Integrating Shopify Customers from LinkedIn Leads Using PAB

Learn how to automate customer creation in Shopify from LinkedIn lead gen forms using PAB. Step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger Integration with LinkedIn Lead Gen Forms

The first step in this process is to set up the PAB integration with LinkedIn lead gen forms. This integration allows us to automate customer creation in Shopify whenever a new lead is generated. To begin, log in to your PAB account and navigate to the dashboard.

Once in the dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this example, name it ‘Create Shopify Customer from LinkedIn Leads’. After naming, select LinkedIn lead gen forms as your trigger application and set the trigger event to ‘New Lead Gen Form Response’.

2. Connecting LinkedIn Lead Gen Forms with PAB

After selecting LinkedIn lead gen forms, you need to establish a connection. Click on the ‘Connect’ button and then choose ‘Add New Connection’. Select your LinkedIn account where your ads are running. Make sure to choose the correct lead form associated with your ad campaign. using Pabbly Connect

• Click on ‘Connect with LinkedIn Lead Gen Forms’.
• Select your LinkedIn account from the dropdown.
• Choose the specific lead form used in your campaign.

Once you have connected your LinkedIn lead gen forms, submit a test lead to ensure the integration is functioning. This test will allow PAB to capture the lead details for the next steps in the workflow.

3. Creating a New Customer in Shopify

Now that the trigger is set, the next step is to create a new customer in Shopify based on the lead details captured. For this, you will need to add an action in your PAB workflow. Select Shopify as your action application and choose the action event ‘Create Customer’. using Pabbly Connect

To connect Shopify to PAB, you will need your Shopify store’s subdomain and an admin API access token. Navigate to your Shopify account, go to the Apps section, and create a new app to obtain the API token. Ensure you configure the necessary API scopes such as customer permissions.

• Create a new app in Shopify for API access.
• Set the appropriate API scopes for customer creation.
• Copy the admin API access token from Shopify.

After obtaining the token, return to PAB and paste it along with your Shopify store’s subdomain. This connection will allow PAB to create customers in Shopify using the lead details from LinkedIn.

4. Mapping Lead Details to Shopify Customer Fields

With the connection established, the next step is to map the lead details to the corresponding fields in Shopify. This involves using the data captured from the LinkedIn lead gen form response. You will need to map fields such as first name, last name, email address, and phone number. using Pabbly Connect

In the PAB workflow, use the mapping feature to dynamically link the lead details to Shopify customer fields. This ensures that every new lead creates a customer with accurate information every time.

Map the first name and last name from the lead response. Include email and phone number in the mapping process. Ensure email marketing consent is captured if necessary.

Once all relevant fields are mapped, save your workflow. This setup ensures that every new lead from LinkedIn will automatically create a customer in Shopify with the provided details.

5. Testing the Automation Workflow

To ensure everything is working correctly, it’s essential to test the entire workflow. Start by submitting a test lead through your LinkedIn lead gen form. After submitting, check the PAB dashboard to confirm that the lead details have been captured. using Pabbly Connect

Next, verify that a new customer has been created in Shopify with the correct details. Navigate to the Customers section in Shopify and look for the newly created customer. Ensure all details match the information submitted in the lead form.

If the customer appears correctly in Shopify, your automation workflow is successful. You can now enjoy the benefits of automated customer creation, allowing for personalized follow-ups and enhanced marketing efforts.

Conclusion

This tutorial has shown how to integrate Shopify with LinkedIn lead gen forms using PAB. By automating customer creation, you can streamline your marketing efforts and enhance customer engagement. Follow these steps to set up your workflow seamlessly.