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Create customer record in Zoho CRM, generate documentation in Google Docs, and add attachment from Shopify order

Create customer record in Zoho CRM, generate documentation in Google Docs, and add attachment from Shopify order

Create a customer record and associated documentation in Zoho CRM when a new order is placed in Shopify. Capture and organize all relevant customer and order details for faster onboarding and improved data management.

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Overview

Create a customer record and associated documentation in Zoho CRM when a new order is placed in Shopify. Capture and organize all relevant customer and order details for faster onboarding and improved data management.

Create customer record in Zoho CRM, generate documentation in Google Docs, and add attachment from Shopify order