Author: Rajpal Tomar

Learn how to automate the creation of Grist records from Paperform submissions using Pabbly Connect. Follow this step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

---

1. Introduction to Pabbly Connect for Automation

Pabbly Connect is an essential tool for automating tasks between different applications. In this tutorial, we will explore how to create a Grist record automatically when a new submission is made through Paperform. This integration streamlines the process, eliminating manual entry and ensuring that all data is organized efficiently.

By using Pabbly Connect, you can connect Paperform with Grist to automatically add new records every time a form is submitted. This saves time and reduces errors, allowing for better management of incoming inquiries and leads.

---

2. Setting Up Pabbly Connect

To begin using Pabbly Connect, first, sign up or log in to your account. Once you are on the dashboard, click on the ‘Create Workflow’ button to start building your integration. Name your workflow appropriately, such as ‘Create Grist Record on Paperform Submission.’ Select the folder where you want to save this workflow.

• Sign up or log in to Pabbly Connect.
• Click on ‘Create Workflow’ and name it.
• Select a folder to save the workflow.

After creating the workflow, you will see options to set up a trigger and an action. The trigger will be Paperform, and the action will be Grist. This setup allows you to automate the process efficiently.

---

3. Configuring Paperform Trigger in Pabbly Connect

In the trigger section of your workflow, select Paperform as the application. Choose the trigger event as ‘New Form Submission.’ This event will initiate the workflow whenever a new submission is received through your Paperform.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting Paperform to Pabbly Connect. Copy this webhook URL and head to your Paperform account to set up the integration.

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

In your Paperform account, navigate to the form settings, select ‘After Submission,’ and then choose ‘Integrations’ followed by ‘Webhooks.’ Paste the webhook URL you copied from Pabbly Connect and configure the trigger event to match.

---

4. Connecting Grist as the Action in Pabbly Connect

After setting up the Paperform trigger, the next step is to configure Grist as the action application in Pabbly Connect. Select Grist and then choose the action event as ‘Create a Record.’ This action will create a new record in Grist each time a form submission occurs.

To connect Grist with Pabbly Connect, you will need to enter your API token. You can find this in your Grist account under profile settings. After copying the API token, return to Pabbly Connect and paste it to establish the connection.

Select Grist as the action application. Choose ‘Create a Record’ as the action event. Enter your API token to connect Grist.

Once connected, specify the document and table where the new records will be created. Map the fields from the Paperform submission to the corresponding fields in Grist to ensure that the data is transferred accurately.

---

5. Testing and Finalizing the Integration

With both the trigger and action configured, it’s time to test your integration. Go back to your Paperform and submit a test entry. This will send data to Pabbly Connect, which will then create a new record in Grist.

Check your Grist account to confirm that the new record has been created successfully with all the submitted details. If everything works as expected, your automation is complete. You can now enjoy a seamless workflow where new submissions in Paperform automatically create records in Grist.

Submit a test entry in Paperform. Check Grist for the new record. Confirm all details are correctly mapped.

With this setup, you have successfully integrated Paperform and Grist using Pabbly Connect, allowing for efficient data management and automation.

---

Conclusion

This tutorial has guided you through the process of creating Grist records from Paperform submissions using Pabbly Connect. By automating this workflow, you can streamline your data management and enhance productivity.

Utilizing Pabbly Connect for integration not only saves time but also reduces the potential for errors in data entry. Start automating your workflows today for better efficiency!

Learn how to automate adding IndiaMART leads to Salesforce using Pabbly Connect for your cookies business. Step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

---

1. Introduction to Pabbly Connect for Integration

In this tutorial, we will learn how to use Pabbly Connect to integrate IndiaMART leads into Salesforce for a cookies business. This automation will allow you to manage leads more efficiently, ensuring no inquiries are missed.

To get started, access Pabbly Connect by visiting the official website. You can sign up for a free account, which offers 100 tasks per month to explore the platform. Once logged in, you will be able to create workflows that automate various tasks between applications.

---

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Add IndiaMART Leads to Salesforce for Cookies Business,’ and select an appropriate folder for organization.

• Click on the ‘Create’ button to initiate your workflow.
• Set up a trigger by selecting IndiaMART as the application.
• Choose the trigger event as ‘New Leads’ to capture inquiries automatically.

After setting up the trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your IndiaMART account to Pabbly Connect. Copy this URL for the next steps in the integration process.

---

3. Connecting IndiaMART to Pabbly Connect

Next, you will connect your IndiaMART account to Pabbly Connect. Log into your IndiaMART seller account and navigate to the ‘Lead Manager’ section. From there, select ‘Import/Export Leads’ and then click on ‘Push API’.

• Set the source as ‘Other’ in the dropdown menu.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the webhook URL from Pabbly Connect into the webhook listener URL field.

After entering the details, click on ‘Save Details’. IndiaMART will prompt you to generate an OTP for verification. Enter the OTP received on your phone to complete the connection, allowing Pabbly Connect to listen for new leads.

---

4. Creating Leads in Salesforce Using Pabbly Connect

Once your IndiaMART account is connected, the next step is to set up Salesforce as the action application in Pabbly Connect. Select Salesforce and choose the action event as ‘Create a Lead’. This will ensure that every new lead captured from IndiaMART is automatically added to your Salesforce account.

To connect Salesforce, click on ‘Connect with Salesforce’ and grant the necessary permissions. After successfully connecting, you will map the lead data from IndiaMART to Salesforce fields, ensuring that details such as name, company, and contact information are accurately transferred.

Map the lead’s name and company from the incoming data. Select the appropriate lead status and source. Ensure all required fields are filled before saving the lead.

After mapping all necessary fields, click on ‘Save and Send Test Request’. This action will create a new lead in Salesforce, confirming that the integration with Pabbly Connect is functioning correctly.

---

5. Testing the Integration and Final Confirmation

To verify that everything is working as intended, generate a test lead in your IndiaMART account. Submit a query that mimics a real inquiry, and check if it appears in your Salesforce account. This step is crucial for ensuring that the integration through Pabbly Connect is seamless and effective.

Once the test lead is submitted, return to Salesforce and refresh the page to see if the new lead has been created. You should see the lead details populated correctly, confirming that Pabbly Connect has successfully automated the process of adding leads from IndiaMART to Salesforce.

If the test is successful, you can now rely on this automation to manage your leads efficiently. This integration will save you time and help you maintain strong relationships with potential customers.

---

Conclusion

In conclusion, integrating IndiaMART leads into Salesforce using Pabbly Connect streamlines your lead management process. By automating this workflow, you can ensure every inquiry is captured and organized, allowing you to focus on growing your cookies business.

Learn how to automate customer creation in BigCommerce from Google Forms submissions using Pabbly Connect with this detailed tutorial. No coding required! 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

---

Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. First, open your browser and navigate to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button. This will allow you to create a new account in just a couple of minutes, and you will receive 100 free tasks monthly. For existing users, simply click ‘Sign In’ to log into your account. Once logged in, you can access the Pabbly Connect dashboard to create your workflows.

---

Creating a Workflow in Pabbly Connect

After accessing the dashboard of Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. For this tutorial, name it ‘Create BigCommerce Customers on Google Form Submission’.

Next, select a folder to save your workflow. You can create a specific folder for e-commerce automations. Once you have named your workflow and selected the folder, click ‘Create’. You will see two main sections: Trigger and Action. The trigger is the event that starts the workflow, while the action is what happens as a response.

---

Setting Up the Trigger with Google Forms

The first step in your workflow is to set up the trigger. For this integration, select ‘Google Forms’ as your trigger application. The trigger event should be set to ‘New Response Received’, which captures the form submission.

After selecting the trigger event, you will be provided with a webhook URL. This URL will connect your Google Forms to Pabbly Connect. Copy this webhook URL and proceed to your Google Forms. In your Google Forms, navigate to the ‘Responses’ section and click on ‘Link to Sheets’ to create a new Google Sheets document that will store the form responses.

• Open Google Forms and click on the ‘Responses’ tab.
• Click on ‘Link to Sheets’ and create a new spreadsheet.
• Submit a test response to ensure data is being recorded.

This will allow the data from new form submissions to be recorded in Google Sheets, which will then be sent to Pabbly Connect automatically.

---

Configuring Google Sheets to Send Data to Pabbly Connect

Once you have linked your Google Form to Google Sheets, you need to set up a connection to send data to Pabbly Connect. Go to the Google Sheets where your form responses are recorded. Click on ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it.

After installing the add-on, refresh your Google Sheets. Under ‘Extensions’, you will now see ‘Pabbly Connect Webhooks’. Click on ‘Initial Setup’ and enter the webhook URL you copied earlier. Specify the trigger column, which is the last column in your sheet that will contain data. This setup will ensure that whenever a new row is added, the data will be sent to Pabbly Connect.

• Select ‘Extensions’ and click on ‘Pabbly Connect Webhooks’.
• Click on ‘Initial Setup’ and paste the webhook URL.
• Specify the trigger column to send data when a new row is added.

Once the initial setup is complete, you can test it by submitting a response in your Google Form. The data should appear in your Google Sheets and be sent to Pabbly Connect.

---

Creating Customers in BigCommerce

Now that you have set up the trigger and connected Google Sheets to Pabbly Connect, it’s time to create customers in BigCommerce. Go back to your Pabbly Connect workflow and set the action application to ‘BigCommerce’. Choose the action event as ‘Create Customer’.

To connect your BigCommerce account, you will need to enter the Store Hash Key, Client ID, and Access Token. You can find these credentials in your BigCommerce account under ‘Advanced Settings’ and ‘API Accounts’. Once the connection is established, map the fields from the Google Sheets response to the BigCommerce customer fields.

Select ‘BigCommerce’ as the action application in Pabbly Connect. Choose ‘Create Customer’ as the action event. Enter your Store Hash Key, Client ID, and Access Token from BigCommerce.

After mapping the necessary fields such as first name, last name, email, and phone number, you can test the action. Once confirmed, every new Google Form submission will automatically create a customer in your BigCommerce store through Pabbly Connect.

---

Conclusion

In this tutorial, you learned how to automate the process of creating BigCommerce customers from Google Forms submissions using Pabbly Connect. This integration allows you to streamline your customer management without any coding skills. By following these steps, you can efficiently manage customer inquiries and enhance your e-commerce operations.

Learn how to automate lead creation in LeadSquared from Paperform submissions using Pabbly Connect. 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

---

1. Accessing Pabbly Connect for Integration

To create leads in LeadSquared from Paperform submissions, start by accessing Pabbly Connect. Open your browser and navigate to the Pabbly Connect website.

Once there, you will see options to either sign in or sign up. If you are new to Pabbly, click on ‘Sign Up for Free’ to create an account. Existing users can simply click on ‘Sign In’ to access their dashboard.

---

2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for organization.

• Name your workflow as ‘Create LeadSquared Lead on Paperform Submission’.
• Choose the folder named ‘Automations’ to save your workflow.

Click on the ‘Create’ button to proceed. This will open the workflow window where you can set up your trigger and action.

---

3. Setting Up Trigger for Paperform Submission

The next step involves setting up the trigger in Pabbly Connect. Select ‘Paperform’ as your trigger application. This means you want the workflow to start whenever a new submission is made in Paperform.

Choose the trigger event as ‘New Form Submission’. Pabbly Connect will provide you with a webhook URL, which you will need to copy for the next steps.

• Copy the webhook URL provided by Pabbly Connect.
• Log into your Paperform account and edit the form you want to connect.
• Navigate to the ‘After Submission’ tab and select ‘Webhooks’ to paste the URL.

After pasting the URL, ensure you select the same event ‘New Submission’ in Paperform and click on ‘Create’.

---

4. Testing the Webhook Connection

After setting up the webhook in Paperform, you need to perform a test submission to ensure that the connection is working correctly through Pabbly Connect. Open your form and fill it out with test data.

Once you submit the form, go back to your Pabbly Connect workflow to see if it has captured the response. You should see the details you entered, confirming that the webhook is active.

Enter test details, such as name and email. Submit the form and check Pabbly Connect for the captured data.

If the details appear correctly, you have successfully set up the trigger for your workflow!

---

5. Creating a Lead in LeadSquared

Now that your trigger is set, the next step is to create a lead in LeadSquared using Pabbly Connect. Select ‘LeadSquared’ as your action application.

Choose the action event as ‘Create or Update Lead’. You will need to connect your LeadSquared account by providing your access key, secret key, and API host. To find these, log into your LeadSquared account and navigate to the settings for API and Webhooks.

Copy your access key and paste it into Pabbly Connect. Copy your secret key and paste it into the corresponding field. Enter the API host URL from your LeadSquared settings.

Once connected, map the fields from the previous step (Paperform submission) to LeadSquared fields. This ensures that the data flows correctly from Paperform to LeadSquared.

---

Conclusion

By using Pabbly Connect, you can automate the process of creating leads in LeadSquared from Paperform submissions effortlessly. This integration saves time and reduces manual data entry, ensuring that every lead is captured accurately for follow-ups and conversions.

Learn how to seamlessly add Zenler users from Paperform submissions using Pabbly Connect. Follow our step-by-step guide for easy integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

---

1. Introduction to Pabbly Connect for Zenler Integration

Pabbly Connect is a powerful automation tool that allows you to integrate Zenler with Paperform effortlessly. This integration ensures that every time a user submits a form on Paperform, they are automatically added as a user in Zenler. This process eliminates manual entry and saves time. using Pabbly Connect

To get started, visit the Pabbly Connect homepage. Here, you can sign up for a free account or log in if you’re an existing user. Once logged in, you can begin creating workflows that connect your applications seamlessly.

---

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, you need to click on the ‘Create Workflow’ button located in the top right corner of the dashboard. This is the first step in setting up your integration between Paperform and Zenler. using Pabbly Connect

• Name your workflow (e.g., ‘Add Zenler User on Paperform Submission’).
• Select a folder to save your workflow.

After naming your workflow and selecting a folder, click the ‘Create’ button. This will take you to the workflow setup page where you can define triggers and actions.

---

3. Setting Up the Trigger in Pabbly Connect

The next step is to set up the trigger for your workflow. In this case, the trigger application will be Paperform, as you want to capture new form submissions. Choose ‘New Form Submission’ as the trigger event. using Pabbly Connect

Once you select this trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential as you will use it to connect your Paperform account with Pabbly Connect. Copy this URL and proceed to your Paperform account.

• Edit your Paperform and navigate to the ‘After Submission’ settings.
• Choose ‘Integrations’ and then ‘Webhooks’.
• Add the copied webhook URL to your Paperform settings.

After adding the webhook, save your settings. This connection allows Pabbly Connect to capture new submissions from your Paperform.

---

4. Adding a User in Zenler Using Pabbly Connect

With the trigger set up, the next step is to define the action that occurs when a new form submission is received. For this, select Zenler as your action application and choose ‘Add a New User’ as the action event. using Pabbly Connect

Pabbly Connect will prompt you to connect your Zenler account. You will need to enter your Zenler school name and API key to establish this connection. Make sure you have these details ready to ensure a smooth integration process.

Enter the school name found in your Zenler account URL. Copy the API key from Zenler and paste it into Pabbly Connect. Map the required fields such as first name, last name, and email from the Paperform submission.

After mapping the fields, click ‘Save and Send Test Request’ to confirm the integration. This action will automatically add the user to your Zenler account once the form is submitted.

---

5. Testing the Integration

Once everything is set up, it’s crucial to test the integration to ensure it works as expected. Fill out the Paperform with test data and submit it. This will trigger the workflow you created in Pabbly Connect. using Pabbly Connect

After submitting the form, check your Zenler account to verify that the new user has been added successfully. If everything is configured correctly, you should see the new user listed in your Zenler account with the details you provided in the form submission.

In case of any errors, revisit the steps to ensure that all configurations are correct. This testing phase is essential to confirm that Pabbly Connect is effectively facilitating the integration between Paperform and Zenler.

---

Conclusion

This tutorial demonstrated how to use Pabbly Connect to add Zenler users from Paperform submissions seamlessly. By automating this process, you save time and reduce manual errors, enhancing your workflow efficiency.

Learn how to automate QuickBooks invoice creation from Cognito Forms submissions using Pabbly Connect in this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage. This is where you can sign in or sign up for a free account if you are a new user.

After logging in, you will be directed to the dashboard. Here, you can create a new workflow that connects Cognito Forms submissions to QuickBooks invoices. This is essential for automating your invoicing process.

---

2. Creating a New Workflow in Pabbly Connect

Next, you’ll create a new workflow in Pabbly Connect specifically for generating invoices from Cognito Forms submissions. Click on the ‘Create Workflow’ button, and name your workflow appropriately, such as ‘Create QuickBooks Invoice on Cognito Forms Submission’.

• Select the folder where you want to save the workflow.
• Understand the trigger and action concepts that will drive your automation.
• Set Cognito Forms as the trigger application and QuickBooks as the action application.

Once the workflow is created, you can proceed to set up the trigger event, which is crucial for starting the automation process.

---

3. Setting Up the Trigger with Cognito Forms

In this step, you will set up Cognito Forms as the trigger in Pabbly Connect. Choose ‘Cognito Forms’ as the application and select the trigger event as ‘New Entry’. This means that every time a new form submission occurs, it will activate the workflow.

After selecting the trigger, you will receive a webhook URL. This URL is vital as it allows data from Cognito Forms to be sent to Pabbly Connect. Copy this URL and follow the instructions provided to integrate it into your Cognito Forms settings.

• Go to your Cognito Forms account.
• Select the form you want to connect and enable the ‘Post JSON Data to a Website’ option.
• Paste the webhook URL into the designated field and save the changes.

Once saved, your connection between Cognito Forms and Pabbly Connect is established, allowing for seamless data transfer.

---

4. Creating an Invoice in QuickBooks

After setting up the trigger, the next step is to create an invoice in QuickBooks using the data received from Cognito Forms submissions through Pabbly Connect. Select QuickBooks as your action application and choose the action event as ‘Create Invoice’.

Before you can create an invoice, you need to create a customer in QuickBooks. This involves mapping the fields from the Cognito Forms submission to the corresponding fields in QuickBooks. Make sure to use the dynamic mapping feature in Pabbly Connect to ensure that each new entry is processed correctly.

Map the customer details such as name, email, and phone number from the Cognito Forms submission. Ensure that the customer ID is correctly mapped to create the invoice. Complete the invoice details, including service description, quantity, and pricing.

Once all details are mapped correctly, you can test the action to ensure that the invoice is created successfully in QuickBooks.

---

5. Finalizing the Integration Process

Finally, after testing the workflow, you can finalize the integration process using Pabbly Connect. This involves checking that every time a new Cognito Forms submission is made, an invoice is generated in QuickBooks without any manual input.

To confirm this, you can make a test submission in Cognito Forms and verify that the corresponding invoice appears in QuickBooks. This seamless automation saves time and reduces errors in your invoicing process.

With Pabbly Connect, you can efficiently manage your finances and automate your workflows, ensuring that all submissions are captured and processed accurately.

---

Conclusion

In this tutorial, we explored how to create QuickBooks invoices automatically from Cognito Forms submissions using Pabbly Connect. This integration streamlines your invoicing process, making it efficient and error-free. By leveraging Pabbly Connect, you can enhance your business automation and improve service delivery.

Learn how to automatically add Google Ads leads as Zendesk users using Pabbly Connect. Step-by-step guide to streamline your lead management process. 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

---

1. Accessing Pabbly Connect for Integration

To automatically add Google Ads leads as Zendesk users, first access Pabbly Connect. This platform allows you to integrate various applications seamlessly without any coding skills.

Begin by visiting the Pabbly Connect homepage. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in. Upon logging in, you will find all the applications offered by Pabbly, including Pabbly Connect.

---

2. Creating a Workflow in Pabbly Connect

Once logged in, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ option, where a dialog box will prompt you to name your workflow. Name it something like ‘Automatically Add Google Ads Leads as Zendesk Users’.

• Select a specific folder for your workflow.
• Click ‘Create’ to proceed to the next screen.
• You will see two windows: Trigger and Action.

The trigger indicates when the automation will start, while the action specifies what happens next. In this case, the trigger will be a new lead from Google Ads, and the action will be to create a user in Zendesk.

---

3. Setting Up the Trigger with Google Ads

The next step in Pabbly Connect is to set up the trigger by selecting Google Ads as your trigger application. Choose the event that indicates a new lead form entry has been made.

Copy the webhook URL provided by Pabbly Connect. This URL will be used in your Google Ads account to send lead data. Navigate to your Google Ads lead form, scroll down to the lead delivery section, and paste the webhook URL into the designated field.

• Select the ‘Lead Delivery’ option.
• Provide a name for your webhook, such as ‘New Leads’.
• Test the connection by sending test data to see if it captures correctly in Pabbly Connect.

After successfully capturing the test response, you can be assured that the trigger between Google Ads and Pabbly Connect is working.

---

4. Setting Up the Action with Zendesk

Now, let’s move on to the action step in Pabbly Connect. Select Zendesk as your action application and choose the action event as ‘Create User’. This is where you will build the connection to add users to your Zendesk account.

To establish this connection, you will need to log into your Zendesk account. Click on ‘Add New Connection’ and input your Zendesk username and API token. Instructions will guide you through obtaining the API token from your Zendesk account.

Enter your Zendesk username (email). Provide the API token you created in Zendesk. Input your Zendesk subdomain.

After setting up the connection, you can proceed to map the user details from the Google Ads lead response to the fields required in Zendesk.

---

5. Mapping User Details and Finalizing the Integration

In this final step of Pabbly Connect, you will map the user details from the lead data captured from Google Ads. This includes the first name, last name, email, and phone number.

Instead of manually entering these details, utilize the mapping feature to dynamically insert the lead’s information. For example, combine the first and last name fields to create a full name for the new user in Zendesk.

Map the first name and last name to create a full name. Map the email and phone number from the lead response. Set the role of the user as ‘User’.

Finally, click on ‘Save and Send Test Request’ to verify if the user is created successfully in Zendesk. If everything is set up correctly, you will see the new user reflected in your Zendesk account.

---

Conclusion

Using Pabbly Connect, you can efficiently automate the process of adding Google Ads leads as users in Zendesk. This integration streamlines your lead management and enhances customer support operations.

Learn how to automate the creation of Mailgun members from Paperform submissions using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To create a Mailgun member on Paperform submission, first access Pabbly Connect. This platform is essential for automating the integration between Paperform and Mailgun.

Begin by visiting the Pabbly Connect website. If you are a new user, sign up for a free account, which provides 100 free tasks each month. Existing users can simply log in to their accounts to start the integration process.

---

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button in the top right corner of the dashboard.

• Name your workflow: ‘Create Mailgun Member on Paperform Submission’.
• Select a folder to save your workflow, such as ‘Paperform Automations’.

After naming the workflow and selecting the folder, click on the ‘Create’ button. This sets up the workflow, ready for the trigger and action steps.

---

3. Setting Up the Trigger with Paperform

In this step, you’ll set up the trigger using Pabbly Connect to capture new submissions from Paperform. Select Paperform as the trigger application.

Choose the trigger event as ‘New Form Submission’. Pabbly Connect will provide you with a webhook URL. Copy this URL to connect it to your Paperform account.

• Open your Paperform and navigate to the ‘After Submission’ settings.
• Select ‘Integrations’ and then ‘Webhooks’ to add a new webhook.
• Paste the copied webhook URL and set the trigger on ‘New Submission’.

Click on the ‘Create’ button to finalize the webhook setup. This connects Paperform to Pabbly Connect.

---

4. Setting Up Action to Create a Mailgun Member

Next, you will set up the action step to add a member to Mailgun using Pabbly Connect. Select Mailgun as the action application and choose the action event as ‘New Mailing List Member’.

Click on the ‘Connect’ button to set up the connection. You will need to enter the API key, private API key, Mailgun host, and domain name from your Mailgun account.

Retrieve the API key from the Mailgun profile section under API security. Copy the Mailgun host based on your region (US or EU). Enter the domain name from the Mailgun sending settings.

After entering these details, click on the ‘Save’ button to connect Mailgun with Pabbly Connect.

---

5. Mapping Data and Testing the Integration

In this final step, you will map the data from Paperform to Mailgun using Pabbly Connect. Select the mailing list you created in Mailgun where you want to add the new member.

For the email address field, map it to the email captured from the Paperform submission. You can also choose to update existing members if needed. Map the member’s name by combining the first name and last name fields from the submission.

Click on the ‘Save and Test Request’ button to test the integration. Check your Mailgun account to confirm that the new member has been added successfully.

This confirms that the integration between Paperform and Mailgun via Pabbly Connect is working perfectly, automating your lead management process.

---

Conclusion

In this tutorial, we explored how to automate the creation of Mailgun members from Paperform submissions using Pabbly Connect. This integration streamlines your lead management process, enhancing efficiency and reducing manual errors.

Learn how to automate the creation or update of Mailercloud subscribers on Jotform submission 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

---

1. Accessing Pabbly Connect for Jotform and Mailercloud Integration

To create or update a Mailercloud subscriber on Jotform submission, you will first need to access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Start by visiting the Pabbly Connect website and signing in or creating a new account.

Once logged in, navigate to the Pabbly Connect dashboard where you can create a new workflow. This is essential for linking Jotform submissions to Mailercloud. You will be able to name your workflow and select a folder for better organization.

---

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new automation workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name it something descriptive, such as ‘Create or Update Mailercloud Subscriber on Jotform Submission.’ Next, select the appropriate folder for your workflow.

After naming your workflow, you will see two boxes: one for the trigger and one for the action. The trigger will be the Jotform submission, which initiates the workflow, while the action will be to create or update a subscriber in Mailercloud. This setup ensures that every new submission results in an updated subscriber list.

---

3. Setting Up the Trigger with Jotform in Pabbly Connect

Now it’s time to set up the trigger in Pabbly Connect. Choose Jotform as your trigger application and select ‘New Response’ as the trigger event. This means that every time a new form is submitted, the workflow will begin.

To connect Jotform with Pabbly Connect, you will be provided with a webhook URL. Copy this URL and paste it into your Jotform account. Navigate to the settings of your form, find the Integrations section, and select Webhooks. Paste the copied URL and complete the integration.

• Copy the webhook URL from Pabbly Connect.
• Go to your Jotform settings and find the Integrations section.
• Select Webhooks and paste the URL.

After completing this step, return to Pabbly Connect and test the webhook by submitting a form response. This confirms that the connection is successful and data is being received.

---

4. Configuring the Action to Update Mailercloud Subscribers

With the trigger set, the next step is to configure the action in Pabbly Connect. Choose Mailercloud as your action application and select the ‘Create or Update Subscriber’ event. This allows you to add or update subscriber information based on the form submission.

To connect Mailercloud with Pabbly Connect, you will need an API key. Click on the API Integrations link in your Mailercloud account to generate a new API key. Copy this key and paste it into the connection settings in Pabbly Connect.

• Generate an API key in Mailercloud.
• Paste the API key in Pabbly Connect.
• Map the fields from Jotform to Mailercloud.

After mapping the necessary fields such as email, first name, and last name, click on ‘Save and Send Test Request’ to verify that the subscriber is created or updated correctly in Mailercloud.

---

5. Testing the Integration and Verifying Subscribers in Mailercloud

Finally, you will test the entire integration in Pabbly Connect. Go back to Jotform and submit another test response. This step is crucial to ensure that the automation works as expected. After submission, check your Mailercloud account to confirm that the new subscriber appears in your list.

Once you refresh the contacts list in Mailercloud, you should see the newly created or updated subscriber entry reflecting the details from your Jotform submission. This confirms that your automation workflow is functioning correctly, and every new form submission will automatically update your Mailercloud subscriber list.

By following these steps, you have successfully integrated Jotform with Mailercloud using Pabbly Connect, automating your subscriber management process.

---

Conclusion

In this tutorial, we demonstrated how to create or update Mailercloud subscribers on Jotform submission using Pabbly Connect. By following these steps, you can automate your subscriber management efficiently and effectively.

Learn how to integrate IndiaMART leads into Salesforce for your fabrication business 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

---

1. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads into Salesforce, you need to access Pabbly Connect. Start by opening your browser and searching for Pabbly Connect. This platform is crucial for automating the lead transfer process from IndiaMART to Salesforce.

Once you arrive at the landing page, you will see options to either sign in or sign up for free. If you are new, click the ‘Sign Up for Free’ button, which takes just two minutes and provides you with 100 free tasks every month. For existing users, simply click ‘Sign In’ to access your dashboard.

---

2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. For this integration, name it something like ‘Add IndiaMART Leads to Salesforce for Fabrication Business’. using Pabbly Connect

• Select the folder where you want to save your workflow.
• Click ‘Create’ to proceed to the trigger and action setup.

Now, you will see two main boxes: one for the trigger and one for the action. The trigger is what starts the workflow, while the action is what happens as a result. Here, you will set up your trigger first by selecting IndiaMART as your trigger application and choosing the event ‘New Leads’.

---

3. Setting Up the Trigger with IndiaMART

After selecting IndiaMART as the trigger application, you need to connect it with Pabbly Connect. For this, you will use the VAB URL provided by Pabbly Connect. Copy this URL as it will act as a bridge between IndiaMART and Pabbly Connect.

Next, go to your IndiaMART account and navigate to the Lead Manager section. Click on the hamburger icon and select ‘Import/Export Leads’. Here, you will find the option to use the Push API. You need to create a new integration by pasting the copied VAB URL into the designated field. After that, save the details and generate an OTP to complete the integration process.

---

4. Adding Leads to Salesforce

With the trigger set, the next step is to configure the action in Pabbly Connect. Search for Salesforce as your action application and select it. You will have the option to create a new lead or record. Choose the ‘Create Lead’ action event.

Now, you need to connect Salesforce to Pabbly Connect. Click on ‘Add New Connection’ and allow Pabbly Connect to access your Salesforce account. Once connected, you will be prompted to map the lead details from IndiaMART to Salesforce. This mapping is essential for ensuring that all relevant lead information is transferred correctly.

• Map the sender’s name to the lead’s first and last name fields.
• Map the company name, phone number, and email address accordingly.
• Fill in the lead description with the inquiry message.

Once all details are mapped, save the workflow. This will ensure that every new lead from IndiaMART is automatically added to Salesforce.

---

5. Testing the Integration

To confirm that your integration works, create a test inquiry in IndiaMART. Use the test data option available in your account and send it to the VAB URL. This action will trigger the workflow you set up in Pabbly Connect.

After sending the test inquiry, return to Pabbly Connect to check the response. You should see a successful status indicating that the inquiry details have been captured. This confirms that your integration is functioning correctly, and the lead has been added to Salesforce.

Finally, check your Salesforce account under the Leads section to verify that the new lead appears with all the mapped details, confirming that Pabbly Connect has successfully automated the process of adding IndiaMART leads to Salesforce.

---

Conclusion

Integrating IndiaMART leads into Salesforce using Pabbly Connect streamlines your fabrication business operations. This setup allows for automatic lead management, ensuring no inquiries are missed and improving response times.