What does this Salesforce automation do?
A new Shopify customer creates a matching Salesforce record for account follow-up.
What can you do with it?
- Connect store activity to account work
- Create records without nightly imports
- Start follow-up from a real customer event
The Steps
This automation runs in 2 steps:
- When Shopify — New Customer
- Then Salesforce — Create Record
Who is this automation for?
Built for commerce teams using Salesforce for customer relationships. A new Shopify customer creates a matching Salesforce record for account follow-up.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Customer" from Shopify.
- Add the action "Create Record" from Salesforce.
- Connect your Salesforce account when prompted, then enable the toggle in the top-right corner.
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