A CRM that updates itself from your store
Orders, subscriptions, refunds, deliveries, and affiliate revenue flow from Shopify into Pipedrive and Klaviyo on their own. No one types a record.
- Shopify
- Pipedrive
- n8n
- Klaviyo
The problem
In the client's words: "Everything is carried in manually. The system doesn't update itself." The CRM sat next to the store as a silo, reps called before packages arrived, and leadership's numbers were, by their own estimate, a third of reality.
What we built
An engine of roughly 29 workflows for a direct-to-consumer brand. Orders and subscription changes create or update the person and deal, delivery confirmation queues the call, refunds and tracking land as notes, affiliate revenue rolls up monthly, and derived properties push to Klaviyo so segments come from CRM truth.
No AI in this build. Here's why that was right: every input is already structured and the rules are known. A webhook does this job exactly.
Webhook triggers, idempotent upserts keyed on store IDs, an allowlist for tag-to-label sync, nightly sweeps that report drift between store and CRM, and a log for every write.
Outcome
About 29 workflows running 150 to 190 times a day with zero-error nightly sweeps. A technical count, not a revenue claim.
Who this fits
- DTC brands running a store, a subscription tool, and a CRM that don't talk
- Sales or CS teams who should call after delivery, not before
- Marketers building Klaviyo or HubSpot segments off stale exports