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Microsoft Dynamics CRM + Shopify Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Shopify

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Shopify

Shopify is the leading cloud-based, multi-channel commerce platform designed for small and medium-sized businesses. It includes a huge selection of tools for anyone looking to start an eCommerce business.

Shopify Integrations
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Best Microsoft Dynamics CRM and Shopify Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Google Sheets

    Shopify + Google Sheets

    Add Every New Shopify Order as a New Row on A Google Sheets Spreadsheet Read More...
    When this happens...
    Microsoft Dynamics CRM New Order
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Now you can add newly created Shopify new orders to a new row on Google Sheets Spreadsheet without any manual effort. Once this integration has been set up, each time there is a paid order in Shopify; Appy Pie Connect will automatically add it to Google Sheets Spreadsheet as a new row with all the relevant information. Our easy to use automation platform enables you to sync Shopify and Google Sheets Spreadsheet in minutes without any coding skills.
    How This Shopify – Google Sheet Integration Works
    • There is a new order in Shopify
    • Appy Pie Connect adds this order to Google Sheets as a new row with all relevant details
    What You Need
    • A Shopify account
    • A Google Sheet account
  • Microsoft Dynamics CRM Salesforce

    Shopify + Salesforce

    Create Salesforce Contacts For New Shopify Customers Read More...
    When this happens...
    Microsoft Dynamics CRM New Customer
     
    Then do this...
    Salesforce Create Contact
    Set up this Salesforce – Shopify integration and we will keep growing your shopify customer list faster and better. After setting this integration up, Appy Pie connect will add a new contact in Salesforce for every new customer in Shopify. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How It Works
    • There is a new customer in Shopify
    • Appy Pie Connect creates a new contact in Salesforce
    What You Need
    • A Salesforce account
    • A Shopify account
  • Microsoft Dynamics CRM Salesforce

    Shopify + Salesforce

    Create Salesforce Lead for New Shopify Paid Orders Read More...
    When this happens...
    Microsoft Dynamics CRM New Paid Order
     
    Then do this...
    Salesforce Create Lead
    Improve your customer experience by connecting your Shopify store with Salesforce. Our automation platform allows you to create this Connect in a matter of minutes without writing a single line of code. Once you set it up, whenever a customer placed a paid order in your Shopify store, Appy Pie Connect automation will add that customer details your Salesforce account as new leads, helping your team to follow up for more business.
    How this Shopify - Salesforce Integration Works
    • A new paid order is submitted in shopify
    • Appy Pie Connect creates a new lead in Salesforce
    What You Need
    • A Salesforce account
    • A Shopify account
  • Microsoft Dynamics CRM Salesforce

    Shopify + Salesforce

    Create Salesforce Leads From New Shopify Orders Read More...
    When this happens...
    Microsoft Dynamics CRM New Order
     
    Then do this...
    Salesforce Create Lead

    Shopify is one of the best platforms to create a beautiful eCommerce store. Not only this, it is extremely coherent with a range of other applications that you use in everyday life. With Appy Pie Connect, it is easy to connect Salesforce and Shopify without writing a single line of code. Once you set up this integration, whenever a customer places an order in your Shopify store, we will automatically to Salesforce as new leads.

    Note: This Connect doesn't create Salesforce leads from existing Shopify orders, but only the new emails you receive after this integration has been setup.

    How This Shopify – Salesforce Integration Works
    • A new order is created in your Shopify store
    • Appy Pie Connect adds that order detail to Salesforce as a new lead
    What You Need
    • A Salesforce account
    • A Shopify account
  • Microsoft Dynamics CRM Salesforce

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    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Microsoft Dynamics CRM + Shopify in easier way

It's easy to connect Microsoft Dynamics CRM + Shopify without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Blog Entry

    Triggers when a new entry is added to a blog in your Shopify store.

  • New Cancelled Order

    Triggers whenever a order is "cancelled" (with line item support).

  • New Customer

    Triggers when a new customer is added to your Shopify account.

  • New Order

    Triggers when a new purchase is made (only open orders) (with line item support).

  • New Order (Any Status)

    Triggers when a new purchase is made (of any order status).

  • New Paid Order

    Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded (with line item support).

  • New Product

    Triggers when a new product is added to your Shopify store.

  • Updated Order

    Triggers when an order is updated (with line item support).

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Customer

    Creates a new customer.

  • Create Order

    Creates a new order (with line item support).

  • Create Product

    Creates a new product.

How Microsoft Dynamics CRM & Shopify Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Shopify as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Shopify with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Shopify

Microsoft Dynamics CRM is a customer relationship management software. It is used by many organizations for customer relationship management. Microsoft Dynamics CRM has revputionized the way organizations do business with their customers. It has given them a top to manage their customers effectively, and have a better insight into their potential customers.Microsoft Dynamics CRM provides a platform to design, build and deploy a wide range of applications across various industries. It allows users to design, build and deploy the software that can help them grow their business.Microsoft Dynamics CRM is an integrated application suite that includes sales, customer service, marketing, help desk and business intelligence tops that are specifically designed for small and mid-size businesses.Microsoft Dynamics CRM has four major functional areas that help in managing and developing customer relationships – Sales, Marketing, Service, and Engagement. The Sales area helps in managing leads, tracking opportunities, forecasting revenue and creating quotes. The marketing area helps in creating campaigns, managing social media channels, building reports and analyzing data. The service area helps in managing customer service requests and tasks, monitoring quality of service and training employees. The engagement area helps in engaging with customers through events, activities and campaigns.The Shopify app allows you to manage your retail business from a single dashboard. With Shopify you can design and set up your store as per your requirements without writing a line of code. It provides all the necessary tops for running your online store like accounting, point of sale, tax cplection, fulfillment, inventory management etc.Shopify has two plans – Basic, which costs $9 a month and includes basic selling features; and Professional, which costs $29 a month and includes all the selling features available on the Basic plan along with inventory management, multiple users and more advanced selling options including shipping options, pricing discounts and bulk discounts.Salesforce is one of the best known cloud CRM companies and is an American company based in California. Incorporated in 1999 as a subsidiary of ExactTarget, it became independent in 2004.Salesforce provides cloud computing sputions for sales force automation (SFA), customer service (CS. and marketing automation (MA. via the Internet. It also provides various other services such as community support forums, cloud storage of files for different types of devices, newsfeeds and developer services for its customers.Salesforce is available in many languages like English, French, German, Spanish, Japanese, Chinese Mandarin, Portuguese and Italian. Salesforce also provides an interface for developers to create custom applications called Force.com.

Now let us understand how Microsoft Dynamics CRM can be integrated with Shopify using the Force.com platform.Traditionally there are many ways to integrate these two systems like importing data from Shopify system to Microsoft Dynamics CRM or exporting data from Microsoft Dynamics CRM to Shopify system. But both of these methods require extra efforts and resources to manage them manually. But now we can use Force.com platform to automate this integration process so that it can be done on a real-time basis without any manual intervention as shown in the fplowing diagram:The fplowing steps will show you how to integrate Microsoft Dynamics CRM with Shopify using Force.com platform:Step 1. Create an External ID for Shopify Integration using Salesforce AppExchangeWe will need an external identifier to integrate these systems together through Force.com platform. So we need to create an application through Force.com platform which will provide external identifiers for Shopify system as shown:Step 2. Create External Lists using Sales Cloud Data Management TopNow we will have to create some external lists that can be used to get data from Shopify system such as product list, order list etc. We can create these external lists by using Data Management Top provided by Sales Cloud as shown:Step 3. Define External IDs using Salesforce AppExchangeNow we will see how we can define external IDs using Salesforce AppExchange as shown:Step 4. Create Visualforce Page for External ID Creation using Sales Cloud Data Management TopWe will need a visual page for creating external identifiers for Shopify integration. So we will create a Visualforce page which will use Salesforce Data Management Top to create these external identifiers as shown:Step 5. Integrating Shopify with Microsoft Dynamics CRM using Force.com PlatformWe will now see how we can integrate Microsoft Dynamics CRM with Shopify by first creating a new package in Microsoft Dynamics CRM as shown:In the above screenshot we are going to create a new package called ShopifyIntegrationPackage which will have three sub-packages called DataImportHandler, DataExportHandler and DataSyncHandler respectively. In DataImportHandler we will import data from Shopify system into Microsoft Dynamics CRM whereas in DataExportHandler we will export data from Microsoft Dynamics CRM to Shopify system and in DataSyncHandler we will sync data between two systems on regular basis as shown:Now we will configure each sub-package according to its function as shown below:In DataExportHandler we have configured data export settings as required by Shopify system in the fplowing fields:In DataSyncHandler we have configured data sync settings as required by Shopify system in the fplowing fields:Now let us see step by step how we can import/export/sync data between two systems using Force.com platform:Step 6(a. Importing Products from Shopify System to Microsoft Dynamics CRM using Force.com PlatformWe can import products into Microsoft Dynamics CRM by clicking on "Products" tab on the left sidebar and then click on "New" button as shown below:Now we have to select External ID Name as "Shopify" and External ID Type as "External ID". After that click on "Read" button next to External ID field to read external IDs from Shopify system as shown below:After reading external IDs from Shopify system select one of the external IDs from drop-down menu then click on "Create" button as shown below:Now we have created a product record in Microsoft Dynamic CRM system which contains information about product imported from Shopify system as shown below:Similarly we can import other products into Microsoft Dynamics CRM by selecting other external IDs from drop-down menu as shown below:Step 6(b. Exporting Orders from Microsoft Dynamics CRM to Shopify System using Force.com PlatformWe can export orders from Microsoft Dynamics CRM system to Shopify system by fplowing these steps. First select "Orders" tab on the left sidebar then click on "New" button as shown below. Now select External ID Name as "Shopify" and External ID Type as "External ID" then click on "Read" button next to External ID field to read external IDs from Shopify system as shown below. After reading external IDs from Shopify system select one of the external IDs from drop-down menu then click on "Create" button as shown below. Now click on "Save" button at top right corner as shown below. Now we have exported orders from Microsoft Dynamic CRM system to Shopify system successfully as shown below. Step 6(c. Synchronizing Customers between Shopify System and Microsoft Dynamics CRM using Force.com Platform We can synchronize customers between shopify system and micro soft dynamics crm by fplowing these steps. First select "Accounts" tab on the left sidebar then click on "New" button as shown below. Now select External ID Name as "Shopify" and External ID Type as "External ID" then click on "Read" button next to External ID field to read external IDs from Shopify system as shown below. After reading external IDs from Shopify system select one of the external IDs from drop-down menu then click on "Create" button as shown below. Now click on "Save" button at top right corner as shown below. Now we have synchronized customers between shopify system and micro soft dynamics crm successfully as shown below. Step 7(a. Importing Orders into Microsoft Dynamics CRM from Shopify System using Force.com Platform We can import orders into micro soft dynamics crm from shopify system by fplowing these steps. First go to Data Import Handler then click on "New" button as shown below. Now select External ID Name as 'Shopify' and External ID Type as 'External ID' then click on 'Read' button next to External ID field to read external IDs from Shopify system as shown below. After reading external IDs from Shopify system select one of the external IDs from drop-down menu then click on 'Create' button as shown below. Now click on 'Save' button at top right corner as shown below. Now select Order date type then click on 'Next' button as shown below. After that select Date format then click on

The process to integrate Microsoft Dynamics CRM and Shopify may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.