No more manual contact creation on Autopilot whenever there is a new customer entry on Shopify.
Let’s automate this task using Pabbly Connect. It helps you to easily integrate Shopify with Autopilot for concurrent contact creation. All you need to do is follow the step by step procedure given in this blog. After that, the one-time workflow setup will take of the rest.
But, before getting straight into the workflow creation, let’s understand a wee bit about the services. Shopify is an eCommerce infrastructure that enables you to build an online shop within minutes. Whereas, Autopilot is an email marketing software that assists you in making a stronger relationship with your customers.
This workflow will help you accomplish the automatic contact addition on Autopilot whenever there is a new customer entry on your Shopify store. Consequently, once you set-up this workflow all your new customers automatically get listed on your email marketing tool.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Still, there is no direct integration possible for these two services. Therefore, we are going to use Pabbly Connect to make this integration work.
Using this software, you can share data within many services in real-time. Moreover, it won’t require hard coding & even a newbie can use it efficiently. This set-up can help you save a lot of time that you can use for more productive work.
So, buckle up as we’re going to discover how to automatically create Autopilot contact for new Shopify customers through this integration. Furthermore, we’ve attached the template for the same to help you get started immediately. You can click on the ‘Use Workflow’ button below to get started. Also, you can go to the App Directory & look for more integrations/apps.
Now, without taking any more of your time, let’s get directly on track & follow the step by step procedure to integrate Shopify and Autopilot.
Step 1: Sign up to Pabbly Connect
Begin the procedure of connecting Shopify with Autopilot with visiting the Pabbly Connect website. Then, hit the ‘Sign-Up Free‘ button available. Formerly, use your existing Gmail account or manually fill the registration form to signup.
Step 2: Access Pabbly Connect
After that, strike the ‘Access Now’ button of the software ‘Connect’ within the Pabbly applications.
Step 3: Workflow for Shopify with Autopilot Integration
(a) Start with a New Workflow
Further, start with creating a workflow to add contacts on Autopilot for every new Shopify contact & to do this push the ‘Create Workflow’ button first.
(b) Name the Workflow
Now, name the workflow as per the integration or use-case (for instance: Shopify to Autopilot etc). Finally, click on the ‘Create’ button available.
Step 4: Setting Trigger for Shopify to Autopilot Integration
To automatically add Autopilot contact for the newly added Shopify customer, you’ll need to set-up a trigger on the new Shopify customer and its respective action to add a contact on Autopilot using Pabbly Connect.
(a) Select Application you want to integrate
When you click on the create, a page carrying the trigger window will open up.
Select the ‘Shopify’ app from the ‘Choose App’ field’s drop-down choices.
(b) Select Method & Connect with Shopify
Select the method in here to be ‘New Customer’ & then copy the given webhook URL.
Step 5: Connecting Shopify to Pabbly Connect
To connect Shopify with Pabbly connect, you’ll need to sign-in your Shopify account & paste the copied webhook URL.
(a) Go to Your Shopify Settings
After successfully logging into your Shopify account, strike the ‘Settings’ option available at the bottom of the left vertical menu.
(b) Select Notification Option
A page will open up carrying all the different setting options for your Shopify account. Select the notification option as we need to auto-create contacts from your Shopify store customers.
(c) Click the Create Webhook Button
On the next page, there will be many notification options. So, head directly to the bottom of the page on the ‘Webhooks’ section and click on the ‘Create Webhook’ button.
(d) Add Webhook Details
A window asking for webhook details will open up. First, select the event field value as ‘Customer creation’. Then, make sure the format in here is ‘JSON’. After that paste, the copied (Pabbly Connect trigger) webhook URL in the URL field.
Finally, hit the ‘Save webhook’ button available at the bottom right corner of the window.
Step 6: Test the Response in Pabbly Connect Dashboard
As we can see, we are done setting up the trigger for Shopify and Autopilot integration. So, let’s test the trigger setting by signing up for a test customer on Shopify.
(a) Capture Webhook Response
To test the set trigger first, click on the ‘Capture Webhook Response’ button on your Pabbly Connect trigger window.
(b) Open Your Shopify Store
Now, go back to your Shopify dashboard and open the online store.
(c) Create a Test Contact
Fill in all the required customer details to make a test contact and complete the registration by pushing the ‘Create’ button at last.
(d) Check & Save Trigger Response
Once you successfully complete the registration, the Pabbly Connect trigger response will start showing the data for the current sign-up. Also, remember to save the trigger response.
Step 7: Setting Action for Shopify to Autopilot Integration
Now, as we have gathered all the necessary information to create a contact on Autopilot from Shopify response. We can now proceed to feed this data to perform the action. After that, a new subscriber will be created automatically for every new Shopify customer.
(a) Select Application you want to Integrate
Hit the plus button next to your Shopify trigger.
Select the app to integrate here as ‘Autopilot ‘ & method as ‘Add/Update Contact’.
Lastly, push the ‘Connect with Autopilot’ button.
Then the system will ask you for an API key.
(b) Connecting Autopilot to Pabbly Connect
Next, sign-in to your Autopilot account and click on the gear icon (i.e, Settings).
On the secondary menu that opens next, select the Autopilot API option.
Lastly, generate as well as copy the API key.
(c) Paste the API Key on Pabbly Connect
Subsequently, paste the copied Autopilot API key on Pabbly Connect and click on ‘Save’.
(d) Map Fields
Now, map the email address and other required fields.
To map a value, hit the menu button (three horizontal lines) next to that particular field.
After that, select the value that you want to map with that respective field.
Similarly, map all the other required fields also.
(f) Send Test Request
Further, click on the ‘Save & Send Test Request’ button to send a request for creating a contact on Autopilot.
(g) Check & Save Response
Certainly, you can check the response of your API in the action window. And, if there is some error while sending the data then it will show you the error.
Finally, hit the ‘Save’ button to save the action API’s response.
Step 8: Check Response in Autopilot Dashboard
Also, you can check the subscriber’s entry on your connected Autopilot account.
Conclusion –
To sum up, this was all about ‘How to add Autopilot contact from new Shopify customers’. Consequently, after completing the step by step procedure, you will end up auto-creating Autopilot contact from the newly added Shopify customer.
Meanwhile, you can opt Pabbly Connect for FREE with all its premium features.
Also, comment below your queries and suggestions.
