KPL-0495
Shopify Teamleader

Keep Shopify and Teamleader updated automatically.

Today you check the Shopify admin for new orders and carry them over into the other system by hand. Refunds and partial cancellations only surface once something no longer adds up. This connector fixes that, and we build it on request: what happens in Shopify lands in Teamleader by itself, in the shape Teamleader expects. Tell us what you need and we agree exactly what should travel.

ContactsLeadsNotes
The problem

What this connector takes off your hands

  • Today you check the Shopify admin for new orders and carry them over into the other system by hand. Refunds and partial cancellations only surface once something no longer adds up.

  • Today you create contacts and deals by hand, first searching whether someone already exists so you do not add a duplicate. Everyone skips that search sometimes, and then there are two.

What you get out of it

What Shopify to Teamleader saves you

  • Record every new Shopify order against the right customer in Teamleader.
  • Record every refund in Shopify against the right customer in Teamleader.
  • Record every new Shopify customer against the right customer in Teamleader.
  • Record every stock change in Shopify against the right customer in Teamleader.
The link

What travels across the link

Everything this connector moves between Shopify and Teamleader, and how often.

  1. Contacts

    to Teamleader automatically

    The person or company lands on the right contact in Teamleader, found by email, so you create nothing twice.

  2. Leads

    to Teamleader automatically

    Every new enquiry becomes a lead in Teamleader, so follow-up does not hang off a stray email.

  3. Notes

    to Teamleader automatically

    The details land as a note on the contact in Teamleader, so the picture of that contact stays complete.

Both sides

What each side expects

Shopify and Teamleader do not describe the world the same way. This is what has to line up.

Shopify

Shopify thinks in orders with line items, a variant per line and a separate customer. Discounts, shipping and VAT sit as their own entries on the order rather than folded into the price.

Teamleader

Teamleader wants to know whether this is a company or a person, and hangs deals and invoices off that contact. Deduplication in practice runs on the email address, so that field has to be filled.

In four steps

Setting it up

  1. 01

    Request the connector

    Let us know you want to link Shopify to Teamleader. We get in touch within 24 hours with a timeline.

  2. 02

    We agree what should travel

    Together we settle what should travel out of Shopify. Teamleader wants to know whether this is a company or a person, and hangs deals and invoices off that contact. Deduplication in practice runs on the email address, so that field has to be filled.

  3. 03

    We build and test

    You see the connector run on a few test records before anything becomes final.

What you need

  • A Shopify store you own or where you may install apps. The connector runs as an app inside your admin, so you sign in through Shopify and need no separate account.
  • A Teamleader account you administer. You grant Schakel access once through Teamleader itself.

Where it runs

Inside your Shopify admin, as an app. You sign in through Shopify, no separate account.

We build this connector on request. Tell us what you need and we reply within 24 hours.

Common questions

Can you connect Shopify to Teamleader?

Yes. Schakel connects through the official APIs of Shopify and Teamleader, so you install nothing on your own server and nothing travels outside those two parties.

Does the connector prevent duplicate contacts in Teamleader?

Yes. Contacts are matched by email, so an existing customer in Teamleader is updated rather than a second one appearing.

Which contact in Teamleader does the information from Shopify land on?

The contact that matches on email. If it does not exist yet, it is created with the details that come across from Shopify.

What happens on a refund or partial cancellation in Shopify?

It comes across, so Teamleader matches what was actually settled and you correct nothing by hand.

What does connecting Shopify and Teamleader cost?

You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.

How often does Shopify sync with Teamleader?

That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.

What if Shopify or Teamleader is briefly unavailable?

Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.

How do I connect Shopify to Teamleader?

You give Schakel access to Shopify and Teamleader once and pick what should travel. We set it up together with you, so no technical knowledge is needed, and after that it runs by itself.

Missing something you need?

Tell us what Shopify and Teamleader should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.