How to Add HubSpot Contact from New WooCommerce Customers

How to Add HubSpot Contact from New WooCommerce Customers

Are you wondering if there is a way to add HubSpot contact from new WooCommerce customers? If yes, then worry no more as today we are going to explain how you can integrate WooCommerce to HubSpot.

How to Add HubSpot Contact 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, HubSpot is an inbound marketing and sales platform that helps companies to attract visitors, convert leads, and close customers.

Thus, integrating these two services can help you automatically add contacts in HubSpot 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 none other than but 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 this 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 you can access all the features even with the free plan.

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

Step 1: Sign up to Pabbly Connect

Sign Up

We will begin the process to add HubSpot contact 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 HubSpot 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 HubSpot”, you can obviously name the workflow as per your requirements and needs.

Step 4 : Setting Triggers for WooCommerce to HubSpot 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 Customer Created” in the choose method section.

(b) Copy the Webhook URL

Copy-the-Webhook-URL-3

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

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-1

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

(d) Add Webhook

Paste-the-Webhook-URL-4_censored

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 HubSpot Integrations

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

(a) Select Application you Want to Integrate

Select Hubspot

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

(b) Click the Connect Button

Click Connect Hubspot

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

Step 9 : Connecting HubSpot to Pabbly Connect

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

(a) Click on HubSpot Settings Icon

Click-on-Settings-Icon

After clicking on the connect button, a window will slide in from the right side asking for an “API Key”. Next, you have to click on the “Settings” icon in your HubSpot account to copy the API key.

(b) Click on Integrations

Click-on-Integrations-1 HubSpot

Next, you have to click on the “Integration” option and then select “API Key”.

(c) Copy the API Key

Copy-the-API-Key-for-Hubspot

Simply copy the given API key to move further.

(d) Paste the API Key

Paste-the-API-Key-1_censored HubSpot

Paste the copied API key and then click on the “Save” button.

(e) Map the Fields

Map the Fields HubSpot

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

(f) Send a Test Request

Send Test Request HubSpot

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

Step 10 : Check Response in HubSpot Dashboard

Check Response HubSpot

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

Conclusion –

Alright, now that you have learned how to add HubSpot contact from new WooCommerce customers, you can readily integrate any applications and automate your projects. Once you start working with Pabbly Connect, you won’t stop appreciating the software. You can create unlimited workflows, integrate unlimited applications, work with so many premium apps, and you get all this for free. Therefore stop thinking and signup for your free account today.

In case of any queries or suggestions, please drop your comments below.

You May Also Like to Read –

How to Create Autopilot Contacts from New WooCommerce Orders

How to Create Autopilot Contacts from New WooCommerce Orders

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

How to Create Autopilot 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, Autopilot is a marketing automation software that allows businesses to automate repetitive tasks such as educating new subscribers, assigning leads, booking appointments, and following up sales leads.

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

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

Step 3: Workflow for WooCommerce to Autopilot Integration

(a) Start with a New Workflow

Create New Workflow for Stripe to ActiveCampaign Integration

Begin 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 Autopilot”. Yet, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for WooCommerce to Autopilot Integration

After building a workflow, you have to choose the integration app to connect your Woocommerce account to Autopilot. 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 consequent step is to choose “WooCommerce” from the dropdown, then choose the “New Order Created” option to create a contact in Autopilot 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

In order to create contact in Autopilot whenever a new order is placed in WooCommerce, you gotta paste the copied Webhook URL in the software. 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, just go to the “WooCommerce” section then there tap on the “Settings” option.

(b) Click on Advanced Option

Click on Advanced Option

Furthermore, 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

Ultimately, 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

Further, name the Webhook as per your requirement. Make sure that status should be “Active” & in the topic section, choose“Order Created”. Subsequently, 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 press 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 Autopilot Integration

Subsequently, to make Autopilot and WooCommerce integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Application you Want to Integrate

The consequent step is to hit the “+” icon then select “Autopilot” & in the choose method option, select ”Add New Contact to List”.

(b) Click the Connect Button

Click the Connect Button

Later, press the “Connect With Autopilot” button after making all the significant changes.

Step 8: Connecting Autopilot to Pabbly Connect

Moving on to the next step, now it’s time to send WooCommerce customer data to Autopilot as contacts.

(a) Click on the Given Link

Click on the Given Link

Now, click on the given link in order to get the “Autopilot Key” from Autopilot software. Once you click on the link, you will get redirected to your Autopilot account. Simply, log into your account and go to settings.

(b) Copy the API Key

Copy the API Key

Moving on, now click on the gear icon of settings, then hit the “Autopilot API” option. After that, simply copy the given API Key.

(c) Paste the API Key

Paste the API Key

Later, paste the API key in the given box and then hit the “Save” button to proceed further.

(d) Map the Feilds

Map the Feilds

Later on, map the required field from the drop-down option. Then, after entering all the details, hit the “Send Test Request” button to test the WooCommerce and Autopilot 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 Autopilot. Subsequently, just hit the “Save” button to save the whole workflow.

Step 9: Check Response in Autopilot Dashboard

Check Response in Autopilot Dashboard

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

Conclusion –

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

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

You May Also Like To Read –

How to Add New Stripe Customer from Campaign Monitor Subscribers

How to Add New Stripe Customer from Campaign Monitor Subscribers

Have you ever integrated Campaign Monitor and Stripe?

Maybe you have but here I’m going to do this without any coding. I’ll use Pabbly Connect service and walk you through the step by step procedure to auto-create customers on Stripe from Campaign Monitor subscribers.

How to Add New Stripe Customer from Campaign Monitor Subscribers

Before getting started with the procedure let’s first understand a little about the services & the use case.

Campaign Monitor is an email marketing service that helps you in sending automated emails to a very larger audience for purposes like welcoming a customer, sending someone a reminder about an upcoming event, or just saying happy birthday. 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.

This way whenever a new subscriber is added on Campaign Monitor instantly a customer is created on Stripe.

You must be wondering, how are we going to do this? Well, the best option is to use Pabbly Connect. As it is the best option available online for integrating service without hard-coding.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect  

Pabbly Connect is an affordable option to connect multiple services for sharing information in real-time. It will take only a minute interval to automate repetitive tasks. Moreover, you can use multiple premium Pabbly Connect features like routers, formatters, instant triggers, multi-step calls & unlimited app integrations to create limitless workflows without any restriction even in the free plan.

Now, without any further ado, let’s follow the step by step procedure to integrate Campaign Monitor and Stripe.

How to Add New Stripe Customer from Campaign Monitor Subscribers (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 Campaign Monitor 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 Campaign Monitor subscriber & to do this push the ‘Create Workflow’ button first.

(b) Name the Workflow

Campaign Monitor to Stripe Workflow

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

Step 4: Setting Trigger for Campaign Monitor to Stripe Integration

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

(a) Select Application you want to integrate

Integrate Campaign Monitor

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

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

(b) Select Method & Click on ‘Connect with Campaign Monitor’

Connect with Campaign Monitor

Select the method in here to be ‘New Entry’ & then click on the ‘Connect with Campaign Monitor’ button.

Step 5: Connecting Campaign Monitor to Pabbly Connect

To connect Pabbly Connect and Campaign Monitor for sharing data, you must authorize the use by sharing the API key.

(a) Go to Your Campaign Monitor Account Settings

Account Settings Campaign Monitor

Login in your Campaign Monitor account and click on the profile icon present at the top right corner.

Then select the ‘Account Settings’ option from the menu that opens next.

Next, click on the ‘API Keys’ section on the account settings page.

(b) Generate & Copy API Key

Show API Key

Now, click on the ‘Show API Key’ text anchor.

A pop-up window will open up asking for your account password. Feed the password and generate an API Key.

Lastly, copy the generated API key.

(c) Paste the API Key

Paste API Key for Campaign Monitor

Paste the copied API key on Pabbly Connect trigger and click on the ‘Save’ button.

(d) Select Client Account, List & Send Test Request

Send Test Request for Trigger

Select a Client Account, List ID & then click on ‘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 gather the data of a newly submitted Campaign Monitor subscriber. So, let’s just test the trigger by making a form entry on Campaign Monitor.

(a) Capture Webhook Response

Capture Webhook Response for Campaign Monitor to Stripe

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

(b) Select the List

Select the Mentioned List

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

(c) Click on ‘Add New Subscriber’ Button

Click on the Add New Subscriber Button

Once the select list’s page opens, click the ‘Add new subscriber’ button on the right.

(d) Add Customer Details

Import Subscriber

Add the customer details using comma-separated values in the text area and then hit the ‘Import these subscribers’ button.

(e) Map Field Values to Field Names on Campaign Monitors

Map Field Values with Field Names

Next, map the field value entries with their respective field names.

(e) Trigger Response

Check & Save Trigger Response

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

Step 7: Setting Action for Campaign Monitor to Stripe Integration

Now, as we have gathered all the necessary information to create a stripe customer from Campaign Monitor 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 Campaign Monitor 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 ti.

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 Id for Campaign Monitor 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 Campaign Monitor to stripe

Click on ‘Save & Send Test Request’ button.

(g) Check & Save Response

Check & Save 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 Stripe Dashboard

Customer Entry on Stripe for Campaign 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 Campaign Monitor subscribers’. Consequently, after completing the step by step procedure, you will end up creating Stripe customers from the new Campaign Monitor subscribers 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 EmailOctopus List from New WooCommerce Customers

How to Create EmailOctopus List from New WooCommerce Customers

Are you looking for a way to create EmailOctopus list from new WooCommerce customers? If yes!! Then, this could be the end of your search. As here, we are going to integrate WooCommerce with EmailOctopus using Pabbly Connect.

How to Create EmailOctopus List 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 using WordPress. Whereas, EmailOctopus is an email marketing tool offering a rich set of email marketing templates that allow users to create campaigns responsive to any device.

Thus, integrating these two services can help you automatically create lists in EmailOctopus 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 non-other than but Pabbly Connect. This is the only software you need for all the automation and integration tasks. It offers multiple advanced features like multi-step calls, integration with limitless premium apps, and so much more. Additionally, it also helps using routers, filters, formatters & instant triggers to design unlimited workflows. Apart from that, you can access all the features without any restriction even in the free plan.

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 

Hence, let’s follow the step-by-step procedure to create EmailOctopus list from new WooCommerce customers in real-time.

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s kickstart the process to create EmailOctopus list 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 EmailOctopus 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 EmailOctopus”, you can obviously name the workflow as per your requirements and needs.

Step 4 : Setting Triggers for WooCommerce to EmailOctopus 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 Customer Created” in the choose method section.

(b) Copy the Webhook URL

How

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

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

(b) Click on Advanced Option

WooCommerce

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

(c) Click on Webhooks Option

WooCommerce

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

(d) Add Webhook

Paste-the-Webhook-URL-4_censored

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 a Customer WooCommerce

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 EmailOctopus Integrations

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

(a) Select Application you Want to Integrate

Select EmailOctopus

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

(b) Click the Connect Button

Click Connect EmailOctopus

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

Step 9: Connecting EmailOctopus to Pabbly Connect

To connect EmailOctopus with Pabbly Connect, you have to paste the API key into the Pabbly Connect dashboard from your EmailOctopus account. For this, you have to log in to your EmailOctopus account.

(a) Click on Integrations & API

Click Integration EmailOctopus

Once you click on the “Connect” button, a pop-up will slide in from the right side asking for the API key of your EmailOctopus account. Simply click on your profile option and then select the “Integrations & API” option.

(b) Click on Developer API

Click on Developers API EmailOctopus

Next, to get the API key, click on the given “Developer API” option.

(c) Copy the API Key

Copy the API Key EmailOctopus

After reaching the API key page, simply copy the given API key.

(d) Paste the API Key

Paste the API Key EmailOctopus

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

(e) Map the Fields

Map the Fields

After connecting with your EmailOctopus account, map up the field data quickly i.e, first name and last name.

(f) Save and Send Test Request

Send Test Request

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

Step 10: Check Response in EmailOctopus Dashboard

Check Response

Here, you can see that our integration was successful. The WooCommerce customer has been added to the list in the EmailOctopus account automatically. Now, whenever there will be any new addition of customers in your WooCommerce store, they will be updated in the list in your EmailOctopus account automatically.

Conclusion –

Congratulations! Now that you have learned how to create EmailOctopus list from new WooCommerce customers. Thus, now you can integrate any applications via Pabbly Connect to automate your entire workflow without any coding skills. Moreover, it also helps you to automate your projects to save yourself from wasting a lot of time & effort.

Therefore, signup for a free account now to experience the best automation and integration service. In case of any doubts, please drop your comments below.

You May Also Like to Read –

How to Create Wave Contact from New Shopify Orders

How to Create Wave Contact from New Shopify Orders

Imagine if you can automate the manual task of creating Wave contact from new  Shopify orders in real-time and that too without any coding.

How to Create Wave Contact from New Shopify 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, Shopify is an e-commerce platform that offers you to create a website and use their shopping cart solution to sell, ship, and manage your products. On the other hand, Wave is an online accounting platform exclusively designed for small business owners, freelancers, and consultants.

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 

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

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.

Thus, without taking any more of your time, let’s start the blog about how to create Wave contact from new Shopify orders.

Step 1: Sign up to Pabbly Connect

Sign Up

We will begin the process to create Wave contact from new Shopify orders 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 Shopify with Wave 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 “Shopify to Wave”, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Shopify with Wave Integration

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

(a) Select Application you Want to Integrate

Select Shopify

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

(b) Copy the Webhook URL

How

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 Shopify to Pabbly Connect

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

(a) Click on Shopify Settings

Click-on-Settings Shopify

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

(b) Click on Notifications

Click on Notifications Shopify

Next, you need to click on the “Notifications” option given among several other options.

(c) Click on Create Webhook

How

Now, just scroll down and then click on the “Create Webhook” button to paste the copied webhook URL.

(d) Paste the Webhook URL

Paste-the-Webhook

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

Step 6: Make a Test Purchase

To check this integration, we will capture the data from Shopify, and for that, we will make a test purchase on Shopify.

(a) Click on Online Store

Click on Online Store Shopify

To make a purchase, click on the “Online Store” button in your Shopify dashboard.

(b) Click on Catalog

Click on Catalogue Shopify

After landing on the online store page, click on the given “Catalog” option.

(c) Click on Buy Now

Shopify

Next, select any product that you are interested in and then click on the “Buy It Now” button.

(d) Add Customer Details

Shopify

In this step, add all the customer details like email, address, etc.

(e) Click on Continue Shipping

Shopify

After filling in all the customer details, click on the given “Continue to Shipping” button.

(f) Add Card Details

Add Card Details

Now, add your credit card details and then hit the “Pay Now” button. Before clicking the button, click on the “Capture Webhook Response” button in Pabbly Connect to capture the data.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

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

Step 8: Setting Action for Shopify with Wave Integration

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

(a) Select Application you Want to Integrate

Select Wave

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

(b) Click the Connect Button

Click Connect Wave

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

Step 9: Connecting Wave to Pabbly Connect

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

(a) Authorize Application

Click Connect Wave again

Next, to authorize your Wave account, a window will slide in from the right, here you need to again click on the “Connect with Wave” button and then allow the permission to connect Wave with Pabbly Connect.

(b) Map the Fields

Map the Fields

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

(c) Send Test Request

Send Test Request

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

Step 10: Check Response in Wave Dashboard

Check Response

Here, you can see that integration was successful and the customer info from the new order has been added to the Wave account as a contact automatically from Shopify. Now, whenever there will be any new purchase in your Shopify account, it will be automatically added to your Wave account as contacts.

Conclusion –

Well, this is all about “How to Create Wave Contact from New Shopify Orders”. Consequently, after completing this step by step procedure, you will end up adding Wave contacts from new Shopify 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 –

How to Create Stripe Customers from New Typeform Entry

Create Stripe Customers from New Typeform Entry

Are you looking for a way by which you can easily integrate Typeform and Stripe?

If yes then you’ve reached on the correct destination. As I’m going to walk you through the step by step procedure to automatically create customers on Stripe for every new Typeform entry.

This process is going to be quite simple and you won’t need to spend too much time or use coding for this automation. I’m using the Pabbly Connect service as it’s the best in the market for such integrations.

Create Stripe Customers from New Typeform Entry

But before getting started with the procedure let’s first understand a little about the services, workflow as well as the use case.

Typeform is an online form building and online surveys software. It allows creating dynamic forms based on user needs. Whereas Stripe is a payment processing software that facilitates accepting payments, managing payouts, invoicing, issuing cards, business spends management, financing etc to its users for the various business types.

This way whenever a new entry is made via Typeform instantly a customer is created on Stripe.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect  

Pabbly Connect is an affordable option to connect multiple services for sharing information in real-time. It will take only a minute interval to automate repetitive tasks. Moreover, you can use multiple premium Pabbly Connect features like routers, formatters, instant triggers, multi-step calls & unlimited app integrations to create limitless workflows without any restriction even in the free plan.

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

How to Create Stripe Customers from New Typeform Entry (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 Typeform 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 Typeform entry & to do this push the ‘Create Workflow’ button first.

(b) Name the Workflow

Typeform to Stripe Workflow

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

Step 4: Setting Trigger for Typeform to Stripe Integration

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

(a) Select Application you want to integrate

Integrate Typeform for Typeform to Stripe

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

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

(b) Select Method & Copy Webhook URL

Connect with Typeform

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

Step 5: Connecting Typeform to Pabbly Connect

(a) Authorize Typeform Account

Authorize Typeform

Next, a window will slide in from the right, hit the ‘Connect with Typeform’ button’ there. And also authorize your Typeform account by allowing the access.

(b) Send Test Request for Trigger Connection

Select Form & Send Test Request

Once you authorize your Typeform account, the system will automatically populate all the form within it.

Select the form that you have created for this purpose.

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

(c) Connection Request Response

Trigger Connection Response

Watch the connection result in the response.

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 Typeform entry. So, let’s just test the trigger by making a form entry on Typeform.

(a) Capture Webhook Response

Capture Webhook Response

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

(b) Fill the Connected Typeform

Fill Form

Go to your created form for this purpose and fill in all the fields that are required in the multi-step Typeform.

Complete the form filling by submitting it.

(c) Trigger Response

Check Trigger Response & Save

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

Step 7: Setting Action for Typeform to Stripe Integration

(a) Select Application you want to Integrate

Integrate Stripe for Typeform 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 ti.

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.

(d) Map Email ID

Map Email ID

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.

(e) Send Test Request

Send Test Request for Action

Click on ‘Save & Send Test Request’ button.

(f) Check & Save Response

Save 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 Stripe Dashboard

Response on Stripe

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

Wind-Up

Well, this is all about ‘How to create Stripe customers from new Typeform entry’. Consequently, after completing the step by step procedure, you will end up creating Stripe customers from the new Typeform entries automatically.

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

Also, do comment your feedback below over this integration.

You May Also Like to Read:

How to Add New Salesforce Notes from New Stripe Charges

Add New Salesforce Notes from New Stripe Chanrges

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

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

Add New Salesforce Notes from New Stripe Chanrges

Let’s learn a little bit about the services, before getting started with the workflow. Stripe is a payment processing software that facilitates accepting payments, managing payouts, invoicing, issuing cards, business spends management, financing etc to its users for the various business types.

And, Salesforce is an online CRM tool that helps business to grow by making strategies to increase profit using the various reports generated.

This way whenever a customer purchases something from Stripe, a note for the respective charge will be added on Salesforce.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect  

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

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

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

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 Stripe with Salesforce Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow to add a note to Salesforce for every new Stripe charge & to do this push the ‘Create Workflow’ button first.

(b) Name the Workflow

Stripe to Salesforce Workflow

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

Step 4: Setting Trigger for Stripe to Salesforce Integration

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

(a) Select Application you want to integrate

Integrate Stripe for Stripe to Salesforce

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

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

(b) Select Method & Copy Webhook URL

Copy Webhook URL for Stripe to ConvertKit

Select the method in here to be ‘New Charge’ & then hit the ‘Copy’ button that is right next to the Webhook URL link.

Step 5: Connecting Stripe to Pabbly Connect

Sign-in your Stripe account & click on the ‘Developers’ option in the verticle menu available.

(a) Go to Your Stripe Account & Add an Endpoint

Developer Webhook Add EndPoint

When you strike the ‘Developers’ option in the left verticle menu, another secondary menu will open up below it . Click on the ‘Webhook’ option from this menu.

Lastly, push the ‘Add endpoint’ button.

(b) Add the Endpoint on Stripe

Add Endpoint for Stripe to Salesforce

A window will pop up, paste the copied Pabbly Connect trigger Webhook URL  here in the ‘Endpoint URL’ field, select the event as ‘customer.succeeded’ & click on ‘Add endpoint’ button.

Step 6: Test the Response in Pabbly Connect Dashboard

We are done setting up the trigger to gather the data of a newly added Stripe charge. So, now let’s just test the trigger by making a test order on Stripe.

(a) Capture Webhook Response

Capture Webhook Response for Stripe Charge

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

(b) Go to Stripe & Add Charge

Set Amount & Click on Add Customer

Log in to your Stripe account and make a charge.

First, select the payment type, amount and currency.

Next, hit the ‘+ Add new customer’  button available on the top right.

(c) Add Account Information

Account Information for Stripe to Salesforce

A window will pop up containing fields for customer details. Add all the required customer information in it.

(d) Fill the Billing Details

Add Billing Details for Stripe to Salesforce

Select the country and fill in the address information. Also, mention the phone number of the customer.

(e) Add Language, Currency & Click on ‘Add Customer’

Add Language & Add Customer

Select the language, currency and then click on ‘Add customer’ button at the bottom right corner.

(f) Click on ‘Submit Payment’

Submit Payment for Stripe to Salesforce

Add description, statement description and card information. Then, hit the ‘Submit payment’ button on the top right.

(g) Check Trigger Response & Save

Check Trigger API Response & Save for Stripe to Salesforce

Check the trigger response, you can check all the customer data in it.

Click on the ‘Save’ button to save the response as well as the trigger settings.

Step 7: Retrieve Stripe Customer Details

Up to this point, we’ve gathered all the necessary data from Stripe in trigger response to tag a Salesforce subscriber. So, let’s proceed to the very last step of setting an action.

(a) Select Application you want to Integrate

Set Retrieve Customer Action for Stripe to ConvertKit

First, click the plus button next to your trigger window.

And then select the ‘Stripe’ app to integrate from the ‘Choose App’ field.

Select the method in here as ‘Retrieve a Customer’ and then click 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 ti.

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 Stripe API Key for Stripe to ConvertKit

Paste the copied Stripe API key on Pabbly Connect action.

(e) Map Fields & Send Test Request

Map Fields & Send Test Request

First, map the customer response detail in the ‘Customer ID’ field.

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

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

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

And then push the ‘Save & Send Test Request’ button.

(f) Check API Response & Save

Check Stripe Action Response & Save

You can check all the customer data will start showing this response.

Save the Stripe API response by pushing the ‘Save’ button next to the response.

Step 8: Trim Amount

Integrate API to Trim Amount

As we’ve observed the amount we entered while the test payment is not exactly what we are getting in the response, so we’ll need to format it to use it further.

For this, simply click on the plus button next to your Stripe action window.

And select the ‘API’ option and Action Event as ‘GET’.

(g) Paste the Endpoint URL & Map Amount

Send Request to trim Amount

Paste the following URL in the ‘Endpoint URL’ field:
https://forms.pabbly.com/api/trim_amount

Click on ‘Set Parameters’ and mention the field value as ‘amount’.

Next, map the amount from the gathered response and click on ‘Save & Send Test Request’ button.

(i) Check & Save the Trimmed Amount Response

Check & Save the Trimmed Amount Response

Check the success of your action in the response and push the ‘Save’ button.

Step 9: Setting Action for Stripe to Salesforce Integration

(a) Select Application you want to Integrate

Integrate Salesforce for Stripe to Salesforce

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

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

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

(b) Click on ‘Connect with Salesforce’

Connect with Salesforce

In the next window that slides in from the right, click on ‘Connect with Salesforce’ button.

Allow your Salesforce account to connect with Pabbly Connect.

(d) Select ID & Map Title Field

Select ID & Map Title

Now, select the Parent ID value & map the ‘Title’.

(e) Map Body Values & Send Test Request

Send Test Request for Salesforce Action

You can draft the body of the note by mapping the values from the response.

Click on ‘Save & Send Test Request’ button.

You can check the response of your API in the action window. If everything is good, the response will show success value as 1. On the other hand, if there is some error then the response will show the error details.Save the action API’s response by hitting the ‘Save’ button at the bottom of the action API’s response.

Step 10: Check Response in Salesforce Dashboard

Entry on Salesforce Notes

Also, you can check the tagged subscriber on your connected Salesforce account.

Wind-Up

Well, this is all about ‘How to add new Salesforce notes from new Stripe charges’. Consequently, after completing the step by step procedure, you will end up adding a Salesforce note from new Stripe charge 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 Send Telegram Messages from New Published WordPress Posts

How to Send Telegram Messages from New Published WordPress Posts

Looking for a way to send Telegram messages from new published WordPress posts automatically? If yes! Then look no further, as here we will tell you the easiest way to integrate WordPress with Telegram using Pabbly Connect.

How to Send Telegram Messages from New Published WordPress Posts

Before starting the integration process, first, let’s know something about these two services. As we all know WordPress is a web publishing software you can use to create beautiful websites or blogs. It is the easiest and most flexible blogging and website content management system (CMS) for beginners.

Whereas, Telegram is a cross-platform cloud-based instant messaging, video calling, and VoIP service. Therefore, by integrating these two software, Telegram messages can be sent automatically for new published WordPress posts.

In this blog, we are explaining to you how you can integrate WordPress and Telegram via Pabbly Connect. This software is the answer to all your automation-related problems. Through this amazing tool, you can connect any two or more applications and automate your projects and work, and that too without any coding skills.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

But what’s more amazing is that, apart from the integrations, Pabbly Connect also offers many other useful features:

  • Create Infinite Workflows
  • Universal Premium Apps
  • Set Numerous Triggers & Actions
  • Path Routers

and the plus point is that you can access all the features even with the free plan.

Hence, let’s not beat around the bushes anymore and get started with the blog about “How to Send Telegram Messages from New Published WordPress Posts”.

Step 1: Sign up to Pabbly Connect

Sign Up

We will begin the procedure to send Telegram messages from new published WordPress posts 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 WordPress with Telegram 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 as “WordPress to Telegram”, you can obviously name the workflow as per your requirements and needs.

Step 4 : Setting Triggers for WordPress with Telegram Integrations

After creating a workflow, you will have to select the application you want to integrate. Using Pabbly Connect, you can integrate any two or more than two applications, create your free account now.

(a) Select Application you want to Integrate

Select WordPress

Now, you have to select the application that you want to integrate. In this case, we are choosing “WordPress” for integration. After selecting Google Sheets, choose “New Post Published/Updated” in the method section.

(b) Copy the Webhook URL

How

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 WordPress to Pabbly Connect

To connect with WordPress, you have to paste the copied Webhook URL into your WordPress account. For that, you need to login into your WordPress account.

(a) Select Plugins

Click on Plugins WordPress

To paste the webhook URL, go to the “Plugins” option in your WordPress dashboard and then select the “Add New” option.

(b) Install WP Webhooks Plugin

Search WordPress Plugin

Next, search “WP Webhooks” in the search bar and then install the plugin and activate it.

(c) Go to Installed Plugins

Select Installed Plugins

After installing the webhook plugin, now click on the “Installed Plugins” option and then click on the “Settings” option of WP Webhooks.

(d) Click on Settings

Click on Settings WordPress

Once you reach the WP Webhooks’ settings page then again click on the “Settings” option given above.

(e) Activate Triggers

How

Now after reaching the settings page, scroll down and activate the “Send Data on New Post” and “Send Data on Post Update” triggers.

(f) Click on Send Data

Click on Send Data WP

Next, click on the “Send Data” option given on the top of the screen.

(g) Paste the Webhook URL

How

Now, name your webhook and paste the copied webhook URL in the webhook URL section and click on the “Add” button given below.

Step 6 : Publish a New Post

To check if this integration works or not, we will publish a sample post in WordPress to capture the data.

(a) Click on Posts

Click on Posts WordPress

To publish a post, first, we need to click on the “Posts” option and then select the “All Posts” option.

(b) Click the Add New

Click Add New WordPress

Next, click on the “Add New” button to compose a new post.

(c) Publish a Post

Click on Publish WordPress

After writing your post, click on the given “Publish” button. Before, clicking the button, click on the “Capture Webhook Response” button in Pabbly Connect to capture the data.

Step 7 : Test the Submission in Pabbly Connect Dashboard

Save the Webhook Response

As soon as you click on the “Publish” in WordPress 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 WordPress with Telegram Integrations

In this step, we will be adding an action for your trigger to complete this WordPress-Telegram integration work.

(a) Select Application you want to Integrate

Select-Telegram

Now in this step, click on the + button below and choose “Telegram Bot” and in the method section select “Send a Text Message or a Reply”.

(b) Click on Connect Button

Click-Connect-Telegram

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

Step 9 : Connecting Telegram to Pabbly Connect

To connect Telegram Bot with Pabbly Connect, you need to sign-in to your Telegram account and go to the backend dashboard.

(a) Click the BotFather Link

Click-on-BotFather-Link

When you click on the “Connect to Telegram Bot” button, a window will slide in from the right, click on the BotFather link or go to your telegram account and search for BotFather.

(b) Click Start on BotFather Chat

How

Once you enter into the BotFather chat, you’ll see a “Start” button. So, simply press it to start creating a bot.

(c) Create a New Bot

Type-NewBot_censored

To create a new bot type “/newbot” and then hit send.

(d) Name Your Created Bot

How

Next, it will ask you for a bot name. So, type any bot name that you wanna give to your bot.

(e) Give Your Bot a Username

How

Lastly, give your bot any username that ends with a suffix “bot”. Just type the username and hit send.

(f) Copy the API Token

Copy the API Token_censored

Once you successfully assign a username to your bot, a token will show up along with the new bot greetings simply select and copy the token from here.

(g) Paste the API Token

Paste-the-API-Token-Telegram

Paste the copied Telegram token in the Pabbly Connect and hit the “Save” button.

(h) Map the Fields

Map the Fields

After connecting with your Telegram account map up all the required fields. But before adding the fields, first, you need to add your created bot in a group as an admin in which you want to receive the messages. You can get your Chat ID from the subdomain part of your Telegram group.

(i) 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 Telegram

Check Response_censored

Here, you can see the integration was successful. The message has been delivered to the Telegram group about the new published post in the WordPress account automatically. Now in a similar way, message notifications on Telegram will be sent automatically whenever there will be any new posts published in your WordPress account.

Conclusion –

Hopefully, now you know “How to Send Telegram Messages from New Published WordPress Posts?”. All you have to do is follow all the above-mentioned steps and you can easily connect WordPress with Telegram in real-time. Using this automation tool, one can easily avoid manual hard work.

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

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How to Create Salesforce Contact from New WooCommerce Sale

How to Create Salesforce Contact from New WooCommerce Sale

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

How to Create Salesforce Contact from New WooCommerce Sale

As we all know, WooCommerce is basically an open-source e-commerce plugin for WordPress which enables businesses of all sizes in building an online store. On the other hand, Salesforce provides a customer relationship management service that allows businesses to use cloud technology to better connect with customers, partners, etc.

Henceforth, by integrating WooCommerce with Salesforce, whenever a sale will take place in WooCommerce, the contact will get automatically updated in Salesforce.

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.

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 Salesforce 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 Salesforce 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 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 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 Salesforce”. However, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for WooCommerce to Salesforce Integration

After building a workflow, you have to choose the integration app to connect your Woocommerce account to Salesforce. Pabbly Connect lets you integrate or connect unlimited apps within minutes, click here to grab your 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 to create contact in Salesforce whenever a sale takes place 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

In order to create contact in Salesforce whenever a new sale takes place in WooCommerce, you gotta paste the copied Webhook URL in the software. 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 tap on the “Settings” option.

(b) Click on Advanced Option

Click on Advanced Option

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

(c) Click on Webhooks Option

Click on Webhooks Option

Afterward, 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

Moreover, name the Webhook as per your requirement. Make sure that status should be “Active” & in the topic section, choose“Order Created”. Next, 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

Consequently, open the product checkout in a new tab & make a test purchase. Simply 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 press 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 Salesforce Integration

Consequently, to make Salesforce and WooCommerce integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Application you Want to Integrate

The subsequent step is to hit the “+” icon then select “Salesforce” & in the choose method option, select ”Create Contact”. Later, press the “Connect With Salesforce” button after making all the significant changes.

(b) Click the Connect Button

Click the Connect Button

Ultimately, a side panel will open up to authorize the Salesforce account. Consequently, for that, simply hit the “Connect With Salesforce” button & authorize it to a Google account linked with Salesforce.

Step 8: Connecting Salesforce to Pabbly Connect

Moving on to the next step, now it’s time to send WooCommerce customer data to Salesforce as contacts.

(a) Map the Feilds

How

Later on, map the required field from the drop-down option. Select your Connection along with External id, etc. Then, after entering all the details, hit the “Send Test Request” button to test the WooCommerce and Salesforce integration.

(b) 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. Subsequently, just hit the “Save” button to save the whole workflow.

Step 9: Check Response in Salesforce Dashboard

Check Response in Salesforce Dashboard

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

Conclusion –

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

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

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How to Send Telegram Messages for New Comments in GitLab

How to Send Telegram Messages for New Comments in GitLab

Wouldn’t it be easier if you could send Telegram messages for new comments in GitLab? Of course, it would be so much helpful, and if you were wondering the same, then my friend you have come to the right place.

How to Send Telegram Messages for New Comments in GitLab

GitLab is a web-based Git repository that provides free open and private repositories, issue-following capabilities, and wikis. Whereas, Telegram is a cross-platform cloud-based instant messaging, video calling, and VoIP service. Therefore, by integrating these two services, Telegram messages can be sent automatically for new comments made in GitLab.

In this blog, we are explaining to you how you can integrate GitLab and Telegram via Pabbly Connect. This software is the answer to all your repetitive work-related problems. Through this wonderful tool, you can connect any two or more applications and automate your projects and work, and that too without any coding skills.

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 this, Pabbly Connect also offers so many fantastic and advantageous features:

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

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

Hence, let’s not waste anymore of your time and get into the blog about how to send Telegram messages for new comments in GitLab.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process to send Telegram messages for new comments in GitLab 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 GitLab with Telegram 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 “GitLab to Telegram”, you can obviously name the workflow as per your requirements and needs.

Step 4 : Setting Triggers for GitLab with Telegram Integrations

After creating a workflow, you will have to select the application you want to integrate. Using Pabbly Connect, you can integrate any two or more than two applications, create your free account now.

(a) Select Application you want to Integrate

Select GitLab

Now, you have to select the application that you want to integrate. In this case, we are choosing “GitLab” for integration. After selecting Google Sheets, choose “New Comments” in the 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 GitLab to Pabbly Connect

To connect with GitLab, you have to paste the copied Webhook URL into your GitLab account. For that, you need to login into your GitLab account.

(a) Go to GitLab Settings

Click-on-Settings-Gitlab_censored

Go to your GitLab account dashboard and click on the “Settings” option and then select “Webhooks”.

(b) Paste the Webhook URL

Paste-the-Webhook-URL_censored

Now, paste the copied webhook URL in the URL section and click on the “Comments” option given below.

(c) Click Add Webhook

Click on Add Webhook Button

After pasting the webhook URL scroll down and hit the ‘Add Webhook” button.

Step 6 : Write a Comment

To check if this integration works or not, we will write a comment in GitLab to capture the data.

(a) Select a Project

Select Project Gitlab

To make a comment, first, we need to pick a project in GitLab and then click on the given “Update Gitlab” option.

(b) Write the Comment

Make a Comment Gitlab

Now, write a comment in the given box and then click on the “Comment” button. But before hitting the button, click on the “Capture Webhook Response” button in Pabbly Connect to capture the data.

Step 7 : Test the Submission in Pabbly Connect Dashboard

Save the Webhook Response

As soon as you click on the “Comment” in GitLab 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 GitLab with Telegram Integrations

In this step, we will be adding an action for your trigger to complete this GitLab-Telegram integration work.

(a) Select Application you want to Integrate

Select Telegram

Now in this step, click on the + button below and choose “Telegram Bot” and in the method section select “Send a Text Message or a Reply”.

(b) Click on Connect Button

Click Connect Telegram

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

Step 9 : Connecting Telegram to Pabbly Connect

To connect Telegram Bot with Pabbly Connect, you need to sign-in to your Telegram account and go to the backend dashboard.

(a) Click the BotFather Link

How

When you click on the “Connect to Telegram Bot” button, a window will slide in from the right, click on the BotFather link or go to your telegram account and search for BotFather.

(b) Click Start on BotFather Chat

How

Once you enter into the BotFather chat, you’ll see a “Start” button. So, simply press it to start creating a bot.

(c) Create a New Bot

How

To create a new bot type “/newbot” and then hit send.

(d) Name Your Created Bot

Name-the-Created-Bot-Telegram_censored

Next, it will ask you for a bot name. So, type any bot name that you wanna give to your bot.

(e) Give Your Bot a Username

Name-Username-for-Bot-Telegram_censored

Lastly, give your bot any username that ends with a suffix “bot”. Just type the username and hit send.

(f) Copy the API Token

Copy-the-API-Token-Telegram_censored

Once you successfully assign a username to your bot, a token will show up along with the new bot greetings simply select and copy the token from here.

(g) Paste the API Token

Paste the API Token Telegram

Paste the copied Telegram token in the Pabbly Connect and hit the “Save” button.

(h) Map the Fields

Map the Fields

After connecting with your Telegram account map up all the required fields. But before adding the fields, first, you need to add your created bot in a group as an admin in which you want to receive the messages. You can get your Chat ID from the subdomain part of your Telegram group.

(i) 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 Telegram

Check-Response-2_censored

Here, you can see the integration was successful and the message has been delivered to the Telegram group about the comment in the GitLab account automatically. Now in a similar way, message notifications on Telegram will be sent automatically whenever there will be any new comments in GitLab.

Conclusion –

At the end, this is the best and easiest method to send Telegram messages for new comments in GitLab. Through Pabbly Connect, you can integrate many applications to automate your workflows and get rid of some burden and you can enjoy this awesome software for free as well. Hence, to change your working experience sign up for your free account now and relax as Pabbly Connect is here to do all the work for you.

In case of any queries or suggestions, leave your comments below. We will try to get back to you as soon as possible.

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