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Turn Shopify Customers into Sales Funnels Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Shopify with System.io CRM, you first need to access Pabbly Connect. Start by visiting the Pabbly website at paby.com and sign in to your account. If you are new, you can sign up for free and get 100 tasks monthly to test the platform.

Once logged in, navigate to the Pabbly Apps page and select Pabbly Connect. This will take you to the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ button to start setting up your automation.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a workflow to connect Shopify and System.io. Name your workflow something descriptive, such as “Shopify to System.io Automation”. Then, select a folder for organization.

Choose a descriptive name for your workflow.
Select the folder for better organization.
Click on ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see a prompt to set your trigger application. This is where Pabbly Connect begins to automate your tasks. Select Shopify as your trigger application and choose the event as “New Order”.

3. Setting Up Shopify with Pabbly Connect

Next, you need to connect Shopify to Pabbly Connect. A webhook URL will be generated, which acts as a bridge between Shopify and Pabbly. Copy this URL for later use.

Now, go to your Shopify admin panel. Navigate to Settings > Notifications, and create a new webhook. Select the event as “Order Creation” and choose JSON as the format. Paste the webhook URL you copied from Pabbly Connect and save the changes.

4. Testing the Integration

To ensure that the integration works, you need to test the connection. Place a test order on your Shopify store. Enter dummy customer details, such as name, address, and payment information.

Once the order is confirmed, return to your Pabbly Connect workflow. You should see that it is now waiting for a webhook response. Check if the details from the test order have been captured successfully.

Ensure the order details appear correctly in Pabbly Connect.
Verify that all necessary information is captured.

If everything is correct, you are ready to proceed with the next steps in your workflow.

5. Adding Action Steps to Complete the Integration

Now that your Shopify trigger is set up, it’s time to add the action step in Pabbly Connect. Select System.io as the action application and choose the event “Create Contact”.

You will need to connect your System.io account by entering the API key. Navigate to your System.io profile settings to generate this key. Once connected, map the fields from Shopify to System.io to ensure that the correct data is transferred.

Mapping is crucial as it allows dynamic data transfer every time a new order is placed. Click on ‘Save and Send Request’ to finalize the setup. You should see a confirmation response indicating that the contact has been created successfully in System.io.

Conclusion

In this tutorial, you learned how to integrate Shopify with System.io CRM using Pabbly Connect. By following these steps, you can automate the process of adding new orders to your CRM, saving you time and effort. This integration allows you to manage customer data efficiently and streamline your sales process.