This week, I’ll give you the inside scoop on how to integrate Shopify’s CRM (Customer Relationship Management) with ClickFunnels’ CRM in order to create a more efficient workflow for your sales and marketing efforts.

What is Shopify’s CRM?

If you’re reading this, then you’re already aware that Shopify is a popular eCommerce platform used to sell physical and digital products online.

What you may not be aware of is that Shopify has their own Customer Relationship Management (CRM) software that can be integrated with your eCommerce store’s customer data.

The CRM in Shopify is extremely robust and can be customized to fit individual needs. It provides a single source of customer data that can be accessed from anywhere on the platform. The following are some of the key features of Shopify’s CRM:

  • Customer Data: This feature allows stores to upload a CSV file containing customer information like names, email addresses, phone numbers, etc.
  • Sales Data: This feature allows stores to track the progress of sales as they’re happening and access important data like purchase history, order details, and more.
  • Lead Management: This feature allows companies to track and nurture potential leads before they become customers.
  • Marketing Analytics: This feature allows companies to track the performance of their marketing campaigns and quickly identify which strategies are working and which ones need to be tweaked.
  • Customer Management: This feature gives companies the ability to assign customers to groups and manage their interactions from one place.
  • Chats: This feature allows companies to communicate with their customers via one-on-one messages.
  • Events: This feature allows companies to create marketing and sales events that they can trigger based on activity in the system.
  • Blogger: This feature allows companies to create blogs and gain increased visibility online.
  • Downloadable Content: This feature gives companies the ability to create downloadable products like eBooks, PDFs, and more.
  • Forecasting: This feature allows companies to predict the demand for their products and act accordingly.

Why should you integrate Shopify’s CRM with your marketing and sales efforts?

The first question you should ask yourself is, “Do I need a CRM?”

If you’re reading this, then the answer is a resounding yes! Why? Because having a CRM will make your job easier and more efficient. It’ll keep track of all the customer information, marketing activity, and sales activity in one place so that you can easily access this data when you need it. This makes following up with customers and prospects much simpler and much less frustrating. It also makes creating a successful marketing campaign much simpler because you can always refer back to previous efforts and know exactly what worked and what needs to be changed. This centralization of customer data prevents important information from being lost in scattered emails and the like. It also means that there’ll be fewer data entry errors because all the information will be available in one place. This leads to simpler, more accurate financials as well.

Now that you have an answer for the question, “Why should I integrate Shopify’s CRM with my marketing and sales efforts?” You can move on to the next question, “How can I integrate Shopify’s CRM with my marketing and sales efforts?”

How can I integrate Shopify’s CRM with my marketing and sales efforts?

Now that you know why you should integrate Shopify’s CRM with your marketing and sales efforts, let’s talk about how you can do it. First off, you’ll need a CRM system integrated with your Shopify store. Fortunately, Shopify provides many options when it comes to integrating their CRM with your store. You can choose from a variety of popular integrations like the one described below or create your own custom integration.

The following are the steps to create a custom integration between your Shopify store and your CRM:

  1. From your Shopify dashboard, click on Integrations.
  2. In the Integrations page that pops up, click on the + symbol in the top right corner to add a new integration.
  3. In the search bar at the top of the page, type in the name of your CRM and click on Search. (Make sure the “Create a new custom integration” option is selected above the box that appears.)
  4. Click on the Custom Integration button that appears next to the Google CRM.
  5. You’ll now see a form that needs to be filled out. You can get the short version by leaving the default values and clicking on Create Integrations.
  6. You’ll be directed back to your Shopify dashboard.
  7. From your Shopify dashboard, click on Settings.
  8. In the Settings page that pops up, click on Integrations.
  9. In the Integrations section, you’ll see the new integration you just created. You can click on it to view the settings for that integration.
  10. Scroll down to the bottom of the page and click on Save Settings.
  11. You’re now back to the Shopify dashboard. You can close the settings page by clicking on the X in the top right corner.

Once you’ve followed the steps above, you’ll be able to see your Shopify store’s customer data in your CRM whenever you log in. Additionally, you can click on Reports > Invoicing to pull up a list of the outstanding invoices for your customers. To give it a try, click on the blue button in the upper right corner of your Shopify dashboard.

What if I already have a CRM?

If you’re reading this, then you’re probably wondering what happens if you already have a CRM system. In that case, you can still integrate Shopify’s CRM with your existing customer data though it may not be as straightforward as signing up for a new system. The following are the steps to integrate Shopify’s CRM with your existing customer data:

  1. Log in to your existing CRM system.
  2. Click on the menu icon (it looks like a folder) in the upper right corner.
  3. Click on the Settings tab at the top of the page.
  4. Go to the Integrations section.
  5. Click on the + symbol in the top right corner to add a new integration.
  6. In the search bar at the top of the page, type in the name of your CRM and click on Search. (Make sure the “Create a new custom integration” option is selected above the box that appears.)
  7. Click on the Custom Integration button that appears next to the Google CRM.
  8. You’ll now see a form that needs to be filled out. You can get the short version by leaving the default values and clicking on Create Integrations.
  9. You’ll be directed back to your existing CRM system.
  10. From your existing CRM system, click on Reports > Invoicing to pull up a list of the outstanding invoices for your customers. To give it a try, click on the button in the upper right corner of your existing CRM system.
  11. If you need to create a new customer account to access your Shopify store’s data, then you can do so from your existing account. Just click on the New Customer tab in the upper right corner of your existing account’s dashboard.
  12. Once the account is created, log in and follow the steps above to integrate Shopify’s CRM with your store.

With these steps, you’ll be able to easily integrate Shopify’s CRM with your marketing and sales efforts. You can now take advantage of all the features this powerful tool has to offer and improve your efficiency and ability to serve your customers better. So, can the CRM in Shopify be integrated with the CRM in ClickFunnels? Most definitely! To give it a try, click on the button in the upper right corner of your Shopify dashboard.