WooCommerce Salesforce Plugin – CRM Perks

Description

Easily create leads, contacts or any object in Salesforce when an order is placed via WooCommerce. Learn more at crmperks.com

Connect Salesforce Account

Connect Salesforce Account by Oauth 2.0 or Salesforce Organization ID.

Fields Mapping

Easily map WooCommerce Order fields to any Salesforce Object fields.

Export Event

Choose when WooCommerce Order data should be sent to Salesforce.

Primary Key

Instead of creating new Object, you can update old object by setting Primary Key field.

Error Reporting

If there is an error while sending data to Freshdesk an email containing the error details will be sent to the specified email.

CRM Logs

View a detailed log of each entry sent (or not sent) to Freshdesk and easily resend an entry to Freshdesk.

Export Logs as CSV

Easily export Freshdesk Logs as a CSV file for forecasting, bookkeeping, and accounting purposes.

Full Synchronization

All local entries are fully synchronized with CRM entries. If you update/delete/restore an entry that entry will be updated/deleted/restored in the CRM.

Filter Entries

By default all entries are sent to the CRM, but you can apply filters & setup rules to limit the entries sent to CRM.

Send Data As Notes

You can send one to many fields data as a CRM entry Note.

Assign Objects

An Object created/updated by one feed can be assigned to the Object created/updated by other feed.

Premium Version.

WooCommerce Salesforce Plugin has a Premium version which comes with several additional benefits.

Upgrade to Pro version

Premium Addons

We have 20+ premium addons and new ones being added regularly, it’s likely we have everything you’ll ever need.View All Add-ons

Marketing Data

Track standard Google Analytics parameters and custom query string parameters of a visitor.

Geolocation

Track IP Address based Geolocation , browser and operating system of a visitor who submitted an Order.

Analytics Addon

Convert anpnymous web visitors to potential leads.

FullContact API

When a user submits an Order , you can get email details from FullContact API.

WhitePages API

When a user submits an Order , you can get phone details from WhitePages API.

Clearbit API

Lookup user email , IP and URL using the Clearbit API.

Zapier Addon

Send Order to Zapier or any web hook.

Synchronization Addon

if there is any change in WooCommerce Order, it will be auto updated to Salesforce.Similary, you can update WooCommerce Order from Salesforce.

Bulk Export

Auto Send thousands of entries to Salesforce using WP cron.

Want to send entries to any other CRM or Support System

We have similar plugins for 20+ crms and support systems.

Our Free Plugins

  • CRM Perks Forms is a highly optimized and lightweight Contact Form Builder with Popups and floating buttons.

  • Contact Forms Entries Plugin automatically saves form submissions from Contact Form 7, Crm Perks Forms and many other popular contact form plugins to wordpress database.

  • Support X – WordPress Helpdesk Shows user tickets from HelpScout, ZenDesk, FreshDesk, Desk.com and Teamwork in wordpress. Users can create new tickets and reply to old tickets from wordpress.

  • Gravity Forms FreshDesk Plugin allows you to quickly integrate Gravity Forms with FreshDesk CRM.

Screenshots

  • Connect Salesforce Account.
  • Connect Multiple Salesforce Accounts.
  • Map Salesforce Fields to WooCommerce fields.
  • Create New Entry in Salesforce or Update Old Entry searched By Primary key.
  • Filter Orders.
  • Orders Sent to Salesforce.

FAQ

Where can I get support?

Our team provides free support at https://www.crmperks.com/contact-us/.

Contributors & Developers

“WooCommerce Salesforce Plugin – CRM Perks” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.1 (12 July 2018)

  • Fixed order status (processing) issue.

1.0.0

  • Initial release.