How it works

Follow these 3 simple steps to start saving your Shopify customers to a spreadsheet

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Customer Created

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Shopify store and captures new customer data the moment someone creates an account or places their first order.

The trigger activates whenever a new customer is created in your Shopify store, whether they sign up directly or complete their first purchase. It automatically captures essential customer information like email, name, phone number, and any tags you've assigned. This step runs completely in the background and passes the customer data to the next step for additional processing. No configuration is needed - it connects to your Shopify store automatically.

Retrieve Customer

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step fetches complete customer details including tags and notes that might not be available in the initial trigger data.

The retrieve action pulls the full customer record from Shopify using the customer ID from the trigger step. This includes additional fields like customer tags and notes that are often updated after the initial account creation. The step ensures you have access to the most comprehensive customer data before adding it to your spreadsheet. This step runs automatically and requires no configuration from you.

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Add Row

App connector: Google Sheets • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step creates the actual spreadsheet entry with your customer data, organized in the columns you've selected during setup.

The Add Row action takes all the customer information from the previous steps and creates a new row in your Google Sheets spreadsheet. You'll configure which customer fields to include as columns during the template setup - options include Customer ID, Email, First Name, Last Name, Phone, Tags, and Notes. The step automatically formats the data and adds it to your specified spreadsheet, creating the spreadsheet if it doesn't exist yet. Each new customer becomes a new row with their information organized across your chosen columns.

Make it your own

Customize this workflow even further:

Filter customers by tags or location
Add conditions to only track customers with specific tags (like "VIP" or "Wholesale") or from certain geographic regions, helping you focus on your most valuable segments.
Send welcome emails to new spreadsheet additions
Connect email tools like Gmail or Mailchimp to automatically send personalized welcome messages when customers are added to your tracking spreadsheet.
Create customer segments in multiple sheets
Set up separate workflows to organize different customer types into different spreadsheets, such as one for retail customers and another for wholesale accounts.
Sync data to your CRM
Extend the workflow to also add new customers to your CRM system like HubSpot or Salesforce, keeping all your customer data synchronized across platforms.

Frequently asked questions

Will this capture customers who abandon their carts without completing a purchase?
No, this workflow only triggers when a customer record is actually created in Shopify, which typically happens when someone completes their first order or manually creates an account. Cart abandonment doesn't create a customer record.
Can I add customers who were created before I activated this workflow?
This workflow only captures new customers going forward from when you activate it. To add existing customers, you'd need to run a Time Travel to save them into your Google Sheet as a one-time workflow run.
What happens if I change the column headers in my Google Sheet after the workflow is running?
The workflow will continue adding data to the columns based on their position, not their names. If you rename columns, the data will still go to the right place. However, if you delete or reorder columns, you may need to update the workflow configuration to match your new layout.
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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