Integrating Shopify with Flodesk Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Shopify with Flodesk using Pabbly Connect to automate subscriber management based on orders. Follow this detailed tutorial for seamless automation. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Shopify and Flodesk Integration

To integrate Shopify with Flodesk, we will use Pabbly Connect. This platform allows us to automate the process of adding subscribers to Flodesk based on Shopify orders. Start by creating a free account on Pabbly Connect and log in to access the dashboard.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something descriptive like ‘Add Subscriber in Different Segment of Flodesk Based on Shopify Order’. Click on ‘Create’ to initiate the setup.

Connecting Shopify to Pabbly Connect

In this step, we will connect Shopify as the trigger application in Pabbly Connect. Select ‘Shopify’ from the application list and choose the trigger event as ‘New Order’. This means that every time a new order is placed in Shopify, it will trigger the workflow.

Pabbly Connect will provide you with a webhook URL. Copy this URL and go to your Shopify store. Navigate to Settings > Notifications, scroll down to the Webhooks section, and click on ‘Create Webhook’. Paste the copied URL, select ‘Order Payment’ as the event, choose JSON as the format, and save the webhook.

• Copy the webhook URL from Pabbly Connect.
• Go to Shopify Settings > Notifications.
• Create a new webhook with the copied URL and save.

This connection will allow Pabbly Connect to capture order details whenever a new order is placed, enabling automation for adding subscribers to Flodesk.

Testing the Shopify Connection with Pabbly Connect

To ensure that the connection between Shopify and Pabbly Connect is working, place a test order in your Shopify store. Use dummy customer details and add multiple products to the cart. After completing the checkout process, return to Pabbly Connect to check if the order data has been received.

If the connection is successful, you will see the order details populated in the Pabbly Connect dashboard. This includes information such as customer email, product names, and order amounts. Confirm that the data reflects the order you just placed, which verifies that Pabbly Connect is capturing the information correctly.

• Place a test order in Shopify with multiple products.
• Check Pabbly Connect for the captured order data.
• Ensure the customer details and product information are accurate.

Once you confirm that Pabbly Connect is receiving the data correctly, you can proceed to the next step of adding subscribers to Flodesk.

Adding Subscribers to Flodesk Using Pabbly Connect

Now that we have confirmed the Shopify connection, we will set up Flodesk as the action application in Pabbly Connect. Select ‘Flodesk’ and choose ‘Add Subscriber’ as the action event. Connect your Flodesk account by providing the necessary access permissions.

In the configuration, map the customer email and other relevant details from the Shopify order data captured earlier. This ensures that each customer who places an order is automatically added as a subscriber in Flodesk with their respective details.

Select Flodesk as the action application in Pabbly Connect. Map customer details from the Shopify order to Flodesk fields. Save the configuration to complete the subscriber addition process.

After saving, test this action to ensure that the subscriber is added to Flodesk successfully. You should see a confirmation message indicating that the subscriber was created.

Segmenting Subscribers in Flodesk Based on Orders

To enhance the automation, we will segment subscribers in Flodesk based on the products they ordered. This is done by using a lookup table in Pabbly Connect to determine which segment each subscriber should belong to based on the product type.

After adding the subscriber, click on the plus icon to add a new action step. Choose ‘Lookup Table’ and configure it to check the product name. Based on the product ordered, map the corresponding segment ID that you want the subscriber to be added to. This allows for dynamic segmentation of subscribers.

Add a Lookup Table action in Pabbly Connect. Map product names to their respective segment IDs. Ensure the segments are accurately set for dynamic subscriber management.

This segmentation process allows you to automatically categorize subscribers in Flodesk based on their purchasing behavior, enhancing your marketing efforts.

Conclusion

By following this tutorial, you can effectively integrate Shopify with Flodesk using Pabbly Connect, automating the addition of subscribers based on their orders. This setup not only saves time but also enhances your email marketing strategy through effective segmentation.

Utilizing Pabbly Connect for this integration simplifies the process, ensuring that your subscribers are managed efficiently and effectively based on their purchasing behavior.