What if you can automate the manual task of creating Zoho CRM contact for newly added Shopify customers in real-time and that too without any coding.
Wouldn’t that be too helpful and time-saving for you? Well, If only you can use a connecting service that can enable you to migrate information then you are all set. In this blog, I’ll be using Pabbly Connect to do so, as I found it as the easiest way to automate my tasks within just a few clicks.
But before starting with the integration process, let’s know a bit about the software that we are about to integrate. Basically, Shopify is an e-commerce platform that offers you to create a website and use their shopping cart solution to sell, ship, and manage your products. On the other hand, Zoho CRM is an online customer relationship management software for managing your sales, marketing, support in a single system.
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
Consequently, integrating these two services can help you import all the Shopify customers to Zoho CRM as contacts in real-time. This way you can keep all your customers updated about all the latest updates and news. Hence, you don’t have to worry about doing redundant work & can ultimately save a lot of time and effort.
Pabbly Connect is one of the best integration and automation tools that can help you integrate unlimited premium applications, set unlimited triggers & actions, create infinite workflows, and so much more. Besides, to do so, you don’t even need to have any coding skills. Simply integrate it once and relax, it will handle all the workload later. Moreover, you can access all the features even in its free plan.
Thus, without taking any more of your time, let’s start the blog about how to create Zoho CRM contact for newly added Shopify customers.
Step 1: Sign up to Pabbly Connect
We will begin the process to create Zoho CRM contact for newly added Shopify customers by clicking on the “Sign Up Free” icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.
Try Pabbly Connect for FREE
Next, after logging into the account, click on the “Access Now” button of the Connect section in the dashboard. Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button. Now, you need to name the workflow just like in the above-shown image. I named the workflow “Shopify to Zoho CRM”, you can obviously name the workflow as per your requirements. As soon as you are done with naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to integrate unlimited premium applications, create your free account now. Now, you have to select the application that you want to integrate. In this case, we are choosing “Shopify” for integration. In the method section, select “New Customer”. After selecting the application, now you have to copy the webhook URL just like in the above-shown image to take further the integration process. To connect Shopify with Pabbly Connect, you have to paste the copied webhook URL in the software. For that, you have to log in to your Shopify account. After logging into your Shopify account, click on the “Settings” option given at the bottom of the screen. Next, you need to click on the “Notifications” option given among several other options. Now, just scroll down and then click on the “Create Webhook” button to paste the copied webhook URL. A dialogue box will appear on your screen, here select “Customer Creation” in the event section and then paste the copied webhook URL. After making all the changes click on the “Save Webhook” button. To check this integration, we will capture the data from Shopify, and for that, we will create a dummy customer on Shopify. To add a customer, first, you have to open the online store page of Shopify in the new tab and then click on the “Create Account” option. In this step, now you have to add all the required details of the customer like name, email, etc and hit the “Create” button. Next, simply click on the captcha checkbox and then click on the “Submit” button. But before clicking on the button, click on the “Capture Webhook Response” in Pabbly Connect to capture the data. Once you click on the “Capture Webhook Response” in Pabbly Connect and “Submit” in Shopify, the customer info will appear on the Pabbly Connect dashboard. Then, click on the “Save” option. To make this Shopify-Zoho CRM integration work, you have to choose the action for your trigger. Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose “Zoho CRM” to integrate and in the method section select “Create Contact”. After choosing the application click on the “Connect with Zoho CRM” button to move forward. To connect Zoho CRM to Pabbly Connect, you have to authenticate the application. For this, you have to log in to your Zoho CRM account. Next, to authenticate your Zoho CRM account, you need to again click on the “Connect with Zoho CRM” button. Now, enter your domain name in the appeared dialogue box. You can find the domain name in your Zoho CRM account URL. To finally connect Zoho CRM to Pabbly Connect, click on the “Accept” button. After connecting with your Zoho CRM account, map all the fields quickly like name, email, etc. Once you are done adding up all field data click on the “Save & Send Test Request” button. Here, you can see that integration was successful and the customer has been added to the Zoho CRM account as a contact automatically from Shopify. Now, whenever there will be any new customers in your Shopify account, it will be automatically added to your Zoho CRM account as contacts. Well, this is all about “How to Create Zoho CRM Contact for Newly Added Shopify Customers”. Consequently, after completing the step by step procedure, you will end up adding Zoho CRM contacts from new Shopify customers automatically. Pabbly Connect is the only automation and integration tool that you’ve been waiting for. You won’t have to pay anything to create an account and you can work on it without any coding skills. Now, try Pabbly Connect for FREE for all its premium features. For any further queries/suggestions, do comment below.Step 2: Access Pabbly Connect
Step 3: Workflow for Shopify with Zoho CRM Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for Shopify with Zoho 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 for Shopify with Zoho CRM Integration
(a) Select Application you Want to Integrate
(b) Click the Connect Button
Step 9: Connecting Zoho CRM to Pabbly Connect
(a) Click on Connect Button
(b) Enter Domain Name
(c) Click Accept
(d) Map the Fields
(e) Send Test Request
Step 10: Check Response in Zoho CRM Dashboard
Conclusion –
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