Connecting Salesforce & Your Shop

Connecting Salesforce & Your Shop

Salesforce is a CRM that should be familiar to most people who have ever worked with it. The tool is mainly aimed at medium-sized and large companies and has managed to convince entire agencies to dedicate their entire business model to this CRM.

For e-commerce businesses, or businesses that do at least part of their business through an online shop, Salesforce is a great choice. Because a cloud-based CRM, like Salesforce's, complements your webshop software, especially Shopify, WooCommerce or Magento, perfectly.

Because by integrating Salesforce with your online shop, you can always keep the most important data, namely that of your leads and customers, up-to-date and correct in the right place. How? By linking both applications, shop and CRM. This is called Salesforce integration.

Advantages of your Salesforce integration with your online shop:

  • Simple data maintenance without errors
  • Innovation and sustainability
  • Growth through scaling
  • save administration
  • Higher added value
  • Efficient and lean business processes
  • Targeted customer approach

Because through Salesforce's API (interface) we can connect the CRM with a lot of different tools, but there are also many possibilities for small automations that take over administrative tasks in Salesforce.

This gives your team significantly more time for value-adding tasks.

The principle is always the same: The interfaces provided by Salesforce and your online shop are used. In this way, both applications are connected to each other and can exchange data independently. This approach remains the same, regardless of whether you use native automations or third-party solutions. But what exactly does that mean?

Excursus: Native vs. External Automations

The idea of connecting applications that use the same data is not entirely new. Many of the large software manufacturers have long understood this. Salesforce, Shopify or Magento, for example, offer extensions via their own marketplaces that are specialized in other applications. With one click, you can add these functions to your Salesforce CRM or online shop.

Some apps go even further and you don't have to add anything: The project management tool ClickUp, for example, comes with small workflow automations right from the start.

What exactly these native automations look like differs in some cases. In the case of Shopify, for example, you pay monthly for Salesforce Sync via the Shopify App Store. With Magento, you get the Salesforce CRM integration for a one-time fee of $420 via the Magento Marketplace. So if you want to integrate Salesforce with your online shop, you will probably have to pay extra.

The alternative is external automation via third-party platforms: In this post we refer in particular to Zapier and Make. Both are applications that have made it their task to connect apps. To do this, they provide a platform and intuitive interface. You can then integrate Salesforce with the online shop of your choice.

The advantage here lies especially in the functionalities: both Zapier and Make offer tons of possibilities to integrate Salesforce with your online shop. And even beyond that, they offer numerous possibilities to integrate other applications, such as your emails or databases, into the automation.

In addition, the costs are lower in the long run. Depending on the plan, you can use Make for as little as $9 per month, apart from the free version, which is also available at Zapier.

Especially if you plan to use Salesforce and your online shop in the near future, we recommend external automations. These run stably, long-term and are also highly scalable should your requirements increase or change.

Connect Woocommerce with Salesforce

WooCommerce is the e-commerce plugin of choice for Wordpress sites. WooCommerce is particularly suitable for small to medium-sized shops, especially if your Wordpress website is the core of your business. WooCommerce is especially great for businesses that are just getting started with online sales. For example, if you have just started selling your products or services online due to the pandemic, WooCommerce is a good solution.

Since WooCommerce is a plugin for Wordpress and therefore always bound to Wordpress, the native integrations are also limited. Most likely, you will not get around another Wordpress plugin or an external automation. Basically, we advise against too many Wordpress plugins. On the one hand, it can slow down your website, on the other hand, certain plugins do not understand each other and lead to errors.

Fortunately, however, there are numerous integrations for Salesforce and your WooCommerce online shop that can be implemented via third-party platforms:

Advanced Salesforce Automations with WooCommerce Thanks to Integromat & Zapier:

  • Automatically add new leads to Salesforce from new WooCommerce orders
  • Automatically add new WooCommerce orders to Salesforce as new opportunities
  • Automatically create contacts and opportunities in Salesforce on a new WooCommerce sale
  • Automatically add new WooCommerce orders to Salesforce as new sales opportunities
  • Create or update a contact in Salesforce with customers in WooCommerce
  • Automatically add a customer in WooCommerce to a new lead in Salesforce or update the existing ones.
  • Any synchronization between WooCommerce and Salesforce in terms of contacts, leads, orders, customers or custom objects.

Basically, these are all very simple automations. The special thing about the Salesforce integration with WooCommerce using Zapier or Make, however, is actually the processes beyond that: accounting, warehouse management, marketing, administration or product development can all be integrated and thus benefit from automations.

As you can see, Salesforce integration is mainly about synchronizing data. In the case of online shops, the most important data is (probably) the master data. This is why it is always automatically transferred from WooCommerce to Salesforce and vice versa.

Connect Magento with Salesforce

Magento is the cloud shop system from Adobe and is particularly suitable for medium-sized and large companies. What makes Magento special is its size. Magento runs stable even if you offer tens of thousands of products and allows very detailed differentiations, categories, tags and filters. In addition, you can also program custom in Magento and thus make all your ideas come true.

In Magento, data on contacts, leads, products, invoices, deliveries, credit notes or returns are particularly relevant for your Salesforce CRM. It is precisely at these points that the integration of Magento with Salesforce can bring added value.

Magento also has its own extension for Salesforce integration. This is available via the Magento Marketplace as an open source version from $420. With it you can then, for example:

  • Synchronize and update all or specific products from the Magento 2 shop in Salesforce CRM Products.
  • Synchronize and update all or specific customers from the Magento 2 shop in Salesforce CRM leads, contacts or accounts.
  • Synchronize and update all or specific campaigns and subscribers from the Magento 2 shop with Salesforce CRM.

Various synchronization modes are available: Automatically, at intervals or manually.

Automation with Make or Zapier can also provide you with all this. But also much more. Because in addition to the synchronization of contacts, leads, products, invoices or deliveries, both platforms offer more comprehensive functions.

Advanced Automation with Magento Thanks to Make & Zapier:

Map all the above synchronizations

Attach your accounting to your shop system and CRM to automatically generate invoices.

Send newsletter campaigns to selected contacts depending on order and products

Connect your inventory management system to keep track of your stock, automatically reorder products and receive regular evaluations

Connect Shopify with Salesforce

Shopify is one of the largest e-commerce softwares in the world that enables small and medium-sized businesses to open, manage and develop their own shop. Paired with Salesforce as one of the best-known CRMs, the result is a truly powerful infrastructure.

Shopify scores particularly well with its user-friendliness, flexibility and scalability. In addition, the shop system in this list offers the best API interface, which is decisive for successful and stable automation.

If you want to integrate Shopify with Salesforce, the Shopify App Store offers you a Salesforce Sync. This can be purchased flexibly. For example, you can:

  • Automatically create orders in Salesforce after an order in Shopify
  • Automatically create contacts or accounts in Salesforce after customers have been created or updated in Shopify.
  • Create or update leads in Salesforce when customers or orders have been created or updated in Shopify.

Behind the extension is the third-party provider CRM Perks, which also offers the WooCommerce plugin for the Salesforce integration, for example. The Shopify Salesforce integration starts at $19 per month for up to 100 orders or customers. That should be reached pretty quickly for most people. So the plugin can get pretty expensive pretty quickly.

Especially with Shopify, it is worthwhile in our eyes to use Make or Zapier. Both platforms are significantly cheaper (even in the long term) and offer more functions.

Insider tip: You can even save yourself some other expensive Shopify apps by using them. We have a post about it here.

Thanks to Make & Zapier you can:

Implement all of the above, especially the synchronization of orders, leads, contacts or customers between Shopify and Salesforce.

Integrate your newsletter marketing into the process and automatically add new leads to a campaign.

Integrate your accounting to automatically create invoices, create contacts in the accounting tool, add payment information or even automatically send reminders.

Integrate a database as an intermediate step and have the current sales figures displayed transparently and at any time.

Automatically check your inventory and integrate your stock management so that a product is always reordered on time and based on different criteria, such as seasonality or popularity.

Remind abandoned shopping carts or even retarget customers on other platforms, such as Facebook.

Be notified via Slack, Teams or email when general or specific orders have been placed by products or people.

Conclusion: Salesforce Connection as The Basis for Your E-Commerce

Salesforce relies on up-to-date data so that your CRM can actually manage your customer relationships. If you run an online shop, this is often where you get the most up-to-date and important data on your leads and contacts. That's why integrating Salesforce with your online shop, whether it's Shopify, Magento or WooCommerce, can bring significant benefits.

You can be sure that master data is always up to date, you can use it in different places in different applications, trigger entire processes for marketing, administration, accounting or inventory management and all this without ever copying and pasting data again.

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