Create a customer in Shopify when a new contact is created in Close

■Overview

Are you manually registering customer information managed in the CRM tool Close to the e-commerce platform Shopify? This data entry process not only takes time but can also lead to human errors such as input mistakes and missed registrations. By using this workflow, you can connect Close and Shopify so that customer information is automatically registered in Shopify as soon as a new contact is created. Eliminate the hassle of manual data entry and manage your customers more smoothly.

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■Who Should Use This Template

• E-commerce teams that manually register customer information managed in Close to Shopify
• Those who want to automate the integration between Close and Shopify and streamline customer data registration
• Those who want to eliminate input mistakes and missed registrations caused by manual data entry and improve service quality

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■Benefits of Using This Template

• When a new contact is created in Close, the customer information is automatically registered in Shopify, reducing the time spent on manual data entry
• Because the system handles the process automatically, it helps prevent human errors such as input mistakes and missed registrations that often occur when copying and pasting data manually

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■Flowbot Steps

1. First, connect Close and Shopify to Yoom
2. Next, select Close as the trigger and set the action to “When a new contact is created”
3. Finally, select Shopify as the operation and set the action to “Register customer information.” Map details such as the contact’s name and email address retrieved by the trigger

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

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■Customization Options

• For the Shopify operation, you can set your own subdomain as the target store for registering customer information

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■Important Notes

• Connect both Close and Shopify to Yoom
• 【Shopify】is available only on the Team and Success plans. Please note that on the Free and Mini plans, operations and Data Connects in configured Flowbots that use restricted apps will result in errors.
• Paid plans, such as the Team and Success plans, include a 2-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions.