Author: Rajpal Tomar

Learn how to automate sending WhatsApp messages from Google Sheets using Pabbly Connect and Elementor in this step-by-step guide. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages using Pabbly Connect, first visit the Pabbly Connect homepage. Pabbly Connect is a powerful automation tool that allows you to link various applications seamlessly. using Pabbly Connect

Once on the homepage, you can either sign in with your existing account or create a new one by clicking on the ‘Sign Up for Free’ button. After signing in, you can access all the features of Pabbly Connect, including the ability to create workflows that integrate applications like WhatsApp and Elementor.

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2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you can create a new workflow by selecting the ‘Create Workflow’ button. This is where you will define how WhatsApp messages will be sent when a new form is submitted via Elementor. using Pabbly Connect

• Click on ‘Create Workflow’ and name it, e.g., ‘Send WhatsApp Message on Elementor Form Submission’.
• Select a folder for organization, such as ‘WhatsApp Marketing’.
• You will see two sections: Trigger and Action.

In the Trigger section, select Elementor as the application that will initiate the workflow. This setup allows Pabbly Connect to listen for new submissions from your Elementor forms, ensuring that every lead receives a WhatsApp message promptly.

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3. Configuring Elementor Forms with Pabbly Connect

To connect Elementor forms with Pabbly Connect, you need to set up a webhook URL. This URL acts as a bridge for transferring data from Elementor to Pabbly Connect whenever a form submission occurs. using Pabbly Connect

In your Elementor form settings, navigate to the ‘Actions After Submit’ section and add a webhook. Paste the webhook URL provided by Pabbly Connect into the appropriate field. This integration allows Pabbly Connect to capture all the details entered by the user in the form.

• Select the form you want to connect.
• Add the webhook option in the Actions After Submit settings.
• Publish the form to save changes.

Once the form is published, Pabbly Connect will be ready to capture submissions made through this Elementor form, creating a seamless flow of data.

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4. Sending WhatsApp Messages Using Pabbly Chatflow

With the connection established, the next step is to configure Pabbly Chatflow to send WhatsApp messages. In the Action section of your workflow, select Pabbly Chatflow as the application to send messages through WhatsApp. using Pabbly Connect

You will need to set up a new connection by entering your WhatsApp Business API credentials, including the access token and phone number ID. This allows Pabbly Connect to send messages directly to your leads via WhatsApp.

Choose ‘Send Cur Request’ as the action event. Map the lead’s phone number and other details from the previous step. Create a message template for personalization.

After setting up the message template and mapping the necessary fields, you can test the workflow to ensure that the WhatsApp messages are sent successfully whenever a new lead submits the form.

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5. Testing the Integration and Finalizing the Setup

Once you have configured both the Elementor form and Pabbly Chatflow, it’s essential to test the entire workflow. Submit a test entry in your Elementor form to see if Pabbly Connect captures the data and sends a WhatsApp message as expected. using Pabbly Connect

If everything is set up correctly, you will see the message received on WhatsApp with the details filled in from the form submission. Pabbly Connect will automate this process, ensuring that every lead receives a prompt response.

To finalize your setup, ensure that all connections are saved and that your workflows are activated. This automation will help streamline your communication and improve lead engagement for your business.

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Conclusion

In this tutorial, we explored how to automate sending WhatsApp messages using Pabbly Connect and Elementor. By following these steps, you can enhance your lead engagement process and ensure timely communication with potential customers.

Learn how to seamlessly integrate LinkedIn Lead Gen Forms with Mailgun using Pabbly Connect for automated email 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 Integration

To start integrating LinkedIn Lead Gen Forms with Mailgun, first, access Pabbly Connect. Visit the Pabbly Connect website and log into your account. If you are a new user, you can sign up for free and get 100 tasks per month.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can see various applications available for integration. Click on the ‘Access Now’ button for Pabbly Connect to begin the setup process.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear prompting you to enter a workflow name.

• Name your workflow: ‘Create Mailgun Subscriber from LinkedIn Lead Gen Forms Leads’.
• Select a folder to save your workflow, such as ‘LinkedIn Leads Automations’.
• Click the ‘Create’ button to finalize your workflow creation.

Your workflow is now created, and you will see two main windows: one for the trigger and another for the action. This setup is essential for automating the process between LinkedIn Lead Gen Forms and Mailgun using Pabbly Connect.

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3. Setting Up the Trigger in Pabbly Connect

For the trigger application, select ‘LinkedIn Lead Gen Forms’. This allows Pabbly Connect to capture new leads generated through your LinkedIn ads. Choose the trigger event as ‘New Lead Gen Form Response’.

Next, click on the ‘Connect’ button to establish a connection with LinkedIn Lead Gen Forms. You can add a new connection or select an existing one. After successfully authorizing, select your account and the lead form you wish to use.

• Select your LinkedIn account (e.g., ‘PAB Ads Account’).
• Choose the lead form you created (e.g., ‘Lead Form’).
• Click on ‘Save and Send Test Request’ to capture the last lead generated.

Make sure to generate a test lead using your LinkedIn lead form before clicking the test request. This will ensure that the data is captured correctly in Pabbly Connect.

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4. Setting Up the Action in Pabbly Connect

After setting up the trigger, it’s time to configure the action step. Select ‘Mailgun’ as the action application. For the action event, choose ‘New Mailing List Member’ to add the captured lead as a subscriber.

Click on the ‘Connect’ button to link Mailgun with Pabbly Connect. You will need to enter your Mailgun API key and domain details. Follow the prompts to retrieve these details from your Mailgun account.

Get your API key from the ‘API Security’ section in Mailgun. Choose the correct Mailgun host based on your account region (US or EU). Select the mailing list where you want to add the new subscriber.

After entering all necessary details, click on ‘Save and Send Test Request’ to verify the setup. This will create a new subscriber in your Mailgun account based on the lead information captured from LinkedIn using Pabbly Connect.

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5. Testing and Verifying the Integration

Once you have set up both the trigger and action, it’s crucial to test the integration. After saving your test request, check your Mailgun account to see if the new subscriber has been successfully created.

Refresh the mailing list in Mailgun to verify that the test lead appears as a new subscriber. You should see the subscriber’s name and email address reflected accurately. This confirms that the integration between LinkedIn Lead Gen Forms and Mailgun through Pabbly Connect is functioning correctly.

By following these steps, you have successfully automated the process of adding leads from LinkedIn directly into your Mailgun account, streamlining your email marketing efforts.

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Conclusion

In this tutorial, we explored how to integrate LinkedIn Lead Gen Forms with Mailgun using Pabbly Connect. By automating this process, you can efficiently manage your email campaigns and engage with leads instantly.

Learn how to automate adding new leads from Typeform to Mailgun using Pabbly Connect in this detailed tutorial. Follow the steps for seamless integration. 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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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, you need to access the platform by typing the URL Pabbly.com/connect in your browser. Once there, you will see options to sign in or sign up for free.

If you’re a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply sign in. After signing up, you will receive 100 free tasks every month to explore the automation capabilities of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Mailgun Member on Typeform Submission’.

Next, select a folder for your workflow. Choose a relevant folder, such as ‘Email Marketing Automation’, and click on ‘Create’. This will open a new screen with two main windows: trigger and action.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select the relevant folder for organization.

With your workflow set up, you are now ready to define the trigger and action that will automate the lead addition process.

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3. Setting Up the Trigger with Typeform

In the trigger section, select Typeform as your trigger application. Then, choose the event that will activate the workflow, which is ‘New Entry’ in this case. This means your workflow will start whenever a new form submission is made.

Click on the ‘Connect’ button to establish a connection between Typeform and Pabbly Connect. Choose ‘Add New Connection’ and log into your Typeform account to authorize the connection. After successful authorization, select the specific form you want to connect, such as the ‘Inquiry Form’.

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

Once the form is connected, test the submission to ensure that Pabbly Connect captures the response accurately. This step is crucial for the workflow to function correctly.

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4. Adding Action to Create a Member in Mailgun

With the trigger set up, it’s time to add the action step. Select Mailgun as your action application and choose ‘Create New Mailing List Member’ as the action event. This will allow you to add new leads to your mailing list automatically.

Click ‘Connect’ to set up the connection between Mailgun and Pabbly Connect. You will need to provide your Mailgun API key, domain name, and host. These details can be found in your Mailgun account under the API security section.

Select Mailgun as the action application. Choose ‘Create New Mailing List Member’ as the action event. Input your Mailgun API details correctly.

After connecting Mailgun, map the email address and other relevant details from the Typeform submission to ensure accurate data transfer.

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5. Testing the Integration and Finalizing

Now that you have set up both the trigger and action, it’s time to test the integration. Submit a test entry through your Typeform to see if the lead is added to Mailgun as expected. Check your Mailgun mailing list to confirm the new member appears.

If the integration is successful, you will see the new lead added to the specified mailing list in Mailgun. This confirms that Pabbly Connect has effectively automated the process of adding new leads from Typeform to Mailgun.

Repeat the test with different entries to ensure consistency and reliability. Once satisfied, your workflow is ready to automate the lead generation process for your business.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate adding new leads from Typeform to Mailgun. By following these steps, you can enhance your workflow efficiency and streamline your lead management process effectively.

Learn how to integrate URL with Cloud API Using Pabbly Connect to send automated WhatsApp messages to Google Ads leads seamlessly. Follow this detailed tutorial for step-by-step guidance. with Pabbly Connect.

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1. Introduction to URL and Cloud API Integration

The integration of URL with Cloud API is essential for automating processes in businesses. By connecting these applications, you can send automated WhatsApp messages to leads generated through Google Ads. This integration allows for immediate interaction, enhancing customer engagement.

Using the Pabbly Connect platform, you can streamline this integration process without needing programming skills. This tutorial will guide you through each step to set up the automation effectively.

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2. Setting Up Your Pabbly Connect Account

To begin, you must first create an account on Pabbly Connect. Visit the Pabbly Connect homepage and choose to sign up for a free account. Once registered, you will receive 100 free tasks every month, allowing you to explore the platform’s capabilities.

After signing in, you will access the dashboard where you can manage your applications. Here’s what you need to do:

• Click on the ‘Create Workflow’ button on the top right corner.
• Name your workflow, such as ‘Send WhatsApp Message to Google Ads Leads’.
• Select an appropriate folder to save your workflow.

With these steps, your Pabbly Connect account is set up, and you are ready to create a workflow that connects Google Ads with WhatsApp messages.

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3. Creating a Workflow to Capture Google Ads Leads

Now, let’s focus on creating the workflow that will trigger when you receive a new lead from Google Ads. This is done by selecting Google Ads as your trigger application in Pabbly Connect.

Follow these steps to set up your trigger:

• Select ‘Google Ads’ as the trigger application.
• Choose the trigger event as ‘New Lead Form Entry’.
• Copy the Webhook URL provided for the next steps.

After setting up the trigger, you will need to integrate this Webhook URL into your Google Ads account to ensure that it captures new leads accurately.

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4. Integrating Webhook URL into Google Ads

With your Webhook URL copied, the next step involves setting it up in Google Ads. This integration allows Google Ads to send lead data to Pabbly Connect automatically.

Here’s how to do it:

Log in to your Google Ads account and navigate to your lead forms. Create a new lead form and select fields like name, phone number, and email. In the lead delivery options, paste your Webhook URL.

After completing these steps, your Google Ads account will be successfully integrated with Pabbly Connect, capturing leads in real-time.

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5. Sending Automated WhatsApp Messages through Pabbly Connect

Now that you have set up the integration, the final step is to send automated WhatsApp messages to your leads. This is done using the Pabbly Chatflow application within Pabbly Connect.

To set this up, follow these steps:

Select ‘Pabbly Chatflow’ as your action application. Choose the action event as ‘Send Message’. Map the lead’s phone number and name to personalize the message.

Once configured, your WhatsApp messages will be sent automatically to new leads, ensuring timely communication and engagement.

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Conclusion

In this tutorial, we explored how to integrate URL with Cloud API Using Pabbly Connect, focusing on sending automated WhatsApp messages to Google Ads leads. By following these steps, you can enhance lead engagement and streamline your communication processes effectively.

Learn how to integrate Automation, URL, PHP, and more Using Pabbly Connect. Follow this detailed tutorial for seamless invoice creation and management. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up Automation for Invoice Creation

Automation is key for streamlining processes, especially when creating invoices. In this section, we will set up an automation that generates invoices in Zero for each submission made through a Paper form.

To begin, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ option. Name the workflow ‘Create Zero Invoice on Paper Form Submission’ and select an appropriate folder for financial management.

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2. Defining Trigger and Action in Automation

In this step, we will define the trigger and action in our automation workflow. The trigger will be the submission of the Paper form, and the action will be creating an invoice in Zero.

• Select ‘Paper Form’ as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided for integration.

After copying the webhook URL, go to your Paper form account and edit the specific form you want to connect. In the integrations section, paste the webhook URL and select ‘New Submission’ as the trigger event. This step ensures that every time a form is submitted, the data will be sent to Pabbly Connect.

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3. Testing the Integration with Paper Form

Once the trigger is set, it’s crucial to test the integration to ensure everything is working correctly. After setting the webhook in your Paper form, submit a test entry.

Return to Pabbly Connect and check for the response from the webhook. You should see the details of the submission captured, including the student’s name, email, and phone number. This confirms that the connection between Paper form and Pabbly Connect is successful.

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4. Creating Invoice in Zero from Paper Form Submission

Now that we have confirmed the trigger works, we can set up the action to create an invoice in Zero. Select Zero as your action application and choose the action event ‘Create Invoice’.

To connect Zero with Pabbly Connect, click on ‘Add New Connection’ and authorize the connection. Once connected, you can start mapping the fields from the Paper form submission to the invoice fields in Zero. Ensure to map the student’s name, email, and course details accurately.

• Select the organization in Zero.
• Map the name and email from the previous response.
• Set the invoice status to draft and fill in the line item description.

After filling in the necessary details, click on ‘Save and Send Test Request’. This will create the invoice in Zero for the submitted form.

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5. Final Testing and Automation Confirmation

With the invoice creation process in place, it’s time to test the entire automation. Submit another test entry through the Paper form to see if a new invoice is created in Zero.

After submitting the form, check your Zero account under the invoices section. You should see a new draft invoice created automatically for the latest submission. This confirms that the automation is functioning correctly, linking Paper form submissions to invoice generation in Zero.

By following these steps, you can set up a seamless integration between Pabbly Connect, Paper form, and Zero for efficient financial management, allowing you to automate invoice creation without any manual effort.

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Conclusion

In this tutorial, we explored how to integrate Automation, URL, and PHP Using Pabbly Connect to streamline invoice creation. By following these steps, you can automate your financial management processes effectively.

Learn how to automate WhatsApp messages from Google Forms submissions using Pabbly Connect. Step-by-step guide to streamline your customer communication. 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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1. Accessing Pabbly Connect for Integration

To start automating WhatsApp messages from Google Forms submissions, you need to access Pabbly Connect. First, navigate to the Pabbly Connect website and log in or sign up for a free account. Once logged in, you can create your first workflow.

After accessing your dashboard, click on the ‘Create Workflow’ button in the top right corner. You will be prompted to name your workflow and select a folder for organization. For example, name it ‘Send WhatsApp Message on Google Form Submission’ and choose a folder like ‘Pabbly Chatflow Automations’.

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2. Setting Up the Trigger with Google Forms

In this section, we will set up the trigger step using Google Forms in Pabbly Connect. The trigger application is crucial as it detects when a new form submission occurs. Choose Google Forms as your trigger application and select the event ‘New Response Received’.

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

Next, go to your Google Form, navigate to the ‘Responses’ section, and link it to a new Google Sheets document. This will ensure that all responses are captured in a spreadsheet, which will then be connected to Pabbly Connect.

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3. Connecting Google Sheets to Pabbly Connect

After linking your Google Form to Google Sheets, you need to connect this spreadsheet to Pabbly Connect. This is done by using the Pabbly Connect Webhooks add-on. Go to the ‘Extensions’ menu in Google Sheets, select ‘Add-ons’, and install the Pabbly Connect Webhooks add-on if you haven’t done so already.

Once installed, go back to the ‘Extensions’ menu, find Pabbly Connect Webhooks, and click on ‘Initial Setup’. Paste the copied webhook URL and set the trigger column to the final data column where responses will be recorded. For example, if your final data is in column E, enter ‘E’ as the trigger column.

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4. Testing the Submission and Setting Up the Action with Pabbly Chatflow

Now that you have set up your trigger, it’s time to test the integration. Submit a test response in your Google Form to see if Pabbly Connect captures it. Once you submit the test, check the Pabbly Connect dashboard to verify that the response is recorded correctly.

• Ensure the response appears in Pabbly Connect as expected.
• Proceed to set up the action step by selecting Pabbly Chatflow.
• Choose the action event as ‘Send Cur Request’.

Next, connect your Pabbly Chatflow account by entering the required API token. This token is essential for sending WhatsApp messages through the Pabbly Chatflow integration.

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5. Finalizing the WhatsApp Message Setup

With the action step connected, you can now configure the WhatsApp message that will be sent to your leads. In the body of the message, include personalized details such as the lead’s name. Use the variable format with curly brackets to insert dynamic content.

After setting up your message template, click on the ‘Save and Send Test Request’ button to send a test message. Make sure to replace any dummy numbers with your actual phone number to verify that the message is received correctly.

Once you confirm that the test message has been sent successfully, your integration between Google Forms and WhatsApp via Pabbly Connect is complete. This automation will enhance your customer engagement by providing immediate responses to leads.

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Conclusion

In this tutorial, we explored how to automate WhatsApp messages from Google Forms submissions using Pabbly Connect. This integration streamlines customer communication and enhances lead management, ensuring prompt responses to inquiries.

Learn how to automate adding leads and inquiries from IndiaMART to Salesforce using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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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Setting Up Pabbly Connect for Automation

To automate lead management, the first step is to set up Pabbly Connect. This tool allows you to connect your IndiaMART leads directly to Salesforce, enhancing your transport and shipping business efficiency. Start by signing into your Pabbly account.

Once logged in, navigate to the dashboard. Click on Pabbly Connect to access the workflow options. Here, you will create a new workflow specifically for integrating IndiaMART with Salesforce.

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Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the option to create a new workflow. Name your workflow something descriptive, like ‘IndiaMART Leads to Salesforce’. This helps in easily identifying the workflow later.

Next, select the trigger application. In this case, choose IndiaMART as the trigger app. The trigger will activate whenever a new lead or inquiry is received. Ensure you have the correct API key or URL for integration.

• Select IndiaMART as the trigger application.
• Set the trigger event to ‘New Lead’.
• Connect your IndiaMART account with the API key.

Once you have set the trigger, proceed to test it to ensure that it captures leads correctly. This step is crucial for confirming that your workflow is functioning as intended.

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Connecting Salesforce with Pabbly Connect

Next, you need to connect Salesforce to your Pabbly Connect workflow. Click on the action step and select Salesforce as the action application. This integration will allow you to automatically add new leads to your Salesforce account.

In the action event, choose ‘Create Lead’. This option will create a new lead entry in Salesforce whenever a new inquiry is received from IndiaMART. Make sure to authorize your Salesforce account with Pabbly Connect by logging in and allowing necessary permissions.

• Select Salesforce as the action application.
• Choose ‘Create Lead’ as the action event.
• Authorize your Salesforce account.

After connecting Salesforce, you will need to map the fields from IndiaMART to Salesforce. This ensures that all relevant data is transferred correctly, such as the lead’s name, contact information, and inquiry details.

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Testing the Workflow in Pabbly Connect

Once your workflow is set up, it’s time to test it. Go back to your Pabbly Connect dashboard and initiate a test submission. This step will help verify that the integration works seamlessly.

Check your Salesforce account to ensure the new lead appears correctly. If the lead is added successfully, your workflow is functioning as expected. If not, review the mapping and settings in Pabbly Connect to troubleshoot any issues.

Testing is crucial for ensuring that your automation runs smoothly. Make sure to conduct multiple tests with different lead data to confirm everything works as intended. Once satisfied, you can activate the workflow for real-time use.

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Conclusion

In conclusion, automating the process of adding leads from IndiaMART to Salesforce using Pabbly Connect streamlines your operations. This integration allows for efficient lead management, ensuring no inquiries are missed while saving time and resources. Start automating your workflow today for better business performance.

Learn how to automate team notifications for Cashfree payments to Discord using Pabbly Connect in this 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 Cashfree and Discord Integration

To start automating notifications for Cashfree payments, you need to set up Pabbly Connect. This tool allows you to create workflows without any coding skills. Begin by signing into your Pabbly account and navigating to the dashboard.

Once on the dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Choose a name that reflects its purpose, such as ‘Notify Team on Discord for Cashfree Payments.’ After naming, select the folder where you want to save this workflow.

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2. Creating the Trigger for Cashfree Payments

Now that you have set up the workflow, it’s time to create a trigger. The trigger will initiate the workflow every time a new payment is received in your Cashfree account. Select ‘Cashfree’ as your trigger application. using Pabbly Connect

• Choose ‘New Payment’ as the trigger event.
• Connect your Cashfree account using the provided API key.
• Test the connection to ensure it’s working properly.

After setting up the trigger, you can test it by making a dummy payment through your Cashfree account. This will allow you to see if the trigger activates correctly and sends the necessary data to Pabbly Connect.

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3. Setting Up the Action to Notify Discord

The next step is to configure the action that will notify your team on Discord. For this, select ‘Discord’ as your action application. Choose the action event as ‘Send Channel Message.’ This will allow you to send a message to a specific channel in your Discord server. using Pabbly Connect

You will need to authorize your Discord account by logging in and allowing Pabbly Connect access. After authorization, select the channel where you want the notifications to be sent. Draft the message you want to send, including dynamic fields from the Cashfree payment data.

• Include details such as the payment amount, user name, and email address.
• Make sure to format the message clearly for easy reading.

After drafting the message, test this action to ensure that the message is sent successfully to your Discord channel. This will confirm that your integration is working as intended.

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4. Finalizing the Workflow and Testing

With both the trigger and action set up, it’s time to finalize your workflow. Review all the settings to ensure everything is configured correctly. Make any necessary adjustments to the message format or data fields to ensure accurate notifications. using Pabbly Connect

Once you are satisfied with the setup, activate the workflow. This will enable the automation, allowing notifications to be sent to your Discord channel every time a payment is received through Cashfree. Conduct a final test by making another dummy payment to verify that the notification is sent as expected.

If the notification appears in your Discord channel, your workflow is successfully set up! You can now manage payments efficiently without manual notifications.

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Conclusion

In this tutorial, we covered how to automate team notifications for Cashfree payments to Discord using Pabbly Connect. By following these steps, you can streamline your payment notifications and enhance team communication effortlessly.

Learn how to integrate Indi M with WhatsApp using Pabbly Connect for automated messaging. Step-by-step guide to streamline your event planning inquiries. 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 Integration

To automate WhatsApp messages to Indi M leads, you first need to access Pabbly Connect. Begin by opening your browser and searching for the Pabbly Connect landing page. You will see two options: ‘Sign In’ and ‘Sign Up for Free.’ If you are a new user, select ‘Sign Up for Free’ to enjoy 100 free tasks every month.

For existing users, click on ‘Sign In.’ Once logged in, you will see all Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to enter your dashboard. Here, you can create a new workflow by clicking the ‘Create a Workflow’ button and naming it appropriately, such as ‘WhatsApp Messages for Indi M Leads.’ This setup is critical for automating your messaging process.

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2. Setting Up the Trigger in Pabbly Connect

After creating your workflow in Pabbly Connect, it’s time to set up the trigger. The trigger is what starts the workflow when a new lead is captured in Indi M. Select Indi M as your trigger application and choose the trigger event as ‘New Lead Captured.’ This will initiate the workflow each time a new inquiry is received.

• Search for Indi M in the trigger application list.
• Select ‘New Lead Captured’ as the trigger event.
• Copy the provided webhook URL for later use.

Once you have copied the webhook URL, log into your Indi M account. Navigate to the Lead Manager section, select ‘Import/Export Leads,’ and click on ‘Push API.’ Here, you will set up the connection with Pabbly Connect by pasting the webhook URL you copied earlier.

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3. Connecting Indi M to Pabbly Connect via Webhook

To finalize the connection between Indi M and Pabbly Connect, you need to configure the webhook listener. In the Push API settings, select ‘Other’ as the source and enter ‘Pabbly Connect’ as the CRM platform name. Paste the copied webhook URL into the designated field.

• Choose ‘Other’ for the source option.
• Enter ‘Pabbly Connect’ in the CRM platform name field.
• Click ‘Save Details’ to complete the setup.

After saving, you will be prompted to generate an OTP. Click on the button to receive the OTP, enter it, and submit. This action will activate the integration, and you will see a confirmation that the integration is live. With this, you have successfully connected Indi M to Pabbly Connect.

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4. Sending WhatsApp Messages Using Pabbly Connect

Now that you have set up the trigger, the next step is to send WhatsApp messages to your leads. In Pabbly Connect, add WhatsApp Cloud API as your action application. Choose the action event as ‘Send Template Message.’ This will allow you to send automated messages to the leads captured from Indi M.

Click on ‘Connect’ to establish a connection with WhatsApp Cloud API. If you have not connected it previously, you will need to input your access token, phone number ID, and WhatsApp business account ID. You can find detailed instructions on how to obtain these credentials in the Pabbly Forum.

Input your WhatsApp Cloud API credentials. Select the template you wish to use for messaging. Map the recipient’s mobile number from the previous response.

After setting up the template and recipient details, click on ‘Save and Send Test Request.’ If successful, you will receive a confirmation message in your WhatsApp, indicating that the automated message has been sent to your lead. This confirms that your workflow is functioning correctly.

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5. Conclusion

In conclusion, using Pabbly Connect to automate WhatsApp messages to Indi M leads streamlines your communication process. By following the steps outlined, you can ensure that every inquiry receives a prompt response, enhancing customer engagement and efficiency. Automating such tasks allows you to focus on other aspects of your business while maintaining effective communication with your leads.

Learn how to create or update Brevo contacts automatically from LinkedIn Lead Gen Forms using Pabbly Connect. Step-by-step tutorial included. 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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Accessing Pabbly Connect for Integration

To create or update Brevo contacts from LinkedIn Lead Gen Forms leads, you first need to access Pabbly Connect. Start by visiting the Pabbly website and selecting the option to sign in if you are an existing user.

If you are new, you can sign up for free and explore the features offered by Pabbly Connect. Once logged in, navigate to the dashboard where you can create a new workflow for your automation.

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Creating a Workflow in Pabbly Connect

To initiate the integration process, click on the blue button labeled ‘Create Workflow’ in Pabbly Connect. You will be prompted to enter a name for your workflow, such as ‘Create or Update Brevo Contact from LinkedIn Lead Gen Forms Leads’. Select the appropriate folder for your workflow and hit ‘Create’.

This action opens the workflow window where you will set up the trigger and action. The trigger will be based on responses from LinkedIn Lead Gen Forms, while the action will involve creating or updating contacts in Brevo. This setup is crucial for automating lead management.

• Click on ‘Create Workflow’.
• Enter a workflow name.
• Select the folder for your workflow.

After setting up the workflow, you can proceed to select LinkedIn Lead Gen Forms as your trigger application. This selection is vital for capturing new leads automatically.

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Setting Up the Trigger in Pabbly Connect

After selecting LinkedIn Lead Gen Forms as the trigger application in Pabbly Connect, you must choose the trigger event. In this case, select ‘New Lead Form Response’. Click on ‘Connect’ to establish a connection with your LinkedIn account.

If you have not connected your LinkedIn account before, you will need to add a new connection. Sign in with your LinkedIn credentials to authorize the connection. Once connected, choose the specific LinkedIn Lead Gen Form that you want to use for this automation.

• Select ‘New Lead Form Response’ as the trigger event.
• Click on ‘Connect’ to link your LinkedIn account.
• Choose the specific Lead Gen Form.

Make sure to save and send a test request to ensure that Pabbly Connect can capture the latest lead response from LinkedIn. This is an essential step to verify that the integration is functioning correctly.

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Configuring Brevo Integration in Pabbly Connect

Once the trigger is set up, the next step is to configure the action in Pabbly Connect. Select Brevo as the action application and choose the action event as ‘Create or Update Contact’. Connect your Brevo account by entering the required API key and domain.

To obtain the API key, navigate to your Brevo account settings and generate a new key. Copy this key and paste it into the relevant field in Pabbly Connect. Ensure you map the email address and other required fields from the LinkedIn Lead Gen Forms response to Brevo.

Select ‘Create or Update Contact’ as the action event. Enter your Brevo API key and domain. Map the fields from LinkedIn to Brevo.

After mapping the fields, save the changes and send a test request to verify that a new contact is created or updated in Brevo based on the LinkedIn Lead Gen Form response.

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Verifying Integration Success

To confirm that the integration between LinkedIn Lead Gen Forms and Brevo via Pabbly Connect is successful, check your Brevo account for the new contact. Refresh the contacts list in Brevo to see if the details from the LinkedIn submission have been added correctly.

If the contact appears in your Brevo account, it indicates that the automation is working as intended. This seamless integration allows you to manage leads without manual intervention, making your workflow efficient and effective.

With this setup, Pabbly Connect will automatically trigger every time a new lead is submitted through LinkedIn, ensuring that your marketing list is always up-to-date.

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Conclusion

Integrating LinkedIn Lead Gen Forms with Brevo using Pabbly Connect automates the process of creating or updating contacts. This tutorial provides a step-by-step guide to streamline your lead management workflow effectively.