Plugins
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WooCommerce Salesforce Integration

LICENSE TYPE: INFINITE

Description

Easily create leads, contacts or any object in Salesforce when an order is placed via WooCommerce. Learn more at crmperks.com

WooCommerce Salesforce Integration Setup

  • Go to WooCommerce -> Settings -> Salesforce tab then add new account.
  • Go to WooCommerce -> Salesforce Feeds tab then create new feed.
  • Map required Salesforce fields to WooCommerce Order fields.
  • Send your test entry to Salesforce CRM.
  • Go to WooCommerce -> Salesforce Logs and verify, if entry was sent to Salesforce.

Connect Salesforce Account

You can connect Salesforce Account by Oauth 2.0 or Salesforce Organization ID if API is not enabled. Also you can connect multiple Saleforce accounts.

Fields Mapping

Simply Select Salesforce CRM Object then map WooCommerce Order/product/user fields to Salesforce Object(Account, Lead, Contact, Case, custom Object etc) fields.

Export Event

Choose event, when WooCommerce Order data should be sent to Salesforce. For example , send WooCommerce Order to Salesforce when Order Status changes to processing.

Primary Key

Instead of creating new Object in salesforce, you can update old object by setting Primary Key field.

Error Reporting

If there is an error while sending data to Salesforce, an email containing the error details will be sent to the specified email address.

CRM Logs

Plugin saves detailed log of each entry whether sent or not sent to to Salesforce and easily resend an entry to Salesforce.

Filter Orders

By default all orders are sent to Salesforce, but you can apply filters & setup rules to limit the orders sent to Salesforce. For example sending Orders from specific city to Salesforce.

Send Data As Notes

You can send one to many WooCommerce Order fields data as an object Note in salesforce.

Assign Objects

An Object created/updated by one feed can be assigned to the Object created/updated by other feed.

Premium Version.

Following features are available in Premium version only.WooCommerce Salesforce Integration

  • Add WooCommerce Order Items to Salesforce.
  • Salesforce Custom fields.
  • Salesforce Phone Number fields.
  • Products Synchronization (from Woocommerce to Salesforce and from salesforce to Woocommerce).
  • WordPress Users Synchronization (from Woocommerce to Salesforce).
  • Send WooCommerce Orders in bulk to Salesforce.
  • Add a lead/Contact to campaign in Salesforce CRM.
  • Assign owner to any object(Contact, lead , account etc) in Salesforce.
  • Assign object created/updated/found by one feed to other feed. For example assigning a contact to a custom Salesforce object.
  • Track Google Analytics Parameters and Geolocation of a WooCommerce customer.
  • Lookup leads email and phone number using popular email and phone lookup services.

Premium Addons

We have 20+ premium addons and new ones being added regularly, its likely we have everything youll ever need.View All Add-ons

Want to send data to other crm

We have Premium Extensions for 20+ CRMs.View All CRM Extensions

Screenshots

FAQ

Our team provides free support at https://www.crmperks.com/contact-us/.

  • First Connect your Salesforce account to WooCommerce.
  • Go to Salesforce feeds and Create a feed, select Object then map salesforce fields to WooCommerce fields.
  • All New WooCommerce Orders will be automatically sent to your Salesforce account.
  • You can Open any Order then click Send to Salesforce button.

Woocommerce is a free wordpress plugin, When someone places Order via Woocommerce, you can send this data to Salesforce with this free WooCommerce Salesforce plugin.

  • You can easily connect Salesforce to Woocommerce with free WooCommerce Salesforce plugin.
  • Simply Connect your Salesforce account first.
  • Create Salesforce feed then map fields.
  • All new Orders will be automatically sent to Salesforce.

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