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Automatically Add WooCommerce Customers to Zoho CRM

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WooCommerce and Zoho CRM Integration

To automatically add WooCommerce customers to Zoho CRM, start by accessing Pabbly Connect. If you’re a new user, open a new tab and search for pabbly.com/connect in your browser.

Once on the landing page, click on the “Sign Up for Free” button at the top right corner. You will receive 100 free tasks each month to explore the features of Pabbly Connect and set up your automation.

2. Creating a Workflow in Pabbly Connect

After signing up, navigate to the workflow builder within Pabbly Connect. This is where you will set up the integration between WooCommerce and Zoho CRM.

Click on the “Add Trigger” button.
Search for “WooCommerce” and select it.
For the event, choose “New Order” and click on “Connect”.

After clicking connect, you will receive a webhook URL. Copy this URL to set up the connection in WooCommerce.

3. Setting Up WooCommerce for Webhooks

Now, go to your WordPress dashboard where WooCommerce is installed. From the left menu, navigate to “WooCommerce > Settings” and then select the “Advanced” tab.

Under the “Advanced” section, click on “Webhooks”. Here, click on the “Add Webhook” button to create a new webhook.

Enter a name for the webhook, such as “New Order”.
Set the status to “Active”.
Select “Order Created” for the topic.
Paste the copied webhook URL in the “Delivery URL” field.

Click the “Save Webhook” button to finalize the setup.

4. Capturing the Order Response in Pabbly Connect

After saving the webhook, return to Pabbly Connect and click on “Recapture Webhook Response”. This will allow you to capture the order details.

To generate a test order, go back to your WooCommerce store and add a product to your cart. Proceed to checkout and complete the order as a test customer.

Enter customer details such as name and email.
Select a payment method and place the order.

Once the order is placed, Pabbly Connect will capture the response, allowing you to see the order details in your workflow.

5. Adding Zoho CRM as an Action in Pabbly Connect

Now, add a new action step in Pabbly Connect by searching for “Zoho CRM” and selecting it. Choose the event as “Create Contact” and click on “Connect”.

If you haven’t created a connection yet, click on “Add New Connection” and enter your Zoho CRM domain. After saving, grant the necessary permissions.

Select the lead source as “Online Store”.
Map the customer details from the order response to the fields in Zoho CRM.

Finally, click on “Save and Send Test Request” to verify that the contact is successfully created in Zoho CRM.

Conclusion

By following these steps, you can effectively use Pabbly Connect to automatically add WooCommerce customers to Zoho CRM. This integration streamlines your process and saves time by eliminating manual entry.