How to connect your Shopify store to ZendeskConnect

The Shopify integration is available on the following plans:

• Plus
• Professional
• Enterprise

Use the Shopify for ZendeskConnect integration to send purchase and abandoned cart data from your Shopify store into your ZendeskConnect account.

In this article:

• Information shared with Shopify
• Connect your Shopify store to your ZendeskConnect account
• Manage your Shopify integration
• Additional information

Take note

• This integration is a one-way sync from Shopify to ZendeskConnect
• Contacts synced from this integration will receive the following tag in ZendeskConnect:  shopify-customer
• Checkouts, abandoned carts, and "Accepts Marketing" opt-in preferences will sync to your ZendeskConnect account for both logged in customers and guests
• Orders of any status will sync to your ZendeskConnect account as they happen. This includes orders where payment is accepted, pending, failed, and refunded

Information shared with Shopify

Per Shopify's Terms of Service, this integration will send contact data from your ZendeskConnect account back to your Shopify account. This applies when you update contacts in ZendeskConnect who exist on both platforms.

The information shared with Shopify includes:

• First name
• Last name
• Phone
• Email
• Accepts Marketing field value 

Connect your Shopify store to your ZendeskConnect account

To connect your Shopify store to ZendeskConnect:

1. From your ZendeskConnect account, click "Settings" (gear icon).

2. The Settings menu will expand. Click the "Integrations" option.

3. The "Connected Integrations" page will open. Click the "Add Integration" button.

4. A modal window will appear. Click the "Shopify" option.

5. Accept the Shopify Terms of Service by clicking the checkbox then clicking the "Accept" button.

6. A "Shopify Integration" modal will appear. Type the Shopify store name into the field provided, then click the "Connect" button. 

7. A new tab will open in your browser. Follow the steps to log into your Shopify account.

8. In your Shopify account, you will see a page called "You are about to install ZendeskConnect CX Automation." Click the "Install app" button.

9. You will be redirected back to your ZendeskConnect account. A confirmation modal will appear. Click the "Done" button.

Your Shopify store is now connected to ZendeskConnect and has a "Connected" status on the Settings > Integrations page.

Manage your Shopify integration

Once your Shopify store is connected, you can manage or disconnect the integration at any time.

To access these options:

1. Click "Settings" (gear icon) in your ZendeskConnect account.

2. Click "Integrations."

3.  Click the "Shopify" Integration listed on the page. The "Manage" and "Disconnect" options will appear:

Manage options

Clicking the "Manage" button will present a modal window:

Here you can:

• Configure Abandoned Cart Settings
  Determine how long ZendeskConnect should wait after a contact abandons their cart before triggering an automation that uses the "Abandons Cart" trigger. Choose from 1 hour (recommended), 6 hours, 10 hours, or 24 hours.

• Historical sync
  Clicking the "Sync Historical Data" button will sync the following data from Shopify into your ZendeskConnect account:
  • All contacts in your Shopify account along with any orders that they made
  • All contacts in your Shopify account that have not placed any orders with you
  • All orders placed by contacts that already exist in your ZendeskConnect account
  • Synced historical data will not trigger any automations to run that use the "Makes a purchase" automation trigger.

"Disconnect" button

Clicking the "Disconnect" button will prevent future order and customer data from syncing into your ZendeskConnect account.

Any data already synced from that Shopify store will not be deleted and will remain even after the store has been disconnected.

Additional information

Data synced from the ZendeskConnect Shopify integration
Learn what Shopify data is synced to your ZendeskConnect account once you enable the integration. 

Use Ecommerce segmenting conditions
Ecommerce segmenting conditions will be available in your account once you enable the WooCommerce integration. You can use these conditions to create "If/Else" forks in automations, conditional content in your campaigns, goal conditions in your automations, set up"Split Test"automations, update a deal score or contact score, send targeted campaigns by creating list segments, and more.

Personalize communications
Use personalization tags generated from this integration in your campaigns and automation emails. Doing so lets you dynamically display product-specific content in your messaging.

Start an automation when a customer makes a purchase
Use the"Makes a purchase" automation trigger to add contacts to an automation as soon as they purchase an item in your store.

View order information in the Conversations Unified Inbox
If you're using Conversations, agents will see an overview of a known visitor's order history. This information will dynamically appear in the Conversations Unified Inbox whenever a known visitor opens a conversation. Agents can use this information to gain greater context when interacting with a visitor, which will allow for deeper engagement. 

Recover abandoned carts
Read about our Abandoned Cart feature and learn how to start an automation when customers abandon their cart. 

Enable site tracking for your Shopify store
See which page in your store contacts are visiting with site tracking.