Are you still, adding Freshdesk contact manually for every new PayKickstart sale?
If yes then this blog can help you in automating this task. We’ll be using Pabbly Connect to automate the task as there is no direct integration possible for these two services.
Fundamentally, Pabbly Connect is an integration & automation tool that lets you share data from one application to another in real-time.
Most importantly, you don’t have to use any coding skills & even beginners can use it efficiently. Moreover, this will be just a one-time set-up and after that, the workflow will take care of the rest.
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
But, before starting the procedure first, let’s learn a little about the services. PayKickstart is a subscription billing service for various business types. Whereas, Freshdesk is an online cloud-based customer service software that provides helpdesk support.
Consequently, once you set-up this workflow all your contact get entered into your customer support software i.e, Freshdesk whenever there is a successful sale on PayKiskstart.
Additionally, we are enclosing a video for the same integration as well. Have a look at it –
Furthermore, we’ve attached the template for the same to help you get started immediately. You can click on the ‘Use Workflow’ button below to get started. Also, you can go to the App Directory & look for more integrations/apps.
So, buckle up as we’re going to discover how to automatically create Freshdesk contacts for PayKickstart sales through this integration.
Step 1: Sign up to Pabbly Connect
Begin the procedure of connecting PayKickstart with Freshdeskwith visiting the Pabbly Connect website. Then, hit the ‘Sign-Up Free‘ button available. Formerly, use your existing Gmail account or manually fill the registration form to signup.
Step 2: Access Pabbly Connect
After that, strike the ‘Access Now’ button of the software ‘Connect’ within the Pabbly applications.
Step 3: Workflow for PayKickstart with Freshdesk Integration
(a) Start with a New Workflow
Further, start with creating a workflow to add contacts on Freshdesk for every new PayKickstart sale & to do this push the ‘Create Workflow’ button first.
(b) Name the Workflow
Now, name the workflow as per the integration or use-case (for instance: PayKickstart to Freshdesk etc). Finally, click on the ‘Create’ button available.
Step 4: Setting Trigger for PayKickstart to Freshdesk Integration
To automatically add Freshdesk contact for every PayKickstart sale, you’ll need to set-up a trigger on PayKickstart sales and its respective action to add a contact on Freshdesk using Pabbly Connect.
(a) Select Application you want to integrate
When you click on the create, a page carrying the trigger window will open up.
Select the ‘PayKickstart’ app from the ‘Choose App’ field’s drop-down choices.
(b) Select Method & Connect with PayKickstart
Select the method in here to be ‘Sales’ & then copy the given webhook URL.
Step 5: Connecting PayKickstart to Pabbly Connect
To connect PayKickstart with Pabbly connect, you’ll need to sign-in your PayKickstart account & paste the copied webhook URL.
(a) Go to Your PayKickstart Settings
After successfully logging into your PayKickstart account, strike the ‘Campaign’ option available at the bottom of the left vertical menu.
(b) Edit Any Product
A page will open up carrying all the different products created on PayKickstart. Click on the pencil icon to edit a particular product.
(c) Click on Integrations
Scroll to the bottom of the page and click on ‘Integrations’.
Then, click on ‘Enable’ in the IPN URL section. After that click on the ‘Add’ button.
(d) Paste the Webhook URL
Paste the copied Pabbly Connect trigger URL in the ‘IPN URL’ field.
Then, select the ‘Transaction Sales’ event for the ‘SET EVENT’ field.
Finally, hit the ‘Save’ button available at the top right corner of the page.
Step 6: Test the Response in Pabbly Connect Dashboard
As we can see, we are done setting up the trigger for PayKickstart and Freshdesk integration. So, let’s test the trigger setup for a test order fulfillement on PayKickstart.
(a) Capture Webhook Response
To test the set trigger first, click on the ‘Capture Webhook Response’ button on your Pabbly Connect trigger window.
(b) Open Your PayKickstart Campaigns
Now, go back to your PayKickstart dashboard and click on ‘Campaigns’ from the left verticle menu.
(c) Open Any Product’s Checkout Page
Now, go back to your PayKickstart dashboard and open the checkout page of the product in which you set-up the trigger condition.
(d) Copy the Checkout Page URL
Copy the checkout page URL for the selected product.
(e) Make a Test Purchase
Fill in all the required purchase details to make a test subscription. First, it’ll ask for the contact information, second for the billing details and lastly to finalize the test purchase.
(f) Complete the Test Purchase
Complete the test purchase by following all the steps required to make a successful payment.
(g) Check & Save Trigger Response
Once you successfully complete the registration, the Pabbly Connect trigger response will start showing the data for the current sign-up. Also, remember to save the trigger response.
Step 7: Setting Action for PayKickstart to Freshdesk Integration
Now, as we have gathered all the necessary information to create contact on Freshdesk from the PayKickstart response. We can now proceed to feed this data to perform the action. After that, a new contact will be created automatically for every PayKickstart sale.
(a) Select Application you want to Integrate
Hit the plus button next to your PayKickstart trigger.
Select the app to integrate here as ‘Freshdesk’.
(b) Select Event & Connect with Freshdesk
Then, select the method as ‘Create Contact’.
Lastly, push the ‘Connect with Freshdesk’ button.
Then the system will ask you for an API key.
Step 8: Connecting Freshdesk to Pabbly Connect
Next, sign-in and go to your Freshdesk dashboard. Click on the profile icon and select the ‘Profile Settings’ option from the menu that opens.
(c) Copy the API Key
You’ll see an API key on the profile settings page, select and simply copy it.
(d) Paste the API Key, Password & Subdomain
Subsequently, paste the copied Freshdesk API key, password and subdomain (as directed in the help text) on Pabbly Connect and click on ‘Save’.
(d) Choose List & Map Fields
Now, map the full name and email fields.
To map a value, hit the menu button (three horizontal lines) next to that particular field.
After that, select the value that you want to map with that respective field.
Similarly, map all the other required fields also.
(e) Send Test Request
Further, click on the ‘Save & Send Test Request’ button to send a request for creating a contact on Freshdesk.
(f) Check & Save Response
Certainly, you can check the response of your API in the action window. And, if there is some error while sending the data then it will show you the error.
Finally, hit the ‘Save’ button to save the action API’s response.
Step 9: Check Response in Freshdesk Dashboard
Also, you can see the data on your connected Freshdesk account.
Conclusion –
To sum up, this was all about ‘How to create Freshdesk contact from new PayKickstart sale’. Consequently, after completing the step by step procedure, you will end up auto-creating Freshdesk contact for every new sale on PayKickstart.
However, you can also grab Pabbly Connect for FREE with all its premium features.
Also, do comment us your queries & suggestions in the section given below.
