Shopify and Salesforce Integration is taking e-Commerce & CRM platform to new heights. Now dealing with e-Commerce unlimited data is much easier than ever before. Shopify Salesforce Connector is acting as a bridge between Shopify and Salesforce. It is enhancing features of e-commerce and CRM platform with the concept of service first approach. With the help of this application, admin can easily synchronize Customers, Collections, Products, and orders to Salesforce CRM which will help them to track sales and growth trends.
For details Visit: https://eshopsync.com/shopify/
To view on app exchange:
Here is the "Shopiforce" app available on Shopify marketplace: https://apps.shopify.com/shopiforce which gives you a smooth experience connecting with Salesforce. You can try it for free for 14 days
I found an alternative to this. There is a connector tool called Automate.io which looks much simpler to use. And what I like about it is that there are readymade templates for popular use cases. Here is the link of their integration page: https://automate.io/integration/salesforce/shopify
What's your experience been like? I am just starting to look into this. We need to embed a donation form (Causeview / Salesforce) into our Shopify site.
Is this app overkill? It seems like such a simple thing and customer support with automate.io has been non-existent so hard to get answers.
What's the disadvantage of a bi-directional sync with Salesforce when you have users who log in as guests?
Is it better to only have one direction? How would the syncing allow for payments to push from Salesforce to Shopify?
bi-directional sync is driving a confusion around having one source of truth. It also depends on the intention. What would be a benefit? Would you like to trigger an order from Salesforce? It doesn't make much sense. Please reach out to firstname.lastname@example.org if you want to talk in more details or setup a call.
To have it super clean you probably be better off with one direction from Shopify to Salesforce. However, there might be another instance where you maintain price books /Products in Salesforce and needs to update salesforce which can be from SF to Shopify . Not clear about Payment push from Salesforce. Do you keep the Card On file on SF?
The majority of the workflow we've seen within our platform are as follows :
Shopify Orders to Orders in Salesforce - this just goes through the Shopify Order, lookup account if it exists use it and if not create new then add all the orders details products, taxes, shipping etc.
Shopify Orders to Opportunities - same as above but instead of Orders uses Opportunities with the line items in Shopify Orders.
If you need help or want to see how the platform works please feel free to reach out to email@example.com
For Shopify integration with Salesforce, there isn't a hard and fast rule for you to check on the flow of information between the two apps. Its more about how and where you enter the data and decide on the target fields to be updated.
DBSync has a platform which is built to integrate apps bidirectional and users have a choice to pick where the information need to be housed and sync back and forth. The push of Shopify orders to Salesforce as Opportunities or Orders and then you can process these orders in Salesforce to receive payments which can be updated back to Shopify. You can also extend the integration with DBSync to push from Salesforce to any accounting system. Customize to handle product SKU's and Inventories.
find out more on what DBSync can offer for you on this: https://www.mydbsync.com/app-search
Hi, just want to know if there's a way we can link the Orders/Opportunities pushed from Shopify to the existing Accounts/Customers in Salesforce? And if the Customers are not yet existing, will it creates a Customer in Salesforce and link to the Orders? Thanks
You can create a workflow like this with multiple conditions and validation checks for the customer in Salesforce once the order is confirmed within Shopify on our platform. Happy to help, please reach out at firstname.lastname@example.org
I don't know if my message is too late. I've developed a Salesforce and Shopify integration... It's a Salesforce package with contains the objects, apex classes, and flows to add your customer and orders in Shopify to Salesforce.
It's an unmanaged package in Salesforce then you can customize the flow and mapping the data between Shopify and Salesforce.
Once you set your Shopify store (one or more than one), it creates a webhook for customers and orders. It means that the orders are pushed to Salesforce once it's created in your Shopify. The Shopify Order JSON contains the Customer data. So, the contact is created in Salesforce.
As the Order is not related to Contact in Salesforce, it's through Account... I follow HEDA architecture in Salesforce
This package includes two flows, one to manage the Customer integration and one to manage the order integration. You can modify it if instead mapping Shopify Order with Salesforce Order you want to map Shopify Order with Salesforce Opportunity.
I appreciate your comments.
I came across this app called Shopify made easy that syncs orders, customers, products, collections, inventory with the existing accounts/Customers in Salesforce in real-time. After installing this app you will need to put customer Shopify id in the account object salesforce Shopify id field. Check out the free app here https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMdKyUAL
Does it integrates with Calendly in order to manage booking to offer services.
I look to take Salesforce Maps, does eShopSync can make works with routing ?
Looking forward for these answers!
Hello Jake -
We can add Calendly. Please reach out to email@example.com
Here is more info on our integration https://www.pandaflow.io/shopify-salesforce-integration
As an alternative way, I'd like to recommend you take a look at Skyvia. This tool has a simpler UI, more powerful functionality, and supports more data types to be synchronized. Learn more about Salesforce Shopify integration here: https://skyvia.com/data-integration/integrate-salesforce-shopify
Skyvia is nice, without a doubt, but it has a limited number of scheduled integrations in Basic and Standard plans, which is crucial to me as I have a Basic subscription. So I did a quick research and found a decent Skyvia alternative with unlimited scheduled integrations. Hope this helps.
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