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How do I send a Shopify account invite when Salesforce lead is converted?

  • 11 October 2023
  • 1 reply
  • 12 views
P

Hi Community,

 

I am looking for solution here with Salesforce & Shopify.

I wanted to send Shopify account invite when salesforce lead status changes to IsConverted: True

 

Is there any idea?

 

Thanks,

ProReta

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

ken.a
Userlevel 7
Badge +6

Hi there @PRORETA,

Welcome to the Community! 🎉

Here is how I see the Zap for the workflow that you have in mind:

  1. Trigger: Salesforce - Updated Field on Record
  2. Action: Shopify - Find or Create Customer - This action has the “Send E-Mail Invite” field.

you can check out suggested workflows for Salesforce and Shopify from our website: https://zapier.com/apps/salesforce/integrations/shopify

Hopefully, this helps! 😊

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