Tired of creating a box in Streak CRM for each and every Shopify customer manually. And want to automate it in one go? If yes! Then here in this blog, we can help you in automating the task by using Pabbly Connect.
Basically, Pabbly Connect is an integration & automation tool that lets you share data from one application to another in real-time. So, don’t worry about creating a box in Streak CRM from new Shopify customer manually. Because in just one go, Pabbly Connect will take care of it. And the best part is that you don’t have to use any coding skills & even beginners can use it efficiently.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Before that, let’s learn a little about the services. Shopify is an e-commerce platform that allows you to create an online store to sell, ship, and manage your products. Whereas, Streak CRM is a customer relationship management tool and productivity software built for Gmail that empowers you to manage all your work right in your inbox.
Moreover, once you set-up this workflow a new box will be created automatically to your Streak CRM account whenever a customer is enrolled in Shopify.
Also, we are enclosing a video for the same integration as well. Just have a look at it –
Apart from that, we’ve also attached the template for the same to help you get started immediately. You can simply tap on the image below to get started. Moreover, you can go to the Markeyplace & look for more integrations/apps.
So, let’s begin the blog about how to create box in Streak CRM for newly added Shopify customer.
Step 1: Sign up to Pabbly Connect
Begin the process to create a new box in Streak CRM for newly added Shopify customer by pressing the “Sign Up Free” icon on the Pabbly Connect home page. Moreover, you can either manually fill-up all the details or else sign up via Gmail account.
Try Pabbly Connect for FREE
Following that, press the “Access Now” button of the Connect section in the dashboard. Now, start by creating a workflow for your project by clicking on the button named ‘Create Workflow’. Afterward, simply name the workflow just like in the above-shown image. I named the workflow “Shopify Integrations”, you can obviously name the workflow as per your requirements. Once you are done naming your workflow, now it’s time to select the application you want to integrate. Pabbly Connect lets you integrate countless premium applications, tap here to create your free account now. Now, it’s time to select the application that you want to integrate. As here, we are choosing “Shopify” for integration, & in the method section, select “New Customer”. Next, just copy the webhook URL as shown in the above image. Now, to connect Shopify with Pabbly Connect, you have to paste the copied webhook URL in the software. And to do so, you have to log in to your Shopify account. After log in to your Shopify account, hit the “Settings” option given at the bottom of the screen. Next, click on the option named as “Notifications” to proceed further. Subsequently, scroll down the page and click on the “Create Webhook” button to paste the copied webhook URL. Eventually, a dialogue box will pop-up, here select “Customer Creation” in the event section & then paste the copied webhook URL. Once you are done making all the changes, simply click on the button named “Save Webhook”. Now, we will create a dummy customer on Shopify to check the working of this integration by capturing the data from Shopify. Next, open the online store page of Shopify in the new tab & click on the “Create Account” option. Next, add all the required details of the customer such as name, email, etc, and click on the button named “Create”. Later, tap on the captcha checkbox and then click on the “Submit” button. Before that, make sure to click on the “Capture Webhook Response” button in Pabbly Connect to capture the data. Once you click on the “Submit” button in Shopify, the customer info will appear on the Pabbly Connect dashboard. Now, hit the “Save” option to save the entire workflow. First of all, you will have to get the “Stages key from Streak CRM to integrate with Shopify. And to do so, you will have to first connect Streak CRM to Pabbly Connect. For that, you will have to paste the ‘API key’ from your Streak CRM account to Pabbly Connect. Hence to get it, you have to log in to your Streak CRM account. Next, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘Streak CRM’ as the application and select ‘Get All Stages’ as an “Action Event”. Next, simply tap on the ‘Connect with Streak CRM’ button to move forward. Now, in order to get the API key, press the ‘Home’ icon in your Streak CRM dashboard. Now, click on the “Integrations” option to move on to the next step. Now scroll down the page, you will find the Streak API option, just click on the ‘Get API Key’ button. Next, simply copy the given API Key to proceed further. Now, paste the API Key in the respective column and click on the “Save” button. Now, map the respective fields and click on the “Save & Send Test Request” button. Now, as we have got all the stages key, simply click on the “Save” button. Now, to create new box in Streak CRM from new Shopify customer, you will have to set another action. Now, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘Streak CRM’ as the application and select ‘Create New Box’ as an “Action Event”. Next, simply tap on the ‘Connect with Streak CRM’ button and select the previous credentials. Now, map the fields and click on the “Save & Send Test Request” button. In the end, when you check your Streak CRM dashboard, the contact has been created from new Shopify customer. That’s it! Now you know the answer to your question “How to Create New Box in Streak CRM from New Shopify Customer in real-time?”. Just follow all the step by step procedure mentioned above & your Shopify to Streak CRM integration is set. So, what are you waiting for? Go ahead and catch your deal by signing up for a free account.Step 2: Access Pabbly Connect
Step 3: Workflow for Shopify with Streak CRM Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for Shopify with Streak CRM Integration
(a) Select Application you Want to Integrate
(b) Copy the Webhook URL
Step 5: Connecting Shopify to Pabbly Connect
(a) Click on Shopify Settings
(b) Click on Notifications
(c) Click on Create Webhook
(d) Paste the Webhook URL
Step 6: Add a Sample Customer
(a) Click on Create Account
(b) Add Details
(c) Click Submit Button
Step 7: Test the Response in Pabbly Connect Dashboard
Step 8: Setting Action to Get the Stages Key
(a) Select Application you Want to Integrate
(b) Click on Home Button
(c) Click on Integrations Option
(d) Press Get API Key Button
(e) Copy the API Key
(f) Paste the API Key
(g) Save & Send Test Request
(h) Click on Save Button
Step 9: Setting Action for Shopify with Streak CRM Integration
(a) Select Application you Want to Integrate
(b) Map the Feilds
Step 10: Check Response in Streak CRM Dashboard
Conclusion –
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