Company
Date Published
Author
Ellie Huizenga
Word count
1543
Language
English
Hacker News points
None

Summary

To turn leads into repeat customers, you need to enrich your lead data by connecting your Shopify account to Salesforce. This tutorial shows how to set up a Zap using Zapier that adds or updates lead data in Salesforce when a new Shopify order is received. The process involves setting up a trigger in Shopify that sends the information to Zapier, which then searches for existing Salesforce contacts that match the Shopify data and updates them if found, or creates a new contact record if not. The tutorial also covers how to customize the fields that are passed from Shopify to Salesforce, and how to test the Zap to ensure it's working correctly. By setting up this connection, you can send customers targeted upsell and cross-sell campaigns in real-time, increasing sales and customer loyalty.