askotter / Integrations / Shopify + Salesforce

integration pair

Connect Shopify and Salesforce for your business

Shopify and Salesforce each hold numbers the other never sees. askotter reads both and tells you, by text, what they mean together.

● Shopify · LIVE + ● Salesforce · COMING SOON

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the short answer

What do you get by connecting Shopify and Salesforce?

askotter reads Shopify and Salesforce side by side and puts both in one report for the business. The owner sees how activity in one leads to results in the other, gets an alert when a number moves and can ask questions by text.

From Shopify: Orders and revenue, Product performance, Customer profiles and segments.
From Salesforce: Leads and opportunities, Account and contact data, Pipeline stages and velocity.
Status: Salesforce is on the integration roadmap, so the matching described here starts when that connector ships.
Not for: Replacing Shopify or Salesforce. Both keep working exactly as they do now.

why connect them

Why connect Shopify and Salesforce

Shopify orders sit beside your Stripe payments, GA4 visits and ad clicks in one report. It fits into our conversion rate optimization work.

matching the records

How Shopify and Salesforce records line up

Shopify and Salesforce both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.

Both tools can hold a phone number. Numbers are normalised to one international format before matching, which catches customers who never gave an email.

Shared between the two: the customer email address, the phone number and the UTM campaign tags.

Salesforce is on the integration roadmap, so the matching described here starts when that connector ships.

What each tool sees on its ownShow less

Shopify on its own

Shopify sees the order and the landing page. It has no view of the ad impressions, emails or searches that came before that session.

Timing. Shopify writes each order the moment it is placed, including the landing page and referring site of the session that bought.

Access. Read-only access through the Shopify Admin API, approved from the store admin.

Salesforce on its own

Salesforce sees leads, accounts and opportunities. It knows which campaign produced a lead only when someone records it there.

Timing. Salesforce opportunity stages move when someone updates them, so pipeline data is as current as the team's CRM habits.

Access. A connected app with read-only access to Lead, Contact, Account and Opportunity.

Related guides

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LinkedIn Ads to Salesforce: Why Your Attribution Is Broken. The gap between what LinkedIn claims and what your CRM shows is a measurement problem nobody set up correctly.

questions

Questions about Shopify + Salesforce

What can I learn by connecting Shopify and Salesforce?

askotter puts Shopify and Salesforce numbers in one report, so you can see where customers came from and why a number moved.

How does askotter connect Shopify and Salesforce?

Live connections use a standard sign-in, and other tools use a file export. No developer is needed.

Is my data secure when connecting Shopify and Salesforce?

askotter uses encrypted connections and role-based access, and you control who on your staff sees what.

Shopify + Salesforce is coming soon

Talk to us about your timeline, and we will confirm the launch date before you commit.

Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.