Automate Shopify Customer Management: How to Create NetHunt Records Instantly

Managing your Shopify customers effectively is crucial for improving sales and customer relations. Thankfully, automation tools like Make now enable direct integration between Shopify and NetHunt CRM, simplifying the task of transferring new customer data.

Why Automate Shopify and NetHunt CRM Integration?

Manual data entry is a time-consuming and error-prone process. Automating the transfer of newly added Shopify customers directly into NetHunt CRM eliminates human error, provides instant data accuracy, and allows your sales and marketing teams to immediately engage with new customers. Streamlining this synchronization saves valuable time and encourages efficient customer management.

How to Automatically Create NetHunt Records from Shopify Using Make

To set up automated record creation from Shopify to NetHunt via Make, follow these steps:

1. Create an Account: Register accounts in Shopify, NetHunt CRM, and Make if not yet established.
2. Link Shopify with Make: Log into your Make dashboard, select Shopify as a trigger application, and authenticate your Shopify store.
3. Select "New Customer" Trigger: Choose the "New Customer" event trigger from Shopify.
4. Connect NetHunt CRM: In the action module, select NetHunt as your CRM application and set "Create Record" as the action.
5. Configure Automation Workflow: Map your Shopify customer data fields appropriately to NetHunt’s fields. Test and activate the integration workflow.

Benefits of Connecting Shopify and NetHunt with Make

• Instant data synchronization without manual entry
• Real-time updates on new customer activities
• Improved accuracy and reduced administrative tasks
• Enhanced customer service and marketing responsiveness

Conclusion

Integrating Shopify and NetHunt CRM through Make streamlines your customer management workflow. This automation ensures your team benefits from accurate, timely data entry and increased productivity, enabling better connections with customers and improved business outcomes.