Author: Rajpal Tomar

Learn how to enroll ThriveCart Learn users automatically with FlexiFunnels purchases using Pabbly Connect. Step-by-step tutorial included. 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 enroll ThriveCart Learn users automatically, you need to access Pabbly Connect. This platform acts as the integration hub between FlexiFunnels and ThriveCart Learn. Start by visiting the Pabbly Connect website, where you can sign up or log in to your existing account.

Once logged in, you will be greeted with the Pabbly Connect dashboard. Here, you can create workflows that automate tasks between applications. To set this up, click on the ‘Create Workflow’ button at the top right corner of the dashboard.

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2. Creating a Workflow in Pabbly Connect

After clicking on ‘Create Workflow’, you’ll need to name your workflow. For this integration, name it ‘Enroll ThriveCart Learn User on FlexiFunnels Purchase’. This naming helps in identifying the workflow later. Choose a folder to save this workflow in; you can create a new folder if needed. using Pabbly Connect

• Select the appropriate folder for your workflow.
• Ensure to name your workflow clearly for future reference.

Once your workflow is named and saved, you will proceed to set up the trigger. The trigger will be set to FlexiFunnels, specifically when a new purchase is made. This setup ensures that every time a purchase occurs, the workflow is activated.

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3. Setting Up the Trigger for FlexiFunnels

To set the trigger, select FlexiFunnels as your trigger application. Then, choose the event ‘New Purchase’. This selection allows Pabbly Connect to monitor purchases made through FlexiFunnels.

After selecting the trigger event, you will receive a webhook URL. This URL is crucial as it connects your FlexiFunnels account to Pabbly Connect. Copy this URL and navigate to your FlexiFunnels account.

• Log in to your FlexiFunnels account.
• Select the product for which you want to set the webhook.
• Paste the webhook URL into the appropriate field.

By doing this, you connect your FlexiFunnels purchases directly with Pabbly Connect, enabling seamless enrollment of users in ThriveCart Learn.

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4. Enrolling Users in ThriveCart Learn

With the trigger set up, the next step is to define the action that occurs when a purchase is made. In this case, the action will be to enroll the user in ThriveCart Learn. Select ThriveCart Learn as your action application and choose ‘Create New Student’ as the action event.

To connect your ThriveCart Learn account, click on ‘Add New Connection’. You will need to enter your API token from your ThriveCart Learn account. This token is essential for establishing a secure connection between Pabbly Connect and ThriveCart Learn.

Generate an API token in your ThriveCart Learn account settings. Enter the API token in Pabbly Connect to establish the connection.

After successfully connecting, you will be prompted to map the user data, such as email and name, from the FlexiFunnels purchase to the ThriveCart Learn enrollment fields. This mapping is crucial for ensuring that the correct user data is transferred.

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5. Testing the Integration

To ensure that your integration works correctly, conduct a test purchase through FlexiFunnels. Fill in the required fields with dummy data and complete the purchase. Upon successful payment, Pabbly Connect should receive the webhook response, indicating that a new purchase has been made.

After the test purchase, check your ThriveCart Learn account to verify that the new user has been enrolled. This confirmation will indicate that the integration process is functioning as intended, allowing for a seamless experience for your customers.

Verify the user is listed under your ThriveCart Learn students. Ensure that all user details are correctly populated.

If everything checks out, your automation is successfully set up! This integration saves time and enhances the user experience by providing immediate access to courses upon purchase.

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Conclusion

This tutorial demonstrated how to enroll ThriveCart Learn users automatically using FlexiFunnels purchases with the help of Pabbly Connect. By following these steps, you can streamline the enrollment process, ensuring users receive instant access to their courses without manual intervention.

Learn how to integrate Cashfree and LeadSquared using Pabbly Connect to automate lead creation when payments are received. Follow our step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a LeadSquared lead on Cashfree payment, you first need to access Pabbly Connect. This platform will facilitate the automation between Cashfree and LeadSquared.

Visit the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. If you are a new user, you can sign up for free, which gives you access to 100 tasks monthly. Existing users should simply sign in to their account.

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2. Creating a New Workflow in Pabbly Connect

Once you are signed in, the next step is to create a new workflow in Pabbly Connect. This involves setting up the trigger and action that will automate the lead creation process.

• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Cashfree to LeadSquared Integration’.
• Select the folder where you want to save this workflow.

After creating the workflow, you will be prompted to set up a trigger. Choose Cashfree as the trigger application and select the event that will initiate the workflow, such as a new payment received.

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3. Configuring Cashfree for the Trigger Event

Now, you need to configure Cashfree to send data to Pabbly Connect. This involves setting up a webhook URL provided by Pabbly Connect.

Go to your Cashfree account, navigate to the Developers section, and find the Webhooks option. Here, add the webhook URL from your Pabbly Connect workflow. This URL will allow Cashfree to send payment data to Pabbly Connect whenever a payment is made.

• Click on ‘Add Webhook’ in Cashfree.
• Paste the webhook URL from Pabbly Connect.
• Test the webhook to ensure it is working correctly.

Once the webhook is set up, you can proceed to test the connection to ensure that Cashfree is properly sending payment details to Pabbly Connect.

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4. Setting Up LeadSquared as the Action Application

After configuring Cashfree, the next step is to set up LeadSquared as the action application in your Pabbly Connect workflow. This is where the lead will be created based on the payment data received.

Select LeadSquared as your action application and choose the event ‘Create Lead’. You will need to connect your LeadSquared account by providing the API access key and secret key. This allows Pabbly Connect to interact with your LeadSquared account.

Enter your LeadSquared API key and secret key. Map the fields from Cashfree payment data to LeadSquared lead fields. Test the action to confirm that leads are created successfully.

This setup ensures that every time a payment is made through Cashfree, a new lead is automatically created in LeadSquared via Pabbly Connect.

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5. Testing the Integration

The final step in this process is to test the entire integration. This involves making a test payment through Cashfree and checking if the lead is created in LeadSquared.

Fill out the payment form and complete the payment process. After the payment is successful, log into your LeadSquared account to verify that the lead has been created correctly based on the payment information.

Ensure that all the mapped fields are populated accurately. If everything works as expected, your integration between Cashfree and LeadSquared via Pabbly Connect is successfully set up!

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Conclusion

In this tutorial, we explored how to integrate Cashfree and LeadSquared using Pabbly Connect. By automating lead creation upon payment, you can significantly streamline your lead generation process. This integration saves time and enhances efficiency, allowing you to focus on growing your business.

Learn how to automate the creation of Pipedrive persons from Webflow form submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, you first need to access Pabbly Connect. This platform allows you to automate various tasks without coding. Start by visiting the Pabbly Connect website.

Once on the homepage, you will see the 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. You will receive 100 free tasks monthly, allowing you to explore the platform’s capabilities.

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2. Creating a Workflow in Pabbly Connect

After signing into your Pabbly Connect account, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Create Pipedrive Person on Webflow Form Submission.’ Organizing your workflows into folders helps keep your tasks structured.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select a folder for organization.

Once your workflow is created, you will see two important sections: Trigger and Action. The Trigger is the event that initiates the workflow, while the Action is what happens as a result. For this integration, the trigger will be a Webflow form submission.

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3. Setting Up the Trigger for Webflow

To set up the trigger in Pabbly Connect, select Webflow as your application. Choose the trigger event as ‘Form Submitted’. This means every time a form is submitted on your Webflow site, it will trigger the workflow.

Next, connect your Webflow account by clicking on the ‘Connect’ button. You will need to log into your Webflow account and generate an API key. This key allows Pabbly Connect to access your Webflow data securely.

• Select Webflow as the trigger application.
• Choose the ‘Form Submitted’ event.
• Connect your Webflow account using the API key.

After connecting, test the trigger by submitting a form on your Webflow site. This will capture the response in Pabbly Connect, confirming that your trigger is set up correctly.

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4. Setting Up the Action in Pipedrive

Now that your trigger is set, the next step is to set up the action in Pabbly Connect with Pipedrive. Choose Pipedrive as your action application and select ‘Create Person’ as the action event. This will allow you to automatically add new leads to your Pipedrive account.

Connect to your Pipedrive account by entering your API token, which you can find in your Pipedrive account settings. After connecting, map the fields from the Webflow form submission to the corresponding fields in Pipedrive, such as name, email, and phone number.

Select Pipedrive as the action application. Choose the ‘Create Person’ action event. Map the necessary fields from the Webflow form submission.

Once the fields are mapped, click on the ‘Save and Send Test Request’ button. This will create a new person in your Pipedrive account using the information from the Webflow form submission, confirming that your integration is successful.

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5. Testing the Integration

After setting up the workflow, it’s crucial to test the integration to ensure everything works smoothly. Submit a new form on your Webflow site with different lead details. This will trigger the workflow in Pabbly Connect and create a new person in Pipedrive.

Check your Pipedrive account to confirm that the new lead appears with all the correct details. This testing phase ensures that your automation is functioning as intended, allowing you to capture leads effortlessly.

Submit a new lead form on Webflow. Verify the new lead in your Pipedrive account. Ensure all details are accurate and complete.

With this successful integration, every new lead from your Webflow form will automatically be added to your Pipedrive account, streamlining your lead management process.

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Conclusion

In this tutorial, we explored how to automate the creation of Pipedrive persons from Webflow form submissions using Pabbly Connect. By following the steps outlined, you can simplify your lead management process and ensure no leads are missed.

Learn how to automate the process of creating or updating Keap contacts from Facebook Lead Ads using Pabbly Connect. Step-by-step guide included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create or update Keap contacts from Facebook Lead Ads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free to explore the features available.

Once signed in, you will see various tools offered by Pabbly. Click on the ‘Access Now’ button for Pabbly Connect, which will take you to your dashboard. From here, you can begin the setup process for this integration.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to automate the process of capturing leads. Click on the ‘Create Workflow’ button. You will be prompted to enter a name for your workflow, such as ‘Create or Update Keap Contact from Facebook Lead Ads.’ Choose the appropriate folder to save this workflow.

• Click on ‘Create’ to open the workflow window.
• This window allows you to set up triggers and actions for your workflow.

Understanding the trigger and action is crucial. The trigger will be set as Facebook Lead Ads, which means when a new lead is received, it will initiate the workflow. This setup allows for seamless integration using Pabbly Connect.

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3. Setting Up the Trigger for Facebook Lead Ads

To set up the trigger, select Facebook Lead Ads as your application. You will then choose the trigger event, which is ‘New Lead Instant.’ Click on ‘Connect’ to establish the connection. using Pabbly Connect

If you haven’t connected your Facebook account yet, click on ‘Add a New Connection’ and follow the prompts to authorize Pabbly Connect to access your Facebook Lead Ads account. After successful authorization, select the Facebook page and lead form you want to use.

• Ensure you select the correct page, such as ‘Prime Properties,’ and the specific lead form.
• Click on ‘Send Test Request’ to verify the connection.

Once the test submission is successful, Pabbly Connect will capture the lead details, making them available for the next step in the workflow. This integration ensures that every lead is efficiently processed.

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4. Setting Up the Action to Create or Update Keap Contact

Now that the trigger is set, you need to configure the action. Select Keap as your action application and choose the action event ‘Create or Update Contact.’ Click on ‘Connect’ to link your Keap account with Pabbly Connect.

Similar to the trigger setup, if you haven’t connected your Keap account before, click on ‘Add a New Connection’ and authorize Pabbly Connect to access your Keap account. After connecting, you will need to map the data from the lead captured earlier.

Map the email, first name, and last name from the previous step to create a new contact. Ensure to set the ‘Email Opted In’ status and check for duplicates based on the email.

After completing the mapping, click on ‘Save and Send Test Request’ to create or update the contact in Keap. This step confirms that the integration is functioning correctly through Pabbly Connect.

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5. Testing the Integration in Real-Time

After setting up the workflow, it’s essential to test the integration to ensure everything works smoothly. You can use the Facebook Lead Ads testing tool to submit a test lead. Fill in the lead form with dummy data, including name, email, phone number, and address.

Once the test lead is submitted, check your Keap account to verify that the new contact has been created with the details you entered. Refresh the contacts page in Keap to see the newly added contact.

Make sure to delete any previous test leads to avoid duplicates. Confirm that the details match what you submitted in the lead form.

This real-time testing confirms that Pabbly Connect is successfully automating the process of creating or updating contacts in Keap from Facebook Lead Ads.

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Conclusion

Using Pabbly Connect, you can efficiently automate the process of creating or updating Keap contacts from Facebook Lead Ads. This integration enhances lead management and ensures timely follow-ups without manual effort.

Learn how to automate user creation in Zendesk from Contact Form 7 submissions using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To automate the creation of Zendesk users from Contact Form 7 submissions, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website and signing in to your account. If you’re new, you can sign up for free and get 100 tasks every month.

Once logged in, you will see various applications offered by Pabbly. Click on the ‘Access Now’ button for Pabbly Connect to begin the integration process. This platform will facilitate the connection between Contact Form 7 and Zendesk, making your automation seamless.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will prompt you to name your workflow and select a folder.

• Name your workflow: ‘Create Zendesk User on Contact Form 7 Submission’.
• Select the folder: Choose the folder where you want to save this workflow.

Once you’ve filled in these details, click on the ‘Create’ button. You will now see two sections: Trigger and Action. This is where you will set up how the automation works, starting with the trigger from Contact Form 7.

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3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select Contact Form 7 as your trigger application and choose the event ‘New Form Submission’. This means that every time a new form is submitted, it will trigger the automation.

Pabbly Connect will generate a webhook URL. Copy this URL as it will be used to connect Contact Form 7 to Pabbly Connect. Now, go to your Contact Form 7 setup and locate the form you want to connect.

• Navigate to the ‘Webhooks’ option in your Contact Form 7 settings.
• Paste the copied webhook URL into the designated field.

After saving these changes, return to your Pabbly Connect workflow. You should see a message indicating that it’s waiting for a response. This means the connection has been established successfully.

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4. Testing the Trigger in Pabbly Connect

To ensure that the integration is functioning, perform a test submission using your Contact Form 7. Fill out the form fields, including first name, last name, phone number, and email, and click the submit button. using Pabbly Connect

Once submitted, go back to your Pabbly Connect workflow. The response from your test submission should be captured in the trigger section. This confirms that Pabbly Connect is successfully receiving data from Contact Form 7.

Check if the first name, last name, phone number, and email are displayed correctly. If the data appears as expected, the trigger setup is complete.

Now that you have the lead information, you can proceed to set up the action step which will create a user in Zendesk.

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5. Setting Up the Action in Pabbly Connect

For the action step, select Zendesk as your application and choose the event ‘Create User’. Click on the connect button to establish a connection between Zendesk and Pabbly Connect.

You will need to enter your Zendesk subdomain, username, and API token to complete the connection. The subdomain can be found in your Zendesk URL, and the username should be formatted as your email address followed by ‘/token’.

Generate an API token from your Zendesk account settings. Map the data from the previous step to the fields required for user creation.

After filling in all necessary details, click on ‘Test Request’ to ensure everything is working. If successful, you will see a confirmation that a new user has been created in your Zendesk account, confirming that your automation is complete.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of Zendesk users from Contact Form 7 submissions. By following these steps, you can streamline your lead management process and enhance your customer communication.

Using Pabbly Connect allows for efficient integration between different applications, making it easier to manage your business workflows.

Learn how to seamlessly integrate Facebook Lead Ads with Thinkific using Pabbly Connect. Follow our step-by-step tutorial for easy enrollment of users. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Facebook Lead Ads with Thinkific, you first need to access Pabbly Connect. This platform allows you to automate the enrollment process by connecting different applications without any coding skills.

Visit the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for a free account that offers 100 tasks each month. Once logged in, navigate to the Pabbly Connect dashboard to create your workflow.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow for enrolling Thinkific users when a new lead is captured through Facebook Lead Ads. Click on the ‘Create Workflow’ button in Pabbly Connect. using Pabbly Connect

• Name your workflow, for example, ‘Enroll Thinkific User for Facebook Lead Ads’.
• Set the trigger to ‘Facebook Lead Ads’.
• Choose the action to ‘Enroll User in Thinkific’.

Once you have set up the workflow, you can proceed to configure the trigger and action steps. This will ensure that whenever a new lead is generated, the user is automatically enrolled in the specified Thinkific course.

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3. Setting Up the Trigger for Facebook Lead Ads

Now, set the trigger event in Pabbly Connect to listen for new leads from your Facebook Lead Ads. You will need to log into your Facebook account and authorize Pabbly Connect to access your leads.

Once authorized, select your Facebook page and the specific lead form you wish to use. Make sure to test the trigger to confirm that it captures the lead data correctly. This step is crucial for ensuring that the integration works smoothly.

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4. Configuring Thinkific for User Enrollment

The next step is to configure the action in Pabbly Connect to enroll the captured lead into a Thinkific course. Choose Thinkific from the action application menu and select ‘Enroll User’ as the action event.

Map the fields from your Facebook Lead Ads to the corresponding fields in Thinkific. This includes the user’s first name, last name, email address, and any other required fields. Ensure you toggle the mapping feature to dynamically pull data from the lead response.

• Map the first name from Facebook to Thinkific.
• Map the last name accordingly.
• Enter the email address to ensure proper enrollment.

After mapping all necessary fields, save the configuration and send a test request to check if the user is successfully enrolled in Thinkific.

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5. Testing the Integration Setup

Now that your workflow is set up, it’s time to test the integration. Submit a test lead through your Facebook Lead Ads form to see if Pabbly Connect captures the data and enrolls the user in Thinkific.

Check your Thinkific account to confirm that the new user has been added to the course. If everything is configured correctly, you should see the new enrollment reflecting in your Thinkific dashboard.

This integration process allows you to automate user enrollment, saving time and effort while ensuring that every lead is handled efficiently through Pabbly Connect.

Conclusion

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

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In conclusion, integrating Facebook Lead Ads with Thinkific using Pabbly Connect streamlines the enrollment process for new leads. By following the steps outlined in this tutorial, you can automate user enrollment and enhance your workflow efficiency.

Learn how to automate the process of adding IndiaMART leads to Salesforce for Rustic Texture Paint Service using Pabbly Connect. Follow our detailed step-by-step tutorial.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads into Salesforce, the first step is to access Pabbly Connect. This platform allows users to automate workflows seamlessly. Start by visiting the Pabbly Connect website and sign in to your account. If you’re a new user, you can sign up for free and receive 100 tasks each month.

Once logged in, you will see the dashboard with various Pabbly products. Click on the ‘Access Now’ button for Pabbly Connect to begin setting up your workflow. This is crucial for linking IndiaMART and Salesforce effectively.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will prompt you to name your workflow and select a folder.

• Name your workflow: ‘IndiaMART Leads to Salesforce for Rustic Texture Paint Service’.
• Select the folder where you want to save this workflow.

After naming and selecting the folder, click on the ‘Create’ button. This sets up the workflow, which will consist of a trigger and an action, both of which are essential for the automation process.

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3. Setting Up the Trigger for IndiaMART Leads

In this section, you will set up the trigger for your workflow in Pabbly Connect. The trigger application will be IndiaMART, as you want to capture new leads. Select IndiaMART as your trigger application and choose ‘New Lead’ as the trigger event.

Once selected, Pabbly Connect will provide a webhook URL. Copy this URL and log into your IndiaMART account. Navigate to the Lead Manager section, then to the ‘Import/Export Leads’ option, and select the ‘Push API’ button.

• Select ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the platform name.
• Paste the copied webhook URL and save the details.

After saving, return to your workflow in Pabbly Connect. The status will show ‘Waiting for Webhook Response’ indicating that the trigger setup is complete.

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4. Generating a Test Inquiry in IndiaMART

To ensure that the integration works, generate a test inquiry in your IndiaMART account. Log into your account and select a dummy product. Click on the ‘Contact Supplier’ button to initiate the inquiry process.

Fill out the inquiry form with relevant details, including your inquiry message and a dummy GST number. After submitting the form, check back in Pabbly Connect to see if the webhook response captures the lead information successfully.

Ensure the inquiry message is clear and reflects your interest. Submit the inquiry and wait for the response in Pabbly Connect.

If successful, you will see the lead details captured in your workflow, confirming that IndiaMART is properly connected to Pabbly Connect.

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5. Setting Up the Action to Create Leads in Salesforce

Now that your trigger is set up, it’s time to create the action step in Pabbly Connect. Choose Salesforce as your action application and select the ‘Create Lead’ action event. Click on the ‘Connect’ button to establish a connection with your Salesforce account.

Authorize Pabbly Connect to access your Salesforce account by clicking the ‘Allow’ button. Once authorized, you will need to map the lead details from the previous step to the corresponding fields in Salesforce.

Map the first name, last name, email, and phone number from the captured lead data. Set the lead source as ‘IndiaMART Lead’. Click on ‘Save and Test Request’ to finalize the setup.

Upon successful mapping and saving, refresh your Salesforce account to see the new lead created with the details from the inquiry. This confirms that the automation between IndiaMART and Salesforce via Pabbly Connect is functioning correctly.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding IndiaMART leads to Salesforce for your Rustic Texture Paint Service. By following these steps, you can efficiently manage leads and improve response times, enhancing your overall business productivity.

Learn how to automate adding IndiaMART leads to Google Sheets for nutrition supplements using Pabbly Connect. Step-by-step guide included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate adding IndiaMART leads to Google Sheets, start by accessing Pabbly Connect. Visit the Pabbly website and sign in to your account. If you are a new user, you can sign up for free and get 100 tasks per month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find all your workflows and can create a new one specifically for integrating IndiaMART with Google Sheets.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow to connect IndiaMART and Google Sheets. Click on the ‘Create New Workflow’ button. Name your workflow appropriately, such as ‘IndiaMART Leads to Google Sheets’ to keep it organized. using Pabbly Connect

• Select ‘IndiaMART’ as the trigger application.
• Choose the trigger event as ‘New Lead’.
• This will activate the workflow whenever a new lead is received.

After setting the trigger, proceed to configure the action step. This step will define what happens with the new lead data.

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3. Connecting IndiaMART to Pabbly Connect

The next step involves connecting your IndiaMART account to Pabbly Connect. You will need to use a Webhook URL provided by Pabbly Connect. This URL acts as a bridge between IndiaMART and Pabbly Connect.

Log into your IndiaMART account, navigate to the Lead Manager, and select the option to export leads. Here, you will find the option to set up a Push API. Enter the Webhook URL from Pabbly Connect and save the details.

• Select your CRM platform name as ‘Pabbly Connect’.
• Generate an OTP to verify the connection.
• Once verified, your IndiaMART account will be linked to Pabbly Connect.

Now, whenever a new lead is generated in IndiaMART, it will be sent to Pabbly Connect automatically.

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4. Adding Google Sheets as an Action in Pabbly Connect

After connecting IndiaMART, the next step is to add Google Sheets as the action application in Pabbly Connect. Choose Google Sheets as the action application and set the event to ‘Add Row’. This action will automatically add the new lead data into your specified Google Sheets.

You will need to sign in to your Google account and allow Pabbly Connect access to your Google Sheets. Once connected, select the specific spreadsheet where you want the leads to be added.

Map the fields from IndiaMART to Google Sheets. Ensure that fields such as name, email, and product query are correctly linked. Click on ‘Save and Send Test Request’ to check if the integration works.

This will ensure that every new lead from IndiaMART is automatically added to your Google Sheets.

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5. Testing the Integration for Success

To confirm that everything is working correctly, perform a test submission from your IndiaMART account. Send a test inquiry as if you were a customer interested in nutrition supplements. This will trigger the workflow in Pabbly Connect.

After submitting, check your Google Sheets to ensure that the new lead has been added successfully. You should see all relevant details populated in the sheet, confirming that the integration is functioning as intended.

Verify the lead details in Google Sheets match those submitted. Ensure that all fields are filled correctly based on the inquiry. If everything looks good, your automation is complete!

This step ensures that your automation is reliable and that you can manage leads effectively without manual entry.

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Conclusion

Integrating IndiaMART leads into Google Sheets using Pabbly Connect simplifies your workflow and saves time. By following these steps, you can automate the process of capturing leads for nutrition supplements, ensuring you never miss an inquiry.

Learn how to automate the creation of Zoho CRM contacts from Cashfree payments using Pabbly Connect. Follow our step-by-step guide for seamless integration. 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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Setting Up Pabbly Connect for Cashfree and Zoho CRM Integration

To automate the creation of Zoho CRM contacts from Cashfree payments, you will first need to set up Pabbly Connect. This integration allows you to connect your Cashfree payment gateway with Zoho CRM seamlessly. Begin by accessing the Pabbly Connect homepage and signing in or signing up if you are a new user.

After logging in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button in the top right corner. You will be prompted to name your workflow, for example, ‘Create Zoho Contact on Cashfree Payment’. Ensure you select a folder for your workflow, which can help in organizing your tasks.

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Setting the Trigger with Cashfree Payment Gateway

In this section, you will set up the trigger for your workflow using Pabbly Connect. Select Cashfree as the trigger application since you want to capture new payments. Choose the trigger event as ‘Payment via Form’. This means every time a payment is made through your Cashfree payment form, the trigger will activate.

After selecting the trigger event, you will receive a webhook URL from Pabbly Connect. You need to copy this URL and head over to your Cashfree account. Navigate to the Developers section, and under Products, find the option for Webhooks. Here, you will add a new webhook endpoint by pasting the URL you copied from Pabbly Connect.

• Log in to your Cashfree account.
• Go to Developers > Webhooks > Payment Form.
• Click on ‘Add Webhook Endpoint’ and paste the webhook URL.

After adding the webhook, test the connection to ensure it is working correctly. Once confirmed, you can proceed to the next step of capturing the payment details.

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Testing the Integration with a Test Payment

Now that you have set up the trigger, it’s time to test the integration using Pabbly Connect. Go back to your Cashfree payment form and make a test payment. Fill in the necessary details, such as phone number, email ID, and name, then choose a payment method and proceed to pay. This step will simulate an actual payment and trigger the workflow.

Once the payment is processed, return to Pabbly Connect and check if a test response has been successfully received. You should see the payment details captured in the workflow, confirming that the trigger is functioning correctly.

• Fill in the test payment form with dummy data.
• Select a payment method and complete the payment.
• Check Pabbly Connect for the test response.

After confirming that the test payment has triggered the workflow, you can move on to the next part of the integration process.

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Creating a Zoho CRM Contact as the Action Step

The final step involves creating a new contact in Zoho CRM using Pabbly Connect. Select Zoho CRM as the action application and choose the action event as ‘Create Contact’. This action will ensure that every time a payment is made, a new contact is automatically created in your Zoho CRM account.

To connect your Zoho CRM account with Pabbly Connect, click on the ‘Connect with Zoho CRM’ option. You will need to provide your Zoho domain, which can be found in the URL of your Zoho CRM account. After entering the domain, grant access to Pabbly Connect so it can interact with your Zoho account.

Select Zoho CRM as the action application. Choose the action event ‘Create Contact’. Map the customer details from the Cashfree payment response.

After mapping the necessary fields like first name, last name, email, and phone number, you can save and test this action step. Once successful, you will see that a new contact has been created in your Zoho CRM account corresponding to the test payment made.

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Conclusion

In this tutorial, we explored how to automate the creation of Zoho CRM contacts from Cashfree payments using Pabbly Connect. This integration streamlines your customer management process and eliminates manual data entry, saving you time and effort. With the steps outlined, you can easily set up this automation for your business needs.

Learn how to automate the registration process for GoToTraining using Facebook Lead Ads with Pabbly Connect in 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. Accessing Pabbly Connect to Automate Registrations

To automate the registration process for GoToTraining using Facebook Lead Ads, start by accessing Pabbly Connect. This integration platform allows you to connect various applications seamlessly.

Visit the Pabbly Connect website and log in to your account. If you are new, you can sign up for free and get 100 tasks every month. Once logged in, select Pabbly Connect from the dashboard to begin.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, you need to create a workflow for your automation. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow.

• Name your workflow as ‘Create GoToTraining Registrant for Facebook Lead Ads Lead’.
• Select a folder to save your workflow, such as ‘Facebook Lead Ads Automations’.

After naming and selecting the folder, click on the ‘Create’ button. This will set up your workflow, which consists of a trigger and an action.

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3. Setting Up the Trigger for Facebook Lead Ads

Now, set up the trigger in Pabbly Connect. For the trigger application, select ‘Facebook Lead Ads’. The trigger event should be set to ‘New Lead’. This means the workflow will start when a new lead is generated.

Click on the ‘Connect’ button to establish a connection. If you have not connected before, click on ‘Add New Connection’ and log into your Facebook account. Select the page where your lead ads are running, such as ‘Spark Success Coaching’, and choose the lead form, like ‘Webinar Registration Form’.

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4. Testing the Trigger in Pabbly Connect

After setting up the trigger, it’s essential to test whether Pabbly Connect captures the lead correctly. Generate a test lead using the Meta’s lead ad assisting tool. Make sure you fill in all required fields, including first name, last name, email, phone number, city, and postal code.

• Enter the first name as ‘Test’ and last name as ‘User’.
• Provide a dummy email like ‘[email protected]’.
• Specify the city as ‘Indore’ and postal code accordingly.

After submitting the test lead, check the response in Pabbly Connect. If the lead details appear correctly, your connection is successful.

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5. Setting Up the Action to Create Registrant in GoToTraining

With the trigger successfully set up, it’s time to configure the action in Pabbly Connect. Select ‘GoToTraining’ as the action application and choose ‘Create Registrant’ as the action event.

Connect your GoToTraining account by clicking on the ‘Connect’ button. Select the training session you want to register the leads for, such as ‘Mastering Personality Development: Unlock Your Full Potential’. Then, map the data from the previous step, inserting the email, first name, and last name of the new registrant.

After mapping the fields, click on the ‘Save and Send Test Request’ button. If successful, you will receive a confirmation that the registrant has been created in your GoToTraining account. This completes the automation process using Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to automate the registration of leads from Facebook Lead Ads into GoToTraining using Pabbly Connect. This integration streamlines the onboarding process for your learners efficiently and effectively.