Shopify E-commerce & CRM Automation for a Solar Product Industry

Overview: A solar products company selling solar modules, inverters, pumps, and accessories online

Business Challenge

• Manage both B2C and B2B customers efficiently
• Consolidate a primary customer and product database
• Automate lead capture from the Shopify website
• Enable two-way product and stock synchronization between Shopify and Zoho Inventory
• Handle different order flows for B2C instant purchases and B2B custom orders
• Maintain transparency with data sync logs

Objective

To build a unified automation flow between Shopify, Zoho CRM, and Zoho Inventory, covering lead generation, product management, stock synchronization, and order processing for both B2C and B2B customers.

Solution Architecture by Elite Tech Global

Shopify Commerce + Zoho CRM + Zoho Inventory - Seamlessly Connected

Step 1: Lead Capture from Shopify

• Multiple category-specific forms were created on the Shopify website.
• When a visitor fills out a form:
• Lead details are automatically pushed into Zoho CRM with relevant product/category context.
• This enabled tailored follow-up by the sales team.

Step 2: Contact Creation and B2B/B2C Segmentation

• Upon lead qualification:
• B2C leads (direct buyers) went through standard order flow on Shopify.
• B2B leads were further processed manually (special pricing, large volume discussions).
• After a lead is qualified:
• Contact information is automatically created in Zoho Inventory via CRM-triggered automation.
• Zoho Inventory becomes the Primary Customer Database for all transactions.

Step 3: Shopify + Zoho Inventory 2-Way Synchronization

• Products Sync: Products created/updated in Zoho Inventory are synced to Shopify.
• Stock Sync: When stock is adjusted (through B2B orders or manual updates), Zoho Inventory updates Shopify stock levels automatically.
• Customer Sync: B2C customer details captured in Shopify sync back to Zoho Inventory as customers.

Step 4: Order Management - B2C and B2B Flows

• B2C Orders:
• Direct orders placed on the Shopify site.
• Payment collected in Shopify.
• Only stock adjustments and product movement reflected in Zoho Inventory.
• B2B Orders:
• Sales team processes orders manually in Zoho Inventory.
• If inventory is insufficient:
• Vendor coordination happens manually.
• Once inventory is confirmed:
• Sales order is created, then converted into an invoice for payment collection.
• Post-payment, the stock is adjusted, and Shopify stock is updated.

Step 5: Data Sync Log Management in Zoho CRM

• A custom module was created in Zoho CRM called "Data Sync Logs."
• Every integration event (lead sync, product sync, order sync) is logged.
• Logs help in tracking sync status, troubleshooting issues, and auditing system performance.

Results Delivered

Solar E-commerce Journey (Harnessing Automation for Growth)

Step 1: Lead Capture - Start of the Solar Journey

"Every form filled powers the future."

• Shopify forms gather categorized leads automatically into Zoho CRM.

Step 2: Contact and Customer Creation

"Every lead deserves a journey—be it a retail customer or a corporate giant."

• Qualified leads are created as customers in Zoho Inventory.
• B2C and B2B journeys separated for better experience.

Step 3: Inventory & Shopify—In Perfect Sync

"Stock levels that customers (and sellers) can trust."

• Products and quantities synced between Zoho Inventory and Shopify automatically.

Step 4: Order Processing - Fast for B2C, Custom for B2B

"Instant checkout or carefully negotiated—handled with ease."

• B2C orders flow directly.
• B2B orders manually processed with flexible vendor management.

Step 5: Data Visibility and Control

"Know what’s happening—at every step."

• Custom logs track all data movement, ensuring complete transparency and easy troubleshooting.

Summary: Powering E-commerce Operations with Seamless Integration

Human Touch:

• Personalized B2B handling and engagement
• Custom solutions for large orders and special requirements

Automation Backbone:

• Shopify-Zoho Inventory stock and product sync
• CRM-driven lead and customer journey mapping
• Full system logs for real-time health monitoring

Conclusion

Elite Tech Global successfully built a scalable Shopify-Zoho architecture for the solar products client, streamlining their B2C and B2B operations.

The company now enjoys automated customer management, real-time inventory control, and seamless e-commerce operations—giving them agility and clarity across all transactions.