Shopify stores designed and launched
Close integration for Shopify
Shopify Close Integration, Set Up Once and Checked Properly
A Shopify Close integration gives your sales reps the buying history. Zapier's FAQ describes a new Shopify order creating a lead or updating a contact in Close, and a custom build matches Shopify customers to Close contacts by email to avoid duplicates. It suits wholesale, B2B and high-ticket stores. We design the match rules and test, from $390.
- New orders create or update Close leads and contacts
- Email matching to avoid duplicates
- High-value order alerts for reps
- Test log and a recorded handover
From$390
Delivery3 to 14 working days
Revisions2 rounds
Our track record
A Decade of Shopify Stores Behind Every Close Connection We Build.
More than 450 launches since 2015 have shown us what breaks and when. That is why Close work here opens with a test plan and finishes with a log you can read.
Average rating from verified clients
Building Shopify stores since
Secure checkout
Pay through a protected checkout and keep a full order record.
Two revision rounds
Included in every package, so the result matches what you pictured.
Backup before changes
We work on a duplicate of your theme, never on your live store.
Who this is for
Who Needs a Careful Shopify Close integration Build
Close is a sales tool, so the store must feed sales, not noise. These are the cases we build for.
You are a good fit if
- Shopify is your store platform
- You can give us limited access to Close
- You want a clear scope and price
- Someone can confirm the test results
Wholesale and B2B stores
Orders become leads or updates on existing accounts.
Teams with duplicate contacts
Customers are matched to contacts by email.
Stores with high-ticket orders
Large orders alert the owner rep.
Teams relying on instant triggers
A blog claims 1 to 5 minute delays on some Zapier plans. We test the real delay.
Stores with product-based pipelines
Updated products and new customers can start different flows.
Teams with noise
Filters keep test and tiny orders out.
Problems solved
What Breaks in a Close Connection, and the Fix for Each
Sales CRMs choke on orders. These are the six faults we fix.
The problem
Duplicate contacts
The outcome
The same buyer can become two contacts, so we match on email.
The problem
Noise
The outcome
Not every order should reach sales, so we filter noise.
The problem
Missed big orders
The outcome
A large order that nobody sees is a lost chance, so we alert on high values.
The problem
Wrong owner
The outcome
Leads assigned to the wrong rep go cold, so we route by rule.
The problem
Delay
The outcome
Triggers can be delayed; one blog claims 1 to 5 minutes, which is opinion, so we test yours.
The problem
No log
The outcome
Without a log you cannot trace missed leads, so we keep one.
What we can do
How We Build Your Close Integration
How we connect Shopify and Close, in order.
Scope
We decide which orders matter to sales.
Connection
We connect with Zapier, Relay.app or a custom build.
Matching
We match Shopify customers to Close contacts by email.
Filters
We set rules that cut noise.
Tests
We test with real orders.
Handover
You receive written notes and a recorded walkthrough.
What is included
What Is Inside Your Close Integration
Here is the full list, grouped by job. Smaller packages cover the first items in each group; larger ones go further.
Connection
- Close linked through an OAuth sign-in or an API key
- Tokens held in a secure vault
- Shopify permissions kept to the minimum
- Connection proven with a live read
Triggers
- Flow starts when a wholesale enquiry arrives
- Late and early events handled
- Trigger built for when a customer replies by email
- Event handled: an order is paid
Mapping
- Conflict rule set per field
- Mapping table kept in the notes
- Email mapped on both sides
- Extra fields mapped on request
Safety
- You hear about failed runs
- We stay inside rate limits
- Retries update the record
- Opt-outs and consent carried across
Testing
- Test on a wholesale enquiry
- Test on a reply on an old thread
- Test log handed over
- Scenario tested: a repeat order
Handover
- Recorded walkthrough of the flow
- Two revision rounds included
- Support for early questions
- Picture of what moves where
Your part is access, a short brief and a ruling on conflicts. Ours is the build, the test and the handover.
What we connect and check
How Shopify Close Integration Moves Data Between Shopify and Close
An integration is best judged when you can see it. The picture shows the pieces we build for Close: the records on each side, the status of every link and the log a person can read.
Portfolio
Shopify Stores We Have Built That Are Ready for Close
Integrations sit behind the storefront, so here is the storefront we build. Picture each store below with leads flowing into Close.
Savor & Soil Food Shopify Visual
Food
Forge Active Fitness Shopify Visual
Fitness
Nest Theory Home decor Shopify Visual
Home decor
Happy Tail Daily Pet Shopify Visual
Pet
Bean Society Coffee Shopify Visual
Coffee
Oakline Furniture Shopify Visual
FurnitureProcess and timeline
Six Stages From Brief to Live Close Sync
Six stages, in order. Nothing touches live data until you have seen it work on a copy, and your calculator choices decide how long each stage takes.
- 1
Brief and scope
The brief covers what you sell, how Close is used and which events should trigger work. We review some orders and leads to decide the starting point and the limits.
- 2
Access and connection
You grant limited access to Shopify and Close through an OAuth sign-in or an API key. Before building, we read live data to prove both connections.
- 3
Map and rule
Together we map email, opportunity value, status and owner, decide which system wins each clash and write down how blanks behave.
- 4
Build in a copy
Nothing is built on live records. The flow runs on test data first, and you see the plan, plus a recording if useful.
- 5
Test on real cases
Cases tested: a wholesale enquiry, a repeat order and a reply on an old thread, plus refunds and edits. Every result is compared with Shopify's own figures.
- 6
Go live and hand over
When you say go, the flow goes live. We watch the first runs and leave you notes, a diagram and a recorded walkthrough.
Compare your options
Close Native App, Automation Platform, Freelance Gig or Our Shopify Close Integration?
There are four common ways to connect Shopify and Close. This table compares the checks that decide whether the data stays right, whether failures are noticed and whether you can pass the link to someone else.
| What matters | Do it yourself | No-code platform | Freelancer | Store Design Expert |
|---|---|---|---|---|
| Careful field-by-field mapping | Basic defaults | When you set it up | Hit and miss | Yes |
| Retries cannot create duplicates | Easy to overlook | If you add it | Not usually | Yes |
| Failures alert a named person | No | Optional extra | Seldom | Yes |
| Edge cases checked: refunds, edits | Not often | If you test it | Varies | Yes |
| Price known before work starts | Subscription only | Plan fees and your time | Yes | Yes |
| A written and recorded handover | No | No | Seldom | Yes |
| You own every account | Yes | Yes | Varies | Yes |
| Aftercare | Vendor support | Platform support | Often none | Included for a period |
Inside every project
What Keeps Your Store and Close Data Safe
Careful beats fast when personal data is involved. These are the habits behind every build.
Failures raise a flag
Failed runs notify a named person with the order and the cause, so silence cannot hide a problem.
Secrets kept in a vault
We store tokens and keys in a vault and never paste them into documents or messages.
Nothing sent without approval
No message to a customer goes live until you have read and approved it.
Narrow access, in your name
We ask for the least access that works, through an OAuth sign-in or an API key, and every account stays under your ownership.
Counts compared, not assumed
We check totals against the source after each load, so mismatches surface straight away.
Plain scope, two revision rounds
You know the cost up front. Two revision rounds cover changes within scope, which keeps tweaks from becoming extra invoices.
Interactive price calculator
Choose Your Close and Shopify Package
Start with the scope that matches your store, then adjust for volume, direction and history. You see the fixed price before you pay.
Request a custom quote
If your Close setup relies on custom code, a private API, an on-premise system or more than one store, send a short brief and we will quote it as a fixed-price project.
Request a QuoteChanged your mind? Choose Single Workflow, Core Workflows or Full Integration above to return to the instant calculator.
Packages and comparison
Close Integration Package Comparison
Here is each package line by line. When you compare our fee with a marketplace listing for Shopify Close integration, count how many of these checks the cheaper offer actually names.
| What is included | Single Workflow $390 | Core Workflows $790Recommended | Full Integration $1,490 |
|---|---|---|---|
| Secure Close connection via an OAuth sign-in or an API key | Included | Included | Included |
| Trigger for the event: a wholesale enquiry arrives | Included | Included | Included |
| Email, opportunity value and status mapped | Included | Included | Included |
| Retries can never create a second record | Included | Included | Included |
| Test log and recorded handover | Included | Included | Included |
| Three triggers: a wholesale enquiry arrives; an order is paid; a customer replies by email | Not included | Included | Included |
| Owner plus custom fields matched | Not included | Included | Included |
| Filters by tag, country and value | Not included | Included | Included |
| Failed runs retried, then reported | Not included | Included | Included |
| Per-field conflict rules for two-way updates | Not included | Not included | Included |
| History load of previous leads | Not included | Not included | Included |
| Fourteen days of monitoring after launch | Not included | Not included | Included |
| Team runbook in plain English | Not included | Not included | Included |
| Typical delivery | 3 to 5 days | 5 to 9 days | 8 to 14 days |
The calculator above is the source of truth for your final price and delivery estimate.
Why Store Design Expert
What You Get From Us That a Template Does Not
You are paying for judgement and for a result you can inspect, not for hours.
4.9+ from verified clients
You can read verified client reviews on this page before paying, so past results are visible.
We live inside Shopify
We work with Shopify orders, refunds, edits and metafields daily. That depth is separate from knowing Close's interface.
A direct line to the builder
Your messages reach the builder who has your flow open, so trigger and field questions get clear answers.
Tested on your real cases
We test the cases your store actually has, such as a wholesale enquiry, a repeat order and a reply on an old thread.
A price you can plan around
Prices and extra days are visible for each package and option. Plan fees for Close come from Close directly; its pricing page has the latest.
Experience since 2015
Over 450 Shopify stores since 2015 mean we have seen most of the odd cases that break integrations.
What we need to get started
Getting Started: What We Ask For
The list is short. Most owners have everything ready in a day.
Approve a collaborator request
Already trading? Share the store address and accept our collaborator request. You remain the owner, we see only what the role allows, and you can remove us whenever you like.
Starting from nothing? We build first
We can start in our own Partner account, set up the store and the Close link, then transfer ownership to you. A Shopify plan is chosen at the end.
Or share a staff login
A staff login works if that is easier. We still recommend the collaborator route, since it can be revoked in one click and leaves no password in circulation.
Your Close access
Either create the Close account yourself and add us, or we open it with your email. You remain the owner, and we work through an OAuth sign-in or an API key.
Sample records
Share a few typical records from both tools, or point us to them. Real examples reveal how your data is really structured.
A decision-maker
Who signs off the plan and the test? And when Close and Shopify disagree, which one is right? Those two answers are all we need.
We never need your owner password or payment details. Access is limited, logged and removable at any time.
Testimonials
Verified Client Feedback
Verified clients describe the brief, the build and the handover in their own words.
Verified
Store Design Expert is the best. The work is very professional, they pay close attention to detail and, more importantly, they listen. Their level of cooperation is second to none, and everything was delivered in a very timely manner. I will keep them in mind for future projects.
BN
Barbara N.United States
Verified
I request Store Design Expert every time I have a project. They are professional and give real attention to detail, which makes the work stand out.
LK
Laura K.United States
Verified
They kept communicating until the problem was fully resolved, and the result was great.
HJ
Henry J.United States
Verified
Super helpful and patient. I am new to ecommerce and Store Design Expert talked me through the whole process and even fixed my payment bridging for me!
LR
Lois R.United Kingdom
Verified
I am beyond satisfied! Store Design Expert went above and beyond on my project. Highly recommended!
MD
Michael D.United States
Verified
The experience was tailored to my brand and specifications to the letter. I love the result.
EP
Eric P.United States
Verified
They definitely get the job done. Very patient and understanding throughout the whole project.
BS
Brian S.United States
Verified
Thank you so much to Store Design Expert and the team. My site looks far more appealing to customers, and I will happily recommend your services to other new small businesses.
JS
Jennifer S.United States
Verified
Very patient, informative and transparent, and they did exactly what they said they would do. Thanks for all the help!
RO
Raymond O.United States
FAQ
Questions About Close and Shopify Integration
Straight answers on price, scope, timing and what we need from you.
How much does Shopify Close integration cost?
Single Workflow costs $390, Core Workflows $790 and Full Integration $1490. Order volume, data direction, existing Close data and add-ons change the total, and the calculator shows it before you pay. Most projects land between about $390 and $2090, with delivery from 3 to 14 working days.
How long does the Close integration take?
Single Workflow takes 3 to 5 working days, Core Workflows 5 to 9 and Full Integration 8 to 14. The usual variables are how much history you want loaded and how quickly you approve the test results. The Sooner and Fastest options shorten the schedule when a launch date is fixed.
Does Close integrate with Shopify?
Through Zapier, Relay.app, Integrately or a custom build. If you came here from "shopify to close sync", this is the page for it.
Can an order create a lead?
Yes, per Zapier's description. Another way to phrase it: "close crm shopify orders"; the work is the same.
How are duplicates avoided?
By matching customers to contacts by email. Another way to phrase it: "shopify close account"; this page covers that too.
Is it real-time?
Not guaranteed. We test the delay. If you came here from "shopify close store", the answer is the same.
Can I filter orders?
Yes. Another way to phrase it: "how to close shopify"; this page covers that too.
Can reps be alerted to big orders?
Yes. The same service covers "close shopify account permanently".
Can you build it?
Yes. Another way to phrase it: "shopify how to close store"; this page covers that too.
Ready when you are
Ready for a Close Integration That Just Works?
You have seen the process, the safeguards and the price. The next step is to pick a package and tell us how your store works. This page covers Shopify Close integration.
- Secure checkout
- Two revision rounds
- Test log and walkthrough included