Automate Shopify Customer Creation from Instamojo Sales using Pabbly Connect

Learn how to automatically create Shopify customers for new Instamojo sales using Pabbly Connect. Follow our step-by-step guide for seamless integration. 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 Instamojo and Shopify Integration

To get started with automating customer creation in Shopify for new Instamojo sales, you first need to access Pabbly Connect. This platform serves as the integration hub that connects Instamojo and Shopify seamlessly.

Begin by signing up for a free account on Pabbly Connect if you haven’t done so already. Once you log in, you can start creating workflows that will automate the process of adding new customers directly into Shopify whenever a sale occurs on Instamojo.

2. Setting Up the Integration Between Instamojo and Shopify

To set up the integration, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow that connects Instamojo with Shopify. Select the ‘New Instamojo Sale’ as the trigger event.

• Choose Instamojo as the trigger application.
• Select the ‘New Sale’ event to trigger the workflow.
• Connect your Instamojo account by providing the necessary API keys.

After setting up the trigger, you will need to specify the action that should occur in Shopify. This involves selecting Shopify as the action application and choosing the option to create a new customer. This is where Pabbly Connect plays a crucial role in ensuring that customer data flows seamlessly from Instamojo to Shopify.

3. Configuring Fields for Customer Creation in Shopify

In this step, you will configure the necessary fields to ensure that customer information from Instamojo is captured correctly in Shopify. In Pabbly Connect, you need to map the fields from the Instamojo sale to the corresponding fields in Shopify.

• Map the customer name from Instamojo to the Shopify customer name field.
• Link the email address from Instamojo to the email field in Shopify.
• Include additional details like phone number and address if required.

Once all fields are mapped correctly, test the integration to ensure that a new customer is created successfully in Shopify whenever a sale is made on Instamojo. This is a critical step to confirm that Pabbly Connect is functioning correctly and facilitating the data transfer as intended.

4. Testing the Integration for Successful Data Transfer

After configuring the fields, it is essential to test the integration to verify its functionality. You can do this by making a test sale on Instamojo. Once the sale is completed, check your Shopify account to see if the customer has been created.

This testing phase is crucial, as it ensures that Pabbly Connect is effectively capturing the sale data from Instamojo and creating a corresponding customer entry in Shopify. If the test is successful, you can be confident that your integration is set up correctly.

5. Finalizing the Automation Process with Pabbly Connect

Once testing is complete and you have verified that the integration works as expected, you can finalize the automation process. This involves activating the workflow in Pabbly Connect to ensure that it runs automatically for future sales.

By enabling this automation, you will no longer need to manually create customers in Shopify for every sale made on Instamojo. This saves time and reduces the risk of errors, allowing you to focus on other important aspects of your business.

Conclusion

Automating the creation of Shopify customers for new Instamojo sales using Pabbly Connect streamlines your business operations. By following this detailed step-by-step tutorial, you can ensure a seamless integration that saves time and enhances efficiency.