Learn how to integrate Shopify with Autopilot using Pabbly Connect for seamless automation. Follow this detailed guide to set up your workflow easily. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
1. Introduction to Pabbly Connect for Shopify and Autopilot Integration
Pabbly Connect is an essential tool for integrating Shopify with Autopilot. This integration allows you to automatically add contacts to Autopilot whenever a new customer is created in Shopify. By using Pabbly Connect, you eliminate the need for coding and streamline your marketing efforts.
Shopify serves as an e-commerce platform, while Autopilot is a marketing automation software. Although Shopify and Autopilot have some native integrations, they come with limitations. This is where Pabbly Connect excels, providing a seamless solution for integrating these two platforms without any hassle.
2. Accessing Pabbly Connect and Creating a New Workflow
To get started with the integration, first, visit the Pabbly website. Go to the URL section on your browser and type in Pabbly.com to access the site. Once there, hover over the product section and click on Pabbly Connect.
After signing in or creating a free account, navigate to the dashboard. Click on the button to create a new workflow. Name your workflow, for example, ‘Shopify Integrations,’ and click on create. This action sets the stage for integrating Shopify with Autopilot using Pabbly Connect.
3. Setting Up Shopify as the Trigger in Pabbly Connect
In this step, you will choose Shopify as your app and set the trigger event to ‘New Customer Created.’ This event signifies that whenever a new customer is added to Shopify, Pabbly Connect will capture that information.
Once you select Shopify, you will see the option for trigger events. Choose ‘New Customer Created’ and copy the provided webhook URL. This URL is crucial as it connects Shopify to Pabbly Connect. Now, go to your Shopify account, navigate to Settings, and select Notifications.
- Click on Webhooks and create a new webhook.
- Set the event to ‘Customer Creation’ and paste the copied webhook URL.
- Save the webhook settings to finalize the trigger setup.
This completes the setup for Shopify as the trigger in your workflow. With Pabbly Connect, you have successfully established a connection between Shopify and your integration.
4. Capturing the Webhook Response in Pabbly Connect
After saving the webhook settings in Shopify, return to Pabbly Connect to capture the webhook response. The system will wait for a new customer creation event to trigger and send data back to Pabbly Connect.
To test this, create a new customer account in Shopify. Fill in the required fields such as first name, last name, email, and password. Once the account is created, Pabbly Connect will automatically capture the customer information, including customer ID and email.
- Ensure that the captured data includes first name, last name, email, and phone number.
- Confirm that the data is displayed correctly in Pabbly Connect.
- Save the captured response to proceed to the next step.
With the webhook response captured successfully, you can now move on to integrating Autopilot into your workflow using Pabbly Connect.
5. Integrating Autopilot as the Action in Pabbly Connect
In this final step, you will integrate Autopilot as the action app in Pabbly Connect. Click the plus button to add a new action event and select Autopilot. Choose the action event ‘Add or Update Contact’ to create or update a contact in Autopilot based on the Shopify customer data.
Next, connect your Autopilot account by entering your API key. You can find the API key in your Autopilot account settings under the API section. Once you paste the API key into Pabbly Connect, you will need to map the customer data fields such as email, first name, and last name to the corresponding fields in Autopilot.
Map the email field to ensure deduplication of contacts in Autopilot. Fill in additional fields as necessary, such as phone number. Save and send a test request to confirm the integration works.
After successfully saving the integration, check your Autopilot account to verify that the new contact has been created. With Pabbly Connect, you have now automated the process of adding new Shopify customers to Autopilot seamlessly.
Conclusion
In this tutorial, we explored how to integrate Shopify with Autopilot using Pabbly Connect. By following these steps, you can automate your customer management and marketing processes efficiently. This integration not only saves time but also enhances your marketing efforts by ensuring that every new customer is captured in Autopilot automatically.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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