How to Auto Close Opportunities When Shopify Draft Orders Are Paid

In this guide, we will walk you through how opportunities are automatically closed in Salesforce when a Shopify draft order is marked as paid. This helps you easily track whether the customer has completed the payment.

Follow the steps below to enable and use this feature easily:

Step 1: Log in to Salesforce & in App Launcher search "HIC Sync made easy". Click on it.

Step 2: On the Object Setup page, make sure the Draft Order's Opportunity toggle button is enabled.

Step 3: Go to "SME Pro Features".

Step 4: Enable the “Auto Close Opportunity on Shopify Draft Order Payment” feature toggle button.

Step 5: Go to Shopify and create a draft order.

Step 6: Copy the Shopify ID and search it in Salesforce. Then open the Opportunity.

Step 7: Now, the Opportunity stage is set to Prospecting.

Step 8: Return to Shopify and mark the draft order as paid.

Step 9: In Salesforce, just refresh the page. The draft order’s Opportunity stage will automatically change from Prospecting to Closed Won.

This feature automatically updates Opportunities to Closed Won in Salesforce when a Shopify draft order is paid, reducing manual work and errors. It keeps your sales data accurate and in sync in real time.

Thanks!