Create a lead record in Salesforce when an order is placed in Amazon Seller Central

■Overview

Do you find it time-consuming to manually transfer Amazon Seller Central order information to Salesforce one order at a time?
Besides being time-consuming, this task can also lead to human errors such as data entry mistakes.
With this workflow, you can automatically create lead information in Salesforce whenever an order is placed in Amazon Seller Central. Eliminate tedious daily data transfer and maintain accurate customer information with ease.

■Recommended for

• E-commerce professionals who manually enter Amazon Seller Central order information into Salesforce
• Sales professionals who want to connect Salesforce and Amazon Seller Central data to streamline lead management
• Those who want to build an automated foundation for leveraging customer data in their e-commerce business

■Benefits of using this template

• Automatically create a record in Salesforce when an order is placed in Amazon Seller Central, reducing the time and effort required for data transfer
• Eliminate manual data entry to prevent human errors such as input mistakes and missed follow-ups, while maintaining data accuracy

■Flowbot steps

1. First, connect Amazon Seller Central and Salesforce with Yoom
2. Next, select Amazon Seller Central as the trigger and set the action to “When order information is created”
3. Then, configure the Amazon Seller Central actions “Get order buyer information” and “Get order shipping address” as operations
4. Next, use the AI feature action “Extract data from text” to format the information you retrieved for registration in Salesforce
5. Finally, configure the Salesforce action “Create a record in the Lead object” as an operation and register the formatted data in the appropriate fields

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

■Customizing this workflow

• For Amazon Seller Central triggers and operations, set the marketplace ID and sales region as needed
• For AI feature actions, freely customize the information to extract, such as buyer information, and the fields to extract, such as names and phone numbers
• For the Salesforce record creation action, specify which information retrieved and formatted in earlier steps should be assigned to each lead field

■Notes

• Connect both Amazon Seller Central and Salesforce with Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.
• Salesforce is available only on the Team and Success plans. On the Free and Mini plans, operations and Data Connects in configured Flowbots that use Salesforce will result in errors.
• Paid plans such as the Team and Success plans include a two-week free trial. During the free trial, you can use apps that are otherwise restricted.