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-Pipedrive sync without building and maintaining custom automation workflows.
The sync runs one way from Shopify to Pipedrive. It does not send CRM changes back to Shopify or create a separate CRM record for every order.
Technical overview
| Property | Value |
|---|---|
| Direction | Shopify → Pipedrive |
| Customer record | Person |
| Shopify B2B company | Organization |
| 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 on Pipedrive Persons.
- 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 Pipedrive. Native name, email, and phone fields are used where supported and are not listed below.
| Field name | Data type |
|---|---|
| Customer ID (Shopify) | varchar |
| Store (Shopify) | varchar |
| Last synced (Shopify) | varchar |
| Sync origin (Shopify) | varchar |
| Import ID (Shopify) | varchar |
| Orders (Shopify) | double |
| Total spent (Shopify) | monetary |
| Last order date (Shopify) | date |
| Last order value (Shopify) | monetary |
| Average order value (Shopify) | monetary |
| Tags (Shopify) | text |
| Email marketing status (Shopify) | enum |
| Customer since (Shopify) | date |
| Last customer update (Shopify) | varchar |
| Language (Shopify) | varchar |
| City (Shopify) | varchar |
| Region (Shopify) | varchar |
| Country (Shopify) | varchar |
| Shopify Company ID | varchar |
Automatic Person field setup
Bidson CRM Sync creates or reuses the required custom Person fields during setup. Technical Shopify customer and import identifiers are hidden from the normal Pipedrive detail view while remaining available to the integration for safe matching and recovery.
In Pipedrive, email and phone values written by Bidson show your Shopify store name. Existing Shopify labels are updated on a later sync when ownership is verified. Manually maintained contact values are preserved. Setup needs 19 Person custom fields, including one hidden contact-ownership field, and one Organization identity field. If field capacity blocks setup, free a custom-field slot or adjust your Pipedrive plan, then check the fields again.
Shopify B2B company synchronization
A Shopify Company is synchronized to a Pipedrive Organization before its customer contacts are linked through the CRM's native company relationship.