ZohoCrm Automate

For ZohoCrm, automate customer management by integrating with Trello, Gmail, and Mailchimp. This workflow triggers on new Shopify orders, updates contact details, creates invoices, and sends personalized emails, including a coupon for orders over $50. Enhance customer engagement and streamline operations efficiently.

7/8/2025
9 nodes
Medium
manualmediumzohocrmtrellogmailmailchimpshopifytriggerharvestlogicconditional
Categories:
CRM & SalesProject ManagementCommunication & MessagingMarketing & Advertising AutomationE-commerce & RetailBusiness Process AutomationManual TriggeredMedium Workflow
Integrations:
ZohoCrmTrelloGmailMailchimpShopifyTriggerHarvest

Target Audience

Target Audience


- E-commerce Businesses: Owners and managers of online stores, particularly those using Shopify.
- Marketing Teams: Professionals looking to automate customer engagement and follow-ups.
- Sales Teams: Individuals who need to manage customer relationships through CRM tools like Zoho.
- Operations Managers: Those responsible for streamlining order processing and invoicing.
- Customer Support Teams: Staff who handle post-purchase customer interactions and feedback.

Problem Solved

Problem Solved


This workflow addresses the challenges of managing customer interactions and order processing efficiently. It automates:
- Data Entry: Reduces manual input by automatically updating customer information in Zoho CRM.
- Customer Engagement: Sends personalized emails to customers based on their order value, enhancing customer experience.
- Order Tracking: Integrates with Trello for visual order management and tracking.
- Invoicing: Automatically creates invoices in Harvest, ensuring timely billing and record-keeping.

Workflow Steps

Workflow Steps


1. Order Trigger: The process begins when a new order is created in Shopify.
2. Data Extraction: Customer details such as name, email, phone, and address are extracted from the order data.
3. Set Fields: The extracted data is organized into specific fields for further processing.
4. Conditional Logic: An IF node checks if the order value exceeds $50.
- If true, a 15% coupon code is emailed to the customer.
- If false, a simple thank-you email is sent instead.
5. CRM Update: Customer information is upserted into Zoho CRM, ensuring the database is up-to-date.
6. Project Management: A card is created in Trello to track the order visually.
7. Invoicing: An invoice is generated in Harvest, including details like currency and payment terms.

Customization Guide

Customization Guide


- Adjust Email Content: Modify the messages in the Gmail nodes to better match your brand's tone.
- Change Conditions: Alter the threshold for sending coupon codes by adjusting the value in the IF node.
- Add More Integrations: Incorporate additional services or modify existing nodes to suit your business needs, such as adding SMS notifications.
- Tailor Data Fields: Customize the fields in the Set fields node to capture any additional customer information relevant to your operations.
- Modify Trello Integration: Change the list ID in the Trello node to direct orders to different boards or lists based on your workflow.