Shopify to Salesforce Automations
Shopify Customer Created or Updated to Salesforce Account
Copying 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.
- When this happens
- Step 1: A customer is created or updated on Shopify
- Then do this
- Step 2: Query for Salesforce account
- Then do this
- Step 3: Send customer to Salesforce account
Customize these workflows to get started
Deploy these templates and customize them with just a few clicks. Our team of automation experts built and tested these workflow templates to get you up and running fast. No code necessary.
Questions?
Automation experts are just a click away →
Our California-based, customer success team is happy to help you every step of the way. Whether you need help adding one of our free workflow templates or need a partner to build a custom integration to your Shopify store. Our goal is to help you be successful.
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- The Pedla
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- “The customer support team is UNREAL. Answered my questions in a timely manner and went so above and beyond to help me.”
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- “Mesa helped me automate tasks that take us a LOT of time. Now, we can focus on more important things for scaling the business.”
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- Shopify
- E-Commerce
Shopify is an all-in-one eCommerce platform that allows merchants to sell products and services online and in retail stores
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