How to connect Shopify to Salesforce
Stop dealing with missing sales opportunities and slow lead follow-up. This guide shows you how to automatically Create Lead in Salesforce whenever New Order Created happens inside Shopify.
Why automate this workflow?
Manual processes introduce delays and errors. With this automation you instant lead capture and nurturing. It runs 24/7 so your team never misses key context.
π‘ Pro tip: Start with a simple workflow, then add filters once validated.
E-commerce Customer Relationship Workflows
Here are proven ways teams connect Shopify with Salesforce to eliminate manual work and reduce errors:
Customer creation
Automatically create or update contacts in your CRM every time someone places an order, with purchase history attached.
Lead scoring
Enrich lead profiles with purchase data so sales reps know exactly how engaged a prospect is.
Win-back campaigns
Flag customers who haven't ordered in 90 days and trigger re-engagement sequences.
β‘ Advanced tip: Map the order total into a custom CRM field to segment customers by lifetime value automatically.
Step-by-step implementation
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1
Create a scenario in Make.com
Sign up or log in. Click "Create a new scenario" and choose Shopify as the first module.
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2
Configure the trigger
Select New Order Created inside Shopify. Authorize your account and set any filters you need.
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3
Add the Salesforce action
Choose "Create Lead" and map fields from the trigger. Test once and turn it on.
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4
Test and activate
Click "Run once" to test. If everything works, turn on your scenario.
Free vs Pro: Which Plan?
Free is great for testing. Pro is better for business.
Free Plan
$0/mo
- β 1,000 ops/month
- β 2 scenarios
- β 15-min interval
Pro Plan
$9/mo
- β 10,000+ ops/month
- β Unlimited scenarios
- β 1-min interval
FAQ
Is the Shopify to Salesforce integration free?
Yes. Make.com offers a free tier with 1,000 operations/month.
How long does setup take?
Most users complete the setup in under 5 minutes.
Do I need coding skills?
No. The entire workflow is built using drag-and-drop modules.