Shopify integration
Shopify clienteling means a named advisor follows up with your best online customers personally. Clientele syncs Shopify customers, orders and products into client profiles and gives each associate a daily list of who to contact, why and with a message ready to send.
Money Feed for Nadia, online advisor
Wednesday, 4 clients to contact
Olivia Grant
Gold client
Hi Olivia, I saw the walnut table is still in your cart. It seats eight and the oil finish is easy to live with. Happy to send fabric swatches for the matching chairs or arrange a video walk through of the showroom piece.
James Whitaker
Platinum client
Hi James, the brass floor lamp you saved is back, three pieces in this delivery. I can hold one for you until Friday if you like.
Sofia Marchetti
Gold client
Ethan Cole
Silver client
Shopify is excellent at taking orders. Its customer list, flows and newsletters are built for volume: the same message to thousands of people, triggered by rules. That works for a $40 candle. It works far less well for a $6,000 sofa, a watch, a piece of art or a fine jewelry order, where the buyer wants to talk to someone who knows the product and remembers them.
High ticket online stores lose a large share of their revenue in quiet moments: a cart left open for a week, a wishlist that nobody looks at, a first time buyer who never hears from the store again, a loyal client who has not ordered for six months. An automated reminder rarely saves those sales. A short, personal note from a named advisor often does. Shopify clienteling is the practice of giving those moments to a person.
What the sync brings in
Connect your store once in the imports screen. From then on Clientele keeps three kinds of data in step with Shopify, every hour.
What Clientele reads from Shopify and what it does with it
Customers
Orders
Products
| Shopify data | Where it lands in Clientele | What it powers |
|---|---|---|
| Customers | Client profile with name, email, phone and the marketing consent flags from Shopify | Client books, VIP score, consent per channel with Shopify recorded as the source |
| Orders | Purchase history with line items, totals and dates | Lifetime value, recency, thank you reasons, quiet client reasons, sales attribution |
| Products | Catalog with collection, category, price, stock and arrival date | New arrival matches, back in stock alerts on wishlists, product suggestions in drafts |
A Shopify customer who also shops in your boutique is merged into one profile when the email or phone matches, so the associate sees online and in store purchases in one timeline. If you sell in stores as well, read how CRM and POS software work together in Clientele.
Reasons from your store data
Instead of a third reminder email, the advisor gets the client in the feed with the product, the value and a short note that offers help: dimensions, swatches, a call or a video viewing.
When a product on a client wishlist returns to stock or changes price, the client is placed in the feed at once, with a message that names the exact piece.
A first time buyer hears from a person, not a template. The thank you message opens a relationship that the next order builds on.
New products synced from Shopify are matched to clients whose orders and taste tags fit, so the right customers hear first and nobody gets a blast.
A client with a strong order history who has not bought for six months gets a reason to come back that refers to what they already own.
Birthdays and anniversaries saved on the profile become a reminder a week ahead, with a gift suggestion from the catalog.
Each Shopify customer can be assigned to an associate, the same way a boutique assigns a client book. The advisor sees the client's orders, wishlist, sizes and notes on one profile, and writes from one inbox on WhatsApp, SMS or email. Clients reply to a person, and the conversation stays on the profile, so a colleague can pick it up when the advisor is off.
Every message in the Money Feed comes with a draft written in the advisor's voice and your store's tone. On paid plans the drafts are written by AI clienteling within the monthly allowance of your plan. A person always reads the draft and presses send. Messages go out only on channels where the client has consent, and only between 8:00 and 20:00 in the client's time zone.
When a client places a Shopify order within the attribution window after an advisor's message, the order is credited to that advisor. Owners see revenue influenced per advisor and per reason, so you can tell whether cart follow ups or new arrival notes earn more.
Clientele sits next to Shopify. Checkout, payments, fulfilment and your email flows stay where they are. Clientele is the clienteling software layer that decides which customers deserve a personal message today.
Shopify sync is included on every plan. Boutique costs $99 a month billed yearly for up to 3 associates and 2,500 client profiles. Brand costs $299 a month billed yearly for up to 15 associates and 15,000 profiles and adds sales attribution, POS connectors and e-commerce webhooks. See every limit on the pricing page.
FAQ
Clientele syncs customers, orders and products from your Shopify store. Customers become client profiles, orders become purchase history with line items, and products fill the catalog that the Money Feed uses for suggestions. Marketing consent flags from Shopify are carried over to the client profile with Shopify as the source.
Yes. Shopify sync is part of every plan, from Boutique at $99 a month billed yearly. Brand and higher add POS connectors and e-commerce webhooks, so you can combine Shopify with in store sales from your point of sale.
The sync runs every hour. A new order, a new customer or a product that comes back in stock reaches Clientele within the hour, and the next morning it shapes the Money Feed of the associate who owns that client.
No. Nothing is sent automatically. Clientele prepares a personal message for each client in the Money Feed, and an associate reads it, edits it if needed and presses send, only on channels where the client has consent on file.
Yes. When a client buys on Shopify within the attribution window after a message from an associate, the order is credited to that associate. Sales attribution and the associate leaderboard are included from the Brand plan.
No. Keep your newsletter and automated flows for the whole list. Clientele handles the opposite end: a short list of high value clients who should hear from a named person, one message at a time.
Export your Shopify customers as CSV or use our sample store. The demo shows the first five clients to contact, the reason, the value and a message written for each one.
Plans from $99 a month billed yearly. Subscriptions only, cancel at the end of any period.