Integrating SamCart and Flowdesk Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate SamCart and Flowdesk using Pabbly Connect for seamless automation of customer subscriptions. Follow our detailed tutorial for step-by-step instructions. 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 begin the integration process, you need to access Pabbly Connect. This platform allows seamless automation between applications like SamCart and Flowdesk. If you don’t have an account, sign up for free on the Pabbly Connect dashboard.

Once logged in, you can create a workflow by clicking on the ‘Create Workflow’ button. You will be prompted to name your workflow, for example, ‘Add SamCart Customers to Flowdesk as Subscribers’. This name helps you identify what the workflow does.

2. Setting Up SamCart as the Trigger in Pabbly Connect

After naming your workflow, the next step is to set up SamCart as the trigger application. In Pabbly Connect, select SamCart and the trigger event as ‘New Order’. This means that whenever a new order is placed in SamCart, it will trigger an action in Flowdesk.

To connect SamCart with Pabbly Connect, you need to copy the webhook URL provided. Then, go to your SamCart dashboard, navigate to ‘Settings’, and select ‘Integrations’. Click on ‘New Integration’ and paste the copied webhook URL in the ‘Notify URL’ field. Follow these steps to ensure a successful connection:

• Go to ‘Settings’ in SamCart.
• Select ‘Integrations’ and click on ‘New Integration’.
• Paste the webhook URL and save the integration.

Once this is done, your SamCart is successfully connected to Pabbly Connect, and you can proceed to test the connection by placing a dummy order.

3. Testing the SamCart Integration with Pabbly Connect

Now that SamCart is set up as a trigger, it’s time to test the integration. Place a dummy order in SamCart to see if the details are captured in Pabbly Connect. Fill in the order form with dummy details such as first name, last name, and email address.

Upon placing the order, Pabbly Connect will receive the order details instantly. You should see a response in the dashboard showing the order type, product details, and customer information. This confirms that the integration is working properly.

Here’s what you need to verify in the response:

• Order type: Should display ‘Order’.
• Product details: Ensure the product name and price are correct.
• Customer information: Verify first name, last name, and email.

Once you confirm these details, you can move on to set up the action in Flowdesk.

4. Adding Flowdesk as the Action in Pabbly Connect

With the SamCart trigger successfully tested, the next step is to add Flowdesk as the action application in your Pabbly Connect workflow. Select Flowdesk and choose the action event ‘Create or Update Subscriber’. This action will add the customer as a subscriber in Flowdesk automatically.

To connect Flowdesk with Pabbly Connect, click on ‘Add New Connection’ and authorize your Flowdesk account. Once connected, you will need to map the fields from the order details to the subscriber fields in Flowdesk. This includes mapping the email, first name, and last name.

Ensure that you also set the option for sending an opt-in confirmation email to the subscriber. This will help verify their email address. After mapping all necessary fields, save the action and test it to ensure everything works as expected.

5. Conclusion: Automating Customer Subscription with Pabbly Connect

In this tutorial, we walked through the steps to integrate SamCart and Flowdesk using Pabbly Connect. By following these steps, you can automate the process of adding customers as subscribers whenever they place an order, enhancing your email marketing strategy.

Utilizing Pabbly Connect not only simplifies this process but also allows you to connect multiple applications seamlessly. This integration ensures that your customer data is synchronized in real-time, making your marketing efforts more efficient and effective.

For further automation needs, explore more features of Pabbly Connect and other integrations to streamline your business operations.