Three ways this makes you money.
Your data is already in BigQuery — GA4 exports there natively and Shopify flows in, so there is no replication project between you and the money. Every mechanism below runs on that one substrate. Identity, consent and authorization are how it stays legal and how it stays accurate.
Works with your tools — Direct Conversion
Your CRM, WMS, and customer-service tools hold data that has to be pushed to segments by hand. CRM Sync links it to an AI-automated Predictive Data Layer — managed by your content stakeholders, in real time.
SalesforceAdobe Experience ManagerKlaviyoHubSpotHeadlessShopify inboundShopify outboundGA4BigQueryPredictive Lifetime Value — AI-Enabled ConversionA/B SegmentsQA Release AutomationForward-Deploy CI/CD
Cross-functional with your DevOps and Security & Compliance teams
What it pays for
- You bid on who is actually worth it. BigQuery ML scores each customer's predicted lifetime value. Every conversion uploads to Google Ads in real time carrying that value, and Smart Bidding bids to it — Target ROAS or Maximize Conversion Value.Same budget, weighted toward customers worth more. Forward-looking value, not last click, and no overnight batch.
- Consent capture is bid quality. Consent Mode v2 gates the audience and remarketing features Performance Max runs on. Denied consent means no audience building and less observed data for Google's modelling to infer from.Two merchants with identical products and budget get different results on consent implementation alone.
- One setup reaches two buyers. The same consent-gated plane publishes audiences to Google for human shoppers, and agent-eligible offers over UCP that AI agents transact against under a signed mandate.Every unit of setup pays across human clicks and agent purchases. A database sync reaches neither.
And you steer it in plain language: a business analyst updates target key phrases as exact-phrase goals that take effect immediately — no engineer, no overnight wait, no Google Console project to stand up.
Made for real people
Least-privilege by default — each role gets exactly the access their job needs, not gated behind admins and IT.
DesignerBusiness AnalystQA / ComplianceAnalystDPO / CISO
The one-glance takeaway
No single role can do everything
The BA builds, QA signs off, the DPO governs — separation of duties, enforced at the data plane. Every permission stands on one baseline: your Shopify customer ID paired with a verified Google sign-in, flowing through the Segment Authorization Funnel. See the permission baseline, step by step →
Signed in, you see only the roles you hold — access is granted by invitation.
Uniquely resilient. When a vendor goes dark, most tools either stop — you lose the business — or quietly drop their guardrails. Ours do neither: consent, payment mandates, and audit are cryptographic and fail-closed, so an outage costs you throughput, never compliance.
At a glance
| | Monthly-fee vendors | CRM Sync (this one) |
|---|
| Who runs it | Engineers / their platform | A business analyst — just sign in, no keys |
| Your data | Locked in their silo | Yours — Shopify + BigQuery, export anytime |
| Consent, audit & resilience | Bolt-on, if any | Built into the data path — fail-closed, survives outages |
| Evidence ledger — Omnibus pricing · firmware/SBOM · consent | No | One ledger — Omnibus price evidence, firmware/SBOM records, Consent Mode v2. No martech tool offers this. |
| Agent-addressable (UCP) | No | Yes — agent-eligible offers on the Universal Commerce Protocol |
| Pricing | Monthly meter — lose your data if you stop | One fixed fee — an agency spreads it across every client |
Built to hold up — even on a bad day
Two promises sit under everything above, and both keep working even when part of the system goes down — because they rely on records and math, not on a server being awake.
It keeps working when things break
If any piece has a bad day — the database, the store, even our own edge — nothing is lost. Changes wait in line and catch up exactly once, so you never get a double order or a double charge. And when something can’t be verified, the answer is no: access and consent lock closed until the check works again. Broken never means open.
The rules are built into the road, not the signposts
A customer’s no beats a marketing campaign, automatically. A payment can only happen inside a signed spending permission with a cap. A sale price can’t be claimed unless the price history proves it. And every one of these events is written down the moment it happens, in a record that can’t be quietly edited — so an outside auditor can check the books without taking our word for anything.
Designed to the SOC 2 standard’s criteria. That is a design claim, not a certificate — the records are how we back it up.
Questions, or something not working? Returns & review sessions · Your data rights · support@crm-sync.dev
The stack your users can actually reach
Salesforce is gated behind admin and IT. The tools we build on are self-serve — your team connects them directly. Even Salesforce, when you need it, is a no-code Xano connector, not a pipeline.
The faster path to revenue
Your data already lands in BigQuery — GA4 exports to it natively, Shopify flows in. So there's no replication project between you and the money: connect → consent-gated audience → Google Ads → conversions. A Salesforce-to-database sync gets you rows in a database; you still have to build everything that turns rows into revenue. We start at the revenue end — and for an agency, one purchase runs across every client you manage.
How BigQuery drives your bidding
The advantage is obvious; here's the actual path — set up once, then it runs (no Google Console spelunking):
- Predicted value in BigQuery. BigQuery ML scores each customer's predicted LTV — forward-looking, not last-click.
- Conversions upload in real time. Every conversion, carrying its predicted value, imports to Google Ads instantly — no overnight batch.
- Smart Bidding optimizes on it. Google Smart Bidding bids to your value goal automatically — Maximize Conversion Value / Target ROAS — using the pLTV you fed it.
The result: instant, value-based bidding — the machine bids on who's actually worth it, the moment they convert.
And you steer it in plain language. The business analyst manages real-time search by updating the target key phrases — exact-phrase goals that take effect immediately. No engineer, no overnight wait: change the phrase, the bidding follows.
And it's not only Google's machine. Because the substrate is a clean, consent-gated BigQuery layer, it's directly queryable by LLMs and AI agents — over MCP (Model Context Protocol) and the Universal Commerce Protocol. An agent reads your data plane and acts under a scoped mandate: predict → bid → transact, on your behalf, consent enforced. Smart Bidding is one automation running on the substrate; LLM/agent automation is the next — same data, same governance.
And it's all "for free" — no per-conversion SaaS fee — because consent and compliance are built into the data path, not bolted on. The audit record, the reset plane, least-privilege: that's Enterprise Security and the Trust Framework, optimized — the same governed substrate the bidding, the search, and the agents all run on.
The force multiplier — humans and agents
The same consent-gated plane serves two buyers at once. To Google, it publishes audiences human shoppers convert on. Through the Universal Commerce Protocol (UCP), it publishes agent-eligible offers that AI agents can transact against under a signed mandate. The Google → UCP link is the multiplier: every unit of setup pays off across human clicks and agent purchases — and as agentic commerce grows, your catalog is already reachable. A Salesforce-to-database sync reaches neither.
Common questions
- What is CRM Sync?
- You already run Salesforce, HubSpot, or Klaviyo. CRM Sync is the consent-governed entitlement plane that sits above them — unifying identity, consent, entitlement, and AI-agent access across your customer stack into one real-time, auditable layer. It does not replace your CRM or ESP; it governs the data flowing through them. Its companion app, PIM Sync, does the same for product data across Salsify, Feedonomics, and Rithum.
- How is CRM Sync different from a CRM or a Salesforce sync tool?
- Salesforce, HubSpot, and Klaviyo each own a slice of your customer; Salsify, Feedonomics, and Rithum each own a slice of your product. A sync tool just moves rows between two of them; a point CRM owns one slice. CRM Sync is the governance layer above all of them — it joins those slices into one consent-gated, entitlement-scoped, audited plane: one consent record instead of four, one access policy for humans and AI agents, propagated in real time. (PIM Sync applies the same model to the product side.) Point tools govern only their own silo; CRM Sync governs across them, and adds agent-access controls (A2A read vs AP2 spend) none of them have.
- Do I need engineers or a platform team to run it?
- The controls are enterprise-grade; the operation is not a project. CRM Sync runs the cryptographic primitives a security team expects — HMAC-signed mandates, PKCE/OIDC auth, per-action authorization, offline-verifiable grants — while a business or revenue analyst operates it through the app: no Google Console project to stand up, no API keys to hold, no admin on every downstream tool. Enterprise governance without an enterprise integration tax — and no per-seat or per-row meter.
- What about product data (PIM) and the big feed platforms — Salsify, Feedonomics, Rithum?
- That is PIM Sync, our companion app on the Shopify App Store (apps.shopify.com/pim-sync). It is built on the same entitlement login, Claims, and data funnel as CRM Sync, and governs product data (PIM — Salsify, Feedonomics, Rithum) and digital assets (DAM) with the same consent, entitlement, and agent-access controls. Together, CRM Sync (customer) and PIM Sync (product) give you one governance model across customer, product, and asset — not disconnected silos.
- Does the same governance cover post-purchase — customer service, returns/RMA, fulfillment, and remittance?
- Yes. CRM Sync is a single source of permissions, spread across every channel — globally. The same consent, entitlement, and audit history extend across the post-purchase stack: customer-service and returns/RMA tools like Loop, Gorgias, Sprinklr, and ShipStation, plus remittance and settlement APIs. Every action a rep or an AI agent takes — reading an order, issuing a return, triggering a refund or a remittance — is scoped to the customer's consent and permissions, recorded with full provenance, and revocable, in whatever market it happens. One permission source, every channel, worldwide — not a separate silo per tool or region.
- What happens when every app has its own AI agent?
- Without a shared permission source, they collide. Every commerce app — Klaviyo, Gorgias, Loop, ShipStation, Salsify — is racing to add its own AI agent, each acting on the same customer with its own copy of state and its own idea of what is allowed. With no single source of permissions and consent, they conflate: one agent issues a refund while another re-charges; one honors a consent revocation the others never see; an action taken by one is invisible to the next. In real time these conflicts compound faster than a person can catch them — a small desync spirals. CRM Sync is the single source of permissions, consent, and history every agent checks against, so a multi-agent stack stays coherent instead of colliding. On that plane, data compliance and enterprise consent are the highest-priority signal: the moment a status or consent change is registered it propagates in real time at highest-order priority, so a revocation reaches every agent before the next action — not after the damage. And because that permission and consent record is owned by your organization, not rented from a SaaS vendor, you can enforce a privacy prioritization you would never control on someone else's platform — you own the data, and the rules that govern it.