Bidson

Screenshots

Explore Bidson CRM Sync in pictures, from connecting your CRM to keeping customer details up to date.

Shown in English using Attio. The same guided setup is available for all supported CRMs.

Back to Bidson CRM Sync
Connect your CRM.Choose your CRM and connect it to Shopify to begin setup.
Choose which customers reach your CRM.Sync customers with selected Shopify tags, only new customers, or all customers. This example selects 50 customers with cohort-b2b.
Choose which customer data to sync.Choose which Shopify details stay up to date in your CRM.
Test before enabling automatic sync.Try synchronization with three customers before moving on.
Check the test results.The test import is complete. Review the three customers in your CRM before continuing.
See customer order summaries in your CRM.See order totals and Shopify data directly on the customer record in Attio.
Check matches before importing.Let Bidson check existing CRM records before you import more customers.
Review the import before you start.Review the import scope and estimated time before confirming.
Your import keeps working in the background.Track progress as customer information moves into your CRM.
Up-to-date customer details, less manual work.Selected customers stay up to date in your CRM when their Shopify details change.
See what has synced.Follow activity, import history and results in one place.
Make synchronization fit your needs.Control which customer details stay up to date in your CRM.

Read the setup guide