Add New Customer Database via Pabbly Integration

Integrations

Pabbly Connects (recommended)

Send customer data into GoReview from thousands of 3rd party apps and CRMs with an app connector. If you are not familiar with using APIs, this solution is perfect for you, and it will allow to work with just about any service to get your customer data into the platform.

Login to Pabbly

https://accounts.pabbly.com/login/?s=connect

  • blackflam85@gmail.com
  • (password)

*Currently using personal Gmail account blackflam85@gmail.com, this part will be setup by Daniel for time being

What Platform is The Client Using?

WooCommerce Customers

Clone the existing workflow

Rename workflow

[WORKFLOW] → GoReview [CLIENT] e.g. NEW WooCommerce ORDERS → GOREVIEW Database [KKFLORIST]

Trigger

CHOOSE APP WooCommerce

TRIGGER EVENT New Order Created

WEBHOOK URL (copy it)

Then follow the instructions at Pabbly...

The final step requires a REAL PURCHASE transaction. So create a product at $1.00 to test it. 

... and capture Webhook Response.

Trigger Setup Successfully

You will see a lot of value appears in the response, just like this

Action

CHOOSE APP More Good Reviews

ACTION EVENT Create or Update a Customer

FIRST NAME choose Billing First Name: DANIEL WONG

EMAIL ADDRESS choose Billing Email: blackflam85@gmail.com

PHONE choose BIlling Phone 0105667008

SIGNUP DATE choose Meta Data 8 Key : delivery_date

(the rest not mentioned, can leave it blank)

Test and Revise If Necessary

Turn On The Workflow

 


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