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7 ways to automate Shopify with Zapier

By Tyler Robertson · August 22, 2024
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Whatever it is you're selling in your Shopify store—from handcrafted furniture to Yoga classes—you're probably always looking for ways to make more sales. 

But successfully scaling your business takes a lot of work: you have to promote your products online, follow up with loyal customers, and log sales in your other apps for safekeeping. If you're doing this manually, it's easy to get behind. 

But there is a better way: With Shopify and Zapier, you can use automated workflows—called Zaps—to supercharge your Shopify store. Here are the best ways to streamline your eCommerce business with the Shopify integration.

Shopify is a premium app, available on paid Zapier plans. Learn more about premium apps.

Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Track sales in a spreadsheet or database

Part of keeping everything running smoothly is keeping track of sales. Send information about paid Shopify orders to a spreadsheet or database so you can analyze purchases and use that information to understand customer preferences and trends.

Add new paid Shopify orders to Google Sheets rows

  • Shopify logo
  • Google Sheets logo
Shopify + Google Sheets
More details
    Keep your new Shopify paid orders organized using this automation. After your customer submits a new paid order on Shopify, Zapier will automatically add it to your Google Sheets spreadsheet as a new row. That way, you can manage your orders in a spreadsheet and easilyi keep everything organized.

    Create Airtable records for new paid orders in Shopify

    • Shopify logo
    • Airtable logo
    Shopify + Airtable
    More details
      When you have new paid orders, you'll want the details added to your database. This integration helps by automatically creating a record in Airtable with the details from a new paid order in Shopify. It's never been easier to track your paid orders.

      Add new paid Shopify orders to Microsoft Excel rows

      • Shopify logo
      • Microsoft Excel logo
      Shopify + Microsoft Excel
      More details
        Keep your new Shopify paid orders organized using this automation. After your customer submits a new paid order on Shopify, Zapier will automatically add it to your Microsoft Excel spreadsheet as a new row. That way, you can easily manage your orders in a spreadsheet and keep everything organized.

        Create Trello cards for new paid orders in Shopify

        • Shopify logo
        • Trello logo
        Shopify + Trello
        More details
          When you have new paid orders, you may want the details added to your organization tool. This integration helps by automatically creating a Trello card with the details of a new paid order in Shopify. It's never been easier to organize your paid order info.

          If you'd like a little help getting started, check out our step-by-step walkthrough to send paid Shopify orders to a Google Sheet.

          Send team notifications

          From crafting follow-up messages to asking for product feedback, you likely have a variety of team members who need to be kept in the loop on new sales or other activity. Provide your team with the information they need, when they need it by automating your Shopify app.

          With these Zaps, you can automatically send notifications in your team chat or via Gmail for new sales. Or if you have a high volume of transactions (go you!), you can get a summary of your Shopify transactions at a cadence that works for you.

          If, however, any transactions get marked as fraudulent in Shopify, you can also automatically route those messages to the right team in Slack for an immediate response—or add them as a note to your CRM.

          Share new paid orders from Shopify to Slack

          • Shopify logo
          • Slack logo
          Shopify + Slack
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            If you run a Shopify store, you know how exciting it is to watch orders roll in. This Zap will automatically post a new message to Slack whenever you receive a paid order in Shopify, helping you stay up-to-date on your billings and celebrate success at the same time.

            Send Gmail emails for new paid Shopify orders

            • Shopify logo
            • Gmail logo
            Shopify + Gmail
            More details
              If you need an alert sent for new paid Shopify orders, this is the integration for you. Once you've set it up, Zapier will automatically send a Gmail message for new paid Shopify orders. Your customers will get the best service and you can focus on growing your business.

              Send digests of new Shopify orders via Gmail

              • Shopify logo
              • Digest by Zapier logo
              • Gmail logo
              Shopify + Digest by Zapier + Gmail
              More details
                Stay in the loop, but ditch the noise with Zapier's Digest tool. Use this Zap to automatically add new Shopify orders to a digest. Then Zapier will deliver that summary to Gmail every day, week, or month.

                Send Slack notifications for fraudulent orders in Shopify

                • Shopify logo
                • Slack logo
                Shopify + Slack
                More details
                  Stay alert to potential risks with this automation. Whenever a fraudulent order is detected in Shopify, this Zap sends an instant notification to your specified Slack channel. This ensures your team is immediately informed and can take quick action to address the issue, helping to protect your business from potential fraud.

                  Add notes to Pipedrive about fraudulent orders in Shopify

                  • Shopify logo
                  • Pipedrive logo
                  Shopify + Pipedrive
                  More details
                    Keep your sales team informed by automatically adding a note in Pipedrive whenever a fraudulent order is detected in Shopify. This Zap helps you track incidents within your CRM, ensuring that your team is aware of any potential risks associated with customer interactions. By centralizing this information, you can improve your team's ability to handle these situations effectively.

                    Tip: The New Paid Order trigger lets you set specific options for Order Status, Payment Status, and Fulfillment Status, which help narrow down which orders trigger the Zap. While they're optional, we recommend filling them in to avoid accidentally reminding your team about the same order over and over again. For example, to have the Zap trigger after the order's been fully completed, set the Fulfillment Status option to "shipped".

                    Create inventory and performance reports

                    Keeping track of your inventory and understanding your sales performance are crucial aspects of running a successful online store. But the more sales you generate, the harder it is to understand the numbers—including what types of products are flying off your virtual shelves. 

                    Whether you need to create regular reports of your performance, available inventory (with a little help from AI), or get insights into specific product attributes and customer preferences stored in metafields, these Zaps can help: 

                    Send new Shopify orders with product IDs to Google Sheets

                    • Shopify logo
                    • Google Sheets logo
                    Shopify + Google Sheets
                    More details
                      Managing your sales data can be overwhelming as your Shopify store grows. With this integration, each new order triggers an automatic retrieval of product details, which are then logged into a Google Sheet for you and your team to analyze. This automation simplifies sales tracking and helps you maintain accurate, up-to-date records effortlessly.

                      Track updated Shopify inventory in Google Sheets

                      • Shopify logo
                      • Google Sheets logo
                      Shopify + Google Sheets
                      More details
                        Easily monitor your Shopify inventory changes by automatically recording updates in a Google Sheets spreadsheet. This Zap adds a new row to your sheet every time an inventory update occurs in Shopify, giving you a clear and organized record of stock levels. Simplify your inventory tracking and ensure your data is always up-to-date without manual input.

                        Keep track of offline conversions

                        Having a holistic view of customer interactions is important if you want to successfully manage your advertising efforts. Connect your Shopify account to your advertisement tools so you can more easily gauge the success of your ad campaigns. Try one of these Zaps to get started:

                        Add new Shopify customers to Google Ads Custom Lists

                        • Shopify logo
                        • Google Ads logo
                        Shopify + Google Ads
                        More details
                          Got new shoppers? Let's get them to be repeat shoppers with this integration. Just set it up and new Shopify customers will be added to Google Ads custom lists, ensuring that they're more likely to see your ad content. The right people viewing relevant ads will lead to more sales with no extra work on your part.

                          Add new Shopify customers to LinkedIn Matched Audiences segments

                          • Shopify logo
                          • LinkedIn Ads logo
                          Shopify + LinkedIn Ads
                          More details
                            Each new sale you make is an opportunity to attract more customers if you leverage that info. After you set it up, this integration can handle that for you. Whenever a customer makes a new order on your Shopify store, we'll also automatically add them to a segment on LinkedIn Matched Audiences so that your ad targeting can find more customers like them for you.

                            Stay in touch with customers

                            Following up with your customer is one of the best ways to make sure they come back for more. Whether you use an email newsletter app like Mailchimp, or a customer relationship manager (CRM) like HubSpot or Salesforce, these Zaps can help you automatically add new customers to your email lists, so you can keep them notified of all your latest offerings.

                            Add new Shopify customers to HubSpot as contacts

                            • Shopify logo
                            • HubSpot logo
                            Shopify + HubSpot
                            More details
                              Keep all of your contacts in one place and manage your customer service easily with this Zapier automation. Once you set up this Shopify-HubSpot integration, from that point forward your new Shopify customers will become new contacts in your HubSpot account.

                              Add Klaviyo subscribers with new Shopify customers

                              • Shopify logo
                              • Klaviyo logo
                              Shopify + Klaviyo
                              More details
                                Follow-up marketing is vital, but also time-consuming. Save time when you use this integration to automatically add a new subscriber to a specified Klaviyo list as soon as a new customer is added to your Shopify account. Effortlessly grow your contacts and expand your outreach, while your grow your sales.

                                Add new Shopify customers to Mailchimp

                                • Shopify logo
                                • Mailchimp logo
                                Shopify + Mailchimp
                                More details
                                  If you use Shopify to sell anything online, this Zap makes it simple to build relationships with your customers via email. Once active, it automatically adds new Shopify customers to a Mailchimp email list as subscribers. Easily follow up with people about their purchases, send them information about sales, and alert them to new products they might like.

                                  Create Salesforce contacts from new Shopify customers

                                  • Shopify logo
                                  • Salesforce logo
                                  Shopify + Salesforce
                                  More details
                                    When you make a sale in Shopify, the relationship with that customer is just beginning. Wouldn't it be great if you could go into Salesforce and a new contact was automatically waiting for you to take further action? Look no further. This integration is here to exactly that.

                                    Has a product that was previously out of stock come back into supply? Let your customers know with customized messaging encouraging them to snap it up—automatically.

                                    Send customer emails when new inventory is back in stock in Shopify

                                    • Shopify logo
                                    • Gmail logo
                                    Shopify + Gmail
                                    More details
                                      Ensure your customers are always in the loop when their favorite products are restocked. With this Zap, whenever the inventory is updated in Shopify, an automatic email is sent via Gmail to notify your customers. This automation helps you maintain customer satisfaction and drive sales by keeping them informed without any manual effort.

                                      Send emails for updated inventory in Shopify

                                      • Shopify logo
                                      • Email by Zapier logo
                                      Shopify + Email by Zapier
                                      More details
                                        Keep your team or customers informed whenever your Shopify inventory changes. This Zap triggers an outbound email each time inventory is updated, ensuring everyone stays up-to-date with real-time stock levels. Streamline your communication process and eliminate the need for manual updates.

                                        Learn how to create these Zaps in our tutorials for adding new Shopify customers to Mailchimp and how to automatically add Shopify customers to Salesforce.

                                        Chase down abandoned carts

                                        The phrase "abandoned cart" sounds so much more negative than it actually is. There are actually a lot of positives! It means that someone made it to your shop, liked something enough to add it to the cart, and just… didn't follow through.

                                        It can happen for a lot of reasons, too. Maybe they don't have the funds just yet, or got distracted by something outside, or just forgot that they didn't check out! No matter the reason, following up on an abandoned cart can remind those potential customers what they're missing, and help turn those almost-sales into money in the bank. With these Zaps, you can take care of that whole process automatically.

                                        Send Gmail emails with new abandoned carts in Shopify

                                        • Shopify logo
                                        • Gmail logo
                                        Shopify + Gmail
                                        More details
                                          Abandoned cart in Shopify? Don't wait to rescue that missed opportunity. Set up this integration to automatically notify your stakeholders, or nudge your shopper, with an email via Gmail as soon as a new abandoned cart registers for your Shopify account.

                                          Add contacts to a Google Ads customer list for new abandoned carts on Shopify

                                          • Shopify logo
                                          • Google Ads logo
                                          Shopify + Google Ads
                                          More details
                                            Got a new contact? Make sure they are on your list to receive the most relevant advertising. Zapier makes that easy. Just set up this integration and your customer match lists will be updated from Shopify.

                                            Add newly-abandoned carts in Shopify to Google Sheets rows

                                            • Shopify logo
                                            • Google Sheets logo
                                            Shopify + Google Sheets
                                            More details
                                              Easily keep track of shoppers who are abandoning carts with this integration. Once active, this Zap adds cart details from Shopify automatically to a row in a specified Google Sheets spreadsheet. Data in the spreadsheet can later be easily imported into a marketing tool to retarget with email, ads, or other tactics.

                                              Create invoices and log transactions

                                              It's great news when your orders start piling up, but the paperwork involved can easily get out of hand. Make sure you're generating invoices on the go for both your tax files—and your customers. 

                                              By connecting Shopify to your accounting tools, you can automatically generate an invoice the moment someone places an order. Similarly, if a sale goes through another app, you'll want to make sure you're capturing those transactions in Shopify. That way, all your orders will be up to date across the board.

                                              Create Shopify transactions from Xero orders

                                              • Xero logo
                                              • Shopify logo
                                              Xero + Shopify
                                              More details
                                                Streamline your sales process by automatically creating Shopify transactions whenever a new purchase order is generated in Xero. This Zap ensures that your orders are seamlessly transferred between systems, reducing manual work and keeping your transaction records accurate and up to date. Perfect for maintaining consistency across your business operations.

                                                Streamline your store with the Zapier Shopify integration

                                                You've already done the hardest part of making a successful online business: Starting it up. Zapier is here to help make the rest as easy as possible, so you can focus on what really matters.

                                                Run an online store, but not with Shopify? Zapier integrates with lots of other eCommerce apps to help save you time no matter where you work.

                                                This article was originally published in October 2018. It was most recently updated in August 2024 by Elena Alston.

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                                                A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'