Add customer information to Shopify when a new contact matching specific conditions is created in Close

■Overview

Do you manually register customer information managed in the CRM tool Close to the e-commerce platform Shopify? This task is not only time-consuming but can also lead to data entry errors and missed registrations. This workflow automatically registers customer information in Shopify when a new contact that meets specific conditions is created in Close.
Automate data integration between Close and Shopify to eliminate manual work and human error, creating an environment where you can focus on more important tasks.

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■Who Is This Template For?

• Those who use Close and Shopify and want to eliminate the hassle of entering customer information twice
• Those who want to prevent manual errors when registering customer data while managing an e-commerce site
• Those who want to automate customer data integration from Close to Shopify and improve operational efficiency

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■Benefits of Using This Template

• Automatically register customer information in Shopify when a contact is added to Close, reducing the time previously spent on manual work
• Eliminate manual data transfers to prevent human errors such as incorrect customer information and missed registrations

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■Flowbot Steps

1. First, connect Close and Shopify with Yoom
2. Next, select Close as the trigger and set the action to “When a new contact is created”
3. Then, configure the branching function as an operation so that the workflow proceeds only when specific conditions are met
4. Finally, select Shopify as an operation, set the action to “Register customer information,” and register the information retrieved from Close

※“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

• Set the branching conditions freely to narrow down which contacts are integrated from Close
• In the Shopify action settings, specify the subdomain of the store where you want to register customer information

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■Notes

• Connect both Close and Shopify with Yoom.
• 【Shopify】is available only on the Team and Success Plans. Please note that on the Free and Mini Plans, the configured Flowbot operations and Data Connect 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 subject to plan restrictions.
• Branching is an operation available on the Mini Plan and above. Please note that on the Free Plan, the configured Flowbot operations will result in errors.
• 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 subject to plan restrictions.