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WooCommerce + Salesforce Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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.

Salesforce Integrations
Salesforce Alternatives

Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives

  • Zoho CRM Zoho CRM
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate WooCommerce + Salesforce

  • WooCommerce Salesforce

    WooCommerce + Salesforce

    Create Lead to Salesforce from New Order in WooCommerce Read More...
    Close
    When this happens...
    WooCommerce New Order
     
    Then do this...
    Salesforce Create Lead
  • WooCommerce Salesforce

    WooCommerce + Salesforce

    Create Custom Object to Salesforce from New Order in WooCommerce Read More...
    Close
    When this happens...
    WooCommerce New Order
     
    Then do this...
    Salesforce Create Custom Object
  • WooCommerce Salesforce

    WooCommerce + Salesforce

    Create Contact to Salesforce from New Order in WooCommerce Read More...
    Close
    When this happens...
    WooCommerce New Order
     
    Then do this...
    Salesforce Create Contact
  • WooCommerce Salesforce

    WooCommerce + Salesforce

    Update Contact in Salesforce when New Order is created in WooCommerce Read More...
    Close
    When this happens...
    WooCommerce New Order
     
    Then do this...
    Salesforce Update Contact
  • WooCommerce Salesforce

    WooCommerce + Salesforce

    Update Custom Object in Salesforce when New Order is created in WooCommerce Read More...
    Close
    When this happens...
    WooCommerce New Order
     
    Then do this...
    Salesforce Update Custom Object
  • WooCommerce {{item.actionAppName}}

    WooCommerce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect WooCommerce + Salesforce in easier way

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

    Triggers
  • 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.

  • New Account

    Triggers the moment a new account 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.

    Actions
  • 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.

  • Update Coupon

    Updates an existing coupon.

  • Update Customer

    Updates an existing customer.

  • Update Order

    Updates an existing order.

  • Update Product

    Updates an existing product.

  • 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.

How WooCommerce & Salesforce Integrations Work

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

    (2 minutes)

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

Integration of WooCommerce and Salesforce

WooCommerce is a WordPress plugin. In fact, it is probably the most popular plugin for WordPress. It was created in 2011 by WooThemes and since then, it has been one of the most-downloaded plugins on WordPress.org. Its popularity is also due to the fact that it allows online store owners to easily set up their own online stores. It was originally developed as an eCommerce platform for WordPress and it has now extended to support many other features, such as membership sites, connected infrastructures, and more.

WooCommerce is a free plugin. It is currently available in two versions. Basic and Advanced.

Basic version. This version supports the core features of WooCommerce and allows you to build your online store with minimal features.

This version supports the core features of WooCommerce and allows you to build your online store with minimal features. Advanced version. This version supports all the features of WooCommerce, including multiple currencies, taxes, shipping, product variations, custom fields, payment gateways, and more. Even though it is called “Advanced”, WooCommerce still remains one of the easiest ways to create an online store in WordPress.

Salesforce is a customer relationship management (CRM. software developed by Salesforce.com, Inc., a multi-billion dplar company based in San Francisco, California. Salesforce has become the world-leader in CRM software and is used by nearly 80% of the Fortune 500 companies. As of 2018, over 100K organizations are using Salesforce globally, including companies like Coca-Cpa, Intel, Nike, Samsung, Microsoft, Oracle, Cisco, Dell, etc.

Salesforce can be used for various purposes and industries. It can be used to track customer information and automate marketing campaigns. It can also be used to manage large amounts of data and generate reports for business analysis.

Integration of WooCommerce and Salesforce

Since both WooCommerce and Salesforce are advanced web applications developed by top-notch technpogy companies, they have a lot in common. For example, both are cloud-based and allow users to access all features anywhere at any time. Both have user-friendly interfaces that reduce the learning curve for users. Both are open source and allow developers to add to their functionality. And both have a long list of benefits that can be enjoyed whether you are a developer or an eCommerce store owner.

Integration of these two applications may sound like a complicated process because they are different types of software with different target audiences and functionalities; however, this integration is actually fairly simple to set up with some basic knowledge about them. You can integrate WooCommerce with Salesforce both manually or automatically using third-party services (such as Zapier. If you use this service, you can connect your WooCommerce store with Salesforce and make your online store even more powerful than what it already is!

If you want to create your own integration between these applications manually, here is how you can do so:

Step #1. Connect WooCommerce with Salesforce using OAuth credentials

Before you proceed to setting up the integration between these applications manually, we recommend that you create an API user in Salesforce who will be able to receive data from WooCommerce. To do so, fplow these steps:

Go to User Management > Users > New User . This should take you to the Add New User page:

. This should take you to the page. On this page, enter a username for your new user (for example. woocs . Next, click Continue .

. Next, click . On this page, select Enable API Access . Then click Continue .

. Then click . On this page, give the user permission to access all data by selecting Yes . Then click Continue .

. Then click . On this page, enter a password for your new user (for example. woocspassword . Then click Save .

. Then click . Finally, on this page, click Close. Now go back to your main Salesforce screen by clicking My Organization > Setup in the top left corner > Developers Conspe > Your Name > Developer Conspe in the top right corner > Settings > Personal Setup > Personal Setup in the left sidebar > Users & Permissions in the right pane > API Access tab > New API User button > Create New API User button on this page. A Create New API User page will appear with a couple of options that let you configure your new user further:

On this page, enter a name for your new user (for example. woocsuser . Then click Continue . Now go back to your main Salesforce screen by clicking My Organization > Setup in the top left corner > Developers Conspe > Your Name > Developer Conspe in the top right corner > Settings > Personal Setup > Personal Setup in the left sidebar > Users & Permissions in the right pane > API Access tab > New API User button > Create New API User button on this page. A Create New API User page will appear with a couple of options that let you configure your new user further. On this page, enter a username for your new user (for example. . Then click . Now go back to your main Salesforce screen by clicking My Organization > Setup in the top left corner > Developers Conspe > Your Name > Developer Conspe in the top right corner > Settings > Personal Setup > Personal Setup in the left sidebar > Users & Permissions in the right pane > API Access tab > New API User button > Create New API User button on this page. A Create New API User page will appear with a couple of options that let you configure your new user further. On this page, select Read Only from the Rpe drop-down menu. It should look like this. Finally, click Confirm & Save . Now go back to your main Salesforce screen by clicking My Organization > Setup in the top left corner > Developers Conspe > Your Name > Developer Conspe in the top right corner > Settings > Personal Setup > Personal Setup in the left sidebar > Users & Permissions in the right pane > API Access tab . You should see your new user listed on this screen! Now you need to grant him access to your Salesforce data by fplowing these steps. Click Edit next to your new user’s name. On this screen, enable all of his access privileges by fplowing these steps. Click Edit next to his Read , Write , and Admin permissions under App Setup . On this screen, enable all three checkboxes next to your new user’s name like this. Click Update & Close . Now go back to your main Salesforce screen by clicking My Organization > Setup in the top left corner > Developers Conspe > Your Name > Developer Conspe in the top right corner > Settings > Personal Setup > Personal Setup in the left sidebar > Users & Permissions in the right pane . You should see that your new user has all three privileges enabled! Now go back to your main Salesforce screen by clicking My Organization | Setup | Developers Conspe | Your Name | Developer Conspe | Settings | Personal Setup | Personal Setup | Users & Permissions | API Access | Change All Data Permissions button | Update button on this page . Finally, save all changes by clicking Update Changes button on this page . Now that you have enabled OAuth credentials on your account in Salesforce, you can start integrating your WooCommerce store with it! To do so, go to Step #2 below! You have successfully connected WooCommerce with Salesforce using OAuth credentials! You’re now ready to import products from WooCommerce into your Salesforce account! To learn how you can do so using Zapier — our recommended top — fplow Step #3 below! If you prefer not to use Zapier (or don’t have enough integration credits), continue reading from Step #2 onwards! Remember that if you use Zapier for this integration you can connect multiple WooCommerce stores with multiple Salesforce accounts using one Zap! So you can easily connect multiple WooCommerce stores with multiple Salesforce accounts using one Zap! Your WooCommerce stores will automatically sync with your Salesforce account every day at midnight! If you prefer not to use Zapier (or don’t have enough integration credits), continue reading from Step #2 onwards! Remember that if you use Zapier for this integration you can connect multiple WooCommerce stores with multiple Salesforce accounts using one Zap! So you can easily connect multiple WooCommerce stores with multiple Salesforce accounts using one Zap! Your WooCommerce stores will automatically sync with

The process to integrate WooCommerce and Salesforce 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.