Automate Flowlu Contact Creation from FlexiFunnels Purchases with Pabbly Connect

Learn how to automate the creation of Flowlu contacts from FlexiFunnels purchases using Pabbly Connect. Step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for FlexiFunnels and Flowlu Integration

In this tutorial, we will learn how to use Pabbly Connect to create Flowlu contacts automatically when a purchase is made on FlexiFunnels. This automation will help streamline the process of managing customer data without any coding skills.

By leveraging Pabbly Connect, you can effortlessly connect FlexiFunnels with Flowlu. This integration allows you to capture purchase details and create contacts in your CRM, ensuring a smooth workflow for managing your customers.

2. Accessing Pabbly Connect and Setting Up Your Workflow

To get started, navigate to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. Here, you can either sign in if you’re an existing user or click on ‘Sign Up for Free’ to create a new account. New users receive 100 free tasks each month to explore the platform.

• Sign in or sign up on Pabbly Connect.
• Click on ‘Create Workflow’ to start a new automation.
• Name your workflow, for example, ‘Create Flowlu Contact on FlexiFunnels Purchase.’

Once you have named your workflow, select the appropriate folder for organization. This will help you keep track of your various automations. After that, you will see the workflow setup screen where you can define your trigger and action.

3. Setting Up the Trigger with FlexiFunnels

In this step, we will set up the trigger in Pabbly Connect to respond to new purchases in FlexiFunnels. Select FlexiFunnels as your trigger application and choose the trigger event as ‘New Purchase’. This event will initiate the workflow whenever a new purchase is made.

Next, you will receive a webhook URL from Pabbly Connect. This URL acts as a bridge to transfer data from FlexiFunnels to Pabbly Connect. Copy the webhook URL and navigate to your FlexiFunnels account.

• Open the specific product in FlexiFunnels.
• Select ‘Set Rules’ and then ‘Set Product Rules’.
• Paste the webhook URL in the designated field and save the rule.

After saving, your connection between FlexiFunnels and Pabbly Connect will be established, allowing for the capture of purchase data.

4. Creating Flowlu Contacts Using Pabbly Connect

Now, we will set up the action step in Pabbly Connect to create a contact in Flowlu. Select Flowlu as your action application and choose ‘Create CRM Account Contact’ as the action event. This will allow you to add new contacts to your CRM based on the purchase data captured from FlexiFunnels.

To establish this connection, ensure you are logged into your Flowlu account. You can either use an existing connection or create a new one by providing your Flowlu account URL and API key. This information can be found in your Flowlu account settings.

Enter your Flowlu account URL. Input the API key generated from Flowlu settings. Click ‘Save’ to establish the connection.

After successfully connecting, map the fields from the purchase data to the corresponding fields in Flowlu, ensuring that all necessary customer information is captured accurately.

5. Testing the Integration and Final Steps

With the connections established, it’s time to test the integration. Make a test purchase in FlexiFunnels to trigger the webhook and verify that the contact is created in Flowlu. After completing the purchase, check your Flowlu CRM to see if the new contact appears with the correct details.

If the contact is successfully added, your automation is working perfectly! You can now manage your customer data efficiently without manual entry every time a purchase is made.

By using Pabbly Connect, you have automated the process of creating Flowlu contacts from FlexiFunnels purchases, saving you time and effort in managing your customer relationships.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Flowlu contacts from FlexiFunnels purchases using Pabbly Connect. This integration streamlines your workflow, ensuring that every new purchase is captured and managed effectively within your CRM.