Create customer information in Shopify when a contact is created in Apollo

■Overview

After obtaining prospect information in Apollo, are you spending time manually entering it into Shopify as customer information every time?
Manual data entry can also lead to input errors and missed registrations.
With this workflow, whenever a new contact is created in Apollo, the customer information is automatically registered in Shopify. This streamlines the integration process and creates a seamless flow from sales activities to customer management on your ecommerce site.

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■Who This Template Is For

• Anyone who manages leads acquired through Apollo in Shopify and wants to automate the integration
• Anyone who manually enters data between Shopify and Apollo and wants to improve efficiency
• Marketing professionals who want to connect and centrally manage customer data from sales activities and their ecommerce site

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■Benefits of This Template

• Customer information is automatically registered in Shopify whenever a contact is added to Apollo, reducing the time spent on data entry
• Eliminating manual data transfers helps prevent human errors such as input mistakes and missed registrations, improving data accuracy

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■Workflow

1. First, connect Shopify and Apollo to Yoom
2. Next, select Apollo as the trigger and set the action to “When a contact is created”
3. Finally, select Shopify as the operation, set the action to “Register customer information,” and connect the information retrieved from Apollo

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

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■Customizable Points

• In the Shopify operation settings, you can specify the subdomain of the store where you want to register customer information

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■Notes

• Connect both Apollo and Shopify to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan.
• 【Shopify】 is available only on the Team and Success plans. On the Free and Mini plans, workflow operations and Data Connects configured for 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 subject to plan restrictions.