Learn how to automate adding customers to WooCommerce with Pabbly Connect and Pabbly Connect in this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start integrating WooCommerce with Pabbly Subscription Billing, first, access Pabbly Connect. Visit the Pabbly website and sign in to your account. If you don’t have an account, you can sign up for free and receive monthly tasks.

Once logged in, navigate to the top right corner and click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Pabbly Subscription Billing to WooCommerce’. This sets the stage for automating the process of adding new customers from Pabbly Subscription Billing to WooCommerce.


2. Setting Up the Trigger in Pabbly Connect

In this step, you will define the trigger event in Pabbly Connect. Select ‘Pabbly Subscription Billing’ as your trigger application. The trigger event will be set to ‘New Subscription’, which activates whenever a new subscription is created.

  • Select the trigger application: Pabbly Subscription Billing.
  • Choose the trigger event: New Subscription.
  • Copy the generated webhook URL for later use.

After setting up the trigger, you will see a webhook URL generated by Pabbly Connect. This URL will be used to connect your Pabbly Subscription Billing account to the workflow. Make sure to copy this URL as you’ll need it in the next steps.


3. Configuring Pabbly Subscription Billing for Webhooks

Next, log into your Pabbly Subscription Billing account. Navigate to the ‘Settings’ section on the left sidebar and select ‘Webhooks’. Here, you can manage your webhook settings.

  • Click on the ‘Add Webhook’ button.
  • Enter a name for your webhook, such as ‘WooCommerce Integration’.
  • Paste the copied webhook URL into the Webhook URL field.

Set the event to ‘Subscription Created’ to ensure that every time a new subscription is created, the details will be sent to Pabbly Connect. After entering all necessary details, click on the ‘Save’ button to activate your webhook.


4. Testing the Integration with Dummy Data

To verify that the integration is functioning correctly, you need to create a test subscription in Pabbly Subscription Billing. Navigate to the ‘Subscriptions’ section and click on the ‘Add Subscription’ button.

Select a customer email from your existing list or add a new customer. Choose the product and plan for the subscription. Set the subscription terms and click ‘Save’.

After saving the subscription, return to Pabbly Connect to see if the webhook captured the response. You should see the details of the newly created subscription, confirming that the integration is working as intended.


5. Adding Customers to WooCommerce via Pabbly Connect

Now that the trigger is set and tested, it’s time to configure the action step in Pabbly Connect. Select ‘WooCommerce’ as the action application and choose ‘Add New Customer’ as the action event.

Connect your WooCommerce account by entering the required details such as the Consumer Key, Consumer Secret, and Website URL. This information can be found in your WooCommerce settings under the REST API section. Once connected, map the customer details from the Pabbly Subscription Billing webhook data to WooCommerce fields.

Map the email, first name, and last name fields from the webhook data. Add any additional details like billing address if necessary. Click on ‘Save & Send Test Request’ to finalize the setup.

After sending the test request, check your WooCommerce dashboard under the ‘Customers’ section to verify if the new customer has been added successfully. This confirms that the integration is complete and functioning correctly.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding customers to WooCommerce from Pabbly Subscription Billing. By following the steps outlined, you can streamline your subscription management and enhance your business operations.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Utilizing Pabbly Connect not only saves time but also ensures accuracy in customer data management across platforms.