Integrating WooCommerce with FreeAgent Using Pabbly Connect

Learn how to integrate WooCommerce with FreeAgent using Pabbly Connect for seamless contact creation. Step-by-step guide included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WooCommerce and FreeAgent Integration

To start the integration between WooCommerce and FreeAgent, access Pabbly Connect. This platform enables seamless automation between different applications without the need for coding knowledge. Begin by visiting the Pabbly Connect website.

Once on the site, hover over the product section and select ‘Connect’. You can sign in if you already have an account or create a new one for free. After signing in, you will be directed to the Pabbly Connect dashboard where you can create workflows for your integrations.

2. Creating a Workflow in Pabbly Connect for WooCommerce Orders

Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name it ‘WooCommerce to FreeAgent’. This workflow will facilitate the integration between the two applications.

• Select WooCommerce as the trigger application.
• Choose ‘New Order Created’ as the trigger method.
• Pabbly Connect will provide a Webhook URL to connect WooCommerce.

Copy the Webhook URL and paste it into WooCommerce to establish the connection. This URL is crucial for transferring data from WooCommerce to Pabbly Connect.

3. Setting Up Webhooks in WooCommerce

To finalize the connection, navigate to your WooCommerce settings. Click on the ‘Advanced’ tab and then select ‘Webhooks’. Here, add a new webhook by clicking on the ‘Add Webhook’ button.

• Name the webhook as ‘WooCommerce Integration’.
• Set the status to Active.
• Select ‘Order Created’ as the topic.
• Paste the Webhook URL from Pabbly Connect in the Delivery URL field.

After saving the webhook, return to Pabbly Connect and click on ‘Capture Webhook Response’. This action allows Pabbly Connect to listen for new orders created in WooCommerce.

4. Testing the Integration with a New Order

Now, it’s time to test the integration. Create a new order in WooCommerce by adding a product to the cart and proceeding to checkout. Fill in the customer details and complete the order.

Once the order is placed, return to Pabbly Connect to see if the webhook response has been captured. You should see the details of the order, including the customer name, email, and phone number.

After confirming that the data has been captured, save this information to proceed with the next step of integration with FreeAgent.

5. Integrating FreeAgent with Pabbly Connect

For the final step, you will integrate FreeAgent into your workflow. Click the plus button in Pabbly Connect to add a new action and select FreeAgent as the application.

Choose ‘Create Contact’ as the action method. If you have existing credentials, select them; if not, create new credentials by entering your FreeAgent email and password. Approve the connection to ensure data security.

Map the fields from the WooCommerce order data to the FreeAgent contact fields. This includes first name, last name, organization name, email, and phone number. Once mapped, save and send a test request to verify the connection.

Conclusion

In this tutorial, we explored how to integrate WooCommerce with FreeAgent using Pabbly Connect. This setup allows for automatic creation of contacts in FreeAgent whenever a new order is placed in WooCommerce. By following these steps, you can streamline your order management and contact creation processes effectively.