How it works
Follow these 6 simple steps to start converting Typeform submissions into Shopify customer records
Form Response Created
Form Response Created
Search Customer
Search Customer
Path 1 Rule - Has Existing Customer
Path 1 Rule - Has Existing Customer
Update Customer
Update Customer
Path 2 Rule - No Existing Customer
Path 2 Rule - No Existing Customer
Create Customer
Create Customer
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.
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.
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.
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