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.
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
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
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
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 pressing the “Create Workflow” button. Furthermore, add the name of workflow that is “WooCommerce to Salesforce”. Although, you can always name the workflow according to your requirements. 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. 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. The subsequent step is to copy the webhook URL which is appearing on the dashboard. 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. Once you successfully log into your WordPress account, go to the “WooCommerce” section then there hit the “Settings” option. Besides, when you hit “Settings”, it will open a tab with several options. Solely select the “Advanced” 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. 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. 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. Once you hit the “Place Order” button, the entry will appear on the “Pabbly Connect” dashboard. Simply hit the “Save” option. Moreover, in order to make this WooCommerce and Salesforce integration work, you have to choose the action for your trigger. 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”. After choosing the application hit the “Connect” button to move forward. 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. 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. 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. 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. Ultimately, when you check the lead section in Salesforce, your customer entry will automatically appear there. 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.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) Authorize the Account
(d) Map the Feilds
(e) Test the Submission and Save
Step 9: Check Response in Salesforce Dashboard
Conclusion –
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