CRM and online store interface-how online retailers intelligently merge customer data with Synesty

Why CRM integration with Synesty is essential for online retailers

If you want to manage customer relationships professionally and grow sustainably in e-commerce, you need a powerful CRM system. Because only with a central platform and automatic linking of all the systems involved can all customer information, from orders and support requests to emails and calls, be bundled together in a clear manner. With Synesty, you can set up an automated interface between your online store and the CRM of your choice, e.g. HubSpot or Pipedrive. This means that new customer data from orders automatically ends up as contacts in the CRM without any manual updating. The reverse process, i.e. retrieving CRM data for your store processes, is also possible without any problems. With Synesty as middleware, there are also many possibilities for enriching data feeds with information from the CRM. For example, you could create data feeds with the bestsellers from different regions. It is up to your creativity how you use the possibilities.

Why online retailers should automate their CRM processes with Synesty

✅ Central customer overview
All customer data in one place: purchasing behavior, interactions, support history. This creates the basis for a personalized customer approach and more efficient customer service.

✅ Automation saves time
Manual data synchronization is a thing of the past. With Synesty, everything runs automatically - quickly, reliably and error-free. This saves resources and reduces costs.

✅ Personalized communication
Use CRM data to trigger targeted campaigns:

• Product recommendations based on purchase history
  
• Follow-up emails for shopping cart abandonment
  
• Promotions for regular customers or regional bestsellers
  

✅ Better decisions through data
The combination of store and CRM data provides valuable insights. For example, you can determine which products are performing particularly well in which regions and align your marketing and sales strategies accordingly.

Holistic data flow: When store, CRM and customer service talk to each other

But a strong CRM is only one piece of the puzzle. If you also want to map customer service professionally, you will benefit from the integration of a ticket system or similar support tools, provided these are not already included in the CRM. Such systems make it possible to manage all support requests centrally, regardless of the input channel, be it email, chat, telephone or social media.

In combination with Synesty, this results in a wide range of automation options, such as:

• New shop events, such as returns or payment issues, can be automatically created as support tickets.
  
• Customer information from the CRM, such as purchase history or status, can be displayed directly in the support tool, enabling faster and context-related responses.
  
• Support tickets can be automatically linked in the CRM, so that sales and marketing always have an overview of the current customer status.
  
• The result is an efficient exchange of information between the shop, CRM, and customer service, ensuring consistent and professional customer support.

Practical example: How automated customer integration with Synesty could work in practice

This typical use case demonstrates how online retailers can use Synesty to automate the entire customer process, from the store to support.

1. Order in the online shop
A customer orders via Shopify and enters their contact information.

2. Automatic data import
Synesty transfers customer data, order information, and payment and shipping status to the CRM (e.g., HubSpot).

3. Contact creation in the CRM
This creates a new contact with appropriate tags (e.g., “New customer,” “Buyer of Product X”) in the CRM, and the order is documented in the contact timeline.

4. Marketing automation
HubSpot launches automated campaigns, such as a welcome email or product recommendations related to the order.

5. Support case & ticket linking
If the customer reports a problem (e.g., “product defective”), a support ticket is automatically created in the system (e.g., Zammad) and linked to the CRM contact. This allows the support employee to see all relevant information at a glance.

6. Status Updates & Feedback
The ticket processing status is synchronized back to the CRM. Sales and marketing are always up to date.

Conclusion

Seamless CRM integration with Synesty is more than just a technical nice-to-have for online retailers today. It is essential for successful customer management. By automatically synchronizing all relevant customer data from the store to the CRM system, you save valuable time, reduce sources of error, and lay the foundation for personalized, data-driven customer communication. Complemented by the integration of support tools, this creates a holistic information flow that perfectly coordinates sales, marketing, and customer service. This enables you to achieve a consistent and professional customer experience that builds trust and promotes long-term customer loyalty. Synesty acts as an intelligent connector that connects your systems and sustainably automates your business processes.

Try Get Synesty now for free, including all add-ons like shopify, HubSpot or Zammad.