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Turn WooCommerce Orders into Instant CRM Contacts

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating WooCommerce with HubSpot CRM, you first need to access Pabbly Connect. Simply visit the Pabbly website by typing pabby.com in your browser.

Once on the website, you can either sign in if you are an existing user or sign up for a free account. Pabbly Connect offers 100 tasks free monthly, allowing you to explore its features before upgrading.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to the dashboard where you can manage your workflows. Click on the “Create Workflow” button to start a new automation.

Name your workflow appropriately, such as “WooCommerce to HubSpot Integration”.
Select the folder where this workflow will be saved.
Click on “Create” to finalize the setup.

Once the workflow is created, you will see a prompt to select your trigger application, which will be WooCommerce in this case. This sets the stage for the automation process.

3. Setting Up the Trigger with WooCommerce

The next step involves setting up WooCommerce as the trigger application in Pabbly Connect. You will select the “New Order Created” event as the trigger.

After selecting the trigger event, you will receive a webhook URL. This URL acts as a bridge between WooCommerce and Pabbly Connect, allowing data to flow seamlessly.

Open your WordPress dashboard and navigate to WooCommerce settings.
Go to the “Advanced” tab and select “Webhooks”.
Click on “Add Webhook” and paste the webhook URL.

Make sure to set the topic as “Order Created” and save the webhook. This completes the trigger setup, enabling WooCommerce to send order details to Pabbly Connect.

4. Testing the Webhook Response

To ensure the integration is functioning correctly, you need to test the webhook response in Pabbly Connect. Click on “Recapture Webhook Response” to initiate the test.

Next, simulate a new order in your WooCommerce store. This will allow Pabbly Connect to capture the order details sent from WooCommerce.

Visit your WooCommerce store and place an order.
Enter the required customer details during checkout.
Complete the order to trigger the webhook.

Once the order is placed, return to Pabbly Connect to verify that the response has been captured successfully. This confirms that the integration is set up correctly.

5. Adding Action Step to HubSpot CRM

Now that the trigger is set, the final step is to add HubSpot as the action application in Pabbly Connect. Select “Create a Contact” as the action event.

Connect your HubSpot account to Pabbly Connect by following the prompts. Once connected, you will be able to map the WooCommerce order details to the appropriate fields in HubSpot.

Map customer details such as name, email, and address from WooCommerce to HubSpot.
Ensure all required fields are filled correctly to avoid errors.
Click on “Save and Send Test Request” to finalize the action.

After saving, check your HubSpot CRM to confirm that the new contact has been created successfully. This completes the integration process using Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate WooCommerce with HubSpot CRM. By following these steps, you can automate the process of adding new customer orders directly to your CRM, enhancing efficiency and data management.