Integrate FlexiFunnels Purchase Details into Airtable Using Pabbly Connect

Learn how to seamlessly integrate FlexiFunnels purchase details into Airtable using Pabbly Connect in this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate FlexiFunnels with Airtable, you first need to access Pabbly Connect. Start by searching for ‘Pabbly Connect’ in your browser to reach the landing page. Here, you will find options to sign in or sign up for free, which provides you with 100 tasks every month.

As an existing user, click on the ‘Sign In’ button. This will direct you to your dashboard where you can access various Pabbly applications. Click on ‘Access Now’ for Pabbly Connect to initiate your workflow setup.

2. Creating the Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create Workflow’ button to start your automation. You will be prompted to name your workflow and select a folder to save it in. Name it something like ‘Add FlexiFunnels Purchase Details in Airtable’ and choose the folder named ‘Automations’.

• Click on the ‘Create’ button to proceed.
• This opens the workflow window where you will set up triggers and actions.
• Understand that triggers initiate actions within your workflow.

Now, select FlexiFunnels as your trigger application. This means that whenever a new purchase is made in FlexiFunnels, your workflow will be triggered automatically through Pabbly Connect.

3. Setting Up Trigger for FlexiFunnels

In this step, you need to configure the trigger event. Choose ‘New Purchase’ as the trigger event in Pabbly Connect. Copy the generated Webhook URL that will be used to connect FlexiFunnels with your Pabbly workflow.

Next, log into your FlexiFunnels account and select the product you want to connect. Click on ‘Edit’ and navigate to the ‘Set Rules’ section. Here, you will add the Webhook URL under the product rules. Name the Webhook as ‘Airtable’ for clarity.

• Set the rule to trigger when the product is purchased.
• Paste the copied Webhook URL into the appropriate field.
• Save these settings to establish the connection.

With this, you have successfully linked FlexiFunnels to Pabbly Connect. Now, perform a test purchase to capture the Webhook response.

4. Adding Purchase Details to Airtable

After confirming that the trigger is set up, the next step is to add the purchase details into Airtable. In your Pabbly Connect workflow, select Airtable as the action application. Choose ‘Create Record’ as the action event.

Click on ‘Connect’ and if prompted, either select an existing connection or create a new one. Grant permissions for your Airtable base named ‘Payment Details Flexi Funnels’. This step is crucial for allowing Pabbly Connect to access your Airtable account.

Select the base and table where you want to save the purchase details. Map the fields from the Webhook response to the corresponding Airtable fields. Ensure that all necessary details like name, email, phone, and address are included.

After mapping the fields, click on the ‘Save and Send’ button to finalize the action. This will automatically add the purchase details to your Airtable account without manual input, showcasing the efficiency of Pabbly Connect.

5. Testing the Workflow for Real-Time Updates

To verify that your integration works, perform another test purchase using different details. After completing the order, check your Airtable to see if the new details have been added successfully. This real-time testing confirms that Pabbly Connect is effectively capturing and transferring data between FlexiFunnels and Airtable.

Return to your Airtable account and refresh the page to see the latest entries. You should observe the new purchase details reflected there, confirming that the automation is functioning as intended.

In summary, you have successfully set up an automation using Pabbly Connect that connects FlexiFunnels to Airtable. This integration allows for seamless data management and enhances your ability to track purchases efficiently.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate FlexiFunnels with Airtable for automatic purchase details entry. This process simplifies data management and ensures records are always up-to-date without manual effort.