This automation scenario allows you to connect Shopify and Agile CRM
It can be build using Integromat, a no-code workflow automation tool. Integromat 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 Agile CRM can also be integrated using automation tools other than integromat:
When this trigger fires in Shopify
Triggers when a new customer is added.
Then these actions happen in Agile CRM
Performs an arbitrary authorized API call.
Creates a new contact.
This guide contains information on how to set up an automatic workflow that allows to Create Agile CRM contacts from Shopify customers.
Part I
First, we need to connect Shopify and Agile CRM to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Shopify to Make.com.
Give Make.com access to your Shopify account, using Shopify credentials.
Connect Agile CRM to Make.com.
Give Make.com access to your Agile CRM account, using Agile CRM credentials.
Part II
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
Choose the following trigger: Watch Customers (Triggers when a new customer is added.).
Then set up an Action for Agile CRM
Choose this action: Make an API Call (Performs an arbitrary authorized API call.).
Then set up another Action for Agile CRM
Choose this action: Create a Contact (Creates a new 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 Agile CRM.
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 Create Agile CRM contacts from Shopify customers!
Triggers when a new customer is added to your Shopify account.
Triggers when a new purchase is made (only open orders) (with line item support).
Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded.
Triggers whenever a cart is "abandoned" (only open carts) (with line item support).
Triggers when a new order is added.
Triggers when a new purchase is made (of any order status).
Creates New Contact in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Create a deal in the Agile CRM.
Add a Note to the Contact.
Add Tag to a Contact in the Agile CRM.
Creates a new contact.
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.