Integrate FlexiFunnels with Xero Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate FlexiFunnels with Xero to create contacts automatically using Pabbly Connect in this detailed tutorial. 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. Set Up Pabbly Connect for Integration

To integrate FlexiFunnels with Xero, the first step is to set up Pabbly Connect. This platform will facilitate the automation process seamlessly. Start by signing into your Pabbly account. If you don’t have one, you can sign up for free to access 100 tasks monthly.

Once you are logged in, navigate to the Pabbly Connect dashboard. Here, you will find options to create new workflows. Click on the ‘Create New Workflow’ button to start the integration process between FlexiFunnels and Xero.

2. Create a New Workflow in Pabbly Connect

After clicking ‘Create New Workflow’, you will be prompted to name your workflow. Choose a descriptive name like ‘FlexiFunnels to Xero Contact Creation’. This will help you identify the workflow later. In this step, you will set a trigger event that will initiate the workflow. using Pabbly Connect

• Select ‘FlexiFunnels’ as the trigger application.
• Choose the trigger event as ‘New Purchase’.
• Click on ‘Save’ to proceed.

This trigger will ensure that every time a new purchase is made in FlexiFunnels, the workflow will be activated. After saving, you will be directed to the next step where you will need to connect your FlexiFunnels account to Pabbly Connect.

3. Connect FlexiFunnels to Pabbly Connect

To connect FlexiFunnels, you will need to provide a webhook URL generated by Pabbly Connect. This URL acts as a bridge between FlexiFunnels and Pabbly Connect. In your FlexiFunnels account, go to the settings of the product you are selling and find the option to set up webhooks. using Pabbly Connect

Paste the webhook URL from Pabbly Connect into the designated field in FlexiFunnels. Make sure to save the changes. Now, every time a purchase is completed in FlexiFunnels, the data will be sent to Pabbly Connect, triggering the workflow you just created.

4. Create a Contact in Xero Using Pabbly Connect

With the workflow set up, the next step is to create a contact in Xero. In Pabbly Connect, after the FlexiFunnels trigger, you will add an action step to connect to Xero. Select Xero as the action application and choose ‘Create Contact’ as the action event. using Pabbly Connect

• Authenticate your Xero account with Pabbly Connect.
• Map the fields from the FlexiFunnels purchase data to the corresponding fields in Xero.
• Click ‘Save and Send Test Request’ to ensure the integration works correctly.

This step will create a new contact in Xero every time there is a purchase in FlexiFunnels. Ensure that all necessary fields are correctly mapped to avoid any errors during the contact creation process.

5. Test the Integration and Verify Contact Creation

After setting up the action step to create a contact in Xero, it is crucial to test the entire workflow. Go back to FlexiFunnels and make a test purchase using dummy data. Once the purchase is completed, return to Pabbly Connect to check the workflow execution. using Pabbly Connect

You should see a successful response indicating that a contact has been created in Xero. Verify by logging into your Xero account and checking the contacts section. You should see the new contact reflecting the details from your purchase in FlexiFunnels.

Conclusion

In this tutorial, we have successfully demonstrated how to automate the creation of Xero contacts using Pabbly Connect whenever a purchase is made in FlexiFunnels. By following these steps, you can streamline your business processes and ensure that every new customer is captured in your accounting system efficiently.