Salesforce Shopify Integration - Customers & Orders
The ERPPlugs Shopify-Salesforce connector syncs Shopify customers, orders, products, and refunds with Salesforce. Customers become Contacts or Person Accounts, orders become Order records, and abandoned checkouts can create Leads or Tasks. It uses the Shopify Admin API and webhooks together with Salesforce REST APIs.
Bring Shopify customers, orders, and refunds into Salesforce so sales and service teams see the full purchase history on each record.
What this connector does
Shopify holds the order and customer data, while Salesforce is where B2B reps, account managers, and service agents work. This connector links the two so a Shopify customer becomes a Salesforce Contact or Person Account, orders appear as Order records with line items, and refunds update the related case or record. Webhooks from the Shopify Admin API keep Salesforce current without polling every record.
At a glance
- Category
- ecommerce
- Capabilities
- 12
- Synced data types
- 5
- Setup time
- ~5 minutes
What changes when you plug ERPPlugs in
See how automation transforms your Shopify-Salesforce workflow.
| Task | Manual Integration | ERPPlugs |
|---|---|---|
| Customer records | Shopify customers are exported as a CSV and imported into Salesforce periodically | Customers sync from Shopify to Contacts or Person Accounts as they are created |
| Order history | Service agents open Shopify in another tab to check what a customer bought | Orders with line items appear on the Salesforce customer record |
| Abandoned carts | Abandoned checkouts are only visible in Shopify, so sales never follows up | Abandoned checkouts can create a Lead or Task for outreach |
| Refund handling | Refunds are processed in Shopify and the account owner learns about it later | Refund events update the Order and can notify the owner |
| B2B draft orders | Reps send order details to the store team to create a draft order manually | Draft orders can be created in Shopify directly from an Opportunity |
Built for teams that need reliable automation
The Shopify <-> Salesforceconnector fits into finance, ops, and revenue teams that have outgrown copy-paste — the ones whose month-end close should not depend on a spreadsheet, whose ledger accuracy should not depend on human vigilance, and whose sales velocity should not stall behind an accountant's inbox.
Below are the roles that get the fastest return the moment this connector goes live. If yours is on the list, the payback is typically visible in the first billing cycle.
Ecommerce Manager
Runs the Shopify store and wants customer and order data available to the rest of the company in Salesforce.
B2B Sales or Account Manager
Sells wholesale or repeat orders and needs purchase history plus a way to raise draft orders from an Opportunity.
Customer Service Lead
Needs agents to see orders and refunds on the Salesforce record when a customer contacts support.
How data flows and what gets synced
The bridge between Shopify and Salesforce, and the exact records that move across it.
Shopify
ERPPlugs Engine
Salesforce
| Data Type | Direction | Frequency |
|---|---|---|
| Customers | Shopify → Salesforce | On webhook |
| Orders | Shopify → Salesforce | On webhook |
| Products & Variants | Bidirectional | Scheduled |
| Refunds & Cancellations | Shopify → Salesforce | On webhook |
| Draft Orders | Salesforce → Shopify | On Opportunity stage change |
Common automation scenarios
Real workflows this connector automates for you.
When
New order placed on Shopify
Order and line items created in Salesforce and linked to the matching Contact
When
Checkout abandoned with a known email
Lead or Task created for the account owner with the cart contents
When
Refund issued in Shopify
Order status and refund amount updated in Salesforce
When
Opportunity moved to Proposal Accepted
Draft order created in Shopify for the customer with the agreed items
What's included
Everything this connector automates out of the box, no extra setup required.
Key Benefits
What changes for your team once this connector goes live.
Purchase History in the CRM
Reps and agents see orders and refunds on the customer record.
Follow Up on Intent
Abandoned checkouts become Leads or Tasks for outreach.
Unified Customers
Shopify buyers match to existing Salesforce records instead of duplicating.
Scoped API Access
Only the Shopify scopes you approve are used.
Try the Shopify ↔ Salesforce Connector Free
Start with 1 connector and 100 transactions/month — no credit card required. See real data flowing between Shopify and Salesforce inside 5 minutes.
Compliance-ready. Live in minutes.
What you get out of the box for statutory compliance — and the exact steps to go live.
Compliance & Compatibility
Shopify
Shopify (all plans with Admin API access) including multiple stores
Salesforce
Salesforce Sales Cloud and Service Cloud — Enterprise, Unlimited, and Performance editions
Setup in Minutes
Connect Shopify
Install the ERPPlugs app on your store and approve the Admin API access scopes.
Connect Salesforce
Authorize ERPPlugs through a Salesforce Connected App and choose Contact or Person Account handling.
Map Customers, Orders and Products
Match fields, tags, and metafields, and set rules for guest orders and multiple stores.
Backfill and Go Live
Import recent history if needed, check a sample of records, then enable webhook-driven sync.
7-Day Free Trial
Start free for 7 days — no credit card required
Connect your ERP and start syncing in 5 minutes. Try ERPPlugs free for 7 days — no commitment, no payment details, cancel anytime.
- Full access to all 150+ ERP connectors
- Real-time data sync across every integration
- No credit card required to start
- 7 days, cancel anytime — no long-term commitment
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Frequently Asked Questions
ERPPlugs supports both. If your org sells to individuals and has Person Accounts enabled, customers can be created that way. For B2B stores, ERPPlugs can map a company name to an Account and the buyer to a Contact. You choose the model during setup.
ERPPlugs can create a Shopify draft order from a Salesforce Opportunity at a stage you select. The draft order carries line items, customer, and discount details. A payment link or invoice can then be sent from Shopify according to your store setup.
Guest orders have no customer record, so ERPPlugs matches on email address to an existing Contact or creates a new one. If the email is missing, the order is held for review rather than attached to a wrong record. Matching rules can be adjusted.
Yes. Each Shopify store is connected separately, and records can be tagged with the store they came from. You can map stores to different Salesforce record types, owners, or price books. This is useful for regional or brand-specific storefronts.
ERPPlugs updates the related Order status and refund amount in Salesforce when Shopify sends the refund event. If you map it, a Case or Task can be created for the account owner. The original order record is kept for history.
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