DocsConnect your dataShopify

Connect Shopify

DMtoLead is on the Shopify App Store. Install it like any other app — your AI immediately has live access to products, inventory and orders.

What you get when Shopify is connected
  • The AI can quote prices, check stock, and describe products using your live catalog (no manual upload).
  • The AI can look up an order by order number or by the customer's email.
  • New products you add show up in AI replies within minutes — no re-sync.

Install from the Shopify App Store

The cleanest path: install DMtoLead from the Shopify App Store listing. This handles OAuth, scopes and webhook subscription in one flow.

  1. 1

    Open the Shopify App Store listing

    Search "DMtoLead" on apps.shopify.com or click the Install on Shopify button from your DMtoLead dashboard's Integrations page.

  2. 2

    Pick the store

    If you admin multiple Shopify stores, pick the one to connect.

  3. 3

    Approve scopes

    DMtoLead requests read_products, read_inventory, read_orders and write_orders. The write scope is for creating draft orders the AI proposes (e.g. "Want me to put together an order for 2 of these?") — DMtoLead never edits or deletes existing orders.

  4. 4

    Land back in DMtoLead

    Shopify redirects you to your DMtoLead dashboard with the store connected. The AI starts seeing the catalog within ~30 seconds of install.

  5. 5

    Pick which automations use this data

    Open Automations → your automation → Linked data sources, and check the Shopify store. Save. The AI will now consult Shopify on every relevant question.

Test it
From a connected channel (Instagram DM is easiest), ask: "What sizes of [your bestseller] do you have in stock?" The AI should reply with live inventory pulled from Shopify, not a generic "let me check" response.

Alternative: manual access token (advanced)

For agencies managing many client stores or for stores that prefer a custom-app token over App Store install, you can paste an Admin API access token directly:

  1. In Shopify Admin, create a Custom App (Settings → Apps and sales channels → Develop apps).
  2. Grant the same four scopes: read_products, read_inventory, read_orders, write_orders.
  3. Install the custom app, copy the Admin API access token.
  4. In DMtoLead → Integrations → Shopify → Manual setup, paste your store URL (your-store.myshopify.com) and the token.

What the AI does with Shopify data

  • Product Q&A — descriptions, materials, sizes, variants, prices, all from your product data.
  • Stock checks — real-time inventory across locations.
  • Order lookup — by order number or by the customer's email; surfaces status, tracking, fulfillment.
  • Draft order creation — when a customer says "I'll take 2 of these," the AI can create a draft order link and DM it.
  • Abandoned-cart context — if a customer DMs after abandoning a cart, the AI sees the abandoned line items and can answer about them.

Multiple stores

Each Shopify store counts as one RAG source. Plan tier sets the maximum (Free 1 / Starter 3 / Pro 10 / Business+ unlimited — see pricing). For agencies with many client stores, the managed-account model on the Agency plan is usually a better fit than stacking many stores into one workspace.

Uninstalling

Two ways: either uninstall the DMtoLead app from your Shopify Admin → Apps page (Shopify revokes our token automatically), or open Integrations → Shopify → Disconnect inside DMtoLead. Either is enough.