An automated workflow using zapier
Connects Shopify + Keap Max Classic
Add new Shopify customers to Keap Max Classic as new contacts
About this workflow template
This automation scenario allows you to connect Shopify and Keap Max Classic
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Shopify and Keap Max Classic can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Shopify
New Customer in Shopify
Triggers when a new customer is added to your Shopify account.
Then this action happens in Keap Max Classic
Create/Update Contact in Keap Max Classic
Creates a new contact. Can be used to update existing contacts too.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Shopify customers to Keap Max Classic as new contacts.
Part I
Configure Applications
First, we need to connect Shopify and Keap Max Classic to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Shopify to Zapier.
Give Zapier access to your Shopify account, using Shopify credentials.
Connect Keap Max Classic to Zapier.
Give Zapier access to your Keap Max Classic account, using Keap Max Classic credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Shopify
Choose the following trigger: New Customer (Triggers when a new customer is added to your Shopify account.).
Then set up an Action for Keap Max Classic
Choose this action: Create/Update Contact (Creates a new contact. Can be used to update existing contacts too.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Shopify and Keap Max Classic.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Shopify customers to Keap Max Classic as new contacts!
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Supported triggers and actions
New paid order
Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded.
triggerbyzapierautomateioNew customer
Triggers when a new customer is added to your Shopify account.
triggerbyzapierautomateiopabbly-connectpipedreamalbatoNew order
Triggers when a new purchase is made (only open orders) (with line item support).
triggerbyzapierautomateiopabbly-connectpipedreamNew abandoned cart
Triggers whenever a cart is "abandoned" (only open carts) (with line item support).
triggerbyzapierpipedreamWatch orders
Triggers when a new order is added.
triggerbyintegromatNew product
Triggers when a new product is added to your Shopify store.
triggerbyzapierautomateiopabbly-connectpipedreamalbato
Create/update contact
Creates a new contact. Can be used to update existing contacts too.
actionbyzapierTag existing contact
Applies a tag to an existing contact.
actionbyzapierintegratelyCreate note
Creates a note on an existing contact
actionbyzapierintegratelyUpdate contact
Updates an existing contact.
actionbyzapierintegratelySend email
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
actionbyzapierCreate company
Create a new company.
actionbyzapierintegrately
Apps you need
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