Workbooks CRM + Shopify Integration

Connect Workbooks CRM to Shopify in 1 click

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1.
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    New sales lead is created in Workbooks CRM Instant
  • Workbooks CRM
    Credit note is posted in Workbooks CRM Instant
  • Workbooks CRM
    Invoice is complete and its status is posted in Workbooks CRM Instant
  • Workbooks CRM
    Task is created in Workbooks CRM Instant
  • Workbooks CRM
    Product is created in Workbooks CRM Instant
  • Workbooks CRM
    Meeting is created in Workbooks CRM Instant
  • Workbooks CRM
    Marketing campaign is created in Workbooks CRM Instant
  • Shopify
    Cart is created in Shopify Instant
  • Shopify
    Cart is abandoned in Shopify
  • Shopify
    Cart is updated in Shopify Instant
  • Shopify
    Order is paid in Shopify Instant
  • Shopify
    Order is created in Shopify Instant
  • Shopify
    Order is updated in Shopify Instant
  • Shopify
    Order is cancelled in Shopify Instant
  • Shopify
    Customer is created in Shopify Instant
  • Shopify
    Customer is updated in Shopify Instant
  • Shopify
    Customer is deleted in Shopify Instant
  • Shopify
    Product is created in Shopify Instant
  • Shopify
    Product is updated in Shopify Instant
  • Shopify
    Product is deleted in Shopify Instant
  • Shopify
    Order is fulfilled in Shopify Instant
  • Shopify
    Draft Order is created in Shopify Instant
  • Shopify
    Fulfillment is created for an order in Shopify
  • Shopify
    Inventory item is updated in Shopify Instant
  • Shopify
    Fulfillment is created in Shopify Instant
  • Shopify
    Draft Order is updated in Shopify Instant
  • Shopify
    Draft Order is deleted in Shopify Instant
  • Shopify
    Fulfillment is updated in Shopify Instant
  • Shopify
    Inventory level is updated in Shopify Instant
  • Shopify
    Customer is disabled in Shopify Instant
  • Shopify
    Customer is enabled in Shopify Instant
  • Shopify
    Order is partially fulfilled in Shopify Instant
  • Shopify
    Checkout is created in Shopify Instant
  • Shopify
    Checkout is updated in Shopify Instant
  • Shopify
    Checkout is deleted in Shopify Instant
  • Shopify
    Page is created in Shopify
  • Shopify
    Article for a blog is created (Blog Entry) in Shopify
  • Shopify
    Order Transaction is created in Shopify Instant
  • Shopify
    Refund is created in Shopify Instant
  • Shopify
    Payout is created in Shopify
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2.

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Most popular automationsmost-popular-automations
Workbooks CRM + Shopify Integration

Create Shopify customer for new Workbooks CRM contact

Creating a new Shopify customer for every new Workbooks CRM contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Workbooks CRM - Shopify integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Shopify and Workbooks CRM systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Shopify + Workbooks CRM Integration

Create Workbooks CRM contact from new Shopify customer

If you're an ecommerce business owner who uses Shopify to power your online store, you'll be happy to know that when a new contact is created in Workbooks CRM, this automation will automatically create a customer in Shopify.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Shopify + Workbooks CRM Integration

Create Workbooks CRM contact from new Shopify order

As an online store owner, you're likely using Shopify to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Shopify with Workbooks CRM? This integration will allow you to automatically create a contact for each new order in Workbooks CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Shopify + Workbooks CRM Integration

Create Workbooks CRM task for new Shopify article

Workbooks CRM and Shopify are both incredibly powerful tools on their own, but when you put them together, they're a force to be reckoned with.

When you create a article in Shopify, this integration will automatically create a task in Workbooks CRM so you can keep track of what you need to do.

This can help ensure that your article are properly prioritized and that you don't forget any important steps.
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Automations

Top 10 Most Popular Workbooks CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Workbooks CRM logo
Google Sheets logo
Create Google Sheets row for new Workbooks CRM contact
Google Sheets logo
Workbooks CRM logo
Create Workbooks CRM contact for new Google Sheets row
Workbooks CRM logo
HubSpot logo
Create HubSpot contact for new Workbooks CRM contact
Workbooks CRM logo
HubSpot logo
Create HubSpot deal from new Workbooks CRM contact
Workbooks CRM logo
HubSpot logo
Create HubSpot task for new Workbooks CRM contact
Workbooks CRM logo
Google Sheets logo
Create Google Sheets row for new Workbooks CRM contact
Google Sheets logo
Workbooks CRM logo
Create Workbooks CRM contact for new Google Sheets row
Workbooks CRM logo
HubSpot logo
Create HubSpot contact for new Workbooks CRM contact
Workbooks CRM logo
HubSpot logo
Create HubSpot deal from new Workbooks CRM contact
Workbooks CRM logo
HubSpot logo
Create HubSpot task for new Workbooks CRM contact
Workbooks CRM logo
HeyReach(In Review) logo
Create HeyReach(In Review) contact for new Workbooks CRM contact
Refiner logo
Workbooks CRM logo
Create Workbooks CRM contact for new Refiner form submission
Refiner logo
Workbooks CRM logo
Create Workbooks CRM task for new Refiner form submission
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM task
Workbooks CRM logo
HeyReach(In Review) logo
Create HeyReach(In Review) contact for new Workbooks CRM contact
Refiner logo
Workbooks CRM logo
Create Workbooks CRM contact for new Refiner form submission
Refiner logo
Workbooks CRM logo
Create Workbooks CRM task for new Refiner form submission
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot(Under review) logo
Create Copilot(Under review) task for new Workbooks CRM task

Top 10 Most Popular Shopify Automations from
Integrately Community

Most popularmost-popular-automations
01
Instamojo logo
Shopify logo
Create Shopify order for new Instamojo payment
02
Shopify logo
Facebook Offline Conversions logo
Send Facebook Offline Conversions event for new Shopify order
03
Shopify logo
Google Sheets logo
Create Google Sheets row for new Shopify order
04
Shopify logo
Notion logo
Create Notion database item for new Shopify order
05
Shopify logo
Bitrix24 logo
Create Bitrix24 contact from new Shopify customer
cloud
Shopify
app integration
06
Shopify logo
Teachable logo
Create Teachable contact for new Shopify order
07
Autopilot logo
Shopify logo
Create Shopify customer for new Autopilot contact
08
Shopify logo
Slack logo
Send Slack message for new Shopify order
09
Shopify logo
Trello logo
Create Trello card for new Shopify order
10
Shopify logo
Trello logo
Create Trello card for new Shopify order
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1
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2
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Workbooks CRM or Shopify With 1400+ Other Apps

Workbooks CRM
Workbooks CRM
Workbooks CRM is a cloud-based platform for midsize businesses, offering sales, marketing, and customer service tools with real-time insights and customizable workflows to boost efficiency and growth.
Shopify
Shopify
With a powerful shopping cart system, unlimited designs and themes, and the ability to process credit card payments through Shopify's secure payment gateway, you can start selling products in minutes!