Integration for WooCommerce and Salesforce

Mô tả

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.

Send Historical Orders/Customers to Salesforce

Easily export all old woocommerce orders and Customers to Salesforce in just one click. This feature is available in pro version only.

Full Synchronization

All Woocommerce Orders/Customers/Products are fully synchronized with Salesforce. If you update/delete/restore an order that order will be updated/deleted/restored in Salesforce. You can import Products from Salesforce to Woocommerce too.

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. for example , you can assign Contact to Account or Order

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 lead’s email and phone number using popular email and phone lookup services.

Premium Addons

We have 20+ premium addons and new ones being added regularly, it’s likely we have everything you’ll ever need.View All Add-ons

Want to send data to other crm

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

Ảnh màn hình

  • Connect Salesforce Account.
  • Connect Multiple Salesforce Accounts.
  • Map Salesforce Fields to WooCommerce fields.
  • Create New Entry in Salesforce or Update Old Entry searched By Primary key.
  • Filter Orders.
  • Orders Sent to Salesforce.

Hỏi đáp

Where can I get support?

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

WooCommerce Integration with Salesforce

  • 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 salesforce

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.

Woocommerce Salesforce connector

  • 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.

Đánh giá

1 Tháng Tám, 2022
We really appreciate how flexible it is and the support has been great so far. Very early days with the plugin as we've been in testing mode only.
20 Tháng Bảy, 2022
We started using Crm Perks plugins for most of our wp installations, they work perfectly, are easy to use, and they are cost effective. I strongly suggest to take a look for any integration project. Great people. A.S.
29 Tháng Tư, 2022
This plugin is highly configurable, which allows you to map a bunch of data to salesforce custom fields and add highly descriptive notes. The support is always ready to answer your questions and concerns in a swift manner.
2 Tháng Tư, 2022
The plugin does exactly what we need it to do and works seamlessly with Salesforce. I am not a developer but found it easy to set up. The CRM Perks Support team were also excellent in providing guidance whenever needed. They are quick to respond and very helpful.
23 Tháng Mười, 2021
I was looking for a SalesForce connector to Woocommerece. Out of 5 products I tried, this one did it out of the box. It's easy to setup and works well. If it doesn't work, their support is second to none. I send an email and get a response in 1 day (weekends included). These guys know what they are doing end to end.
Đọc tất cả 32 đánh giá

Người đóng góp & Lập trình viên

“Integration for WooCommerce and Salesforce” là mã nguồn mở. Những người sau đã đóng góp vào plugin này.

Những người đóng góp

Nhật ký thay đổi

1.6.1

  • added filter for adding primary key fields.

1.6.0

  • fixed “trim search term” issue.

1.5.9

  • added “auto trim lengtly fields” feature.

1.5.8

  • fixed “connection lost” issue.

1.5.7

  • fixed “missing Order fields” issue.

1.5.6

  • fixed “updating product price” issue.

1.5.5

  • added “refund reason” field.

1.5.4

  • fixed php8 issues.

1.5.3

  • fixed update_profile hook.

1.5.2

  • added campaign ID field.

1.5.1

  • fixed “disable_rules” error.

1.5.0

  • added “shpping as line item” feature
  • fixed shipping fields
  • fixed variation sku field.

1.4.9

  • fixed “test connection” button
  • fixed “custom filter” feature for products feed

1.4.8

  • added product_cats and order notes fields.
  • added user_caps field.

1.4.7

  • fixed timezone issue in date_created field.
  • fixed optin filters feature.

1.4.6

  • fixed “hidden connection notice” issue

1.4.5

  • fixed “double saving same feed” issue.
  • fixed file_get_contents function for files.
  • fixed “trigger feed events”.
  • added separate note title feature.

1.4.4

  • fixed “self::$order is undefined”.

1.4.3

  • fixed “No fields in feed” error.

1.4.2

  • added name and email as Primary key.
  • fixed entities issue in multi-picklist value.

1.4.1

  • fixed get objects list.

1.4

  • added products and user Sync Support.
  • added Saleforce Sandbox support.

1.0

  • Initial release.