Connecting your CRM account with your Shopify storefront can significantly enhance your customer data management. With this integration, customer records from Shopify can be brought into your CRM as Contacts. The integration ensures the two systems have a one-directional sync from Shopify to CRM. However, custom fields cannot be passed with data from Shopify upon integration.

The Shopify and your CRM account sync happen in real time. When a user sets up the integration between their Shopify store and their Freshmarketer or Freshsales Suite account, customer data and order events are automatically synced and updated in real time. The integration also fetches historical contacts and order events from Shopify for easy access and analysis.

In this article, we will explore the automatic custom fields added to your account through Shopify integration and how the integration works for SMS and WhatsApp subscriptions. Additionally, we will look at a contact's lifecycle status and the default field sync from Shopify to the CRM.

Automatic Custom Fields

Once the integration is successfully set, the following fields are automatically added as custom fields, and the values will be brought in from Shopify:

  1. Lifetime value

  2. Customer tax exempt

  3. E-commerce shop name 

  4. Total order count

The External ID field is also renamed as Shopify Customer ID, and the value is updated from the Shopify store. If a contact is newly created from Shopify, the source field value is updated as Shopify. 

SMS & WhatsApp Subscription

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.  

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. 

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