How to Add Automizy Contact from New WooCommerce Orders

How to Add Automizy Contact from New WooCommerce Orders

Tired of manually adding Automizy contact from new WooCommerce orders? If yes, then worry not my friend as today we are going to explain how you can integrate WooCommerce to Automizy.

How to Add Automizy Contact from New WooCommerce Orders

But before getting into the integration process, let’s know a wee bit about the software that we are about to integrate. Basically, WooCommerce is an open-source e-commerce plugin for WordPress. It is designed for small to large-sized online merchants. Whereas Automizy is an email marketing tool that enables small and medium-size business and marketing consultants to send personalized emails and increase email open rates.

Thus, integrating these two services can help you automatically add contacts to Automizy for new WooCommerce orders. Apart from this, you can also keep your customers updated about all the latest news and services via this integration.

Now you must be thinking about how we are going to integrate these services, well the answer to this question is a wonder tool named Pabbly Connect. It 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 Automizy contact from new WooCommerce orders.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process to add Automizy contact from new WooCommerce orders 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 Automizy 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 Automizy’, you can obviously name the workflow as per your requirements and needs.

Step 4 : Setting Triggers for WooCommerce to Automizy Integration

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

(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 ‘New Order Created’ 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

Add-Webhook

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

Step 6 : Make a Test Purchase

To check if the integration is capturing data or not, we will make a test purchase in WooCommerce.

(a) Click on Add to Cart

Add to Cart

Select any of your listed products and then click on the ‘Add to Cart’ button.

(b) Add the Customer Details

Add Customer Details

Next, you need to fill in all the customer details like name, company name, country, etc.

(c) Place Order

Place Order

After filling in all the details, hit the ‘Place Order’ 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 ‘Place Order’ 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 Automizy Integration

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

(a) Select Application you Want to Integrate

Select Automizy

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose ‘Automizy’ to integrate and in the method section select ‘Creating a Contact on a List’.

(b) Click the Connect Button

Click Connect Automizy

After choosing the application click on the ‘Connect with Automizy’ button to move forward.

Step 9 : Connecting Automizy to Pabbly Connect

To connect Automizy with Pabbly Connect, you need to paste the API key from your Automizy account to the Pabbly Connect dashboard. For that, you have to log in to your Automizy account.

(a) Click on the Link

Click on the Link

To get the API key, click on the given API link in the Pabbly Connect dashboard.

(b) Generate New API Key

Click New API Key

Now, to generate a new API Key click on the ‘New API Key’ button.

(c) Copy the API Key

Copy the API Key Automizy

Once the new API key is generated, simply copy it to move further.

(d) Paste the API Key

Paste the API Key Automizy

Paste the copied API key and then click on the ‘Save’ button.

(e) Map the Fields

Map the Fields

Once you are connected with your Automizy account, now you have to add all the field data like list, email id, etc. Map up all the fields quickly by clicking on the map button given at the side of every field.

(f) Send a Test Request

Send Test Request

Once you are done mapping up all fields click on the ‘Send Test Request’ button.

Step 10 : Check Response in Automizy Dashboard

Check Response

Here, you can see that integration was successful and the new order info from WooCommerce has been added to the Automizy automatically as a contact. Now in a similar way, whenever there will be any new purchase in your WooCommerce store, the contact will be automatically added to your Automizy account.

Conclusion –

That’s it! Now you know the answer to your question ‘How to Add Automizy Contact from New WooCommerce Orders in real-time?’ Just follow all the step by step procedure mentioned above & your WooCommerce to Automizy integration is set.

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

You May Also Like to Read –

How to Add Campaign Monitor Subscriber from New WooCommerce Order

How to Add Campaign Monitor Subscriber from New WooCommerce Order

Tired of searching for a way to add Campaign Monitor subscriber from new WooCommerce order? If Yes!! then here we are going to integrate WooCommerce and Campaign Monitor using Pabbly Connect.

How to Add Campaign Monitor Subscriber from New WooCommerce Order

Before that, let’s understand the need for WooCommerce and Campaign Monitor integration. Basically, WooCommerce is the largest eCommerce selling plugin for WordPress users. On the other hand, Campaign Monitor is an email marketing service provider that helps businesses to manages all the email campaigns.

Hence, by integrating WooCommerce and Campaign Monitor, you can send emails to subscribers about a product, deals, and offers. Also, you can build and manage your WooCommeerce subscriber’s list in the Campaign Monitor account.

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 proffers 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   

Nevertheless, integrating two software can be a hectic task. Thus, here we are suggesting an affordable business automation tool that is, Pabbly Connect.

Pabbly Connect is one of the best SaaS-based automation platforms that helps you to connect multiple applications for transferring data. Along with that, it also saves you from all the repetitive tasks by automating them.

With the help of this software, you can transfer data among different applications in real-time. Moreover, it doesn’t require any coding skill to operate, even a newbie can use it easily. Besides, the software doesn’t restrict you on features such as unlimited workflows, premium apps, etc even in its free plan.

Therefore, in this article, we will learn how to add Campaign Monitor Subscriber from new WooCommerce Order in real-time.

So, let’s begin the integration process.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process of connecting WooCommerce to Campaign Monitor by pressing the “Sign Up Free” icon on the Pabbly Connect website. Following that, you can either fill-up the details manually or else sign up via Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

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

Step 3: Workflow for WooCommerce to Campaign Monitor Integration

(a) Start with a New Workflow

Create New Workflow

Begin the process of building a workflow for integration by pressing the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Furthermore, add the name of workflow i.e, “WooCommerce to Campaign Monitor”. Although, you can always change the name of the workflow as per your needs.

Step 4: Setting Trigger for WooCommerce to Campaign Monitor Integration

Following that, after building a workflow, choose the integration app to create a workflow to add Campaign Monitor subscriber from new WooCommerce order. Using Pabbly Connect you can avail unlimited actions and triggers, click here to sign up for unlimited workflows for free.

(a) Select Application you Want to Integrate

Select WooCommerce

The subsequent step is to choose “WooCommerce” from the dropdown, then choose the “New Order Created” option in order to add a subscriber in Campaign Monitor whenever an order is placed in WooCommerce.

(b) Copy the Webhook URL

Copy the Webhook URL

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

Step 5: Connecting WooCommerce to Pabbly Connect

To add customers’ details as subscribers in Campaign Monitor, you need to paste the webhook URL in WooCommerce. Proceed with the integration process by login to your WooCommerce account.

(a) Go to WooCommerce Settings

Go to WooCommerce Settings

Once you have signed in to your WordPress account successfully, just go to the “WooCommerce” section and hit the “Settings” option.

(b) Click on Advanced Option

Click on Advanced Option

Following that, when you go to Settings, a tab with various options will open up, where you need to choose the “Advanced” option.

(c) Click on Webhooks Option

Click on Webhooks Option

Afterward, when you hit the “Webhooks” button, a new tab with a certain option will open up. To paste the Webhook URL, just hit the ‘Add Webhook’ option.

(d) Add Webhook

Add Webhook

Next, name the Webhook as per your requirement and change the status to “Active”. Furthermore, in the topic section, select “Order Created” and paste the URL copied from Pabbly Connect in the delivery URL feild. Once you are done making all changes, simply hit the “Save Webhook” button.

(e) Make a Test Purchase

Make a Test Purchase

Now, open the product checkout in a new tab & make a test purchase. Solely enter all the details, hit the “Place Order” button. But before taping the button, make sure to click on the “Capture Webhook Response” button in the Pabbly Connect dashboard.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response

Soon, as you can see the response is captured by Pabbly Connect. Just hit the “Save” option.

Step 7: Setting Action for WooCommerce to Campaign Monitor Integration

Now, the subsequent step is to set an action for your trigger. Hence for that, you have to select the application you want to integrate.

(a) Select Application you want to Integrate

Select Campaign Monitor

Moving on to the next step, click on the “+” icon to add an action for your trigger. Here we are going to select “Campaign Monitor” from the dropdown. Next, select the “Add Subscriber” option.

(b) Click the Connect Button

Click the Connect Button

Promptly, after making all the significant changes, press the “Connected with Campaign Monitor” button. Moreover, it will ask for an “API Key”, for which you have to visit the Campaign Monitor account.

Step 8: Connecting Campaign Monitor to Pabbly Connect

Now, in order to copy the API key, you have to log in to your Campaign Monitor account.

(a) Go to Account Settings

Go to Account Settings

Once you log into your Campaign Monitor account, hit the “Account Settings” option.

(b) Click on API Keys

Click on API Keys

Then, scroll down a bit & then tap on the “API keys” option.

(c) Copy the API Keys

Copy the API Keys

Now, if you are first-time user you have to generate the API key by verifying your Campaign Monitor password. After that, just copy the API key appearing on the dashboard.

Step 9: Paste API Key in Pabbly Connect Dashboard

Promptly, after copying the key from Campaign Monitor, solely head back to the Pabbly Connect dashboard so that you can paste the key.

(a) Fill API Key

Fill API Key

Now, paste the copied API key and hit the “Save” button.

(b) Map Field Data

Map Field Data

Later on, all you need to do is map the required field from drop-down like for the email field, select the email option, and for the name field select the name option.

(c) Save and Send Test Request

Save and Send Test Request

Once you are done mapping all the fields, save the setting & then hit the button named “Save & Send Test Request”.

Step 10: Check Response in Campaign Monitor Dashboard

Check Response in Campaign Monitor Dashboard

Finally, when you check the subscriber list in Campaign Monitor, your submitted response will automatically appear there. This is a one-time process, after that, all the New WooCommerce order will automatically get added to your Campaign Monitor subscriber list.

Conclusion –

That’s it! Now you know the step by step procedure of “How to add Campaign Monitor subscriber from new WooCommerce order”. Just follow all the step by step procedure mentioned above & your WooCommerce to Campaign Monitor 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 Salesforce Contact from New WooCommerce Customer

How to Add Salesforce Contact from New WooCommerce Customer

Have you ever tried integrating WooCommerce to Salesforce without coding?

Maybe yes! but in this blog I’m going to use the easiest and the best affordable way to connect multiple services together for exchanging information. I’m going to do this using Pabbly Connect.

How to Add Salesforce Contact from New WooCommerce Customer

Before getting into the procedure, let’s learn a bit about the services that are involved within this workflow.

WooCommerce is a WordPress plugin that enables sites to sell goods online. Big as well as small business owners can use it to create & manage their online stores. Whereas, Salesforce is a CRM platform that gives a single, shared view of every customer to all the departments such as marketing, sales, commerce, and service.

When you integrate these two services together you can easily create contacts automatically on Salesforce for the newly added customers on WooCommerce. This way you’ll save your time in manual & repetitive task of creating contacts on both the services separately.

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 one of the best integration software available in the market that can help you automate tasks within only a few minutes interval. Furthermore, the overall interface is very user-friendly & can save a lot of your time in redundant work.

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 any further explanation, let’s get directly on track & follow the step by step procedure to integrate WooCommerce and Salesforce.

How to Add Salesforce Contact from New WooCommerce Customer (step by step)

Step 1: Sign up to Pabbly Connect

Sign Up

Intially, 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 WooCommerce with Salesforce Integration

(a) Start with a New Workflow

Create New Workflow

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

(b) Name the Workflow

WooCommerce to Salesforce Workflow

Now, name the workflow as per the integration or use-case (for instance: WooCommerce to Salesforce etc) and strike the ‘Create’ button available within the pop-up window.

Step 4: Setting Trigger for WooCommerce to Salesforce Integration

To automatically add Salesforce contact 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 contact on Salesforce using Pabbly Connect.

(a) Select Application you want to integrate

Integrate WooCommerce for WooCommerce to Salesforce

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

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

(b) Select Method & Copy Webhook URL

Select Method & Copy Webhook URL

Select the method to be ‘New Customer 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 become 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 ‘Customer 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 customer. So, let’s test the trigger setting by making a registration form entry on WooCommerce.

(a) Capture Webhook Response

Capture Webhook Response for WooCommercd to Stripe

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

(b) Make a Registration on WooCommerce Site

Make a Registration

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

(c) Trigger Response

Check & Save Trigger Response

Check the trigger response for all the registration form feeds.

Step 7: Setting Action for WooCommerce to Salesforce Integration

Now, as we have gathered all the necessary information to create a Salesforce contact from WooCommerce response. We can proceed to feed this data as an action so that a new contact gets created automatically.

(a) Select Application you want to Integrate

Integrate Salesforce for WooCommerce to Salesforce

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

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

Lastly, push the ‘Connect with Salesforce’ button.

(b) Authorize Salesforce Account

Connect with Salesforce for WooCommerce to Salesforce

In the next window that slide in from the right, click on ‘Connect with Salesforce’ button. Authorize your Salesforce account to connect with Pabbly Connect by allowing the system.

(c) Map the Fields

Map Last Name

Now, map the last 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

Click on ‘Save & Send Test Request’ button.

(g) Check & Save Response

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 the submitted values. Hit the ‘Save’ button at the bottom of the action API’s response.

Step 8: Check Response in Salesforce Dashboard

Entry on Salesforce

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

Conclusion –

Well, this is all about ‘How to add Salesforce contact from new WooCommerce customer’. Consequently, after completing the step by step procedure, you will end up creating Salesforce contact from the new WooCommerce customer 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 Freshsales Contact from New WooCommerce Customer

How to Add Freshsales Contact from New WooCommerce Customer

Are you looking for a way to integrate WooCommerce with Freshsales?

If yes then in this blog, I am going to explain the step by step process using Pabbly Connect. This way, you won’t need to write a single line of code to automate the contact creation on Freshsales whenever there is a new customer entry on WooCommerce.

Pabbly Connect is one of the best integration software available in the market that can help you integrate unlimited services together and share data. Moreover, the tasks automation will take only a few minute intervals. The interface is very user-friendly and saves a lot of your time in redundant work.

How to Add Freshsales Contact from New WooCommerce Customer

Before we begin, let’s understand a bit about the services that we are going to integrate within this workflow.

WooCommerce is a WordPress plugin that helps websites to sell goods online. Small as well as big shop owners can use it to create & manage their online stores. Whereas, Freshsales is a CRM solution that helps businesses to manage their customer interactions. The features involve are one-click phone, sales management, sales lead & event tracking and more.

When you integrate these two services together you can easily create contacts automatically on Freshsales for the newly added customers on WooCommerce. This way you’ll save your time in manual & repetitive task of creating contacts for both the services seperately.

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  

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 any further explanation, let’s get directly on track & follow the step by step procedure to integrate WooCommerce and Freshsales.

How to Add Freshsales Contact from New WooCommerce Customer (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 WooCommerce with Freshsales Integration

(a) Start with a New Workflow

Create New Workflow

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

(b) Name the Workflow

WooCommerce to Freshsales

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

Step 4: Setting Trigger for WooCommerce to Freshsales Integration

To automatically add Freshsales contact 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 contact on Freshsales using Pabbly Connect.

(a) Select Application you want to integrate

Integrate WooCommerce

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 & Copy Webhook URL

Select the method to be ‘New Customer 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 become 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

WooCommerce Webhook Settings

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 ‘Customer 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 customer. So, let’s test the trigger setting by making a registration form entry on WooCommerce.

(a) Capture Webhook Response

Capture Webhook Response for WooCommercd to Stripe

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

(b) Make a Registration on WooCommerce Site

Make a Registration

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

(c) Trigger Response

Check & Save Trigger Response

Check the trigger response for 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 contact from WooCommerce response. We can proceed to feed this data as an action so that a new contact gets created automatically.

(a) Select Application you want to Integrate

Integrate Freshsales

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

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

Lastly, push the ‘Connect with Freshsales’ button.

(b) Login in Your Freshsales Account & Go to Settings

Freshsales_settings

The system will ask you for a key and subdomain. For this, click on your profile icon and then click select the ‘Settings’ option.

(c) Copy the API Key

copy_freshsales_api_key

Next, click on the ‘API Settings’ option from the ‘Personal Settings’ menu.

Then, click the ‘Copy’ button to copy the key given.

(d) Paste the Freshsales API Key on Pabbly Connect

Paste Token

Paste the copied Freshsales API key with a prefix ‘Token token=’ on Pabbly Connect action window’s ‘API Key’ field.

Also, mention the ‘Sub Domain’ as per the directions given in the help text given below the field.

(e) Map the Fields

Map Fields

Now, map the first 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

Click on ‘Save & Send Test Request’ button.

(g) Check & Save Response

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 the submitted values. Hit the ‘Save’ button at the bottom of the action API’s response.

Step 8: Check Response in Freshsales Dashboard

Contact Entry on Freshsales

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

Wind-Up

Well, this is all about ‘How to add Freshsales contact from new WooCommerce customer’. Consequently, after completing the step by step procedure, you will end up creating Freshsales contact from the new WooCommerce customer 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 SendPulse Subscriber from New WooCommerce Order

How to Add SendPulse Subscriber from New WooCommerce Order

Fed up with manually adding SendPulse subscriber from new WooCommerce order? If yes, then worry not my friend as today we are going to explain how you can integrate WooCommerce to SendPulse.

How to Add SendPulse Subscriber from New WooCommerce Order

But before getting into the integration process, let’s know a wee bit about the software that we are about to integrate. Basically, WooCommerce is an open-source e-commerce plugin for WordPress. It is designed for small to large-sized online merchants. Whereas SendPulse is a cloud-based marketing solution that allows users to manage email, text messaging, and push notifications through a single platform.

Thus, integrating these two services can help you automatically add subscribers to SendPulse for new WooCommerce orders. Apart from this, you can also keep your customers updated about all the latest news and services via this integration.

Now you must be thinking about how we are going to integrate these services, well the answer to this question is a wonder tool named Pabbly Connect. It 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

and 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 SendPulse subscriber from new WooCommerce order.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process to add SendPulse subscriber from new WooCommerce order 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 SendPulse Integrations

(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-Field

Now, you need to name the workflow just like in the above-shown image. I named the workflow ‘WooCommerce to SendPulse’, you can obviously name the workflow as per your requirements and needs.

Step 4 : Setting Triggers for WooCommerce to SendPulse Integrations

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

(a) Select Application you want to Integrate

Select-WooCommerce-3

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 ‘New Order Created’ in the choose method section.

(b) Copy the Webhook URL

Copy-the-Webhook-URL-2-1

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-1-1-1

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

Add-Webhook

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

Step 6 : Make a Test Purchase

To check if the integration is capturing data or not, we will make a test purchase in WooCommerce.

(a) Click on Add to Cart

Add-to-Cart

Select any of your listed products and then click on the ‘Add to Cart’ button.

(b) Add the Customer Details

Add Customer Details

Next, you need to fill in all the customer details like name, company name, country, etc.

(c) Place Order

Place-Order

After filling in all the details, hit the ‘Place Order’ 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 ‘Place Order’ 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 SendPulse Integrations

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

(a) Select Application you Want to Integrate

Select-SendPulse

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose ‘SendPulse’ to integrate and in the method section select ‘Add Subscriber’.

(b) Click the Connect Button

Click-Connect-SendPulse

After choosing the application click on the ‘Connect with SendPulse’ button to move forward.

Step 9 : Connecting SendPulse to Pabbly Connect

To connect SendPulse with Pabbly Connect, you need to paste the ID and secret key from your SendPulse account to the Pabbly Connect dashboard. For that, you have to log in to your SendPulse account.

(a) Click on SendPulse Account Settings

Click-on-Account-Settings-Sendpulse

After clicking on the connect button, a window will slide in from the right side asking for an ‘ID’ and ‘Secret Key’. Next, you have to click on the ‘Profile’ icon in your SendPulse account and then click on the ‘Account Settings’ option.

(b) Copy ID and Secret Key

Copy-API-Key-Sendpulse

Once you reach the account settings page, then click the given ‘API’ option among several other options, and then copy the ID and secret key.

(c) Paste the ID and Secret Key

Paste-the-API-Key-Sendpulse

Paste the copied ID and secret key and then click on the ‘Save’ button.

(d) Map the Fields

Map the Fields

Once you are connected with your SendPulse account, now you have to add all the field data like name, email id, etc. Map up all the fields quickly.

(e) Send a Test Request

Send Test Request

Once you are done mapping up all fields click on the ‘Send Test Request’ button.

Step 10 : Check Response in SendPulse Dashboard

Check Response

Here, you can see that integration was successful and the new order info from WooCommerce has been added to the SendPulse automatically as a subscriber. Now in a similar way, whenever there will be any new purchase in your WooCommerce store, the subscriber will be automatically added to your SendPulse account.

Conclusion –

Hopefully, now you know ‘How to Add SendPulse Subscriber from New WooCommerce Order’. This is a one-time process, after which it will be a cakewalk and everything will be automatically done by Pabbly Connect. Just follow all the step by step procedure mentioned above & your WooCommerce to SendPulse integration is set.

So, don’t wait anymore. Go and create your free account on Pabbly Connect today.

You May Also Like to Read –

How to Create MailerLite Subscribers from New WooCommerce Order

How to Create MailerLite Subscribers from New WooCommerce Order

Are you seeking a way to create MailerLite Subscribers from new WooCommerce order? If yes! Then look no further, as here you will get the easiest way to integrate WooCommerce with MailerLite using Pabbly Connect.

How to Create MailerLite Subscribers from New WooCommerce Order

It is a well knows fact that WooCommerce is an open-source e-commerce plugin for WordPress that allows its users to build an online store. Besides, MailerLite is an email marketing software that assists small and large businesses with a user-friendly content editor, simplified subscriber management, campaign reports, statistics, etc.

Thus, by integrating WooCommerce with MailerLite, whenever an order is placed in WooCommerce, the contact will get automatically updated in MailerLite as a subscriber. Hence, 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 integrating two or more software in real-time. Besides, 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.

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

How to Create MailerLite Subscribers from New WooCommerce Order (step by step)

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 procedure by connecting WooCommerce to MailerLite by pushing the “Sign Up Free” button on the Pabbly Connect dashboard. Either fill-up the details manually or sign up via Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

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

Step 3: Workflow for WooCommerce to MailerLite Integration

(a) Start with a New Workflow

Create New Workflow for Stripe to ActiveCampaign Integration

First of all, start the process of building a workflow for integration by pushing the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Moreover, add the name of workflow which in our case is “WooCommerce to MailerLite”. However, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for WooCommerce to MailerLite Integration

After building a workflow, you have to choose the integration app to connect your Woocommerce account to MailerLite. Pabbly Connect lets you integrate or connect limitless apps within minutes, click here to get access to unlimited workflows.

(a) Select Application you Want to Integrate

Select WooCommerce

The next step is to choose “WooCommerce” from the dropdown, then choose the “New Order Created” option to create a contact in MailerLite whenever an order is placed in WooCommerce.

(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

Next, in order to create contact in MailerLite whenever a new order is placed in WooCommerce, you need to paste the copied Webhook URL in the software. Thus, 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

Once you successfully log into your WordPress account, simply go to the “WooCommerce” section then there tap on the “Settings” option.

(b) Click on Advanced Option

Click on Advanced Option

Additionally, when you tap on “Settings”, it will open a tab with several options. Simply select the “Advanced” option.

(c) Click on Webhooks Option

Click on Webhooks Option

Eventually, when you tap on “Webhooks”, it will open a new tab with a specific option. Just hit the “Add Webhook” option to paste the Webhook URL.

(d) Add Webhook

Add Webhook

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

(e) Make a Test Purchase

Make a Test Purchase

Promptly, open the product checkout in a new tab & make a test purchase. Solely enter all the details, tap on the “Place Order” button. But before taping the button, 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

Once you hit the “Place Order” button, the entry will appear on the “Pabbly Connect” dashboard. Just hit the “Save” option.

Step 7: Setting Action for WooCommerce to MailerLite Integration

Moreover, in order to make this WooCommerce-MailerLite integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Mailerlite

Next, click on the + button below and choose the application that you want to integrate. Here we will choose “MailerLite” to integrate and in the method section select “Add Subscribers”.

(b) Click the Connect Button

Click Connect Mailerlite

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

Step 8: Connecting MailerLite to Pabbly Connect

Furthermore, in order to connect MailerLite to Pabbly Connect, you have to paste the API key into the Pabbly Connect dashboard from your MailerLite account. For this, you have to log in to your MailerLite account.

(a) Click on Mailerlite Integrations

Click on Integrations

Once you hit the “Connect” button, a pop-up will slide in from the right side asking for the API key of your MailerLite account. Just click on the profile button in your MailerLite dashboard then click on the “Integrations” option.

(b) Click on Developer API

Click on Developers API

Following that, you have to tap on the “Developer API” option to copy the API key.

(c) Copy the API Key

Copy the API Key Add Stripe Customers to a Group of MailerLite Subscribers

After reaching the developer API page of your MailerLite account. Simply copy the given API key to proceed further.

(d) Paste the API Key

Paste the API Key Add Stripe Customers to a Group of MailerLite Subscribers

Subsequently, paste the copied API key into the Pabbly Connect dashboard and then click on the “Save” button.

(c) Map the Feilds

Map the Feilds

Forthwith, map the required field from the drop-down option. Following that, after entering all the details, hit the “Send Test Request” button to test the WooCommerce and MailerLite integration.

(d) Test the Submission and Save

Test the Submission and Save

As you can see, the data has been successfully sent to MailerLite. Consequently, just hit the “Save” button to save the complete workflow.

Step 9: Check Response in MailerLite Dashboard

Check Response in MailerLite Dashboard

Here, you can see that our integration was successful and the WooCommerce data has been saved as a subscriber in a group in your MailerLite account automatically. Now, whenever there will be any new order is placed in your WooCommerce account, they will be automatically saved as subscribers in your MailerLite account.

Conclusion –

That’s it! Now you know the answer to your question “How to Create MailerLite Subscribers from New WooCommerce Order in real-time?”. Just follow all the step by step procedure mentioned above & your WooCommerce to MailerLite integration is set.

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

You May Also Like To Read –

How to Add Freshsales Lead from New WooCommerce Customer

How to Add Freshsales Lead from New WooCommerce Customer

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.

How to Add Freshsales Lead from New WooCommerce Customer

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

Sign Up To Pabbly Connect  

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.

How to Add Freshsales Lead from New WooCommerce Customer (step by step)

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 Freshsales Integration

(a) Start with a New Workflow

Create 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

WooCommerce to Freshsales

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

Integrate WooCommerce

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 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

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

Click on Advance for WooCommerce to Stripe

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

Click on Webhook for WooCommerce to Stripe

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

Click Add Webhook

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

WooCommerce Webhook Settings

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

Capture Webhook Response for WooCommercd to Stripe

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

(b) Make a Registration on WooCommerce Site

Make a Registration on WooCommerce

Go to your the WooCommerce account and make a test registration by filling in the details.

(c) Trigger Response

Check & Save 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

Integrate Freshsales

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

Freshsales_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

copy_freshsales_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 Token

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

Map First Name

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

Send Test Request for Action

Click on ‘Save & Send Test Request’ button.

(g) Check & Save Response

Check & 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 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

Lead Entry On Freshsales

Also, you can check the lead’s entry on your connected Freshsales account.

Wind-Up

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.

You May Also Like to Read:

How to Create FreeAgent Contacts from New WooCommerce Orders

How to Create FreeAgent Contacts from New WooCommerce Orders

Are you searching for a way to create FreeAgent contacts from new WooCommerce orders? If yes! Then look no further, as here you will get the easiest way to integrate WooCommerce with FreeAgent using Pabbly Connect.

How to Create FreeAgent Contacts from New WooCommerce Orders

Well, as everyone already knows that WooCommerce is an open-source e-commerce plugin for WordPress that allows its users to build an online store. Besides, FreeAgent is an accounting software that assists small and large businesses to manage invoices, expenses, payroll, tax returns, etc..

Hence, by integrating WooCommerce with FreeAgent, whenever an order is placed in WooCommerce, the contact will get automatically updated in FreeAgent. And for that, 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 integrating two or more software in real-time. Besides, 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.

Further, you can access all the features of Pabbly Connect even in its free plan. Thus, here, we will learn how to integrate WooCommerce and FreeAgent 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 procedure by connecting WooCommerce to FreeAgent by pushing the “Sign Up Free” button on the Pabbly Connect dashboard. Either fill-up the details manually or sign up via Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

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

Step 3: Workflow for WooCommerce to FreeAgent Integration

(a) Start with a New Workflow

Create New Workflow for Stripe to ActiveCampaign Integration

Start the process of building a workflow for integration by pushing the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Furthermore, add the name of workflow which in our case is “WooCommerce to FreeAgent”. Yet, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for WooCommerce to FreeAgent Integration

After building a workflow, you have to choose the integration app to connect your Woocommerce account to FreeAgent. Pabbly Connect lets you integrate or connect unlimited apps within minutes, click here to get access to unlimited workflows.

(a) Select Application you Want to Integrate

Select WooCommerce

The following step is to choose “WooCommerce” from the dropdown, then choose the “New Order Created” option to create a contact in FreeAgent whenever an order is placed in WooCommerce.

(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 WooCommerce to Pabbly Connect

To create contact in FreeAgent whenever a new order is placed in WooCommerce, you need paste the copied Webhook URL in the software. To do so, 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

Once you successfully log into your WordPress account, just go to the “WooCommerce” section then there tap on the “Settings” option.

(b) Click on Advanced Option

Click on Advanced Option

Besides, when you tap on “Settings”, it will open a tab with several options. Simply select the “Advanced” option.

(c) Click on Webhooks Option

Click on Webhooks Option

Finally, when you tap on “Webhooks”, it will open a new tab with a specific option. Just hit the “Add Webhook” option to paste the Webhook URL.

(d) Add Webhook

Add Webhook

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

(e) Make a Test Purchase

Make a Test Purchase

Now, open the product checkout in a new tab & make a test purchase. Solely enter all the details, tap on the “Place Order” button. But before taping the button, 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

Once you hit the “Place Order” button, the entry will appear on the “Pabbly Connect” dashboard. Just hit the “Save” option.

Step 7: Setting Action for WooCommerce to FreeAgent Integration

Forthwith, to make this WooCommerce & FreeAgent integration work, all you have to do is choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Application you Want to Integrate

Next, hit the “+” icon then select “FreeAgent” & in the choose method option, select ”Create a Contact”. Later, hit the “Connect With FreeAgent” button after making all the changes.

(b) Click the Connect Button

Click the Connect Button

Hereafter, a side panel will open up to authorize the FreeAgent account. And for that, hit the “Connect With FreeAgent” button & authorize it to a Google account linked with FreeAgent.

(c) Map the Feilds

Map the Feilds

Now, map the required field from the drop-down option. Following that, after entering all the details, hit the “Send Test Request” button to test the WooCommerce and FreeAgent integration.

(d) Test the Submission and Save

Test the Submission and Save

As you can see, the data has been successfully sent to FreeAgent. Consequently, just hit the “Save” button to save the complete workflow.

Step 8: Check Response in FreeAgent Dashboard

Check Response

Lastly, when you check the Contact section in FreeAgent, your customer entry will automatically appear there.

Conclusion –

That’s it! Now you know the answer to your question “How to Create FreeAgent Contacts from New WooCommerce Orders in real-time?”. Just follow all the step by step procedure mentioned above & your WooCommerce to FreeAgent integration is set.

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

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How to Send Twilio SMS from New Chargebee Subscription

How to Send Twilio SMS from New Chargebee Subscription

Looking for a way to send Twilio SMS from new Chargebee subscription automatically? If yes, then this blog is for you.

How to Send Twilio SMS from New Chargebee Subscription

As, in this blog, you will get a step by step guide to integrate Chargebee to Twilio. But before we begin, let’s know a wee bit about the software that we are about to integrate. Basically, Chargebee is a cloud-based subscription billing solution that helps you with recurring billing, invoicing, subscriptions, etc.

Whereas, Twilio is a cloud communications platform as a service company that offers developers to programmatically make and receive phone calls, send and receive text messages, and perform other communication functions using its web service APIs.

Therefore, integrating these two services can help you send SMS via Twilio on the creation of new subscribers in Chargebee in real-time. Therefore, you don’t have to worry about doing redundant work & can ultimately save a lot of time and effort.

Now, the question is how you can integrate Chargebee with Twilio? Well, the answer is quite simple and that is known as 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 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. Just integrate it once and relax, it will handle all the workload afterward. Moreover, you can access all the features even in its free plan.

So, without wasting any more time, let’s begin with the steps to send Twilio SMS from new Chargebee subscription.

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s kick off the process to send Twilio SMS from new Chargebee subscription by clicking on the ‘Sign Up Free’ icon on the Pabbly Connect home page. Next, 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

Next, after logging into the account, click on the ‘Access Now’ button of the Connect section in the dashboard.

Step 3: Workflow for Chargebee with Twilio Integration

(a) Start with a 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 as ‘Chargebee to Twilio’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Chargebee with Twilio 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-Chargebee

Now, you have to select the application that you want to integrate. In this case, we are choosing ‘Chargebee’ for integration. In the method section, select ‘New Subscription’.

(b) Click on Connect Button

Click-Connect-Chargebee

After selecting the application, now you have to click on the ‘Connect with Chargebee’ button just like in the above-shown image to take further the integration process.

Step 5: Connecting Chargebee to Pabbly Connect

To connect Chargebee with Pabbly Connect, you have to add the API key and site name in the software. For that, you have to log in to your Chargebee account.

(a) Click on Chargebee Settings

Click-Settings-Chargebee

After logging into your Chargebee account, click on the ‘Settings’ option, and then click on ‘Configure Chargebee’.

(b) Click on the API Keys

Click-API-Keys-Chargebee

Next, you need to scroll down and click on the ‘API Keys’ option.

(c) Copy the API Key

Copy-API-Key-Chargebee

Now, you have to simply copy the given API key or you can also generate a new API key by clicking on the ‘Add API Key’ button.

(d) Paste the API Key

Paste-the-Credentials-1-Chargebee

After copying the API key, now you have to paste it into the Pabbly Connect dashboard. You can find the Chargebee site name from the subdomain of your Chargebee account. Once, you have pasted all the required details, then hit the ‘Save’ button.

Step 6: Add a Sample Subscriber

To check this integration, we have to send a test request and for that, we will create a dummy subscriber on Chargebee.

(a) Click on Subscriptions

Click-on-Subscriptions-Chargebee

To add a subscriber, first, you have to click on the ‘Subscriptions’ option in your Chargebee dashboard.

(b) Click on Create Subscription

Click-on-Create-Subscription-Chargebee

Once you reach the subscription page, now click on the ‘Create Subscription’ button to add a new subscriber.

(c) Add Details

Add Customer Details

In this step, now you have to add all the required details of the subscriber like name, company, email, etc.

(d) Create Subscription

Click-on-Create-Subscriptions-Chargebee

Next, after filling in all the details we will hit the ‘Create Subscription’ button.

(e) Send a Test Request

Send-Test-Request-Chargebee

After adding a new subscriber in Chargebee, now we will capture the data by clicking on the ‘Save & Send Test Request’ button in Pabbly Connect.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the API Response

Once you click on the ‘Save & Send Test Request’ in Pabbly Connect, the subscriber info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ option.

Step 8: Setting Action for Chargebee with Twilio Integration

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

(a) Select Application you Want to Integrate

Select Twilio

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose ‘Twilio’ to integrate and in the method section select ‘Send SMS Message’.

(b) Click the Connect Button

Click Connect Twilio

After choosing the application click on the ‘Connect with Twilio’ button to move forward.

Step 9: Connecting Twilio to Pabbly Connect

To connect Twilio to Pabbly Connect, you have to enter the account SID and authorization token of your Twilio account in the Pabbly Connect dashboard. For this, you have to log in to your Twilio account.

(a) Copy Authorization Token

Copy-Account-SID Twilio

Now, you have to click on ‘Setting’ in your Twilio dashboard to copy the account SID and authorization token. After clicking on ‘Settings’ click on ‘General’, here you will find the required details. Simply copy these details to move further.

(b) Add Account SID and Authorization Token

Paste-the-API-Key Twilio

Simply paste the account SID and authorization token in the Pabbly Connect dashboard and then click on the ‘Save’ button.

(c) Map the Fields

Map the Fields

After saving your workflow map up all the required fields like message body, recipient number, etc.

(d) Send a Test Request

Send Test Request

Once you are done mapping up all fields click on the ‘Send Test Request’ button.

Step 10: Check Response in Twilio Dashboard

Check Response

Here, you can see that our integration was successful and the message has been sent from the Twilio account automatically on the creation of a new subscriber in Chargebee. Now, whenever there will be any new subscription in your Chargebee account, the message will be automatically sent from your Twilio account.

Conclusion –

Good job my friend! Now that you have learned how to send Twilio SMS from new Chargebee subscription, you can integrate any applications via Pabbly Connect to automate your entire workflow without any coding skills. Pabbly Connect is the magic wand that you can use to automate your projects and save a lot of time and effort.

Therefore, signup for a free account now for the best integration experience. In case of any doubts or suggestions, please leave your comments below.

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How to Create Salesforce Leads from New Chargebee Subscriptions

How to Create Salesforce Leads from New Chargebee Subscriptions

Are you looking for some way to integrate Chargebee and Salesforce without any coding skills?

If yes then maybe we can give a solution to this question.

In this article, I’ll be using the Pabbly Connect service to automate the lead creation on Salesforce whenever there is a new subscription on Chargebee. Pabbly Connect is the best option available in the market as its interface is extremely easy-to-use and tasks set-up takes minute intervals. You can automate repetitive tasks using this service very easily.

How to Create Salesforce Leads from New Chargebee Subscriptions

Before we begin the whole procedure let’s first understand a little about the services that are involved as well as the use case here.

Chargebee is a cloud-based subscription billing solution that helps you with recurring billing, invoicing, subscriptions, etc. Whereas Salesforce is an online CRM tool that helps business to grow by making strategies to increase profit using the various reports generated.

By integrating these two software you can easily, leads get created automatically on Salesforce for every new subscriber entry on Chargebee. This way you’ll save your time in manual & repetitive task of creating leads for the Salesforce new subscribers.

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  

As we are going to use Pabbly Connect for the Chargebee to Salesforce integration here, let’s know a wee bit about this service too. Pabbly Connect is an affordable choice to connect services for sharing data in real-time.

It offers using 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 Chargebee and Salesforce straightaway.

How to Create Salesforce Leads from New Chargebee Subscriptions (step by step)

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 Chargebee with Salesforce Integration

(a) Start with a New Workflow

Create New Workflow

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

(b) Name the Workflow

chargbee_to_salesforce_workflow

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

Step 4: Setting Trigger for Chargebee to Salesforce Integration

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

(a) Select Application you want to integrate

Integrate Chargebee

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

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

(b) Select Method & Connect with Chargebee

Select Method & Connect

Select the method in here to be ‘New Subscription’ & then click on ‘Connect with Chargebee’ button.

Step 5: Connecting Chargebee to Pabbly Connect

Sign-in your Chargebee dashboard and go to settings.

(a) Click on Chargebee Settings

Click-Settings-Chargebee

After logging into your Chargebee account, click on the ‘Settings’ option, and then click on ‘Configure Chargebee’.

(b) Click on the API Keys

Click-API-Keys-Chargebee

Next, you need to scroll down and click on the ‘API Keys’ option.

(c) Copy the API Key

Copy-API-Key-Chargebee

Now, you have to simply copy the given API key or you can also generate a new API key by clicking on the ‘Add API Key’ button.

(d) Paste the API Key

paste_api_key_site_name

After copying the API key, now you have to paste it into the Pabbly Connect dashboard. You can find the Chargebee site name from the subdomain of your Chargebee account. Once, you have pasted all the required details, then hit the ‘Save’ 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 Chargebee subscriber. So, let’s just test the trigger by making a form entry on Chargebee.

(a) Click on Subscriptions

Click-on-Subscriptions-Chargebee

To add a subscriber, first, you have to click on the ‘Subscriptions’ option in your Chargebee dashboard.

(b) Click on Create Subscription

Click-on-Create-Subscription-Chargebee

Once you reach the subscription page, now click on the ‘Create Subscription’ button to add a new subscriber.

(c) Add Details

Add Subscription Details

In this step, now you have to add all the required details of the subscriber like first name, last name, company, email, phone number etc.

Add locale, subscription details, start date, number of billing cycles, and billing info.

(d) Click on ‘Create Subscription’

Click on Create Subscription

Lastly, click on ‘Create Subscription’.

(d) Send a Test Request

Send-Test-Request-Chargebee

After adding a new subscriber in Chargebee, now we will capture the data by clicking on the ‘Save & Send Test Request’ button in Pabbly Connect.

(c) Check & Save Trigger Response

Check & Save Trigger Response

Check the trigger response, you can check all the form feeds.

Step 7: Setting Action for Chargebee to Salesforce Integration

Now, as we have gathered all the necessary information to create a Salesforce lead from Chargebee 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

Integrate Salesforce

Next, push the plus button next to the Salesforce action.

Select the app to integrate as ‘Salesforce’ and method as ‘Create Lead’.

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

(b) Go to your Salesforce Account & Reveal the API Key

Reveal API Key

Now, go to your Salesforce account and click on the ‘Developers’ option in the left verticle menu.

A secondary menu will open-up below it, click on the API keys option in it.

Lastly, click on the ‘Reveal test key’ button.

(c) Copy the API Key

Copy API Key for Stripe to ConvertKit

Click on the revealed API key and it will get copied to clipboard.

(d) Paste the Salesforce API Key on Pabbly Connect

Paste API Key for Typeform to Stripe

Paste the copied Salesforce API key on Pabbly Connect action.

(e) Map Email ID

Map Fields

Now, map the email id 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

send Test Request for WooCommerce to Stripe

Click on ‘Save & Send Test Request’ button.

(g) Check & Save Response

Check & 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 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 Salesforce Dashboard

Lead Entry on Salesforce

Also, you can check the lead’s entry on your connected Salesforce account.

Wind-Up

Well, this is all about ‘How you can create Salesforce leads from new Chargebee subscriptions’. Consequently, after completing the step by step procedure, you will end up creating Salesforce leads from the new Chargebee subscribers automatically.

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

Also, do comment your feedback below over this integration.

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