Integrate Shopify Orders with Salesforce and Send Slack Notifications Using Pabbly Connect

Learn how to integrate Shopify orders with Salesforce as contacts and send Slack notifications using Pabbly Connect. Step-by-step tutorial included. 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. Accessing Pabbly Connect for Integration

To start integrating Shopify orders with Salesforce and sending Slack notifications, first access Pabbly Connect. This platform acts as the central hub for automating your workflows.

Visit the Pabbly Connect website and log in or create a new account. Once logged in, click on ‘Create Workflow’ to begin setting up your automation. You will be prompted to name your workflow, for example, ‘Shopify to Salesforce to Slack’.

2. Setting Up the Trigger with Shopify

In this step, you will set up the trigger to capture new orders from Shopify using Pabbly Connect. Select Shopify as the application and choose ‘New Order’ as the trigger event.

• Search and select Shopify in the trigger app section.
• Choose ‘New Order’ as the trigger event.
• Copy the generated webhook URL for later use.

After copying the webhook URL, navigate to your Shopify settings. Under ‘Notifications’, create a new webhook and paste the URL. This connects your Shopify store with Pabbly Connect, enabling it to capture order details automatically.

3. Adding New Contact in Salesforce

Once you have set up the trigger, the next step is to add the customer as a new contact in Salesforce. In the action window of Pabbly Connect, select Salesforce and choose ‘Create Contact’ as the action event.

Connect your Salesforce account by clicking on ‘Connect with Salesforce’. You will be prompted to authorize the connection. After connecting, map the necessary fields such as first name, last name, and email from the Shopify order details to the corresponding fields in Salesforce.

4. Sending Notifications to Slack

The final step involves sending a notification to your Slack channel about the new order. In Pabbly Connect, add another action step and select Slack as the application. Choose ‘Send Channel Message’ as the action event.

• Connect your Slack account by clicking ‘Connect with Slack’.
• Select the channel where you want the notification to be sent.
• Draft the message using mapped fields from Shopify, such as customer name and order details.

After configuring the message, test the action to ensure that notifications are sent successfully to your Slack channel.

5. Testing the Automation

Now that you have set up the entire workflow in Pabbly Connect, it’s time to test the automation. Place a test order in your Shopify store and observe how the details are captured in Pabbly Connect.

Check both Salesforce and Slack to verify that the new contact has been created and that the notification has been sent. This confirms that your integration is working smoothly, allowing you to automate the process of managing new orders.

Conclusion

Using Pabbly Connect, you can effortlessly integrate Shopify with Salesforce and Slack, streamlining your order management process. This automation ensures that every new order is promptly recorded and communicated to your team.