New Shopify customers, welcomed with a call
Create a Customer creation webhook in Shopify with the URL LumaKol gives you. Every new customer with a phone number becomes a lead with their address, notes and tags, ready for a welcome, confirmation or upsell call.
- Sent on Customer creation
- Address, notes and tags kept
- Each customer added once
Shopify at a glance
- How leads get in
- A Shopify webhook on the Customer creation event, in JSON, posted to the private URL your LumaKol source gives you.
- How fast
- As Shopify sends the webhook, which it does when the customer record is created.
- Repeats and retries
- Each Shopify customer is recorded once by their Shopify customer ID, so a webhook Shopify sends again is ignored. A number that is already a lead gets a note.
- Where you set it up
- Shopify admin → Settings → Notifications → Webhooks → Create webhook.
Who it’s for
D2C and ecommerce brands selling products where a call makes the difference, such as furniture, appliances, jewellery, skincare regimens, supplements or trade supplies: confirming cash-on-delivery orders, explaining how to use the product, or turning a first order into a regular customer.
- New customers arrive once; repeat orders from the same customer do not create new leads.
- Shopify customer notes and tags are copied into the lead’s note.
- Ask for a phone number at checkout so every new customer can be called.
How to connect it
- 1
Add Shopify as a lead source
In LumaKol, go to Integrations → Lead sources, choose Add source, then Shopify, and copy the webhook URL.
- 2
Create the webhook in Shopify
In Shopify admin, open Settings → Notifications → Webhooks and click Create webhook.
- 3
Choose Customer creation
Choose the event Customer creation and the format JSON, paste the URL and save. Send test checks the connection.
- 4
Pick who makes the welcome calls
Send new customers to the person who confirms orders, or share them in turn between your callers. A tag such as first order marks them in the calling queue.
What comes in with each customer
| What Shopify sends | Where it lands in LumaKol |
|---|---|
| first_name and last_name (or the names on the default address when those are empty) | Name |
| phone, or the default address’s phone when the customer has none | Phone |
| default_address.company | Company |
| default_address.address1 and address2 | Address |
| default_address.city, province and zip | City, state and postal code |
| default_address.country_code | Country |
| note and tags | The lead’s first note, with the tags on a “Tags:” line |
A phone number without a country code is read with your workspace’s country. Order details are not part of the Customer creation event, so they do not come through.
After the lead arrives
A new customer reaches the caller as a lead in the stage and with the tags you set, ready for a welcome or order-confirmation call, and the lead’s timeline shows it came from your Shopify source. An automation rule on Lead source is Shopify customers can set a follow-up a week later, for a check-in or a reorder call.
Common Shopify problems, and the fix
Send test shows Not added
Shopify’s test sends a sample customer. If that sample has no valid phone number, it is listed under Activity as Not added, which still shows the URL works. Check with a real customer who gives a phone number.
Customers arrive without a phone number
They are listed as Not added, because there is nothing to call. Make the phone number field required in your Shopify checkout settings, or ask for it on the shipping address, which LumaKol also reads.
Numbers are saved with the wrong country code
Numbers without a country code are read with your workspace’s country. If you sell abroad, ask customers to include their country code, or check the country set for your LumaKol workspace.
The webhook URL was shared by mistake
Open the source and use Change URL. The old URL stops working at once; paste the new one into the webhook in Shopify straight after.
Questions about Shopify
Which customers become leads?+
Every new customer your store creates, whether they sign up or check out for the first time, as long as they have a phone number.
Do repeat orders create leads?+
No. The webhook is sent when a customer is created, so returning customers are not added again.
Do order totals or products come through?+
No. The Customer creation event describes the customer, not an order, so LumaKol receives their name, phone, email, default address, note and tags.
What about customers with no phone number?+
They are not added and show under Activity as Not added. Ask for a phone number at checkout to call every new customer.
Is the webhook URL private?+
Yes. It is unique to your workspace, so share it only with Shopify. If it leaks, Change URL gives you a new one.
Step-by-step setup guide
Related integrations
All integrations- RazorpayBuyers from Payment Pages, Payment Links and Payment Buttons, with the amount paid.Set up guide
- InstamojoEach successful Instamojo payment, with the buyer’s details and what they bought.Set up guide
- ZapierLumaKol’s own Zapier app: new leads, stage moves and call outcomes out, leads and notes in.Set up guide
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