How to Create or Update Keap Contact on FlexiFunnels Purchase Using Pabbly Connect

Learn how to create or update Keap contacts on FlexiFunnels purchases using Pabbly Connect. Step-by-step tutorial with detailed instructions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create or update a Keap contact on a FlexiFunnels purchase, you first need to access Pabbly Connect. This platform enables seamless integration between FlexiFunnels and Keap, automating the entire process.

Start by visiting the Pabbly Connect website and logging into your account. If you’re a new user, you can sign up for free and receive 100 free tasks every month. Once logged in, you will see all Pabbly applications available.

2. Creating a Workflow in Pabbly Connect

Next, create a new workflow in Pabbly Connect to automate the process. Click on the ‘Create Workflow’ button in the top right corner. A dialog box will appear asking for the workflow name and folder selection.

• Enter the workflow name as ‘Create or Update Keap Contact on FlexiFunnels Purchase’.
• Select the appropriate folder for saving your workflow.

After entering the required details, click the ‘Create’ button. This will set up your workflow, which consists of a trigger and an action. The trigger will capture the purchase event from FlexiFunnels, while the action will create or update the contact in Keap.

3. Setting Up the Trigger for FlexiFunnels

Now, it’s time to set up the trigger in your Pabbly Connect workflow. Select FlexiFunnels as the trigger application and choose the ‘New Purchase’ event. This will allow Pabbly Connect to capture the purchase details automatically.

Once selected, Pabbly Connect will provide you with a webhook URL. Copy this URL to integrate with FlexiFunnels. Log into your FlexiFunnels account and navigate to the products page. Here, you will set up the webhook to connect FlexiFunnels with Pabbly Connect.

• Go to the product settings and select ‘Set Rules’.
• Select ‘Webhook’ and enter the copied URL.

After saving the webhook settings, return to your Pabbly Connect workflow. You will see that it is now waiting for a webhook response, indicating that the setup is successful.

4. Performing a Test Purchase

To ensure that everything is working correctly, perform a test purchase on your FlexiFunnels product. This step is crucial as it allows Pabbly Connect to capture the purchase data. Fill in the required customer details and complete the order.

Once the purchase is completed, return to your Pabbly Connect workflow. You should see the captured response indicating that the trigger has successfully captured the purchase event. This response includes essential details such as the customer’s name, email, address, and ZIP code.

Verify that all information is correct and that the response is accurately reflecting the data entered during the test purchase. This confirms that the connection between FlexiFunnels and Pabbly Connect is functioning as expected.

5. Setting Up the Action to Create or Update Keap Contact

Now that the trigger is set up, it’s time to configure the action in Pabbly Connect. Select Keap as the action application and choose the ‘Create/Update Contact’ action event. This step is essential for adding or updating the contact in your Keap account based on the purchase data captured.

Click on the connect button to authorize Pabbly Connect to access your Keap account. After granting permission, you will need to map the data fields from the previous step to the corresponding fields in Keap. This includes the customer’s first name, last name, email, and address.

Map the first name and last name from the captured response. Ensure the email and address fields are also mapped correctly.

After mapping all necessary fields, click on the ‘Save and Send Test Request’ button. If successful, you will receive a positive response indicating that the contact has been created or updated in your Keap account. Check your Keap account to confirm the new contact is listed.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to create or update Keap contacts based on purchases made through FlexiFunnels. This automation not only saves time but also ensures that your customer data is always up to date. By following these steps, you can streamline your workflow and enhance your customer management process.