Shopify CRM Integration Services

When purchase history lives in Shopify and account relationships live in the CRM, your sales team operates on incomplete records and your marketing team segments from stale data. Shero connects Shopify to Salesforce and HubSpot, or to your own CRM through its API, so B2B and DTC brands work from one customer record.

Book a Discovery Call Our Work

16+

Years in business

500+

Projects Delivered

65+

Team Members

98%

Client Retention

HubSpot

Wholesale orders next to the sales pipeline

The HubSpot app for Shopify syncs customers, orders and products into HubSpot. We add custom properties and deal stages for B2B accounts in our HubSpot integration work, so sales sees wholesale orders next to the pipeline.

Salesforce

Accounts and contacts kept in sync

For Salesforce, we sync Shopify customers and orders to accounts and contacts, and push account changes back to Shopify B2B companies. When the ERP also holds customer data, we scope the ERP integration at the same time.

Membership ID

Shopify member pricing checked against Salesforce

For the Norman Rockwell Museum shop we set up a membership ID check against Salesforce through Vercel middleware, behind the shop's member pricing.

Duplicates

Contacts matched by email before the first sync

Before the first sync we match Shopify customers to existing CRM contacts by email address and merge duplicates, so sales does not see the same buyer twice.

"This has been the most impressive vendor partnership I have experienced. Every meeting felt purposeful, every milestone was clear, and the process was incredibly well-supported from start to finish."

Kendra Borkholder, Operations Support, GEN-Y Hitch

What a Shopify CRM integration covers

A CRM integration connects Shopify's customer and order data to the system your sales and account management teams use to track relationships, pipeline activity, and account health. Shero creates Shopify CRM integrations using certified connectors where they cover the requirement, and custom API development where they do not. Every integration is scoped against your specific data model and business logic before any work begins.

Salesforce + Shopify
HubSpot + Shopify
Custom CRM via API or iPaaS
B2B account and contact sync
Order history and customer lifetime value

Compared on	Shero Commerce	The CRM's own Shopify app	Zapier or a similar no-code tool	An in-house CRM admin
Sales reps seeing order history before a call	We map Shopify orders onto the CRM contact so reps see history.	Usually syncs the basics: contact, order total and date.	Each field is mapped by hand, one zap at a time.	Knows the CRM well, less so Shopify data.
Guest checkouts creating loose records	We set email match rules so guest orders join the right contact.	Matching rules are fixed by the app vendor.	Creates new records unless you add lookup steps.	Cleans duplicates by hand each month.
Years of past customers moving into the CRM	We backfill past orders in batches and check counts after each one.	Limits on importing history vary by app.	Made for new events; history needs a separate import.	Imports CSV files and matches fields by hand.
Knowing when the sync stops	We set error alerts and check the sync as part of the retainer.	Errors stay in the app log until someone looks.	Zapier emails you when a zap fails.	Finds out when a rep complains.
How you pay	Paid discovery, then an accurate estimate.	App fee on top of CRM seats.	Monthly plan priced by task volume.	Full salary.

Shero Commerce

Sales reps seeing order history before a call We map Shopify orders onto the CRM contact so reps see history.

Guest checkouts creating loose records We set email match rules so guest orders join the right contact.

Years of past customers moving into the CRM We backfill past orders in batches and check counts after each one.

Knowing when the sync stops We set error alerts and check the sync as part of the retainer.

How you pay Paid discovery, then an accurate estimate.

Compared with

The CRM's own Shopify app

Sales reps seeing order history before a call Usually syncs the basics: contact, order total and date.

Guest checkouts creating loose records Matching rules are fixed by the app vendor.

Years of past customers moving into the CRM Limits on importing history vary by app.

Knowing when the sync stops Errors stay in the app log until someone looks.

How you pay App fee on top of CRM seats.

Zapier or a similar no-code tool

Sales reps seeing order history before a call Each field is mapped by hand, one zap at a time.

Guest checkouts creating loose records Creates new records unless you add lookup steps.

Years of past customers moving into the CRM Made for new events; history needs a separate import.

Knowing when the sync stops Zapier emails you when a zap fails.

How you pay Monthly plan priced by task volume.

An in-house CRM admin

Sales reps seeing order history before a call Knows the CRM well, less so Shopify data.

Guest checkouts creating loose records Cleans duplicates by hand each month.

Years of past customers moving into the CRM Imports CSV files and matches fields by hand.

Knowing when the sync stops Finds out when a rep complains.

How you pay Full salary.

01

Customer data mapped before the integration is set up

Shero holds a data mapping session that documents every customer, account, and order field that needs to move between Shopify and the CRM, the sync direction, the trigger conditions, and how conflicts are resolved when the same record exists in both systems. This session prevents the duplicate contact and overwritten field problems that show up in production.

02

B2B account hierarchy and multi-contact sync for wholesale operations

Shopify's company and buyer account structure needs to map to CRM account hierarchy so sales teams have complete account visibility. Shopify B2B configuration and CRM integration are scoped together so company accounts, contacts, and order history flow correctly between both systems.

03

Order history and purchase data flowing to sales teams in real time

A sales rep managing a wholesale account should be able to see the account's last order, reorder frequency, and product mix in the CRM without opening Shopify. Shero configures the order sync so that purchase history, order value, and product data update in the CRM as orders are placed, giving account managers the context they need for outreach and retention.

04

Marketing automation triggered by Shopify purchase behavior

CRM lifecycle stage and account data can trigger Shopify marketing automation. Marketing automation configuration is aligned with CRM integration so triggers fire from accurate, current account data as well as Shopify behaviour data.

05

Certified connectors where they cover the requirement

Shopify has certified HubSpot and Salesforce connectors that cover standard customer and order sync well. When these connectors cover the requirement, Shero configures them and writes no custom code where none is needed. When B2B account hierarchy, custom field mapping, or complex workflow triggers fall outside the connector's capability, Shero develops the custom logic to cover the gap.

06

Ongoing integration maintenance for a live CRM operation

CRM data models change as the business evolves. New custom fields, updated account structures, and changes to the sales process all affect how the integration needs to behave. Shero provides ongoing CRM integration maintenance so that the connection stays accurate as both Shopify and the CRM evolve.

Parenting education

Kajabiclasses bought on Shopify open the matching Kajabi course automatically

Help Scoutclass history synced to support records for every customer

Taking Cara BabiesShopify

Read the case study

Education and nonprofit

Dynamics 365customers, products, pricing, orders and events synced with the store

VitalSourcedigital course materials connected

CCL - Center for Creative LeadershipMagento

Read the case study

Baby Sleep Courses

Taking Cara Babies

Since 2013, Taking Cara Babies has helped parents build better sleep routines. With a custom CMS holding back growth and plans to sell physical products, they chose Shopify Plus and brought in Shero Commerce to handle a complex migration, unifying physical and digital sales on one platform.

Taking Cara Babies

Leadership Education

CCL - Center for Creative Leadership

Shero moved the Center for Creative Leadership, a global nonprofit, from iApps to Magento 2. We integrated Microsoft Dynamics 365 and VitalSource, set up international selling, and improved the store and checkout on every device.

CCL - Center for Creative Leadership

Musical Instruments

Alto Music

Alto Music, a longtime music retailer with loyal customers, collaborated with Shero to switch from Magento 2 to Shopify. They successfully maintained their popular Altobucks loyalty program while moving to a more user-friendly and cost-efficient platform. The transition ensured all loyalty benefits remained intact, and they achieved a 40% reduction in ongoing maintenance expenses.

Alto Music

Movie Theaters

Regal Cinemas

One of the largest cinema chains in the US, Regal Cinemas, partnered with Shero to migrate from Magento to Shopify, building a 100%Credit-based checkout logic replicated in a custom Shopify app, loyalty reward redemption, Vista Cloud integration, and automated corporate gifting workflows across two distinct eCommerce platforms. As a result, they achieved over 40% faster page load time.

Regal Cinemas

Set up right the first time

App problems usually come from a rushed install: missing data, theme conflicts and scripts that slow the store. We set it up, connect the data and check the speed.

Data connected
Customer, order and product data synced both ways with Shopify.
Theme ready
Widgets and blocks placed in your theme without breaking the layout.
Speed checked
Scripts reviewed so the app does not drag down Core Web Vitals.
Hand off
Your team trained on the settings that matter.

Tell us which CRM you use and what it should sync with Shopify.

Scope my CRM integration

01

Discovery and record map
In recorded workshops we map Shopify customers, orders and B2B companies to CRM contacts, accounts and deals, field by field.
02

Match rules
Email and company matching rules are set first so the sync updates existing records instead of creating duplicates.
03

Set up
We configure the connector or create custom flows for orders, refunds and custom fields, held off until launch.
04

Testing and UAT
We create a test customer, edit it in both systems and place an order to confirm which update wins, then you sign off in UAT.
05

Launch
Old imports and sync apps are switched off first, then we check the first real orders on the right account records and stay on for hypercare.

Frequently asked questions.

Can't find what you're looking for? Reach out to our team.

01

Which CRM platforms can Shero connect to Shopify?

02

Can the CRM integration handle B2B company accounts, not just individual contacts?

03

Can we trigger CRM workflows or marketing automation based on Shopify purchase events?

04

What happens when the same customer record is updated in both Shopify and the CRM?

Conflict resolution is defined during the data mapping session. Most integrations designate one system as the source of truth for each field type: Shopify for order and purchase data, the CRM for contact details and account status. When both systems update the same field, the defined source of truth wins and the other system updates to match. Shero documents this logic and tests it explicitly before go-live.

05

How long does a Shopify CRM integration take to set up?

06

How does CRM integration relate to ERP and analytics integrations?

The CRM, ERP, and analytics stack address different data domains. The CRM manages customer relationships and sales pipeline. The ERP manages pricing, inventory, and financials. Analytics connects them with reporting. When all three integrate with Shopify, each system receives the data it is the source of truth for, without duplication or conflict. Shero can scope and develop all three as a coordinated stack. For related services, see our ERP integration and Shopify analytics pages.

What our clients say.

We design experiences that make a difference. See what our clients have to say about working with us.

STX

"Since partnering with Shero Commerce, our eCommerce revenue has grown by 200%. Their 24/7 support and innovative solutions have been game-changers for our business."

James McKenna

Senior Commerce & CX Manager / STX

Benchmade Knife Co.

"I wanted to take a moment to thank you all for a very successful launch! I know there was a lot of great work put in by everyone to make this happen. Our accounting and sales teams are thrilled to have this functionality working, and that means our customers are also taking full advantage of these enhancements. We appreciate the partnership in the development and testing, and are looking forward to more enhancements in the future."

Bren Rafaelly

Head of Digital Transformation / Benchmade Knife Co.

Alto Music

"As a long-time client, we at Alto Music have always appreciated their technical expertise, but their recent migration of our site from Magento 2 to Shopify was exceptional. Shero preserved the essence of our beloved loyalty and rewards program, seamlessly integrating it into Shopify’s more efficient framework. The transition not only retained our unique features but also significantly simplified site management and reduced costs. We’re thrilled with the results and highly recommend Shero for any e-commerce needs."

Bobby Montemurro

VP Sales & Marketing / Alto Music

Painful Pleasures

"Our journey from Magento to Shopify was riddled with complexities and challenges. With a vast catalog and intricate B2B logic, we needed expertise that could navigate through these intricacies. Shero Commerce was our beacon. They not only provided innovative solutions but also utilized their vast Magento knowledge to bridge gaps in Shopify’s native features. Now, our platform is seamless, our costs are reduced, and the headaches are a thing of the past. A heartfelt thank you to the Shero team!"

Patrick Rice

CEO / Painful Pleasures

And you?

Let's build something great together.

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Email

[email protected]

Locations

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Shopify CRM Integration Services

What a Shopify CRM integration covers