3 minute read

Integrating Shopify B2B Apps with Existing CRM Systems

In today’s digital age, companies are constantly looking for ways to streamline their operations and increase efficiency. This especially applies to B2B companies, which often have a large number of customers and complex sales processes. One way to achieve this goal is to use CRM systems designed to effectively manage customer relationships and sales data.

With Shopify’s growing popularity as an eCommerce platform, many B2B companies are wondering how to integrate Shopify B2B applications with their existing CRM systems. First, let’s define what a B2B application is.

B2B applications are applications specifically tailored to the needs of companies that sell to other companies. These apps typically have features like bulk orders, tiered pricing, and custom catalogs, making them a popular choice for B2B businesses using Shopify.

So how do these B2B applications integrate with existing CRM systems used by B2B companies? The answer lies in the availability of integration options provided by Shopify and B2B app developers.

One of the most important integration options is API (Application Programming Interface) calls. Thanks to this, the B2B application can communicate with the CRM system and exchange data in real time. For example, when a customer places an order through a B2B application, the data is automatically synchronized with the CRM system, providing a streamlined and accurate view of sales data.

Another option is to use Zapier, a popular integration platform that allows easy and customizable connections between different applications. Zapier enables businesses to create automated workflows to transfer data between Shopify B2B apps and their CRM systems. Some B2B applications also offer built-in integration with specific CRM systems. For example, the popular B2B application “Wholesale Hero” offers integration with CRM systems such as Salesforce, ensuring seamless data transfer between both platforms.

In addition to these options, there are also third-party integration solutions that can connect Shopify B2B apps with CRM systems. These solutions offer a wide range of customization options and can be tailored to your company’s specific needs.

In summary, integrating Shopify B2B applications with B2B companies’ existing CRM systems is crucial for companies looking to maximize efficiency and improve customer relationships. With the options and solutions available, companies can choose the best integration method that suits their needs and seamlessly connect their eCommerce and CRM systems.

Ready to expand your B2B business with Shopify Plus? Silk Can Help.