Are you searching for a free and fastest way to create Agile CRM contact from new PayKickstart sale automatically? If yes, then we have an amazing tool suggestion for you i.e, Pabbly Connect.

Basically, Pabbly Connect is an integration and automation software that lets you migrate data from one app to another automatically in real-time.

How to Create Agile CRM Contact from New PayKickstart Sale

Sometimes, we want the contacts to be added in Agile CRM automatically on new sale in PayKickstart. And to do so we have Pabbly Connect to connect both the application for transferring data automatically.

However, instead of jumping straight into the integration process, let’s discuss a little bit about both the services. So, PayKickstart is an online shopping cart and affiliate management platform with built-in conversion enhancing features. Whereas, Agile CRM is a complete sales and marketing software for small and growing businesses.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

After integrating these applications, you can easily create Agile CRM contact from new PayKickstart sale in real-time. You can also refer to the below video to easily understand the usage of Pabbly Connect.

However, there is no direct integration possible for these two services yet. Hence, we are going to use Pabbly Connect to make this integration possible.

With the help of this software, you can effortlessly share data within multiple premium services easily. Further, it won’t need any coding skills & even a newcomer can use it effectively. Besides, this would be just a one-time setup. Later on, the data will automatically be transferred in real-time.

Thus, let’s get started on how to connect PayKickstart and Agile CRM in real-time. Moreover, we’ve attached a template for this integration to help you get started more quickly. You can click on the image below to get started. Plus, you can go to the Marketplace & look for more apps/integrations.

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Therefore, without taking any more of your time, let’s move according to plan & follow the step by step procedure to integrate PayKickstart and Agile CRM.

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s start the process to create Agile CRM contact from new PayKickstart sale by clicking on the ‘Sign Up Free’ button on the Pabbly Connect dashboard. Subsequently, either fill-up all the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the ‘Access Now’ button as shown in the above image.

Step 3: Workflow for PayKickstart to Agile CRM Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow ‘PayKickstart to Agile CRM’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for PayKickstart to Agile CRM Integration

As soon as you are done with naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to connect unlimited premium apps, create your free account now.

(a) Select Application you Want to Integrate

Select Paykickstart

Now, you have to select the application that you want to integrate. In this case, we are choosing ‘PayKickstart’ for integration. In the method section, select ‘Transaction Sales’.

(b) Copy the Webhook URL

Copy the Webhook URL

The next step is to copy the webhook URL which is appearing on the dashboard just like in the above-shown image.

Step 5: Connecting PayKickstart to Pabbly Connect

To connect PayKickstart with Pabbly Connect, you have to paste the copied webhook URL in the software, for that, you need to log in to your PayKickstart account.

(a) Go to PayKickstart Campaigns

Click Campaigns Paykickstart

To paste the URL, click on the ‘Campaigns’ option in your PayKickstart dashboard.

(b) Select Product

Select Product Paykickstart

After reaching the campaigns page, select any of your listed products then click the edit button.

(c) Paste the Webhook URL

Paste the Webhook URL

Scroll down and click on the ‘Integrations’. In IPN URL section, paste the copied webhook URL and in event section select ‘Transaction Sales’ option.

(d) Save Changes

Save-Changes-Paykickstart-2_censored

After making all the changes hit the ‘Save’ button to save the changes.

Step 6: Make a Test Purchase

To check if the integration is capturing data or not, we will make a dummy purchase in PayKickstart.

(a) Click on Campaigns

Click Campaigns Paykickstart

To make a purchase, again we will go to the ‘Campaigns’ section of your PayKickstart dashboard.

(b) Select Product

Funnel Paykickstart

Here, click on the ‘Funnel’ section of your product and click on the link button.

(c) Copy Funnel URL

Copy Funnel URL Paykickstart

Next, you need to simply copy the given funnel URL and open it in a new tab.

(d) Add Customer Details

Add Customer Info

In this step, add the required customer details like name and email and then hit the ‘Next Step’ button.

(e) Add Billing Information

Add Billing Info

Now you have to add the billing info like address and contact number and then click on the ‘Next Step’ button.

(f) Complete Purchase

Complete Purchase

After making all the required changes, hit the ‘Complete Purchase’ button. But before that, hit the ‘Capture Webhook Response’ in Pabbly Connect to capture the data.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you click on the ‘Complete Purchase’ in PayKickstart and on the ‘Capture Webhook Response’ in Pabbly Connect, the subscriber info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ option.

Step 8: Setting Action for PayKickstart to Agile CRM Integration

To make this PayKickstart-Agile CRM integration work, you have to choose an action for your trigger.

(a) Select Application you Want to Integrate

Select Agile CRM

Now in this step, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘Agile CRM’ to integrate and in the method section select ‘Create Contact’.

(b) Click the Connect Button

Connect with Agile CRM

After choosing the application click on the ‘Connect with Agile CRM’ button to move forward.

Step 9: Connecting Agile CRM to Pabbly Connect

To connect Agile CRM to Pabbly Connect, you have to paste the API token, account email, and domain from your Agile CRM account to Pabbly Connect. For this, you have to log in to your Agile CRM account.

(a) Click on Profile Option

Click on Profile Agile CRM

To get the API token, click on the ‘Profile’ icon in your Agile CRM dashboard.

(b) Click on the Admin Settings

Admin Settings Agile CRM

Next, a box will appear with certain options in it. Click on the ‘Admin Settings’ option to move forward.

(c) Copy the API Token

Copy the API Key

Here, scroll down and click on the ‘Developers & API’ option and then copy the API Key.

(d) Paste the API Token

Paste the Credentials Agile CRM

Paste the copied API key in Pabbly Connect. You can find your domain from your Agile CRM account’s URL and in the email section, you have to enter the email address through which your Agile CRM account was created. After making all the changes, click on the ‘Save’ button.

(e) Map the Fields

Map the Fields

After connecting with your Agile CRM account, map all the fields quickly like the name, email, etc.

(f) Save and Send Test Request

Send Test Request

Once you are done adding up all field data click on the ‘Save & Send Test Request’ button.

Step 10: Check Response in Agile CRM Dashboard

Check Response

In the end, when you check your Agile CRM dashboard, the contact has been added on the new sale in PayKickstart.

Conclusion –

Finally, this was all about ‘How to Create Agile CRM Contact from New PayKickstart Sale’. Just follow the above-mentioned step by step procedure, and your automation is set in no time. So, what are you waiting for? Go grab, Pabbly Connect for FREE with all its premium features. Furthermore, don’t forget to comment below for your queries & suggestions.

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