Send an updated or new Shopify customer to a Salesforce account
Shopify to Salesforce Automation TemplateCopying information from each customer to a third party service is time consuming and staying organized while running a store can be difficult. This template sends a customer from Shopify to Salesforce Account whenever a customer is created or updated. You can now sync crucial information across your two major platforms.
Add TemplateHere's how this template works:
Step 1: Everyt time this happens:
A customer is created or updated on Shopify
Step 2: Then do this:
Query for Salesforce account
Step 3: Then do this:
Send customer to Salesforce account
Less work. Accomplish more.
Our team will setup this template for you. Just ask!
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 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 a Shopify Order to a Salesforce Opportunity and Opportunity Products