As eCommerce takes off and there is even a greater need to integrate your data with your store and CRM. It’s estimated that there will be 2.05 billion global digital buyers in 2020 and this year e-Commerce sales are expected to account for 15.5 percent of retail sales worldwide.
Shopify is among the most powerful e-commerce tools and combined with Salesforce can be extremely powerful.
In order to integrate Shopify and Salesforce, there are few things that need to be considered. You will need to decide how the Shopify Orders will get reflected in Salesforce.
There are two ways to do this based on what Salesforce license you have.
1. You can create a Shopify Orders into Salesforce Orders
2. Shopify Orders to Salesforce Opportunities.
We will walk through each use case and see how we can integrate Shopify and Salesforce.
The integration will be in near real-time.
Integration Shopify and Salesforce is easy and can be implemented within a few hours.
Pandaflow allows a very customizable integration.
How to Integrate Shopify Orders and Salesforce Orders.
Once both Shopify and Salesforce are connected, we can start creating a workflow.
Instead of starting from scratch, we can start with a pre-created Pandaflow template that will save you a ton of time.
We will be using a Connector Event in this case and use Orders/Paid Event
Once the Order is Paid in Shopify, we want to Check few things before we add the Order in Salesforce. We will use the email and make sure if the Account or Contact already exists in Shopify.
If they exists we will reuse them and if they do not exist we will create them as new Contact.
We want to make sure that products and prices exist in Salesforce. We want to check if it already exists and matches the SKU and if the products doesn't exist we will go ahead and create them during the Order process
Here is where we create the Opportunity in Salesforce and add all the lines items , taxes and Shipping details. Once the Opportunity is successfully create we update the Shopify with Salesforce Opportunity ID.