Author: Rajpal Tomar

Learn how to send automated WhatsApp messages to Instagram Lead Ads leads using Pabbly Chatflow and Pabbly Chatflow. Step-by-step guide included. This detailed guide shows you how to build powerful chat automation that engages visitors and converts prospects—without any coding required.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Chatflow for WhatsApp Integration

To send WhatsApp messages to leads from Instagram ads, start by accessing Pabbly Chatflow. This platform allows you to automate your communication seamlessly. First, ensure you have an account on Pabbly Chatflow and log in to your dashboard.

Once logged in, navigate to the ‘Add WhatsApp Number’ option. Here, you will need to enter your WhatsApp Cloud API details, including the access token and phone number ID. These details can be retrieved from your Meta for Developers account. This setup is crucial for enabling WhatsApp messaging through Pabbly Chatflow.

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2. Integrating Instagram Lead Ads with Pabbly Connect

Next, we will link your Instagram Lead Ads with Pabbly Connect. This integration allows for automatic lead capture from your Instagram ads. Start by creating a new workflow in Pabbly Connect.

• Click on ‘Create Workflow’.
• Name your workflow (e.g., ‘Send WhatsApp Message to Instagram Leads’).
• Select the trigger application as Instagram Lead Ads.
• Choose the trigger event as ‘New Lead’.

After setting this up, connect your Instagram account to Pabbly Connect. This allows the platform to capture new leads directly from your ads to send automated WhatsApp messages.

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3. Creating a WhatsApp Message Template in Pabbly Chatflow

To send personalized messages, you need to create a message template in Pabbly Chatflow. This template will be used to communicate with your leads once they submit their information via Instagram ads. Navigate to the ‘Templates’ section in Pabbly Chatflow.

Click on ‘Add New Template’ and fill in the required fields. Make sure to include dynamic variables for personalization, such as the lead’s name. This ensures that each message sent is tailored to the individual lead.

• Select a category for your template (e.g., Marketing).
• Provide a name and choose the template type (text, image, etc.).
• Draft your message content including dynamic fields.

After creating the template, submit it for approval. Once approved, it will be ready for use in your Pabbly Chatflow automation.

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4. Testing and Launching the Integration

After setting up your workflow and message template, it’s time to test the integration. Go back to your Pabbly Connect workflow and initiate a test lead submission through your Instagram Lead Ads. This step verifies that your setup is working correctly.

Once you receive a successful test response, proceed to configure the action step in Pabbly Connect. Select Pabbly Chatflow as the action application and choose the ‘Send CURL Request’ action event. This step will send the WhatsApp message using the template you created.

Paste the CURL URL from your WhatsApp broadcast setup. Map the lead’s phone number and name dynamically. Click on ‘Save and Send Test Request’ to verify the setup.

If everything is configured correctly, you will receive a WhatsApp message confirming the integration is live. This automation allows you to engage with leads instantly and effectively.

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Conclusion

In this tutorial, we explored how to send WhatsApp messages to leads generated from Instagram Lead Ads using Pabbly Chatflow and Pabbly Connect. By automating this process, businesses can engage with potential customers in real-time, enhancing customer experience and conversion rates.

Learn how to create a Zendesk user automatically from Wix Forms submissions using Pabbly Connect in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a Zendesk user on Wix Forms submission, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you’re a new user, you can sign up for free to explore the application.

Once signed in, locate the Pabbly Connect application on your dashboard. Click on the ‘Access Now’ button to enter the Pabbly Connect interface. This platform will enable you to set up the integration between Wix Forms and Zendesk seamlessly.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow for the integration. Click on the ‘Create Workflow’ button, and name your workflow, such as ‘Create Zendesk User on Wix Forms Submission’. Select a folder to save it in, like ‘Automations’.

• Click on ‘Create’ to proceed.
• You will be directed to a window where you can set triggers and actions.
• Select Wix Forms as the trigger application.

After selecting Wix Forms, choose the trigger event as ‘New Form Submission’. This event will initiate your workflow whenever a new submission is made. Pabbly Connect will provide a Webhook URL, which you will need for the next steps.

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3. Setting Up Wix Forms with Pabbly Connect

Now, you need to configure your Wix Forms to connect with Pabbly Connect. Log in to your Wix account and navigate to your site dashboard. From the left sidebar, go to the ‘Automations’ section.

• Click on ‘Add New Automation’.
• Select ‘Wix Forms’ as your trigger app.
• Choose ‘Form Submitted’ as the trigger event.

In the next step, select the form that will trigger this automation. You can choose to trigger for any form or specify a particular one. Make sure to set the action to ‘Send via Webhook’ and paste the Webhook URL provided by Pabbly Connect. Finally, activate the automation.

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4. Testing the Integration with Pabbly Connect

After setting up the automation in Wix Forms, it’s time to test the integration through Pabbly Connect. Perform a test submission on your selected Wix form. Fill in the required fields and submit the form.

Once the form is submitted, return to your Pabbly Connect workflow. You should see that the Webhook response has been captured. This response will contain all the details from your form submission, such as name, email, and query message. Ensure all the data is accurate before proceeding to create a Zendesk user.

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5. Creating a Zendesk User on Submission via Pabbly Connect

Now that the test submission is successful, you can set up the action to create a new user in Zendesk through Pabbly Connect. Select Zendesk as your action application and choose ‘Create User’ as the action event.

Connect your Zendesk account by entering your username (formatted as your email followed by ‘/token’), your API token, and your subdomain. You can generate an API token in your Zendesk account settings under API. Once connected, map the fields from your Wix form submission to the Zendesk user creation fields.

Finally, click on ‘Save and Test Request’. If successful, you will see a confirmation message, and the new user will be created in your Zendesk account. This integration allows for seamless user management without manual entry, streamlining your customer support process.

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Conclusion

In this tutorial, you learned how to create a Zendesk user automatically from Wix Forms submissions using Pabbly Connect. This integration enhances efficiency and ensures accurate user data management.

Learn how to integrate LinkedIn Lead Gen Forms with Kit using Pabbly Connect to automate subscriber creation seamlessly. 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. Accessing Pabbly Connect for Integration

To create Kit subscribers from LinkedIn Lead Gen Forms leads, you first need to access Pabbly Connect. Start by opening your web browser and navigating to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button, which takes only a couple of minutes and provides you with 100 free tasks every month.

Once you have logged in, you will be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Create Kit Subscriber from LinkedIn Leads’. This workflow will automate the process of creating subscribers in Kit whenever a new lead is generated from LinkedIn Lead Gen Forms.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. The trigger is essential as it determines when the workflow will execute. Click on the trigger application and search for ‘LinkedIn Lead Gen Forms’. Select this as your trigger application.

• Choose the trigger event as ‘New Lead Gen Form Response’.
• Connect your LinkedIn account by clicking on ‘Add New Connection’.
• Select the specific LinkedIn lead form you are using for your ad campaign.

After setting up the trigger, you will need to generate a test lead through your LinkedIn Lead Gen Form. This test lead will help you confirm that the integration is working correctly. Once a lead is generated, return to Pabbly Connect and click on the ‘Send Test’ button to fetch the response from LinkedIn.

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3. Configuring Action to Create Kit Subscriber

Now that your trigger is set up, it’s time to configure the action in Pabbly Connect. The action will determine what happens when a new lead is received. Search for the action application and select ‘Kit’. Then, choose the action event as ‘Add Subscriber to a Sequence’.

Next, connect your Kit account by providing the necessary API key and secret. You can find these by logging into your Kit account, navigating to account settings, and then to the developer section. Copy the API key and secret, and paste them into Pabbly Connect to establish the connection.

• Select the sequence where you want to add the new subscriber.
• Map the lead details such as email, first name, last name, and phone number from the LinkedIn response.
• Ensure all required fields are filled before proceeding.

After mapping the details, click on ‘Send Test’ to verify that the subscriber is created successfully in your Kit account. If successful, you will receive a positive response.

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4. Verifying Subscriber Creation in Kit

After successfully setting up the action in Pabbly Connect, it’s time to verify that the subscriber was created in Kit. Navigate to your Kit account and go to the ‘Grow’ section, then select ‘Subscribers’. Here, you should see the new subscriber you just created.

Open the subscriber details to confirm that all the information, such as first name, last name, email, and phone number, matches the data from the LinkedIn Lead Gen Form. This verification step ensures that your integration is functioning as intended and that leads are being captured correctly.

With Pabbly Connect, you have successfully automated the process of creating Kit subscribers from LinkedIn leads. Every time a new lead is generated, it will automatically add them to your Kit account, streamlining your follow-up process.

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Conclusion

In this tutorial, you learned how to use Pabbly Connect to create Kit subscribers automatically from LinkedIn Lead Gen Forms leads. This integration not only saves time but also ensures that every lead is effectively nurtured, improving conversion rates.

Learn how to automate user enrollment in Thinkific from Paper Form submissions using Pabbly Connect. This detailed guide walks you through the integration process step-by-step.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin using Pabbly Connect, first open your browser and navigate to the Pabbly Connect landing page. Here, you will find options to sign in or sign up for a free account. If you are a new user, click on ‘Sign up for free’ to get started with 100 tasks free every month. Existing users should simply click on ‘Sign in’ to access their dashboard.

Once you are logged in, you will see all the applications offered by Pabbly. Click on ‘Access Now’ under the Pabbly Connect section to enter your integration dashboard. This is where you will create a workflow to connect Paper Form and Thinkific, enabling seamless user enrollment.

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2. 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 and select a folder for organization. For this tutorial, name your workflow something like ‘Enroll Thinkific User on Paper Form Submission’. After naming, click ‘Create’ to proceed to the main workflow window.

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

This setup will ensure that every time a new form is submitted, it triggers the workflow in Pabbly Connect. You will then connect this webhook URL to your Paper Form account, which will facilitate the integration process.

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3. Connecting Paper Form to Pabbly Connect

To connect your Paper Form account to Pabbly Connect, log into your Paper Form account and edit the form you want to integrate. Navigate to the ‘After Submission’ tab, then to ‘Integrations’ and select ‘Webhooks’. Here, you will paste the webhook URL you copied earlier.

• Select ‘New Submission’ to trigger the webhook.
• Click ‘Create’ to save the webhook settings.

After saving, go back to your Pabbly Connect workflow. You will see that it is waiting for a webhook response. Make a test submission on your Paper Form to capture the response. This step is crucial as it confirms that your integration is correctly set up.

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4. Enrolling Users in Thinkific via Pabbly Connect

Once you have successfully set up the trigger, the next step is to enroll users in Thinkific. In your Pabbly Connect workflow, select ‘Thinkific’ as the action application and choose ‘Create User’ as the action event. You will then need to connect your Thinkific account to Pabbly Connect. using Pabbly Connect

When prompted, enter your Thinkific subdomain, which can be found in your Thinkific account URL. After successfully connecting, you will need to map the user details from the Paper Form submission to the fields in Thinkific. This mapping allows for dynamic data transfer with each new submission.

Map the first name, last name, and email from the Paper Form response. Click ‘Save and Send’ to create the user in Thinkific.

This action will create a new user in Thinkific with the details provided in the Paper Form submission, thereby automating the enrollment process.

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5. Finalizing the Integration and Testing

To finalize the integration, you will need to add another action step in your Pabbly Connect workflow to enroll the user in a course. Again, select ‘Thinkific’ as the action application, but this time choose ‘Enroll User’ as the action event.

Use the user ID from the previous response to ensure that the correct user is enrolled in the course. After mapping the user ID, select the course you want to enroll the user in, such as the free course on Python. Click ‘Save and Send’ to complete the enrollment process.

Once you refresh the user list in Thinkific, you will see that the new user has been successfully enrolled in the selected course. This entire process demonstrates how Pabbly Connect automates user enrollment from Paper Form submissions to Thinkific, saving time and effort.

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Conclusion

This tutorial has shown you how to use Pabbly Connect to automate the enrollment of users in Thinkific based on Paper Form submissions. By following these steps, you can streamline your registration process and enhance user experience without manual intervention.

Learn how to automate sending New Year wishes to customers via WhatsApp using Pabbly Connect, Google Sheets, and WhatsApp Cloud API with this step-by-step tutorial.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating the process of sending New Year wishes, first, we need to access Pabbly Connect. This platform allows seamless integration between various applications, including Google Sheets and WhatsApp.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for a free account, which offers 100 free tasks each month. Existing users should log in to their Pabbly Connect account to proceed.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner.

A prompt will appear asking for a workflow name and folder selection. Name your workflow something like ‘Send New Year Wishes to Customers via WhatsApp Automatically’ and choose a folder like ‘WhatsApp Automations’ for organization. Then click the create button to finalize this step.

• Enter a descriptive workflow name.
• Select a relevant folder for organization.
• Click create to establish the workflow.

This sets up the basic framework for your automation process using Pabbly Connect.

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3. Setting Up the Trigger with Google Sheets

Next, we need to set up the trigger that will initiate the process. In the trigger application, select Google Sheets, as this is where your customer data is stored. Choose the trigger event as ‘New or Updated Spreadsheet Row’ to capture any new entries.

To connect Google Sheets with Pabbly Connect, you will be provided with a webhook URL. Copy this URL and go to your Google Sheets. From the Extensions menu, select Add-ons, then Get Add-ons, and search for Pabbly Connect Webhooks. Install the add-on if you haven’t already.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Paste the webhook URL into the Pabbly Connect Webhooks add-on.

After setting up the trigger, ensure that the connection is working by sending a test from the Google Sheets add-on to verify that Pabbly Connect captures the data correctly.

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4. Setting Up the Action Step with WhatsApp Cloud API

With the trigger established, the next step involves setting up the action. Choose WhatsApp Cloud API as your action application. The action event should be set to ‘Send Template Message’ to send personalized New Year wishes.

Connect WhatsApp Cloud API to Pabbly Connect by entering the required details such as token, phone number ID, and WhatsApp business account ID. You can find these details in your WhatsApp Cloud API setup.

Select WhatsApp Cloud API as the action application. Input the message template you created for New Year wishes. Map the recipient’s mobile number and customer name from the previous step.

After completing these steps, you can test the action to ensure that the WhatsApp message is sent successfully to the intended recipients.

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5. Sending Messages to All Customers Automatically

Now that both the trigger and action are set up, you can automate sending New Year wishes to all customers listed in your Google Sheets. Go back to the Google Sheets add-on and click on ‘Send All Data’ to forward the information of all customers to Pabbly Connect.

Once the data is sent, Pabbly Connect will automatically process each entry and send out WhatsApp messages using the template you configured. This ensures that every customer receives a personalized message without any manual effort.

Click on ‘Send All Data’ in Google Sheets. Confirm that all messages are sent successfully. Check WhatsApp to ensure messages are delivered.

With this automation in place, you can efficiently manage customer communications during the busy holiday season.

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Conclusion

Using Pabbly Connect, you can automate sending New Year wishes to customers via WhatsApp, saving time and ensuring personalized messages reach everyone on your list. This powerful integration streamlines your communication process effectively.

Learn how to integrate Cognitive Forms with Pabbly Connect to automate subscriber creation in your email marketing tool. Follow our step-by-step guide for seamless automation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Cognitive Forms with your email marketing tool, first access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. Start by visiting the Pabbly Connect homepage and sign in or create a new account.

Once logged in, you will be directed to the dashboard where you can create workflows. Pabbly Connect enables you to connect various applications, ensuring that your processes run smoothly without manual intervention.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow within Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will then be prompted to name your workflow. For this integration, name it something like ‘Create Subscriber in P Email Marketing on Cognitive Form Submission’.

• Select a folder for your workflow or create a new one.
• Click on the ‘Create’ button to proceed.
• Familiarize yourself with the trigger and action principles of automation.

After creating your workflow, you will need to set up a trigger. In this case, the trigger application will be Cognitive Forms, which will initiate the workflow upon receiving a new form submission.

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3. Setting Up the Trigger with Cognitive Forms

Now, let’s set up the trigger in Pabbly Connect. Select Cognitive Forms as your trigger application and choose the event ‘New Entry’. This means that whenever a new entry is submitted through your Cognitive Form, the workflow will be activated.

Upon selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used to connect Cognitive Forms with Pabbly Connect. Navigate to your Cognitive Forms account and locate the form you want to connect. Paste the webhook URL into the designated field for posting JSON data to a website.

• Click on ‘Save’ and then ‘Publish’ your form.
• Ensure the webhook is correctly set up to receive data.
• Test the connection by submitting a form entry.

After completing these steps, your Pabbly Connect workflow will be ready to receive data from Cognitive Forms, ensuring that every submission triggers the next action.

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4. Connecting P Email Marketing Tool in Pabbly Connect

In this section, we will connect Pabbly Connect to your P Email Marketing tool. After setting up the trigger, you will need to select the action application, which is P Email Marketing. Choose the action event ‘Add Subscriber’ to ensure that new entries from Cognitive Forms are automatically added to your email list.

To establish this connection, click on ‘Connect’ and provide your API token from the P Email Marketing account. This token can be accessed by navigating to the integration section within your email marketing tool. Copy and paste the token into the required field in Pabbly Connect.

Select the list where you want to add subscribers. Map the email and name fields from the Cognitive Forms submission. Test the connection to confirm successful integration.

Once you have completed these steps, your Pabbly Connect workflow will automatically add new subscribers to your email marketing list whenever a form submission occurs in Cognitive Forms.

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5. Testing the Integration and Finalizing Setup

After setting up the integration with Pabbly Connect, it’s essential to test the entire workflow. Go back to your Cognitive Forms and submit a test entry. After submission, check your P Email Marketing tool to see if the new subscriber has been added successfully.

If the test is successful, you will see the new subscriber’s details reflected in your email marketing list. If there are any issues, revisit the workflow steps to ensure everything is configured correctly. Pabbly Connect facilitates this process by automating data transfer between Cognitive Forms and your email marketing tool.

Verify that the subscriber’s information is accurate. Ensure that the automation is functioning as intended. Monitor for any future submissions to confirm ongoing functionality.

With the successful testing of your integration, you can now rely on Pabbly Connect to automate the subscriber creation process, saving you time and ensuring that no leads are missed.

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Conclusion

Integrating Cognitive Forms with Pabbly Connect allows for seamless automation of subscriber creation in your email marketing tool. This setup ensures that every new form submission is captured, enabling efficient communication and engagement with potential clients.

Learn how to automate invoice creation using Pabbly Connect by integrating Cognito Forms and Xero seamlessly. Step-by-step tutorial included. 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 Integration

To begin automating invoice creation, first access Pabbly Connect by navigating to the website. This platform facilitates seamless integration between applications like Cognito Forms and Xero.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in. Upon signing in, you will be directed to the dashboard where you can create new workflows.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to link Cognito Forms with Xero using Pabbly Connect. Start by clicking on the ‘Create Workflow’ button on your dashboard.

• Name your workflow, for example, ‘Create Xero Invoice on Cognito Form Submission’.
• Select the appropriate folder for financial management.
• Click ‘Create’ to proceed.

After creating the workflow, you will see the trigger and action sections. Select Cognito Forms as your trigger application, indicating that the workflow starts when a new form submission occurs.

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3. Setting Up the Trigger for Cognito Forms

Now, set up the trigger in Pabbly Connect by selecting the trigger event. Choose ‘New Entry’ from the options provided, which signifies that the workflow will activate upon a new submission in Cognito Forms.

Copy the webhook URL generated by Pabbly Connect and navigate to your Cognito Forms account. In your form settings, enable the option to post data to a website and paste the webhook URL. Save the changes to establish a connection between Cognito Forms and Pabbly Connect.

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4. Configuring the Action Step in Xero

Next, it’s time to set up the action step in Pabbly Connect. Select Xero as the action application and choose ‘Create Invoice’ as the action event. This step defines what happens when the trigger occurs.

To build the connection, click on ‘Connect with Xero’. You will need to authorize Pabbly Connect to access your Xero account. Once authorized, proceed to map the necessary fields such as client name, email, and service type to ensure the invoice reflects the correct information.

• Map the client’s company name to the invoice name.
• Select the service type based on the client’s submission.
• Ensure all necessary details are filled out to automate invoice creation.

After mapping the fields, test the workflow by submitting a sample form in Cognito Forms. This will trigger the workflow and create an invoice in Xero based on the provided information.

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5. Testing the Integration Between Cognito Forms and Xero

To verify that your integration works, submit a test entry through your Cognito Form. Once submitted, Pabbly Connect will capture the data and create an invoice in Xero.

Check your Xero account to confirm that the invoice has been generated correctly. You should see the invoice reflecting the details of the test submission, including the service type and client information.

With this setup, every new submission in Cognito Forms will automatically create an invoice in Xero, streamlining your financial management process. This integration demonstrates how Pabbly Connect can save time and reduce manual work.

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Conclusion

This tutorial has shown how to automate the invoice creation process using Pabbly Connect by integrating Cognito Forms and Xero. By following the steps outlined, you can streamline your workflow and enhance efficiency in your business operations.

Learn how to automate WooCommerce customer creation from Instagram Lead Ads using Pabbly Connect with this step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating WooCommerce with Instagram Lead Ads using Pabbly Connect, first, visit the Pabbly Connect website. After browsing the site, sign in to your existing account or create a new one to access the automation features.

Once logged in, you will see the dashboard where you can select Pabbly Connect from the list of applications. This platform enables seamless integration between various applications, including WooCommerce and Instagram Lead Ads.

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2. Creating a Workflow in Pabbly Connect

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

• Name the workflow: ‘Create WooCommerce Customer for Instagram Lead Ads Leads’.
• Select the folder to save the workflow, such as ‘Instagram Automations’.

Once you have named the workflow and selected the folder, click on the ‘Create’ button. This action will create a new workflow that will facilitate the integration process.

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3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger application in Pabbly Connect. Choose ‘Instagram Lead Ads’ as the trigger application. The trigger event will be set to ‘New Lead’. This means that whenever a new lead is generated through Instagram Lead Ads, Pabbly Connect will capture the lead information.

To connect Instagram Lead Ads to Pabbly Connect, click on the ‘Connect’ button and authorize the connection. Make sure you are logged into the Instagram account associated with your Facebook page. Select the Facebook page linked to your Instagram account, and choose the lead form you created.

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4. Setting Up the Action in Pabbly Connect

After successfully setting up the trigger, it’s time to configure the action step in Pabbly Connect. Select ‘WooCommerce’ as the action application and choose ‘Add New Customer’ as the action event. This step will add the captured lead as a customer in your WooCommerce account.

To connect WooCommerce to Pabbly Connect, click on the ‘Connect’ button. You will need to provide the customer key, customer secret, and website URL from your WooCommerce account. Generate a new API key in your WooCommerce settings under the ‘Advanced’ section, and ensure you have the correct permissions set.

• Copy the customer key and secret from WooCommerce.
• Paste the details into the respective fields in Pabbly Connect.
• Enter the website URL without a trailing slash.

Once the connection is established, map the lead data from Instagram to the corresponding fields in WooCommerce, such as email, first name, and last name. This mapping ensures that the information flows correctly.

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5. Testing the Integration in Pabbly Connect

To ensure everything is working correctly, you need to test the integration set up in Pabbly Connect. Generate a test lead using the Meta Lead Ads Testing Tool. Select the appropriate Facebook page and lead form, fill in the required details, and submit the form.

After submitting the test lead, go back to your Pabbly Connect workflow to check if the lead information has been captured. You should see the details of the test lead displayed in the workflow. If the data appears correctly, this confirms that the integration is functioning as expected.

Finally, refresh your WooCommerce customer page to verify that the new customer has been added successfully. This confirms that you have successfully integrated Instagram Lead Ads with WooCommerce using Pabbly Connect.

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Conclusion

This tutorial detailed how to use Pabbly Connect to automate the creation of WooCommerce customers from Instagram Lead Ads. By following these steps, you can streamline your e-commerce operations and manage leads efficiently.

Learn how to integrate Gravity Forms with Salesforce using Pabbly Connect. This step-by-step tutorial covers all the necessary actions and UI elements for successful automation.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To begin integrating Gravity Forms with Salesforce, you need to access Pabbly Connect. Start by going to the Pabbly Connect website and signing in. If you are a new user, you can sign up for a free account to enjoy 100 tasks every month.

After logging in, you will see various Pabbly applications. Click on the ‘Access Now’ button under Pabbly Connect to enter your dashboard. From here, you can create a new workflow for your integration.

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Creating a Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button to start. You will be prompted to name your workflow and select a folder to save it in. For example, name it ‘Gravity Forms to Salesforce Lead Creation’ and save it in the ‘Automations’ folder.

Once you click on ‘Create’, you will be taken to the workflow window where you will set up the trigger and action. Here, Gravity Forms will be the trigger application, and Salesforce will be the action application. This setup allows you to automate lead creation in Salesforce whenever a new form is submitted in Gravity Forms.

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

After setting this up, you will select Gravity Forms as the trigger application, which will start the workflow when a new form submission occurs.

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Setting Up the Trigger in Pabbly Connect

The next step is to configure the trigger in Pabbly Connect. Search for ‘Gravity Forms’ and select it as your trigger application. The trigger event you want to choose is ‘New Response’ so that the workflow starts with each new form submission.

After selecting the trigger event, you will receive a webhook URL that you need to copy. This URL is vital for connecting your Gravity Forms to Pabbly Connect. To do this, go to your Gravity Forms account, find your form, and navigate to the settings to add a new webhook.

• Select ‘Webhooks’ from the form settings.
• Click on ‘Add New’ and paste the webhook URL.
• Set the request method to POST and format to JSON.

After saving the settings, you will have successfully established a connection between Gravity Forms and Pabbly Connect. This allows the data from your form submissions to flow into the workflow.

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Testing the Integration in Pabbly Connect

Now that you have set up the trigger, it’s time to test the integration. Go back to your Gravity Forms and fill out the form with test data. Once you submit the form, Pabbly Connect will capture this submission.

Open your Pabbly Connect workflow to see if the data has been captured. You should see the details of the test submission reflected in the workflow. This confirms that the trigger is working correctly, and data is being sent to Pabbly Connect.

Fill in the test data in your Gravity Forms. Submit the form to trigger the workflow. Check Pabbly Connect for captured response.

Once the data is confirmed, you can proceed to set up the action in Salesforce.

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Creating a Salesforce Lead with Pabbly Connect

To complete the integration, you will now set up the action to create a lead in Salesforce. In Pabbly Connect, search for ‘Salesforce’ and select it as the action application. Choose the action event as ‘Create Lead’.

You will need to connect your Salesforce account to Pabbly Connect. Click on ‘Connect’ and follow the prompts to authorize the connection. Once connected, you can map the fields from your Gravity Forms submission to the corresponding fields in Salesforce.

Select ‘Create Lead’ as the action event. Authorize the connection to your Salesforce account. Map the fields from the previous response to Salesforce fields.

After mapping the fields, click on ‘Save and Test Request’. This will create a new lead in Salesforce with the details from your Gravity Forms submission, completing the integration process.

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Conclusion

In this tutorial, we explored how to integrate Gravity Forms with Salesforce using Pabbly Connect. By following these steps, you can automate lead creation in Salesforce, enhancing your workflow and improving efficiency. This integration saves time and ensures accurate lead management.

Learn how to use Pabbly Connect to automate WhatsApp messages for leads from Indi Mart. Step-by-step tutorial with detailed instructions. 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. Access Pabbly Connect for Integration

To start integrating WhatsApp with Indi Mart leads, first, access Pabbly Connect by searching for it in your browser. Once on the landing page, you will see options to sign in or sign up for free, with new users receiving 100 tasks free every month.

As an existing user, simply click on the ‘Sign In’ button. After signing in, you will be directed to the dashboard where you can access all Pabbly applications. Click on ‘Access Now’ for Pabbly Connect to begin the integration process.

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2. Creating a Workflow in Pabbly Connect

Once inside Pabbly Connect, initiate the automation by clicking the blue ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. Name it something descriptive, such as ‘Send WhatsApp Messages to Indi Mart Leads’.

• Click the ‘Create’ button to open the workflow window.
• The workflow consists of a trigger and an action.
• Select ‘Indi Mart’ as the trigger application.

After setting up the workflow, you will define the trigger event that starts the workflow. Choose the event for when a new lead is captured, which will activate the automation to send WhatsApp messages through Pabbly Connect.

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3. Setting Up the Trigger in Pabbly Connect

After selecting the trigger application as Indi Mart, you will receive a Webhook URL. This URL is critical for connecting Indi Mart with Pabbly Connect. Copy the Webhook URL, as you will need it for configuring the Indi Mart account.

Log in to your Indi Mart account and navigate to the Lead Manager section. Select the option for importing leads, and then choose the Push API option. Here, enter ‘Pabbly Connect’ as the CRM platform name and paste the copied Webhook URL in the designated field.

• Click on ‘Save Details’ after entering the Webhook URL.
• You will be prompted to generate an OTP for verification.
• Enter the OTP to complete the connection setup.

Upon successful integration, Pabbly Connect will wait for a response from Indi Mart, confirming that the connection is live. This setup ensures that whenever a new lead is generated, it will trigger the workflow in Pabbly Connect.

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4. Sending WhatsApp Messages Through Pabbly Connect

To send automated WhatsApp messages, you will now set up the action in your workflow. Choose WhatsApp as the action application. For this tutorial, we will use the WhatsApp API to send messages. Select the ‘Send Template Message’ action event.

When prompted to connect your WhatsApp account, you can either select an existing connection or create a new one. To create a new connection, you will need your WhatsApp API key. Follow the instructions to navigate to your WhatsApp account settings and generate an API key.

Paste the API key into the connection setup in Pabbly Connect. Enter the campaign name that corresponds to your WhatsApp template. Map the mobile number and lead name from the previous step’s response.

This mapping ensures that every automated message sent via Pabbly Connect is personalized for each lead, enhancing customer engagement.

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5. Testing and Activating Your Integration

After setting up the action for sending WhatsApp messages, it’s crucial to test your workflow. Click on the ‘Save and Send Test Request’ button to check if the integration is functioning correctly. Make sure to replace any placeholder phone numbers with actual numbers to see the message in your WhatsApp account.

Upon successful testing, you will receive a confirmation that the WhatsApp message has been sent to the lead. This confirms that your integration is working seamlessly. Now, every time a new lead is captured via Indi Mart, Pabbly Connect will automatically send a WhatsApp message without any manual intervention.

With this setup, you can effortlessly manage your leads and improve communication with potential clients. Utilizing Pabbly Connect for this integration not only saves time but also enhances your business’s efficiency.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages for leads from Indi Mart. By following the steps outlined, you can streamline your lead management process and improve customer engagement effortlessly.