Have you ever tried integrating WooCommerce and Freshsales?
Maybe you have but do you the easiest way to do so without any coding?
In this blog, I’m going to show the step by step procedure using Pabbly Connect service. And automate the lead creation on Freshsales whenever a new customer is added on WooCommerce. Pabbly Connect is the best option available in the market for the purpose of integrating multiple services together to share data. Also, the interface is extremely easy-to-use & tasks automation takes only a few minute intervals. You can automate repetitive tasks using this service very easily.
But before getting into the whole procedure let’s first understand a bit about the services that are involved in the workflow.
WooCommerce is an E-commerce plugin for WordPress. It allows websites to create & manage online stores. It offers multiple vital features like inventory and tax management, secure payments, shipping integration etc.
On the other hand, Freshsales is an online customer relationship management (CRM) solution that helps businesses to manage their interactions with their customers. Its specialities include one-click phone, sales management, sales lead tracking, event tracking and more.
By integrating these two software you can easily create leads automatically on Freshsales for every new customer entry on WooCommerce. This way you’ll save your time in manual & repetitive task of creating leads for the WooCommerce new customers.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
As we are going to use Pabbly Connect for the WooCommerce to Freshsales integration here, let’s know a wee bit about this service too. Pabbly Connect is an affordable choice to connect numerous services together for sharing information in real-time.
It offers multiple premium features such as routers, formatters, instant triggers, multi-step calls & supports thousands of app integrations even in the free plan.
Now, without any further delay, let’s follow the step by step procedure to integrate WooCommerce and Freshsales straightaway.
Step 1: Sign up to Pabbly Connect
Initially, visit the Pabbly Connect website & hit the ‘Sign-Up Free‘ button. Next on the registration page that opens subsequently either use your existing Google account or manually fill the registration form to signup.
Step 2: Access Pabbly Connect
After successfully logging in, hit the ‘Access Now’ button of the software ‘Connect’ in the Pabbly application.
Step 3: Workflow for WooCommerce with Freshsales Integration
(a) Start with a New Workflow
Start with creating a workflow to add a lead on Freshsales for every new WooCommerce customers & to do this push the ‘Create Workflow’ button first.
(b) Name the Workflow
Now, name the workflow as per your need (for instance: WooCommerce to Freshsales etc) and push the ‘Create’ button available here.
Step 4: Setting Trigger for WooCommerce to Freshsales Integration
To automatically add Freshsales leads for the newly WooCommerce customer, you’ll need to set-up a trigger on the new WooCommerce customer and its respective action to add a lead on Freshsales using Pabbly Connect.
(a) Select Application you want to integrate
When you click on the create button to generate the workflow, a page containing the trigger window will open next.
Select the ‘WooCommerce’ app from the ‘Choose App’ field drop-down options.
(b) Select Method & Copy Webhook URL
Select the method in here to be ‘New Customer Created’ & then copy the given webhook URL.
Step 5: Connecting WooCommerce to Pabbly Connect
Sign-in your WordPress site and go to the backend dashboard.
(a) Go to Your WordPress WooCommerce Settings
If you have the WooCommerce plugin enabled on your WordPress site then click on the ‘WooCommerce’ option available in the left-vertical menu. And then click on the ‘Settings’ option in the secondary menu that become visible after clicking/hover on the ‘WooCommerce’ option.
Else, if you don’t have the WooCommerce plugin enabled for your website then install it & do enable it first. And follow the above-explained steps after that.
(b) Click on the Advanced Settings Option
Next, you will see a page carrying all the WooCommerce general settings. Click on the ‘Advanced’ option on this page’s menu.
(c) Click on Webhooks
Further, another page will open up carrying another secondary menu below the setting’s menu i.e, Page setup. Click on the ‘Webhook’ option in it.
(d) Click on ‘Add Webhook’ Button
A page carrying all the webhooks created so far on the site will open up.
Strike the ‘Add webhook’ button present next to the ‘Webhooks’ head.
(e) Paste the Delivery URL
A ‘Webhook data’ page will open up, fill in the name of your Webhook.
Set the ‘Status’ as ‘Active’ and select the ‘Topic’ field value to be ‘Order Created’ from this field’s drop-down menu.
Paste the copied Pabbly Connect Webhook URL in the ‘Delivery URL’ field.
Lastly, hit the ‘Save Webhook’ button.
Step 6: Test the Response in Pabbly Connect Dashboard
As we can see we are done setting up the trigger to gather the data of a newly submitted WooCommerce customer. So, let’s test the trigger setting by making a registration form entry on WooCommerce.
(a) Capture Webhook Response
To test a trigger, push the ‘Capture Webhook Response’ button on Pabbly Connect trigger window.
(b) Make a Registration on WooCommerce Site
Go to your the WooCommerce account and make a test registration by filling in the details.
(c) Trigger Response
In the trigger response, you can check all the registration form feeds.
Step 7: Setting Action for WooCommerce to Freshsales Integration
Now, as we have gathered all the necessary information to create a Freshsales lead from WooCommerce response. We can proceed to feed this data as an action so that a new lead gets created automatically.
(a) Select Application you want to Integrate
Next, push the plus button next to the Freshsales action.
Select the app to integrate as ‘Freshsales’ and method as ‘Create Lead’.
Lastly, click on the ‘Connect with Freshsales’ button.
(b) Login in Your Freshsales Account & Go to Settings
Now, go to your Freshsales account and click on the ‘Settings’ option from the profile options. For this, click on the profile icon and then click select the ‘Settings’ option.
(c) Copy the API Key
Next, click on the ‘API Settings’ option from the ‘Personal Settings’ menu options.
Then, copy the key given.
(d) Paste the Freshsales API Key on Pabbly Connect
Paste the copied Freshsales API key with a prefix ‘Token token=’ on Pabbly Connect window’s API key field.
Also, mention the ‘Sub Domain’ as per the directions given in the help text given below it.
(e) Map the Fields
Now, map the first name and other required fields.
To map a value, place your cursor in the field.
Then, click the menu button (three horizontal lines) next to that particular field.
Click-select the value that you want to map with the respective field.
(f) Send Test Request
Click on ‘Save & Send Test Request’ button.
(g) Check & Save Response
You can check the response of your API in the action window. If everything is good, the response will start showing the details. Save the action API’s response by hitting the ‘Save’ button at the bottom of the action API’s response.
Step 8: Check Response in Freshsales Dashboard
Also, you can check the lead’s entry on your connected Freshsales account.
Well, this is all about ‘How to add Freshsales lead from new WooCommerce customer’. Consequently, after completing the step by step procedure, you will end up creating Freshsales leads from the new WooCommerce customer automatically.
Go grab, Pabbly Connect for FREE with all its premium features.
Also, do comment your feedback below over this integration.