How to Automatically Add Shopify New Orders to Salesforce — No Manual Data Entry

Learn how to automatically add Shopify new orders to Salesforce with Pabbly Connect, eliminating manual data entry. Follow this detailed tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the addition of Shopify new orders to Salesforce, first, access Pabbly Connect by visiting Pabbly.com. This platform serves as the central hub for integrating your applications seamlessly.

After accessing the website, sign in to your existing Pabbly account or create a new one if you are a first-time user. New users can sign up for free and get 100 tasks monthly to explore Pabbly Connect’s capabilities.

2. Creating a New Workflow in Pabbly Connect

Once signed in, navigate to the Pabbly Connect dashboard and click on ‘Create Workflow’. Here, you will name your workflow ‘Automatically Add Shopify New Orders to Salesforce – No Manual Data Entry’. This name reflects the purpose of the automation. using Pabbly Connect

• Select the new beta workflow builder for a modern experience.
• Choose a folder for your workflow, such as ‘All Automations’.

This step sets up your workflow framework, allowing you to specify the trigger and action applications to automate the order process efficiently.

3. Setting Up Shopify as the Trigger Application

In this step, you will set Shopify as the trigger application within Pabbly Connect. Select the trigger event as ‘New Order’ from the Shopify V2 options. This configuration ensures that every new order placed in Shopify will initiate the workflow.

After selecting the trigger event, Pabbly Connect provides a webhook URL. This URL will act as a bridge to connect your Shopify store with Pabbly Connect. Copy this webhook URL and proceed to your Shopify store settings.

4. Configuring the Shopify Webhook

To set up the webhook, go to your Shopify store’s settings, then navigate to ‘Notifications’. Here, create a new webhook by selecting ‘Create Webhook’. Choose the event as ‘Order Creation’ and set the format to JSON. using Pabbly Connect

• Paste the previously copied webhook URL into the appropriate field.
• Select the latest API version for the webhook.

Once you save the webhook, return to Pabbly Connect. The platform will now wait for a webhook response, indicating that the connection is established and ready for testing.

5. Testing the Setup and Adding to Salesforce

To test the integration, create a new order in your Shopify store. Fill in the necessary details and complete the payment. Once the order is confirmed, check Pabbly Connect to see if the webhook response is captured successfully. using Pabbly Connect

After confirming the response, add Salesforce as the action application in your workflow. Select the action event as ‘Create Lead’ and connect to your Salesforce account. Use the mapping feature to dynamically input the order details into Salesforce, ensuring that each new order is reflected in your CRM.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically add Shopify new orders to Salesforce, eliminating the need for manual data entry. By following the steps outlined, you can streamline your order management process and enhance efficiency.