CRM Auth

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Setup Wizard

Welcome to CRM Sync

Commerce is pivoting from human-to-human to agent-mediated — AI agents discover, negotiate, and transact for customers. CRM Sync is the consent-first identity, consent & agent-permission layer that makes that safe, right inside your Webflow site.

1 · Connect your worker

Point the extension at your CRM Sync worker and authenticate.

2 · Connect your data

Add only what you need — Shopify (customers & commerce), Xano (identity store), or Webflow CMS (publishing). Do it now in Config, or skip and come back.

3 · Turn on your surfaces

Enable the consent banner, account, and dashboard embeds and set your consent defaults — the customer-facing surfaces CRM Sync powers.

You're set up

Paste the embed loader on your site, then manage everything from the dashboard.

Worker Connection

Your deployed Cloudflare CRM Worker endpoint
Tenant token from your CRM Sync purchase, or admin key for self-hosted workers
Need your own worker? Contact Sales →
Upgrade to a Private Worker for dedicated infrastructure, custom domains, and full data isolation. View plans

ERP & WMS Systems

The CRM App's core purpose: connect to your ERP (financials/GL, costing, MRP) and WMS (inventory, fulfillment). Secrets are stored on the worker and masked here.

Shopify Credentials

Settings → Store details → numeric ID in URL
Headless channel → Customer Account API → Client ID (Public/PKCE, no secret needed)
Click the button below to connect automatically, or paste a token from Dev Dashboard.
Dev Dashboard → Settings → Secret. Used for OAuth token exchange.

Webflow CMS Sync

Webflow Site Settings → Integrations → API Access → Generate token. Scopes: CMS read/write.
Found in Webflow Designer → CMS → Customers collection → Settings → Collection ID

Google OAuth

Pre-configured on your CRM worker. No setup needed on shared plans.
Custom OAuth domains available on Private & Enterprise plans

Xano Backend

Email (Resend)

From resend.com/api-keys. Required for password reset emails.
Must use a verified domain in Resend. Format: Name <email@domain.com>

Google Analytics (GA4)

GA4 property → Admin → Data Streams → Web → Measurement ID
GA4 property → Admin → Data Streams → Measurement Protocol API secrets → Create

Integrations

Adobe Experience Platform is supported directly — configure it below.
Additional platforms are available on an enterprise deployment:
Salesforce • HubSpot • Klaviyo • Attentive • Braze
Enterprise deployment & pricing →

Adobe Experience Platform (AEP)

Adobe Admin Console → Organization ID
Adobe Developer Console → Project → OAuth Server-to-Server credential
AEP → Sources → HTTP API → Streaming connection → Inlet ID
AEP sandbox name (default: prod)

Auth Methods

Session

Consent & Privacy

UCP Entitlement

Agent protocol access — controls AI agent interactions with customer data

Shopify Everywhere

Embed a consent-governed funnel on any surface. Pick a funnel, pick a platform, copy the snippet. (Recycled from the Story-Story embed model.)

Connect a worker to generate the snippet…

Footer Code (Site Settings)

Paste into Webflow Site Settings → Custom Code → Footer Code

CRM Footer Loader

Page Embeds

Code Embeds for specific pages

Account Page
UCP Dashboard
Compliance / Privacy
Shop Page

Nav Element

The auth script hooks into element with id="kb-login" or id="lo-login"

PIM Sync Embeds

Product catalog embeds from PIM Sync Worker

Your PIM Sync Cloudflare Worker endpoint
Header CSS Variables
Footer / Collection Grid
PDP Variants

Channels & Add-ons

Omni-channel projection of entitlement + consent through Xano (integration layer / data funnel) to Cloudflare, Shopify, GA4, and enterprise add-ons (Adobe / SAP / Nielsen). Full management — sync, connectors, and the Data Funnel (mapping & rules) upsell — lives in the Config Portal.

ChannelCadenceConfiguredCursorStatus
Connect a worker to load channels…

Current Plan

Dedicated Instance
$325/month
Dedicated Cloudflare / Xano instance

Plans

Download + Session
App download plus a single consulting session
$90
one-time
  • Full app download (PWA / native)
  • One 1:1 consulting session
  • CRM sync (Shopify ↔ Xano ↔ Webflow)
  • Setup guidance & handoff
Weekly Consulting
Hands-on weekly consulting — cancel any time
$700/month
  • Everything in Download + Session
  • Weekly 1:1 consulting
  • Priority implementation support
  • Cancel any time
Dedicated Instance
Dedicated Cloudflare / Xano instance
$325/month
  • Own Cloudflare account & KV namespace
  • Dedicated Xano instance
  • Custom domain for worker
  • Data residency control
  • Priority support
Enterprise
Integration & migration
Custom
  • Everything in Dedicated Instance
  • Adobe AEP integration
  • Salesforce & Klaviyo connectors
  • Data migration & onboarding
  • Dedicated SLA
Contact Sales

Manage Subscription

How pricing works:
• Subscriptions are managed via Shopify App Billing
• Charges appear on the merchant's Shopify invoice
• Plan changes take effect at next billing cycle
• Cancel anytime from Shopify Admin → Apps

Worker Health

Not checked

Auth Endpoints

OAuth Redirect URIs

Secure token exchange endpoints for customer sign-in. Registered with each identity provider.

Custom Worker Setup Shared

[LOCKED]
Custom CDN domain and dedicated OAuth endpoints
Available on Private ($325/mo) and Enterprise plans
Upgrade Plan →

Consent & Privacy API

Not checked

GDPR / Data Requests

Not checked

Pricing Compliance Status

EU Omnibus (Directive 2019/2161): the chatbot only quotes a "was" price when a verified 30-day prior-lowest reference exists. Captures land in the crm_price_observations ledger.

Not checked

PIM Linked Logging (Omnibus)

Optional connector — sockets CRM price observations to the linked PIM Sync app over the shared Xano seam. Fail-closed: disabled leaves capture local-only.

Xano outbox keeps the shared Xano layer as the only seam (replay + cursor).
Drift guard — must match the PIM ⇄ CRM boundary contract version.

Variant Reference Lookup