Never Forget to Notify Customers Again

Learn how to automate customer notifications using Pabbly Connect with Shopify and Gmail. Step-by-step guide to streamline your email notifications. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate customer notifications, you first need to access Pabbly Connect. If you are an existing user, simply open your workflow builder. For new users, navigate to pabbl.com/connect in your browser.

Once on the Pabbly Connect landing page, click on the ‘Sign Up for Free’ option in the top right corner. This allows you to explore Pabbly Connect with 100 free emails per month. After signing up, you can consider purchasing a subscription plan if you find it beneficial for your business.

2. Setting Up Your Workflow in Pabbly Connect

With Pabbly Connect ready, you can start setting up your automation workflow. Click on the ‘Add Trigger’ button to begin. For the trigger application, search for Shopify and select ‘Shopify V2’. This is crucial as it ensures the correct version is used.

• Select the event as ‘New Order’.
• Click on ‘Connect’ to receive a webhook URL.
• Copy this URL for the next steps.

After copying the URL, open your Shopify store settings. Navigate to ‘Notifications’ and then to ‘Webhooks’. Click on ‘Create Webhook’ and set the event to ‘Order Creation’. Choose JSON format and paste the copied URL. Save this configuration to establish the connection between Shopify and Pabbly Connect.

3. Testing the Webhook Connection

Now that you have set up the webhook, it’s time to test the connection. You need to perform a test submission by purchasing a product from your Shopify store. For this example, purchase a dress or any item from your store.

Complete the checkout process by entering the required details and clicking ‘Pay Now’. Once the purchase is successful, return to Pabbly Connect, where you should see the captured response containing customer details, order amount, and product information.

4. Sending Email Notifications via Gmail

After capturing the order details, you can set up the action step to send an automated email. Click on ‘Add New Action Step’ and search for Gmail, selecting it as the action application.

• Select the event as ‘Send Email’ and click on ‘Connect’.
• If you have an existing connection, select it; otherwise, create a new one by signing in to your Google account.
• Grant permissions for Pabbly Connect to access your Gmail account.

Next, fill in the sender’s name and email address. For the recipient’s email, map the email address from the captured order details. This ensures that the email is sent to the correct customer automatically. Also, customize the email subject and content, using HTML if desired.

5. Finalizing the Automation in Pabbly Connect

Once you have configured the email settings, click on ‘Save and Send Test Request’. This will send a test email to the customer. Check your Gmail inbox to confirm that the email has been sent successfully.

With this setup, every time a customer makes a purchase from your Shopify store, an automated email notification will be sent through Pabbly Connect. This not only saves time but also enhances customer engagement with timely notifications.

Conclusion

Using Pabbly Connect to automate customer notifications ensures you never forget to notify your customers again. By integrating Shopify and Gmail, you streamline your communication process effectively. Start automating today for a more efficient business operation.