Create a contact in Close when an order is placed in Amazon Seller Central

■Overview

Are you manually entering Amazon Seller Central order information into Close, the CRM tool you use for sales activities and customer management? This task is not only time-consuming but can also lead to human errors such as data entry mistakes. This workflow automatically creates a lead in Close based on new order information from Amazon Seller Central, helping solve data integration challenges between Close and Amazon Seller Central.

■Recommended for

• E-commerce professionals who use Amazon Seller Central and Close and want to reduce the burden of manual data entry
• Sales professionals who want to connect Close with Amazon Seller Central order information and reach out to customers more quickly
• Anyone who wants to use e-commerce order information for customer management and improve productivity across their operations

■Benefits of using this template

• Automatically register Amazon Seller Central order information in Close, reducing the time spent on manual data transfer
• Prevent data transfer errors and missing contact information caused by manual entry, helping maintain accurate customer records

■Workflow overview

1. First, connect Amazon Seller Central and Close to Yoom
2. Next, select Amazon Seller Central as the trigger and set the action to “When order information is created”
3. Then, set the Amazon Seller Central “Get order buyer information” action as an operation to retrieve the buyer’s detailed information based on the order ID obtained by the trigger
4. Finally, set Close’s “Create Lead” action as an operation and map the buyer information retrieved in the previous step

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

■Customization options

• In the Amazon Seller Central trigger settings, specify the marketplace ID and sales region you want to target
• In the Amazon Seller Central operation settings, set fixed values or information retrieved by previous actions as variables for each field, depending on the information you want to retrieve
• In the Close operation settings, dynamically map buyer information retrieved from Amazon Seller Central to fields such as the lead name and contact details

■Notes

• Connect Amazon Seller Central and Close to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.