Shopify powers millions of online stores worldwide, from solo founders to major brands, and is one of the most popular e-commerce platforms on the web. Connecting Shopify to WellPlan syncs customers, orders, products, and abandoned checkouts into the CRM so every shopper becomes a contact with a full purchase history. Workflows can trigger from order placed, abandoned checkout, fulfillment, or refund events to send email, SMS, and WhatsApp follow-ups. Customer support replies land in the unified inbox alongside order context, and post-purchase sequences run without anyone touching a separate marketing tool.
Features
Common use cases
Recover abandoned checkouts
A clothing store triggers a three-message recovery sequence when a shopper abandons checkout. An email goes out within an hour, an SMS the next morning if there is consent, and a final discount offer 24 hours later — all tracked against the recovered revenue.
Run post-purchase review and upsell flows
A skincare brand sends an order confirmation immediately, a shipping update on fulfillment, and a review request seven days after delivery. Repeat buyers move into a VIP segment with early access to launches via SMS and email.
Win back lapsed customers
A coffee subscription store identifies customers whose last order was more than 90 days ago. A workflow sends a personalized win-back email with a discount code, and unresponsive contacts get a follow-up via SMS the following week.
How setup works
- 1Make sure you have admin access to the Shopify store you want to connect.
- 2Open WellPlan's Integrations settings and click Connect Shopify.
- 3Authorize the WellPlan app inside your Shopify admin to grant customer, order, and product permissions.
- 4Map order events to WellPlan workflows and run a test order to confirm the sync.
Frequently asked questions
Will historical orders sync into WellPlan?+
Yes. On initial connection, Shopify customers and recent order history are imported into WellPlan so each contact has purchase context from day one. Going forward, new orders, fulfillments, and refunds sync via webhooks in near real time.
Does the integration support Shopify Plus?+
Yes. The integration works with Shopify, Advanced Shopify, and Shopify Plus stores. Plus merchants benefit from higher API limits and additional workflow capabilities such as multi-store consolidation into a single WellPlan account where supported.
Can I trigger SMS on abandoned checkouts?+
Yes, provided you have collected SMS marketing consent from the shopper at checkout in compliance with Shopify's consent capture and your local regulations. WellPlan workflows respect contact-level opt-in status before sending any SMS or WhatsApp messages.
Does it work with Shopify subscriptions?+
Subscription order events from supported Shopify subscription apps generally flow into WellPlan through the standard order webhooks. Workflows can branch on whether an order is a first purchase, a recurring billing, or a one-time add-on.