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WooCommerce Salesforce Plugin allows you to quickly integrate WooCommerce Orders with Salesforce CRM.
Integration for WooCommerce and Salesforce is a WordPress plugin that allows you to create leads, contacts, or other objects in Salesforce when an order is placed through WooCommerce. You can connect your Salesforce account using Oauth 2.0 or Salesforce Organization ID, and set up mappings between WooCommerce order fields and Salesforce objects.
The plugin provides options for exporting WooCommerce order data based on specific events, such as when an order status changes. It also includes error reporting and detailed logs for tracking data entries sent to Salesforce, making it suitable for users who need to integrate their WooCommerce store with Salesforce for better lead and order management.
Best for: This plugin is best for WooCommerce store owners who use Salesforce for customer relationship management.
What it does well
Where it falls short
Integration for WooCommerce and Salesforce provides essential functionality for linking WooCommerce orders with Salesforce, though details on advanced features are limited.
CRM Perks's own description of Integration for WooCommerce and Salesforce, lightly tidied.
Easily create leads, contacts or any object in Salesforce when an order is placed via WooCommerce. Learn more at crmperks.com
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
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