How to Create FluentCRM Contact for ThriveCart Purchase Using Pabbly Connect

Learn how to create a FluentCRM contact for ThriveCart purchases using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance on integration. 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. Setting Up Pabbly Connect for Integration

To create a FluentCRM contact for ThriveCart purchases, we will use Pabbly Connect. First, access Pabbly Connect by visiting their website and signing in or signing up for a free account. This will allow you to create workflows that integrate various applications seamlessly.

Once logged in, navigate to the dashboard where you can see existing workflows. Click on the ‘Create Workflow’ button to start a new integration. Name your workflow something descriptive, like ‘Create FluentCRM Contact for ThriveCart Purchase’ and select the folder for organization.

2. Creating a Trigger in Pabbly Connect

The next step is to set up the trigger in Pabbly Connect. In this case, we will select ThriveCart as the trigger application. Click on the trigger box and search for ThriveCart, then select it. The trigger event will be set to ‘Product Purchase’.

• Select ThriveCart as the trigger application.
• Choose the trigger event ‘Product Purchase’.
• Connect ThriveCart with Pabbly Connect using an API key.

To connect ThriveCart, click on the ‘Connect’ button, then select ‘Add New Connection’. You will need to provide an API token from ThriveCart, which you can generate in your ThriveCart settings under API and Webhooks. Copy this token back to Pabbly Connect and save the connection.

3. Mapping ThriveCart Purchase Details

After successfully connecting ThriveCart, the next step is to map the product details in Pabbly Connect. Choose the product you want to track, such as the ‘Advanced PHP Course’. Make sure to select the correct status, which should be in test mode for this integration.

Once the product is selected, click on the ‘Save and Send Test Request’ button. This action will wait for a response, which you can generate by making a test purchase on ThriveCart. Fill in the required details like name, email, phone number, and address, then complete the order.

4. Setting Up Action in Pabbly Connect

After receiving the response from ThriveCart, the next step is to set up the action in Pabbly Connect. This will involve selecting FluentCRM as the action application. Click on the action box, search for FluentCRM, and select it. The action event will be set to ‘Create a Contact’.

• Select FluentCRM as the action application.
• Choose the action event ‘Create a Contact’.
• Connect FluentCRM with Pabbly Connect using your site URL, username, and password.

Input the necessary credentials, including your site URL from FluentCRM. Make sure to map all relevant fields such as first name, last name, email, and address. After mapping these fields, click on ‘Save and Send Test Request’ to create the contact in FluentCRM.

5. Verifying Integration Success

Once the action is set up, it’s crucial to verify that the integration works correctly. Go to FluentCRM and check the ‘Paid Customers’ list to see if the new contact has been added. You should find the contact details reflecting the test purchase made earlier.

This verification step confirms that whenever a new purchase is made in ThriveCart, a corresponding contact is automatically created in FluentCRM through Pabbly Connect. This integration not only saves time but also enhances your customer relationship management.

Conclusion

In this tutorial, we demonstrated how to create a FluentCRM contact for ThriveCart purchases using Pabbly Connect. By following the steps outlined, you can automate your workflows and improve efficiency in managing customer data.