Learn how to automate customer creation in Shopify from LinkedIn Lead Gen Forms using PAB. Step-by-step tutorial with detailed instructions. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Trigger Integration with LinkedIn Lead Gen Forms

The first step in the integration process involves setting up the trigger using LinkedIn Lead Gen Forms. This is crucial as it will allow you to automate the creation of customers in Shopify whenever a new lead is generated. You will start by logging into PAB and creating a new workflow.

To set up the trigger, follow these steps:

  • Log into PAB.
  • Click on the ‘Create Workflow’ button.
  • Name your workflow, for example, ‘Create Shopify Customer from LinkedIn Leads.’
  • Select ‘LinkedIn Lead Gen Forms’ as your trigger application.
  • Choose the trigger event as ‘New Lead Gen Form Response.’

Now that you have set up the trigger, you will need to connect your LinkedIn account to PAB. This connection allows PAB to receive data from LinkedIn whenever a new lead is generated. Make sure to select the correct LinkedIn account and lead form that you are using for your ad campaign.

2. Action Setup for Creating a Customer in Shopify

The next step is to set up the action that will create a customer in Shopify based on the lead information received from LinkedIn. This is where the automation becomes powerful, as you can directly convert leads into customers.

To set up the action in PAB, follow these steps:

  • Search for Shopify in the action application section.
  • Select ‘Create Customer’ as the action event.
  • Connect your Shopify account to PAB using your Shopify admin API access token.
  • Fill in the required details such as the Shopify store’s subdomain.

After connecting Shopify, you will need to map the lead details from LinkedIn to the customer fields in Shopify. This includes mapping the first name, last name, email address, and phone number of the lead. This mapping ensures that every time a new lead is generated, the correct details are populated in Shopify.

3. API Configuration for Shopify Integration

The API configuration is essential for ensuring that PAB can communicate effectively with Shopify. This involves setting up the necessary API scopes to allow PAB to create customers in your Shopify store.

To configure your API settings, perform the following steps:

Go to your Shopify admin and navigate to Apps. Click on ‘Develop Apps’ and create a new app. Name the app, for example, ‘Shopify Customer Creation.’ Set the necessary API scopes, particularly those related to customer management.

Once you have set up the API scopes, install the app and retrieve the API access token. This token is crucial as it allows PAB to authenticate and perform actions on your Shopify store.

4. Testing the Integration Between LinkedIn and Shopify

After configuring the trigger and action, it’s time to test the integration. This step is vital to ensure that everything works as expected and that new leads from LinkedIn are correctly creating customers in Shopify.

To test the integration, follow these steps:

Fill out the LinkedIn lead gen form as a test lead. Submit the form and wait for the response to be captured in PAB. Check your Shopify account to confirm that the new customer has been created.

During testing, make sure to observe the data being sent from LinkedIn to PAB and then to Shopify. This will help you identify any issues that may arise during the integration process.

5. Conclusion: Automating Customer Creation with PAB

In conclusion, by integrating LinkedIn Lead Gen Forms with Shopify using PAB, you can streamline the process of customer creation. This automation not only saves time but also enhances your marketing efforts by allowing you to send personalized emails to new customers.

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By following the steps outlined in this tutorial, you can successfully set up an automated workflow that captures leads from LinkedIn and creates customers in Shopify. With PAB, managing your leads and customer relationships becomes more efficient and effective.

Start automating your customer creation process today using PAB and watch your business grow!