Integrate WooCommerce Customers to Zoho Books Using Pabbly Connect

Learn how to automate the integration of WooCommerce customers to Zoho Books using Pabbly Connect for seamless contact management. 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 begin integrating WooCommerce customers with Zoho Books, you need to access Pabbly Connect. Sign in to your Pabbly Connect account to get started. Once logged in, you will see all available applications provided by Pabbly.

Click on the ‘Access Now’ button to enter the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow appropriately, for example, ‘Add WooCommerce Customers to Zoho Books,’ and click on ‘Create’ to proceed.

2. Setting Up WooCommerce as the Trigger Application

In this step, you will set WooCommerce as the trigger application in Pabbly Connect. The trigger event will be when a new customer is created in WooCommerce. Choose ‘New Customer Created’ as the trigger event.

• Select the WooCommerce application from the list.
• Choose ‘New Customer Created’ as the event.
• Copy the generated webhook URL provided by Pabbly Connect.

Next, navigate to your WooCommerce settings and click on the ‘Advanced’ tab. Here, you will find the Webhooks section. Add a new webhook by clicking on ‘Add Webhook,’ and fill in the necessary details, including the delivery URL you copied from Pabbly Connect. Save the webhook to complete the setup.

3. Capturing Customer Data from WooCommerce

After setting up the webhook, the next step is to capture the customer data from WooCommerce using Pabbly Connect. Make sure you have created a test customer in WooCommerce to trigger the webhook. Once you create the customer, Pabbly Connect will receive the webhook response.

• Fill in the customer details such as username, email, first name, and last name.
• Check the webhook response in Pabbly Connect to verify the data received.
• Ensure all necessary fields are populated correctly.

Once the webhook response is captured, you can proceed to map this data for the next step of the integration. This will ensure that the customer details are accurately transferred to Zoho Books.

4. Connecting Zoho Books as the Action Application

Now that you have captured the customer data, it’s time to connect Zoho Books as the action application in Pabbly Connect. Choose Zoho Books from the list of applications and select the action event ‘Create Contact’. This action will allow you to create a new contact in Zoho Books using the data from WooCommerce.

To establish the connection, click on ‘Connect’ and then select ‘Add New Connection’. You will need to enter your Zoho domain, for example, ‘zoho.in’, and grant access to Pabbly Connect. After successfully connecting, you will be able to map the customer data received from the WooCommerce trigger.

5. Mapping Customer Data to Zoho Books

In this final step, you will map the customer data from WooCommerce to Zoho Books using Pabbly Connect. Begin by selecting your organization name in Zoho Books and specify the contact type as ‘Customer’. Then, fill in the required fields such as contact name, first name, last name, and email address.

Ensure that you map the fields correctly from the WooCommerce trigger response. For example, map the username to the contact name field and the email address appropriately. Once all fields are filled, click on ‘Save and Send Test Request’ to create the contact in Zoho Books.

After the test request, check Zoho Books to confirm that the new contact has been created successfully. This integration ensures that every new customer added in WooCommerce will automatically be reflected in Zoho Books.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the integration of WooCommerce customers to Zoho Books. By following these steps, you can streamline your contact management process and ensure that customer data is consistent across platforms.