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.
Shopify and Salesforce can also be integrated using automation tools other than automateio:
When this trigger fires in Shopify
Triggers when there is a new Customer
Then this action happens in Salesforce
Creates a new Contact or updates an existing Contact
This guide contains information on how to set up an automatic workflow that allows to Add new Shopify Customers as Salesforce Contacts.
Part I
First, we need to connect Shopify and Salesforce to Automateio.
Create Automateio account.
Create Automateio account if you don't have one.
Connect Shopify to Automateio.
Give Automateio access to your Shopify account, using Shopify credentials.
Connect Salesforce to Automateio.
Give Automateio access to your Salesforce account, using Salesforce credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Automateio.
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
Choose this action: Add or Update a Contact (Creates a new Contact or updates an existing Contact).
Part III
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 Salesforce Contacts!
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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.).
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a record in an object is created or updated.
Triggers when a new outbound message is received in Salesforce.
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
Creates a new customer.
Creates a new order (with line item support).
Creates a new product.
Updates an existing customer. Replaces only data that is set.
Creates a new blog post.
Creates a new product variant.
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
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.