Integration: Shopify

The CRM That Plugs Straight Into Shopify

Juicy Goosey installs on Shopify in one click and syncs customers, orders, refunds and abandoned checkouts to CRM records. You see lifetime value, order history and RFM segment on each contact. Run wholesale pipelines, custom order requests and VIP outreach alongside your regular DTC orders.

How The Shopify Integration Works

Four steps. App Store install, then automatic from there.

StepWhat Happens
1. InstallFrom the Shopify App Store.
2. Authorize scopesCustomers, orders, checkouts.
3. Pick sync rulesAll customers, tagged only, or by segment.
4. DoneCustomers, orders and events stream to the CRM.

What You Get

Six features once Shopify is connected.

Full Order History on Every Contact

Every SKU, every date, every refund.

Lifetime Value Per Customer

Total spend, average order, last order, days since last order.

RFM Segments Auto-Built

Champions, loyal, at risk, lost, new, visible as tags.

Abandoned Checkout as a Lead

Goes into a pipeline, not just an email tool.

VIP and B2B Alongside DTC

Wholesale inquiries, custom order requests, partner deals.

Order-Based Automations

First order → welcome plus upsell sequence. Third order → loyalty perk.

What This Replaces or Complements

Honest look at where Juicy Goosey fits around the existing Shopify stack.

ToolWhat It DoesWhat It MissesHow Juicy Goosey Fits
KlaviyoEmail and SMS blastsNo sales pipeline, no wholesale, no one-to-one trackingAdds pipeline, contact timeline, non-email touchpoints
OmnisendEmail and SMS blastsSame as KlaviyoSame as above
GorgiasCustomer support ticketsNo deal tracking, no outbound salesCRM handles sales and outreach side
Shopify FlowAutomations inside ShopifyNo external touchpoints (email threads, calls, forms)CRM captures everything outside of Shopify

Workflows This Unlocks

Wholesale Inquiry → B2B Pipeline

Form or email lands in a dedicated wholesale pipeline with custom stages.

Custom Order Request → Task to Owner

Logged on the customer, owner assigned, reminders fire.

Third Order → VIP Tag + Owner Touch

Auto-tag and assign a real person to reach out.

At-Risk Customer → Win-Back

Haven't ordered in 90 days, sequence runs.

Refund Issued → Retention Task

Auto-create a task for the owner to follow up personally.

For Shopify Plus and B2B Merchants

Multi-Storefront Support

Each store syncs to a separate CRM segment.

Company-Level Records

For B2B accounts, not just per-contact.

Purchase Order Workflow

PO tracking from quote to fulfillment.

Credit Terms Handling

Net 30, Net 60 terms carry on the B2B contact record.

Native Shopify B2B Integration

If you have Shopify B2B enabled, wholesale data syncs end-to-end.

Frequently Asked Questions

Install From The Shopify App Store.

Free 14-day trial. Customer, order and LTV sync included. No per-seat pricing.

Start 14-Day Free Trial
14 days, no credit card