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Sync customer data across Espo CRM & Shopify

Automate the process of keeping customer data updated between Espo CRM, Shopify, and Mailchimp. Ensure accurate marketing targeting and enhanced customer satisfaction by reducing manual data entry errors.

When a Customer Updates Information
Solution
1. Trigger on Customer Update

Initiate when a customer updates their info.

Retrieve Updated Customer Data
Solution
2. Get Updated Data

Fetch the latest customer data from Shopify.

Send Webhook to Zapier
Solution
3. Webhook Transmission

Transmit data changes to Zapier for processing.

Match Customer Data with Espo CRM
Solution
4. Data Matching

Identify and match Shopify data with Espo CRM.

Update Espo CRM Customer Profile
Solution
5. Profile Update

Update customer records in Espo CRM.

Update Mailchimp Subscription Status
Solution
6. Adjust Subscription Status

Change Mailchimp status based on transaction.

Update Contact Preferences
Solution
7. Synchronize Preferences

Align contact preferences across platforms.

- Repeat -

Automation Benefits

Benefits of Implementing this Automation

Gain a competitive edge by ensuring data accuracy and marketing precision.

Improved Customer Satisfaction

Ensure accurate data across all platforms for a seamless customer experience.

Streamlined Data Management

Reduce time spent on manual data updates, allowing more focus on core business tasks.

Increased Marketing ROI

Enhance targeting precision, leading to better campaign results.

Consistent Customer Records

Maintain up-to-date and consistent customer information across platforms.

Reduced Data Entry Errors

Minimize human errors with automated data synchronization.

Efficient Resource Allocation

Free up resources by automating repetitive data management tasks.

Features

Key Features of the Automation

This automation ensures seamless data flow and accuracy across platforms.

  • 1
    Real-Time Data Updates

    Automatically updates customer information as soon as changes occur.

  • 2
    Error Reduction

    Minimizes manual entry errors by automating data synchronization.

  • 3
    Enhanced Marketing Targeting

    Ensures marketing campaigns are based on the most recent customer actions.

Feature

Outcomes

Expected Outcomes

Experience significant improvements in customer data management and marketing effectiveness.

95%
Increase in Data Accuracy
40%
Improved Campaign Effectiveness
70%
Reduction in Manual Efforts

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FAQ

Frequently Asked Questions

Find answers to common questions about this automation.

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Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required