An automated workflow using integromat
Connects Shopify + Agile CRM
Add new Shopify customers to an Agile CRM campaign
About this workflow template
This automation scenario allows you to connect Shopify and Agile CRM
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Shopify and Agile CRM can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Shopify
Watch Orders in Shopify
Triggers when a new order is added.
Then this action happens in Agile CRM
Add a Contact to a Campaign in Agile CRM
Adds a contact by email to a selected campaign.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Shopify customers to an Agile CRM campaign.
Part I
Configure Applications
First, we need to connect Shopify and Agile CRM to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Shopify to Make.com.
Give Make.com access to your Shopify account, using Shopify credentials.
Connect Agile CRM to Make.com.
Give Make.com access to your Agile CRM account, using Agile CRM credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Shopify
Choose the following trigger: Watch Orders (Triggers when a new order is added.).
Then set up an Action for Agile CRM
Choose this action: Add a Contact to a Campaign (Adds a contact by email to a selected campaign.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Shopify and Agile CRM.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Shopify customers to an Agile CRM campaign!
Related Automation Templates
Supported triggers and actions
New customer
Triggers when a new customer is added to your Shopify account.
triggerbyzapierautomateiopabbly-connectpipedreamalbatoNew order
Triggers when a new purchase is made (only open orders) (with line item support).
triggerbyzapierautomateiopabbly-connectpipedreamNew paid order
Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded.
triggerbyzapierautomateioNew abandoned cart
Triggers whenever a cart is "abandoned" (only open carts) (with line item support).
triggerbyzapierpipedreamWatch orders
Triggers when a new order is added.
triggerbyintegromatNew order (any status)
Triggers when a new purchase is made (of any order status).
triggerbyzapier
Create contact
Creates New Contact in the Agile CRM.
actionbyzapierintegratelypabbly-connectCreate or update contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
actionbyzapierCreate deal
Create a deal in the Agile CRM.
actionbyzapierintegratelypabbly-connectAdd note
Add a Note to the Contact.
actionbyzapierintegratelypabbly-connectAdd tag to contact
Add Tag to a Contact in the Agile CRM.
actionbyzapierintegratelypabbly-connectCreate a contact
Creates a new contact.
actionbyintegromat
Apps you need
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
