Products
- Pabbly Plus
  Pabbly Plus provides access to all Pabbly applications at a single price. You will have access to Pabbly Connect, Pabbly Subscription Billing, Pabbly Chatflow, Pabbly Email Marketing, Pabbly Form Builder and Pabbly Hook.
  
  Pabbly Connect
  Integrate different applications and start automating your work.
  
  Pabbly Subscription Billing
  Start accepting one-time and recurring subscription payments.
  
  Pabbly Chatflow
  Automate WhatsApp conversations effortlessly.
  
  Pabbly Email Marketing
  Send email newsletters to your subscribers and customers.
  
  Pabbly Form Builder
  Create professional forms for your business with no code builder.
  
  Pabbly Hook
  Webhook event handling for scalable applications.
Sign In

Add Shopify Customers to Your CRM Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Your Integration

To start automating your Shopify store with Zoho CRM, you first need to access Pabbly Connect. Simply visit the Pabbly Connect URL, which is pabbly.com/connect, to reach the dashboard.

Here, you have two options: if you’re a new user, click on “Sign Up Free” to create your account. Existing users can click on “Sign In”. Once signed up, you’ll get 100 free tasks every month to explore automation features.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the “Create Workflow” button to begin. Use the Quick Builder feature to streamline the setup process.

Select the trigger as Shopify V2’s “New Order”.
Choose the action as “Create Contact” in Zoho CRM.
Click “Approve” to finalize your workflow settings.

This will prepare Pabbly Connect to fetch customer data from Shopify and send it to Zoho CRM automatically.

3. Setting Up the Webhook in Shopify

To establish a connection between Shopify and Pabbly Connect, you need to set up a webhook. Copy the provided webhook URL from your workflow page.

Next, navigate to your Shopify account and go to Settings > Notifications. Here, select the “Webhooks” option and click on “Create Webhook”. Choose the event “Order Creation” and paste the copied webhook URL. Save your settings to complete the integration.

4. Testing the Integration Between Shopify and Zoho CRM

After setting up the webhook, it’s time to test the integration. Go back to Pabbly Connect and click on “Recapture Webhook Response”. This will allow you to check if the data from Shopify is being sent correctly.

Make a test purchase in your Shopify store. Once the order is completed, return to Pabbly Connect to see if you received the order details. You should see a response with customer data, confirming the integration is working.

5. Creating a Contact in Zoho CRM

With the order data received, the next step is to create a contact in Zoho CRM. In Pabbly Connect, select Zoho CRM and click on “Connect” to build a new connection. Enter your Zoho domain and allow access to complete the connection.

Map the fields from the Shopify order to the Zoho CRM contact fields. This includes first name, last name, email, and phone number. Once mapped, click on “Save and Send Test Request” to finalize the contact creation. You should see a success message indicating that the contact was created.

Conclusion

By following these steps, you can automate the integration between Shopify and Zoho CRM using Pabbly Connect. This not only saves time but also ensures that your customer data is managed efficiently. Start using Pabbly Connect today to enhance your business automation!