If you have a Shopify store, you may be wondering whether you can view customer orders in your account, manage payment processing, trigger automation for follow-up actions, and more. The Shopify integration lets you do exactly that. The process involves two main steps:

  1. Create a Custom App in Your Shopify Store
  2. Connect Shopify to Your Account

Creating a Custom App

Before setting up the integration, you need to create a custom app in your Shopify store.

Selecting "Apps" in Shopify Dashboard

Log in to your Shopify store and click on "Settings" in your dashboard.

Develop Apps

Click on "Develop apps" at the top of the Apps screen.

Enable custom app development if necessary, then click Create an app.

Name the app, select your email under App Developer, and click Create app.

Next, configure the Admin API integration:

  • Enable read\_orders under Orders
  • Enable read\_products under Products
  • Click Save (top right)

Then click Install app and confirm the installation.

Once installed, go to API credentials, reveal the Admin API access token, and copy it using the clipboard icon.

Connecting Shopify to Your CRM System

Once you've done that, go to Settings > Integration in NotLuck CRM and click "Connect" to link your Shopify store.

Setting up the Store

Paste the "Admin API access token," enter the "Name of your Shopify store," and click "Next."

Import Elements

Toggle the switches on the features you want to import to the "ON" position.

Sync Settings

Choose between syncing orders, contacts, products, or collections to the platform, and select the triggers that can be used for automation.

Click Save to finalise the integration.

Now that your store is connected, you can use Shopify workflow triggers to send emails, SMS messages, and more. To learn about other tools you can connect, have a look at the other articles in this section.