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Shopify Integration Overview

Experience the power of two platforms with EngageBay’s built-in Shopify integration. EngageBay lets you market, sell, and support from a single platform. With the Shopify integration, you can now set up an online store and sell to your existing contacts, get order details, analyze customer behavior, and target opportunities at the right time.

With the EngageBay-Shopify Integration, you can:

  • Connect your Shopify account directly with EngageBay.
  • Segment customers based on custom Shopify events like cart abandonment, first-time visitors, and more.
  • Gain powerful insights into your customer behavior, purchase patterns, and customer lifetime value – all in one intuitive dashboard.
  • Sync customer orders, details, and contact information to EngageBay from Shopify and manage them as ‘Deals’.
  • Segment your audience using Shopify tags and launch eCommerce campaigns.

Shopify Integration Features

Sync, Segment, and Sell

Sync all your Shopify customer data, order history, purchase decisions, and customer behavior patterns with EngageBay. Use this valuable information to identify new opportunities and target your customers at the right time, in the right way.

Automate Your Online Shop

Avoid manual, grunt work. Instead, set up powerful automations that identify cart abandonment and cross-selling / upselling opportunities. Get customer orders, contact information, and product information as “Deals” in EngageBay – and make use of our powerful suite of sales tools to sell more

Add Shopify Products to Your Deals

It’s finally here! You can now sync Shopify products as ‘Products’ in EngageBay and add them to Deals. With this feature, you can track your deals, use our powerful automation tool, and sell faster.

Draft Shopify Orders As Deals

With the Shopify integration, you can now sync and draft orders on behalf of your customers directly from EngageBay. Orders get saved as ‘Deal Tracks’ in EngageBay, thus helping you manage all your orders from one place. Talk about delivering exceptional customer support!

Make Payments a Breeze

Payments and orders have never been easier. “Shop. Click. Buy. Repeat.” This is how easy it is for your customers to buy your products and services. You can manage all your transaction details in one place for easy access.

Market and Sell Like a Boss

The Shopify integration seamlessly integrates with EngageBay’s all-in-one marketing, sales, and customer support software. You can now nurture your leads, set up shop online, close deals faster, and resolve queries in minutes – all from one powerful, integrated platform.


Shopify Integration Setup Instructions

Shared data

Shared data improves platform capabilities.

Shopify Data Data Flow EngageBay Data
Customers Contacts
Orders Deals
Products Products, Deal Tags

Shopify connects and integrates with these EngageBay features

Contacts Contact Activity
Automation Workflows
Deals Products
BG Shape


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