Overview
Shopify sync unifies ecommerce behavior with sales outreach—orders, refunds, and tags inform who needs success or recovery calls. Map customer email as the merge key.
What data is involved
- Customers, orders, products, inventory snapshots depending on scope.
- Abandoned checkout signals for recovery campaigns.
Step-by-step setup
Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
- Settings → Integrations → Shopify.
- Enter store URL and API credentials.
- Map objects to the ecommerce dashboard in CRM.
Best practices
- Decide whether refunds sync as activities or financial records per your finance policy.
Best for & common use cases
Unified view of store behavior and sales outreach.
- DTC brands aligning support and sales with order history.
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.