Maintaining a relationship with your customers often means spending a lot of time and energy after making that initial sale, and making good use of a customer relationship management (CRM) application can help build a loyal customer base for your business more easily.
Using Zapier, you can create automated workflows called Zaps to automatically add new customers from Shopify to your CRM, so that you can save time and focus on the work that really matters.
For this example, we're going to use Salesforce, but the concepts we'll show will work with any of the CRM applications that integrate with Zapier. You can see the full list here.
Before you begin
To set up this Zap using information unique to your store, log in to Shopify, and make sure that at least one Customer has been created. This guide from Shopify walks you through locating your Customer settings, and creating a new Customer if one hasn't been created already.
You'll also want to log in to Salesforce or your CRM of choice, and make a note of all of the information you currently store for contacts. For example, are first name and last name separate, or are they saved as a single "name" field? Do you typically save phone numbers, or just emails? This will help the last few steps of setting up the Zap go quicker.
Option 1: Get started quickly with a Zap template
We have a template to help you get started quickly once you've done the pre-work:
Click the Use this Zap button, and you'll be guided through setup. You'll need to create a Zapier account if you don't already have one.
Here's how it works:
Click on the Use this Zap button to get started.
Connect your Shopify and Salesforce accounts.
Select the Salesforce object you want to use.
Select the Salesforce fields you want to update.
Select the Shopify information you'd like to use in the selected Salesforce fields.
Test your workflow and turn it on.
Option 2: Create your own Zap
Here are the steps involved:
In the Zap editor, sign in to Shopify when prompted, and customize your trigger.
Sign in to Salesforce, and customize how you'd like the customer's info sent to your CRM.
Test your Zap and turn it on.
If you don't use Salesforce, we'll also provide several alternate Zap templates at the end of the tutorial to help you get up and running quickly with the CRM of your choice.
Connect Shopify and set up your trigger step
In the Zap editor, select Shopify as your trigger app and New Customer as the trigger event. This will tell your Zap to run each time a new customer is created in Shopify. Click Continue.
Next, you'll be prompted to log in to your Shopify account.
For each app you connect, Zapier will ask for a general set of permissions which allows you to be flexible with your Zaps. The only actions Zapier takes on your app accounts are those a given Zap needs to accomplish what you've set up.
Once your Shopify account is connected, select Continue, and you'll be prompted to test the trigger.
When you test the trigger, Zapier will ask Shopify for the most recent customer in the store, so you can use their information as an example for setting up the rest of the Zap. If you don't have any customers yet, select Skip Test and Shopify will provide a fake customer to use as sample data instead.
Once you see some sample data appear, select Continue and head to the next step, where we'll set up the Salesforce action.
Connect and customize Salesforce
Select Salesforce as your action app and Create Record as your action event. This is the event you want your Zap to perform once it's triggered. Click Continue.
Then, select Sign in to Salesforce, and connect your Salesforce account.
Once Salesforce has been connected, select Continue, and you'll be taken to the next step, where we can define how the Contact is created.
First, if it is not already selected, make sure to select Contact in the Salesforce Object field.
Salesforce's "Create Record" object allows us to create many different object types, depending on what is available in your Salesforce account. For example, if you would prefer to create Leads instead, you can select "Lead" from that list.
The fields that appear after "Salesforce Object Type" will vary, depending on your Salesforce account's settings. If a field you were expecting to appear isn't available, log in to Salesforce and make sure that it is set up correctly. This guide can help troubleshoot any fields that still don't appear.
To make sure that data from Shopify is sent to Salesforce, we'll want to "map" each field. To do that, click anywhere in the field, and a dropdown menu will appear.
Learn more about field mapping in our Zapier quick-start guide.
If you see a value that matches what you need for the field, such as "Last Name" in the example above, click on it to map the value to that field. Once selected, you'll see the value appear as a "pill" in the field, meaning that each time the Zap is triggered by a new contact in Shopify, the value for that new customer will be sent to Salesforce in that field. For example, each time our Zap runs, it will send the "Last Name" value in the "Last Name" field.
If the value you need doesn't appear right away, you can select Show All Options to see all of the values that the Zap received from Shopify, or use the Search bar to search for one value in particular.
Once all of the fields have been filled in to your liking, select Continue, and you'll be asked to test the Salesforce action.
Test your Zap
To make sure that everything is working correctly, you'll be prompted to test the Salesforce action. This will create a new Contact record in Salesforce, using the sample data that you received from the Zap's trigger. You can see everything the Zap will use for the new Salesforce Contact in the action's "Send Data" section.
If you'd prefer to not create a new contact just yet, select Skip Test instead. Otherwise, select Test & Review and a new Contact will be created in Salesforce. Log in to Salesforce to review that Contact, and make sure everything looks right to you. If anything looks out of place, you can head back a step to "Customize Record" and adjust the fields there.
Once the action has been tested (or skipped), you can turn the Zap on!
While the Zap is on, each new customer received in Shopify will trigger the Zap, and be automatically sent to Salesforce as a new contact. To track how often that happens, you can review your Zap history.
Saving data to other CRMs
If you'd like to automatically add Shopify customers to your CRM, but you use an app other than Salesforce, the steps we've outlined above should still help you set up your Zap. Use any of the Zap templates below to get started with the CRM of your choice.
This article was originally published in October 2020 and was updated in August 2021 with contributions from Krystina Martinez.