The Problem
When customer data lives in silos — your storefront knows purchase history but your CRM doesn't, and vice versa — sales and marketing teams lack the full picture. This leads to generic outreach, missed upsell opportunities, and poor customer service.
How The Workflow Works
1
New customer places an order on the storefront
2
APIWORX checks for existing CRM record by email or phone
3
If new, a CRM contact is created with profile and purchase data
4
If existing, CRM record is updated with latest purchase information
5
Customer segments and tags are synced bidirectionally
6
Purchase history feeds into CRM for lifetime value tracking
7
CRM lifecycle stage updates flow back to the storefront for personalization
Systems Typically Involved
Data Objects
Customers
Contacts
Companies
Purchase History
Segments
Tags
Business Outcomes
360-degree customer view across commerce and CRM
Personalized marketing based on real purchase data
Improved customer retention with lifecycle-based engagement
Sales team visibility into customer purchase patterns