Learn how to automate contact creation in HubSpot when an order is placed in BigCommerce using Pabbly Connect. Follow our detailed tutorial for seamless integration.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To create a contact in HubSpot when an order is placed in BigCommerce, start by accessing Pabbly Connect. This platform allows you to effortlessly connect various applications for automation.
Visit the Pabbly Connect website and sign in or create a free account. Once logged in, navigate to the dashboard where you can initiate the workflow setup.
2. Creating a Workflow in Pabbly Connect
In Pabbly Connect, click on the blue button labeled ‘Create Workflow’ to begin. Name your workflow something descriptive like ‘Create Contact in HubSpot when Order is Placed in BigCommerce’. using Pabbly Connect
- Click ‘Create’ to set up the workflow.
- Select ‘BigCommerce’ as the trigger application.
- Choose ‘New Order’ as the trigger event.
After setting the trigger, you’ll need to connect your BigCommerce account to Pabbly Connect. This connection allows Pabbly Connect to capture order details automatically.
3. Connecting BigCommerce to Pabbly Connect
To connect BigCommerce, click on the ‘Connect’ button and select ‘Add New Connection’. You will be prompted to enter your Client ID, Access Token, and Store Hash Key. using Pabbly Connect
To obtain these details, log in to your BigCommerce account, create an API key, and enable the necessary permissions for customer information and orders. Copy the required details and paste them into Pabbly Connect.
4. Setting Up HubSpot Integration in Pabbly Connect
Once the BigCommerce connection is established, the next step is to set up HubSpot as the action application in Pabbly Connect. Choose ‘HubSpot’ and select ‘Create Contact’ as the action event. using Pabbly Connect
Click ‘Connect’ and authorize Pabbly Connect to access your HubSpot account. You will need to map the fields such as email, first name, and last name from BigCommerce to HubSpot. This mapping ensures that the correct customer details are sent to HubSpot every time an order is placed.
- Map the email address from the order to the HubSpot contact.
- Include the customer’s first and last name.
- Add any additional fields like phone number and address if necessary.
After mapping the fields, click ‘Save and Send Test Request’ to verify the integration. If successful, the contact will be created in HubSpot.
5. Testing and Verifying the Integration
To test the integration, place a new order in your BigCommerce store. Use a test email and customer details to simulate a real order. Once the order is placed, Pabbly Connect will automatically capture the order details and create a contact in HubSpot. using Pabbly Connect
Check your HubSpot account to confirm that the new contact appears with the correct details. This automation ensures that every new order in BigCommerce results in a corresponding contact in HubSpot, streamlining your customer management.
Conclusion
This tutorial demonstrates how to use Pabbly Connect to automate the process of creating contacts in HubSpot from orders placed in BigCommerce. By following these steps, you can enhance your customer management efficiency and ensure that your HubSpot CRM is always up-to-date with the latest order information.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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