Integrating FlexiFunnels Purchase Details in Airtable with Pabbly Connect

Learn how to seamlessly integrate FlexiFunnels purchase details into Airtable using Pabbly Connect. Follow this step-by-step guide for automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating FlexiFunnels purchase details into Airtable, first, access Pabbly Connect. You can do this by searching for ‘Pabbly.com/connect’ in your browser. This platform is essential for creating automated workflows without any coding knowledge.

Once on the Pabbly Connect homepage, you will see options to either sign in or sign up. If you are a new user, you can sign up for free, gaining access to 100 tasks monthly. Existing users should click on the ‘Sign In’ button to proceed to their dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to your dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Here, enter a name like ‘Add FlexiFunnels Purchase Details in Airtable’. This helps in identifying the workflow later. using Pabbly Connect

In this step, you will also select a folder to save your workflow. Choose the folder named ‘Automations’ for better organization. Once done, click on the ‘Create’ button to proceed. This action opens the workflow window where you can set up triggers and actions.

• Click on ‘Create Workflow’ to start.
• Name your workflow appropriately.
• Select the folder for better organization.

With this, you are ready to set your trigger application, which will be FlexiFunnels. This setup is crucial as it initiates the workflow whenever a new purchase occurs.

3. Setting Up the Trigger for FlexiFunnels

In the workflow window, select FlexiFunnels as your trigger application. This selection ensures that every new purchase in FlexiFunnels triggers the workflow. Next, choose the trigger event as ‘New Purchase’. This event captures the necessary purchase details. using Pabbly Connect

After selecting the trigger event, Pabbly Connect generates a webhook URL. Copy this URL as it will be used to connect FlexiFunnels with Pabbly Connect. Log into your FlexiFunnels account and navigate to the product settings for the course you want to automate.

• Select the product for which you want to set up the automation.
• Click on ‘Set Rules’ and then ‘Add Set Product Rules’.
• Paste the copied webhook URL in the designated field.

This process effectively links your FlexiFunnels account with Pabbly Connect, allowing automatic data transfer upon each purchase.

4. Testing the Integration with Pabbly Connect

Once the webhook is set, it’s time to test the integration. Make a test purchase in FlexiFunnels to trigger the workflow. Enter the required details and complete the order. After the purchase is successful, return to your Pabbly Connect workflow to check for the webhook response. using Pabbly Connect

You should see the captured details in Pabbly Connect, confirming that the integration is working correctly. This response includes the customer’s name, email, phone number, and other relevant data. This step is crucial to ensure that your automation is functioning as intended.

Make a test purchase in FlexiFunnels. Check Pabbly Connect for the captured response. Ensure all details are accurate and reflect the test purchase.

With successful testing, you can now proceed to set up the action step to send this data to Airtable.

5. Adding Purchase Details to Airtable with Pabbly Connect

For the action application, select Airtable in your Pabbly Connect workflow. Choose the action event as ‘Create Record’. This event allows you to add the captured purchase details directly into Airtable. using Pabbly Connect

You will need to connect your Airtable account with Pabbly Connect. Click on ‘Connect with Airtable’ and grant the necessary permissions. Ensure to select the correct base and table where you want the purchase details to be stored.

Select the Airtable base where records will be added. Map the fields from FlexiFunnels to the corresponding Airtable fields. Click on ‘Save and Send Test Request’ to finalize the action.

This mapping ensures that each purchase detail is correctly recorded in Airtable, maintaining organized and updated records without manual effort. After saving, you can check Airtable to confirm that the details have been successfully added.

Conclusion

In this tutorial, we successfully integrated FlexiFunnels purchase details into Airtable using Pabbly Connect. By following the steps outlined, you can automate your purchase tracking process, ensuring that records remain organized and up to date with minimal manual effort. This integration enhances efficiency and accuracy in managing customer data.