How it works

Follow these 2 simple steps to create Shopify customers from converted Salesforce leads

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Lead Converted
App connector: Salesforce • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Salesforce account for leads that have been converted to opportunities, ensuring no qualified prospects slip through the cracks during your sales process.

The workflow automatically checks for newly converted leads in Salesforce every hour. When a lead gets converted (meaning your sales team has qualified them as a real opportunity), this trigger captures all the lead's contact information including name, email, phone, and address details. No configuration is needed - the system connects to your Salesforce account and polls for converted leads using the standard Salesforce API. The lead data then gets passed to the next step to create the corresponding customer record in Shopify.

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Create Customer
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This action transforms your qualified Salesforce leads into Shopify customer records, giving your ecommerce team immediate access to prospect information and enabling targeted marketing campaigns.

The step automatically creates a new customer in your Shopify store using the lead information from Salesforce. The customer record includes the lead's email address, phone number, first and last name, plus their complete address details (street, city, state, postal code, and country). All field mappings are pre-configured to match standard Salesforce lead fields with Shopify customer fields. Once created, the new customer appears in your Shopify admin under Customers, ready for your team to engage with targeted emails, abandoned cart campaigns, or personalized product recommendations.

Make it your own

Customize this workflow even further:

Add customer tags based on lead source
Tag new customers with labels like "Trade Show Lead" or "Website Inquiry" based on the original lead source in Salesforce, helping your marketing team segment and target appropriately.
Send welcome emails to new customers
Connect an email service like Klaviyo or Mailchimp to automatically send personalized welcome messages to newly converted customers, including product recommendations based on their inquiry history.
Create customer groups for targeted campaigns
Automatically assign converted leads to specific customer segments in Shopify based on their industry, company size, or geographic location from the original Salesforce data.
Sync additional lead data to customer notes
Transfer important qualification notes, company information, or conversation history from Salesforce to the Shopify customer notes field for context during future interactions.

Frequently asked questions

What happens if a Salesforce lead doesn't have complete address information?
The workflow will still create the Shopify customer record with whatever contact details are available. Missing address fields will simply be left blank in the customer record, and you can update them manually later or through other workflows.
Can this workflow handle leads converted multiple times or prevent duplicate customers?
The workflow triggers on newly converted leads each hour, so the same lead won't be processed twice. However, if a customer with the same email already exists in Shopify, the API will return an error rather than creating a duplicate - you'll need to check your MESA logs to see these cases.
Will this sync historical converted leads or only new ones going forward?
This workflow only processes leads that get converted after you activate it. If you need to sync historical converted leads, you'll need to run a Time Travel to target a broader date range.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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