Automate Shopify Customer Sync to Odoo CRM
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Automatically create new Shopify customers as contacts in your Odoo CRM/ERP. This workflow ensures your customer data stays synchronized, preventing manual data entry and improving data consistency between your e-commerce and business management platforms.
About This Workflow
Streamline your sales operations by automating the synchronization of new customer data from Shopify directly into Odoo. This robust n8n workflow actively monitors your Shopify store for new customer creations. Upon detection, it intelligently checks your Odoo database for existing contacts, ensuring that only truly new customers are added to avoid duplicates. By centralizing customer information in Odoo, your sales and support teams gain immediate access to comprehensive customer profiles, enabling more personalized interactions and efficient follow-ups. Eliminate manual data entry, reduce errors, and keep your customer records accurate and up-to-date across your critical business systems.
Key Features
- Real-time Shopify Customer Creation Monitoring: Automatically triggers when a new customer signs up or places their first order in Shopify.
- Intelligent Duplicate Prevention: Searches Odoo for existing contacts by email before creating a new entry.
- Automated Odoo Contact Creation: Populates Odoo
res.partnerrecords with essential customer details like name, email, address, and phone number directly from Shopify. - Seamless Data Flow: Ensures consistent and up-to-date customer information across your e-commerce and ERP/CRM platforms.
How To Use
- Configure Shopify Trigger:
- Connect your Shopify account using an Access Token.
- Ensure the 'Topic' is set to
customers/create.
- Set Up Odoo Credentials:
- Create or select an existing Odoo API credential. You'll need your Odoo instance URL, database name, username, and API key/password.
- Adjust 'Search Odoo Contact':
- Verify the 'Resource' is
customand 'Custom Resource' isres.partner. - Confirm the 'Filter' searches by
emailmatching={{ $('Shopify Trigger').item.json.email }}.
- Verify the 'Resource' is
- Review 'Code' Node: This node checks for existing contacts. No changes are usually needed here.
- Important: Configure 'Filter' Node for New Customers:
- By default, the provided workflow configuration attempts to create a contact only if it already exists in Odoo. To ensure the workflow creates a contact only if the customer is new to Odoo, modify the 'Filter' node conditions:
- Set
Value 1to={{ $json.existing }}. - Set
OperatortoIs False. This will ensure the workflow proceeds to 'Create Contact' only whenexistingisfalse.
- Set
- By default, the provided workflow configuration attempts to create a contact only if it already exists in Odoo. To ensure the workflow creates a contact only if the customer is new to Odoo, modify the 'Filter' node conditions:
- Customize 'Create Contact':
- Map the Shopify fields to your Odoo
res.partnerfields (e.g.,name,email,street,city,zip,phone). Adjust as needed for your Odoo setup. - Verify 'Custom Resource' is
res.partner.
- Map the Shopify fields to your Odoo
Apps Used
Workflow JSON
{
"id": "8b7ee19f-2bc4-4b12-8ae2-2acd5a00d0ee",
"name": "Automate Shopify Customer Sync to Odoo CRM",
"nodes": 23,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 8b7ee19f-2bc4...
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