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Contacts
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Contacts
All customer contacts
| Name | Company | Stage | Country | Source | Owner | Added | |
|---|---|---|---|---|---|---|---|
Web Leads
Inbound inquiries from Shopify & website forms
| Company | Country | Contact Name | Model Interest | Status | Source | Date | |
|---|---|---|---|---|---|---|---|
Companies
Account management
| Company | Industry | Country | Status | Contacts | Distributors | |
|---|---|---|---|---|---|---|
Deals Pipeline
Track and close your sales
Activities
Tasks, calls and meetings
| Activity | Contact | Type | Due | Assigned | Status | |
|---|---|---|---|---|---|---|
Import Data
Import contacts from CSV, Excel (.xlsx), or JSON files
Drop your file here or click to browse
Supports CSV, TSV, XLSX, XLS, JSON · Max 5,000 rows
| File | Type | Imported | Skipped | Errors | Status | Date |
|---|---|---|---|---|---|---|
Shopify Sync
Connect distributor forms to PaintCRM
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Shopify Connection
Webhook receiver
✓ Webhook endpoint active on your server
HOW IT WORKS
① Distributor fills form on your Shopify / website
② Form POSTs to Webhook URL
③ PaintCRM auto-creates Distributor contact
④ Team sees it instantly in Distributors tab
② Form POSTs to Webhook URL
③ PaintCRM auto-creates Distributor contact
④ Team sees it instantly in Distributors tab
| Shopify Field | CRM Field | Status |
|---|---|---|
| first_name, last_name | Contact Name | ✓ Auto |
| Email (dedup) | ✓ Auto | |
| phone | Phone | ✓ Auto |
| country | Country + Distributor tag | ✓ Auto |
| model | Model Interest (Eve/Eve+/Pro/Simba) | ✓ Auto |
| intention = "Distributor" | Stage: Lead + Type: Distributor | ✓ Auto |
SETUP INSTRUCTIONS
Option A — Shopify Flow:
Admin → Apps → Flow → New Workflow → Trigger: Form submitted → HTTP Request → Webhook URL → Body:
Option C — Zapier / Make.com: HTTP POST trigger → your Webhook URL → map fields.
Admin → Apps → Flow → New Workflow → Trigger: Form submitted → HTTP Request → Webhook URL → Body:
{"first_name":"{{customer.first_name}}","last_name":"{{customer.last_name}}","email":"{{customer.email}}","phone":"{{customer.phone}}","country":"{{customer.default_address.country}}","model":"{{form.security_model}}","intention":"Distributor"}
Option B — HTML form POST: Set your form action directly to the Webhook URL.Option C — Zapier / Make.com: HTTP POST trigger → your Webhook URL → map fields.
Reports
Pipeline and customer analytics
Total Contacts
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Distributors
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Pipeline Value
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Won Revenue
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DEALS BY STAGE
DISTRIBUTORS BY COUNTRY
Settings
Workspace & preferences
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API Extensions
Add API keys here as you integrate new services. Keys are stored in config.php on the server.
💡 Add your key to
config.php on the server. Reload this page after saving.Add new API integrations by creating api/my_integration.php and calling it from the frontend.