How to Create Contact in ActiveCampaign for New Affiliate Request in Pabbly Subscription Billing

Learn how to automate affiliate requests from Pabbly Subscription Billing to ActiveCampaign using Pabbly Subscription Billing in this detailed tutorial. Discover how to streamline your subscription management while maintaining complete flexibility over billing cycles, trial periods, and payment processing.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Subscription Billing for Affiliate Requests

To create a contact in ActiveCampaign for new affiliate requests, you first need to access your Pabbly Subscription Billing account. This platform allows you to manage your affiliate program effectively. Once logged in, navigate to your affiliate portal to set up the necessary integrations.

Copy the affiliate portal sign-up link from your Pabbly Subscription Billing dashboard. This link will be used by potential affiliates to submit their requests. Ensure that your affiliate program is properly configured within Pabbly Subscription Billing to receive these requests efficiently.

2. Connecting to Pabbly Connect for Automation

Next, you will connect your Pabbly Subscription Billing account to Pabbly Connect for automation. Go to your browser and search for Pabbly Connect. Here, you can either sign in or create a free account if you are new to Pabbly.

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Pabbly Subscription Billing to ActiveCampaign’. Select the appropriate folder for your Pabbly Connect account and click on ‘Create’. This will establish the framework for your automation.

3. Triggering New Affiliate Requests from Pabbly Subscription Billing

In the workflow you just created, start by setting up the trigger for new affiliate requests. Choose Pabbly Subscription Billing as the app and select ‘New Affiliate Request’ as the trigger event. This ensures that whenever a new request is made, it will activate the automation.

Pabbly Connect will provide a webhook URL. Copy this URL and navigate back to your Pabbly Subscription Billing account. Go to ‘Settings’ and then select ‘Webhooks’. Here, click on ‘Add Webhook’ and enter the webhook URL you just copied. Name the webhook and select the appropriate options for your affiliate requests.

• Enter a name for the webhook, such as ‘Affiliate Request’.
• Select all products and plans for the webhook.
• Choose the ‘Affiliate Request’ event to trigger notifications.

After saving the webhook, you can test the integration by submitting a new affiliate request through your portal. This will allow Pabbly Connect to capture the request details for the next steps.

4. Adding the Contact to ActiveCampaign

Once you have set up the trigger, the next step is to add the new affiliate as a contact in ActiveCampaign. In your Pabbly Connect workflow, add an action step and select ActiveCampaign as the app. Choose the action event ‘Create or Update Contact’.

Connect your ActiveCampaign account by entering the API key and URL, which can be found in the settings of your ActiveCampaign account. Make sure to follow the instructions for entering the URL correctly by removing the ‘https://’ part.

• Map the email address from the Pabbly Subscription Billing trigger response.
• Also map the first name, last name, and phone number from the affiliate request.
• Select the appropriate tag and list for the new contact.

After mapping all required fields, save the action and send a test request to ensure everything is working correctly. This will add the new affiliate as a contact in ActiveCampaign.

5. Testing the Entire Automation Workflow

To ensure that your automation is functioning correctly, test the workflow by submitting another affiliate request through your Pabbly Subscription Billing portal. This will trigger the automation you set up with Pabbly Connect.

Once you submit the request, check your ActiveCampaign account to verify that the new contact has been added successfully. You should see the new affiliate’s details, including their name, email, and phone number, along with the assigned tag and list.

This confirms that the integration between Pabbly Subscription Billing and ActiveCampaign via Pabbly Connect is working flawlessly. You can now automate the process of managing affiliate requests and sending communications to your new affiliates.

Conclusion

This tutorial demonstrated how to create a contact in ActiveCampaign for new affiliate requests using Pabbly Subscription Billing and Pabbly Connect. By following these steps, you can automate your affiliate management process efficiently.