Send a Salesforce lead to a Shopify customer
Salesforce to Shopify Automation TemplateRetain customer loyalty by connecting your converted leads from Salesforce to Shopify. This template sends contact details from Salesforce to a Shopify customer when a lead converts. Keep the momentum going by bridging the gap between these two major platforms.
Add TemplateHere's how this template works:
Step 1: Everyt time this happens:
A new lead is created in Salesforce
Step 2: Then do this:
A customer is created or updated in Shopify
Workflow Templates
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Send a Shopify customer to a Salesforce contact
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Send a Salesforce Product to a Shopify Product
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Send a Shopify customer to a Salesforce contact when a Shopify order is created
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Send a Shopify customer to a Salesforce lead
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Send Shopify Order, Customer and Products to Salesforce
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Send an updated or new Shopify Product to a Salesforce Product and Pricebook entry
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Send an updated or new Shopify customer to a Salesforce account
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Send a Shopify Order to a Salesforce Opportunity and Opportunity Products