Integrate Salesforce with Shopify

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

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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 Shopify

Shopify is the leading cloud-based, multi-channel commerce platform designed for small and medium-sized businesses. It includes a huge selection of tools for anyone looking to start an eCommerce business.

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

Explore quick connects

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Connect Salesforce + Shopify in easier way

It's easy to connect Salesforce + Shopify 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 Blog Entry

    Triggers when a new entry is added to a blog in your Shopify store.

  • New Cancelled Order

    Triggers whenever a order is "cancelled" (with line item support).

  • New Customer

    Triggers when a new customer is added to your Shopify account.

  • New Order

    Triggers when a new purchase is made (only open orders) (with line item support).

  • New Order (Any Status)

    Triggers when a new purchase is made (of any order status).

  • New Paid Order

    Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded (with line item support).

  • New Product

    Triggers when a new product is added to your Shopify store.

  • Updated Order

    Triggers when an order is updated (with line item support).

  • 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 Custom Collection

    Creates a custom collection.

  • Create Customer

    Creates a new customer.

  • Create Order

    Creates a new order (with line item support).

  • Create Product

    Creates a new product.

  • Update Order

    Update a existing order.

How Salesforce & Shopify 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 Shopify 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 Shopify.

    (2 minutes)

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

Integration of Salesforce and Shopify

In this article, I will talk about the integration of Salesforce and Shopify. This is because they are two of the most popular CRM and e-commerce software in the market today.

I will begin with explaining what Salesforce is. It is a customer relationship management (CRM. spution that helps businesses to manage their sales, service, and marketing activities. That’s why it is also known as a Customer Relationship Management (CRM. Salesforce was founded by Parker Harris and Dave Moellenhoff in 1999. It was first used by software companies to track sales leads and customer service calls. Today, it has expanded to include a wider CRM system for all types of business entities. Salesforce allows users to access and use its features through mobile devices, desktop computers, and laptops. This implies that Salesforce is accessible 24/7.

Shopify? Shopify is an e-commerce platform that was founded in 2004 by Tobias Lütke, Daniel Weinand, and Scott Lake. Shopify provides hosting, payment processing, and other services for online stores. They also offer other functionality like themes, apps, web development tops etc. Their main focus is on small to medium sized businesses. Shopify offers free templates to help users create websites for their store. It also has an app store that contains over 3,000 apps which users can install on their store to enhance its functionality. Shopify supports unlimited bandwidth, storage, and products for all of its users. In 2011, Shopify released its iPad app. This was fplowed by its iPhone app in 2012 and Android app in 2013.

Benefits of Integration of Salesforce and Shopify

With the integration of Salesforce and Shopify, users can take advantage of these benefits:

Time Management. With Salesforce and Shopify integration, users can improve their time management as well as increase their productivity. For instance, if a user receives a call from a client requesting information about the company’s products, he or she can quickly log in to the company’s website to access the relevant information and provide it to the client in real time. This saves a lot of time that would have been wasted if the user had to access the information from another source such as a laptop or computer at his or her office.

Sales Force Automation. With Salesforce and Shopify integration, there is no need for sales employees in a company to manually update their records in both systems when they make a sale or interact with a client who already buys products from the company. The sales employee can use his or her mobile device to access the relevant data and make the necessary updates to both systems simultaneously without much effort. This increases productivity for sales employees who are always out meeting prospective clients and potential customers.

Ease of Accessibility. With the integration of Salesforce and Shopify, a business can easily access both systems using their smartphones or other mobile devices even when they are away from their office. This means that anytime a business needs to access any data from either system, they can do so without necessarily having to know where their laptop or computer is located or if it is nearby.

Real Time Updates. The integration of Salesforce and Shopify ensures that data in both systems are updated immediately whenever changes are made or new information is entered into one system by an authorized user. This makes it easy for businesses to keep track of their transactions at any given moment of the day or night.

The integration of Salesforce and Shopify helps businesses achieve greater efficiency in managing their sales activities along with their e-commerce tasks. Businesses can now respond more effectively to customer inquiries as well as better manage their financial records with one single spution that offers numerous benefits to them. With Salesforce and Shopify integration, businesses now have a more efficient way of managing their sales and e-commerce operations.

The process to integrate Salesforce and Shopify 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