Connect CRM.io and Shopify to Build Intelligent Automations

Choose a Trigger

CRM.io

When this happens...

Choose an Action

Shopify

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Triggers when a new customer is created to Shopify account

New Order

New Order

Triggers when a new order is created.

New Product

New Product

Triggers when a new product is created to Shopify account.

Order Deleted

Order Deleted

Triggers when a order is deleted in Shopify account.

Order Cancelled

Order Cancelled

Triggers when a order is cancelled in Shopify account.

Order Paid

Order Paid

Triggers when a order is paid in Shopify account.

Do thisActions

Action is the task that follows automatically within your CRM.io integrations.

List All lists

List All lists

Retrieves the detail of all lists

Search List by Name

Search List by Name

Retrieves the detail of lists by name

List All Tags

List All Tags

Retrieves the detail of all tags

Search Notes

Search Notes

Retrieve notes for a contact by email.

List All Companies

List All Companies

Retrieves the detail of all companies

List All Deals

List All Deals

Retrieves the detail of all deals

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Step by step guides to integrate CRM.io and Shopify

Frequently Asked Questions

How do I start an integration between CRM.io and Shopify?

To start, connect both your CRM.io and Shopify accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Shopify (or vice versa).

Can we customize how data from CRM.io is recorded in Shopify?

Absolutely. You can customize how CRM.io 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.

How often does the data sync between CRM.io and Shopify?

The data sync between CRM.io and Shopify typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CRM.io to Shopify?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CRM.io and Shopify?

Yes, you can set conditional logic to control the flow of data between CRM.io 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.

CRM.io

About CRM.io

CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.

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Shopify

About 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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