Integrate Shopify to Salesforce Workflows

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Mesa Workflow Template

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.

Step 1: When 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

Use This Workflow Template

This workflow automation is easily customized. Contact our automation experts if you have questions or need help getting this setup.

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