How to Create WooCommerce Customer on Cognito Forms Submission using Pabbly Connect

Learn how to create WooCommerce customers automatically from Cognito Forms submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a WooCommerce customer from Cognito Forms submissions, you first need to access Pabbly Connect. This powerful automation platform allows you to seamlessly integrate different applications, such as WooCommerce and Cognito Forms, to automate your business processes.

Start by visiting the Pabbly Connect homepage and logging in. If you are a new user, you can sign up for a free account which gives you access to a variety of automation tools. Once logged in, you will be taken to your dashboard, where you can create new workflows.

2. Creating a Workflow in Pabbly Connect

Next, you will need to create a workflow that connects Cognito Forms to WooCommerce using Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. You will be prompted to name your workflow; enter a descriptive name such as ‘Create WooCommerce Customer on Cognito Forms Submission’.

• Click on ‘Create’ to proceed.
• You will see two key components: Trigger and Action.
• Select Cognito Forms as the trigger application.

After setting the trigger, you will define the action that occurs when a new form submission is received. This setup allows you to automate the process of creating new customers in WooCommerce when submissions are made in Cognito Forms.

3. Setting Up the Trigger for Cognito Forms

To set up the trigger in Pabbly Connect, select ‘Cognito Forms’ as your trigger application and choose the event as ‘New Entry’. This means that every time a new entry is submitted through your Cognito Forms, it will trigger the workflow.

Once selected, Pabbly Connect will provide you with a Webhook URL. Copy this URL, as you will need to paste it into your Cognito Forms settings to establish the connection.

• Open your Cognito Forms dashboard and select the form you want to connect.
• Navigate to the ‘Build’ section and find the option to post JSON data to a website.
• Paste the Webhook URL into the submit entry endpoint field and save the form.

After saving, you will need to publish the form. Your Cognito Forms is now set up to send data to Pabbly Connect every time there is a new submission.

4. Connecting WooCommerce to Pabbly Connect

With your trigger set, the next step is to connect WooCommerce to Pabbly Connect. In the action step of your workflow, select ‘WooCommerce’ as the action application and choose ‘Add a New Customer’ as the action event.

To establish this connection, you will need to provide your WooCommerce API credentials. This includes your Consumer Key, Consumer Secret, and the website URL. You can find these credentials in your WooCommerce settings under the API section.

Navigate to WooCommerce settings, click on ‘Advanced’, and then select the REST API. Generate a new API key with read and write permissions. Copy the Consumer Key and Consumer Secret into your Pabbly Connect workflow.

After entering the required credentials, you will be able to map the fields from Cognito Forms to WooCommerce, ensuring that all relevant customer information is transferred accurately.

5. Testing the Integration

Finally, it’s time to test your integration. Submit a test entry in your Cognito Forms to ensure that the data flows to WooCommerce correctly through Pabbly Connect. After submitting the form, check your WooCommerce customer list to confirm that the new customer has been created.

If everything is set up correctly, you should see the new customer’s details appear in your WooCommerce account, confirming that the integration is working as intended. This automation not only saves time but also enhances the customer experience by streamlining data entry processes.

By following these steps, you have successfully created an automated workflow that connects Cognito Forms and WooCommerce using Pabbly Connect. This setup allows for efficient management of customer data, helping you focus on growing your business.

Conclusion

In this tutorial, we explored how to create WooCommerce customers automatically from Cognito Forms submissions using Pabbly Connect. By following the detailed steps, you can enhance your workflow efficiency and improve customer management in your online store.