How to Automatically Add Shopify Customers to CRM

Learn how to automatically add Shopify customers to your CRM using Pabbly Connect. This step-by-step tutorial covers everything you need to know. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the process of adding Shopify customers to your CRM, you first need to access Pabbly Connect. Start by navigating to Pabbly’s website and entering Pabbly.com/connect in your browser.

Once there, you will see options to either sign in or create a free account. If you’re a new user, click on the ‘Sign Up Free’ button to get started with 100 free tasks every month. Existing users can simply log in to their account.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to the dashboard. Here, you need to create a new workflow by clicking on the ‘Create Workflow’ button. This will open a dialog box where you can name your workflow.

• Name your workflow something descriptive like ‘Automatically Add Shopify Customers to CRM’.
• Select a folder for your workflow, such as ‘Automations’.

Once you have named your workflow and selected the appropriate folder, click on the ‘Create’ button to proceed. This will set up the framework for your automation process.

3. Setting Up the Trigger for Shopify Orders

The next step involves setting up the trigger for your workflow in Pabbly Connect. Since you want to capture new orders from Shopify, select Shopify as your trigger application. Choose the event as ‘New Order’ and click on ‘Connect’.

You will receive a Webhook URL that needs to be copied and added to your Shopify account. Go to your Shopify settings, navigate to notifications, and create a new Webhook. Set the event to ‘Order Creation’ and paste the Webhook URL from Pabbly Connect.

4. Mapping Data from Shopify to Zoho CRM

Now that the trigger is set, the next step is to map the data from Shopify to your Zoho CRM using Pabbly Connect. For this, select Zoho CRM as your action application and choose the event as ‘Create Contact’.

• Map the fields such as first name, last name, email, and phone number from Shopify to Zoho CRM.
• Ensure that you have selected the correct domain for Zoho CRM.

After mapping the data, click on ‘Save & Send Test Request’. This will create a new contact in your Zoho CRM based on the Shopify order details.

5. Testing the Integration

Finally, it’s crucial to test your integration to ensure everything works smoothly. Place a test order on your Shopify store and check if the customer details appear in your Zoho CRM. You should see the new contact created automatically.

If everything is set up correctly, you will receive a confirmation in Pabbly Connect that the data has been sent successfully. This confirms that your automation is working as intended, allowing you to focus on other aspects of your business.

Conclusion

In conclusion, using Pabbly Connect to automatically add Shopify customers to your CRM streamlines your business processes. By following these steps, you can ensure that every new customer is recorded without manual effort, enhancing your efficiency and productivity.