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Plugin 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.
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
Screenshots
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.
