Online store sync

HLB supports Shopify store sync. You can connect your Shopify store and choose which store data syncs into your account for follow-up and automation.

If your business sells products online, for example a salon that sells hair care products, this can bring your store buyers into the same place where you manage leads and messages.

How it works

• Go to Settings, then Integrations, find Shopify and click Connect.
• Enter your store name.
• Choose the historical data to import: contacts, orders, transactions, products and collections.
• Choose what keeps syncing going forward, including order and payment events.
• Save, then approve and install the app on Shopify's installation screen.

New connections and reconnections use an approval step in Shopify, so you do not need to create API credentials yourself. Stores connected the older way may keep working, but Shopify Basic stores connected that way must reconnect to sync protected customer data, customers and orders.

Automations

Once your Shopify store is connected through Shopify's approval step and the matching order or payment trigger is turned on in sync settings, you can build workflows that start on Order Submitted or Payment Received, filtered to your store as the source. These workflows can send messages, update records or start other follow-up.

If you skip a data type during the first import, bringing it in later may require disconnecting and reconnecting. Guest checkout customers may be created as contacts, but ongoing updates may not apply to them. Store order statuses may be grouped into broader states such as completed, canceled or pending.