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Sync New Shopify Customers to Odoo Contacts

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Sync new Shopify customers to Odoo contacts automatically, ensuring seamless integration and up-to-date customer information. This workflow filters and creates contacts in Odoo based on new customer data from Shopify, eliminating manual entry and reducing errors.

Workflow Overview

Sync new Shopify customers to Odoo contacts automatically, ensuring seamless integration and up-to-date customer information. This workflow filters and creates contacts in Odoo based on new customer data from Shopify, eliminating manual entry and reducing errors.

  • E-commerce Managers: Those managing Shopify stores looking to streamline customer data management.
  • Sales Teams: Teams using Odoo for customer relationship management who need updated customer information from Shopify.
  • Developers: Technical users who can modify workflows for specific business needs.
  • Business Owners: Owners wanting to automate the integration between their online store and CRM system for better efficiency.

This workflow automates the synchronization of new Shopify customers to Odoo contacts, eliminating manual data entry and reducing the risk of errors. It ensures that customer information is up-to-date in the CRM, enhancing sales and customer service efforts.

  • Step 1: The Shopify Trigger activates when a new customer is created in Shopify.
  • Step 2: The workflow searches for an existing contact in Odoo using the customer's email address.
  • Step 3: A Code node checks if the contact already exists in Odoo. It logs the contact details and determines if the contact is new or existing.
  • Step 4: The Filter node processes the contact information based on the existence check. If the contact does not exist, it proceeds to create a new contact.
  • Step 5: The Create Contact node adds the new customer to Odoo with all relevant details such as name, email, address, and phone number.

Statistics

5
Nodes
0
Downloads
22
Views
3217
File Size

Quick Info

Categories
Complex Workflow
Manual Triggered
+1
Complexity
complex

Tags

manual
logic
conditional
complex
filter
shopifytrigger
odoo

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