Connect Shopify and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Order Deleted
Order Cancelled
Order Paid
Customer Updated
Product Updated
New Collection
Collection Updated
New Segment
Segment Updated
New Company
Company Updated
New Theme
Theme Updated
New Refund
New Location
Location Updated
Location Deactivated
Watch Product
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Shopify and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created to Shopify account
New Order
Triggers when a new order is created.
New Product
Triggers when a new product is created to Shopify account.
Order Deleted
Triggers when a order is deleted in Shopify account.
Order Cancelled
Triggers when a order is cancelled in Shopify account.
Order Paid
Triggers when a order is paid in Shopify account.
Do thisActions
Action is the task that follows automatically within your Shopify integrations.
Create Customer
Create a new customer
Find a Customer
Find a customer by Name and Email.
Create Order
Create a new order
Find Product Variant by Title
Find product variant by title search
Get all Orders
Get a list of all the order.
Create Product
Create a new product.
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Step by step guides to integrate Shopify and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Shopify and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Shopify triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Shopify data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Shopify and Microsoft Dynamics CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Shopify and Microsoft Dynamics CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Shopify
Shopify is a leading e-commerce platform that allows anyone to set up an online store and sell their products. Merchants can also sell their products in person with Shopify POS.
Learn MoreAbout Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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