Send a Shopify Order to a Salesforce Opportunity and Opportunity Products
Save 15 minutes
Reduce the need to micromanage the process of transferring information from one platform to another. This template will send orders from Shopify to Salesforce Opportunity and Opportunity Products once the order is created. This gives you the ability to easily track when orders are potential opportunities to gain more sales.
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BeautiHere's how this template works:
Step 1. Every time this happens:
An Shopify order is created
Step 2. Then do this:
Query for Salesforce account
Step 3. Then do this:
Find the order's variants' id
Step 4. Then do this:
Query for Salesforce product
Step 5. Then do this:
Send order to Salesforce Opportunity and Opportunity Products
Done!
Relax. We got you!
With free onboarding service included, our experts will setup this template so you can finally rid yourself of this task.