Why choose Bidson CRM Sync?
- Eliminate manual exports and recurring automation workflows.
- Give your sales team current customer and purchase insights.
- Start with new customers, or include existing customers and their B2B companies. Historical import is optional and can be started later.
- Update existing records while reducing unnecessary duplicates.
- Let synchronization resume automatically after temporary errors.
Is Bidson CRM Sync right for you?
Bidson CRM Sync is designed for merchants who want a reliable Shopify-to-Close sync without building and maintaining custom automation workflows.
The sync runs one way from Shopify to Close. It does not send CRM changes back to Shopify or create a separate CRM record for every order.
Technical overview
| Property | Value |
|---|---|
| Direction | Shopify → Close |
| Customer record | Contact |
| Shopify B2B company | Lead |
| Updates | Automatic after setup and test confirmation |
| Matching | Saved CRM link and Shopify customer ID |
| Field setup | Required fields are created or reused automatically |
What gets synchronized?
- Customer identity, email, phone, tags, marketing state, and optional coarse location.
- Order count, total spent, average order value, and latest-order details.
- Automatic after setup and test confirmation.
Show 19 CRM fields
Bidson CRM Sync creates missing fields and reuses compatible fields in Close. Native name, email, and phone fields are used where supported and are not listed below.
| Field name | Data type |
|---|---|
| Customer ID (Shopify) | hidden |
| Store (Shopify) | text |
| Last synced (Shopify) | datetime |
| Sync origin (Shopify) | text |
| Import ID (Shopify) | hidden |
| Orders (Shopify) | number |
| Total spent (Shopify) | number |
| Last order date (Shopify) | datetime |
| Last order value (Shopify) | number |
| Average order value (Shopify) | number |
| Tags (Shopify) | text |
| Email marketing status (Shopify) | choices |
| Customer since (Shopify) | datetime |
| Last customer update (Shopify) | datetime |
| Language (Shopify) | text |
| City (Shopify) | text |
| Region (Shopify) | text |
| Country (Shopify) | text |
| Shopify Company ID | hidden |
Shopify B2B company synchronization
A Shopify Company is synchronized to a Close Lead before its customer contacts are linked through the CRM's native company relationship.