Integrating WooCommerce, Zoho CRM, and Gmail Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate sending WooCommerce discount coupons to customers via Zoho CRM and Gmail using Pabbly Connect in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin using Pabbly Connect for integrating WooCommerce, Zoho CRM, and Gmail, first navigate to the Pabbly Connect website. You can sign up for a free account or log in if you are an existing user. Once logged in, access your dashboard to start creating your workflow.

In the dashboard, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Send WooCommerce Coupons to Customers via Email and Add in Zoho CRM.’ This naming will help you identify the workflow later. After naming, click on the ‘Create’ button to proceed.

2. Setting Up WooCommerce Trigger in Pabbly Connect

In this step, we will set up the WooCommerce trigger in Pabbly Connect. Select WooCommerce as your trigger application and choose the event ‘New Order Created’. This event will trigger the workflow every time a new order is placed in your WooCommerce store.

• Select WooCommerce as the trigger application.
• Choose ‘New Order Created’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, log into your WooCommerce account and navigate to the settings. Under the ‘Advanced’ tab, find the ‘Webhooks’ option and select it. Click on ‘Add Webhook’ to create a new webhook. Fill in the details such as the name, status, and topic, and paste the webhook URL from Pabbly Connect in the delivery URL field. Save the webhook to establish the connection.

3. Capturing Order Details and Filtering

After setting up the trigger, the next step is to capture the order details. In Pabbly Connect, click on ‘Recapture Webhook Response’ to test the connection. This will allow you to verify that the data from WooCommerce is correctly captured in your workflow.

• Go to WooCommerce and place a test order.
• Ensure to fill in the required customer details during checkout.
• Check for the captured response in Pabbly Connect.

Once you have successfully captured the order details, you can add a filter condition to ensure the workflow only proceeds for specific products. This can be done by selecting ‘Filter’ as an action in Pabbly Connect and setting conditions based on the product ID.

4. Adding Zoho CRM Action to Create Contact

Next, we will add Zoho CRM as the action application in Pabbly Connect. Choose ‘Create Contact’ as the action event. You will need to connect your Zoho CRM account if you haven’t done so already. Select your domain and grant the necessary permissions to allow Pabbly Connect to access your Zoho CRM data.

Map the required fields such as first name, last name, email, and phone number from the WooCommerce order details to the corresponding fields in Zoho CRM. This mapping ensures that every new customer order creates a contact in your Zoho CRM with accurate information.

5. Sending Email with Gmail Action

Finally, to send a discount coupon to the customer, add Gmail as the action application in Pabbly Connect. Choose ‘Send Email V2’ as the action event. Connect your Gmail account and map the recipient’s email address from the captured WooCommerce order details.

Compose your email content, including the subject and body, and attach the discount coupon PDF. You can upload the PDF to your WordPress media library and use the URL in the email. After setting up the email, send a test request to ensure everything is working correctly.

Conclusion

This tutorial demonstrates how to effectively use Pabbly Connect to automate the process of sending WooCommerce discount coupons to customers via Zoho CRM and Gmail. By following these steps, you can enhance customer engagement and streamline your sales process.