How to Integrate WooCommerce with Flowdesk Using Pabbly Connect

Learn how to automate your WooCommerce customer management by integrating it with Flowdesk using Pabbly Connect for seamless email marketing. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate WooCommerce with Flowdesk, you first need to access Pabbly Connect. This platform serves as the central hub for automating tasks between various applications, including WooCommerce and Flowdesk. Begin by visiting the Pabbly Connect homepage.

If you are a new user, click on the ‘Sign Up Free’ button to create an account and get started. Existing users can simply sign in to their accounts. Once logged in, you will see the dashboard where you can create workflows to automate your processes.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. You will be prompted to name your workflow. Input a name like ‘Create WooCommerce Customer as Flowdesk Subscriber’.

• Select your folder for organization, for example, ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

Once the workflow is created, you will see two main components: Trigger and Action. The trigger will initiate the workflow, and the action will define what happens when the trigger occurs.

3. Setting Up the Trigger with WooCommerce

The next step involves setting up the trigger for your workflow. In Pabbly Connect, select WooCommerce as your trigger application. The specific event you want to choose is ‘New Order Created’. This means that whenever a new order is placed in your WooCommerce store, it will trigger the workflow.

After selecting the trigger event, you will receive a webhook URL. This URL needs to be copied and used to connect your WooCommerce account with Pabbly Connect. Now, navigate to your WordPress account where WooCommerce is installed.

• Go to WooCommerce settings and click on the ‘Advanced’ tab.
• Select ‘Webhooks’ and click on ‘Add Webhook’.
• Fill in the required fields, using the webhook URL you copied earlier.

Once you save the webhook, WooCommerce will communicate with Pabbly Connect whenever a new order is created, establishing the trigger for your workflow.

4. Adding Flowdesk as an Action in Pabbly Connect

With the trigger set, the next step is to define the action in Pabbly Connect. Select Flowdesk as your action application. The action event you will choose is ‘Create or Update Subscriber’. This action will ensure that every new WooCommerce customer is added to your Flowdesk account as a subscriber.

To connect Flowdesk with Pabbly Connect, click on ‘Connect with Flowdesk’. If you have already logged into your Flowdesk account, your details may be pre-filled. Otherwise, you will need to log in and authorize Pabbly Connect to access your Flowdesk account.

Map the fields required for creating a subscriber, such as email, first name, and last name. Choose whether to send opt-in confirmation emails to the subscribers.

Once all the necessary fields are mapped, click on ‘Save and Send Test Request’ to finalize the action setup.

5. Segmenting Subscribers in Flowdesk Using Pabbly Connect

The final step in this integration process is to segment the newly created subscribers in Flowdesk. In Pabbly Connect, add another action step and select Flowdesk again. This time, choose the action event ‘Add Existing Subscriber to Segment’. This allows you to categorize your subscribers based on their purchase.

To connect this action to Flowdesk, select the existing connection you established earlier. Then, you will need to map the subscriber email and select the segment you want to add them to, such as ‘Sale Shoppers’. This ensures that the subscriber is categorized correctly within your email marketing strategy.

Map the subscriber email field from the previous action. Select the appropriate segment from your Flowdesk account.

After completing these steps, click ‘Save and Send Test Request’ to ensure everything is functioning correctly. This integration will now automatically add WooCommerce customers to Flowdesk as subscribers and segment them based on their purchases.

Conclusion

In this tutorial, we explored how to automate the process of adding WooCommerce customers as subscribers in Flowdesk using Pabbly Connect. By setting up triggers and actions, you can streamline your email marketing efforts, ensuring that your customers receive personalized communication based on their purchases. This integration not only saves time but also enhances customer engagement.