Running an online store is fast-paced and exciting, but it can also mean juggling a hundred small tasks just to keep things ticking. Capsule’s Shopify integration gives you one less thing to think about.
Shopify helps you sell. Capsule helps you build relationships. When you connect the two, you unlock a streamlined workflow that keeps your contacts organized, your follow-ups timely, and your team focused on what matters most: growing your business.
Why Connect Shopify with Capsule?
Whether you’re packing your first 50 orders or scaling to thousands, this integration helps you automate key tasks across your sales and customer journey. Here’s what you can expect when you bring Capsule and Shopify together:
1. Instantly add new customers to Capsule CRM
When a new customer purchases something from your Shopify store, the integration automatically finds or creates a new contact record in Capsule CRM, logging important details like:
- Order number
- Items purchased
- Item price
This way, you can find both customer data and order information in one centralized location - and without the pain of manually writing up each purchase.
2. Full order history at a glance
Help your team help your customers: with instant access to each customer’s full order history in their own contact record, your team can quickly locate order activities to pick and pack or deal with any support issues in a cinch.
3. Smarter order fulfilment
It’s not just about recording your orders: Capsule CRM offers project management. And you can tailor your automations so that as soon as a new sale comes in, a new ‘project’ is created in a bespoke order fulfilment board.
With your order fulfilment board, your team can keep track of each order’s status and what needs to happen next for better efficiency and reduced errors.
Top tip: Connect Capsule CRM and Transpond to share automated updates with customers when their order leaves your warehouse.
4. Recover abandoned carts
There are constant distractions in our everyday lives, so it’s all too easy to add items to cart, navigate away, and forget.
Help your customers complete their purchase by reminding them of their abandoned carts with this Shopify integration: your custom-built Zap kicks in when a cart is abandoned, creating or updating the user’s contact record in Capsule CRM.
From there, you can prompt other automations to send email or SMS campaigns to nudge the shopper or encourage them to check out with a unique discount code.
Or add the contact to a custom Saved List to enroll them in remarketing campaigns for longer-term nurturing.
5. Proactive follow-up and nurturing
Automatically applying Tags and Custom Fields to your Shopify customers means you can filter your records to easily segment contacts for targeted communications using tools like Transpond and MailChimp.
Whether it’s a thank-you email, product recommendations, or reminders about items left in their cart, you’ll stay connected long after the sale.
6. Automatically log order data and other notes
Each new order can trigger a note to be added to the customer’s contact record, giving your team instant context for future conversations, without any manual logging.
Setting up the integration
This integration is powered by Zapier, a tool that connects Capsule with Shopify using automated workflows called Zaps. You’ll need a Zapier plan that supports multi-step Zaps.
Top tip: Before you start, create Custom Fields in Capsule CRM to make the Zap setup much smoother. For instance, you may need a Custom Field for “Order Count” or “Order value”.
Here’s how to get started:
- Create or log in to your Zapier account.
- Once you’ve signed up and logged into Zapier, it’s time to start a new Zap.
- For your trigger app, choose Shopify and select a relevant trigger (e.g. New Paid Order, Abandoned Cart, Order Fulfilled).
- Add Capsule as your action app and choose actions like Create Contact, Update Contact, or Create Note.
- Map the relevant Shopify fields to the correct fields in Capsule.
- Tell Zapier where to send customer data from Shopify (e.g. name, email, order value) within your Capsule records.
- Test your Zap and make sure everything is syncing as expected.
- All that’s left to do is turn it on and let Zapier take care of the rest.
You can create advanced workflows, like:
- Creating a Capsule task when an order is placed
- Tagging contacts based on products purchased
- Assigning new leads to a team member automatically
For detailed support, visit our Shopify integration guide.
Save time and sell more
Capsule CRM and Shopify are both designed to help small businesses thrive: together, they make a powerful pair. With order data and customer details flowing seamlessly between platforms, you’ll save time, reduce errors, and deliver a more personalized experience every time someone shops with you.
So if you’re ready to lighten your workload and strengthen your customer relationships, connect Capsule to Shopify today. Your future self will thank you.
Visit our support center for a detailed guide on setting up the Shopify connection.
Get started with Capsule’s free CRM today or try any plan free for 14 days to discover easy, agile business management.
