Integrate CRM and E-Commerce
Understand customers, reach them precisely
Integrating your CRM with your e-commerce platform gives you the complete customer history. Who buys what, when and how often? Personalized outreach based on real purchasing behavior.
Problems without integration
Unknown customers
Shop orders stay anonymous. No link to CRM contacts and their history.
Generic marketing
Without purchase data in the CRM, personalized campaigns are impossible.
Support without context
A customer calls, but the order history is only visible in the shop backend, not in the CRM.
Missed upselling
Sales does not know what the customer already bought. Cross-sell opportunities are missed.
Integration options
Native connectors
HubSpot + Shopify, Zoho + Magento, Pipedrive + WooCommerce. Ready-made apps available.
Middleware
Zapier, Make or specialized tools such as Segment connect any combination.
E-commerce CRM
Klaviyo, Drip and Omnisend are built specifically for e-commerce. CRM and marketing in one.
Custom API
For enterprise shops: a custom integration via the shop API and the CRM API.
Typical use cases
Order history in the CRM
All orders of a customer are visible in the CRM, including products, values and dates.
RFM segmentation
Segment customers by recency, frequency and monetary value for targeted marketing.
Abandoned cart recovery
Follow up on abandoned carts automatically by email or with a sales call.
Identify VIP customers
Tag high value customers automatically and look after them with personal account management.
Post-purchase nurturing
Automatic follow-up sequences after a purchase for reviews, cross-sell and loyalty.
Best practices
Customer matching
Use the email address as the shared key. Capture guest orders as well.
Historical orders
When integrating, import existing orders too, not only new ones.
Real time versus batch
Sync orders in real time. Aggregated data such as CLV can be updated daily.
Mind data protection
Transfer only relevant data. Not every shop detail belongs in the CRM.
Recommended tools & software
Connect your shop and CRM?
We help with the integration for personalized e-commerce marketing.
