Integrating Insta Mojo with Pabbly Connect: A Comprehensive Guide

Learn how to integrate Insta Mojo with Pabbly Connect for seamless automation. Follow our step-by-step guide to set up your workflows 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

1. Accessing Pabbly Connect for Integration

To start integrating Insta Mojo with Pabbly Connect, first, you need to access the Pabbly Connect platform. Visit the Pabbly Connect website and log in to your account. If you don’t have an account, sign up for free to create one, which will allow you to test automation with free tasks.

Once logged in, navigate to the dashboard. Here, click on the blue button labeled ‘Create Workflow’ to initiate the integration process. This workflow will serve as the backbone of your automation, allowing you to connect Insta Mojo with other applications seamlessly.

2. Setting Up the Trigger Event in Pabbly Connect

In this section, we will set up the trigger event that captures new payments made through Insta Mojo. Start by naming your workflow, for example, ‘Sync Insta Mojo Payments with CRM’. Then, select Insta Mojo as the trigger application.

• Choose ‘New Sale’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Navigate to your Insta Mojo dashboard to set up the webhook.

After copying the webhook URL, go to your Insta Mojo product settings and paste the URL in the webhook section. Save the changes to ensure that Insta Mojo can communicate with Pabbly Connect whenever a new payment occurs. This setup will allow the automation to trigger every time a sale is made.

3. Testing the Integration with a Dummy Payment

Now that you have set up the trigger in Pabbly Connect, it’s time to test the integration. Go back to the Insta Mojo dashboard and create a dummy payment link. Fill in the necessary details such as product name and price, and then proceed to make a payment.

Ensure that you provide dummy customer details, including name, email, and phone number. Once the payment is successful, return to Pabbly Connect and check the webhook response. You should see the details of the payment captured, including the payment ID, amount, and customer information.

This successful test will confirm that the connection between Insta Mojo and Pabbly Connect is working as intended. You can now proceed to set up actions based on the payment received.

4. Creating an Action Event to Sync with CRM

After confirming the trigger works, the next step is to create an action event that will sync the payment data with your CRM. In this case, you can select a CRM application, such as Keep, as your action app in Pabbly Connect.

• Choose ‘Create or Update Contact’ as the action event.
• Map the customer details received from the payment.
• Save and send a test request to verify the connection.

During the mapping process, ensure that you link the fields correctly, such as customer email and phone number to their respective fields in your CRM. This will allow Pabbly Connect to automatically add new customers to your CRM database whenever a payment is received.

5. Finalizing Your Automation Workflow

With the trigger and action set up, you can finalize your automation workflow in Pabbly Connect. Review all steps to ensure they accurately reflect the intended integration process. You can also add additional actions, such as sending confirmation emails via Microsoft Outlook or adding records to Google Sheets.

After saving your workflow, conduct another test payment to observe the entire process in action. Check if the customer details are correctly added to your CRM and if any emails are sent out as expected. This will ensure that your integration is fully operational.

By using Pabbly Connect, you can automate the entire payment process, saving time and reducing manual effort. This integration allows you to focus more on your business rather than administrative tasks.

Conclusion

Integrating Insta Mojo with Pabbly Connect streamlines your payment processing and customer management. By following this detailed guide, you can set up an efficient automation workflow that enhances your business operations.