Learn how to automate customer addition in WooCommerce and Mautic, and notify your team on Slack using Pabbly Connect. Follow our detailed tutorial for seamless integration.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Integration
To begin the integration process, we must first access Pabbly Connect. Start by signing into your Pabbly Connect account. If you don’t have an account, you can create one for free in just a couple of minutes.
Once logged in, click on the ‘Create Workflow’ button. You can name your workflow, for example, ‘Trafft to WooCommerce to Mautic to Slack’. This name helps identify the applications involved in your automation.
2. Configuring Trigger for Trafft Booking
The next step is to set up the trigger for your workflow. In the trigger window, select the app as Pabbly Connect and choose ‘Trafft’. From the Trigger Event dropdown, select ‘Appointment Booked’.
- Select ‘Trafft’ as the application.
- Choose ‘Appointment Booked’ as the trigger event.
- Copy the webhook URL provided by Pabbly Connect.
Paste this webhook URL into your Trafft account under Settings > Features > Integrations. Activate the webhook option and create a new webhook with the event set to ‘Appointment Booked’. Save the changes to complete the connection.
3. Adding Customer to WooCommerce
After setting up the trigger, the next action is to add the customer to WooCommerce using Pabbly Connect. In the action window, select ‘WooCommerce’ and choose the action event as ‘Add New Customer’.
To connect your WooCommerce account, you will need the Consumer Key, Consumer Secret, and the Website URL. Generate these keys from your WooCommerce settings under Advanced > REST API. Once you have these details, paste them into Pabbly Connect.
- Enter the Consumer Key and Consumer Secret.
- Provide the Website URL without a trailing slash.
- Map the customer email, first name, and last name from the Trafft response.
Once all the required fields are filled, click on ‘Save and Send Test Request’ to verify that the customer was added successfully.
4. Creating a Contact in Mautic
The fourth step involves adding the same customer as a contact in Mautic through Pabbly Connect. In the action step, select ‘Mautic’ and choose the action event ‘Create or Update Contact’.
Connect your Mautic account by entering your username, password, and base URL. After connecting, map the customer details like first name, last name, and email address from the previous step’s output.
Map the first name and last name from Trafft. Map the customer’s email address and mobile number. Click on ‘Save and Send Test Request’ to confirm the contact creation.
Check your Mautic account to ensure that the new contact has been added successfully.
5. Notifying Team on Slack
Finally, we will set up a notification to your team on Slack using Pabbly Connect. Select ‘Slack’ as the app and choose the action event ‘Send Channel Message’.
Connect your Slack account by following the prompts. Choose the channel where you want to send the message and create a message template that includes customer details like name, email, and appointment time.
Select the Slack channel for notifications. Map the customer details into the message. Click ‘Save and Send Test Request’ to check the notification.
Once completed, your team will receive notifications for every new appointment booked through Trafft.
Conclusion
In this tutorial, we explored how to integrate WooCommerce, Mautic, and Slack using Pabbly Connect. By automating these processes, you can efficiently manage customer information and keep your team informed about new bookings. This integration enhances productivity and streamlines communication.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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