How to Automatically Send Google Sheets File as Attachment to New Shopify Customers Using Pabbly Connect

Learn how to use Pabbly Connect to automatically send Google Sheets files as attachments to new Shopify customers with this step-by-step tutorial. 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

Setting Up Pabbly Connect for Integration

To start sending Google Sheets files as attachments to new Shopify customers, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in to your account. If you don’t have an account, you can create one quickly and easily.

Once you’re logged in, navigate to the dashboard where you will see the option to create a new workflow. This workflow will facilitate the integration between Shopify, Google Drive, and Gmail through Pabbly Connect. Click on ‘Create Workflow’ to begin the setup process.

Creating the Workflow in Pabbly Connect

After initiating the workflow creation in Pabbly Connect, you will need to name your workflow. A suitable name could be ‘Shopify to Google Drive to Gmail’. This name helps in identifying the workflow later.

The next step involves selecting Shopify as the app for the trigger event. Choose the trigger event as ‘New Customer’. This means the workflow will trigger whenever a new customer registers on your Shopify store.

• Navigate to the trigger section and select Shopify.
• Set the trigger event to ‘New Customer’.
• Confirm and proceed to the next step.

Once the trigger is set, Pabbly Connect will wait to receive data from Shopify. This data will include customer details such as name, email, and phone number, which will be used later in the email.

Configuring Shopify Webhook for Pabbly Connect

To enable Pabbly Connect to receive data from Shopify, you must set up a webhook in your Shopify settings. Go to your Shopify dashboard, click on ‘Settings’, and then select ‘Notifications’. Here, you will find the option to create a new webhook.

Choose the event as ‘Customer Creation’ and paste the webhook URL provided by Pabbly Connect. Ensure you set the API version to the latest one before saving the webhook.

• Select ‘Create Webhook’ in Shopify settings.
• Choose ‘Customer Creation’ as the event.
• Paste the webhook URL from Pabbly Connect.

After saving the webhook, Pabbly Connect will now be able to capture customer data whenever a new customer registers on your Shopify store.

Sharing Google Sheets via Pabbly Connect

With the webhook set up, the next step is to share the Google Sheets file stored in Google Drive. Go back to your Pabbly Connect workflow and add a new action step. Select Google Drive as the app and choose the action event as ‘Share a File’. This allows you to send the Google Sheets file as an attachment.

Connect your Google Drive account and select the specific Google Sheets file you want to share. In this case, it will be the file containing the list of products. Ensure you save the action step after selecting the file.

Choose ‘Share a File’ in Google Drive actions. Select the Google Sheets file containing your products. Save the action step to proceed.

This step will create a shareable link for the Google Sheets file that will be included in the email sent to the new customer.

Sending Email with Attachment Using Pabbly Connect

The final step is to send the email with the Google Sheets attachment to the new customer. In your Pabbly Connect workflow, add another action step and select Gmail as the app. Choose ‘Send an Email with Attachment’ as the action event.

Connect your Gmail account and fill in the email details. Use the customer’s email captured from the Shopify trigger as the recipient. Compose a message to the customer, including the link to the Google Sheets file as an attachment.

Select ‘Send an Email with Attachment’ in Gmail actions. Fill in the recipient’s email and compose your message. Attach the Google Sheets file link.

Once the email is configured, save the action and test the workflow. When a new customer registers, they will receive the email along with the Google Sheets file as an attachment, completing the integration process using Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send Google Sheets files as attachments to new Shopify customers. By following these steps, you can automate your customer onboarding process effectively.

Utilizing Pabbly Connect allows you to seamlessly integrate Shopify, Google Drive, and Gmail, ensuring new customers receive essential product information promptly. Automate your workflows today for enhanced efficiency!