Integrate Freshsales with WooCommerce Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Freshsales with WooCommerce seamlessly using Pabbly Connect. Follow our step-by-step guide for a hassle-free setup. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To initiate the integration process between Freshsales and WooCommerce, you need to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the Pabbly Connect section. Here, you can either log in or create a free account in just a few minutes.

Once logged in, click on the ‘Access Now’ button to reach the Pabbly Connect dashboard. This platform is designed to facilitate the integration of different applications without any coding knowledge required. Now, let’s create a new workflow by clicking on the ‘Create Workflow’ button.

2. Setting Up the Freshsales to WooCommerce Workflow

In this step, we will set up a workflow to connect Freshsales and WooCommerce using Pabbly Connect. Name the workflow something descriptive like ‘Freshsales to WooCommerce’ and click on ‘Create’. This will allow us to specify the trigger and action for our integration.

• Choose Freshsales as the app.
• Select ‘New Lead’ as the trigger method.
• Copy the generated webhook URL from Pabbly Connect.

After copying the webhook URL, you need to paste it into Freshsales to establish a connection. This URL will allow Freshsales to send data to Pabbly Connect whenever a new lead is created. Make sure to follow the instructions provided in Pabbly Connect for setting up the webhook correctly.

3. Creating a Workflow in Freshsales

Now that we have set up the webhook URL, it’s time to create a workflow in Freshsales. Navigate to the Freshsales settings and go to the workflows section. Click on the button to create a new workflow, and name it similarly to the one in Pabbly Connect.

• Set the trigger to activate when a new lead is created.
• Select the action as ‘Trigger Webhook’ and paste the webhook URL from Pabbly Connect.
• Save the workflow and start it.

With this setup, Freshsales will send lead details to Pabbly Connect whenever a new lead is added. This connection is crucial for the next steps in the integration process.

4. Capturing Lead Data in Pabbly Connect

After setting up the workflow in Freshsales, it’s time to test the integration by creating a new lead in Freshsales. This action will allow Pabbly Connect to capture the lead data. Fill in the required fields such as first name, last name, email, and phone number, then save the lead.

Once the lead is created, return to Pabbly Connect, where you should see that it is waiting for a webhook response. This indicates that the integration is working correctly, and you can now click on the ‘Save’ button to store the captured data.

5. Integrating WooCommerce with Pabbly Connect

Now that we have successfully captured the lead data in Pabbly Connect, the next step is to integrate WooCommerce. Select WooCommerce as the app and choose the action method as ‘Add New Customer’. You will need to provide the necessary credentials, including the consumer key and secret from your WooCommerce account.

Once you have entered the required credentials, map the lead data from Freshsales to the appropriate fields in WooCommerce. For instance, use the lead’s email as the customer email and their name for the billing details. Finally, click on ‘Save and Send Test Request’ to ensure everything is working smoothly.

After successfully adding the customer, you can check your WooCommerce account to confirm that the new customer has been created. This integration allows you to automate the process of adding new customers from Freshsales to WooCommerce seamlessly through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to integrate Freshsales with WooCommerce using Pabbly Connect. This integration streamlines the process of adding new leads as customers, enhancing your workflow efficiency. With Pabbly Connect, you can easily connect various applications without any coding knowledge.