Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Shopify with Salesflare, you’ll need to access Pabbly Connect. Begin by navigating to the Pabbly website at paby.com and signing in to your account. If you’re a new user, you can sign up for free and receive 100 tasks monthly to test the platform.

Once logged in, you will see the dashboard displaying all Pabbly applications. Click on Pabbly Connect to access your workflows. If you need to create a new workflow, simply click on the “Create from Scratch” button and name your workflow accordingly. This sets the stage for automating your order management process.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, it’s time to create a workflow that will automate the connection between Shopify and Salesflare. Click on the “Create from Scratch” button and name your workflow, such as “Sync Shopify Customers and Orders to Salesflare Automatically.” Select a folder for organization and click “Create” to proceed.

  • Click “Create from Scratch”.
  • Name your workflow.
  • Select a folder and click “Create”.

With your workflow created, you will now need to set a trigger application. This is where you will select Shopify V2 and the trigger event as “New Order.” Click on “Connect” to establish a connection between Pabbly Connect and Shopify.

3. Setting Up the Webhook in Shopify

To connect Shopify with Pabbly Connect, you need to set up a webhook. In your Shopify admin, navigate to “Settings” and then to “Notifications”. From there, select “Webhooks” and click on “Create Webhook”. Choose the event as “Order Creation” and set the format to JSON.

  • Select “Order Creation” as the event.
  • Set the format to JSON.
  • Paste the webhook URL from Pabbly Connect.

Once you save the webhook, return to Pabbly Connect where it will be waiting for the webhook response. To test the setup, create a new order in Shopify and check if the details are captured in your workflow.

4. Capturing Order Details in Pabbly Connect

After placing a test order in Shopify, return to Pabbly Connect to capture the order details. You should see the response with all relevant order information, such as payment details, customer name, and address. This confirms that the webhook is functioning correctly.

To verify, check the response details in your Pabbly workflow. You should see fields like total payment, customer name, and address. This indicates that your connection between Shopify and Pabbly Connect is successfully set up.

5. Adding Salesflare as the Action Application

The final step involves adding Salesflare as the action application in your Pabbly Connect workflow. Select Salesflare and choose the action event as “Create a Contact.” Connect your Salesflare account by entering your API key, which you can find in the Salesflare settings.

After connecting, map the order details from Shopify to the corresponding fields in Salesflare. This ensures that every new order creates a contact automatically. Once you save and test this action, you should see the new contact created in Salesflare.

Conclusion

Using Pabbly Connect, you can effectively automate the integration between Shopify and Salesflare. This tutorial guided you through accessing Pabbly Connect, creating workflows, setting up webhooks, capturing order details, and adding Salesflare as an action application. With this automation, you can streamline your order management process effortlessly.