How to Sync WooCommerce Customers with Retently in Real-Time Using Pabbly Connect

Learn how to sync WooCommerce customers with Retently in real-time using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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. Accessing Pabbly Connect for WooCommerce Integration

To sync WooCommerce customers with Retently in real-time, first access Pabbly Connect. This powerful automation platform allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect website and signing up for a free account if you are a new user.

Once logged in, you can create a new workflow. Click on the blue button labeled ‘Create Workflow’ and give your workflow a name like ‘When Order Placed in WooCommerce, Add Customer in Retently’. This sets the stage for the automation to take place.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger for your workflow. Select WooCommerce as the trigger application in Pabbly Connect. The trigger event should be set to ‘New Order Created’ to capture customer information whenever an order is placed.

• Choose ‘WooCommerce’ as the trigger application.
• Set the trigger event to ‘New Order Created’.
• Copy the provided webhook URL for integration.

After copying the webhook URL, navigate to your WooCommerce settings. Under the ‘Advanced’ section, find the ‘Webhooks’ option and click on ‘Add New Webhook’. Here, name your webhook (e.g., ‘Integration with Pabbly Connect’), set the status to active, and paste the copied URL in the delivery URL field.

3. Testing the Connection Between WooCommerce and Pabbly Connect

Once the webhook is set up, it’s time to test the connection. Place a dummy order in your WooCommerce store. This action will send the order details to Pabbly Connect via the webhook.

After placing the order, return to Pabbly Connect and click on the ‘Recapture Webhook Response’ button. This will allow you to see if the order details have been received correctly. You should see customer details like name, email, and order total reflected in the response.

• Place a dummy order in WooCommerce.
• Click ‘Recapture Webhook Response’ in Pabbly Connect.
• Check for received order details in the response.

If the details appear correctly, you have successfully connected WooCommerce with Pabbly Connect. This integration will now capture customer data automatically for each new order.

4. Adding Customers to Retently Using Pabbly Connect

The next step involves adding the captured customer details to Retently. In Pabbly Connect, set the action application to Retently and choose the action event as ‘Create or Update Customer’. This allows you to send customer information directly to Retently.

To establish the connection, click on ‘Add New Connection’ and enter your Retently API key. You can find this key in your Retently account settings. After entering the API key, proceed to map the customer fields from WooCommerce to Retently.

Select ‘Retently’ as the action application. Choose ‘Create or Update Customer’ as the action event. Map customer fields like email, first name, last name, and phone number.

After mapping the fields, click on the button to send the data to Retently. You should see a confirmation message indicating that the customer has been successfully added. This ensures that every new WooCommerce customer is automatically added to your Retently account for feedback collection.

5. Finalizing the Integration and Automation

Now that you have configured the integration, it is important to finalize the workflow in Pabbly Connect. This automation will run in the background, ensuring that every new order placed in WooCommerce results in the corresponding customer being added to Retently.

Once set up, you only need to create this automation once. All future orders will be processed automatically, allowing you to focus on other aspects of your business. To clone this workflow, you can use a sharable link provided in the description for easy access.

Now, you can send surveys to your customers using Retently, leveraging the data captured through Pabbly Connect. This integration streamlines your customer feedback process and enhances your e-commerce operations.

Conclusion

In conclusion, syncing WooCommerce customers with Retently in real-time using Pabbly Connect is a straightforward process. By following the steps outlined above, you can automate customer data transfer and improve your feedback collection efforts efficiently.