An automated workflow using integromat
Connects Shopify + Salesforce
Add new Shopify customers as new leads in Salesforce
About this workflow template
This automation scenario allows you to connect Shopify and Salesforce
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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 Salesforce can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Shopify
Watch Customers in Shopify
Triggers when a new customer is added.
Then these actions happen in Salesforce
Search for Records in an Object in Salesforce
Searches for records in an object that matches the specified search query.
Create a Record in an Object in Salesforce
Creates a new record in an object.
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 as new leads in Salesforce.
Part I
Configure Applications
First, we need to connect Shopify and Salesforce 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 Salesforce to Make.com.
Give Make.com access to your Salesforce account, using Salesforce 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 Customers (Triggers when a new customer is added.).
Then set up an Action for Salesforce
Choose this action: Search for Records in an Object (Searches for records in an object that matches the specified search query.).
Then set up another Action for Salesforce
Choose this action: Create a Record in an Object (Creates a new record in an object.).
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 Salesforce.
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 as new leads in Salesforce!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
triggerbyzapierUpdated field on record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
triggerbyzapierpabbly-connectUpdated record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
triggerbyzapierWatch records in an object
Triggers when a record in an object is created or updated.
triggerbyintegromatNew outbound message
Triggers when a new outbound message is received in Salesforce.
triggerbyzapierOpportunity was won
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
triggerbyifttt
Create customer
Creates a new customer.
actionbyzapierintegratelypabbly-connectpipedreamCreate order
Creates a new order (with line item support).
actionbyzapierintegratelypabbly-connectpipedreamCreate product
Creates a new product.
actionbyzapierintegratelypabbly-connectpipedreamUpdate customer
Updates an existing customer. Replaces only data that is set.
actionbyzapierintegratelypabbly-connectpipedreamCreate blog entry
Creates a new blog post.
actionbyzapierpabbly-connectCreate product variant
Creates a new product variant.
actionbyzapierintegratelypabbly-connectpipedream
Apps you need
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
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.
