Customer Connect + Shopify CRM integration for customer enquiries

Overview

From your store’s contact form to an opportunity

Connect Shopify’s built-in contact form to Customer Connect by email. This suits quote requests, enquiries about larger orders and new business contacts your team wants to follow up.

Shopify sends form submissions to the store’s Sender email, which is also used for outgoing customer emails. Keep your regular business address there and forward relevant form emails from that mailbox to Customer Connect.

How to connect the contact form

1. Check the recipient address. In Shopify, find Sender email under Settings → Notifications. Send a test enquiry from the contact form and check that it reaches the mailbox.
2. Get your team address. Copy the team email address from the email settings in Customer Connect. Create it there if needed.
3. Choose which enquiries to forward. Create a filter or rule with your email provider. Start with an actual form email and choose conditions that capture the business enquiries you want to handle in Customer Connect.
4. Forward to the team. Enter the team address as the recipient and complete any verification. See the guides for Gmail and Microsoft 365.
5. Test the entire flow. Send a new enquiry that matches the rule. Check that the customer details and message appear in Customer Connect.

See Shopify’s instructions for the contact form and store email settings.

Follow up business enquiries in Customer Connect

Customer Connect interprets the forwarded email and creates an opportunity. You can then assign an owner and schedule follow-up for the next contact.

Learn more about collecting customer enquiries. Contact us if you use a separate Shopify form app and would like to review its email settings.

Try for free

What you can do

• Capture business enquiries from your store

  Send quote requests and business enquiries from the contact form to Customer Connect.

• Use your existing mailbox

  Forward relevant form emails from the address that receives them today.

• Give every enquiry a next step

  Assign an owner and schedule follow-up on the opportunity created in Customer Connect.