How to Automatically Enroll New Infusionsoft Contacts in a Zenler Course Using Pabbly Connect

Learn how to use Pabbly Connect to enroll new Infusionsoft (Keap) contacts in Zenler courses automatically with our step-by-step tutorial. 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. Setting Up Pabbly Connect for Infusionsoft and Zenler Integration

In this section, we will learn how to set up Pabbly Connect to automate the enrollment of new Infusionsoft contacts into Zenler courses. Begin by signing up for a free account on Pabbly Connect if you haven’t already done so. After signing in, navigate to the dashboard and click on ‘Create Workflow’ to start the integration process.

Next, name your workflow, for example, ‘Infusionsoft to Zenler Enrollment.’ Click on ‘Create’ to open the workflow interface, which consists of a trigger window and an action window. The trigger will be set to detect new contacts in Infusionsoft, and the action will enroll those contacts in a Zenler course.

2. Configuring the Infusionsoft Trigger in Pabbly Connect

To automate the enrollment process, we first need to set up the trigger in Pabbly Connect. In the trigger window, search for ‘Infusionsoft by Keap’ and select it as your application. Choose the trigger event as ‘New Contact’ and click on ‘Connect’ to establish a connection with your Infusionsoft account.

• Select ‘Add New Connection’ and log in to your Infusionsoft account.
• Click on the ‘Connect with Infusionsoft by Keap’ button and allow access.
• Once connected, click on ‘Save and Send Test Request’ to verify the connection.

After saving, Pabbly Connect will wait for a response from Infusionsoft. Create a new contact in your Infusionsoft account to trigger this response. Once the contact is created, return to Pabbly Connect to see the details of the newly created contact.

3. Retrieving Contact Details from Infusionsoft

Once you receive the new contact details in Pabbly Connect, the next step is to retrieve the complete information for that contact. In the action window, search for ‘Infusionsoft by Keap’ again, and this time select the action event as ‘Retrieve a Contact.’ Click on ‘Connect’ to use the existing connection established earlier.

In this step, you will need to map the contact ID received from the trigger step. Click on the contact ID field and select the response from the Infusionsoft trigger. Click on ‘Save and Send Test Request’ to retrieve the contact details. You should now see the full details of the contact, including name, email, and phone number.

4. Enrolling the Contact in a Zenler Course

Now that you have the contact details, the next step is to enroll the contact in a Zenler course using Pabbly Connect. In the action window, click on the plus button to add a new action step. Search for ‘Zenler’ and select it as your application. Choose the action event ‘Enroll User to a Course’ and click on ‘Connect’ to create a new connection.

• Enter the School ID and API key from your Zenler account to establish the connection.
• Select the course ID where you want to enroll the contact from the dropdown list.
• Map the contact’s email, first name, and last name from the retrieved contact details.

After mapping the required fields, click on ‘Save and Send Test Request’ to enroll the contact in the selected Zenler course. You will receive a confirmation response indicating that the contact has been successfully enrolled.

5. Testing the Automation Workflow

To ensure everything is working correctly, it’s essential to test the entire workflow you created in Pabbly Connect. Create another new contact in your Infusionsoft account. Within seconds, this contact should automatically be enrolled in the specified Zenler course.

After creating the new contact, check your Zenler account’s student section to confirm that the contact appears as enrolled. This confirms that the automation is functioning as intended. If successful, you can now automate the enrollment of new Infusionsoft contacts into Zenler courses seamlessly.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically enroll new Infusionsoft contacts in Zenler courses. By following these steps, you can streamline your enrollment process, saving time and ensuring that all new contacts are enrolled effectively.