Integrate WooCommerce with Wave Using Pabbly Connect

Learn how to automate customer creation in Wave from WooCommerce orders using Pabbly Connect, a powerful integration platform. 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. Access Pabbly Connect for Integration

To start integrating WooCommerce with Wave, you first need to access Pabbly Connect. Begin by signing up for a free trial at the Pabbly website. This integration platform allows you to automate workflows without any coding knowledge.

After signing up, log in to your Pabbly Connect account. On the dashboard, click on the ‘Access Now’ button under the Pabbly Connect panel. This will bring you to the workflow creation area where you can set up your automation.

2. Create a New Workflow in Pabbly Connect

Once you’re in Pabbly Connect, click on the ‘Create Workflow’ button to initiate a new automation process. You need to name your workflow appropriately, such as ‘Send WooCommerce Customers Data to Wave CRM’. This title helps you identify the workflow later. using Pabbly Connect

After naming the workflow, click on the ‘Create’ button. You will see two sections: Trigger and Action. The trigger will be the new order in WooCommerce, and the action will be to add the customer details into Wave.

3. Set WooCommerce as the Trigger Application

In the trigger section, select WooCommerce as your application. The event for this trigger will be ‘Order Updated’. This means that every time a new order is placed, Pabbly Connect will capture the customer information. using Pabbly Connect

• Click on the trigger window and choose WooCommerce.
• Select the trigger event as ‘Order Updated’.
• Copy the generated webhook URL provided by Pabbly Connect.

Next, navigate to your WooCommerce settings. Under the ‘Advanced’ tab, find the ‘Webhooks’ option and click on it. Here, you will add a new webhook using the URL you copied from Pabbly Connect. This setup allows WooCommerce to send order data to Pabbly Connect whenever a new order is created.

4. Capture Webhook Response from WooCommerce

After setting up the webhook in WooCommerce, return to Pabbly Connect and click on ‘Recapture Webhook Response’. This action will allow Pabbly Connect to listen for any new order data sent from WooCommerce. using Pabbly Connect

To test this, create a demo order in your WooCommerce store. For example, purchase a product and complete the checkout process. Once the order is placed, Pabbly Connect will capture the order details, including customer name, email, and address.

5. Set Wave as the Action Application

Now that you have captured the customer data, it’s time to set Wave as the action application. Click on the action step in Pabbly Connect and select Wave from the list of applications. The action event will be ‘Create Customer’ because you want to add the new customer to your Wave CRM. using Pabbly Connect

Connect your Wave account by allowing Pabbly Connect the necessary permissions. You will need to map the customer data captured from WooCommerce to the relevant fields in Wave, such as first name, last name, email, and phone number. After mapping the fields, click on ‘Save and Send Test Request’ to add the customer to your Wave account.

Conclusion

This tutorial demonstrated how to integrate WooCommerce with Wave using Pabbly Connect. By following these steps, you can automate the process of creating or updating customers in Wave for every new order you receive in WooCommerce. This integration not only saves time but also enhances your customer management efficiency.