An automated workflow using automateio
Connects Shopify + Salesforce
Add new Shopify orders as Salesforce leads
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 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 automateio:
Diagram
How it works?
When this trigger fires in Shopify
New Order in Shopify
Triggers when there is a new Order
Then this action happens in Salesforce
Add or Update a Lead in Salesforce
Creates a new Lead or updates an existing Lead
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Shopify orders as Salesforce leads.
Part I
Configure Applications
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
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
Choose the following trigger: New Order (Triggers when there is a new Order).
Then set up an Action for Salesforce
Choose this action: Add or Update a Lead (Creates a new Lead or updates an existing Lead).
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 orders as Salesforce leads!
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
Automateio
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.
