Integrate Shopify with LeadSquared

1. Feature Overview

This connector captures leads and tasks in real-time from your Shopify account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. Before you get started, you must install and configure the Universal Lead Capture Connector.

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared and Shopify accounts.
  • The Universal Lead Capture connector is a paid feature. To enable it on your account, please reach out to your account manager, or write to support@leadsquared.com.

 

3. How it Works

Note: Before completing the following steps, you must create the following accounts on Shopify –

To push lead data from Shopify to your LeadSquared account, configure the Shopify connector instance. Once configured, enable the connector.

During configuration, a webhook URL is generated in LeadSquared. Copy this URL and set it up in your Shopify account. To know how to do this, refer to Webhooks Configuration Overview in Shopify. Once it’s set up, the lead capture process is initiated.

 

4. Installation

Once the Universal Lead Capture connector is installed, install and configure the Shopify connector.

  1. On your LeadSquared account, navigate to Apps>Universal Lead Capture.
  2. You’ll find the Shopify connector on this page. Alongside the connector, click Configure.

Integrate Shopify with LeadSquared

 

5. Configuration

After installation, on the Lead Capture page, configure the connector settings in order to push data from Shopify.

5.1 Basic Details

Enter the following details –

Integrate Shopify with LeadSquared

PropertyDescription
Lead SourceEnter the lead source through which the leads were captured (e.g., Shopify, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source.
Default Country CodeIf the lead’s mobile number is captured without a country code, then the default country code that’s selected from the dropdown will be added to the lead’s mobile number.
Select Time ZoneThe time zone followed in your Shopify account.
Lead Capture Search By CriteriaTo avoid duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key. This will be used to identify the leads pushed from Shopify.

To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique.

Lead Capture Secondary Search By CriteriaIf lead identification and capture through the primary Search By criteria fails, it will be re-attempted using the secondary Search By criteria.
Select User to Notify on FailureIf there is an error in fetching leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account.

To know more about the type of errors, please refer to Error Notifications.

Enable NotificationTo ensure notification emails are sent to the selected user when there’s a failed query, enable the Checkbox checkbox.

Once you’ve entered all the details, click Save & Next.

 

5.2 Entity Options

Define the sync behaviour of the connector when leads are captured.

Lead/Contact Entity

Based on the Lead Capture Search By criteria selected (email Id, phone number, etc.), LeadSquared identifies and captures leads from your Shopify account. Lead capture is enabled by default, and it cannot be disabled.

Select one of the following options to configure the connector’s Sync Behaviour

  • Capture (Create and Update existing) Record – Leads that only exist in your Shopify account (but not in your LeadSquared account) will get created in LeadSquared. Leads that exist in both your Calendly and LeadSquared accounts will get updated.
  • Create only new record – Leads that only exist in your Shopify account (but not in your LeadSquared account) will get created in LeadSquared.
  • Update only existing record – Leads that exist in both your Shopify and LeadSquared accounts will get updated in LeadSquared.

Integrate Shopify with LeadSquared

Edit Mapping

Once you configure the Sync Behaviour, you’ll have to ensure the field mapping is accurate. To do this, click Edit Mapping. On the Default/Edit Mapping screen, the Shopify system fields mapped by default to the corresponding LeadSquared lead fields are visible. If required, you can change or update the default field mapping.

  • To provide a default value for any field, click  , enter the value under Default Value, and click Google.
    • If the data provider doesn’t send data for any lead field, then the default value will get assigned to that specific field. But if the field already has an existing value, then the default value will be ignored.
  • To disable lead data capture for any field, disable the Zoom slider.
  • To mark a unique lead field as the search key, click Mark Unique.
  • To create a custom Shopify lead field, click the Add Custom button.
    1. Once this field is created, you must map it to the relevant LeadSquared lead field.
    2. After the field is mapped, to save the custom field, click Google.
    3. To delete a custom field, click .

Integrate Shopify with LeadSquared

 

5.3 Generate the Webhook URL

After you provide basic details and finish field mapping, a custom webhook URL is generated. To automate lead capture, copy this URL and set it up on your Shopify account. To know more, refer to Shopify Webhooks.

After you’ve set up the webhook, click More Actions, and enable the sync job. This ensures lead data from Shopify will be pushed to LeadSquared using the webhook.

Note: To view logs of all the sync jobs that have taken place, from the More Actions dropdown, click View Logs.

Integrate Shopify with LeadSquared

 

6. View Logs

Here, you can view logs of all the sync jobs that have taken place. View New Events (New Leads), Updated Events (Updated Leads), and Errors (when capturing leads).

  1. Navigate to Apps>Universal Lead Capture.
  2. Alongside the Shopify connector, click Options, and then click View Logs.
    • Alternatively, on the Lead Capture configurations page, from the More Actions dropdown, you can View Logs.
  3. You can filter the logs by selecting a date range (Today, Last 7 Days, This Month, and Last Month), by selecting the Job Status (“All”, “Success” and “Failure”), and by selecting the Sync Status (All, Error, and Success).
  4. You can view the sync status of the following events –
    • New Events – List of all the new leads that have been created in LeadSquared during the selected date range.
    • Updated Events – A list of all the –
      • Duplicate leads that were created with the same Search by Criteria value (e.g., with the same Email Id, Mobile Number, etc.).
      • Leads that previously contained errors, which were fixed and synced successfully.
    • Failed – The list of leads that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
  5. To view the Sync Response details, under Request ID/Sync Job ID, click the Id.
    • Under the right panel, you can view the response status, the API URL, the request, and the response.
    • The responses that are successful will contain the details of the leads that have been pushed from Shopify.
    • To view the lead capture response under Sync API Response, Leads Updated and Errors in Leads, click Information.

Note:

  • For a response that contains an error, the reason for the error is listed in the response. Once you fix it, you can click the Retry button to perform the sync again.
  • The current Lead Sync Behaviour will reflect in the Logs screen. This will help identify the sync that’s used (Capture or Update) for the selected Request/Sync Job Id.

Integrate Shopify with LeadSquared

 

7. Other Actions

You can edit or delete the Shopify connector instance that you created. To do this –

  1. Navigate to Apps>Universal Lead Capture.
  2. Alongside the Shopify connector, click Options.
  3. From the list of options, you can perform the following actions –
    • Edit Configurations
    • View Logs
    • Remove Configurations

Integrate Shopify with LeadSquared

 

8. View Reports

You can view the total number of leads that have been pushed by Shopify, by referring to the Lead Source report. To know more, please refer to How to track the source of your Leads using Lead Source Report?

Integrate Shopify with LeadSquared

 

Any Questions?

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