CRM Perks: Salesforce Sync

Develop by Shopify

$19-$39

/ Month

7 Days Free Trial

Quickly integrate Orders and Customers with Salesforce

Integrate orders

Create salesforce objects

Sync historical data

Error notifications

Supports salesforce fields

Web-to-lead/case

Data logs

About CRM Perks: Salesforce Sync

Launched Aug 31, 2020

Built by Shopify

Address

Laval, QC, CA

Website Support Portal Privacy policy Tutorial FAQ Document

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Description

Send Customers and orders to any Salesforce object

App automatically sends Shopify Customers and Orders to Salesforce, you can create Account, Contact, Lead or Sales Order in salesforce. You can also send historical shopify data to Salesforce

App automatically sends Shopify Customers and Orders to Salesforce, you can create Account, Contact, Lead or Sales Order in salesforce. You can also send historical shopify data to Salesforce more

Easily create/update any object in Salesforce
App notifies in case of any error in sync
Supports all types of Salesforce fields
Salesforce Web to lead/case is also availble.
All data sent to Salesforce is available in logs

Pros

Automatically syncs Shopify Customers and Orders with Salesforce
Can create various Salesforce objects such as Account, Contact, Lead, or Sales Order
Supports sending historical Shopify data to Salesforce
Easily create/update any object in Salesforce
Notifies users in case of any error in sync
Supports all types of Salesforce fields
Includes Salesforce Web to Lead/Case functionality
Logs all data sent to Salesforce, providing audit trails

Cons

May require significant initial setup for complex configurations
Potential syncing issues that require troubleshooting
Dependency on internet connection quality for real-time synchronization
Learning curve for users unfamiliar with Salesforce or Shopify integrations
Possible performance impact on Shopify or Salesforce during high-volume data transfers

Top Helpful Reviews

Pyrrha Wholesale

Aug 28, 2023 on Shopify

This is a useful app with detailed logs of records that get synced / failed to sync to Salesforce. Support was required due to a number of issues we experienced post go-live and the support team was super responsive.

USM Test Shop

Mar 14, 2022 on Shopify

The team at CRM Perks built an excellent plugin to help us sync with Salesforce. We appreciate the amazing support and response time they provide. I highly recommend them