How to Create WooCommerce Customer on Cognito Forms Submission Using Pabbly Connect

Learn how to integrate Cognito Forms with WooCommerce to create customers automatically using Pabbly Connect. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Integration

Pabbly Connect is the central platform that allows you to automate processes between different applications, such as Cognito Forms and WooCommerce. In this tutorial, we will use Pabbly Connect to create a WooCommerce customer automatically when a new submission is made in Cognito Forms.

To get started, you need to sign up or log in to your Pabbly Connect account. Once logged in, you can access the dashboard where you can create workflows that connect various applications seamlessly. This integration will help streamline your customer management process.

2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow something descriptive, like ‘Create WooCommerce Customer on Cognito Forms Submission’. You will also have the option to organize your workflows into folders.

• Click on the ‘Create’ button to proceed.
• Select the trigger application as Cognito Forms.
• Choose the trigger event as ‘New Entry’.

After setting up the trigger, you will receive a webhook URL. This URL is crucial as it will connect your Cognito Forms to Pabbly Connect. Make sure to copy this URL for the next steps.

3. Connecting Cognito Forms to Pabbly Connect

Now, log in to your Cognito Forms account and select the form you want to connect. In the form settings, look for the option to post JSON data to a website. Paste the webhook URL you copied from Pabbly Connect into the submit entry endpoint field.

After entering the webhook URL, save your changes and publish the form. You will now have a sharable link for your Cognito Form. To ensure everything is set up correctly, perform a test submission to generate a response that Pabbly Connect can capture.

4. Setting Up WooCommerce Integration in Pabbly Connect

Once you have confirmed that your Cognito Forms submission is being captured, it’s time to set up the action step in Pabbly Connect. Select WooCommerce as your action application and choose the action event as ‘Add a New Customer’.

To connect WooCommerce to Pabbly Connect, you will need your WooCommerce API credentials. This includes the consumer key, consumer secret, and your website URL. Here’s how to find these:

• Log in to your WordPress dashboard.
• Navigate to WooCommerce > Settings > Advanced > REST API.
• Add a new key with read and write permissions.

After obtaining your API credentials, input them into the respective fields in Pabbly Connect and map the necessary data fields from the Cognito Forms submission to WooCommerce customer fields.

5. Finalizing the Integration and Testing

After mapping all necessary fields, save your workflow in Pabbly Connect and test the integration. Perform another test submission in your Cognito Forms to check if a new customer is created in WooCommerce.

Once you verify that the customer has been created successfully, your integration is complete. This automation will now run every time a new submission is made in Cognito Forms, ensuring that your customer data is always up to date in WooCommerce.

Conclusion

This tutorial demonstrated how to create a WooCommerce customer on Cognito Forms submission using Pabbly Connect. By following these steps, you can automate customer creation and streamline your e-commerce operations. This integration enhances efficiency and improves customer management.