Webhooks Demonstration: Sending ClickFunnels Order Information to Google Spreadsheets Via Zapier

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YouTube Transcript: English (auto-generated)

00:06
this is mark customer happiness
00:09
specialist here at clickfunnels and in
00:11
this video you’re going to learn how to
00:13
integrate zapier with your clickfunnels
00:16
account now this is not an easy task and
00:20
is not for the faint of heart if you
00:22
curl up in the fetal position on the
00:23
floor at the site of code this video may
00:26
not be for you but what I’m going to
00:28
show you in this video and the example
00:30
that I use is adding order information
00:33
from clickfunnels to a Google Drive
00:36
spreadsheet now this comes with a lot of
00:39
trial and error and a lot of testing
00:41
prior to getting this right as you can
00:45
see here I have my product name product
00:47
ID shipping address phone number
00:49
customer name and email and a few other
00:51
tidbits of information so the first
00:53
thing that you’re going to want to do is
00:55
go to Xavier and you’re going to need as
00:58
a pure account for this so I just signed
01:01
up for a free trial so this is my first
01:03
test down here didn’t work out so well
01:04
so I set up a new test and when you set
01:09
up these tests you’re going to go in
01:10
here you going to choose the web hooks
01:13
by Xavier integration you can actually
01:15
type that into the search bar here and
01:18
then you’re going to choose the Google
01:20
sheets integration you can type that
01:22
into the search here as well and you’re
01:25
going to want to create a spreadsheet
01:26
row which is your only option for Google
01:28
sheets and then you’re going to want to
01:31
use a catch hook for web hooks by xaviar
01:34
after you’ve done this they are going to
01:36
give you a web hook URL you’re going to
01:40
go over into your clickfunnels account
01:41
and this is my test web hooks demo
01:44
funnel I have an opt-in page order form
01:46
and an order confirmation page I’m going
01:49
to go into the settings scroll down and
01:52
click on manage your funnel web hooks
01:54
now as you can see i have a lot down
01:56
here you can test this out with request
01:58
bin which I’ve done here as well and as
02:00
you can see this I’ve added this web
02:02
hook URL you can click new web hook and
02:05
you’ll be taken to this screen wire
02:06
where you will paste the web hook in
02:08
here and click create funnel web hook
02:11
the web hook will then be validated and
02:14
I haven’t
02:14
any issues with Xavier so this is my
02:17
active a funnel web hook here I can
02:19
remove these if I need to or restore
02:21
ones that I have removed and as you can
02:23
see I’ve been using request been a
02:24
little bit here as well so after I get
02:26
the web hook URL implemented I’m going
02:29
to scroll down here select my google
02:31
sheets account if you don’t have a
02:33
google sheets account integrated it’s
02:36
going to ask you to integrate or you can
02:37
connect a different one if you already
02:39
have one and so I just used my google
02:42
google apps account connected that there
02:45
and then it’s going to give you the
02:47
option of filtering so what happens when
02:52
when click final sends these web hooks
02:55
out there’s multiple web hooks that get
02:57
sent and i’ll show you this here the way
02:58
that you can see this is each web hook
03:00
has its own ID now you can see all of
03:02
these that have a 21 that’s a different
03:06
one that’s a different one you see all
03:09
these ones that have 90 10 41 so all of
03:12
these have a different ID basically and
03:14
a lot of them are sent from different
03:17
pages different steps in the funnel web
03:19
hooks are sent when somebody opts in on
03:21
this page when someone lands on this
03:23
page when some of the orders on this
03:25
page when somebody lands on this page so
03:28
web hooks are constantly going out and
03:30
coming back and so here this is the web
03:33
hook that you want to really look for
03:35
and this is if you’re using stripe see
03:36
how this one looks a little bit
03:38
different has a different ID says
03:40
product ID no member ID null has all
03:43
those different things that’s the one
03:45
you want to look for and and that’s
03:48
basically what that is is the web hook
03:51
coming back from stripe with all the
03:54
information what i’ve done here is i’ve
03:56
added this filter so that the only web
03:59
hook that gets processed is the web hook
04:03
that has billing underscore integration
04:05
stripe that way it’s not processing
04:09
multiple web hooks i think i counted it
04:11
was up to seven just for these three
04:15
pages so in order to make this cleaner
04:18
you can see some of my trial and error
04:20
here actually see how there’s multiple
04:21
different things that look weird and
04:24
multiples of everything finally got it
04:25
right on these you got to use this
04:27
filter here
04:28
the next thing you’re going to do you’re
04:30
going to choose the actual spreadsheet
04:31
so you need to actually go into your
04:34
Google account and create a new
04:38
spreadsheet i recommend doing this you
04:40
know before you can start getting into
04:42
the xapi er thing if you haven’t yet
04:45
that’s fine it doesn’t really matter but
04:47
set up your your full fulfillment
04:51
spreadsheet you know if so if you’re
04:53
using a fulfillment center this might be
04:54
the spreadsheet that they work off of to
04:57
fulfill your orders and and so you can
05:03
set this up name it and then you can
05:05
come back in here and then you can you
05:09
can actually force it to load more if
05:12
you just created right now and it’ll
05:14
pull up all your most recent one so I
05:17
selected the Napier webhooks test there
05:20
and then you select the sheet I just
05:22
selected sheet 1 that’s the only sheet i
05:25
have in this google doc and then the
05:29
tricky part comes this is the part that
05:31
is time consuming and frustrating you
05:34
might be smarter than me and you might
05:37
be able to figure out faster but I’m
05:38
warning you that this can get
05:40
frustrating here so the first thing you
05:42
do and I’ll actually all linked to a
05:44
copy of a demo CSV with all this
05:48
information here if you want to just
05:50
upload that I’ll link to that in the
05:52
below the video here and so these are
05:56
the fields that I created and then you
06:02
want to make sure that these are the
06:04
fields that you create in or that you
06:08
sync up in Xavier here and you can get
06:11
these a few different ways you can come
06:13
in here and you can actually click on
06:15
this payload right here this is the one
06:18
that will came back from stripe and
06:20
it’ll pull up this code here this is
06:23
where you’re going to get a lot of good
06:24
information now what I’ve actually done
06:26
is I’ve copied I copied and pasted this
06:29
and I pasted it into an application
06:34
called sublime text which is for writing
06:37
code
06:39
trying to resize out there and make it a
06:41
little easier to see and what that does
06:46
is actually help you follow see these
06:48
lines here it helps you follow first
06:51
name and it’s going to be pulling up a
06:53
lot of information here it’s going to
06:54
pull up information from all of your
06:58
other web hooks and there is a lot of
07:00
information here you’re going to want to
07:02
find the first name that exists in this
07:08
payload here so as you can see there’s a
07:11
name there’s an email I wanted first
07:14
name so here’s the first name it belongs
07:16
under contact first name so i chose
07:21
contact first name so when you search
07:24
you can search for contact first name
07:28
and it’s going to pull up a few and as
07:30
you can see it’s blank here so there’s
07:33
this one here and those are all blank so
07:35
this is kind of a trial and error
07:37
process you have to go you have the test
07:39
and and find the right fields from the
07:43
right payload and that is the time
07:45
consuming and frustrating process i’m
07:47
just warning you up front one way to get
07:49
around this is you can test your web
07:52
hooks down here another thing that
07:54
really helps is after you have created
07:58
this filter go ahead and hand turn yours
08:03
a pond and then go over to your funnel
08:06
and run a test and then after you’ve run
08:10
a test
08:16
and so this is actually where you would
08:19
go and you would be able to get that
08:22
payload after having run a test order to
08:26
work off of so if I go in here to manage
08:29
funnel web hooks then go to deliveries
08:34
you’ll see now I have some new tests you
08:38
can see all the time stamps on there and
08:40
look at all these IDs so this is from my
08:43
opt-in page and tell by the ID these are
08:46
from my order page right here all three
08:48
of these this is the one from stripe and
08:52
this one is from the order confirmation
08:54
page this one I’m not really sure where
08:57
that’s from but it’s there so this is
09:00
the one I want i’m going to click on it
09:01
this is all the info that i just sent
09:03
over to xavier so i’m going to come over
09:06
here i’m going to click test web hooks
09:10
i’m going to click refresh samples this
09:13
is going to pull the most recent data
09:14
i’m gonna click test zap and so that one
09:18
gave me a blank that tends to happen
09:19
with this one and i gave me a blank as
09:22
well so I’m actually just going to
09:24
refresh the page as you can see it is a
09:30
long and tedious process so let’s test
09:33
that zap that one was a success so now
09:36
it’s pulled that info in I should be
09:39
able to come over here insert fields I’m
09:42
going to search for contact first name
09:45
as you can see now the name is there so
09:49
I can be sure that that is the right one
09:52
you can actually select multiple fields
09:54
here as well if you’d like however I
09:57
don’t recommend it and I come down here
09:59
I’m going to search contact phone so you
10:04
see that’s populated contact funnel ID
10:09
the shipping address is a tricky one the
10:11
important thing is to make sure that you
10:14
get all of the info from the same
10:19
payload or else what’s going to happen
10:22
I’ll show you here I had my product ID
10:26
coming from one payload but my order ID
10:29
coming from a different payload and so
10:32
it created multiple lines of information
10:34
so that was the issue that i was having
10:37
until I made sure that I had all of my
10:40
info coming from the same payload as you
10:43
can see my most recent test just came
10:46
through and it’s in there twice because
10:50
I place the order and that entered it
10:54
but then it also got entered when I hit
10:58
this test zap button right here it sends
11:02
the same data payload over to Google
11:06
Docs so the last part of this after you
11:08
get this kind of squared away and and
11:10
figured out the one thing I did here
11:13
because it is difficult to send the
11:15
product name over if your if your
11:20
developer of your programmer you can
11:21
probably figure it out because the
11:23
information is in the payload but for me
11:27
it was difficult to figure out as you
11:28
can see it’s right here but it’s not an
11:31
easy name to get so what I did that was
11:35
easier since I like Google Spreadsheets
11:38
I created an if statement that if this
11:43
field equals 4 46 and 49 1 then this
11:48
field should be SuperDuper product that
11:51
was the name of my product so if I just
11:54
copy and paste this down here so if you
11:57
have multiple products on the same order
11:59
form you could actually just increment
12:03
this if-then statement to incorporate
12:06
all of your product IDs and then it
12:09
would show based on each one of those so
12:13
I hope that helps I hope that makes
12:15
sense please note that once again this
12:17
is for advanced users it does take time
12:21
to set up I hope that this video helps
12:23
providing you with some guidance please
12:26
know that we are limited in support and
12:28
our ability to assist you with this but
12:30
we wanted to put together this video to
12:32
give you an example of what you can do
12:34
with
12:35
web hooks and zavier

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