This tutorial outlines the complete process for connecting your Shopify store with your CRM system, allowing you to manage key store functions without leaving the platform. The integration requires two key stages: creating a custom Shopify app and linking it with your CRM.
Stage 1: Setting Up a Shopify Custom App
To enable the integration, a custom app must first be created in your Shopify store.
Navigating to the App Area
Begin by logging into your Shopify account and choosing the “Apps” option from the dashboard.
Building a Custom App
Select the "Develop apps" option at the top of the screen to proceed.
Authorize Custom App Creation
To enable app creation, click "Allow custom app development." If this option is already enabled, continue to create the custom app.
Generate Your App
Click "Create an app" to begin developing the custom app.
Enter App Information
Name your app (e.g., "Marvel's App"), select your email in the App Developer field, and click "Create app" to proceed.
Setting Up Admin API Permissions
Once the app is created, configure the Admin API permissions.
Grant Read Access for Orders
To permit order access, enable "read_orders" under "Orders."
Enable Product Read Permissions
To grant the system access to your product data, enable "read_products" under "Products."
Save Changes and Complete App Setup
After configuring the required permissions, save your settings by clicking "Save" in the top right corner.
Complete App Installation
Next, click "Install app" to add it to your Shopify store and confirm the installation.
Stage 2: Connecting Shopify with CRM
After successfully creating the app, head to your CRM system. In the "Settings" menu, go to the "Integrations" tab and choose Shopify. Then, click "Connect."
Provide Shopify Access Token
In the provided fields, paste your Shopify "Admin API access token" and input your store's name, then click "Connect" to link your Shopify store.
Handling Existing Shopify Links
If the store has been linked before, the system will provide options to either remove the current connection or re-establish the integration in a different location.
Utilizing Shopify’s Advanced Tools
Once the integration is complete, leverage the CRM’s advanced Shopify features to optimize workflows and enhance store management.
Automated Workflow Triggers
The system allows you to automate actions with workflow triggers, like sending offers to customers who leave their checkout process incomplete.
Email Builder with Cart Integration
Build personalized emails using shopping cart elements to tailor your marketing efforts based on your customers' behavior.
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