Customer Overview
Customer is an e-commerce–driven B2B technology company using Salesforce to manage customer relationships and post-purchase engagement.
The Challenge
Customer’s online transactions were managed in Shopify, while sales, service, and customer engagement activities lived in Salesforce Sales Cloud. But with no direct integration, teams lacked the visibility and efficiency needed to support a growing customer base.
This gap created major operational challenges:
- Shopify order data was siloed from Salesforce, limiting customer insights
- Sales and support teams had no real-time view of purchase history, affecting service quality
- Manual reporting across orders, revenue, and product performance consumed valuable time
To drive better decision-making and provide a unified customer view, customer needed a seamless connection between Shopify and Sales Cloud.
The Solution: Shopify Order Intelligence Sync for Salesforce Sales Cloud
Congruent Software implemented an automated, bidirectional order-flow integration using Zapier, enabling real-time e-commerce visibility inside Sales Cloud.
- Automated Shopify → Salesforce Order Sync
Zapier workflows were configured to instantly push new Shopify orders into Salesforce, eliminating manual entry and keeping data always up to date.
- Intelligent Account & Contact Mapping
Orders were systematically associated with the correct Accounts and Contacts, ensuring every purchase contributed to a complete customer history.
- Detailed Order Data Capture in Sales Cloud
Each synced order included essential attributes such as:
- Products purchased
- Quantity
- Order value
- Order status
This gave Sales Cloud users full visibility for reporting, forecasting, and service interactions.
The Results
- 360° View of Customer Purchase History
All order activity now lives in Salesforce, giving sales and service teams complete visibility into customer behavior and transaction history.
- Stronger Sales & Service Engagement
With real-time order insights, teams can personalize outreach, resolve issues faster, and deliver a more informed customer experience.
- Enhanced Revenue & Product Reporting
Leadership gains accurate, automated insights into revenue trends, product performance, and customer purchasing patterns.
- Reduced Manual Work & Fewer Errors
Automating data sync removed time-consuming reconciliation tasks, improving accuracy and freeing teams for higher-value activities.
With the assistance from our Salesforce team, customer unified e-commerce data with CRM operations, creating a single source of truth for customer, order, and revenue insights. Sales Cloud now powers more informed selling, more efficient service, and stronger business intelligence across the organization.