Shopify
Zoho CRM
integromat

An automated workflow using integromat

Connects Shopify + Zoho CRM

Add new Shopify customer as new contact in Zoho CRM

About this workflow template

This automation scenario allows you to connect Shopify and Zoho 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.

Categories

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

Diagram

Add new Shopify customer as new contact in Zoho CRM
Workflow diagram: Shopify + Zoho CRM integration

How it works?

When this trigger fires in Shopify

Shopify

Watch Customers in Shopify

Triggers when a new customer is added.

Then this action happens in Zoho CRM

Zoho CRM

Create an Object in Zoho CRM

Creates a new 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 customer as new contact in Zoho CRM.

Part I

Configure Applications

First, we need to connect Shopify and Zoho CRM 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 Zoho CRM to Make.com.

    Connect Zoho CRM to Make.com.

    Give Make.com access to your Zoho CRM account, using Zoho 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

    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 Zoho CRM

    Then set up an Action for Zoho CRM

    Choose this action: Create an Object (Creates a new 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 Zoho CRM.

  • 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 customer as new contact in Zoho CRM!

Supported triggers and actions

  • Shopify

    New customer

    Triggers when a new customer is added to your Shopify account.

    zapierautomateiopabbly-connectpipedream
    triggerbyzapierautomateiopabbly-connectpipedream
  • Shopify

    New order

    Triggers when a new purchase is made (only open orders) (with line item support).

    zapierautomateiopabbly-connectpipedream
    triggerbyzapierautomateiopabbly-connectpipedream
  • Shopify

    New paid order

    Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded.

    zapierautomateio
    triggerbyzapierautomateio
  • Shopify

    New abandoned cart

    Triggers whenever a cart is "abandoned" (only open carts) (with line item support).

    zapierpipedream
    triggerbyzapierpipedream
  • Shopify

    Watch orders

    Triggers when a new order is added.

    integromat
    triggerbyintegromat
  • Shopify

    New order (any status)

    Triggers when a new purchase is made (of any order status).

    zapier
    triggerbyzapier
  • Zoho CRM

    Create module entry

    Creates a new entry in a module

    zapierintegrately
    actionbyzapierintegrately
  • Zoho CRM

    Create/update module entry

    Create or update module entries

    zapier
    actionbyzapier
  • Zoho CRM

    Update module entry

    Update existing entry in the selected module

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zoho CRM

    Create an object

    Creates a new object.

    integromat
    actionbyintegromat
  • Zoho CRM

    Add tag

    Add new tag to existing module entries

    zapierintegrately
    actionbyzapierintegrately
  • Zoho CRM

    Find module entry

    Finds an entry in a module

    zapier
    actionbyzapier

Apps you need

Zoho CRM

Zoho CRM

CRM

A comprehensive customer relationship management tool for businesses

Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.

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.