Learn how to create WooCommerce customers from Jotform submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect to Set Up Integration
To start integrating WooCommerce with Jotform using Pabbly Connect, first, visit the Pabbly Connect website. If you are a new user, sign up for a free account, which allows you to execute 100 tasks per month.
Once you have signed in to your account, you will see the dashboard. Here, you can click on the ‘Access Now’ button for Pabbly Connect, which will direct you to the Pabbly Connect dashboard where you can create your workflow.
2. Creating a New Workflow in Pabbly Connect
In the Pabbly Connect dashboard, you need to create a workflow by clicking on the ‘Create Workflow’ button. A dialog box will appear asking for a name and folder selection. Name your workflow as ‘Create WooCommerce Customer on Jotform Submission’. using Pabbly Connect
After naming your workflow, select a folder where you want to save it. For example, you can choose ‘Jotform Automations’ from the dropdown menu. Once everything is set, click the ‘Create’ button to proceed.
3. Setting Up the Trigger Event: Jotform
Now that your workflow is created, you need to set up the trigger event. Select Jotform as your trigger application and choose the ‘New Response’ event. This event will capture new submissions from your Jotform. using Pabbly Connect
Upon selecting the trigger, Pabbly Connect will provide a webhook URL. Copy this URL, as you will need it to connect Jotform to Pabbly Connect. Go to your Jotform settings, navigate to the Integrations page, and find the Webhooks option to paste the URL.
- Open your Jotform and go to Settings.
- Select Integrations and search for Webhooks.
- Paste the copied webhook URL and click ‘Complete Integration’.
After completing the integration, return to Pabbly Connect, where you will see that it is waiting for a response from Jotform. This indicates that the connection has been established successfully.
4. Testing the Integration with a Jotform Submission
To test whether the integration is working correctly, perform a test submission on your Jotform. Fill in the required fields such as full name, phone number, and email, then click the submit button.
Once the submission is done, return to Pabbly Connect to check if it captures the response. You should see the details of the test submission, confirming that Jotform is successfully connected to Pabbly Connect.
5. Setting Up the Action Event: WooCommerce
After confirming that the trigger is set up correctly, the next step is to set up the action event. Select WooCommerce as the action application and choose the ‘Add New Customer’ event. This will allow you to create a new customer in your WooCommerce account based on the Jotform submission. using Pabbly Connect
Click the ‘Connect’ button to establish a connection. You will need to enter your customer key, customer secret, and website URL from your WooCommerce account. Follow these steps:
- Log in to your WooCommerce account and go to Settings.
- Navigate to the Advanced section and select REST API.
- Click ‘Add Key’ and fill in the required details, then generate the API key.
Copy the generated customer key and secret back into Pabbly Connect. Enter your WooCommerce website URL, ensuring there are no trailing slashes, and click ‘Save’ to complete the connection.
Conclusion
By following these steps, you have successfully integrated Jotform with WooCommerce using Pabbly Connect. Now, whenever a new submission is made on Jotform, a corresponding customer will be created in your WooCommerce account, streamlining your customer management process.
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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