Integrating Mojo with Google Sheets and Zoho Using Pabbly Connect

Learn how to integrate Mojo with Google Sheets and Zoho using Pabbly Connect in this detailed step-by-step tutorial. Automate your workflows effortlessly! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Mojo with Google Sheets and Zoho, you need to access Pabbly Connect. This platform allows seamless automation between different applications.

Start by signing in to your Pabbly Connect account. If you are a new user, you can sign up quickly and receive 100 free tasks to test your automations. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ tab to initiate the integration process.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. You can name your workflow according to your objective, such as ‘Add Subscriber to Zoho Campaign and Send WhatsApp Message on Mojo Payment’.

• Click on ‘Create’ to proceed.
• Select ‘Instam Mojo’ as the trigger application.
• Choose ‘New Sale’ as the trigger event.

Once you select the trigger event, you will receive a webhook URL. Copy this URL as it will connect Pabbly Connect with Instam Mojo, enabling the automation of your workflow.

3. Setting Up the Webhook in Mojo

To complete the integration, paste the webhook URL into your Instam Mojo account. Navigate to the product settings where you want to set up the webhook. For instance, if you are using the ‘PHP for Beginners’ product, open its settings.

In the product settings, find the option for webhook URL and paste the copied URL from Pabbly Connect. Save the changes to ensure that every sale triggers the webhook, allowing the automation process to run smoothly.

4. Adding Data to Google Sheets via Pabbly Connect

After configuring the webhook, the next step is to set up Google Sheets as an action application in Pabbly Connect. Choose ‘Google Sheets’ and select the action event as ‘Add New Row’.

• Connect your Google Sheets account to Pabbly Connect.
• Select the spreadsheet where you want to add new leads.
• Map the fields like name, email, and contact number from the webhook response.

After mapping the fields, click ‘Save and Send Test Request’. This action will verify that the data is correctly added to your Google Sheets, allowing you to keep track of new leads efficiently.

5. Subscribing Users in Zoho Campaigns

Next, to add the new user as a subscriber in Zoho Campaigns, select ‘Zoho Campaigns’ as your action application in Pabbly Connect. Choose the action event ‘Add or Update Subscriber’.

Connect your Zoho Campaigns account and select the list where you want to add the subscriber. Ensure you map the necessary fields like email and name. After setting up, click ‘Save and Send Test Request’ to confirm the subscriber is added successfully.

6. Sending WhatsApp Messages Using AI Sensei

The final step involves sending a WhatsApp message to the user via AI Sensei. Choose ‘WhatsApp by AI Sensei’ as your action application, and select the action event as ‘Send Template Message’. using Pabbly Connect

Connect your AI Sensei account and fill in the required details, including the message template and user information. Click ‘Save and Send Test Request’ to send a personalized message confirming the payment.

Conclusion

This tutorial demonstrates how to integrate Mojo with Google Sheets and Zoho using Pabbly Connect. By following these steps, you can automate your workflows and enhance efficiency in managing new leads.