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Automatically Send Shopify Orders to Pipedrive CRM

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Shopify with Pipe Drive, you need to access Pabbly Connect. Begin by visiting the Pabbly website at pabbly.com. Once there, sign into your existing account or create a new account to get started.

After signing in, you will be directed to the Pabbly apps page. From there, select Pabbly Connect to access the dashboard where you can manage your workflows and automations.

2. Creating a Workflow in Pabbly Connect

To automate the process, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name it “Automatically Send Shopify Orders to Pipe Drive CRM.” Select the appropriate folder and click ‘Create’ to proceed.

Enter a descriptive name for your workflow.
Select a folder for better organization.
Click ‘Create’ to finalize the workflow setup.

Your workflow is now ready to be configured with a trigger and action. This setup is crucial for automating the order management process between Shopify and Pipe Drive.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect to monitor new orders from Shopify. Choose Shopify as your trigger application and select “New Order” as the trigger event. Click on ‘Connect’ to establish the connection.

A webhook URL will be generated, which needs to be configured in your Shopify account. This URL will act as a bridge between Shopify and Pabbly Connect, enabling the automation to function seamlessly.

4. Configuring the Shopify Webhook

Now, navigate to your Shopify settings. Go to ‘Notifications’ and find the ‘Webhooks’ section. Click on ‘Create Webhook’ and select the event as “Order Creation” with JSON format. Paste the webhook URL provided by Pabbly Connect and save the changes.

Select “Order Creation” as the event.
Choose JSON format for the webhook.
Copy and paste the webhook URL into Shopify.

Once the webhook is set up, create a test order in your Shopify store to ensure the connection with Pabbly Connect is working correctly. This step will confirm that the order details are being captured in your workflow.

5. Adding Pipe Drive as an Action Application

After successfully capturing the order details, the next step is to add Pipe Drive as the action application in Pabbly Connect. Choose “Create a Person” as the action event and click ‘Connect’ to link your Pipe Drive account.

To establish this connection, you will need your Pipe Drive API token. Navigate to your Pipe Drive profile, go to ‘Personal Preferences’, and click on ‘API’ to retrieve the token. Enter this token in Pabbly Connect to finalize the connection.

Conclusion

This tutorial detailed how to integrate Shopify with Pipe Drive using Pabbly Connect. By following these steps, you can automate your order management process effectively, ensuring that every new order in Shopify is recorded in Pipe Drive seamlessly.