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The purpose of this integration is to send data from WooCommerce to Salesforce e.g., new/updated customer, payments etc. from WooCommerce to Salesforce and vice versa. Although both WooCommerce and Salesforce provides their APIs so developers can use them for the integration purpose, but we are using Zapier for this integration as it provides inbuilt facility for integrating 2 or more apps.
Why Zapier?
Zapier is an online automation tool which can connect 2 or more apps without coding or relying on developer. Basically, it automates business processes between 2 or more apps based on some events, in one app.
Below are the steps for integrating Salesforce with Woo Commerce using Zapier: -
Sign in to the Zapier account.
Go to Dashboard or you can directly click on “Make a Zap” from the left menu bar.
3. Now you will be able to see the below screen, from here you can create the integration process. I have used WooCommerce and Salesforce integration as an example:
i) Now search for WooCommerce in first search box.
ii) Now search for Salesforce for in second search box, see below image:
there will be 2 options for (as in above image) Salesforce and Salesforce (legacy). Salesforce (Legacy has few extra integration options). Select any of the one.
4. Let’s take an example for Created Account automatically in Salesforce whenever a customer is registered in WooCommerce. After selecting source and target by following above steps then we must specify the “When this happens” and “then do this”, refer below image:
a. When this happens: This is the starting point i.e. On what event should our integration need to get fired. Click on the dropdown, select “New Customer” from the available option
b. Then do this: This is the action that our integration will perform. Select “Create Record” from the dropdown.
7. Now we must set both WooCommerce and Salesforce here. Let’s start with WooCommerce:
a. When you hover on WooCommerce then you will see a button edit over there. See below image, click on it:
b. After editing you will see the below screen:
There are few steps required for setting up WooCommerce in Zapier
Choose App & Event: Already selected WooCommerce as App and “Customer” as an event. Click “CONTINUE”.
Choose Account: Add WooCommerce account here that needs to be synced with Salesforce by entering credentials. This is a one-time login process.
Select Trigger Rule: This step will be the entry point of integration. Select what trigger is required from the options shown in the below image. In our example, we want to sync new Customers in WooCommerce to Salesforce Account so we will select “Customer Created”. Click Continue.
4. Test Trigger: This step is for testing if our WooCommerce account is connected, and trigger is set up correctly. Refer the below image and click on “Test Trigger”.
Click “Continue” and you are done with setting up the WooCommerce account in Zapier.
Now we must link our Salesforce instance with Zapier, click on the edit button in the “Do this” section, see below image:
2. From here please select required Salesforce account and environment (Sandbox and production) and click on continue.
3. Now we must select Salesforce object, select “Account” from the dropdown, see below image:
After selecting the object all Account fields will be populated automatically for mapping. Please refer the below image (it is showing few fields)
The purpose of this integration is to send data from WooCommerce to Salesforce e.g., new/updated customer, payments etc. from WooCommerce to Salesforce and vice versa. Although both WooCommerce and Salesforce provides their APIs so developers can use them for the integration purpose, but we are using Zapier for this integration as it provides inbuilt facility for integrating 2 or more apps.
Why Zapier?
Zapier is an online automation tool which can connect 2 or more apps without coding or relying on developer. Basically, it automates business processes between 2 or more apps based on some events, in one app.
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Below are the steps for integrating Salesforce with Woo Commerce using Zapier: –
Sign in to the Zapier account.
Go to Dashboard or you can directly click on “Make a Zap” from the left menu bar.
3. Now you will be able to see the below screen, from here you can create the integration process. I have used WooCommerce and Salesforce integration as an example:
i) Now search for WooCommerce in first search box.
ii) Now search for Salesforce for in second search box, see below image:
there will be 2 options for (as in above image) Salesforce and Salesforce (legacy). Salesforce (Legacy has few extra integration options). Select any of the one.
4. Let’s take an example for Created Account automatically in Salesforce whenever a customer is registered in WooCommerce. After selecting source and target by following above steps then we must specify the “When this happens” and “then do this”, refer below image:
a. When this happens: This is the starting point i.e. On what event should our integration need to get fired. Click on the dropdown, select “New Customer” from the available option
b. Then do this: This is the action that our integration will perform. Select “Create Record” from the dropdown.
7. Now we must set both WooCommerce and Salesforce here. Let’s start with WooCommerce:
a. When you hover on WooCommerce then you will see a button edit over there. See below image, click on it:
b. After editing you will see the below screen:
There are few steps required for setting up WooCommerce in Zapier
Choose App & Event: Already selected WooCommerce as App and “Customer” as an event. Click “CONTINUE”.
Choose Account: Add WooCommerce account here that needs to be synced with Salesforce by entering credentials. This is a one-time login process.
Select Trigger Rule: This step will be the entry point of integration. Select what trigger is required from the options shown in the below image. In our example, we want to sync new Customers in WooCommerce to Salesforce Account so we will select “Customer Created”. Click Continue.
4. Test Trigger: This step is for testing if our WooCommerce account is connected, and trigger is set up correctly. Refer the below image and click on “Test Trigger”.
Click “Continue” and you are done with setting up the WooCommerce account in Zapier.
Now we must link our Salesforce instance with Zapier, click on the edit button in the “Do this” section, see below image:
2. From here please select required Salesforce account and environment (Sandbox and production) and click on continue.
3. Now we must select Salesforce object, select “Account” from the dropdown, see below image:
After selecting the object all Account fields will be populated automatically for mapping. Please refer the below image (it is showing few fields)
