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Sync new e-commerce customers as contacts in a CRM

What does this automation do?

This automation can be run at specific intervals to retrieve new customer information from an e-commerce platform and automatically create contact records in a CRM system.

E-commerce platform
CRM

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How does the implementation work?

Here is our 5-step process for turn-key automation:

  1. We assess your needs and verify that the automation does what you expect.
  2. We map out the systems you currently have in place, and identify any additional needs.
  3. We send you a proposal for implementation.
  4. We implement the automation.
  5. We provide documentation and training for the automation.
What processes this automates

Syncing customer data across platforms

Ensures all customer information is up-to-date and consistent across different systems, improving sales and marketing alignment.

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Automating lead generation

Saves time and reduces errors by automatically creating contact records, enabling the sales team to follow up promptly.

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Streamlining customer onboarding

Makes the onboarding process smoother and more efficient by immediately adding new customers to the CRM.

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Maintaining a unified customer database

Prevents duplicates and ensures data accuracy by keeping customer data in sync between the e-commerce platform and CRM.

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Enhancing customer relationship management

Improves relationship management by having all customer data in the CRM, enabling better tracking of interactions and personalized communications.

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