How to Update Shopify Customer from Updated Zoho CRM Contact Using Pabbly Connect

Learn how to automate the update of Shopify customers using updated Zoho CRM contacts with Pabbly Connect in this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Zoho CRM and Shopify Integration

To automate the process of updating Shopify customers from updated Zoho CRM contacts, you first need to set up Pabbly Connect. This platform facilitates the integration between Zoho CRM and Shopify seamlessly. Start by signing up for a free account on the Pabbly Connect website.

Once you log in, navigate to your dashboard. Click on the ‘Create Workflow’ button. Name your workflow, for instance, ‘Zoho CRM to Shopify’. Select the appropriate folder for your workflow and click on ‘Create’ to begin the integration process.

2. Triggering Updates from Zoho CRM in Pabbly Connect

The next step is to set up the trigger for your workflow. Within Pabbly Connect, select Zoho CRM as the app for the trigger. Choose the event as ‘Update Module Entry’ from the dropdown menu. This ensures that any updates in Zoho CRM will trigger the workflow.

• Select ‘Zoho CRM’ as the app.
• Choose the trigger event ‘Update Module Entry’.
• Connect your Zoho CRM account to Pabbly Connect.

After connecting, specify the module as ‘Contacts’. Click on ‘Save and Send Test Request’ to ensure Pabbly Connect captures the updates from Zoho CRM. Now, make a test update in your Zoho CRM to see if Pabbly Connect registers the change.

3. Searching for Customers in Shopify Using Pabbly Connect

Once you have the updated contact details from Zoho CRM in Pabbly Connect, the next step is to search for the corresponding customer in Shopify. For this, select Shopify as the next action app in your workflow.

Choose the action event as ‘Search Customer’. You’ll need to connect to your Shopify account by providing your store’s subdomain and access token. This allows Pabbly Connect to search for the customer based on the email address received from Zoho CRM.

• Select ‘Shopify’ as the action app.
• Choose the action event ‘Search Customer’.
• Map the email address from the Zoho CRM trigger to search for the customer.

After mapping the email, click on ‘Save and Send Test Request’ to verify if the customer exists in Shopify. If the customer is found, Pabbly Connect will retrieve their details.

4. Updating Customer Details in Shopify

If the customer exists in Shopify, the next step involves updating their details using Pabbly Connect. You need to add another action step and select Shopify again, this time choosing the action event ‘Update Customer’.

Connect to your Shopify account again if prompted. In this step, you will map the details from the updated Zoho CRM contact to the corresponding fields in Shopify. This includes first name, last name, address, and any other relevant information.

Select the customer ID from the previous search step. Map the updated fields from Zoho CRM to Shopify. Click ‘Save and Send Test Request’ to confirm the update.

Once you complete this step, the customer details in Shopify will reflect the updates made in Zoho CRM. Check your Shopify account to confirm that the changes have been successfully applied.

5. Conclusion

In this tutorial, we demonstrated how to automate the update of Shopify customers using updated Zoho CRM contacts through Pabbly Connect. By setting up triggers and actions, you can ensure that any changes made in Zoho CRM are reflected in Shopify automatically.

This integration not only saves time but also enhances data accuracy across platforms. With Pabbly Connect, you can easily manage your e-commerce and CRM workflows without manual intervention.