Setting up product webhooks allows your checkout to send product data back to your ecommerce store. You can also set up order webhooks to send order data back to your ecommerce store via your CRM.
Product Webhooks
To set up product webhooks, first, go to your Shopify dashboard and head to Settings > Notifications > Webhooks
Click Create Webhook and select the Product creation event.
Then copy the Product creation URL from Simplified Checkout and paste it into the URL field in Shopify.
Choose the (Latest) API version and then click Save.
Now create another webhook for Product update.
Once saved, your Webhooks list in Shopify should look like this:
Order Webhooks
Order webhooks allow you to send order data from your CRM to an ecommerce store, vice versa, or even both ways.
You can start by going to the Orders tab in Webhooks.
Webhook Sync Settings
For new Instances, you'll see an empty list with no webhooks. Click the Sync Settings to configure the order data you want to sync and how it will flow.
We recommend enabling the settings above for your Order webhooks to sync properly.
We'll go over order-related data types you can sync. By default, the data sync will go both ways between your CRM and ecommerce store. Also, only successful orders are synced by default.
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Bidirectional (Default): Order data will be synced and updated in both your CRM and ecommerce store. That means if there are changes in your CRM order record, then the same order record in your store will be updated as well.
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CRM to Store: Order data will be synced one way only. Your store will retain the most updated order records, as updated order data does not return to your CRM.
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Store to CRM: Order data will be synced one way only. Your CRM will retain the most updated order records, as updated order data does not return to your store.
We recommend keeping the default Bidirectional setting. Next, you can select the optional order data that will be synced.
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Sync Data Types:
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Prospect: Sync customers who abandoned their cart during checkout, and partially filled the form.
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Declined Orders: Sync orders that were declined for various reasons
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Successful Orders (Enable): Sync all successful orders including any upsells, downsells, and cross-sells. Optionally you can sync tax information if you have it set up in the Instance Settings area.
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Order Syncing:
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Initial Orders (Enable): Sync one-time purchases and the first order in your subscription chain.
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Recurring & Subscription Orders (Enable): Recurring subscription orders created by your CRM.
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Sync Order Activities:
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Order Cancellation: Sync orders or subscriptions with "Cancellation" statuses
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Order Hold: Sync orders or subscriptions with "On Hold" status
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Order Refund: Sync orders or subscriptions with "Refunded" status
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Order Void: Sync orders or subscriptions with "Void" status
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Tracking Update: Sync orders or subscriptions with updated shipment tracking information.
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Additional Settings:
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Allow UTF-8 Character Encoding (Enable): Enables UTF-8 support for any Unicode character with special characters or symbols.
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Sync Order Type (Enable): Adds a tag in your ecommerce store labeling an order as either "Initial" or "Subscription" for any future recurring orders created by your CRM.
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Notification Settings
Select whether you want to send order notifications to your customers from your store or CRM.
