<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>Features For Salesforce CRM Integration</h2>
<h3>Field Values</h3>
1. OrderItem Meta 
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. 

<h4>2. Order Notes</h4>
Salesforce eCommerce integrations enable merchants to fetch the order notes, which can be mapped to the order feed and opportunity feed. 
<h4>3. Order Details </h4>
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. 
<h4>4. Coupons Used in the Order</h4>
The integration with Salesforce allows merchants to send coupon codes used in the order to the desired field in Salesforce. 
<h4>5. Total Discount Provided by the Coupons Used</h4>
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. 
<h3>Synchronize </h3>
<h4>1. Product Stock In WooCommerce </h4>
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). 
<h4>2. WooCommerce Products Over Integration With Salesforce </h4>
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.
<h4>3. Instant Data Sync, Manual Data Sync, And Historical Data Sync</h4>
Salesforce CRM Integration now syncs all your data in 4 ways based on your configurations and requirements –
<ul>
<li style="font-weight: 400">Instant sync or real-time data sync</li>
<li style="font-weight: 400">Background syncing</li>
<li style="font-weight: 400">Syncing specific data manually</li>
<li style="font-weight: 400">Historical data sync for past data</li>
</ul>
<h4>4. Manual Sync And Bulk Sync</h4>
Salesforce eCommerce Integration uses the manual sync and bulk sync options in the Salesforce WordPress Salesforce Integration for custom feeds as well. 
<h3>Mapping </h3>
<h4>1. Product Details</h4>
The Salesforce CRM integration plugin now provides mapping product details such as product display URL, product type, and product status.
<h4>2. Product Categories and Attributes</h4>
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.
<h4>3. Billing And Shipping Country Name</h4>
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.
<h4>4. Shipping State Name</h4>
With Salesforce API Integration, you can easily map the billing and shipping state names over to Salesforce with the Orders Feed.
<h4>5. Product Tags And Sub-Categories</h4>
<h4>WooCommerce Salesforce Integration allows seamless mapping of product tags and sub-categories as requested by our clients in the Product Feed of this plugin.    </h4>
<h4>6. WP Users Details 
 
This feature allows the merchants to map the details of WordPress Users over to Salesforce with the Account Feed, Contact Feed, and Lead Feed. 
</h4>
<h3>Knowledge Base Integration</h3>
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.
<h3>Sync Existing Product</h3>
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.
<h3>Reload The Log Table With A Single Click</h3>
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.
<h4>Two-Way Product Syncing From Salesforce To WooCommerce</h4>
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.
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.
<h4>Multi-Currency Support</h4>
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.
<h3>Two-Way Deletion Of The Listed Products</h3>
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. 
NOTE: 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.
<h4>Data logs for Easy Tracking</h4>
This feature lists all the WooCommerce data synced to your Salesforce WooCommerce Integration.
<ul>
<li>Feeds synced</li>
<li>WooCommerce object and object ID</li>
<li>Salesforce object and object ID</li>
<li>Time of sync</li>
</ul>
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.
<h3>Wipe All Data Once The WooCommerce Salesforce Integration Is Disconnected</h3>
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.
<h3>Associate WooCommerce Object Fields With Salesforce Modules</h3>
This feature helps you map WooCommerce object fields with your Salesforce CRM account’s modules using association rules. These association rules are called feeds.
<h3>Conditional Filter In Feeds</h3>
<h3>You can use conditional filters, including the “OR” and “AND” filters, when customizing feeds to sync data at your convenience.</h3>
NOTE: 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.
<h3>Date Range For Syncing Data 
</h3>
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). 
<h3>Abandoned Cart Synchronization</h3>
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.
<h3>Compatibility With Affiliate Manager </h3>
The merchants can utilize this compatibility with <a href="https://wpaffiliatemanager.com/">Affiliate Manager</a> 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. 
<h3>Compatibility With Subscription </h3>
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.
Admins can also utilize bulk and manual sync options to sync all the relevant data in one go.
<h3>Compatibility With WooCommerce Membership</h3>
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. 
<h3>So, in that case, two events are triggered – the order status is changed, or the Membership is updated. Admins can also utilize bulk and manual sync options to sync all the relevant data in one go.</h3>
<h3>Compatibility Coupon Referral Program 
</h3>
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.
<h3>Benefits of Salesforce CRM Integration.</h3>
<h3>1. Filter in a Log Table</h3>
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.
<h3>2. Better Customer Management</h3>
The advanced features of WooCommerce Salesforce Integration help you manage your customers by tracking their orders and order items.
<h3>3. Fast Data Sync</h3>
Salesforce CRM Integration syncs data in real-time. The real-time data sync and historic data sync are key benefits of this plugin.
<h3>4. Real-Time Reporting</h3>
Syncs your WooCommerce data with Salesforce CRM in real-time and displays the records via sync logs.
<h3>5. Conditional Filtering</h3>
 You can now add conditional filters in the Salesforce WooCommerce feeds using the WooCommerce Salesforce connector plugin.
<h3>6. Intuitive Setup Process</h3>
The plugin offers an easy setup process to sync your website data with your Salesforce CRM account—the layout is interactive.
<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</h3>
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>.

Salesforce Integration

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.

<blockquote>SYNC YOUR WOOCOMMERCE STORE DATA OVER ZOHO CRM TO TRACK, MANAGE TO ANALYZE IT WITHOUT ANY HASSLE</blockquote>
<ul class="wccom-tick-list-primary">
<li>Easily sync Contact Form 7 Submission with Zoho CRM, Customize form fields and map them to Zoho Object for smooth integration.</li>
<li>With features like historical batch data sync, one-click sync, manual sync, and instant sync, effortlessly transfer data from WooCommerce to Zoho CRM for enhanced efficiency.</li>
<li>Establish connections between Zoho CRM and WooCommerce by mapping Zoho fields to WooCommerce fields.</li>
<li>View the syncing log detailing the complete data transfer process to Zoho CRM, ensuring transparency and accountability in your synchronization process.</li>
</ul>
<blockquote>Note– Zoho CRM Integration handles CRM functionalities. For books and inventory, try our <a href="https://woocommerce.com/products/integration-with-zoho-books-inventory/">Zoho Books or Inventory Integration</a>.</blockquote>
<h3>Features Of WooCommerce Zoho Integration</h3>
<h4>Feeds To sync WooCommerce Data</h4>
The Woo Zoho CRM integration plugin comes with feeds you can use to sync the data of your WooCommerce objects to Zoho CRM. By default, you get four feeds that sync the data of these objects. 
<ul>
<li style="font-weight: 400">Products </li>
<li style="font-weight: 400">Contacts </li>
<li style="font-weight: 400">Deals </li>
<li style="font-weight: 400">Orders </li>
</ul>
Note: Besides the predefined feeds, you can also generate custom feeds to seamlessly synchronize data for additional objects like Invoices, Accounts, and more.
<h3>Synchronize</h3>
You can sync all your existing (historical) data using the Woo Zoho CRM.
1. Synchronize SKU in Sales Order 
With our Zoho integration plugin, you can sync SKU details in sales order line items using the default sales order feed. You can also enable or disable this feature as per your convenience. 

2. Sync Tax Details 
You can sync tax details on order in line items. This tax is not associated with any product-related tax; this feature will sync the tax that is being applied to the order, and it will show along with the order line items. You can enable or disable this feature as per your requirement, and you can also choose to sync the tax details in parallel to the subtotal. 

3. One-click sync 
Sync newly added data or data that didn’t sync in the last process Click on the Select Woo Object Type dropdown to choose the object, select the feed, and start the syncing process.
4. Bulk Data Sync 
Sync all data of the WooCommerce object. Select the object and related feed to start sending your existing data over Zoho CRM.
5. Date Range For Bulk Data Sync 
Easily bulk sync data within a custom date range by selecting your desired start (From Date) and end (To Date) dates.
6. Instant Sync 
The instant sync feature, if enabled, synchronizes your WooCommerce data to Zoho CRM instantly. (This depends on the event you select in your feed settings.
7. Two-Way Sync for Products Stock Quantity and Orders 
This feature allows you to sync the product stock quantity and sales order status from Zoho CRM to WooCommerce. Whenever a Product’s stock or an Order’s status is changed in the Zoho CRM, it will sync and reflect over your WooCommerce store as well.
8. Two-Way Deletion for Simple and Variable Products 
If you move a simple or a variable product to the trash in your WooCommerce store, it becomes inactive in Zoho CRM. Likewise, if a product is marked inactive in Zoho CRM, it gets moved to the trash in WooCommerce. The same goes for restoration if you restore a product from the trash the product will be reactive in Zoho CRM and vice versa. The product will be completely deleted if you delete it from Zoho CRM or WooCommerce
Note: Product will not be deleted in Zoho CRM if it’s already included in an Order.
9. Two Way Product Syncing 
With two-way syncing, any changes made to products in WooCommerce by admins will also be updated in Zoho CRM. Similarly, if a new product is created manually in Zoho CRM, it will automatically appear in WooCommerce and Vice Versa
10. Sync User Browser info and IP address 
You can create fields in the contact feed and map them to Zoho CRM to Sync the User’s IP address and Browser info. This can help enhance tracking and segmentation capabilities for personalized engagement and analysis.
11. Background Sync 
With the background sync feature on, you can sync your existing data in the background over Zoho CRM every 5 minutes using the Bulk Sync feature. This feature helps you when you don’t want to initially sync the data while setting up the integration with Zoho CRM.
12. Abandoned Cart Synchronization 
A new tab has been added that allows you to sync your guests and logged-in users’ abandoned cart data with Zoho CRM. You 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. 
Note: An abandoned cart feed will be created automatically when you set up the plugin, including all the respective fields.
13. Multi-Currency Support 
With multi-currency support, you can activate the multi-currency setting in Zoho. Once enabled, a new currency field will appear in your sales order feed from here you can sync orders in multiple currencies.
<h3>Comprehensive Logging</h3>
The Log tab shows you a complete overview of all your WooCommerce data that was successfully synced to Zoho CRM or failed to sync.
1. Enable/Disable Logging 
You can enable/disable sync logging at your convenience using this Zoho WooCommerce integration plugin. Along with that, you can also set the time you want to store logs. The logs will automatically be deleted after the set number of days.
2. Sync Log Section 
The Sync Log section displays details like Feed, WooCommerce Object Woo Object ID, Zoho Object, and more. All these details make it easy to identify & resolve errors that occur in synchronization.
3. Zoho Data Log 
The Zoho Data log displays the details whenever a Product’s Stock or Sales Order is updated over Zoho CRM and it is synchronized in WooCommerce (provided the respective options are enabled in the settings tab).
4. Woo Sync Logging 
You can easily enable or disable your log creation for the WooCommerce-based synced data over your Zoho CRM. Once you want to check your synchronized WooCommerce data over Zoho CRM for your log maintenance, you can utilize the data from here.
<h3>Mapping</h3>

1. Assign Leads to Campaign 
Sync your leads and contacts with Zoho CRM campaigns to simplify targeting and improve campaign tracking. 

2. Assign Owner to Module 
Assign and sync data with the module owner in Zoho CRM for better organization and ownership clarity. 

3. Sequential Events For Feeds 
With the Zoho CRM Integration plugin, you can create sequential events that trigger based on your defined feeds. For example, if you setup a sequential event “After Default Deals Feed” and link it to the Default Sales Feed, the Default Sales Feed will automatically sync right after the Default Deals Feed is synced
4. Send the Total Amount Spent by Users 
Create feeds for Contacts and Orders Zoho objects and map fields to capture the total of completed orders by any customer and send it over to Zoho CRM. This will help you keep track of the conversion history of users.
5. Update Product Stock When The Order is Synced. 
Zoho CRM integration will automatically update the product stock when the order is synced. If any user has purchased a product from the shop, the total quantity of the product will be reduced and automatically get synced to the Zoho CRM.
6. Send Product Tags to Zoho Products 
The Woo Zoho CRM integration plugin allows you to map fields for syncing product tag data from your WooCommerce store to your Zoho CRM products. So, any product tags you create in WooCommerce are sent to the Products object in Zoho.
7. Sync User Roles (Customer) 
The Zoho WooCommerce Integration plugin syncs WordPress user roles that are assigned by website administrators. For efficient Website management, it is important to have individuals oversee specific sections using the special privileges provided by the admin.
8. Sync Coupon Details 
Zoho CRM integration allows you to sync coupon details like Coupon Amount, Coupon Type, and Coupon Code. Syncing coupon details enhances your customer relationship management by tracking discounts effectively.
9. Sync Coupon Discounts in line Items 
You can enable the Discount line item settings to show the coupon amount details parallel to each line item. Otherwise discount will sync in parallel to the total and subtotal fields.
10. Sync Order Notes by Users 
Woo Zoho Integration makes it easy to send Order Notes to Zoho CRM that are mentioned by customers while placing the order.  This helps keep all the important info in one place, so businesses can give better service without wasting time typing stuff in manually. 

11. Sync Tax Details On inline items 
Woo Zoho Integration allows you to sync Tax details on in line items through product mapping. This could be beneficial in ensuring accurate tax reporting and compliance.
 

Note : Tax will only sync on in line items and it will be associated with the Product, so firstly we have to do mapping of tax setup in the product feed and then sync the product. After that tax will be synced along with the product and will reflect in sales order line items. 

10. Sync Coupon Discount in Both (In line items and Subtotal field) 
WooCommerce Zoho integration gives you the option to activate the “Sync Coupon Discount in Both” setting, which will display the coupon discount information in both, inline items as well as parallel to the subtotal field.
<h3>Conditional Filters</h3>
Applying conditional filters on the feeds will make sure that the data will sync over Zoho CRM only if the set conditions are met. 
You can select the fields and type of condition and then add the values to determine your condition. Also, you can add multiple AND OR filters in your condition.
<h3>ZOHO CRM Integration Compatibilities</h3>
1. Contact Form 7 
You can sync CF7 form submission data over to Zoho CRM. The integration is established after installing and activating the Contact Form 7 plugin. You can tailor your form fields to get the desired responses. Also, you can map your custom fields and connect them with Zoho objects.
2. WooCommerce Subscriptions 
Our WooCommerce Zoho CRM integration solution is compatible with WooCommerce Subscriptions. The compatibility easily transfers subscription order details from your WooCommerce store to Zoho CRM.
3. WooCommerce Memberships 
The WooCommerce CRM Zoho Integration plugin integrates smoothly with the WooCommerce Membership plugin. Users can create custom feeds and map membership data to field value options, including membership plan ID, user ID, creation time & date, membership status, detailed product information, and more.
Plus, we’ve introduced the “membership saved” event, which users can utilize to trigger feeds for syncing key order details.
4. WooCommerce HPOS 
CRM Integration for ZOHO is compatible with WooCommerce HPOS. It uses WooCommerce CRUD design to store order data in custom order tables to ensure the smooth workflow of your WooCommerce store when your order volume is high.
5. Coupon Referral Program 
Our Zoho CRM integration plugin is Compatible with the coupon referral program, this compatibility allows you to sync referral coupons created via CRP plugin.
<h2>Benefits of Our WooCommerce Zoho Integration</h2>
<h3>1. Hassle-free setup and interface</h3>
This Woo Zoho CRM Plugin is easy to set up. You don’t need to be a tech nerd to install and use it in your WooCommerce store.
<h3>2. Quick and easy data sync </h3>
Sync all your WooCommerce data to Zoho CRM in no time. You can synchronize your existing and upcoming WooCommerce data to Zoho quickly. 
<h3>3. Auto Update the Deleted Feed Data</h3>
The plugin’s Reset Zoho Feed ID metabox settings simplify syncing and updating data, even if changes were unintentionally made. It ensures smooth data feed synchronization. 
<h3>4. Save time you waste solving complex errors </h3>
The Zoho integration with the WooCommerce plugin provides a detailed error log report that helps you identify the cause of errors. It cuts the time you spend finding and correcting errors. 
<h3>5. Get Full Control Over Your Data</h3>
With the Woo CRM Zoho Integration plugin, you gain full control over mapping fields, order statuses, events, and more. Dictate what data syncs over CRM for each object.
<h2>Support</h2>
Visit <a href="https://woocommerce.com/document/crm-integration-for-zoho/" target="_blank" rel="noopener">CRM Integration For Zoho 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>.

CRM Integration For Zoho

Connect your WooCommerce store with Zoho CRM to sync your data over Zoho for smoother management with Zoho CRM integration.

Salesforce Integration vs CRM Integration For Zoho