Integrate Salesforce with Shopify
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
Shopify is an eCommerce platform that provides tools for both online and physical sales. On Shopify, users can set up an online store with pre-made themes. They can also accept payments from a variety of sources and use the analytics to look at their business’s sales trends. This can help them understand where they need to better focus their sales and marketing efforts.
Popular Use Cases
Bring all your Salesforce data to Amazon Redshift
Load your Salesforce data to Google BigQuery
ETL all your Salesforce data to Snowflake
Move your Salesforce data to MySQL
Bring all your Shopify data to Amazon Redshift
Load your Shopify data to Google BigQuery
ETL all your Shopify data to Snowflake
Move your Shopify data to MySQL
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Salesforce's End Points
Track valuable lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create an account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a product’s name, description and category. Then, use a product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Schedule events that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Create objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.
Shopify's End Points
Track checkouts that were added to a customer’s cart but not completed as sales. This field includes data about the customer, the product and the reason for cancellation. It can help determine which products are most commonly abandoned at checkout and why, allowing you to run better predictive analyses about your future products and customers.
Retrieve basic customer information - such as ID, email, mailing address, and name - as well as data about customer behavior, such as the last order a customer made, their total amount spent or how many orders they have made with your company. You can then use this data to focus your marketing efforts towards specific customers or demographics.
Retrieve important data about an order request, such as customer contact information, the product ordered or the status of the order itself. Then, use this field to track important sales data like what products are being ordered the most or sales trends based on region or product price.
Create any number of product groupings and view data ranging from the product name and product ID to how much the product weighs, when it was created and how much it costs. Then, use that data to track trends and understand what types of products have been successful and why.
Track any exchange of money that occurs on Shopify, including completed sales, refunds and voided orders. This data can also track the actual revenue generated from your orders via their order ID’s, which will provide you with a sales-focused view of how well your business is performing.
Capture data from any transaction where the money has been refunded to the customer or any transaction where an item has been returned after being ordered. You can then view details about how much was refunded, what products were returned and whether or not those products have been restocked. This information can ultimately help you understand which products are successful, which are not and why.