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.

Use this template → Related article

Form Response Created

Search Customer

Path 1 Rule - Has Existing Customer

Update Customer

Path 2 Rule - No Existing Customer

Create Customer

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How it works

6 steps to start converting Typeform submissions into Shopify customer records

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.

When a form response is submitted in Typeform, this trigger activates the workflow and captures all the form answers. The workflow is configured to monitor a specific form using the form_id found in your Typeform dashboard under the form's Share settings or in the URL when editing your form. Form answers are accessed using unique field identifiers which correspond to specific questions in your form.

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.

This step searches your Shopify customer database using the email address from the Typeform submission. The search is limited to 1 result for efficiency and returns {{shopify.0.id}} if a matching customer is found, or returns empty if no match exists. This customer ID value determines which path the workflow takes next—update or create.

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.

This conditional path executes when {{shopify.0.id}} is not empty, meaning a matching customer was found in the search. The workflow evaluates this condition and proceeds to update the existing customer record with fresh information from the form submission. If this condition is true, the workflow updates rather than creates.

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.

This step updates the existing Shopify customer record using {{shopify.0.id}} as the customer identifier. It updates the customer's email, first name, and last name values. The tags field is set to "Existing Wholesale"—you should customize this tag to match your business needs (e.g., "Returning Applicant" or "Existing Program Member"). Note: The field identifiers in this step must match the actual field IDs from your Typeform, which you can find by testing the trigger and examining the response data.

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.

This conditional path executes when {{shopify.0.id}} is empty, meaning no matching customer was found in the search. The workflow evaluates this condition and proceeds to create a brand new customer record with the form submission data. If this condition is true, the workflow creates rather than updates.

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.

This step creates a new Shopify customer record using data from the Typeform submission. It sets the customer's email, first name, and last name. The tags field is set to "New Wholesale"—customize this tag to match your business needs (e.g., "New Applicant" or "First-Time Submission"). Like the update step, the field identifiers must match your actual Typeform field IDs, which you can find by testing the trigger and examining the response structure.

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Make it your own!

Customize this workflow even further:

Add phone numbers and addresses

Extend the workflow to capture and map additional Typeform fields like phone numbers, company names, or addresses to create more complete Shopify customer profiles with all relevant contact information.

Send confirmation emails after customer creation

Add an email step after the customer is created or updated to automatically send a confirmation message thanking them for their submission or providing next steps in your application process.

Store form responses in Google Sheets

Connect a Google Sheets step to log each submission with timestamp, email, and customer status (new vs. existing) for reporting and tracking form conversion metrics.

Route to different tags based on form answers

Add conditional logic to check specific form responses (like "account type" or "interest level") and apply different tags accordingly, enabling more granular customer segmentation beyond just new vs. existing.

Common questions

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

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

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

Ready to start converting Typeform submissions into Shopify customer records?

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