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.
| Step | What Happens |
|---|---|
| 1. Install | From the Shopify App Store. |
| 2. Authorize scopes | Customers, orders, checkouts. |
| 3. Pick sync rules | All customers, tagged only, or by segment. |
| 4. Done | Customers, 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.
| Tool | What It Does | What It Misses | How Juicy Goosey Fits |
|---|---|---|---|
| Klaviyo | Email and SMS blasts | No sales pipeline, no wholesale, no one-to-one tracking | Adds pipeline, contact timeline, non-email touchpoints |
| Omnisend | Email and SMS blasts | Same as Klaviyo | Same as above |
| Gorgias | Customer support tickets | No deal tracking, no outbound sales | CRM handles sales and outreach side |
| Shopify Flow | Automations inside Shopify | No 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