Automatically Add Shopify Customers to Zoho CRM Using Pabbly Connect

Learn how to automatically add Shopify customers to Zoho CRM as contacts using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the process of adding Shopify customers to Zoho CRM, the first step is accessing Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account. This platform allows you to create automation workflows without any coding skills.

Once you log in to your Pabbly Connect dashboard, you can begin creating your workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Shopify to Zoho CRM Automation’. This sets the stage for integrating Shopify and Zoho CRM through Pabbly Connect.

2. Setting Up the Trigger with Shopify

In this section, we will set up the trigger in Pabbly Connect. The trigger will be a new customer signing up on your Shopify store. Select Shopify as your trigger application and choose the trigger event as ‘New Customer’. This event will initiate the workflow whenever a new customer is created.

• Choose the trigger application as Shopify.
• Select the trigger event as New Customer.
• Copy the generated webhook URL for Shopify settings.

This webhook URL will be used to connect Shopify to Pabbly Connect. Next, navigate to your Shopify store settings to create a webhook that sends customer data to this URL. This connection is crucial for fetching customer details automatically.

3. Creating a Webhook in Shopify

To create a webhook in Shopify, go to the ‘Settings’ section and click on ‘Notifications’. Scroll down to find the ‘Webhooks’ section and click on the ‘Create Webhook’ button. Here, you will select the event as ‘Customer Creation’ and set the format to JSON.

Paste the copied webhook URL from Pabbly Connect into the URL field. After selecting the API version as the latest, click on ‘Save’ to finalize the webhook setup. This step ensures that whenever a new customer is added in Shopify, the data will be sent to Pabbly Connect.

4. Mapping Data to Zoho CRM

After setting up the webhook, the next step is to map the customer data to Zoho CRM. In Pabbly Connect, add a new action step and choose Zoho CRM as your action application. Select the action event as ‘Insert Record’ to create a new contact in Zoho CRM.

When connecting Zoho CRM, you will need to provide the domain of your Zoho account. After connecting, select the ‘Contacts’ module to ensure that the new Shopify customer is added as a contact. Map the customer details from Shopify to the corresponding fields in Zoho CRM, such as first name, last name, and email address.

• Select ‘Insert Record’ as the action event in Zoho CRM.
• Map the Shopify customer details to Zoho CRM fields.
• Test the connection to ensure data is transferred correctly.

Once the mapping is complete, click on ‘Save and Send Test Request’ in Pabbly Connect to verify that a new contact is created in Zoho CRM with the details you mapped.

5. Finalizing the Automation

After testing the connection, you will see the new contact appear in your Zoho CRM. This confirms that Pabbly Connect has successfully integrated Shopify with Zoho CRM. The automation is now complete, and you only need to set it up once.

From now on, every time a new customer signs up on your Shopify store, their details will be automatically added to Zoho CRM as a contact. This automation saves time and improves productivity by eliminating manual data entry.

To further enhance your experience, you can clone the workflow created in Pabbly Connect and start using it immediately. This allows you to easily replicate the same setup for other stores or applications.

Conclusion

In this tutorial, we demonstrated how to automatically add Shopify customers to Zoho CRM as contacts using Pabbly Connect. This integration streamlines your workflow and enhances productivity by automating customer data management. By following these steps, you can set up a seamless connection between Shopify and Zoho CRM.