Shopify

Shopify Salesforce Integration

Shopify Salesforce Integration for Sales and Service Teams

Your sales and service teams live in Salesforce, but what customers actually buy sits in Shopify. We connect the two so reps can see order history, with clear rules for how customers get matched and who owns each field.

  • Customer matching rules set first
  • Connector or custom, chosen on your needs
  • Failed records flagged, not lost
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Tell Us About Your Project

Where CRM Connections Get Messy

Duplicate Contacts Everywhere

One buyer using two emails can become two people, and a guest checkout can add a third. We agree on matching rules and test them against your real data before the first sync.

Accounts That Do Not Fit Consumers

Salesforce is built around accounts and contacts, while a D2C shopper is simply one person. How you model that decides how every report looks, so we settle it first.

Too Much Data, Too Often

Pushing every line item into the CRM can hit API limits and bury reps in noise. We send what your teams will use, and leave the rest in Shopify.

What the Integration Covers

  • Connector, iPaaS or custom API review
  • Customer matching and duplicate rules
  • Field ownership between the two systems
  • Order history in Salesforce
  • Shopify B2B companies mapped to Salesforce accounts
  • Marketing consent handling
  • Retries and failed record alerts
  • Test run with your Salesforce admin
Discuss Your Project

How We Connect Them

  1. Ask the Users

    We find out what reps and service agents need on screen, so we move only useful data.

  2. Set the Rules

    With your admin, we agree on matching, field owners and sync direction.

  3. Build in Sandbox

    We connect a staging store to a Salesforce sandbox and test with real scenarios.

  4. Backfill and Launch

    We load past customers in batches, check for duplicates and turn on live sync.

What Merchants Say About Our Shopify Apps

Real reviews from the Shopify App Store. They cover our apps.

  • Five-star review from The Back Nine: Great to work with, highly recommend. Helped us enormously in saving time quoting our retail customer base. Very simple to use and integrates really well with our Shopify store. Will be adding the customizer feature in the coming months. Great app and service - 6 Stars
    Review of Add to Quote
  • Five-star review from SLAT-CO: This app is great! We found it saves so much time with the click to draft order feature. It saves double handling and having to manually enter items in as a draft order. The CRM and quote win/loss data is great at tracking sales efficiency also. Highly recommend!
    Review of Add to Quote
  • Five-star review from WojskowySklep: Converting an approved quote into a draft order is a huge time saver. It removes a lot of unnecessary manual work from the process.
    Review of Simple Request a Quote

Frequently Asked Questions