Integrating Ty Form with Graphy Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate user enrollment from Ty Form to Graphy using Pabbly Connect in this detailed tutorial. Follow our step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start integrating Ty Form with Graphy, first, you need to access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. Simply visit the Pabbly Connect homepage and sign in or create a new account.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create workflows that facilitate the integration between Ty Form and Graphy. Look for the ‘Create Workflow’ button at the top right corner to begin.


2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for connecting Ty Form to Graphy. Start by clicking the ‘Create Workflow’ button. You will then be prompted to name your workflow; for this tutorial, name it ‘Enroll Graphy User on Ty Form Submission’.

  • Select the appropriate folder for your workflow.
  • Click on ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see options to set up a trigger and an action. The trigger will be your Ty Form submission, and the action will be creating a learner in Graphy. This is where the automation process begins.


3. Setting Up the Ty Form Trigger

To set up the trigger in Pabbly Connect, select Ty Form as the trigger application. Choose the event as ‘New Entry’ to capture responses from your Ty Form. This means every time a form is submitted, Pabbly Connect will automatically trigger the workflow.

Next, connect your Ty Form account to Pabbly Connect. Click on ‘Connect with Ty Form’ and follow the prompts to authorize access. Once connected, select the specific form you wish to use for this automation. For example, choose the ‘Lead Form’ that you created for course registrations.


4. Creating a Learner in Graphy

After setting up the trigger, the next step in Pabbly Connect is to create a learner in your Graphy account. For this, select Graphy as the action application and the event as ‘Create Learner’. This action will automatically enroll the user who submitted the form.

Connect your Graphy account by entering the required API key and Merchant ID. These credentials can be found in your Graphy account under the Integrations section. Once entered, click on ‘Save’ to establish the connection.

  • Map the user’s email, first name, and last name from the Ty Form response to the corresponding fields in Graphy.
  • Leave the password field blank if not needed.

After mapping the fields, click ‘Save and Send Test Request’ to ensure the learner is created successfully in Graphy.


5. Enrolling the Learner in a Course

The final step in your automation using Pabbly Connect is enrolling the newly created learner in a specific course. For this, add another action step in your workflow, selecting Graphy again and choosing the ‘Enroll Learner to Course’ event.

Connect to your existing Graphy connection and enter the learner’s email and the course URL where you want to enroll them. You can find the course URL in your Graphy account under the specific course settings.

Ensure you map the learner’s email correctly. Click ‘Save and Send Test Request’ to finalize enrollment.

After completing these steps, check your Graphy account to confirm that the learner has been successfully enrolled in the selected course.


Conclusion

In this tutorial, we explored how to automate the enrollment of users from Ty Form to Graphy using Pabbly Connect. By following these steps, you can streamline your registration process and ensure a seamless experience for your learners. Automating this workflow saves time and enhances efficiency, making it easier to manage course enrollments.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate Typeform with CleverTap Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate Typeform submissions to CleverTap 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


1. Setting Up Pabbly Connect for Integration

To integrate Typeform with CleverTap, you first need to set up Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. Start by signing up for a free account on Pabbly Connect, which can be done quickly through the link provided in the description.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Typeform to CleverTap’, and choose the appropriate folder for your automation. After clicking ‘Create’, you will see two windows: the trigger window and the action window.


2. Connecting Typeform to Pabbly Connect

The next step involves connecting your Typeform account to Pabbly Connect. In the trigger window, search for Typeform and select it. From the dropdown, choose the trigger event as ‘New Entry’. Click ‘Connect’ and then select ‘Add New Connection’.

  • Click the ‘Connect with Typeform’ button.
  • Accept the connection request in the popup.
  • Select the form you want to connect from the dropdown menu.

After selecting your form, click on ‘Save and Send Test Request’. This action will prompt Pabbly Connect to wait for a new form submission from Typeform. To test this, make a dummy submission on your Typeform form and check if the response is captured in Pabbly Connect.


3. Uploading Event to CleverTap

Once you have successfully connected Typeform to Pabbly Connect, the next step is to upload the event to CleverTap. In the action window, search for CleverTap and select it. Choose ‘Upload Event’ as the action event.

Click on ‘Connect’ and select ‘Add New Connection’. You will need to enter your CleverTap account details, including the Account ID and Passcode, which can be found in the settings section of your CleverTap account. Make sure to select the correct region for your CleverTap account.

  • Copy the Account ID from CleverTap settings.
  • Paste the Passcode from CleverTap settings.
  • Select the region from the dropdown in Pabbly Connect.

After entering these details, click ‘Save’. Your CleverTap account is now connected to Pabbly Connect.


4. Mapping Data to CleverTap Event

In this step, you will map the data from Typeform submissions to the CleverTap event. In the action step, you will need to fill out the Object ID, Identity, Event Name, and Event Data fields. For Object ID, use the email address from the Typeform response. using Pabbly Connect

For the Event Name, you might name it something like ‘Feedback from Customer’. In the Event Data field, you will need to format the data as JSON. For example, include the name, email, mobile number, user rating, and feedback message in the specified format.

Use the email address as the Object ID. Define the Event Name clearly. Format the Event Data in JSON style.

Once all fields are filled, click on ‘Save and Send Test Request’ to upload the event to CleverTap. Check your CleverTap account to verify if the event has been logged successfully.


5. Testing the Automation Workflow

After setting everything up, it’s crucial to test your automation workflow using Pabbly Connect. Go to your Typeform account and make another dummy submission. Ensure that all fields are filled out correctly.

Once you submit the form, head back to your CleverTap account and check the events section. You should see the new event recorded with the details you provided in the Typeform submission. This confirms that your automation is functioning as expected.

If you encounter any issues, revisit the steps to ensure all connections and mappings are correct. Testing is essential to confirm that Pabbly Connect effectively bridges Typeform and CleverTap.


Conclusion

This tutorial demonstrates how to automate Typeform submissions to CleverTap using Pabbly Connect. By following these steps, you can streamline your process and enhance your data management. Automation saves time and ensures accuracy in your customer feedback logging.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating WhatsApp with Indiamart Leads Using Pabbly Connect

Learn how to integrate WhatsApp with Indiamart leads using Pabbly Connect for automated messaging. Follow our step-by-step tutorial for seamless automation. 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


1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, visit the official website by typing ‘Pabbly.com/connect’ in your browser. Pabbly Connect is a powerful automation tool that allows you to integrate various applications seamlessly. using Pabbly Connect

Once on the Pabbly Connect website, you need to sign in. Click on the ‘Sign In’ button if you are an existing user or ‘Sign Up for Free’ if you are new. By signing up, you gain access to 100 free tasks each month. After logging in, you will see the Pabbly Connect dashboard.


2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to initiate a new automation process. Name your workflow something descriptive, like ‘Send WhatsApp Message to Indiamart Leads’. This clarity helps in managing multiple workflows effectively. using Pabbly Connect

  • Click on the plus icon to create a new folder if needed.
  • Select the folder where you want to save your workflow.
  • After naming, click on ‘Create’.

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


3. Setting Up the Trigger with Indiamart

The first step in automation is to set up the trigger. For this workflow, choose Indiamart as your trigger application. The trigger event you need is ‘New Lead’. This means that every time a new lead is generated on Indiamart, the workflow will be activated.

To connect Indiamart with Pabbly Connect, you will be provided with a webhook URL. This URL acts as a bridge between Indiamart and Pabbly Connect. Access your Indiamart account, navigate to the Lead Manager, and select the option for Push API integration. Enter the webhook URL and save the details.


4. Configuring WhatsApp Messaging with AI Sensi

After setting up the trigger, the next step is to configure the action. For this integration, select AI Sensi as your action application, specifically the ‘Send Template Message’ event. This allows you to send automated WhatsApp messages to the leads captured by Indiamart. using Pabbly Connect

  • Enter your API key from your AI Sensi account to establish the connection.
  • Fill in the campaign name and mobile number for the message.
  • Utilize mapping to dynamically insert lead details into the message template.

Once all details are filled in, save the configuration and send a test request to ensure everything is working correctly. You should receive a confirmation message in your WhatsApp.


5. Testing the Integration Workflow

To confirm that your integration is functioning correctly, conduct a test by sending an inquiry from your Indiamart profile. Check if the message is delivered to WhatsApp as expected. The response should include the unique query ID and other details related to the inquiry.

After sending the test inquiry, return to your Pabbly Connect dashboard to see if the webhook response has been captured. If successful, you will receive a message in WhatsApp confirming the inquiry details.


This process demonstrates how to automate WhatsApp messaging for leads received via Indiamart using Pabbly Connect. The seamless integration allows for efficient communication with potential clients, enhancing your response time and customer satisfaction.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages for Indiamart leads. By following these steps, you can streamline your communication process and enhance customer engagement efficiently.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automate WhatsApp Messages with Pabbly Connect and WhatsApp Cloud API

Learn how to automate WhatsApp messages using Pabbly Connect with WhatsApp Cloud API and Cognitive Forms in this detailed step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for WhatsApp Integration

To automate WhatsApp messages using Pabbly Connect, first, access the Pabbly Connect homepage. Here, you can sign up for a new account or log in if you are an existing user. This platform will be crucial for connecting your Cognitive Forms with WhatsApp Cloud API.

After signing in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Send Automated WhatsApp Message on Cognitive Form Submissions.’ Choose an appropriate folder for your workflow to keep things organized.


2. Creating a Workflow in Pabbly Connect

In this step, we will create a workflow that connects Cognitive Forms to WhatsApp Cloud API using Pabbly Connect. After naming your workflow, you will be prompted to set a trigger and action. The trigger will be set to ‘New Entry’ from Cognitive Forms, which means that every time a new form submission is received, the workflow will trigger.

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

Once you have copied the webhook URL, go to your Cognitive Forms account and paste the URL in the ‘Submit Entry Endpoint’ section of your form. This establishes a connection between Cognitive Forms and Pabbly Connect, allowing it to receive data from form submissions.


3. Testing the Integration with Dummy Data

After setting up the webhook, it’s essential to test the integration to ensure everything works correctly. In your Cognitive Forms account, fill out the form with dummy data. This will help verify if Pabbly Connect captures the submission correctly.

Fill in the fields with sample data like first name, last name, email, mobile number, type of property, and city. After submitting the form, check the Pabbly Connect dashboard for a successful response. If the response shows the data captured, your trigger is set up correctly.


4. Sending Automated WhatsApp Messages

Now that we have our trigger set up, it’s time to configure the action step to send WhatsApp messages through the WhatsApp Cloud API using Pabbly Connect. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the action event.

To connect your WhatsApp Cloud API account, you will need to provide your token, phone number ID, and WhatsApp business account ID. These details can be obtained from your WhatsApp Cloud API account settings. After entering the required information, click on ‘Save’ to establish the connection.

  • Select the template you want to use for the message.
  • Map the recipient’s mobile number from the trigger data.
  • Insert dynamic variables in the message body for personalization.

Once everything is set, click on ‘Save and Send Test Request’ to send a test message. If successful, you will receive a WhatsApp message on the specified number, confirming that the integration works seamlessly.


5. Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages using Pabbly Connect and WhatsApp Cloud API. By connecting Cognitive Forms with Pabbly Connect, you can ensure timely responses to leads, enhancing customer engagement and satisfaction. This integration saves time and helps convert inquiries into successful sales.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Check out Pabbly Connect – Automate your business workflows effortlessly! Sign Up Free – Start your journey with ease! 10,000+ Video Tutorials – Learn step by step! Join Pabbly Facebook Group – Connect with 21,000+ like minded people!

Integrate IndiaMart Leads with Google Sheets Using Pabbly Connect

Learn how to automate the integration of IndiaMart leads into Google Sheets using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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


1. Access Pabbly Connect for Automation

To integrate IndiaMart leads into Google Sheets, we will use Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and get 100 free tasks each month.

Once logged in, you will see all the applications available in Pabbly. Click on the ‘Access Now’ button next to Pabbly Connect to enter the dashboard. Here, you will create a new workflow to automate the lead transfer process.


2. Create a New Workflow in Pabbly Connect

In this step, we will set up a workflow in Pabbly Connect to automate the lead integration. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow and select a folder.

  • Name your workflow as ‘Add IndiaMart Leads to Google Sheets’.
  • Select the folder where you want to save this workflow.

After entering the details, click on the ‘Create’ button. Your new workflow will now appear, ready for configuration with a trigger and action setup.


3. Set Up Trigger for New Leads from IndiaMart

Now, we will configure the trigger in Pabbly Connect to capture new leads from IndiaMart. For the trigger application, select ‘IndiaMart’ and the trigger event as ‘New Leads’. Pabbly Connect will provide you with a unique webhook URL to connect with your IndiaMart account.

Copy the webhook URL and log in to your IndiaMart account. Navigate to the ‘Lead Manager’ section, then select ‘Import and Export Leads’. Choose the ‘Push API’ option and paste the copied webhook URL into the provided field. Name the source as ‘Pabbly Connect’ and save the details.


4. Generate a Test Lead to Verify the Connection

After setting up the webhook, it’s time to test the connection. Go back to your IndiaMart account and create a test lead. For this, select a dummy product and fill in the required details, including your inquiry message. using Pabbly Connect

  • Enter all necessary information, including name, email, and phone number.
  • Submit the inquiry and check if Pabbly Connect captures the response.

Once the lead is generated, return to your Pabbly Connect workflow to see if the lead details have been captured successfully. This confirms that the trigger is working as intended.


5. Set Up Action to Add Leads to Google Sheets

The final step involves configuring the action in Pabbly Connect. For the action application, select ‘Google Sheets’ and the action event as ‘Add New Row’. Click on the ‘Connect’ button to create a connection with your Google Sheets account.

Authorize Pabbly Connect to access your Google Sheets by clicking on the ‘Allow’ button. After authorization, select the spreadsheet and sheet where you want the lead details to be added. Map the fields from the previous lead capture step to the corresponding columns in Google Sheets.


Conclusion

By following this tutorial, you have successfully integrated IndiaMart leads into Google Sheets using Pabbly Connect. This automation saves time and ensures that all leads are recorded accurately in your spreadsheet, enhancing your business efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating Instamojo with Brevo Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Instamojo with Brevo using Pabbly Connect for automatic contact updates. Follow this detailed tutorial for seamless automation! 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. Introduction to Pabbly Connect for Instamojo and Brevo Integration

In this tutorial, we will explore how to use Pabbly Connect to add or update Brevo contacts whenever a sale is made on Instamojo. By automating this process, you can keep your contact list up to date without manual intervention.

Using Pabbly Connect, you can seamlessly integrate various applications, including Instamojo and Brevo. This integration ensures that whenever a new sale occurs, the corresponding contact information is automatically added or updated in your Brevo account.


2. Setting Up Pabbly Connect for Automation

To begin, access Pabbly Connect by visiting the Pabbly Connect website. If you’re a new user, you can sign up for free and explore the features available. Existing users can simply log in to their accounts.

  • Go to the dashboard and select ‘Create Workflow’.
  • Name your workflow, for instance, ‘Add or Update Brevo Contact on Instamojo Sale’.
  • Click on ‘Create’ to open the workflow window.

Once the workflow window is open, you will set up a trigger and an action. The trigger will be from Instamojo, which initiates the workflow when a new sale is made, while the action will be to create or update a contact in Brevo using Pabbly Connect.


3. Configuring the Instamojo Trigger in Pabbly Connect

To set the trigger, select Instamojo as the application in Pabbly Connect. Choose the trigger event as ‘New Sale’. This event will activate the workflow whenever a sale occurs on your Instamojo account.

After selecting the trigger, Pabbly Connect will provide a webhook URL. You need to copy this URL and paste it into your Instamojo account under the settings for the product you want to track.

  • Go to your Instamojo account and select the product.
  • Navigate to ‘Advanced Settings’ and find the ‘Webhook’ section.
  • Paste the copied webhook URL and select ‘Successful Payments’ for the information to be sent.

After saving these settings, you will need to perform a test submission to ensure that Pabbly Connect captures the response correctly.


4. Testing the Webhook Response in Pabbly Connect

To test the webhook response, go back to your Instamojo account and make a test purchase. Fill in the necessary details such as name, email, and phone number, then proceed to payment.

Once the payment is successful, Pabbly Connect will capture the response from the sale. You can verify this by checking your Pabbly Connect workflow, where the captured details will appear.

Ensure that the payment status is marked as successful. Check the details of the buyer to confirm that they match what was entered during the purchase.

With a successful test submission, you can now proceed to set up the action step in Pabbly Connect.


5. Setting Up Brevo Action in Pabbly Connect

For the action application, select Brevo in Pabbly Connect and choose the action event ‘Create or Update a Contact’. This step allows you to add or update the contact information in Brevo based on the data received from Instamojo.

To connect your Brevo account, you will need to provide your API key and domain. Retrieve your API key from your Brevo account settings and enter it in Pabbly Connect. Make sure to map the email and other details from the previous response to create a new contact.

Map the email, first name, and last name from the data captured in the trigger step. Ensure that you enable the update option to allow for contact updates.

After configuring these details, click on ‘Save and Send Request’ to finalize the workflow. You will receive a confirmation that the contact has been successfully created or updated in your Brevo account.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding or updating Brevo contacts whenever a sale is made on Instamojo. This integration not only saves time but also ensures that your contact list remains current and organized.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

By following these steps, you can streamline your marketing efforts and improve customer engagement through efficient automation.

How to Send Christmas Wishes to Customers via WhatsApp Automatically Using Pabbly Connect

Learn how to automate sending Christmas wishes to your customers via WhatsApp using Pabbly Connect and Google Sheets. Step-by-step tutorial included! 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


1. Introduction to Automating Christmas Wishes with Pabbly Connect

In this tutorial, we will explore how to send Christmas wishes to customers via WhatsApp automatically using Pabbly Connect. This process eliminates the need for manual messaging, making it efficient for business owners. Using Pabbly Connect, we will integrate Google Sheets and WhatsApp to automate the sending of personalized messages.

As a retailer, maintaining customer relationships is crucial. By automating your Christmas wishes, you can ensure that every customer receives a heartfelt message. This guide will walk you through the steps required to set up this automation using Pabbly Connect.


2. Setting Up Your Pabbly Connect Account

To begin, you need to access Pabbly Connect. If you don’t have an account, sign up for free on the Pabbly website. Existing users can log in to their accounts. Once logged in, you will see the dashboard where you can manage your integrations.

Follow these steps to create a workflow for sending Christmas wishes:

  • Click on the ‘Create Workflow’ button in the top right corner.
  • Name your workflow, e.g., ‘Send Christmas Wishes to Customers via WhatsApp Automatically’.
  • Select a folder where you want to save this workflow.

After setting up the workflow, you will see two windows: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens in response. The next step is to set up the Trigger using Google Sheets.


3. Setting Up Google Sheets as a Trigger in Pabbly Connect

In this step, we will configure Google Sheets as the Trigger application in Pabbly Connect. Select Google Sheets as your Trigger application and choose the event as ‘New or Updated Spreadsheet Row’. This means that whenever a new customer record is added, Pabbly Connect will capture this event.

Next, you will receive a unique webhook URL from Pabbly Connect. Follow these steps to connect Google Sheets to Pabbly Connect:

  • Copy the webhook URL provided by Pabbly Connect.
  • Open your Google Sheets and go to Extensions > Add-ons > Get add-ons.
  • Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already.

After installation, go back to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup’. Paste the copied webhook URL and set the trigger column (e.g., Column D where customer data will be added). Click on the Submit button to complete the setup.


4. Setting Up WhatsApp as an Action in Pabbly Connect

Once the Trigger is set, it’s time to configure WhatsApp as the Action application in Pabbly Connect. Select WhatsApp by AI Sensei as your Action application and choose the event ‘Set Template Message’. This step allows you to send a predefined message to your customers.

To connect WhatsApp to Pabbly Connect, you will need an API key from your AI Sensei account. Here’s how:

Click on ‘Add New Connection’ and enter your API key from AI Sensei. Create a campaign in AI Sensei for your Christmas wishes. Map the customer’s phone number and name to personalize the message.

After mapping the required fields, click on the ‘Save and Send Test Request’ button. If successful, you will receive a confirmation, and your workflow will be ready to send messages automatically.


5. Finalizing Your Automation with Pabbly Connect

Now that both Google Sheets and WhatsApp are set up, you can finalize your automation in Pabbly Connect. To ensure that every new customer receives a message, go back to your Google Sheets extension and select ‘Send on Event’. This ensures that every time a new entry is made, Pabbly Connect captures it.

Additionally, if you want to send messages to all existing customers, select ‘Send All Data’ in the Pabbly Connect Webhooks settings. This will forward the Christmas wishes to every customer listed in your Google Sheets.

Once everything is set, test the workflow by adding a new customer to your spreadsheet. You should see the WhatsApp message sent automatically. This demonstrates how Pabbly Connect streamlines your communication process and enhances customer engagement during the festive season.


Conclusion

In this tutorial, we explored how to send Christmas wishes to customers via WhatsApp automatically using Pabbly Connect. By integrating Google Sheets with WhatsApp, you can efficiently manage customer communications. Automating this process not only saves time but also ensures that every customer feels valued during the holiday season.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automate Flowlu Contact Creation from Paperform Submissions Using Pabbly Connect

Learn how to automate the creation of Flowlu contacts from Paperform submissions using Pabbly Connect with this detailed step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below


Introduction to Pabbly Connect for Paperform and Flowlu Integration

Pabbly Connect is an essential tool for automating workflows between applications like Paperform and Flowlu. This tutorial will guide you through the process of creating a Flowlu contact whenever a new submission is made in Paperform. By leveraging Pabbly Connect, you can streamline your business processes without any coding knowledge.

To begin, ensure you have accounts set up with both Paperform and Flowlu. This integration will help you automatically save new client submissions as contacts in Flowlu, enhancing your real estate agency’s efficiency. Let’s dive into the steps required to set this up using Pabbly Connect.


Accessing Pabbly Connect for Workflow Creation

Start by visiting the Pabbly Connect website. If you’re new, click on the ‘Sign Up for Free’ button to create an account and receive 100 tasks free each month. Existing users can simply log in to access the dashboard. Once logged in, you will see various Pabbly applications listed, and you should select Pabbly Connect to begin your workflow setup.

Next, click on the ‘Create Workflow’ button. You will need to name your workflow. For this integration, use a descriptive name such as ‘Create Flowlu Contact on Paperform Submission’ and select a folder for organization. After naming, click on ‘Create’ to proceed to the workflow window where you will define the trigger and action events.


Setting Up Trigger with Paperform in Pabbly Connect

In the workflow window, you will first set up the trigger. Since we want to initiate the workflow when a new submission is made, select Paperform as the trigger application. Search for ‘Paperform’ and select it. You will then be prompted to choose the trigger event; select ‘New Form Submission’ to ensure the workflow starts upon each new submission.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL to use in your Paperform settings. To establish the connection, log into your Paperform account, edit the form you wish to connect, and navigate to the ‘After Submission’ tab. Here are the steps to follow:

  • Click on ‘Integrations and Webhooks’.
  • Locate the Webhooks section and click on ‘Add Webhook’.
  • Paste the copied webhook URL and set it to trigger on ‘New Submission’.

Now that you’ve set up the webhook, click ‘Create’ to save the integration. This will link Paperform submissions to your Pabbly Connect workflow, allowing it to capture incoming data effectively.


Testing the Webhook Response in Pabbly Connect

After setting up the webhook, it’s crucial to test the connection to ensure everything is working correctly. To do this, go back to your Paperform and submit a test entry. Fill in the form fields with sample data and click ‘Submit’. Once you see the ‘Submission Successful’ message, return to Pabbly Connect and check for the webhook response.

In your Pabbly Connect workflow, you should see the captured response from the test submission. Verify that all details are correctly recorded. This includes first name, last name, email address, and any other relevant fields. The successful capture of this data confirms that your Paperform is correctly integrated with Pabbly Connect.


Creating a Flowlu Contact Through Pabbly Connect

Now that you have successfully set up your trigger, it’s time to define the action that occurs in Flowlu. Search for ‘Flowlu’ in the action application section and select it. Choose the action event ‘Create CRM Contact’ to create a new contact in your Flowlu account based on the Paperform submission.

Upon selecting the action event, you will need to connect your Flowlu account to Pabbly Connect. If this is your first time connecting, you’ll be prompted to enter your API key and account URL. To obtain these, log into your Flowlu account, navigate to your profile settings, and access the API settings. Here are the steps to get your API key:

  • Click on the ‘Add’ button in the API settings.
  • Name it ‘Paperform Submission’ and select the CRM application.
  • Save the settings to generate your API key.

Copy the API key and paste it into Pabbly Connect, and enter the account URL (excluding any trailing slashes). After saving this information, your Flowlu account will be linked, allowing you to map the data from your Paperform submission to the fields in Flowlu.


Mapping Data and Finalizing Your Workflow

With your Flowlu account connected, it’s time to map the data from the Paperform submission to the corresponding fields in Flowlu. This involves selecting the dynamic fields from the previous step’s response. For example, map the first name, last name, email, and phone number to their respective fields in Flowlu. This ensures that the contact details are accurately captured whenever a new submission occurs.

Once you have completed mapping the necessary fields, click on the ‘Save and Send Test Request’ button. This will send a test request to Flowlu to create a new contact. If successful, you will receive a confirmation message. To verify, log into your Flowlu account and check the contacts section to see if the new contact has been created with the details from your test submission.

With this, you have successfully set up an automated workflow using Pabbly Connect to create Flowlu contacts from Paperform submissions. This integration allows for seamless data transfer, ensuring that your CRM is always up to date without manual intervention.


Conclusion

In this tutorial, we explored how to automate the creation of Flowlu contacts using Pabbly Connect whenever a new Paperform submission occurs. This integration not only saves time but also keeps your CRM updated effortlessly. By following the steps outlined, you can streamline your client management process and focus on building stronger relationships.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate Paper Form with AWeber Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to automate your lead generation by integrating Paper Form with AWeber using Pabbly Connect. Follow this detailed tutorial for seamless automation. 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 start the integration process, first, access Pabbly Connect. It’s essential to have an account to create workflows that automate tasks between applications. If you are new, you can sign up for free and receive 100 tasks monthly.

Once logged in, you will see the dashboard of Pabbly Connect. Click on the ‘Access Now’ button to proceed to the main interface where you can manage your integrations.


2. Creating a Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will prompt you to enter a name for your workflow.

  • Name your workflow as ‘Create AWeber Subscriber on Paper Form Submission’.
  • Select a folder to save your workflow, such as ‘Paper Form Automations’.

After naming your workflow and selecting the appropriate folder, click the ‘Create’ button. This action sets the stage for the automation process.


3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow. The trigger will be the event that starts the automation. Choose ‘Paper Form’ as your trigger application and select ‘New Form Submission’ as the trigger event.

  • Copy the Webhook URL provided by Pabbly Connect.
  • Open your Paper Form account and navigate to the form you created.
  • Paste the copied Webhook URL in the integration settings of your Paper Form.

After setting the Webhook URL, test the connection by submitting a test form. This will allow Pabbly Connect to capture the form submission data.


4. Setting Up the Action Step in Pabbly Connect

After successfully setting up the trigger, the next step is configuring the action. For this integration, select ‘AWeber’ as the action application and choose ‘Add or Update Subscriber’ as your action event.

Connect your AWeber account by clicking the ‘Connect with AWeber’ button. Grant the necessary permissions to allow Pabbly Connect to manage your subscribers. After authorization, select the appropriate account ID and list ID where you want to add the subscribers.

Map the fields from your Paper Form submission to the corresponding fields in AWeber, such as full name, email, and service interested. This mapping ensures that the data is correctly transferred from Paper Form to AWeber.


5. Testing the Integration with Pabbly Connect

Finally, it’s time to test your integration. Submit another test form using your Paper Form link to see if the subscriber is added to AWeber. After submitting the form, check your AWeber account to confirm the new subscriber appears in your list.

This successful test indicates that Pabbly Connect has automated the process correctly. You can now rely on this integration to manage your leads without manual effort.

With this setup, every new form submission will automatically create or update a subscriber in AWeber, streamlining your email marketing efforts.


Conclusion

In this tutorial, we explored how to integrate Paper Form with AWeber using Pabbly Connect. This automation helps streamline the process of managing leads and subscribers effectively. By following the steps outlined, you can enhance your email marketing efforts with minimal manual intervention.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating Google Ads Leads to Zoho Campaigns with Pabbly Connect

Learn how to seamlessly add Google Ads leads as subscribers in Zoho Campaigns using Pabbly Connect in this detailed step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Google Ads and Zoho Campaigns Integration

To begin integrating Google Ads leads into Zoho Campaigns, you first need to access Pabbly Connect. This platform serves as the central hub for creating automation workflows between different applications.

Open your web browser and type in the URL for Pabbly Connect. You will see options to either sign in or sign up for free. If you are a new user, click on the ‘sign up for free’ button to create an account, which will give you 100 free tasks each month to explore the platform.


2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you can create a new workflow for adding Google Ads leads as subscribers in Zoho Campaigns. Click on the ‘Create Workflow’ option, and a dialog box will appear asking for a name. Enter a suitable name like ‘Add or Update Zoho Campaign Subscriber for Google Ads’ and select the appropriate folder for organization.

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

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while Action is what happens as a result of the Trigger.


3. Setting Up Google Ads Trigger in Pabbly Connect

In this step, you will select Google Ads as the Trigger application in Pabbly Connect. Choose the ‘New Lead Form Entry’ event as the Trigger event. This means that whenever a new lead submits a form in Google Ads, it will trigger the workflow.

After selecting the Trigger, you will receive a webhook URL. This URL needs to be copied and pasted into your Google Ads lead form settings. This connection allows Pabbly Connect to receive data from Google Ads whenever a new lead is generated.

  • Select Google Ads as the Trigger application.
  • Choose ‘New Lead Form Entry’ as the Trigger event.
  • Copy the webhook URL for integration.

This setup is critical as it ensures that every new lead captured by Google Ads is sent directly to Pabbly Connect.


4. Connecting Zoho Campaigns as Action in Pabbly Connect

After setting up the Trigger, the next step is to configure the Action application, which in this case is Zoho Campaigns. In Pabbly Connect, select Zoho Campaigns as the Action application and choose the ‘Add or Update Subscriber’ event.

Before you can proceed, ensure you are logged into your Zoho Campaigns account. You will need to provide your Zoho domain name for the connection. Once connected, you can select the list where you want to add the new leads as subscribers.

Select Zoho Campaigns as the Action application. Choose ‘Add or Update Subscriber’ as the Action event. Provide your Zoho domain name to establish the connection.

Mapping the fields from the Google Ads lead response to the Zoho Campaigns subscriber fields is essential for successful integration. Ensure that you map the email, first name, last name, and city to their respective fields in Zoho Campaigns.


5. Testing the Integration of Google Ads Leads into Zoho Campaigns

Once you have mapped all necessary fields in Pabbly Connect, it’s time to test the integration. Click on the ‘Save and Send Test Request’ button to send test data from Google Ads to Zoho Campaigns. If everything is configured correctly, you will receive a confirmation that a subscriber has been successfully added.

Check your Zoho Campaigns account to see if the new subscriber appears in the specified list. This confirms that the integration is working as intended. Whenever a new lead is submitted through Google Ads, they will automatically be added as a subscriber in Zoho Campaigns.

By following this process, you can automate the addition of Google Ads leads as subscribers, enhancing your marketing efforts and improving follow-up efficiency.


Conclusion

Integrating Google Ads leads into Zoho Campaigns using Pabbly Connect allows businesses to efficiently manage their subscriber lists. This tutorial provides a clear, step-by-step guide to automate the process, ensuring no lead is missed.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.