Learn how to automate the creation of HubSpot CRM customers for sold Digistore24 products using Pabbly Connect with this detailed step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect for Integration
To create HubSpot CRM customers for sold Digistore24 products, you first need to access Pabbly Connect. Start by logging into your Pabbly Connect account. If you don’t have an account yet, you can quickly create a free trial account using the link provided in the description.
Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can begin setting up your automation workflow. Click on the ‘Create Workflow’ button to get started. You can name your workflow something descriptive, like ‘Add Customer in CRM on Product Sale from Digistore24’ before clicking the ‘Create’ button.
2. Set Up Trigger with Digistore24
In this step, you will configure the trigger in Pabbly Connect to capture new orders from Digistore24. Click on the trigger window and select Digistore24 as your application. You will then need to choose the ‘New Order’ trigger event, which will activate whenever a product is purchased.
- Select ‘Digistore24’ from the application list.
- Choose ‘New Order’ as the trigger event.
- Copy the generated webhook URL.
Next, navigate to your Digistore24 account settings. Under the Integrations section, create a new connection by pasting the webhook URL you copied from Pabbly Connect. After saving the connection, you will need to perform a test purchase to ensure that the integration works correctly.
3. Perform a Test Purchase in Digistore24
To capture the order details in Pabbly Connect, you need to make a test purchase on your Digistore24 store. Go to your products page, select a product, and fill in the customer details for the test purchase.
Once you have completed the test purchase, check back in Pabbly Connect to see if the order data has been captured. You should see the customer’s name, email, zip code, and product details in the response section. This confirms that Pabbly Connect is receiving the data correctly from Digistore24.
4. Connect HubSpot CRM as Action
Now that you have your trigger set up, it’s time to connect HubSpot CRM as the action in Pabbly Connect. Select HubSpot CRM from the application list and choose the ‘Create Contact with Basic Properties’ action event. This will allow you to automatically add the customer information to your HubSpot CRM.
- Select ‘HubSpot CRM’ as your action application.
- Choose ‘Create Contact with Basic Properties’ as the action event.
- Connect your HubSpot account by entering the API key.
To find your API key, go to HubSpot settings and navigate to the Integrations section. Copy the API key and paste it back into Pabbly Connect. After saving, you will be able to map the customer data received from Digistore24 to create a new contact in HubSpot CRM.
5. Map Customer Details and Test the Integration
In this final step, you will map the customer details from the Digistore24 order to the fields in HubSpot CRM using Pabbly Connect. Ensure you fill in the required fields such as email, first name, last name, and zip code. This mapping ensures that whenever a new order is placed, the customer information is automatically sent to HubSpot.
Click on the ‘Save and Send Test Request’ button to finalize the integration. If successful, you should see the new contact added to your HubSpot CRM. Refresh your HubSpot contacts page to verify that the customer has been added correctly. Once confirmed, save your workflow in Pabbly Connect, and you are all set!
Conclusion
This tutorial demonstrated how to use Pabbly Connect to automate the process of creating HubSpot CRM customers for sold Digistore24 products. By following these steps, you can streamline your sales process and ensure that customer data is efficiently managed in your CRM.
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