CRM Integration: Log Every Call Outcome to Shopify and Your CRM

Make every conversation measurable. Catana automatically records dispositions, notes, and transcripts for each call—then writes outcomes to Shopify orders and your connected CRM or help desk for a complete customer history.

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Catana CRM Sync

Automatic Call Logging for Shopify + CRM

Capture every call outcome, transcript, and next step—then sync it to Shopify and your CRM or help desk instantly. No more missed notes or incomplete records.

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Unified customer timeline

Attach summaries and recordings to the order and customer profile for one source of truth.

Trigger workflows automatically

Kick off refunds, returns, tasks, or NPS journeys based on detected intent and disposition.

Searchable transcripts

Find calls by keyword, intent, tags, or order ID across systems in seconds.

Clean analytics

Standardized fields power accurate dashboards for resolution rate, CSAT drivers, and deflection.

Catana

"With outcomes and transcripts written automatically to Shopify and our CRM, follow-ups are faster and reporting is finally trustworthy."

Shopify + CRM call logging

AI that captures outcomes and context automatically

Catana eliminates copy-paste busywork by logging standardized outcomes, tags, and summaries wherever your team works. Keep analytics clean and give agents full context for every future interaction.

AUTOMATION

Hands-free call dispositioning

Auto-write results (resolved, refund issued, exchange started, follow-up required), plus notes, next steps, and owner.

INTEGRATION

Sync with Shopify and your CRM

Attach transcripts and summaries to Shopify orders/customers and push structured fields to HubSpot, Salesforce, Gorgias, or Zendesk.

INTELLIGENCE

Entity & intent extraction

Detect order IDs, SKUs, shipping terms, and sentiment to auto-tag records and trigger workflows or SLAs.

USE CASES

Ecommerce support solutions powered by AI

Automate your most common support requests—from order tracking to refunds—so your team can focus on what matters most.

After-Hours Support

Enables 24/7 coverage so customers can get help when the team is offline. This directly impacts sales recovery, customer satisfaction, and missed-call reduction.

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Order Tracking

"Where's my order?" is the #1 ecommerce support request. Automating it eliminates the highest-volume support burden and improves customer experience.

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Refund and Order-Status Calls

Handles the second-most frequent support category—refunds and returns—instantly, reducing friction and ticket load.

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Shipping Questions

Provides real-time delivery info and courier details, preventing inbound calls about shipping policies or delays.

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Call Triage

Filters routine vs. urgent calls, escalating only complex issues to human staff—critical for busy stores with limited support bandwidth.

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Post-Purchase Satisfaction

Automatically gathers feedback and detects churn or issues early, turning support automation into a retention and marketing asset.

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SCALE

Reliable call data across all systems

Maintain a single source of truth at high volume. Catana enforces field standards, retries failed writes, and keeps audit trails so analytics, QA, and reporting stay accurate.

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