When a contact is created in Bitrix24, create a customer in Shopify
Launch this workflow to connect
Bitrix24 &
Shopify
!
■Overview
Do you use Bitrix24 as your CRM and Shopify to run your ecommerce site, but spend too much time and effort entering customer information twice? Manual data transfers can also lead to human errors, such as input mistakes.
This workflow automates the integration between Bitrix24 and Shopify. When a new Contact is created in Bitrix24, the customer information is automatically registered in Shopify, helping you solve these challenges smoothly.
■Who Is This Template For?
- Teams using both Bitrix24 and Shopify that find duplicate customer data entry time-consuming
- People who manually transfer Contact information managed in Bitrix24 to Shopify
- Team leaders looking to automate data sharing between their CRM and ecommerce platform and improve operational efficiency
■Benefits of This Template
- When a Contact is created in Bitrix24, the customer information is automatically registered in Shopify, reducing the time previously spent transferring data manually
- By eliminating the need for manual data transfers, you can prevent human errors such as input mistakes and missed registrations, helping maintain consistent customer data
■Flow Bot Steps
- First, connect Bitrix24 and Shopify with Yoom
- Next, select Bitrix24 as the trigger and set the action to “When a new Contact is created”
- Next, set the Bitrix24 operation to “Get Contact information” and specify the ID of the Contact obtained by the trigger
- Finally, set the Shopify operation to “Register customer information” and map the information retrieved from Bitrix24
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger runs.
■Customization Options
- Choose which information to register when adding customer information to Shopify. Map details such as the name, email address, and phone number retrieved from Bitrix24 to the corresponding fields in Shopify
■Notes
- Connect both Bitrix24 and Shopify with Yoom.
- Shopify is available only on the Team and Success plans. Please note that on the Free and Mini plans, operations and Data Connects configured in Flow Bots using Shopify 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.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest available trigger interval varies by plan.
- See below for how to retrieve email addresses and phone numbers from Bitrix24.
How to retrieve email addresses and phone numbers from Bitrix24
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About the apps you use
Bitrix24
Yoom allows you to integrate with Bitrix24's API without any code, enabling you to automate operations in Bitrix24 via the API. For example, you can connect lead and contact information registered in Bitrix24 with marketing tools like Mailchimp or HubSpot, or automatically create contracts and quotes based on Bitrix24 information and send them to customers.
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Shopify
It is possible to integrate with Shopify's API without code and automate various tasks using Shopify. By integrating Yoom with Shopify, you can trigger notifications to Slack when an order is placed on Shopify or automatically update the inventory count on Shopify.
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No-Code API Actions
Executable API actions
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
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