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Create B2B order deals and tasks in CRM

Create B2B order deals and tasks in CRM

Your B2B Shopify orders arrive without CRM context, delaying invoicing and fulfillment. The workflow creates org, person, deal, and a follow-up task so teams can invoice and ship same day.

Create B2B order deals and tasks in CRM

Overview

B2B orders should produce sales-ready records, not sit orphaned in your store admin. This workflow captures order details into the CRM, creates contacts and deals, and schedules a verification task so reps and billing can invoice and fulfill same day.

Create B2B order deals and tasks in CRM