The Following are the steps to perform in CallHippo for Shopify Integration:
Step 1 - Log in to your CallHippo account.
Step 2 - Go to the left sidebar menu of your dashboard and click on Integrations.
Step 3 - Select Shopify and click on Connect.
Step 4 - You will be redirected to the setup page. Now click on Connect your Shopify button.
Step 5 - Enter your Shopify Store name and API key from the Shopify account.
Step 6- From Shopify account, after creating the App, copy the API key and past it in the Callhippo integration.
Step 7 - Enter your Shopify username and password and click on the Login button.
Step 8 - Your Shopify account is connected now. Click on Next button to complete the integration.
Note:- There is a limitation for note(For call activity) in shopify ,so you must delete note in shopify after 5000 characters are reached in note.
Step 9 - Contacts created in the Shopify account should get synced with the Callhippo account.
Step 10 - If a call has been made on the Shopify contact from the Callhippo dialer then the call activity should be reflected in the particular contact.
Shopify Dashboard -> Customers -> Click on the customer’s contact -> Notes
Step 11 - Similarly, If a SMS has sent/received on the Shopify contact from the Callhippo dialer then the SMS activity should be reflected in the particular contact.
Shopify Dashboard -> Customers -> Click on the customer’s contact -> Notes
Step 12 - Call through the click to call extension:
Shopify Dashboard -> Customers -> Click on the customer’s contact.
Enable Click to Call:
Install the CallHippo Click-to-Call Chrome extension from the below link:
https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci