Shopify Customer to a New Contact in MS Dynamics

Introduction

This article describes the step-by-step process of creating a new contact in MS Dynamics on creation of a new customer in Shopify.

Use Case

You are using Shopify as your front-end store and MS Dynamics as your CRM system. This example showcases how you can automatically create a new contact on your MS Dynamics CRM system when a new customer is created on your Shopify front-end store

Prerequisites

• The user needs to have a working Shopify Account
• A working MS Dynamics Account
• Working webMethods.io Integration cloud tenant.

Steps to follow

1. Log in to webMethods.io Integration tenant.
2. Create a new project or choose an existing project.
3. Click on the Import icon in the top right corner to import the workflow into your project.

4. Select the archive file “ShopifyCustomer_MSDynamicsContact.zip” shared in the article.

5. Add the account information or MS Dynamics

6. Add the account information or MS Dynamics

7. Add the Shopify account information

8. Click on “Import” to import the workflow into your project

9. The workflow is imported successfully, enabled and ready to use

10. Review the mappings and test the workflow

11. You can log in to your Shopify account create a customer and test the end-to-end flow.

Next steps

Do you want to send a welcome email to a contact newly created in MS Dynamics check this post on the same? Welcome Email to a new Contact on Microsoft Dynamics

Useful links | Relevant resources

To download the related assets, visit the original article at the Software AG Tech Community:

Shopify Customer to a New Contact in MS Dynamics

Originally published at https://tech.forums.softwareag.com on August 1, 2022.