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Integration with Pabbly Connect
Sarunas avatar
Written by Sarunas
Updated over 9 months ago

Pabbly Connect is the integration software to pass data between different business tools and services. Pabbly Connect is an integration platform through which you can connect different applications within a few clicks. It has over 1000+ apps, including Google Forms, Google Drive, and many more.

Benefits

Integrate Omnisend seamlessly with over 3000 applications, enabling the transmission of any desired contact data to Omnisend.

Setup Process

Step 1. Create API key

You can create an API key by going to Store Settings in your Profile menu → API keys → click Create an API key.

Step 2. Create workflow

Navigate to Pabbly's 'Dashboard' tab → click 'Create Workflow' and name your workflow as you see fit.

Step 3. Select and set the trigger

Omnisend cannot be selected as a trigger due to the lack of support for custom webhooks.

Find a trigger for the workflow; in our example - we will use Woocommerce.

Select a trigger action; this will contain data that can be passed to Omnisend. In our example - we will use newly created orders.

Follow the instructions to set up the trigger properly. In our case, we need to create a new order for a proper webhook response.

If you do not see correct or enough data in the response - click 'Re-Capture Webhook Response' and make an action needed for the trigger; in this example - it's placing a new order. Now that we see the correct data - we can continue to the next step.

Step 4. Select Omnisend action

For action - find and select 'Omnisend.'

For the action event - you can choose to 'Create Subscriber' or 'Update Subscriber'

Once the action event is selected - click 'Connect' and add your Omnisend API key.

Step 5. Map properties for action event

For 'Update Subscriber' - follow Step 5-a and skip Step 5-b
For 'Create Subscriber' - follow Step 5-b and skip Step 5-a

Step 5-c applies for both Action events

Step 5-a. Mapping contact identifier for 'Update Subscriber' event

For the email field, you can select a specific or dynamic email from a trigger event; in our example, we use the email used to place an order.

Step 5-b. Mapping contact identifier for the 'Create Subscriber' event

Before mapping custom data - you need to select the identification channel - email and/or phone number; in our example - we select both channels, so we enable 'Map' and enter "email,phone" for identifier type and "email,sms" for identifier channel.

When mapping properties - select the trigger action's data point that would match the contact's information in Omnisend. In our example, we chose 'Billing Email' for the contact's email and 'Billing Phone' for the contact's phone.

For status, we chose 'non-subscribed' because we did not ask permission to subscribe. The status date is optional - if not provided - the status date will be automatically filled with the current date-time. We also added a source for subscription, so it would be easier to understand where subscription status comes from in Omnisend. Below, you can see what our example looks like so far.

Step 5-c. Map the rest of the contact properties

First and Last names are self-explanatory, while for tags - we add a specific data point from our trigger event and a static one for easier segmentation in Omnisend.

'Send Welcome Email' will allow you to trigger welcome automation in Omnisend if 'True' is selected; if you don't want this created contact to trigger welcome automation - select 'False.'

Follow the same rules for other fields. When you reach 'Custom Properties' - you can map any other data to customers you did not find in previous fields. For example, we want customers to add 'Shipping method' and 'Payment method' as custom properties.

Once done - click 'Save & Send Test Request,' and you should receive a similar response.

The test contact should have been created/updated in Omnisend with all mapped properties if everything was set up correctly. If not, you can follow the response values to see if any errors can be found and amended.

If you encounter any issues - contact us at [email protected], in-app chat, or [email protected].

What Data is Passed

Once Pabbly is set up and connected - you will be able to pass these properties to Omnisend:

  • Email;

  • Phone number;

  • First name;

  • Last name;

  • Birthday;

  • Address;

  • City;

  • State;

  • Country;

  • Zip / Postal code;

  • Gender;

  • Any custom property;

  • Tag

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