Using Shopify Elements in Your CRM

Your CRM integrates with Shopify, allowing you to incorporate Shopify-specific elements into your automations and communications. This enables you to create personalized experiences based on Shopify store data.

Accessing Shopify Elements

Shopify elements are available in several areas of your CRM:

• In the Automation section, under Workflow Triggers
• In Automation Workflow Actions, including within If/Else Condition nodes
• In the Email Builder under Email Marketing

Common Use Cases

You can use Shopify elements to:

• Trigger workflows based on Shopify events like purchases or abandoned carts
• Create conditional logic in workflows using Shopify order data
• Personalize emails with dynamic content from Shopify such as product names, order totals, or customer purchase history

Implementation Tips

When using Shopify elements:

• Ensure your Shopify store is properly connected to your CRM
• Test workflows thoroughly to verify Shopify data is being pulled correctly
• Use appropriate fallback values in case Shopify data is unavailable