Screenshots

The screenshots use Attio as an example. The same guided flow is available for every supported CRM, from connection to automatic synchronization and activity monitoring.

Back to Bidson CRM Sync

Step 1: Choose a CRM — Step 1: Choose a CRMChoose which CRM should receive customer and order data from Shopify.

Step 1: Connect your CRM — Step 1: Connect your CRMConnect your CRM account to synchronize customer and order data from Shopify.

Step 2: Preview the import — Step 2: Preview the importSee which Shopify customers are new or already exist in the CRM before any data changes.

Step 3: Test the import — Step 3: Test the importSynchronize three test customers and review the result before starting the full import.

Step 4: Verify the test customers — Step 4: Verify the test customersCheck the test customers in your CRM before starting the full synchronization.

Step 4: Synchronize your customers — Step 4: Synchronize your customersThe full import runs in the background, so you can leave the page while customers synchronize.

Automatic synchronization is active — Automatic synchronization is activeNew customer and order changes in Shopify now synchronize automatically with the right customer in your CRM.

Monitor synchronization — Monitor synchronizationSee synchronization health, activity, and import history in one place.

Choose which data is synchronized — Choose which data is synchronizedControl which customer, order, and marketing details are kept current in your CRM.