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How to Add Ontraport Contact from New WooCommerce Orders

How to Add Ontraport Contact from New WooCommerce Orders

Do you want to know how to add Ontraport contact from new WooCommerce orders? If yes, then you are in the right place. Here, we will tell you how you can easily sync these two services via a magic tool called Pabbly Connect.

How to Add Ontraport Contact from New WooCommerce Orders

But before we get into the syncing process, let’s talk a little bit about these two services first. 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. And Ontraport is a business automation software for entrepreneurs, solopreneurs and small businesses that incorporates tools like CRM, marketing automation, e-commerce and reporting.

Through Pabbly Connect when you will sync these two services, then whenever there will be a new purchase on your WooCommerce account, the contact will be added to your Ontraport account automatically. You won’t even have to do anything and you will save a lot of time as well.

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 

Aside from the integrations, Pabbly Connect also comes with so many great features:

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

and the amazing part is that you can access all the features even with the free plan.

How to Add Ontraport Contact from New WooCommerce Orders (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create Workflow

4. Setting Trigger

5. Connecting to WooCommerce

6. Make a Purchase

7. Test the Response

8. Setting Action

9. Connecting with Ontraport

10. Check Response

Hence, without any further delay, let’s start the process to add Ontraport contact from new WooCommerce orders.

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s begin the process to add Ontraport 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 Ontraport 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 Workflow

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

Step 4 : Setting Triggers for WooCommerce to Ontraport Integrations

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 “New Order Created” in the choose method section.

(b) Copy the Webhook URL

Copy-the-Webhook-URL-2

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 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 Ontraport Integrations

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

(a) Select Application you Want to Integrate

Select Ontraport

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

(b) Click the Connect Button

Click Connect Ontraport

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

Step 9: Connecting Ontraport to Pabbly Connect

To connect Ontraport to Pabbly Connect, you have to paste the API site ID and API key into the Pabbly Connect dashboard from your Ontraport account. For this, you have to log in to your Ontraport account.

(a) Click on the Link

Click on Link to Get API Ontraport

To get the API site ID and API key, click on the link given below.

(b) Copy the API Key

Copy API Keys Ontraport

After reaching the API key page of your Ontraport account. Just copy the given API ID and API key to proceed further.

(c) Paste the API Key

Paste the API Keys Ontraport

Next, paste the copied API ID and API key into the Pabbly Connect dashboard and then hit the “Save” button.

(d) Map the Fields

Map the Fields Ontraport

After connecting with your Ontraport account, map all the fields quickly like name, email, etc.

(e) Save and Send Test Request

Send Test Request Ontraport

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

Step 10: Check Response in Ontraport Dashboard

Check Response Ontraport

Here, you can see that our integration was successful. The contact has been added to the Ontraport account on the creation of new order in WooCommerce automatically. Now, whenever there will be any new purchase in your WooCommerce account, the contact will be automatically added to your Ontraport account.

Conclusion –

At last, this is the most effective and time-saving way to add Ontraport contact from new WooCommerce orders. Pabbly Connect is the answer to all your integration needs, as you just have to make a few clicks and you are good to go.

Therefore, signup for free today and explore the world of hassle-free integrations. In case of any doubts or suggestions, please leave your comments down below.

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How to Create Google Calendar Events from New Trello Cards

How to Create Google Calendar Events from New Trello Cards

If you want to create events on Google Calendar from your Trello to-do list then here we are going to step by step procedure using the following steps you can set it up.

And every time, when a new card is created on Trello, an event is added in your Google Calendar using Pabbly Connect. This automation can help you schedule in the timing of your tasks on your calendar.

How to Create Google Calendar Events from New Trello Cards

Before getting started, let’s first understand a little about the services as well as the use case that is used here.

Trello is an online Kanban-style list-making application. It provides boards to organize your projects. On the other hand, Google Calendar is an event scheduling platform that helps you schedule meetings, reminders & events and get reminders about the upcoming activities.

The use case is pretty simple, whenever a card is added on Trello automatically an event is added for the same on Google Calendar. This way, you won’t need to do the repetitive task manually.

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 Trello to Google Calendar integration here, let’s perceive it a little bit too. Pabbly Connect is an affordable option to connect services for sharing data in real-time. It saves a lot of your time from the repetitive tasks and automates them.

It offers many premium features like 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 Trello and Google Calendar straightaway.

How to Create Google Calendar Events from New Trello Cards (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create a Workflow

4. Setting Trigger

5. Connecting to Trello

6. Test the Response

7. Setting Action

8. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

First, visit the Pabbly Connect website & hit the ‘Sign-Up Free‘ button. Next on the registration page that opens subsequently either use your existing Gmail 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 Trello with Google Calendar Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow to add an event on Google Calendar for every new Trello card & to do this push the ‘Create Workflow’ button first.

(b) Name the Workflow

Trello to Google Calendar Workflow

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

Step 4: Setting Trigger for Trello to Google Calendar Integration

To automatically add Google Calendar event for the newly added Trello cards, you’ll need to set-up a trigger on the new Trello cards and its respective action to add an event on Trello using Pabbly Connect.

(a) Select Application you want to integrate

Integrate Trello

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

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

(b) Select Method & Copy Webhook URL

Select Method & Connect with Trello

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

Step 5: Connecting Trello to Pabbly Connect

As the system is asking for a Trello account username, API key and token, log in to your Trello account and feed the necessary field details.

(a) Login to Your Trello Account

Copy Username

First, log in to your Trello account and then press the profile icon. Then, click on the ‘Profile and Visibility’ option.

A page will open up containing the Username. Copy your username from here.

(b) Paste the Username

Paste Username

Paste the copied username in the Pabbly Connect trigger connection window.

(c) For API Key & Token Click the ‘here’ Text Anchor

Click Here

Now, for the API Key, click the ‘here’ text anchor or go to ‘https://trello.com/app-key/’.

(d) Copy API Token

Copy API Ke

Copy the API key from here.

(e) Paste the Copied API Key

Paste API Key

Paste the API key in the Pabbly Connect trigger’s ‘API Key’ field.

(f) Generate Token

Click on Generate Token

On the Trello API Key window, you will find a link to generate the token. Click on the Token anchor to generate a token.

You’ll be direct to authorize your Trello account next. Complete the token generation process.

(g) Copy the Token

Copy Token

Copy the generated token.

(h) Paste the Token

Paste Token & Save

Paste the copied token and then click ‘Save’.

(i) Select the Board & List

Select Board & List

Once you successfully authorize and connect your Trello account, the system will auto-populate all the boards and lists in it.

Select the board and list that you want to use in this workflow.

Lastly, hit the ‘Save & Send Test Request’ button.

Step 6: Test the Response in Pabbly Connect Dashboard

As we can see, we are done setting up the trigger to auto-create tasks in ClickUp for new Trello cards. So now, let’s just test the trigger by making a test request on the trigger set-up.

(a) Capture Webhook Response

Capture Webhook Response for Trello to Google CalendarClick the ‘Capture Webhook Response’ button first.

(b) Click on ‘Add a card’

Click on Add Card

Now, go back to your Trello account and click on ‘Add a card’.

(c) Name & Add a Card

Add a Card

Name the card and click on the ‘Add Card’ button.

(d) Check & Save the Trigger Response

Check & Save Response

You can check the captured trigger response in the Pabbly Connect trigger window. You can see all the data from Trello ‘New Card’ trigger response.

(e) Click on Trello Card ‘Edit Icon’

Edit Card

Click the pencil icon, next to your recently created Trello card.

(f) Add Description

Add Description & Click on Due Date

Add the description and click ‘Save’. Then click on ‘Due Date’.

(g) Set Due Date

Set Due Date

Now, select a date from the calendar available and click on ‘Save’.

(h) Integrate Trello Action

Integrate Trello Again

Now, once again integrate Trello.

(i) Select Method & Connect

Get Card Details

This time select the method in here as ‘Get Card Details’ & hit the ‘Connect with Trello’ button.

(j) Select Credentials

Choose Credentials

Select the already fed credentials to connect with Trello this time.

Click the drop-down menu of the ‘Select Your Credentials’ field and select the saved credentials.

Lastly, hit ‘Save’.

(k) Map the Card Id

Map Card Id

Map the Card Id from the trigger response and then hit ‘Save & Send Test Request’ button.

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.

(l) Check & Save Card Details

Check & Save Card Details

Check the API Response for this action and you will see the updated information about the created card.

Step 7: Setting Action for Trello to Google Calendar Integration

Now, as we have gathered all the necessary information to create a Google Calendar event from Trello response. We can proceed to feed this data as an action so that a new customer gets created automatically.

(a) Select Application you want to Integrate

Integrate Google Calendar

Next, push the plus button next to the Google Calendar action.

Select the app to integrate as ‘Google Calendar’ and method as ‘Create Customer’.

Lastly, click on the ‘Connect with Google Calendar’ button.

(b) Authorize Google Account

Authorize Google Account

Click on ‘Connect with Google Calendar’ button in the window that slides in from the right.

(e) Map Fields

Map Fields

Map all the required fields from the gathered response.

(f) Mention Guest, Recurrence Rule & Send Test Request

mention_guest_and_recurrence_rule

Mention the guests and recurrence rule as per the help text given below it. And send a test request.

(g) Check & Save Response

Check the Final Action 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 Google Calendar

Entry On Google Calendar

Also, you can check the customer’s entry on your connected Google Calendar account.

Wind-Up

Well, this is all about ‘How to create Google Calendar events from new Trello cards’. Consequently, after completing the step by step procedure, you will end up adding Google Calendar events from the newly added tasks on Trello automatically.

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

Do comment your feedback below over this integration.

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How to Create Shopify Customer from New Chargebee Subscription

How to Create Shopify Customer from New Chargebee Subscription

Wouldn’t it be easier if you can just create Shopify customer from new Chargebee subscription automatically? Of course, it would be such a timesaver and if you were thinking about it too, then keep reading as this blog is for you.

How to Create Shopify Customer from New Chargebee Subscription

As, in this blog, you will get a step by step guide to integrate Chargebee into Shopify. 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, Shopify is a subscription to a software service that offers you to create a website and use their shopping cart solution to sell, ship, and manage your products.

Therefore, integrating these two services can help you import all the Chargebee subscriptions to Shopify as customers 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 Shopify? 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.

How to Create Shopify Customer from New Chargebee Subscription (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create Workflow

4. Setting Trigger

5. Connecting to Chargebee

6. Add a Subscriber

7. Test the Response

8. Setting Action

9. Connecting to Shopify

10. Check Response

So, without wasting any more time, let’s begin with the steps to add new Chargebee subscriptions to Shopify as customers.

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s kick off the process to create Shopify customer 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 Shopify 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 Shopify’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Chargebee with Shopify 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

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

(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.

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 Shopify Integration

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

(a) Select Application you Want to Integrate

Select Shopify

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

(b) Click the Connect Button

Click Connect Shopify

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

Step 9: Connecting Shopify to Pabbly Connect

To connect Shopify to Pabbly Connect, you have to paste the private app password from Shopify into Pabbly Connect. For this, you have to log in to your Shopify account.

(a) Click on Apps

Click on Apps Shopify

To get the private app password, click on the ‘Apps’ option on your Shopify dashboard.

(b) Click Manage Private Apps

Click on Manage Private Apps

Now, scroll down and click on the ‘Manage Private Apps’ option given below.

(c) Create New Private App

Click on Create New Private App

Next, click on the given ‘Create New Private App’ button at the top of the screen.

(d) Name the App

Name the App

Here, you have to name the app and add the emergency developer email address. You can name the app whatever you like.

(e) Update Access

Update Access

Now after naming the app, scroll down and you will find several options here you have to update the access permission as ‘Read Access’ and ‘Read and Write’ accordingly.

(f) Click on Save Button

Click on Save Button Shopify

After updating access in all the options, click on the given ‘Save’ button.

(g) Click on Create App

Click on Create App Shopify

Now, finally, click on the ‘Create App’ button to get the private app password.

(h) Copy Private App Password

Copy Password Shopify

Next, simply copy the given private app password and move further.

(i) Paste the Credentials

Paste the Credentials Shopify

Paste the copied private app password in Pabbly Connect and you can find the subdomain from your Shopify account’s URL. After making all the changes, click on the ‘Save’ button.

(j) Map the Fields

Map the Fields

After connecting with your Shopify account, map all the fields quickly like name, email, etc.

(k) Save and 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 Shopify Dashboard

Check Response

Here, you can see that our integration was successful and the customer has been added to the Shopify account automatically on the creation of a new subscriber in Chargebee. Now, whenever there will be any new subscription in your Chargebee account, it will be automatically added as a customer in Shopify.

Conclusion –

In the end, this was our take on ‘How to Create Shopify Customer from New Chargebee Subscription‘. Now that you have understood how Pabbly Connect works and how it can help you in saving a lot of time and effort, you can integrate any applications easily. You just have to follow these simple steps and once the integration is done, then Pabbly Connect will do the rest for you. Thus, go ahead and signup for free to enjoy this amazing automation and integration service.

For further queries, please drop your comments below. We will get back to you as soon as possible.

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How to Add Zoho CRM Contacts from New WooCommerce Orders

How to Add Zoho CRM Contacts from New WooCommerce Orders

Tired of searching for a way to add Zoho CRM contacts from new WooCommerce orders? 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 Contacts from New WooCommerce Orders

As most of us already know that WooCommerce is an open-source e-commerce plugin for WordPress that allows its users to build an online store. On the other hand, Zoho CRM is a CRM tool that helps businesses & organizations to build customer relationships and streamline processes so they can increase sales, improve customer service, and increase profitability

Therefore, by integrating WooCommerce with Zoho CRM, whenever an order is placed in WooCommerce, the contact will get automatically updated in Zoho CRM. 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 

Fundamentally, Pabbly connect is an integration software that helps in transferring data from one app to another in real-time. Moreover, 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.

https://www.youtube.com/watch?v=MMJkKgQDD4M

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

How to Add Zoho CRM Contacts from New WooCommerce Orders (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create a Workflow

4. Setting Trigger

5. Connecting to WooCommerce

6. Test the Response

7. Setting Action

8. Connecting to Zoho CRM

9. Check Response

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

Step 1: Sign up to Pabbly Connect

Sign up to Pabbly Connect

Start the process by connecting WooCommerce to Zoho CRM by pressing 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

Subsequently, 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

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

(b) Name the Workflow

Name the Workflow

Besides, add the name of workflow which in our case is “WooCommerce to Zoho CRM”. Nevertheless, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for WooCommerce to Zoho CRM Integration

Succeeding, after building a workflow, you have to 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 choose “WooCommerce” from the dropdown, then choose the “New Order Created” option in order to add contact in Zoho CRM 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

Promptly, to add a contact in Zoho CRM whenever a new order is placed in WooCommerce, you gotta paste the copied Webhook URL in the software. Hence to do 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

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

(b) Click on Advanced Option

Click on Advanced Option

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

(c) Click on Webhooks Option

Click on Webhooks Option

Ultimately, when you hit “Webhooks”, it will open a new tab with a particular option. Now, hit the “Add Webhook” option in order to paste the Webhook URL.

(d) Add Webhook

Add Webhook

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

(e) Make a Test Purchase

Make a Test Purchase

Instantly, 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 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 Zoho CRM Integration

In order 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

Next, hit 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 hit the “Connect with Zoho CRM” button to move forward.

Step 9: Connecting Zoho CRM to Pabbly Connect

Next, in order to connect Zoho CRM to Pabbly Connect, you have to authenticate the application. Hence for that, you have to log in to your Zoho CRM account.

(a) Click on Connect Button

Click on Connect Zoho CRM 1

Subsequently, in order to authenticate your Zoho CRM account, you need to again hit the “Connect with Zoho CRM” button.

(b) Enter Domain Name

Enter Domain Name

Forthwith, 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

Furthermore, in order to finally connect Zoho CRM to Pabbly Connect, hit the “Accept” button.

(d) Map the Fields

How

After connecting with your Zoho CRM account, map all the fields quickly like list ID, 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 to Add New Stripe customers to ActiveCampaign as Customer

As you can see, the data has been successfully sent to Zoho CRM. Hereafter, just hit the “Save” button to save the whole workflow.

Step 9: Check Response in Zoho CRM Dashboard

Check Response in Zoho CRM Dashboard

Hither, 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. Forthwith, whenever there will be any new order is placed in your WooCommerce account, they will be automatically add as contacts in your Zoho CRM account.

Conclusion –

Ultimately, now you know “How to Add Zoho CRM Contacts from New WooCommerce Orders“. 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. Simply follow this step by step procedure mentioned above and 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. In case of any queries, please drop your comments below. We will get back to you as soon as possible.

You May Also Like To Read –

Posted on

How to Create AWeber Subscribers from Updated WooCommerce Orders

How to Create AWeber Subscribers from Updated WooCommerce Orders

What if you can automate the manual task of creating AWeber subscribers from updated WooCommerce orders in real-time and that too without any coding.

How to Create AWeber Subscribers from Updated WooCommerce Orders

Wouldn’t that be too helpful and time-saving for you? Well, of course, it will. You only need a connecting service that can enable you to transfer information from one application to another. In this blog, I’ll be using Pabbly Connect to do so, as it is the easiest way to automate your 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 an open-source e-commerce plugin for WordPress. It is designed for small to large-sized online merchants. Whereas AWeber is an email marketing app that allows you to: create a mailing list and capture data onto it, design newsletters that can be sent to the subscribers on your list.

Consequently, integrating these two services can help you import all the updated WooCommerce orders to AWeber as subscribers 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 to integrate these two services. It 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.

How to Create AWeber Subscribers from Updated WooCommerce Orders (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create Workflow

4. Setting Trigger

5. Connecting to WooCommerce

6. Add a Customer

7. Test the Response

8. Setting Action

9. Connecting to AWeber

10. Check Response

Thus, without taking any more of your time, let’s start the blog about how to create AWeber subscribers from updated WooCommerce orders.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process to create AWeber subscribers from updated 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 AWeber 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 Workflow

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

Step 4 : Setting Triggers for WooCommerce to AWeber 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

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 “Order 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 “Order 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 an Order

To check if the integration is capturing data or not, we will update an order in WooCommerce.

(a) Click on Orders

Click on Orders

To update an order, click on the “Orders” option given on the side of the screen and then select any one order that you want to update.

(b) Update the Details

Update the details WooCommerce

Now simply click on the “Sipping” option and then update the details like name and email of the customer.

(c) Click on Update

Click Update Button

After filling in the details, click the “Update” button, but before that 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 “Update” 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 AWeber Integrations

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

(a) Select Application you Want to Integrate

Select Aweber

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

(b) Click the Connect Button

Click Connect Aweber

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

Step 9 : Connecting AWeber to Pabbly Connect

To connect AWeber with Pabbly Connect, you need to authorize the application and grant permission. For that, you have to log in to your AWeber account.

(a) Authorize Application

Authorize Application

As you click on connect button, a window will slide in from right side, here you have to again click on the “Connect with AWeber” button to authorize the application. After clicking the button, grant the permission to connect your AWeber account with Pabbly Connect.

(b) Map the Fields

Map the Fields

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

(c) 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 AWeber Dashboard

Check Response

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

Conclusion –

Well, this is all about “How to Create AWeber Subscribers from Updated WooCommerce Orders”. Consequently, after completing this step by step procedure, you will end up adding AWeber subscribers from updated WooCommerce orders 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.

You May Also Like to Read –

Posted on

How to Create Sendinblue Contacts from New WooCommerce Orders

How to Create Sendinblue Contacts from New WooCommerce Orders

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

How to Create Sendinblue 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. On the other hand, Sendinblue is an all-in-one marketing platform that offers features like email marketing, SMS marketing, Chat, CRM, Marketing Automation, Landing Pages, etc.

Henceforth, by integrating WooCommerce with Sendinblue, whenever an order is placed in WooCommerce, the contact will get automatically updated in Sendinblue. 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 

Primarily, Pabbly connect is an integration software that helps in integrating two or more software in real-time. Not only that, but 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.

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

How to Create Sendinblue Contacts from New WooCommerce Orders (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create a Workflow

4. Setting Trigger

5. Connecting to WooCommerce

6. Test the Response

7. Setting Action

8. Connecting to Sendinblue

9. Check Response

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

Step 1: Sign up to Pabbly Connect

Sign up to Pabbly Connect

Start the process by connecting WooCommerce to Sendinblue by pressing 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 Sendinblue Integration

(a) Start with a New Workflow

Create New Workflow for Stripe to ActiveCampaign Integration

Start the procedure 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 which in our case is “WooCommerce to Sendinblue”. However, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for WooCommerce to Sendinblue Integration

Next, after building a workflow, you have to choose the integration app to connect your Woocommerce account to Sendinblue. 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 following step is to choose “WooCommerce” from the dropdown, then choose the “New Order Created” option in order to create a contact in Sendinblue 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

Now, to create contact in Sendinblue whenever a new order is placed in WooCommerce, you gotta 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

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

(b) Click on Advanced Option

Click on Advanced Option

Besides, when you hit “Settings”, it will open a tab with certain options. Solely 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. Now, hit the “Add Webhook” option in order to paste the Webhook URL.

(d) Add Webhook

Add Webhook

Additionally, name the Webhook as per your demand. 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, hit the “Save Webhook” button.

(e) Make a Test Purchase

Make a Test Purchase

Momentarily, 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 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 Sendinblue Integration

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

(a) Select Application you Want to Integrate

Select Sendinblue

Later on, hit the + button below & choose the application that you want to integrate. Here we will choose “Sendinblue” to integrate and in the method section select “Create a Contact”.

(b) Click the Connect Button

Click Connect Sendinblue

After choosing the application hit the “Connect with Sendinblue” button to move forward.

Step 8: Connecting Sendinblue to Pabbly Connect

Now, in order to connect Sendinblue to Pabbly Connect, you have to paste the API key into the Pabbly Connect dashboard from your Sendinblue account. Hence for that, you have to log in to your Sendinblue account.

(a) Click on the API Link

Click on Link to get API Key

Once you hit the “Connect” button, a pop-up will slide in from the right side asking for the API key of your Sendinblue account. Just, hit the given link to get the API key.

(b) Copy the API Key

Copy API Key Sendinblue

After you press the API link, you will reach the SMTP & API page of your Sendinblue account. Simply copy the given API key in order to proceed further.

(c) Paste the API Key

Paste the API Key Sendinblue

Following that, paste the copied API key into the Pabbly Connect dashboard and then tap on the “Save” button.

(d) Map the Fields

How

After connecting with your Sendinblue account, map all the fields quickly like list ID, 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 to Add New Stripe customers to ActiveCampaign as Customer

As you can see, the data has been successfully sent to Sendinblue. Thereafter, just hit the “Save” button to save the whole workflow.

Step 9: Check Response in Sendinblue Dashboard

Check Response in Sendinblue Dashboard

Here, as you can see that our integration was successful and the WooCommerce data has been saved as a contact in your Sendinblue account automatically. Forthwith, whenever there will be any new order is placed in your WooCommerce account, they will be automatically saved as contacts in your Sendinblue account.

Conclusion –

Finally, now you know “How to Create Sendinblue Contacts from New WooCommerce Orders“. 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. Simply follow this step by step procedure mentioned above and your WooCommerce to Sendinblue integration is all set.

So, what are you waiting for? Go ahead & catch your deal by signing up for a free account. In case of any queries, please drop your comments below. We will get back to you as soon as possible.

You May Also Like To Read –

Posted on

How to Add Google Sheets Rows from New Sendinblue Campaign

How to Add Google Sheets Rows from New Sendinblue Campaign

In this blog, we are going to illustrate the step by step procedure to add Google Sheets rows from new Sendinblue campaign automatically using Pabbly Connect. This will automate the process to add Google Sheets rows from new Sendinblue campaign.

How to Add Google Sheets Rows from New Sendinblue Campaign

But before moving forward, let’s know a wee bit about both the software & why there is a need to integrate Sendinblue with Google Sheets. As we all know, Sendinblue is a SaaS solution for relationship marketing that offers a cloud-based marketing communication software suite with email marketing, SMS marketing, etc. 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.

By connecting Sendinblue with Google Sheets, one can automatically add rows in Google Sheets on every new contact addition in Sendinblue. 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 tools that allow you to integrate unlimited apps without any coding skills. Moreover, you can also access its features such as filters, path routers, etc even in its free plan.

How to Add Google Sheets Rows from New Sendinblue Campaign (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create WorkFlow

4. Setting Trigger

5. Connecting to Sendinblue

6. Add a Contact

7. Test the Response

8. Setting Action

9. Connecting to Google Sheets

10. Check Response

Here in this blog, we will understand how to integrate Sendinblue with Google Sheets using Pabbly Connect. So, let’s start the integration process.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process to add Google Sheets rows from new Sendinblue campaign 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 Sendinblue with Google Sheets 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 Workflow

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

Step 4 : Setting Triggers for Sendinblue with Google Sheets 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 Sendinblue

Now, you have to select the application that you want to integrate. In this case, we are choosing “Sendinblue” for integration. After selecting the application select “New Contact Added to a List” 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 Sendinblue to Pabbly Connect

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

(a) Go to Sendinblue Settings

Click Sendinblue Settings

Once you log into your Sendinblue account, go to the “Settings” section on the left of the dashboard.

(b) Click on Webhooks

Select Sendinblue Webhooks

After reaching the settings page, now click on the “Configure” button of the webhooks option.

(c) Click Add New Webhooks

Click Add New Webhook

Next, click on the “Add a New Webhook” button to paste the webhook URL.

(d) Paste the Webhook URL

Paste the Webhook URL

Now, paste the webhook URL and select the “Added to a List” option, and then hit the “Add” button.

Step 6 : Add a Contact

To check if the integration is capturing data or not, we will add a sample contact to the Sendinblue account.

(a) Click on Contacts

Click on Contacts Sendinblue

Now to add a contact, click on the “Contacts”  option in your Sendinblue dashboard.

(b) Click on Add a Contact

Click on Add a Contact Sendinblue

After selecting contacts, click on the “Add a Contact” button.

(c) Add Contact

Add a Contact Sendinblue

Add all the details of the contact like name, email, address, etc. After filling up all the required details, hit the “Save and Close” button. But before that, click on the “Capture Webhook Response” button 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 and Close” in Sendinblue 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 Sendinblue with Google Sheets Integrations

To make this Sendinblue-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 with Pabbly Connect, you have to select your Google Account to authorize the application.

(a) Authorize the Application

Authorize Application

After clicking on the button, a pop-up window will appear where you have to click on the “Connect with Google Sheets” button to authorize your Google account. Select your account for data transmission.

(b) Map the Fields

Map the Fields

After connecting with your Google account, map all the fields quickly like list ID, name, etc.

(c) Save and 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 Google Sheets

Check Response

Here, you can see that our integration was successful and the Sendinblue contact info has been saved in your Google Sheet automatically. Now, whenever there will be any new contact in your Sendinblue account, they will be automatically saved in your Google Sheets.

Conclusion –

Finally, now you know how to add Google Sheets rows from new Sendinblue campaign. 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 Sendinblue 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.

You May Also Like to Read –

Posted on

How to Add Stripe Customer from New WooCommerce Customer

How to Add Stripe Customer from New WooCommerce Customer

Are you here looking for some way to integrate WooCommerce and Stripe without coding?

If yes then the answer to this is right here!

In this article, I’ll be using the Pabbly Connect service to automate the customer creation on Stripe whenever there is an order placed by a new customer or new customer signup on WooCommerce store. Pabbly Connect is the best option available in the market as the 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 Add Stripe Customer from New WooCommerce Customer

Before getting started with the whole procedure let’s first understand a little about the services as well as the use case here.

WooCommerce is an eCommerce plugin for WordPress. It provides many features for creating & managing online stores. This service offers many vital features like inventory & tax management, secure payments, shipping integration etc.

Whereas Stripe is a payment processing software that helps accepting payments, invoicing, managing payouts, issuing cards, financing, business spends management etc to its users for the various business types.

After completing the process given in this blog, customers get created automatically on Stripe for every new customer entry on WooCommerce.

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 Stripe integration here, let’s know the service a little too. Pabbly Connect is an affordable option to connect services for sharing data in real-time.

It offers using premium features like 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 Stripe straightaway.

How to Add Stripe Customer from New WooCommerce Customer (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create a Workflow

4. Setting Trigger

5. Connecting to WooCommerce

6. Test the Response

7. Setting Action

8. Check Response

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 Stripe Integration

(a) Start with a New Workflow

Create New Workflow

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

(b) Name the Workflow

WooCommerce to Stripe Workflow

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

Step 4: Setting Trigger for WooCommerce to Stripe Integration

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

(a) Select Application you want to integrate

Integrate WooCommerce for WooCommerce to Stripe

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 for your site then click on the ‘WooCommerce’ option available in the left-vertical dashboard menu. And then click the ‘Settings’ option on the secondary menu that become visible after clicking ‘WooCommerce’.

Else, if you don’t have the WooCommerce plugin enabled for your website then install it and do enable it first. And then do follow the above-explained steps.

(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 the page’s menu.

(c) Click on Webhooks

Click on Webhook for WooCommerce to Stripe

Further, another page will open up carrying another menu below the setting’s menu. Click on the ‘Webhook’ option.

(d) Click on ‘Add Webhook’ Button

Click Add Webhook

The page carrying all the webhooks created so far will open up.

Push the ‘Add webhook’ button present next to the ‘Webhooks’ head.

(e) Paste the Delivery URL

Paste API Key for WooCommerce to Stripe

A page will open up carrying the Webhook data box.

Fill in the name that you wanna give to your Webhook.

Change the value of the ‘Status’ field to be ‘Active’ by selecting the same option from its field drop-down.

Next, select the ‘Topic’ field value to be ‘Order Created’ from the field’s drop-down menu.

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

And lastly, save the Webhook settings by clicking 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 subscriber. So, let’s just test the trigger by making a form entry on WooCommerce.

(a) Capture Webhook Response

Capture Webhook Response for WooCommercd to Stripe

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

(b) Make a Registration on WooCommerce Site

WooCommerce Registration

Go to your the WooCommerce account & select the ‘Lists & Subscribers’ option from the top horizontal menu and then select the list that you’ve mentioned above.

(c) Trigger Response

Check & Save Trigger Response

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

Step 7: Setting Action for WooCommerce to Stripe Integration

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

(a) Select Application you want to Integrate

Integrate Stripe for WooCommerce to Stripe

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

Select the app to integrate as ‘Stripe’ and method as ‘Create Customer’.

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

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

Reveal API Key

Now, go to your Stripe 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 Stripe API Key on Pabbly Connect

Paste API Key for Typeform to Stripe

Paste the copied Stripe API key on Pabbly Connect action.

(e) Map Email ID

Map Email for WooCommerce to Stripe

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 Response for WooCommerce to Stripe

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 Stripe Dashboard

Stripe Customer Entry for WooCommerce to Stripe

Also, you can check the customer’s entry on your connected Stripe account.

Wind-Up

Well, this is all about ‘How to add new Stripe customer from WooCommerce subscribers’. Consequently, after completing the step by step procedure, you will end up creating Stripe customers from the new WooCommerce 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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How to Add SendPulse Subscribers from New WooCommerce Customers

How to Add SendPulse Subscribers from New WooCommerce Customers

Fed up with manually adding SendPulse subscribers from new WooCommerce customers? 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 Subscribers from New WooCommerce Customers

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 customers. 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 called 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 its’ all the features with the free plan.

How to Add SendPulse Subscribers from New WooCommerce Customers (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create Workflow

4. Setting Trigger

5. Connecting to WooCommerce

6. Add a Customer

7. Test the Response

8. Setting Action

9. Connecting to SendPulse

10. Check Response

Hence, without taking any more of your time, let’s get started with the blog about how to create SendPulse subscribers from new WooCommerce customers.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process to add SendPulse subscribers from new WooCommerce customers 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

How

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-1

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 Customer Created” in the choose method section.

(b) Copy the Webhook URL

Copy-the-Webhook-URL-3-1

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-1-1

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

(b) Click on Advanced Option

Click-Advanced-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-1-1

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 Created”. Then in the delivery URL, paste your copied URL from Pabbly Connect. After making all changes, click the “Save Webhook” button.

Step 6 : Add a Customer

To check if the integration is capturing data or not, we will add a sample customer in WooCommerce.

Add Customer

To add a customer, open the registration page in a new tab and then add all the customer details like username, email, etc. After filling in the details, click the “Register” button, but before that 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 “Register” 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 a 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 customer from WooCommerce has been added to the SendPulse automatically as a subscriber. Now in a similar way, whenever there will be any new customers in your WooCommerce store, the subscriber will be automatically added to your SendPulse account.

Conclusion –

Hopefully, now you know “How to Create SendPulse Subscribers from New WooCommerce Customers”. 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.

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Posted on

How to Add Salesforce Lead from New WooCommerce Order

How to Add Salesforce Lead from New WooCommerce Order

Looking for a way to add Salesforce lead from new WooCommerce order? If yes! Then look no further, as here you will get the easiest way to integrate WooCommerce with Salesforce using Pabbly Connect.

How to Add Salesforce Lead from New WooCommerce Order

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. Whereas, Salesforce offers a customer relationship management service that helps businesses to use cloud technology to better connect with customers, partners, following up sales leads, etc.

Therefore, by integrating WooCommerce with Salesforce, whenever an order is placed in WooCommerce, the lead will get automatically added to Salesforce. Hence 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. Not only that, but 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.

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

How to Add Salesforce Lead from New WooCommerce Order (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create a Workflow

4. Setting Trigger

5. Connecting to WooCommerce

6. Test the Response

7. Setting Action

8. Connecting to Salesforce

9. Check Response

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

Step 1: Sign up to Pabbly Connect

Sign up to Pabbly Connect

Let us begin the procedure by connecting WooCommerce to Salesforce by tapping the “Sign Up Free” button on the Pabbly Connect dashboard. You can 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 Salesforce 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 pressing the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Furthermore, add the name of workflow that is “WooCommerce to Salesforce”. Although, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for WooCommerce to Salesforce Integration

After building a workflow, choose the integration app to connect your Woocommerce account to Salesforce. 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 following step is to choose “WooCommerce” from the dropdown, then choose the “New Order Created” option to add lead in Salesforce whenever an order is placed in WooCommerce.

(b) Copy the Webhook URL

Copy the Webhook URL

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

Step 5: Connecting WooCommerce to Pabbly Connect

In order to add lead in Salesforce whenever a new order is placed in WooCommerce, you need to paste the copied Webhook URL in the software. And 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, go to the “WooCommerce” section then there hit the “Settings” option.

(b) Click on Advanced Option

Click on Advanced Option

Besides, when you hit “Settings”, it will open a tab with several options. Solely 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. Moreover, press the “Add Webhook” option in order to paste the Webhook URL.

(d) Add Webhook

Add Webhook

Moreover, 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, hit 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. Simply hit the “Save” option.

Step 7: Setting Action for WooCommerce to Salesforce Integration

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

(a) Select Application you Want to Integrate

Select Salesforce

Next, hit the + button below & choose the application that you want to integrate. Here we have chosen “Salesforce” to integrate and in the choose method section select “Create Lead”.

(b) Click the Connect Button

Click on Connect Button

After choosing the application hit the “Connect” button to move forward.

Step 8: Connecting Salesforce to Pabbly Connect

Furthermore, in order to connect Salesforce to Pabbly Connect, you have to authorize the account through which you want to log into your Salesforce platform.

(a) Authorize the Account

How to Add Salesforce Leads from DocuSign Envelopes in Real-Time

Once you have selected Salesforce, then a pop-up window will appear on your screen. Here, press the “Connect” button & then select the account through which you want to login to Salesforce.

(d) Map the Feilds

How

Moving forward, map the required field from the drop-down option. Later, after entering all the details, click on the “Send Test Request” button to test the WooCommerce and Salesforce integration.

(e) Test the Submission and Save

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

As you can see, the data has been successfully sent to Salesforce. Afterward, simply tap on the “Save” button in order to save the entire workflow.

Step 9: Check Response in Salesforce Dashboard

Check Response in Salesforce Dashboard

Ultimately, when you check the lead section in Salesforce, your customer entry will automatically appear there.

Conclusion –

Hopefully, now you know “How to Add Salesforce Lead from New WooCommerce Order”. Just follow all the step by step procedure mentioned above & your WooCommerce to Salesforce integration is set. This is a one-time process, after which it will be automatically done by Pabbly Connect.

So, don’t wait anymore. Go and try Pabbly Connect for Free.

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