Create or Update a Shopify Customer from New Typeform Submissions

8 min setup

No coding required

Runs automatically

Automate customer management by converting Typeform submissions into Shopify records. This workflow starts with a new form response that collects a customer’s name, email, or phone number, then creates or updates the customer in Shopify. It also adds a tag of your choice and checks existing records to apply the tag if it is missing. This setup streamlines customer segmentation for applications, sign-ups, or programs while ensuring profiles remain accurate and organized.

How it works

6 steps to start converting Typeform submissions into Shopify customer records

Form Response Created

App connector: Typeform• Time to complete: 2 minutes

Why this matters: This trigger captures form submissions at the moment they're completed, ensuring customer records are created or updated immediately while the submission data is fresh and accurate.

Search Customer

App connector: Shopify• Time to complete: 0 minutes (Auto-configured)

Why this matters: Prevents duplicate customer records by checking if someone with the submitted email already exists in your Shopify store, ensuring data integrity.

Path 1 Rule - Has Existing Customer

App connector: Paths• Time to complete: 1 minute

Why this matters: When a customer already exists in Shopify, this path updates their information with the latest form data and applies the appropriate tag for existing customers, keeping records current.

Update Customer

App connector: Shopify• Time to complete: 1 minute

Why this matters: Refreshes existing customer records with the latest information from the form and can apply a unique "Typeform" tag, ensuring your customer data stays current and properly segmented for repeat applicants.

Path 2 Rule - No Existing Customer

App connector: Paths• Time to complete: 0 minutes (Auto-configured)

Why this matters: When no matching customer exists in Shopify, this path creates a new customer record from the form data and applies a tag identifying them as new, building your customer database automatically.

Create Customer

App connector: Shopify• Time to complete: 2 minutes

Why this matters: Establishes a complete customer profile in Shopify for first-time form submitters, applying a unique tag that distinguishes them from existing customers for targeted segmentation and outreach.

Frequently asked questions

How do I find my Typeform field IDs to map the data correctly?

After connecting your Typeform and selecting your form in the trigger step, run a test submission. The workflow will capture the response and display all field IDs in the format "field_xxxxx". Use these exact IDs in the Update Customer and Create Customer steps to map your form fields correctly.

What happens if someone submits the form multiple times with the same email?

The workflow will update the existing customer record each time, refreshing their information with the latest submission data. No duplicate customer records will be created.

Can I collect and sync additional information beyond name and email?

Yes, add any additional Typeform fields (like phone, company, address) to both the Update Customer and Create Customer steps. Make sure the field exists in both steps to maintain consistency between new and existing customers.

Make this template your own!

Customize this workflow even further:

• Add phone numbers and addresses
• Send confirmation emails after customer creation
• Store form responses in Google Sheets
• Route to different tags based on form answers

You're in good company

Avg. App Store rating

4.9/5

Merchant reviews

157

Avg. time saved per week

3.5 hrs

"MESA has been a game changer for us. And, if you ever get stuck, their support team is always super helpful."

PetFriendly

"It's like Zapier but exactly designed for Shopify. I have been able to complete all the workflows that I've needed."

Zailys

"The MESA team has been amazing at helping us set up our automations. We would highly recommend this app!"

Rothy's