CRM System & Automation Workflow

Can Sidekick help me to create an automated workflow that syncs spreadsheet data to existing Shopify metaobjects and connects it to the existing storefront sections.

All customer information should be centralized in Shopify CRM system, giving us a complete profile in a single place. This includes:

  • All sales (e-commerce and direct bank transfers)

  • Repair history (paid and complimentary)

  • Client details (address, DOB, ring size, preferences, anniversaries, key notes)

  • Proposal status (ongoing, delayed, confirmed, cancelled)

At least 50% of the data should automatically sync from existing sales channels (payments, contact details, etc.) to minimize manual entry. Manual input should only be required for additional notes or information not captured automatically.

Sidekick can create a Shopify Flow for you and can also create custom apps in admin. Would either of those work for your usecase here? Just ask sidekick to generate an app or help you build a custom Flow :slight_smile: