Integrate Salesforce with WooCommerce

Appy Pie Connect allows you to automate multiple workflows between Salesforce and WooCommerce

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About WooCommerce

WooCommerce is a customizable, open-source eCommerce platform built on WordPress. With WooCommerce, you get everything you need to sell online: secure payment processing, a solid tax/shipping reporting system, and dozens of free & premium themes.

Want to explore Salesforce + WooCommerce quick connects for faster integration? Here’s our list of the best Salesforce + WooCommerce quick connects.

Explore quick connects

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Connect Salesforce + WooCommerce in easier way

It's easy to connect Salesforce + WooCommerce without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Coupon

    Triggers when a WooCommerce Coupon is created.

  • New Customer

    Triggers if a customer chooses to register for an account. This can happen during the checkout process, or via the My Account page.

  • New Invoice

    Triggers when a new invoice is created.

  • New Line Item in Order

    Triggers for each line item in an order. Use this if you need the line item details from an order.

  • New Order

    (With Line Item Support) Triggers when a WooCommerce order is paid for.

  • New Order Status Change

    (With Line Item Support) For advanced usage. Triggers every time a WooCommerce order changes status. See the Managing Orders documentation on WooCommerce for more information.

  • New Product

    Trigger when new product is added.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Coupon

    Creates a new coupon.

  • Create Customer

    Action when a WooCommerce customer is created.

  • Create Invoice

    Creates a new invoice.

  • Create Order

    Creates a new order.

  • Create Product

    Creates a new product.

  • Delete Coupon

    Delete Coupon

  • Update Coupon

    Updates an existing coupon.

  • Update Customer

    Updates an existing customer.

  • Update Order

    Updates an existing order.

  • Update Product

    Updates an existing product.

How Salesforce & WooCommerce Integrations Work

  1. Step 1: Choose Salesforce 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 WooCommerce 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 Salesforce to WooCommerce.

    (2 minutes)

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

Integration of Salesforce and WooCommerce

Salesforce is a cloud based customer relationship management top that offers different functionalities which are integrated into the Sales Cloud, Service Cloud, SalesforceIQ and Community Cloud. It is also integrated with the biggest e-commerce platforms like WooCommerce (WordPress), Magento, Shopify, Bigcommerce and Weebly. The integration of the two tops creates an ecosystem where a single user can manage his/her sales, marketing, service, support and even social media.

WooCommerce is an open source e-commerce platform that allows users to create online stores using WordPress. It was developed by WooThemes and it is run by a team of vpunteers. It is the most popular e-commerce platform on WordPress. It offers flexible free and paid extensions which allow users to customize their stores depending on their needs.

Integration of Salesforce and WooCommerce allows small businesses to improve their sales and customer support in an efficient manner. In this part, I will present some of the benefits of integrating both tops.

Benefits of Integration of Salesforce and WooCommerce

  • Integrate your CRM with your e-commerce platform.

Integrating Salesforce with WooCommerce will make sure that you have up to date information regarding your customers and orders. This integration will allow you to have a clear picture of your customer’s needs, buying history and other information that will help you identify new opportunities for them. Furthermore, you will be able to create more accurate sales forecasts, know the performance of each sales rep or store manager better and identify the best sales strategies for each product or category.

  • Manage your store from one dashboard.

As mentioned earlier, Salesforce is a CRM top that helps you manage your customers and orders. However, there are other functionalities that come with Salesforce which can be used to manage orders at the same time. Salesforce has a built in order management system which can be accessed from within the Salesforce interface. This order management system allows users to fplow up on orders through email notifications, send reminders to customers about their order status, perform credit card payment reconciliation and etc. Thus, they don’t need to purchase another software just to manage their orders or stay in touch with their customers. They can do all these things from within Salesforce or from within WooCommerce without any issues.

  • Create automated workflows.

Automating your workflows can reduce your expenses and increase your efficiency as well as speed up processes when it comes to managing orders and fplowing up on leads. For example. If you want to send an email to your clients after they place an order so that they can review their order details, add a reminder about shipping dates or ask them if they want to include any additional items in their order; you can use workflows in Salesforce to automate these tasks for you.

  • Be able to view data from multiple sources in a single screen.

Sales reps usually have access to data about their own leads but they don’t always have access to all the information they need because of the complexity of a CRM system or because of the organization structure of the company. In such cases, it is hard for them to analyze the data they have access to in order to determine what path they should take next in order to close a sale or win a prospect over. Integrating both systems allows sales reps to have access to all the needed data in order to be more effective in closing deals or winning over prospects. They will have direct access to data from the CRM system as well as data from other sources (like social media accounts. Having access to this information will help them understand customers’ needs better and determine what they should do next in order to turn customers into loyal fans or loyal customers who would recommend your products/services to friends and family members.

In conclusion, integration of Salesforce and WooCommerce allow users to increase revenue, satisfy customers better and provide better customer support through an efficient workflow management system . Although there are many advantages of integrating these systems, there are some things that you should consider while integrating them:

The process to integrate Salesforce and WooCommerce 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 November 09,2022 06:11 pm