Integrating PayKickstart with Freshdesk Using Pabbly Connect

Learn to integrate PayKickstart with Freshdesk using Pabbly Connect. This step-by-step guide walks you through the process of creating Freshdesk contacts from new PayKickstart sales.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting the official website. Type ‘Pabbly.com’ in your browser and press enter. Once on the homepage, hover over the products menu and select ‘Connect’ to navigate to the Pabbly Connect dashboard.

Here, you can create a free account in just a couple of minutes. Pabbly Connect allows you to automate the integration of various applications without any coding skills. After signing in, you can start building your workflow for integrating PayKickstart with Freshdesk.

2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will prompt you to name your workflow. Enter a name, such as ‘PayKickstart to Freshdesk’ and click ‘Create’ to proceed. using Pabbly Connect

• Select ‘PayKickstart’ as the app in the trigger window.
• Choose ‘Transaction Sale’ as the trigger event.
• Understand that a trigger event is an if statement that initiates actions based on conditions met.

After setting up the trigger, navigate to PayKickstart to select the product you want to integrate. Go to the campaigns section, select your product, and click on the edit option to proceed to the integrations page.

3. Setting Up PayKickstart Integration with Pabbly Connect

In the integrations section of your selected product in PayKickstart, you will find an option to add an IPN URL. Copy the webhook URL provided by Pabbly Connect and paste it into the IPN URL field in PayKickstart.

Next, set the event type to ‘Transaction Sale’ and save the changes. This setup ensures that every time a sale occurs, the data will be sent to Pabbly Connect. Now, return to the Pabbly Connect dashboard and click on the ‘Capture Webhook Response’ button to prepare for receiving data.

• Make a dummy transaction in PayKickstart to test the integration.
• Ensure that all relevant customer data is captured by Pabbly Connect.

Once the transaction is completed, Pabbly Connect will capture the data, including the buyer’s name and email, confirming that the integration is functioning correctly.

4. Creating Freshdesk Contact from PayKickstart Sale

The next step involves syncing the captured data to create a contact in Freshdesk. In Pabbly Connect, click on the plus button to open the action window. Select ‘Freshdesk’ as the app and choose the action event as ‘Create Contact’. using Pabbly Connect

To connect Pabbly Connect with Freshdesk, you will need to enter your Freshdesk API key, account password, and subdomain. Retrieve the API key from your Freshdesk account settings. After entering all details, click on ‘Save’.

Map the data fields from the PayKickstart response to the Freshdesk contact fields. Include the buyer’s full name and email address.

Once you have mapped the necessary fields, click on ‘Save and Send Test Request’. If successful, the contact will be created in Freshdesk, confirming that the integration works seamlessly.

5. Verifying Integration Success

After creating a contact in Freshdesk, it’s essential to verify the integration’s success. Navigate to the contacts section in your Freshdesk account to confirm that the contact has been created with the correct details from the PayKickstart transaction. using Pabbly Connect

To further ensure everything is functioning correctly, you can perform another test transaction in PayKickstart. Repeat the previous steps to check if a new contact is created in Freshdesk for this transaction as well. This will validate that Pabbly Connect is effectively linking PayKickstart and Freshdesk.

With this integration, every new sale in PayKickstart will automatically create a contact in Freshdesk, streamlining your customer management process. If you have any questions, reach out to the Pabbly support team for assistance.

Conclusion

This tutorial demonstrated how to integrate PayKickstart with Freshdesk using Pabbly Connect. By following the steps outlined, you can automate the creation of Freshdesk contacts from new PayKickstart sales, enhancing your workflow efficiency.