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

You can connect Salesforce Account by Oauth 2.0 or Salesforce Organization ID.

Fields Mapping

You can easily map WooCommerce Order fields to any Salesforce Object fields.

Export Event

You can Choose event, when WooCommerce Order data should be sent to Salesforce.

Primary Key

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

Error Reporting

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

CRM Logs

Plugin saves detailed log of each entry sent (or not sent) to Salesforce and easily resend an entry to Salesforce.

Export Logs as CSV

You can easily export Salesforce Logs as a CSV file for bookkeeping, and accounting purposes.

Full Synchronization

All Woocommerce Orders 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 orders are sent to your CRM, but you can apply filters & setup rules to limit the orders sent to CRM.

Send Data As Notes

You can send one to many fields data as an object Note in salesforce.

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

Want to send entries to any other CRM or Support System

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

Our Free Plugins

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/.

Reviews

Excellent Plugin – 5 Stars

Great plugin. I never risk such a new unrated plugin, but decided to chance it and I’m glad I did. Easy UI sets up quick and multiple APIs are allowed, even on the same event. Thx, CRM Perks for such a great plugin.

Read all 1 review

Contributors & Developers

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

Contributors

Changelog

1.3 version

  • removed addons page.

1.1 (12 July 2018)

  • Fixed order status (processing) issue.

1.0.0

  • Initial release.