Learn how to create FluentCRM contacts from ThriveCart purchases using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To create a FluentCRM contact for ThriveCart purchases, we will use Pabbly Connect. First, open your web browser and go to the Pabbly Connect website. If you don’t have an account, sign up for free, which takes just a few minutes and allows you hundreds of tasks monthly.
Once you have an account, sign in. You will see the dashboard where you can create new workflows. Click on the ‘Create Workflow’ button to begin setting up your integration. This is where Pabbly Connect will facilitate the connection between ThriveCart and FluentCRM.
2. Setting Up the Trigger in Pabbly Connect
In this step, we will set up the trigger in Pabbly Connect. The trigger application will be ThriveCart, and the trigger event will be ‘Product Purchase’. Click on the trigger box and search for ThriveCart to select it.
- Select ‘Product Purchase’ as the trigger event.
- Connect ThriveCart by adding a new connection.
- Provide your ThriveCart API key to establish the connection.
Once the connection is successful, you can proceed to select the specific product you want to track. This is crucial as it allows Pabbly Connect to capture the purchase details for the next steps in the workflow.
3. Making a Test Purchase to Capture Data
After setting up the trigger, it’s time to make a test purchase to ensure everything is working correctly. Go to your ThriveCart dashboard and open the product you set as the trigger. Click on the checkout URL to access the purchase page.
Fill in the required details for the test purchase, such as:
- First Name: Dummy
- Last Name: User
- Email: [email protected]
Complete the payment using a test credit card and submit the order. Once the purchase is successful, return to Pabbly Connect to see if the response has been captured, which confirms that the trigger is working correctly.
4. Setting Up the Action to Create a Contact in FluentCRM
Now that we have our trigger set, the next step is to set up the action in Pabbly Connect. The action application will be FluentCRM, and the action event will be ‘Create a Contact’. Search for FluentCRM and select it.
Connect FluentCRM by entering your username, password, and site URL. Ensure that you input the correct site URL from your FluentCRM settings. Once connected, map the data from the ThriveCart purchase to the FluentCRM contact fields.
Map the First Name and Last Name from the ThriveCart response. Include the email, phone number, and address details. Select the appropriate list in FluentCRM to add the contact.
After mapping all necessary fields, click on ‘Save and Test Request’ to ensure that the contact is created successfully in FluentCRM. This integration demonstrates how Pabbly Connect effectively automates the process.
5. Verifying the Integration and Conclusion
After completing the setup, check your FluentCRM dashboard to verify that the new contact has been added successfully. Navigate to the list you selected during the mapping process and confirm that the details match the test purchase.
This confirms that the integration is functioning as intended. With Pabbly Connect, every new purchase in ThriveCart will automatically create a contact in FluentCRM, streamlining your workflow significantly.
In summary, we have successfully set up a workflow in Pabbly Connect to connect ThriveCart with FluentCRM. This integration allows for seamless data transfer, enhancing your marketing automation processes.
Conclusion
This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.
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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By following these steps, you can easily integrate ThriveCart with FluentCRM using Pabbly Connect. This powerful tool enables efficient automation, allowing you to focus on growing your business.