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Shopify to WhatsApp: Auto-Send Order Confirmation Messages

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Shopify and WhatsApp Integration

To begin your integration, access Pabbly Connect by visiting their official website. If you don’t have an account, create one to utilize their features. Once signed up, you will receive 100 free tasks monthly to explore the software.

After logging in, you will be directed to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button on the right side to start building your integration. This is where you will set up the connection between Shopify and WhatsApp using Pabbly Connect.

2. Setting Up Shopify as the Trigger in Pabbly Connect

In this section, you will set Shopify as the trigger application in Pabbly Connect. Start by selecting Shopify from the list of applications. Choose the event type as ‘New Order’ to capture new orders from your store.

Select Shopify as the trigger application.
Choose ‘New Order’ as the event.
Click on the connect button to generate a webhook URL.

Copy the generated webhook URL. Now, navigate to your Shopify account, go to Settings, and select Notifications. Here, you will find the Webhooks section. Create a new webhook by pasting the copied URL and selecting the event as ‘Order Creation’ in JSON format. Save the settings to complete the setup.

3. Testing the Connection Between Shopify and Pabbly Connect

After setting up the webhook, it’s time to test the connection. Make a test purchase from your Shopify store to trigger the webhook and send data to Pabbly Connect. Fill in the required details during the checkout process.

Once the purchase is completed, return to Pabbly Connect and check for a response. You should see the details of the order you just placed, confirming that the connection between Shopify and Pabbly Connect is functional.

4. Setting Up WhatsApp as the Action in Pabbly Connect

Next, you will set WhatsApp as the action application in Pabbly Connect. Choose ‘Pabbly Chatflow’ or WhatsApp Cloud API as your action application. Select the event as ‘Send Text Message’ and click connect.

Select Pabbly Chatflow or WhatsApp Cloud API.
Choose ‘Send Text Message’ as the action event.
Enter your API token from the Pabbly Chatflow dashboard.

Map the WhatsApp number field to the customer’s phone number received from Shopify. This dynamic mapping ensures that each customer receives their order confirmation message directly on WhatsApp.

5. Finalizing the Integration and Sending Messages

In the final step, customize your WhatsApp message. Use dynamic fields to personalize the message with the customer’s name, order ID, and product details. Ensure the WhatsApp number is formatted correctly, including the country code without the plus sign.

Click on the ‘Save and Send Test Request’ button to test the message. If successful, you will receive a confirmation status. Check your WhatsApp to verify that you received the order confirmation message successfully. This confirms that the integration is working as intended.

Conclusion

In this tutorial, we demonstrated how to integrate Shopify with WhatsApp using Pabbly Connect. This automation enhances customer experience by providing instant order confirmations through WhatsApp. With Pabbly Connect, you can streamline your workflow and improve communication with your customers effectively.