Are you searching for a way to create Salesforce contact from new WooCommerce sale? If yes! Then look no further, as here you will get the easiest way to integrate WooCommerce with Salesforce using Pabbly Connect.
As we all know, WooCommerce is basically an open-source e-commerce plugin for WordPress which enables businesses of all sizes in building an online store. On the other hand, Salesforce provides a customer relationship management service that allows businesses to use cloud technology to better connect with customers, partners, etc.
Henceforth, by integrating WooCommerce with Salesforce, whenever a sale will take place in WooCommerce, the contact will get automatically updated in Salesforce.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Basically, Pabbly connect is an integration software that helps in integrating two or more software in real-time. Not only that, but Pabbly Connect also provides many other useful features:
- Create Unlimited Workflows
- Universal Premium Apps
- Set Countless Triggers & Actions
- Path Routers
And you know what!! To use this software, you don’t need to have any coding skills, even a newbie can use it easily.
Moreover, you can access all the features of Pabbly Connect even in its free plan. Therefore, here, we will learn how to integrate WooCommerce and Salesforce in real-time.
So, without wasting any of your time, let’s get started.
Step 1: Sign up to Pabbly Connect
Begin the procedure by connecting WooCommerce to Salesforce by pushing the “Sign Up Free” button on the Pabbly Connect dashboard. Either fill-up the details manually or sign up via Gmail credentials.
Try Pabbly Connect for FREE
Consequently, after logging into the account, push the “Access Now” button as shown in the above image. Start the process of building a workflow for integration by pushing the “Create Workflow” button. Furthermore, add the name of workflow which in our case is “WooCommerce to Salesforce”. However, you can always name the workflow according to your requirements. After building a workflow, you have to choose the integration app to connect your Woocommerce account to Salesforce. Pabbly Connect lets you integrate or connect unlimited apps within minutes, click here to grab your access to unlimited workflows. The subsequent step is to choose “WooCommerce” from the dropdown, then choose the “New Order Created” option to create contact in Salesforce whenever a sale takes place in WooCommerce. The succeeding step is to copy the webhook URL which is appearing on the dashboard. In order to create contact in Salesforce whenever a new sale takes place in WooCommerce, you gotta paste the copied Webhook URL in the software. For that, you have to log in to your WordPress account where you have installed your Woocommerce plugin. Once you successfully log into your WordPress account, simply go to the “WooCommerce” section then there tap on the “Settings” option. Also, when you tap on “Settings”, it will open a tab with several options. Just select the “Advanced” option. Afterward, when you tap on “Webhooks”, it will open a new tab with a specific option. Just hit the “Add Webhook” option to paste the Webhook URL. Moreover, name the Webhook as per your requirement. Make sure that status should be “Active” & in the topic section, choose“Order Created”. Next, in the delivery URL, paste your copied URL from Pabbly Connect. After making all changes, tap on the “Save Webhook” button. Consequently, open the product checkout in a new tab & make a test purchase. Simply enter all the details, tap on the “Place Order” button. But before taping the button, make sure to hit the “Capture Webhook Response” button in the Pabbly Connect dashboard. Once you press the “Place Order” button, the entry will appear on the “Pabbly Connect” dashboard. Just hit the “Save” option. Consequently, to make Salesforce and WooCommerce integration work, you have to choose the action for your trigger. The subsequent step is to hit the “+” icon then select “Salesforce” & in the choose method option, select ”Create Contact”. Later, press the “Connect With Salesforce” button after making all the significant changes. Ultimately, a side panel will open up to authorize the Salesforce account. Consequently, for that, simply hit the “Connect With Salesforce” button & authorize it to a Google account linked with Salesforce. Moving on to the next step, now it’s time to send WooCommerce customer data to Salesforce as contacts. Later on, map the required field from the drop-down option. Select your Connection along with External id, etc. Then, after entering all the details, hit the “Send Test Request” button to test the WooCommerce and Salesforce integration. As you can see, the data has been successfully sent to Salesforce. Subsequently, just hit the “Save” button to save the whole workflow. Finally, when you check the Contact section in Salesforce, your customer entry will automatically appear there. Hopefully, now you know “How to Create Salesforce Contact from New WooCommerce Sale”. This is a one-time process, after which it will be automatically done by Pabbly Connect. Just follow all the step by step procedure mentioned above & your WooCommerce to Salesforce integration is set. So, don’t wait anymore. Go and try Pabbly Connect for Free.Step 2: Access Pabbly Connect
Step 3: Workflow for WooCommerce to Salesforce Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for WooCommerce to Salesforce Integration
(a) Select Application you Want to Integrate
(b) Copy the Webhook URL
Step 5: Connecting WooCommerce to Pabbly Connect
(a) Go to WooCommerce Settings
(b) Click on Advanced Option
(c) Click on Webhooks Option
(d) Add Webhook
(e) Make a Test Purchase
Step 6: Test the Response in Pabbly Connect Dashboard
Step 7: Setting Action for WooCommerce to Salesforce Integration
(a) Select Application you Want to Integrate
(b) Click the Connect Button
Step 8: Connecting Salesforce to Pabbly Connect
(a) Map the Feilds
(b) Test the Submission and Save
Step 9: Check Response in Salesforce Dashboard
Conclusion –
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