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Sync Shopify Orders to Salesforce CRM: Full Step-by-Step Tutorial

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating your Shopify orders to Salesforce CRM, you first need to access Pabbly Connect. Open a new tab and navigate to Pabbly.com/connect. If you’re new, click on the “Sign Up Free” option to create an account. Existing users can simply click on “Sign In”.

After logging in, you will see the Pabbly apps. Click on the “Access Now” button for Pabbly Connect to enter the dashboard. Here, you can create and manage all your automation workflows in one place.

2. Creating a New Workflow in Pabbly Connect

Once you are in the dashboard of Pabbly Connect, click on the “+ Create Workflow” button. You can choose to build a workflow from scratch or use AI to assist you. For this tutorial, select the AI option and enter a prompt like “Sync Shopify orders to Salesforce CRM”.

Select “New Order” as the trigger event for Shopify.
Choose “Create Contact” as the action for Salesforce.
Click on “Approve and Create” to finalize the workflow setup.

This process generates the workflow automatically, showing both Shopify and Salesforce steps clearly within Pabbly Connect.

3. Connecting Shopify to Pabbly Connect

To connect Shopify with Pabbly Connect, click on the application in your workflow. You will see a webhook URL provided. Copy this URL as you will need it for Shopify settings.

Now, go to your Shopify account. Click on “Settings” and then “Notifications”. Scroll down to the “Webhooks” section and click on “Create Webhook”. Choose “Order Creation” as the event, set the format to JSON, and paste the webhook URL you copied earlier.

4. Testing the Integration between Shopify and Salesforce

After saving the webhook in Shopify, return to your Pabbly Connect workflow and click on “Recapture Webhook Response”. This action will allow Pabbly to wait for a response from Shopify.

To test the integration, make a test purchase on your Shopify store. Fill in the required details and complete the payment. Once the transaction is successful, you will see a new response in Pabbly Connect indicating that the connection works perfectly.

Ensure you enter a valid email and name during the test purchase.
Check the webhook response to confirm all details are captured correctly.

This confirms that Pabbly Connect is effectively linking Shopify and Salesforce.

5. Finalizing the Salesforce Connection

Next, to connect Salesforce to Pabbly Connect, click on the “Connect” button for Salesforce in your workflow. If you have an existing connection, select that; otherwise, create a new one.

Authorize the connection by clicking on the “Allow” button. Now, you will need to map the fields from Shopify to Salesforce. This mapping ensures that the data from Shopify is correctly transferred to Salesforce.

Use the slash (/) to access the Shopify data fields during mapping.
Map fields like first name, last name, and email address from the Shopify response.

Once you finish mapping, click on “Save and Send Test Request”. This action will create a new contact in Salesforce, confirming that the integration is complete.

Conclusion

In this tutorial, we successfully demonstrated how to automate the process of transferring Shopify orders to Salesforce CRM using Pabbly Connect. By following the steps outlined, you can streamline your workflow, saving time and reducing errors.