Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To integrate Shopify with Zoho CRM, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website. If you are a new user, you can sign up for a free account, which allows you to create workflows with up to 100 tasks.

Once you log in, you will be directed to the dashboard. Here, you can create a new workflow by clicking on the “Create Workflow” button. This is where you will set up the integration between Shopify and Zoho CRM using Pabbly Connect.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow in Pabbly Connect. Select Shopify as the trigger application. The trigger event should be set to “New Order” to capture customer data each time an order is placed in your Shopify store.

  • Select Shopify as the trigger application.
  • Set the event to “New Order”.
  • Click the “Connect” button to generate a webhook URL.

After clicking connect, copy the generated webhook URL. You will need this URL to set up the webhook in your Shopify store, allowing Pabbly Connect to receive order data automatically.

3. Configuring Webhook in Shopify

Now that you have the webhook URL from Pabbly Connect, log in to your Shopify store. Navigate to the settings section and find the “Notifications” tab. Here, you will create a new webhook.

  • Go to “Settings” > “Notifications”.
  • Click on “Create Webhook”.
  • Select “Order Creation” for the event.
  • Set the format to JSON and paste the webhook URL.

Once you have configured the webhook, click “Save”. This establishes the connection between your Shopify store and Pabbly Connect, allowing it to capture order data automatically.

4. Testing the Integration

With the webhook set up, it’s time to test the integration. Place a new order in your Shopify store. Fill in the required customer details, including email, name, address, and phone number. After placing the order, return to Pabbly Connect to check if the trigger has captured the order details.

Once the order is confirmed, go back to your workflow in Pabbly Connect. You should see the order data reflected in the trigger section. This confirms that the integration is working correctly, and customer details are being captured seamlessly.

5. Adding Action in Zoho CRM

Now that the trigger is set up and tested, the next step is to add an action in Zoho CRM. In Pabbly Connect, select Zoho CRM as the action application and choose “Create Contact” as the action event.

Connect your Zoho CRM account by entering your domain and granting access. Once connected, you can map the customer data captured from Shopify to the respective fields in Zoho CRM. This includes first name, last name, email, and address.

  • Map the first name and last name from Shopify data.
  • Add the email address and phone number.
  • Include the address details and product information.

After mapping the fields, click on “Send Test Request” to verify that the contact is created successfully in Zoho CRM. If everything is set up correctly, you will see the new contact in your Zoho CRM account.

Conclusion

In this tutorial, we demonstrated how to integrate Shopify with Zoho CRM using Pabbly Connect. By following these steps, you can automate the process of capturing customer data seamlessly, eliminating manual entry and potential errors. This integration enhances your business efficiency and ensures accurate data management.