Shopify
Salesforce
integromat

An automated workflow using integromat

Connects Shopify + Salesforce

Add new Shopify paid orders to Salesforce as leads

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 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.

Categories

Shopify and Salesforce can also be integrated using automation tools other than integromat:

Diagram

Add new Shopify paid orders to Salesforce as leads
Workflow diagram: Shopify + Salesforce integration

How it works?

When this trigger fires in Shopify

Shopify

Watch Orders in Shopify

Triggers when a new order is added.

Then these actions happen in Salesforce

Salesforce

Search for Records in an Object in Salesforce

Searches for records in an object that matches the specified search query.

Salesforce

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 paid orders to Salesforce as leads.

Part I

Configure Applications

First, we need to connect Shopify and Salesforce to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Shopify to Make.com.

    Connect Shopify to Make.com.

    Give Make.com access to your Shopify account, using Shopify credentials.

  • Connect Salesforce to Make.com.

    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

    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 Salesforce

    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

    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

    Customize data flow

    Configure the data that is exchanged between Shopify and Salesforce.

  • Test the workflow and turn it on for production use

    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 paid orders to Salesforce as leads!

Supported triggers and actions

  • Salesforce

    New record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    zapier
    triggerbyzapier
  • Salesforce

    Updated 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.).

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Salesforce

    Updated record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    zapier
    triggerbyzapier
  • Salesforce

    Watch records in an object

    Triggers when a record in an object is created or updated.

    integromat
    triggerbyintegromat
  • Salesforce

    New outbound message

    Triggers when a new outbound message is received in Salesforce.

    zapier
    triggerbyzapier
  • Salesforce

    Opportunity 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

    ifttt
    triggerbyifttt
  • Shopify

    Create customer

    Creates a new customer.

    zapierintegratelypabbly-connectpipedream
    actionbyzapierintegratelypabbly-connectpipedream
  • Shopify

    Create order

    Creates a new order (with line item support).

    zapierintegratelypabbly-connectpipedream
    actionbyzapierintegratelypabbly-connectpipedream
  • Shopify

    Create product

    Creates a new product.

    zapierintegratelypabbly-connectpipedream
    actionbyzapierintegratelypabbly-connectpipedream
  • Shopify

    Update customer

    Updates an existing customer. Replaces only data that is set.

    zapierintegratelypabbly-connectpipedream
    actionbyzapierintegratelypabbly-connectpipedream
  • Shopify

    Create blog entry

    Creates a new blog post.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Shopify

    Create product variant

    Creates a new product variant.

    zapierintegratelypabbly-connectpipedream
    actionbyzapierintegratelypabbly-connectpipedream

Apps you need

Salesforce

Salesforce

CRM

Enterprise cloud CRM platform

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.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.