Connect your Shopify store to SleekFlow to sync customer, order, and abandoned cart data. This allows your team to view purchase context during conversations, automate follow-ups, and power AI-driven workflows.

Once connected, Shopify data becomes available across SleekFlow features such as Inbox, Flow Builder, and AI Agent. This helps your team respond with more context and automate common e-commerce workflows.

The Shopify integration supports one-way data sync from Shopify to SleekFlow.

What you can do with the Shopify integration

After connecting Shopify, you can:

• Automatically sync customers, orders, and abandoned carts from Shopify into SleekFlow
• View order and purchase context directly in the Inbox while chatting with customers
• Recover abandoned carts using automation
• Send order updates and follow-up messages
• Trigger workflows based on Shopify events
• Enable AI agents to answer order-related and product inquiries using Shopify data

This integration is commonly used by:

• Admins managing integrations and data sync
• Support agents handling order inquiries
• Marketing and operations teams building automation
• Teams using AI agents to assist with e-commerce conversations

Connect your Shopify store

Follow these steps to connect your Shopify store:

Step 1: Start the connection

1. Click the integration icon on the left-sided panel
2. Under “E-commerce”, locate “Shopify”
   
3. Click “Connect” 

Step 2: Review integration overview

On the Connect Shopify page, review the setup overview before continuing.

Here, you’re required to:

• Select how you plan to use Shopify with SleekFlow:
  • Sales
  • Customer support
  • Marketing

Once you have clicked the use case for your Shopify integration, click “Continue on Shopify” to proceed.

Step 3: Authorize SleekFlow in Shopify

You’ll be redirected to Shopify to:

• Install the SleekFlow app
• Grant the required permissions

After authorization is completed, you’ll be redirected back to SleekFlow.

Step 4: Connection completed

After authorization is complete, you’ll return to SleekFlow and see a confirmation page showing that your Shopify store is connected.

On this page, you can review:

• What’s syncing now, including:
  • New or updated customers, orders, and abandoned carts from your Shopify store
  • Active products in Shopify, which sync automatically
  • Historical data status, including a reminder that past Shopify data is not imported automatically

From here, you can also choose your next steps:

• Set up your AI agent to handle common inquiries using this store’s customers, orders, and carts
• Use recommended setup flows for common Shopify use cases, such as:
  • Abandoned cart recovery
  • Order update notifications
  • Post-delivery feedback request
  • Post-purchase upsell
  • New customer follow-up
  • Send loyalty invitation
• Import historical Shopify data if you want to bring in customers and orders created before the connection was set up

Click “Import data” to import past records, or continue with AI agent setup or automation flow setup.

Manage Shopify integration settings

After connecting a store, you can manage its settings from the Shopify integration dashboard.

To access store settings:

1. Click on the icon on the left-sided panel to go to the “Integrations” page
2. Under “E-commerce”, locate Shopify integration
   
3. Click “Manage integration”
4. You will be redirected to the Shopify integration dashboard
   
5. Locate the store you would like to update settings and click “Manage store settings” 

Each Shopify store has its own configuration and sync settings:

• Display
• Payment
• AI and automation
• Data sync

Display

The “Display” tab controls how your Shopify product information appears when shared in conversations.

Use this section to customize the product catalog message and decide whether agents can send Shopify products directly from the Inbox.

Store name

The “Store name” field lets you rename the connected Shopify store for internal reference.

• This name is for internal use only
• It will not be visible to customers
• You can update this field to help your team distinguish between multiple connected stores

Show product catalog in Inbox

Enable “Show product catalog in Inbox” to allow agents to share Shopify products directly during conversations.

When enabled:

• Agents can browse and select products from your Shopify catalog
• Selected products will be sent as a product message in chat

When disabled:

• The product catalog will not be available in Inbox

Product catalog template message

The “Product catalog template message” lets you customize how product details appear when shared with customers.

You can edit the message using supported variables, such as:

• {{productName}}
• {{productPrice}}
• {{Description}}

These variables automatically populate with data from your Shopify product.

You can:

• Reorder the variables
• Add custom text
• Remove variables you don’t need

Character limit: 1024 characters

Preview

The “Preview” panel shows how the product message will appear to customers.

The preview updates automatically as you edit the template message, allowing you to verify formatting before sharing products in conversations.

Payment

The “Payment” tab controls how payment links are generated and shared with customers during conversations.

Use this section to enable payment link sharing, select a payment provider, and customize the payment message sent to customers.

Share payment link

Enable “Share payment link” to allow your team to send payment links directly from Inbox.

When enabled:

• Human agents can generate payment links during conversations
• Customers can complete payment instantly using the shared link

When disabled:

• Payment links cannot be shared from SleekFlow

Payment provider

Select the payment provider used to generate payment links.

Available options include:

• Shopify: Use Shopify to send Shopify checkout link based on the customer’s selected items. This option generates payment links directly from your Shopify store.
• Stripe: Use Stripe to send payment links with multi-currency support and flexible discount options. To use Stripe as your payment provider, you are required to connect your Stripe account to SleekFlow. Follow the instructions in this Help Center article to connect your Stripe account.

Select the provider that matches your store’s payment setup.

Payment link template message

The “Payment link template message” lets you customize the message sent with the payment link.

You can edit the message and include supported variable:

• {{Payment_URL}}

This variable automatically inserts the generated payment link.

You can:

• Add additional instructions
• Customize the tone
• Reorder text
• Remove optional content

Character limit: 1024 characters

Preview

The Preview panel shows how the payment message will appear to customers.

The preview updates automatically as you edit the template message, allowing you to confirm formatting before sending payment links.

AI and automation

The AI and automation tab helps you start using Shopify data with AI Agent and Flow Builder.

From this tab, you can create an AI agent for your store or use pre-built automation templates for common Shopify workflows.

Set up your AI agent

Set up your AI agent to create an AI agent that can use this store’s Shopify data during conversations.

The AI agent can:

• Access this store’s customers, orders, and carts
• Handle common inquiries
• Help customers find products faster
• Reduce repeated questions

Click “Get started” to open the AI agent setup flow.

Recommended setup flows

The “Recommended setup flows” section provides pre-built Flow Builder templates for common Shopify workflows.

These templates help you automate store-related scenarios without building flows from scratch.

Available templates include:

• Abandoned cart recovery: Remind customers to complete their purchase after leaving items in their cart with a personalized message.
• Order update notifications: Notify customers when there’s an update on their order status or shipping updates.
• Post-delivery feedback request: Confirm delivery and ask customers for feedback after an order is completed.
• Post-purchase upsell: Recommend related products after a customer completes a purchase to encourage repeat orders.
• New customer follow-up: Engage new customers after their first interaction and capture key details for future conversations.
• Send loyalty invitation: Invite customers to join your loyalty program or newsletter to encourage repeat engagement.

Click “Use template: to configure the automation directly on the page. The setup includes two steps: Channel and message, and Trigger.

Step 1: Channel and message

1. Select the sender account (for example, your WhatsApp number).
   
2. Draft your message in the Message body.
   
3. Insert variables to personalize the message, such as Customer first name, Order number, Tracking URL, Product name, or Store name.
   
4. Review the preview to see how the message will appear to customers.
5. Click “Next” to continue.

If no approved WhatsApp template is available, you can draft a new message. The system will submit it to Meta for approval.

Step 2: Trigger

1. Choose when the message should be sent after the event occurs.
   
2. Select one of the available options:
   1. Immediately
   2. 30 minutes
   3. 2 hours
   4. 1 day
3. Submit the template to continue.

After submission

After you submit the template:

1. Your message template is sent to Meta for approval (if required).
2. A draft flow is created automatically.
3. You can view the draft flow in Flow Builder while the template approval is in progress.
4. Once the template is approved, the flow is published automatically.
5. You will receive an email notification when the automation goes live.

You can return to the dashboard while the automation is being prepared.

Data sync

The Data sync tab lets you monitor sync activity and control how Shopify data is mapped into SleekFlow.

Use this section to:

• Check what data has been synced
• Import historical Shopify records
• Configure which Shopify fields sync to SleekFlow

View sync status

At the top of the “Data sync” tab, you can review a summary of synced Shopify records, including the total number of customers, orders, and abandoned carts.

Click on the card to open the corresponding records in SleekFlow.

The Last synced timestamp shows when Shopify data was most recently synced. This includes any new or updated data from the connected store.

Import past records

By default, only customers and orders created after the connection is set up are synced automatically. You can import historical Shopify data if needed.

To import older Shopify records:

1. Under the “Data sync” tab, locate the “Import past records” section
2. Click “Import data”
3. A pop-up modal will appear
   
4. Select the data type to import:
   1. Customer only: Imports customer profiles without orders
   2. Orders and customers: Imports orders and the customers linked to those orders
5. (Optional) Use Advanced filters to narrow the import scope. For example, you can import only paid orders or specific customer segments. To add advanced filters:
   1. Select a field under IF
   2. Choose an operator
   3. Enter a value
   4. Click “Add condition” to include additional filters if needed
   5. When multiple filters are added, only records that match all conditions will be imported.
6. After configuring your settings, click “Import” to start the import.

Configure data mapping (optional)

You can customize how Shopify data maps to properties in SleekFlow. Default mappings are already provided and work for most users.

You can edit existing mappings, add new properties, or remove mappings for each data type.

To update a data mapping:

1. Under “Configure how data syncs to SleekFlow” section, click “Configure” for the data type you want to manage
2. A pop-up modal will appear
   
3. In the setup modal, select how Shopify properties should map to SleekFlow properties
4. Add or remove properties if needed
5. Click “Confirm” to save your changes