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If your business already has an existing Shopify store, you can connect it to the HoopAI platform to sync customer data, orders, products, and collections — and unlock the platform’s powerful CRM, automation, and marketing tools alongside your Shopify store. You do not need to migrate away from Shopify to take advantage of HoopAI’s capabilities.

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What the Shopify integration does

The Shopify integration creates a bridge between your Shopify store and the HoopAI platform, enabling:
  • Contact sync: Shopify customers are imported into and synced with your CRM as contacts, along with their order history and purchase data.
  • Order sync: Orders placed in Shopify appear in HoopAI’s Payments > Orders section, where they can trigger automations, be tagged, and be managed alongside orders from other channels.
  • Transaction sync: Payment records from Shopify transactions are imported into Payments > Transactions.
  • Product sync: Your Shopify product catalog can be imported into HoopAI’s Products section, so you can use those products in HoopAI payment links, funnels, and automations.
  • Collection sync: Shopify collections are imported as HoopAI product collections.
  • Automation triggers: Shopify order events can trigger HoopAI workflows, enabling automated follow-up marketing, fulfillment notifications, and post-purchase sequences.

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Setting up the integration

The connection requires you to create a custom app in your Shopify account and retrieve an Admin API access token.

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Step 1: Create a custom app in Shopify

1

Log in to your Shopify admin

Go to your Shopify store admin at yourstore.myshopify.com/admin.
2

Navigate to Apps > Develop apps

In the Shopify sidebar, click Apps, then select Develop apps (or App development depending on your Shopify version). If custom app development is not yet enabled on your store, Shopify will prompt you to enable it — click to enable.
3

Create a new app

Click Create an app. Enter an app name (e.g., “HoopAI Integration”) and a developer email. Click Create.
4

Configure Admin API scopes

Inside the new app, go to Configuration > Admin API integration. Enable (at minimum) the following API access scopes:
  • read_orders — required to sync orders
  • read_customers — required to sync contacts
  • read_products — required to sync products and collections
Enable additional scopes if you want to sync additional data types. Click Save after selecting scopes.
5

Install the app and retrieve the access token

Click Install app to install it on your store. After installation, navigate to the API credentials tab. Copy the Admin API access token — you will need this in the next step. Store it securely; Shopify will only show it once.

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Step 2: Connect Shopify in HoopAI

1

Open Settings > Integrations

In the HoopAI platform, go to Settings > Integrations and find the Shopify integration.
2

Click Connect

Click Connect (or + New Integration) next to Shopify.
3

Enter your credentials

A connection modal appears. Paste your Admin API access token from Shopify and enter your Shopify store URL in the format yourstore.myshopify.com. Click Connect.

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Importing data from Shopify

After connecting, you are taken to the Import screen where you select which data to bring in:
Data typeWhat is imported
ContactsShopify customers become HoopAI contacts with name, email, phone, and address data
OrdersShopify orders appear in Payments > Orders with their original data
TransactionsPayment records linked to each order
ProductsShopify products imported into Payments > Products
CollectionsShopify collections imported as HoopAI product collections
Select the data types you want to import and click Import. Depending on your store size, the import may take a few minutes to process.

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Configuring ongoing sync

After the initial import, the Sync Settings screen lets you configure what data continues to sync from Shopify to HoopAI on an ongoing basis:
  • Contacts — new Shopify customers automatically create or update HoopAI contacts
  • Orders — new Shopify orders appear in HoopAI in real time
  • Transactions — payment records sync alongside orders
  • Products — product changes in Shopify update HoopAI records
  • Collections — collection updates sync to HoopAI
Toggle on the data types you want to keep in continuous sync and save your settings.

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Automation triggers from Shopify

Once connected, two Shopify-specific triggers become available in the HoopAI Workflow builder: Order Submitted (Shopify): Fires when a new order is placed in Shopify. Use this to trigger a post-purchase thank-you sequence, add a tag to the customer’s contact record, or enroll them in a follow-up email series. Payment Received (Shopify): Fires when a Shopify payment is confirmed. Use this to trigger fulfillment notifications, start a customer onboarding sequence, or update CRM fields based on the purchase. These triggers allow you to run HoopAI’s marketing automation engine — including SMS, email, and pipeline stage changes — in response to Shopify store activity.

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Migrating from Shopify to the HoopAI store

If you want to move away from Shopify and use the HoopAI native store as your primary storefront, a full migration option is available that imports:
  • Products and variants
  • Collections
  • Customer contacts
  • Order history
  • Transaction records
After migrating, you can rebuild your store using the HoopAI store builder with the same product catalog, and all historical customer and order data is available in the CRM for marketing purposes.
Even if you keep Shopify as your primary store, connecting it to HoopAI unlocks CRM automation that Shopify does not offer natively — like SMS follow-ups, pipeline-based nurture sequences, and two-way conversation handling. The integration is additive, not a replacement.
The Shopify integration syncs data from Shopify to HoopAI. Changes made to contacts or products in HoopAI are not pushed back to Shopify. Shopify remains the source of truth for your Shopify store data.
Last modified on March 5, 2026