Customer Fields and Salesflare
How to connect Customer Fields
- Via Zapier — 10 operations available. Set it up ↗
What you can automate
- When customer Added to Segment in Customer Fields, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Form Submission in Customer Fields, find or create contact in Salesflare.
- When new Customer in Customer Fields, find or create account, then find or create contact, then add contact to account in Salesflare.
- When updated Customer in Customer Fields, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Account in Salesflare, send Account Invite in Customer Fields.
About Customer Fields
Customer Fields provides a way to collect and store custom data for Shopify customers
Customer Fields operations on Zapier
Triggers (5)
Start a workflow when this happens
- Customer Added to Segment — Triggers when a customer has been added to a new segment.
- Customer Event Occurred — Triggers when a customer event happens.
- New Customer — Triggers when a new customer is created.
- New Form Submission — Triggers when a customer submits a form.
- Updated Customer — Triggers when a customer is updated.
Actions (4)
Things Salesflare can make it do
- Create Customer — Create a new customer.
- Find or Create Customer — Find a customer in Customer Fields
- Send Account Invite — Send an email to a customer to activate their account
- Update Customer — Update a customer by ID.
Searches (1)
Look up existing records
- Find a Customer — Find a customer by a field
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