Integrate WooCommerce, Zoho CRM, and Gmail Using Pabbly Connect

Learn how to seamlessly integrate WooCommerce, Zoho CRM, and Gmail using Pabbly Connect for automated workflows. Follow our step-by-step guide. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start integrating applications, access Pabbly Connect by searching for it in your browser. This powerful automation tool simplifies the connection between various applications like WooCommerce, Zoho CRM, and Gmail.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to get started. Existing users can simply click on ‘Sign In’ to access their dashboard.

2. Create a Workflow in Pabbly Connect

After signing in to your Pabbly Connect account, click on ‘Create Workflow’ to initiate the automation setup. You will be prompted to name your workflow, which could be something like ‘Send WooCommerce Coupons to Customers via Email and Add in Zoho CRM.’ Save the workflow in an appropriate folder.

• Click on ‘Create’ to proceed to the workflow window.
• In the workflow window, select WooCommerce as the trigger application.
• Choose ‘New Order Created’ as the trigger event.

This setup allows Pabbly Connect to monitor new orders in WooCommerce and trigger subsequent actions automatically.

3. Set Up Webhook in WooCommerce

To connect WooCommerce with Pabbly Connect, you need to set up a webhook. Copy the webhook URL generated by Pabbly Connect. Log in to your WooCommerce account, navigate to Settings, then Advanced, and click on Webhooks.

Click on ‘Add Webhook’ and fill in the required details. Name the webhook, set the status to active, and select ‘Order Created’ as the topic. Paste the copied webhook URL into the delivery URL field.

• Enter a dummy secret and keep the API version as default.
• Click ‘Save Webhook’ to finalize the setup.

This will allow WooCommerce to send order details to Pabbly Connect whenever a new order is created.

4. Add Zoho CRM Action in Pabbly Connect

Next, you will set up the action to add customer details to Zoho CRM through Pabbly Connect. In the workflow, add a new action step and select Zoho CRM as the action application. Choose ‘Create Contact’ as the action event.

You will need to connect your Zoho CRM account by providing the domain and granting necessary permissions. Once connected, map the customer details received from the WooCommerce order to the respective fields in Zoho CRM.

Map first name, last name, email, phone number, and address fields. Make sure to save and send a test request to verify the integration.

This action ensures that every new WooCommerce order creates a corresponding contact in Zoho CRM through Pabbly Connect.

5. Send Email Using Gmail Integration

Finally, add another action step to send a confirmation email via Gmail. Select Gmail as the action application and choose ‘Send Email V2’ as the action event. Connect your Gmail account and map the recipient’s email address to the customer’s email from the WooCommerce order.

Compose the email content, including a personalized message and attach any relevant files, like discount coupons. Ensure the email subject and body are tailored to provide value to the customer.

Map the customer’s name in the email content for personalization. Test the email sending process to confirm everything works correctly.

This integration allows you to automatically send discount coupons to customers after their purchase through Pabbly Connect, enhancing customer engagement.

Conclusion

In this tutorial, we explored how to integrate WooCommerce, Zoho CRM, and Gmail using Pabbly Connect. By following these steps, you can automate workflows and improve customer interactions effectively.