Both WooCommerce and Salesforce have their specific advantages that can help you run your business smoothly and keep increasing sales too. But since these are designed by different developers, for you to derive these advantages simultaneously from both of them, the only way was to manually feed in data generated on WooCommerce into your Salesforce CRM system. Not anymore though – with a premium CRM plugin for WordPress like the WooCommerce Salesforce CRM Integration from Magenest, you can skip this tiresome manual process and get on with actually using the data to generate more business.
With this handy integration plugin, connecting your Salesforce CRM account to WooCommerce is a one-step process. Just feed your Salesforce credentials into the plugin’s required fields, and click on connect. Once connected, existing client profiles from WooCommerce can be synced to Salesforce, with support for Salesforce Lead. Automatic field mapping gets this done in a fraction of the time you would need to do the syncing manually. As new customers sign up for an account on WooCommerce, their profiles will also get synced automatically to Salesforce.
Not only this, no matter what your business is, your products data from WooCommerce also gets synced, along with all important details like product name, stock quantity, cost and price. This goes for any new products that you keep adding too. Similarly, information on new orders, like product, account number and customer contact also keeps getting synced with Salesforce.
Another useful feature is that while automatic syncing takes place through the day for your ease of mind, you also have the option to override it and synchronize certain records manually. This gives you total control over the process at all times. Plus, you have daily syncing reports that also let you keep track of the process, and a single click enables you to see the synced data in Salesforce.
- field mapping
- Zoho CRM
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