first navigate to the Pabbly Connect website. You can do this by typing in ‘Pabbly.com/connect’ in your browser. This platform allows you to automate tasks without any coding skills.

Once on the site, sign in to your existing account or create a new one. If you are a new user, Pabbly Connect offers 100 free tasks every month. After logging in, you will be directed to your dashboard where you can manage your workflows.

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2. Creating a New Workflow in Pabbly Connect

To set up your automation, click on ‘Create Workflow’ in the Pabbly Connect dashboard. This is where you will define the trigger and action for your integration. Start by naming your workflow, for example, ‘Send WhatsApp Message on Webflow Form Submission’.

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

After creating the workflow, you will see two boxes: one for the trigger and another for the action. The trigger will be set to Webflow, specifically the event of a new form submission. This setup will allow Pabbly Connect to initiate the automation process.

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3. Setting Up the Trigger with Webflow

In this step, you will configure the trigger application in Pabbly Connect. Choose Webflow as your trigger application and select the event as ‘Form Submitted’. Click on ‘Connect’ to establish a connection with your Webflow account.

If you don’t have an existing connection, you will need to create a new one. This involves generating an API token from your Webflow account settings. Once you have the token, paste it into Pabbly Connect and save the connection.

• Navigate to your Webflow account and find the API access settings.
• Generate a new API token and copy it.

After saving the connection, you can test the trigger by submitting a form on your Webflow site. If set up correctly, Pabbly Connect will capture the form submission data.

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4. Configuring the Action with AI Sensei

Now that the trigger is set, it’s time to configure the action. Select AI Sensei as your action application and choose ‘Send Template Message’ as the action event. Again, click on ‘Connect’ to establish a connection with AI Sensei. using Pabbly Connect

To connect AI Sensei, you will need to enter your API key. This key can be found in your AI Sensei dashboard under the API settings. Once you paste the API key into Pabbly Connect and save the connection, you can proceed to set up the message details.

Enter the campaign name you wish to use. Map the mobile number and username from the Webflow response.

Finally, click on ‘Save and Send Test Request’ to check if the WhatsApp message is sent successfully. You should receive a confirmation response indicating that the message has been sent via AI Sensei.

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5. Testing the Integration Workflow

With both the trigger and action configured, it’s time to test the integration. Fill out the form on your Webflow site with dummy details, such as your name and contact information. After submitting the form, check your WhatsApp for the automated message.

If everything is set up correctly, you should receive a message confirming the form submission. This indicates that Pabbly Connect has successfully automated the process between Webflow and AI Sensei, sending messages directly to your leads.

In summary, you have now integrated Webflow with AI Sensei using Pabbly Connect. This workflow automates the communication process, ensuring that every new lead receives a prompt WhatsApp message.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages from Webflow form submissions. By integrating Simply, Whenever, and AI Sensei, you can streamline your communication process effectively.

Learn how to automate the integration of Facebook Lead Ads with Salesforce CRM using Pabbly Connect. Step-by-step tutorial for seamless lead management. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Facebook Lead Ads with Salesforce CRM, you will need to access Pabbly Connect. Begin by signing up for a free account, which can be done through the link provided in the description.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new automation workflow by clicking on the ‘Create Workflow’ button. You will then need to name your workflow, for example, ‘Facebook Lead Ads to Salesforce,’ and select the appropriate folder for your workflow.

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2. Setting Up the Trigger with Facebook Lead Ads

In this step, you will set up the trigger for your integration using Pabbly Connect. After naming your workflow, you will see a trigger window where you need to select ‘Facebook Lead Ads’ from the app list. Choose the trigger event as ‘New Lead Instant’ and click on the ‘Connect’ button.

• Select ‘Add New Connection’ to link your Facebook account.
• Click on the ‘Connect with Facebook Leads’ button in the popup window.
• Choose your Facebook account and click ‘Continue’ to establish the connection.

After connecting your Facebook account, you will be prompted to select the Facebook page where your ads are running. Choose the appropriate page and select the lead gen form you want to use. Click on ‘Save and Send Test Request’ to test the connection.

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3. Generating a Test Lead for Verification

To ensure that your integration is working correctly, you will need to generate a test lead. Use Meta’s lead ad testing tool for this purpose. Select the Facebook page and lead gen form, then click on the ‘Preview Form’ button to view the form.

• Fill in the details for a dummy lead in the preview form.
• Click on ‘Continue’ and then submit the form to generate the lead.

Return to Pabbly Connect, where you should see a response indicating that the test lead was successfully captured. This confirms that the trigger setup is complete, and you can now proceed to the next step of the integration.

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4. Adding the Lead to Salesforce CRM

Now that your trigger is set up and verified, it’s time to add the captured lead to Salesforce CRM using Pabbly Connect. Scroll down to the actions tab and select ‘Salesforce’ as the app. Choose the action event as ‘Create Lead’ and click on the ‘Connect’ button.

Select ‘Add New Connection’ to link your Salesforce account. Click on the ‘Connect with Salesforce’ button, which will allow Pabbly Connect to access your Salesforce account. Once connected, you will need to map the lead details from Facebook Lead Ads to the corresponding fields in Salesforce.

Map the first name, last name, email address, and phone number from the Facebook lead data. Enter a default company name if it’s not provided in the lead data. Select ‘Web’ as the lead source and set the status and rating as needed.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’ to finalize the process. You should receive a confirmation response indicating that the lead has been successfully added to Salesforce.

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5. Verifying the Lead in Salesforce

After adding the lead, it’s essential to verify that the information has been correctly transferred to Salesforce. Go to your Salesforce account and refresh the leads page. You should see the newly created lead with all the details matching the information captured from Facebook Lead Ads.

This verification confirms that your integration using Pabbly Connect is functioning as intended. You can now manage your leads efficiently, ensuring that every new lead generated from Facebook is automatically added to your CRM.

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Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with Salesforce CRM using Pabbly Connect. This automation allows for seamless lead management, ensuring that all new leads are captured and stored in your CRM effortlessly. By following these steps, you can enhance your lead generation process and improve your overall marketing efficiency.

Learn how to automate the integration of LinkedIn Lead Gen Forms with CleverTap using Pabbly Connect. Follow this detailed guide for step-by-step 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 automate the process of adding new leads from LinkedIn Lead Gen Forms to CleverTap, you need to access Pabbly Connect. First, navigate to the Pabbly website and locate the ‘Products’ section.

Once there, click on Pabbly Connect to reach the dashboard. If you are new to Pabbly, sign up for a free account. Existing users can simply sign in. After signing in, click on the ‘Access Now’ button to begin creating your automation workflow.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to connect your LinkedIn Lead Gen Forms with CleverTap using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘LinkedIn Ads to CleverTap’.

• Name your workflow.
• Select a folder in your Pabbly Connect account.
• Click on ‘Create’ to finalize the setup.

After creating the workflow, you will see two windows: the trigger window and the action window. The trigger window will capture new leads from LinkedIn, while the action window will send these details to CleverTap.

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3. Linking LinkedIn Lead Gen Forms with Pabbly Connect

To begin, select ‘LinkedIn Lead Gen Forms’ as your app in the trigger window of Pabbly Connect. Choose the trigger event as ‘New Lead Gen Form Response’. Click on connect and add a new connection to link your LinkedIn account.

Once connected, select the specific LinkedIn account associated with your ad campaigns. After this, choose the lead gen form from which you want to capture new leads. Click ‘Save and Send Test Request’ to capture a test lead’s details.

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4. Adding Leads to CleverTap through Pabbly Connect

The next step is to add the captured lead as a user profile in CleverTap using Pabbly Connect. In the action window, select ‘CleverTap’ and choose the action event as ‘Create or Update User Profile’.

• Connect your CleverTap account by entering the Account ID and Passcode.
• Select your region from the dropdown menu.
• Map the Object ID and profile data from LinkedIn to CleverTap.

After mapping the data, click on ‘Save and Send Test Request’. This will send the lead information to CleverTap, confirming the integration is successful.

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5. Testing the Integration Workflow

To ensure everything is working correctly, create another test lead in LinkedIn and wait for the automation to run through Pabbly Connect. After about 10 minutes, check your CleverTap account for the new lead profile.

Search for the lead using the email address you used for the test. If the lead appears with the correct details, your integration is functioning as intended. This entire process demonstrates how Pabbly Connect efficiently automates the lead management workflow.

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Conclusion

In this tutorial, we covered how to integrate LinkedIn Lead Gen Forms with CleverTap using Pabbly Connect. By following these steps, you can automate your lead management process effectively, saving time and effort while ensuring accuracy.

Learn how to automate Typeform submissions to CleverTap seamlessly using Pabbly Connect. Follow this detailed tutorial to streamline your feedback process. 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. Setting Up Pabbly Connect for Typeform and CleverTap Integration

To begin automating Typeform submissions to CleverTap, first access Pabbly Connect. Create your free account using the sign-up link in the description. After signing up, log into your Pabbly Connect dashboard.

Next, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Typeform to CleverTap’, and select a folder for organization. Click ‘Create’ to open the workflow interface.

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2. Creating a Trigger in Pabbly Connect for Typeform

In your new workflow, you will see two windows: the trigger window and the action window. Start by setting up the trigger, which will capture new submissions from Typeform. Select Typeform as the app in the trigger window. using Pabbly Connect

• Choose the trigger event as ‘New Entry’.
• Connect your Typeform account by clicking ‘Connect’ and then ‘Add New Connection’.
• Authorize the connection by clicking ‘Connect with Typeform’ and accepting the permissions.

After establishing the connection, select the specific Typeform you want to monitor for submissions. Click ‘Save and Send Test Request’ to ensure everything is set up correctly. Pabbly Connect will wait for a new submission to trigger the workflow.

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3. Testing Typeform Integration with Pabbly Connect

To test the integration, submit a dummy entry through your Typeform. Fill out the form with sample data, such as a name, email, mobile number, and feedback message. After submitting, return to Pabbly Connect. using Pabbly Connect

You should see that Pabbly Connect has captured the submission details successfully. This confirms that your Typeform is now connected and functioning as expected. The next step is to set up the action that will send this data to CleverTap.

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4. Setting Up the Action to Upload Events to CleverTap

In the action window of Pabbly Connect, select CleverTap as the app. Choose the action event as ‘Upload Event’. Click on ‘Connect’ and add a new connection by entering your CleverTap account ID, passcode, and region. using Pabbly Connect

• Retrieve the account ID and passcode from your CleverTap account settings.
• Select the appropriate region based on your CleverTap account URL.

After entering these details, map the required fields from the Typeform submission to the CleverTap event. This includes using the email as the unique identifier and defining the event name and data format. Finally, click ‘Save and Send Test Request’ to verify that the event uploads correctly to CleverTap.

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5. Verifying the Event Upload in CleverTap

Once you have sent a test request, check your CleverTap account to verify that the event has been uploaded. Navigate to the analytics section, and select the event name you specified in Pabbly Connect.

You should see the event listed with the details of the dummy submission. This confirms that the integration between Typeform and CleverTap via Pabbly Connect is successful and operational. Repeat the test by submitting another entry to ensure consistency.

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 Typeform submissions to CleverTap streamlines your feedback process. By following these steps, you can efficiently manage customer responses without manual intervention.

Learn how to automate user enrollment in Zenler through Jotform submissions using Pabbly Connect. Step-by-step guide for seamless 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 begin the process of automating user enrollment in Zenler through Jotform submissions, access Pabbly Connect. This platform enables seamless integration between various applications without any coding skills.

Visit the Pabbly Connect homepage by typing the URL in your browser. You will find options to either sign in or sign up. If you are an existing user, simply log in. If you are new, click on the ‘Sign Up for Free’ button to create an account and receive 100 free tasks every month to explore the software.

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2. Creating a New Workflow in Pabbly Connect

After logging into your account on Pabbly Connect, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ option. This will allow you to set up the automation process for enrolling users into Zenler.

• Click on ‘Create Workflow’.
• Provide a name for your workflow, such as ‘Enroll Zenler User on Jotform Submission’.
• Select a folder for organizing your workflows.

Once you create the workflow, you will see two sections: Trigger and Action. The Trigger is what starts the automation process, while the Action is what happens as a result. In this case, the trigger will be a new submission from Jotform.

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3. Setting Up the Trigger for Jotform in Pabbly Connect

To set up the trigger, select Jotform as the application in Pabbly Connect. This will allow the workflow to start when a new form submission occurs. Choose the trigger event as ‘New Response’ to capture the form submissions.

After selecting the trigger, Pabbly Connect will provide a webhook URL. This URL is essential for connecting Jotform with Pabbly Connect. Copy the webhook URL and proceed to your Jotform account.

• Open the Jotform settings for the form you want to connect.
• Navigate to the Integrations section and search for Webhooks.
• Paste the copied webhook URL and complete the integration.

Once the integration is complete, you can test the connection by submitting a test response on your Jotform. This will allow Pabbly Connect to capture the response for further processing.

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4. Connecting Zenler in Pabbly Connect

After successfully capturing a response from Jotform, the next step is to connect Zenler as the action application in Pabbly Connect. Choose Zenler and select the action event ‘Add New User’. This action will allow you to enroll the user based on the Jotform submission.

To create this connection, you will need to provide your Zenler school name and API key. First, find your school name from the URL of your Zenler account. Then, navigate to the API key section by following the provided link and replace the school name in the URL.

Enter your Zenler school name. Copy and paste the API key obtained from Zenler. Click on Save to establish the connection.

Once connected, map the fields such as first name, last name, and email from the Jotform response to the corresponding fields in Zenler. This mapping ensures that each submission correctly enrolls the user with their details.

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5. Testing the Enrollment Process in Zenler

With the setup complete, it’s time to test the entire process. Submit a new response through your Jotform to see if the user is enrolled in Zenler. After submission, refresh the student section in Zenler to check if the new user appears with the correct details.

Upon successful submission, Pabbly Connect will automatically add the new user to your Zenler account. You will see the new user listed with the information provided in the Jotform submission.

This automation saves time and ensures that every interested student is enrolled without manual intervention. By using Pabbly Connect, you can streamline your enrollment process effectively.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the enrollment of Zenler users through Jotform submissions. This integration simplifies the process, ensuring that every submission results in a new user being added automatically.

By following the steps outlined, you can efficiently set up this automation for your online courses, enhancing your workflow and improving user experience.