Here we will cover the steps needed to connect Shopify store. Shopify integration allows you to manage your store from inside of the CRM.
1. Create a Custom App in your Shopify Store.
2. Connect Shopify to your Account.
Before we setup integration you need to create a custom app in your Shopify store.
Login to your Shopify store and click on “Apps” in your dashboard.
As shown in the image below, click on “Develop apps” on the top of the screen highlighted in the below picture.
Then, click on “Allow custom app development” (if you have already enabled this permission then Shopify will take you to Step where you can start creating an app)
Select the option as shown in the image below.
Enter a name for the app (for example “Marvel’s App”), select your email under App developer and click on “Create app”
Once you have clicked on “Create app” option (See previous image) it will take you to the page where you will be required to configure Admin API integration.
Search/scroll down to the “Orders” and You will need to enable at the very least “read_orders” access.
Then, Search/scroll down to the “Products” and You will need to enable at the very least “read_products” access.
Once you’ve enabled read access on “Orders and Product”, save the app by clicking on the “Save” button on the top right
After saving click on the “Install app” as in the image below.
After installing, the “Admin API access token” that you need for the Shopify integration can be found under the API credentials section, click on “Reveal token once” to get access to the token.
Copy the “Admin API access token” by clicking on the clipboard icon.
After setting up the shopify app, you can go to the Settings->Integration area of your CRM and Click on the “Connect” tab to integrate your Shopify Store.
Paste the “Admin API access token” you copied in Step-1.14, enter “Name of your Shopify store” and click “Connect”
Come back to the integration area and you will see the shopify store is now connected to your CRM.
Here we can learn how you can manage the store using the advanced feature.
With workflow triggers, we can set the system to perform several. for example, when customer leaves the store without completing their purchase (see the abandoned checkout option) we can send them exciting offers through email/sms so they can come back and compete their order.
With if/else conditions we can set specific conditions for the system to run the workflow.
With shoping cart element, you can build your
