Author: Rajpal Tomar

Learn how to automate sending WhatsApp messages to IndiaMART leads for the cement industry using Pabbly Connect. Follow this 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 for Automation

To begin automating WhatsApp messages to IndiaMART leads, you first need to access Pabbly Connect. Open your web browser and type in the URL Pabbly.com/connect. Here, you will find options to sign in or sign up for free.

If you’re a new user, click on the ‘Sign up for free’ button to create an account. Upon registration, you will receive 100 free tasks per month to explore the capabilities of Pabbly Connect. If you already have an account, simply log in.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ option to begin setting up your automation.

• Provide a name for your workflow, such as ‘Send WhatsApp Message to IndiaMART Leads’.
• Select the appropriate folder to save your workflow.
• Click on ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see a blank canvas where you can define the trigger and actions. The trigger will initiate the workflow when a new lead is received from IndiaMART, while the action will send a WhatsApp message using Pabbly Connect.

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3. Setting Up the Trigger for IndiaMART Leads

In this step, you will configure the trigger in Pabbly Connect to capture new leads from IndiaMART. Choose IndiaMART as your trigger application and select the event ‘New Lead Received’.

Follow the instructions provided to copy the webhook URL generated by Pabbly Connect. This URL will be used to connect your IndiaMART account. Go to your IndiaMART account, access the Lead Manager, and under the Push API settings, paste the webhook URL into the designated field.

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4. Testing the Integration with a Dummy Lead

To ensure that the connection between IndiaMART and Pabbly Connect is successful, you need to test it by submitting a dummy lead. Create a test profile in incognito mode and send a dummy inquiry through IndiaMART.

• Log in to your dummy account.
• Fill in the required details such as name, email, and phone number.
• Submit the inquiry for your cement products.

After submitting the inquiry, check back in Pabbly Connect to see if the lead’s details have been captured successfully. This indicates that your integration is working correctly and ready for the next steps.

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5. Sending WhatsApp Messages Using AI Sensei

Now that you have set up the trigger, it’s time to configure the action to send WhatsApp messages. Select AI Sensei as your action application in Pabbly Connect and choose the action event ‘Send Template Message’.

To establish the connection, you will need your API key from AI Sensei. Navigate to your AI Sensei account, copy the API key, and paste it into Pabbly Connect. After connecting, configure the message template that includes personalized details for each lead.

Enter the campaign name and link it to your message template. Map the mobile number and name of the lead from the captured response. Click ‘Save and Send Test Request’ to send a test message.

Once the message is sent, confirm that it has been received on the lead’s WhatsApp. This completes the automation process using Pabbly Connect, allowing you to send personalized messages effortlessly to new leads from IndiaMART.

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Conclusion

In this tutorial, we explored how to automate sending WhatsApp messages to IndiaMART leads using Pabbly Connect. By following these steps, you can streamline your communication and enhance your engagement with potential customers in the cement industry.

Learn how to automate the enrollment of Graphy users through Webflow submissions using Pabbly Connect in this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating the enrollment of Graphy users on Webflow submissions, first, access Pabbly Connect. This platform is essential for creating automated workflows between applications like Webflow and Graphy.

After visiting the Pabbly Connect website, sign in to your account. If you are a new user, you can easily sign up for free and receive 100 tasks every month. Once logged in, you will see the dashboard where all Pabbly applications are displayed.

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2. Creating the Workflow in Pabbly Connect

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

• Name your workflow: ‘Enroll Graphy User on Webflow Submission’.
• Select a folder for your workflow, e.g., ‘Graphy Automations’.
• Click on the ‘Create’ button to finalize.

After creating the workflow, you will see two windows: one for the trigger and another for the action. This setup is crucial for automating the process of enrolling students.

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3. Setting Up the Trigger with Webflow

The next step involves setting up the trigger in Pabbly Connect. Select Webflow as your trigger application. Choose ‘Webflow V2’ and select ‘Form Submitted’ as the event. This will allow Pabbly Connect to capture form submissions from your Webflow site.

Click on the ‘Connect’ button, and a window will prompt you to set up a new connection. You will need to provide an API token from your Webflow account. To do this, navigate to your Webflow settings, generate a new API token, and copy it back to Pabbly Connect.

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4. Creating a Learner in Graphy

Once the trigger is set up, the next action is to create a learner in Graphy using Pabbly Connect. Select Graphy as your action application and then choose ‘Create Learner’ as your action event. This step is essential for enrolling students who submit the Webflow form.

After clicking on the ‘Connect’ button again, you will need to enter the API key and merchant ID from your Graphy account. These credentials will allow Pabbly Connect to communicate effectively with Graphy.

• Map the fields from the Webflow submission to the Graphy learner fields.
• Ensure you include the learner’s email, name, and a generated password.
• Click on ‘Save and Send Test Request’ to create the learner.

Upon successful creation, you will receive a positive response confirming that the learner has been added to your Graphy account.

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5. Enrolling the Learner to a Course

The final step in this automation is to enroll the newly created learner into a specific course using Pabbly Connect. Again, select Graphy as your action application, but this time choose ‘Enroll Learner to Course’ as the action event.

Map the learner’s email from the previous step and provide the course URL you want to enroll them in. This URL can be obtained from your Graphy course settings. After entering all the required information, click ‘Save and Send Test Request’.

Verify the successful enrollment response from Graphy. Check your Graphy account to confirm the learner appears in the course.

With these steps completed, you have successfully set up an automation process between Webflow and Graphy using Pabbly Connect. This integration streamlines the enrollment process, saving you time and reducing errors.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the enrollment of Graphy users through Webflow submissions. This integration not only saves time but also enhances the student experience by ensuring immediate access to courses.

Learn how to automate the process of creating or updating GoHighLevel contacts from Paperform submissions using Pabbly Connect in this step-by-step tutorial. 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 create or update GoHighLevel contacts on Paperform submissions, you first need to access Pabbly Connect. This integration tool allows you to automate workflows without any coding skills. Start by visiting the Pabbly Connect website and signing in or signing up for a free account.

Once you are logged in, you will be directed to the Pabbly Connect dashboard. Here, you can manage your workflows and automation tasks efficiently. To set up the integration, click on the Pabbly Connect option to access your automation settings.

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2. Creating a New Workflow in Pabbly Connect

To create a new workflow, click on the Create Workflow button. You will need to name your workflow, for example, ‘Create or Update GoHighLevel Contact on Paperform Submission’. Select the appropriate folder to save your workflow.

• Name your workflow appropriately.
• Choose a folder for organization.
• Click Create to initiate the workflow setup.

After clicking create, you will see two boxes labeled Trigger and Action. The trigger will be Paperform, and the action will be GoHighLevel. This setup ensures that whenever a new form submission occurs in Paperform, a contact will be created or updated in GoHighLevel automatically.

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3. Setting Up Trigger and Action in Pabbly Connect

In the trigger application, select Paperform and the event as New Form Submission. This means that every time a new lead fills out the Paperform, it will trigger the workflow. You will be provided with a webhook URL that acts as a bridge between Paperform and Pabbly Connect.

Next, log into your Paperform account, edit the form you are using, and navigate to the After Submission settings. Under Integrations, select Webhooks and add the webhook URL provided by Pabbly Connect. Make sure to set the trigger to New Submission before saving the settings.

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4. Mapping Data to GoHighLevel in Pabbly Connect

After setting up the trigger, move to the action application and select Lead Connector V2 as your action event. This will allow you to create or update contacts in GoHighLevel based on the data received from Paperform. Connect your GoHighLevel account by following the authorization prompts.

Now, you need to map the fields from the Paperform submission to the corresponding fields in GoHighLevel. Use the response data from Paperform to fill in the first name, last name, email, and phone number fields dynamically. This ensures that every new submission updates or creates a contact with the correct information.

• Select the appropriate fields for mapping.
• Ensure dynamic mapping for accurate data transfer.
• Click Save and Send Test Request to verify the setup.

Once the test request is sent, check your GoHighLevel account to verify that the contact has been created with the information provided from the Paperform submission. This confirms that the integration via Pabbly Connect is functioning correctly.

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5. Testing the Integration and Finalizing Setup

To ensure everything works as expected, perform a test submission on your Paperform. Fill in the required fields and submit the form. Once submitted, return to Pabbly Connect and check for the response logged from the webhook.

If the response shows the correct data, go back to your GoHighLevel account and refresh the contacts page. You should see the new contact created automatically. This confirms that the integration is successful and that every new submission on Paperform will create or update a contact in GoHighLevel seamlessly.

Finally, remember that this integration can be expanded to include more applications using Pabbly Connect. You can automate various workflows to enhance your operational efficiency.

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Conclusion

In this tutorial, we explored how to create or update GoHighLevel contacts on Paperform submissions using Pabbly Connect. This integration simplifies your workflow by automating data transfers, ensuring that your contact list remains up-to-date without manual intervention.

Learn how to automate Facebook Lead Ads management using Pabbly Connect. This tutorial covers step-by-step integration with Agile CRM for seamless lead management. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate Facebook Lead Ads management, start by accessing Pabbly Connect. Open your browser and search for Pabbly Connect. You will find options to sign in or sign up for free.

If you are a new user, click on ‘Sign up for free’ to get 100 tasks free every month. As an existing user, click on ‘Sign in’ to access your dashboard. Once logged in, you can navigate to Pabbly Connect to begin setting up your integration.

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2. Creating a New Workflow in Pabbly Connect

Once you are in Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter a name like ‘Automate Facebook Lead Ads Management’ and select a folder to save it.

• Click on ‘Create’ to proceed.
• The workflow window will open, allowing you to set triggers and actions.
• Select Facebook Lead Ads as your trigger application.

In the workflow window, you will define the trigger event. Select ‘New Lead Instant’ to ensure the workflow starts when a new lead is captured. This is where the automation begins with Pabbly Connect.

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3. Connecting Facebook Lead Ads to Pabbly Connect

Next, you will connect your Facebook Lead Ads account to Pabbly Connect. Click on ‘Connect’ after selecting your trigger event. If prompted, choose to add a new connection.

• Click on the blue button labeled ‘Connect with Facebook Lead Ads’.
• Select your Facebook account and authorize access.
• Choose the page and lead form you want to use.

Once you’ve selected the page and lead form, click on ‘Save and Send Test Request’. This will set up your trigger successfully in Pabbly Connect, capturing lead information from Facebook Lead Ads.

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4. Integrating Agile CRM with Pabbly Connect

Now that you have set up the trigger, it’s time to integrate Agile CRM as the action application in Pabbly Connect. Search for Agile CRM and select it as your action application.

Choose the action event as ‘Create Contact’. Click on ‘Connect’ and add a new connection. Provide your Agile CRM login email, API key, and domain.

After connecting Agile CRM, map the lead details captured from Facebook Lead Ads to the corresponding fields in Agile CRM. This allows Pabbly Connect to dynamically insert lead information into your CRM seamlessly.

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5. Testing Your Automation Workflow

To ensure everything is working correctly, test your workflow by submitting a new lead through the Facebook Lead Ads form. After submitting, check your Agile CRM to see if the new contact appears.

Refresh the contacts page in Agile CRM, and you should see the lead details populated correctly. This confirms that Pabbly Connect has successfully automated the lead management process, allowing your sales team to follow up promptly.

With this setup, every new lead generated through your Facebook ads will automatically sync with your Agile CRM, streamlining your lead management and enhancing efficiency.

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Conclusion

In this tutorial, you learned how to automate Facebook Lead Ads management using Pabbly Connect. By integrating Facebook Lead Ads with Agile CRM, you can efficiently manage leads without manual data entry, facilitating quicker follow-ups and conversions.

Learn how to seamlessly integrate Instagram Lead Ads with CleverTap using Pabbly Connect for efficient lead management and tracking. 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. Setting Up Pabbly Connect for Instagram Lead Ads

To integrate Instagram Lead Ads with CleverTap, the first step is to set up Pabbly Connect. Start by signing up for a free account on Pabbly Connect’s website. This platform will help automate the entire process of adding new leads from Instagram to CleverTap.

Once you have created your account, navigate to the dashboard. Click on the ‘Create Workflow’ button to begin setting up your automation. Name your workflow, for example, ‘Instagram Lead Ads to CleverTap’ and choose the folder in which to save it.

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2. Connecting Instagram Lead Ads to Pabbly Connect

The next step involves connecting your Instagram Lead Ads account with Pabbly Connect. In the trigger section, select ‘Instagram Lead Ads’ as the application. Choose the event ‘New Lead’ from the dropdown menu.

• Click on ‘Connect’ and then ‘Add New Connection’.
• Authorize Pabbly Connect to access your Instagram Lead Ads account.
• Select the appropriate Facebook page linked to your Instagram account.

After selecting your Facebook page, choose the lead generation form you want to connect. If you want to capture leads from all forms, select that option. Click on ‘Save and Send Test Request’ to verify the connection.

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3. Capturing Leads in Pabbly Connect

After saving the test request, Pabbly Connect will wait for a response from Instagram Lead Ads. You can either wait for a live lead or use Meta’s Lead Ads Testing Tool to generate a test lead.

To generate a test lead, select your Facebook page and the lead generation form in the testing tool. Fill in the lead details, such as name, email, and phone number, and submit the form. This will trigger Pabbly Connect to capture the lead details.

• Input the name as ‘Demo User’.
• Enter a dummy email address and mobile number.
• Submit the form to see the lead captured in Pabbly Connect.

Once the lead is captured, you will see the details in Pabbly Connect, confirming that the trigger step is successfully completed.

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4. Sending Lead Details to CleverTap

Now that you have captured the lead details in Pabbly Connect, the next step is to send these details to CleverTap. In the action section, select ‘CleverTap’ as the application and choose the action event ‘Create or Update User Profile’.

Connect your CleverTap account by entering the Project ID and Passcode from your CleverTap settings. Ensure you also select the correct region for your account. After establishing the connection, you will need to map the lead details received from Instagram Lead Ads to the required fields in CleverTap.

Map the Object ID using the email or unique lead ID. Enter user profile data such as name, email, mobile number, and gender in the specified format. Click ‘Save and Send Test Request’ to add the user to CleverTap.

After sending the test request, check your CleverTap account to ensure the new lead has been added successfully.

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5. Testing the Automation Workflow

To ensure that everything is functioning correctly, it’s important to test the automation you set up with Pabbly Connect. Go back to the Meta Lead Ads Testing Tool and generate another test lead, making sure to delete any previous test leads first.

After submitting the new lead details, check your CleverTap account again. You should see the new lead added with all the correct information. This confirms that the automation between Instagram Lead Ads and CleverTap via Pabbly Connect is working as intended.

For further testing, you can repeat the process multiple times or try different lead details to ensure the automation is robust and reliable.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the addition of leads from Instagram Lead Ads to CleverTap. This integration streamlines your lead management process, ensuring efficient tracking and engagement.

Learn how to automate the creation of Pipedrive persons from Paperform submissions using Pabbly Connect. Step-by-step tutorial with all necessary details. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

In this section, we will learn how to access Pabbly Connect to set up our integration between Paperform and Pipedrive. First, visit the Pabbly Connect homepage by typing the URL Pabbly.com/connect in your browser. You will see options to 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. Once registered, you will receive 100 free tasks every month to explore the features of Pabbly Connect. As an existing user, simply log in to your account to start creating workflows.

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2. Creating a New Workflow in Pabbly Connect

Now that you are logged into Pabbly Connect, it’s time to create a new workflow. Click on the ‘Create Workflow’ button on your dashboard. A dialog box will prompt you to name your workflow; enter ‘Create Pipedrive Person on Paperform Submission’. Select an appropriate folder for your workflow to keep things organized.

• Select a folder for lead management.
• Click on ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see a screen with two important sections: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result. For our case, the trigger will be a new form submission from Paperform, while the action will be to create a person in Pipedrive.

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3. Setting Up the Trigger for Paperform Submission

To set the trigger, select Paperform as your application in Pabbly Connect. Then, choose the trigger event as ‘New Form Submission’. This setup will initiate the workflow whenever a new form is submitted on Paperform.

Next, you need to connect your Paperform account to Pabbly Connect. Copy the webhook URL provided by Pabbly Connect and paste it into the appropriate field in your Paperform settings. Navigate to the Integrations section in Paperform, select Webhooks, and add the copied URL.

• Select the form you want to connect.
• Set the trigger event to ‘New Submission’.

After saving your settings in Paperform, go back to Pabbly Connect and click on ‘Test Trigger’ to ensure that the connection is successful. This will help you verify that the data is being captured correctly from Paperform submissions.

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4. Configuring the Action to Create a Person in Pipedrive

After successfully setting up the trigger, it’s time to configure the action in Pabbly Connect. Select Pipedrive as your action application and choose ‘Create Person’ as the action event. This setup will allow you to add new leads to your Pipedrive account automatically.

You will need to connect your Pipedrive account to Pabbly Connect. For this, you will require your API token from Pipedrive. Go to your Pipedrive account, navigate to your profile settings, and find the API section to copy your token. Paste this token into Pabbly Connect to establish the connection.

Map the fields from Paperform to Pipedrive. Ensure all necessary fields are filled correctly.

Once you have mapped the fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you will receive a confirmation that a new person has been created in Pipedrive.

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5. Testing the Integration and Conclusion

Finally, it’s essential to test the integration to ensure everything is working as expected. Go back to your Paperform and submit a test entry. After submission, check your Pipedrive account to see if the new person has been added successfully. This will confirm that the integration via Pabbly Connect is functioning correctly.

Repeat the test process a few times with different entries to ensure reliability. Each time a form is submitted, a new lead should automatically appear in Pipedrive, demonstrating the effectiveness of this automation.

In conclusion, using Pabbly Connect to integrate Paperform with Pipedrive streamlines the process of managing leads efficiently. This setup saves time and ensures that no leads are missed, allowing for better customer relationship management.

Conclusion

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

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Learn how to automate user enrollment in Graphy using Elementor Form submissions with Pabbly Connect. Step-by-step guide to streamline your online education process. 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 Elementor Form Submission

To automate the enrollment of users in Graphy through Elementor form submissions, we first need to set up Pabbly Connect. This platform acts as the integration hub for connecting Elementor with Graphy. Start by signing up for a free account on Pabbly Connect, which you can complete in just a few minutes.

Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow, for example, ‘Elementor to Graphy’. After naming, select the appropriate folder for your automation and click on ‘Create’. This sets the stage for your automation process.

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2. Configuring the Elementor Trigger in Pabbly Connect

The next step involves configuring the trigger in Pabbly Connect to capture form submissions from Elementor. In the trigger window, select Elementor as the app and choose the trigger event as ‘New Form Submission’. This allows Pabbly Connect to listen for submissions made through your Elementor form.

• Select ‘Elementor’ from the app dropdown.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Now, open your Elementor form in edit mode. In the form settings, navigate to ‘Actions After Submit’. Click the plus button and select ‘Webhook’. Paste the copied webhook URL into the designated field and publish your changes. This links your Elementor form to Pabbly Connect, enabling it to capture submissions.

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3. Testing the Webhook Connection in Pabbly Connect

After setting up the webhook, it’s crucial to test the connection to ensure that Pabbly Connect is receiving form submissions correctly. Open the Elementor form in preview mode and submit a test entry. For instance, use the name ‘Test Dummy’, email ‘[email protected]’, and a dummy mobile number.

Once submitted, return to your Pabbly Connect dashboard. You should see a successful response indicating that the form submission data has been captured. This confirms that the trigger setup is functioning correctly.

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4. Enrolling the Learner in Graphy through Pabbly Connect

With the trigger working, the next step is to enroll the captured user in Graphy. In Pabbly Connect, add a new action step and select Graphy as the app. Choose the action event ‘Create Learner’. This step allows you to add the user details from the Elementor submission to your Graphy account. using Pabbly Connect

• Connect your Graphy account using the API key and Merchant ID.
• Map the email, name, and mobile number fields from the Elementor submission.
• Leave the password field blank for automatic email prompts.

After mapping the necessary fields, click on ‘Save and Send Test Request’. If successful, the user will be added as a learner in your Graphy account, confirming that this part of the automation is complete.

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5. Enrolling the Learner in a Specific Course

Finally, to enroll the newly created learner in a specific course, add another action step in Pabbly Connect and select Graphy again. This time, choose the action event ‘Enroll Learner to Course’. This action will link the learner to the course you wish to enroll them in.

Map the email address of the learner from the previous action. Then, enter the course URL where you want to enroll this user. You can find this URL in your Graphy account under the courses section. After entering the details, click on ‘Save and Send Test Request’. If successful, the learner will be enrolled in the specified course.

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Conclusion

In this tutorial, we demonstrated how to automate user enrollment in Graphy using Elementor form submissions via Pabbly Connect. By following these steps, you can streamline your online course enrollment process effectively.

Learn how to create an Airtable record for Google Ads leads using Pabbly Connect in this step-by-step tutorial. Integrate Google Ads and Airtable 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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Accessing Pabbly Connect for Google Ads and Airtable Integration

To create a seamless integration between Google Ads and Airtable, you need to access Pabbly Connect. Start by opening your browser and searching for Pabbly Connect. This platform enables you to automate workflows without coding.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign up for free’ button. Existing users can click on ‘Sign in’ to access their dashboard. After signing in, you can begin creating your workflow for Google Ads leads.

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Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button to start. You will need to name your workflow, such as ‘Create Airtable Record for Google Ads Lead’. Select the appropriate folder where you want to save this workflow. using Pabbly Connect

After naming your workflow, click on ‘Create’. You will be directed to the workflow window with two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. In this case, the Trigger will be Google Ads.

• Select Google Ads as the Trigger application.
• Choose ‘New Lead Form Entry’ as the Trigger event.
• Connect Google Ads to Pabbly Connect using the provided webhook URL.

Once you set up the Trigger, you can proceed to establish the Action that will create a new record in Airtable.

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Setting Up Google Ads Trigger in Pabbly Connect

To set up the Google Ads trigger, you need to copy the webhook URL provided by Pabbly Connect. This URL acts as a bridge between Google Ads and Pabbly Connect. After copying the URL, go to your Google Ads account.

In Google Ads, navigate to your lead form settings. Under the lead delivery options, paste the copied webhook URL into the appropriate field. You will also need to create a unique key for identification. This key can be named anything, such as ‘test’.

• Open your lead form settings in Google Ads.
• Paste the webhook URL in the lead delivery settings.
• Click ‘Send Test Data’ to verify the connection.

After successfully sending the test data, you can return to Pabbly Connect to check if the data has been received correctly.

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Creating Airtable Record Using Pabbly Connect

With the Google Ads trigger set up, the next step is to create an Airtable record. In your Pabbly Connect workflow, navigate to the Action section and select Airtable as the action application. Choose ‘Create Record’ as the action event.

To connect Airtable with Pabbly Connect, you will need to authorize access to your Airtable account. Select the base where you want to create the record, such as ‘Google Ads Leads’, and ensure you have the correct fields set up in Airtable.

Select your Airtable base (e.g., Google Ads Leads). Map the fields from Google Ads to Airtable (first name, last name, email). Click ‘Save and Send Test Request’ to create a record.

After saving, check your Airtable account to confirm that a new record has been created with the lead details from Google Ads.

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Conclusion

In this tutorial, we demonstrated how to create a new Airtable record for Google Ads leads using Pabbly Connect. By following the steps outlined, you can automate the process of capturing leads and storing them in Airtable seamlessly. This integration enhances your ability to manage leads effectively and improve your conversion rates.

Learn how to integrate Jotform with Apollo.io using Pabbly Connect for seamless contact creation on form submissions. Follow this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Jotform and Apollo.io Integration

To create an Apollo.io contact on Jotform submission, we will utilize Pabbly Connect. First, you need to access Pabbly Connect by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and receive 10,000 tasks monthly.

Once logged in, navigate to your dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it. For this integration, name it ‘Create Apollo.io Contact on Jotform Submission’ and save it in the ‘Automations’ folder. After clicking ‘Create’, you will be directed to the workflow window where you can set up your trigger and action.

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2. Setting Up Jotform as the Trigger Application

In this step, we will set Jotform as the trigger application in Pabbly Connect. Start by selecting Jotform from the trigger application list. Then, choose the trigger event as ‘New Response Received’. This event will initiate the workflow whenever a new submission is made on your Jotform.

• Select Jotform as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the provided Webhook URL for integration.

Next, you need to integrate this Webhook URL into your Jotform account. Open your Jotform dashboard, select the form you want to use, and navigate to the Settings tab. From there, go to Integrations, search for Webhooks, and paste the copied URL into the designated field. Click on ‘Complete Integration’ to finalize the connection between Jotform and Pabbly Connect.

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3. Testing the Integration Between Jotform and Pabbly Connect

After setting up the Webhook, it’s essential to test the integration to ensure everything is functioning correctly. In Pabbly Connect, you will see a message indicating that it is waiting for a Webhook response. To generate this response, perform a test submission on your Jotform.

Fill in the form with test data, such as your name and email, then click the submit button. After submission, return to Pabbly Connect to see if the response has been captured. If successful, you will see all the details you entered displayed in the workflow.

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4. Setting Up Apollo.io as the Action Application

Now that we have tested the Jotform integration, the next step is to set Apollo.io as the action application in Pabbly Connect. Select Apollo.io from the action application list and choose ‘Create Contact’ as the action event. This action will create a new contact in Apollo.io whenever a new Jotform submission is received.

To connect your Apollo.io account, you will need an API key. Click on the link provided in Pabbly Connect to access your Apollo account and navigate to the API Keys section. Here, create a new API key, name it appropriately (e.g., Jotform Integration), and set the permissions required for contact creation.

• Select Apollo.io as the action application.
• Choose ‘Create Contact’ as the action event.
• Paste the API key obtained from Apollo.io.

Once the API key is entered, you can map the required fields such as first name, last name, email, and organization name using the data captured from the Jotform submission. This mapping ensures that the correct information is passed to Apollo.io every time a new contact is created.

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5. Finalizing the Workflow and Testing

With all the configurations set, you can now finalize your workflow in Pabbly Connect. Click on the ‘Save and Send Test Request’ button to check if the contact is created successfully in Apollo.io. If everything is set up correctly, you should receive a positive response indicating that a new contact has been created.

To verify, log into your Apollo.io account, refresh the contacts page, and check for the newly created contact. This confirms that your integration is working seamlessly, and every new Jotform submission will create a contact in Apollo.io automatically.

This automation significantly streamlines your lead management process, ensuring that you can follow up with potential clients efficiently without any manual effort.

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Conclusion

By following this tutorial, you can easily set up an integration between Jotform and Apollo.io using Pabbly Connect. This process automates the creation of contacts, enhancing your efficiency in managing leads and ensuring timely follow-ups.

Learn how to automate lead creation in LeadSquared from Typeform submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by typing its URL in your browser. This platform allows you to automate tasks without coding. Once on the homepage, you can either sign in or create a new account.

If you are a new user, click on the ‘Sign Up for Free’ button. This will allow you to create an account quickly and you will receive 100 free tasks every month. If you are an existing user, simply sign in to access the dashboard of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ option to begin setting up your automation. You will be prompted to name your workflow. For this integration, name it ‘Create LeadSquared Lead on Typeform Submission’.

• Select a folder for your workflow, such as ‘Automations for Lead Management’.
• Click on ‘Create’ to proceed to the next step.

This will open a new screen with two sections: ‘Trigger’ and ‘Action’. Here, you will set up the trigger event from Typeform that will initiate the workflow.

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3. Setting Up Trigger and Action in Pabbly Connect

In the trigger section, select Typeform as your trigger application. Then choose the trigger event as ‘New Entry’. This ensures that the workflow starts whenever a new form submission is received.

Click on the ‘Connect’ button to establish a connection between Typeform and Pabbly Connect. You will have the option to add a new connection or select an existing one. If you are creating a new connection, click on ‘Add New Connection’ and log into your Typeform account.

• Authorize Pabbly Connect to access your Typeform account.
• Select the specific form you want to use for this integration.

After selecting the form, click on ‘Save and Send Test Request’ to check if the connection is successful. This will require you to submit a test entry in Typeform to capture the response.

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4. Adding Leads to LeadSquared from Pabbly Connect

Once you have set up the trigger, the next step is to add leads to LeadSquared. In the action section, select LeadSquared as your action application and choose the action event ‘Create or Update Lead’.

Click on ‘Connect’ to establish a connection between LeadSquared and Pabbly Connect. You will need to provide your API host, access key, and secret key from your LeadSquared account to complete this connection.

Navigate to the API section in your LeadSquared account settings to retrieve these keys. Enter the keys in the respective fields in Pabbly Connect.

After entering the details, click on ‘Save and Send Test Request’ to ensure that the lead is successfully added to LeadSquared. You should receive a confirmation message indicating success.

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5. Testing the Integration and Conclusion

To confirm that everything is working correctly, submit another test entry through your Typeform. Check your LeadSquared account to see if the new lead appears as expected. This will validate that the integration is functioning properly.

By using Pabbly Connect, you have successfully automated the process of adding leads from Typeform submissions directly into LeadSquared. This integration saves time and improves lead management efficiency.

Now you can repeat this process for any new leads, ensuring that all submissions are captured in LeadSquared automatically. This integration can significantly enhance your lead tracking and follow-up process.

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 this tutorial, we explored how to create a LeadSquared lead on Typeform submission using Pabbly Connect. This automation allows for seamless lead management, ensuring that every inquiry is promptly addressed.