Looking for a way to add Salesforce lead from new WooCommerce order? If yes! Then look no further, as here you will get the easiest way to integrate WooCommerce with Salesforce using Pabbly Connect.

How to Add Salesforce Lead from New WooCommerce Order

Well, as everyone already knows that WooCommerce is an open-source e-commerce plugin for WordPress that allows its users to build an online store. Whereas, Salesforce offers a customer relationship management service that helps businesses to use cloud technology to better connect with customers, partners, following up sales leads, etc.

Therefore, by integrating WooCommerce with Salesforce, whenever an order is placed in WooCommerce, the lead will get automatically added to Salesforce. Hence for that, we are going to use Pabbly Connect for integration.

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

Sign Up To Pabbly Connect 

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.

Furthermore, you can access all the features of Pabbly Connect even in its free plan. Hence, 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

Sign up to Pabbly Connect

Let us begin the procedure by connecting WooCommerce to Salesforce by tapping the “Sign Up Free” button on the Pabbly Connect dashboard. You can either fill-up the details manually or sign up via Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Consequently, after logging into the account, push the “Access Now” button as shown in the above image.

Step 3: Workflow for WooCommerce to Salesforce Integration

(a) Start with a New Workflow

Create New Workflow for Stripe to ActiveCampaign Integration

Start the process of building a workflow for integration by pressing the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Furthermore, add the name of workflow that is “WooCommerce to Salesforce”. Although, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for WooCommerce to Salesforce Integration

After building a workflow, choose the integration app to connect your Woocommerce account to Salesforce. Pabbly Connect lets you integrate or connect unlimited apps within minutes, tap here to get access to unlimited workflows.

(a) Select Application you Want to Integrate

Select WooCommerce

The following step is to choose “WooCommerce” from the dropdown, then choose the “New Order Created” option to add lead in Salesforce whenever an order is placed in WooCommerce.

(b) Copy the Webhook URL

Copy the Webhook URL

The subsequent step is to copy the webhook URL which is appearing on the dashboard.

Step 5: Connecting WooCommerce to Pabbly Connect

In order to add lead in Salesforce whenever a new order is placed in WooCommerce, you need to paste the copied Webhook URL in the software. And to do so, you have to log in to your WordPress account where you have installed your Woocommerce plugin.

(a) Go to WooCommerce Settings

Go to WooCommerce Settings

Once you successfully log into your WordPress account, go to the “WooCommerce” section then there hit the “Settings” option.

(b) Click on Advanced Option

Click on Advanced Option

Besides, when you hit “Settings”, it will open a tab with several options. Solely select the “Advanced” option.

(c) Click on Webhooks Option

Click on Webhooks Option

Eventually, when you tap on “Webhooks”, it will open a new tab with a specific option. Moreover, press the “Add Webhook” option in order to paste the Webhook URL.

(d) Add Webhook

Add Webhook

Moreover, name the Webhook as per your requirement. Make sure that status should be “Active” & in the topic section, choose“Order Created”. Afterward, in the delivery URL, paste your copied URL from Pabbly Connect. After making all changes, hit the “Save Webhook” button.

(e) Make a Test Purchase

Make a Test Purchase

Promptly, open the product checkout in a new tab & make a test purchase. Solely 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.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

Once you hit the “Place Order” button, the entry will appear on the “Pabbly Connect” dashboard. Simply hit the “Save” option.

Step 7: Setting Action for WooCommerce to Salesforce Integration

Moreover, in order to make this WooCommerce and Salesforce integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Salesforce

Next, hit the + button below & choose the application that you want to integrate. Here we have chosen “Salesforce” to integrate and in the choose method section select “Create Lead”.

(b) Click the Connect Button

Click on Connect Button

After choosing the application hit the “Connect” button to move forward.

Step 8: Connecting Salesforce to Pabbly Connect

Furthermore, in order to connect Salesforce to Pabbly Connect, you have to authorize the account through which you want to log into your Salesforce platform.

(a) Authorize the Account

How to Add Salesforce Leads from DocuSign Envelopes in Real-Time

Once you have selected Salesforce, then a pop-up window will appear on your screen. Here, press the “Connect” button & then select the account through which you want to login to Salesforce.

(d) Map the Feilds


Moving forward, map the required field from the drop-down option. Later, after entering all the details, click on the “Send Test Request” button to test the WooCommerce and Salesforce integration.

(e) Test the Submission and Save

Test the Submission and Save to Add New Stripe customers to ActiveCampaign as Customer

As you can see, the data has been successfully sent to Salesforce. Afterward, simply tap on the “Save” button in order to save the entire workflow.

Step 9: Check Response in Salesforce Dashboard

Check Response in Salesforce Dashboard

Ultimately, when you check the lead section in Salesforce, your customer entry will automatically appear there.

Conclusion –

Hopefully, now you know “How to Add Salesforce Lead from New WooCommerce Order”. Just follow all the step by step procedure mentioned above & your WooCommerce to Salesforce integration is set. This is a one-time process, after which it will be automatically done by Pabbly Connect.

So, don’t wait anymore. Go and try Pabbly Connect for Free.

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