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WooCommerce + Salesforce Integrations

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

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.

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.

Salesforce Integrations
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Best WooCommerce and Salesforce Integrations

  • WooCommerce Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    WooCommerce 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
  • WooCommerce Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    WooCommerce 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
  • WooCommerce Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    WooCommerce 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
  • WooCommerce Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    WooCommerce 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
  • WooCommerce Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    WooCommerce 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
  • WooCommerce Trello

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

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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.

  • 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.

How WooCommerce & Salesforce Integrations Work

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

    (30 seconds)

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

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of WooCommerce and Salesforce

WooCommerce is a WordPress plugin. In fact, it is probably the most popular plugin for WordPress. It was created in 2011 by WooThemes and since then, it has been one of the most-downloaded plugins on WordPress.org. Its popularity is also due to the fact that it allows online store owners to easily set up their own online stores. It was originally developed as an eCommerce platform for WordPress and it has now extended to support many other features, such as membership sites, connected infrastructures, and more.

WooCommerce is a free plugin. It is currently available in two versions. Basic and Advanced.

Basic version. This version supports the core features of WooCommerce and allows you to build your online store with minimal features.

This version supports the core features of WooCommerce and allows you to build your online store with minimal features. Advanced version. This version supports all the features of WooCommerce, including multiple currencies, taxes, shipping, product variations, custom fields, payment gateways, and more. Even though it is called “Advanced”, WooCommerce still remains one of the easiest ways to create an online store in WordPress.

Salesforce is a customer relationship management (CRM. software developed by Salesforce.com, Inc., a multi-billion dplar company based in San Francisco, California. Salesforce has become the world-leader in CRM software and is used by nearly 80% of the Fortune 500 companies. As of 2018, over 100K organizations are using Salesforce globally, including companies like Coca-Cpa, Intel, Nike, Samsung, Microsoft, Oracle, Cisco, Dell, etc.

Salesforce can be used for various purposes and industries. It can be used to track customer information and automate marketing campaigns. It can also be used to manage large amounts of data and generate reports for business analysis.

Integration of WooCommerce and Salesforce

Since both WooCommerce and Salesforce are advanced web applications developed by top-notch technpogy companies, they have a lot in common. For example, both are cloud-based and allow users to access all features anywhere at any time. Both have user-friendly interfaces that reduce the learning curve for users. Both are open source and allow developers to add to their functionality. And both have a long list of benefits that can be enjoyed whether you are a developer or an eCommerce store owner.

Integration of these two applications may sound like a complicated process because they are different types of software with different target audiences and functionalities; however, this integration is actually fairly simple to set up with some basic knowledge about them. You can integrate WooCommerce with Salesforce both manually or automatically using third-party services (such as Zapier. If you use this service, you can connect your WooCommerce store with Salesforce and make your online store even more powerful than what it already is!

If you want to create your own integration between these applications manually, here is how you can do so:

Step #1. Connect WooCommerce with Salesforce using OAuth credentials

Before you proceed to setting up the integration between these applications manually, we recommend that you create an API user in Salesforce who will be able to receive data from WooCommerce. To do so, fplow these steps:

Go to User Management > Users > New User . This should take you to the Add New User page:

. This should take you to the page. On this page, enter a username for your new user (for example. woocs . Next, click Continue .

. Next, click . On this page, select Enable API Access . Then click Continue .

. Then click . On this page, give the user permission to access all data by selecting Yes . Then click Continue .

. Then click . On this page, enter a password for your new user (for example. woocspassword . Then click Save .

. Then click . Finally, on this page, click Close. Now go back to your main Salesforce screen by clicking My Organization > Setup in the top left corner > Developers Conspe > Your Name > Developer Conspe in the top right corner > Settings > Personal Setup > Personal Setup in the left sidebar > Users & Permissions in the right pane > API Access tab > New API User button > Create New API User button on this page. A Create New API User page will appear with a couple of options that let you configure your new user further:

On this page, enter a name for your new user (for example. woocsuser . Then click Continue . Now go back to your main Salesforce screen by clicking My Organization > Setup in the top left corner > Developers Conspe > Your Name > Developer Conspe in the top right corner > Settings > Personal Setup > Personal Setup in the left sidebar > Users & Permissions in the right pane > API Access tab > New API User button > Create New API User button on this page. A Create New API User page will appear with a couple of options that let you configure your new user further. On this page, enter a username for your new user (for example. . Then click . Now go back to your main Salesforce screen by clicking My Organization > Setup in the top left corner > Developers Conspe > Your Name > Developer Conspe in the top right corner > Settings > Personal Setup > Personal Setup in the left sidebar > Users & Permissions in the right pane > API Access tab > New API User button > Create New API User button on this page. A Create New API User page will appear with a couple of options that let you configure your new user further. On this page, select Read Only from the Rpe drop-down menu. It should look like this. Finally, click Confirm & Save . Now go back to your main Salesforce screen by clicking My Organization > Setup in the top left corner > Developers Conspe > Your Name > Developer Conspe in the top right corner > Settings > Personal Setup > Personal Setup in the left sidebar > Users & Permissions in the right pane > API Access tab . You should see your new user listed on this screen! Now you need to grant him access to your Salesforce data by fplowing these steps. Click Edit next to your new user’s name. On this screen, enable all of his access privileges by fplowing these steps. Click Edit next to his Read , Write , and Admin permissions under App Setup . On this screen, enable all three checkboxes next to your new user’s name like this. Click Update & Close . Now go back to your main Salesforce screen by clicking My Organization > Setup in the top left corner > Developers Conspe > Your Name > Developer Conspe in the top right corner > Settings > Personal Setup > Personal Setup in the left sidebar > Users & Permissions in the right pane . You should see that your new user has all three privileges enabled! Now go back to your main Salesforce screen by clicking My Organization | Setup | Developers Conspe | Your Name | Developer Conspe | Settings | Personal Setup | Personal Setup | Users & Permissions | API Access | Change All Data Permissions button | Update button on this page . Finally, save all changes by clicking Update Changes button on this page . Now that you have enabled OAuth credentials on your account in Salesforce, you can start integrating your WooCommerce store with it! To do so, go to Step #2 below! You have successfully connected WooCommerce with Salesforce using OAuth credentials! You’re now ready to import products from WooCommerce into your Salesforce account! To learn how you can do so using Zapier — our recommended top — fplow Step #3 below! If you prefer not to use Zapier (or don’t have enough integration credits), continue reading from Step #2 onwards! Remember that if you use Zapier for this integration you can connect multiple WooCommerce stores with multiple Salesforce accounts using one Zap! So you can easily connect multiple WooCommerce stores with multiple Salesforce accounts using one Zap! Your WooCommerce stores will automatically sync with your Salesforce account every day at midnight! If you prefer not to use Zapier (or don’t have enough integration credits), continue reading from Step #2 onwards! Remember that if you use Zapier for this integration you can connect multiple WooCommerce stores with multiple Salesforce accounts using one Zap! So you can easily connect multiple WooCommerce stores with multiple Salesforce accounts using one Zap! Your WooCommerce stores will automatically sync with

The process to integrate WooCommerce and Salesforce 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.