How to Connect Shopify Forms to HighLevel [Tutorial]
Connecting Shopify Forms with HighLevel is a priority for any Shopify user that wants to automatically gather lead data, optimize customer interactions, and ultimately, convert more leads into paying customers.
However, there’s an elephant in the room: For the sheer majority of users, connecting these applications together can turn into a technical and financial challenge, as coding through APIs is not always easy, nor affordable.
On the other hand, there’s a solution to this problem: By using Make, you will be able to integrate Shopify and HighLevel in a matter of minutes, and it’ll likely cost you less than the average cheeseburger out there.
Before we jump into the tutorial, it’s worth telling you that the resulting solution is also available as a Make template that you can use right away.
If you’re new to Make, we recommend following the tutorial to understand how the Shopify - HighLevel integration works under the hood.
Ready to get started? Then sign up for your Make account, and let’s build this together!
Step 1: Create a new Make scenario and add the Shopify app
Start this tutorial by logging into your Make account and clicking “Create a new scenario”.
This will take you to the the scenario builder, where you can search for the Shopify app.
Since you want the scenario to trigger when you have new sign-ups added as new customers, select the Shopify > Watch Customers module.
Now it’s time to configure the Shopify module.
Click Add and select Shopify as the Connection type to connect your Shopify account to Make.
In the next window, you can give the connection a name and enter your Shopify subdomain.
Once your account is connected, you can enter the Limit, which is the maximum amount of customers you want Make to retrieve during a single execution of the scenario.
For example, if you usually receive 10 form submissions a day and schedule the scenario to run once a day, the Limit should be set to a number higher than 10.
After setting the Limit, click OK and another window will pop up, asking you where you would like to start processing from.
If you select From now on, only customers that sign up from this point will be fetched when the scenario executes.
If you select All, it will fetch all your existing customers during the next execution. You can also select customers from a specific date or start from a specific customer as well.
After deciding when to start, click OK and move on to the next step.
Step 2: Add the HighLevel app
Now we need to add the HighLevel app to the scenario. To do this, simply click on the plus sign on the side of the Shopify module when you hover over it.
Here, search for HighLevel.
Since we want to send customers over to HighLevel (for retargeting, loyalty programs, newsletters, etc.) select the HighLevel > Create a Contact module.
Now Connect your HighLevel account to Make.
You will need your HighLevel API key to do so. If you don’t know where to find it, here’s the official HighLevel page that shows you how.
After connecting HighLevel to Make, all you need to do is map (drag and drop) the matching data items from the Shopify module to the HighLevel module fields.
Scroll down the module to see all the available fields that you can map, eg. First Name item to the First Name field.
At this point, all new customers will be sent over to HighLevel, even if they weren’t acquired through the signup form.
However, we only want customers that signed up to be sent to HighLevel, and this requires us to filter those customer records.
We can use a Filter in Make to do that.
Step 3: Add a filter
You’ll notice a link between the two modules - if you click on it, you will open the filter configuration window.
Let’s start by naming the filter, which is good practice when building scenarios.
Customers who sign up are automatically tagged with the form’s name, so this is what we will use to filter the customer records.
To do that, map the Tags data item to the top field.
Then, select the Equals to (case sensitive) text operator and enter the form's name in the bottom field.
That’s all you need to do to set up the filter!
Step 4: Schedule and save the scenario
The final step is to determine how often you want the scenario to trigger, for instance every 15 minutes, once a day, once a week, and so on.
Notice the clock icon on the Shopify module? Click it to open the scheduling settings.
Set up the scheduling that makes the most sense to you and click OK.
Finally, save your scenario, switch it on, and let Make handle this task automatically once and for all.
Conclusion: Connecting apps has never been easier
By integrating Shopify Forms with HighLevel, you'll be taking an important step towards better customer engagement and increased sales conversions.
Now it’s time to forget about the old, manual data entry that steals valuable time and resources from your operation: This integration is key to focus on real-time, data-informed actions that truly matter.
If you followed this tutorial, you might have noticed that we didn’t write a single line of code to deploy this integration, and did so in just a couple of steps.
In other words, integrating apps with Make is not just easy, but also incredibly cost-effective as you don’t need a highly technical professional to do it.