Want to know the easiest way to add Zoho Desk contact from new Shopify customers using an amazing software named Pabbly Connect“.
But, before jumping on that, let’s put a flashlight on both software and the need of integrating it. Shopify is an e-commerce platform that lets you build your own store in minutes. Whereas Zoho Desk is help desk software that helps businesses to focus on the customer queries.
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
Now as we know owning a Shopify store is common these days but to stay top of your store one must need the best customer service. The service that can help your customers with their queries. And for that, people use Zoho Desk.
However, there is no direct way to integrate this software with Shopify.
Guess what! We are saving you from trouble by suggesting Pabbly Connect which is a real savior that lets you integrate multiple premium applications in a matter of time.
By using this software you can transfer data between different applications in real-time. And you know what!! To use this software, you don’t need to have any coding skills, even a newbie can use it easily. Just go to the App Directory and look for the apps you use to get started.
Here, in this tutorial, we will learn how to connect the Shopify and Zoho Desk in real-time. Also, we have a template for this integration to help you get started quickly. Click the Use Workflow button below to get started.
So, buckle up for the integration process.
Step 1: Sign up to Pabbly Connect
Firstly, start the process of connecting Shopify to Zoho Desk by clicking on the “Sign Up Free” icon on the Pabbly Connect dashboard. Further, fill-up all the details manually or you can sign up using Gmail credentials.
Try Pabbly Connect for FREE
Next, to create a Zoho Desk contact from the new Shopify customers, login into the Connect account, then click on the “Access Now” button as shown in the above image. Further, start the process of building a workflow for integration by clicking on the “Create Workflow” button. Moreover, add the name of workflow which in our case is “Shopify to Zoho Desk”. Nevertheless, you can always name the workflow according to your requirements. Next, after building a workflow, you have to choose the app to create a workflow for integrating Shopify to Zoho Desk. Pabbly Connect proffers unlimited actions and triggers, click here to get unlimited workflows for free. The following step is to select “Shopify” from the dropdown, then choose the “New Customer” option to append every customer data from the software into Zoho Desk. The next step is to copy the webhook URL which is appearing on the dashboard. To save customer’s data from Shopify into Zoho Desk as contact, you gotta paste the copied Webhook URL in the software. For that, you have to log in to your Shopify account. After login into the Shopify account, go to the “Settings” section on the bottom of the dashboard. Next, when you click on “Settings”, it will open up a tab with a different option. Just click on the “Notifications” option to paste the Webhook URL. Below in the “Notification” tab, you will see the Webhook option, just click on the “Create Webhook” button. As soon as you click on the “Create Webhook” option, it will open up the window with a certain option. In “Event”, choose “Customer Creation” from the dropdown, the “Format” would be JSON. Simply paste the copied URL in the “URL” column. Lastly, click on “Save Webhook” to save the setting. Now, to test the whole integration we will fill out the form of creating an account from the customer end. Just fill in all the details and hit the “Create” button. Make sure to hit the “Capture Webhook Response” button in the Pabbly Connect dashboard. Further, when you check the admin end of the Shopify store, you will see the entry will appear there. Further, when you click on the “Create” option in the Shopify account, the entry will appear on the “Pabbly Connect” dashboard. Further, click on the “Save” option. Now, to make this Shopify – Zoho Desk integration work, you have to choose the action for your trigger. Subsequently, click on the “+” icon to add an action for your trigger. In our case, it is the “Zoho Desk”. Then, select the “Create Contact” option. Moreover, after making all the necessary changes, click on the “Connected with Zoho Desk” button. Further, it will open the authorization window, for which you have to log in to your Zoho Desk account. As soon as you click on the connected button, it will open up the “Authentication” window where you have to fill in the domain name. Furthermore, map the required field from the drop-down such as for the name, select the name, and for the email address, map the email address. Subsequently, after filling in all the details, save the setting and then “Send Test Request” to test the Shopify Zoho Desk integration. Lastly, when you check the Customer section in Zoho Desk, your entry will automatically appear there. Now you know how to add new Shopify customers to Zoho Desk as contacts. Kudos! Here we have provided step by step procedure of how to add Zoho Desk contact from new Shopify customers. Now you know how easy is to integrate Shopify with Zoho Desk using Pabbly Connect. Not only this, one can use this software to connect unlimited apps within minutes. So just stop right there from whatever you’re doing! And grab lifetime access to Pabbly Connect for free.Step 2: Access Pabbly Connect
Step 3: Workflow for Shopify to Zoho Desk Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for Shopify to Zoho Desk Integration
(a) Select Application you Want to Integrate
(b) Copy the Webhook URL
Step 5: Connecting Shopify to Pabbly Connect
(a) Go to Shopify Settings
(b) Click on Notifications
(c) Move to Webhook Option
(d) Paste the Webhook URL
(e) Create Account from Customer End
(f) Check Response in Shopify Backend
Step 6: Test the Response in Pabbly Connect Dashboard
Step 7: Setting Action for Shopify to Zoho Desk Integration
(a) Select Application you Want to Integrate
(b) Click the Connect Button
(c) Fill Domain Name
(d) Map Field Details
(e) Save and Send Test Request
Step 8: Check Response in Zoho Desk Dashboard
Conclusion –
You May Also Like To Read –
