Shopify Salesforce Integration Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Shopify with Salesforce using Pabbly Connect. Follow this detailed tutorial for seamless automation of customer data transfer. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Shopify and Salesforce Integration

To begin the integration of Shopify and Salesforce, you will first need to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the Pabbly Connect product section.

Once you are on the Pabbly Connect page, sign in to your account. If you are new, you can create a free account in just a couple of minutes. After logging in, click on the ‘Access Now’ button to enter the Pabbly Connect dashboard.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will create a new workflow to integrate Shopify with Salesforce. Click on the button to create a new workflow and name it appropriately, such as ‘Shopify to Salesforce Integration’.

Next, select Shopify as the application for the trigger event. The trigger event you need is ‘New Customer Created’. This event will initiate the workflow whenever a new customer is added in Shopify.

• Navigate to the Pabbly Connect dashboard.
• Click on ‘Create New Workflow’.
• Select Shopify and choose the trigger event.

After selecting the trigger event, a webhook URL will be generated. This URL is crucial as it connects Shopify to Pabbly Connect. Copy the webhook URL and follow the instructions provided to set it up in your Shopify account.

3. Setting Up the Webhook in Shopify

To finalize the integration, you need to set up the webhook in your Shopify account. Go to the Shopify settings and find the ‘Notifications’ section. Scroll down to locate the ‘Webhooks’ option.

Create a new webhook by selecting the ‘Customer Creation’ event. Paste the copied webhook URL into the designated field and ensure the format is set to JSON. Finally, save the webhook settings in Shopify.

• Access Shopify settings and navigate to ‘Notifications’.
• Scroll to ‘Webhooks’ and create a new webhook.
• Select ‘Customer Creation’ and paste the webhook URL.

After saving the webhook, return to Pabbly Connect to capture the webhook response. This response will include all necessary customer data when a new customer is created in Shopify.

4. Creating a Contact in Salesforce via Pabbly Connect

Now that the webhook is set up, it’s time to integrate Salesforce. In your Pabbly Connect workflow, click the plus (+) button to add an action step. Choose Salesforce as the application and select ‘Create Contact’ as the action event.

When prompted, connect your Salesforce account to Pabbly Connect. Grant the necessary permissions to allow data transfer between the two applications. Once connected, you will need to map the fields from Shopify to Salesforce.

Click the plus (+) button in your workflow. Select Salesforce and choose the action ‘Create Contact’. Connect your Salesforce account and map the fields from the webhook response.

Fill in the required fields such as first name, last name, email, and mobile number using the data captured from Shopify. After mapping the fields, save the action and send a test request to ensure everything is functioning correctly.

5. Testing and Verifying the Integration

With the integration set up, it’s important to test the workflow. Go back to your Shopify account and create a new customer. Once the customer is created, Pabbly Connect will capture the data and create a corresponding contact in Salesforce.

Check your Salesforce contacts to verify that the new customer appears as a contact. This confirms that the integration is working as expected. You can repeat this process to create more customers and verify that each one is correctly added to Salesforce.

Create a new customer in Shopify. Verify that the contact is created in Salesforce. Repeat to ensure consistent data transfer.

This process illustrates the seamless integration capabilities of Pabbly Connect between Shopify and Salesforce, allowing for efficient data management.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Shopify with Salesforce. By following these detailed steps, you can automate the creation of contacts in Salesforce whenever a new customer is added in Shopify, enhancing your data management efficiency.