How to Create Zoho CRM Contact on FlexiFunnels Purchase Using Pabbly Connect

Learn how to automate the creation of Zoho CRM contacts from FlexiFunnels purchases using Pabbly Connect. Follow our detailed step-by-step tutorial! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Zoho CRM contact on a FlexiFunnels purchase, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and get 100 tasks per month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find various applications offered by Pabbly. Click on ‘Access Now’ under Pabbly Connect to start setting up your workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. Name your workflow as ‘Create Zoho CRM Contact on FlexiFunnels Purchase’ and choose the folder named ‘Automations’. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• This opens the workflow window where you will set up the trigger and action.

In this window, you will see options for selecting a trigger application. Choose ‘FlexiFunnels’ as your trigger application to initiate the workflow whenever a purchase is made.

3. Setting Up the Trigger for FlexiFunnels

After selecting ‘FlexiFunnels’ as your trigger application, you will need to specify the trigger event. Choose the event labeled ‘New Purchase’. This action will start the workflow whenever a new purchase is made in your FlexiFunnels account. using Pabbly Connect

Pabbly Connect will generate a webhook URL for you. Copy this URL as you will need to paste it into your FlexiFunnels account to establish the connection.

• Log in to your FlexiFunnels account.
• Edit the product for which you want to set up this automation.
• In the ‘Set Rules’ section, select ‘Product is Purchased’ and choose ‘Webhook’ as the action.

Paste the webhook URL you copied from Pabbly Connect into the designated field and save your changes. This step connects your FlexiFunnels account to Pabbly Connect, allowing it to capture purchase details.

4. Creating a Zoho CRM Contact

Now that your trigger is set up, it’s time to configure the action in Pabbly Connect. Select ‘Zoho CRM’ as your action application. The action event you want is ‘Create Contact’. Click on the ‘Connect’ button to link your Zoho CRM account. using Pabbly Connect

If you have not connected your Zoho CRM account before, you will need to enter your domain. This can be found in the URL of your Zoho CRM account. After entering the domain, click ‘Save’ and grant the necessary permissions to Pabbly Connect.

Map the fields from the previous step to the corresponding fields in Zoho CRM. For example, map the first name, last name, and email from the FlexiFunnels purchase data.

Once you have mapped the necessary fields, click on ‘Save and Send Test Request’. Pabbly Connect will then attempt to create a new contact in your Zoho CRM account using the information from the purchase.

5. Testing the Integration Workflow

After setting up the action to create a Zoho CRM contact, it’s essential to test your workflow. Go back to FlexiFunnels and make a test purchase using a dummy account. This will trigger the workflow you set up in Pabbly Connect.

Once the purchase is completed, check your Zoho CRM account to see if the new contact has been created. Refresh the contacts page in Zoho CRM to verify the new entry.

You should see the new contact with the details entered during the test purchase. If the contact appears, your integration is successful.

With this, you have successfully created a workflow that automatically adds new contacts to Zoho CRM whenever a purchase is made in FlexiFunnels, all facilitated by Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Zoho CRM contacts from purchases made on FlexiFunnels. This integration streamlines your customer management process, ensuring no client details are missed.