Automatically Add Shopify Customers to LeadSquared CRM Using Pabbly Connect

Learn how to automatically add Shopify customers to LeadSquared CRM using Pabbly Connect with this step-by-step tutorial. Streamline your workflow today! Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Shopify and LeadSquared Integration

To start the integration process between Shopify and LeadSquared CRM, you first need to access Pabbly Connect. This automation platform allows you to create workflows that connect different applications seamlessly. Begin by visiting the Pabbly Connect website and signing up for a free account.

Once you have your account set up, log in to your Pabbly Connect dashboard. From here, you can create a new workflow specifically for integrating Shopify with LeadSquared. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Shopify to LeadSquared’. This sets the stage for the automation process.

2. Setting Up the Trigger in Pabbly Connect for Shopify

The next step involves configuring the trigger in Pabbly Connect. In the trigger window, search for ‘Shopify’ and select it as the application. For the trigger event, choose ‘New Customer’. This event will initiate the workflow whenever a new customer is added to your Shopify store.

• Choose Shopify as the application.
• Select ‘New Customer’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

After copying the webhook URL, navigate to your Shopify account settings. Under the ‘Notifications’ section, scroll down to find the ‘Webhooks’ option. Click on ‘Create Webhook’ and paste the copied URL into the URL field. Select ‘Customer Creation’ as the event and set the format to JSON. Save the webhook to establish the connection between Shopify and Pabbly Connect.

3. Adding Customers to Shopify and Testing the Trigger

With the trigger set up, the next step is to add a new customer to your Shopify store. Go to the ‘Customers’ page in your Shopify admin and click on the ‘Add Customer’ button. Fill in the customer details, such as name, email, and phone number, and save the new customer.

Once you save the customer, return to your Pabbly Connect dashboard. You should see a response in the trigger window indicating that the customer data has been successfully received. This confirms that your Shopify store is now integrated with Pabbly Connect and is sending customer information correctly.

4. Setting Up the Action to Create a Lead in LeadSquared

Now that the trigger is working, it’s time to set up the action in Pabbly Connect to create a lead in LeadSquared. In the action window, search for ‘LeadSquared’ and select it. For the action event, choose ‘Create or Update Lead’.

• Select LeadSquared as the application.
• Choose ‘Create or Update Lead’ as the action event.
• Connect your LeadSquared account by entering the required API keys.

To obtain the API keys, log in to your LeadSquared account, navigate to the settings, and find the API and Webhooks section. Copy the access key, secret key, and API host, and paste them into the corresponding fields in Pabbly Connect. After saving the connection, map the customer details received from Shopify to the relevant fields in LeadSquared, such as first name, last name, email, and phone number.

5. Testing the Integration and Finalizing the Setup

After mapping the fields, it’s crucial to test the integration to ensure everything is functioning correctly. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will send the mapped data to LeadSquared and create a new lead.

Once the test is successful, navigate to your LeadSquared account to verify that the new lead has been created. You should see the customer details matching what you entered in Shopify. This confirms that the automation is working flawlessly and that new customers are automatically added to LeadSquared CRM through Pabbly Connect.

Conclusion

In this tutorial, we explored how to automatically add Shopify customers to LeadSquared CRM using Pabbly Connect. By following the steps outlined, you can streamline your workflow and ensure that all customer information is captured efficiently. This integration not only saves time but also enhances your customer management process.