How to Create Flowlu Contact on FlexiFunnels Purchase Using Pabbly Connect

Learn how to automate the creation of Flowlu contacts from FlexiFunnels purchases using Pabbly Connect. Step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

In this section, we will discuss how to access Pabbly Connect to facilitate the integration between FlexiFunnels and Flowlu. Start by typing the URL Pabbly.com/connect/INR in your browser. You will find options to sign in or sign up for free.

If you are an existing user, simply click on ‘Sign In’. New users should click on ‘Sign Up for Free’ to create a new account. Once signed up, you will receive 100 free tasks each month to explore the features of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow as ‘Create Flowlu Contact on FlexiFunnels Purchase’ and select the appropriate folder for organization.

• Click on ‘Create’ to proceed.
• You will see two main sections: Trigger and Action.
• Define your trigger as ‘New Purchase’ in FlexiFunnels.

Understanding these concepts is crucial as the trigger will initiate the process whenever a new purchase is made, and Pabbly Connect will handle the action of adding a contact in Flowlu.

3. Setting Up Trigger with FlexiFunnels

Now, let’s set up the trigger in Pabbly Connect. Select FlexiFunnels as your trigger application and choose the event ‘New Purchase’. This will ensure that every time a purchase is made, it will trigger the workflow.

Next, you will receive a Webhook URL which you need to copy. This URL will act as a bridge to transfer data from FlexiFunnels to Pabbly Connect. Head over to your FlexiFunnels account and navigate to the product settings where you want to capture the response.

• Select the product and click on ‘Set Rules’.
• Choose to run the rule when a purchase is made.
• Paste the Webhook URL and save the settings.

Once this setup is complete, every purchase made in FlexiFunnels will automatically send data to Pabbly Connect.

4. Setting Up Action to Create Contacts in Flowlu

After setting up the trigger, the next step is to configure the action. In Pabbly Connect, select Flowlu as your action application and choose the action event as ‘Create CRM Account Contact’. This will allow you to create a new contact in Flowlu whenever a purchase is made.

To establish this connection, you will need to log into your Flowlu account and provide the API key and account URL. Navigate to your Flowlu account settings to retrieve this information. Once you have gathered your credentials, enter them into Pabbly Connect.

Map the fields from the previous step to the corresponding fields in Flowlu. Ensure that all necessary details such as name, email, and phone number are correctly mapped. Click on ‘Save and Send Test Request’ to verify the setup.

Upon successful mapping, Pabbly Connect will create a contact in Flowlu with all the details from the purchase.

5. Testing the Integration

To ensure everything is functioning correctly, it’s important to test the integration. Go back to your FlexiFunnels account and simulate a purchase using dummy details. This will help to verify that the data flows correctly from FlexiFunnels to Pabbly Connect and then to Flowlu.

After completing the test purchase, return to Pabbly Connect to check if the response has been captured. You should see all the details of the transaction, confirming that your setup is successful.

Check your Flowlu account to see if the contact has been created. Verify that all the details match the information entered during the test purchase. If everything looks good, your integration is complete!

With this, you can automate the process of adding contacts to your CRM using Pabbly Connect every time a new purchase occurs in FlexiFunnels.

Conclusion

This tutorial demonstrated how to automate the creation of Flowlu contacts from FlexiFunnels purchases using Pabbly Connect. By following the steps outlined, you can streamline your CRM processes and enhance customer management effectively.