Learn how to automate the creation of Kommo contacts from WooCommerce orders using Pabbly Connect. Step-by-step guide with detailed instructions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for WooCommerce and Kommo Integration
The first step in automating the creation of Kommo contacts from WooCommerce orders is to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing into your account. If you are new, you can sign up for free and receive 100 tasks each month.
After logging in, you will see the dashboard. From here, select Pabbly Connect by clicking on the ‘Access Now’ button. This will direct you to the Pabbly Connect dashboard where you can create workflows to automate tasks.
2. Creating a Workflow in Pabbly Connect
Now that you are in Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow; enter a name like ‘Create Kommo Contact from WooCommerce Order’. using Pabbly Connect
- Select a folder where you want to save this workflow.
- Click on the dropdown arrow to choose a folder, such as ‘Comm Automations’.
- After naming your workflow and selecting the folder, click on ‘Create’.
This will create a new workflow in Pabbly Connect. You will notice two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result.
3. Setting Up the Trigger for WooCommerce Orders
To set up the trigger, click on the arrow under the Trigger section and select WooCommerce. Here, your objective is to capture new orders placed by customers. Choose the trigger event as ‘New Order Created’ to capture this event. using Pabbly Connect
Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need to connect it with your WooCommerce account. Open your WooCommerce account and navigate to Settings, then click on Advanced and select Webhooks.
4. Connecting WooCommerce to Pabbly Connect
In the Webhooks section of WooCommerce, click on ‘Add Webhook’. Here, you will need to enter the details for your new webhook. For the name, enter ‘Comm Contact’. Set the status to Active and select ‘Order Created’ for the topic. using Pabbly Connect
- Paste the Pabbly Connect webhook URL in the Delivery URL field.
- Enter a secret key if required, then click on ‘Save Webhook’.
After saving, you should see a confirmation message indicating that the webhook was updated successfully. Now, return to Pabbly Connect to check if the response from WooCommerce has been captured.
5. Setting Up the Action to Create a Kommo Contact
With the WooCommerce trigger set up, the next step is to configure the action. Click on the action section and select Kommo as the application. For the action event, choose ‘Create Contact’ to create a new contact each time an order is placed. using Pabbly Connect
Next, you will need to connect your Kommo account with Pabbly Connect. Click on ‘Connect’, and a new window will appear. Here, you will need to enter your Kommo subdomain. Once entered, click on ‘Save’. Allow permissions when prompted to authorize the connection.
Map the data from the WooCommerce order to the corresponding fields in Kommo. Ensure to include first name, last name, email, and phone number. After mapping the data, click on ‘Save and Send Test Request’.
Upon successful mapping and saving, a new contact will be created in your Kommo account based on the WooCommerce order details.
Conclusion
This tutorial demonstrated how to create Kommo contacts from WooCommerce orders using Pabbly Connect. By following these steps, you can automate the process of capturing customer information seamlessly. This integration enhances efficiency and ensures that every new order results in a corresponding contact in Kommo, streamlining your workflow.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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