Learn how to automate BigCommerce customer creation from Jotform submissions using Pabbly Connect in this detailed tutorial. Streamline your workflow effortlessly! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect for Integration
The first step in creating a BigCommerce customer on Jotform submission is to access Pabbly Connect. This automation tool allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect landing page and either sign in or create a free account.
Once you log in, you will be directed to the Pabbly Connect dashboard. From here, you can create a new workflow that will facilitate the integration between Jotform and BigCommerce. Click on the ‘Create Workflow’ button to begin setting up your automation.
2. Creating a Workflow in Pabbly Connect
To create a workflow in Pabbly Connect, you need to name your workflow and select a folder to save it in. For this tutorial, name your workflow ‘Create BigCommerce Customer on Jotform Submission’. After naming it, click on the ‘Create’ button to proceed.
- Name your workflow appropriately.
- Select the folder where you want to save the workflow.
- Click on ‘Create’ to initialize the workflow.
After creating the workflow, you will be taken to the workflow window. This is where you will set up the trigger and action for your automation. The trigger will be the Jotform submission, which will initiate the workflow to create a customer in BigCommerce.
3. Setting Up the Trigger with Jotform
In this step, you will set the trigger application to Jotform in Pabbly Connect. Search for Jotform and select it as your trigger application. The trigger event should be set to ‘New Response Received’. This means that every time a new form submission is made, the workflow will be triggered.
Once you’ve selected the trigger event, Pabbly Connect will generate a webhook URL. Copy this URL as you will need to integrate it into your Jotform settings. Follow the instructions to log into your Jotform account, open the form you want to connect, and navigate to the settings tab to add the webhook.
- Select Jotform as the trigger application.
- Set the trigger event to ‘New Response Received’.
- Copy the webhook URL provided by Pabbly Connect.
After pasting the webhook URL in Jotform, complete the integration. This action will link your Jotform account to Pabbly Connect, enabling it to receive submissions automatically.
4. Setting Up the Action to Create a Customer in BigCommerce
Next, you will set the action application to BigCommerce in Pabbly Connect. Search for BigCommerce and select it as your action application. The action event should be set to ‘Create Customer’. This action will allow Pabbly Connect to create a new customer in your BigCommerce account based on the Jotform submission.
When prompted, you will need to connect your BigCommerce account to Pabbly Connect. Enter the required credentials such as the Store Hash Key, Client ID, and Access Token. These details can be found in your BigCommerce account settings. After entering the details, click on ‘Save’ to establish the connection.
Once the connection is made, map the fields from the Jotform submission to the corresponding fields in BigCommerce. This involves linking the first name, last name, email, and other relevant details from the Jotform response to the customer fields in BigCommerce. This mapping ensures that the customer information is transferred accurately.
5. Testing the Integration
The final step is to test the integration you set up in Pabbly Connect. To do this, go back to your Jotform and submit a test entry. Once the submission is made, Pabbly Connect will capture the response, and you can check your BigCommerce account to see if the new customer has been created.
After refreshing the customer page in your BigCommerce account, you should see the new customer entry with the details you provided in the Jotform submission. This confirms that your integration is working successfully. Now, every time a new form submission is made on Jotform, a new customer will be created in BigCommerce automatically without any manual effort.
By using Pabbly Connect, you streamline your workflow, eliminate manual data entry, and ensure a smooth experience for both you and your customers. This automation not only saves time but also improves accuracy in customer data management.
Conclusion
In this tutorial, we explored how to create a BigCommerce customer from Jotform submissions using Pabbly Connect. By following the steps outlined, you can automate your customer registration process effectively. This integration enhances efficiency and accuracy in managing customer data.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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