Integrate Systeme.io Contact with Tag for WordPress Users Using Pabbly Connect

Learn how to create Systeme.io contacts with tags for WordPress users using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Integration

To create a Systeme.io contact with a tag for WordPress users, the first step is to access Pabbly Connect. Sign in as an existing user or click on the sign-up button for free access. Once logged in, navigate to the Pabbly Connect dashboard.

In the dashboard, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Create Systeme.io Contact with Tag for WordPress User.’ This sets the stage for integrating your WordPress registration with Systeme.io using Pabbly Connect.

2. Set Up Trigger and Action in Pabbly Connect

In Pabbly Connect, the integration process relies on defining a trigger and action. For this setup, your trigger application will be WordPress, and the action application will be Systeme.io. The trigger event will be set to ‘User Registers,’ which activates the workflow whenever a new user registers on your WordPress site.

• Select WordPress as the trigger application.
• Choose ‘User Registers’ as the trigger event.
• Set Systeme.io as the action application.
• Select ‘Create New Contact’ as the action event.

This configuration allows Pabbly Connect to automatically create a contact in Systeme.io whenever a new user registers on your WordPress site, streamlining your user management process.

3. Connect WordPress to Pabbly Connect

To establish the connection between WordPress and Pabbly Connect, you will need a webhook URL provided by Pabbly. Navigate to your WordPress settings and access the WP Webhooks section. Here, you will add a new webhook for user registration.

• Go to WordPress settings and select WP Webhooks.
• Choose ‘User Created’ as the event to trigger the webhook.
• Paste the webhook URL from Pabbly Connect.
• Save the webhook settings.

After saving, Pabbly Connect will wait for a webhook response, which is crucial for capturing the user data whenever a new registration occurs on your WordPress site.

4. Test the Registration Process

To ensure everything is working correctly, it’s essential to test the registration process. Open a new incognito window and fill out the registration form on your WordPress site. Once you submit the form, you should see a confirmation message indicating successful registration.

After submitting the registration, return to Pabbly Connect. The webhook response should now display the details of the newly registered user, such as their name, email, and other relevant information. This confirms that the trigger is functioning correctly and that the user data is being captured.

5. Create Contact and Add Tag in Systeme.io

With the user details successfully captured, the next step is to create a contact in Systeme.io. In Pabbly Connect, establish a connection to Systeme.io by providing an API key. This key can be generated from your Systeme.io account settings under the Pabbly API Keys section.

Once the connection is made, map the user data received from WordPress to the corresponding fields in Systeme.io, including email, first name, last name, and phone number. After mapping, save the action and send a test request to create the contact. A successful response will indicate that the contact has been created in Systeme.io.

Finally, to add a tag to the newly created contact, use the same connection to Systeme.io. Specify the contact ID and the tag name (e.g., ‘WordPress’) to ensure that the contact is appropriately tagged. This completes the integration process, allowing Pabbly Connect to automate the creation of contacts with tags based on WordPress registrations.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to create a Systeme.io contact with a tag for WordPress users. By following these steps, you can streamline your user management and automate the process effectively.