How to Create Freshdesk Contact from Paid Razorpay Order

How to Create Freshdesk Contact from Paid Razorpay Order

Are you tired of looking for a way to auto-create Freshdesk contact for newly paid Razorpay order without coding? If yes then this could be the end of your search. As here, we are going to explain the no-code procedure for Freshdesk and Razorpay integration using Pabbly Connect.

How to Create Freshdesk Contact from Paid Razorpay Order

But, before jumping directly on the procedure, let know a little bit about the service that we are going to integrate here. Razorpay is a payment gateway to accept payment using different payment modes such as cards, net banking, wallets etc. On the other hand, Freshdesk is an online cloud-based customer service software that provides helpdesk support.

Consequently, after integrating these two services together you can automatically add contacts on Freshdesk whenever there is a new paid order on Razorpay. This way, all your paid customers automatically get entered on your customer support software.

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

Sign Up To Pabbly Connect  

However, there is no direct integration of these two services. So, we are going to make this possible using Pabbly Connect.

Pabbly Connect is the best affordable automation software available online that can help you save a lot of time in manual repetitive tasks. This would be just a one-time set-up and the services start sharing data in real-time automatically.

Apart from the integration, Pabbly Connect offers many premium features even in the free plan. Some remarkable features include using routers, formatters, instant triggers, multi-step calls & support to thousands of app integrations.

In this tutorial, we will discover how to connect Freshdesk and Razorpay in real-time. Additionally, we have attached a template for this integration to help you get started more-quickly. Click on the ‘Use Workflow’ button below to get started. Also, you can go to the App Directory and look for more apps & integrations.

How

Create Freshdesk Contact from Paid Razorpay Order

Now, without taking any more of your time, let’s get directly on track & follow the step by step procedure to integrate Razorpay and Freshdesk.

How to Create Freshdesk Contact from Paid Razorpay Order (step by step)

Step 1: Sign up to Pabbly Connect

Sign Up

Begin with visiting the Pabbly Connect website. Then hit the ‘Sign-Up Free‘ button available on the home page. Next on the registration page that opens subsequently either use your existing Google account or manually fill the registration form to signup.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After successfully logging in, strike the ‘Access Now’ button of the software ‘Connect’ in the Pabbly application.

Step 3: Workflow for Razorpay with Freshdesk Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow to add a contact on Freshdesk for every new Razorpay order & to do this push the ‘Create Workflow’ button first.

(b) Name the Workflow

razorpay_to_freshdesk_workflow

Now, name the workflow as per the integration or use-case (for instance: Razorpay to Freshdesk etc) and strike the ‘Create’ button available.

Step 4: Setting Trigger for Razorpay to Freshdesk Integration

To automatically add Freshdesk subscriber for the newly added Razorpay orders, you’ll need to set-up a trigger on the new Razorpay orders and its respective action to add a contact on Freshdesk using Pabbly Connect.

(a) Select Application you want to integrate

integrate_razorpay

When you click on the create button, a page containing the trigger window will open up next.

Select the ‘Razorpay’ app from the ‘Choose App’ field’s drop-down options.

(b) Select Method & Connect with Razorpay

select_method_and_copy_url

Select the method to be ‘Order Paid’ & then click on ‘Connect with Razorpay’ button.

Step 5: Connecting Razorpay to Pabbly Connect

To connect Razorpay with Pabbly connect, you’ll need to sign-in your Razorpay account & create a webhook first.

(a) Go to Your Razorpay Settings

razorpay_webhook_settings

After successfully logging into your Razorpay account, click on the ‘Settings’ option from the left vertical menu.

On the settings page, click on ‘Webhooks’.

Lastly, hit the ‘+ Add New Webhook’ button.

(b) Paste the Webhook URL & Create a Webhook

razorpay_create_webhook

A window asking for webhook information will open up, paste the copied Pabbly Connect Razorpay trigger webhook URL in the ‘Webhook URL’ field.

Next, select the ‘Action Events’ field’s value as ‘order.paid”

Finally, hit the ‘Create Webhook’ button present at the bottom right corner of the window.

Step 6: Test the Response in Pabbly Connect Dashboard

As we can see we are done setting up the trigger for Razorpay and Freshdesk integration. So, let’s test the trigger setting by making a test payment on Razorpay.

(a) Capture Webhook Response

capture_webhook_response

To test the trigger setting, strike the ‘Capture Webhook Response’ button on your Pabbly Connect trigger window.

(b) Access Any Razorpay Payment Page

open_payment_page

Now, go back to your Razorpay payment dashboard and access any payment page.

(c) Make a Payment

Make a Payment

Fill in all the details to make a payment and complete the payment process.

(d) Check & Save Trigger Response

Check & Save Trigger API Response

Once you successfully complete a payment, the Pabbly Connect trigger response will start showing the data of the current purchase. Check and Save the trigger response.

Step 7: Setting Action for Razorpay to Freshdesk Integration

Now, as we have gathered all the necessary information to create contact on Freshdesk from Razorpay response. We can now proceed to feed this data as an action so that a new contact will get created automatically for every new Razorpay paid order.

(a) Select Application you want to Integrate

integrate_freshdesk

Next, hit the plus button next to the Razorpay trigger.

Select the app to integrate as ‘Freshdesk’ & method as ‘Create Contact’.

Lastly, push the ‘Connect with Freshdesk’ button.

(b) Go to Freshdesk Profile Settings

freshdesk_profile_settings

Next, sign-in and go to your Freshdesk dashboard. Click on the profile icon and select the ‘Profile Settings’ option from the menu that opens.

(c) Copy the API Key

copy_freshdesk_api_key

You’ll see an API key on the profile settings page, select and simply copy it.

(d) Paste the API Key, Password & Subdomain

paste_freshdesk_api_password_and_subdomain

Paste the copied Freshdesk API key, your Freshdesk account password and the Freshdesk Subdomain as per the help text given below it.

(e) Map the Fields

map_field_values

Now, map the full name & other required fields.

To map a value, place your cursor in the field.

Then, hit the menu button (three horizontal lines) next to that particular field.

Click-select the value that you want to map with that respective field.

(f) Send Test Request

send_test_request_for_action

Next, click on the ‘Save & Send Test Request’ button.

(g) Check & Save Response

check_and_save_action_api_response

You can check the response of your API in the action window. If everything is good, the response will start showing all the details but if there is some error while sending the data then it will show you the error. Hit the ‘Save’ button to save the action API’s response.

Step 8: Check Response in Freshdesk Dashboard

contact_entry_on_freshdesk

Also, you can check the contact’s entry on your connected Freshdesk account.

Wind-Up

Well, this is all about ‘How to create Freshdesk contact from paid Razorpay order’. Consequently, after completing the step by step procedure, you will end up creating Freshdesk contacts from the newly paid Razorpay orders automatically.

Grab, Pabbly Connect for FREE with all its premium features.

Also, do comment your feedback below over this integration.

You May Also Like to Read:

How to Add AWeber Subscriber From New Revue Subscriber

How to Add AWeber Subscriber From New Revue Subscriber

Do you want to automate the manual task of adding Revue subscriber from newly added AWeber subscriber in real-time and that too without any coding

How to Add AWeber Subscriber From New Revue Subscriber

Won’t that be convenient and time saving for you? Well, it could be a great help. To automate this, you’ll need a connecting service that will help you in sharing data, after that you are all set. For this, I’ll be using Pabbly Connect, as after using multiple such software, I found it the best for automating repetitive task within just a few clicks.

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

Sign Up To Pabbly Connect  

But before getting started with the integration procedure, let’s understand about the services that we are about to integrate. Revue is an editorial newsletter tool for writers & publishers. Whereas AWeber is an email marketing software that helps its customers to send mass emails.

Consequently, after integrating these two services together you can automatically add subscribers on AWeber whenever there is a new subscriber entry on Revue. This way, you can save time from manually creating subscribers for both the services separately.

Apart from the integration, Pabbly Connect offers many premium features even in the free plan. Some remarkable features include using routers, formatters, instant triggers, multi-step calls & support to thousands of app integrations.

Now, without taking any more of your time, let’s get directly on track & follow the step by step procedure to integrate Revue and AWeber.

How to Add AWeber Subscriber From New Revue Subscriber (step by step)

Step 1: Sign up to Pabbly Connect

Sign Up

Begin with visiting the Pabbly Connect website. Then hit the ‘Sign-Up Free‘ button available on the home page. Next on the registration page that opens subsequently either use your existing Google account or manually fill the registration form to signup.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After successfully logging in, strike the ‘Access Now’ button of the software ‘Connect’ in the Pabbly application.

Step 3: Workflow for Revue with AWeber Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow to add subscribers on AWeber for every new Revue subscriber & to do this push the ‘Create Workflow’ button first.

(b) Name the Workflow

revue_to_aweber_workflow

Now, name the workflow as per the integration or use-case (for instance: Revue to AWeber etc) and strike the ‘Create’ button available.

Step 4: Setting Trigger for Revue to AWeber Integration

To automatically add AWeber subscriber for the newly Revue subscriber, you’ll need to set-up a trigger on the new Revue subscribers and its respective action to add a subscriber on AWeber using Pabbly Connect.

(a) Select Application you want to integrate

integrate_revue

When you click on the create button, a page containing the trigger window will open up next.

Select the ‘Revue’ app from the ‘Choose App’ field’s drop-down options.

(b) Select Method & Connect with Revue

connect_with_revue

Select the method to be ‘New Subscriber’ & then click on ‘Connect with Revue’ button.

Step 5: Connecting Revue to Pabbly Connect

To connect Revue with Pabbly connect, you’ll need to sign-in your Revue account & locate the API key first.

(a) Go to Your Revue Settings

revue_settings

After successfully logging into your Revue account, click on your profile icon. Then select the ‘Account Settings’ option from the drop-down menu.

On the account settings page, click ‘Integrations’.

(b) Copy the API Key

copy_api_key

Scroll to the bottom of the page and select & copy the API key given.

(c) Paste the API Key

paste_api_key

Paste the copied Revue API key on Pabbly Connect trigger connection.

Step 6: Test the Response in Pabbly Connect Dashboard

As we can see we are done setting up the trigger for Revue and AWeber integration. So, let’s test the trigger setting by making a test registration entry on Revue.

(a) Send Test Request

send_test_request_for_trigger

To test the trigger, strike the ‘Save & Send Test Request’ button on your Pabbly Connect trigger window.

(b) Make a Newsletter Subscription

click_on_the_link_on_revue_account

To make a newsletter subscription, first, click the link on your Revue account (as shown in the above image).

(c) Enter Email ID for Newsletter Subscription

add_a_test_subscriber

After clicking on the link, you’ll be directed to a page. Fill-in the test email and click on the ‘Subscriber Now’ button next to it.

(d) Confirm your Subscription

confirm_subscription

Now, go to the email inbox of the test email address that you filled in the last step. and confirm your subscription on Revue by clicking the link given on your email.

(c) Check & Save Trigger Response

check_and_save_trigger_api_response

Check the trigger response for the recent test Revue subscription.

Step 7: Setting Action for Revue to AWeber Integration

Now, as we have gathered all the necessary information to create an AWeber subscriber from Revue response. We can proceed to feed this data as an action so that a new subscriber will get created automatically.

(a) Select Application you want to Integrate

integrate_aweber

Next, hit the plus button next to the Revue trigger.

Select the app to integrate as ‘AWeber’ & method as ‘Add Subscriber’.

Lastly, push the ‘Connect with AWeber’ button.

(b) Connect with AWeber

connect_with_aweber

Next, click on the ‘Connect with AWeber’ button on the window that slides in from the right.

After that, allow your AWeber account to connect with your Pabbly Connect account.

(c) Map the Fields & Send Test Request

map_email_and_send_test_request

Now, map the email id & other required fields.

To map a value, place your cursor in the field.

Then, hit the menu button (three horizontal lines) next to that particular field.

Click-select the value that you want to map with that respective field.

(d) Check & Save Response

check_and_save_action_api_response

You can check the response of your API in the action window. If everything is good, the response will show nothing but if there is some error while sending the data then it will show you the error. Hit the ‘Save’ button at the bottom of the action API’s response.

Step 8: Check Response in AWeber Dashboard

subscriber_entry_on_aweber

Also, you can check the subscriber’s entry on your connected AWeber account.

Wind-Up

Well, this is all about ‘How to add AWeber subscriber from new Revue subscriber’. Consequently, after completing the step by step procedure, you will end up creating AWeber subscribers from the newly entering  Revue subscribers automatically.

Grab, Pabbly Connect for FREE with all its premium features.

Also, do comment your feedback below over this integration.

You May Also Like to Read:

How to Add Zoho Desk Contact from New Shopify Customers

How to Add Zoho Desk Contact from New Shopify Customers

Want to know the easiest way to add Zoho Desk contact from new Shopify customers using an amazing software named Pabbly Connect“.

How to Add Zoho Desk Contact from New Shopify Customers

But, before jumping on that, let’s put a flashlight on both software and the need of integrating it. Shopify is an e-commerce platform that lets you build your own store in minutes. Whereas Zoho Desk is help desk software that helps businesses to focus on the customer queries.

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

Sign Up To Pabbly Connect   

Now as we know owning a Shopify store is common these days but to stay top of your store one must need the best customer service. The service that can help your customers with their queries. And for that, people use Zoho Desk.

However, there is no direct way to integrate this software with Shopify.

Guess what! We are saving you from trouble by suggesting Pabbly Connect which is a real savior that lets you integrate multiple premium applications in a matter of time.

By using this software you can transfer data between different applications in real-time. And you know what!! To use this software, you don’t need to have any coding skills, even a newbie can use it easily. Just go to the App Directory and look for the apps you use to get started.

Here, in this tutorial, we will learn how to connect the Shopify and Zoho Desk in real-time. Also, we have a template for this integration to help you get started quickly. Click the Use Workflow button below to get started.

How

Add New Shopify Customers to Zoho Desk as Contacts

So, buckle up for the integration process.

How to Add New Shopify Customers to Zoho Desk as Contacts (step by step)

Step 1: Sign up to Pabbly Connect

Sign Up

Firstly, start the process of connecting Shopify to Zoho Desk by clicking on the “Sign Up Free” icon on the Pabbly Connect dashboard. Further, fill-up all the details manually or you can sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, to create a Zoho Desk contact from the new Shopify customers, login into the Connect account, then click on the “Access Now” button as shown in the above image.

Step 3: Workflow for Shopify to Zoho Desk Integration

(a) Start with a New Workflow

Create New Workflow

Further, start the process of building a workflow for integration by clicking on the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Moreover, add the name of workflow which in our case is “Shopify to Zoho Desk”. Nevertheless, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for Shopify to Zoho Desk Integration

Next, after building a workflow, you have to choose the app to create a workflow for integrating Shopify to Zoho Desk. Pabbly Connect proffers unlimited actions and triggers, click here to get unlimited workflows for free.

(a) Select Application you Want to Integrate

Select Shopify

The following step is to select “Shopify” from the dropdown, then choose the “New Customer” option to append every customer data from the software into Zoho Desk.

(b) Copy the Webhook URL

Copy the Webhook URL

The next step is to copy the webhook URL which is appearing on the dashboard.

Step 5: Connecting Shopify to Pabbly Connect

To save customer’s data from Shopify into Zoho Desk as contact, you gotta paste the copied Webhook URL in the software. For that, you have to log in to your Shopify account.

(a) Go to Shopify Settings

Go to Settings

After login into the Shopify account, go to the “Settings” section on the bottom of the dashboard.

(b) Click on Notifications

Click on Notifications

Next, when you click on “Settings”, it will open up a tab with a different option. Just click on the “Notifications” option to paste the Webhook URL.

(c) Move to Webhook Option

Move to Webhook Option

Below in the “Notification” tab, you will see the Webhook option, just click on the “Create Webhook” button.

(d) Paste the Webhook URL

Paste the Webhook URL

As soon as you click on the “Create Webhook” option, it will open up the window with a certain option. In “Event”, choose “Customer Creation” from the dropdown, the “Format” would be JSON. Simply paste the copied URL in the “URL” column. Lastly, click on “Save Webhook” to save the setting.

(e) Create Account from Customer End

Create Account from Customer End

Now, to test the whole integration we will fill out the form of creating an account from the customer end. Just fill in all the details and hit the “Create” button. Make sure to hit the “Capture Webhook Response” button in the Pabbly Connect dashboard.

(f) Check Response in Shopify Backend

Check Response in Shopify Backend

Further, when you check the admin end of the Shopify store, you will see the entry will appear there.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response

Further, when you click on the “Create” option in the Shopify account, the entry will appear on the “Pabbly Connect” dashboard. Further, click on the “Save” option.

Step 7: Setting Action for Shopify to Zoho Desk Integration

Now, to make this Shopify – Zoho Desk integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Zoho Desk

Subsequently, click on the “+” icon to add an action for your trigger. In our case, it is the “Zoho Desk”. Then, select the “Create Contact” option.

(b) Click the Connect Button

Click the Connect Button

Moreover, after making all the necessary changes, click on the “Connected with Zoho Desk” button. Further, it will open the authorization window, for which you have to log in to your Zoho Desk account.

(c) Fill Domain Name

Fill Domain Name

As soon as you click on the connected button, it will open up the “Authentication” window where you have to fill in the domain name.

(d) Map Field Details

Map Field Details

Furthermore, map the required field from the drop-down such as for the name, select the name, and for the email address, map the email address.

(e) Save and Send Test Request

Save and Send Test Request

Subsequently, after filling in all the details, save the setting and then “Send Test Request” to test the Shopify Zoho Desk integration.

Step 8: Check Response in Zoho Desk Dashboard

Check Response in Zoho Desk Dashboard

Lastly, when you check the Customer section in Zoho Desk, your entry will automatically appear there.

Now you know how to add new Shopify customers to Zoho Desk as contacts.

Conclusion –

Kudos! Here we have provided step by step procedure of how to add Zoho Desk contact from new Shopify customers. Now you know how easy is to integrate Shopify with Zoho Desk using Pabbly Connect. Not only this, one can use this software to connect unlimited apps within minutes.

So just stop right there from whatever you’re doing! And grab lifetime access to Pabbly Connect for free.

You May Also Like To Read –

How to Auto-send Email via Gmail from Completed Todoist Task

How to Auto-send Email via Gmail from Completed Todoist Task

In this blog, we are going to illustrate the step by step procedure to auto-send email via Gmail from completed Todoist task automatically using Pabbly Connect. This will automate the process to auto-send email via Gmail from the completed Todoist task.

How to Auto-send Email via Gmail from Completed Todoist Task

But before moving forward, let’s know a wee bit about both the software & why there is a need to integrate Todoist to Gmail. As we all know, Todoist is a to-do list and task manager for professionals and small businesses that offer combining tasks, projects, comments, attachments, notifications, and more. Whereas, Gmail is a free email service introduced by Google. It allows sending and receiving mails over the Internet.

By connecting these two services, one can automatically send email via Gmail from completed Todoist Task. To help you with this we are recommending the best automation and integration software named Pabbly Connect.

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

Sign Up To Pabbly Connect 

Pabbly Connect is one of the best automation and integration tools that allow you to connect unlimited apps without any coding skills. Moreover, you can also access its features such as filters, path routers, etc even in its free plan.

Here in this blog, we will understand how to auto-send email via Gmail from completed Todoist task using Pabbly Connect. So, let’s start the integration process.

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s begin the process to auto-send email via Gmail from completed Todoist task by visiting the website of Pabbly Connect and then click on the “Sign-Up Free” button. On the registration page, either signup using an existing Gmail account or manually fill out the form.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Once you have completed the signup process, click on the Connect section in the dashboard to access Pabbly Connect.

Step 3: Workflow for Todoist to Gmail Integration

(a) Create New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow “Todoist to Gmail”, you can obviously name the workflow as per your requirements and needs.

Step 4: Setting Triggers for Todoist to Gmail Integration

After naming your workflow, you have to select the application you want to integrate. Pabbly Connect allows you to integrate unlimited premium applications, create your free account now.

(a) Select Application you want to Integrate

Select Todoist

Now, you have to select the application that you want to integrate. In this case, we are choosing “Todoist” for integration. After selecting the application select “Task Completed” in the choose method section.

(b) Copy the Webhook URL

Copy the Webhook URL

After selecting the application, now you have to copy the webhook URL just like in the above-shown image to take further the integration process.

Step 5: Connecting Todoist to Pabbly Connect

To connect Todoist with Pabbly Connect, you have to paste the copied webhook URL in the software, for that, you need to log in to your Todoist account.

(a) Click the App Management Console Link

Click on the Link Todoist

To paste the copied webhook URL in Todoist, click on the given “App Management Console” link to reach the app management page in Todoist.

(b) Create a New App

Click on Create New App Todoist

Next, click on the given “Create a New App” button in Todoist.

(c) Name the App

Name the App Todoist

Now, you have to name the app according to your needs, and then click the “Create App” button.

(d) Create Test Token

Click on Create Test Token Todoist

After naming the app, now simply scroll down and hit the “Create Test Token” button to paste the webhook URL.

(e) Paste the Webhook URL

Paste the Webhook URL Todoist

In this step, again scroll down and in the webhooks section, paste the copied webhook URL and click on the “Item Completed” option. After making all the changes, click the “Activate Webhooks” button.

Step 6: Complete a Task

To check if the integration is capturing data or not, we will complete a task in Todoist.

Select a Project Todoist

Now, to complete a task, first, you have to select a project in your Todoist account and then select any task and click on it to complete it. Before clicking on the task click on the “Capture Webhook Response” in Pabbly Connect.

Step 7: Test the Submission in Pabbly Connect Dashboard

Save the Webhook Response

As soon as you click on the task in Todoist and “Capture Webhook Response” in Pabbly Connect the entry will appear on the Pabbly Connect dashboard. Then, click on the “Save” option.

Step 8: Setting Action for Todoist to Gmail Integration

To make this Todoist-Gmail integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Gmail

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose “Gmail” to integrate and in the method section select “Send an Email”.

(b) Click the Connect Button

Click Connect Gmail

After choosing the application click on the “Connect with Gmail” button to move forward.

Step 9: Connecting Gmail to Pabbly Connect

To connect Gmail to Pabbly Connect, you have to authorize the application. For this, you have to log in to your Google account.

(a) Authorize Application

Authorize Application

Next, to authorize your Gmail account, you need to again click on the “Connect with Gmail” button and then select your Google account through which you want to login.

(b) Map the Fields

Map the Fields

After connecting with your Google account, map all the fields quickly like name, email, etc by clicking on the map button given at the side of every field.

(c) Send Test Request

Send Test Request

Once you are done adding up all field data click on the “Save & Send Test Request” button.

Step 10: Check Response in Gmail Dashboard

Check Response

Here, you can see that integration was successful and the email has been delivered via Gmail about the completed task in Todoist automatically. Now, after this integration, whenever there will be any new task completion in Todoist, the email will be delivered automatically. You won’t have to worry about anything.

Conclusion –

Conclusively, now you know “How to Auto-send Email via Gmail from Completed Todoist Task . This is a one-time process, now all your manual work will be done by the online business automation & integration tool i.e Pabbly Connect. Just follow this step by step procedure mentioned above & your Todoist to Gmail integration is all set.

So, what are you waiting for? Go ahead & catch your deal by signing up for a free account.

You May Also Like to Read –

Common Problems with Google Sheets Integration in Pabbly Connect

  1. Error: ‘Authorization is Required’
  2. Lookup Action not Returning All the Matched Rows
  3. Google Sheets Values not Updating
  4. Don’t Want to Capture a Few Entries
  5. Trigger is not Working While Updating Specific Cell
  6. Added Data in Sheet but Trigger is not Working

I’m getting an error “Authorization is required”, how can I fix it?

Common

The “authorization is required” error is a very common error among the users who use Google Sheets for integration. This error arises when you are logged into multiple Google accounts in the same window while setting up the Google Sheets add-on. To avoid this error, create your workflow in the incognito window or if you are creating it in a normal window, please make sure that you are logged into a single Google account only.

Why does Lookup Action does not return all the matched rows of the Google Sheets?

Because of its limitation, presently, the Lookup feature is able to search for the same values only up to 3 rows hence, it is not fetching all the matched rows from Google Sheets.

Common


Common

Why the values in the Google Sheets are not updated in a specific column rather it is getting shifted one field back when I’m using the “Add New Row” & “Update Row” action event?

Let’s assume, your Google sheet has 4 columns – First Name, Last Name, Email, Phone. And, the user skipped filling the “Last Name” as it was not a mandatory field. Then the rest of the values will shift one column back i.e, the “Email” will get updated in the “Last Name” column. In such cases, while mapping your data, use {{skip}} function in the fields which are not mandatory, simply write {{skip}} in the field. This will skip the cell which the user may leave blank while filling up the form.

Common

You can also use “Append Value Method” in Google Sheets integration or else you can make all the fields mandatory to save yourself from such glitches.

I don’t want to capture few entries in my Google Sheets irrespective of the user has filled those fields or not when I’m using the “Add New Row” & “Update Row” Action Event? How can I do that?

Common

While mapping the data in Pabbly Connect, simply write {{blank}} to those fields in which you don’t want to capture entries to your Google Sheets.

Why does the trigger is not working when I’m updating the value of the specific cell in Google Sheets?

Because the trigger for updating the existing values of a specific cell is not available in Pabbly Connect at the moment. However, you can update the values of an entire row along with the configured column.

The data is added in Google Sheets but not triggered in Pabbly Connect

If you are adding the data manually to Google Sheets then enable the Send on Event option to trigger the values & your values will be triggered immediately.

Or, if you are adding it from any external source, then enable the Auto Send on Schedule option to trigger the values. However, it takes one hour to trigger the values.

Common

 

How to Add ActiveCampaign Contact from New Shopify Customers

How to Add ActiveCampaign Contact from New Shopify Customers

Are you in search of a way to add ActiveCampaign contact from new Shopify customers? If yes!! Then, this could be the end of your search. As here, we are going to integrate Shopify with ActiveCampaign using Pabbly Connect.

How to Add ActiveCampaign Contact from New Shopify Customers

Wouldn’t that be too helpful and time-saving for you? Well, If only you can use a connecting service that can enable you to migrate information then you are all set. In this blog, I’ll be using Pabbly Connect to do so, as I found it as the easiest way to automate my tasks within just a few clicks.

But before starting with the integration process, let’s know a bit about the software that we are about to integrate. Basically, Shopify is an e-commerce platform that offers you to create a website and use their shopping cart solution to sell, ship, and manage your products. Whereas, ActiveCampaign is an online customer relationship management software for managing your sales, marketing, support in a single system.

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

Sign Up To Pabbly Connect 

Subsequently, integrating these two services can help you import all the Shopify customers to ActiveCampaign as contacts in real-time. This way you can keep all your customers updated about all the latest updates and news. Therefore, you don’t have to worry about doing redundant work & can ultimately save a lot of time and effort.

Pabbly Connect is one of the best integration and automation tools that can help you integrate unlimited premium applications, set unlimited triggers & actions, create infinite workflows, etc. Moreover,  you don’t even need to have any coding skills. Just integrate it once & relax, it will handle all the workload later. Furthermore, you can access all the features even in its free plan.

Therefore, without taking any more of your time, let’s start the blog about how to create ActiveCampaign contact for newly added Shopify customers.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process to create ActiveCampaign contact for newly added Shopify customers by pressing the “Sign Up Free” icon on the Pabbly Connect home page. Subsequently, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Following that, after logging into the account, hit the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for Shopify with ActiveCampaign Integration

(a) Start with a New Workflow

Create New Workflow

Begin with creating a workflow for your project by pressing the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow “Shopify to ActiveCampaign”, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Shopify with ActiveCampaign Integration

As soon as you are done with naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to integrate unlimited premium applications, create your free account now.

(a) Select Application you Want to Integrate

Select-Shopify-1

Promptly, you have to select the application that you want to integrate. In this case, we are choosing “Shopify” for integration. In the method section, select “New Customer”.

(b) Copy the Webhook URL

Copy-the-Webhook-URL-6-1

After selecting the application, copy the webhook URL just like in the above-shown image to take further the integration process.

Step 5: Connecting Shopify to Pabbly Connect

Now, in order to connect Shopify with Pabbly Connect, you have to paste the copied webhook URL in the software. Hence, you have to log in to your Shopify account.

(a) Click on Shopify Settings

Click Settings

After logging into your Shopify account,hit the “Settings” option given at the bottom of the screen.

(b) Click on Notifications

How

Following that, hit the “Notifications” option given among several other options.

(c) Click on Create Webhook

How

Promptly, simply scroll down and then hit the “Create Webhook” button to paste the copied webhook URL.

(d) Paste the Webhook URL

Paste the Webhook URL

A dialogue box will appear on your screen, here select “Customer Creation” in the event section & then paste the copied webhook URL. After making all the changes hit the “Save Webhook” button.

Step 6: Add a Sample Customer

Next, in order to check this integration, we will capture the data from Shopify, and for that, we will create a dummy customer on Shopify.

(a) Click on Create Account

Click-on-Create-Account-Shopify-1

Now, its time to add a customer, first, you have to open the online store page of Shopify in the new tab & then hit the “Create Account” option.

(b) Add Details

Add Details

Subsequently, add all the required details of the customer like name, email, etc, and tap on the “Create” button.

(c) Click Submit Button

Click-Submit-Shopify-1

Subsequently, hit the captcha checkbox and then tap on the “Submit” button. But before that, press the “Capture Webhook Response” in Pabbly Connect to capture the data.

Step 7: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

Once you hit the “Capture Webhook Response” in Pabbly Connect and “Submit” in Shopify, the customer info will appear on the Pabbly Connect dashboard. Then, click on the “Save” option.

Step 8: Setting Action for Shopify with ActiveCampaign Integration

Afterward, in order to make this Shopify-ActiveCampaign integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select ActiveCampaign

The next step is to press the “+” icon then select “ActiveCampaign” & in the choose method option, select ”Create a Contact”.

(b) Click the Connect Button

Click the Connect Button

Now, hit the “Connect With ActiveCampaign” button after making all the necessary modifications. Once you do that, the authentication window will open that will ask for API Key & URL for which you have to log-in to your ActiveCampaign account.

Step 8: Connecting ActiveCampaign to Pabbly Connect

Following that, in order to connect Shopify to ActiveCampaign, you need to paste the “API” for which you have to log in to your ActiveCampaign account.

(a) Click on ActiveCampaign Settings

Click on ActiveCampaign Settings

After login, go to the “Settings” option on the left side of the bottom section of the dashboard.

(b) Go to Developer Section

Go to Developer Section to Add New Stripe customers to ActiveCampaign as Contact

Once you go to “Settings”, a tab will open up, where you can see the “Developer” option, just click on it.

(c) Copy the API Key and URL

Copy the API Key and URL to Add New Stripe customers to ActiveCampaign as Contact

Promptly, copy the API & URL appearing on the dashboard.

Step 9: Paste API Key in Pabbly Connect Dashboard

Forthwith, head back to the Pabbly Connect dashboard to paste the API key and URL.

(a) Fill API Key

Fill API Key to Add New Stripe customers to ActiveCampaign as Contact

Next, paste API Key, and in the “URL” column, mention URL. After ensuring all this, hit the “Save” button.

(b) Map Field Data

Map Field Data to Add New Stripe customers to ActiveCampaign as Contact

Then, map the required field from drop-down such as for the email field, select the email option, and for the name field select the name option. Next, after entering all the details, hit the “Send Test Request” button to test the Shopify and ActiveCampaign integration.

(c) Test the Submission and Save

Test the Submission and Save to Add New Stripe customers to ActiveCampaign as Contact

As you can see, the data has been successfully sent to ActiveCampaign. Now simply click on the “Save” button to save the entire workflow.

Step 10: Check Response in ActiveCampaign Dashboard

Check Response in ActiveCampaign Dashboard to Add New Stripe customers to ActiveCampaign as Contact

Finally, when you check the Contact section in ActiveCampaign, your entry will automatically appear there.

Conclusion –

That’s it! Now you know how to add ActiveCampaign contact from new Shopify customers in real-time. This is a one-time process, now all your manual work will be done by the online business automation tool i.e Pabbly Connect. Just follow the step by step procedure mentioned above and your Shopify to ActiveCampaign integration is set.

So, what’s stopping you now! Go and catch your deal by signing up for a free account.

You May Also Like To Read –

How to Add New Workiom Records to Google Sheets as Rows

How to Add New Workiom Records to Google Sheets as Rows

Are you looking to add new Workiom records to Google Sheets as rows automatically? If yes, then your search ends here. Through an amazing service called Pabbly Connect, you can easily integrate any two or more than two software without any coding skills.

How to Add New Workiom Records to Google Sheets as Rows

But before diving into the integration process, let’s first know a little bit about these two software that we are going to connect. So, basically, Workiom is a cloud collaboration service that allows the creation of day-to-day business applications to manage data and workflows. On the other hand, Google Sheets is a spreadsheet program included as part of the free, web-based Google Docs office suite offered by Google within its Google Drive service.

Thus, by integrating these two services, whenever there will be any new record created in Workiom, the info will get automatically updated in Google Sheets. Hence, we are going to use Pabbly Connect for integration.

Pabbly Connect is a fantastic integration and automation software, which allows you to integrate two or more applications and automate all the projects. You just have to do the integration once and then everything will be automatically taken care of by the software.

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

Sign Up To Pabbly Connect 

Other than the integrations, the software also offers many other useful features:

  • Create unlimited workflows without any restrictions
  • Unlimited premium apps
  • Set unlimited triggers, unlimited actions to those triggers
  • Path routers

Moreover, the noteworthy part is that this software is free to get started and you can access all the features with the free plan.

Hence, without taking any more of your time, let’s get started with the blog about how to add new Workiom records to Google Sheets as rows.

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s begin the process to add new Workiom records to Google Sheets as rows by visiting the website of Pabbly Connect and then click on the “Sign-Up Free” button. On the registration page, either signup using an existing Gmail account or manually fill out the form.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Once you have completed the signup process, click on the Connect section in the dashboard to access Pabbly Connect.

Step 3: Workflow for Workiom to Google Sheets Integration

(a) Create New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow “Workiom to Google Sheets”, you can obviously name the workflow as per your requirements and needs.

Step 4: Setting Triggers for Workiom to Google Sheets Integration

After naming your workflow, you have to select the application you want to integrate. Pabbly Connect allows you to integrate unlimited premium applications, create your free account now.

(a) Select Application you want to Integrate

Select Workiom

Now, you have to select the application that you want to integrate. In this case, we are choosing “Workiom” for integration. After selecting the application select “New Record Created” in the choose method section.

(b) Click Connect Button

Click Connect Workiom

After selecting the application, now you have to click the “Connect with Workiom” button just like in the above-shown image to take further the integration process.

Step 5: Connecting Workiom to Pabbly Connect

To connect Workiom with Pabbly Connect, you have to paste the API key from your Workiom account to the Pabbly Connect dashboard and then send a test request. For that, you need to login to your Workiom account.

(a) Go to My Profile

Select Workiom Profile

Now to get the API key, go to your profile section and then select “My Profile”.

(b) Copy the API Key

Copy API Key Workiom

Scroll down and copy the given API key from your Workiom account.

(c) Paste the API Key

Paste the API Key Workiom

Next, paste the copied API key in the Pabbly Connect dashboard and click the “Save” button.

(d) Map the Fields

Map the Fields Workiom

After connecting the Workiom account with Pabbly Connect, now you have to map the required fields like app ID, list ID, etc. These details can be found easily in your Workiom account.

(e) Send Test Request

Send Test Request

Once you have filled in the details, hit the “Save & Send Test Request” button.

(f) Save the API Response

Save API Response Workiom

Here, we can see that these two services are integrated and now we will capture the data from your Workiom account. To capture the data, click on the “Capture Webhook Response” button.

Step 6: Add a Record

To check if the integration is capturing data or not, we will add a new record in your Workiom account.

(a) Click Record Button

Click on Record Workiom

Now to add a new record, open your list and then click on the “+Record” button.

(b) Add Record Details

Add Record Details

Next, add the record details like name, email, etc, and hit the “Save & Close” button.

Step 7: Test the Submission in Pabbly Connect Dashboard

Save the Webhook Response

As soon as you click on the “Save & Close” in Workiom and “Capture Webhook Response” in Pabbly Connect the entry will appear on the Pabbly Connect dashboard. Then, click on the “Save” option.

Step 8: Setting Action for Workiom to Google Sheets Integration

To make this Workiom-Google Sheets integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Google Sheets

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose “Google Sheets” to integrate and in the method section select “Add New Row”.

(b) Click the Connect Button

Click Connect Google Sheets

After choosing the application click on the “Connect with Google Sheets” button to move forward.

Step 9: Connecting Google Sheets to Pabbly Connect

To connect Google Sheets to Pabbly Connect, you have to authorize the application. For this, you have to log in to your Google account.

(a) Click on Connect Button

Authorize Application

Next, to authorize Google Sheets, you need to again click on the “Connect with Google Sheets” button and then select the Google account through which you wish to log in.

(b) Map the Fields

Map the Fields Google Sheets

After connecting with your Google account, map all the fields quickly like name, email, etc by clicking on the map button given at the side of every field.

(c) Send Test Request

Send Test Request Google Sheets

Once you are done adding up all field data click on the “Save & Send Test Request” button.

Step 10: Check Response in Google Sheets

Check Response Google Sheets

Here, you can see that integration was successful and the new record from Workiom is updated in the Google Sheets automatically. Now, whenever there will be any new records created in Workiom, it will be automatically added to your Google Sheets.

Conclusion –

Finally, now you know how to add new Workiom records to Google Sheets as rows. This is a one-time process, now all your manual work will be done by the online business automation and integration tool i.e Pabbly Connect. Just follow this step by step procedure mentioned above and your Workiom to Google Sheets integration is all set.

So, what’s stopping you now! Go and catch your deal by signing up for a free account. In case of any queries, please drop your comments below. We will try to reach you as soon as possible.

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How to Add Zoho CRM Contact from New WooCommerce Customer

How to Add Zoho CRM Contact from New WooCommerce Customer

Are you tired of searching for a way to add Zoho CRM contact from new WooCommerce customer? If Yes! Then look no further, as here you will get the easiest way to integrate WooCommerce with Zoho CRM using Pabbly Connect.

How to Add Zoho CRM Contact from New WooCommerce Customer

Well, as most of us already know that WooCommerce is an open-source e-commerce plugin for WordPress that enables its users to build an online store. Whereas, Zoho CRM is a CRM tool that helps businesses and organizations to build customer relationships along with streamline processes to boost sales, enhance customer service, & build profitability

Hence, by integrating WooCommerce with Zoho CRM, whenever a new customer registers in WooCommerce, the contact will get automatically created in Zoho CRM. Thus, here we are going to use Pabbly Connect for integration.

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

Sign Up To Pabbly Connect 

Basically, Pabbly connect is an integration software that helps in transferring data from one app to another in real-time. Furthermore, Pabbly Connect also provides many other useful features:

  • Create Unlimited Workflows
  • Universal Premium Apps
  • Set Countless Triggers & Actions
  • Path Routers

And you know what!! To use this software, you don’t need to have any coding skills, even a newbie can use it easily.

Additionally, you can access all the features of Pabbly Connect even in its free plan. Therefore, here, we will learn how to integrate WooCommerce and Zoho CRM in real-time.

So, without wasting any of your time, let’s get started.

Step 1: Sign up to Pabbly Connect

Sign up to Pabbly Connect

Begin the process by connecting WooCommerce to Zoho CRM by pushing the “Sign Up Free” button on the Pabbly Connect website. Either fill-up the details manually or sign up via Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Finally, after logging into the account, hit the “Access Now” button as shown in the above image.

Step 3: Workflow for WooCommerce to Zoho CRM Integration

(a) Start with a New Workflow

Create New Workflow for Stripe to ActiveCampaign Integration

Start the process by building a workflow by clicking on the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Also, add the name of workflow which i.e, “WooCommerce to Zoho CRM”. Although, you can always name the workflow as per your requirements.

Step 4: Setting Trigger for WooCommerce to Zoho CRM Integration

Then, after building a workflow, choose the integration app to connect your Woocommerce account to Zoho CRM. Pabbly Connect lets you integrate or connect unlimited apps within minutes, tap here to get access to unlimited workflows.

(a) Select Application you Want to Integrate

Select WooCommerce

The subsequent step is to select “WooCommerce” from the dropdown, then choose the “New Customer Created” option.

(b) Copy the Webhook URL

Copy the Webhook URL

The succeeding step is to copy the webhook URL which is appearing on the dashboard.

Step 5: Connecting WooCommerce to Pabbly Connect

Now, to add a contact in Zoho CRM whenever a new customer registers in WooCommerce, you need to paste the copied Webhook URL in the software. Hence for that, you have to log in to your WordPress account where you have installed your Woocommerce plugin.

(a) Go to WooCommerce Settings

Go to WooCommerce Settings

After successfully log into your WordPress account, solely go to the “WooCommerce” section then there press the “Settings” option.

(b) Click on Advanced Option

Click on Advanced Option

Furthermore, when you hit “Settings”, it will open a tab with certain options. Simply select the “Advanced” option.

(c) Click on Webhooks Option

Click on Webhooks Option

Eventually, when you hit “Webhooks”, it will open a new tab with a particular option. Afterward, hit the “Add Webhook” option to paste the Webhook URL.

(d) Add Webhook

Add Webhook

Now, name the Webhook as per your requirement. Make sure that status should be “Active” & in the topic section, choose“Customer Created”. Next, in the delivery URL, paste your copied URL from Pabbly Connect. After making all changes, tap on the “Save Webhook” button.

(e) Register User

Register User

Spontaneously, open the product checkout in a new tab & register. Simply enter all the details, tap on the “Register” button. But before you do that, make sure to hit the “Capture Webhook Response” button in the Pabbly Connect dashboard.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

Afterward, press the “Register” button, the entry will appear on the “Pabbly Connect” dashboard. Then, simply tap on the “Save” option.

Step 7: Setting Action for WooCommerce to Zoho CRM Integration

To make this WooCommerce-Zoho CRM integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Zoho CRM

Subsequently, click on the + button below & choose the application that you want to integrate. Here we will choose “Zoho CRM” to integrate & in the method section select “Create Contact”.

(b) Click the Connect Button

Click Connect Zoho Crm

Once you are done choosing the application press the “Connect with Zoho CRM” button to move forward.

Step 8: Connecting Zoho CRM to Pabbly Connect

Following that, to connect Zoho CRM to Pabbly Connect, you have to authenticate the application. And, you have to log in to your Zoho CRM account.

(a) Click on Connect Button

Click on Connect Zoho CRM 1

Finally, to authenticate your Zoho CRM account, press the “Connect with Zoho CRM” button.

(b) Enter Domain Name

Enter Domain Name

Instantly, enter your domain name in the appeared dialogue box. You can find the domain name in your Zoho CRM account URL.

(c) Click Accept

Click on Accept Button

Moreover, to finally connect Zoho CRM to Pabbly Connect, click on the “Accept” button.

(d) Map the Fields

Map the Fields

After connecting with your Zoho CRM account, map all the fields quickly like email, name, etc. Once you are done adding up all field data hit the “Save & Send Test Request” button.

(e) Test the Submission and Save

Test the Submission and Save

As you can see, the data has been successfully sent to Zoho CRM. Henceforward, click on the “Save” button to save the entire workflow.

Step 9: Check Response in Zoho CRM Dashboard

Check Response in Zoho CRM Dashboard

Now, as you can see that our integration was successful and the WooCommerce data has been added as a contact in your Zoho CRM account automatically. Therefore, whenever there will be any registration held of a customer in your WooCommerce account, they will be automatically added as contacts in your Zoho CRM account.

Conclusion –

Conclusively, now you know “How to add Zoho CRM contacts from new WooCommerce customer. This is a one-time process, now all your manual work will be done by the online business automation & integration tool i.e Pabbly Connect. Just follow this step by step procedure mentioned above & your WooCommerce to Zoho CRM integration is all set.

So, what are you waiting for? Go ahead & catch your deal by signing up for a free account.

You May Also Like To Read –

How to Create Todoist Task from New WooCommerce Orders

How to Create Todoist Task from New WooCommerce Orders

If you are looking for some way by which you can easily integrate WooCommerce and Todoist then this could be the end of your search.

As this blog consist, the step by step procedure to automatically add tasks on Todoist for the newly added WooCommerce orders. The manual integration of these services could be both time consuming and difficult. But, I’ll be using Pabbly Connect service, so as to reduce the time consumption to a few minutes and that too without any hard-coding.

How to Create Todoist Task from New WooCommerce Orders

Let’s learn a little bit about the services, before getting started with the workflow. WooCommerce is an e-commerce WordPress plugin that enables big & small business owners to sell goods online. Whereas, Todoist is a project management software dedicatedly designed to meet the needs of small as well as midsize businesses for project scheduling, document management, & task management.

Our use case is pretty simple here, whenever an order succeeds on WooCommerce, a task regarding the same will be added on Todoist. This way, you don’t have to create the tasks manually repeatedly.

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

Sign Up To Pabbly Connect  

Pabbly Connect is an affordable option to connect multiple services for sharing information in real-time. Moreover, it will only take a minute interval to automate your repetitive tasks.

Also, you can use routers, formatters, instant triggers, multi-step calls & premium apps for unlimited workflows premium Pabbly Connect features without any restriction even in the free plan.

Now, without any further ado, let’s follow the step by step procedure to integrate WooCommerce and Todoist.

Step 1: Sign up to Pabbly Connect

Sign Up

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.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After successfully logging in, hit the ‘Access Now’ button of the software ‘Connect’ in the Pabbly application.

Step 3: Workflow for WooCommerce with Todoist Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow to add a task on todoist for every new WooCommerce order & to do this push the ‘Create Workflow’ button first.

(b) Name the Workflow

Woocommerce to Todoist Workflow

Now, name the workflow as per your need (for instance: WooCommerce to Todoist etc) and push the ‘Create’ button available here.

Step 4: Setting Trigger for WooCommerce to Todoist Integration

To automatically add Todoist tasks for the newly added WooCommerce orders, you’ll need to set-up a trigger condition on the new WooCommerce order entries using Pabbly Connect. And an action for the set trigger condition to add a task on Todoist.

(a) Select Application you want to integrate

integrate_woocommerce_for_woocommerce_to_todoist

When you click on the create button, a page containing the trigger window will open up next.

Select the ‘WooCommerce’ app from the ‘Choose App’ field’s drop-down options.

(b) Select Method & Copy Webhook URL

select_method_and_copy_webhook_url

Select the method to be ‘New Order Created’ & then copy the given webhook URL.

Step 5: Connecting WooCommerce to Pabbly Connect

Sign-in your WordPress site & go to the WooCommerce settings.

(a) Go to Your WordPress WooCommerce Settings

WooCommerce Settings

If you have the WooCommerce plugin enabled on your WordPress website then hover on the ‘WooCommerce’ option available in the left-vertical menu. And then click select on the ‘Settings’ option from the secondary menu that becomes visible after clicking/hover on the ‘WooCommerce’ option.

Else, if you don’t have the WooCommerce plugin enabled for your site then install it & enable it first. Then only follow the above-explained step.

(b) Click on the Advanced Settings Option

Click on Advance for WooCommerce to Stripe

Next, you’ll encounter a page carrying all the WooCommerce general settings. Here, click on the ‘Advanced’ option from this page’s menu.

(c) Click on Webhooks

Click on Webhook for WooCommerce to Stripe

Another page will open up next with a secondary menu below the setting’s menu i.e, Page setup. Strike the ‘Webhook’ option in it.

(d) Click on ‘Add Webhook’ Button

Click Add Webhook

A page carrying all the webhooks created so far on your website will open up.

Click the ‘Add webhook’ button that is right next to the ‘Webhooks’ head.

(e) Paste the Delivery URL

Paste Webhook URL

A page will open up asking for ‘Webhook data’, fill in the name of your Webhook.

Set the ‘Status’ as ‘Active’ & select the ‘Topic’ field value to be ‘Order Created’ from this field’s drop-down menu.

Paste the Webhook URL that you copied from Pabbly Connect in the ‘Delivery URL’ field.

Lastly, click on 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 orders. So, let’s test the trigger setting by making a test payment on WooCommerce.

(a) Capture Webhook Response

Capture Webhook Response

To test a trigger, strike the ‘Capture Webhook Response’ button on your Pabbly Connect trigger window.

(b) Click on ‘Add to Cart’ Button of Any Product

Click on Add to Cart

To make a test purchase, click the ‘Add to cart’ button of any of your WooCommerce store product.

(c) Fill the Required Details in Checkout Page

Fill the Required Checkout Page Details

Now, go back to your the WooCommerce account and make a test registration by filling in the required details.

(d) Make a Test Purchase

Place Order

Fill-in all the required details to complete the checkout.

Lastly, click on ‘Place order’ button.

(c) Trigger Response

check_and_save_trigger_response

Check the trigger response for all the registration form feeds.

Step 7: Convert Date/Time Format

We’ve gathered all the necessary data from the WooCommerce trigger response but in the further steps we’ll need due date with a much simpler format. For this, one must format the date in accordance with the Todoist format.

(a) Select Application you want to Integrate

Conect date time formatter

To format the date, first, click the plus button next to your trigger window.

And then select the ‘Date/Time Formatter’ option to integrate from the ‘Choose App’ field.

Select the method in here as ‘Add/Substract Time’ and then click the ‘Connect with Date/Time Formatter’ button.

(b) Map the Date Value

Map Date

Map the date value from the trigger response in the ‘Date’ field.

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.

(c) Enter expression Field’s Value & Mention Formats

send_test_request_to_format_date

Mention the ‘Expression’ field’s value as per the time that you want to add to the ‘Due Date’ field. Here, I’m adding 2 days to my start date.

Slect the format in which you want to change the date and also select the format in which your date is presently in.

(d) Check API Response & Save

Check & Save the Formatted Dates

You can check the formatted date in the response.

Save the response to use it in further steps.

Step 8: Setting Action for Woocommerce to Todoist Integration

(a) Select Application you want to Integrate

Integrate Todoist

Next, push the plus button next to the converter window.

Select the app to integrate as ‘Todoist’.

(b) Select the Method & Click on ‘Connect with Todoist’

Select Method & Connect with Todoist

Next, select the method as ‘Create a Task’.

Lastly, click on the ‘Connect with Todoist’ button.

Step 9: Connect Todoist with Pabbly Connect

(b) Go to Your Todoist Account Settings

Todoist Settings

Login to your Todoist account and then click on the profile icon. Select the ‘Settings’ option from the drop-down menu that opens.

(d) Click on Integrations

Click on Intergations

Now, select the ‘Integrations’ option from the Setting’s menu.

(e) Copy the API Token

Copy the API Token

Copy the API token given at the bottom of the integration page.

(f) Paste the API Token

Paste the API Token

Paste the copied API token in the Pabbly Connect window.

(g) Map Fields & Send Test Request

Send Test Request for Todoist Action

Map the content that you want to send as task on Todoist and the formatted human redable date.

(h) Check & Save Action API Response

Check & Save Todoist Action

Check the task details in the API response & click the ‘Save’ button.

Step 10: Check Response in Todoist Dashboard

Task Entry on Todoist

Also, you can check the task added on your connected Todoist account.

Wind-Up

Well, this is all about ‘How to create Todoist task from new WooCommerce orders’. Consequently, after completing the step by step procedure, you will end up adding Todoist tasks from new WooCommerce orders automatically.

Go grab, Pabbly Connect for FREE with all its premium features.

Also, do comment your feedback below over this integration.

You May Also Like to Read:

How to Add Zoho CRM Contact from Updated WooCommerce Customer

How to Add Zoho CRM Contact from Updated WooCommerce Customer

What if you can automate the manual task of adding Zoho CRM contact from updated WooCommerce customers in real-time and that too without any coding.

How to Add Zoho CRM Contact from Updated WooCommerce Customer

Wouldn’t that be too helpful and time-saving for you? Well, of course, it will be a huge help. And to automate the task, you only need a connecting service that can enable you to migrate information then you are all set. In this blog, I’ll be using Pabbly Connect to do so, as I found it as the easiest way to automate all the tasks within just a few clicks.

But before starting with the integration process, let’s know a bit about the software that we are about to integrate. Basically, WooCommerce is a WordPress plugin used for selling different types of goods online. You can easily install this plugin in your WordPress account. It is used by small as well as big merchants. Whereas, Zoho CRM is an online customer relationship management software for managing your sales, marketing, support in a single system.

Consequently, integrating these two services can help you import all the updated WooCommerce customers to Zoho CRM as contacts in real-time. This way you can keep all your customers updated about all the latest updates and news. Hence, you don’t have to worry about doing redundant work & can ultimately save a lot of time and effort.

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

Sign Up To Pabbly Connect 

Here we are using Pabbly Connect as a bridge to automate your tasks. Pabbly Connect is one of the best integration and automation tools that can help you integrate unlimited premium applications, set unlimited triggers & actions, create infinite workflows, and so much more. Besides, to do so, you don’t even need to have any coding skills. Simply integrate it once and relax, it will handle all the workload later. Moreover, you can access all the features even in its free plan.

Thus, without taking any more of your time, let’s start the blog about how to add Zoho CRM contact from updated WooCommerce customer.

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s begin the process to add Zoho CRM contact from updated WooCommerce customer by visiting the website of Pabbly Connect and then click on the “Sign-Up Free” button. On the registration page, either signup using an existing Gmail account or manually fill out the form.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Once you have completed the signup process, click on the Connect section in the dashboard to access Pabbly Connect.

Step 3: Workflow for WooCommerce to Zoho CRM Integration

(a) Create New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow “WooCommerce to Zoho CRM”, you can obviously name the workflow as per your requirements and needs.

Step 4: Setting Triggers for WooCommerce to Zoho CRM Integration

After naming your workflow, you have to select the application you want to integrate. Pabbly Connect allows you to integrate unlimited premium applications, create your free account now.

(a) Select Application you want to Integrate

Select WooCommerce

Now, you have to select the application that you want to integrate. In this case, we are choosing “WooCommerce” for integration. After selecting the application select “Customer Updated” in the choose method section.

(b) Copy the Webhook URL

Copy the Webhook URL

After selecting the application, now you have to copy the webhook URL just like in the above-shown image to take further the integration process.

Step 5: Connecting WooCommerce to Pabbly Connect

To connect WooCommerce with Pabbly Connect, you have to paste the copied webhook URL in the software, for that, you need to log in to your WordPress account.

(a) Go to WooCommerce Settings

Go-to-WooCommerce-Settings

Once you have logged into your WordPress account, now click on WooCommerce then select settings.

(b) Click on Advanced Option

Click-Advanced

After clicking on “Settings”, a tab will open up with different options, here you have to select “Advanced”.

(c) Click on Webhooks Option

Click-on-Webhooks-Option

Now, after clicking on” Webhooks”, click on the “Add Webhook” option.

(d) Add Webhook

Paste the Webhook URL

Name the Webhook according to your requirement. Make sure that status should be “Active” and in the topic section, select “Customer Updated”. Then in the delivery URL, paste your copied URL from Pabbly Connect. After making all changes, click the “Save Webhook” button.

Step 6: Update a Customer

To check if the integration is capturing data or not, we will update the details of a dummy customer in WooCommerce.

(a) Login to Customer Account

Login WooCommerce

Now, to update a customer, first you have to login to that customer’s account to which you want to make the changes.

(b) Update Details

Update Customer

Next, update the details that you wish to change like name, email, etc.

(c) Save Changes

Save Changes

After filling in all the details, hit the “Save Changes” button. But before hitting the button, make sure to click “Capture Webhook Response” in the Pabbly Connect dashboard.

Step 7: Test the Submission in Pabbly Connect Dashboard

Save the Webhook Response

As soon as you click on the “Save Changes” in WooCommerce and “Capture Webhook Response” in Pabbly Connect the entry will appear on the Pabbly Connect dashboard. Then, click on the “Save” option.

Step 8: Setting Action for WooCommerce to Zoho CRM Integration

To make this WooCommerce-Zoho CRM integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Zoho CRM

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose “Zoho CRM” to integrate and in the method section select “Create Contact”.

(b) Click the Connect Button

Click Connect Zoho CRM

After choosing the application click on the “Connect with Zoho CRM” button to move forward.

Step 9: Connecting Zoho CRM to Pabbly Connect

To connect Zoho CRM to Pabbly Connect, you have to authenticate the application. For this, you have to log in to your Zoho CRM account.

(a) Click on Connect Button

Click-on-Connect-Zoho-CRM-1

Next, to authenticate your Zoho CRM account, you need to again click on the “Connect with Zoho CRM” button.

(b) Enter Domain Name

Enter-Domain-Name

Now, enter your domain name in the appeared dialogue box. You can find the domain name in your Zoho CRM account URL.

(c) Click Accept

Click-on-Accept-Button

To finally connect Zoho CRM to Pabbly Connect, click on the “Accept” button.

(d) Map the Fields

Map the Fields Zoho CRM

After connecting with your Zoho CRM account, map all the fields quickly like name, email, etc by clicking on the map button given at the side of every field.

(e) Send Test Request

Send Test Request Zoho CRM

Once you are done adding up all field data click on the “Save & Send Test Request” button.

Step 10: Check Response in Zoho CRM Dashboard

Check Response Zoho CRM

Here, you can see that integration was successful and the updated customer has been added to the Zoho CRM account as a contact automatically from WooCommerce. Now, whenever there will be any customer info updated in your WooCommerce account, it will be automatically added to your Zoho CRM account as contacts.

Conclusion –

Well, this is all about “How to Add Zoho CRM Contact from Updated WooCommerce Customer“. Consequently, after completing the step by step procedure, you will end up adding Zoho CRM contacts from updated WooCommerce customers automatically. Pabbly Connect is the only automation and integration tool that you’ve been waiting for. You won’t have to pay anything to create an account and you can work on it without any coding skills.

Now, try Pabbly Connect for FREE for all its premium features. For any further queries/suggestions, do comment below.

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