Author: Rajpal Tomar

Learn how to automate the process of creating Notion items from Jotform submissions using Pabbly Connect. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Jotform and Notion Integration

To create a Notion item on Jotform submission, first, you need to access Pabbly Connect. This platform serves as the central hub for automating the integration between Jotform and Notion. Start by navigating to the Pabbly Connect website and sign in or create an account if you don’t have one.

Once logged in, you will be directed to the Pabbly Connect dashboard. From here, you can create a new workflow that will connect your Jotform submissions to your Notion database. This setup will ensure that every new form submission automatically creates a corresponding item in your Notion database.

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Creating a Workflow in Pabbly Connect for Jotform and Notion

In the Pabbly Connect dashboard, you will need to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Create Notion Item on Jotform Submission’. Select the folder where you want to save this workflow.

After naming your workflow, you’ll see two main sections: Trigger and Action. The Trigger is the event that will start the workflow, while the Action is what occurs as a result of that Trigger. In this case, the Trigger will be a new submission from Jotform, and the Action will be to create a new item in Notion.

• Click on the ‘Create Workflow’ button.
• Name your workflow and select the appropriate folder.
• Set the Trigger as Jotform and Action as Notion.

By following these steps, you will have successfully set up the basic framework for your automation using Pabbly Connect.

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Setting Up the Trigger in Pabbly Connect

To set up the Trigger, search for Jotform in the Trigger application section. Select it, and then choose the Trigger event as ‘New Response’. This event signifies that every time a new form submission occurs, it will trigger the workflow. using Pabbly Connect

Next, you will need to connect Jotform to Pabbly Connect using a Webhook URL. This URL acts as a bridge between Jotform and Pabbly Connect. Copy the provided Webhook URL from Pabbly Connect and head over to your Jotform account.

• Open your Jotform and go to Settings.
• Navigate to Integrations and search for Webhooks.
• Paste the copied Webhook URL and complete the integration.

Once the integration is complete, Pabbly Connect will be ready to receive data from Jotform, allowing you to automate the process of adding new items to Notion.

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Setting Up the Action in Pabbly Connect

After configuring the Trigger, it’s time to set up the Action. Search for Notion in the Action application section and select it. Choose the Action event as ‘Create Database Item’. This action will create a new item in your Notion database based on the data received from Jotform.

To connect Notion with Pabbly Connect, click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to allow access to your Notion account. Make sure to select the specific database page where you want to store the new items.

Select the database page in Notion for storing submissions. Map the fields from Jotform to the corresponding columns in your Notion database. Confirm the connection and save your settings.

With this setup, every new submission from Jotform will automatically create a corresponding item in your Notion database using Pabbly Connect.

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Testing the Integration Between Jotform and Notion

Now that both the Trigger and Action are set up, it’s time to test the integration. Go back to your Jotform and create a new submission. Fill in all required details such as name, email, and city, then submit the form. using Pabbly Connect

Once the form is submitted, return to Pabbly Connect. You should see a response indicating that the new submission has been received. This confirms that the Trigger is working correctly. Now, check your Notion database to see if a new item has been created with the details from your Jotform submission.

If the new item appears in Notion, your integration is successful. This automation allows you to eliminate manual data entry, ensuring your course roster is always up to date.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of creating Notion items from Jotform submissions. By setting up a Trigger for new form submissions and an Action for creating database items, you can streamline your workflow effectively. This integration saves time and ensures accuracy in managing your data.

Learn how to automate Facebook Lead Ads management using Pabbly Connect. This detailed tutorial covers integration steps with Agile CRM for efficient lead management. 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 automate Facebook Lead Ads management, first, access Pabbly Connect. Open your browser and search for Pabbly Connect. You will see options to sign in or sign up for free. New users can click on ‘Sign up for free’ to explore the application with 100 tasks free every month.

Existing users should click on ‘Sign in’ to access their dashboard. Once signed in, locate the Pabbly Connect application among the tools offered. Click on ‘Access Now’ to enter your Pabbly Connect account and start the automation process.

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2. Creating a Workflow in Pabbly Connect

To begin automating Facebook Lead Ads, click on the ‘Create Workflow’ button in Pabbly Connect. You will be prompted to name your workflow. Enter a descriptive name, such as ‘Automate Facebook Lead Ads Management’ and select a folder for organization.

• Click on ‘Create’ to open the workflow window.
• Select ‘Facebook Lead Ads’ as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.

After setting the trigger, click on ‘Connect’ to add your Facebook Lead Ads account. Follow the prompts to authorize the connection. This setup allows Pabbly Connect to automatically capture new leads from your Facebook ads.

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3. Setting Up Agile CRM as the Action Application

Next, we will configure Agile CRM as the action application in Pabbly Connect. After successfully setting up the trigger, search for ‘Agile CRM’ in the action application options. Select ‘Create Contact’ as the action event.

Click on ‘Connect’ to link your Agile CRM account. You will need to provide your login email, API key, and domain details. Ensure that you have these details ready from your Agile CRM account settings to establish a successful connection.

• Enter your Agile CRM login email.
• Input the domain name without the ‘https://’ prefix.
• Copy and paste your API key from Agile CRM settings.

Once connected, you can map fields from the Facebook lead data to the Agile CRM contact fields. This mapping ensures that each new lead is added correctly to your CRM without manual data entry.

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4. Testing the Integration with Facebook Lead Ads

To ensure that the integration works, perform a test submission using the Facebook lead form. Go to the Meta for Developers page and use the lead ads testing tool. Select the page and lead form you created earlier for your skincare brand.

Fill out the lead form with test data, including first name, last name, email, and phone number. After submitting the form, return to Pabbly Connect and check the workflow to see if the lead data has been captured successfully.

Ensure the test lead is submitted correctly. Check for a successful response in Pabbly Connect. Verify that the lead appears in Agile CRM.

This test confirms that Pabbly Connect is effectively capturing leads from Facebook and adding them to your Agile CRM automatically.

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5. Finalizing the Workflow and Real-time Testing

After confirming that the test lead has been successfully added to Agile CRM, finalize your workflow in Pabbly Connect. This involves ensuring all fields are mapped correctly and that the workflow is activated. Save the workflow to enable real-time lead management.

To conduct a final test, create another lead using the Facebook lead form. Refresh your Agile CRM contacts page to check if the new lead appears instantly. This demonstrates that the entire automation process is functioning as intended.

With this setup, your sales team can efficiently follow up with leads without manual entry, thanks to the power of Pabbly Connect. This automation not only saves time but also enhances lead management efficiency.

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Conclusion

In this tutorial, we explored how to automate Facebook Lead Ads management using Pabbly Connect and Agile CRM. By following the outlined steps, you can effectively manage leads in real-time, improving your sales process and reducing manual data entry.

Learn how to automate the process of creating AWeber subscribers from Cashfree payments using Pabbly Connect. Step-by-step tutorial included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

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1. Introduction to Pabbly Connect for Integration

Pabbly Connect is a powerful tool that facilitates the integration of various applications, including Cashfree and AWeber. In this tutorial, we will automate the process of creating an AWeber subscriber whenever a payment is made through Cashfree.

This automation eliminates the need for manual entry, saving time and reducing errors. By using Pabbly Connect, we can seamlessly connect these two platforms and streamline our workflow.

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2. Setting Up Your Pabbly Connect Workflow

To initiate the integration process, first, log in to your Pabbly Connect account. If you are a new user, you can sign up for free and get started with 100 free tasks every month. Once logged in, you will see various applications available for integration.

Next, click on the ‘Create Workflow’ button in the top right corner. In the dialog box that appears, name your workflow as ‘Create AWeber Subscriber on Cashfree Payment’ and select a folder to save it. Here’s how to do this:

• Click on ‘Create Workflow’
• Name your workflow
• Select a folder for saving

After setting this up, click the ‘Create’ button to finalize your workflow. You will now see a trigger and action setup.

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3. Configuring the Trigger with Cashfree

In the trigger section, select Cashfree as your trigger application. The trigger event to choose is ‘Payment via Form’. This means that every time a payment is made through Cashfree, it will trigger the workflow in Pabbly Connect.

To connect Cashfree to Pabbly Connect, copy the webhook URL provided. Log into your Cashfree account, navigate to the Developers section, and click on Webhooks. Then, add a new webhook endpoint using the copied URL:

• Go to Developers > Webhooks
• Click on ‘Add Webhook Endpoint’
• Paste the copied URL and click ‘Test and Add’

Once added, refresh the Cashfree page to confirm the webhook is set up correctly. This establishes the connection between Cashfree and Pabbly Connect.

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4. Performing a Test Payment

To ensure that the integration works properly, perform a test payment using the Cashfree payment form. Fill in the required customer details such as name, email, and payment method. After completing the payment, return to your Pabbly Connect workflow to check if the payment details have been captured successfully.

During this step, ensure that the response from Cashfree includes all necessary customer information. You should see fields like transaction ID, status, and customer details:

Transaction ID Payment Status Customer Name and Email

If the data appears correctly in your workflow, this confirms that Cashfree is successfully connected to Pabbly Connect.

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5. Adding Subscriber in AWeber

Now that the trigger is set, it’s time to configure the action step to add the subscriber in AWeber. Select AWeber as your action application and choose the event ‘Add or Update Subscriber’. This ensures that every new payment will automatically create a new subscriber in your AWeber account.

Connect your AWeber account by clicking on ‘Connect with AWeber’ and authorize Pabbly Connect to access your account. After connecting, map the fields from the Cashfree response to the AWeber fields:

Map Customer Name to Full Name Map Email Address Select List ID for Subscribers

Finally, click on ‘Save and Send Test Request’ to finalize the setup. After refreshing your AWeber account, check if the new subscriber has been added successfully, confirming that the integration works flawlessly through Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to automate the process of creating AWeber subscribers from Cashfree payments using Pabbly Connect. This integration streamlines your workflow, allowing for efficient customer engagement without manual effort. By following these steps, you can enhance your email marketing strategy effectively.

Learn how to integrate IndiaMART leads with Google Sheets for Electric Vehicle Service using Pabbly Connect. Step-by-step tutorial for seamless automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

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Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads with Google Sheets, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect, then navigate to the landing page. Here, you will see options to sign in or sign up for free. If you are a new user, you can sign up and get 100 tasks free every month.

As an existing user, click on the sign-in option. Once logged in, you will see all Pabbly applications. Select Pabbly Connect to begin creating your workflow. Click on ‘Create Workflow’, give it a name, and save it in your desired folder. This sets the stage for your automation process.

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Creating the Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it something like ‘Add IndiaMART Leads to Google Sheets for Electric Vehicle Service’. This helps in organizing your workflows efficiently.

Once your workflow is created, you will reach the workflow window. Here, you will set a trigger event. The trigger application will be IndiaMART, and the event will be when a new lead is captured. This integration ensures that every new lead received will automatically update your Google Sheets.

• Select IndiaMART as the trigger application.
• Choose ‘New Lead’ as the trigger event.
• Copy the provided webhook URL for the next steps.

With these steps, you have set the foundation for your automation process using Pabbly Connect.

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Connecting IndiaMART to Pabbly Connect

To connect IndiaMART to Pabbly Connect, log into your IndiaMART account. Navigate to the Lead Manager section on the left sidebar. Click on the three dots for the menu, then select Import/Export Leads and choose Push API. This is where you will configure the connection.

In the Push API settings, select ‘Other’ as the source and enter ‘Pabbly Connect’ in the CRM platform name. Paste the webhook URL you copied earlier into the Webhook Listener URL field. This establishes the connection between IndiaMART and Pabbly Connect.

• Choose ‘Other’ as the source.
• Enter ‘Pabbly Connect’ in the CRM platform name.
• Click ‘Save Details’ to finalize the connection.

After saving, you will be prompted to generate an OTP. Once you receive the OTP, enter it to complete the integration. This step ensures that your IndiaMART leads are now connected to Pabbly Connect.

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Adding Leads to Google Sheets

Now that you’ve connected IndiaMART to Pabbly Connect, the next step is to add leads to Google Sheets. For the action application, select Google Sheets and choose the ‘Add New Row’ action event. This allows you to add new leads automatically as they come in.

Click on ‘Connect’ and choose to add a new connection. You will need to sign in with your Google account and grant the necessary permissions. Once connected, select the spreadsheet you want to use for this integration, typically named ‘New Leads and Inquiries’.

Choose the spreadsheet where leads will be stored. Select the specific sheet (e.g., Sheet1) for data entry. Map the fields from the lead data to the corresponding columns in Google Sheets.

After mapping the fields, save and send a test request. This will check if the integration works correctly. If successful, you will see the new lead information populated in your Google Sheets, demonstrating the power of Pabbly Connect in automating this process.

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Conclusion

In this tutorial, we explored how to integrate IndiaMART leads with Google Sheets using Pabbly Connect. By following the steps outlined, you can automate the process of adding new leads to your Google Sheets, ensuring efficient management of inquiries for your Electric Vehicle Service business. This integration not only saves time but also enhances productivity.

Learn how to enroll Graphy users automatically through Paper Form submissions using Pabbly Connect. Step-by-step guide to streamline your online coaching business. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting the official website. You will need to sign in to your existing account or sign up for a new one to utilize the platform’s features.

Once logged in, navigate to the Pabbly Connect dashboard where you can create your automation workflow. This platform allows you to set up triggers and actions, enabling seamless integration between Paper Form and Graphy.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect for enrolling Graphy users based on Paper Form submissions. Click on the ‘Create Workflow’ button and provide a name for your workflow. For instance, you can name it ‘Enroll Graphy User on Paper Form Submission’.

• Select the appropriate folder to save your workflow.
• Choose ‘Paper Form’ as your trigger application.
• Set the trigger event to ‘New Form Submission’.

This setup will allow Pabbly Connect to initiate the workflow whenever a new form submission occurs in Paper Form, automatically enrolling the user in Graphy.

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3. Configuring Paper Form for Webhook Integration

Next, you need to configure your Paper Form to connect with Pabbly Connect. Access your Paper Form account and select the form you want to integrate. Click on the ‘Edit’ option, then navigate to the ‘Integrations’ section.

Here, you will add a webhook URL provided by Pabbly Connect. This URL acts as a bridge for data transfer. Make sure to select the option that triggers the webhook on new submissions, ensuring that every new entry in your form sends data to Pabbly Connect.

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4. Enrolling Users in Graphy via Pabbly Connect

After setting up the webhook, it’s time to enroll users in Graphy using Pabbly Connect. In the action step of your workflow, select Graphy as your action application and choose ‘Create Learner’ as the action event. This step will create a new learner in your Graphy account based on the data received from Paper Form.

• Enter the API key and Merchant ID from your Graphy account.
• Use data mapping to automatically fill in the learner’s details like email, name, and phone number.
• Test the connection to ensure the learner is created successfully.

Once you complete these steps, Pabbly Connect will automate the enrollment process, making it seamless and efficient.

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5. Finalizing the Integration and Enrolling in Courses

In the final step, you will enroll the newly created learner into a specific course in Graphy. Add another action step in your Pabbly Connect workflow, selecting Graphy again, and choose ‘Enroll Learner to Course’ as the action event.

Map the learner’s email and provide the course URL for the enrollment. After saving and testing this step, you should see that the learner is successfully enrolled in the selected course. This completes the integration process, showcasing the power of Pabbly Connect in automating your workflows.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the enrollment of Graphy users based on Paper Form submissions. By following these steps, you can streamline your online coaching business efficiently.

Learn how to automate the process of adding Indiamart leads to Google Sheets 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 start integrating Indiamart leads into Google Sheets, first access Pabbly Connect. This platform enables seamless automation between applications. Begin by signing into your Pabbly Connect account or create a new account if you’re a first-time user.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow specifically for adding Indiamart leads to Google Sheets. This step is crucial for automating the lead management process.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. A dialog box will appear asking for the workflow name and folder selection.

• Name your workflow something descriptive, like ‘Add Indiamart Leads to Google Sheets’.
• Select a folder where you want to save this workflow.

After naming the workflow and selecting the folder, click the ‘Create’ button. This action sets up the initial framework for your integration process.

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3. Setting Up the Trigger in Pabbly Connect

Next, set up the trigger in Pabbly Connect. The trigger will be Indiamart, specifically the event ‘New Leads’. This means that whenever a new lead is generated in your Indiamart account, Pabbly Connect will capture this event.

To configure this, select Indiamart as your trigger application. Pabbly Connect will provide a webhook URL, which you need to copy. This URL is essential for connecting Indiamart to Pabbly Connect.

• Log into your Indiamart account and navigate to the Lead Manager.
• Go to Import and Export Leads, then select the Push API section.
• Paste the webhook URL from Pabbly Connect into the appropriate field.

After saving these details, your Indiamart account will be connected to Pabbly Connect, allowing it to receive new lead data automatically.

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4. Testing the Connection Between Indiamart and Pabbly Connect

Now it’s time to test the connection established by Pabbly Connect. Generate a test lead in your Indiamart account to check if Pabbly Connect captures the lead details correctly. This is a crucial step to ensure that your integration is functioning as expected.

After creating a test lead, return to your Pabbly Connect workflow. You should see a notification indicating that a webhook response has been received. This confirms that your connection is active and working properly.

Verify the details captured by Pabbly Connect, such as the lead’s name, email, phone number, and inquiry message. This data will be used to create a record in Google Sheets.

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5. Adding the Lead to Google Sheets Using Pabbly Connect

In this final step, configure the action in Pabbly Connect to add the captured lead details into Google Sheets. Select Google Sheets as your action application and choose the event ‘Add New Row’. This action will create a new entry in your designated Google Sheets document.

Connect your Google Sheets account to Pabbly Connect by signing in and granting necessary permissions. After successful authorization, select the specific spreadsheet and sheet where you want to add the lead details.

Map the fields from the Indiamart lead response to the corresponding columns in Google Sheets. Ensure all required fields such as name, email, phone number, and message are accurately mapped.

Once all fields are mapped, click on the ‘Save and Send Test Request’ button. Check your Google Sheets to confirm that the lead details have been successfully added. This completes the integration process using Pabbly Connect.

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Conclusion

By following this tutorial, you have successfully integrated Indiamart leads into Google Sheets using Pabbly Connect. This automation saves time and ensures that all lead details are captured efficiently. Now you can manage your leads effortlessly!

Learn how to automate Salesforce lead creation from Wix Forms submissions using Pabbly Connect with this step-by-step tutorial. 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. Introduction to Pabbly Connect for Wix Forms Integration

In this section, we will explore how to use Pabbly Connect to integrate Wix Forms with Salesforce. This integration allows for automatic lead creation in Salesforce every time a new form submission is received via Wix Forms. By automating this process, businesses can save time and reduce manual data entry.

To get started, visit the Pabbly Connect homepage by entering the URL in your browser. Here you will find options to sign in or sign up. New users can create a free account to explore the features of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be taken to the dashboard. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner. You will need to name your workflow, such as ‘Create Salesforce Lead on Wix Form Submission.’ This name helps in identifying the workflow later.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select a folder to save your workflow.

Once you have named your workflow, you will need to set up a trigger. For this integration, select ‘Wix Forms’ as your trigger application and choose ‘New Form Submission’ as the trigger event. This ensures that every time a new submission is received, Pabbly Connect will capture it and initiate the workflow.

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3. Setting Up the Trigger in Wix Forms

To set up the trigger in Pabbly Connect, you will receive a webhook URL after selecting the trigger event. Copy this URL as it will be used to connect your Wix Forms to Pabbly Connect. Log in to your Wix Forms account and navigate to the automations section.

In the Wix Forms automations, create a new automation by clicking on the ‘New Automation’ button. Give it a name, such as ‘New Form Submissions’. Select ‘Wix Forms’ as the trigger and choose ‘Form Submitted’. You can set the trigger to apply to any form or a specific one based on your needs.

• Paste the webhook URL from Pabbly Connect.
• Select the form that triggers the automation.
• Activate the automation.

After setting up the trigger, perform a test submission on your Wix form to ensure that the connection is working. This will allow Pabbly Connect to capture the submission data.

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4. Creating a Salesforce Lead from Wix Forms Submissions

Once the trigger is set up and tested, the next step is to create a lead in Salesforce. In your Pabbly Connect workflow, select Salesforce as your action application. Choose the action event as ‘Create Lead’. This step will ensure that every new form submission automatically creates a lead in Salesforce.

To connect Pabbly Connect with Salesforce, click on ‘Connect’ and follow the prompts to authorize the connection. Once connected, you will need to map the fields from your Wix Forms submission to Salesforce fields. This ensures that all relevant data is transferred correctly.

Select the mapping fields such as first name, last name, email, and phone number. Enter any required fields like company name manually if not provided in the form. Save and send a test request to ensure everything is working as expected.

After completing these steps, check your Salesforce account to confirm that the lead has been created successfully based on the test submission from Wix Forms.

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5. Conclusion and Benefits of Using Pabbly Connect

In conclusion, using Pabbly Connect to integrate Wix Forms with Salesforce streamlines the process of lead management. By automating lead creation, businesses can respond faster to inquiries and maintain better organization of leads. The integration ensures that no potential customer slips through the cracks, enhancing overall efficiency.

This tutorial has provided a detailed step-by-step guide on setting up this automation. By following these steps, you can easily create a seamless workflow between Wix Forms and Salesforce using Pabbly Connect.

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This integration not only saves time but also minimizes the risk of errors associated with manual data entry. Start leveraging the power of Pabbly Connect today to optimize your business processes!

Learn how to integrate Elementor forms with Zoho CRM and ActiveCampaign using Pabbly Connect. Automate your real estate lead management effortlessly! Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To automate your real estate lead management, you first need to set up Pabbly Connect. This integration platform allows you to connect various applications seamlessly. Begin by signing up for a free account on Pabbly Connect, which takes just two minutes.

Once you are logged into your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something like ‘Elementor to Zoho CRM and ActiveCampaign’. After naming your workflow, select the appropriate folder in your Pabbly Connect account and click on ‘Create’. This action sets the stage for your automation process.

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2. Connecting Elementor Forms to Pabbly Connect

The next step is to connect your Elementor form to Pabbly Connect. This connection ensures that every new form submission triggers the automation process. Start by selecting Elementor in the trigger step and choose the event as ‘New Form Submission’.

• Select Elementor as the app in Pabbly Connect.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go back to your Elementor form and edit it. In the form settings, navigate to the ‘Actions After Submit’ section, click on the plus button, and select ‘Webhook’. Paste the copied URL into the webhook field and publish the form. This setup allows Pabbly Connect to receive form submissions automatically, triggering the next steps in your automation.

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3. Creating Leads in Zoho CRM with Pabbly Connect

Now that your Elementor form is connected to Pabbly Connect, the next step is to create leads in Zoho CRM. In the action step of your workflow, search for Zoho CRM and select it. Choose the action event as ‘Insert or Update Record’.

Next, connect your Zoho CRM account by clicking on ‘Connect with Zoho CRM’ and entering your Zoho account domain. Once connected, you will need to specify the module name, which should be set to ‘Leads’. You may also need to select the layout and handle duplicate checks based on the email address of the lead.

• Map the first name, last name, email, and mobile number from the Elementor form submission to the corresponding fields in Zoho CRM.
• Set lead status and source according to your preferences.
• Click on ‘Save and Send Test Request’ to ensure everything is working correctly.

Upon successful mapping and testing, a new lead will be created in your Zoho CRM account whenever a form submission is received, demonstrating how Pabbly Connect simplifies lead management.

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4. Adding Contacts in ActiveCampaign Using Pabbly Connect

After successfully creating leads in Zoho CRM, the next step is to add the same leads as contacts in ActiveCampaign using Pabbly Connect. Start by adding another action step in your workflow. Search for ActiveCampaign and select it, then choose the action event as ‘Create or Update Contact’.

Connect your ActiveCampaign account by entering the API key and URL. Ensure you do not include ‘https://’ in the URL field. Once connected, you will need to map the necessary fields from the Elementor form submission to the ActiveCampaign contact fields. This includes first name, last name, email, and any additional details you wish to include.

Map the email address to the corresponding field in ActiveCampaign. Select the contact list where you want to add the new contact. Click on ‘Save and Send Test Request’ to confirm the contact creation.

After testing, you should see the same lead details reflected as a contact in your ActiveCampaign account, showcasing the efficiency of Pabbly Connect in managing your real estate leads across multiple platforms.

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5. Testing Your Automation Workflow in Pabbly Connect

To ensure your automation is working as intended, you should perform a test. Go back to your Elementor form and submit a new lead with different details. This submission should trigger the entire workflow you’ve set up in Pabbly Connect.

After submitting the form, check both your Zoho CRM and ActiveCampaign accounts for the newly created lead and contact. Refresh the pages to see if the new details appear correctly. This step is crucial to confirm that your integration is functioning smoothly and that all data is being transferred accurately.

Once confirmed, you can rest assured that your automation is up and running, allowing you to focus on converting leads rather than managing them manually. The integration through Pabbly Connect streamlines your processes, making lead management efficient and effective.

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Conclusion

Using Pabbly Connect, you can seamlessly integrate Elementor forms with Zoho CRM and ActiveCampaign, automating your real estate lead management. This powerful platform allows you to manage leads efficiently, ensuring that no potential client slips through the cracks. Start automating your workflows today for improved productivity!

Learn how to automate replies to Google Business Profile reviews using Pabbly Connect and Chat GPT. Step-by-step guide to streamline your review management 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 Review Automation

To automate replying to Google Business Profile reviews, we will use Pabbly Connect. Start by signing up for a free account on Pabbly Connect. Once registered, log in to your dashboard and create a new workflow.

Click on the ‘Create Workflow’ button and name it something like ‘Google Business Profile to Chat GPT to Google Sheets’. After naming, select the folder where you want this workflow to reside and click ‘Create’. This sets the stage for connecting your Google Business Profile with Chat GPT through Pabbly Connect.

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2. Trigger Setup with Google Business Profile

The first step in our automation is to set the trigger in Pabbly Connect. Search for ‘Google Business Profile’ in the app selection. Choose the trigger event as ‘New Review’ and click on ‘Connect’.

• Select ‘Add New Connection’.
• Sign in with your Google account and grant necessary permissions.
• Choose the specific Google Business Profile account and location for the automation.

After saving the connection, test the trigger to ensure it captures the latest review details. This step confirms that Pabbly Connect is successfully receiving data from your Google Business Profile.

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3. Generating Replies Using Chat GPT

Next, we will generate replies to the reviews using Chat GPT. In Pabbly Connect, add a new action step and search for ‘Chat GPT’. Select the action event as ‘Ask Chat GPT’ and connect it.

To connect, you will need an OpenAI API key. Log into your OpenAI account, navigate to the API key section, and create a new key. Copy this key back into Pabbly Connect. After connecting, you will specify the AI model you want to use, like GPT-4.

• In the prompt field, instruct Chat GPT to write a concise reply based on the review details.
• Map the star rating and comment from the trigger step to the prompt.
• Save and send the test request to generate the reply.

After testing, you should see a generated reply from Chat GPT that can be posted back to your Google Business Profile. This showcases how Pabbly Connect seamlessly integrates Chat GPT into the review process.

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4. Posting Replies to Google Business Profile

Now that we have the reply generated, the next step is to post it back to the Google Business Profile. In Pabbly Connect, add another action step and select ‘Google Business Profile’ again. This time, choose the action event ‘Create Reply’.

Use the existing connection you made earlier. For the review name, turn on the mapping button and select the unique review ID from the trigger step. Then, map the generated reply from Chat GPT into the reply message field.

After mapping, click ‘Save and Send Test Request’. Verify that the reply has been successfully posted on your Google Business Profile.

This step confirms that Pabbly Connect can automatically manage replies to reviews, enhancing your customer engagement.

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5. Recording Reviews in Google Sheets

Finally, we will log the review and reply details in Google Sheets. Add another action step in Pabbly Connect and search for ‘Google Sheets’. Choose the action event ‘Add New Row’ and connect your Google Sheets account.

Select the spreadsheet where you want to store this data and the specific sheet. Map the relevant fields including the review date, name, star rating, comment, and reply generated by Chat GPT.

Click ‘Save and Send Test Request’ to add the row. Check your Google Sheets to confirm the new row has been added with all details.

This ensures that all reviews and replies are recorded systematically, showcasing how Pabbly Connect aids in efficient data management.

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Conclusion

Using Pabbly Connect, you can efficiently automate the process of replying to Google Business Profile reviews. This integration with Chat GPT and Google Sheets streamlines your review management, saving time and enhancing customer interaction.

Learn how to automate WhatsApp messages for Razorpay payments using Pabbly Connect. This detailed tutorial walks you through each step of the integration process. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by navigating to its official website. Click on the ‘Sign In’ button if you are an existing user or ‘Sign Up for Free’ if you are new. Signing up provides you with 100 free tasks monthly, making it easy to start automating your workflows.

Once logged in, you will see a dashboard displaying various Pabbly applications. For this tutorial, we will focus on using Pabbly Connect to link Razorpay with Pabbly Chatflow. This integration will allow you to send automated WhatsApp messages to customers upon successful payments.

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Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Send WhatsApp Messages on Razorpay Payment’ and select the folder where you want to save it.

This action will take you to the workflow window, which is crucial for setting up triggers and actions. In this case, the trigger will be a payment captured in Razorpay, which will initiate the sending of a WhatsApp message through Pabbly Chatflow.

• Click on ‘Create’ to proceed to the workflow setup.
• Choose Razorpay as your trigger application.
• Select the trigger event as ‘New Payment Captured’.

After selecting the trigger event, you will receive a webhook URL that you will use to connect Razorpay with Pabbly Connect. Keep this URL handy for the next steps.

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Configuring Razorpay Webhook

Now, log into your Razorpay account and navigate to the ‘Settings’ section. From there, go to the ‘Webhooks’ option under the developers’ tab. Click on the ‘Add New Webhook’ button and paste the webhook URL you copied earlier from Pabbly Connect.

When configuring the webhook, you will also need to select the event type. Choose ‘Payment Captured’ to ensure that your workflow in Pabbly Connect is triggered upon successful payments.

• Enter any optional secret and alert email if needed.
• Click on ‘Create Webhook’ to finalize the setup.
• You should see a confirmation message indicating the webhook was created successfully.

At this point, you have established a connection between Razorpay and Pabbly Connect. You will now proceed to test the webhook by making a payment.

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Testing the Integration

To test your integration, create a test payment in Razorpay using the payment page for your product. For example, if you are selling the ‘Natural Glow’ skincare toner, navigate to the payment page and complete a test transaction.

After making the payment, return to your Pabbly Connect workflow. You should see that the details of the payment have been captured, including the order ID and customer information. This confirms that your webhook is functioning correctly and that the integration is set up properly.

Check the captured data in Pabbly Connect to ensure all details are correct. Make sure to note down the customer’s phone number for sending WhatsApp messages.

Once you confirm that the payment details are captured correctly, you can proceed to set up the action step to send WhatsApp messages.

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Sending WhatsApp Messages Using Pabbly Chatflow

Now that you have confirmed the integration is working, it’s time to send automated WhatsApp messages. In your Pabbly Connect workflow, add a new action by selecting Pabbly Chatflow as the action application.

Choose the action event as ‘Send Message’ and connect your Pabbly Chatflow account by entering the API token. This token can be found in your Pabbly Chatflow settings under API settings.

Select the message template you created for order confirmations. Map the phone number and other variables such as customer name and order ID from the previous steps.

After setting up the message details, click on ‘Save and Send Test Request’ to send a test message. If successful, you will see a confirmation that the message was sent, and your customer will receive a WhatsApp message confirming their order.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending WhatsApp messages for Razorpay payments. By following these steps, you can streamline your customer communication and enhance their experience with automated notifications.

Utilizing Pabbly Connect not only saves time but also ensures that customers receive timely updates about their transactions, leading to increased satisfaction and efficiency.