01 — The problem
Store data stuck in the store.
Support can’t see orders without a Shopify login, sales doesn’t know which accounts reorder, and marketing exports CSVs each week.
Shopify sends webhooks for orders, refunds and customers, but they can arrive out of order or more than once. The sync has to be idempotent and tolerate edits after fulfilment.
02 — What we build
What the engagement delivers.
Customer sync
Shopify customers matched to CRM contacts by email, with tags, marketing consent and lifetime value.
Orders and line items
Orders as deals or custom objects with line items, discounts, fulfilment and refund status.
B2B accounts
Shopify B2B companies, locations and price lists mapped to CRM accounts.
Abandoned checkouts
Checkouts above a value threshold create tasks or sequences for follow-up.
Back to Shopify
CRM segments written back as customer tags or metafields for store personalisation.
03 — Configuration vs custom
What is set up, and what is written.
Configuration
- Native connector where it covers the need
- Shopify Flow automations
- Tags and metafields
- CRM fields and pipelines
Custom development
- Idempotent webhook processing
- B2B account mapping
- Historical order backfill
- Segment write-back
04 — Typical effort
What it usually takes.
Ranges from comparable projects. You get a fixed-scope quote after a 30-minute call.
05 — What you own
Yours at handover.
- Shopify custom app and tokens
- Sync service code
- Field mapping
- Backfill report
FAQ
Questions about Shopify CRM integration.
Should orders be deals in the CRM?
For B2B and high-value orders, yes. For high-volume retail, a custom orders object or summary fields on the contact avoids cluttering the pipeline.
Can past orders be imported?
Yes. We backfill history through the Admin API in batches before switching on webhooks.
What about several Shopify stores?
Each store connects separately; a store field on every record keeps reporting clean.
Will this slow the store?
No. The sync runs outside Shopify, triggered by webhooks.
Next step
Start with a 30-minute call.
Tell us what you run today and where it breaks. You get a fixed-scope quote afterwards. We don’t publish rates, because the honest price depends on scope.
Enquire
Talk to us about Shopify to CRM integration.
We have started the message for you. Add what you run today and we will reply within one business day.