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Capture New Customers in Your CRM Automatically ⭐

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating WooCommerce with HubSpot CRM, first access Pabbly Connect by visiting pabbly.com/connect. This powerful automation tool allows you to connect various applications seamlessly.

If you are a new user, you can sign up for free and receive 100 free tasks every month. Existing users can simply sign in to their dashboard. This setup is crucial for automating customer data transfer.

2. Creating a Workflow in Pabbly Connect

After signing in, click on the button to create a new workflow. Select the option to create using “Quick Builder” for an efficient setup. This method allows you to connect WooCommerce and HubSpot CRM with minimal effort.

Select WooCommerce as your trigger application.
Choose the trigger event “New Order Created”.
Set HubSpot as the action application to create a contact.

By following these steps, you establish a connection between WooCommerce and HubSpot CRM through Pabbly Connect, enabling automatic customer addition to your CRM.

3. Setting Up Webhook in WooCommerce

Next, you need to set up a webhook in WooCommerce to send data to Pabbly Connect. Navigate to your WordPress dashboard, then go to WooCommerce settings. Ensure the WooCommerce plugin is active.

In the advanced section, click on “Webhooks” and add a new webhook. Enter a name, set the status to active, and select “Order Created” as the topic. Paste the webhook URL provided by Pabbly Connect and save the settings.

4. Capturing Test Response from WooCommerce

To ensure the webhook is functioning, capture a test response by placing a sample order in your WooCommerce store. This step is essential for verifying that customer details are being sent to Pabbly Connect.

After placing the order, return to Pabbly Connect and click on “Recapture Webhook Response”. You should see the details of the new customer, confirming that the integration is working correctly.

5. Finalizing the Integration with HubSpot

Now, return to Pabbly Connect to finalize the integration with HubSpot. Click on “Connect” and select your HubSpot account. This connection will allow you to create new contacts automatically.

Map the customer details from the WooCommerce order to the corresponding fields in HubSpot. Once done, click on “Save and Send Test Request”. This action will create a new contact in HubSpot based on the customer information from WooCommerce.

Conclusion

By following this tutorial, you can effectively automate the process of adding new WooCommerce customers to HubSpot CRM using Pabbly Connect. This integration enhances customer management and ensures no customer is missed in your CRM system.