This n8n workflow automates the order management and customer engagement process for an eCommerce store using Shopify, Zoho CRM, Gmail, Trello, Mailchimp, and Harvest. When a new order is placed, the workflow updates customer data, creates invoices, manages order tracking, and sends personalized follow-up emails and coupons, ensuring a seamless customer experience.
The process begins with a Shopify trigger that activates on new order creation. It then sets customer and order details, which are used in subsequent steps. The workflow updates the customer’s contact information in Zoho CRM, creating or updating the contact record with data such as name, email, phone, and address.
Next, an invoice is generated in Harvest for order tracking and financial management, including details like currency, order number, and processing date. Based on the order value, an ‘IF’ condition checks if the customer’s order exceeds a specific amount (e.g., $50). If so, it sends a discount coupon via Gmail to encourage future purchases and a thank-you email to express gratitude.
Additionally, the workflow creates a Trello card to track the order’s progress, linking directly to the order status page, and tags the customer in a Mailchimp mailing list for targeted marketing campaigns, such as high-value customer promotions.
This workflow is ideal for eCommerce businesses aiming for efficient order management, personalized customer communication, and enhanced marketing outreach, all automated to save time and improve customer satisfaction.
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