How to Add Freshsales Lead from New WooCommerce Customer

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.

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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.