Connect Espo CRM and Shopify to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Customer
Find a Customer
Create Order
Find Product Variant by Title
Get all Orders
Create Product
Update Customer
Find Order
Search Product byTitle
Find or Create customer
Update product variant
Get Order Status
Search Product
Create Draft Order
Update Cart Item Quantity
Delete Cart Item
Add Discount Coupon Code
Remove Discount Code
Get the product Inventory Stock
Get all Discount Coupon Codes
Add Tag to an Order
Cancel Order
Update Shopify Product
Adjust Inventory Quantity
Ready to use Espo CRM and Shopify automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
New Customer
Triggers when a new customer is created to Shopify account
New Order
Triggers when a new order is created.
New Product
Triggers when a new product is created to Shopify account.
Order Deleted
Triggers when a order is deleted in Shopify account.
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Create Customer
Create a new Shopify customer with contact info, optional addresses, tax settings, tags, and marketing consents.
Find a Customer
Find a customer by Name and Email.
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Step by step guides to integrate Espo CRM and Shopify
Frequently Asked Questions
To start, connect both your Espo CRM and Shopify accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Shopify (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Shopify. This includes choosing which data fields go into which fields of Shopify, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Shopify typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Espo CRM and Shopify. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn MoreAbout Shopify
Shopify is a leading e-commerce platform that allows anyone to set up an online store and sell their products. Merchants can also sell their products in person with Shopify POS.
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