Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect to Start Integration

To begin integrating WooCommerce with System.io, first access Pabbly Connect. Open your browser and type in pabbly.com. This platform is essential for automating workflows between applications.

Once on the Pabbly homepage, sign in to your account using the top right corner options. If you are a new user, opt for the “sign up for free” option to get started with 100 free tasks monthly. This allows you to test the features of Pabbly Connect before committing to a paid plan.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the apps page and select Pabbly Connect. Here, you will find options to create a new workflow. Click on “create workflow” and name it appropriately, such as “Automatically Send WooCommerce Orders to System.io”.

  • Select a folder for your workflow.
  • Click on “create” to finalize the workflow setup.

Your workflow is now created successfully, and you will be prompted to choose a trigger application. Here, select WooCommerce as your trigger application, which will initiate the workflow whenever a new order is placed.

3. Setting Up the Trigger in Pabbly Connect

In the trigger settings, select “new order created” as the event. After clicking on connect, you will receive a webhook URL from Pabbly Connect, which acts as a bridge between WooCommerce and the platform.

To set this up in WooCommerce, go to your WordPress dashboard. Ensure that WooCommerce is installed and activated, then navigate to the settings. Here, select the “advanced” tab and click on “webhooks”. Add a new webhook by entering the details:

  • Name: System.io
  • Status: Active
  • Topic: Order Creation
  • Delivery URL: Paste the webhook URL here.

After saving the webhook, ensure you capture the webhook ID in your workflow to confirm successful integration.

4. Testing the Integration with a New Order

With the webhook set, it’s time to test the integration. Go back to your WooCommerce store and place a test order. Ensure that you fill in the details accurately, such as email, name, address, and payment method.

Once the order is placed, return to Pabbly Connect and check if the workflow has captured the response. You should see the order details, confirming that the integration is functioning correctly. This step is crucial for verifying that new orders from WooCommerce are being processed as intended.

5. Adding Action to Create a Contact in System.io

After confirming that the trigger is working, the next step is to add an action in Pabbly Connect. Search for System.io as your action application and select “create contact” as the action event.

To connect System.io, you will need to enter the API key from your System.io account. Navigate to the profile settings in System.io to generate a new API key. Once obtained, paste it into Pabbly Connect to establish the connection.

  • Map the fields from WooCommerce to System.io.
  • Ensure details like email, name, and address are accurately transferred.

Once you’ve mapped the necessary fields, click on “save and send test request”. Check your System.io CRM to confirm that the contact has been successfully created with the details from the WooCommerce order.

Conclusion

Integrating WooCommerce with System.io using Pabbly Connect automates your order management efficiently. This setup allows for seamless data transfer, ensuring that every new order is captured in your CRM. Start using Pabbly Connect today to enhance your e-commerce operations.