B2B connecteur CRM custom app custom theme customer account devis Shopify Digiforma Pipedrive

Maker3D: Shopify B2B journey, cart quotes, and CRM integrations

MAKERSHOP - projet Shopify Tranzistor

The need

Maker3D needed an advanced B2B journey in Shopify: professional registration, SIRET validation, quote requests from the cart, management of public institutions, and continuity with business tools.

The project aimed to bring together the e-commerce front, the private Shopify app, and commercial workflows to avoid re-entry and provide a better experience for professional customers.

MAKERSHOP - solution Shopify Tranzistor

The result

The B2B funnel becomes smoother: a professional client can declare their needs, submit their information, obtain a quote, and transition to structured sales follow-up.

Shopify remains the e-commerce entry point, but the private app handles business rules that should not be forced into the theme.

Why this Shopify project?

Maker3D needed an advanced B2B journey in Shopify: professional registration, SIRET validation, quote requests from the cart, management of public institutions, and continuity with business tools.

The project aimed to connect the e-commerce front, the private Shopify app, and sales workflows to avoid re-entering data and provide a better experience for professional customers.

What Tranzistor Shopify agency built

  • Creation of an automated quote process based on the cart, including customer data, product lines, discounts, delivery, and document generation.
  • Integration of SIRET validation via Sirene data, custom forms, and Shopify pages adapted to B2B needs.
  • Connection with Pipedrive for sales tracking, adoption of Digiforma logic for training, and enrichment of the Shopify customer account.

Results and e-commerce impact

The B2B funnel becomes smoother: a professional customer can state their needs, transmit their information, obtain a quote, and transition to structured sales follow-up.

Shopify remains the e-commerce entry point, but the private app handles business rules that should not be forced into the theme.

Project keywords

  • Shopify private app
  • B2B Shopify
  • automatic quotes
  • Pipedrive connector
Voir la boutique

FAQ

Peut-on créer un devis automatiquement depuis un panier Shopify ?

Oui. Une app privée Shopify peut lire le panier ou la demande client, structurer les lignes, calculer les informations utiles et générer un devis exploitable par l'équipe commerciale.

Pourquoi valider le SIRET dans un parcours B2B Shopify ?

La validation SIRET sécurise l'inscription professionnelle et évite de traiter manuellement des demandes incomplètes. Elle permet aussi de préparer des règles B2B plus fiables.

À quoi sert une app privée dans ce type de projet ?

Elle porte les logiques métier : CRM, PDF, validation, automatisation, synchronisation et enrichissement du compte client, sans alourdir le thème Shopify.