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.
- 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
Open the Shopify App Store listing
Search "DMtoLead" on apps.shopify.com or click the Install on Shopify button from yourTraining → Knowledge → Add source in DMtoLead.
- 2
Pick the store
If you admin multiple Shopify stores, pick the one to connect.
- 3
Approve scopes
DMtoLead requests
read_products,read_inventory,read_ordersandwrite_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
Land back in DMtoLead
Shopify redirects you to your DMtoLead dashboard with the store connected. Wait for the initial catalog sync and confirm the source reports healthy before relying on it.
- 5
Give the right AI Assistant access
Open the relevant AI Assistant job, select the Shopify store in its Knowledge step and save. Test a product with variants or limited stock before activating the job.
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:
- In Shopify Admin, create a Custom App (Settings → Apps and sales channels → Develop apps).
- Grant the same four scopes:
read_products,read_inventory,read_orders,write_orders. - Install the custom app, copy the Admin API access token.
- In DMtoLead → Training → Knowledge → Add source → 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 — synchronized 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 business data 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 Training → Knowledge → the Shopify source → Disconnect inside DMtoLead. Either is enough.