Shopifyで顧客情報が作成されたら、Salesforceの取引先を自動で追加する

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■概要

「Shopifyで顧客情報が作成されたら、Salesforceの取引先を自動で追加する」フローは、オンラインショップとCRMの連携を自動化する業務ワークフローです。
Shopifyで新しい顧客が登録されるたびに、その情報をSalesforceに自動で転送します。
これにより、顧客データの管理がスムーズになり、手動での入力ミスや時間のロスを防ぐことができます。
多様なSaaSアプリと連携することで、効率的なデータ運用を実現します。

■このテンプレートをおすすめする方

  • Shopifyを使用しており、Salesforceへの顧客情報連携に手間を感じているビジネスオーナーの方
  • 顧客データの二重入力を避け、業務効率を高めたい営業・マーケティング担当者の方
  • データ管理の自動化を検討しており、業務ワークフローの最適化を目指している経営者の方

■このテンプレートを使うメリット

このフローを活用することで、Shopifyでの顧客登録時に自動でSalesforceに取引先が追加され、手動入力が不要になります。
また、自動連携により常に最新の顧客情報がSalesforceに反映され、データの整合性が保たれます。
さらに時間を節約し、業務効率を向上させることで、他の重要な業務に集中できるようになります。

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Shopify
Shopify
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Salesforce
Salesforce
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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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Salesforce
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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