Learn how to automate customer creation in Shopify from Facebook Lead Ads using Pabbly Connect. Step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start using Pabbly Connect, first visit the Pabbly website. You can do this by typing Pabbly.com/connect in your browser. This platform allows you to automate tasks between different applications seamlessly.
Once on the page, sign in to your Pabbly account. If you are a new user, you can sign up for free and receive 100 tasks monthly. After signing in, navigate to the Pabbly Connect dashboard to begin creating your automation workflow.
2. Creating a New Workflow in Pabbly Connect
In Pabbly Connect, you will create a new workflow that connects Facebook Lead Ads with Shopify. Click on the ‘Create Workflow’ button and name your workflow. For this tutorial, name it ‘Create Shopify Customer from Facebook Lead Ads’.
- Select the folder for your workflow, such as ‘Facebook Lead Automations’.
- Click on ‘Create’ to finalize your workflow setup.
After creating the workflow, you will see two boxes: one for the trigger and one for the action. The trigger is the event that starts the automation, while the action is what happens as a result. Here, the trigger is Facebook Lead Ads and the action is Shopify.
3. Setting Up the Trigger with Facebook Lead Ads
To set up the trigger in Pabbly Connect, select Facebook Lead Ads as your trigger application. Choose ‘New Lead Instant’ as the trigger event. This will allow Pabbly to respond whenever a new lead is generated.
Now, click on ‘Connect’ to establish a connection between Facebook Lead Ads and Pabbly Connect. If you have an existing connection, you can save it; otherwise, create a new connection by logging into your Facebook account. After authorization, select the page and lead form to use for this integration.
- Choose the Facebook page you want to connect, such as ‘Glam Fusion’.
- Select the lead form that captures user data.
Once set up, click on ‘Save and Send Test Request’ to verify the connection. Ensure you submit a test lead through your Facebook Lead Ads to see if the data appears in Pabbly Connect.
4. Setting Up the Action to Create a Customer in Shopify
Next, in Pabbly Connect, set Shopify as your action application. Choose ‘Create Customer’ as the action event. This will enable the automation to create a customer in Shopify whenever a new lead is received.
To connect Shopify, click on ‘Connect’. If you don’t have an existing connection, enter the Admin API access token and your store’s subdomain. You can obtain the API key by creating a new app in your Shopify account.
Go to Shopify settings, then to Apps and Sales Channels. Click on ‘Develop Apps’ and create a new app for integration.
After entering the API key and subdomain, map the fields from the Facebook lead data to the Shopify customer fields. This ensures that whenever a new lead is created, the customer details are automatically filled in Shopify.
5. Testing the Integration and Finalizing
Finally, to test the integration in Pabbly Connect, submit a new lead through your Facebook Lead Ads. Ensure you provide all required details such as first name, last name, email, and phone number.
After submission, check your Shopify dashboard under the Customers section to confirm that the new customer has been created successfully. If everything is set up correctly, you should see the new customer details reflected in Shopify.
Verify that the customer information matches the lead data submitted. Repeat the process with different leads to ensure consistent performance.
By following these steps, you have successfully integrated Facebook Lead Ads with Shopify using Pabbly Connect, automating the customer creation process.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate the process of creating Shopify customers from Facebook Lead Ads. This integration streamlines your workflow and enhances efficiency.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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