Add customer information to Shopify when a contact matching specific conditions is created in Brevo

■Overview

When using Brevo and Shopify together, do you find it time-consuming to enter customer information twice or transfer data manually? Manually registering information not only takes time but can also lead to human errors such as input mistakes and missed updates. With this workflow, whenever a contact that meets specific conditions is created in Brevo, the customer information is automatically registered in Shopify. This helps resolve issues with integrating Brevo and Shopify and streamlines your operations.

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■Who Should Use This Template

• Those who use Brevo and Shopify together and find manually entering customer data twice time-consuming
• E-commerce professionals who want to efficiently manage contacts acquired through Brevo as Shopify customers
• Those who want to automate collaboration between marketing activities and e-commerce site operations to improve productivity

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■Benefits of Using This Template

• When a contact is created in Brevo, the customer information is automatically registered in Shopify, reducing the time previously spent transferring data manually.
• Prevent human errors such as input mistakes and missed registrations caused by manual data transfers, helping improve the accuracy of customer data management.

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■Flow Bot Steps

1. First, connect Brevo and Shopify to Yoom.
2. Next, select Brevo as the trigger and set the action to “When a new contact is created.”
3. Then, set the Brevo “Get contact” action as an operation to retrieve the details of the contact detected by the trigger.
4. Next, set up the branching feature as an operation so that subsequent steps run only when specific conditions are met.
5. Finally, set the Shopify “Register customer information” action as an operation to register the customer based on the information retrieved from Brevo.

* “Trigger”: An action that starts the flow. “Operation”: An action that processes information within the flow after the trigger starts.

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■Customizing This Workflow

• For the branching feature, set the conditions for registering customers in Shopify as needed based on the information retrieved from Brevo, such as “only contacts with a specific tag.”
• In the Shopify operation settings, you can specify the store (subdomain) where you want to register customer information, such as when operating multiple stores.

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■Important Notes

• Connect both Brevo and Shopify to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• 【Shopify】 is available only on the Team and Success plans. On the Free and Mini plans, the operations and Data Connects configured in your Flow Bots will result in errors.
• Paid plans such as the Team and Success plans offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted.
• Branching is a feature (operation) available on the Mini plan and above. On the Free plan, the operations configured in your Flow Bots will result in errors.
• Paid plans such as the Mini plan offer a two-week free trial. During the free trial, you can use restricted apps and features (operations).