Integrate Salesforce with Shippo

Appy Pie Connect allows you to automate multiple workflows between Salesforce and Shippo

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About Shippo

Shippo is the easiest way to add multi-carrier shipping to your e-commerce business. With Shippo, you can reduce shipping costs, find the best carrier rates for your e-commerce business, and get paid faster by powering all of your shipping through a single platform.

Want to explore Salesforce + Shippo quick connects for faster integration? Here’s our list of the best Salesforce + Shippo quick connects.

Explore quick connects

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Connect Salesforce + Shippo in easier way

It's easy to connect Salesforce + Shippo without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Carrier Account

    Triggers when a new carrier account occurred.

  • New Order

    Triggers when a new order occurred.

  • New Shipped Order

    Triggers when an order shipped.

  • New Shipping Label

    Triggers when a new shipping label occurred.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Order

    Creates a new order in Shippo.

How Salesforce & Shippo Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Shippo as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to Shippo.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Shippo

  • Salesforce is an online customer relationship management system launched in 1999. It has a wide range of features that help companies to organize and manage their business data, such as customer data, product data, and other data. Salesforce is also integrated with other popular apps like Gmail, Facebook, Twitter, Dropbox, Google Analytics, Zendesk, and many more.
  • Shippo is a cloud-based shipping API spution that helps e-commerce businesses to manage their shipments. Shippo provides integrations with popular sales channels like Shopify, BigCommerce, Magento, WooCommerce and many more. It also provides integrations with payment gateways like Stripe, PayPal, and others. Shippo’s integration with Salesforce allows e-commerce businesses to manage their customers’ shipments on Salesforce.
  • Integration of Salesforce and Shippo can be done by installing the Shippo app on your Salesforce account. When you install the app, you will be able to see it under the list of Salesforce apps. Once you have installed the app, you will be able to see the shipping options for each of your customers. This will allow you to ship orders directly from your Salesforce accounts without using a 3rd party shipping service. You can customize the fields available under the shipping options for each specific customer if you want to have different options for different customers.
  • The integration between Salesforce and Shippo will allow your customers to track their shipments from within Salesforce. Once a shipment is created in Shippo, it can be linked to a Salesforce customer and a shipment record will automatically be created in Salesforce. You can also view the tracking information in Salesforce for each shipment so you can know when the shipped item will be delivered. This will reduce the need to check the tracking numbers manually on delivery services’ websites or apps since you can simply access them from within Salesforce.
  • The process to integrate Salesforce and Shippo may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm