Learn how to integrate Loops with Automation using PAB to create InCharge persons from Viral Loops participants with this detailed tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application. with Pabbly Connect.

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Setting Up Integration Between Loops and Automation

To begin the integration of Loops with Automation, you first need to understand the workflow. This integration allows you to create a person in InCharge whenever a new participant is added in your campaign on Loops. The process involves using PAB to connect these applications seamlessly.

Start by signing in to your PAB account. If you are a new user, you can sign up for free to get 100 tasks each month. Once logged in, navigate to your dashboard and select the option to create a new workflow.

Creating a Workflow in PAB

Creating a workflow in PAB is essential for integrating Loops and Automation. To do this, click on the ‘Create Workflow’ button located on the right side of your dashboard. Name your workflow, for example, ‘Create InCharge Person from Viral Loops Participant,’ and save it in the designated folder.

In this workflow, you will define a trigger and an action. The trigger will be set to Loops with the event ‘New Participant,’ which will activate the workflow whenever a new participant is added to your campaign.

  • Sign in to your PAB account.
  • Click on ‘Create Workflow’.
  • Name your workflow and save it in the folder.
  • Set the trigger to ‘New Participant’ in Loops.

Once you have set the trigger, proceed to define the action application, which will be InCharge. This setup allows the integration to function correctly, ensuring that new participants are added as people in InCharge.

Configuring the Webhook for Loops

Configuring the webhook is a crucial step in integrating Loops with Automation. After setting up your trigger, you will be provided with a webhook URL. This URL is essential for connecting your Loops account to PAB.

Navigate to your Loops campaign and click on the edit option. Scroll down to the Integrations section, where you will find the Webhook settings. Paste the webhook URL you copied from PAB into the designated field and enable the endpoint by toggling the switch.

  • Go to your Loops campaign and click edit.
  • Scroll to the Integrations section.
  • Paste the webhook URL and enable the endpoint.

After saving your settings, any new participant added through the form will trigger the webhook, sending participant data to PAB for further processing.

Mapping Data to Create InCharge Person

Mapping data is a vital aspect of the integration between Loops and Automation. Once the webhook is configured, you will need to set up the action to create a person in InCharge. Select InCharge as your action application and choose the event ‘Add or Update Person’.

Establish a connection between InCharge and PAB by clicking on the connect option. If you have an existing connection, you can use that; otherwise, create a new one. Once connected, you will need to map the participant data received from Loops into the appropriate fields in InCharge.

Select InCharge as the action application. Choose the event ‘Add or Update Person’. Map fields such as email, first name, last name, and phone number.

By mapping these fields, you ensure that every time a new participant is added, their information is accurately reflected in InCharge, creating a seamless flow of data.

Testing the Integration

Testing the integration is the final step to ensure everything works as expected. After mapping the data, click on the ‘Save and Send Test Request’ button. This action will send a test request to InCharge with the mapped data.

Once the test request is successfully processed, check your InCharge account to verify that the new participant has been created. Refresh the page, and you should see the participant’s details, including their email, first name, last name, and other relevant information.

With this successful integration, every time a new participant joins your campaign on Loops, they will automatically be added as a person in InCharge, streamlining your marketing automation efforts.

Conclusion

This tutorial detailed the integration of Loops with Automation using PAB, allowing you to create InCharge persons from Viral Loops participants. By following these steps, you can automate your marketing processes efficiently.

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