Send a Shopify Order to a Salesforce Opportunity and Opportunity Products
Shopify to Salesforce Automation TemplateReduce 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.
Add TemplateHere's how this template works:
Step 1: Everyt 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
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 customer to a Salesforce account
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Send an updated or new Shopify Product to a Salesforce Product and Pricebook entry