Integrate WooCommerce with Zoho CRM Using Pabbly Connect

Learn how to integrate WooCommerce with Zoho CRM using Pabbly Connect. This step-by-step tutorial covers setup and automation for new customers. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WooCommerce and Zoho CRM Integration

To start the integration of WooCommerce with Zoho CRM, you first need to access Pabbly Connect. Open your web browser and go to the Pabbly website. From there, hover over the ‘Products’ section and click on ‘Connect’ to access the integration platform.

Once you are on the Pabbly Connect page, sign in to your account. If you don’t have an account, you can create one for free. After signing in, navigate to the ‘Connect’ section to start creating your workflow.

2. Creating a New Workflow in Pabbly Connect

Now, you will create a new workflow in Pabbly Connect. Click on ‘Create New Workflow’ and name it ‘WooCommerce Integration’. This will help you keep track of your automation processes.

Next, you need to set up the trigger for this workflow. Choose ‘WooCommerce’ as your application and select the trigger event as ‘New Customer Created’. This means that every time a new customer is added in WooCommerce, it will trigger the workflow.

• Select the WooCommerce app.
• Choose the trigger method as ‘New Customer Created’.
• Copy the Webhook URL provided by Pabbly Connect.

After setting this up, you will need to paste the Webhook URL into your WooCommerce settings to establish a connection.

3. Setting Up WooCommerce Webhook

To connect WooCommerce with Pabbly Connect, you need to create a webhook in your WooCommerce settings. Go to your WooCommerce account and click on ‘Settings’. Then navigate to the ‘Advanced’ tab and select ‘Webhooks’.

Here, you will create a new webhook. Enter the following details:

• Name: WooCommerce Integration
• Status: Active
• Topic: Customer Created
• Delivery URL: Paste the Webhook URL here.

Click on ‘Save Webhook’ to finalize the setup. This will allow WooCommerce to send data to Pabbly Connect whenever a new customer is created.

4. Capturing the Webhook Response in Pabbly Connect

After saving the webhook, go back to Pabbly Connect to capture the webhook response. The platform will be waiting for a response from WooCommerce. To test this, create a new customer in your WooCommerce account.

Fill out the registration form with the new customer’s details. For example, use the name ‘Sophia Matthew’ and the email ‘[email protected]’. Once the registration is complete, you will see the webhook response captured in Pabbly Connect. This response confirms that the integration is working correctly.

5. Adding a New Contact in Zoho CRM Using Pabbly Connect

Now that you have captured the webhook response, it’s time to add this customer as a contact in Zoho CRM. Click on the plus button in Pabbly Connect to add another application to your workflow. Choose ‘Zoho CRM’ and set the action method to ‘Create Contact’.

Connect to Zoho CRM by selecting ‘New Credentials’. Enter your domain name, for example, ‘zoho.com’, and authenticate your account. Then, map the fields from the webhook response to the corresponding fields in Zoho CRM. For example, map the first name, last name, and email address of the customer.

Finally, click on ‘Save and Send Test Request’. This will send the data to Zoho CRM, creating a new contact for the customer. You can verify this by checking your Zoho CRM contacts list to see if the new contact has been successfully added.

Conclusion

In this tutorial, we explored how to integrate WooCommerce with Zoho CRM using Pabbly Connect. By following these steps, you can automate the process of adding new customers from WooCommerce to Zoho CRM, ensuring efficient data management without manual effort. This integration not only saves time but also enhances your customer relationship management capabilities.