Connect your Shopify store with CloudTalk to bring your customer communication and sales insights into one streamlined experience. With the integration active, you can import customer data, use click-to-call, and sync call and SMS activity across platforms, helping your team deliver faster, more personalized support.
User Level:
Agent
Key Features of the Shopify Integration
After connecting Shopify with CloudTalk, you’ll be able to:
✅ Import Shopify Customers into CloudTalk
Customer records in Shopify are automatically imported into CloudTalk, making them available for outbound calling and support.
Imported data includes:
Customer Name
Email address
Phone number
Tags
Addresses
Last order details
✅ Call and SMS Activity Logged in Shopify
After calls or SMS are made via CloudTalk, that activity can be logged directly into Shopify under the customer’s record.
Available call data includes:
Call direction and duration
Tags
Notes and recordings (if enabled)
SMS message content
The logged activity appears as internal customer notes in Shopify, keeping your communication history complete.
✅ Click-to-Call from Shopify
With the CTI enabled, you can initiate calls directly from Shopify. In your Shopify customer profile, phone numbers appear with a CloudTalk icon next to them (📞), like this:
Clicking the icon will launch your CloudTalk dialer and connect the call.
Make sure the CloudTalk extension or app is installed and active on your browser or desktop for click-to-call to function properly.
✅ View Shopify Order Data Inside CloudTalk
To view Shopify-related data in CloudTalk, navigate to the Contacts section and open a customer profile.
From the Dashboard, go to Contacts.
Click the magnifying glass icon next to the contact name to open the Contact Details panel.
Under the Activity tab, you’ll find the customer’s Shopify Order Data, including:
Last order details (order ID, date, value, payment/shipping status)
Customer email and tags
Shipping/billing addresses
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!