In order to automate the connection between WooCommerce and ActiveCampaign, users need to create a Zap in Zapier that connects these two platforms. This involves setting up triggers and actions for both apps, ensuring accurate data transfer by preventing duplicate records and updating existing information. Users can use templates or build their own Zaps from scratch, with the help of search actions to prevent errors and ensure correct data entry. By following this tutorial, users can streamline their data entry process, send targeted resell, cross-sell, or upsell content to customers, and focus on other aspects of their business while maintaining accurate data across apps.