How it works
Follow these 2 simple steps to start adding your Shopify customers to Salesforce contacts whenever they place an order
Order Created
Order Created
Create Contact
Create Contact
Make it your own
Customize this workflow even further:
Set up duplicate checking
Configure Salesforce rules to check for existing contacts before creating new ones, preventing duplicate records when customers place multiple orders.
Add customer tags and segmentation
Extend the workflow to include custom fields like order value ranges, product categories purchased, or customer lifetime value for better sales targeting.
Create follow-up tasks
Chain additional actions to automatically create sales tasks or opportunities in Salesforce based on order details like high-value purchases or first-time buyers.
Connect to email marketing
Add steps to simultaneously update your email marketing platform with the same customer data for coordinated sales and marketing efforts.
Frequently asked questions
Will this create duplicate contacts if the same customer places multiple orders?
This workflow creates a new contact attempt each time, but Salesforce's duplicate rules will typically prevent actual duplicates if you have them enabled. Consider setting up Salesforce duplicate management or modifying the workflow to check for existing contacts first.
What happens if a Shopify order is missing address information?
The workflow will still create the contact with whatever information is available. Empty address fields in Shopify will result in blank fields in the Salesforce contact, but the contact will still be created with the available data like name and email.
Can I customize which Salesforce fields get populated from the order data?
Yes, you can modify the Create Contact step to map additional Shopify order data to custom Salesforce fields, such as order total, product categories, or customer tags for more detailed contact records.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.
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