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Shopify SendGrid Integration Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Shopify with SendGrid using Pabbly Connect. This guide provides detailed steps to automate adding Shopify customers to SendGrid contacts. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process between Shopify and SendGrid, first, access Pabbly Connect. This platform is essential for automating the workflow of adding Shopify customers to SendGrid contacts.

Once you are on the Pabbly Connect dashboard, you will need to create a new workflow. Click on the ‘Create Workflow’ button to begin setting up your automation.

2. Setting Up Shopify Trigger in Pabbly Connect

In this section, we’ll set up Shopify as the trigger application in your Pabbly Connect workflow. Choose Shopify from the list of applications and select the trigger event.

Select the trigger event as ‘New Customer’.
Connect your Shopify account by providing the required API credentials.
Test the connection to ensure everything is set up correctly.

Once the Shopify trigger is configured, you can proceed to set the action step in your Pabbly Connect workflow. This step is crucial for linking Shopify customers to SendGrid.

3. Configuring SendGrid Action in Pabbly Connect

Now, it’s time to configure SendGrid as the action application in Pabbly Connect. Choose SendGrid from the list and select the action event.

Select ‘Add Contact’ as the action event.
Connect your SendGrid account by entering the API key.
Map the fields from Shopify to SendGrid, ensuring customer details are correctly aligned.

After completing the SendGrid configuration, test the action to confirm that a new customer from Shopify is successfully added to your SendGrid contacts.

4. Finalizing the Integration and Testing

With both Shopify and SendGrid set up in Pabbly Connect, you can finalize the integration. Make sure to name your workflow appropriately for easy identification.

Run a test by creating a new customer in Shopify and check if the contact appears in your SendGrid account. This step is essential to ensure your automation is functioning as intended.

5. Conclusion

In this tutorial, we explored how to integrate Shopify with SendGrid using Pabbly Connect. By following the steps outlined, you can automate the process of adding new customers to your SendGrid contacts effortlessly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.