With the Shopify integration, users can connect their Shopify storefront with the CRM to bring in customer data and order events from the store. They can set up multi-channel engagement and drive shop orders with conversational marketing and support. Existing users can connect their account with Shopify from the Marketplace in the Admin Settings.


To set up your Shopify integration,

  1. Go to Admin Settings > Marketplace and search for Shopify.



  1. Click Install to view the integration settings page. Here, enter your Shopify store name. 

    For example: If your store name is acme.myshopify.com, please input acme here.


  1. On the Shopify page, review the permissions related to the app and click Install. If you are not logged into the store, you will be redirected to the login page. Once confirmed, you are redirected back to the CRM account.

  1. The integration is now set up and Shopify is successfully integrated with your account.  


With the integration set up, all customers on your Shopify store will be brought into the CRM in the Contacts module. The CRM tracking code will be integrated with all pages across your Shopify store. With historical sync, customer records from Shopify will be synced as contacts on the CRM. The two systems will have a one-directional sync from Shopify to the CRM. 


Note: You can connect only one Shopify store with a CRM account.