Integrate Salesforce with Shopify to automate your work
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Frequently Asked Questions about Salesforce + Shopify integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Shopify
What triggers can I use to automate tasks between Salesforce and Shopify?
When integrating Salesforce with Shopify, you can use various triggers to automate tasks. For example, you can set up triggers such as 'New Lead' in Salesforce or 'New Order' in Shopify. These triggers will initiate actions automatically, like creating a new customer record in Salesforce when a new order is placed on Shopify.
How do I update inventory levels in Shopify from Salesforce?
To update inventory levels in Shopify based on Salesforce data, set up an action that triggers from a specific event in Salesforce, such as updating a product's stock level. This can ensure that whenever there's a change in the inventory count in Salesforce, the corresponding product's inventory level is automatically updated in Shopify.
Can I sync customer data between Salesforce and Shopify?
Yes, you can sync customer data between the two platforms seamlessly. By setting up an integration where actions are triggered by events such as 'New Customer' or 'Customer Update' in either Salesforce or Shopify, we can ensure that customer information remains consistent and up-to-date across both systems.
How do I handle abandoned carts using the integration?
Handle abandoned carts effectively by setting up a trigger for 'Abandoned Cart' events in Shopify. This can initiate an automated action to create a follow-up task or lead in Salesforce, allowing your sales team to reach out and potentially recover the lost sale.
Is it possible to automate order fulfillment from Shopify using Salesforce?
Yes, it's possible to automate order fulfillment by using specific triggers like 'Paid Order' or 'Order Shipment' from Shopify. These triggers can create tasks or update records within Salesforce to streamline your fulfillment process and ensure that all orders are processed efficiently.
What happens if there is a data sync error between Salesforce and Shopify?
In case of a data sync error between the two platforms, our system will notify you immediately. You can also set up specific error handling workflows where an action is triggered by error notifications—such as creating a support ticket within your CRM—ensuring quick resolution.
Can I segment customers based on their purchase history from Shopify within Salesforce?
Absolutely! By integrating purchase history data from Shopify into Salesforce through automated actions triggered by purchases or order completions, you can easily segment customers based on their buying behavior directly within your CRM.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.