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Automating tasks in your Shopify Integration

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With automated tasks, your agents can stay busy handling calls without having to go back and forth updating two systems with redundant information.

Once you have activated your Shopify integration, you can start adding your automations.

To keep your agents' busy work to a minimum, you can create the following automated tasks (and more):

  • When an outbound call is started in Talkdesk, create a customer in Shopify.
  • When an outbound call ends in Talkdesk, update the customer in Shopify.
  • When an inbound call is started in Talkdesk, create a customer in Shopify.
  • When an inbound call ends in Talkdesk, update the customer in Shopify.

These automated tasks will help to streamline customer interactions and enhance the quality of service your team provides to customers.

To configure an automated task for the Talkdesk Shopify integration, please follow these steps:

  • Log in to your Talkdesk account as an Administrator.
  • Click the 'Admin' tab [1].
  • Click on 'Integrations' [2] and click the Shopify 'Settings' button.
  • Click on 'Add your first automated task for Shopify' [3]. Or, 'Add New Automated Task' if this is not the first automated task'.
  • Customize the automated task according to your needs.
  • Click 'Save'.

 Shopify_task_1-3.png

Example:

Let’s walk through an example of creating a new customer in Shopify when an outbound call is started in Talkdesk.

Select the event "When an outbound call starts" in Talkdesk [4], then "create customer" in Shopify [5].

Shopify_task_4-5.png

You need to customize the contact details to be sent to Shopify by dragging the relevant fields into the text boxes, such as:

Shopify_task_6-9.png

First Name: 

{contact_phone_number}}

Drag the "Caller’s number" trigger field [6]

 

Last Name:

{contact_phone_number}}

Drag the "Caller’s number" trigger field [6]

 

Email: 

{{contact.email}}

Drag the "Contact email" trigger field [7]

 

Once you complete this configuration, click 'Save' [8] to activate the automated task. 

Talkdesk will then automatically create a new customer in Shopify each time an outbound call to a new contact is started.

You can disable and re-enable this automated task at any time by switching the toggle to 'OFF' / 'ON' [9].

If you have any questions or would like any assistance, do not hesitate to contact us at support@talkdesk.com.



 

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