<ul class="wccom-tick-list-primary">
<li><strong>Streamlined Sales Management</strong>: Everything you need to manage B2B sales agents and track sales is in one place, boosting efficiency.</li>
<li><strong>Performance Insights</strong>: Gain complete visibility with dashboards for tracking commissions, sales, and agent productivity.</li>
<li><strong>Flexible Commission Structures</strong>: Easily set global, category, or per-product commissions to suit your strategy.</li>
<li><strong>Enhanced Communication</strong>: Keep communication between commission agents and admins for a cohesive team experience.</li>
</ul>
<hr />
<p>Sales Agent for WooCommerce is the ultimate WooCommerce extension for managing and empowering your sales team in one seamless platform! This all-in-one system is designed to streamline sales agent management, track customers, automatically calculate commissions for sales agents, and boost revenue effortlessly. Perfect for WooCommerce store owners looking to supercharge their sales operations, this B2B sales commission plugin brings everything your team needs in one powerful tool!</p>
<h2>Features</h2>
<h3>Sales Agent WooCommerce Dashboards</h3>
<p><img class="size-full wp-image-18734004430173 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/sales_agent_dashboards.webp" alt="Sales Agent Dashboards Feature" width="980" height="602" /></p>
<p>Empower each agent with a dedicated dashboard! Here, agents can add new customers, check notifications, view commission stats, and place orders on behalf of customers. The dashboard also provides access to performance insights and order tracking.</p>
<h3>Global Commission Structure</h3>
<p><img class="size-full wp-image-18734004430181 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/global_commission_structure.webp" alt="Global Commission Structure Feature" width="980" height="602" /></p>
<p>Effortlessly set up a global commission structure that works across agents, allowing admins to create, assign, and edit commission percentages to ensure fair payouts.</p>
<h3>Generate Affiliate Links</h3>
<p><img class="size-full wp-image-18734004430186 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/generate_affiliate_links.webp" alt="Generate Affiliate Links Feature" width="980" height="602" /></p>
<p>Boost visibility and sales with affiliate links tailored for agents. Each agent can generate unique links for:</p>
<ul>
<li>User Registration: Encourage new customers to join with custom registration links.</li>
<li>Shop Link: Let agents share shop links and earn commissions on orders made through them.</li>
<li>Product Link Generator: Generate links for specific products, where agents receive a commission if a sale is completed using their referral link.</li>
</ul>
<h3>Instant Messaging for Admins, Agents, and Customers</h3>
<p><img class="size-full wp-image-18734004430325 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/instant_messaging_for_admins_agents.webp" alt="Instant Messaging for Admins and Agents Feature" width="980" height="602" /></p>
<p>Facilitate real-time communication with the Instant Messaging feature. Both admins and agents can stay updated with quick, convenient conversations directly through the platform.</p>
<p><img class="alignnone size-full wp-image-18734004898137" src="https://woocommerce.com/wp-content/uploads/2021/05/intercommunication_between_agent_customer.webp" alt="Instant Messaging Between Agent & Customer" width="980" height="602" /></p>
<p><span style="font-weight: 400">Enhance collaboration with built-in messaging! Agents and customers can now communicate directly through the message tab, improving support and sales efficiency.</span></p>
<h3>Agent Levels</h3>
<p><img class="aligncenter size-full wp-image-18734005721593" src="https://woocommerce.com/wp-content/uploads/2021/05/agent_levels.webp" alt="Sales Agent Levels" width="980" height="602" /></p>
<p>Easily set up multiple agent levels with custom commission rates for products or categories. Reward performance with dynamic commission structures, and boost motivation through automatic level upgrades when agents hit their sales targets.</p>
<h3>Commission Payout Options</h3>
<p><img class="size-full wp-image-18734004430331 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/commission_payout_options.webp" alt="Commission Payout Options Feature" width="980" height="602" /></p>
<p>Choose flexible commission payout options like PayPal or Bank Transfer, ensuring agents receive timely, secure payments for their efforts.</p>
<h3>Customer-Based Commission</h3>
<p><img class="aligncenter size-full wp-image-18734005721600" src="https://woocommerce.com/wp-content/uploads/2021/05/customer_based_commission.webp" alt="Customer Based Commissions " width="980" height="602" /></p>
<p>Assign unique commission rates to sales agents for individual customers, giving you full flexibility to incentivize VIP clients and manage key relationships strategically.</p>
<h3>Announcements to Sales Agents</h3>
<p><img class="size-full wp-image-18734004430334 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/announcements_to_sales_agents.webp" alt="Announcements to Sales Agents Feature" width="980" height="602" /></p>
<p>Admins can keep agents informed through announcement messages. Set messages to display on the announcements page, with options to filter by date, bulk actions, and a search bar for easy navigation.</p>
<h3>Assign Agents to Commission Categories</h3>
<p><img class="size-full wp-image-18734004430342 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/assign_agents_to_commission_categories.webp" alt="Assign Agents to Commission Categories Feature" width="980" height="602" /></p>
<p>Customize commission rates by assigning agents to different commission categories. Each category can have unique commission percentages based on performance, product type, or strategy.</p>
<h3>Set Commission for Sales Agents on Specific Products</h3>
<p><img class="size-full wp-image-18734004430349 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/set_commission_for_specific_products.webp" alt="Set Commission for Specific Products Feature" width="980" height="602" /></p>
<p>Admins have the power to set fixed or percentage-based commission rates for specific products, providing targeted incentives and control over high-demand items.</p>
<h3>Comprehensive Performance Dashboard for Admins</h3>
<p><img class="size-full wp-image-18734004430355 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/comprehensive_performance_dashboard_for_admins.webp" alt="Comprehensive Performance Dashboard for Admins Feature" width="980" height="602" /></p>
<p>Track the full scope of agent activity with a monthly performance summary for created customers, sales orders, paid commissions, and more. Admins can manage agent profiles, adjust commission statuses, and stay in full control of sales operations.</p>
<h3><b>Bulk Assign Customers to Sales Agent</b></h3>
<p><span style="font-weight: 400">Streamline your customer management with bulk assignment! Admins can now assign up to 100 customers to a sales agent at once, directly from the agent’s Edit Profile screen. No more visiting individual customer profiles one by one — simply select the customers you need, hit Update, and the assignments are saved instantly to the agent’s Customer Table.</span></p>
<h3><b>Bulk Actions on Customers</b></h3>
<p><span style="font-weight: 400">Take control of customer management at scale with powerful bulk actions! From the customer table within any agent profile, admins can select multiple customers and choose from available bulk actions:</span></p>
<ul>
<li style="font-weight: 400"><b>Bulk Unassign:</b><span style="font-weight: 400"> Remove selected customers from the agent in a single click, keeping your assignments clean and up to date.</span></li>
<li style="font-weight: 400"><b>Assign Bulk Commission:</b><span style="font-weight: 400"> Open a handy pop-up to set a commission percentage for multiple customers at once, saving time and ensuring consistency across your sales team.</span></li>
</ul>
<h2>How to Get Started</h2>
<ol>
<li>Buy Sales Agent for WooCommerce.</li>
<li>Download and install the extension.</li>
<li>You can find the installation guide <a href="https://woocommerce.com/document/sales-agent-for-woocommerce/#section-2">here</a>.</li>
</ol>
<p>Read the <a href="https://woocommerce.com/document/sales-agent-for-woocommerce/">technical documentation</a> to set up Sales Agent for WooCommerce and build a successful B2B sales commission system.</p>
<h3>Let’s turn your sales team into a revenue-boosting powerhouse!</h3>
<p>This sales agent tool is the complete solution to simplify sales agent management, optimize sales commissions, and drive growth for your business.</p>

Sales Agent

<p>Manage sales agents, automatically calculate sales commissions and keep track of customers and data.</p>

<p>Save time, eliminate manual work, and grow your business with seamless automation—no coding required.</p>
<h2>Powerful Automation Features for WooCommerce</h2>
<p>Unlock endless possibilities with Zapier Integration for WooCommerce.</p>
<ul class="wccom-tick-list-primary">
<li><strong>Two-Way Integration</strong><br />
Sync data to apps like Google Sheets or QuickBooks Online and back to WooCommerce.</li>
<li><strong>70+ Triggers & 25+ Actions</strong><br />
Automate orders, subscriptions, customers, products and more with flexibility.</li>
<li><strong>No-Code Setup</strong><br />
Build automated workflows for WooCommerce and other apps like HubSpot or Slack using templates.</li>
<li><strong>Flexible Automation</strong><br />
You’re in full control with configurable filters and rules.</li>
<li><strong>Extension Compatibility</strong><br />
Works with WooCommerce Subscriptions, Bookings, Memberships and more.</li>
<li><strong>Secure & Reliable</strong><br />
Monitor tasks with logs, ensuring safe data handling.</li>
</ul>
<h2>Why Automate with Zapier?</h2>
<p>Streamline operations and focus on growth with powerful automation.</p>
<ul class="wccom-tick-list-primary">
<li><strong>Boost Efficiency</strong><br />
Sync orders to apps like Google Sheets or QuickBooks Online, saving hours weekly.</li>
<li><strong>Grow Sales</strong><br />
Add customers to apps like Mailchimp or Klaviyo for targeted campaigns.</li>
<li><strong>Reduce Errors</strong><br />
Automate data to apps like Zendesk or ActiveCampaign for accuracy.</li>
</ul>
<h2>Automate Your Workflow with Real-World Use Cases</h2>
<p>Examples of how Zapier Integration could transform your WooCommerce store:</p>
<ul>
<li><strong>Grow Your Audience</strong><br />
Automatically add new customers to MailChimp or HubSpot when they purchase, building your email list effortlessly.</li>
<li><strong>Streamline Accounting</strong><br />
Send new orders to Xero or QuickBooks for instant financial tracking, reducing manual bookkeeping.</li>
<li><strong>Enhance Team Communication</strong><br />
Notify your team in Slack or Microsoft Teams when high-value orders or stock issues occur.</li>
<li><strong>Manage Subscriptions</strong><br />
Sync subscription renewals with ActiveCampaign or Google Sheets to keep customer data up to date.</li>
</ul>
<p>Automate WooCommerce with these top apps and tools:</p>
<ul>
<li><strong>CRM</strong>: HubSpot, Salesforce, Zoho CRM, Pipedrive, Freshsales</li>
<li><strong>Email Marketing</strong>: Mailchimp, Klaviyo, ActiveCampaign, Kajabi</li>
<li><strong>Accounting</strong>: QuickBooks Online, Xero, FreshBooks, Zoho Books</li>
<li><strong>Team Communication</strong>: Slack, Trello, Monday.com, Notion, Asana</li>
<li><strong>Spreadsheets and Data</strong>: Google Sheets, Airtable, Microsoft Excel</li>
<li><strong>Customer Support</strong>: Flodesk, Zendesk, Freshdesk, Help Scout</li>
<li><strong>Email</strong>: Gmail, Outlook</li>
<li><strong>Social Media and Reviews</strong>: Facebook, Truspilot</li>
<li><strong>Marketing and Advertising</strong>: Google Ads</li>
</ul>
<h2>Get Automated in 3 Simple Steps</h2>
<ol>
<li style="list-style-type: none">
<ol>
<li><strong>Install the Plugin</strong><br />
Purchase and activate the Zapier Integration plugin in your WordPress dashboard.</li>
<li><strong>Connect to Zapier</strong><br />
Securely connect your store with Zapier.</li>
<li><strong>Build Your Zaps</strong><br />
Use pre-built templates to sync orders to Google Sheets, add customers to HubSpot, or send notifications via Slack — no coding needed.</li>
</ol>
</li>
</ol>
<h2>The Latest Zapier Capabilities</h2>
<ol>
<li style="list-style-type: none">
<ol>
<li style="list-style-type: none">
<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>
</li>
</ol>
</li>
</ol>
<h2>Ready to Supercharge Your WooCommerce Store?</h2>
<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>Connect your store to over 9,000 apps like Google Sheets, HubSpot, MailChimp, Slack, and Xero. No coding required.</p>

Sales Agent vs Zapier Integration