Automate License Key Delivery from Google Sheets to WooCommerce Using Pabbly Connect

Learn how to automate the delivery of license keys from Google Sheets to WooCommerce using Pabbly Connect. This detailed tutorial covers every step. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate the license key delivery process, we first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in or creating a new account. Once logged in, navigate to the dashboard where you can start creating your automation workflow.

Click on the ‘Create Workflow’ button and name your workflow something relevant, like ‘WooCommerce to Google Sheets to Gmail’. This will help you identify the automation later. Select the folder in which you want to create this workflow, then click on ‘Create’. This sets the stage for integrating WooCommerce and Google Sheets through Pabbly Connect.

2. Connecting WooCommerce to Pabbly Connect

In this step, we will connect WooCommerce to Pabbly Connect to trigger the automation whenever a new order is placed. In the trigger window, search for WooCommerce and select it. Set the trigger event to ‘New Order Created’. This allows Pabbly Connect to capture the order details whenever a customer makes a purchase.

• Select WooCommerce as the app.
• Choose ‘New Order Created’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Now, you need to integrate this webhook URL into your WooCommerce settings. Go to your WordPress dashboard, navigate to WooCommerce settings, and then to the Advanced tab. Click on Webhooks and add a new webhook. Name it appropriately, set the status to active, and select ‘Order Created’ as the topic. Paste the webhook URL in the delivery URL field and save your changes. This step ensures that every new order triggers the automation in Pabbly Connect.

3. Filtering Orders for License Key Delivery

After successfully connecting WooCommerce, the next step is to filter orders in Pabbly Connect. This is crucial to ensure that only specific product orders trigger the sending of license keys. Click on the action step and select ‘Filter’ as the app. Set the filter condition to check if the line item name matches your specific software product.

• Select ‘Filter’ from the action step options.
• Choose the line item name as the filter label.
• Set the condition to ‘Equals’ and specify your product name.

Once the filter is set, Pabbly Connect will only proceed with the automation if the order corresponds to the specified product. This ensures that license keys are sent only to customers who have purchased the correct software, maintaining organized and efficient management of your license keys.

4. Sending License Keys via Gmail

Now that we have filtered the orders, the next step is to send the license key via Gmail. Add another action step in Pabbly Connect and select Gmail as the app. Choose ‘Send Email’ as the action event. Connect your Gmail account by clicking on the ‘Connect’ button and authorizing the necessary permissions.

Select Gmail as the app for sending emails. Choose ‘Send Email’ as the action event. Map the recipient email from the WooCommerce order details.

In the email setup, customize the subject and body to include the license key and order details. Utilize the mapping feature to insert the customer’s name and email dynamically. Once everything is configured, click on ‘Save and Send Test Request’ to ensure that the email is sent correctly. This step automates the communication process, enhancing customer experience by providing immediate access to their purchased software.

5. Updating Google Sheets with License Key Status

The final step in this automation is to update the status of the license key in Google Sheets after it has been sent. Add another action step in Pabbly Connect and select Google Sheets as the app. Choose ‘Update Row’ as the action event. Connect to your Google Sheets account if you haven’t done so already.

In this step, you will need to specify which spreadsheet and sheet to update. Map the row index of the license key that was sent, and update the status to ‘Sent’. Also, ensure to map the customer’s email address to keep track of which key was sent to which customer. Once you click on ‘Save and Send Test Request’, Pabbly Connect will update your Google Sheets accordingly, ensuring that your license key management is efficient and organized.

Conclusion

In this tutorial, we demonstrated how to automate the delivery of license keys from Google Sheets to WooCommerce using Pabbly Connect. This process not only streamlines your order management but also enhances customer satisfaction by providing immediate access to purchased products. By following these steps, you can set up a reliable automation that saves time and reduces manual effort.