Author: Rajpal Tomar

Learn how to automate user enrollment in Rigi from Shopify sales using Pabbly Connect. Follow this step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Shopify and Rigi Integration

To automate user enrollment in Rigi from Shopify sales, you need to access Pabbly Connect. First, create a free account on Pabbly Connect, which takes only a few minutes. Once logged in, navigate to the dashboard where you will set up your automation workflow.

Click on the ‘Create Workflow’ button and name it, for example, ‘Shopify to Rigi’. Select the appropriate folder in your Pabbly Connect account to save this workflow. Once created, you will see a trigger window and an action window, which are essential for setting up your automation.

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2. Setting Up the Trigger in Pabbly Connect

The next step involves configuring the trigger in Pabbly Connect. In the trigger window, search for and select Shopify as the app. Choose the trigger event as ‘New Order’. This step is crucial as it allows Pabbly Connect to capture new orders from your Shopify store.

• Select Shopify version 2.
• Copy the provided webhook URL.
• Go to your Shopify account, click on Settings, then Notifications.
• Create a new webhook using the copied URL.

After saving the webhook, Pabbly Connect will wait for a response from Shopify. This setup ensures that every new order triggers the automation process to enroll the user in Rigi.

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3. Placing an Order in Shopify

Now, to test the integration, place a test order in your Shopify store. Select a course, for instance, the ‘Pro Course’, and proceed to checkout. Fill in the customer details, including name, email, address, and payment information. using Pabbly Connect

Once the payment is completed, Pabbly Connect will capture the order details in real-time. You should see the customer’s details, including the total amount and product name, in the Pabbly Connect workflow. This confirms that the trigger is successfully capturing the new order from Shopify.

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4. Enrolling the User in Rigi Using Pabbly Connect

After capturing the order details, the next step is to enroll the user in Rigi. In the action window of Pabbly Connect, search for Rigi and select it as the app. Choose the action event as ‘Import User’. This action will send the customer details from Shopify to Rigi.

Connect your Rigi account by entering the API token, which you can find in your Rigi account under Integrations. After connecting, map the customer details such as full name, email address, and phone number from the Shopify order to the respective fields in Rigi.

• Map the product hash from Rigi, which is unique for each course.
• Set the validity to -1 for lifetime access.
• Choose to send an email confirmation to the customer.

Click on ‘Save and Send Test Request’ to finalize the enrollment. If successful, the user will be enrolled in the course they purchased on Shopify.

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5. Testing the Automation Workflow

Once everything is set up, it’s time to test the entire automation workflow using Pabbly Connect. Place another test order for a different course, such as ‘Digital Marketing Mastery’. Complete the checkout process as before.

After the order is placed, check your Rigi account to confirm that the new user has been enrolled in the respective course. You should see the customer’s details in the member list of the course in Rigi. This confirms that the integration is working seamlessly.

By following these steps, you can automate the enrollment process for any course purchased through Shopify, enhancing the user experience and streamlining your operations.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate user enrollment in Rigi from Shopify sales. This integration enhances efficiency and ensures that customers are promptly enrolled in their purchased courses.

Learn how to automate the creation of Mailgun members from Facebook Lead Ads using Pabbly Connect. Streamline your email marketing process effortlessly! 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 Automation

To automate the process of creating Mailgun members from new leads, you first need to access Pabbly Connect. This integration platform allows you to connect various applications seamlessly. Begin by visiting the Pabbly Connect website and signing up for a free account if you are a new user.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow that will automate the process of adding leads from Facebook Lead Ads to your Mailgun account. Follow the provided instructions to set up your integration.

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2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will need to give your workflow a descriptive name, such as ‘Create Mailgun Member for Facebook Lead Ads Lead.’ Additionally, select a folder to organize your workflow.

• Click on ‘Create Workflow’.
• Enter a name for your workflow.
• Select a folder for organization.

After setting up your workflow, you will define a trigger and an action. The trigger will be set to capture new leads from your Facebook Lead Ads, and the action will be to create a new member in Mailgun.

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3. Setting Up the Trigger for Facebook Lead Ads

In this step, you will configure the trigger in Pabbly Connect to capture new leads from Facebook Lead Ads. Select Facebook Lead Ads as your trigger application and choose the event ‘New Lead Instant’. This ensures that every time a new lead is generated, Pabbly Connect will capture it immediately.

Next, connect your Facebook account by clicking on ‘Connect’. If you have not connected your account before, select ‘Add New Connection’. After successful authorization, select the page and lead form associated with your Facebook ads.

• Choose ‘Facebook Lead Ads’ as the trigger application.
• Select the event ‘New Lead Instant’.
• Connect your Facebook account and select the page.

Once completed, save your settings. This setup ensures that every new lead will trigger the subsequent action in your workflow.

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4. Connecting Mailgun in Pabbly Connect

After configuring the trigger, it’s time to set up the action to add new members to your Mailgun account using Pabbly Connect. Select Mailgun as your action application and choose the event ‘New Mailing List Member’. This action will ensure that every new lead captured from Facebook is added as a member in your specified mailing list.

To connect Mailgun, you will need to enter your API key, private API key, Mailgun host, and domain name. These details can be retrieved from your Mailgun account settings. Once you have filled in the required fields, click on ‘Save’ to establish the connection.

Select Mailgun as the action application. Choose the action event ‘New Mailing List Member’. Enter your Mailgun API credentials.

With this connection established, every new lead will automatically be added to your Mailgun mailing list, streamlining your email marketing efforts.

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5. Testing the Integration in Pabbly Connect

To ensure that your integration between Facebook Lead Ads and Mailgun works correctly, you must test the workflow in Pabbly Connect. Start by generating a test lead using the lead testing tool provided by Meta. Fill in the required fields with dummy data and submit the form.

Once the test lead is submitted, return to your Pabbly Connect dashboard and check for a successful response. If the lead is captured correctly, you should see the new member added to your Mailgun account under the specified list. This confirms that your automation is functioning as intended.

To summarize, by using Pabbly Connect, you can seamlessly integrate Facebook Lead Ads with Mailgun, allowing for efficient lead management and email marketing. This automation saves time and enhances customer engagement.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of Mailgun members from new leads using Pabbly Connect. This integration not only saves time but also enhances your email marketing efforts efficiently.

Learn how to send WhatsApp messages automatically from Notion using Pabbly Chatflow. Follow our detailed tutorial to set up seamless communication with your leads. Discover how to design chat experiences that feel personal and responsive while handling customer inquiries automatically around the clock.

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Accessing Pabbly Chatflow for WhatsApp Integration

To send WhatsApp messages from Notion using Pabbly Chatflow, first access the Pabbly dashboard. Go to the Pabbly website and sign in to your account. If you are a new user, you can sign up for free and explore the features available.

Once logged in, navigate to the Pabbly Chatflow section. Here, you will find options to create automated workflows that connect various applications, including Notion. Ensure you have your Notion account ready for integration.

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Creating a Workflow in Pabbly Connect

Next, to set up the automation, go to Pabbly Connect and click on the ‘Create Workflow’ button. Name your workflow something like ‘Send WhatsApp Message from Notion Automatically’ and select a suitable folder for organization.

In the workflow setup, you will define a trigger and an action. The trigger will be the addition of a new entry in your Notion database, while the action will be sending a WhatsApp message via Pabbly Chatflow. This integration allows seamless communication without manual effort.

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Setting the Trigger in Notion

For the trigger application, select Notion and choose the event ‘New Database Item’. You will need to connect your Notion account by clicking on ‘Connect’ and granting necessary permissions for Pabbly to access your Notion data.

• Select the specific Notion page where new leads will be added.
• Authorize Pabbly to access this page.
• Confirm the connection and proceed to test the trigger.

This setup ensures that every time a new lead is entered into your Notion database, it will trigger the workflow in Pabbly Chatflow to send a WhatsApp message automatically.

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Configuring the Action in Pabbly Chatflow

After setting up the trigger, it’s time to define the action using Pabbly Chatflow. Select it as your action application and choose the event ‘Send Template Message’. This step allows you to utilize pre-defined message templates for WhatsApp communication.

To send a message, you will need to add your WhatsApp number to Pabbly Chatflow. Make sure you have a WhatsApp Cloud API account set up. Enter the required details such as the access token and phone number ID to link your WhatsApp account.

• Create a template message in Pabbly Chatflow that will be sent to leads.
• Map the recipient’s WhatsApp number dynamically from the Notion lead entry.
• Test the action to ensure messages are sent correctly.

With this configuration, your leads will receive personalized WhatsApp messages automatically, enhancing your follow-up process and improving communication efficiency.

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Testing and Activating Your Workflow

Finally, after completing the setup, it’s crucial to test your workflow. Click on the ‘Send Test Request’ button in Pabbly Connect to see if the WhatsApp message is sent successfully. Ensure that you use an active WhatsApp number for testing.

Once the tests are successful, you can activate your workflow. This means that every time a new entry is made in your Notion database, an automated WhatsApp message will be dispatched through Pabbly Chatflow without any manual intervention.

Remember, the integration will check for new entries at specified intervals, ensuring timely communication with your leads. You can monitor the status of sent messages in your Pabbly Chatflow account.

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Conclusion

In this tutorial, we explored how to send WhatsApp messages automatically from Notion using Pabbly Chatflow. By setting up triggers and actions in Pabbly Connect, you can streamline your communication process and enhance lead management.

Learn how to automate sending Discord channel messages for Instamojo sales 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.

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for integrating Instamojo with Discord, first, access the Pabbly Connect platform. This integration allows you to automate sending messages to your Discord channel when a sale occurs on Instamojo. using Pabbly Connect

Visit the Pabbly Connect website and log in to your account. If you’re a new user, you can sign up for a free account. Once logged in, you’ll be directed to the dashboard where you can create a new workflow.

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2. Creating a Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, the next step is to create a workflow that connects Instamojo and Discord. Click on the ‘Create Workflow’ button located at the top right corner. using Pabbly Connect

• Name your workflow, for example, ‘Send Discord Channel Messages on Instamojo Sale.’
• Select a folder where you want to save this workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

Now, your workflow is created, and you can set the trigger and action steps. Pabbly Connect will facilitate the connection between these applications seamlessly.

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3. Setting Up the Trigger for Instamojo

In this section, we will set up the trigger for Instamojo. Select Instamojo as the trigger application and choose the trigger event as ‘New Sale.’ This means that every time a new sale is made on Instamojo, the workflow will be triggered. using Pabbly Connect

Pabbly Connect will provide you with a webhook URL. Copy this URL, as you will need to paste it into your Instamojo account to complete the integration. This webhook URL is essential for capturing the sale data.

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4. Configuring Instamojo Settings for Webhook

Log into your Instamojo account and navigate to the payment pages section. Select the payment page you want to integrate and go to the page settings. Here, look for the webhook option and paste the copied webhook URL from Pabbly Connect. using Pabbly Connect

• Ensure to select the option to send information for successful payments.
• Save the settings to complete the webhook configuration.

With this setup, every time a sale occurs, Pabbly Connect will receive the data from Instamojo and trigger the next action to send a message to your Discord channel.

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5. Sending Messages to Discord Channel

Now, we will set up the action step in Pabbly Connect to send messages to your Discord channel. Select Discord as the action application and choose the action event as ‘Send Channel Message.’ This will allow you to send a notification to your Discord channel whenever a new sale is made on Instamojo. using Pabbly Connect

In the action setup, you will need to enter the webhook URL from your Discord channel. After connecting your Discord account, configure the message format that you want to send, including details like product sold, amount, customer name, and purchase date.

Once everything is configured, click on ‘Save and Send Test Request’ to test the integration. If successful, you’ll see a confirmation that the message has been sent to your Discord channel, keeping your team informed in real-time.

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Conclusion

In this tutorial, we covered how to send Discord channel messages on Instamojo sales using Pabbly Connect. By automating this process, you can keep your team informed about sales instantly, enhancing your workflow and efficiency.

Learn how to automate the creation of Flowlu contacts whenever a payment is made on Instamojo using Pabbly Connect. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

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1. Setting Up Pabbly Connect for Integration

To create a Flowlu contact on Instamojo payment, we start by setting up Pabbly Connect. This integration allows us to automate the process of adding new contacts in Flowlu whenever a payment is received through Instamojo. First, visit the Pabbly Connect homepage and log in to your account.

Once logged in, you will be greeted with the dashboard. To create a new workflow, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Create Flowlu Contact on Instamojo Payment’. Select a folder to save your workflow, which helps in organizing your automations.

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2. Configuring Trigger for Instamojo Payments

After setting up your workflow in Pabbly Connect, the next step is to configure the trigger for Instamojo payments. Choose Instamojo as your trigger application and select the trigger event as ‘New Sale’. This event will activate the workflow whenever a new payment is made.

• Select the trigger application as Instamojo.
• Choose ‘New Sale’ as the trigger event.
• Copy the generated webhook URL for use in Instamojo.

Once you have set up the trigger, you will receive a webhook URL. This URL will be used in your Instamojo account to send payment data to Pabbly Connect.

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3. Linking Instamojo to Pabbly Connect

Next, we need to link our Instamojo account with Pabbly Connect. Log in to your Instamojo account and navigate to the payment page settings. Here, you will find an option to edit the webhook URL.

Replace any existing webhook URL with the one you copied from Pabbly Connect. Ensure that you select the option to send information only for successful payments. Save the changes, and your Instamojo account is now linked to Pabbly Connect.

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4. Creating Flowlu Contact Action in Pabbly Connect

After linking Instamojo, the next step is to create a Flowlu contact whenever a new payment is made. In Pabbly Connect, select Flowlu as your action application. Choose the action event as ‘Create Contact’. This action will create a new contact in Flowlu based on the payment details received from Instamojo.

To connect your Flowlu account, you will need the API key and account URL from your Flowlu settings. Once you enter these details, map the required fields such as first name, last name, and email address from the payment data received.

• Select Flowlu as the action application.
• Choose ‘Create Contact’ as the action event.
• Map the fields from the Instamojo payment data.

After mapping the fields, test the action to ensure that a new contact is created in Flowlu successfully. This step confirms that the integration is functioning as expected.

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5. Testing and Verifying the Integration

Finally, it’s crucial to test the entire integration process. Make a test payment through Instamojo using dummy details. This payment should trigger the workflow in Pabbly Connect and create a new contact in Flowlu automatically.

Once the payment is successful, check your Flowlu account to verify if the contact has been created with the correct details. This testing ensures that your integration is working smoothly, allowing you to automate customer data management efficiently.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to create Flowlu contacts automatically upon receiving payments through Instamojo. By following these steps, you can streamline your customer management process effectively.

Learn how to automate the creation of Grist records for Razorpay payments using Pabbly Connect. Step-by-step tutorial for seamless integration. 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 Razorpay and Grist Integration

To start creating Grist records for Razorpay payments, first access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Simply visit the Pabbly Connect website and sign in or sign up to create an account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will connect Razorpay and Grist. This integration ensures that every payment captured through Razorpay will automatically create a corresponding record in Grist.

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2. Setting Up the Integration Between Razorpay and Grist

In this section, you will set up the integration using Pabbly Connect. Start by clicking on the ‘Create Workflow’ button on your dashboard. You will see two options: Trigger and Action. The trigger will be Razorpay, and the action will be Grist.

• Select Razorpay as the trigger application.
• Choose the ‘Payment Captured’ event for the trigger.
• Connect your Razorpay account to Pabbly Connect using the provided API key.

After configuring the trigger, set up the action by selecting Grist as the action application. In this step, you will create a new record in Grist whenever a payment is captured in Razorpay. This is done by mapping the fields from Razorpay to Grist.

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3. Creating the Webhook for Razorpay

Next, you need to create a webhook in Razorpay that will trigger the Pabbly Connect workflow. To do this, log into your Razorpay account and navigate to the ‘Developers’ section. Here, you will find the option to add a new webhook.

Provide the webhook URL generated by Pabbly Connect. This URL will act as a bridge, sending data from Razorpay to Pabbly Connect. Ensure that you select the ‘Payment Captured’ event to trigger the workflow upon successful payments.

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4. Testing the Integration Workflow

After setting up the webhook, it’s time to test the integration. Perform a test payment in Razorpay to see if the record is created in Grist through Pabbly Connect. Check your Grist account to confirm that the details from the Razorpay payment are accurately reflected.

During testing, it’s important to verify that all fields are correctly mapped. This includes customer name, email, phone number, and payment amount. If the test is successful, you will see a new record in Grist with all the relevant payment details.

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5. Conclusion

In this tutorial, we walked through the steps to create Grist records automatically for Razorpay payments using Pabbly Connect. This integration streamlines your workflow, ensuring that every payment captured results in an accurate record in Grist. By following these steps, you can enhance your online business operations efficiently.

Learn how to efficiently add data to the top row in Google Sheets using Pabbly Connect with this step-by-step tutorial. Perfect for automating your data management!

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1. Accessing Pabbly Connect for Google Sheets Integration

To start adding data to the top row in Google Sheets using Pabbly Connect, you first need to access the platform. Log in to your Pabbly Connect account and create a new workflow. This workflow will facilitate the automation process between your chosen applications.

In this case, you will be integrating JotForm as the trigger application. Set up your JotForm to send data to Pabbly Connect whenever a form is submitted. This step is crucial as it captures the form responses that will later be added to Google Sheets.

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2. Creating an App Script in Google Sheets

To ensure that new data from Pabbly Connect is added to the top row of your Google Sheets, you need to implement an App Script. Open your Google Sheet and navigate to the Extensions menu, then select App Script. This will open a new tab where you can enter your script.

• Paste the provided App Script into the code editor.
• Click the save button to store your script.
• Create a trigger to run the script automatically.

After saving the script, navigate to the triggers section in the left sidebar. Set up a trigger that will execute the script when a change occurs in the spreadsheet. This will sort the data based on the timestamp, ensuring that the most recent submissions appear at the top.

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3. Setting Up the Trigger for Automation

Once your App Script is ready, the next step is to set up the trigger in Google Sheets. Click on the Add Trigger button and select the function you created in the script. For the Event Source, choose ‘From spreadsheet’ and for the Event Type, select ‘On change’. This configuration allows the script to run whenever there is a new form submission. using Pabbly Connect

After configuring the trigger, return to your script editor and click the run button to test the functionality. This will execute the sorting function and ensure that data is correctly arranged in your Google Sheet.

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4. Integrating Google Sheets with Pabbly Connect

The next step involves setting up the action in Pabbly Connect to add the JotForm responses to Google Sheets. In your workflow, scroll down to the action step and choose Google Sheets as the application. Select the action event as ‘Add New Row’ and click connect to establish a connection with your Google Sheets account.

• Choose your Google Sheets account and authorize Pabbly Connect.
• Select the specific spreadsheet where you want to add data.
• Map the fields from JotForm to the respective columns in Google Sheets.

After mapping all the necessary fields, click on ‘Save and Send Test Request’. The data will be added to the bottom of the sheet initially, but thanks to the App Script, it will automatically sort to the top, placing the most recent data first.

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5. Testing the Integration with New Data

To finalize the setup, it’s important to test the integration. Go back to JotForm and submit a new entry with user details. This action will trigger the Pabbly Connect automation, sending the new data to Google Sheets.

After submission, check your Google Sheet. You should see the new entry added at the bottom initially, but within seconds, it will be sorted to the top, thanks to the App Script you implemented. This confirms that the integration is working as intended and that Pabbly Connect is effectively managing the data flow.

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Conclusion

In this tutorial, we explored how to add data to the top row in Google Sheets using Pabbly Connect. By integrating JotForm and implementing an App Script, you can automate data management effectively. This process enhances productivity and ensures quick access to the most recent data entries.

Learn how to seamlessly integrate Google Ads leads with Mailercloud subscribers using Pabbly Connect. Follow our step-by-step tutorial for automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

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1. Accessing Pabbly Connect for Google Ads Lead Integration

To create or update Mailercloud subscribers for Google Ads leads, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage and sign in or sign up for a free account. This platform allows you to automate workflows between different applications seamlessly.

Once logged in, you will land on the dashboard. Here, you can create a new workflow to connect your Google Ads with Mailercloud. This integration will help streamline your email marketing efforts by automatically adding new leads to your subscriber list.

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2. Creating a Workflow in Pabbly Connect

To build your automation, click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will need to name your workflow, for instance, ‘Create or Update Mailercloud Subscriber for Google Ads Lead’. After naming it, select a folder to organize your workflows.

• Click on ‘Create’ to initiate your workflow.
• Choose Google Ads as your trigger application.
• Select ‘New Lead Form Entry’ as the trigger event.

This action will set up your workflow to activate whenever a new lead is captured through Google Ads, allowing Pabbly Connect to manage the data flow automatically.

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3. Connecting Google Ads with Pabbly Connect

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is essential for linking your Google Ads account to Pabbly Connect. Copy the webhook URL and log in to your Google Ads account to set up your lead form.

• Create a new lead form under your test campaign.
• Paste the webhook URL into the lead delivery settings.
• Set the key name for the webhook as ‘test’.

By completing these steps, you ensure that every new lead captured through Google Ads will trigger the automation in Pabbly Connect, allowing for efficient data handling.

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4. Setting Up Mailercloud Integration in Pabbly Connect

Once your Google Ads lead form is configured, the next step is to set up Mailercloud within Pabbly Connect. In the action step, select Mailercloud as your application and choose the action event as ‘Create or Update Subscriber’. This allows you to add new leads directly to your Mailercloud subscriber list.

To connect Mailercloud, you will need an API key. Go to your Mailercloud account, navigate to the integration section, and generate a new API key. Copy this key back to Pabbly Connect, and click on ‘Save’. After connecting, select the list where you want to add the subscribers.

Map the fields from the Google Ads lead form to Mailercloud fields. Ensure to include essential details like email, first name, and last name. Click on ‘Save and Send Test Request’ to verify the integration.

This process allows Pabbly Connect to automatically update your Mailercloud subscriber list whenever a new lead is generated from Google Ads, ensuring your marketing efforts remain efficient and timely.

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5. Verifying Integration Success

After setting up the integration, it’s crucial to verify that everything is working correctly. Go to your Mailercloud account and check the subscriber list. You should see the new leads added from your Google Ads automatically.

If the integration was successful, you will see the new subscriber’s details, including their email and name. This confirms that Pabbly Connect is functioning as intended, managing your leads efficiently without manual intervention.

In case of any issues, revisit the steps to ensure the webhook URL and API key are correctly set. This integration not only saves time but also helps in maintaining an organized email marketing strategy.

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Conclusion

In this tutorial, we demonstrated how to create or update Mailercloud subscribers for Google Ads leads using Pabbly Connect. This integration automates the process, ensuring that every lead captured is added to your email list efficiently. By following these steps, you can enhance your marketing strategy and improve your follow-up process.

Learn how to automate the process of adding IndiaMART leads to Salesforce for your plywood business using Pabbly Connect. Follow our step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start integrating IndiaMART leads into Salesforce, first, you need to access Pabbly Connect. This platform automates the process of handling leads efficiently. Begin by visiting the Pabbly Connect website and signing in to your account.

If you are a new user, you can sign up for free, gaining access to 100 free tasks every month. Once logged in, you will see the dashboard where all Pabbly applications are listed. Click on the Pabbly Connect icon to proceed with creating your workflow.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will create a workflow to automate the lead addition process. Click on the ‘Create Workflow’ button in the top right corner of your Pabbly Connect dashboard. A dialog box will appear asking for the workflow name.

• Name your workflow: ‘Add IndiaMART Leads to Salesforce for Plywood Business’
• Select a folder to save the workflow, e.g., ‘IndiaMART Automations’

After naming your workflow and selecting the folder, click the ‘Create’ button. You will now see two sections: Trigger and Action. The trigger is the event that starts the automation, while the action is what happens as a result.

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3. Setting Up the Trigger in Pabbly Connect

For the trigger application, select ‘IndiaMART’ within your Pabbly Connect workflow. This will ensure that whenever a new lead is created in IndiaMART, it will trigger the automation process. Choose the event as ‘New Lead’ to capture new inquiries automatically.

Pabbly Connect will provide a webhook URL that you need to copy. This URL will be used to connect your IndiaMART account with Pabbly Connect. Log into your IndiaMART account, navigate to the Lead Manager, and select the Push API section to set up the integration.

• Paste the webhook URL in the designated field.
• Enter ‘Pabbly Connect’ as the platform name.

After saving the details, return to your Pabbly Connect workflow. You should see a message indicating that it is waiting for a webhook response. Generate a test lead in your IndiaMART account to check if the integration is successful.

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4. Generating a Test Lead in IndiaMART

To verify the webhook connection, log back into your IndiaMART account and create a test lead. Fill in the required details such as product name, inquiry details, and GST number. Once all information is entered, submit the lead.

After submitting, return to your Pabbly Connect workflow. If the webhook is connected successfully, you should see the details of the new lead captured in the response section. This confirms that Pabbly Connect is properly receiving data from IndiaMART.

Check for the response status indicating success. Review the captured lead details to ensure accuracy.

Now that the trigger setup is confirmed, you can proceed to create the corresponding lead in Salesforce using the captured data.

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5. Setting Up the Action to Create Leads in Salesforce

Next, select ‘Salesforce’ as the action application in your Pabbly Connect workflow. The action event should be set to ‘Create Lead’. Click on the connect button to establish a connection with your Salesforce account.

Authorize the connection by clicking the ‘Allow’ button when prompted. Once authorized, you will need to map the fields from the IndiaMART lead to the Salesforce lead fields. This includes first name, last name, company name, and other relevant details.

Map the first name and last name fields appropriately. Fill in the company name, phone number, and email address.

Once all fields are mapped correctly, click on the ‘Save and Send Test Request’ button. If everything is set up correctly, you should receive a positive response indicating that the lead has been created in Salesforce. Refresh your Salesforce leads page to confirm the new lead is listed there.

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Conclusion

Using Pabbly Connect, integrating IndiaMART leads into Salesforce is seamless and efficient. This automation allows you to focus on high-priority leads, improving your sales process and productivity. By following these steps, you can ensure that every inquiry is captured and managed effectively.

Learn how to automate LiveWebinar registration through Cashfree Payments using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

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Introduction to Pabbly Connect for Automation

Pabbly Connect is an integration platform that facilitates seamless connections between different applications. In this tutorial, we will use Pabbly Connect to automate the process of creating a LiveWebinar registrant whenever a payment is made through Cashfree. This integration eliminates manual work and ensures a smooth registration experience for attendees.

To get started, log in to your Pabbly Connect account. If you are new, you can sign up for free and explore the features. Once logged in, navigate to the Pabbly Connect dashboard where you can create workflows that link your Cashfree payment page with your LiveWebinar account.

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Setting Up the Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ button in the Pabbly Connect dashboard. Name your workflow, for example, ‘Create Live Webinar Registrant on Cashfree Payment’. You can organize your workflows into folders for better management.

After naming your workflow, you’ll need to set up the trigger. Select Cashfree as your trigger application and choose the event as ‘Payment via Form’. This means that every time a payment is made through your Cashfree payment page, it will trigger the workflow in Pabbly Connect.

• Log in to Pabbly Connect.
• Click on ‘Create Workflow’.
• Select Cashfree as your trigger application.
• Choose ‘Payment via Form’ as the trigger event.

Once you’ve set up your trigger, Pabbly Connect will provide you with a webhook URL. This URL needs to be used in your Cashfree account to ensure that it sends payment data to Pabbly Connect whenever a payment is made.

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Connecting Cashfree to Pabbly Connect

In your Cashfree account, navigate to the ‘Payment Forms’ section and select the relevant form. Click on the ‘Developers’ option and then choose ‘Webhooks’ under the Payment Gateway section. Here, you will add the webhook URL provided by Pabbly Connect.

To add the webhook, turn off any existing webhooks, then click on ‘Add Webhook Endpoint’. Paste the webhook URL from Pabbly Connect and click on ‘Test and Add’. This will send a test response to your Pabbly Connect workflow to confirm the connection is successful.

• Go to ‘Payment Forms’ in Cashfree.
• Select ‘Developers’ and then ‘Webhooks’.
• Add the webhook URL from Pabbly Connect.
• Test the webhook to confirm the connection.

After confirming the connection, you can go back to Pabbly Connect to listen for the webhook response. This response will contain the details of the payment made, which will be used in the next steps.

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Creating LiveWebinar Registrant via Pabbly Connect

Now that Cashfree is connected to Pabbly Connect, the next step is to set up the action to create a registrant in LiveWebinar. Select LiveWebinar as your action application and choose the event ‘Create Webinar Registrant’.

Connect your LiveWebinar account to Pabbly Connect by clicking on ‘Connect with LiveWebinar’. Authorize the connection and select the webinar where you want to add the registrants. Map the required fields such as name and email from the Cashfree payment data to the LiveWebinar registration fields.

Select LiveWebinar as the action application. Choose ‘Create Webinar Registrant’ as the action event. Map the name and email fields from Cashfree to LiveWebinar. Save and send the test request to confirm the registration.

This setup ensures that every time a payment is received through Cashfree, the participant is automatically registered for the webinar in LiveWebinar, streamlining the entire process.

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Testing and Verifying the Integration

Once your workflow is set up, it’s crucial to test the integration. Make a test payment on your Cashfree payment page to see if the registrant is created in LiveWebinar. After completing the payment, check your LiveWebinar account for the new registrant entry.

If everything is set up correctly, you should see the new registrant appear immediately after the payment is processed. This confirms that Pabbly Connect is successfully automating the registration process, saving you time and reducing manual errors.

Make a test payment using the Cashfree payment link. Check for the new registrant in your LiveWebinar account. Confirm that the automation works as intended.

This testing phase is essential to ensure that your integration is functioning as desired and that your attendees receive timely access to your webinars.

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Conclusion

This tutorial has guided you through the steps to create a LiveWebinar registrant on Cashfree Payment using Pabbly Connect. By automating registrations, you enhance the experience for your attendees and streamline your workflow. Now, you can focus on delivering engaging webinars without the hassle of manual registrations.