How to Create HubSpot Contact on FlexiFunnels Purchase Using Pabbly Connect

Learn how to automate the creation of HubSpot contacts from FlexiFunnels purchases using Pabbly Connect in this detailed tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To create HubSpot contacts from FlexiFunnels purchases, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by typing the URL Pabbly.com/connect/inr in your browser.

Once there, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. After signing up, you will receive 100 free tasks every month to explore the platform. As an existing user, simply click on ‘Sign In’ to log into your account.

Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the dashboard of Pabbly Connect. Here, you can see all your created workflows. To start a new workflow, click on the ‘Create Workflow’ option. A dialog box will appear asking for a name for your workflow.

For this integration, name your workflow ‘Create HubSpot Contact on FlexiFunnels Purchase’. Select the appropriate folder for your workflow, such as ‘Learning Management’, and click on ‘Create’. This sets up the framework for your automation.

Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, the automation consists of a trigger and an action. The trigger will be set to FlexiFunnels, and the action will be set to HubSpot CRM. Click on the trigger application and select FlexiFunnels as the application to start your workflow.

Next, choose the trigger event as ‘New Purchase’. This means every time a new purchase is made in FlexiFunnels, it will initiate the automation. After selecting the trigger, you will need to set up the connection by copying the webhook URL provided by Pabbly Connect.

• Select FlexiFunnels as the trigger application.
• Choose ‘New Purchase’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your FlexiFunnels account and navigate to the specific product you want to connect. Set the webhook URL in the product settings to ensure that every purchase triggers the automation.

Testing the Connection in Pabbly Connect

To confirm that the integration is working, you need to perform a test purchase. Go back to the sales page of your selected product in FlexiFunnels and complete a purchase using dummy details. Once the purchase is successful, return to Pabbly Connect to check if the response has been captured.

If the response is captured, it will show all relevant details, such as the customer’s name, email, phone number, and the product purchased. This confirms that the connection between FlexiFunnels and Pabbly Connect is successful and ready for the next step.

• Complete a test purchase in FlexiFunnels.
• Return to Pabbly Connect to verify the response details.
• Ensure all customer details are captured correctly.

Now that we have confirmed the trigger works, we can proceed to set HubSpot as the action application to create a new contact.

Creating a Contact in HubSpot Using Pabbly Connect

In this final step, you will set HubSpot CRM as the action application in Pabbly Connect. Select ‘Create Contact’ as the action event. Ensure that you are logged into your HubSpot account for a seamless connection. Click on ‘Connect’ and select ‘Add New Connection’ to establish the link between Pabbly Connect and HubSpot.

Once connected, you will need to map the fields from the response captured earlier. This includes mapping the customer’s email, name, and other relevant details to the corresponding fields in HubSpot. After mapping, click on ‘Save and Send Test Request’ to verify if the contact is created successfully in HubSpot.

Select HubSpot as the action application. Choose ‘Create Contact’ as the action event. Map the customer details from the previous step.

After the test request, check your HubSpot account to see if the new contact has been created successfully. This confirms that the integration is complete, and every time a purchase is made in FlexiFunnels, a new contact will be automatically added to HubSpot CRM through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate the process of creating HubSpot contacts from FlexiFunnels purchases using Pabbly Connect. This integration streamlines customer management and enhances your sales efficiency.