How to Create FluentCRM Contact from Moxie Client Using Pabbly Connect

Learn how to create a FluentCRM contact from Moxie Client using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a FluentCRM contact from Moxie Client, you first need to access Pabbly Connect. Start by opening a new tab and navigating to the Pabbly website. Here, you will find options to sign in or sign up for free, allowing you to create an account if you don’t have one.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect. This action will take you to the Pabbly Connect dashboard, where you can manage your workflows for seamless integration between Moxie and FluentCRM.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will see the option to create a new workflow. Click on the ‘Create Workflow’ button, and a popup will appear asking you to name your workflow. Name it ‘Create FluentCRM Contact from Moxie Client’ and select a folder to save it in.

• Click on ‘Create’ to proceed.
• This will direct you to the workflow setup page where you can define triggers and actions.

Here, you will see two sections: Trigger and Action. The trigger represents the event that starts the workflow, while the action is what happens as a result. In this case, the trigger will be Moxie, and the action will be FluentCRM, both facilitated by Pabbly Connect.

3. Setting Up the Trigger for Moxie

To set up the trigger, search for Moxie in the trigger application section. Select it and then choose the trigger event as ‘Client Created’. This event will activate whenever a new client is added in Moxie, allowing Pabbly Connect to capture the relevant information.

Next, you will need to connect Moxie with Pabbly Connect using a webhook URL. Copy the provided webhook URL from Pabbly Connect and navigate to Moxie. In Moxie, go to Workspace Settings, find Connected Apps, and select the Pabbly integration option to add a new REST hook.

• Choose ‘Client Created’ as the event type.
• Paste the webhook URL and save the settings.

Once the REST hook is added, return to Pabbly Connect. The system will be waiting for a webhook response, indicating that the connection is ready to capture client information.

4. Adding a New Client in Moxie

To test the integration, you need to add a new client in Moxie. Go to the Clients section and click the plus button to add a new client. Fill in the necessary details, including the first name, last name, email, and phone number.

Once you have entered all the client information, click on ‘Save’. This action will trigger the webhook in Pabbly Connect, and you will see the response captured in your workflow, confirming that the client data has been successfully received.

Details to include: First Name, Last Name, Email, Phone Number, Address, City, State, Postal Code, and Country. Make sure to save the client to activate the trigger.

With the client information now captured, you can proceed to set up the action in Pabbly Connect to create a new contact in FluentCRM.

5. Setting Up the Action for FluentCRM

Now that you have the client details from Moxie, it’s time to set up the action in Pabbly Connect. Search for FluentCRM in the action application section and select it. Choose the action event as ‘Create a Contact’. This action will create a new contact in FluentCRM using the data captured from Moxie.

To connect FluentCRM with Pabbly Connect, you will need to enter your username, password, and site URL. Copy the site URL from FluentCRM and ensure it is formatted correctly by clearing any unnecessary parts before saving the connection.

Map the client details from Moxie to the corresponding fields in FluentCRM. Select the status as ‘Subscribed’ and choose any relevant tags or lists for the new contact.

Finally, click on ‘Save’ to create the contact. You will receive a confirmation message indicating that the subscriber has been successfully added. Check FluentCRM to verify that the new contact appears in the designated list, confirming that the integration via Pabbly Connect works seamlessly.

Conclusion

In this tutorial, we demonstrated how to create a FluentCRM contact from Moxie Client using Pabbly Connect. By following the steps outlined, you can automate the process of adding new clients to your CRM, streamlining your workflow and saving time.