Shopify CRM Integration

When customer purchase history lives in Shopify and account relationships live in the CRM, your sales and marketing teams are working from incomplete data. Shero connects Shopify to Salesforce, HubSpot, Zoho, and custom CRM systems so customer data, order history, and account status flow both ways, giving every team a single view of the customer.

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Shopify Premier Partner

16+

Years in business

500+

Projects Delivered

50+

Team Members

98%

Client Retention

40+

CRM and customer data integrations delivered

Connecting Shopify to Salesforce, HubSpot, Zoho, and custom CRM systems for B2B and DTC brands

16+

years on Shopify Plus

Shero has built CRM integrations through every major Shopify customer and order data API release

3

major CRM platforms in active use

Salesforce, HubSpot, and Zoho CRM, with custom integrations for proprietary systems that do not have a certified connector

98%

client retention post-launch

Most Shero clients continue working with the team after launch on support, development, and marketing programs

"I wanted to thank you all for a very successful launch. Our accounting and sales teams are thrilled to have this functionality working, and our customers are taking full advantage of these enhancements. We appreciate the partnership and look forward to more."

Bren Rafaelly, Head of Digital Transformation, Benchmade

What a Shopify CRM integration covers

A CRM integration connects Shopify's customer and order data to the system your sales and account management teams use to track relationships, pipeline activity, and account health. Shero builds Shopify CRM integrations using certified connectors where they cover the requirement, and custom API development where they do not. Every integration is scoped against your specific data model and business logic before any development begins.

• Salesforce + Shopify
• HubSpot + Shopify
• Zoho CRM + Shopify
• Custom CRM via API or iPaaS
• B2B account and contact sync
• Order history and customer lifetime value

Why Shopify brands work with Shero on CRM integration

CRM integrations that map standard contact and order fields take a day to configure. The ones that break in production are the ones where B2B account hierarchies, custom fields, and multi-contact buying organizations were not mapped before the integration was built.

01

Customer data mapped before the integration is built

Shero runs a data mapping session that documents every customer, account, and order field that needs to move between Shopify and the CRM, the sync direction, the trigger conditions, and how conflicts are resolved when the same record exists in both systems. This session prevents the duplicate contact and overwritten field problems that surface in production.

02

B2B account hierarchy and multi-contact sync for wholesale operations

For B2B Shopify Plus clients, the CRM integration covers company account structure, not just individual contacts. Benchmade's dealer accounts in Shopify map to company accounts in the CRM, with multiple contacts, roles, and order history linked correctly. This is different from a standard DTC customer sync, and requires explicit mapping of the Shopify B2B company model to the CRM's account hierarchy.

03

Order history and purchase data flowing to sales teams in real time

A sales rep managing a wholesale account should be able to see the account's last order, reorder frequency, and product mix in the CRM without opening Shopify. Shero configures the order sync so that purchase history, order value, and product data update in the CRM as orders are placed, giving account managers the context they need for outreach and retention.

04

Marketing automation triggered by Shopify purchase behavior

CRM and marketing automation tools like HubSpot and Salesforce can trigger email, sales follow-up, and segmentation based on Shopify purchase events when the integration is configured correctly. Shero maps the purchase events that should trigger CRM workflows: first purchase, repeat purchase, high-value order, and inactivity, so the marketing automation reflects actual customer behavior.

05

Certified connectors where they cover the requirement

Shopify has certified HubSpot and Salesforce connectors that cover standard customer and order sync well. When these connectors cover the requirement, Shero configures them rather than building custom code. When B2B account hierarchy, custom field mapping, or complex workflow triggers fall outside the connector's capability, Shero builds the custom logic to cover the gap.

06

Ongoing integration maintenance for a live CRM operation

CRM data models change as the business evolves. New custom fields, updated account structures, and changes to the sales process all affect how the integration needs to behave. Shero provides ongoing CRM integration maintenance for clients including Benchmade and Tormach so that the connection stays accurate as both Shopify and the CRM evolve.

Our Work

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Well-known American knife manufacturer

Benchmade

For more than three decades, Benchmade has been known for producing high-quality knives for everyday carry, hunting, rescue, and outdoor use. Launched on Magento Commerce Cloud in 2018, the brand partnered with Shero to tap into the surge in outdoor consumer demand and scale their online presence.

Benchmade
Sports equipment for lacrosse and field hockey

STX

STX Sporting Goods is a leading global manufacturer of innovative sports equipment and apparel, catering to athletes and enthusiasts in lacrosse, field hockey, and other team sports. Renowned for its cutting-edge technology and premium products, STX sought to revamp its digital presence to align with its reputation for excellence.

STX
Provide solutions for industrial safety protection

Justrite

JustRite Safety Group is a leading manufacturer of workplace safety products with roots going back to 1906. The brand partnered with Shero to merge four separate Magento stores into a single multi-store megasite, allowing customers to shop across all brands with one shared cart.

Justrite
Premium milled golf putters & golf accessories

Swag Golf

Swag Golf is known for its limited-edition, bold golf gear and lifestyle products with a devoted following. Looking to align their online store with their unapologetic brand identity, the brand partnered with Shero to overhaul their Shopify theme, develop a dedicated evergreen product strategy, and drive stronger conversions.

Swag Golf

Most Shopify CRM integrations scope to 4-8 weeks depending on CRM platform, B2B account complexity, and whether custom field mapping is required.

Scope my CRM integration

How Shero builds Shopify CRM integrations

01

Discovery: Customer Data and Account Mapping

We document every customer, contact, account, and order field that needs to sync between Shopify and the CRM, the direction of each sync, the trigger conditions, and how conflicts are resolved. For B2B clients, we map the company account hierarchy and multi-contact structure before selecting an integration approach.

02

Architecture: Integration Approach and Specification

We select the integration approach: certified connector, iPaaS configuration, or custom API build. We produce a data mapping document covering all fields, transformation rules, sync direction, and conflict resolution logic. For B2B account hierarchies and custom field requirements, we specify the custom logic required before development begins.

03

Build: Integration Development and Configuration

We build the Shopify to CRM data flows with field-level mapping, error logging, retry logic, and monitoring. For certified connectors, we configure and extend. For custom builds, we develop against both the Shopify API and the CRM's API with documented field mappings.

04

UAT: Data Accuracy and Sync Validation

We test the full sync cycle: new customer in Shopify appearing in CRM, order placed updating the account record, marketing trigger firing on purchase event, and conflict resolution when records update in both systems simultaneously. B2B account hierarchy mapping is tested with representative account structures before go-live.

05

Launch and Ongoing Maintenance

Go-live includes an ops runbook covering how to identify sync errors, handle duplicate records, and manage the integration as the CRM data model evolves. Shero provides ongoing maintenance so that CRM field changes and Shopify API updates do not break the integration in production.

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What our clients say.

We design experiences that make a difference. See what our clients have to say about working with us.

STX

"Since partnering with Shero Commerce, our eCommerce revenue has grown by 200%. Their 24/7 support and innovative solutions have been game-changers for our business."

James McKenna

Senior Commerce & CX Manager / STX

Benchmade Knife Co.

"I wanted to take a moment to thank you all for a very successful launch! I know there was a lot of great work put in by everyone to make this happen. Our accounting and sales teams are thrilled to have this functionality working, and that means our customers are also taking full advantage of these enhancements.
We appreciate the partnership in the development and testing, and are looking forward to more enhancements in the future."

Bren Rafaelly

Head of Digital Transformation / Benchmade Knife Co.

Alto Music

"As a long-time client, we at Alto Music have always appreciated their technical expertise, but their recent migration of our site from Magento 2 to Shopify was exceptional. Shero preserved the essence of our beloved loyalty and rewards program, seamlessly integrating it into Shopify’s more efficient framework. The transition not only retained our unique features but also significantly simplified site management and reduced costs. We’re thrilled with the results and highly recommend Shero for any e-commerce needs."

Bobby Montemurro

VP Sales & Marketing / Alto Music

Painful Pleasures

"Our journey from Magento to Shopify was riddled with complexities and challenges. With a vast catalog and intricate B2B logic, we needed expertise that could navigate through these intricacies. Shero Commerce was our beacon. They not only provided innovative solutions but also utilized their vast Magento knowledge to bridge gaps in Shopify’s native features. Now, our platform is seamless, our costs are reduced, and the headaches are a thing of the past. A heartfelt thank you to the Shero team!"

Patrick Rice

CEO / Painful Pleasures

And you?

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