- Short Description
- This is a plugin designed for Perfex CRM. It is not a standalone script.
Note: This is a plugin designed for Perfex CRM. It is not a standalone script.
The MyShopify Module for Perfex CRM allows you to connect your Shopify store directly with Perfex CRM. It enables your sales and support teams to view and manage real-time data such as orders, customers, products, and discounts — all from within the Perfex CRM.
Key Features:
Live Order Import
Fetch and display your Shopify store orders within Perfex CRM.
Customer Data Import
View detailed Shopify customer information linked with CRM clients.
Product Listings
Display Shopify products including titles, stock levels, pricing, and images.
Discount Code Viewer
Access and manage discount codes currently active in your Shopify store.
Secure API Integration
Token-based connection for secure and reliable syncing using Shopify APIs.
Clean and Native UI
Follows Perfex CRM’s UI guidelines for a seamless user experience.
Use Cases:
Sales Teams: Get instant access to order history and customer details for faster follow-ups.
Support Teams: Quickly look up order status without logging into Shopify.
Managers: Analyze product and discount data directly from the CRM panel.
Requirements:
Perfex CRM (v3.0.0 or higher).
Shopify Store with admin access and private app credentials (Access token).
