Pipedrive + Shopify

Create notes in Pipedrive for new orders in Shopify

Streamline your sales process with this Shopify-Pipedrive workflow. Whenever a new order is placed in Shopify, it will create a note in Pipedrive. Not only does this save you valuable time, but it also ensures that every important detail from each order is efficiently documented in your CRM. Take advantage of this automation to keep your sales team in the loop about new orders, helping them to stay organized and responsive.

Streamline your sales process with this Shopify-Pipedrive workflow. Whenever a new order is placed in Shopify, it will create a note in Pipedrive. Not only does this save you valuable time, but it also ensures that every important detail from each order is efficiently documented in your CRM. Take advantage of this automation to keep your sales team in the loop about new orders, helping them to stay organized and responsive.

  1. When this happens...
    ShopifyShopify
    New Order

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

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Note

    Creates a new note.

    ActionWrite
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Supported triggers and actions

    • BlogRequired

    • Blog Entry Status

    Trigger
    Polling
    Try It
  • Shopify triggers, actions, and search

    Customer Account Enabled

    Triggers when a customer account is enabled.

    Trigger
    Instant
    Try It
    • Abandoned Cart Age (Hours)Required

    Trigger
    Polling
    Try It
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pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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shopify logo

About Shopify

Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.
Learn more

Related categories

  • eCommerce