How to Create Shopify Customer on Zoho Forms Submission Using Pabbly Connect

Learn how to automate creating Shopify customers from Zoho Forms submissions using Pabbly Connect in this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Zoho Forms and Shopify Integration

To create a Shopify customer on Zoho Forms submission, the first step is to access Pabbly Connect. This platform enables seamless integration between Zoho Forms and Shopify, automating the customer creation process.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for free and receive 100 tasks monthly. Existing users should log in to their accounts. Once logged in, click on the ‘Access Now’ button for Pabbly Connect to enter the dashboard.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is creating a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow. using Pabbly Connect

• Name your workflow as ‘Create Shopify Customer on Zoho Form Submission’.
• Select a folder for your workflow, such as ‘Shopify Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

Now, your workflow is ready. You will see two sections labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the workflow, while the action is what happens as a result.

3. Configuring Trigger with Zoho Forms

For the trigger application, select ‘Zoho Forms’. This integration allows Pabbly Connect to capture form submissions automatically. Choose the trigger event as ‘New Form Submitted’. using Pabbly Connect

Pabbly Connect will provide you with a unique webhook URL. This URL is essential for connecting Zoho Forms to Pabbly Connect. Copy this URL and proceed to your Zoho Forms account.

• Open the form you created for lead collection.
• Navigate to the integration section and select ‘Webhooks’.
• Paste the copied webhook URL and set the content type to ‘Application JSON’.

After saving the configuration, return to Pabbly Connect to check if the webhook response is captured. This confirms that Zoho Forms is successfully integrated with Pabbly Connect.

4. Setting Up Action to Create Customer in Shopify

Once the trigger is configured, the next step is to set up the action. Select ‘Shopify Legacy’ as the action application and choose ‘Create Customer’ as the action event. Click on the connect button to establish a connection. using Pabbly Connect

You will need to enter your Shopify subdomain and the Admin API access token. To find your subdomain, log into your Shopify account, navigate to ‘Online Store’, and copy the URL between ‘https://’ and ‘myshopify.com’.

Go to Shopify settings and click on ‘Apps and Sales Channels’. Create a new app to generate the Admin API access token. Set the app name and configure the necessary API scopes for customer access.

After saving the app and obtaining the token, paste it into Pabbly Connect and save your settings. This establishes a connection between Shopify and Pabbly Connect.

5. Mapping Data for Creating Shopify Customer

With the connection established, it’s time to map the data from Zoho Forms to Shopify. This step ensures that the customer details submitted through the form are correctly added to Shopify. using Pabbly Connect

In Pabbly Connect, you will see fields for first name, last name, email, phone number, and address. Click on each field to map the corresponding data from the previous step, which contains the form submission details.

Select the first name from the previous response. Repeat this for last name, email, phone number, and address fields. Set any additional fields such as notes or marketing preferences as needed.

After mapping all required fields, click on the ‘Save and Send Test Request’ button. If successful, a new customer will be created in your Shopify account based on the Zoho Forms submission.

Conclusion

In this tutorial, we successfully automated the process of creating Shopify customers from Zoho Forms submissions using Pabbly Connect. This integration saves time and eliminates manual data entry, allowing for efficient lead management.

By following the steps outlined above, you can easily set up this automation and enhance your e-commerce operations. Pabbly Connect is an invaluable tool for integrating various applications seamlessly.