How to Create HubSpot Contact on FlexiFunnels Purchase with Pabbly Connect

Learn how to automate HubSpot contact creation for FlexiFunnels purchases using Pabbly Connect in this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting the URL Pabbly.com/connect/INR. This platform allows you to automate tasks without coding skills.

Upon reaching the homepage, you will see options to sign in or sign up for free. If you are a new user, click on ‘Sign Up for Free’ to create an account and receive 100 free tasks every month.

2. Creating a Workflow in Pabbly Connect

After logging into your Pabbly Connect account, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button.

A dialog box will prompt you to name your workflow. Enter ‘Create HubSpot Contact on FlexiFunnels Purchase’ and select the appropriate folder for your automation. Once done, click ‘Create’.

• Name your workflow clearly for easy identification.
• Select a folder that categorizes your workflow effectively.
• Click ‘Create’ to proceed to the next step.

You are now ready to set up triggers and actions for your workflow.

3. Setting Up the Trigger with FlexiFunnels

In this step, you will set FlexiFunnels as the trigger application in your Pabbly Connect workflow. Select ‘FlexiFunnels’ as the trigger application and choose ‘New Purchase’ as the trigger event.

Next, you will need to set up a webhook URL provided by Pabbly Connect. This URL will capture data when a purchase is made in FlexiFunnels. Copy the webhook URL and follow the instructions to insert it into your FlexiFunnels account.

• Select the specific product for which you want to capture purchases.
• Paste the copied webhook URL into the designated field in FlexiFunnels.
• Save the settings to establish the connection.

Now that the trigger is set, you can proceed to test the connection and ensure it captures data correctly.

4. Testing the Integration with a Dummy Purchase

To test your integration, make a dummy purchase of the selected product in FlexiFunnels. This will send a test response to Pabbly Connect and confirm that the connection is working correctly.

Fill in the necessary details on the purchase page, such as name, email, and payment information. Once the purchase is complete, return to Pabbly Connect to check if the response has been captured successfully.

Ensure all information entered is correct for the test. Check for the response in Pabbly Connect after the purchase. Verify that all details match the information submitted during the purchase.

If the response is captured correctly, you are ready to set up the action step to create a contact in HubSpot.

5. Creating a HubSpot Contact from FlexiFunnels Purchase

Now, select HubSpot as the action application in Pabbly Connect. Choose ‘Create Contact’ as the action event. You will need to connect your HubSpot account to Pabbly Connect by clicking on ‘Connect’.

Once connected, you will map the fields from the previous response to create a new contact in HubSpot. This includes mapping details like name, email, and address directly from the captured response.

Map the customer details accurately to ensure correct data transfer. Use the mapping feature to automate data entry for future purchases. Finish by saving and testing the action step to confirm the contact is created.

After completing these steps, you will see that every new purchase in FlexiFunnels automatically creates a contact in HubSpot, streamlining your customer management process.

Conclusion

In this tutorial, we explored how to automate the creation of HubSpot contacts when a purchase is made in FlexiFunnels using Pabbly Connect. By following these steps, you can efficiently manage customer data and enhance your CRM capabilities.

Utilizing Pabbly Connect simplifies the integration process, allowing you to focus on your business while ensuring that all customer information is captured seamlessly.