Automatically Create New Lead in LeadSquared CRM on WooCommerce Order Using Pabbly Connect

Learn how to automatically create new leads in LeadSquared CRM from WooCommerce orders using Pabbly Connect. Follow this detailed tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WooCommerce Integration

To automatically create new leads in LeadSquared CRM from WooCommerce orders, first, you need to access Pabbly Connect. Begin by visiting the Pabbly website and signing up for a free account if you don’t have one.

Once logged in, navigate to your dashboard. Here, you will click on ‘Create Workflow’, where you can name your workflow, for example, ‘WooCommerce to LeadSquared’. This sets the stage for integrating WooCommerce with LeadSquared using Pabbly Connect.

2. Setting Up the Trigger for WooCommerce Orders

In this step, you will configure the trigger in Pabbly Connect to respond to new WooCommerce orders. Select WooCommerce as the app in the trigger window and choose ‘New Order Created’ as the trigger event.

• Search for ‘WooCommerce’ in the app selection.
• Choose ‘New Order Created’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, head to your WordPress dashboard, navigate to WooCommerce settings, and click on the ‘Advanced’ tab. Here, you will add a new webhook, naming it appropriately, setting its status to active, and selecting ‘Order Created’ as the topic. Paste the copied URL into the delivery URL field and save the webhook.

3. Testing the WooCommerce Integration

Now that the webhook is set up, it’s time to test the integration. Place a dummy order in your WooCommerce store by selecting a product and proceeding to checkout. Fill in the required details for a test user.

Once the order is placed, return to Pabbly Connect to check if the order details have been captured. You should see the customer’s information, including name, email, and address, confirming that the connection between WooCommerce and Pabbly Connect is functioning correctly.

4. Setting Up Action to Create New Lead in LeadSquared

Next, you will set up the action step in Pabbly Connect to automatically create a new lead in LeadSquared. In the action window, search for LeadSquared and select ‘Create or Update Lead’ as the action event.

• Connect your LeadSquared account by entering the required API keys.
• Map the customer details from the WooCommerce order to the corresponding fields in LeadSquared.
• Test the action to ensure the lead is created successfully.

After mapping all necessary fields, including first name, last name, email, phone number, and address, click on ‘Save and Send Test Request’. You should receive a confirmation that the lead has been successfully created in LeadSquared.

5. Verifying the New Lead in LeadSquared CRM

Finally, verify that the lead has been created in your LeadSquared CRM. Navigate to the Leads section and check if the details of the customer from your WooCommerce order appear as a new lead.

By following these steps, you have successfully automated the process of creating new leads in LeadSquared CRM from WooCommerce orders using Pabbly Connect. This integration saves time and reduces manual entry errors, enhancing your workflow efficiency.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically create new leads in LeadSquared CRM from WooCommerce orders. This integration streamlines your workflow, allowing for efficient lead management without manual data entry.