WooCommerce Salesforce Integration

Beschreibung

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 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.

FAQ

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.

Rezensionen

8. Juli 2020
The plugin itself does everything needed, although it's a little unintuitive in places. Whenever I've had a question, customer support have responded to me very quickly and had the question answered or issued solved straight away.
2. Juli 2020
Didn't try anything TOO integration, but whatever I needed to accomplish to integrate between Salesforce and WooCommerce was accomplished with their support. Will recommmend WooCommerce to clients because of this plugin alone.
29. Juni 2020
Hello We have tested the WooCommerce Salesforce plugin that allows the orders to be sent to Salesforce opportunity object (that was our need but you can sync to other objects), so far, it works smoothly and the feeds we set up work as advertised. With the premium version, it allows the synchronization of the order line items too which are added to the opportunity products in Salesforce (for this you need to put your SF product code into the SKU product field in WooCommerce for the sync) So far so good, very pleased with the synchronization and the support from the team. I recommend this plugin *thumbs up*
23. Juni 2020
They contact me since day one asking me if everything was fine. When I had a problem they fixed it very quickly.
4. Juni 2020
We have a very unique salesforce instance with person accounts and custom objects. The plugin didn't work at first, but the CRM Perks team ensured I got the support I needed to have the plugin work. Everything is working for our unique situation and saves a ton of time. Our business is working with confidence that data is flowing accurately from woocommerce.
Lies alle 14 Rezensionen

Mitwirkende & Entwickler

„WooCommerce Salesforce Integration“ ist Open-Source-Software. Folgende Menschen haben an diesem Plugin mitgewirkt:

Mitwirkende

Änderungsprotokoll

1.5.0

  • added „shpping as line item“ feature

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.