Templates / Marketing / Shopify New/Updated Customer -> Create Lead in Salesforce

Shopify New/Updated Customer -> Create Lead in Salesforce

Overview

As customers complete purchases in Shopify, it is crucial to gather their information into your CRM for future marketing.

This template takes new or updated customers that are in Shopify and creates or updates leads in Salesforce.

Connectors Used

The following connectors are used in this template. This is mostly provided for reference only - there is no need to read through the linked connector pages. All you need to know for this template is explained here, although you will likely need to look up service authentication instructions:

End Result

The image below shows the new contact created in Shopify and the respective lead created in Salesforce:

Contact in Shopify:

Corresponding Lead in Salesforce

Prerequisites

This workflow assumes the following:

  • You have API Credentials for Shopify and Salesloft.

Workflow logic

The overall logic of the workflow is:

  1. The workflow will be triggered when a new customer in Shopify is created, or an existing customer is updated.

  2. Pulling the customer email address from the trigger, the workflow determines whether the lead in Salesforce is an existing lead or a new lead.

    • If the email address exists, the information for the corresponding existing lead is updated.
    • If the received email address does not exist, then a new lead is created in Salesforce.

Getting Live

In order to configure this workflow for use, simply:

Implementation Notes

Upsert operations

The Create/Update Lead step is an Upsert operation which is effectively two operations in one.

In this case if a record of a particular type (e.g. 'lead') is found in Salesforce then it will be updated, if it is not found then a new one of that type (e.g. 'lead') will be created in Salesforce.

The operation uses the 'Lookup field name' field to check if the particular record exists in Salesforce or not. Unique fields, such as email, must be used for this. Another field might be a unique id of some sort: