How to Integrate Shopify Customers with ClickSend Using Pabbly Connect

Learn how to automate the integration of Shopify customers with ClickSend using Pabbly Connect. Step-by-step guide to streamline your customer management. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Shopify customers with ClickSend, you first need to access Pabbly Connect. This integration platform allows seamless automation between different applications, including Shopify and ClickSend.

Log in to your Pabbly Connect account, or create a new one if you haven’t already. Once logged in, navigate to the dashboard where you can start creating your automation workflow.

2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the blue button labeled ‘Create Workflow’. You will be prompted to name your automation. For this integration, you can name it something like ‘When Customer is Created in Shopify, Add to ClickSend’.

Once your workflow is named, click on ‘Create’. You will see two boxes, which represent the trigger and action. The trigger will be the event in Shopify, and the action will be creating a contact in ClickSend. Select ‘New Customer’ as the trigger from Shopify.

• Click on the blue button labeled ‘Create Workflow’
• Name your workflow appropriately
• Select ‘New Customer’ as the trigger

This setup allows Pabbly Connect to listen for new customer events in Shopify, which will trigger the subsequent action in ClickSend.

3. Setting Up Shopify Integration with Pabbly Connect

After selecting the trigger, Pabbly Connect will provide a webhook URL. Copy this URL, as it will be used to connect Shopify with Pabbly Connect. Now, go to your Shopify dashboard and navigate to Settings, then Notifications.

In the Notifications section, look for the option to create a webhook. Paste the copied URL into the webhook URL field. Select the event type as ‘Customer Creation’ and set the format to JSON. Click ‘Save’ to finalize the connection.

• Navigate to Shopify Settings and then Notifications
• Create a new webhook and paste the URL from Pabbly Connect
• Select ‘Customer Creation’ as the event type

Now your Shopify store is connected to Pabbly Connect, and any new customer created will trigger the webhook.

4. Testing the Integration Between Shopify and ClickSend

To ensure that the integration works, create a test customer in your Shopify store. Fill in the required fields like first name, last name, and email, then create the account. This action will trigger the webhook you set up in Pabbly Connect.

Once the customer is created, return to Pabbly Connect and check for the webhook response. You should see the customer data reflecting the details you just entered. This confirms that the connection is working properly.

Create a test customer account in Shopify Check the webhook response in Pabbly Connect Verify that the customer data is correctly received

With the test completed successfully, Pabbly Connect is now capturing new customer data from Shopify effectively.

5. Adding ClickSend Action to Pabbly Connect Workflow

Now that Shopify is integrated, it’s time to set up the action in Pabbly Connect. Select ClickSend as the action app and choose ‘Create New Contact’ as the action event. You will need to connect your ClickSend account by entering your username and API key.

To find your API key, log in to ClickSend, navigate to the Developers menu, and select API Credentials. Copy your username and API key, then return to Pabbly Connect to paste them in the respective fields. Once connected, you can map the customer data fields from Shopify to ClickSend.

Select ClickSend as the action app in Pabbly Connect Choose ‘Create New Contact’ as the action event Enter your ClickSend username and API key

After mapping the fields, save the workflow. Now, every time a new customer is created in Shopify, their details will automatically be added as a contact in ClickSend through Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Shopify customers with ClickSend. By setting up a workflow, we automated the process of adding new Shopify customers as contacts in ClickSend. This integration streamlines customer management and enhances communication efficiency.