WooCommerce Salesforce Integration Using Pabbly Connect

Learn how to integrate WooCommerce with Salesforce using Pabbly Connect to update Salesforce contacts automatically when WooCommerce customers are updated. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration between WooCommerce and Salesforce, first access Pabbly Connect by navigating to babli.com in your browser. Once there, hover over the ‘Products’ menu and select ‘Connect’ from the dropdown.

After clicking on ‘Connect’, sign in to your existing Pabbly Connect account or create a new one. This integration can be tried out for free, allowing you to clone the provided workflow template directly into your account.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will prompt you to name your workflow; enter ‘WooCommerce to Salesforce’ and click ‘Create’.

• Select ‘WooCommerce’ as the trigger app.
• Choose ‘Customer Updated’ as the trigger event.
• This step prepares Pabbly Connect to capture updates from WooCommerce.

After creating the workflow, you will see the trigger window. Here, ensure that the trigger event is set to ‘Customer Updated’ which indicates that an update in WooCommerce will initiate the workflow.

3. Setting Up WooCommerce for Integration

Next, you need to set up WooCommerce to send data to Pabbly Connect. Go to your WooCommerce account, navigate to ‘Settings’, and then to the ‘Advanced’ tab. From there, click on ‘Webhooks’.

• Click ‘Add a Webhook’.
• Name the webhook (e.g., ‘Salesforce WooCommerce’).
• Set the status to ‘Active’ and the topic to ‘Customer Updated’.
• Paste the webhook URL from Pabbly Connect into the delivery URL field.

Save the webhook settings. This configuration ensures that whenever a customer’s details are updated in WooCommerce, the information is sent to Pabbly Connect for further processing.

4. Updating Salesforce Contact via Pabbly Connect

After setting up the webhook, return to Pabbly Connect and click on ‘Capture Webhook Response’. This step will allow Pabbly Connect to listen for incoming data from WooCommerce.

Once a customer updates their information, such as the first name and last name, Pabbly Connect captures this data. You will then proceed to check if the customer exists in Salesforce using their email address as a unique identifier.

Add a new action step and choose ‘Salesforce’ as the app. Select ‘Search for a String’ as the action event. Map the email field from the webhook response to search for the contact in Salesforce.

This process allows you to verify whether the customer exists in Salesforce before proceeding to update their details.

5. Finalizing the Integration and Testing

To finalize the integration, set up a router in Pabbly Connect to handle the two possible outcomes: if the contact exists or does not exist in Salesforce. This router will direct the workflow accordingly.

If the contact is found, use the ‘Update a Contact’ action in Salesforce to update their details with the new information captured from WooCommerce. Ensure to map the correct fields such as first name and last name.

Select ‘Salesforce’ again in the action step. Choose ‘Update a Contact’ as the action event. Map the contact ID and updated fields accordingly.

After completing these steps, test the integration by updating customer details in WooCommerce. Verify in Salesforce that the contact information reflects the changes made.

Conclusion

This tutorial demonstrated how to integrate WooCommerce with Salesforce using Pabbly Connect. By following these steps, you can ensure that updated customer information in WooCommerce is automatically reflected in Salesforce, enhancing your CRM capabilities.