Keeping your newsletter subscribers updated from Salesforce to Shopify is critical for effective lead management. HIC Sync Made Easy automates this process, ensuring that every new subscriber in Shopify is instantly captured as a lead in Salesforce.
How ‘HIC Sync Made Easy’ Makes It Easy
‘HIC Sync Made Easy’ performs Salesforce to Shopify integration in a few clicks. Here’s how it works:
Step 1: Open your Salesforce Organization and navigate to the “SME Pro Features” tab. Make sure the package is installed from the AppExchange and the Shopify store is connected to Salesforce.
Step 2: Enable the “Lead Sync (Newsletter Subscribers)” Feature.
Step 3: Go to your Shopify Store and create a new Customer by clicking “Add Customer”.
Step 4: Enter all the required information and click on “Save”.
Step 5: Copy the “Customer Email address” or “Shopify ID” from the respective Customer.
Step 6: Go to your Salesforce Org and search for the copied Shopify ID or Email address in the “Search Box” (Global search).
Step 7: A “New Lead” will be Successfully Created in Salesforce.
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