Automate Zoho CRM Contact Creation from FlexiFunnels Purchases Using Pabbly Connect

Learn how to automate Zoho CRM contact creation from FlexiFunnels purchases using Pabbly Connect. Step-by-step guide with specific actions and UI elements. 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 automate the creation of Zoho CRM contacts from FlexiFunnels purchases, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and sign in to your account. If you’re new, you can sign up for a free account which offers 100 tasks per month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find various tools and applications. Click on the Pabbly Connect option to access the workflow section. This is where you will create the automation that connects FlexiFunnels and Zoho CRM.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow that will automate the process of creating a Zoho CRM contact when a purchase occurs on FlexiFunnels. Click on the Pabbly Connect dashboard and select the Create Workflow button.

• Name your workflow, for example, ‘Create Zoho CRM Contact on FlexiFunnels Purchase’.
• Choose a folder to save your workflow, such as ‘Automations’.
• Click the Create button to proceed.

After creating the workflow, you will enter the main workflow window. Here, you will set up the trigger and action for your automation. The trigger is the event that starts the workflow, and the action is what happens as a result.

3. Setting Up the Trigger from FlexiFunnels

The next step involves setting up the trigger application, which will be FlexiFunnels. In the workflow window, search for and select FlexiFunnels as your trigger application. Next, choose the trigger event as New Purchase.

Upon selecting the trigger event, Pabbly Connect will generate a webhook URL. This URL is crucial for connecting FlexiFunnels to your workflow. Copy this URL and head over to your FlexiFunnels account.

• Log in to your FlexiFunnels account and navigate to the product you want to automate.
• Go to the Set Rules section and select Add Set Rules.
• Choose Product is Purchased for all pricing options and select Webhook as the action.

Paste the copied webhook URL into the designated field and save the settings. This completes the trigger setup, allowing Pabbly Connect to capture purchase data from FlexiFunnels.

4. Setting Up the Action to Create a Zoho CRM Contact

Now that the trigger is set up, it’s time to configure the action that will create a contact in Zoho CRM. In the Pabbly Connect workflow, select Zoho CRM as the action application. Then, choose the action event as Create Contact.

Next, you’ll need to connect your Zoho CRM account to Pabbly Connect. Click on Add New Connection and enter your Zoho CRM domain, which can be found in the URL of your Zoho account. After entering the domain, click Save.

Grant Pabbly Connect the necessary permissions to access your Zoho CRM account. Select Online Store as the lead source. Map the fields from the FlexiFunnels purchase data to the corresponding fields in Zoho CRM.

After mapping the required fields, click on Save and Send Test Request to ensure that the integration works correctly. You should receive a confirmation that a new contact has been created in Zoho CRM.

5. Testing the Integration

To finalize the integration, it’s essential to test the workflow. Go back to your FlexiFunnels account and make a test purchase of the course. This will trigger the webhook and send the data to Pabbly Connect.

After completing the purchase, return to Pabbly Connect and check the webhook response. You should see the details of the purchase captured, including the customer’s name, email, and other information. This indicates that the trigger is functioning correctly.

Refresh your Zoho CRM contacts page to verify that the new contact has been created. Ensure that all mapped details match the information entered during the test purchase. Repeat the test with different customer details to confirm the workflow’s reliability.

Once you’ve confirmed that the integration works flawlessly, your setup is complete. Now, every time a purchase is made on FlexiFunnels, a new contact will automatically be created in Zoho CRM through Pabbly Connect.

Conclusion

In this tutorial, we successfully automated the process of creating a Zoho CRM contact from FlexiFunnels purchases using Pabbly Connect. By following the steps outlined, you can ensure that customer data is captured seamlessly and efficiently.

This integration not only saves time but also enhances your customer relationship management. You can now focus on growing your business while Pabbly Connect handles the automation behind the scenes.