From Order to CRM Automatically (E-Commerce Automation)

Learn how to automate your e-commerce orders from Shopify to Zoho CRM using Pabbly Connect. Step-by-step guide 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. Accessing Pabbly Connect for E-Commerce Automation

To begin automating your e-commerce workflow, you need to access Pabbly Connect. Open a new tab and navigate to Pabbly.com/connect. This platform allows you to automate and integrate various applications without any coding knowledge.

On the Pabbly Connect homepage, you will find options to sign in or sign up for free. New users should select sign up free to get started with 100 free tasks monthly. Existing users can simply sign in to access their dashboard.

2. Creating Your Automation Workflow with Pabbly Connect

Once logged in to Pabbly Connect, navigate to the dashboard and click on the Access Now button under Pabbly Connect. To create a new workflow, click on the plus create workflow button. You will be prompted to choose between creating from scratch or using AI.

• Select create from scratch.
• Choose the new beta version for a modern workflow experience.
• Name your workflow: From Order to CRM Automatically.

After naming your workflow, click on the create button to proceed. This sets the foundation for automating your Shopify to Zoho CRM integration.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select Shopify as your trigger application and choose the new order event. Click the connect button to generate a webhook URL.

Copy the webhook URL and head to your Shopify admin page. In the settings, navigate to notifications and find the webhooks section. Click on create webhook and set the event to order creation, format it as JSON, and paste the webhook URL. Save the changes to establish the connection.

4. Testing Your Integration with Pabbly Connect

To test the integration, make a test purchase from your Shopify store. Enter the required details, such as first name, last name, email address, and payment information, and confirm the order. After confirming the order, return to Pabbly Connect to check for the webhook response.

If the integration is set up correctly, you should see the order details populated in Pabbly Connect. This confirms that the data from Shopify is successfully being captured.

5. Creating a New Contact in Zoho CRM

Next, you will set up the action to create a new contact in Zoho CRM. In Pabbly Connect, select Zoho CRM as the action application and choose create contact as the event. Click the connect button to link your Zoho CRM account.

Provide your Zoho domain and authorize Pabbly Connect to access your account. Now, map the fields from the Shopify response to the corresponding fields in Zoho CRM, such as first name, last name, email, and phone number.

Once mapping is complete, click on save and send test request to verify that the contact is created in Zoho CRM. Refresh your Zoho CRM to see the new contact reflecting the information entered during the Shopify order.

Conclusion

In this tutorial, we explored how to automate your e-commerce workflow using Pabbly Connect to integrate Shopify with Zoho CRM. By following these steps, you can streamline the process of capturing customer data from orders without manual input. This automation not only saves time but also enhances efficiency in managing your customer relationships.