Author: Rajpal Tomar

Learn how to integrate Zoho Campaigns with FlexiFunnels using Pabbly Connect to automate subscriber updates on new purchases effectively. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting the official website. Sign in to your account or create a new one if you are a first-time user. This platform allows you to automate tasks without any coding skills.

Once logged in, you will be directed to the dashboard where you can create new workflows. Ensure that you have all necessary credentials for Zoho Campaigns and FlexiFunnels handy to streamline the setup process.

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2. Creating a New Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button. Name the workflow appropriately, such as ‘Add/Update Zoho Campaigns Subscriber on FlexiFunnels Purchase’. This will help you identify the workflow later.

• Click on the ‘Create’ button.
• Select the trigger application, which is FlexiFunnels.
• Choose the trigger event as ‘New Purchase’.

After selecting the trigger, click on the ‘Save and Send Test Request’ button to ensure that the connection is established correctly. This step is crucial for ensuring that data flows seamlessly from FlexiFunnels to Zoho Campaigns through Pabbly Connect.

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3. Setting Up Zoho Campaigns in Pabbly Connect

After configuring the trigger, the next step involves setting up Zoho Campaigns in Pabbly Connect. Choose Zoho Campaigns as the action application. This integration enables automatic updates of subscribers whenever a new purchase is made in FlexiFunnels.

In the action event, select ‘Add/Update Subscriber’. You will then be prompted to connect your Zoho Campaigns account. Log in and authorize Pabbly Connect to access your Zoho Campaigns data.

• Select the list where you want to add the subscribers.
• Map the required fields such as email, first name, and last name from the FlexiFunnels response.

Ensure that all necessary fields are correctly mapped to ensure accurate subscriber information is sent to Zoho Campaigns. This step is essential for maintaining a clean and organized subscriber list.

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4. Testing the Integration Workflow

Once the setup is complete, it’s time to test the integration of Pabbly Connect with Zoho Campaigns and FlexiFunnels. Perform a test purchase in your FlexiFunnels account to trigger the workflow. This will help you verify if the subscriber is added correctly to Zoho Campaigns.

After completing the test purchase, return to Pabbly Connect and check the workflow history. You should see the data being sent to Zoho Campaigns. If everything is set up correctly, the subscriber should appear in your Zoho Campaigns account.

Confirm that the subscriber details match the information entered during the test purchase. If any issues arise, troubleshoot the steps and ensure that all mappings are correct.

Testing is a critical phase to ensure that your automation is functioning as intended. This guarantees that your subscribers are updated in real-time without manual intervention.

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5. Conclusion

By following these steps, you can effectively use Pabbly Connect to integrate Zoho Campaigns with FlexiFunnels. This automation streamlines the process of adding and updating subscribers, ensuring efficient email marketing. Enjoy the benefits of automated workflows and improved subscriber management.

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Learn how to create or update Encharge persons automatically with Cashfree payments using Pabbly Connect in this detailed step-by-step tutorial. 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.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create or update an Encharge person based on Cashfree payments, start by accessing Pabbly Connect. This platform allows seamless integration between various applications without any coding knowledge.

Begin by visiting the Pabbly Connect website. If you’re a new user, sign up for free. Existing users can log in using their credentials. Once logged in, navigate to the dashboard where you can manage your workflows and integrations.

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2. Creating a New Workflow in Pabbly Connect

Next, you will create a new workflow to automate the process of creating or updating an Encharge person when a payment occurs in Cashfree. Click on the ‘Create Workflow’ button in Pabbly Connect. using Pabbly Connect

• Name your workflow as ‘Create or Update Encharge Person on Cashfree Payment’.
• Select the appropriate folder to save your workflow.
• Click on ‘Create’ to initiate the workflow.

Upon creating the workflow, you will see two boxes appear: one for the trigger and another for the action. This setup is essential for defining how your automation will function.

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3. Setting Up the Trigger for Cashfree Payment

In this step, you will configure the trigger event that initiates the workflow. Select Cashfree as your trigger application and choose the trigger event as ‘Payment Received’.

To connect Cashfree with Pabbly Connect, you will need to provide the webhook URL generated by Pabbly. Navigate to your Cashfree account, and under the developer settings, locate the option to add a webhook.

• Click on ‘Add Webhook’.
• Paste the webhook URL from Pabbly Connect.
• Save the settings to ensure the connection is established.

After saving, you can test the connection to ensure that Pabbly Connect successfully receives data from Cashfree when a payment is made.

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4. Configuring the Action to Update Encharge Person

Now that the trigger is set, it’s time to configure the action step to update or create an Encharge person. Select Encharge as the action application in Pabbly Connect. using Pabbly Connect

Choose the action event as ‘Create or Update Person’. You will need to connect your Encharge account by authorizing Pabbly Connect to access it. This involves granting permissions for Pabbly Connect to manage your Encharge contacts.

Map the fields from Cashfree to Encharge, such as email, name, and phone number. Ensure that the data is correctly formatted to match Encharge’s requirements. Test the action to verify that a new person is created or updated in Encharge based on the payment data from Cashfree.

Once the action is successfully tested, your workflow is ready to automate the process of creating or updating persons in Encharge whenever a payment is received through Cashfree.

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5. Conclusion

In conclusion, using Pabbly Connect to automate the creation and updating of Encharge persons based on Cashfree payments streamlines your workflow significantly. By following these steps, you can ensure that every payment triggers the necessary updates in your customer management system.

This integration not only saves time but also enhances the accuracy of your customer data management. Start using Pabbly Connect today for seamless integration between Cashfree and Encharge.

Learn how to automate the creation of Mailchimp members from Contact Form 7 submissions using Pabbly Connect. Step-by-step guide included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a Mailchimp member on Contact Form 7 submission, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free, which allows you to use 100 tasks monthly.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can manage all your workflows. To create a new workflow, click on the ‘Create Workflow’ button. You will need to name your workflow and select a folder to save it in. This organization helps in managing multiple integrations effectively.

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2. Creating a Workflow with Pabbly Connect

In this section, you will build the connection between Contact Form 7 and Mailchimp using Pabbly Connect. After naming your workflow, you will be presented with two boxes: one for the trigger and another for the action. The trigger will initiate the workflow whenever there is a new submission in Contact Form 7.

• Select ‘Contact Form 7’ as the trigger application.
• Choose the trigger event as ‘New Form Submission’.
• Connect your Contact Form 7 account by providing the required webhook URL.

After setting the trigger, you will need to test it by submitting a dummy entry in your Contact Form 7. Once the form is submitted, Pabbly Connect will capture this submission and show it in the workflow dashboard.

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3. Setting Up Mailchimp in Pabbly Connect

Next, you will set up Mailchimp as the action application in your workflow using Pabbly Connect. After the trigger is confirmed, select ‘Mailchimp’ as the action application. Then, choose ‘Add/Update Subscriber’ as the action event.

• Connect your Mailchimp account by entering your API key and data center.
• Select the audience list where you want to add the new member.
• Map the fields from the Contact Form 7 submission to the Mailchimp fields.

Mapping ensures that the data from your form submission is accurately transferred to Mailchimp. After completing the setup, save your changes and send a test request to verify that the member is created in Mailchimp.

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4. Testing the Integration Workflow

With the workflow set up, it’s crucial to test the integration between Contact Form 7 and Mailchimp through Pabbly Connect. Go back to your Contact Form 7 and submit a new form entry. Once submitted, check the Pabbly Connect dashboard to see if the data was captured correctly.

If the test is successful, you will see the new member created in your Mailchimp account under the specified audience list. This confirms that your integration workflow is functioning as intended. If there are any issues, revisit your mapping and settings in Pabbly Connect to troubleshoot.

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Conclusion

In this tutorial, you learned how to create a Mailchimp member on Contact Form 7 submission using Pabbly Connect. This integration automates the process, saving time and ensuring that your leads are captured efficiently. By following these steps, you can streamline your workflow and enhance your email marketing efforts.

Learn how to create Airtable records for Facebook Lead Ads leads using Pabbly Connect in this step-by-step tutorial. Integrate Facebook with Airtable effortlessly! Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create an Airtable record for Facebook Lead Ads, you first need to access Pabbly Connect. Start by signing into your Pabbly account on the top right corner of the page. If you are a new user, click on ‘Sign Up for Free’ to create an account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can view all your workflows. To start the integration process, select the folder where you want to create the new workflow and click on ‘Create’. This is where you will set up the connection between Facebook Lead Ads and Airtable through Pabbly Connect.

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2. Setting Up the Trigger for Facebook Lead Ads

In this step, you will set up the trigger for your workflow using Pabbly Connect. Click on the trigger box and select ‘Facebook Lead Ads’ as your trigger application. You will then need to choose the event that will start this workflow, which is typically ‘New Lead’.

• Select your Facebook account to connect.
• Choose the Facebook page associated with your lead form.
• Select the specific lead form you want to use.

After selecting your lead form, click on ‘Save and Send Test Request’. This will allow Pabbly Connect to fetch the latest lead data from your Facebook Lead Ads. Once you see the response, you can confirm that the connection is working correctly.

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3. Connecting Airtable to Pabbly Connect

Now that you have set up your trigger, the next step is to connect Airtable to Pabbly Connect. Click on the action box and choose ‘Airtable’ as your action application. Select ‘Create Record’ as the action event.

Next, you will need to log in to your Airtable account through Pabbly Connect. Once logged in, select the base where you want to create the record. For this example, name your base ‘Facebook Details’ and grant access to it.

• Map the fields from your Facebook Lead Ads to the respective Airtable fields.
• Ensure that you have fields for first name, last name, email, and phone number in Airtable.

After mapping the fields correctly, click on ‘Save and Send Test Request’. This action will verify if the data from Facebook Lead Ads is being sent to Airtable successfully through Pabbly Connect.

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4. Testing the Integration Workflow

Once you’ve set up the connection between Facebook Lead Ads and Airtable using Pabbly Connect, it’s time to test the integration. Go back to your Facebook Lead Ads testing tool and submit a new lead form with the required details.

After submitting the form, return to Pabbly Connect and check the workflow. You should see the new lead data captured in the workflow response. This confirms that the integration is functioning as intended, and the details are being sent to Airtable.

Next, open your Airtable account and refresh the page to see if the new record has been created. If all the details appear correctly, your integration is successful!

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5. Conclusion

In this tutorial, we successfully integrated Facebook Lead Ads with Airtable using Pabbly Connect. This process allows you to automate lead management effectively. By following these steps, you can ensure that every new lead from Facebook is automatically recorded in Airtable, streamlining your workflow.

Using Pabbly Connect simplifies the integration process, making it accessible even for those without coding skills. Automate your lead management and enhance your productivity today!

Learn how to integrate IndiaMART leads into Salesforce for biofertilizer using Pabbly Connect, streamlining your lead management process with automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads with Salesforce, first access Pabbly Connect. Visit the Pabbly Connect website by entering ‘Pabbly.com/connect’ in your browser. Once there, sign in to your account or create a new one if you are a first-time user.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can manage your workflows. Click on ‘Create New Workflow’ to begin setting up the integration between IndiaMART and Salesforce.

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2. Setting Up the Trigger for IndiaMART Leads

In this section, we will set up the trigger in Pabbly Connect for capturing leads from IndiaMART. Choose IndiaMART as your trigger application. The trigger event should be set to ‘New Lead’. This will initiate the workflow every time a new lead is generated.

• Select ‘IndiaMART’ from the application list.
• Choose ‘New Lead’ as the trigger event.
• Click on ‘Save and Continue’ to proceed.

After setting the trigger, you will need to connect your IndiaMART account to Pabbly Connect. This involves providing the necessary API details from your IndiaMART account to establish the connection.

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3. Configuring Salesforce Action in Pabbly Connect

Next, we will configure the action in Pabbly Connect to send the captured leads to Salesforce. Select Salesforce as your action application and choose ‘Create Lead’ as the action event. This will allow you to create a new lead in Salesforce whenever a new lead is captured from IndiaMART.

To set up this action, you will need to authenticate your Salesforce account within Pabbly Connect. Provide your Salesforce credentials and allow the necessary permissions for data transfer.

• Select ‘Salesforce’ as the action application.
• Choose ‘Create Lead’ as the action event.
• Authenticate your Salesforce account.

Once authenticated, map the fields from the IndiaMART lead to the corresponding fields in Salesforce. This ensures that all relevant information is transferred accurately.

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4. Testing and Activating Your Workflow

After mapping the fields, it’s important to test your workflow in Pabbly Connect. Click on the ‘Test’ button to ensure that the integration works correctly. This will simulate the process of sending a lead from IndiaMART to Salesforce.

If the test is successful, you will see a confirmation message. Once confirmed, activate your workflow to start the automation process. This means every new lead from IndiaMART will now automatically create a lead in Salesforce.

Click ‘Test’ to simulate the workflow. Confirm the successful test message. Activate your workflow to enable automation.

Now, your integration is complete, and you can manage your leads seamlessly between IndiaMART and Salesforce using Pabbly Connect.

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5. Conclusion

In conclusion, integrating IndiaMART leads into Salesforce for biofertilizer management using Pabbly Connect automates your workflow. This integration saves time and ensures all leads are captured effectively, enhancing your business operations.

By following these steps, you can streamline your lead management process and focus on growing your biofertilizer business.

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Learn how to automate Grist records for Facebook Lead Ads using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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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Accessing Pabbly Connect for Integration

To begin integrating Grist with Facebook Lead Ads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and either sign in or sign up for a free account if you are a new user. This platform allows you to create automated workflows without any coding knowledge.

Once logged in, navigate to your dashboard and select the option to create a new workflow. This is where you will set up the integration between Facebook Lead Ads and Grist. Follow the steps provided by Pabbly Connect to ensure a smooth setup process.

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Creating Your Workflow in Pabbly Connect

In this section, you will create a workflow that connects Facebook Lead Ads to Grist. Click on the ‘Create Workflow’ button in Pabbly Connect. You will be prompted to name your workflow; for this example, name it ‘Create Grist Record from Facebook Lead Ads’ and select a folder for organization.

Next, you will set up the trigger for your workflow. Choose Facebook Lead Ads as the trigger application. After selecting it, specify the trigger event as ‘New Lead’ to ensure that your workflow activates whenever a new lead is captured. This will help automate the data transfer process efficiently.

• Click on ‘Connect’ to link your Facebook account.
• Authorize Pabbly Connect to access your Facebook Lead Ads.
• Select the Facebook page and lead form you wish to use.

After completing these steps, your trigger is set up, and you can proceed to connect your Grist account for the action step.

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Connecting Grist to Pabbly Connect

To add the action step, select Grist as your action application in Pabbly Connect. Choose the action event as ‘Create Record’. This will ensure that every new lead from Facebook Lead Ads is recorded in your Grist account automatically.

When prompted, connect your Grist account by entering your API key. To find your API key, log into your Grist account, navigate to the profile settings, and copy the key provided there. Paste this key back into Pabbly Connect to establish the connection.

• Select the workspace and document where you want to save the lead details.
• Map the fields from the Facebook Lead Ads to the corresponding fields in Grist.
• Ensure that the data fields like name, email, and phone number are accurately mapped.

Once you’ve mapped all necessary fields, you can test the workflow to ensure everything is functioning correctly.

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Testing Your Workflow with Pabbly Connect

After setting up the connection, it’s crucial to test your workflow in Pabbly Connect. Use the Facebook Lead Ads testing tool to simulate a lead submission. Fill in the necessary details like name, email, and phone number, and submit the form.

Once the test lead is submitted, return to your Pabbly Connect dashboard. You should see the test lead data captured in your workflow. This confirms that the integration between Facebook Lead Ads and Grist is working as intended.

To verify, log into your Grist account and check that the new record has been created with the submitted details. This step ensures that your setup is complete and functioning correctly.

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Conclusion

In conclusion, using Pabbly Connect to automate the creation of Grist records from Facebook Lead Ads leads is a powerful way to streamline your data management. By following the steps outlined in this tutorial, you can enhance your lead tracking and conversion processes effectively.

Utilizing Pabbly Connect not only saves time but also reduces manual errors, allowing you to focus on converting leads into clients. Start automating today for better efficiency!

Learn how to integrate Cashfree with Pipedrive using Pabbly Connect. This tutorial covers step-by-step instructions to automate the creation of Pipedrive persons from Cashfree payments.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Cashfree and Pipedrive Integration

To set up Pabbly Connect for integrating Cashfree and Pipedrive, start by logging into your Pabbly Connect account. If you don’t have an account yet, you can sign up for free. Once logged in, click on the ‘Create Workflow’ button to begin the integration process.

In the workflow setup, name your workflow something like ‘How to Create Pipedrive Person on Cashfree Payment’. Select the folder where you want to save it, then click on ‘Create’. This opens the workflow window where you can define the trigger and action for your integration.

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2. Selecting Cashfree as Trigger Application

In this section, you will select Cashfree as the trigger application in your Pabbly Connect workflow. Click on the trigger application dropdown and search for ‘Cashfree’. Once selected, you will be prompted to choose the trigger event.

The trigger event is crucial as it defines when the workflow will activate. Choose ‘Payment via Form’ as the trigger event. After this, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used in your Cashfree account to establish the connection.

• Log into your Cashfree account.
• Navigate to the Developers section and select Payment Gateway.
• Click on Webhooks and then Add Webhook Endpoint.

Paste the copied webhook URL into the designated field and click on ‘Test and Add’. Confirm that the webhook was added successfully, indicating that Cashfree is now connected to your Pabbly Connect workflow.

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3. Capturing Webhook Response from Cashfree

After successfully adding the webhook in Cashfree, it’s time to test the integration by making a payment. This step is essential to capture the webhook response that will be sent to Pabbly Connect. Open your payment form in Cashfree and perform a test transaction.

For the test, fill in the payment details such as name, email, and UPI ID. Once the payment is successful, return to your Pabbly Connect workflow to see if the response was captured. You should see the customer details reflected in the workflow, confirming that the integration is working.

• Enter customer details in the payment form.
• Select UPI as the payment method and complete the transaction.
• Check the Pabbly Connect workflow for the captured response.

Once you see the response in Pabbly Connect, you can confirm that the trigger step is complete, and the workflow is ready for the next action.

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4. Creating a Person in Pipedrive from Cashfree Payment

Now that you have captured the webhook response from Cashfree, it’s time to create a new person in Pipedrive. In your Pabbly Connect workflow, select Pipedrive as the action application. Search for Pipedrive and choose it from the list.

For the action event, select ‘Create Person’. If you haven’t connected Pipedrive yet, you will need to do so by entering your API token. To find your API token, log into your Pipedrive account, navigate to the profile icon, and go to Personal Preferences, then API.

Copy your API token from Pipedrive. Paste the token into Pabbly Connect to establish the connection. Map the customer details from the Cashfree response to the Pipedrive fields.

After mapping the required fields, click on ‘Test Request’ to ensure that the person is created successfully in Pipedrive. Check your Pipedrive account to see the new person added with the details from the Cashfree payment.

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5. Testing the Workflow for Cashfree to Pipedrive Integration

With the integration set up, it’s important to test the workflow to ensure everything is functioning as expected. Perform another test transaction through Cashfree using a different set of customer details. This will allow you to verify that the new person is created in Pipedrive.

After completing the payment, return to your Pipedrive account and check the Contacts section. You should see the new contact with the details you entered during the test payment. This confirms that the integration between Pabbly Connect, Cashfree, and Pipedrive is working seamlessly.

By following these steps, you can automate the process of creating Pipedrive persons based on Cashfree payments, saving time and reducing manual work. You can now manage your sales pipeline more efficiently, ensuring that customer details are captured instantly.

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Conclusion

This tutorial detailed how to create a Pipedrive person on Cashfree payment using Pabbly Connect. By integrating these applications, you can automate customer data entry and streamline your sales processes effectively.

Learn how to integrate Cashfree Payment with Flowlu using Pabbly Connect for automatic contact creation. Follow our detailed tutorial for seamless automation. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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Setting Up Integration with Cashfree and Flowlu

To create a Flowlu contact on Cashfree Payment, we first need to set up the integration using Pabbly Connect. This automation will help streamline the customer management process by automatically creating contacts when payments are received through Cashfree.

Start by logging into your Pabbly Connect account. Once logged in, navigate to the dashboard and create a new workflow. Click on the ‘Create Workflow’ button and name it ‘Create Flow Contact on Cashfree Payment’. Choose an appropriate folder for saving your workflows.

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Configuring Trigger for Cashfree Payments

The next step involves configuring the trigger for your workflow. In this case, we will select Cashfree as our trigger application. The trigger event should be set to ‘Payment via Form’ to capture new payments.

Once you select the trigger, Pabbly Connect will generate a webhook URL. Copy this URL as it will be used to connect your Cashfree account. Log into your Cashfree account, navigate to the ‘Developers’ section, and select ‘Webhooks’ under the Payment Gateway options.

• Click on ‘Add Webhook Endpoint’.
• Paste the copied webhook URL.
• Test the connection to ensure it works correctly.

This setup allows Cashfree to send payment data to Pabbly Connect whenever a payment is made. Once you have successfully added the webhook, you can proceed to test the integration by making a test payment.

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Testing the Cashfree Payment

To test the integration, navigate back to your Cashfree payment form and fill in the details with dummy data. Ensure you enter a valid phone number, email ID, and name. Select a payment method, enter the necessary card details, and proceed to payment.

After entering the OTP, complete the payment. This action should trigger the webhook and send the payment details to Pabbly Connect. Check the Pabbly Connect dashboard to confirm that the payment data has been received successfully.

• Verify that the payment status is successful.
• Check for customer details such as name, email, and phone number.

Once confirmed, you can proceed to create a new contact in Flowlu using the received payment details.

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Connecting Flowlu for Contact Creation

After successfully receiving the payment data, the next step is to connect your Flowlu account to Pabbly Connect. In the action step of your workflow, select Flowlu as the application and choose the action event ‘Create Contact’.

To connect Flowlu, you will need your account URL and API key. Retrieve the account URL from your Flowlu account and click on your profile icon to access the API settings. Here, you can generate a new API key if necessary.

Enter the account URL in the designated field. Paste the API key into the corresponding field.

Once both details are entered, save the connection. This step allows Pabbly Connect to create new contacts in your Flowlu account automatically whenever a payment is made through Cashfree.

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Finalizing the Automation Steps

Now that you have set up the connection, proceed to map the customer details from the Cashfree payment data to the fields in Flowlu. Ensure you map the first name, last name, email address, and phone number correctly.

To split the customer’s full name into first and last names, use the text formatter feature in Pabbly Connect. Select ‘Split Text’ as the action event and configure it to use a space as the separator. Map the full name from the payment data to split it accordingly.

Map the split first name and last name to the respective fields in Flowlu. Leave optional fields blank if not required.

Finally, test the entire workflow by making another payment. Check your Flowlu account to confirm that the new contact has been created successfully with all the mapped details.

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Conclusion

This tutorial demonstrates how to create a Flowlu contact on Cashfree Payment using Pabbly Connect. By automating this process, you can save time and ensure accurate customer management without manual data entry.

Integrating Cashfree with Flowlu through Pabbly Connect allows for seamless transaction tracking and efficient business operations. Start automating your processes today to enhance productivity!

Learn how to send SMS alerts for expiring WiFi subscriptions using Pabbly Connect and Google Sheets in this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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Setting Up Pabbly Connect for SMS Alerts

To start sending SMS alerts for expiring WiFi subscriptions, the first step is to set up Pabbly Connect. This integration tool allows you to connect Google Sheets with your SMS service provider seamlessly. Begin by signing into your Pabbly Connect account.

Once logged in, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘WiFi Subscription Alerts’. This will help you easily identify the purpose of this integration later.

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Connecting Google Sheets to Pabbly Connect

Next, you need to connect Google Sheets with Pabbly Connect. In the workflow setup, select Google Sheets as the trigger application. Choose the trigger event as ‘New Spreadsheet Row’. This means that every time a new row is added to your specified Google Sheet, it will trigger the workflow.

After selecting Google Sheets, you will be prompted to authorize Pabbly Connect to access your Google account. Follow these steps to complete the authorization process:

• Log in to your Google account when prompted.
• Allow Pabbly Connect to access your Google Sheets.
• Select the specific Google Sheet containing your WiFi subscription data.

Once authorized, you can specify the worksheet from which Pabbly Connect should pull data. This setup ensures that your SMS alerts are based on the latest subscription information.

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Configuring SMS Service in Pabbly Connect

Now that Google Sheets is connected, the next step is to configure your SMS service in Pabbly Connect. Choose your preferred SMS service provider from the list of available integrations. This could be Twilio, Nexmo, or any other supported SMS service.

Select the action event as ‘Send SMS’. This action will allow you to send an SMS to the designated phone number when a subscription is about to expire. You will need to fill in the required fields such as:

• Recipient Phone Number: Use the phone number column from your Google Sheet.
• Message: Customize your SMS message to include details about the WiFi subscription expiration.

After filling in these fields, test the SMS action to ensure that the integration is working correctly. This step is crucial for confirming that alerts will be sent as intended.

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Finalizing the Workflow in Pabbly Connect

With the SMS service configured, it’s time to finalize your workflow in Pabbly Connect. Ensure that you have set the correct conditions for when the SMS should be sent. Typically, you would want to set a condition to send alerts a few days before the subscription expiration date.

In the workflow settings, you can add filters to check if the expiration date is within a specified range. This ensures that only relevant SMS alerts are sent. Once everything is set up, save your workflow and activate it.

Finally, monitor the workflow to ensure that SMS alerts are being sent as expected. You can check the logs in Pabbly Connect to track the status of sent messages. This will help you troubleshoot any issues that may arise.

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Conclusion

Using Pabbly Connect, you can easily automate SMS alerts for expiring WiFi subscriptions directly from Google Sheets. This integration not only saves time but also ensures that your customers are notified promptly about their subscription status.

By following the steps outlined in this tutorial, you can set up a reliable notification system that enhances customer service and reduces the risk of subscription lapses. Start using Pabbly Connect today to streamline your SMS alert process.

Learn how to automate the integration of Google Docs with WordPress using Pabbly Connect in this detailed tutorial. Follow the steps to streamline your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. First, navigate to the Pabbly website and click on the ‘Products’ section. From there, select Pabbly Connect and click on ‘Sign Up for Free’ to create an account.

Once your account is set up, log in to Pabbly Connect. You will find an option to create a new workflow. Click on the ‘Create Workflow’ button, where you will name your workflow, for example, ‘Google Docs to WordPress’. This is the foundation for integrating your applications.

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2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select ‘Google Docs’ as your app and choose the trigger event as ‘New Document in Folder’. This allows Pabbly Connect to monitor a specific folder for any new documents.

• Select the appropriate Google account to connect.
• Authorize Pabbly Connect to access your Google Docs.
• Choose the folder where you will be saving your documents.

After configuring these settings, click on the ‘Save and Send Test Request’ button to ensure that Pabbly Connect can successfully fetch data from the specified Google Docs folder.

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3. Creating a New Document in Google Docs

Now that the trigger is set up, you can create a new document in Google Docs. Name the document, for example, ‘Monarch Butterfly’, and add content along with an image URL. This document will be automatically sent to WordPress once it’s created.

After saving the document, return to Pabbly Connect and hit the ‘Save and Send Test Request’ button again. This will allow Pabbly Connect to capture the newly created document’s details.

Make sure to include all necessary information in your Google Docs, such as the title, subtitle, image URL, and content. Pabbly Connect will extract this information and prepare it for the next step of the integration.

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4. Adding a Delay Module for Data Capture

To ensure that all document details are captured properly, you need to add a delay in Pabbly Connect. This delay allows time for the content to be fully processed before sending it to WordPress.

• Choose the ‘Delay’ action in Pabbly Connect.
• Set the delay duration to 2 minutes.
• Click on ‘Save and Send Test Request’ to confirm the delay.

This step is crucial as it ensures that Pabbly Connect captures not just the title but also the entire content and image URL after the specified delay.

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5. Sending Data to WordPress Using Pabbly Connect

Finally, you will set up the action to send the data to WordPress. Select ‘WordPress’ as your action app and choose the ‘Create Post’ action event. Fill in the required fields such as username, password, and base URL for your WordPress site.

Map the data from the Google Docs document to the corresponding fields in WordPress. Ensure that the title, content, image URL, and other details are correctly mapped. Once everything is in place, click on ‘Save and Send Test Request’ to create the post in WordPress.

This integration allows you to automate the process of transferring content from Google Docs to WordPress seamlessly, thanks to Pabbly Connect. After refreshing your WordPress posts page, you should see the newly created post reflecting all the details from your Google Docs document.

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Conclusion

In this tutorial, we explored how to integrate Google Docs and WordPress using Pabbly Connect. By following these steps, you can automate the process of importing articles into your WordPress site, saving time and effort.