ShopMotive: CRM Sync for ClickUp

Built by Loopstates, ShopMotive connects your WooCommerce store to your ClickUp workspace. It automatically converts WooCommerce orders, customer profiles, refunds, and order notes into ClickUp tasks so your fulfillment, support, and sales teams can manage store operations directly inside ClickUp.

When an order is placed or updated in WooCommerce, ShopMotive captures the event and generates or updates a corresponding task in ClickUp. You can map WooCommerce fields (such as billing details, customer lifetime spend, discount codes, and shipping addresses) to ClickUp custom fields, automatically assign tasks to team members based on order thresholds, and keep order statuses synchronized between both platforms.

Event processing is executed in the background to ensure customer checkouts remain fast and responsive. The plugin connects securely with the ShopMotive Cloud Service to process API handshakes and deliver payloads reliably without impacting your website’s performance. Full setup guides and tutorials are available on the ShopMotive Documentation Portal.

Subscription Plans & Pricing

ShopMotive Connect offers flexible plans to scale with your business requirements. For full plan comparisons, pricing tiers, and quota upgrades, visit the ShopMotive Pricing & Plans page.

• Free Plan

  • Sync Quota: 100 tasks/month
  • Store Connections: Single Store
  • Sync Direction: WP -> ClickUp Only (Unidirectional)
  • Order & Customer Sync: Yes
  • WooCommerce Sidebar Widgets: Yes
  • WordPress User Mapping: Yes
  • Bi-directional Notes/Comments: WP -> ClickUp Only (Unidirectional)
  • Bi-directional Status Updates: WP -> ClickUp Only (Unidirectional)

• Growth Plan

  • Sync Quota: 1,000 tasks/month
  • Store Connections: Single Store
  • Sync Direction: Bi-directional
  • Order & Customer Sync: Yes
  • WooCommerce Sidebar Widgets: Yes
  • WordPress User Mapping: Yes
  • Bi-directional Notes/Comments: Yes
  • Bi-directional Status Updates: Yes
  • Custom Field Mapping: Yes
  • Refund Sync Rules: Yes

• Pro Plan

  • Sync Quota: 10,000 tasks/month
  • Store Connections: Up to 5 Stores
  • Sync Direction: Bi-directional
  • Order & Customer Sync: Yes
  • WooCommerce Sidebar Widgets: Yes
  • WordPress User Mapping: Yes
  • Bi-directional Notes/Comments: Yes
  • Bi-directional Status Updates: Yes
  • Custom Field Mapping: Yes
  • Refund Sync Rules: Yes
  • Line-Item Split Routing: Yes

Key Features

• Automated Order-to-Task Conversion: Instantly creates structured ClickUp task cards the second a customer places an order on WooCommerce, giving your fulfillment team real-time visibility without refreshing WordPress.
• 2-Way Order Status Control: Move a task card to “Processing”, “Shipped”, or “Completed” inside ClickUp, and ShopMotive automatically updates the order status in WooCommerce and notifies the customer.
• 360° Customer Lifetime Value & CRM Sync: Sync buyer profiles, total order history, lifetime spend, billing details, and shipping addresses into custom ClickUp fields for VIP customer management.
• Smart Team & Priority Routing: Automatically assign high-value orders (e.g. over $200) to specific team members and apply “Urgent” or “High” priority tags to expedite fulfillment.
• Bi-Directional Order Notes & Refund Tracking: Keep your support team and warehouse in sync. Internal WooCommerce order notes and customer refund requests automatically sync to task comment threads in ClickUp.
• Zero Checkout Speed Impact: Runs completely in the background without adding a single millisecond of delay to your WooCommerce checkout flow or store loading speeds.
• Multi-Item Order Split Subtasks: Optionally break multi-item orders into linked child subtasks in ClickUp so different warehouse departments can fulfill items simultaneously.
• WP Admin Order Sidebar Widget: Manage linked ClickUp task IDs, check live status updates, and trigger manual syncs directly from the WooCommerce Edit Order screen.
• Fail-Safe Automatic Retries: Retains order dispatches during temporary ClickUp API outages and automatically retries dispatches so no order is ever missed.

External Services

ShopMotive: CRM Sync for ClickUp utilizes external cloud APIs to manage authentication tokens, decrypt keys, and queue requests safely:

• ShopMotive Cloud Sync Proxy: https://shopmotive.apps.loopstates.com
• ClickUp REST API Service: https://api.clickup.com

By activating this connector, e-commerce data (order line items, notes, billing addresses, and customer profiles) is securely sent to the ShopMotive Cloud Service and ClickUp APIs via HTTPS to generate tasks.

• Documentation & Help: ShopMotive Documentation
• Pricing & Plans: ShopMotive Pricing
• Privacy Policy: ShopMotive Privacy Policy
• Terms of Service: ShopMotive Terms
• ClickUp Terms: ClickUp Terms of Service

Professional Data Safety & Collection Disclosure

To guarantee high service reliability, prompt technical support, and prevention of synchronization outages, ShopMotive Connect securely synchronizes specific store administrative metadata with our cloud servers:

• Site Title (Store Name): Collected to identify your store configuration in our administrative portal.
• Administrator Email Address: Retained to automatically notify you in the event of continuous ClickUp API handshake failures or key expirations.
• Site Owner / Administrator Name: Used to personalize merchant assistance and authenticate support request tickets.
• Integration Telemetry (Sync Counts & Log Stats): Tracks transaction volumes to monitor subscription quotas and alert you before you reach rate limits.

All administrative metadata is stored in our secure, encrypted cloud database. This data is utilized solely for customer support, service health monitoring, and system security, and is never shared with third parties. Telemetry data is retained for the lifetime of your integration and is permanently deleted within 30 days of subscription cancellation.

Developer API: Hooks & Filters

ShopMotive Connect is built with extensibility at its core. You can use standard WordPress filters to customize sync logic:

1. Bypass Syncing for Specific Orders

add_filter( 'shopmotive_should_sync_order', function( $should_sync, $order_id, $order ) {
    // Example: Bypass sync if order total is under $10.00
    if ( $order && $order->get_total() < 10.00 ) {
        return false;
    }
    return $should_sync;
}, 10, 3 );

2. Customize Order Sync Payloads

add_filter( 'shopmotive_order_payload', function( $payload, $order ) {
    // Example: Append a custom checkout field to order payload
    $payload['meta_data']['custom_gift_wrap_note'] = get_post_meta( $order->get_id(), '_gift_wrap_note', true );
    return $payload;
}, 10, 2 );

3. Adjust Failed Webhook Retry Attempts

add_filter( 'shopmotive_retry_limit', function( $limit ) {
    return 5; // Increase retry tolerance to 5 attempts
} );

4. Filter HTTP API Request Arguments

add_filter( 'shopmotive_api_request_headers', function( $headers, $endpoint ) {
    $headers['X-Developer-Partner-Id'] = 'my_partner_key';
    return $headers;
}, 10, 2 );

5. Bypass Customer Syncing

add_filter( 'shopmotive_should_sync_customer', function( $should_sync, $customer_id, $new_data ) {
    // Example: Bypass sync for test accounts
    if ( isset( $new_data['email'] ) && strpos( $new_data['email'], '@test.com' ) !== false ) {
        return false;
    }
    return $should_sync;
}, 10, 3 );

6. Customize Customer Payload

add_filter( 'shopmotive_customer_payload', function( $payload, $customer_id ) {
    $payload['custom_user_segment'] = 'VIP';
    return $payload;
}, 10, 2 );

7. Customize Refund Payload

add_filter( 'shopmotive_refund_payload', function( $payload, $refund_id, $order ) {
    $payload['refund_reason'] = get_post_meta( $refund_id, '_refund_reason', true );
    return $payload;
}, 10, 3 );

8. Customize Order Note Payload

add_filter( 'shopmotive_order_note_payload', function( $payload, $note_id, $order ) {
    $payload['note_urgency'] = 'high';
    return $payload;
}, 10, 3 );

9. Customize Checkout Payload

add_filter( 'shopmotive_checkout_payload', function( $payload, $order_id, $order ) {
    $payload['cart_hash'] = $order->get_cart_hash();
    return $payload;
}, 10, 3 );

10. Filter API Retry Delay

add_filter( 'shopmotive_retry_delay', function( $delay, $attempts, $topic ) {
    return 10 * $attempts; // Linear backoff of 10s per retry
}, 10, 3 );