<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>

<p>Convert more leads to customers. Sell more products to existing customers and <em><strong>make more money</strong></em> with Jetpack CRM for WooCommerce.</p>
<div class="wccom-bundle-section">
<div class="wccom-bundle-section-container">
<div class="wccom-bundle-section-content wccom-bundle-section-left">
<h2>Start building a list of leads and customers</h2>
<p><span style="font-weight: 400">With all of your business data in a CRM you can easily see how many orders your customers have made, view their contact records & activity, and continue to nurture them with our powerful email and automation tools. </span></p>
<p><span style="font-weight: 400">Jetpack CRM for WooCommerce is the ideal CRM for small & medium sized businesses (SMBs) and entrepreneurs.</span></p>
<p><a href="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot.jpg"><img class="alignnone wp-image-7571949 size-full" src="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot.jpg" alt="" width="1500" height="800" /></a></p>
</div>
</div>
</div>
<div class="wccom-bundle-section">
<div class="wccom-bundle-section-container">
<div class="wccom-bundle-section-content wccom-bundle-section-left">
<h2>See everything in one place</h2>
<p><span style="font-weight: 400">Jetpack CRM is the beating heart of your business where you can manage your leads, customers, quotes, invoices, and transactions all in one place.</span></p>
<p><span style="font-weight: 400">Importing your contacts is quick and straightforward, and if you ever need to export them we have tools to do that easily too!</span></p>
<p><span style="font-weight: 400">Add your whole team to see how your business evolves in real-time, and never miss that piece of crucial context needed to manage your clients again. </span></p>
<p><span style="font-weight: 400">On contact profiles you can see all of your team’s interactions with each contact. Perform quick actions like sending an email, log the notes from a recent call, add a recent deal that you won, and much more! </span></p>
<p><span style="font-weight: 400">Jetpack CRM is incredibly flexible so you can tailor it to suit your business’ needs. </span></p>
<p><a href="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot-1.jpg"><img class="alignnone wp-image-7571951 size-full" src="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot-1.jpg" alt="" width="1500" height="800" /></a></p>
</div>
</div>
</div>
<div class="wccom-bundle-section">
<div class="wccom-bundle-section-container">
<div class="wccom-bundle-section-content wccom-bundle-section-left">
<h2><b>Tools for the whole sales cycle</b></h2>
<p><span style="font-weight: 400">Unlike most other CRMs Jetpack CRM for WooCommerce includes tools to easily collect leads, create quotes, capture orders, and generate invoices which can be sent directly to your contacts through the CRM – making it a great billing system too! </span></p>
<p><span style="font-weight: 400">Your team can manage and get real-time insights on your sales cycle and orders – it’s a powerhouse to help grow your business.  </span></p>
<h2>Lightning-fast Sales Dashboard</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot-2.jpg"><img class="alignnone wp-image-7571953 size-full" src="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot-2.jpg" alt="" width="1500" height="800" /></a></p>
<p><span style="font-weight: 400">See a snapshot of your business’ performance with the Sales Dashboard. With our powerful and robust WooCommerce extension all of your sales will automatically sync to the CRM. Selling additional products manually or through a bricks and mortar store? Easily add them to your CRM and capture everything in one place.</span></p>
</div>
</div>
</div>
<div class="wccom-bundle-section-image">
<h2><b>Do even more with our extension library</b></h2>
<p><span style="font-weight: 400">With 30+ official CRM extensions available you can power up your CRM and do much more. From adding your contacts to your favourite email marketing platform, automating your tasks through Automations, customers and payments from Stripe & Paypal, and much more! </span></p>
<p><a href="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot-3.jpg"><img class="alignnone wp-image-7571956 size-full" src="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot-3.jpg" alt="" width="1500" height="800" /></a></p>
</div>
<div class="wccom-bundle-section">
<div class="wccom-bundle-section-container">
<div class="wccom-bundle-section-content wccom-bundle-section-left">
<p><span style="font-weight: 400">Features of Jetpack CRM include:</span></p>
<ul>
<li style="font-weight: 400"><span style="font-weight: 400">Lead & Contact management</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Company management</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Client proposals</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Quotes</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Customer invoices</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Transactions</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Sales dashboard</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Forms</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Automation</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Email nurturing</span></li>
<li style="font-weight: 400">And <a href="https://jetpackcrm.com/features/">much more</a>!</li>
</ul>
<h2>Plugins made for each other</h2>
<p>Jetpack CRM and WooCommerce are both <a href="https://automattic.com/">Automattic</a> companies, so plugins are fully compatible and you can work with a single support team.</p>
</div>
</div>
</div>
<div class="wccom-bundle-section-image"><img class="alignnone wp-image-7417314 size-medium" src="https://woocommerce.com/wp-content/uploads/2021/02/woo3.png?w=620" alt="WooCommerce and Jetpack logo lockup" width="620" height="77" /></div>
<hr />
<div class="wccom-bundle-section">
<h2 class="wccom-bundle-section-header-title">The best CRM for WooCommerce</h2>
<ul>
<li>No limits on the number of contacts in your CRM.</li>
<li>All orders are imported and assigned to your contacts.</li>
<li>Send emails and create email campaigns.</li>
<li>Risk free, fully refundable for 14 days.</li>
</ul>
</div>
<hr />
<div class="wccom-bundle-section">
<div class="wccom-bundle-section-container">
<div class="wccom-bundle-section-content wccom-bundle-section-left">
<h2>Testimonials</h2>
<div class="testimonial-block"><img class="alignnone size-medium wp-image-7499077" src="https://woocommerce.com/wp-content/uploads/2021/02/mshort.jpg?w=80" alt="" width="80" height="80" /><br />
<em>My mind is blown away by how much attention has been placed on all the essential details built into Jetpack CRM. It’s a polished, professional product that I love being able to bake into my Website as a Service (WaaS), multisite network. It adds true value for my customers and completes my product offering. I’ve not been able to find any tool quite like it (and trust me, I’ve looked!) If you’re looking to offer true value to your customers, this is worth its weight in gold!</em></p>
<p class="who"><strong>Michal Short</strong></p>
</div>
<div class="testimonial-block"><img class="alignnone size-medium wp-image-7499078" src="https://woocommerce.com/wp-content/uploads/2021/02/dscrib.png?w=80" alt="" width="80" height="80" /><br />
<em>We can sit back and relax safe in the knowledge that Jetpack CRM is working tirelessly behind the scenes distributing leads automatically to our clients.</em></p>
<p class="who"><strong>Dave Scribner</strong></p>
</div>
<p class="wccom-bundle-header-fineprint">
</div>
</div>
</div>
<hr />
<h2 class="wccom-bundle-section-header-title">Is it easy to get started?</h2>
<p>Good news, it’s now fast and <em>incredibly</em> easy get started with Jetpack CRM.</p>
<span class="embed-youtube" style="text-align:center"></span>
<hr />
<h2></h2>
<h2 class="wccom-bundle-section-header-title">Get Jetpack CRM for WooCommerce for FREE!</h2>
<div class="wccom-shortcodes__cta-button ">
<div class="wccom-shortcodes__cta-button-cta"><a class="wccom-bundle-button wccom-bundle-button-primary" href="https://jetpackcrm.com/woocommerce?utm_source=woocommerce&utm_medium=web&utm_campaign=marketplace&utm_content=pricing-2">Get Jetpack CRM</a></div>
</div>
<hr />

Jetpack CRM for WooCommerce

<p>Jetpack CRM has everything you need to nurture your leads and customers: Invoices, Billing, Email Marketing, Automation, a detailed Sales Dashboard, and 30+ extensions including Stripe, Paypal, Mailchimp, and more.</p>

Salesforce Integration vs Jetpack CRM for WooCommerce