<blockquote><p><strong>INTEGRATE KEAP CRM WITH WOOCOMMERCE</strong></p></blockquote>
<p><span style="font-weight: 400">Use the Keap Integration for WooCommerce plugin to synchronize your WooCommerce contacts, products, deals, and orders. The plugin becomes user-friendly because of interesting features such as allowing bulk sync or one-click sync.</span></p>
<p><span style="font-weight: 400">Keap Integration for WooCommerce Plugin allows you to sync your products, orders, and contact information over the Keap CRM. T</span><span style="font-weight: 400">he plugin is devoted to increasing your eCommerce sales by letting you extract maximum benefits from the Keap CRM formerly known as the Infusionsoft CRM.</span><span style="font-weight: 400"> It is no doubt a time saver opportunity for you. It will expedite the process of data synchronization.</span></p>
<p> </p>
<h2><strong>Top Features</strong></h2>
<h3><strong>1. </strong>Two-Way Deletion Of The Listed Products</h3>
<p><span style="font-weight: 400">The WooCommerce CRM plugin provides admin access to the two-way deletion feature, wherein if you delete a listed product from your WooCommerce store, it will also be deleted from keap, and vice versa. This functionality also allows the admins to delete variations of the variable products. </span></p>
<h3><strong>2. Error Reporting Feature</strong></h3>
<p><span style="font-weight: 400">This Keap integration helps the admin track all the errors that take place while syncing an object. All the errors will be sent to your mail id. The admin can enter the mail address after which he will receive mail for all the errors taking place on any mail on which he/she wants to get emails of errors. </span></p>
<h3><strong>3. Sync Shipping and Tax with Order Items</strong></h3>
<p><span style="font-weight: 400">With this feature for Keap integration for WooCommerce plugin, admins will now be in a position to sync their </span><span style="font-weight: 400">Shipping, Shipping tax, and Taxes with different order items.</span></p>
<h3>4. Sync WooCommerce object data with feeds</h3>
<p>Create feeds, that is, a set of rules to ensure seamless integration of your WooCommerce data with Keap CRM.</p>
<p>The plugin provides you with 3 default feeds:<br />
a. Products Feed<br />
b. Contacts Feed<br />
c. Orders Feed</p>
<blockquote><p><strong>Note:</strong> <span style="font-weight: 400">Synchronising your </span><span style="font-weight: 400">CRM WooCommerce plugin</span><span style="font-weight: 400"> product data using Products Feed is mandatory to allow other feeds to function seamlessly to sync the contact and then order data to your Keap panel.</span></p></blockquote>
<h3><strong>5. Assign Lead Source to Contacts</strong></h3>
<p><span style="font-weight: 400">This Keap CRM Integration plugin lets you know from which source your lead is generated. Thus, you will get the information of the source or medium from where your lead has visited your site.</span></p>
<h3>6. Bulk Data Sync</h3>
<p>The Keap CRM integration plugin allows you to export all your products, contacts, and order information respectively using the Bulk Data Sync feature.</p>
<h3><strong>7. One-Click Sync</strong></h3>
<p>If you have a new or missed entry that needs to synchronize with Keap CRM, this feature is of great utility. The plugin will display any discrepancies in the mismatched data. You can resolve the discrepancy using the One-Click Sync button.</p>
<h3>8. <strong>Detailed logging of synchronized data</strong></h3>
<p>The Keap Integration for WooCommerce plugin keeps a comprehensive log of all data-sync activities. You can review issues at any time. This reduces the time it takes to troubleshoot CRM problems.</p>
<h3>9. Sync Tags Over Keap</h3>
<p><span style="font-weight: 400">With the Keap WooCommerce integration plugin, you can now sync tags over the CRM effortlessly. The plugin will allow you to instantly sync all the tags. You can sync tags for ‘Products Bought’, ‘Product SKUs’, and ‘Product Type’. Our latest update in the Keap integration plugin brings to you the feature of syncing tags for ‘Order Statuses’ as well.</span></p>
<h3>10. Instant sync feature</h3>
<p><span style="font-weight: 400">The</span><span style="font-weight: 400"> Keap integrations</span><span style="font-weight: 400"> plugin provides a toggle switch if you want to turn on or off instant syncing of contacts, orders, or products over Keap CRM. Please note that you will have to manually use the bulk data sync or one-click sync options to ensure regular integration of your WooCommerce data if you disable instant sync</span></p>
<h3><strong>11. Wipe Data on Disconnect</strong></h3>
<p><span style="font-weight: 400">Enabling this toggle in the </span><b>Settings </b><span style="font-weight: 400">tab will erase all the sync history if you disconnect the integration with your Keap CRM.</span></p>
<p><strong>12. Delete Log Data</strong></p>
<p><span style="font-weight: 400">In the WordPress Infusionsoft plugin, you can choose specific days in the settings tab to delete log data after a particular number of days in your CRM Keap.</span></p>
<h3><strong>13. Order Status</strong></h3>
<p><span style="font-weight: 400">In the CRM WooCommerce plugin,</span><span style="font-weight: 400"> the order status will be shown according to the WooCommerce order placement. When a customer will place an order through an online payment method, then the order status will be shown</span><b> Paid</b><span style="font-weight: 400"> whereas if it places an order through cash on delivery, the order status will be shown </span><b>Unpaid</b><span style="font-weight: 400"> in the invoice. </span></p>
<p><span style="font-weight: 400"><strong>For instance,</strong> if cash on delivery has been opted for, then the order status will be shown as in the image:</span></p>
<h3><strong>14. Promo Code Implementation</strong></h3>
<p><span style="font-weight: 400">If customers will apply a coupon code while placing the order, then that coupon code will sync as a promo code in Keap CRM.</span></p>
<h3><strong>15. Stop Failed orders syncing to Keap</strong></h3>
<p><span style="font-weight: 400">The failed order status will be shown in the WooCommerce order placement. When a customer has placed an order with the Infusionsoft plugin but due to payment failure or wrong details, the order gets failed or canceled. </span></p>
<h3><strong>16. HPOS Compatibility</strong></h3>
<p><span style="font-weight: 400">Keap Integration for WooCommerce works smoothly with the WooCommerce HPOS feature, improving your store’s capacity to handle high order volume during peak shopping periods.</span></p>
<p><span style="font-weight: 400">There is a substantial increase in order volume during high-sales seasons, such as Christmas, BFCM, Labor Day, etc. To efficiently handle these orders, HPOS creates a dedicated custom table for orders, thereby accelerating the order processing, and making it seamless for Keap Integration to sync & manage the increased store data like orders and products.</span></p>
<h2><strong>Why Should You Use This Plugin?</strong></h2>
<p>Data synchronization is of the utmost importance when you use Keap CRM. Using the <strong>Keap Integration for WooCommerce</strong> plugin by WP Swings helps you automatically update data. It automatically updates contacts, orders, and deal data and also eliminates errors related to manual entry. Using a quick, reliable, and user-friendly tool such as this plugin by WP Swings will optimize your ROI.</p>
<p>Keap formerly known as Infusionsoft CRM is a reliable solution and the <strong>Keap Integration for WooCommerce</strong> plugin is indispensable.</p>
<h2><strong>Benefits</strong></h2>
<ul>
<li><b>Effortless Installation And Setup: </b><span style="font-weight: 400">You can install the Keap Integration for WooCommerce plugin. You might seem overwhelmed thinking it will be a complicated process to synchronize Keap CRM, but all it takes is a few clicks to install and sync your data with Keap.</span></li>
<li><b>Hassle-free Data Sync: </b>Predefine the settings for how or when you wish to synchronize your data with the Infusion CRM and just sit back whenever there is a new contact on your website.</li>
<li><b>Time-Saving: </b>Timing becomes a goal-defining factor when it comes to addressing the lead. Thus Keap Integration for WooCommerce will give you only higher returns by saving the most precious resource- time.</li>
<li><b>Eliminates Incidents of Error: </b>By automating the process, you will eliminate the chances of data interchange, missing any contacts, or new orders. All you need to do is go to the Keap integrations dashboard and click on the one-click sync button.</li>
<li><b>Reliable Support: <span style="font-weight: 400">You can reach out to our support team almost instantly</span><span style="font-weight: 400"> to set up the integration between your Keap account and the WooCommerce integration plugin.</span></b></li>
<li><b>Detailed Sync Logs to Save Error-Resolving Time:</b> <span style="font-weight: 400">This Keap Integration plugin provides a complete sync log report that </span><span style="font-weight: 400">helps you easily recognize errors and helps you to rapidly resolve them.</span></li>
<li><b>Historical Data Sync: </b>You can sync historical data such as previous orders and contacts before installing the Keap WooCommerce integration plugin of your store.</li>
</ul>
<h2>Support</h2>
<p>Visit <a href="https://woocommerce.com/document/integration-with-keap/" target="_blank" rel="noopener">Keap Integration for WooCommerce Documentation</a> to learn more about the features and working of plugin. If you need support or have questions, kindly <a href="https://woocommerce.com/my-account/create-a-ticket/" target="_blank" rel="noopener">submit your query</a>.</p>

Keap Integration

<p>Keap Integration for WooCommerce plugin helps you to sync & manage your WC store data like orders and products over Keap CRM.</p>

<ul class="wccom-tick-list-primary">
<li>WooCommerce orders are synced with Salesforce order items irrespective of the payment method used by your customers.</li>
<li>Wipe Data option as soon as you disconnect the integration between WooCommerce and Salesforce.</li>
<li>Syncs your WooCommerce data with Salesforce Integration Tool in real time and displays the records via sync logs.</li>
<li>The Salesforce API integration uses API layer verifications and validations to secure incoming data before it integrates into the Salesforce CRM.</li>
</ul>
<hr class="wccom-product-heading__hr" />
<h2><b>Features For Salesforce CRM Integration</b></h2>
<h3><b>Field Values</b></h3>
<p><b>1. OrderItem Meta<br />
</b><b><span style="font-weight: 400">Salesforce CRM integration enables the merchants to sync all the meta details that the customers add, i.e., all the customizations that they incorporate into the existing order item.</span><br />
</b></p>
<h4><b>2. Order Notes</b></h4>
<p><span style="font-weight: 400">Salesforce eCommerce integrations enable merchants to fetch the order notes, which can be mapped to the order feed and opportunity feed. </span></p>
<h4><b>3. Order Details </b></h4>
<p><span style="font-weight: 400">This integration with Salesforce CRM allows merchants to fetch the order edit URL, order subtotal, and order number in order values, which can be mapped to account feed, contact feed, order feed, and opportunity feed. </span></p>
<h4><b>4. Coupons Used in the Order</b></h4>
<p><span style="font-weight: 400">The integration with Salesforce allows merchants to send coupon codes used in the order to the desired field in Salesforce. </span></p>
<h4><b>5. Total Discount Provided by the Coupons Used</b></h4>
<p><span style="font-weight: 400">Salesforce CRM integration allows merchants to send the total discount provided by the coupon codes used in the order to the desired field in Salesforce. </span></p>
<h3><b>Synchronize </b></h3>
<h4><b>1. Product Stock In WooCommerce </b></h4>
<p><span style="font-weight: 400">With WooCommerce Salesforce Integration, merchants can sync the product stock from Salesforce to WooCommerce by just enabling the feature and entering the API name of the field that they are using to store the stock value. After this, every 5 minutes, a cron will run, which will update your product stock quantity (if there are any changes). </span></p>
<h4><b>2. WooCommerce Products Over Integration With Salesforce </b></h4>
<p><span style="font-weight: 400">The product feeds feature of this Salesforce WooCommerce integration plugin syncs all your online store’s products over to your Salesforce CRM account. Every new product you add to your WooCommerce syncs automatically data sync for product feeds enabled by you while configuring the plugin settings.</span></p>
<h4><b>3. Instant Data Sync, Manual Data Sync, And Historical Data Sync</b></h4>
<p><span style="font-weight: 400">Salesforce CRM Integration now syncs all your data in 4 ways based on your configurations and requirements –</span></p>
<ul>
<li style="font-weight: 400"><span style="font-weight: 400">Instant sync or real-time data sync</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Background syncing</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Syncing specific data manually</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Historical data sync for past data</span></li>
</ul>
<h4><b>4. Manual Sync And Bulk Sync</b></h4>
<p><span style="font-weight: 400">Salesforce eCommerce Integration uses the manual sync and bulk sync options in the Salesforce <strong>WordPress Salesforce Integration</strong> for custom feeds as well. </span></p>
<h3><b>Mapping </b></h3>
<h4><b>1. Product Details</b></h4>
<p><span style="font-weight: 400">The Salesforce CRM integration plugin now provides mapping product details such as product display URL, product type, and product status.</span></p>
<h4><b>2. Product Categories and Attributes</b></h4>
<p><span style="font-weight: 400">You can allow your product categories and variable product attributes to be mapped seamlessly over Salesforce from your WooCommerce store using the latest version of our Salesforce Connector plugin in the Products feed.</span></p>
<h4><b>3. Billing And Shipping Country Name</b></h4>
<p><span style="font-weight: 400">Using the Woo Salesforce Integration plugin, you can also map the billing country name and shipping country name instead of just mapping the country codes.</span></p>
<h4><b>4. Shipping State Name</b></h4>
<p><span style="font-weight: 400">With Salesforce API Integration, you can easily map the billing and shipping state names over to Salesforce with the Orders Feed.</span></p>
<h4><b>5. Product Tags And Sub-Categories</b></h4>
<h4><span style="font-weight: 400">WooCommerce Salesforce Integration allows seamless mapping of product tags and sub-categories as requested by our clients in the Product Feed of this plugin.    </span></h4>
<h4><strong>6.</strong> <b>WP Users Details<br />
</b><b><br />
</b><b><span style="font-weight: 400">This feature allows the merchants to map the details of WordPress Users over to Salesforce with the Account Feed, Contact Feed, and Lead Feed.<br />
</span></b></h4>
<h3><b>Knowledge Base Integration</b></h3>
<p><span style="font-weight: 400">The process of connecting a knowledge base system within Salesforce CRM to allow seamless access to support content or content of any other type (like syncing wordpress posts as knowledge articles) across customer service, sales, or community portals.</span></p>
<h3><b>Sync Existing Product</b></h3>
<p><span style="font-weight: 400">The admins can easily update the existing products on Salesforce to sync without creating new products on WooCommerce. The admins can use the “primary field” of the “Product2 Feed” and update the ProductID and their PriceBookEntry ID.</span></p>
<h3><b>Reload The Log Table With A Single Click</b></h3>
<p><span style="font-weight: 400">The admins can utilize this functionality of the WooCommerce salesforce plugin to easily refresh the log table with a single click, without refreshing the entire page every time. This saves a lot of time for the admin.</span></p>
<h4><b>Two-Way Product Syncing From Salesforce To WooCommerce</b></h4>
<p><span style="font-weight: 400">With the two-way syncing functionality, any changes made by admins to products in Salesforce will also be reflected in WooCommerce. Similarly, if an admin manually creates a new product in Salesforce, the same product will be created in WooCommerce. By utilizing the reverse product feed mapping functionality, all fields mapped will reflect the changes made in salesforce to WooCommerce.</span></p>
<p><span style="font-weight: 400">NOTE: Both functionalities have dedicated settings to cater to different needs. If admins want product changes to reflect in WooCommerce without automatically creating new products, they can enable the first setting and vice versa.</span></p>
<h4><b>Multi-Currency Support</b></h4>
<p><span style="font-weight: 400">With multi-currency support, you can enable multi-currency settings in Salesforce. Once you successfully enable it, you will see a new field in Product2 Feed and Pricebook Feed. From here, you can accurately sync data in different selected currencies.</span></p>
<h3><b>Two-Way Deletion Of The Listed Products</b></h3>
<p><span style="font-weight: 400">WooCommerce Salesforce enables admins to use the two-way deletion feature. A listed single from your WooCommerce store will also be deleted from Salesforce and vice versa.<br />
</span><span style="font-weight: 400">NOTE: </span><span style="font-weight: 400">After the enhancement, if any product is deleted directly from Salesforce and then re-synced from WooCommerce, it will be re-created in Salesforce with updated IDs and an updated Pricebook Entry.</span></p>
<h4><b>Data logs for Easy Tracking</b></h4>
<p><span style="font-weight: 400">This feature lists all the WooCommerce data synced to your <strong>Salesforce WooCommerce Integration.</strong></span></p>
<ul>
<li><span style="font-weight: 400">Feeds synced</span></li>
<li>WooCommerce object and object ID</li>
<li><span style="font-weight: 400">Salesforce object and object ID</span></li>
<li><span style="font-weight: 400">Time of sync</span></li>
</ul>
<p><span style="font-weight: 400">This feature also allows you to delete entries from the data log, either manually or automatically. In the latest version of the plugin, you can also filter the logs with errors.</span></p>
<h3><b>Wipe All Data Once The WooCommerce Salesforce Integration Is Disconnected</b></h3>
<p><span style="font-weight: 400">If you have the feature for wiping data enabled in the Salesforce CRM Integration plugin, you will have all your data cleared once you disconnect your integration, as shown below.</span></p>
<h3><b>Associate WooCommerce Object Fields With Salesforce Modules</b></h3>
<p><span style="font-weight: 400">This feature helps you map WooCommerce object fields with your Salesforce CRM account’s modules using association rules. These association rules are called feeds.</span></p>
<h3><b>Conditional Filter In Feeds</b></h3>
<h3><span style="font-weight: 400">You can use conditional filters, including the “OR” and “AND” filters, when customizing feeds to sync data at your convenience.</span></h3>
<p><span style="font-weight: 400"><strong>NOTE:</strong> While using the conditional filter, if the mentioned field is empty either in WooCommerce or Salesforce, in that case, the field will not be synced.</span></p>
<h3><span style="font-weight: 400"><b>Date Range For Syncing Data</b><br />
</span></h3>
<p><span style="font-weight: 400">Admins can now utilize the option to select a particular date range while bulk and one-click syncing the data. It is important to note that this date range functionality will not work while syncing the data products and users. While you are bulk syncing the data, the old data is synced first, then the new data is synced (date-wise). </span></p>
<h3><b>Abandoned Cart Synchronization</b></h3>
<p><span style="font-weight: 400">This new kind of synchronization helps admins to sync the data of your guests and logged-in users’ abandoned carts with WooCommerce salesforce. The admins can enable or disable this feature as needed, set the cart abandonment time, delete abandoned cart data from your store after a specified period, and store the data in an HTML-encoded format. After successfully syncing the abandoned cart data, the clickable link for the Salesforce ID is mentioned for the admins to verify the synced data.</span></p>
<h3><b>Compatibility With Affiliate Manager </b></h3>
<p><span style="font-weight: 400">The merchants can utilize this compatibility with </span><a href="https://wpaffiliatemanager.com/"><span style="font-weight: 400">Affiliate Manager</span></a><span style="font-weight: 400"> to sync all their customer and affiliate data to Salesforce. The data is synced in three scenarios, and a separate event is created for this (Affiliate created/updated), which will be used to check that the feeds are for affiliates. The data will be synced when a user registers on Affiliate Manager’s platform, when they earn a commission, or when they update their account details. A cron job will run every 5 minutes to sync the mentioned data accurately. </span></p>
<h3><b>Compatibility With Subscription </b></h3>
<p><span style="font-weight: 400">The merchants can now utilize subscriptions as an object to map out and sync all the details related to the individual subscription product, be it the Subscription Name, ID, Parent ID, Status, Customer, Payment Method & Schedule, and all the other individual details can be synced. Three events are triggered here: when a subscription is created, when it’s updated, and when it’s changed.</span></p>
<p><span style="font-weight: 400">Admins can also utilize bulk and manual sync options to sync all the relevant data in one go.</span></p>
<h3><b>Compatibility With WooCommerce Membership</b></h3>
<p><span style="font-weight: 400">The merchants can now utilize subscriptions as an object to map out and sync all the details related to the individual membership plans, be it Membership Plan ID, Membership Created Date & Time, Membership End Date & Time, and other individual details can be synced. The membership is created in either of two ways – by manually creating it or when an order is placed. </span></p>
<h3><span style="font-weight: 400">So, in that case, two events are triggered – the order status is changed, or the Membership is updated. </span><span style="font-weight: 400">Admins can also utilize bulk and manual sync options to sync all the relevant data in one go.</span></h3>
<h3><span style="font-weight: 400"><b>Compatibility Coupon Referral Program</b><br />
</span></h3>
<p><span style="font-weight: 400">Salesforce CRM integration is compatible with the referral plugin for WooCommerce. This enables the admins to map out and sync all the details of all the coupons that are generated for the different orders and users. This compatibility will work for the order feed and user feed.</span></p>
<h3>Benefits of Salesforce CRM Integration.</h3>
<h3><b>1. Filter in a Log Table</b></h3>
<p><span style="font-weight: 400">With Woo Salesforce Integration, you can add a filter in the log table to easily filter all the data of different feeds, i.e. Account, Contact, Product2, PricebookEntry, Opportunity, Order, OrdeItem, and Subscription in the synced data.</span></p>
<h3><b>2. Better Customer Management</b></h3>
<p><span style="font-weight: 400">The advanced features of WooCommerce Salesforce Integration help you manage your customers by tracking their orders and order items.</span></p>
<h3><b>3. Fast Data Sync</b></h3>
<p><span style="font-weight: 400">Salesforce CRM Integration syncs data in real-time. The real-time data sync and historic data sync are key benefits of this plugin.</span></p>
<h3><b>4. Real-Time Reporting</b></h3>
<p><span style="font-weight: 400">Syncs your WooCommerce data with Salesforce CRM in real-time and displays the records via sync logs.</span></p>
<h3><b>5. Conditional Filtering</b></h3>
<p><span style="font-weight: 400"> You can now add conditional filters in the Salesforce WooCommerce feeds using the WooCommerce Salesforce connector plugin.</span></p>
<h3><b>6. Intuitive Setup Process</b></h3>
<p><span style="font-weight: 400">The plugin offers an easy setup process to sync your website data with your Salesforce CRM account—the layout is interactive.</span></p>
<h3><span style="font-weight: 600;font-family: var(--wccom-font-family-header);font-size: var(--wp--preset--font-size--x-large,32px);letter-spacing: -0.02em;color: var(--wp--preset--color--woo-text-gray,#101517)">Support</span></h3>
<p>Visit the <a href="https://woocommerce.com/document/salesforce-integration/" target="_blank" rel="noopener">salesforce crm integration Documentation</a> to learn more about the features and working of the plugin. If you need support or have questions, kindly <a href="https://woocommerce.com/my-account/create-a-ticket/" target="_blank" rel="noopener">submit your query</a>.</p>

Salesforce Integration

<p>Salesforce crm integration empowers you to sync your WooCommerce store’s data, including contacts, products, and orders. This Salesforce CRM Integration allows automatic sync, instant sync, two-way product sync and deletion, etc.</p>

Keap Integration vs Salesforce Integration