Create new Shopify customers from parsed email data
In our integration article with Shopify, we showed you the possibilities of how you can save countless hours of work through simple clicks. Parseur will automate your Shopify workflow in one go depending on which business processes are time-consuming for you.
As a powerful email parsing tool, Parseur comes with advanced features, facilitating the extraction of specific data from emails and documents such as PDFs or Excel. Parseur is a visual no-code text extraction tool. It has a built-in library of templates covering a wide range of use cases.
Lead generation is one of the important aspects of any business. Gathering leads will enable you to do an email marketing campaign also to sell your products. Being an online retailer, you have to take care of everything in your Shopify store from the look and feel to updating products and contacting suppliers.
We will take the case where you are adding new Shopify customers to your store manually. You may be receiving new leads in your mailbox on a daily basis in different formats and layouts. Going through those emails and extracting the relevant information from them takes time.
What you will need:
Step 1: Forward your leads email to your Parseur mailbox
If you’re new to extracting data from emails and documents with Parseur, check out this article to create your first template. Once your template is created, data extracted from your emails will be similar to the image below:
We will jump right into the part where we will add new Shopify customers.
Step 2: In your Parseur mailbox, go to export and search for Shopify
Once you have created your template, you can send the parsed data to any application of your choice via Zapier.
Zapier is a cloud automation tool that connects two or more apps together so as to automate repetitive tasks without coding.
Search for Shopify and, click on “Create Zap”, this will open your Zapier dashboard.
Step 3: Connect Parseur with Zapier
Connect your Parseur account and select your mailbox. Zapier will retrieve the last extracted email data from your mailbox.
Step 4: Connect Shopify with Zapier to create your Shopify customer
Choose “app” as Shopify and “action event” as Create customer
Then, you will be asked to sign in to your Shopify account.
You will have to set up a Shopify ID to connect with Zapier. Follow the on-screen instructions for this process.
Once connected, you will be able to customize the data fields using parsed data from Parseur. As you can see, the extracted data are available from the dropdown.
Customize the fields to complete the integration process.
Step 5: Testing whether a new customer is created when a new email is received
When all the information has been filled in, click on “continue” and Zapier will create a new customer in Shopify. Don’t forget to turn the zap on!
Each time your Parseur mailbox will receive a new lead email, it will be processed automatically and, this integration with Shopify will trigger.
The contact information of new customers will then be sent to your Shopify store.
Automating manual business processes for your online store will lead to a successful e-commerce experience!