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Automatically Add Customers to Salesforce CRM

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating your Shopify orders into Salesforce CRM, you first need to access Pabbly Connect. Open your web browser and navigate to pabbly.com/connect.

On the Pabbly Connect homepage, you will find two options. If you are a new user, click on “Sign Up for Free” to receive 300 tasks every month. Existing users can simply click “Sign In” to access their dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in, you will see all Pabbly applications. Click on “Access Now” under Pabbly Connect to enter the dashboard. Here, you can create a workflow that connects Shopify and Salesforce CRM.

Select “Create from Scratch” for a detailed setup.
Choose “Create Using AI” for AI-driven automation.
Use “Quick Builder” for a fast setup.

For this tutorial, we will use the Quick Builder. Describe your workflow as “When a new order comes in from Shopify, add it to Salesforce”. Select the trigger “New Order” from Shopify V2 and the action “Create Contact” in Salesforce.

3. Setting Up the Webhook in Shopify

Once your workflow is created, you will receive a webhook URL from Pabbly Connect. This URL will connect your Shopify store to Pabbly Connect. Copy the webhook URL for the next steps.

Log in to your Shopify account, go to “Settings” and then “Notifications”. Here, locate the “Webhooks” section and create a new webhook for the event “Order Creation”. Set the format to JSON and paste the copied webhook URL. Save the changes to establish the connection.

4. Testing the Integration with a Test Order

To ensure that your integration works, you need to test it by placing a test order on your Shopify store. Select a product, add it to your cart, and proceed to checkout. Enter dummy customer details, including an email address like [email protected], and complete the payment.

Once the order is placed, check your Pabbly Connect workflow. You should see a successful response indicating that the order details, including customer information, have been captured correctly. This confirms that the webhook is functioning properly.

5. Mapping Customer Data to Salesforce CRM

With the order details received, the next step in Pabbly Connect is to map this data to create a new contact in Salesforce CRM. You will need to provide details such as first name, last name, email, and phone number.

Instead of manually entering this information, use the mapping feature. For example, map the first name from the order details to the first name field in Salesforce. Complete the mapping for all required fields and click on “Save and Send Test Request” to create the contact.

Once you receive a successful response, check your Salesforce CRM. You should see the new contact created successfully, confirming that the automation is complete and functioning as intended.

Conclusion

In this tutorial, we demonstrated how to automate Shopify orders into Salesforce CRM using Pabbly Connect. By following these steps, you can streamline your order management process and enhance customer relationship management.