When a CRM account is connected with the Shopify storefront, customer records from Shopify are brought into the account as Contacts. A one-directional sync is maintained from Shopify to the CRM.
When the integration is successfully set, the following fields are automatically added as custom fields and the values will be brought in from Shopify:
Lifetime value
Customer tax exempt
E-commerce shop name
Total order count
Additionally, the External ID field is renamed as Shopify Customer ID and the value is updated from the Shopify store. Subscription status and type for marketing emails and WA/SMS subscription status will be updated for records based on marketing consent and SMS marketing consent attributes from Shopify, respectively. If a contact is newly created from Shopify, the source field value is updated as Shopify.
If your Shopify store has a checkbox for “text me offers”, a customer can opt-in to receive communication via SMS. This is tracked on the CRM and the SMS subscription field on the CRM is updated as yes. Similarly, if the email subscription status is updated on the Shopify side, the same will be updated on the CRM field.
If a phone number is available for a customer, the SMS & WhatsApp subscription is marked as subscribed by default . As a best practice, please add a “STOP” footer on promotional campaigns for these channels so customers can unsubscribe from the messages.
Lifecycle status of a contact
When a CRM account is connected to a Shopify store, a new lifecycle stage called “Customer” will be created. A contact will have any one of the following statuses:
1. Invited (Shopify invites the customer when a customer email address/phone number is created in the system)
2. Enabled - The customer has enabled their account
3. Paying - The customer has made their first order
4. Disabled - The customer does not have an active account/account is disabled
5. Declined - Lost, the customer has declined the invitation
Default field sync from Shopify to the CRM
In addition to the above-mentioned e-commerce fields, customer data will be synced for the following default fields if the contact has a value in Shopify:
1. First name
2. Last name
3. Email
4. Mobile
5. Address
6. City
7. Country
8. Zip code
9. Created at
10. Updated at
