How to Create Help Scout Customer for ThriveCart Purchase Using Pabbly Connect

Learn how to integrate Help Scout with ThriveCart using Pabbly Connect to automate customer creation. Follow this step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Help Scout customer for each ThriveCart purchase, you need to access Pabbly Connect. Start by signing up or logging into your Pabbly Connect account. It takes less than two minutes to set up your account, and you will receive 100 free tasks to test the automation.

Once you are on the Pabbly Connect dashboard, locate the ‘Create Workflow’ tab on the right side. Click on it, and a dialog box will appear prompting you to name your workflow. You can name it something like ‘Create Help Scout Customer for ThriveCart Purchase’ and then click on the ‘Create’ button to proceed.

2. Setting Up Trigger Event in Pabbly Connect

The next step involves setting up the trigger event in Pabbly Connect. Your trigger application will be ThriveCart, and the trigger event will be ‘Product Purchase.’ This means that every time a product is purchased on ThriveCart, it will trigger the workflow.

• Select ThriveCart as your trigger application.
• Choose ‘Product Purchase’ as the trigger event.
• Click on the ‘Connect’ button to link your ThriveCart account.

After clicking connect, you will need to add a new connection by providing an API token from your ThriveCart account. Log in to ThriveCart, navigate to the API settings, create a new API key, and copy it back to Pabbly Connect to establish the connection.

3. Testing ThriveCart Connection in Pabbly Connect

With your connection established, it’s time to test the ThriveCart integration in Pabbly Connect. You will input the product name and status from your ThriveCart account. For example, select the product named ‘Advanced PHP Codes’ and ensure it is set to test mode.

Click on ‘Save and Send Test Request’ to initiate a test. This action will wait for a response from ThriveCart to confirm that the integration is working correctly. To do this, you need to make a test purchase using the checkout URL provided.

• Enter customer details like name, email, and phone number.
• Complete the order using test card details.
• Return to Pabbly Connect to check if the response was received.

Once the response is captured, you will see the customer details from ThriveCart, confirming that the integration is functioning as expected.

4. Creating Customer in Help Scout via Pabbly Connect

Now that you have successfully tested the ThriveCart connection, the next step is to create a customer in Help Scout using Pabbly Connect. Select Help Scout as your action application and choose the action event ‘Create Customer.’ This will allow you to create a new customer entry based on the ThriveCart purchase.

Click on ‘Connect’ and authorize Pabbly Connect to access your Help Scout account. Once connected, you will need to map the customer information received from ThriveCart to the respective fields in Help Scout.

Map first name, last name, and email address from ThriveCart response. Fill in the organization location, job title, and other relevant details. Click on ‘Save and Send Test Request’ to create the customer in Help Scout.

After saving, check your Help Scout account to confirm that the customer has been added successfully. This means that your setup is complete and functioning correctly.

5. Final Testing and Confirmation of Integration

To ensure everything is working correctly, perform a final test by making another purchase through ThriveCart. Use different customer details to see if they are successfully added to Help Scout via Pabbly Connect. This step is crucial to confirm that the entire integration process is seamless.

After completing the purchase, return to Help Scout to verify that the new customer appears in the customer list. If they do, your integration is a complete success. This automation will now allow you to manage customer support more efficiently as new customers are automatically added.

In summary, you have successfully integrated ThriveCart with Help Scout using Pabbly Connect. This process involved setting up triggers, testing connections, and creating customer entries automatically. If you have any questions or need further assistance, feel free to reach out for support.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of Help Scout customers upon ThriveCart purchases. This integration enhances customer support efficiency and streamlines the process for businesses.