INTEGRATIONS
With CRM systems
Integrate Shopify with your CRM systems and automate business processes based on the deal won on the CRM app. The processes that you can automate includes contact management, monitoring product listings and leads along with customer acquisition opportunities, launching high convertible campaigns, and sending order invoices.
How does it work?
When orders are placed in your Shopify app, the customer information is populated in your CRM app. You can automatically create a fulfilled deal or update of a deal in the CRM app.
Orders
The orders placed in the Shopify account get automatically transferred to the CRM app. When there are new orders made, the customer details are automatically updated along with the order status.
Customers
All your customer data are stored at one place that makes lead management easy by sending personalised emails or messages to the customers or including them in targeted email campaigns.
Shipments
Keep track of multiple items being shipped along with the updates on status, date, tracking information, etc.
Stocks
Sell your products on the app and keep track of your stocks by linking your product pages to your existing CRM app.
With accounting systems
Integrate accounting apps with Shopify and ensure that your webshop customers, orders and invoices are automatically created in the app. Automatically update and populate your accounting system with invoices, purchases, customers, orders, stock amounts, and credit notes with effective data sync and warehouse management.
How does it work?
Have your accounting system automatically updated with invoices, purchases, customers or orders using the correct products, customer groups and VAT zones when an order is placed in the Shopify app.
Orders
When an order is placed in the Shopify webshop, the order details are transferred to the accounting app for automatic invoice creation.
Customers
The customer information can be used in the accounting app, who has already placed an order or made a purchase, to create an existing customer or update one.
Products
The product listings on the webshop are populated into the accounting system before invoice creation, which is basically an early requirement.
Inventory
If the accounting app is integrated with your inventory system, there can be an updated inventory when any stock out or stock in is happening.
VAT
Before the invoie is sent, the accounting system validates the applicable VAT rules in the account.
With marketing systems
Integrate Shopify with your inbound as well as outbound marketing system to attract, engage, and nurture your customers. Export the customer data from Shopify to the mailing lists and send them automated and personalised campaign emails or messages.
How does it work?
Generate leads on Shopify and add them to the marketing app to build better customer relations with this integration in place.
Orders
When an order is placed on Shopify, the details are transferred to the marketing app where you can set up targeted email campaigns.
Customers
The customer information can be used in the marketing app. If the marketing app is linked with the CRM and Shopify app, it can also take customer information from there.
With inventory management systems
Integrate Shopify with your inventory management system and sync your inventory. Automate managing your stock update and sales orders and ensure that a fulfilled sales order creates an invoice in Shopify. You can monitor availability of raw materials and finished products to fulfill Shopify sales orders.
How does it work?
Sync your inventory and import your sales orders by integrating Shopify with inventory management apps and visually manage your order fulfillment and production.
Orders
The order can be transferred to the inventory management system for it to be delivered, once an order is placed in the webshop.
Inventory
Maintain your inventory and update your stocks automatically that prevents stock outs.
Order fulfillment status
Once the shipment is complete or delivered, a new order status is created in the Shopify app automatically.
With production management systems
Integrate Shopify with your production management system and import all your products, customers and orders from your Shopify store and automate inventories, suppliers, and purchase orders and ensure that a fulfilled manufacturing order creates an invoice in Shopify.
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How does it work?
Sync your inventory and import your sales orders by integrating Shopify with inventory and production management apps and visually manage your order fulfillment and production.
Orders
The order can be transferred to the inventory management system for it to be delivered, once an order is placed in the webshop.
Inventory
Maintain your inventory and update your stocks automatically that prevents stock outs.
Order fulfillment status
Once the shipment is complete or delivered, a new order status is created in the Shopify app automatically.
With Payment systems
Integrate Shopify with payment apps and securely accept payments for the orders placed on and manage all your subscriptions. Give your customers flexible options and billing frequencies.
How does it work?
Customer
When a customer places an order on the webshop, the details are transferred to the payment app or generation of the invoice.
Orders
When an order is placed in the Shopify app, the payment link is automatically sent to the customer along with the invoice.
Products
Store your product listings on the payment app and keep track of the stocks automatically.
FEATURES
Boost your sales and improve conversions with the customisations available with us.
Sync all the customer data from Shopify app to the central CRM system for understanding the customer behaviour.
Based on the responses, segment your customers and qualified leads into your CRM system.
Integrate Shopify and manage your products, orders and inventory online and receive payments.
Start the conversation about how Cloudify can help your business. Got a particular question or want to schedule a call?