Author: Rajpal Tomar

Learn how to automate WhatsApp messages for IndiaMART inquiries using Pabbly Connect. Step-by-step tutorial 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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Accessing Pabbly Connect for Integration

To start automating your WhatsApp messages for IndiaMART inquiries, first, access Pabbly Connect. You can do this by entering the URL Pabbly.com/connect/r/ in your web browser. Once on the landing page, sign in to your account.

After signing in, you will see the Pabbly dashboard. Click on the ‘Pabbly Connect’ option to access the integration platform. This is where you will create workflows to automate your tasks effectively.

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Creating a Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Send WhatsApp Message to IndiaMART Leads’. Choose a folder to save your workflow.

In the workflow editor, you will see two boxes: one for the trigger and another for the action. The trigger will be set to ‘IndiaMART’ with the event as ‘New Lead’. This means that whenever a new lead is received, the workflow will be triggered.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select the trigger application as ‘IndiaMART’.

After setting up the trigger, you will receive a webhook URL from Pabbly Connect. This URL will be used to connect IndiaMART with Pabbly Connect, facilitating the automation process.

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Connecting IndiaMART with Pabbly Connect

To connect IndiaMART with Pabbly Connect, log into your IndiaMART account and navigate to the lead manager section. Click on the three dots and choose ‘Import/Export Leads’, then select ‘Push API’.

In the Push API settings, enter your CRM platform name as ‘Pabbly Connect’ and paste the webhook URL you copied earlier. After saving the details, you will need to generate an OTP to validate the connection.

• Enter the webhook Listener URL from Pabbly Connect.
• Select a reason for connecting to Pabbly Connect.
• Generate and enter the OTP received on your registered number.

Once the webhook URL is successfully added, return to Pabbly Connect. The platform will show you are waiting for a webhook response, confirming the connection is established.

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Testing the Integration

To ensure the integration between Pabbly Connect and IndiaMART is functioning correctly, perform a test submission. Open your IndiaMART account and submit a dummy inquiry.

Once the inquiry is submitted, check Pabbly Connect for a webhook response. If the response indicates success, it confirms that the connection is working as intended.

Submit a test inquiry from your profile. Check for the unique query ID in the response. Verify all details are captured correctly in Pabbly Connect.

After confirming the test submission, you can proceed to the next step of sending WhatsApp messages automatically.

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Sending WhatsApp Messages Using Pabbly Connect

Now that the integration is tested, set up the action in Pabbly Connect to send WhatsApp messages. Select ‘WhatsApp Cloud API’ as the action application and choose ‘Send Template Message’ as the action event.

To connect to WhatsApp Cloud API, you will need to enter your token ID, phone number ID, and WhatsApp business account ID. These details can be found in the API setup on the Meta for Developers dashboard.

Copy the required token and IDs from Meta for Developers. Select the template you want to use for sending messages. Use mapping to dynamically insert the lead’s name in the message.

After filling in the necessary details, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation message on WhatsApp, indicating that the automation is working perfectly.

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Conclusion

In this tutorial, we explored how to automate WhatsApp messages for IndiaMART inquiries using Pabbly Connect. By following the steps outlined, you can easily set up an efficient workflow that saves time and enhances communication.

Learn how to automate lead management using Pabbly Connect to integrate Mover Mate with various applications. Step-by-step guide included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Lead Automation

To automate lead management, first, you need to access Pabbly Connect. This platform allows seamless integration between various applications like Mover Mate and online form builders. Start by creating a new workflow in Pabbly Connect to capture leads from webhook responses.

After logging into your Pabbly Connect account, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Webhook to Mover Mate.’ This name should reflect the purpose of your automation, making it easier to identify later.

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2. Configuring the Trigger in Pabbly Connect

In this step, you will set up the trigger that initiates the workflow. Select the ‘Webhook’ option as your trigger app in Pabbly Connect. This allows you to receive data from an external application whenever a new lead is created.

Next, choose the trigger event as ‘Catch Webhook’. Pabbly Connect will generate a unique webhook URL. Copy this URL and paste it into the application from which you want to capture lead data, such as Pform Builder. After saving this configuration, Pabbly Connect will be ready to capture any incoming webhook responses.

• Select ‘Webhook’ in Pabbly Connect.
• Choose ‘Catch Webhook’ as the trigger event.
• Copy the generated webhook URL.
• Paste the URL into your form builder application.

Once the webhook is set up, Pabbly Connect will display a message indicating it is waiting for a webhook response. This means it is ready to capture lead data from your form submissions.

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3. Capturing Webhook Responses from Form Submissions

Now that you have configured the webhook, it’s time to test it by submitting a form. Enter dummy lead details in the online form you integrated with Pabbly Connect. After submission, the data should automatically flow into your Pabbly Connect workflow. using Pabbly Connect

For example, input a name, email address, and other relevant details. After submitting the form, you will see the captured response in your Pabbly Connect workflow. This confirms that the webhook setup is functioning correctly, and the lead data is being received as expected.

• Enter lead details in the form.
• Submit the form to generate a webhook response.
• Check Pabbly Connect for captured data.

With the lead details successfully captured, you can now proceed to add this information to Mover Mate using Pabbly Connect.

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4. Adding Leads to Mover Mate through Pabbly Connect

The next step involves sending the captured lead information to Mover Mate. In Pabbly Connect, navigate to the action step and select Mover Mate as the application. Choose the action event ‘Create Mover Lead’ to initiate the process of adding the lead. using Pabbly Connect

Once you select Mover Mate, you will need to connect your Mover Mate account to Pabbly Connect. To do this, enter your API token from Mover Mate into the connection setup. This token can be found in the settings of your Mover Mate account under the integration section.

Select Mover Mate in the action step. Choose ‘Create Mover Lead’ as the action event. Connect your Mover Mate account using the API token.

After establishing the connection, map the fields from the webhook response to the corresponding fields in Mover Mate. This mapping ensures that the correct data is sent to Mover Mate for each lead.

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5. Testing the Automation Workflow

With everything set up, it’s time to test your automation workflow. Submit another lead through the form you integrated with Pabbly Connect. After submission, check your Mover Mate account to verify that the lead has been added successfully. using Pabbly Connect

If the automation is working correctly, you will see the new lead appear in your Mover Mate account with all the details you submitted. This confirms that Pabbly Connect is effectively automating the lead management process.

To ensure consistent performance, repeat the test by submitting different lead details. Each submission should create a corresponding lead in Mover Mate, demonstrating the reliability of your automation setup.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, using Pabbly Connect to automate lead management streamlines your workflow and enhances efficiency. By integrating various applications like Mover Mate and form builders, you can capture and manage leads effortlessly. This setup not only saves time but also ensures that no leads are missed in your CRM system.

Learn how to automate the process of adding Indiamart leads to Google Sheets using Pabbly Connect. Follow this detailed step-by-step tutorial 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 to Set Up Integration

To begin automating the process of adding Indiamart leads to Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing into your account. If you are a new user, you can sign up for free and get 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Indiamart Leads to Google Sheets,’ and select a folder to save it in. This will help you organize your automations effectively.

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2. Setting Up the Trigger Event in Pabbly Connect

The next step is to set up the trigger event in Pabbly Connect. In this case, the trigger will be when a new lead or inquiry is received in Indiamart. Select Indiamart as your trigger application and choose the ‘New Leads’ event.

• Select Indiamart as the trigger application.
• Choose the ‘New Leads’ trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Now, you need to go to your Indiamart seller dashboard. Click on ‘Lead Manager’ and navigate to ‘Import/Export Leads’. Select ‘Push API’ and enter the webhook URL from Pabbly Connect. This URL will bridge the connection between Indiamart and Pabbly Connect, enabling automatic data transfer.

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3. Testing the Connection with Indiamart

After setting up the webhook, it’s essential to test the connection to ensure everything is working correctly. Go back to the Pabbly Connect dashboard and check for the ‘Waiting for webhook response’ message. This indicates that Pabbly Connect is ready to receive data. using Pabbly Connect

To test the connection, submit a query through your Indiamart profile. For example, you can send a message like, ‘Hello, I’m reaching out to inquire about your custom metal fabrication Services.’ After submitting the query, return to Pabbly Connect to see if the response has been captured correctly.

• Check for a successful response in Pabbly Connect.
• Ensure the query details are accurately reflected in the response.

If the response shows the correct details, your integration setup is successful, and you can proceed to the next step.

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4. Adding Data to Google Sheets Using Pabbly Connect

Once the connection with Indiamart is confirmed, the next step is to add the lead data to Google Sheets. In Pabbly Connect, set Google Sheets as your action application and select the ‘Add New Row’ action event. using Pabbly Connect

Connect your Google Sheets account by clicking on the ‘Connect’ button. If prompted, sign in with your Google account and grant necessary permissions. Once connected, select the spreadsheet you want to update with the new lead information.

Select the appropriate spreadsheet from your Google Sheets. Map the fields from the Indiamart response to the corresponding columns in Google Sheets. Click on ‘Save and Send Test Request’ to finalize the setup.

This mapping ensures that every new inquiry received from Indiamart is automatically populated into Google Sheets, maintaining an organized record of leads.

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5. Finalizing the Automation Process

After mapping the fields and sending a test request, check your Google Sheets to confirm that the lead details have been added successfully. You should see all the information, such as name, email, phone number, and the inquiry message.

This automation process significantly reduces the manual effort required to track leads. By using Pabbly Connect, you ensure that every inquiry is logged in real-time, enhancing your business’s efficiency.

Regularly monitor your Google Sheets to keep track of new leads. Adjust your workflow in Pabbly Connect as needed to accommodate changes in your business processes.

With this seamless integration, you can focus more on responding to inquiries rather than managing data entry tasks.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the process of adding Indiamart leads to Google Sheets. By following these steps, you can streamline your workflow and ensure that no lead is missed, enhancing your fabrication business’s efficiency.

Learn how to integrate Instamojo with Keep using Pabbly Connect. Follow this detailed tutorial to automate customer contact updates seamlessly. 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 Instamojo with Keep, you need to access Pabbly Connect. This automation platform allows you to create workflows without coding. Simply go to the Pabbly Connect landing page and sign in or sign up for a free account.

Once logged in, you will see various applications available. Click on Pabbly Connect to begin creating your automation. This platform will facilitate the connection between Instamojo and Keep, ensuring that customer details are updated automatically.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will need to enter a name for your workflow, such as ‘Instamojo to Keep Integration’. Choose a folder to save your workflow.

• Enter the workflow name.
• Select a folder for organization.
• Click on ‘Create’ to proceed.

This action opens the workflow window where you set up the trigger and action. The trigger will be an event from Instamojo, while the action will be to create or update a contact in Keep. Understanding this setup is crucial for smooth automation using Pabbly Connect.

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3. Setting Up the Trigger for Instamojo

In this step, you will set up the trigger to initiate the workflow. Search for ‘Instamojo’ in the trigger application section of Pabbly Connect and select version 2. Choose the ‘New Sale’ event as the trigger.

Upon selecting the trigger event, a webhook URL will be generated. Copy this URL and navigate to your Instamojo account. This URL will link your Instamojo account to Pabbly Connect.

• Log into your Instamojo account.
• Edit the product settings where you want to set the webhook.
• Paste the webhook URL in the appropriate field.

After saving the settings, Instamojo will send payment details to Pabbly Connect whenever a new sale occurs. This automation ensures that your customer data is captured automatically.

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4. Configuring the Action to Create or Update Contact in Keep

Now, it’s time to set up the action that will occur once the trigger is activated. In Pabbly Connect, select ‘Keep’ as the action application. Choose the ‘Create or Update Contact’ action event.

You will need to connect your Keep account to Pabbly Connect. Click on ‘Connect’ and authorize the necessary permissions. This step ensures that Pabbly Connect can access your Keep account to create or update contacts based on the incoming data from Instamojo.

Map the email address from the Instamojo trigger response. Enter first and last names by mapping them from the previous response. Ensure all required fields are filled correctly.

This configuration allows Pabbly Connect to automatically create or update customer contacts in your Keep account, maintaining an up-to-date customer database without manual input.

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5. Testing the Integration

After configuring the trigger and action, it’s essential to test the integration. Perform a test transaction on Instamojo to see if the details are captured in Pabbly Connect. Fill in the required fields and complete the payment process.

Once the payment is successful, check the workflow in Pabbly Connect to confirm that the customer details have been received and processed correctly. You should see the new contact created in your Keep account.

Verify that the contact appears in your Keep account with accurate details. Ensure that the workflow runs automatically for future transactions. Adjust any settings in Pabbly Connect if necessary.

With successful testing, your integration is complete. Now, Pabbly Connect will handle all future updates automatically, allowing you to focus on your business.

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Conclusion

In this tutorial, we explored how to integrate Instamojo with Keep using Pabbly Connect. By following these steps, you can automate customer contact updates efficiently. This integration streamlines your workflow and enhances customer relationship management.

Learn how to automate sending personalized Christmas wishes via email using Pabbly Connect, Google Sheets, and Gmail. Step-by-step guide included! 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

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1. Setting Up Pabbly Connect for Email Automation

To automate sending Christmas wishes using Pabbly Connect, you first need to access the platform. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get 100 tasks every month.

After logging in, you will see all the Pabbly applications. Click on the Pabbly Connect option to access the dashboard where you can create your workflow for sending emails. This is where the automation process begins.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow. Name it ‘Send Christmas Wishes to Customers via Email Automatically’ and select a folder to save it, such as ‘Gmail Automations.’ Click on the ‘Create’ button to proceed.

• Name your workflow appropriately.
• Select a folder for organization.
• Click ‘Create’ to finalize your workflow setup.

Once the workflow is created, you will see two windows: one for the trigger and one for the action. The trigger determines when the automation starts, and the action defines what happens next.

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3. Setting Up the Trigger with Google Sheets

For the trigger application, select Pabbly Connect as Google Sheets since you will keep customer records there. Choose the trigger event as ‘New or Updated Spreadsheet Row.’ This means that every time you add or update a customer in your Google Sheets, it will trigger the email sending process.

Pabbly Connect will provide a webhook URL to connect Google Sheets. Copy this URL and go to your Google Sheets, then navigate to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t done so already.

• Select Google Sheets as your trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the provided webhook URL for further setup.

Next, go back to Google Sheets and set up the webhook by pasting the URL in the Pabbly Connect Webhooks add-on. Specify the trigger column where the final data will be added, such as Column D. After entering this information, click ‘Submit’ to finalize the setup.

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4. Setting Up the Action with Gmail

Now, it’s time to set up the action step in your Pabbly Connect workflow. Select Gmail as the action application and choose ‘Send Email V1’ as the action event. This will allow you to send personalized emails to your customers.

Click on the connect button and authorize Pabbly Connect to access your Gmail account. Once authorized, you will need to fill in the recipient’s email address, which you can map from the previous step’s data. This ensures that each email goes to the correct customer based on the information in Google Sheets.

Select Gmail as your action application. Choose ‘Send Email V1’ as the action event. Authorize Pabbly Connect to access your Gmail account.

Fill in the email subject and body. For example, you can use ‘Spread the Joy: A Christmas Wish for You’ as the subject. In the email content, you can personalize it by including the customer’s name dynamically, ensuring that each message feels personal and heartfelt.

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5. Finalizing the Automation Process

After setting up the action, click on the ‘Save and Send Test Request’ button to test the workflow. If everything is set up correctly, you should receive a test email in your Gmail account. Check your inbox to confirm that the email has been sent successfully.

Finally, to ensure that this automation works for all customers, go back to your Google Sheets and select the option to send all data to Pabbly Connect. This way, every customer in your sheet will receive their personalized Christmas wishes automatically.

With the successful setup of Pabbly Connect, you have now automated the process of sending Christmas wishes to your customers via email. This not only saves time but also enhances customer engagement during the festive season.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending personalized Christmas emails using Google Sheets and Gmail. This process helps you save time and connect with your customers effectively.

Learn how to automate lead management from Cognito Forms to Brao using Pabbly Connect. Follow this detailed guide for seamless integration. 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 begin the integration process, access Pabbly Connect by visiting the official website. If you’re a new user, you can sign up for free and receive 100 free tasks each month.

After signing in, you will see the dashboard with all the applications available. Click on the ‘Access Now’ button for Pabbly Connect to start your workflow setup.

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2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to automate the process of adding contacts in Brao whenever a new lead submits a form using Cognito Forms. Click on the ‘Create Workflow’ button in the top right corner.

• Enter the workflow name: ‘Create Brao Contact on Cognito Form Submission’.
• Select a folder to save your workflow, such as ‘Cognito Forms Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

Once created, you will see two main sections: trigger and action. The trigger will be set up first, which is essential for the automation to function correctly with Pabbly Connect.

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3. Setting Up the Trigger with Cognito Forms

For the trigger application, select ‘Cognito Forms’ and the trigger event as ‘New Entry’. This setup allows Pabbly Connect to capture new form submissions automatically.

After selecting the trigger, you will receive a webhook URL from Pabbly Connect. This URL needs to be copied and integrated into your Cognito Forms settings.

• Open the Cognito Forms dashboard and navigate to the settings of your form.
• Toggle the option to ‘Post JSON data to a website’.
• Paste the copied webhook URL into the ‘Submit Entry Endpoint’ field.

Save the changes in Cognito Forms. Now, whenever a new lead submits the form, Pabbly Connect will capture the response.

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4. Testing the Integration with a Test Submission

After setting up the trigger, it’s crucial to test the integration. Go back to your Cognito Forms and perform a test submission to ensure everything is connected properly.

Fill in the required fields in the form, such as first name, last name, email, mobile number, and property type. After submitting the form, check your Pabbly Connect workflow to see if it captures the lead details correctly.

Ensure that the response is captured in the Pabbly Connect workflow. Verify that all the lead details are displayed correctly.

If the response is captured successfully, it confirms that Cognito Forms is now integrated with Pabbly Connect.

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5. Setting Up the Action with Brao

Now that the trigger is set up, it’s time to configure the action. Select ‘Brao’ as the action application and choose ‘Create or Update Contact’ as the action event.

Connect your Brao account by entering the domain and API key. After connecting, map the fields from the previous response to create a new contact in Brao. This includes mapping the email, first name, last name, and property type.

Map the email field from the Cognito Forms response. Select the appropriate list in Brao where the contact should be added. Fill in any additional fields as necessary and click ‘Save’.

After saving, test the action by sending a test request. If successful, you will see the new contact appear in your Brao account, confirming the integration via Pabbly Connect was successful.

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Conclusion

This guide demonstrates how to automate the process of adding leads from Cognito Forms to Brao using Pabbly Connect. By following these steps, you can streamline your lead management efficiently.

Learn how to integrate Webflow and AI Sensei using Pabbly Connect for automated WhatsApp messages on form submissions. Follow our detailed tutorial for seamless setup.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin using Pabbly Connect, first visit the Pabbly website and log in to your account. If you are a new user, sign up for a free account, which provides 100 tasks monthly. After logging in, navigate to the Pabbly Connect dashboard, where you can manage all your workflows.

Once on the dashboard, click on the ‘Create Workflow’ button to start setting up the integration. You will need to name your workflow, for example, ‘Send WhatsApp Message on Webflow Form Submission,’ and select a folder to save it. This organization will help you manage your integrations efficiently.

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2. Setting Up Webflow as the Trigger Application

In this section, we will set up Webflow as the trigger application in Pabbly Connect. Select Webflow V2 as your trigger application and choose the trigger event as ‘Form Submitted’. This means that every time a new form is submitted on your Webflow site, it will trigger the automation.

• Select ‘Webflow V2’ as the trigger application.
• Choose ‘Form Submitted’ as the trigger event.
• Click on ‘Connect’ to establish a connection.

After clicking on ‘Connect’, you will need to enter your API token from your Webflow account. To generate this token, navigate to your Webflow dashboard, access the settings of your site, and create an API token with the necessary permissions. Once you have the token, paste it into Pabbly Connect and save the connection.

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3. Testing the Webflow Connection in Pabbly Connect

After setting up the Webflow trigger, it’s essential to test the connection in Pabbly Connect. Click on ‘Save and Send Test Request’ to capture the response from a form submission. This step ensures that the connection is working correctly before proceeding.

• Fill out the Webflow form with dummy data.
• Submit the form to trigger the connection.
• Check Pabbly Connect for the captured response.

If the test is successful, you will see the submitted data reflected in your Pabbly Connect workflow. This indicates that the integration between Webflow and Pabbly Connect is functioning properly and ready for the next step.

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4. Setting Up AI Sensei as the Action Application

Now, we will configure AI Sensei as the action application in Pabbly Connect. Select AI Sensei and choose the action event as ‘Send Template Message’. This will allow you to send a WhatsApp message automatically when a form is submitted.

To connect AI Sensei, click on ‘Connect’ and enter your API key from your AI Sensei account. This key is crucial for establishing the connection. Once connected, you will need to fill in the necessary details such as the campaign name, mobile number, and template parameters to customize your WhatsApp message.

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5. Finalizing the Integration and Testing

In this final step, complete the integration by entering the required details in Pabbly Connect. Ensure that you provide the correct campaign name and use the mapping feature for the mobile number and username fields to pull data from the Webflow submission.

After entering all necessary information, click on ‘Save and Send Test Request’ to test the WhatsApp message functionality. If everything is set up correctly, you will receive a WhatsApp message confirming the successful integration.

Now, your integration between Webflow and AI Sensei via Pabbly Connect is complete. You can automate WhatsApp messages for every new form submission, enhancing your customer engagement and response efficiency.

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Conclusion

This tutorial demonstrated how to integrate Webflow and AI Sensei using Pabbly Connect. By following these steps, you can automate WhatsApp messages for form submissions, improving communication with leads and customers. Enjoy the seamless automation!

Learn how to automate user creation in Zendesk from JotForm submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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 to Start Integration

In this section, we will learn how to access Pabbly Connect for integrating JotForm with Zendesk. First, navigate to the Pabbly Connect homepage by entering the URL in your browser. You will see options to sign in or sign up.

If you are a new user, click on the ‘Sign Up Free’ button to create an account and explore the features. Existing users can simply sign in. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can start building your workflows.

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2. Creating a Workflow in Pabbly Connect

To integrate JotForm with Zendesk using Pabbly Connect, the first step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will prompt you to name your workflow.

• Name your workflow, e.g., ‘Create Zendesk User on JotForm Submission.’
• Select a folder for organizing your workflows, such as ‘Automations.’

After naming and selecting a folder, click on the ‘Create’ button. You will now see the workflow setup screen, where you can define the trigger and action for your automation.

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3. Setting Up Trigger in Pabbly Connect

In this step, we will configure the trigger for our workflow using Pabbly Connect. Select JotForm as your trigger application. The next step is to choose the trigger event, which in this case is ‘New Response.’ This means the workflow will be triggered whenever a new form submission is received.

Once you select the trigger event, you will be provided with a webhook URL. This URL will be used to connect JotForm with Pabbly Connect. Copy this webhook URL and navigate to your JotForm account.

• Open your JotForm account and go to the form you want to integrate.
• Click on ‘Settings’ and then select ‘Integrations.’
• Choose ‘Webhooks’ and paste the copied URL to complete the integration.

After completing the integration in JotForm, your workflow is now ready to receive submissions.

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4. Configuring Action in Pabbly Connect

Now that we have set up the trigger, it’s time to configure the action in Pabbly Connect. Select Zendesk as your action application. The action event you need to choose is ‘Create User.’ This action will create a new user in your Zendesk account whenever a new form submission is received from JotForm.

To establish a connection between Pabbly Connect and Zendesk, click on the ‘Connect’ button. You will need to input your Zendesk username, API token, and subdomain. Make sure to enter the username in the format ‘username/token’.

To get the API token, log into your Zendesk account and navigate to ‘Admin Center.’ Generate a new API token and copy it. Paste the subdomain and API token in the respective fields in Pabbly Connect.

Once you have entered the required details, click on ‘Save’ to establish the connection.

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5. Mapping Data in Pabbly Connect

The final step in our integration process involves mapping data in Pabbly Connect. This step is crucial as it ensures that the correct information from JotForm is sent to Zendesk. You will need to map fields such as the user’s name, email, and phone number from the JotForm submission to the corresponding fields in Zendesk.

For example, map the ‘First Name’ and ‘Last Name’ fields to create a full name in Zendesk. Similarly, map the email and phone number fields. After mapping all the required fields, click on the ‘Save and Send Test Request’ button to verify that the integration works correctly.

Ensure all required fields in Zendesk are filled with data from JotForm. Review the test response to confirm successful user creation.

If everything is set up correctly, you will see a confirmation that a new user has been created in Zendesk. This completes the integration process using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of users in Zendesk from JotForm submissions. By following the detailed steps provided, you can streamline your customer inquiry management and improve response efficiency. Pabbly Connect offers a seamless way to integrate various applications, enhancing your business operations.

Learn how to automate sending New Year wishes to customers using Google Sheets and Gmail with Pabbly Connect. Step-by-step tutorial included. 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

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1. Introduction to Automating New Year Wishes

As the New Year approaches, it’s essential to send New Year wishes to your customers. Automating this process can save time and ensure personalized messages. In this tutorial, we will use Pabbly Connect to automate sending emails through Gmail using customer data from Google Sheets.

This integration allows you to efficiently manage customer outreach without manual effort. By connecting Google Sheets and Gmail via Pabbly Connect, you can send personalized New Year wishes along with discount offers automatically.

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2. Setting Up Pabbly Connect for Automation

To begin, navigate to the Pabbly Connect homepage by typing ‘pabbly.com/connect’ in your browser. If you’re a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply click ‘Sign in’ to access their account.

After logging in, you will be directed to the dashboard. Click on the ‘Create Workflow’ button to start the automation process. You will be prompted to name your workflow, such as ‘Send New Year Wishes to Customers via Email Automatically.’ Choose a relevant folder for organization and click ‘Create.’

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3. Configuring Google Sheets as Trigger

In this step, we will set Google Sheets as the trigger application. Select Google Sheets as your trigger app and choose the trigger event as ‘New or Updated Spreadsheet Row.’ This event will activate the workflow whenever a new row is added to your Google Sheets.

Next, you will need to connect Google Sheets with Pabbly Connect. A webhook URL will be provided, which you need to copy. Go to your Google Sheets, click on ‘Extensions,’ then ‘Add-ons,’ and select ‘Get Add-ons.’ Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your spreadsheet to see the new options.

• Click on ‘Initial Setup’ under ‘Pabbly Connect Webhooks.’
• Paste the copied webhook URL in the designated field.
• Set the trigger column to the last column of your data.

Once you have configured the initial setup, click ‘Send Test’ to ensure the connection works. This will send a test row to Pabbly Connect, confirming that your Google Sheets and Pabbly Connect are successfully linked.

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4. Sending New Year Wishes via Gmail

Now that we have Google Sheets set up, it’s time to configure the action step to send emails through Gmail. Select Gmail as your action application and choose ‘Send Email’ as the action event. You will need to connect your Gmail account to Pabbly Connect.

After connecting, you will fill in the email details. For the recipient email address, map the email field from the previous Google Sheets step. This ensures that each email sent is personalized for the respective customer. Set the sender name, subject (e.g., ‘Happy New Year and a Special Gift for You’), and select HTML as the content type for a more attractive email format.

• Map the customer’s name into the email body for personalization.
• Optionally, attach any relevant files like brochures.
• Click ‘Save and Send Test Request’ to test the email sending process.

Check the recipient’s inbox to confirm the email was received correctly. This step verifies that your Gmail integration with Pabbly Connect is functioning as intended.

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5. Finalizing the Automation Process

After successfully testing the email functionality, it’s time to finalize the automation. Go back to your Google Sheets and click on ‘Extensions,’ then ‘Pabbly Connect Webhooks,’ and select ‘Send All Data’ to send emails to all customers listed in your sheet.

As you add new customer rows to your Google Sheets, the automation will ensure they receive personalized New Year wishes automatically. This is a great way to engage customers and promote your business during the holiday season.

By following these steps, you can effectively automate sending New Year wishes using Pabbly Connect with Google Sheets and Gmail. This integration not only saves time but also enhances customer relations.

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Conclusion

In this tutorial, we explored how to automate sending New Year wishes to customers using Google Sheets and Gmail with Pabbly Connect. This process allows for personalized communication, enhancing customer engagement during the New Year season.

By implementing this automation, businesses can save time and ensure that every customer receives their New Year greetings and special offers, contributing to better customer relationships and increased sales.

Learn how to integrate India M leads into Salesforce using Pabbly Connect. This step-by-step tutorial covers the entire process. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process, first access Pabbly Connect by opening your web browser and navigating to the Pabbly Connect website. If you do not have an account, you can sign up for free, which allows you to get 100 free tasks every month. Existing users can simply log in to their accounts.

Once you are logged into Pabbly Connect, you will be directed to the dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is the first step to automate the process of transferring leads from India M to Salesforce.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects India M and Salesforce through Pabbly Connect. Click on the ‘Create Workflow’ button, and a pop-up window will appear. Name your workflow, such as ‘Add India M Leads to Salesforce’ and select the appropriate folder for saving your workflow.

• Name the workflow based on your objective.
• Select the folder to save the workflow.
• Click on the ‘Create’ button to proceed.

After naming and creating your workflow, 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 result. Here, you will set India M as the trigger application and select ‘New Leads’ as the trigger event.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, search for India M in the trigger application section within Pabbly Connect. Select it, and then choose ‘New Leads’ as the trigger event. This step connects your India M account to Pabbly Connect, allowing it to receive new lead notifications.

Copy the webhook URL provided by Pabbly Connect, as this URL will be used to connect India M to Pabbly Connect. You will need to paste this URL into the India M settings to complete the connection.

• Select ‘New Leads’ as the trigger event.
• Copy the webhook URL for integration.
• Ensure that the webhook is set up in India M to send data to Pabbly Connect.

Once the webhook is set up, any new leads generated in India M will automatically trigger the workflow in Pabbly Connect, allowing you to process this information seamlessly.

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4. Connecting India M to Salesforce via Pabbly Connect

Now that the trigger is set up, it’s time to create the action step in Pabbly Connect. Search for Salesforce as your action application and choose ‘Create Lead’ as the action event. This action will automatically add new leads from India M into your Salesforce account.

Connect Salesforce to Pabbly Connect by clicking on the ‘Connect’ button. You will need to authorize the connection by logging into your Salesforce account and allowing access. Once connected, you can map the lead details from the India M inquiry to the corresponding fields in Salesforce.

Select ‘Create Lead’ as the action event. Authorize the connection to Salesforce. Map the lead details from India M to Salesforce fields.

By mapping these details, you ensure that every time a new lead is received, it is automatically added to Salesforce with all relevant information, streamlining your sales process.

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5. Testing and Verifying the Integration

After setting up the workflow, it’s crucial to test and verify that the integration between India M and Salesforce via Pabbly Connect works as intended. Generate a test lead in India M to see if it triggers the workflow correctly.

Once you create a test inquiry, return to Pabbly Connect to check if the data has been received successfully. If the test is successful, you will see the lead details in your Pabbly Connect dashboard, confirming that the integration is functioning correctly.

Generate a test lead in India M. Check Pabbly Connect for the received data. Verify that the lead appears in Salesforce.

Once confirmed, your integration is complete, and you can now manage your leads efficiently by automatically adding them to Salesforce using Pabbly Connect.

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Conclusion

Integrating India M leads into Salesforce using Pabbly Connect streamlines your sales process and enhances lead management. By following the steps outlined in this tutorial, you can automate lead transfers, saving time and improving efficiency.