Automate Lead Conversion from Shopify to Salesforce: A Seamless Guide

Managing customer data between Shopify and Salesforce can be complex. With the “Sync Made Easy” feature, Shopify customers are automatically converted into Salesforce leads, and their first purchase triggers a seamless transition into a Salesforce account, contact, order, and opportunity.

In this guide, we will automate lead conversion from Shopify to Salesforce using the Sync Made Easy app.

Why Automate This Process

Manual data transfer from Shopify to Salesforce can lead to:

• Faster Lead Management
• Accurate Data
• Seamless First-Order Conversion
• Improved Sales Efficiency

How to Automate Lead Conversions Using Shopify Salesforce Connector?

Follow this step-by-step process to enable and use this automation effortlessly. Let’s get started!

Step 1: Open your Salesforce Org and navigate to the “SME Pro Features” tab. Make sure the package is installed from the AppExchange and the Shopify store connected with Salesforce.

Step 2: Enable the “Automate Lead Conversion” & “Lead Sync (Newsletter Subscribers)” Feature.

Step 3: Go to your Shopify Store and create a new Customer by clicking “Add Customer”.

Step 4: Enter all the required information and click on “Save”.

Step 5: Copy the “Customer Email address” or “Shopify ID” from the respective Customer.

Step 6: Go to your Salesforce Org and search for the copied Shopify Id or Email address in the “Search Box” (Global search).

Step 7: A “New Lead” will be Successfully Created in Salesforce.

Step 8: Again, go back to Shopify and create a new order under the customer.

Step 9: Click on “Browse” and select the products, then click on “Collect Payment”, then click on “Mark as Paid” to create an order.

Step 10: Click on “Create Order” to confirm and create the order.

Step 11: Copy the “Shopify ID” from the Order.

Step 12: Go to your Salesforce Org and search for the copied Shopify ID in the “Search Box” (Global search).

Step 13: Lead will automatically Convert into “Order” and “Opportunities”.

Step 14: You can also view the “Account” and “Contact” by clicking on the Account Name.

Conclusion

With Sync Made Easy, your Shopify customers seamlessly become Salesforce leads, and their first purchase triggers a full CRM record creation. This ensures real-time synchronization, accurate data, and streamlined workflows, allowing your team to focus on growing sales rather than managing data.

This powerful Shopify Salesforce integration, often managed through a dedicated Shopify Salesforce Connector – Sync Made Easy, guarantees a smooth data flow between Shopify and Salesforce, making the entire data management process efficient and smooth.