In this guide, we will discuss how to integrate Salesforce with Shopify to add the Salesforce contacts as your Shopify customers. It can also be possible to add the Shopify customers/products to the Salesforce contacts/products by integrating Shopify with Salesforce. Shopify is a Canadian multinational company related to e-commerce which is used to build and customize an online store and sell in multiple places like mobile, web, etc.
Integrating Shopify with Salesforce
Zapier is utilized to integrate Salesforce and Shopify in this guide. Using Zapier is free and simple. No coding is required. We just need one Salesforce account and a Shopify account (you can use your account for free for a few days).
Example 1:
In this scenario, the Salesforce contacts are created automatically when the customers are added into your Shopify account.
First, we create two customers in Shopify. Quickly open your Shopify account and navigate to the “Customers” section (see the following screenshot). Click the “Add Customer” button and fill in the details of your customer.
We create two customers with the following details. These are used while testing Zap.
Go to your Zapier account and connect Shopify with Salesforce:
https://zapier.com/app/dashboard
Choose “New Customer” under Shopify and “Create Record” under Salesforce. Then, click on the “Try it” button.
Trigger: Create a Record in Salesforce When a New Customer Is Created in Shopify
App & Event: The App (Shopify) and Event (New Customer) are automatically populated under the “App & Event” section.
Account: Add your Shopify account. Here, your Shopify username is required to allow Zapier to access your Shopify account. Under “My Store” (in your Shopify account), copy the username before “myshopify.com” and paste it there. Then, click the “Yes, Continue to Shopify” button. Continue with the added account.
Test: Test the trigger by selecting any of the customers created in Shopify and continue with the selected record.
Action: Create a Record in Salesforce
App & Event: The App (Salesforce) and Event (Create Record) are automatically populated under the “App & Event” section.
Account: Add your Salesforce account. If you are using Sandbox, choose “Sandbox”. Otherwise, opt to production and allow Zapier to your Org.
Action: Select “Contact” as a Salesforce object. Specify the following fields with Shopify custom fields.
- The Salesforce account can be anything. Here, it is “Shopify Account for Customers”.
- The contact last name is the customer’s last name.
- The contact first name is the customer’s first name.
- If your contact holds the record type, you can select any record type. We selected the record type as “Marketing”.
- The other country is the customer’s address country name.
- The business phone is the customer’s phone.
Test the record and publish it.
Let’s go to Shopify and create one customer.
Go to your “Contacts” tab to see that this contact is created in Salesforce with the specified fields.
Example 2:
In this scenario, the Salesforce products are created automatically when the products are added into your Shopify account.
First, we create one product (used for testing while creating the Zap) in Shopify. Navigate to the “Products” menu. Click the “Add Product” button and fill in the details of the product.
The product details are as follows:
We need to create an object that stores the Shopify product details. The object API name is Shopify_Product__c.
Fields:
- Description
- Status
- Product Type
- Price
Go to your Zapier account and connect Shopify with Salesforce:
https://zapier.com/app/dashboard
Choose “New Product” under Shopify and “Create Record” under Salesforce. Then, click on the “Try it” button.
Trigger: Create a Record in Salesforce When a New Product Is Created in Shopify
Add your Shopify account and test with the product record.
Action: Create a Record in Salesforce
Add a Salesforce account and specify the following fields under the “Action” object. Choose the Salesforce object as “Shopify Product”.
- Specify yourself as “Owner”.
- The Shopify product name is the Shopify product title.
- The status is the Shopify status.
- The product type is the Shopify product type.
- The description is the Shopify description (body html).
- The price is the Shopify variants price.
Test this action and publish the Zap.
Let’s create one product in Shopify with the following details:
Create a tab to view the Shopify products records and open the created product. The previous product is created with all mapped fields.
Integrating Salesforce with Shopify
If you want to create the customers/products/orders in Shopify from Salesforce, you need to integrate Salesforce with Shopify.
Example:
In this scenario, the customers are created from the Salesforce contacts by integrating Salesforce with Shopify using the Zapier product.
For testing, add one contact in your Salesforce for testing.
Go to Zapier and select “New Record” under Salesforce and “Create Customer” under Shopify.
Trigger: Create a Salesforce Contact
Add your Salesforce account and choose the “Contact” object. Then, click on “Continue”.
Test this trigger by selecting the previous contact record.
Action: Create a Customer Record in Shopify
Add your Shopify account and specify the action by mapping the Shopify “Customer” fields with the Salesforce “Contact” fields.
- The Customer – First Name is the Salesforce Contact – First Name.
- The Customer – Last Name is the Salesforce Contact – Last Name.
- The Customer – Email Address is the Salesforce Contact – Email.
- The Customer – Phone is the Salesforce Contact – Phone.
Test and publish the Zap.
Now, create a contact with the following details in Salesforce:
We can see that this contact is added as a customer in Shopify.
Conclusion
Adding the Salesforce contacts/products/orders to your Shopify account is possible by integrating Salesforce with Shopify. Here, we utilized the Zapier tool to integrate Salesforce and Shopify. Also, we discussed how to create the Salesforce contacts/products automatically from Shopify by integrating Shopify and Salesforce. Each scenario is explained step by step with screenshots for better understanding.
