You might already be getting the most out of Shopify, an e-commerce platform, and Salesforce, the top CRM in the world while following the latest trends and technology. You could have had several queries after reading this blog post. 

Why should Shopify and Salesforce be integrated? 

By integrating Shopify with Salesforce, you can manage your customer database, manage your online business across numerous platforms, and keep track of your customers’ activity. Even though you may already be using Shopify with Salesforce effectively, there are still a number of additional points to consider. 

In this article, we’ll learn why integrating Shopify and Salesforce is advantageous, how to do it, what tools to utilize, and more. 

Overview of Shopify and Salesforce

Let’s quickly review these two solutions first. 

Shopify, one of the most popular e-commerce development platforms, enables businesses to create and customize their online stores as well as sell across a variety of channels and locations, including mobile, web, offline stores, in-person, and pop-up stores.   

The world’s best customer relationship management (CRM) platform, Salesforce, supports diverse IT departments, sales, marketing, customer service, and commerce to collaborate remotely and provide 24/7 customer service. 

Let’s now talk about the advantages of connecting Shopify and Salesforce. 

Benefits of integrating Shopify and Salesforce 

Creating leads

It makes it simpler to attract and develop more prospects, increasing client retention, conversion rates, and revenue. 

How?

Customers of Shopify are converted into Salesforce contacts, allowing for the real-time recording of information in the CRM database. This prevents the manual transmission of client information from Shopify to Salesforce for additional nurturing. After that, the company can analyze them and offer customized services. 

Personalization

Both systems’ accessibility to consumer information enables personalization of the customer experience across channels and increases lifetime value (LTV).

How?

One of the well-organized sources for smart data analytics is Salesforce. You can obtain information about the purchases made by your customers from your online store by combining Shopify and Salesforce. Additionally, you can examine the searches of your leads or consumers to tailor your services to their tastes. 

Management of several Shopify storefronts

Without switching between different platforms, you can manage your online stores, have a presence on several channels, and simultaneously track the experiences and journeys of your customers. 

How?

The CRM capability on the Salesforce platform can help you manage different Shopify businesses by giving you a comprehensive or 360-degree omnichannel view of your customer’s interactions with your brand and making it easier for you to assess each one separately. 

Data Management for Sales

You may make wise decisions to allow your business to expand well by tracking your client registration, sales income, lifetime value, churn, popular goods, and more. 

How?

The smooth data management between Shopify and Salesforce is made possible by integration. By using this integrated project, you may track, examine, and manage your e-store and CRM data. Additionally, you can sync data points between Salesforce and Shopify using this integration, such as collections, customers, payments, orders, etc., enabling the teams to provide a combined experience to your customers and prospects. 

In addition to these benefits, Shopify and Salesforce integration facilitate data accessibility and availability, improve workflow, remodel business processes, and make reporting and accounting easier. 

How do I integrate Salesforce with Shopify? 

There are a number of alternatives for a seamless integration between Shopify and Salesforce. Let’s examine a few:

• Download the AppExchange version of the “Shopify Made Easy – Sync Your Shopify with Salesforce” app. 
• Select platforms for third-party integration that work automatically and without code, such as Zapier.
• Shopify’s API and the Salesforce Apex programming language. 
• Integration of Shopify with Salesforce Webhook usage 
• Engage the services of a Salesforce consulting firm with a qualified staff who has experience connecting Shopify with Salesforce. 

Now, we’ll go over each choice individually and show you how to combine Shopify with Salesforce to provide your sales staff with more tools. 

Download the AppExchange version of the “Shopify Made Easy – Sync Your Shopify with Salesforce” app. 

The Shopify-made easy app is available for download from the Salesforce AppExchange. With the aid of this app, you can combine these two platforms and take advantage of Shopify, Salesforce Lightning, and Classic features all at once. Additionally, you can manage all of your e-commerce items from a single app and work to grow your company. 

Top Features

• Import all of the previous Shopify data right away.
• Utilising UI Effective and concurrent inventory management.
• synchronizing records in real-time.
• a centralized, all-inclusive program for managing objects in e-commerce.
• Installation without coding and dynamic field mapping.
• No credit cards, no subscriptions, and free lifelong access. 
• Salesforce and multiple Shopify stores are synced.
• No integration of code.
• By using the best data utilization, increase sales.
• Manage different inventories from several stores in one location. 

Requirements

Make sure you have the following before implementing this solution: 

• Salesforce Editions that are permitted by the Shopify Store Sales Cloud are Force.com, Developer, Unlimited, and Enterprise. 
• Person Accounts, Multiple Currencies, Lightning Ready, and No Limits are supported features. 

Required Practise 

• Connect Salesforce to your Shopify account.
• Control your physical location, product collections, orders, product fulfillment, draught orders, inventories, and variants. 
• Additionally, sync all of your data, link your apps, and set up efficient workflows into effective operations. 

Details

Shopify Made Easy is a product of HIC Global Solutions, a partner in CRM success, and it connects Shopify to Salesforce. Without having to oversee crucial business activities, it enables users to utilize them to the fullest for the effective expansion of their businesses. The automation of order processing as well as the management of customer and sales data are all covered by this Shopify app. 

Moreover, you may sync an unlimited number of items, collections, records, and inventories of your many e-stores in real-time and without effort using the multi-store sync capabilities of this salesforce Shopify connection. Therefore, it’s time to maximize productivity by using the “Shopify made easy” app and saving your valuable time and effort. 

Select The Platforms for Third-Party Integration

To undertake Shopify and Salesforce connections, you can choose from a variety of third-party integration solutions. Additionally, you can build automated workflows that combine the two platforms with additional tools and systems. 

Here, we’ll take a closer look at Zapier. 

Without the need for any coding knowledge, you can seamlessly combine Shopify and Salesforce using Zapier. The essential features are free. To test its premium apps and features, you can sign up for a 14-day trial. 

You can instantly automate Salesforce and Shopify processes using Zapier’s templates. 

Steps to Take:

• Authenticate Salesforce and Shopify.
• To automate the procedure, select an app as the trigger. 
• Choose a result action from a different app. 
• Select the information you want to transfer between apps.

When integrating Shopify with Salesforce, Zapier also offers additional templates in addition to this one for tasks such

• New Shopify clients into Salesforce contacts
• For fresh Shopify orders, create records in Salesforce.
• Adding leads from fresh Shopify orders to Salesforce
• Create leads in Salesforce from fresh Shopify orders.
• Add fresh leads, new paid orders, etc. from Shopify to Salesforce. 

Shopify API and the Salesforce Apex programming language

It would be simpler for tech-savvy people to create a custom integration between these two platforms using the Shopify API and Salesforce Apex language. With this option, you have complete control over the integration and may tailor it to meet your unique needs. 

What to do next:

• Navigate to Settings > “Apps and sales channels” > Develop Apps after signing into your Shopify account. 
• Click the app’s name whose credentials you wish to access now. Note the API and secret keys by clicking on the API credentials. 
• Access the customer list right away using the CURL command. 
• Format the JSON into CSV using a command-line JSON processor. 
• Utilize the Salesforce Bulk API to load the required data, then create the configuration file that will start the sequence. 
• After that, launch your Bulk API by logging into your existing configuration file. 
• The Bulk API request can now be started with your setup file. The response to this command will become available along with the job. Note this ID once more. 
• You can add a batch to the job to insert data using the CSV file (used in the first stage). The job-id from the previous step can be used. To divide a job into two distinct batches, append additional batches using the same command and different files. 
• Finally, you can find out the status of the employment. 

Integration of Shopify and Salesforce Webhook usage 

By selecting this approach, we can integrate Shopify with Salesforce using Webhook to sync Shopify customer data. 

What to do next:

Apex REST API creation

A REST API must be created in order to create customers in Salesforce for the data sync between Shopify and Salesforce. The API will be set up in Shopify Webhooks. To establish an API that Shopify will deliver when a customer is created, we need a sample JSON request. 

Make the Apex REST API accessible to everyone

With the appropriate authorization, we can utilize the Apex REST API at this time. In order to be utilized as a Salesforce Webhook, this API must be publicly accessible. And using Setup->Sites, we can create a Salesforce site for it.

Configure Shopify’s webhooks

The REST API is now ready for use. Next, we will configure this API in Shopify’s webhook notification. 

Open your Shopify store as an admin user, then navigate to the settings area. All webhook alerts will appear in the notification menu. 

Integrity Testing

We will now use Shopify to create customers in order to test our application (above). Give all the information required to create a customer. 

Employ a Salesforce Consulting Firm 

By carrying out a smooth interface between Shopify and Salesforce, you can get a competitive edge. Any of the aforementioned integration techniques can be used to benefit from consolidated data and dashboards that assist users in managing Shopify stores. 

However, you run the risk of having an integration fail if you need assistance comprehending or identifying an error. Therefore, even if there is some doubt, you should work with a Salesforce Consulting firm to guarantee seamless Shopify and Salesforce connection. 

• Adopt an Agile Strategy
• Adjust to a Particular Time Zone
• Possess full control over the project’s qualified team of professionals
• Prioritise Seamless Communication Customizable Engagement Options for Data Protection

Which method for Shopify and Salesforce integration is best? 

The solution you choose for integrating Salesforce and Shopify will depend on your technical proficiency and business requirements. The Shopify app (which we described above) can be used if all you need to do is sync your data but you lack the necessary competence. It accomplishes this without requiring you to write any code.  

On the other hand, a third-party integration platform or custom integration can be a good solution to meet your advanced functionality requirements or to integrate other systems and applications. 

Conclusion

As we come to a conclusion, we hope you have learned why you should combine Shopify and Salesforce and identified an appropriate method to do so. To help your company and increase your revenue, you should do this action. 

We’ve listed the top five alternatives for integrating Shopify with Salesforce; pick the one that best suits your unique business needs and level of experience. 

Let’s say you’re seeking experts to combine these two platforms. To finish your task successfully in that situation, connect with a skilled Salesforce Integration Partner who has experience integrating Shopify and Salesforce. 

Contact a Salesforce development business right away!