How to Create Systeme.io Contact from WooCommerce Order Using Pabbly Connect

Learn how to integrate WooCommerce and Systeme.io using Pabbly Connect to automatically create contacts from new orders. Follow this detailed step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Systeme.io contact from a WooCommerce order, the first step is to access Pabbly Connect. This platform allows you to integrate various applications without any coding skills. Simply navigate to the Pabbly Connect homepage by typing the URL in your browser.

Once on the homepage, you will see options to either sign in or sign up for a free account. New users can create an account to receive 100 free tasks each month, allowing them to explore the features of Pabbly Connect and set up automations effectively.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button, which opens a dialog box prompting you to name your workflow. You can name it something like ‘Create Systeme.io Contact from WooCommerce Order’ to keep it clear.

• Provide a name for your workflow.
• Select a folder to save your workflow.
• Click on ‘Create’ to proceed.

Once created, you will see two windows open for your trigger and action. In this case, WooCommerce will be your trigger application, and Systeme.io will be the action application. Understanding this setup is crucial as it dictates how the automation will function.

3. Setting Up the WooCommerce Trigger

The next step involves setting up the trigger in Pabbly Connect. Select WooCommerce as your trigger application and choose ‘New Order Created’ as the trigger event. This event will initiate the workflow whenever a new order is placed in your WooCommerce store.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge between WooCommerce and Pabbly Connect. You need to copy this URL and configure it in your WooCommerce settings.

• Navigate to your WordPress dashboard.
• Go to WooCommerce settings and select the ‘Advanced’ tab.
• Add a new webhook using the copied URL.

Ensure to set the status of the webhook to active and select the topic as ‘Order Created’ before saving the changes. This setup allows Pabbly Connect to receive data from WooCommerce whenever a new order is placed.

4. Testing the Connection

After setting up the webhook, it’s time to test the connection. Go back to Pabbly Connect and click on the ‘Recapture Webhook Response’ button. This action prepares Pabbly Connect to receive data from WooCommerce.

To test the integration, place a test order in WooCommerce. Fill in the customer details and complete the checkout process. Once the order is placed, return to Pabbly Connect to see if the response has been captured successfully.

Complete the checkout process in WooCommerce. Check if the response appears in Pabbly Connect.

If the response is received, your connection is successful, and you can proceed to the next step of creating a contact in Systeme.io.

5. Creating a Contact in Systeme.io

With the trigger successfully set up, the next step is to create a contact in Systeme.io using the data received from WooCommerce. Select Systeme.io as your action application in Pabbly Connect and choose ‘Create Contact’ as the action event.

To connect Systeme.io with Pabbly Connect, you will need to enter your API key. Navigate to your Systeme.io account, go to the profile section, and find the API key under settings. Copy this key and paste it back into Pabbly Connect.

Map the email address, first name, and last name fields using the data received from WooCommerce. Ensure all required fields are filled correctly. Click on ‘Save and Send Test Request’ to create the contact.

If successful, you will receive a response confirming that the contact has been created in Systeme.io. This means your integration is working perfectly, and every new order will automatically create a contact in Systeme.io.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically create a Systeme.io contact from a WooCommerce order. By following the steps outlined, you can streamline your order processing and customer management effectively.