<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><span style="font-weight: 400">The official Zapier integration for WooCommerce. It syncs orders, products, customers, coupons, subscriptions, memberships, and bookings with 9,000+ other apps in both directions. To build a new automation, type what you want in plain English and Zapier sets it up for you. Drop AI steps into any workflow that has to handle order notes, support messages, or anything else where the input isn’t predictable. Or skip the dashboard entirely and run store tasks from Claude or ChatGPT through the Zapier MCP.</span></p>
<h2>Powerful Automation Features for WooCommerce</h2>
<h3>Deterministic Zaps plus AI steps</h3>
<p><span style="font-weight: 400">For predictable jobs like sending paid orders to Xero or syncing stock from your ERP, a Zap with mapped fields is exactly what you want. For the parts that aren’t predictable, like a customer’s order note asking for gift wrap or “leave on porch”, drop an AI step inside the same Zap. The accounting stays exact. The AI handles only what AI is good at.</span></p>
<h3>Build automations by typing what you want</h3>
<p><span style="font-weight: 400">Tell Zapier “when I get a paid WooCommerce order, create an invoice in Xero and add the customer to Mailchimp.” It sets up the Zap for you. Work that used to take an hour of clicking through field mappings now takes a minute of typing.</span></p>
<h3>Manage your store from Claude or ChatGPT</h3>
<p>Connect Zapier’s MCP to whichever AI chat tool you already use, then run store tasks in conversation. “Mark yesterday’s orders as completed.” “Add tracking 1Z999AA1 to order #4521 and email the customer.” One MCP connection covers every WooCommerce action you’ve enabled, so you don’t have to configure a separate MCP for each tool.</p>
<h3>Two-way sync across your whole store</h3>
<p><span style="font-weight: 400">Orders, products and variations, customers, coupons, subscriptions, membership plans, user memberships, and bookings all flow in both directions between WooCommerce and 9,000+ apps. That includes the ones you’d expect (Xero, QuickBooks, Mailchimp, HubSpot, Slack, Google Sheets) plus a long tail of the ones you probably haven’t heard of until the day you need them.</span></p>
<h3>Real time, not scheduled</h3>
<p><span style="font-weight: 400">Zaps fire the instant something happens in your store. A paid order becomes an invoice in Xero; a subscription cancels and your CRM gets the news. The work happens even when your laptop’s closed.</span></p>
<h3>Set it up once, forget it forever</h3>
<p>Most merchants spend the first month building automations and the next five years just watching them run. Pick a trigger, map the fields once, and the job keeps doing itself.</p>
<h2>What you can build</h2>
<h4>Smart order processing</h4>
<p>Paid WooCommerce orders go straight to Xero, QuickBooks, or FreshBooks as invoices. An AI step inside the same Zap can read the customer’s note (“leave on porch”, “gift wrap, no receipt”, “delay until Monday”) and route the order differently from there.</p>
<h4>Natural-language store management</h4>
<p>With Zapier MCP connected to Claude or ChatGPT:</p>
<ul>
<li>“Mark yesterday’s orders as completed.”</li>
<li>“Add tracking number 1Z999AA1 to order #4521 and email the customer.”</li>
<li>“What’s my best-selling product this month?”</li>
</ul>
<p>You decide which actions can run freely and which need your approval first. Useful for merchants who rarely log in to WooCommerce and just want to mark orders shipped from their phone.</p>
<h4>CRM and email marketing</h4>
<p>Sync new customers and order data to HubSpot, Mailchimp, Campaign Monitor, ActiveCampaign, Zoho CRM, PipeDrive, or any of 50+ other systems. Use an AI step in between if you want to enrich the customer record or assign them to a segment before the data lands.</p>
<h4>Inventory sync</h4>
<p>Keep WooCommerce stock levels in lockstep with Xero, QuickBooks, your warehouse system, or a spreadsheet. No more “I ordered it but it turns out you’re out of stock for two months” emails to angry customers.</p>
<h4>Notifications</h4>
<p>SMS, email, Slack, or Microsoft Teams alerts when an order status changes, stock drops below a threshold, or a subscription renews. Filter so only the people who need to act get pinged.</p>
<h4>Help desk</h4>
<p>Auto-create tickets in Zendesk, Help Scout, or Freshdesk when a refund or dispute status fires. An AI step can summarise the issue before the ticket opens, so your support team gets context rather than just an order ID.</p>
<h4>File management and reporting</h4>
<p>Push order data into Google Sheets, Dropbox, or Google Drive. Generate monthly reports automatically on the first of the month. This is the kind of task that feels “not worth automating” until you realise it then runs forever for free.</p>
<h2>The Latest Zapier Capabilities</h2>
<ul>
<li><strong>AI-Powered Zap Creation</strong><br />
Create Zaps with plain English prompts (e.g., “Sync WooCommerce orders to Google Sheets”) for instant automation.</li>
<li><strong>Zapier MCP</strong><br />
The fastest way to let your AI assistant(s) interact with WooCommerce and thousands of other apps.</li>
<li><strong>Zapier AI Actions</strong><br />
Enable AI platforms to perform 30,000+ actions (e.g., send Slack messages, update HubSpot) using natural language.</li>
<li><strong>Zapier Agents</strong><br />
Build AI agents to automate tasks like lead enrichment or customer support across 9,000+ apps.</li>
<li><strong>AI Chatbots</strong><br />
Create custom chatbots in Zapier Interfaces to answer queries and automate tasks like CRM updates.</li>
<li><strong>Zapier Canvas with AI</strong><br />
Map processes visually, with AI suggesting optimizations and converting diagrams into Zaps.</li>
<li><strong>AI-Driven Formatter</strong><br />
Auto-formats data in Zaps (e.g., reformat WooCommerce orders for Google Sheets) with AI suggestions.</li>
</ul>
<h3>Ready to Supercharge Your WooCommerce Store?</h3>
<p>Join thousands automating with Google Sheets, HubSpot, MailChimp, and more. Try Zapier Integration risk-free with our 30-day money-back guarantee.</p>
<h3>Screenshots</h3>
<h4 style="text-align: center">Available Triggers</h4>
<p><img class="alignnone wp-image-18734003120224 size-full" src="https://woocommerce.com/wp-content/uploads/2013/09/woocommerce-zapier-triggers.png" alt="Available WooCommerce Zapier Triggers" width="3450" height="1580" /></p>
<h4 style="text-align: center">Order Trigger Events</h4>
<p><img class="alignnone wp-image-18734003120223 size-full" src="https://woocommerce.com/wp-content/uploads/2013/09/woocommerce-zapier-order-trigger-rules.png" alt="WooCommerce Zapier Order Trigger Events" width="3452" height="1970" /></p>
<h4 style="text-align: center">Example Zap: New Subscribers Get a Unique Coupon Code Automatically</h4>
<p><img class="aligncenter size-full wp-image-18734002155881" src="https://woocommerce.com/wp-content/uploads/2013/09/woocommerce-zapier-new-subscriber-coupon-2023.png" alt="Example Zap: New Subscribers Get a Unique Coupon Code Automatically" width="980" height="709" /></p>
<h4 style="text-align: center">Easy Zap Management</h4>
<p><img class="size-full wp-image-18734002155884 aligncenter" src="https://woocommerce.com/wp-content/uploads/2013/09/woocommerce-zapier-easy-zap-management-2023.png" alt="Easy Zap Management" width="980" height="408" /></p>
<h4 style="text-align: center">Zapier Task History in Your WooCommerce Dashboard</h4>
<p><img class="alignnone wp-image-18734003120225 size-full" src="https://woocommerce.com/wp-content/uploads/2013/09/woocommerce-zapier-task-history-wordpress.png" alt="WooCommerce Zapier Task History Screen" width="2520" height="1864" /></p>

Zapier Integration

<p>WooCommerce connected to 9,000+ apps, with AI steps inside your workflows and plain-English store management through Claude or ChatGPT. No code required.</p>

Salesforce Integration vs Zapier Integration