WooCommerce Salesforce Integration – Add WooCommerce Orders as Salesforce Leads Using Pabbly Connect

Learn how to integrate WooCommerce with Salesforce to automatically add WooCommerce orders as Salesforce leads using Pabbly Connect. Follow this step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by signing in to your account. If you don’t have an account, you can create a free one in just a few minutes. Once logged in, you will be directed to the dashboard where you can start the integration process.

In the dashboard, look for the option to create a new workflow. This is where you will set up the connection between WooCommerce and Salesforce. Remember, all integrations will be managed through Pabbly Connect, ensuring a seamless flow of data.

2. Setting Up WooCommerce as the Trigger

The first step in the integration is to set WooCommerce as the trigger application. In Pabbly Connect, select WooCommerce from the list of applications. You will then need to choose the trigger event, which in this case is ‘New Order’. This event will initiate the workflow whenever a new order is placed in WooCommerce.

• Select WooCommerce as the trigger application.
• Choose ‘New Order’ as the trigger event.
• Click on ‘Save & Continue’ to proceed.

After saving, you will be prompted to connect your WooCommerce account. Provide the required API credentials to authenticate your WooCommerce store. This step is crucial as it allows Pabbly Connect to access your WooCommerce data for integration.

3. Configuring Salesforce as the Action

Next, you will set Salesforce as the action application in Pabbly Connect. Select Salesforce from the application list and choose the action event as ‘Create Lead’. This action will allow you to create a new lead in Salesforce whenever a new order is received from WooCommerce.

Just like with WooCommerce, you will need to connect your Salesforce account by providing the necessary credentials. Make sure to authorize Pabbly Connect to access your Salesforce account for this integration to work seamlessly.

4. Mapping Fields Between WooCommerce and Salesforce

After connecting both applications, the next step is to map the fields between WooCommerce and Salesforce. This is where you define how data from WooCommerce orders will populate the lead fields in Salesforce. In Pabbly Connect, you will see a mapping interface.

• Map the WooCommerce order fields to Salesforce lead fields.
• Ensure that fields like ‘First Name’, ‘Last Name’, and ‘Email’ are correctly linked.
• Click on ‘Save & Continue’ to finalize the mapping.

This step is essential as it ensures that the correct data flows into the right fields in Salesforce, allowing for accurate lead generation from your WooCommerce orders.

5. Testing and Activating the Integration

Once the mapping is complete, it’s time to test the integration. In Pabbly Connect, you will find an option to run a test. This will simulate a new order in WooCommerce to verify that the data is correctly sent to Salesforce as a lead.

If the test is successful, you can activate the integration. This will allow Pabbly Connect to automatically add new WooCommerce orders as leads in Salesforce in real-time. Monitor the integration to ensure everything is functioning as expected.

Conclusion

Integrating WooCommerce with Salesforce using Pabbly Connect allows you to streamline your order management and lead generation processes. By following these steps, you can ensure that every new WooCommerce order is automatically added as a Salesforce lead, enhancing your business efficiency.