How to Create Shopify Customer on Gravity Forms Submission Using Pabbly Connect

Learn how to create a Shopify customer automatically using Gravity Forms submissions with the help of Pabbly Connect. Follow our step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Shopify customer on Gravity Forms submission, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for a free account, which provides you with 100 free tasks monthly.

Once logged in, you will see the Pabbly Connect dashboard. This is where you can create workflows that automate tasks between Gravity Forms and Shopify. The first step is to create a new workflow that captures data from Gravity Forms submissions.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger that will activate whenever there is a new submission in Gravity Forms. In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Gravity Forms to Shopify Customer Creation’. using Pabbly Connect

Next, select Gravity Forms as the trigger application. You will then choose the trigger event as ‘New Response’. This allows Pabbly Connect to listen for any new submissions made through your Gravity Forms. After selecting the trigger, you will need to connect your Gravity Forms account by providing the Webhook URL generated by Pabbly Connect. Follow these steps to set up the connection:

• Copy the Webhook URL provided by Pabbly Connect.
• Log in to your WordPress account where Gravity Forms is installed.
• Navigate to Forms > Settings > Webhooks in the Gravity Forms dashboard.
• Add a new Webhook and paste the copied URL into the Request URL field.

After adding the Webhook, save your settings. This will ensure that every new Gravity Forms submission is sent to Pabbly Connect for processing.

3. Creating a Shopify Customer from Gravity Forms Submission

With the trigger set up, the next step is to create a customer in Shopify whenever a new form is submitted. In your Pabbly Connect workflow, add an action step after the trigger. Choose Shopify as the action application and select ‘Create Customer’ as the action event. using Pabbly Connect

You will now need to connect your Shopify account to Pabbly Connect. Provide the required details such as the Admin API Access Token and the Subdomain from your Shopify store. This information can be found in your Shopify admin dashboard under Apps > Manage private apps.

• Go to your Shopify Admin and click on Apps.
• Select Manage private apps, then create a new private app.
• Copy the API Access Token and Subdomain from the created app.

Paste these details into the respective fields in Pabbly Connect and click on ‘Save’. This will establish a connection that allows Pabbly Connect to create customers in your Shopify store automatically.

4. Mapping Fields for Customer Creation

After connecting your Shopify account, you will need to map the fields from your Gravity Forms submission to the fields required by Shopify to create a customer. This mapping process is crucial as it ensures that the data from the form is accurately transferred to Shopify. using Pabbly Connect

In the Pabbly Connect interface, you will see the fields available from your Gravity Forms submission on one side and the required fields for Shopify on the other. Drag and drop the corresponding fields to match them. For instance, map the First Name, Last Name, and Email fields from Gravity Forms to the respective fields in Shopify.

Once you have completed the mapping, click on ‘Save & Send Test Request’. This will send a test submission to Shopify to ensure that everything is working correctly. Check your Shopify account to confirm that the customer has been created successfully.

5. Finalizing the Integration with Pabbly Connect

Now that you have successfully created a Shopify customer from a Gravity Forms submission, it is time to finalize your integration. Make sure to test the entire workflow by submitting a new entry in Gravity Forms and checking if the customer is created in Shopify as expected.

If everything works well, you can enable the workflow in Pabbly Connect. This will ensure that every new submission from Gravity Forms automatically creates a corresponding customer in Shopify without any manual intervention.

By utilizing Pabbly Connect, you can streamline your processes, save time, and ensure accurate data transfer between Gravity Forms and Shopify. This integration allows you to focus on growing your business while Pabbly Connect handles the automation seamlessly.

Conclusion

In this tutorial, we explored how to create a Shopify customer using Gravity Forms submissions through Pabbly Connect. By following the steps outlined, you can automate customer creation, improving efficiency and accuracy in your online store. Enjoy the benefits of seamless integration with Pabbly Connect!