"Entering data into Salesforce again... It's tedious and I'm worried about making mistakes."
Many people manually input information into Salesforce every time an order is placed on Shopify. Are you feeling frustrated with this repetitive task? In fact, by integrating Shopify with Salesforce, you can automate the registration and updating of order information and customer data. For example, when a new order is placed on Shopify, you can create an opportunity in Salesforce, or automatically update records in Salesforce when an order is canceled. It's a great advantage to be able to manage information centrally while preventing mistakes and omissions.
This article provides a detailed introduction to what you can do by integrating Shopify with Salesforce and the specific setup methods. If you're struggling with manual data entry and looking to improve operational efficiency, be sure to check it out.
For those who want to try it out quickly
By using Yoom, you can easily integrate Shopify and Salesforce without any coding. Yoom offers templates for integrating Shopify and Salesforce, so you can achieve integration immediately just by registering, even without API knowledge.
When a new order is placed on Shopify, create an opportunity in Salesforce.
■Overview The "Create a deal in Salesforce when a new order is placed in Shopify" flow integrates your online store with CRM to streamline order management.
■Recommended for ・Business owners using Salesforce alongside Shopify for order management ・Sales representatives wasting time with manual order information entry ・Executives looking to automate business processes by leveraging Salesforce and Shopify integration ・IT professionals aiming for unified data management ・Marketing professionals looking to smoothly integrate customer information and order data
■Notes ・Please integrate Yoom with both Shopify and Salesforce. ・Shopify and Salesforce are apps available only with the Team Plan and Success Plan. Operations and data connections set up with a Flowbot in the Free Plan and Mini Plan will result in errors, so please be cautious. ・Paid plans such as Team Plan and Success Plan can be trialed for free for 2 weeks. During the free trial, you can use restricted apps.
What You Can Do by Integrating Shopify and Salesforce
By integrating the APIs of Shopify and Salesforce, you can automatically link Shopify data to Salesforce! For example, you can automatically perform data integration like the following without human intervention.
Create an Opportunity in Salesforce When a New Order is Placed in Shopify
When a new order is placed in Shopify, the information can be automatically reflected in Salesforce. This helps eliminate the hassle of manual entry into Salesforce and reduces the risk of input errors and duplication. This flow is especially recommended for sales representatives who want to reduce the time spent entering data into Salesforce!
When a new order is placed on Shopify, create an opportunity in Salesforce.
■Overview The "Create a deal in Salesforce when a new order is placed in Shopify" flow integrates your online store with CRM to streamline order management.
■Recommended for ・Business owners using Salesforce alongside Shopify for order management ・Sales representatives wasting time with manual order information entry ・Executives looking to automate business processes by leveraging Salesforce and Shopify integration ・IT professionals aiming for unified data management ・Marketing professionals looking to smoothly integrate customer information and order data
■Notes ・Please integrate Yoom with both Shopify and Salesforce. ・Shopify and Salesforce are apps available only with the Team Plan and Success Plan. Operations and data connections set up with a Flowbot in the Free Plan and Mini Plan will result in errors, so please be cautious. ・Paid plans such as Team Plan and Success Plan can be trialed for free for 2 weeks. During the free trial, you can use restricted apps.
Register Shopify Customer Data as Salesforce Lead Information
By utilizing this flow, you can automatically register Shopify customer data as Salesforce lead information. This allows you to always check the latest lead information in Salesforce.
Register Shopify customer data as lead information in Salesforce.
■Overview The flow 'Register Shopify customer data as Salesforce lead information' is a business workflow that streamlines data management for online store operations. By automatically importing customer information collected in Shopify to Salesforce, sales and marketing teams can utilize leads more effectively. Utilize Yoom's API integration functionality to enable smooth data movement between multiple SaaS applications.
■Recommended for: - EC business operators considering integration of Shopify with Salesforce - Sales and marketing personnel who want to efficiently manage customer data and utilize it in sales activities - Companies utilizing multiple SaaS applications aiming to improve business efficiency through automated data integration - Business owners who want to focus on more creative tasks instead of being tied up with manual data entry
■Cautions - Please integrate both Shopify and Salesforce with Yoom. - Shopify and Salesforce are applications available only on Team Plan and Success Plan. In the case of Free Plan and Mini Plan, operations and data connects set up in Flow Bot will result in errors, so please be careful. - Paid plans such as Team Plan and Success Plan offer a 2-week free trial. You can use restricted apps during the free trial.
Update Salesforce Record Status When Shopify Order Status is Cancelled
This flow automatically updates the Salesforce record status when an order in Shopify is cancelled. By ensuring timely updates, it maintains data consistency between Shopify and Salesforce.
When the order status in Shopify is canceled, update the status of the record in Salesforce.
■Overview The "Update Salesforce record status when Shopify order status is canceled" flow is a business workflow that streamlines the integration of online shop operations and customer management.
■Recommended for ・Business owners using both Shopify and Salesforce who want to improve order management efficiency ・Sales representatives who want to automate data update tasks when orders are canceled ・Team leaders who are spending time on manual status updates ・Executives who want to strengthen the integration between Salesforce and Shopify to optimize business processes
■Notes ・Please integrate Yoom with both Shopify and Salesforce. ・Shopify and Salesforce are apps available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions. ・In Shopify's Webhook settings, please select the event "Order Canceled".
Let's Create a Shopify and Salesforce Integration Flow
Now, let's create a flow that integrates Shopify and Salesforce! We will use Yoom to proceed with the integration of Shopify and Salesforce without any code, so if you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we will create an opportunity in Salesforce whenever a new order is placed in Shopify! The creation process is broadly divided into the following steps.
Integrate Shopify and Salesforce with My Apps
Copy the template
Set up the app trigger
Integrate with Salesforce and add a record
Integrate with Shopify and update order information
Set the trigger to ON and prepare the flow for operation
When a new order is placed on Shopify, create an opportunity in Salesforce.
■Overview The "Create a deal in Salesforce when a new order is placed in Shopify" flow integrates your online store with CRM to streamline order management.
■Recommended for ・Business owners using Salesforce alongside Shopify for order management ・Sales representatives wasting time with manual order information entry ・Executives looking to automate business processes by leveraging Salesforce and Shopify integration ・IT professionals aiming for unified data management ・Marketing professionals looking to smoothly integrate customer information and order data
■Notes ・Please integrate Yoom with both Shopify and Salesforce. ・Shopify and Salesforce are apps available only with the Team Plan and Success Plan. Operations and data connections set up with a Flowbot in the Free Plan and Mini Plan will result in errors, so please be cautious. ・Paid plans such as Team Plan and Success Plan can be trialed for free for 2 weeks. During the free trial, you can use restricted apps.
Step 1: Connect My App with Shopify and Salesforce
(1) After logging into Yoom, select "My Apps" from the left column and click "+ Add". From the app list in My Apps, click on Shopify. ※ Shopify and Salesforce are apps available only with the Team Plan and Success Plan. Please note that if you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you have set will result in an error.
If you want to "Try it for free first!", you can register for a 2-week free trial, during which you can use the restricted apps!
(2) On the "Shopify Registration" screen, enter the API key, API secret key, and subdomain, then click "Add". For detailed instructions on how to register My App with Shopify, please refer to the site below.
(3) Next, connect with Salesforce. Similarly, click on Salesforce from the app list in Yoom. On the Salesforce login screen, enter your "Username" and "Password" and click Login.
Once the connection is complete, Shopify and Salesforce will be registered in My Apps in Yoom.
This completes the registration of My Apps. Next, let's set up triggers using templates!
Step 2: Copy the Template
We will use the template introduced earlier. Click "Try it" on the banner below to copy it. Once copied, the template will be copied to your Yoom management screen as shown below, so press OK to proceed with the setup.
When a new order is placed on Shopify, create an opportunity in Salesforce.
■Overview The "Create a deal in Salesforce when a new order is placed in Shopify" flow integrates your online store with CRM to streamline order management.
■Recommended for ・Business owners using Salesforce alongside Shopify for order management ・Sales representatives wasting time with manual order information entry ・Executives looking to automate business processes by leveraging Salesforce and Shopify integration ・IT professionals aiming for unified data management ・Marketing professionals looking to smoothly integrate customer information and order data
■Notes ・Please integrate Yoom with both Shopify and Salesforce. ・Shopify and Salesforce are apps available only with the Team Plan and Success Plan. Operations and data connections set up with a Flowbot in the Free Plan and Mini Plan will result in errors, so please be cautious. ・Paid plans such as Team Plan and Success Plan can be trialed for free for 2 weeks. During the free trial, you can use restricted apps.
(1) Configure the settings for when an order is placed on Shopify. Click on "When an order is placed" in the app trigger.
(2) From the "Select your Account" screen in Shopify, verify that there are no errors in the account information linked with Shopify, keep the trigger action as "When an order is created," and click "Next."
(3) From the "API Connection Settings for the App Trigger" screen, select the trigger interval. Select the trigger interval from the dropdown menu: 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Note: The shortest trigger interval varies depending on the plan, so please be careful.
Scroll down, check the red line, and enter the subdomain.
If the Shopify information is reflected in the retrieved value, the test is successful. For more details about the retrieved value, please refer to the site below!
If the test is successful, click "Save" at the bottom and proceed to the next step!
Step 4: Integrate with Salesforce and Add Record
(1) Next, integrate with Salesforce to add a record. Click on "Operate the Database."
(2) From the "Database Integration" screen, verify that there are no errors in the account information linked with Salesforce, and keep the execution action as "Add Record."
Scroll down, check the red line, and enter your My Domain URL. Select the object API name from the options. Once the input is complete, click "Next" at the bottom.
(3) From the "Database Operation Detailed Settings" screen, input the values for the record to be added using the retrieved values. By using the retrieved value, you can reference the information obtained by the app trigger! Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save."
Step 5: Integrate with Shopify and Update Order Information
(1) Next, integrate with Shopify to update order information. Click on "Update Order Information."
(2) From the "Select Linked Account and Action" screen in Shopify, verify that there are no errors in the account information linked with Shopify, keep the action as "Update Order Information," and click "Next."
(3) From the "API Connection Settings" screen, select the order ID from the retrieved value. In the image below, it is set so that the Salesforce deal ID is reflected in the note.
The content entered in the note will be reflected in the red frame in Shopify.
Return to the previous screen! Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save."
Step 6: Set Trigger to ON and Complete Flow Operation Preparation
Well done! All settings are now complete. Once the settings are complete, a menu like the one below will be displayed, so turn the trigger ON.
Try actually starting the flow bot and check if an opportunity is created in Salesforce when a new order is placed on Shopify!
Other Automation Examples Using Shopify and Salesforce APIs
By leveraging Shopify and Salesforce APIs, various automations can be achieved.
Automation Examples Using Shopify
You can automatically post to X (Twitter) when product information is added, or update information in Google Sheets when an order status is canceled.
Based on the responses provided in the form, register customer information in Shopify and create a user in WordPress.
■Overview The workflow "Register customer information in Shopify and create a user in WordPress based on the responses in the form" is a business workflow that automates centralized management of customer data and user registration. By smoothly linking customer information registration in Shopify from form input and subsequent user creation in WordPress, it reduces the effort and errors of manual input.
■Recommended for ・Web administrators who use both Shopify and WordPress and feel challenges in data integration ・Marketing personnel who want to efficiently manage and utilize customer information from forms ・Sales teams who spend time on manual customer registration and user creation ・Small business owners considering automation of business workflows
■Notes ・Please link each of Shopify and WordPress with Yoom.
■Overview The 'Create a Pull Request on GitHub When Inventory is Updated in Shopify' workflow is a business workflow that enhances efficiency in inventory management and improves data accuracy. Every time the inventory quantity changes in Shopify, a pull request is automatically created in GitHub, preventing incorrect inventory data updates and improving the team's overall work efficiency.
■Recommended for ・E-commerce managers who want to streamline inventory management by integrating Shopify and GitHub ・Team managers who experience complexity and errors in inventory data update tasks ・Executives looking to automate the inventory management process and standardize operations ・IT professionals who use multiple SaaS applications and want to maintain data consistency ・Individuals who want to prevent incorrect inventory data updates and achieve accurate inventory management
■Notes ・Please integrate both Shopify and GitHub with Yoom. ・Shopify is an app available only with Team Plans or Success Plans. Operations and data connections with flow bots will result in errors with Free Plan or Mini Plan, so please be careful. ・Paid plans like Team Plans or Success Plans offer a two-week free trial. During the free trial, you can use apps subject to restrictions.
■Overview The "Update Google Spreadsheet when Shopify order status is canceled" flow is a business workflow that automates data management upon order cancellation through the integration of Shopify and Google Spreadsheet. This reduces manual data entry and enables efficient order management.
■Recommended for ・Those who run an online store with Shopify ・Those who want to centrally manage order data in Google Spreadsheet ・Business owners who want to automate data updates upon order cancellation ・Staff who spend time on manual data management ・Administrators who want to improve data accuracy
■Notes ・Please integrate Yoom with both Shopify and Google Spreadsheet. ・Shopify is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions. ・In Shopify's Webhook settings, please select the event "Order Cancellation."
■Overview The flow 'When inventory information is updated in Shopify, retrieve advertising report from Google Ads' is a business workflow that streamlines inventory management and advertising operations for online stores. By automatically obtaining the latest advertising report from Google Ads when the product inventory in Shopify changes, advertisers can smoothly revise their advertising strategies according to inventory status. By leveraging this flow, you can automate the link between inventory management and advertising operations, enhancing business efficiency. Even amid the daily grind, you can make quick decisions based on the latest data.
■Recommended for users who: ・Are running an online business using Shopify and Google Ads ・Want to improve efficiency by automating the manual process of updating inventory information and obtaining advertising reports ・Want to enhance the precision of advertising operations through the automation of data integration, particularly for EC business operators ・Are using multiple SaaS applications and are considering integrated management and automation of information ・Aim to make effective use of time and resources through the automation of business workflows
■Notes ・Please link each of Shopify and Google Ads with Yoom. ・【Shopify】is an app available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations and data connections set in the Flow Bot will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan are available with a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview The "Post to X (Twitter) when product information is added on Shopify" flow is a business workflow that streamlines marketing for new products. Every time a new product is registered on Shopify, it is automatically posted on Twitter, ensuring exposure on social media.
■Recommended for ・EC site operators who manage products on Shopify and want to effectively disseminate that information on social media ・Marketing personnel who want to automate social media posting tasks when products are added ・Those who are spending time on manual posting tasks and cannot focus on other tasks ・Companies considering using Yoom to automate business workflows
■Notes ・Please link Shopify and X (Twitter) with Yoom. ・Shopify is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
It is possible to notify Slack when a record is registered in the Lead object, and to register leads in Salesforce based on participant information at the end of a Zoom webinar.
Add lead information registered in Salesforce to Notion.
■Overview The "Add Lead Information Registered in Salesforce to Notion" workflow can automate the task of transferring information. Since manual tasks are automated, it helps avoid human errors.
■Recommended for ・Those who use Salesforce for sales activities ・Those who want to quickly reflect lead information registered in Salesforce to Notion ・Those who want to save the trouble of manually entering lead information and manage it quickly ・Those who regularly use Notion and want to promote centralized management ・Those who need to quickly share lead information with team members ・Those who want to prevent information omissions and conduct sales activities efficiently
■Notes ・Please connect both Salesforce and Notion with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview The "Automatically register new lead information from Salesforce as a task in Asana" workflow is an optimal business workflow for those aiming to improve the efficiency of their sales activities.
■Recommended for ・Sales representatives who are already utilizing Salesforce and Asana and wish to strengthen data integration between the two systems ・Team leaders who want to streamline follow-up after lead acquisition and manage tasks without any oversight ・Company executives seeking to improve efficiency and productivity through the automation of sales processes ・Sales support staff who spend time on manual data entry
■Caution ・Please integrate both Salesforce and Asana with Yoom. ・Salesforce is an app available only for Team Plan and Success Plan. For Free Plan and Mini Plan, operations and data connections set in Flowbot will result in errors, so please be careful. ・Paid plans like Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are otherwise restricted. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger activation interval varies depending on the plan.
■Overview The "Register participant information from Zoom webinar to Salesforce lead after webinar ends" flow automatically links participant data to Salesforce after the webinar ends, streamlining the preparation for sales activities. It eliminates manual data entry and achieves efficient lead management.
■Recommended for ・Sales representatives who regularly hold Zoom webinars and want to manage participant data in Salesforce ・Marketing teams who want to automate lead management by utilizing the integration of Salesforce and Zoom ・Sales and marketing representatives who spend time manually entering participant information after webinars ・Business owners who want to improve the sales process through efficient lead registration
■Notes ・Link both Zoom and Salesforce with Yoom. ・For operations between "Repeat the same process", Salesforce is an app available only with the team plan or success plan. If you are on the free plan or mini plan, the operations and data connects set on the flow bot will result in errors, so please be careful. ・Paid plans such as team plans and success plans offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview The workflow 'Create a folder in Microsoft SharePoint when a lead is registered in Salesforce' contributes to the efficiency of folder creation tasks. It allows automatic creation of folders for each company, leading to improved operational efficiency.
■Recommended users for this template - Those who manage customers using Salesforce - Those who want to quickly create folders every time a lead is registered in Salesforce - Those aiming to improve operational efficiency by integrating Salesforce with Microsoft SharePoint - Those using Microsoft SharePoint for document management - Those who want to organize materials and documents quickly
■Notes - Please integrate both Salesforce and Microsoft SharePoint with Yoom. - The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval differs depending on the plan. - There are home and general business plans (Microsoft365 Business) for Microsoft365 (formerly Office365), and authentication might fail if you are not subscribed to the general business plan. - Salesforce is an application available only in Team Plan and Success Plan. Operations or data connects for Flowbots set in free or mini plans will result in errors, so please be aware. - Paid plans like Team Plan or Success Plan offer a 2-week free trial. Apps subject to restrictions can be used during the free trial period.
How was it? By integrating Shopify and Salesforce, you should be able to solve issues such as "eliminating order data entry errors," "immediately reflecting the latest customer information," and "making sales activities smoother." Automatic information integration reduces manual workload and ensures more reliable data management.
With the no-code tool Yoom, you can easily set up integration between Shopify and Salesforce without any specialized knowledge. If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration right away.
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