How to Create WooCommerce Customer on Jotform Submission Using Pabbly Connect

Learn how to automate WooCommerce customer creation from Jotform submissions using Pabbly Connect. Step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for WooCommerce and Jotform Integration

To create a WooCommerce customer on Jotform submission, you first need to access Pabbly Connect. This platform facilitates the integration between Jotform and WooCommerce, streamlining the process of adding customers automatically.

Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get 100 tasks per month. Once logged in, you will see the dashboard where you can create workflows.

Creating a Workflow in Pabbly Connect for Jotform and WooCommerce

After logging into Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear where you can name your workflow. For this integration, name it ‘Create WooCommerce Customer on Jotform Submission’.

Next, select a folder to save this workflow. Choose an appropriate folder, like ‘Jotform Automations’. Once you have named the workflow and selected the folder, click the ‘Create’ button to proceed. This will set up a trigger and action window for your automation.

Setting Up the Trigger for Jotform Submission

In the trigger section of your new workflow, select ‘Jotform’ as the trigger application. Set the trigger event to ‘New Response’. This indicates that the workflow should activate whenever a new form submission is made via Jotform.

After selecting the trigger application, Pabbly Connect will generate a webhook URL. Copy this URL, as it will be used to connect your Jotform account to Pabbly Connect. Go to your Jotform settings, navigate to the Integrations page, and search for webhooks. Paste the copied URL into the designated field and complete the integration.

Setting Up the Action to Add a Customer in WooCommerce

With the trigger configured, the next step is to set up the action in Pabbly Connect. Select ‘WooCommerce’ as the action application and choose ‘Add New Customer’ as the action event. Click the ‘Connect’ button to create a new connection.

To establish this connection, you will need your WooCommerce customer key, secret, and website URL. Log into your WooCommerce account, navigate to Settings, and then to the Advanced section. Here, go to REST API and click on ‘Add Key’. Fill in the necessary details, including a description and permissions, to generate your API key and secret.

• Copy the generated customer key and secret.
• Paste these into the respective fields in Pabbly Connect.
• Enter your WooCommerce website URL without a trailing slash.

After entering all the required details, click the ‘Save’ button. This successfully connects WooCommerce to Pabbly Connect, allowing you to add customers based on Jotform submissions.

Mapping Data from Jotform to WooCommerce in Pabbly Connect

Once the connection is established, you need to map the data fields from Jotform to WooCommerce using Pabbly Connect. This involves selecting the data captured from the Jotform response and inserting it into the corresponding fields for WooCommerce customer creation.

For example, map the email, first name, last name, and phone number fields from Jotform to their respective fields in WooCommerce. Ensure that you fill in all required fields to create a customer successfully. After mapping the data, click on ‘Send Test Request’ to verify that the integration works correctly.

• Select the email field from the Jotform response.
• Map the first and last name fields accordingly.
• Skip optional fields that are not needed for customer creation.

After confirming the mapping, check your WooCommerce account to ensure the new customer has been created successfully. This indicates that your automation between Jotform and WooCommerce via Pabbly Connect is now complete.

Conclusion

In this tutorial, we explored how to create a WooCommerce customer on Jotform submission using Pabbly Connect. By following the steps outlined, you can automate customer data entry, saving time and improving efficiency in your e-commerce operations. This integration allows for seamless management of customer information directly from Jotform submissions.