■Overview
The flow of "Registering Shopify Customer Data as Salesforce Lead Information" is a business workflow that streamlines data management in e-commerce site operations.
By automatically importing customer information collected on Shopify into Salesforce, sales and marketing teams can utilize leads more effectively.
Utilizing Yoom's API integration feature, it enables smooth data transfer between multiple SaaS applications.
■Recommended for
■Benefits of using this template
Manually registering Shopify customer information into Salesforce is time-consuming and carries the risk of human error.
By utilizing this flow for automation, you can significantly reduce the time spent on manual entry through automatic data transfer from Shopify to Salesforce.
Moreover, by eliminating manual work, you can eliminate human errors and maintain data accuracy.
Automation allows for smooth information sharing, which may enable effective strategy planning.


When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered or updated in the lead object
When a record is created or updated in the Account object
When a record is created or updated in the Opportunity object
When a record is created or updated in the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
When a record is registered in the ToDo object
When an outbound message is received
When a file is uploaded
When an order is created
When order information is updated (Webhook)
When an order is shipped (Webhook)
When an order is paid (Webhook)
Get Lead Record
Update Lead Record
Create Lead Record
Search Lead Records
Get Latest Lead Record
Get Account Record
Update Account Record
Create Account Record
Search Account Records
Get Opportunity Record
Update Opportunity Record
Create Opportunity Record
Search Opportunity Records
Get Contact Record
Update Contact Record
Create Contact Record
Search Contact Records
Get Custom Object Record
When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered or updated in the lead object
When a record is created or updated in the Account object
When a record is created or updated in the Opportunity object
When a record is created or updated in the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
When a record is registered in the ToDo object
When an outbound message is received
When a file is uploaded
Get Lead Record
Update Lead Record
Create Lead Record
Search Lead Records
Get Latest Lead Record
Get Account Record
Update Account Record
Create Account Record
Search Account Records
Get Opportunity Record
Update Opportunity Record
Create Opportunity Record
Search Opportunity Records
Get Contact Record
Update Contact Record
Create Contact Record
Search Contact Records
Get Custom Object Record
Update Custom Object Record
Create Custom Object Record
Search Custom Object Records
Link a File to a Record
Upload a File to Link to a Record
Get the Content Document ID of the Uploaded File
Search Lead Records (excluding deleted records)
Search Account records (excluding deleted records)
Search Opportunity records (excluding deleted records)
Search Contact records (excluding deleted records)
Search Custom Object records (excluding deleted records)
Download Report
Log Activity on Lead
Log Activity on Account
Log Activity on Opportunity
Log Activity on Contact
Create To-Do on Lead
Create Task on Account
Create Task on Opportunity
Create Task on Contact
Create Event on Lead
Create Event on Account
Create Event on Opportunity
Create Event on Contact
Log Email Message to Opportunity
Log Email Message to Account
Create User Record
Create Email Message
Associate Email Message with a Person
Create Email Message on a Custom Object
Log Activity on a Custom Object
Create To-Do on a Custom Object
Create Event on a Custom Object
Get Content Document IDs Associated with a Record
Get Latest ContentVersion ID
Download File
Get Contract Record
Update Contract Record
Create Contract Record
Delete Contract Record
Create Calendar Event
Search User Records
Get User Record
Update Account Activity
Search Account Activities
Get Users
Get Accounts
Get Contact List
Get Opportunity List
Get Lead List
Get Case List
Get Campaign List
List Objects
List Custom Objects
List Chatter Group IDs
Post to User on Chatter
Post to Account on Chatter
Chatterを取引先責任者に投稿
Chatterを商談に投稿
Chatterをリードに投稿
Chatterをケースに投稿
Post to Campaign Chatter
Post to Custom Object Chatter
ChatterをChatterグループに投稿
Get Channel List
ユーザーオブジェクトのレコードの更新
Create User Role
Assign User Role
ユーザーオブジェクトの権限セット割り当ての作成
Associate a Contract record with an Opportunity record
ユーザーオブジェクトの権限セット割り当てを削除
ユーザーを指定グループに追加
ユーザーを指定グループから削除
Post to Chatter
Add User to Chatter Group
When an order is created
When order information is updated (Webhook)
When an order is shipped (Webhook)
When an order is paid (Webhook)
When an order is deleted (Webhook)
When Product Information is Created (Webhook)
When Product Information is Updated (Webhook)
When Product Information is Deleted (Webhook)
When Order Information is Created (Webhook)
When Customer Information is Created (Webhook)
When Customer Information is Updated (Webhook)
When Inventory Item Information is Created (Webhook)
When Inventory Item Information is Updated (Webhook)
When Inventory Level is Updated (Webhook)
When Product Information is Created/Updated (Webhook)
Search products
Get inventory quantities
Get inventory locations
Update inventory quantity
Add product
Search orders
Get order details
Get a specific product variant
Get customer details
Create customer
Update customer information
Delete customer
Add custom collection
Add/Update metafield value
Update product information
Update order information
Search Customers
Create order
Download product image
Get product
List orders (date range)
Add product variant
Get Fulfillment Orders
Create Fulfillment
Update Fulfillment
Create Order (specify line items as a list)
Update Product Tags
Get Customer Metafields
Create Fulfillment (Items)