Connect SugarCRM and Shopify to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record Created
Record Updated
Choose an Action
Automatically do this!
Create Customer
Find Customers
Create Order
Create Product
Update Customer
Find Orders
Find Products
Get Order Status
Search Product
Create Draft Order
Add Discount Code to Draft Order
Remove Discount Code
Get all Discount Coupon Codes
Add Tag to an Order
Cancel Order
Update Product
Adjust Inventory Quantity
Create Blog Article
Ready to use SugarCRM and Shopify automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Record Updated
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
New Customer
Triggers when a new customer is created to Shopify account
New Order
Triggers when a new order is created.
New Product
Triggers when a new product is created to Shopify account.
Order Deleted
Triggers when a order is deleted in Shopify account.
Do thisActions
Action is the task that follows automatically within your SugarCRM integrations.
Create Record
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Update Record
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Find or Create Record
Finds a record in selected module or creates a new one if none exists.
Create Customer
Creates a new Shopify customer with contact info, optional addresses, tax settings, tags, and marketing consents.
Find Customers
Finds customers by name, email, phone, or other filters and returns matching customer details.
Create Order
Creates a new order in your Shopify store.
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Step by step guides to integrate SugarCRM and Shopify
Frequently Asked Questions
To start, connect both your SugarCRM and Shopify accounts to viaSocket. Once connected, you can set up a workflow where an event in SugarCRM triggers actions in Shopify (or vice versa).
Absolutely. You can customize how SugarCRM data is recorded in Shopify. This includes choosing which data fields go into which fields of Shopify, setting up custom formats, and filtering out unwanted information.
The data sync between SugarCRM and Shopify typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SugarCRM and Shopify. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn MoreAbout Shopify
Shopify is a leading e-commerce platform that allows anyone to set up an online store and sell their products. Merchants can also sell their products in person with Shopify POS.
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