Automate Sending WooCommerce Coupons to HubSpot Contacts with Pabbly Connect

Learn how to automate sending WooCommerce coupons to HubSpot contacts using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. 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. Accessing Pabbly Connect for Automation

To automate sending WooCommerce coupons to HubSpot contacts, start by accessing Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly.

Navigate to the Pabbly Connect website and log in or sign up for a new account. Once logged in, click on the ‘Create Workflow’ button to begin setting up your automation.

2. Creating Your Workflow in Pabbly Connect

In this step, you will create a workflow that will automate the coupon sending process. Start by naming your workflow, such as ‘Automate Coupon Creation and Sending’. This name reflects the purpose of your automation.

Next, set up the trigger for your workflow. Since you want the automation to run daily, select the ‘Schedule’ feature in Pabbly Connect. Configure it to run at a specific time each day to check for HubSpot contacts who have completed one year with your company.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select the ‘Schedule’ trigger option.

After setting the schedule, save your workflow. This will ensure it checks HubSpot for eligible contacts daily.

3. Fetching HubSpot Contacts Using Pabbly Connect

With your workflow created, the next step is to fetch contacts from HubSpot. In the action step, search for the HubSpot application and select the action event ‘Get All Contacts’.

Connect your HubSpot account to Pabbly Connect by clicking on ‘Connect’ and following the authorization prompts. Once connected, click on ‘Save and Send Test Request’ to retrieve your contacts. This action will display all contacts stored in your HubSpot account.

• Select ‘Get All Contacts’ as the action event.
• Connect your HubSpot account to Pabbly Connect.
• Click ‘Save and Send Test Request’ to fetch contacts.

After fetching, ensure the response shows all necessary details like contact ID, email, and creation date, which are crucial for the next steps.

4. Iterating Through Contacts and Checking Conditions

Now that you have fetched your contacts, the next step is to iterate through each contact to check if they have completed one year with your company. Use the ‘Iterator’ feature in Pabbly Connect to process each contact individually.

After setting up the iterator, you need to fetch today’s date using the ‘Date and Time Formatter’ feature. This will allow you to compare the creation date of each contact with the current date to determine if one year has passed.

To perform this comparison, follow these steps:

Add the ‘Iterator’ action to your workflow. Use the ‘Date and Time Formatter’ to fetch today’s date. Compare the creation date with today’s date.

Once the comparison is complete, set up conditions to check if the difference is equal to one year. If true, proceed to create a coupon code for that specific contact.

5. Creating and Sending WooCommerce Coupons

With the conditions checked, the next step is to create a coupon code in WooCommerce for the eligible contact. Search for the WooCommerce application in Pabbly Connect and select the action event ‘Create Coupon’.

Connect your WooCommerce account and provide the necessary details for the coupon, including the coupon code, discount type, and amount. After configuring these settings, click on ‘Save and Send Test Request’ to create the coupon.

Finally, to send the coupon code to the contact, add the Microsoft Office 365 action in Pabbly Connect. Compose your email with the coupon code included and send it to the contact’s email address. This completes the automation process.

Select ‘Create Coupon’ in WooCommerce. Enter coupon details like code and discount amount. Use Microsoft Office 365 to send the email with the coupon.

After completing these steps, your automation will efficiently send WooCommerce coupons to HubSpot contacts who have been with you for one year.

Conclusion

By utilizing Pabbly Connect, you can automate the process of sending WooCommerce coupons to your HubSpot contacts seamlessly. This tutorial provides a comprehensive guide to setting up the automation, ensuring that contacts receive their coupons promptly.

Automating your coupon distribution not only saves time but also enhances customer satisfaction by recognizing their loyalty. Start using Pabbly Connect today to streamline your workflow and improve your business efficiency.