Looking for a way to add Salesforce lead from new Shopify orders? If yes!! Then look no further, as here you are going to get a step by step guide to integrate Shopify with Salesforce using Pabbly Connect.
So that whenever a new order will get placed in Shopify, the customers will automatically get added as a lead in Salesforce.
Wouldn’t it be great, if you can just connect one application to another using the third party application to transfer data automatically? Therefore, here in this blog, we’ll be using Pabbly Connect to do so, as it is one of the best automation and integration tool to automate tasks in no time.
Before getting started, let’s know a little bit about both software. Primarily, Shopify is an e-commerce platform that lets you build your own store. Whereas, Salesforce is a cloud computing service that allows businesses to use cloud technology to better connect with customers, partners, and potential users.
Consequently, by connecting Shopify with Salesforce, you can easily add the customers from Shopify as leads in your Salesforce account whenever an order is placed in Shopify in real-time. This way you can save yourself from doing all the repetitive work & can ultimately save a lot of time & effort.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Pabbly Connect enables you to integrate unlimited premium applications without any coding skills. Solely integrate it once & relax, it will handle all the workload later. Besides, you can access all the features even in its free plan.
Also, we have a template for this integration that can assist you to get started quickly. Solely go to the App Directory and look for the apps you use to get started. Further, tap on the Use Workflow button below to get started.
So, let’s begin step by step procedure to integrate Salesforce with Shopify using Pabbly Connect.
Step 1: Sign up to Pabbly Connect
Begin the process to add Salesforce lead from new Shopify orders by pressing the “Sign Up Free” button on the Pabbly Connect home page. Then, either manually fill-up all the details or sign up using your Gmail account.
Try Pabbly Connect for FREE
Next, after logging into the account, push the “Access Now” button of the Connect section in the dashboard. Commence the process by creating a workflow for your project by pushing the ‘Create Workflow’ button to integrate Shopify and Salesforce. Quickly, name the workflow just like in the above-shown image. I named the workflow “Shopify Integrations”, you can obviously name the workflow as per your requirements. Now, select the application you want to integrate. Pabbly Connect allows you integrate countless premium applications, tap here to create your free account now.Step 2: Access Pabbly Connect
Step 3: Workflow for Shopify with Salesforce Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for Shopify with Salesforce Integration
(a) Select Application you Want to Integrate
Now, select “Shopify” from the dropdown option, then choose the method as “New Order”.
(b) Copy the Webhook URL
Immediately, copy the webhook URL which is appearing on the dashboard.
Step 5: Connecting Shopify to Pabbly Connect
Later, to add Salesforce lead for every new Shopify orders, you gotta paste the copied Webhook URL in the software. And for that, you have to log in to your Shopify account.
(a) Go to Shopify Settings
Forthwith, go to the “Settings” section at the bottom of the dashboard after signing in to your Shopify account.
(b) Click on Notifications
Ultimately, a tab with a different option will open-up so that you can paste the Webhook URL. Simply hit the “Notifications” option.
(c) Move to Webhook Option
Eventually, you will see the Webhook option below in the “Notification” tab, just hit the “Create Webhook” button.
(d) Paste the Webhook URL
A window will open up with a certain option, once you hit the “Create Webhook” button. In “Event”, choose “Order Creation” from the dropdown, the “Format” would be JSON. Simply paste the copied URL in the “URL” section. Then, hit “Save Webhook” to save the setting.
(e) Make a Purchase to Test Shopify Integration
Following that, to test the integration among Shopify & Pabbly Connect, now make a dummy purchase in your Shopify account of any product. Furthermore, enter all the required details and press the “Continue Shipping” button. Before that, you need to go to the Pabbly Connect dashboard and press the button named “Capture Webhook Response”.
Step 6: Test the Response in Pabbly Connect Dashboard
As you can see, the entry has appeared on the “Pabbly Connect” dashboard. Now, press the “Save” option.
Step 7: Setting Actions for Shopify to Salesforce Integration
Subsequently, in order to make this Shopify-Salesforce integration work, you have to choose an action for your trigger.
(a) Select Application you Want to Integrate
Now, press the + icon to add an action to your trigger. We will choose “Salesforce” from the drop-down field here. Then, select the choose the method as “Create Lead”.
(b) Click the Connect Button
Immediately, after selecting the application, press the “Connect” button.
Step 8: Connecting Salesforce to Pabbly Connect
(a) Authorize Salesforce Account
Later, it will ask for account authorization for which you have to press the “Connect” button.
(b) Map Field Data
Later on, it will automatically fetch the data of the organization and type after successful login. Then, all you have to do is map the required field from drop-down like for the email field, select the email option, and for the name field select the name option.
(c) Save and Send Test Request
After making all the changes, save the setting and then “Send Test Request”.
Step 9: Test the Response in Pabbly Connect Dashboard
Now, the data has been successfully sent to Salesforce. Forthwith, tap on the “Save” button to save the whole workflow.
Step 10: Check Response in Salesforce Dashboard
Finally, when you check the Salesforce dashboard, the lead has been successfully captured from the Shopify account.
Now you know how to integrate Salesforce and Shopify using Pabbly Connect. This is a one-time process, after this every time whenever an order is placed in Shopify, the customer’s data will get append in sales automation software.
Conclusion –
That’s it! Here we provide in detail “How to add Salesforce Lead from new Shopify orders” using the software. Just follow the step by step procedure mentioned above & your Shopify to Salesforce integration will be set.
So, what are you waiting for? Go ahead and catch your deal by signing up for a free account.
