Integrate Shopify Customers with Keap Using Pabbly Connect

Learn how to automatically add new Shopify customers as contacts in Keap using Pabbly Connect. Step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To integrate Shopify with Keap, the first step is to access Pabbly Connect. This powerful automation tool allows users to connect various applications seamlessly.

Begin by visiting the Pabbly Connect website and signing up for an account. Once logged in, you will be ready to create your first integration workflow.

2. Create a New Integration Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. This initiates the process of setting up your integration between Shopify and Keap.

• Select Shopify as your trigger application.
• Choose the trigger event, such as ‘New Customer’.
• Connect your Shopify account by entering the necessary credentials.

Once you have set up the trigger, you can proceed to configure the action in Keap. This step is crucial for ensuring that every new Shopify customer is automatically added as a contact in Keap.

3. Configure Action in Keap Using Pabbly Connect

Now that you have set up the trigger from Shopify, the next step involves configuring the action in Keap through Pabbly Connect. Select Keap as your action application.

Choose the action event, such as ‘Add Contact’. You will need to map the fields from Shopify to Keap. This includes customer details like name, email, and phone number.

• Map the ‘First Name’ from Shopify to ‘First Name’ in Keap.
• Map the ‘Last Name’ from Shopify to ‘Last Name’ in Keap.
• Map the ‘Email’ from Shopify to ‘Email’ in Keap.

After mapping the fields, ensure that all required fields in Keap are filled correctly. This will allow for a smooth transition of customer data.

4. Test Your Integration in Pabbly Connect

Testing the integration is a critical step in the process. With Pabbly Connect, you can easily test the workflow you just created.

Click on the ‘Test’ button to send a sample customer from Shopify to Keap. Check Keap to confirm that the customer details have been added successfully. This ensures that your integration is working as intended.

Make sure to refresh the Keap contacts page to view the newly added customer. If everything looks good, you can proceed to activate the workflow.

5. Activate Your Integration Workflow

Once you have tested the integration and confirmed that it works, the final step is to activate your workflow in Pabbly Connect. This will enable the automatic addition of new Shopify customers as contacts in Keap.

To activate, simply toggle the switch to ‘On’. From this point forward, every time a new customer is created in Shopify, their information will be automatically sent to Keap, streamlining your customer management process.

This automation not only saves time but also helps maintain accurate records of your customers in Keap.

Conclusion

By following these steps, you can successfully integrate Shopify with Keap using Pabbly Connect. This automation ensures that new customers are added automatically, enhancing your customer management efficiency.