Shopify + Zoho CRM
Create Zoho CRM leads from new Shopify customers
Easily streamline your customer management process with this workflow that connects Shopify and Zoho CRM. When a new customer signs up on your Shopify store, their information will be efficiently added as a lead in your Zoho CRM. Say goodbye to manual data entry and keep your customer records up-to-date, making it simple to focus on nurturing relationships and growing your business.
Easily streamline your customer management process with this workflow that connects Shopify and Zoho CRM. When a new customer signs up on your Shopify store, their information will be efficiently added as a lead in your Zoho CRM. Say goodbye to manual data entry and keep your customer records up-to-date, making it simple to focus on nurturing relationships and growing your business.
- When this happens...
New CustomerTriggers when a new customer is added to your Shopify account.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Convert LeadConvert an existing lead to contact and account
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
New Blog
Triggers when a new blog is added to your Shopify store.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Customer
Triggers when a new customer is added to your Shopify account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAbandoned Cart Age (Hours)Required
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Draft Order
Triggers when a new draft order is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Order
Triggers when an order is created (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Product
Triggers when a product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tag Added to Customer
Triggers when a new tag is added to a customer.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Order
Triggers when an order is updated (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First NameRequired
Last NameRequired
Email AddressRequired
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
Country
Zip Code
Phone
Tags
Note
Accepts Marketing
Tax Exempt
Send E-Mail Invite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
ProductRequired
Product VariantRequired
Adjust Quantity By
Set Quantity To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Product TypeRequired
VendorRequired
Product Description
Tags
Published At
Price
Inventory Policy
Image URL
More Image URLs
SKU
Is Published?
Publish to Point of Sale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
First Name
Last Name
Email Address
Tags
Phone Number
Note
Tax Exempt
Accepts Marketing
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Product VariantRequired
Title
Price
Compare at Price
SKU
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get specific order by ID
Get details of an order using Order ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProductRequired
Product Variant TitleRequired
Exact MatchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct TitleRequired
Product TypeRequired
VendorRequired
Product Description
Tags
Published At
Price
Inventory Policy
Image URL
More Image URLs
SKU
Is Published?
Publish to Point of Sale
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProductRequired
TitleRequired
Exact MatchRequired
Price
Compare at Price
SKU
Inventory Policy
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planModuleRequired
Entry IDRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
LayoutRequired
Trigger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
Entry IDRequired
Related ModuleRequired
Related Entry IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.E-mailRequired
LayoutRequired
Trigger Workflow?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundModuleRequired
Field nameRequired
ValueRequired
LayoutRequired
Trigger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Customer Account Enabled
Triggers when a customer account is enabled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Fulfilled Order
Triggers when an order is fulfilled (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Paid Order
Triggers when an order is paid (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a refund or partial refund occurs.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Customer
Triggers when a customer's information is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.BlogRequired
TitleRequired
Author NameRequired
ContentRequired
Featured Image URL
Excerpt/Summary
Tags
Is Published?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Product
Product Variant
Product Quantity
Product Title
Product Price
Weight in Grams
Note
Discount - Type
Discount - Amount
Discount - Code
Additional Details
Tags
Shipping Address Instructions
Shipping Address - First name
Shipping Address - Last name
Shipping Address - Company
Shipping Address - Phone
Shipping Address - Address
Shipping Address - Address con't
Shipping Address - City
Shipping Address - Country
Shipping Address - State/Province/Region
Shipping Address - Postal/Zip code
Billing Address Instructions
Billing Address - First name
Billing Address - Last name
Billing Address - Company
Billing Address - Phone
Billing Address - Address
Billing Address - Address con't
Billing Address - City
Billing Address - Country
Billing Address - State/Province/Region
Billing Address - Postal/Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Product
Product Variant
Product Quantity
Product Title
Product Price
Weight in Grams
Note
Discount - Type
Discount - Amount
Discount - Code
Additional Details
Tags
Shipping Address Instructions
Shipping Address - First name
Shipping Address - Last name
Shipping Address - Company
Shipping Address - Phone
Shipping Address - Address
Shipping Address - Address con't
Shipping Address - City
Shipping Address - Country
Shipping Address - State/Province/Region
Shipping Address - Postal/Zip code
Billing Address Instructions
Billing Address - First name
Billing Address - Last name
Billing Address - Company
Billing Address - Phone
Billing Address - Address
Billing Address - Address con't
Billing Address - City
Billing Address - Country
Billing Address - State/Province/Region
Billing Address - Postal/Zip code
Send Receipt
Send Fulfillment Receipt
Location
Inventory Behaviour
Financial Status
Fulfillment Status
Code
Title
Price
Discounted Price
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
TitleRequired
Price
Compare at Price
SKU
Inventory Policy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Title
Product Type
Vendor
Product Description
Tags
Price
Images
SKU
Is Published?
Publish to Point of Sale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Email AddressRequired
First NameRequired
Last NameRequired
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
Country
Zip Code
Phone
Tags
Note
Accepts Marketing
Tax Exempt
Send E-Mail Invite
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProduct TitleRequired
Product TypeRequired
VendorRequired
Product Description
Tags
Published At
Price
Inventory Policy
Image URL
More Image URLs
SKU
Is Published?
Publish to Point of Sale
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew User
Triggers when a new active user is added to your Zoho CRM account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planModuleRequired
Entry IDRequired
File name
Attchment FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Notify lead owner
Notify new entity owner
Account ID
Overwrite
Contact ID
Assign to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
LayoutRequired
Entry IDRequired
Trigger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
LayoutRequired
Trigger
duplicate check fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
Field nameRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appE-mailRequired
LayoutRequired
Trigger Workflow?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Shopify
Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.
Related categories
About Zoho CRM
Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
Related categories
Similar apps
Pipedrive
CRM (Customer Relationship Management)
Insightly
CRM (Customer Relationship Management)
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierRelated Zap Templates
- Add new Shopify customers to Zoho CRM as module entries
- Create Shopify orders from new Zoho CRM module entries
- Create new Zoho CRM module entries for every new Shopify customer
- Create Zoho CRM module entries for new Shopify orders
- Add tags to Zoho CRM for new Shopify orders with any status
- Update Zoho CRM module entries for new Shopify orders
- Create new Zoho CRM module entries for updated Shopify customers
- Create Zoho CRM module entries for new Shopify paid orders
- Create module entries in Zoho CRM for new Shopify orders
- Create Zoho CRM module entries for new Shopify paid orders
- Create blog entries in Shopify for new Zoho CRM module entries
- Update Shopify customers when new leads are added in Zoho CRM
- Create Shopify orders when Zoho CRM module entries are updated
- Create Shopify orders from new or updated Zoho CRM module entries
- Update Shopify customers when Zoho CRM module entries are updated
- Create Shopify customers from new Zoho CRM leads
- Create Zoho CRM module entries for new Shopify products
- Create Zoho CRM module entries for new Shopify orders of any status
- Create or update Zoho CRM module entries for new Shopify abandoned carts
- Create Zoho CRM module entries from new Shopify customer accounts enabled
- Convert new Shopify orders into leads in Zoho CRM
- Create or update Zoho CRM entries when new products are added in Shopify
- Create or update Zoho CRM module entries with new paid orders from Shopify
- Create or update Zoho CRM module entries when new orders are logged in Shopify
- Create or update Zoho CRM module entries for every new order in Shopify
- Add tags in Zoho CRM when new customer accounts are enabled in Shopify
Related Zap Templates
Â
Â
- Create new Zoho CRM module entries for every new Shopify customer
- Update Zoho CRM module entries for new Shopify orders
- Create module entries in Zoho CRM for new Shopify orders
- Update Shopify customers when new leads are added in Zoho CRM
- Update Shopify customers when Zoho CRM module entries are updated