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Salesforce + WooCommerce Integrations

Appy Pie Connect allows you to automate multiple workflows between Salesforce and WooCommerce

About Salesforce

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.

About WooCommerce

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.

WooCommerce Integrations
WooCommerce Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Shopify Shopify

Best Salesforce and WooCommerce Integrations

  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Salesforce New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Salesforce New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
  • Salesforce Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Salesforce {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Salesforce + WooCommerce in easier way

It's easy to connect Salesforce + WooCommerce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Customer

    Triggers if a customer chooses to register for an account. This can happen during the checkout process, or via the My Account page.

  • New Invoice

    Triggers when a new invoice is created.

  • New Line Item in Order

    Triggers for each line item in an order. Use this if you need the line item details from an order.

  • New Order

    (With Line Item Support) Triggers when a WooCommerce order is paid for.

  • New Order Status Change

    (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.

  • New Product

    Trigger when new product is added.

    Actions
  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Coupon

    Creates a new coupon.

  • Create Customer

    Action when a WooCommerce customer is created.

  • Create Invoice

    Creates a new invoice.

  • Create Order

    Creates a new order.

  • Create Product

    Creates a new product.

  • Update Coupon

    Updates an existing coupon.

  • Update Customer

    Updates an existing customer.

  • Update Order

    Updates an existing order.

  • Update Product

    Updates an existing product.

How Salesforce & WooCommerce Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Salesforce with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select WooCommerce as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate WooCommerce with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and WooCommerce

Salesforce is a cloud based customer relationship management top that offers different functionalities which are integrated into the Sales Cloud, Service Cloud, SalesforceIQ and Community Cloud. It is also integrated with the biggest e-commerce platforms like WooCommerce (WordPress), Magento, Shopify, Bigcommerce and Weebly. The integration of the two tops creates an ecosystem where a single user can manage his/her sales, marketing, service, support and even social media.

WooCommerce is an open source e-commerce platform that allows users to create online stores using WordPress. It was developed by WooThemes and it is run by a team of vpunteers. It is the most popular e-commerce platform on WordPress. It offers flexible free and paid extensions which allow users to customize their stores depending on their needs.

Integration of Salesforce and WooCommerce allows small businesses to improve their sales and customer support in an efficient manner. In this part, I will present some of the benefits of integrating both tops.

Benefits of Integration of Salesforce and WooCommerce

  • Integrate your CRM with your e-commerce platform.

Integrating Salesforce with WooCommerce will make sure that you have up to date information regarding your customers and orders. This integration will allow you to have a clear picture of your customer’s needs, buying history and other information that will help you identify new opportunities for them. Furthermore, you will be able to create more accurate sales forecasts, know the performance of each sales rep or store manager better and identify the best sales strategies for each product or category.

  • Manage your store from one dashboard.

As mentioned earlier, Salesforce is a CRM top that helps you manage your customers and orders. However, there are other functionalities that come with Salesforce which can be used to manage orders at the same time. Salesforce has a built in order management system which can be accessed from within the Salesforce interface. This order management system allows users to fplow up on orders through email notifications, send reminders to customers about their order status, perform credit card payment reconciliation and etc. Thus, they don’t need to purchase another software just to manage their orders or stay in touch with their customers. They can do all these things from within Salesforce or from within WooCommerce without any issues.

  • Create automated workflows.

Automating your workflows can reduce your expenses and increase your efficiency as well as speed up processes when it comes to managing orders and fplowing up on leads. For example. If you want to send an email to your clients after they place an order so that they can review their order details, add a reminder about shipping dates or ask them if they want to include any additional items in their order; you can use workflows in Salesforce to automate these tasks for you.

  • Be able to view data from multiple sources in a single screen.

Sales reps usually have access to data about their own leads but they don’t always have access to all the information they need because of the complexity of a CRM system or because of the organization structure of the company. In such cases, it is hard for them to analyze the data they have access to in order to determine what path they should take next in order to close a sale or win a prospect over. Integrating both systems allows sales reps to have access to all the needed data in order to be more effective in closing deals or winning over prospects. They will have direct access to data from the CRM system as well as data from other sources (like social media accounts. Having access to this information will help them understand customers’ needs better and determine what they should do next in order to turn customers into loyal fans or loyal customers who would recommend your products/services to friends and family members.

In conclusion, integration of Salesforce and WooCommerce allow users to increase revenue, satisfy customers better and provide better customer support through an efficient workflow management system . Although there are many advantages of integrating these systems, there are some things that you should consider while integrating them:

The process to integrate Salesforce and WooCommerce 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.