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shopify plus → salesforce● launching oct 2026

crm connect

Orders, customers, fulfilment, returns and delivery updates — synced to Salesforce automatically. No manual entry, no per-brand connectors.

scope your rolloutview on the app store
  • embedded in shopify admin
  • event-driven
  • multi-store, multi-brand

01 — how it works

one event flow, end to end.

CRM Connect plugs into the MuleSoft layer and payload contract you already run. Nothing in Salesforce has to change.

  1. shopifyorders, customers, fulfilments, returns
  2. crm connectcapture · transform · queue · deliver
  3. mulesoftyour existing API layer
  4. salesforceorders, accounts, returns, activity
✓ traceable

Salesforce IDs written back to store metafields; every sync is a job with a correlation ID.

✓ reliable

Verified, deduplicated webhooks. Automatic retries with backoff on a dedicated worker.

✓ never silent

Items not ready to send — awaiting payment, say — wait with a stated reason.

02 — what it covers

rules are settings, not code.

orders & customers

Create, fulfil, cancel, refund and return — each mapped to the right CRM status.

delivery tracking

Courier status polled and pushed to the CRM. Re-deliveries notify customers by email.

rules without code

Events, tender, tax and payment mapping, country and fulfilment routing — per store.

storefront

Newsletter and contact forms into the CRM. Track-my-order for customers.

03 — in the admin

run by your team, not a developer.

CRM Connect dashboard showing sync health, failures and retry
dashboard — sync health, failures and one-click retry
Per-order sync history
order history — every sync per order
Events and rules settings
events & rules — choose what syncs

04 — scale & security

one install, every brand, locked down.

modules · on per store

courier tracking
Regional couriers at launch, more on request
country routing
Multiple CRM connections
fulfilment routing
Locations to CRM store codes
cross-border
Global-e order gating
returns
Shopify Returns + tracking

security & compliance

tenant isolation
From the verified session
encryption
Secrets at rest, TLS in transit
webhooks
Verified and deduplicated
gdpr
Real erasure and export
masked logs
Customer data hidden by default

05 — rollout

four steps to go live.

  1. 01install

    From the Shopify App Store, into the admin.

  2. 02connect

    MuleSoft endpoint and credentials, verified by a test call.

  3. 03configure

    Events, tax, payments, tender and routing.

  4. 04go live

    Events sync automatically; health visible from day one.

scope your rollout

A short call to map your stores, events and CRM contract.

book a call

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