How to Create Systeme.io Contact from WooCommerce Order Using Pabbly Connect

Learn how to automate the creation of Systeme.io contacts from WooCommerce orders using Pabbly Connect in this detailed step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To create a Systeme.io contact from a WooCommerce order, you first need to access Pabbly Connect. This integration platform allows you to automate workflows without coding skills. Start by visiting the Pabbly Connect homepage, where you can either sign in as an existing user or sign up for a free account.

Once logged in, you will find the dashboard displaying all your workflows. Click on the Pabbly Connect option to begin setting up your automation. This process is straightforward and user-friendly, guiding you through each step of integrating WooCommerce with Systeme.io.

Creating the Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Systeme.io Contact from WooCommerce Order.’ After naming it, select the appropriate folder to organize your workflows.

In this step, you will define the trigger and action for your workflow. For this integration, select WooCommerce as the trigger application and the event as ‘New Order Created.’ This means that every time a new order is placed in WooCommerce, it will trigger the workflow to create a contact in Systeme.io.

• Select WooCommerce as the trigger application.
• Choose ‘New Order Created’ as the trigger event.
• Proceed to set up the webhook URL provided by Pabbly Connect.

After setting up the trigger, you will need to copy the webhook URL provided by Pabbly Connect to connect WooCommerce with the platform. This URL will act as a bridge to facilitate the automation process.

Configuring WooCommerce Webhook Settings

To configure the WooCommerce webhook, navigate to your WordPress dashboard and find the WooCommerce settings. Under the ‘Advanced’ tab, select the ‘Webhooks’ option to add a new webhook. Click on the ‘Add Webhook’ button to create a new entry.

In the webhook settings, provide a name (e.g., ‘Systeme.io Contact Creation’), change the status from disabled to active, and select the topic as ‘Order Created.’ Finally, paste the webhook URL you copied from Pabbly Connect into the delivery URL field and click on ‘Save Webhook’ to complete the configuration.

• Name your webhook appropriately.
• Set the status to active.
• Select ‘Order Created’ as the topic.

Once the webhook is saved, you can return to Pabbly Connect and test the connection by placing a new order in WooCommerce. This step will help verify if the webhook is functioning correctly and capturing the order details.

Testing the WooCommerce Order to Capture Data

After configuring the webhook, it’s time to test the integration. Place a new order in your WooCommerce store. For this example, fill in the customer details with dummy information and complete the checkout process. Once the order is placed, return to Pabbly Connect to check if the order data has been captured successfully.

In Pabbly Connect, you will see a notification indicating that a new response has been received. This response includes all relevant customer details, such as name, email address, and shipping information. This data will be used to create the contact in Systeme.io.

Place a new order in WooCommerce to capture data. Verify that the response is received in Pabbly Connect. Ensure all customer details are correctly captured.

Once you confirm that the data is correctly captured, proceed to the next step to create a contact in Systeme.io using the information received from the WooCommerce order.

Creating a Contact in Systeme.io Using Pabbly Connect

The final step is to create a contact in Systeme.io from the captured WooCommerce order data. In Pabbly Connect, select Systeme.io as your action application and choose the action event as ‘Create Contact.’ This action will add the customer as a new contact in your Systeme.io account.

To connect Systeme.io with Pabbly Connect, you will need to provide an API key from your Systeme.io account. Navigate to your Systeme.io profile settings to generate a new API key, then paste it into the connection settings in Pabbly Connect. Once connected, you can map the customer details from the WooCommerce order to the contact fields in Systeme.io.

Select ‘Create Contact’ as the action event. Input the API key from Systeme.io. Map the customer details to the appropriate fields.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to verify that the contact is created successfully in Systeme.io. If successful, you will see a confirmation message along with the contact ID, indicating that the integration is working perfectly.

Conclusion

In this tutorial, we have successfully integrated WooCommerce with Systeme.io using Pabbly Connect. This automation allows you to create contacts automatically whenever a new order is placed in WooCommerce. By following these detailed steps, you can streamline your workflow and enhance your customer management process.

Using Pabbly Connect simplifies the integration process, making it accessible even for users without technical skills. Now, you can efficiently manage your customer contacts with ease.