Being a business with a digital presence, you are all aware of how crucial the ecommerce platform is for any business –
A digital presence on the internet helps improve the brand image of the company. And most importantly, it helps to provide better customer services because it simplifies the business processes and makes them faster and efficient.
But we are sure, the ecommerce application is not the only application you use for your business. There must be several other applications like –
So, working on all of these applications must take up a lot of your time, leaving very little for your actual business. But then, it is inevitable that you skip working on any of these applications. All of your applications require equal attention and efforts from you, to ensure smooth functioning of your business.
Also, for your business to run smoothly, you need to perform several tasks daily on a routine basis, like –
This is definitely a lot of work, when performed manually. But you only have 24 hours in a day!
How could you possibly do all of this and still have time for other more crucial activities for your business. And let’s not forget the family time, the socializing, most importantly the ‘ME’ time.
So, did you ever look up at the stars and wish you had more than 24 hours for your day?
Well, looks like you did and it was heard! (And, even if you didn’t, someone somewhere saw your struggles and couldn’t stop themselves from helping you off-load some of your work!)
Integrately does just that for you. It helps you integrate your ecommerce application with more than 300 other applications and significantly reduce your workload. All you need to do is just select your applications and decide the flow of data from one application to another. You can integrate not just 2 but ‘n’ number of applications and pass data from several applications in 1 instant.
For example, whenever a new order is placed, you wish to record all these details in a spreadsheet or your CRM, then send a ‘thank you for your order’ email to the customer and finally a sms as well to confirm the order.
It also has built-in logic where you can state conditions before allowing data to pass from your ecommerce application to another application or vice-versa.
So suppose you have collaborated with different suppliers and courier companies. So you can add filters and specify which order to be sent to which supplier and courier partner through your CRM or any other app you may be using or send them an email with the details.
To help you accomplish all that you wish to do with your ecommerce application, Integrately includes the following common Triggers and Actions across several ecommerce applications –
If you are not into physical products, but a subscription business, ‘an order’ for you becomes a ‘subscription’.
Now it’s a well-known fact that each business runs differently. But there are some business practices followed across industries because of the routine nature of that task. So, we have listed below the TOP 10 automations for ecommerce users are using to make life lot more simpler and increase their productivity –
Many businesses use a CRM like Salesforce, CompanyHub, ZOHO CRM, etc. to centrally store all the data and ensure smooth functioning of their business. Because it definitely helps to improve the efficiency of the business when you have all the orders in a centralized location like a CRM.
So, in order to store all the order details into the CRM without actually having to do it, you can use the below automation to help you save several man-hours!
When order is created in Shopify
However, not all of us need to use a CRM. Many of us can make do with a simple spreadsheet like Google Sheets. We just store all of the data into a spreadsheet and keep our lives simple!
When you love to keep your life simple, we are sure you would want your business practices simple as well! So, just spend a few minutes in setting up the below automation and no need to worry about missing out on your leads.
When order is created in Shopify
Create row in Google sheets
Additionally, if you wish to subscribe them to your email marketing campaign, with an aim to turn them into your recurring customers, the flow would just need an additional step –
When order is created in Shopify
This one’s an equally important automation as the previous one. If you feel that new orders should be well accounted for in your database, the same applies to order updates as well.
So if you are maintaining spreadsheets, then the flow would look like this:
When order is updated in Woocommerce
Check for a certain condition
Search row using column and value in Google Sheets
Update row in Google Sheets
And if you are using a CRM, the flow would look something like this –
When order is updated in Woocommerce
Check for a certain condition
The idea behind integrating 2 applications is so that there is no need to manually feed the same data across applications. So, obviously you would want to save all your customers’ data into your CRM as well. Hence the below automation is a no-brainer!
When customer is created in Shopify
A lead is the first step in the journey to become a customer. And hence it’s a good idea to save your leads in your ecommerce application in advance, to help save time in future when the lead has been successfully converted into a customer.
When a form is submitted
Create customer in Woocommerce
Many times, people abandon their carts and do not proceed to complete the purchase. This just goes to prove the saying that the game is not won until the last ball. We should never be sure of the conversion unless the order has been placed.
Hence, in order to gain the attention of the lead that was a mere step away from becoming our customer, we must send them email reminders. For this, we can use any email marketing application like Moosend, Mailchimp, Hubspot, ActiveCampaign, etc
The below automation will help us keep track and reach out to all such customers, without having to manually check each and every cart activity.
When Cart is abandoned in Thrivecart
Associating payments with the contact is a very essential task. All the transaction details of each customer are super helpful when you run online courses and need to enroll that particular customer to the corresponding course.
So if it’s a new user, the automation would look like this:
When product is purchased in Thrivecart
Create user in New Zenler
Enroll user in a course in New Zenler
However, if there are chances of repeat sales to same users (which happens quite a lot), the flow would include a few additional steps like:
When product is purchased in Thrivecart
Search user in New Zenler
If found
Enroll user in a course in New Zenler
Create user in New Zenler
Enroll user in a course in New Zenler
No business can thrive on a static product line. You need to keep adding new products or services to stay up in the game. But does that mean that you need to manually reach out to all your customers informing them about the same? Obviously not! Because if you did, you would look after the business? So, that’s why you need the below automation to ensure that each of your customers or leads stay well informed about all your new products and services.
You could add them to a mailing list, or maybe create an entirely new campaign from the same.
When product is created in Woocommerce
Create a campaign in ActiveCampaign
Looking to cater to your leads through social media platforms like FaceBook or Instagram? This automation is your ‘IT”. Add your leads to your FB custom audiences based on a particular property like the lead’s demographics, the product, or country or any other. Just build the below automation and you are good to go!
When customer is created in Shopify
Search row using column and value in Google Sheets
Add email to custom audience in Facebook Custom Audiences
The spreadsheet works as a ‘LookUp’ sheet for you. Meaning, with a single automation, you can cater to several different social media groups, all at the same time. Thereby eliminating the need to make a separate automation for each social media group.
If you are a subscription based business, you need to keep all your orders in a centrally organised manner. Because this business model is purely based on recurring sales. Hence we must keep all our customers’ details updated at all times.
When Subscription is charged in SamCart
If found
Suppose you are part of several Affiliate programs, it is very crucial for you to keep track of the revenue generated from the various sources. You may just store all this simply in a spreadsheet.
The below given recipe helps you automatically update your spreadsheet with all your affiliate income transactions:
When Affiliate commission is earned in ThriveCart
Create row in Google sheets
As you may have noticed, integrating your ecommerce application with other applications will help you not only save several work hours but also prove to be a boon when it comes to creating synchronization across applications. Just take out the time to set up the automation once and let Integrately do the rest of your work. Use this additional time for more productive and important tasks.
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