Shopify to Salesforce Automations
Shopify Order Created to Salesforce Opportunity and Opportunity Products
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.
- When this happens
- Step 1: An Shopify order is created
- Then do this
- Step 2: Query for Salesforce account
- Then do this
- Step 3: Find the order's variants' id
- Then do this
- Step 4: Query for Salesforce product
- Then do this
- Step 5: Send order to Salesforce Opportunity and Opportunity Products
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?
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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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