Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for E-commerce Automation

To start automating your e-commerce workflow, access Pabbly Connect by visiting pabbly.com. Sign in using your credentials or create a new account if you are a first-time user. Once logged in, navigate to the Pabbly Connect dashboard where you can manage your workflows.

After logging in, you can create a new workflow. Click on “Create Workflow” and give it a name, such as “Shopify Automation”. Select the folder where you want to store this workflow and click on “Create”. This is where the automation magic begins with Pabbly Connect.

2. Setting Up Shopify Integration with Pabbly Connect

In this section, you will set up the integration between Shopify and Pabbly Connect. Start by selecting Shopify V2 as your trigger application. Choose the trigger event “New Order” and click on “Connect”. A webhook URL will be generated, which you will need to copy for the next steps.

  • Go to your Shopify store and click on “Settings”.
  • Select “Notifications” and then click on “Webhooks”.
  • Click on “Create Webhook” and select “Order Creation” as the event.
  • Paste the copied webhook URL and save the webhook.

After saving the webhook, return to Pabbly Connect and perform a test submission by creating a dummy order in your Shopify store. This will help you verify that the integration is working correctly. Once the order is placed, you should see the order details reflected in the Pabbly Connect workflow.

3. Adding Google Sheets Integration in Pabbly Connect

Next, you’ll want to add Google Sheets to your automation. Click on “Add New Action Step” and choose Google Sheets as the action application. Set the action event to “Add New Row” and click on “Connect”. If you have an existing connection, you can save it; otherwise, create a new connection by signing in to your Google account.

After connecting, select the spreadsheet where you want to store the order details. Map the order details from Shopify to the corresponding fields in your Google Sheets. For instance, map the customer’s name, email, product, and price fields. This ensures that every new order will automatically populate your Google Sheet without manual entry.

  • Select the spreadsheet named “Shopify Orders”.
  • Map the fields: Full Name, Phone, Email, Product, and Price.
  • Click on “Save and Send Test Request” to ensure data is added correctly.

Once you confirm that the data has been successfully added to your Google Sheets, you can move on to the next integration step.

4. Integrating Your CRM with Pabbly Connect

Now, it’s time to integrate your CRM, such as Salesforce, into your workflow. Click on “Add New Action Step” and select Salesforce as your action application. Choose the action event “Create Contact” or “Create Lead” and click on “Connect”. Similar to Google Sheets, you will connect your Salesforce account to Pabbly Connect.

Once connected, map the relevant fields from the Shopify order details to create a new lead in your CRM. This includes the customer’s name, email, phone number, and product title. Mapping these fields ensures that every new order generates a corresponding lead in your CRM automatically.

  • Map the first name, last name, and product title.
  • Enter the phone number and email address accordingly.
  • Click on “Save and Send Test Request” to confirm lead creation.

After verifying that the lead has been created in your CRM, you can proceed to the final step of sending a personalized message.

5. Sending Personalized WhatsApp Messages with Pabbly Chatflow

For the final step, you will use Pabbly Chatflow to send a personalized WhatsApp message to your customers. Click on “Add New Action Step” and select Pabbly Chatflow as your action application. Choose the action event “Send Text Message” and click on “Connect”. If you have an existing connection, you can save it; otherwise, create a new connection by entering your API token.

Once connected, map the customer’s phone number and create a personalized message. For example, include the customer’s name, the product they ordered, and the total amount. This creates a seamless communication experience for your customers.

  • Enter the phone number without the plus sign.
  • Craft a message like “Hi [Name], thank you for your order of [Product].”.
  • Click on “Save and Send Test Request” to send the message.

After sending the test message, check your WhatsApp to confirm that the message was received successfully. This completes the automation process using Pabbly Connect and Pabbly Chatflow for your e-commerce operations.

Conclusion

By using Pabbly Connect and Pabbly Chatflow, you can automate your e-commerce workflow seamlessly. This integration allows you to handle orders, manage customer data, and send personalized messages effortlessly. Start automating today for a smoother business operation!