Integrate Instamojo Customers to ActiveCampaign Using Pabbly Connect

Learn how to seamlessly integrate Instamojo customers into ActiveCampaign using Pabbly Connect. Follow this detailed tutorial for step-by-step instructions. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Instamojo with ActiveCampaign, you need to access Pabbly Connect. This platform serves as the central hub for automating your workflows.

Start by navigating to the Pabbly website and selecting the Pabbly Connect product. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply sign in. Once logged in, you will have access to the dashboard where you can create your integration workflows.

2. Creating a Workflow in Pabbly Connect

Now that you are in Pabbly Connect, it’s time to create a new workflow that connects Instamojo and ActiveCampaign. Click on the plus sign to create a new workflow and name it ‘Add Instamojo Customers to ActiveCampaign with Tag’.

• Click on the ‘Create’ button to initiate the workflow.
• Select ‘Instamojo’ as the application for your trigger event.
• Choose the trigger event as ‘New Sale’ to capture customer details upon payment.

This setup will allow Pabbly Connect to listen for new sales and trigger the next steps automatically. After setting your trigger, copy the webhook URL provided by Pabbly Connect.

3. Configuring the Instamojo Webhook

Next, you need to configure the webhook in your Instamojo account. Go to your Instamojo dashboard and navigate to the ‘Smart Pages’ section. Here, you can edit the page where you want to collect payments.

• Scroll down to find the ‘Page Settings’ option.
• Enable the ‘Add Webhook’ option and paste the copied webhook URL from Pabbly Connect.
• Save and update the page settings to finalize the webhook configuration.

This integration allows Pabbly Connect to receive payment notifications from Instamojo, enabling the automation of customer data capture.

4. Searching for Customers in ActiveCampaign

With the webhook set up, the next step in Pabbly Connect is to search for the customer in ActiveCampaign. Add a new action step and select ActiveCampaign as the application.

Choose the action event ‘Search Contact’. Connect your ActiveCampaign account by providing the API key and URL. This step ensures that Pabbly Connect can access your ActiveCampaign account to check if the customer already exists.

Map the customer’s email address from the Instamojo trigger response to search for existing contacts. Test the connection to ensure it retrieves the correct data.

This process is crucial as it prevents duplicate entries in your ActiveCampaign account, allowing for efficient customer management through Pabbly Connect.

5. Adding Tags to ActiveCampaign Contacts

After confirming that the customer does not exist in ActiveCampaign, the next step is to create a new contact. Again, select ActiveCampaign as the application and choose the action event ‘Create a Contact’.

Map the customer details from the Instamojo response, including their name and email address. Once the contact is created, you can add a specific tag to this customer. Choose the action event ‘Add a Tag’ in ActiveCampaign.

Select the contact ID from the previous step to ensure the tag is added to the correct contact. Choose the appropriate tag, such as ‘Pabbly Connect’ or ‘Pabbly Subscription Billing’.

This finalizes the integration, allowing Pabbly Connect to automate the process of adding new customers to ActiveCampaign with the specified tags, streamlining your marketing efforts.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Instamojo customers into ActiveCampaign effectively. By following these steps, you can automate customer data entry and enhance your marketing capabilities.

Utilizing Pabbly Connect not only simplifies the integration process but also ensures that your customer management is efficient and organized. Start automating your workflows today!