Add Shopify Customers to Systeme.io Automatically

Learn how to use Pabbly Connect to automatically add Shopify customers to Systeme.io. Follow our detailed step-by-step tutorial for seamless integration. 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. Introduction to Pabbly Connect for Shopify and Systeme.io

In this section, we will explore how to use Pabbly Connect to automate the addition of Shopify customers to Systeme.io. This integration allows you to streamline your customer management process by automatically transferring customer data from Shopify to Systeme.io whenever a new order is placed.

To get started, you need to sign up for Pabbly Connect. If you’re a new user, visit the Pabbly website and click on the ‘Sign Up for Free’ button. This will give you access to 100 free tasks every month, allowing you to explore the capabilities of Pabbly Connect without any cost.

2. Creating a Workflow in Pabbly Connect

Now that you have access to Pabbly Connect, it’s time to create your first workflow. Open the workflow builder and click on the ‘Add Trigger’ button. Here, you will select Shopify as your trigger application.

• Choose Shopify V2 as the application.
• Select the event as ‘New Order’.
• Click on ‘Connect’ to establish the connection.

This will generate a webhook URL that you will need to copy and use in your Shopify account to complete the integration.

3. Setting Up Webhook in Shopify

To connect Shopify with Pabbly Connect, you must set up a webhook. Go to your Shopify account and navigate to Settings > Notifications > Webhooks. Click on the ‘Create Webhook’ button.

• Choose ‘Order Creation’ as the event.
• Select ‘JSON’ as the format.
• Paste the webhook URL you copied from Pabbly Connect.
• Select the latest API version and click ‘Save’.

Once the webhook is set up, Pabbly Connect will be ready to receive data whenever a new order is placed in your Shopify store.

4. Testing the Integration with Pabbly Connect

To test the integration, you need to make a test purchase in your Shopify store. Go to your online store and select a product to purchase. Enter your customer details and complete the payment process.

After the purchase, return to Pabbly Connect and check if the webhook response has been captured. You should see the customer’s details, including their name, email, and phone number, indicating that the integration is working correctly.

5. Adding Action Step to Systeme.io in Pabbly Connect

Now that you have successfully set up the trigger, it’s time to add an action step to send the captured customer data to Systeme.io. In Pabbly Connect, click on ‘Add Action Step’ and select Systeme.io as your action application.

Choose ‘Create Contact’ as the event. Connect your Systeme.io account using the API key. Map the customer details from Shopify to the corresponding fields in Systeme.io.

After mapping the details, click on ‘Save and Send Test Request’. If successful, the customer’s information will be added to your Systeme.io contacts automatically.

Conclusion

With Pabbly Connect, you can seamlessly automate the addition of Shopify customers to Systeme.io, enhancing your customer management workflow. By following these steps, you can ensure that every new order is automatically reflected in your Systeme.io account, saving time and reducing manual effort.

Try this automation for your business today and experience the benefits of using Pabbly Connect for efficient workflow management!