Integrating Shopify with Google Sheets and Salesforce CRM Using Pabbly Connect

Learn how to integrate Shopify store signups with Google Sheets and Salesforce CRM using Pabbly Connect. Follow this detailed tutorial step-by-step. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, first access Pabbly Connect by visiting the official website. If you are a new user, you can sign up for a free account, which offers 100 tasks each month.

Existing users can simply sign in. Once logged in, navigate to the dashboard where you can see various Pabbly applications. For this tutorial, we will focus on Pabbly Connect to automate the integration between Shopify, Google Sheets, and Salesforce CRM.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, the first step is to create a new workflow. Click on the ‘Create Workflow’ button, then name your workflow as ‘Add Shopify Store Signups in Google Sheets and Create Contact in Salesforce’. Choose the folder where you want to save this workflow.

• Click on the ‘Create’ button to open the workflow window.
• Set the trigger application to Shopify.
• Select ‘New Customer’ as the trigger event.

After setting the trigger, Pabbly Connect will provide a webhook URL. This URL will be used to connect your Shopify account with the workflow. Copy this URL for the next steps.

3. Setting Up the Shopify Webhook

Log into your Shopify account and navigate to the ‘Settings’ section. Scroll down to ‘Notifications’ and select ‘Webhooks’. Click on ‘Create Webhook’ and choose ‘Customer Creation’ as the event type.

• Paste the copied webhook URL from Pabbly Connect.
• Set the format as JSON.
• Save the webhook settings.

Once the webhook is created, return to your Pabbly Connect workflow. It will show ‘Waiting for Webhook Response’ indicating that it is ready to receive data from Shopify.

4. Testing the Integration with Shopify

To test the integration, go back to your Shopify store and create a new customer account. Fill in the required details such as first name, last name, and email, then click on ‘Create Account’.

After creating the account, return to Pabbly Connect to check if the webhook has captured the response. You should see the customer details displayed in the workflow. This confirms that the trigger from Shopify is working correctly.

5. Adding Data to Google Sheets and Salesforce

Now that the trigger is set up, the next step is to add the captured details to Google Sheets. In Pabbly Connect, select Google Sheets as the action application and choose ‘Add New Row’ as the action event.

Connect your Google Sheets account to Pabbly Connect. Select the spreadsheet and sheet where you want to add the data. Map the fields from the Shopify response to the corresponding columns in Google Sheets.

Next, add another action step to create a contact in Salesforce CRM. Select Salesforce as the action application, choose ‘Create Contact’ as the action event, and map the required fields. Finally, add the contact to the desired campaign in Salesforce.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Shopify store signups with Google Sheets and Salesforce CRM. By following these steps, you can automate the process of capturing customer data and managing your marketing campaigns effectively. This integration helps streamline your workflow and enhances your customer management efforts.