Are you searching for a free and fastest way to create Agile CRM contact from new PayKickstart sale automatically? If yes, then we have an amazing tool suggestion for you i.e, Pabbly Connect.
Basically, Pabbly Connect is an integration and automation software that lets you migrate data from one app to another automatically in real-time.
Sometimes, we want the contacts to be added in Agile CRM automatically on new sale in PayKickstart. And to do so we have Pabbly Connect to connect both the application for transferring data automatically.
However, instead of jumping straight into the integration process, let’s discuss a little bit about both the services. So, PayKickstart is an online shopping cart and affiliate management platform with built-in conversion enhancing features. Whereas, Agile CRM is a complete sales and marketing software for small and growing businesses.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
After integrating these applications, you can easily create Agile CRM contact from new PayKickstart sale in real-time. You can also refer to the below video to easily understand the usage of Pabbly Connect.
However, there is no direct integration possible for these two services yet. Hence, we are going to use Pabbly Connect to make this integration possible.
With the help of this software, you can effortlessly share data within multiple premium services easily. Further, it won’t need any coding skills & even a newcomer can use it effectively. Besides, this would be just a one-time setup. Later on, the data will automatically be transferred in real-time.
Thus, let’s get started on how to connect PayKickstart and Agile CRM in real-time. Moreover, we’ve attached a template for this integration to help you get started more quickly. You can click on the image below to get started. Plus, you can go to the Marketplace & look for more apps/integrations.
Therefore, without taking any more of your time, let’s move according to plan & follow the step by step procedure to integrate PayKickstart and Agile CRM.
Step 1: Sign up to Pabbly Connect
Let’s start the process to create Agile CRM contact from new PayKickstart sale by clicking on the ‘Sign Up Free’ button on the Pabbly Connect dashboard. Subsequently, either fill-up all the details manually or sign up using Gmail credentials.
Try Pabbly Connect for FREE
Next, after logging into the account, click on the ‘Access Now’ button as shown in the above image. Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button. Now, you need to name the workflow just like in the above-shown image. I named the workflow ‘PayKickstart to Agile CRM’, you can obviously name the workflow as per your requirements. As soon as you are done with naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to connect unlimited premium apps, create your free account now. Now, you have to select the application that you want to integrate. In this case, we are choosing ‘PayKickstart’ for integration. In the method section, select ‘Transaction Sales’. The next step is to copy the webhook URL which is appearing on the dashboard just like in the above-shown image. To connect PayKickstart with Pabbly Connect, you have to paste the copied webhook URL in the software, for that, you need to log in to your PayKickstart account. To paste the URL, click on the ‘Campaigns’ option in your PayKickstart dashboard. After reaching the campaigns page, select any of your listed products then click the edit button. Scroll down and click on the ‘Integrations’. In IPN URL section, paste the copied webhook URL and in event section select ‘Transaction Sales’ option. After making all the changes hit the ‘Save’ button to save the changes. To check if the integration is capturing data or not, we will make a dummy purchase in PayKickstart. To make a purchase, again we will go to the ‘Campaigns’ section of your PayKickstart dashboard. Here, click on the ‘Funnel’ section of your product and click on the link button. Next, you need to simply copy the given funnel URL and open it in a new tab. In this step, add the required customer details like name and email and then hit the ‘Next Step’ button. Now you have to add the billing info like address and contact number and then click on the ‘Next Step’ button. After making all the required changes, hit the ‘Complete Purchase’ button. But before that, hit the ‘Capture Webhook Response’ in Pabbly Connect to capture the data. Once you click on the ‘Complete Purchase’ in PayKickstart and on the ‘Capture Webhook Response’ in Pabbly Connect, the subscriber info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ option. To make this PayKickstart-Agile CRM integration work, you have to choose an action for your trigger. Now in this step, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘Agile CRM’ to integrate and in the method section select ‘Create Contact’. After choosing the application click on the ‘Connect with Agile CRM’ button to move forward. To connect Agile CRM to Pabbly Connect, you have to paste the API token, account email, and domain from your Agile CRM account to Pabbly Connect. For this, you have to log in to your Agile CRM account. To get the API token, click on the ‘Profile’ icon in your Agile CRM dashboard. Next, a box will appear with certain options in it. Click on the ‘Admin Settings’ option to move forward. Here, scroll down and click on the ‘Developers & API’ option and then copy the API Key. Paste the copied API key in Pabbly Connect. You can find your domain from your Agile CRM account’s URL and in the email section, you have to enter the email address through which your Agile CRM account was created. After making all the changes, click on the ‘Save’ button. After connecting with your Agile CRM account, map all the fields quickly like the name, email, etc. Once you are done adding up all field data click on the ‘Save & Send Test Request’ button. In the end, when you check your Agile CRM dashboard, the contact has been added on the new sale in PayKickstart. Finally, this was all about ‘How to Create Agile CRM Contact from New PayKickstart Sale’. Just follow the above-mentioned step by step procedure, and your automation is set in no time. So, what are you waiting for? Go grab, Pabbly Connect for FREE with all its premium features. Furthermore, don’t forget to comment below for your queries & suggestions.Step 2: Access Pabbly Connect
Step 3: Workflow for PayKickstart to Agile CRM Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for PayKickstart to Agile CRM Integration
(a) Select Application you Want to Integrate
(b) Copy the Webhook URL
Step 5: Connecting PayKickstart to Pabbly Connect
(a) Go to PayKickstart Campaigns
(b) Select Product
(c) Paste the Webhook URL
(d) Save Changes
Step 6: Make a Test Purchase
(a) Click on Campaigns
(b) Select Product
(c) Copy Funnel URL
(d) Add Customer Details
(e) Add Billing Information
(f) Complete Purchase
Step 7: Test the Response in Pabbly Connect Dashboard
Step 8: Setting Action for PayKickstart to Agile CRM Integration
(a) Select Application you Want to Integrate
(b) Click the Connect Button
Step 9: Connecting Agile CRM to Pabbly Connect
(a) Click on Profile Option
(b) Click on the Admin Settings
(c) Copy the API Token
(d) Paste the API Token
(e) Map the Fields
(f) Save and Send Test Request
Step 10: Check Response in Agile CRM Dashboard
Conclusion –
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