Learn how to automate adding Shopify customers to Pabbly Connect 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 Shopify Integration
To automate adding a Pabbly Email Marketing subscriber from a Shopify order, you first need to set up Pabbly Connect. Begin by signing up for a free account via the link provided in the description. Once registered, log into your Pabbly Connect dashboard.
Next, create a new workflow by clicking on the ‘Create Workflow’ button. Name this workflow something descriptive, like ‘Shopify to Pabbly Email Marketing’. After naming, select a folder in your Pabbly Connect account to store this workflow and click on the ‘Create’ button.
2. Connecting Shopify to Pabbly Connect
In this step, you will connect your Shopify account to Pabbly Connect. Start by selecting Shopify as your app in the trigger section. Choose ‘New Order’ as the trigger event. This setup ensures that every time a new order is placed on Shopify, Pabbly Connect will capture the order details.
- Select Shopify version 2 from the options.
- Copy the webhook URL provided by Pabbly Connect.
- Go to your Shopify settings and navigate to Notifications.
- Create a new webhook using the copied URL and select ‘Order Creation’ as the event.
After saving the webhook, your Shopify account is successfully connected to Pabbly Connect. This means Pabbly Connect is now ready to capture customer order details whenever a new purchase is made.
3. Capturing Order Details in Pabbly Connect
Now that Shopify is connected, it’s time to place a test order. Go to your Shopify store and make a dummy purchase. Fill in the customer details, including name and email, and complete the checkout process.
Once the order is placed, return to Pabbly Connect. You will notice that it shows ‘Waiting for webhook response’. Once the order is captured, the details will populate in the trigger section, showing customer and order information.
- Verify that you can see the customer’s name, email, and order details.
- Ensure the order total and product details are displayed correctly.
With the order details captured, you have completed the initial setup of the automation workflow in Pabbly Connect. This step ensures that all necessary information is available for the next action.
4. Adding Subscriber in Pabbly Email Marketing
Next, you will set up the action to add the captured customer details as a subscriber in Pabbly Email Marketing. In the action section of Pabbly Connect, choose Pabbly Email Marketing and select ‘Add Subscriber’ as the action event.
To connect your Pabbly Email Marketing account, you need to enter the API token, which can be found in your Pabbly Email Marketing account under Integrations. After connecting, select the list where you want to add the subscriber, such as ‘Shopify Customers’.
Map the email and name fields using the data captured from the Shopify order. Ensure to map the first and last names correctly to the respective fields.
After mapping the fields, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that the subscriber has been added to Pabbly Email Marketing, confirming that the integration via Pabbly Connect is functioning correctly.
5. Testing the Integration Workflow
To ensure everything is working as intended, place another test order in your Shopify store with different customer details. Complete the checkout process and return to Pabbly Connect to observe the workflow.
Refresh your Pabbly Email Marketing subscriber list and verify that the new customer has been added as a subscriber. This step confirms that the automation is functioning correctly, capturing new orders and adding customers to your email list seamlessly.
By following these steps, you have successfully integrated Shopify with Pabbly Email Marketing using Pabbly Connect. This automation not only saves time but also ensures that your marketing efforts reach new customers effectively.
Conclusion
In this tutorial, we covered how to use Pabbly Connect to automate the process of adding Shopify customers to Pabbly Email Marketing. This integration streamlines your email marketing efforts by ensuring that every new order results in a new subscriber added automatically.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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