Send Shopify Order, Customer and Products to Salesforce
Shopify to Salesforce Automation TemplatePower up your Shopify and Salesforce automations with this collection of three templates! Seamlessly sync and send all the information you need from Shopify to Salesforce. The three templates included in this collection are 01. Shopify Product Created or Updated to Salesforce Product and Pricebook Entry, 02. Shopify Customer Created or Updated to Salesforce Account, and 03. Shopify Order Created to Salesforce Opportunity and Opportunity Products. Be sure to set up and configure each template separately to ensure you're getting the most out of this collection.
Add TemplateHere's how this template works:
Step 1: Everyt time this happens:
Obtain information from Shopify orders, customers, and products
Step 2: Then do this:
Send that information to Salesforce
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 Salesforce lead to a Shopify customer
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Send a Shopify customer to a Salesforce lead
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Send a Shopify customer to a Salesforce contact when a Shopify order is created
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Send an updated or new Shopify customer to a Salesforce account
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Send an updated or new Shopify Product to a Salesforce Product and Pricebook entry
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Send a Shopify Order to a Salesforce Opportunity and Opportunity Products