The purpose of this integration is to send data from WooCommerce to Salesforce eg, new / updated customer, payments etc. From WooCommerce to industry list Salesforce and vice versa. While WooCommerce and Salesforce provide their APIs so that developers can use them for the purpose of integration, but we are using Zapier for this industry list integration as it provides a built - in facility to integrate 2 or more apps. Why Zapier? Zapier is an online automation tool that can connect 2 or more apps without coding or relying on a developer.
It basically automates business processes between 2 or more apps based on several events, in a single app. White Paper Azure Stack Overview industry list Discover how the Azure Stack can help you with your business solutions Download PDF White Paper Advantages of using Zapier No coding so no developer required. Consistency. Visibility. It is fast and reliable as it does not require custom coding. Also, read: Zoho and Outlook Integration - Best Practices List Here are the steps to integrate Salesforce with Woo Commerce using Zapier: - Sign in to the Zapier account. Go to the industry list Dashboard or you can directly click on “ Make Zap ” From the menu bar on the left. 3. Now you will be able to see the screen below, from here you can create the integration process.
I used WooCommerce and Salesforce integration for example: Salesforce Now search for WooCommerce in the first search box.Now search for Salesforce in the industry list second search box, see image below: Salesforce-zapier there will be 2 options (as in the image above) Salesforce and Salesforce (legacy). Salesforce (Legacy has few additional integration options). Choose any one of the head. Also, read: CRM Experts Who Put Your Business First - The Best Hiring Strategies 4 . Let 's take an example of your Created Account automatically in Salesforce whenever a customer registers in WooCommerce. After selecting a source and target by following the steps above then industry list we need to specify the “When this happens” and “then do this”, see image below: