CRM Integration

Your best customers already bought—now make sure they come back.
Our CRM Integration service connects your Shopify store with powerful CRM platforms like HubSpot, Zoho, Salesforce, Pipedrive, or Klaviyo CRM, so you can manage customer journeys, support histories, segmentation, email automations, and LTV analytics all in one place.

We create a unified system that syncs real-time Shopify customer data—orders, behaviours, interactions—and enables targeted messaging, upsell tracking, loyalty workflows, and sales team follow-ups.
Because knowing your customer is how you keep your customer.

Grow

Included:

  • Basic Shopify → CRM sync for one CRM platform (e.g., HubSpot, Zoho, Salesforce, Pipedrive, or Klaviyo CRM).
  • Import and mapping of up to 1,500 customer records with core fields (name, email, phone, order history).
  • Setup of 3 standard segments (e.g., new customers, repeat buyers, inactive users).
  • Basic email automation trigger for order confirmation or one follow-up campaign.
  • Email & CRM-based support with standard priority (responses within 3–4 business days).

Not Included / Limitations:

  • No multi-CRM or multi-store setups—limited to one Shopify store and one CRM instance.
  • No advanced workflows (e.g., multi-branch nurture sequences or cross-platform triggers).
  • Does not include custom API development or advanced reporting dashboards.
  • All services are online only—no on-site configuration or training.

Advanced

Included:

  • Shopify → CRM sync for up to two CRM platforms or two Shopify stores.
  • Import and mapping of up to 5,000 customer records, including purchase behaviour and engagement history.
  • Setup of 6 dynamic customer segments (e.g., high-value customers, cart abandoners, seasonal buyers).
  • Configuration of up to 3 automated email workflows (e.g., re-engagement, upsell tracking, loyalty triggers).
  • Basic reporting dashboards for customer journey and LTV analytics.
  • Email & CRM-based support with priority response (within 1–2 business days).

Not Included / Limitations:

  • Does not include advanced custom integrations with third-party APIs or sales pipeline customisation—available in Plus.
  • Limited to two CRMs or Shopify stores—more requires a custom agreement.
  • No in-person workshops or training—support is online only.

Plus

Included:

  • Enterprise-grade Shopify → CRM integration for up to three CRM platforms or three Shopify stores.
  • Import and mapping of up to 15,000 customer records with full order history, behaviours, and support interactions.
  • Setup of 12 advanced customer segments with tailored criteria for targeting and retention.
  • Configuration of up to 6 multi-branch automated workflows (e.g., VIP upsells, churn prevention, and multi-channel triggers).
  • Custom dashboard creation for LTV analytics, upsell tracking, and sales team follow-ups.
  • Email & CRM-based support with high priority (response within 24 hours).

Not Included / Limitations:

  • Integrations beyond three CRMs or Shopify stores, or over 15,000 records, require a custom scope.
  • No physical installation, on-site workshops, or in-person consultation—services are delivered online only.
Service Plans:
$690.00
$690.00
Tax included.
8 Slots Available
Expert Consultation
All-In Solutions
Timely Support
Flexible Options
Professional Expertise
Happy Assurance
Focus on Efficiency & Growth

Unlock Key Benefits & Accelerate Your Growth

Save Valuable Time

Delegate complex tasks to our experts and free up your internal resources to focus on core business activities.

Increase Efficiency

Streamline your operations with optimized processes and reliable solutions, reducing manual effort and potential errors.

Drive Sustainable Growth

Leverage our expertise to enhance your store's performance, improve customer experience, and unlock new revenue opportunities.

Gain Peace of Mind

Rest assured knowing your Shopify store is managed and supported by certified professionals, minimizing risks and downtime.

Getting Started is Simple & Secure

Our Streamlined Process

1

Select Your Plan

Choose the service plan above that best aligns with your current needs and business goals.

2

Complete Secure Checkout

Easily finalize your service activation through our secure and encrypted payment gateway.

3

Grant Store Access via Shopify Partner

You'll receive an official request through Shopify to grant us secure, limited access to the necessary areas of your store. No password sharing is ever required, ensuring your store's security.

4

Work Commences Promptly

Once access is confirmed, our expert team immediately begins working on your request or implementing the service according to the agreed-upon scope and timeline.

5

Track Progress in Real-Time

Stay informed every step of the way. You'll receive access to our client CRM portal where you can monitor the status and progress of your tasks.

6

Receive Your Detailed Report

Upon completion, you will receive a comprehensive report detailing the work performed, key findings, results achieved, and any recommendations for future actions.

7

Resolution & Confirmation

We will notify you as soon as the service is completed or the issue is fully resolved to your satisfaction.

Trusted By Businesses Like Yours

Customer Reviews

Be the first to write a review
0%
(0)
0%
(0)
0%
(0)
0%
(0)
0%
(0)
Recommended

You May Also Like

Make confident choices and discover the best solutions.