Save Shopify Customers to Google Sheets Automatically

Learn how to save Shopify customers to Google Sheets automatically using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate saving Shopify customers to Google Sheets, the first step is accessing Pabbly Connect. Start by visiting the Pabbly website and signing up for a free account. If you’re already a user, simply log in to your account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will connect your Shopify store with Google Sheets. This integration allows you to capture customer details automatically whenever a new order is placed in Shopify.

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating the data transfer. Click on the ‘Create Workflow’ button to begin. You will be prompted to name your workflow something descriptive, like ‘Save Shopify Customers to Google Sheets Automatically’.

• Select the trigger application as Shopify.
• Choose the event as ‘New Order’.
• Click on the ‘Connect’ button to set up the connection.

After setting up the trigger, Pabbly Connect will generate a webhook URL. This URL will be used in your Shopify settings to send order details to Pabbly Connect whenever a new order is placed.

3. Setting Up Shopify for Webhook

Next, you need to configure your Shopify store to send data to Pabbly Connect. Go to your Shopify admin panel, and under Settings, find the Notifications section. Here, you will create a new webhook.

• Select the event as ‘Order Creation’.
• Paste the webhook URL generated by Pabbly Connect.
• Choose JSON format for the data.

After saving the webhook, any new order placed in Shopify will trigger the webhook, sending customer details to Pabbly Connect. This is a crucial step in automating the process.

4. Configuring Google Sheets in Pabbly Connect

Now it’s time to set up Google Sheets in Pabbly Connect. After the Shopify trigger is set up, add an action step in your workflow. Choose Google Sheets as the action application.

Select the action event ‘Add a New Row’ and connect your Google account to allow Pabbly Connect to access your sheets. You will then select the specific spreadsheet and worksheet where you want to store the customer data.

5. Mapping Data from Shopify to Google Sheets

In this final step, you need to map the data fields from Shopify to Google Sheets using Pabbly Connect. This involves selecting the fields that correspond to customer name, email, phone number, and order ID.

Map the customer name to the corresponding field in Google Sheets. Map the email address and phone number similarly. Finally, map the order ID to its respective field.

Once all fields are mapped, save your workflow. Now, every time a new order is placed in Shopify, Pabbly Connect will automatically add a new row in Google Sheets with all the relevant customer information.

Conclusion

By following this tutorial, you have successfully set up an automation that saves Shopify customers to Google Sheets automatically using Pabbly Connect. This integration streamlines your workflow, allowing you to focus on other important aspects of your business.