Integrate WooCommerce with Freshsales Using Pabbly Connect

Learn how to integrate WooCommerce with Freshsales seamlessly using Pabbly Connect. Follow this step-by-step tutorial for efficient customer management. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for WooCommerce and Freshsales Integration

Pabbly Connect serves as the central integration platform that facilitates the connection between WooCommerce and Freshsales. This integration allows you to automatically add new customers from WooCommerce as contacts in Freshsales. This is particularly useful for managing customer relationships efficiently.

Both WooCommerce and Freshsales have their unique functionalities. WooCommerce is a powerful eCommerce platform, while Freshsales is a comprehensive CRM solution. By using Pabbly Connect, you can overcome the limitations of their native integrations and streamline your workflows.

2. Signing into Pabbly Connect to Start the Integration

To begin the integration process, first, access the Pabbly Connect website. You can do this by typing ‘Pabbly.com’ in your browser. Once on the site, hover over the ‘Products’ section and click on ‘Connect’ to sign in to your account. using Pabbly Connect

If you don’t have an account, you can easily create one in just a few minutes. After logging in, you will be directed to the Pabbly Connect dashboard, where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘WooCommerce Freshsales Integration’.

3. Setting Up the Trigger in WooCommerce Using Pabbly Connect

In the newly created workflow, the next step is to set up the trigger in WooCommerce. Choose ‘WooCommerce’ as the app and select the trigger event ‘New Customer Created’. This means that every time a new customer is registered in WooCommerce, it will trigger an action in Freshsales. using Pabbly Connect

After selecting the trigger method, a webhook URL will be generated. You need to copy this URL and paste it into your WooCommerce settings. Follow these steps to do this:

• Go to WooCommerce settings.
• Click on the ‘Advanced’ tab and select ‘Webhooks’.
• Add a new webhook with the name ‘WooCommerce Integration’ and set the status to active.
• Paste the webhook URL and select ‘Customer Created’ as the topic.

After saving the settings, go back to Pabbly Connect and click on ‘Capture Webhook Response’ to wait for the data from WooCommerce.

4. Adding Customers to Freshsales via Pabbly Connect

Once the webhook is set up and waiting for a response, proceed to register a new customer in WooCommerce. For example, register a customer named Emily with her email and other details. Upon registration, Pabbly Connect will capture the webhook response containing the customer data. using Pabbly Connect

Next, you need to set up the action in Freshsales. Click on the plus button and select ‘Freshsales’ as the app. Choose the action event ‘Create Contact’. You will need to connect Pabbly Connect to your Freshsales account by entering your API key and subdomain.

• Copy your API key from Freshsales settings.
• Paste the API key and subdomain into Pabbly Connect.
• Map the customer data from WooCommerce to Freshsales, including name and email.

Finally, click on ‘Save’ and send a test request to ensure the integration works correctly. You should see the new contact created in Freshsales.

5. Testing and Verifying the Integration

After setting up the integration, it’s essential to test it to ensure everything is functioning as expected. Register another customer, such as Joel, in WooCommerce. After completing the registration, check your Freshsales account to see if the new contact has been created successfully.

Upon refreshing the contacts in Freshsales, you should see Joel’s details appear just like Emily’s. This confirms that the integration between WooCommerce and Freshsales via Pabbly Connect is working seamlessly. Each time a new customer is created in WooCommerce, a corresponding contact will automatically be added to Freshsales.

Conclusion

Integrating WooCommerce with Freshsales using Pabbly Connect automates the process of adding new customers as contacts in your CRM. This not only saves time but also enhances your customer management capabilities. By following the steps outlined in this tutorial, you can set up this integration to streamline your business operations effectively.