How to Automatically Add New Shopify Customers to Customerly as Leads

Efficiently capturing new leads is essential for growing your business. By integrating Shopify with Customerly using Make, you can streamline your sales process and ensure every new customer is instantly added as a lead in Customerly - automatically, with no manual effort required.

Why Automate Shopify to Customerly Lead Creation?

• Save time: Eliminate manual data entry and focus on nurturing leads.
• Reduce errors: Automation keeps your lead database accurate and up-to-date.
• Boost sales: React quickly to new orders and engage customers faster.

How the Integration Works

Whenever a new order is placed in your Shopify store, the Make automation platform retrieves customer details from the order and instantly creates a new lead in Customerly. This seamless workflow ensures no potential lead is missed.

Step-by-Step Setup Guide

1. Connect Shopify to Make: Authorize Make to access your Shopify store and select the trigger for new orders.
2. Retrieve Customer Information: Configure Make to extract relevant details like name, email, and purchase data from each new order.
3. Add to Customerly: Link your Customerly account to Make and map the customer data fields to create a new lead.
4. Test and Go Live: Run a test to ensure leads are being correctly added, then activate your automation.

Start Automating Your Lead Generation

With this integration, you’ll never miss a Shopify lead again. Set up the workflow in Make and enjoy effortless, real-time lead management in Customerly - helping you convert more customers and grow your business.