How to Automatically Create Projectworks Clients for New Shopify Customers

Streamlining customer data between sales platforms and project management tools is crucial for efficient business operations. By integrating Shopify with Projectworks using Make, every new customer added to your Shopify store is automatically mirrored as a client in Projectworks, eliminating manual data entry and reducing errors.

Why Automate Shopify to Projectworks Client Creation?

• Seamless Data Sync: Ensure customer records stay current across systems.
• Save Time: Automate repetitive tasks and let your team focus on value-added activities.
• Reduce Errors: Lower the risk of manual mistakes and duplicate entries.

How the Integration Works

Make (formerly Integromat) monitors your Shopify store for new customers. When a new customer signs up or makes a purchase, Make automatically creates an identical client profile in Projectworks. This setup maintains consistent client data across both platforms.

Setting Up the Automation

1. Connect your Shopify and Projectworks accounts to Make.
2. Create a scenario that triggers on new Shopify customers.
3. Add an action to replicate customer data in Projectworks as a client.
4. Test and activate the automation for real-time synchronization.

Unlock Greater Productivity

This integration allows e-commerce businesses to focus on delivering exceptional services instead of performing manual updates. Automate your workflow today and enjoy hassle-free client management between Shopify and Projectworks.