Add the CRM Chat Widget to Your Shopify Store

Adding the CRM Chat Widget to Your Shopify Store

Engage with your website visitors directly by adding the CRM's chat widget to your Shopify store. This guide walks you through the process of installing the widget code into your Shopify theme.

Step 1: Get the Chat Widget Embed Code

First, you need to copy the chat widget code from your CRM account.

1. Log in to your CRM platform.
2. Navigate to the Sites section.
3. Click on Chat Widget.
4. Locate and click the option to Get Code.
5. Copy the entire embed code that is provided.

Step 2: Add the Code to Your Shopify Theme

Next, you will paste this code into your active Shopify theme.

1. Log in to your Shopify admin dashboard.
2. From the main menu on the left, go to Online Store > Themes.
3. Find the theme you want to edit and click the Actions button.
4. From the dropdown menu, select Edit code. This opens your theme's code editor.
5. In the file directory on the left, open the Layout folder.
6. Click on the file named theme.liquid to open it for editing.
7. Inside the theme.liquid file, scroll to the very bottom and find the closing </body> tag.
8. Paste the embed code you copied from the CRM just above this </body> tag.
9. Click Save to apply the changes.

Step 3: Test the Widget

After saving the changes, visit your live Shopify store and refresh the page. The chat widget should now appear. Open a test conversation to ensure it is working properly.