Capsule CRM + Shift4Shop (3dcart) Integration

Connect Capsule CRM to Shift4Shop (3dcart) - Automate your workflows in 1-click

Make use of Capsule CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Shift4Shop (3dcart) automations help you streamline order processing, manage inventory levels, and improve customer communication. Combine the benefits of both with Integrately’s Capsule CRM + Shift4Shop (3dcart) integration.
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Shift4Shop (3dcart) + Capsule CRM Integration

Create Capsule CRM person from new Shift4Shop (3dcart) customer

If you're an ecommerce business owner who uses Shift4Shop (3dcart) to power your online store, you'll be happy to know that when a new person is created in Capsule CRM, this automation will automatically create a customer in Shift4Shop (3dcart).

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Shift4Shop (3dcart) + Capsule CRM Integration

Create Capsule CRM person from new Shift4Shop (3dcart) order

As an online store owner, you're likely using Shift4Shop (3dcart) to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate Shift4Shop (3dcart) with Capsule CRM? This integration will allow you to automatically create a person for each new order in Capsule CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Capsule CRM + Shift4Shop (3dcart) Integration

Create Shift4Shop (3dcart) customer for new Capsule CRM person

Creating a new Shift4Shop (3dcart) customer for every new Capsule CRM person is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Capsule CRM - Shift4Shop (3dcart) integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Shift4Shop (3dcart) and Capsule CRM systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Capsule CRM + Shift4Shop (3dcart) Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation whenever a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation whenever a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation whenever a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation whenever any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation whenever a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation whenever any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation whenever a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation whenever any organization's profile is modified

    Instant
  • Shift4Shop (3dcart)
    Order is created in Shift4Shop (3dcart)

    Triggers the automation whenever a new order is created

    Instant
  • Shift4Shop (3dcart)
    Customer is created in Shift4Shop (3dcart)

    Triggers the automation whenever a new customer is created

    Instant
  • Shift4Shop (3dcart)
    Order status is changed in Shift4Shop (3dcart)

    Triggers the automation whenever the order status changes

    Instant
  • Shift4Shop (3dcart)
    Product is created in Shift4Shop (3dcart)

    Triggers the automation whenever a new product is created

    Instant
  • Shift4Shop (3dcart)
    Product is updated in Shift4Shop (3dcart)

    Triggers the automation whenever a product is updated

    Instant
  • Shift4Shop (3dcart)
    Product stock is changed in Shift4Shop (3dcart)

    Triggers the automation whenever the inventory level of a product changes

    Instant
  • Shift4Shop (3dcart)
    Product is deleted in Shift4Shop (3dcart)

    Triggers the automation whenever a product is deleted

    Instant
2.
  • Capsule CRM
    Create person in Capsule CRM

    Automatically generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Automatically retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Automatically creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Automatically searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Automatically creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Automatically adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Automatically generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Automatically finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Automatically searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Automatically assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Automatically generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Automatically searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Automatically searches for a milestone

  • Shift4Shop (3dcart)
    Create customer in Shift4Shop (3dcart)

    Automatically adds a new customer to the database

  • Shift4Shop (3dcart)
    Search customer in Shift4Shop (3dcart)

    Automatically locate and retrieve customer information

  • Shift4Shop (3dcart)
    Create simple product in Shift4Shop (3dcart)

    Automatically creates a new simple product

  • Shift4Shop (3dcart)
    Create advanced product in Shift4Shop (3dcart)

    Automatically creates a new advanced product

  • Shift4Shop (3dcart)
    Search product in Shift4Shop (3dcart)

    Automatically searches for a product

  • Shift4Shop (3dcart)
    Create cart in Shift4Shop (3dcart)

    Automatically generates a shopping cart for selected items

  • Shift4Shop (3dcart)
    Search cart in Shift4Shop (3dcart)

    Automatically searches for a cart

  • Shift4Shop (3dcart)
    Add item to cart in Shift4Shop (3dcart)

    Automatically adds selected items to the shopping cart with a click of a button

  • Shift4Shop (3dcart)
    Create order in Shift4Shop (3dcart)

    Automatically creates a new order

  • Shift4Shop (3dcart)
    Update order in Shift4Shop (3dcart)

    Automatically updates the status and details of an existing order

  • Shift4Shop (3dcart)
    Search order in Shift4Shop (3dcart)

    Automatically searches for a order

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