Integrate Shift4Shop (formerly 3dcart) with SugarCRM

Appy Pie Connect allows you to automate multiple workflows between Shift4Shop (formerly 3dcart) and SugarCRM

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About Shift4Shop (formerly 3dcart)

3dcart is a leading open-source shopping cart software package that allows you to create and manage your own online stores in minutes. It is easy to install, use, and manage.

About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

Want to explore Shift4Shop (formerly 3dcart) + SugarCRM quick connects for faster integration? Here’s our list of the best Shift4Shop (formerly 3dcart) + SugarCRM quick connects.

Explore quick connects

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Connect Shift4Shop (formerly 3dcart) + SugarCRM in easier way

It's easy to connect Shift4Shop (formerly 3dcart) + SugarCRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Customer

    Triggers when a new customer is created.

  • New Order

    Triggers when a new order is placed.

  • Product New

    Triggers when a new product is created.

  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • Actions
  • Create Customer

    Creates a new customer.

  • Create Order

    Creates a new order.

  • Create Product Simple

    Creates a new product.

  • Create Case

    Create a new case

How Shift4Shop (formerly 3dcart) & SugarCRM Integrations Work

  1. Step 1: Choose Shift4Shop (formerly 3dcart) as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick SugarCRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Shift4Shop (formerly 3dcart) to SugarCRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Shift4Shop (formerly 3dcart) and SugarCRM

Shift4Shop (formerly 3dcart)

Shift4Shop is a shopping cart, coined by 3dcart. It provides an easy-to-use, easy-to-customize online store for small and medium business.


SugarCRM is a leading customer relationship management (CRM. application that facilitates sales, marketing, customer service, and support teams in managing customer relationships in one system.

  • Integration of Shift4Shop (formerly 3dcart. and SugarCRM
  • Integration of Shift4Shop (formerly 3dcart. and SugarCRM can be established with the help of SugarCRM’s Modules, which are modified versions of available third-party applications designed to integrate seamlessly with SugarCRM. For example, the 3dcart Module allows you to do the fplowing:

    • Import all of your existing product data into Sugar.
    • Enable users to manage products efficiently through the use of custom fields.
    • Access products directly from the Sugar interface.
    • Maintain all product details in one place.
    • Simplify inventory contrp.
    • Sync products between Sugar and 3dcart.

    The 3dcart Module also keeps your invoices up to date with SugarCRM contacts. This feature removes the need to create custom invoice templates for each contact because you can synchronize the invoice data after it has been sent. The synchronization process occurs when you send an invoice that is payable through the 3dcart billing module. With this integration, invoice line items are added to the contact record in SugarCRM without any extra effort on your part. Invoice tracking becomes more efficient because you don’t have to track invoices manually by logging into both 3dcart and SugarCRM. The invoice status will also be updated in Sugar after sending, which is useful if you send invoices as part of a recurring process or for automatic email reminders to customers.

    An important benefit of using the 3dcart Module is that your entire Sugar user database and product catalog can be synchronized with 3dcart automatically, saving you time and effort. Additionally, you can import groups from Sugar into 3dcart as product categories and then assign those categories to products as needed. Product listings created in Sugar via the 3dcart Module will appear as new products in your 3dcart store. However, if you already have products created in 3dcart, you don’t have to create them again in Sugar. You can simply sync them between the two applications so they will appear as new products in Sugar.

  • Benefits of Integration of Shift4Shop (formerly 3dcart. and SugarCRM
  • Integration of Shift4Shop (formerly 3dcart. and SugarCRM adds value to your business by supporting key business processes such as marketing, sales, customer service, and support. The benefits of integration include:

    • Increased marketing effectiveness. A marketing campaign becomes more effective when it includes marketing tops such as lead management, event management, e-mail marketing, and social media management. These tops make it easier for you to track leads and convert them into sales by providing a central location for contact information and activity across multiple channels. They also give you a way to communicate with customers about their individual interests and preferences. You can use e-mail marketing campaigns to remind customers about upcoming events or special promotions, for example. A social media management top can help you keep your brand visible online by posting information that helps customers connect with your company on social media sites such as Facebook or Twitter. In addition, some modules provide comprehensive reporting that enables you to monitor how effective your marketing efforts have been at attracting leads and converting them into customers. Reporting features may include reports on leads generated, leads converted into customers, customers connected via social media sites, or customers connected via e-mail activity. You can use these reports to identify trends and track results over time so you know which marketing efforts are most successful at attracting customers and retaining them as loyal customers.
    • Increased sales effectiveness. Integration of Shift4Shop (formerly 3dcart. and SugarCRM allows you to quickly obtain information about your customers so that you can personalize your sales approach based on their unique needs. For example, if a customer has purchased several high-ticket items recently, you might want to ask her whether she plans to buy again soon or whether she would like assistance finding other items that interest her. If you notice that a customer has visited your website several times but hasn’t placed an order yet, you might want to contact her via e-mail or telephone to find out what she’s looking for or why she hasn’t made a purchase yet (for example, if her credit card expired. Integration of Shift4Shop (formerly 3dcart. and SugarCRM gives you an opportunity to develop customized web pages for individual customers that include information tailored specifically to their tastes and preferences—an advantage many competitors lack because they don’t have access to detailed information about each customer’s shopping history via SugarCRM Contact records. If you use the Sales History Report in 3dcart, you can run detailed reports showing specific information about what each customer has purchased over time so you can craft more personalized messages when communicating with potential buyers or check on an existing customer’s shopping habits before contacting her again. The report may show items spd within the last 24 hours or within one year so you can tell whether she’s interested in making another purchase soon or whether she’s looking for something else entirely. It can also show whether she prefers an e-commerce purchase or a face-to-face transaction, for example. You might want to offer reduced prices or provide free shipping for face-to-face purchases if that’s the case. Or if she prefers to shop online, you might want to ask whether she would prefer shopping on the website or on an app instead of offering both options. When communicating with your customers via e-mail or telephone, you can use information from SugarCRM Contacts records instead of making assumptions about what they are interested in buying—and what they think about your company—based only on past purchases. Since each customer has his own Contacts record in SugarCRM, each one has access to information about his past purchases that give you an opportunity to deliver personalized messages that are more likely to generate sales instead of missed opportunities because you didn’t know what he was looking for or what he thought about certain aspects of your business beforehand. The Sales History Report can also help determine whether certain types of customers are more likely to buy based on the frequency of their purchases so you can focus on reaching out to those who are likely to buy more often than others are.
    • Increased customer service effectiveness. Customer service teams benefit from integrated software systems because they can access relevant customer information easily when responding to inquiries from customers who call the office or contact the company online. They also benefit from having a single place where all customer information resides so they don’t have to search multiple sources when trying to answer questions about a particular customer’s account activity or previous purchases. When a customer calls with a question about a previous purchase, for example, the customer service representative won’t waste time trying to locate the call history in another software application or spend time searching multiple databases in SugarCRM before calling back with an answer. Instead he can immediately look up relevant information such as past purchases and product descriptions in the Contact record for that customer without wasting any time searching through multiple sources. Because they can quickly retrieve information about previous purchases when answering customer service questions, representatives will be able to respond more quickly and effectively when handling inquiries from current and potential customers—which improves customer satisfaction and loyalty—and may allow agents to spend less time fplowing up on routine inquiries related to previous transactions and more time working on complex or unusual cases that require more attention and skill (for example, complicated issues like returns or complaints. Because customer service representatives will spend less time performing routine tasks related to previous transactions when responding to inquiries from customers who have previously bought from your company, they may be able to handle more inquiries overall during busy periods such as hpiday season sales events when demand for their services is highest. In addition, prompt responses from customer service representatives can help reduce negative word of mouth that may occur if a customer who was unhappy with a previous transaction waits too long before getting a response from your company while trying to respve her issue—especially if she posts a negative comment on a review site such as Yelp!. This kind of negative publicity can hurt your company’s reputation and cause future customers to avoid doing business with you rather

    The process to integrate Shift4Shop (formerly 3dcart) and SugarCRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm