Learn how to automate the creation of Zoho Marketing subscribers from WooCommerce orders using Pabbly Connect in this step-by-step tutorial. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Automation

To start automating the creation of Zoho Marketing subscribers, you need to set up Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for a free account, which provides 100 tasks monthly.

After signing in, you will land on the dashboard. Here, click on the Pabbly Connect option to access the workflows. You can create a new folder for better organization of your automation tasks.

Creating a New Workflow in Pabbly Connect

Once you’re in the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will need to enter a name for your workflow. For this tutorial, let’s name it ‘Create Zoho Marketing Subscribers from WooCommerce Orders’. Select the folder where you want to save this workflow.

After creating the workflow, you will see two boxes appear: one for the trigger and one for the action. The trigger will be set to WooCommerce, and the action will be set to Zoho Marketing. This means that whenever a new order is placed in WooCommerce, it will trigger the action to create a subscriber in Zoho Marketing.

  • Click on the trigger box and select WooCommerce.
  • Choose the event as ‘New Order’.
  • Connect your WooCommerce account by providing the necessary credentials.

Once the trigger is set up, you can proceed to configure the action step to create a subscriber in Zoho Marketing. This integration will ensure that every time an order is placed, a new subscriber is automatically created.

Configuring WooCommerce for Integration

To connect WooCommerce with Pabbly Connect, you will need to access your WooCommerce settings. Navigate to your WordPress dashboard, find the WooCommerce plugin, and click on the settings option. Under the settings, look for the advanced tab and then click on Webhooks.

Create a new webhook and set the delivery URL provided by Pabbly Connect. Make sure to select the event as ‘Order Created’ to ensure that the webhook triggers when a new order is placed. After saving the webhook, you can test it to confirm the connection is successful.

Mapping Data to Zoho Marketing

Now that you have your WooCommerce and Pabbly Connect set up, it’s time to map the data to Zoho Marketing. In the action step, select Zoho Marketing as your action application. Choose the event for creating a new subscriber.

Next, you will be required to map the fields from WooCommerce to Zoho Marketing. Ensure that the email address, first name, last name, and any other relevant fields are correctly mapped. This mapping is crucial as it determines how the data will be transferred between the applications.

  • Map the email field from WooCommerce to Zoho Marketing.
  • Map the first name and last name fields accordingly.
  • Leave any non-required fields blank.

After mapping all necessary fields, you can save the workflow and test it to ensure that everything is functioning as expected.

Testing the Integration

With everything set up, it’s important to test the integration between WooCommerce and Pabbly Connect. Place a test order in your WooCommerce store to check if a new subscriber is created in Zoho Marketing. Monitor the Pabbly Connect dashboard to see if the trigger activates and the action is executed correctly.

If the test is successful, you will receive a confirmation that a new subscriber has been created in Zoho Marketing. You can check your Zoho Marketing account to confirm that the subscriber appears in your list. This ensures that your automation is working flawlessly.

Conclusion

In this tutorial, we learned how to automate the creation of Zoho Marketing subscribers from WooCommerce orders using Pabbly Connect. This integration streamlines the process, ensuring new customers are automatically added to your marketing lists, enhancing your outreach efforts.

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