Learn how to automate your sales process by integrating Instam Mojo with Airtable using Pabbly Connect. Follow this detailed guide for seamless automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin integrating Instam Mojo and Airtable, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect, which will direct you to the landing page where you can sign in or sign up for a free account.
If you are new to Pabbly Connect, click on the ‘Sign Up for Free’ button. After creating your account, you will receive 100 free tasks each month. If you already have an account, simply sign in to access the dashboard.
2. Creating a New Workflow in Pabbly Connect
After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. Name it according to your objective, such as ‘Create a Table Record on Instam Mojo Sale’.
- Select the appropriate folder for saving your workflow.
- Click on ‘Create’ to proceed.
In the workflow setup, you will see two main sections: Trigger and Action. The Trigger indicates when the workflow will start, while the Action defines what happens next. For this integration, you will select Instam Mojo as your trigger application.
3. Setting Up the Trigger with Instam Mojo
To set up the trigger in Pabbly Connect, search for Instam Mojo and select it. Then, choose the trigger event as ‘New Sale’. This event will activate the workflow whenever a new sale is made.
Next, you will need to connect Instam Mojo with Pabbly Connect using the Webhook URL provided. Copy this URL and navigate to your Instam Mojo account. In the product settings, find the Advanced settings section and paste the Webhook URL into the designated field.
4. Creating an Action Step to Add a Record in Airtable
Once the trigger is set up, it’s time to configure the action step in Pabbly Connect. Search for Airtable and select it as the action application. Choose the action event as ‘Create Record’ to add new entries in your Airtable base.
- Connect your Airtable account by clicking on ‘Connect’ and adding your base.
- Select the base and table where you want to add the new records.
After connecting Airtable, you will need to map the fields from the Instam Mojo response to the corresponding columns in Airtable. This mapping allows Pabbly Connect to dynamically insert the correct data into your records.
5. Testing and Verifying the Integration
With both the trigger and action steps configured, it’s time to test the integration. Create a test sale in Instam Mojo and ensure that the details are sent to Pabbly Connect correctly. You should see a response indicating that the new sale data has been received.
Finally, check your Airtable account to verify that a new record has been created with the details of the sale. This confirms that your integration is working successfully, allowing you to automate the process of recording sales from Instam Mojo to Airtable.
Conclusion
In this guide, we explored how to integrate Instam Mojo with Airtable using Pabbly Connect. By setting up triggers and actions, you can automate your sales recording process, ensuring efficiency and accuracy in your business operations.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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