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How to Create Salesforce Contact from New Google Contacts

How to Create Salesforce Contact from New Google Contacts

Fed up with manually creating Salesforce contact from new Google Contacts? Well, then this is the place for you as here in this blog we will tell you how to create Salesforce contact from new Google Contacts automatically via Pabbly Connect.

How to Create Salesforce Contact from New Google Contacts

Pabbly Connect is an amazing integration and automation software, which allows you to integrate two or more applications to automate all the projects. You just have to do the integration once and then everything will be automatically managed by Pabbly Connect.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Before we bounce straight into the integration process, let us get a smidgen of information about both services. Primarily Google Contacts is Google’s contact management tool that is available in its free email service Gmail. On the other hand, Salesforce is a cloud-based software company that provides CRM service and also a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, etc.

Therefore, by integrating these services, you can easily add new Google Contacts to Salesforce as contacts automatically. Moreover, we’ve embedded a video below to assist you with this automation process-

Besides, if you want to save some time in making this automation from scratch, we have attached a template for the same. Just click on the below image to get started quickly and in case you are looking for more apps/integrations, simply visit the Marketplace.

How

Hence, without further delay, let’s follow the step by step procedure to integrate Google Contacts and Salesforce.

How to Create Salesforce Contact from New Google Contacts (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create Workflow

4. Setting Trigger

5. Connecting to Google Contacts

6. Add a Contact

7. Test the Response

8. Setting Action

9. Connecting to Salesforce

10. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

We will start the process to create Salesforce contact from new Google Contacts by visiting the website of Pabbly Connect and then click on the “Sign-Up Free” button. On the registration page, either signup using an existing Gmail account or manually fill out the form.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Once you have completed the signup process, click on the Connect section in the dashboard to access Pabbly Connect.

Step 3: Workflow for Google Contacts with Salesforce Integration

(a) Create New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow “Google Contacts to Salesforce”, you can obviously name the workflow as per your requirements and needs.

Step 4: Setting Triggers for Google Contacts with Salesforce Integration

After naming your workflow, you have to select the application you want to integrate. Pabbly Connect allows you to integrate unlimited premium applications, create your free account now.

(a) Select Application you want to Integrate

Select Google Contacts

Now, you have to select the application that you want to integrate. In this case, we are choosing “Google Contacts” for integration. After selecting the application select “New or Updated Contact” in the choose method section.

(b) Click the Connect Button

Connect with Google Contacts

After selecting the application, now you have to click on the “Connect with Google Contacts” button just like in the above-shown image to take further the integration process.

Step 5: Connecting Google Contacts to Pabbly Connect

Authorize Application Google Contacts

To connect Google Contacts with Pabbly Connect, you have to authorize the application, for that, you need to log in to your Google account. Now, to authorize the application again we will click on the “Connect with Google Contacts” button and grant the permission to connect Google Contacts to Pabbly Connect.

Step 6: Add a Contact

To check if the integration is capturing data or not, we will add a sample contact in the Google Contacts account.

(a) Add a Contact

Add a Contact Google Contacts

Here, we can see that we have added a sample contact in our Google Contacts account.

(b) Send Test Request

Send Test Request Google Contacts

Now to capture the contact details, hit the “Save & Send Test Request” button in the Pabbly Connect dashboard.

Step 7: Test the Submission in Pabbly Connect Dashboard

Save the API Response

As soon as you click on the “Save & Send Test Request” in Pabbly Connect the contact info will appear on the Pabbly Connect dashboard. Then, click on the “Save” button.

Step 8: Setting Action for Google Contacts with Salesforce Integration

To complete this Google Contacts-Salesforce integration, we will add an action to your trigger.

(a) Select Application you want to Integrate

Select Salesforce

Now in this step, click on the + button below and choose “Salesforce” and in the method section select “Create Contact”.

(b) Click on Connect Button

Connect with Salesforce

After choosing the application click on the “Connect with Salesforce” button to move forward.

Step 9: Connecting Salesforce to Pabbly Connect

To connect Salesforce with Pabbly Connect, you need to authorize the application. For that, you have to log in to your Salesforce account.

(a) Authorize the Application

Authorize Application Salesforce

When you click on the connect button, a window will slide in from the right side, here again, we will click on the “Connect with Salesforce” button and grant the permission to connect Salesforce to Pabbly Connect.

(b) Map the Fields

Map the Fields

Once you are connected with your Salesforce account, now you have to add all the field data like the last name, first name, etc. Map up all the fields quickly.

(c) Send a Test Request

Send Test Request Salesforce

Once you are done mapping up all fields click on the “Save & Send Test Request” button.

Step 10: Check Response in Salesforce Dashboard

Check Response

Here, you can see that integration was successful and the contact has been added in Salesforce from the newly added contact in Google Contacts automatically.

Conclusion –

Finally, at the end of the blog, today you learned about “How to Create Salesforce Contact from New Google Contacts” automatically via Pabbly Connect. As you were going through the blog, you must have realized how easy it is to bind any two applications via this magic software Pabbly Connect. The plus point- you don’t have to pay to work on it and you don’t need any coding skills.

Hence, don’t think anymore and sign up today for your free account. For further queries or suggestions, please drop your comments below.

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How to Create Salesforce Contact from New Gravity Forms Response

Create Salesforce Contact from New Gravity Forms Response

Have you ever search for a way to automatically create Salesforce contact from new Gravity Forms response? If yes, then this could be the end of your search. As here we are using Pabbly Connect for Gravity Forms to Salesforce integration.

Basically, Pabbly Connect is an integration and automation software that lets you transfer data in real-time. The sole purpose of this software is to help you save a lot of time from manually repetitive tasks.

Create Salesforce Contact from New Gravity Forms Response

But, before we about to start the procedure, let understand the services a little bit.

So, Gravity Forms is an easy-to-use visual form builder, which helps you to create and launch all kinds of forms on your WordPress website such as contact forms, newsletters, user registration forms, surveys, quizzes, checkout forms, and more in a matter of minutes.

Whereas, Salesforce is a cloud computing service as a software (SaaS) company that specializes in customer relationship management (CRM). It allows businesses to use cloud technology to better connect with potential customers and partners.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

As we all know that Gravity Forms-Salesforce integration is not possible till now, that’s why we use Pabbly Connect. Once you set up this workflow, whenever a new response is created in Gravity Forms then automatically a contact will create in Salesforce.

Similarly, you can also watch the below video to figure out more about this integration.

Moreover, we’ve attached a template for the same integration to help you get started straight away. You can click on the ‘Use Workflow’ button below to begin. Also, you can visit the Marketplace & look for more integrations/apps.

Create Salesforce Contact from New Gravity Forms Response Workflow

Now, without taking any more of your time, let’s get directly on track & follow the step by step procedure for Gravity Forms-Salesforce integration.

How to Create Salesforce Contact from New Gravity Forms Response (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create Workflow

4. Setting Trigger

5. Connecting to Gravity Forms

6. Make a Test Submission

7. Test the Response

8. Setting Action

9. Connecting to Salesforce

10. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process to create Salesforce contact from new Gravity Forms response by pressing the ‘Sign Up Free’ button on the Pabbly Connect home page. Then, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, push the ‘Access Now’ button of the ‘Connect’ section in the dashboard.

Step 3: Workflow for Gravity Forms to Salesforce Integration

(a) Start with a New Workflow

Create New Workflow

Commence the process by creating a workflow for your project by pushing the ‘Create Workflow’ button for Gravity Forms to Salesforce integration.

(b) Name the Workflow

Gravity Forms to Salesforce Integration

Quickly, name the workflow just like in the above-shown image. I named the workflow ‘Gravity Forms to Salesforce’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Gravity Forms to Salesforce Integration

Now, select the application you want to integrate. Pabbly Connect allows you to integrate countless premium applications, tap here to create your free account now.

(a) Select Application you Want to Integrate

Select Gravity Forms for Gravity Forms to Salesforce Integration

The subsequent step is to select ‘Gravity Forms’ from the dropdown, then choose the ‘New Response’ option from trigger event.

(b) Copy the Webhook URL

Copy Webhook URL

After selecting the application, you will have to copy the webhook URL just like in the above-shown image, for further integration process.

Step 5: Connecting Gravity Forms to Pabbly Connect

Now, to create Salesforce contact from new Gravity Forms response, you have to paste the webhook URL in Gravity Forms and for that, you need to login to your Gravity Forms account from WordPress dashboard.

(a) Go to Form Settings

Go to Form Settings for Gravity Forms to Salesforce Integration

Once you are logging to your WordPress account, go to ‘Forms’ section and select a form. Then, click on its ‘Form Settings’ option.

(b) Click on Webhook 

Click on Webhooks

Next, in the ‘Form Settings’ page, click on the ‘Webhook’ option by scrolling down.

(c) Add New Webhook

Add New Webhook

Further, click on the ‘Add New’ button to add a new webhook.

(d) Paste the Webhook URL

Paste the Webhook URL for Gravity Forms to Salesforce Integration

Promptly, paste the above copied Webhook URL in the request URL section and after that click on the ‘Update Settings’ button.

Step 6: Create a Test Submission

Subsequently, to check the trigger settings we have to make a test submission in Gravity Forms.

(a) Capture Webhook Response

Capture Webhook Response for Gravity Forms to Salesforce Integration

Now, go to the Pabbly Connect window and click on the ‘Capture Webhook Response’ button.

(b) Fill the Form Details

Fill the Form Details

After that, open your form in a new window and start filling out the details of the forms like name, email, address, etc. At last, hit the ‘Submit’ button.

Step 7: Test the Response in Pabbly Connect Dashboard

Test the Response for Gravity Forms to Salesforce Integration

Once you click the submit button, go back to the Pabbly Connect window and you will see that response is already captured. Finally, hit the ‘Save’ button.

Step 8: Setting Actions for Gravity Forms to Salesforce Integration

Subsequently, in order to make this Gravity Forms-Salesforce integration work, you have to choose an action for your trigger.

(a) Select Application you Want to Integrate

Select Salesforce for Gravity Forms to Salesforce Integration

Now, press the + icon to add an action to your trigger. We will choose ‘Salesforce’ from the drop-down field here. Then, select the choose method as ‘Create Contact’.

(b) Click the Connect Button

Connect with Salesforce

After selecting the application, click on ‘Connect’ button.

Step 9: Connecting Salesforce to Pabbly Connect

Now in order to connect Salesforce with Pabbly Connect, you need to authorize your account.

(a) Authorize Salesforce Account

Authorize Salesforce for Gravity Forms to Salesforce Integration

Subsequently, again click on ‘Connect with Salesforce’ button, and authorize your Salesforce account. Finally, click on the ‘Save’ button.

(b) Map Field Data

Map the Fields

After connecting with your Salesforce account, map all the fields like last name, first name, and so on.

(c) Save and Send Test Request

Save and Send Test Request for Gravity Forms to Salesforce Integration

Once you are mapping all the details, click on the ‘Save and Send Test Request’ button to get the response.

Step 10: Check Response in Salesforce Dashboard

Check Response for Gravity Forms to Salesforce Integration

Finally, go to your Salesforce account and you will see that a new contact has been auto-populated from Gravity Forms response.

Conclusion –

In a nutshell, this was all about ‘How to Create Salesforce Contact from New Gravity Forms Response’. Consequently, after completing this step by step procedure, you will end up by automatically creating a contact in Salesforce for every Gravity Forms submission via Pabbly Connect.

Meanwhile, you can grab Pabbly Connect for FREE with all its premium features.

Also, comment below your queries and suggestions.

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How to Add Tag to ConvertKit Contact from BigCommerce Customer

How to Add Tag to ConvertKit Contact from BigCommerce Customer

Are you searching for a way through which you can add tag to ConvertKit contact from BigCommerce customer automatically? If yes! Then, look no further, as here you will get a step-by-step guide to do so.

How to Add Tag to ConvertKit Contact from BigCommerce Customer

Want to know how? Well, don’t be surprised, as we have found a magical tool for all your projects i.e, Pabbly Connect. This software allows you to integrate two or more two applications to automate the entire mechanism without any coding skills.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Before getting started, let’s know a little bit about both software.  Primarily, BigCommerce is an eCommerce platform that lets users 100’s of features, secure hosting, advanced SEO, and fantastic multi-channel integration. On the other hand, ConvertKit is an email service provider that offers customizable sign-up forms and landing pages to help bring in more email subscribers.

Using Pabbly Connect, whenever a new customer is added in BigCommerce, the data will be saved in ConvertKit automatically. We have also embedded a video tutorial for this integration, have a look at it-

Pabbly Connect enables you to integrate unlimited premium applications without any coding skills. Just integrate it once & relax, it will handle all the workload later. Also, you can access all the features even in its free plan.

Besides, we have a template for this integration that can assist you to begin your integration journey in no time. Just go to Marketplace and look for the apps you use to start integration. Simply tap on the image below to get started.

How to Add Tag to ConvertKit Contact from BigCommerce Customer

So, without further ado, let’s follow the step by step procedure to integrate BigCommerce and ConvertKit.

How to Add Tag to ConvertKit Contact from BigCommerce Customer (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create Workflow

4. Setting Trigger

5. Connecting to BigCommerce

6. Enroll a Customer

7. Test the Response

8. Setting Actions

9. Connecting to ConvertKit

10. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process to add tag to ConvertKit contact from BigCommerce customer by pressing on the “Sign Up Free” icon on the Pabbly Connect home page. You can either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After logging into the account, press the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for BigCommerce to ConvertKit Integration

(a) Start with a New Workflow

Create New Workflow

Begin with creating a workflow for your project by pressing the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, name the workflow just like in the above-shown image. As here I named the workflow as “BigCommerce to ConvertKit”, you can obviouslychange it as per your requirements.

Step 4: Setting Trigger for BigCommerce to ConvertKit Integration

After naming the workflow, select the application you want to integrate. Pabbly Connect enables you to integrate unlimited premium applications, create your free account now.

(a) Select Application you Want to Integrate

Select Application you Want to Integrate

Next, select the application that you want to integrate. In this case, we are choosing “BigCommerce” for integration. In the method section, select “New Customer”.

(b) Click Connect Button

Click Connect Button

Now, click on the “Connect with BigCommerce” button to proceed further.

Step 5: Connecting BigCommerce to Pabbly Connect

Subsequently, to connect BigCommerce with Pabbly Connect, you have to authorize the application. Hence for that, you have to log in to your BigCommerce account.

(a) Go to Advanced Settings

Go to Advanced Settings

Go to the Bigcommece dashboard and click on “Advanced Settings”.

(b) Click on API Accounts

Click on API Accounts

Then, click on the “API Accounts” to proceed further.

(c) Create API Account

Create API Account

Later on, press the button named “Create API Account” and then choose the option “Create V2/V3 API Token”.

(d) Copy the API Path Key

Copy the API Path Key

Moreover, copy the API Path highlighted in the image and then press the “Save” button.

(e) Copy the Client ID and Access Token

Copy the Client ID and Access Token

Eventually, a window will pop-up with API keys. Simply copy the “Client ID and Access Token” then press the “Done” button.

(f) Paste the API Keys

Paste the API Keys

Now, paste the respective API keys & tokens in the mentioned columns. Then hit the “Save” button.

Step 6: Enroll a Dummy Customer

Promptly, to check this integration, we will capture the data from BigCommerce, and for that, we will create a dummy customer in BigCommerce.

(a) Capture Webhook Response

Capture Webhook Response

After adding the webhook URL to your BigCommerce account, now we will click on the “Capture Webhook Response” button to capture the data from BigCommerce.

(b) Make a Dummy Customer

Make a Dummy Customer

Now, create a new customer, by simply logging in to your Bigcommerce account.

Step 7: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

After creating the customer in BigCommerce, the customer’s info will appear on the Pabbly Connect dashboard. Next, tap on the “Save” button.

Step 8: Setting Actions for BigCommerce to ConvertKit Integration

Consequently, in order to make this BigCommerce-ConvertKit integration work, you have to choose two actions for your trigger. First, BigCommerce to get the proper customer’s info from the customer ID that we got in the trigger part. Second, to add tag to ConvertKit contact.

(a) Select Application you Want to Integrate

Select Application you Want to Integrate

Next, press the + button below & choose the application that you want to integrate. Here we will choose “BigCommerce” and in the method section select “Get Customer By Id”. After choosing the application click on the “Connect with BigCommerce” button.

(b) Authorize Application

Authorize Application

Then, choose the previously used credentials to move forward.

(c) Save & Send Test Request

Save & Send Test Request

After connecting with your BigCommerce account, now it’s time to map the “Customer ID” and then hit the “Save & Send Test Request” button.

(e) Save the API Response

Save the API Response

As we can see that all the information about the customer is captured within Pabbly Connect. Now, click on the “Save” button to proceed further.

(f) Select Application you want to Integrate

Select Application you want to Integrate

Now, hit the (+) button and select the app to integrate as ‘ConvertKit’ and method as ‘Tag a Subscriber’. Sequentially, press the ‘Connect with ConvertKit’ button.

Step 9: Connecting ConvertKit to Pabbly Connect

Now, to connect ConvertKi with Pabbly Connect, you need to log in to your ConvertKit account for the API keys.

(a) Go to ConvertKit Account Settings

Copy the ConvertKit API Key

After logging in to your ConvertKit account, tap on the profile icon. Then, click on the ‘Account Settings’ option & copy the API Key’. Following that, click on the ‘Show’ button present below the ‘API Secret’ field.

(b) Paste the ConvertKit API Key

Paste Both Keys and Click Save

Now, simply paste the copied API keys in the respective column and press the “Save” button.

(c) Map the Fields

Map the Fields

Now, select the tag and map the email & first name fields. Subsequently, click on the ‘Save & Send Test Request’.

Step 10: Check Response in ConvertKit

Check Response in ConvertKit

Finally, when you check your ConvertKit, you can see that the info is updated automatically for the newly added customer in BigCommerce.

Conclusion –

Well Done! Now that you have learned “How to Add Tag to ConvertKit Contact from BigCommerce Customer”, you can integrate any applications via Pabbly Connect to automate your entire workflow without any coding skills. Pabbly Connect is a wonderful tool that you can use to automate your projects and save a lot of time and effort.

So what are you waiting for? Go signup for a free account now for the best automation & integration experience.

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How to Post Your Shopify Products on Instagram

How to Post Your Shopify Products on Instagram

Looking for the easiest way to post your Shopify products on Instagram automatically? If yes, then this blog is for you.

How to Post Your Shopify Products on Instagram

As, in this blog, you will get a step by step guide to integrate Shopify to Instagram. But before we begin, let’s know a wee bit about the software that we are about to integrate. Basically, Shopify is a subscription to a software service that offers you to create a website and use their shopping cart solution to sell, ship, and manage your products. Whereas, Instagram is a social media platform that emphasizes photo and video sharing via its mobile app.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Therefore, integrating these two services can help you post photos on Instagram automatically for the new Shopify products. We have also attached a video tutorial for this integration, have a look at it-

Now, the question is how you can integrate Shopify with Instagram? Well, the answer is quite simple and that is known as Pabbly Connect. It is one of the best integration and automation tools that can help you integrate unlimited premium applications, set unlimited triggers & actions, create infinite workflows, and so much more. Besides, to do so, you don’t even need to have any coding skills. Just integrate it once and relax, it will handle all the workload afterwards.

Moreover, you can access all the features even in its free plan. To get started with this amazing service, you just have to go to the Marketplace and search for the apps you want to use. Also, we have created a template for this integration to help you. Click the image below to begin.

How

Hence, without wasting any more time, let’s begin with the steps to integrate Shopify to Instagram.

How to Post Your Shopify Products on Instagram (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create Workflow

4. Setting Trigger

5. Connecting to Shopify

6. Add a Product

7. Test the Response

8. Setting Actions

9. Connecting to Instagram

10. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

We will start the process to post your Shopify products on Instagram by clicking on the ‘Sign Up Free’ icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the ‘Access Now’ button of the Connect section in the dashboard.

Step 3: Workflow for Shopify to Instagram Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow ‘Shopify to Instagram’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Shopify to Instagram Integration

As soon as you are done naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to connect unlimited premium apps, create your free account now.

(a) Select Application you Want to Integrate

Select Shopify

Now, you have to select the application that you want to integrate. In this case, we are choosing ‘Shopify’ for integration. In the method section, select ‘New Product’.

(b) Copy the Webhook URL

Copy the Webhook URL

The next step is to copy the webhook URL which is appearing on the dashboard just like in the above-shown image.

Step 5: Connecting Shopify to Pabbly Connect

To connect Shopify to Pabbly Connect, you have to paste the copied Webhook URL in the software. For that, you have to log in to your Shopify account.

(a) Go to Shopify Settings

Shopify Settings

After login into the Shopify account, go to the ‘Settings’ section on the bottom of the dashboard.

(b) Click on Notifications

Shopify Notifications

Next, when you click on ‘Settings’, it will open up a tab with a different option. Just click on the ‘Notifications’ option to paste the Webhook URL.

(c) Move to Webhook Option

Create Webhook

Below in the ‘Notification’ tab, you will see the Webhook option, just click on the ‘Create Webhook’ button.

(d) Paste the Webhook URL

Paste the Webhook URL

As soon as you click on the ‘Create Webhook’ option, it will open up the window with a certain option. In ‘Event’, choose ‘Product Creation’ from the dropdown. Simply paste the copied URL in the ‘URL’ column. Lastly, click on ‘Save Webhook’ to save the setting.

Step 6: Add a Sample Product

To check this integration, we will add a dummy product in Shopify to capture the data.

(a) Capture the Webhook Response

Capture Webhook Response

Now, to capture the data from Shopify, click on the ‘Capture Webhook Response’ button in Pabbly Connect.

(b) Click on Products

Click on Products

To add a product, first, you have to click on the ‘Products’ option in your Shopify dashboard.

(c) Click on Add Product

Click on Add Product

Once you reach the products page, now click on the ‘Add Product’ button to add a new product.

(d) Add Details

Add Product Details Shopify

In this step, now you have to add all the required details of the product like name, features, images, etc.

(e) Add Product

Add Product Shopify

After filling in all the details, change the product status to ‘Active’ and hit the ‘Save’ button.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you click on the ‘Save’ in Shopify, the product info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ button.

Step 8: Setting Actions for Shopify to Instagram Integration

To make this Shopify-Instagram integration work, you have to choose two actions for your trigger. The first action is of Instagram to acquire the image ID from the trigger, and the second action is also of Instagram to post the product image online.

(a) Select Application you Want to Integrate

Select Instagram 1

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose ‘Instagram for Business’ to integrate and in the method section select ‘Create Photo (Legacy)’.

(b) Click the Connect Button

Connect with Instagram 1

After choosing the application click on the ‘Connect with Instagram for Business’ button to move forward.

(c) Authorize Application

Authorize Application Instagram

To connect Instagram and Pabbly Connect, we need to authorize the application, therefore, we will again click on the ‘Connect with Instagram for Business’ button. After pressing the button, grant the permission to connect Instagram and Pabbly Connect.

(d) Map the Fields

Map the Fields 1

After connecting with your Instagram account, map up all the fields quickly like photo URL, caption, etc.

(e) Send Test Request

Send Test Request 1

Once you are done adding up all field data click on the ‘Save & Send Test Request’ button.

(f) Select Application you Want to Integrate

Select Instagram

After acquiring the image ID, now we have to select the second action. In this step, click on the + button below and choose the application that you want to integrate. Here we will choose ‘Instagram for Business’ to integrate and in the method section select ‘Publish Photo/Video (Legacy)’.

(g) Click the Connect Button

Connect with Instagram

After choosing the application click on the ‘Connect with Instagram for Business’ button to move forward.

Step 9: Connecting Instagram to Pabbly Connect

To connect Instagram with Pabbly Connect, you have to authorize the application. For that, you need to login to your Instagram account.

(a) Authorize Application

Authorize Application Instagram

Once you click on the connect button, a window will slide in from the right side, here again, we will click on the ‘Connect with Instagram for Business’ button and grant permission to integrate Instagram with Pabbly Connect.

(b) Map the Fields

Map the Fields 2

After connecting with your Instagram account, map all the fields quickly like image ID, account username, etc.

(c) Save and Send Test Request

Send Test Request 2

Once you are done adding up all field data click on the ‘Save & Send Test Request’ button.

Step 10: Check Response in Instagram Dashboard

Check Response

Finally, you can see that the product image is posted automatically in Instagram for the newly added product in Shopify.

Conclusion –

In the end, this was our take on ‘How to Post Your Shopify Products on Instagram’ automatically. Now you have understood how Pabbly Connect works and how it can help you in saving a lot of time and effort by allowing you to integrate any applications easily.

You just have to follow these simple steps and once the integration is done, then Pabbly Connect will do the rest for you. Thus, go ahead and signup for free to enjoy this amazing automation and integration service.

For further queries, please drop your comments below. We will get back to you as soon as possible.

You May Also Like to Read –

Posted on

How to Connect Google Calendar Events to Facebook Page

Connect Google Calendar Events to Facebook Page

In this blog, we are going to demonstrate you a quick way to connect Google Calendar events to Facebook page automatically using Pabbly Connect.

Basically, Pabbly Connect is an awesome and the most affordable integration and automation tool in the market which will help you to set up the integration and automate multiple apps just like a piece of cake.

Connect Google Calendar Events to Facebook Page

But before moving forward, let’s know a wee bit about the services & why there is a need to integrate Google Calendar and Facebook. As you are aware, that Facebook is a social media platform that allow users all over the world to connect and interact. On the other hand, Google Calendar is a time-management and scheduling calendar service developed by Google.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Since, there is no way possible to integrate both these software yet. But, with the help of Pabbly Connect, you can easily integrate Google Calendar and Facebook, such that whenever an event is created in Google Calendar then automatically add a post into Facebook page.

We’ve also attached a video below to help you know about this integration process-

Moreover, if you want to start the integration immediately, simply click on the ‘Use Workflow’ button below. Also, you can visit Marketplace for more integration and workflows.

Connect Google Calendar Events to Facebook Page Workflow

So, without wasting any more time, let’s begin with the process to integrate Google Calendar and Facebook.

How to Connect Google Calendar Events to Facebook Page (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create Workflow

4. Setting Trigger

5. Connecting to Google Calendar

6. Create a New Event

7. Test the Response

8. Setting Action

9. Connecting to Facebook

10. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

We will start the process to connect Google Calendar events to Facebook page by clicking on the ‘Sign Up Free’ icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the ‘Access Now’ button of the Connect section in the dashboard.

Step 3: Workflow for Google Calendar to Facebook Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Google Calendar to Facebook Integration

Now, you need to name the workflow just like in the above-shown image. I named it ‘Google Calendar to Facebook’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Google Calendar to Facebook Integration

As soon as you are done naming your workflow, you will have to select the application to integrate Google Calendar and Facebook. Pabbly Connect allows you to connect unlimited premium apps, create your free account now.

(a) Select Application you Want to Integrate

Select Google Calendar

Promptly, select ‘Google Calendar’ from the choose app drop-down and in the trigger event choose ‘New event’.

(b) Click the Connect Button

Connect with Google Calendar

After choosing the application click on the ‘Connect with Google Calendar’ button to move forward.

Step 5: Connecting Google Calendar to Pabbly Connect

Authorize Google Account

Now, authorize Google Calendar by allowing your Google account access and finally click on the ‘Save’ button.

Step 6: Create a New Event

Further, to test the trigger settings we need to create a new event in Google Calendar.

(a) Go to Google Calendar

Go to Google Calendar

Go to the Google Calendar. Select a calendar and date in which you want to create an event.

(b) Create an Event

Create an Event
Now, a pop-up will window, here you have to enter the event details like name, time, description, etc. At last, hit the ‘Save’ button.

(c) Choose Calendar

Choose Calendar

After you click on the ‘Save’ button, head back to Pabbly Connect window and select the same calendar in which you have created an event.

(d) Save and Send Test Request

Save and Send Test Request

Next, press the ‘Save and Send Test Request’ button to get the response.

Step 7: Test the Response in Pabbly Connect Dashboard

Test the Response

As you click on the ‘Save and Send Test Request’, soon you will get the response and the data of newly created event appears.

Step 8: Setting Action for Google Calendar to Facebook Integration

To make this Google Calendar and Facebook integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Facebook

Further, click on the ‘+’ icon to add an action for your trigger. Here we are going to select ‘Facebook Pages’ from the dropdown. Then, choose ‘Create Page Post’ option.

(b) Click the Connect Button

Click Connect Facebook

After choosing the application, click on the ‘Connect with Facebook Pages’ button to move forward.

Step 9: Connecting Facebook to Pabbly Connect

To connect Facebook with Pabbly Connect, you have to authorize the application. For that, you need to log in to your Facebook account.

(a) Authorize Facebook

Authorize Application Facebook

Next, a window will pop up, here click on the ‘Connect With Facebook Pages’ button and authorize your Facebook account. At last click on the ‘Save’ button.

(b) Map the fields

Map the Fields

Promptly, Pabbly Connect automatically fetches all your pages, simply map the data in their respective fields such as message, etc.

(c) Save and Send Test Request

Save and Send Test Request

Once you are done mapping all the data, click on ‘Save and Send Test Request’ button.

Step 10: Check Response in Facebook Dashboard

Check Response

Finally, you can see that a new post is automatically created on Facebook page from Google Calendar events.

Conclusion –

In the end, this was our take on ‘How to Connect Google Calendar Events to Facebook Page‘. Now that, you have understood how Pabbly Connect works and how it can help you in saving a lot of time and effort, you can integrate any applications easily. You just have to follow these simple steps and once the integration is done, Pabbly Connect will do the rest for you. Thus, go ahead and signup for free to enjoy this amazing automation and integration service.

For further queries, please drop your comments below. We will get back to you as soon as possible.

You May Also Like to Read –

Posted on

How to Send Discord Channel Message for New Google Calendar Event

How to Send Discord Channel Message for New Google Calendar Event

Are you searching for a way to send Discord channel message for the new Google Calendar event automatically? In this case, we have a perfect tool namely Pabbly Connect to automate this task in real-time.

How to Send Discord Channel Message for New Google Calendar Event

Basically, Pabbly Connect is an automation and integration software that lets you transfer data between two software applications without the need for any coding language or technical expertise.

With the assistance of Pabbly Connect, you can effortlessly integrate Google Calendar and Discord, in such a manner that whenever a new event is created in Google Calendar then it will automatically send a channel message via Discord.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect

But before getting into the whole procedure let’s first understand a bit about the services that are involved in the workflow. Google Calendar is a time-management and scheduling calendar service developed by Google. On the other hand, Discord is a voice-over IP and messaging program, particularly used by gamers. It is one of the easiest ways to communicate with your friends via voice, text, and video.

Since there is no way possible to integrate both these software so far. But, with the help of Pabbly Connect, you have the advantage to automate or integrate not only these but plenty of applications. And the best part of using Pabbly Connect is that you can even try out this integration for free as well by creating your free account.

We’ve also attached a video below to help you know about this integration process in a simple manner.

Besides, we have also added the template for this integration to help you get started more quickly. You can strike the ‘Use Workflow’ button given below to begin. Additionally, you can also visit the Marketplace & look for more integrations and apps.

How to Send Discord Channel Message for New Google Calendar Event

So, buckle up as we’re going to discover the Google Calendar and Discord integration.

How to Send Discord Channel Message for New Google Calendar Event (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create Workflow

4. Setting Trigger

5. Create a New Event

6. Setting Action

7. Creating New Webhook

8. Connecting to Discord

9. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

Start the procedure to send Discord channel message from the new Google Calendar event by visiting the Pabbly Connect website. Then, hit the ‘Sign-Up Free‘ button available on the home page. Next, either use your existing Google account or manually fill in the registration form to signup.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After that, hit the ‘Access Now’ button of the software ‘Connect’ amongst the Pabbly applications.

Step 3: Workflow for Google Calendar with Discord Integration

(a) Start with a New Workflow

Create New Workflow

Begin with building a workflow to send Discord message from the new Google Calendar event by pressing the ‘Create Workflow’ button on the Pabbly Connect dashboard.

(b) Name the Workflow

Name the Workflow

Now, name the workflow as per your need (for instance: Google Calendar to Discord) and push the ‘Create’ button.

Step 4: Setting Trigger for Google Calendar to Discord Integration

Now, in order to automatically send Discord message for every Google Calendar event, you’ll need to set-up a trigger by selecting an application.

(a) Select Application you want to integrate

Select Google Calendar for Google Calendar to ClickUp Integration

When you click on the create button, a page containing the trigger window will open next. Select “Google Calendar” from the “Choose App” field option and in the “Trigger Event” section choose “New Event”.

(b) Click the Connect Button

Connect with Google Calendar

Once you choose the application hit the ‘Connect with Google Calendar’ button to move forward.

(c) Authorize Application

Authorize Google Account for Google Calendar to ClickUp Integration

Later on, authorize your Google account by pressing ‘Connect with Google Calendar’ again and then click on the ‘Save’ button.

(d) Choose Calendar

Choose Calendar for Google Calendar to ClickUp

Once you have authorized your Google account, select the calendar in which you want to create an event.

Step 5: Create a New Event

Next, in order to test the trigger settings, you have to visit the Google Calendar window and start creating a new event.

(a) Go to Google Calendar

Go to Google Calendar

Go to the Google Calendar and select the same calendar from the ‘My Calendar’ section which you have selected above.

(b) Create an Event

Create an Event

Select any of the desired date, and then a pop-up window will open. Then, add event details like title, add time, guest, etc and in the end, hit the ‘Save’ button.

(d) Save and Send Test Request

Save and Send Test Request

Next, head back to the Pabbly Connect dashboard and press the ‘Save and Send Test Request’ button to capture the response. At last, click on the ‘Save’ button to save the response.

Step 6: Setting Action for Webhook ID

Now, it’s time to add an action for your trigger to get the Discord webhook ID and Token for the further process.

(a) Select Application you want to Integrate

Select Discord for Google Sheets to Discord Integration

Now, press the + button below and choose ‘Discord’ and in the method section select ‘Get Channel Webhook’.

(b) Click on Connect Button

Connect with Discord

After choosing the application, just hit the ‘Connect with Discord’ button.

(c) Authorize Application

Authorize Discord for Google Sheets to Discord Integration

Eventually, a window will slide from the right. Here, you have to authorize your Discord account. And press the ‘Save’ button.

Step 7: Creating a New Webhook

Subsequently, to create a new webhook, you have to go to your Discord dashboard.

(a) Click on the Edit button

Click on the Edit button

Go to the Discord dashboard, click on the ‘Edit’ icon of any channel to create a webhook inside it.

(b) Go to Integrations

Go to Integrations

Next, click on the ‘Integrations’ option to proceed further.

(c) Create Webhook

Create Webhook Discord for Google Sheets to Discord Integration

Now, simply click on the ‘Create Webhook’ button.

(e) Enter Webhook Details

Enter Webhook Details

After pressing the create webhook button, now you have to enter the details for the new webhook name.

(f) Map the Field

Map the Field

Later on, go to the Pabbly Connect dashboard and map the fields such as channel and webhook. And click on the ‘Save and Send Test Request’ button.

(g) Save and Send Test Request

Save and Send Test Request

Once you click on the ‘Save and Send Test Request’ button, you will get the API response. Finally, hit the ‘Save’ button.

Step 8: Setting Action for Google Calendar to Discord Integration

Afterward, it’s time to set up the last action for our workflow to complete the integration process.

(a) Select Application you want to Integrate

Select Discord for Google Sheets to Discord Integration

Now, click on the + button below and choose ‘Discord’ in the choose app, and in the method section select ‘Send Channel Message’.

(b) Click on Connect Button

Connect with Discord

After choosing the application press the ‘Connect with Discord’ button to move forward.

(c) Authorize Application

Authorize Discord for Google Sheets to Discord Integration

As you already connected with your Discord account earlier, just select an existing credential from the drop-down and then click on the ‘Save’ button.

(d) Map the Fields

Map the Fields

Now, map all the field data such as Webhook ID and Token, message, and so on.

(e) Save and Send Test Request

Save and Send Test Request

After mapping all the fields, press the ‘Save and Send Test Request’ button to get the response and send the channel message via Discord. Lastly, hit the ‘Save’ button.

Step 9: Check Response in Discord Dashboard

Check Response in Discord Dashboard

Here, you can see that our integration was successful and an entry from the Google Calendar has been sent as a channel message through Discord.

Conclusion –

We hope, now we have answered all your questions about the automation process. Here, through this blog, we have learned ‘How to Send Discord Channel Message for New Google Calendar Event’ automatically. All you have to do is follow all the above-mentioned steps & you can easily connect Google Calendar to Discord.

So, don’t wait anymore. Go and get your access by signing up for a free account. In case of any doubts or suggestions, please drop your comments below. We will try to get back to you as soon as possible.

You May Also Like to Read –

Posted on

How to Create Salesforce Lead from New Gravity Forms Response

How to Create Salesforce Lead from New Gravity Forms Response

Finding the easiest way to create Salesforce lead from new Gravity forms response is now possible with the help of software named Pabbly Connect.

How to Create Salesforce Lead from New Gravity Forms Response

Basically, Pabbly Connect is an integration and automation software that lets you connect multiple premium apps for easy data transmission. Moreover, you don’t even need to have any coding skills. Just integrate it once & relax, it will do all the heavy lifting for you.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect    

But before jumping on the integration process, let’s cast light on the services and the need for integration. Gravity Forms is a WordPress plugin used originally for contact forms, but in a more general sense, it allows site owners to create forms to collect information. Salesforce is the world’s #1 customer relationship management (CRM) platform. It helps to boost your marketing, sales, commerce, service, and much more. Here we have enclosed the video regarding the same. Have a look at it.

By connecting Gravity Forms and Salesforce via Pabbly Connect, you can automatically create a lead in Salesforce whenever a new response is submitted in Gravity Forms. The tool will help you skips a lot of manual work.

Besides, we have a template for this integration that can help you to start your integration journey in no time. Also, if you need support with any other integration, just go to Marketplace and look for the apps you use to start integration immediately. For now, tap on the image below to get started.

Clone Template - Gravity Forms and Salesforce

Here, in this article, we will understand how to integrate Salesforce and Gravity Forms.

How to Create Salesforce Lead from New Gravity Forms Response (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create WorkFlow

4. Setting Trigger

5. Connecting to Gravity Forms

6. Make a Dummy Entry

7. Test Response

8. Setting Action

9.Connecting to Salesforce

10.Check Response

So, let’s start the process.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process to create Salesforce lead from new Gravity Forms response by clicking on the “Sign Up Free” icon on the Pabbly Connect dashboard. Afterward, either fill-up the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Further, after logging into the account, click on the “Access Now” button as shown in the above image.

Step 3: Workflow for Gravity Forms to Salesforce Integration

(a) Start with a New Workflow

Create New Workflow

Begin the process of creating a workflow for integration by clicking on the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Moreover, add the name of workflow which in our case is “Gravity Forms to Salesforce Lead”. Although, you can always name the workflow according to your necessities.

Step 4: Setting Trigger for Gravity Forms to Salesforce Integration

Following, after creating a workflow, you have to choose the integration app to create a Salesforce lead from the Gravity Forms response. Pabbly Connect permits you to build countless workflows within minutes, click here to sign up for unlimited integrations for free.

(a) Select Application you Want to Integrate

Select Gravity Forms

The following step is to select “Gravity Forms” from the dropdown, then choose the “New Response” option to create a lead in Salesforce from the form response.

(b) Copy the Webhook URL

Copy the Webhook URL

The next step is to copy the webhook URL which is appearing on the dashboard.

Step 5: Connecting Gravity Forms to Pabbly Connect

Now in order to create Salesforce lead from the Gravity Forms response, you need to paste the webhook URL in Gravity Forms. Proceed with the integration process by login into your Gravity Forms account. We are accessing Gravity Forms from the WordPress dashboard.

(a) Go to Gravity Forms Settings

Go to Gravity Forms Settings

Login to your WordPress account and then click on the “Forms” section. Simply select one of the forms, then click on its “Form Settings” as shown in the image.

(b) Click on Webhooks Option

Click on Webhooks Option

Next, click on the webhook option to paste the copied URL.

(c) Head to Add New Option

Head to Add New Option

Further, you have to click on the “Add New” button to paste the copied URL.

(d) Paste the Webhook URL

Paste the Webhook URL

After you click the button the webhook page will appear on your screen where you have to paste the URL. Just paste the webhook URL copied earlier and click on the “Update Settings” button.

Step 6: Make a Dummy Entry

Now in order to check the Gravity Forms and Salesforce integration, we are going to make a dummy entry in Gravity Forms.

(a) Capture Webhook Response

Capture Webhook Response

To test a trigger, hit the ‘Capture Webhook Response’ button on the Pabbly Connect trigger window.

(b) Add All the Details

Add All the Details

Simply fill out the form and hit the “Submit” button.

Step 7: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

Now as you can see the response has been captured in the Pabbly Connect dashboard.

Step 8: Setting Actions for Gravity Forms to Salesforce Integration

Subsequently, in order to make this Gravity Forms-Salesforce integration work, you have to choose an action for your trigger.

(a) Select Application you Want to Integrate

Select Salesforce

Now, press the + icon to add an action to your trigger. We will choose “Salesforce” from the drop-down field here. Then, select the choose the method as “Create Lead”.

(b) Click the Connect Button

Click on Connect Button

Immediately, after selecting the application, press the “Connect” button.

Step 9: Connecting Salesforce to Pabbly Connect

Now in order to connect Salesforce with Pabbly Connect, you need to authorize your account.

(a) Authorize Salesforce Account

Authorize Salesforce Account

Later, it will ask for account authorization for which you have to press the “Connect” button.

(b) Map Field Data

Map Field Data

Later on, it will automatically fetch the data of the organization and type after successful login. Then, all you have to do is map the required field from the drop-down like for the email field, select the email option, and for the name field select the name option.

(c) Save and Send Test Request

Save and Send Test Request

After making all the changes, save the setting and then “Send Test Request”.

Step 10: Check Response in Salesforce Dashboard

Check Response in Salesforce Dashboard

Finally, as you can see the response has been auto-populated as a lead in Salesforce.

Conclusion –

That’s it! Here we mentioned in detail “How to Create Salesforce Lead from New Gravity Forms Response”. Pabbly Connect makes data transmission a walk in a park. Other than this integration, you can integrate thousands of other applications on Pabbly Connect.  You don’t have to worry about anything.

Therefore, signup for free, integrate, and relax. For any doubts, please leave your comments below.

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Posted on

How to Send Discord Channel Message from New Trello Card

How to Send Discord Channel Message from New Trello Card

Are you looking for a way to send Discord channel message from new Trello card automatically? If yes, here in this article we will provide a step by step guide to integrate Trello with Discord using Pabbly Connect.

Basically, Pabbly Connect is an integration and automation software that lets you migrate data from one app to another automatically in real-time.

How to Send Discord Channel Message from New Trello Card

Though, instead of jumping straight into the integration process, let’s discuss a little bit about both the services. Basically, Trello is a collaboration tool that organizes your projects into boards. In one glance, Trello tells you what’s being worked on, who’s working on what, etc. Whereas, Discord is a VoIP, instant messaging and digital distribution platform used to communicate with voice calls, video calls, text messaging, media and files in private chats or as part of communities called “servers.”

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect proffers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Hence, after integrating these applications, you can easily send Discord channel messages automatically for the newly added Trello cards in real-time. You can also refer to the below video to easily understand the usage of Pabbly Connect-

However, there is no direct integration possible for these two services yet. Hence, we are going to use Pabbly Connect to make this integration possible.

With the help of this software, you can easily share data within multiple premium services. Further, it won’t need any coding skills to use it. You can set unlimited triggers, actions, formatters, etc for free in Pabbly Connect. Besides, this would be just a one-time setup.

Moreover, we’ve attached a template for this integration to help you get started more quickly. You can click on the image below to begin the automation. Plus, you can go to Marketplace & look for more apps/integrations.

How

Therefore, without taking any more of your time, let’s move according to plan & follow the step by step procedure to integrate Trello and Discord.

How to Send Discord Channel Message from New Trello Card (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create WorkFlow

4. Setting Trigger

5. Connecting to Trello

6. Create a Card

7. Test the Response

8. Setting Actions

9. Connecting to Discord

10. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s begin the process to send Discord channel message from new Trello card by clicking on the “Sign Up Free” icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for Trello with Discord Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow “Trello to Discord”, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Trello with Discord Integration

As soon as you are done with naming your workflow, you will have to select the application you want to integrate. With the help of Pabbly Connect, you can integrate unlimited premium applications, create your free account now.

(a) Select Application you Want to Integrate

Select Trello

Now, you have to select the application that you want to integrate. In this case, we are choosing “Trello” for integration. In the method section, select “New Card”.

(b) Click on Connect Button

Click Connect Trello

After selecting the application, now you have to click on the “Connect with Trello” button just like in the above-shown image to take further the integration process.

Step 5: Connecting Trello to Pabbly Connect

To connect Trello with Pabbly Connect, you have to add the API key, token, and username in the software. For that, you have to log in to your Trello account.

(a) Click on Profile

Click-on-Profile_censored

After logging into your Trello account, click on the profile button and then click on the “Profile and Visibility”.

(b) Copy the Username

Copy the Username

When you click on profile a page will appear with your Trello username, simply copy it.

(c) Click on the API Link

Click on the Link to Get API

Now, we need to get the API key and token, for that we will click on the given link in Pabbly Connect.

(d) Copy the API Key

Copy the API Key

On clicking the link, the API key will appear on your screen, copy the API key, and click on the given token link to copy the token.

(e) Copy the Token

Copy the Token

After clicking on the link a webpage will appear with the token, simply copy the given token to move forward.

(f) Paste the Credentials

Paste the Credentials

Paste all the credentials in the Pabbly Connect dashboard and hit the “Save” button.

Step 6: Create a Sample Card

To check this integration, we have to send a test request and for that, we will create a dummy card on Trello.

(a) Click on Boards

Click on Boards

Once you log into your Trello account, click on the  “Boards” option given in the top corner and then click on the “Create New Board” option.

(b) Create Board

Create Board Trello

Now name your board and add your team then click on the “Create Board” button.

(c) Add List

Add List Trello

After creating a board now you have to add a list, you can name the list anything according to your needs, here we have named it simply “Discord 1 & Discord 2”.

(d) Send a Test Request

Send Test Request Trello

Now to set up the webhook URL in Trello, we will map the fields in Pabbly Connect and then hit the “Save & Send Test Request” button.

(e) Capture Webhook Response

Capture Webhook Response

After setting the webhook URL in Trello, now we will click on the “Capture Webhook Response” button in Pabbly Connect to capture the data.

(f) Click on Add Card

Click on Add Card Trello

In this step, we will click on the “Add Another Card” button to add a new card in Trello.

(g) Add Card

Add Card Trello

Next, we will name the card, we have named the card “First Step Integration Successful”. You can name it whatever you want. After naming the card we will hit the “Add Card” button.

Step 7: Test the Response in Pabbly Connect Dashboard

Save Webhook Response

Once you click on the “Add Card” button in Trello, the card info will appear on the Pabbly Connect dashboard. Then, click on the “Save” button.

Step 8: Setting Actions for Trello with Discord Integration

To make this Trello-Discord integration work, you have to choose two actions for your trigger. The first is of Discord to get the channel webhook. The second is also of Discord to send the channel message.

(a) Select Application you Want to Integrate

Select Discord

Now in this step, click on the + button below and choose the application that you want to integrate. Here we have chosen “Discord” to integrate and in the method section select “Get Channel Webhook”.

(b) Click the Connect Button

Connect with Discord 1

After choosing the application click on the “Connect with Discord” button to move forward.

(c) Authorize Application

Authorize Application Discord

To connect Discord with Pabbly Connect, we need to authorize the application and for that, we will again click on the “Connect with Discord” button and grant the permission to integrate Discord with Pabbly Connect.

(d) Click on Channel Settings

Click Channel Settings Discord

Now, click on the “Settings” button of the selected channel in Discord Dashboard to add a webhook to it.

(e) Click on Integrations

Click on Integration Discord

Further, another window will open up. Here, go to the ‘Integrations’ option and then click on the “Create Webhook” button.

(f) Name the Webhook Bot

Name the Bot Discord

Subsequently, after clicking on the create webhook button you have to enter the details for the new webhook name.

(g) Save & Send Test Request

Send Test Request Discord 1

Now, map the fields quickly in Pabbly Connect like channel and webhook and hit the “Save & Send Test Request” button to get the channel webhook.

(h) Select Application you Want to Integrate

Select Discord2

Now in this step, click on the + button below and choose the application that you want to integrate. Here we have chosen “Discord” to integrate and in the method section select “Send Channel Message”.

(i) Click the Connect Button

Connect with Discord

After choosing the application click on the “Connect with Discord” button to move forward.

Step 9: Connecting Discord to Pabbly Connect

To connect Discord to Pabbly Connect, you have to authorize the application. For this, you have to log in to your Discord account.

(a) Authorize Application

Authorize Application Discord

When we click on connect button, a window will slide in from the right side, here we will again click on the “Connect with Discord” button and grant the permission to integrate Discord with Pabbly Connect.

(b) Map the Fields

Map the Fields

After connecting with your Discord account, map all the fields quickly like webhook ID, message, etc.

(c) Save and Send Test Request

Send Test Request Discord 2

Once you are done adding up all field data click on the “Save & Send Test Request” button.

Step 10: Check the Response in Discord Dashboard

Check Response

Here, you can see that integration was successful and the channel message has been delivered in Discord for the newly added card in Trello automatically.

Conclusion –

We hope, now you know how to send Discord channel message from new Trello card automatically. Moreover, it’s a one-time process, so you don’t have to worry about doing it again and again. So, just sit back and relax!! By using Pabbly Connect you can easily avoid repetitive work and enjoy all the unlimited premium applications. So, don’t wait and get your access by signing up for a free account.

For further queries or suggestions, please drop your comments below.

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Posted on

How to Tag Contact & Add Data to Google Sheets for Instamojo Sale

How to Tag Contact & Add Data to Google Sheets for Instamojo Sale

Are you searching for a way to tag contact & add data to Google Sheets for Instamojo sale? If yes!! Then, this could be the end of your search. As here we are going to integrate Instamojo with ConvertKit and Google Sheets using Pabbly Connect.

How to Tag Contact & Add Data to Google Sheets for Instamojo Sale

Isn’t it going to be very helpful and time-saving for you? Well, If only you can use a connecting service that can enable you to transfer data automatically from one app to another. That’s why, in this blog, we are going to use Pabbly Connect to automate tasks in real-time.

Before getting started, let’s know a bit about the software that we are about to integrate. So basically, Instamojo is India’s largest on-demand payments and e-commerce platform that empowers millions of entrepreneurs, startups, MSMEs, to start, manage, & grow their business online. Whereas, ConvertKit is an email service provider that offers customizable sign-up forms and landing pages to help bring in more email subscribers. And on the other hand, Google Sheets is a spreadsheet that helps you manage your client’s and customer’s data in one place.

Hence, integrating these three services can help you import all the Instamojo customer’s data to ConvertKit and Google Sheets in real-time. Thus, you don’t have to worry about doing repetitive work & can ultimately save a lot of time & effort.

Pabbly Connect is one of the best integration & automation tools that enable you to integrate unlimited premium applications, set unlimited triggers & actions, create infinite workflows, etc.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Moreover,  you don’t even need to have any coding skills. Just integrate it once & relax, it will do all the heavy lifting for you. Additionally, you can access all the features even in its free plan. Simply go to Marketplace and look for the apps you use to get started.

How to Tag Contact & Add Data to Google Sheets for Instamojo Sale

Therefore, without taking any more of your time, let’s begin to integrate Instamojo to ConvertKit and Google Sheets.

How to Tag Contact & Add Data to Google Sheets for Instamojo Sale (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create Workflow

4. Setting Trigger

5. Connecting to Instamojo

6. Make a Test Purchase

7. Test the Response

8. Setting ConvertKit Integration

9. Setting Google Sheets Integration

10. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process to tag contact & add data to Google Sheets for Instamojo sale by pressing the ‘Sign Up Free’ button on the Pabbly Connect dashboard. Then, either fill-up all the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, hit the ‘Access Now’ button as shown in the above image.

Step 3: Workflow for Instamojo to ConvertKit Integration

(a) Start with a New Workflow

Create New Workflow

Begin with creating a workflow for your project by pressing the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Quickly, name the workflow just like in the above-shown image. I named the workflow ‘Instamojo Integrations’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Instamojo to ConvertKit Integration

Now it’s time to select the application you want to integrate. Pabbly Connect enables you to connect unlimited premium apps, create your free account now.

(a) Select Application you Want to Integrate

Select Instamojo

Now, select the application that you want to integrate. Here, we are choosing ‘Instamojo’ for integration. In the method section, select ‘New Sale’.

(b) Copy the Webhook URL

How

The subsequent step is to copy the webhook URL which is appearing on the dashboard just like in the above-shown image.

Step 5: Connecting Instamojo to Pabbly Connect

Promptly, to connect Instamojo to Pabbly Connect, you have to paste the copied Webhook URL in the software. And to do so, you have to log in to your Instamojo account.

(a) Click on Products

Click Products Instamojo

Subsequently, to paste the webhook URL, hit the ‘Products’ option and then select the ‘All Products’ in your Instamojo dashboard.

(b) Edit a Product

Edit Product Instamojo

Afterward, select any of the listed products in your Instamojo account & then hit the ‘Edit’ option.

(c) Paste the Webhook URL

Paste the Webhook URL

Next, scroll down the page & paste the copied webhook URL in the ‘Webhook URL’ section.

(d) Save Product

Save Product Instamojo

Once you paste the URL, scroll down & press the ‘Save Product’ button to save the changes.

Step 6: Make a Test Purchase

Besides, to check this integration, now make a dummy purchase in Instamojo to capture the data.

(a) Select a Product

Select a Product Instamojo

Now, from the all products section select the product in which you have pasted the webhook URL.

(b) Add to Cart

Add to Cart Instamojo

After selecting the product, just click on the ‘Add to Cart’ button.

(c) Click on Checkout Button

Checkout Instamojo

Then, click on the ‘Checkout’ button to proceed further.

(d) Add Details

Add Details

The following step is to add customer details such as name, email, etc.

(e) Make a Payment

Make Payment

After making all the changes, press the given ‘Make Payment’ button to make the payment. Before that, make sure that you press the ‘Capture Webhook Response’ button in Pabbly Connect to capture the data.

Step 7: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

Now, as you can see, the customer info has appeared in the Pabbly Connect dashboard. Later, hit the ‘Save’ option.

Step 8: Setting Actions for Instamojo to ConvertKit Integration

(a) Select Application you want to Integrate

Select Application you want to Integrate

Next, click on the (+) button and select the app to integrate as ‘ConvertKit’ and method as ‘Tag a Subscriber’. Ultimately, press the ‘Connect with ConvertKit’ button.

(b) Go to ConvertKit Account Settings

Copy the ConvertKit API Key

Once you log in to your ConvertKit account, click on the profile icon. Next, click on the ‘Account Settings’ option and copy the API Key’. Following that, click on the ‘Show’ button present below the ‘API Secret’ field.

(c) Paste the ConvertKit API Key

Paste Both Keys and Click Save

Now, simply paste the copied API keys in the respective column and press the “Save” button.

(d) Map the Fields

Map the Fields

Now, select the tag and map the email & first name fields. Subsequently, click on the ‘Save & Send Test Request’.

(e) Save the API’s Response

Save the API's Response

Now, simply save the API’s response by pressing the ‘Save’ button.

Step 9: Setting Actions for ConvertKit to Google Sheets Integration

Next, to make this Instamojo-Google Sheets integration work, you have to choose an action for your trigger.

(a) Select Application you Want to Integrate

Select Application you Want to Integrate to Add Google Sheets Rows for New Chargebee Subscriptions

Now, press the “(+)” icon then select “Google Sheets” and in the choose method option, select ” Add New Row”. Later, press the button named “Connect” to authorize it with a Google account.

(b) Click the Connect Button

Click the Connect Button to Add Google Sheets Rows for New Chargebee Subscriptions

After pressing the “Connected with Google Sheets” button, an authorization window will open up, so that you log in to your Google account.

(c) Map Field Data

Map Field Data

Subsequently, map the required field. After filling in all the details, press the ‘Send Test Request’ button.

(d) Test the Submission and Save

Test the Submission and Save

Ultimately, after pressing the “Send Test Request”, all the entries will be sent to Google Sheets Rows. Simply press the “Save” button to save the entire workflow.

Step 10: Check Response in Google Sheets

Check Response in Google Sheets

Finally, when you check the Google Sheets, the entered details get auto-populated in a sheet.

Conclusion –

Finally! Now you know how to tag contact & add data to Google Sheets for Instamojo sale. As it is the easiest and fastest method that you could use to integrate Instamojo to ConvertKit and Google Sheets automatically. Not only these three applications, but you can connect thousands of applications on Pabbly Connect easily. Now that the data transmission is a child’s play, all thanks to Pabbly Connect.

If you have any suggestions or queries, please drop them down in the comment section, we will get back to you as soon as possible.

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Posted on

How to Add MailChimp Member from New Salesforce Lead

Add MailChimp Member from New Salesforce Lead

Tired of looking for ways to add MailChimp member from new Salesforce lead automatically? If yes, then you’ve come to the right place. As, in this blog, you will get a step-by-step guide to integrate Salesforce and MailChimp using Pabbly Connect.

Add MailChimp Member from New Salesforce Lead

Pabbly Connect is an integration and automation software that lets you transfer data between multiple applications in a couple of minutes with zero coding skills.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect   

But before moving forward let’s understand the need of integrating Salesforce and MailChimp. Salesforce is a cloud computing service that allows businesses to use cloud technology to better connect with customers, partners, and potential users. Whereas, Mailchimp is an all-in-one marketing platform that helps you manage your clients, customers, and other interested parties.

Hence, by connecting Salesforce with MailChimp, you can easily add members to MailChimp whenever a new lead is created in Salesforce. Therefore, you don’t have to worry about doing redundant work & can ultimately save a lot of time and effort.

You can also refer to the below video to understand the usage of Pabbly Connect-

Besides, we have a template for this integration that can assist you to get started quickly. Tap on the ‘Use Workflow’ button below to begin. Also, you can go to the Marketplace & look for more apps/integrations.

Add MailChimp Member from New Salesforce Lead Workflow

Now, without further ado, let’s move according to plan & follow the step-by-step procedure to integrate Salesforce and MailChimp.

How to Add MailChimp Member from New Salesforce Lead (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create WorkFlow

4. Setting Trigger

5. Connecting to Salesforce

6. Create a New Lead

7. Test Response

8. Setting Action

9. Connecting to MailChimp

10. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

Initiate the process to add MailChimp member from new Salesforce lead by clicking on the ‘Sign Up Free‘ icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the ‘Access Now’ button of the Connect section in the dashboard.

Step 3: Workflow for Salesforce with Mailchimp Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Salesforce to MailChimp Integration

Further, add the name of workflow which in our case is ‘Salesforce Lead to MailChimp’. Nevertheless, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for Salesforce to MailChimp Integration

Further, you have to choose an app to add MailChimp member from new Salesforce lead. Pabbly Connect lets you bind or connect unlimited apps within minutes, click here to sign up for unlimited workflows.

(a) Select Application you Want to Integrate

Select Salesforce for Salesforce to MailChimp Integration

In the following step, choose ‘Salesforce’ from the choose app drop-down, and select ‘New Lead’ option from the Trigger Event.

(b) Connect with Salesforce

Connect with Salesforce

After choosing the application click on the ‘Connect With Salesforce’ button for the next step.

Step 5: Connecting Salesforce to Pabbly Connect

Later, to connect Salesforce with Pabbly Connect, you have to authorize the application. For this, you have to log into your Salesforce account.

(a) Authorize Salesforce Account

Authorize Salesforce for Salesforce to MailChimp Integration

In the next window that slides in from the right, again click on ‘Connect with Salesforce’ button. Authorize your Salesforce account to connect with Pabbly Connect by allowing the access. Then, click on the ‘Save’ button.

(b) Paste Instance URL

Paste Instance URL

Now, you get the ‘Instance URL’ from Salesforce website URL. Simply copy and paste it in the respective column as shown in above image.

Step 6: Create a New Lead

To check if the integration is capturing data or not, we will be going to create a new lead in Salesforce.

(a) Click on Leads

Click on Leads

Now, go to the Salesforce dashboard, and click on ‘Leads’ menu.

(b) Create a New Lead

Create a New Lead for Salesforce to MailChimp Integration

Promptly, click on the ‘New’ button to create a new lead.

(c) Enter Lead Info

Enter Lead Info

Further, you have to enter the new lead details such as first name, last name, address, and so forth.

(d) Save the Lead Details

Save the Lead Details for Salesforce to MailChimp Integration

After you entered all the details for the new lead, click on the ‘Save’ button to save the details.

Step 7: Test the Response in Pabbly Connect Dashboard

Test the Response for Salesforce to MailChimp Integration

Subsequently, go to the Pabbly Connect window, and click on ‘Save and Send Test Request’ button to get the response. At last, hit the ‘Save’ button.

Step 8: Setting Action for Salesforce to MailChimp Integration

To make this Salesforce-MailChimp integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select MailChimp for Salesforce to MailChimp Integration

Further, click on the ‘+’ icon to add an action for your trigger. Here we are going to select ‘MailChimp’ from the dropdown. Then, select the ‘Add New Member’ option.

(b) Click the Connect Button

Connect with MailChimp

After that, click on the ‘Connect with MailChimp’ button. Next, it will open the authorization window, where you need to paste the ‘API Key’ and ‘Data Center’.

Step 9: Connecting MailChimp to Pabbly Connect

To connect MailChimp with Pabbly Connect, you have to log in to your MailChimp account.

(a) Click on MailChimp Account Settings

Click on MailChimp Account Settings

After successfully logging to your account, click on your profile icon and select ‘Account’ option from the bottom of dashboard.

(b) Move to Extras

Extras MailChimp

The new window will open, here tap the ‘Extras’ section. Next, hit the ‘API Keys’ option.

(c) Create an API Key

Create an API Key for Salesforce to MailChimp Integration

Next, generate a new ‘API Key’ by clicking on the ‘Create a Key’ button.

(d) Paste the API Key

Paste API Key MailChimp

Further, paste the ‘API Key’ into the Pabbly Connect dashboard, and you can find the data center from the subdomain of your Mailchimp account URL. Once you fill in all the details, click on the ‘Save’ button.

(e) Map the Fields

Map the Fields for Salesforce to MailChimp Integration

Now, it’s time to map all the details in their respective fields such as first name, last name, phone number, etc.

(f) Save and Send Test Request

Save and Send Test Request

Subsequently, after filling in all the details, click on ‘Save and Send Test Request’ button.

Step 10: Check Response in Mailchimp Dashboard

Check Response for Salesforce to MailChimp Integration

Here, you can see that our integration was successful and a subscriber has been added to the Mailchimp account automatically from Salesforce lead.

Now, whenever there will be any new lead created in your Salesforce account, it will be automatically added to your Mailchimp account as a subscriber.

Conclusion –

To sum up, we have described the entire process of ‘How to Add MailChimp Member from New Salesforce Lead’ with the help of the best automation and integration tool i.e, Pabbly Connect. Moreover, the process is a piece of cake and you have to do it only once. So, go ahead and create your account for free.

Also, do comment your feedback below over this integration.

You May Also Like to Read –

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