Create a lead in Close when a specific order is placed in Amazon Seller Central

■Overview

Manually transferring order information from Amazon Seller Central to Close, a sales management tool, can be time-consuming. Since repetitive tasks like this can lead to input errors and delays, they require careful attention.
With this workflow, you can automatically sync order information from Amazon Seller Central to Close. Eliminate manual work and speed up your initial sales response to avoid missed opportunities.

■Who This Template Is For

• Teams using both Amazon Seller Central and Close that are struggling with manual data transfers
• Sales representatives who want to automatically reflect Amazon Seller Central order information in Close for faster lead management
• Teams looking to automate back-office tasks for their e-commerce operations and focus on activities that drive sales growth

■Benefits of This Template

• When an order is placed in Amazon Seller Central, a lead is automatically created in Close, reducing the time spent on manual data entry.
• Because the system transfers information automatically, it reduces the risk of human errors such as incorrect customer information and missed data transfers.

■Workflow

1. First, connect Amazon Seller Central and Close with Yoom.
2. Next, select Amazon Seller Central as the trigger and set the action to “When an order is created.”
3. Then, select Amazon Seller Central as an operation and set the “Get buyer information for an order” action using the order ID retrieved by the trigger.
4. Next, add the branching feature as an operation and set the conditions for branching subsequent processes based on the retrieved buyer information and other data.
5. Finally, set Close’s “Create Lead” action as an operation to automatically create a lead based on the retrieved information.

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

■Customization Options

• In the Amazon Seller Central trigger settings, specify the marketplace ID and sales region you want to target.
• With the branching feature, you can customize the workflow to create leads only when specific conditions are met, based on the retrieved order information, such as product type and total amount.
• In the action that creates a lead in Close, map buyer information and other data retrieved from Amazon Seller Central to any Close fields as variables.

■Notes

• Connect both Amazon Seller Central and Close with Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Available minimum trigger intervals vary by plan.
• Branching is an operation available on the Mini plan and above. On the Free plan, workflows that include branching will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.