Shopify
Salesforce
automateio

An automated workflow using automateio

Connects Shopify + Salesforce

Add new Shopify Customers as Salesforce Contacts

About this workflow template

This automation scenario allows you to connect Shopify and Salesforce

It can be build using Automateio, a no-code workflow automation tool. Automateio 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 automateio:

Diagram

Add new Shopify Customers as Salesforce Contacts
Workflow diagram: Shopify + Salesforce integration

How it works?

When this trigger fires in Shopify

Shopify

New Customer in Shopify

Triggers when there is a new Customer

Then this action happens in Salesforce

Salesforce

Add or Update a Contact in Salesforce

Creates a new Contact or updates an existing Contact

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 Salesforce Contacts.

Part I

Configure Applications

First, we need to connect Shopify and Salesforce to Automateio.

  • Create Automateio account.

    Create Automateio account.

    Create Automateio account if you don't have one.

  • Connect Shopify to Automateio.

    Connect Shopify to Automateio.

    Give Automateio access to your Shopify account, using Shopify credentials.

  • Connect Salesforce to Automateio.

    Connect Salesforce to Automateio.

    Give Automateio 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 Automateio.

  • Set up a Trigger action for Shopify

    Set up a Trigger action for Shopify

    Choose the following trigger: New Customer (Triggers when there is a new Customer).

  • Then set up an Action for Salesforce

    Then set up an Action for Salesforce

    Choose this action: Add or Update a Contact (Creates a new Contact or updates an existing Contact).

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 Customers as Salesforce Contacts!

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.

Automateio

Automateio

Automation Platforms

Cloud automation platform which automates marketing, sales, and business workflows with no-code workflows

Automate.io was acquired by Notion in September 2021. Notion will be closing down the Automate product on October 31, 2022.