Automate Zoho Mail Notifications for FlexiFunnels Purchases with Pabbly Connect

Learn how to automate sending Zoho Mail notifications for FlexiFunnels purchases using Pabbly Connect in this step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for FlexiFunnels and Zoho Mail Integration

To automate sending Zoho Mail notifications for purchases made on FlexiFunnels, you need to set up Pabbly Connect. This platform allows seamless integration between different applications. Start by signing up for a free Pabbly Connect account using the link provided in the description.

Once you’ve created your account, log in and navigate to the dashboard. Here, you will create a new automation workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘FlexiFunnels to Zoho Mail’. After naming it, select the desired folder for your Pabbly Connect account and click ‘Create’. This sets the stage for your automation process.

2. Connecting FlexiFunnels to Pabbly Connect

The next step is to connect your FlexiFunnels account with Pabbly Connect. In the workflow, you’ll see a trigger window where you need to select FlexiFunnels as the app. Choose the trigger event as ‘New Purchase’. This will allow Pabbly Connect to capture any new purchase made on your FlexiFunnels sales page.

• Search for FlexiFunnels in the app selection.
• Select ‘New Purchase’ as the trigger event.
• Copy the provided webhook URL from Pabbly Connect.

After copying the webhook URL, navigate to your FlexiFunnels account, go to the product settings, and paste the webhook URL in the appropriate section. Save the settings, and your FlexiFunnels account is now connected to Pabbly Connect, ready to capture purchase details.

3. Capturing Purchase Details in Pabbly Connect

Once the webhook is set up, it’s time to test the integration. Make a test purchase on your FlexiFunnels sales page. As soon as the purchase is completed, Pabbly Connect will capture the purchase details. These details include customer information such as name, email address, and product details. using Pabbly Connect

In the Pabbly Connect dashboard, you will see the response from the trigger step. This response confirms that the purchase details have been successfully captured. You can review the data, ensuring that it contains all necessary information like customer email and product name.

• Check for the customer’s email and name in the captured data.
• Ensure product details are correct.

This step ensures that Pabbly Connect is effectively monitoring your FlexiFunnels account for any new purchases, setting the stage for the next action: sending an email via Zoho Mail.

4. Sending Emails via Zoho Mail through Pabbly Connect

Now that you have captured the purchase details, the next step is to send an email to the customer using Zoho Mail. In the action step of your Pabbly Connect workflow, search for Zoho Mail and select it as the app. Then, choose ‘Send Email’ as the action event. using Pabbly Connect

Connect your Zoho Mail account to Pabbly Connect by clicking on the ‘Connect with Zoho Mail’ button. You will be prompted to enter your Zoho Mail domain. After entering the domain, save the connection. Once connected, you will need to fill in the details for the email you want to send.

Map the customer’s email address from the trigger step. Enter a subject line for the email. Compose the email body using HTML format.

After entering all necessary details, click on ‘Save and Send Test Request’. This will send a test email to the customer using their provided email address, confirming that the integration works correctly.

5. Testing Your Automation Workflow

With everything set up, it’s crucial to test the entire workflow to ensure that the automation functions as intended. Go back to your FlexiFunnels page and make another test purchase. This time, use different customer information to see if the email is sent correctly.

After completing the purchase, check your Zoho Mail account to verify that the email was sent. You should see the email with the subject line you specified, along with the correct customer details included in the email body. This confirms that Pabbly Connect has successfully automated the process of sending emails after purchases.

By following these steps, you can automate your email notifications for purchases made on FlexiFunnels, enhancing customer experience and streamlining your workflow. You can also explore other integrations available through Pabbly Connect.

Conclusion

In this tutorial, we explored how to set up an automation workflow using Pabbly Connect to send Zoho Mail notifications for purchases made on FlexiFunnels. By following the steps outlined, you can enhance your business processes and provide timely communication to your customers.