Shopify CRM Integration That Puts Every Customer in One Record

Packages start at $390 for a single workflow and rise with the number of workflows, the CRM and the amount of mapping. Enterprise CRMs such as Salesforce sit in the higher band. Each CRM page lists its three packages and delivery estimate before you pay. Any Shopify CRM app pricing set by the vendor, such as plan fees, is billed to you directly.

Shopify holds customer and order records, and many CRMs publish their own Shopify app or connector. What differs is direction, fields and tagging. We check what the vendor offers first and tell you plainly if the native option already does what you need.

The best one is the CRM your team already works in daily. We do not push a CRM, and the pages here cover sales CRMs, contact platforms and enrichment tools so you can compare what each link involves before choosing.

Usually yes. If the CRM has an API, we connect it through an automation tool or a custom build. Send a quote request with the CRM name and the events you care about, and we scope it at a fixed price.

That is the aim of most projects. We map customers to contacts, order totals and dates to fields or deals, and test the result with a real order. Custom fields depend on your CRM plan and are listed in the plan we write with you.

We can, but we agree it first. Two-way sync needs a clear owner for each field, otherwise the two systems overwrite each other. We write those rules down and test them with edits made on each side.

We choose a matching key, usually the email address, normalise it and test with variations in case, spacing and guest checkouts. Where a CRM supports duplicate rules, we set them before the first record is written.

Yes. Quotes, form leads and wholesale requests can create customers or draft orders in Shopify. We cover that in the related lead capture and B2B pages and scope it with your CRM link.

No. You can add us as collaborators, let us build in our Partner account and transfer ownership, or share a restricted staff login. In the CRM we use a user you create for the project and you remove it afterwards.

A single-CRM link usually takes 3 to 8 working days. Multi-workflow builds take longer, and enterprise systems such as Salesforce or Dynamics can take up to 30 working days depending on mapping and approvals.

Yes. POS customers and orders can be matched to CRM contacts with the same rules as online orders. We check how in-store customers are identified before building, since that decides how well matching works.

Yes. Larger teams usually need role-based access, sandboxes and an approval step, so we scope those into the build. Enterprise systems sit in the higher price band and take longer.

Yes. Dynamics 365 CRM has its own page in the index above. We map customers, orders and refunds to Dynamics records, agree who owns each field and test in a sandbox before live data moves.

A vendor change can affect any connector. We document each build so it can be fixed, and a follow-on repair or a maintenance plan is available from the automation maintenance page.