When a new order is placed on Shopify, create an opportunity in Salesforce.

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■Overview

The flow "Create an Opportunity in Salesforce when a new order is placed in Shopify" is a business workflow that integrates your online store with your CRM to streamline order management.
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■Recommended for

Business owners who use Salesforce alongside Shopify for order management
Sales representatives who waste time on manual order information entry
Executives looking to automate business processes by leveraging the integration of Salesforce and Shopify
IT personnel at companies aiming for centralized data management
Marketing professionals who want to seamlessly integrate customer information and order data

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■Benefits of using this template

New orders in an online shop indicate business growth, but reflecting that order information in Salesforce can be cumbersome.
Especially when using multiple systems, data entry errors and duplicate work are likely to occur.

By utilizing this flow to automate the integration between Shopify and Salesforce, an opportunity is automatically created in Salesforce as soon as an order is placed, improving operational efficiency.
Since new orders are automatically reflected in Salesforce, manual data entry is no longer necessary, reducing effort and minimizing errors during data entry, enabling accurate opportunity management.

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About the Apps You Use

Shopify

It is possible to integrate with Shopify's API without code and automate various tasks using Shopify. By integrating Yoom with Shopify, you can trigger notifications to Slack when an order is placed on Shopify or automatically update the inventory count on Shopify.

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With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

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