Shopify and Zoho CRM Integration Using Pabbly Connect

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for Shopify and Zoho Integration

To integrate Shopify with Zoho CRM, you will use Pabbly Connect. This platform automates workflows by connecting different applications seamlessly. Pabbly Connect allows you to create a connection between Shopify and Zoho CRM effortlessly.

First, log in to your Pabbly Connect account. If you don’t have an account, you can sign up for free. Once logged in, navigate to the dashboard to start creating your integration workflow.

Click on the ‘Create Workflow’ button to begin the integration process. This is where you will set up the triggers and actions necessary for connecting Shopify customers to Zoho CRM contacts.

2. Setting Up the Trigger for Shopify in Pabbly Connect

The first step in the integration is to set up a trigger in Pabbly Connect. Select Shopify as the trigger application. Choose the trigger event as ‘New Customer’. This action will initiate the workflow whenever a new customer is created in Shopify.

Next, you will need to connect your Shopify account to Pabbly Connect. You will be prompted to enter your Shopify store URL and authenticate your account. This step is crucial as it allows Pabbly Connect to access data from your Shopify store.

Once authenticated, click on the ‘Save & Send Test Request’ button. This will pull in customer data from Shopify, which will be used in the subsequent steps to create a contact in Zoho CRM.

3. Setting Up the Action to Create Contacts in Zoho CRM

After setting up the trigger, the next step is to define the action that will occur in Zoho CRM through Pabbly Connect. Select Zoho CRM as the action application. Choose the action event as ‘Create Contact’.

Now, connect your Zoho CRM account to Pabbly Connect. You will need to provide your Zoho CRM credentials and allow access for Pabbly Connect to create contacts in your account.

Map the fields from the Shopify customer data to the corresponding fields in Zoho CRM. For example, map the customer’s name, email, and phone number from Shopify to the contact fields in Zoho CRM. This ensures that the right data is transferred accurately.

4. Testing the Integration Between Shopify and Zoho CRM

Once you have mapped the fields, it’s essential to test the integration to ensure everything is working correctly. Click on the ‘Test & Review’ button in Pabbly Connect. This will send a test contact from Shopify to Zoho CRM.

Check your Zoho CRM account to verify if the new contact has been created successfully. If the contact appears as expected, it confirms that the integration is functioning properly.

If there are any issues, revisit the mapping and connection settings in Pabbly Connect to troubleshoot and correct any errors.

5. Finalizing the Integration Workflow in Pabbly Connect

After successfully testing the integration, you can finalize the workflow in Pabbly Connect. Click on the ‘Save’ button to keep your settings. This will ensure that every time a new customer is added in Shopify, a corresponding contact is created in Zoho CRM automatically.

You can also enable or disable the workflow at any time from your Pabbly Connect dashboard. This flexibility allows you to manage your integrations based on your business needs.

Additionally, you can explore more actions and triggers within Pabbly Connect to further enhance your workflow automation.

Conclusion

Integrating Shopify with Zoho CRM using Pabbly Connect simplifies the process of managing customer data. This seamless integration allows you to create contacts in Zoho CRM automatically, enhancing your customer relationship management.