How to Create ActiveCampaign Contact for CopeCart Payment Using Pabbly Connect

Learn how to automate ActiveCampaign contact creation for CopeCart payments using Pabbly Connect. Step-by-step guide with detailed instructions and examples. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create an ActiveCampaign contact for CopeCart payments, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re new, you can sign up for free and get 100 tasks per month.

Once logged in, you will see the Pabbly apps dashboard. Select Pabbly Connect by clicking on the ‘Access Now’ button. This will take you to the Pabbly Connect dashboard where you can set up your automation.

2. Creating a Workflow in Pabbly Connect

To automate contact creation, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. A new window will appear asking for a workflow name. Name it ‘Create ActiveCampaign Contact for CopeCart Payment with Tags’.

• Choose a folder in which to save your workflow.
• Click on the drop-down button to select your desired folder.
• After selecting, click on ‘Create’ to finalize your workflow.

After creating the workflow, you will see two options: Trigger and Action. The trigger will be set up first, which will initiate the automation process.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow in Pabbly Connect. Click on the arrow to choose your trigger application, which is CopeCart. Select ‘Instant Payment Notification’ as the trigger event to capture payment responses.

Pabbly Connect will generate a unique webhook URL. This URL will connect CopeCart to Pabbly Connect. Follow these steps to set it up:

• Log in to your CopeCart account and navigate to settings.
• Click on ‘IP and Connections’ and then ‘New Integration’.
• Select ‘Generic’ as the integration type and paste the webhook URL here.

After saving the integration, your CopeCart account will be connected to Pabbly Connect, allowing you to capture payment details automatically.

4. Setting Up the Action in Pabbly Connect

Now, you will set up the action in Pabbly Connect to create a contact in ActiveCampaign. Select ActiveCampaign as your action application and choose ‘Create or Update Contact’ as the action event.

Next, you need to connect your ActiveCampaign account to Pabbly Connect. Click on ‘Connect’ and enter the API key and URL from your ActiveCampaign account. You can find these under the ‘Developer’ section in ActiveCampaign settings.

Map the data from the payment response to the contact fields in ActiveCampaign. This includes first name, last name, email, and phone number. Also, add a tag for identification, such as ‘CopeCart’. After completing the mapping, click on ‘Save and Send Test Request’ to ensure everything is working correctly.

5. Testing the Automation in Pabbly Connect

Once your setup is complete, it’s time to test the automation. Perform a test payment through CopeCart to see if Pabbly Connect captures the payment details correctly. After the payment, check your Pabbly Connect account to see if the response has been recorded.

Finally, log in to your ActiveCampaign account to verify that a new contact has been created with the details from the test payment. You should see the contact’s information, including the tag you specified during the mapping process. This confirms that the automation between CopeCart and ActiveCampaign via Pabbly Connect is functioning as intended.

By following these steps, you can ensure that every payment made through CopeCart automatically creates a new contact in ActiveCampaign, streamlining your customer management process.

Conclusion

In this tutorial, we demonstrated how to create an ActiveCampaign contact for CopeCart payments using Pabbly Connect. This automation allows you to efficiently manage customer contacts based on payment activity, enhancing your workflow and customer engagement.