Add customer information to Salesforce when a specific order is placed in Amazon Seller Central

■Overview

Are you spending too much time manually entering Amazon Seller Central order information into Salesforce? Besides being time-consuming, manual data entry can also lead to human errors such as input mistakes. With this workflow, customer information is automatically added to Salesforce whenever a specific order is placed in Amazon Seller Central, helping streamline data management and freeing you to focus on more important tasks.

■Who This Template Is For

• E-commerce professionals who manually transfer Amazon Seller Central order information to Salesforce
• Sales teams looking to automate data integration between Salesforce and Amazon Seller Central and streamline lead management
• Anyone looking to automate the entire workflow from order processing to customer management and improve productivity across the business

■Benefits of This Template

• Reduce the time spent on manual data entry by automatically creating a Salesforce record whenever an order is placed in Amazon Seller Central
• Prevent human errors such as data transfer mistakes and missing customer information by automatically syncing data between systems

■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 an order is created”
3. Use the retrieved order information to configure conditions that determine how subsequent processes are divided using the branching feature
4. Then, set the Amazon Seller Central actions “Get order buyer information” and “Get order shipping address”
5. Use the AI feature action “Extract data from text” to extract the information you want to register in Salesforce, such as the customer’s name and phone number
6. Finally, set the Salesforce action “Create a record in the Lead object” and map the extracted data to the desired fields

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

■Customizing This Workflow

• In the Amazon Seller Central trigger settings, specify the marketplace ID and sales region you want to target
• With the branching feature, you can freely configure conditions for dividing subsequent processes based on the retrieved order information, such as order status and total amount
• In the actions for retrieving buyer information and shipping addresses, you can use fixed values or the order ID retrieved by the preceding trigger as variables
• In the AI feature action, you can flexibly configure what to extract from which text, such as separating a full name into a first name and last name
• When creating a Salesforce record, specify which data should be mapped to each field using fixed values or information retrieved in preceding steps as variables

■Notes

• You must 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.
• Branching is an operation available on the Mini plan and higher. On the Free plan, operations configured in the Flowbot will result in an error.
• Paid plans such as the Mini plan include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.
• Salesforce is available only on the Team plan and Success plan. On the Free and Mini plans, operations and Data Connect configured in the Flowbot will result in an error.
• Paid plans such as the Team plan and Success plan include a two-week free trial. During the free trial, you can use apps that are otherwise restricted.
• Flowbots with more than five operations can be configured on the Mini plan and higher. On the Free plan, the Flowbot will not run.