Integrating Help Scout with ThriveCart Using Pabbly Connect

Learn how to integrate Help Scout with ThriveCart using Pabbly Connect to automate customer creation seamlessly. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Help Scout with ThriveCart, you first need to access Pabbly Connect. Start by signing up or logging into your Pabbly Connect account. Once you’re logged in, you will be directed to your dashboard.

On the dashboard, locate the ‘Create Workflow’ button on the right side. Click on it to start setting up your integration. You will need to name your workflow according to your objective, which in this case is creating a Help Scout customer for ThriveCart purchases.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Choose ThriveCart as your trigger application. The trigger event will be ‘Product Purchase’ which activates the workflow when a product is purchased.

• Select ThriveCart as the trigger application.
• Set the trigger event to ‘Product Purchase’.
• Click on ‘Connect’ to establish a connection with ThriveCart.

Once you click on ‘Connect’, you will need to add a new connection. This requires an API token from your ThriveCart account. Follow the instructions provided by Pabbly Connect to retrieve this token and proceed with the setup.

3. Testing the Trigger in Pabbly Connect

After setting up the trigger, it’s crucial to test the integration using Pabbly Connect. To do this, you need to simulate a product purchase in ThriveCart. Navigate to your ThriveCart account, select the product, and click on the checkout URL.

• Fill in the customer details such as name, email, and address.
• Use test card details to complete the order.
• Return to Pabbly Connect and click on ‘Save and Send Test Request’.

Once the test request is sent, check if the response from ThriveCart is successfully captured in Pabbly Connect. This indicates that the trigger is working correctly and is ready for the next steps.

4. Setting Up the Action in Pabbly Connect

With the trigger successfully set up, the next step is to configure the action in Pabbly Connect. Select Help Scout as your action application and choose the event ‘Create Customer’.

To connect with Help Scout, click on ‘Connect’ and authorize the connection. After authorization, you will need to map the customer information from the previous step to the fields required by Help Scout.

Map the first name, last name, and email from ThriveCart response. Fill in the address, city, and state details accurately. Click on ‘Save and Send Test Request’ to finalize the setup.

Once the request is sent, check Help Scout to confirm that the new customer has been created successfully. This demonstrates that Pabbly Connect has effectively connected the two applications.

5. Verifying Integration Success

Finally, it’s essential to verify that the integration between ThriveCart and Help Scout via Pabbly Connect is working as intended. Perform another test purchase in ThriveCart to see if a new customer is created in Help Scout.

After completing the purchase, return to Help Scout and check the customer list. If the new customer appears, the integration is a success! This automated process streamlines customer management without manual input.

In summary, the steps involved were setting up ThriveCart as a trigger, testing the trigger, configuring Help Scout as an action, and verifying that the customer creation works seamlessly through Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate Help Scout with ThriveCart using Pabbly Connect. By following the steps outlined, you can automate the customer creation process, enhancing efficiency and productivity.