KPL-1664

Keep Shopify and Zoho CRM 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. With this connector, what happens in Shopify lands in Zoho CRM by itself, in the shape Zoho CRM expects. Request it and you get access; you hear from us within 24 hours.

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 by hand and search first whether someone exists, so no duplicate customer appears.

What you get out of it

What Shopify to Zoho CRM saves you

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

What travels across the link

Everything this connector moves between Shopify and Zoho CRM, and how often.

  1. Contacts

    to Zoho CRM automatically

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

  2. Leads

    to Zoho CRM automatically

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

  3. Notes

    to Zoho CRM automatically

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

Both sides

What each side expects

Shopify and Zoho CRM 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.

Zoho CRM

A CRM hangs everything off a contact, so that contact has to exist first and be recognisable, usually by email address.

In four steps

Setting it up

  1. 01

    Request the connector

    Request the Shopify to Zoho CRM connector and get access. You hear from us within 24 hours.

  2. 02

    We agree what should travel

    Together we settle what should travel out of Shopify. A CRM hangs everything off a contact, so that contact has to exist first and be recognisable, usually by email address.

  3. 03

    Test and switch on

    You check the connector on a few test records before anything becomes final, then it runs by itself.

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.
  • An account you administer, with access to the data you want linked.

Where it runs

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

Request this connector: tell us what you need and we reply within 24 hours.

Common questions

Can you connect Shopify to Zoho CRM?

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

Does the connector prevent duplicate contacts in Zoho CRM?

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

Which contact in Zoho CRM 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 Zoho CRM matches what was actually settled and you correct nothing by hand.

What does connecting Shopify and Zoho CRM 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 Zoho CRM?

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 Zoho CRM 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 Zoho CRM?

You give Schakel access to Shopify and Zoho CRM 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.

Another pair

Connect a different pair

Shopify and Zoho CRM is one of many. Pick two systems and see what travels between them.

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Missing something you need?

Tell us what Shopify and Zoho CRM 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.