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.
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.
Want to explore WooCommerce + Salesforce quick connects for faster integration? Here’s our list of the best WooCommerce + Salesforce quick connects.
Explore quick connectsLooking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives
It's easy to connect WooCommerce + Salesforce without coding knowledge. Start creating your own business flow.
Triggers when a WooCommerce Coupon is created.
Triggers if a customer chooses to register for an account. This can happen during the checkout process, or via the My Account page.
Triggers when a new invoice is created.
Triggers for each line item in an order. Use this if you need the line item details from an order.
(With Line Item Support) Triggers when a WooCommerce order is paid for.
(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.
Trigger when new product is added.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Creates a new coupon.
Action when a WooCommerce customer is created.
Creates a new invoice.
Creates a new order.
Creates a new product.
Delete Coupon
Updates an existing coupon.
Updates an existing customer.
Updates an existing order.
Updates an existing product.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Updates a existing record.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
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.
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 Appy Pie Connect. 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 Appy Pie Connect — our recommended top — fplow Step #3 below! If you prefer not to use Appy Pie Connect (or don’t have enough integration credits), continue reading from Step #2 onwards! Remember that if you use Appy Pie Connect for this integration you can connect multiple WooCommerce stores with multiple Salesforce accounts using one Connect! So you can easily connect multiple WooCommerce stores with multiple Salesforce accounts using one Connect! Your WooCommerce stores will automatically sync with your Salesforce account every day at midnight! If you prefer not to use Appy Pie Connect (or don’t have enough integration credits), continue reading from Step #2 onwards! Remember that if you use Appy Pie Connect for this integration you can connect multiple WooCommerce stores with multiple Salesforce accounts using one Connect! So you can easily connect multiple WooCommerce stores with multiple Salesforce accounts using one Connect! 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.
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