ZohoCrm Automate

Target Audience

• E-commerce Businesses: Owners and managers of online stores, particularly those using Shopify.
• Marketing Teams: Professionals looking to automate customer engagement and follow-ups.
• Sales Teams: Individuals who need to manage customer relationships through CRM tools like Zoho.
• Operations Managers: Those responsible for streamlining order processing and invoicing.
• Customer Support Teams: Staff who handle post-purchase customer interactions and feedback.

Problem Solved

This workflow addresses the challenges of managing customer interactions and order processing efficiently. It automates:

• Data Entry: Reduces manual input by automatically updating customer information in Zoho CRM.
• Customer Engagement: Sends personalized emails to customers based on their order value, enhancing customer experience.
• Order Tracking: Integrates with Trello for visual order management and tracking.
• Invoicing: Automatically creates invoices in Harvest, ensuring timely billing and record-keeping.

Workflow Steps

1. Order Trigger: The process begins when a new order is created in Shopify.
2. Data Extraction: Customer details such as name, email, phone, and address are extracted from the order data.
3. Set Fields: The extracted data is organized into specific fields for further processing.
4. Conditional Logic: An IF node checks if the order value exceeds $50.
   • If true, a 15% coupon code is emailed to the customer.
   • If false, a simple thank-you email is sent instead.
5. CRM Update: Customer information is upserted into Zoho CRM, ensuring the database is up-to-date.
6. Project Management: A card is created in Trello to track the order visually.
7. Invoicing: An invoice is generated in Harvest, including details like currency and payment terms.