How to Send ClickFunnels Orders to Shopify for Fulfillment

This article explains how to use Zapier to connect ClickFunnels orders to Shopify. It is designed for users who sell physical products on ClickFunnels and want to send orders to Shopify for fulfillment. Depending on the number of funnels and products involved, you may need to create multiple Zaps.

Table of Contents

• Basic Setup
• Advanced Setup

Basic Setup

This goes over the basics required to connect ClickFunnels to Shopify via Zapier. It works well if you have a product selling a single product you want to fulfill via Shopify.

Written Walkthrough:

1. Log in to your Shopify account and click the “Create” button in the top left corner.
   In the drop-down, select “Zaps.”
   
   

   
   

2. Click on the trigger step to set it up.
   
   
   
3. In the modal search for “ClickFunnels,” then select “ClickFunnels Classic”
   
   
4. In the right control panel, set “Event” to “New Successful Purchase” and click "Continue."
   
   
5. Click “Choose” to select a ClickFunnels account.
6. Choose an existing account you have connected to or connect a new account.
7. Once you have chosen an account, click “Continue”.
   
   

   
   

8. Select a funnel and step you want to trigger this Zap. You can also apply it to all funnels or all steps in a particular funnel. Afterward, click "Continue."
   
   

   
   

9. Click “Test trigger”
10. If there is a purchase, they will show up. Choose one to use as an example while setting things up then click “Continue with selected record”.
    
    

    
    

11. Next, you will be shown a modal to set up the next step in the Zap. Search for “Shopify” and select it.
    
    
12. Select the event you want to trigger after a purchase. Depending on how you handle things in Shopify, this will be “Create Draft Order” or “Create Order.” Then click “Continue.”
    
    
13. Click “Choose” to select the Shopify account to send the data to.
    Select an existing account or click “Connect a new account” and click “Continue”
    
    
    
14. Next, you will configure how the order should be created in Shopify. This will be highly dependent on your specific setup. However, in general, we can say you will probably want to set things like.
    • Contacts email. 
    • Product. 
    • Shipping address.
      
      
15.  Once that is done, click "Continue"
    
    

    
    

16. On the final step, click “Test step”
17. Review the order created in Shopify and adjust settings if needed & re-test until you get the desired outcome.
18. Once you have verified things are working how you want, publish your Zap.
    
    

    
    

Advanced Setup

This goes over ways to build on the basic setup, allowing users to create more sophisticated setups for dealing with things like funnels selling multiple products.

Filters

You can use Zapier Filters to continue only if a specific product is purchased. For example, you could use this if an order form in ClickFunnels offered multiple products and only one of them requires fulfillment via Shopify

Written Walkthrough:

1. Click the + sign to add a new step.
   
   

   
   

2. In the modal, search for “filter” then select “Filter by Zapier”.
   
   

   
   

3. Next, configure the filter. This will depend on the specifics of your setup, but will probably be something like: Continue if “product name” "matches" “A products name”.
4. Once this is configured click “Continue”.
   
   

Paths

You can use Zapier Paths to continue in different ways depending on which product is purchased.
For example you could use this if a single order form has multiple products that would each need fulfillment. Allowing you to create Shopify orders with the correct product depending on which they purchase.

Written Walkthrough:

1. Click the + sign to add a new step
   
   

   
   

2. In the modal search for “paths” then select “Paths by Zapier”
   
   

   
   

3. Next, configure the filters for each path. This will depend on the specifics of your setup, but will probably be something like. Setting up a path for each product, where the filter is: Continue if “product name” “matches” “A products name” with each path leading to a separate Shopify step similar to the one outlined in the basic setup portion of this article.

Example:

Path 1: Continue if “Product A” then create a Shopify order for Product A”
Path 2: Continue if “Product B” then create a Shopify order for Product B”