If you have a Shopify store, you may be wondering if you can view customer orders in your account, manage payment processing, trigger automation for follow-up actions, and more. The Shopify integration allows you to do just that. The process involves two main steps:
Creating a Custom App #
Before setting up the integration, you need to create a custom app in your Shopify store.
Selecting “Apps” in Shopify Dashboard #
Log in to your Shopify store and click on “Settings” in your dashboard.
Develop Apps #
Click on “Develop apps” at the top of the Apps screen.
Enable custom app development if necessary, then click Create an app.
Name the app, select your email under App Developer, and click Create app.
Next, configure the Admin API integration:
- Enable read_orders under Orders
- Enable read_products under Products
- Click Save (top right)
Then, click Install app and confirm the installation.
Once installed, go to API credentials, reveal the Admin API access token, and copy it using the clipboard icon.
Connecting Shopify to your CRM System #
Once you have done so, go to the Settings > Integration area of your CRM and click on the “Connect” button to integrate your Shopify store.
Setting up the Store #
Paste the “Admin API access token,” enter the “Name of your Shopify store,” and click “Next.”
Import Elements #
Toggle the switches on the features you want to import to the “ON” position.
Sync Settings #
Choose between syncing orders, contacts, products, or collections to the platform, and select the triggers that can be used for automation.
Click Save to finalize the integration.
Now that you have connected your store, you can use Shopify workflow triggers to send emails, SMS messages, and more. To learn more about other tools you can connect, visit the other articles in this section.
Frequently Asked Questions #
What are the main steps to integrate Shopify? #
There are two main steps: first create a custom app in your Shopify store, then connect that app to your account using its Admin API access token.
Which API permissions does the custom app need? #
Enable read_orders under Orders and read_products under Products, then save the configuration before installing the app.
Where do I find the Admin API access token? #
After installing the custom app, go to API credentials in Shopify, reveal the Admin API access token, and copy it with the clipboard icon.
What information do I enter when connecting Shopify to the CRM? #
In Settings > Integration, click Connect, then paste the Admin API access token and enter the name of your Shopify store before continuing.
What data can I sync from Shopify? #
You can choose to sync orders, contacts, products, or collections into the platform, and select which triggers are available for automation.
What can I do after connecting my Shopify store? #
You can use Shopify workflow triggers to send emails, SMS messages, and more, and manage orders and payment activity directly within the platform.
