Integrate FlexiFunnels with Pabbly Connect to Create Pipedrive Person on Purchase

Learn how to integrate FlexiFunnels with Pabbly Connect to automatically create a Pipedrive person upon purchase. Step-by-step tutorial included. 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 Pipedrive person on a FlexiFunnels purchase, you first need to access Pabbly Connect. Start by visiting Pabbly’s website and signing in to your account. If you’re a new user, you can sign up for free and explore the features with 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find various tools, but for this integration, click on the ‘Access Now’ button for Pabbly Connect. This will allow you to create workflows that automate the process of adding new contacts to Pipedrive whenever a purchase is made on FlexiFunnels.

2. Creating Your Workflow in Pabbly Connect

Now that you are in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. Name it something relevant, like ‘Create Pipedrive Person on FlexiFunnels Purchase’ and select the folder where you want to save it.

• Click on ‘Create’ to open the workflow window.
• In the workflow window, set up your trigger and action.
• Select ‘FlexiFunnels’ as your trigger application.

After creating the workflow, you will need to select the trigger event, which in this case is a new purchase. This will allow Pabbly Connect to start the workflow whenever a purchase is made on FlexiFunnels. Once you select the trigger event, a webhook URL will be generated. Copy this URL as it will be used to connect FlexiFunnels with Pabbly Connect.

3. Connecting FlexiFunnels to Pabbly Connect

With the webhook URL copied, log into your FlexiFunnels account. Navigate to the product you want to connect, or create a new one. Click on the product settings and find the ‘Set Rules’ option. Here, you will set the rules for when a purchase is made. using Pabbly Connect

• Select ‘Product is Purchased’ for the trigger.
• Choose ‘Webhook’ as the action.
• Paste the webhook URL you copied from Pabbly Connect.

After saving the settings in FlexiFunnels, you will return to Pabbly Connect, which will now show that it is waiting for a webhook response. To test this, make a test purchase in FlexiFunnels to send data to Pabbly Connect. This step is crucial as it allows Pabbly Connect to capture the data from the purchase.

4. Creating a Pipedrive Person from the Purchase Data

After successfully capturing the webhook response in Pabbly Connect, it’s time to create a Pipedrive person. In your workflow, select Pipedrive as the action application. Choose the action event as ‘Create Person’. This will allow you to add a new contact to your Pipedrive account based on the purchase data.

Next, you will need to connect your Pipedrive account to Pabbly Connect. Click on ‘Add New Connection’ and enter your Pipedrive API token. To find your API token, log into Pipedrive, click on your profile icon, go to ‘Personal Preferences’, and then to ‘API’. Copy the token and paste it into Pabbly Connect.

5. Mapping Data and Finalizing the Integration

With your Pipedrive account connected, you can now map the data from the FlexiFunnels purchase to the Pipedrive person fields. This mapping process ensures that the correct customer details are transferred into Pipedrive. For example, map the first name, last name, email, and phone number from the webhook response to the corresponding fields in Pipedrive.

Once you have completed the mapping, click on ‘Save and Send Test Request’. If everything is set up correctly, you should see a confirmation that a new person has been created in your Pipedrive account with the details from the purchase. This confirms that your workflow is functioning correctly and automating the process as intended.

Now, every time a purchase is made on FlexiFunnels, Pabbly Connect will automatically create a new person in Pipedrive, ensuring seamless integration and efficient customer management.

Conclusion

This tutorial has guided you through the process of integrating FlexiFunnels with Pabbly Connect to create a Pipedrive person upon purchase. By following these steps, you can automate your customer management process effectively and efficiently.