How to Create Shopify Customer on Jotform Submission Using Pabbly Connect

Learn how to automate the creation of Shopify customers from Jotform submissions using Pabbly Connect in this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Shopify and Jotform Integration

To create a Shopify customer on Jotform submission, first, access Pabbly Connect. This platform is essential for automating the integration between your Jotform and Shopify accounts. Start by signing in to your existing Pabbly Connect account or signing up for free if you are a new user.

Once signed in, navigate to the Pabbly Connect dashboard, where you will see a variety of applications available for integration. Click on the ‘Access Now’ button under Pabbly Connect to begin setting up your automation workflow.

2. Creating a New Workflow in Pabbly Connect

To automate the process, click on the ‘Create Workflow’ button located at the top right corner of the Pabbly Connect dashboard. A dialog box will appear, prompting you to name your workflow. Enter ‘Create Shopify Customer on Jotform Submission’ as the workflow name. using Pabbly Connect

• Select a folder to save your workflow, choosing ‘Jotform Automations’ from the dropdown menu.
• Click the ‘Create’ button to finalize the creation of your workflow.

Your new workflow will now appear, featuring two sections: Trigger and Action. The Trigger section is where the automation begins, and the Action section is where the response occurs.

3. Setting Up the Trigger with Jotform

In the Trigger section, select Jotform as your trigger application. Pabbly Connect will allow you to automate the process by capturing new submissions from your Jotform. For the Trigger Event, choose ‘New Response’ to ensure that every form submission is captured. using Pabbly Connect

Once you’ve selected Jotform, Pabbly Connect will provide you with a Webhook URL. Copy this URL as you will need it to connect your Jotform to Pabbly Connect. Next, navigate to your Jotform account and open the settings for the form you want to integrate.

• In the settings panel, select the ‘Integrations’ option.
• Search for ‘Webhooks’ and paste the copied Webhook URL into the designated field.

After saving the integration, return to Pabbly Connect and click on the ‘Test Trigger’ button to check if the connection is successful. If successful, you will see the test submission data captured in Pabbly Connect.

4. Setting Up the Action with Shopify

Now that your trigger is set up, it’s time to configure the Action section. Select Shopify as the action application and choose ‘Create Customer’ as the action event. This setup will allow you to automatically create a customer in Shopify whenever a new Jotform submission occurs.

To connect Shopify to Pabbly Connect, click on the ‘Add New Connection’ button. You will need to enter your Shopify store’s subdomain and admin API access token. To obtain the token, create a new app in your Shopify account by navigating to ‘Settings’ and then to ‘Apps and Sales Channels’.

Click on ‘Develop apps’ and create a new app named ‘New Customers’. Configure the admin API scopes to allow customer creation and install the app to retrieve your API token.

After entering the required information in Pabbly Connect, click on the ‘Save and Send Test Request’ button to ensure that the integration is functioning properly.

5. Mapping Data from Jotform to Shopify

The final step in this process is to map the data from the Jotform submission to the corresponding fields in Shopify. In the Action section, you will see fields for first name, last name, email, and phone number. Use the data captured from the Jotform submission to fill in these fields.

For example, select the first name from the previous step’s response for the first name field in Shopify. Repeat this process for the last name, email, and phone number fields. After mapping all required fields, click on the ‘Save and Send Test Request’ button to create a test customer in Shopify.

Once the test request is successful, verify in your Shopify account that the new customer has been added. You should see the customer details populated correctly, confirming that the integration between Jotform and Shopify through Pabbly Connect is working seamlessly.

Conclusion

In this tutorial, we explored how to create a Shopify customer on Jotform submission using Pabbly Connect. By following these steps, you can automate the process of adding new customers to your Shopify account, saving time and reducing manual errors. Start using Pabbly Connect today to streamline your e-commerce operations!