How to Automate Sending Zoho Mail on FlexiFunnels Purchase Using Pabbly Connect

Learn how to automate sending Zoho Mail for FlexiFunnels purchases using Pabbly Connect. Follow this detailed tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for FlexiFunnels and Zoho Mail Integration

To automate sending Zoho Mail upon a FlexiFunnels purchase, first access Pabbly Connect. Create a free account using the link provided in the description. This step is crucial as Pabbly Connect will enable the integration between your FlexiFunnels account and Zoho Mail.

After signing up, navigate to your dashboard and click on the ‘Create Workflow’ button. Name your workflow, for instance, ‘FlexiFunnels to Zoho Mail’, and select the appropriate folder in your Pabbly Connect account. Click on ‘Create’ to open the workflow interface.

2. Configuring the Trigger in Pabbly Connect

The next step is to set up the trigger for the automation in Pabbly Connect. In the trigger window, search for ‘FlexiFunnels’ and select it. Choose the trigger event as ‘New Purchase’ from the dropdown menu. This setup ensures that every time a purchase occurs, Pabbly Connect captures the details.

• Select ‘FlexiFunnels’ as the app.
• Choose the trigger event ‘New Purchase’.
• Copy the generated webhook URL.

After copying the webhook URL, go to your FlexiFunnels account and navigate to the product section. Edit the product for which you want to set up this automation. Under the ‘Set Rules’ option, select ‘Webhooks’ and paste the webhook URL. Save the changes to complete the trigger setup.

3. Testing the Trigger with a Dummy Purchase

With the trigger configured, it’s time to test the integration. Make a dummy purchase on your FlexiFunnels sales page. Enter customer details such as name, email, and payment information. This action will trigger Pabbly Connect to capture the purchase data.

Upon completing the order, return to Pabbly Connect. You should see the captured response with all relevant purchase details, including customer name, email, and product information. This confirms that the trigger is working correctly.

4. Setting Up the Action to Send Email via Zoho Mail

Now, it’s time to configure the action step in Pabbly Connect to send an email through Zoho Mail. In the action window, search for ‘Zoho Mail’ and select it. Choose the action event as ‘Send Email’ and click on connect to establish the link between Pabbly Connect and your Zoho Mail account.

• Select ‘Zoho Mail’ as the app.
• Choose the action event ‘Send Email’.
• Connect your Zoho Mail account by entering the domain.

Once connected, map the customer email from the trigger response to the ‘To’ field in the Zoho Mail action. Customize the email subject and body as required. Use HTML formatting for the email body to enhance its appearance. After completing the setup, click on ‘Save and Send Test Request’ to verify if the email is sent successfully.

5. Verifying Email Delivery from Zoho Mail

After sending the test email, check your Zoho Mail account to confirm receipt. Navigate to the ‘Sent’ section to see if the email was successfully sent to the customer’s email address. This step is crucial to ensure that Pabbly Connect has executed the entire workflow correctly.

If the email appears in the sent folder, you have successfully set up the automation between FlexiFunnels and Zoho Mail using Pabbly Connect. This integration will now automatically send confirmation emails to customers upon purchase, enhancing your customer communication.

Conclusion

In this tutorial, we explored how to automate sending Zoho Mail on FlexiFunnels purchases using Pabbly Connect. By following these steps, you can ensure seamless communication with your customers after their purchases, enhancing their experience.