01 . Process Shopify new orders with Zoho CRM and Harvest
This workflow activates when a new Shopify order is created. The order details are stored in Zoho CRM, an invoice is generated in Harvest and saved in Trello. If the order exceeds $50, the customer receives a discount coupon and is added to a MailChimp campaign for high-value customers; otherwise, they receive a simple thank-you email.
02 . Benefits of This Automation
This automation streamlines order processing, ensuring efficiency and accuracy. It eliminates manual data entry by syncing Shopify orders with Zoho CRM and Harvest, reducing errors and saving time. High-value customers receive targeted marketing through MailChimp, enhancing engagement and boosting sales. Automated invoicing and email responses improve customer experience, making the entire process seamless and efficient.
