How to Instantly Create EngageBay Contacts from New Shopify Customers Using Pabbly Connect

Learn how to integrate Shopify with EngageBay using Pabbly Connect to automatically create contacts for new customers. Follow our step-by-step tutorial for seamless automation. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Shopify and EngageBay Integration

To start integrating Shopify with EngageBay, first, you need to access Pabbly Connect. This platform allows you to automate tasks between different applications without any coding knowledge. Simply go to the Pabbly website and log into your account or create a new one if you haven’t already.

Once logged in, navigate to the ‘Connect’ section. Here, you will create a new workflow for the integration. Pabbly Connect makes it easy to set up this automation, ensuring that every new customer created in Shopify is automatically added as a contact in EngageBay.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow within Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Shopify Integrations.’ This name helps you identify the workflow later.

Next, choose Shopify as the trigger application. Select the trigger event as ‘New Customer Created.’ This event will initiate the workflow whenever a new customer signs up on your Shopify store. Here are the steps to follow:

• Click on the ‘Choose App’ dropdown and select Shopify.
• Select ‘New Customer Created’ as the trigger event.
• Copy the Webhook URL provided by Pabbly Connect.

Once you have copied the Webhook URL, you will need to paste it into your Shopify settings to establish a connection. This will allow Pabbly Connect to receive data about new customers.

3. Setting Up the Shopify Webhook

Now that you have your Webhook URL, it’s time to set it up in Shopify. Go to your Shopify dashboard, navigate to ‘Settings,’ and then select ‘Notifications.’ Here, you will find the Webhooks section.

Click on ‘Create Webhook’ and set the event to ‘Customer Creation’. Make sure to select the format as ‘JSON’ and paste the Webhook URL from Pabbly Connect. Finally, save the webhook to complete this step. This setup allows Shopify to send data to Pabbly Connect whenever a new customer is created.

4. Capturing the Webhook Response in Pabbly Connect

After setting up the webhook, return to Pabbly Connect to capture the webhook response. You will see a message indicating that Pabbly Connect is waiting for a response from Shopify. This means it is ready to receive data.

Now, create a new customer in your Shopify store to test the integration. Once you create the customer, Pabbly Connect will capture the response, including details like customer ID, email, first name, and last name. This information is essential for creating a contact in EngageBay.

5. Integrating EngageBay with Pabbly Connect

In this final step, you will integrate EngageBay with Pabbly Connect. Click on the plus button to add a new action step. Choose EngageBay as the action application and select ‘Create Contact’ as the action event.

To connect EngageBay, you will need your REST API key. Log in to your EngageBay account, navigate to ‘Account Settings,’ and then to ‘API and Tracking Code’ to find your API key. Copy this key and paste it into Pabbly Connect.

• Map the fields from the webhook response to the EngageBay contact fields.
• Fill in details like first name, last name, email, and phone number.
• Click on ‘Save and Send Test Request’ to verify the integration.

If everything is set up correctly, you will see a success message indicating the contact has been created in EngageBay. Now, every time a new customer is created in Shopify, Pabbly Connect will automatically create a contact in EngageBay.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Shopify with EngageBay. By following the steps outlined, you can automate the process of creating contacts for new customers in EngageBay, streamlining your workflow and enhancing your customer management.