IntegrationsSalesmateShopify
Salesmate + Shopify

Connect Salesmate and Shopify to Build Intelligent Automations

Choose a Trigger

Salesmate

When this happens...

Choose an Action

Shopify

Automatically do this!

Ready to use Salesmate and Shopify automations

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 Salesmate integrations.

Add Note

Add Note

Adds Note based on previous step.

Create Activity

Create Activity

Creates a new Activity, probably with input from previous steps.

Create Company

Create Company

Creates a new Company, probably with input from previous steps.

Search User

Search User

Find an User based on different fields.

Create Contact

Create Contact

Creates a new Contact, probably with input from previous steps.

Create Deal

Create Deal

Creates a new Deal

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Step by step guides to integrate Salesmate and Shopify

Frequently Asked Questions

How do I start an integration between Salesmate and Shopify?

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

Can we customize how data from Salesmate is recorded in Shopify?

Absolutely. You can customize how Salesmate 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 Salesmate and Shopify?

The data sync between Salesmate 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 Salesmate 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 Salesmate and Shopify?

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

Salesmate

About Salesmate

Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.

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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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