How to Create FluentCRM Contact from Moxie Client Using Pabbly Connect

Learn how to create FluentCRM contacts from Moxie Client using Pabbly Connect. Follow this detailed tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create FluentCRM contacts from Moxie Client, you first need to access Pabbly Connect. This platform is essential for automating workflows between applications. Start by visiting the Pabbly website and signing in or signing up for a free account if you don’t have one.

Once you log in, navigate to the dashboard where you can see various applications supported by Pabbly Connect. Click on the ‘Access Now’ button under Pabbly Connect to enter the workflow section, where you will create your integration.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button, and a window will pop up prompting you to name your workflow. For this integration, name it ‘Create FluentCRM Contact from Moxie Client’ and select a folder to save it.

Once the workflow is created, you will see two main sections: Trigger and Action. The Trigger is set to Moxie, and the Action is set to FluentCRM. This setup allows you to define when a new client in Moxie triggers the creation of a contact in FluentCRM.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select the desired folder for saving your workflow.

With your workflow set up, you can now proceed to define the Trigger event.

3. Setting Up the Trigger Event in Pabbly Connect

The next step involves setting up the Trigger event in Pabbly Connect. Search for the Moxie application and select it as your Trigger. You will then be prompted to choose a Trigger event; select ‘Client Created’ from the options.

To connect Moxie to Pabbly Connect, you will need to use a webhook URL provided by Pabbly. Copy this URL and navigate to the Moxie workspace settings, where you will set up the integration by pasting the URL into the appropriate field.

• Select ‘Client Created’ as your Trigger event.
• Copy the webhook URL from Pabbly Connect.
• Paste the URL in Moxie’s integration settings.

After saving the webhook in Moxie, return to Pabbly Connect, where it will indicate that it is waiting for a response from Moxie. To test this, create a new client in Moxie.

4. Creating a New Client in Moxie

To trigger the integration, you need to create a new client in Moxie. Navigate to the clients section and click on the plus button to add a new client. Fill in the required details such as first name, last name, email, phone number, and address.

Once you save the new client, Pabbly Connect will receive the client details. This data will be utilized in the next step to create a new contact in FluentCRM automatically. Ensure that all the information is accurate for a successful integration.

Click on the plus button to add a new client. Fill out the client details accurately. Save the client to trigger the integration.

With the client created, return to Pabbly Connect to see the response containing the client information.

5. Setting Up the Action Event in Pabbly Connect

Now that you have the client information in Pabbly Connect, it’s time to set up the Action event. Search for FluentCRM in the Action application section and select it. Choose the action event ‘Create Contact’ to proceed.

Next, you will need to connect FluentCRM to Pabbly Connect. Provide the necessary credentials, including your username, password, and site URL. This connection is crucial for ensuring that the contact is created based on the information received from Moxie.

Select ‘Create Contact’ as your action event. Enter your FluentCRM credentials accurately. Save the connection to proceed with mapping the client details.

After the connection is established, map the client details from the Moxie response to the FluentCRM fields. This step ensures that the correct information is transferred and stored in FluentCRM.

Conclusion

In this tutorial, we explored how to create a FluentCRM contact from Moxie Client using Pabbly Connect. By following the steps outlined, you can automate the integration between Moxie and FluentCRM efficiently. This process not only saves time but also ensures that client data is accurately captured and managed.