If you run a successful online store, most of your daily work probably revolves around shipping orders, tracking inventory, and juggling different tools and apps. While apps like WooCommerce make it a lot easier to power your business, adding automation into the mix can help you connect the rest of your tech stack and take your business to the next level.
With just a few Zaps—what we call our automated workflows—you can automatically track orders in spreadsheets, create invoices, and improve customer engagement. Here's how you can scale your eCommerce business with WooCommerce and automation.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Back up order and customer info in a spreadsheet
Spreadsheets can be a versatile way to track and use your WooCommerce order information. If not everyone has access to your eCommerce platform, for example, it's easy to share a spreadsheet containing the key info needed for everyone to do their jobs.
Spreadsheets also give you more options to filter and sort data. And they can also serve as a backup archive of your important customer data.
Capture all the order details you need in a format that works for you with these simple workflows.
Save new WooCommerce orders to Google Sheets rows
WooCommerce + Google Sheets
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Don't let your order info get disorganized! Use this Zapier integration to automatically copy new WooCommerce order line items into a row in your Google Sheets spreadsheet. Easily stay on top of line item updates so that you can stay focused on your primary workflows.
Update Google Sheets rows with new WooCommerce orders
WooCommerce + Google Sheets
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If you use Google Sheets to manage your order data, this integration can save you a ton of time. Automatically update specified data in a Google Sheets spreadsheet row whenever a new WooCommerce order is created.
Add new line items in WooCommerce orders to Google Sheets rows
WooCommerce + Google Sheets
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Looking for an easier way to track your order updates? Just activate this handy Zap. Once active, this integration will automatically add each new line item in a WooCommerce order to a row in a specified Google Sheets spreadsheet.
Create Google Sheet row(s) for new WooCommerce orders
WooCommerce + Google Sheets
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When you have new orders, you'll want the details organized on a spreadsheet. This integration helps by automatically creating a row(s) in a Google Sheet with details from a new order in WooCommerce. It's never been easier to capture order details on your spreadsheet.
Add new WooCommerce orders to rows in Excel
WooCommerce + Microsoft Excel
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Don't sacrifice your record-keeping because you're too busy fulfilling your orders. Zapier can do it for you without any additional work. Just set up this integration, and we'll take over, automatically adding every new WooCommerce order you receive as a new row on the Excel spreadsheet you use for tracking.
Send custom emails and notifications
A new order triggers a whole lot of important communications and tasks. Automation is the easiest way to ensure that communication happens.
Set up these automations to send emails or Slack messages to your team when a new order comes through. They can alert your fulfillment team, keep salespeople in the loop, or just make an easily accessible record in your team communications channel or inbox.
Send emails via Gmail for new WooCommerce orders
WooCommerce + Gmail
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There's a lot of communication that happens in response to new orders. Whether you're looking to alert your fulfillment team or send a confirmation or thank you email to your customer, this WooCommerce-Gmail integration can easily handle it all. It triggers whenever you receive a new order on WooCommerce, automatically sending all the details you need to your customer or other specified recipient.
Send emails for new WooCommerce orders
WooCommerce + Email by Zapier
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Want a simple way to stay responsive to new orders? This Zapier integration automatically sends an email as soon as a customer commits to an order on your WooCommerce store. Easily jumpstart workflows or send confirmation notices. Now you can have the latest information and get a head start on fulfillment right in your inbox.
Send Slack channel messages for new orders in WooCommerce
WooCommerce + Slack
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When you have new orders being placed, you'll also want your team notified so they're up to date. This integration makes it easy by automatically sending a channel message in Slack when there is a new order in WooCommerce. Your team will always be up to date on the latest orders.
Add customers to a mailing list
Email outreach can increase the likelihood of repeat customers, so automatically integrating your eCommerce platform with your email marketing tool is a no-brainer.
When a new order is placed in WooCommerce, you can use automation to create a new contact or update an existing one in your email marketing platform of choice. Letting automation handle transferring customer data means their info gets into your system faster and more reliably while saving you the hassle of copying and pasting.
Want to send customers a thank-you email or add them to an onboarding series? Or maybe you want to ask them about their purchase experience or send them new offers? These workflows will help.
Update contacts in ActiveCampaign from new WooCommerce orders
WooCommerce + ActiveCampaign
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Make sure customers are receiving your emails with this WooCommerce to ActiveCampaign integration. Once set up, each time a new order is placed in WooCommerce, Zapier will automatically create a new, or update an existing, contact in ActiveCampaign. Increase the potential for returning customers with this Zap!
Add new WooCommerce customers to Mailchimp as subscribers
WooCommerce + Mailchimp
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Maximize your engagement with new customers on your WooCommerce store by signing them up for emails from your Mailchimp account. Zapier does that automatically with this integration, copying every new customer's email address into your Mailchimp mailing list. It's a great way to onboard customers for valuable follow-up!
Update contacts in Flodesk from new WooCommerce orders
WooCommerce + Flodesk
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Easily keep your contacts in Flodesk up to date with this integration, which automatically creates or updates your contacts as soon as a new WooCommerce order is created.
Keep track of leads
You can much more successfully track and target leads if you have all your customer information in one place. But while WooCommerce is a great place to store customer purchase information, an eCommerce platform isn't a great lead-tracking app.
Set up a workflow to bring all the valuable customer data you gather in WooCommerce—like contact info and purchase details—directly into your lead-tracking tool. These Zaps will also help you ensure your customer information is always up-to-date as customers return to your online store.
Save new WooCommerce clients to HubSpot contacts
WooCommerce + HubSpot
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Keep track of all your WooCommerce customers in HubSpot automatically with this Zapier integration. Whenever someone places an order on your WooCommerce site, Zapier will copy their contact info and add them to HubSpot. Or, if they're already a contact in your account, Zapier can update their contact entry with info about their purchase. It's a great way to keep all your customer info together.
Create contacts and opportunities in Salesforce from new WooCommerce sales
WooCommerce + Salesforce
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Convert your WooCommerce payments into Salesforce customers and opportunities automatically! Every time a new WooCommerce order comes through, this integration will grab your customer and payment information and create a new contact and opportunity in your Salesforce account. No more copy, no more paste—just the information you need, where you need it most.
Create LeadConnector contacts from new WooCommerce orders
WooCommerce + LeadConnector
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Effortlessly manage your customer data with this WooCommerce and LeadConnector workflow. When a new order is placed in WooCommerce, this automation will simultaneously add or update the contact in LeadConnector. Save time and keep your customer information up-to-date, so you can focus on growing your business.
Create Pipedrive deals from new WooCommerce orders
WooCommerce + Pipedrive
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Effortlessly manage your sales pipeline by using this seamless workflow between WooCommerce and Pipedrive. When a new order is placed in WooCommerce, a deal will be created in Pipedrive, keeping your sales process organized and up-to-date. Save time and focus on growing your business while this automation takes care of keeping your deals in sync with your orders.
Use webhooks with WooCommerce
Once you've gotten comfortable automating your eCommerce store, you may start discovering new opportunities for automation to make your life easier. If you want to connect WooCommerce to an app that doesn't yet have a Zapier integration or customize your workflow a bit more, webhooks might be a good next step.
Here's a Zap to get you started:
Create custom requests in Webhooks by Zapier for new WooCommerce orders
WooCommerce + Webhooks by Zapier
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Streamline your WooCommerce order process with this efficient workflow. When a new order is placed within WooCommerce, a custom webhook request will be triggered, ensuring all relevant information is instantly sent to your specified destination. Save time and improve data accuracy with this seamless automation.
Create sales receipts and invoices
Too busy running your store to handle the administrative side of things? Even if you're strapped for resources or focused on shipping deliveries, you shouldn't let accounting fall by the wayside.
By throwing automation into the mix, you can make sure you're generating invoices for tax purposes and sales receipts for your customers—automatically.
Anytime a new order is processed in WooCommerce, Zapier will automatically create a Xero invoice or a QuickBooks sales receipt on the go.
Create Xero invoices for new WooCommerce orders
WooCommerce + Xero
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If you manage your online store with WooCommerce and your books with Xero, this integration is here to make the two systems work in harmony. Each time you make a sale with WooCommerce, an invoice will be automatically generated for you in Xero.
Create QuickBooks Online sales receipts for new WooCommerce orders
WooCommerce + QuickBooks Online
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Small business owners are constantly battling to keep up with bookkeeping. This Zapier integration automates the process of sending your WooCommerce orders to Quickbooks Online and generating a receipt. It is just the tool to update your records and to tie your bookkeeping together.
Create invoices in Zoho Books from new WooCommerce orders
WooCommerce + Zoho Books
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If you're focused on running your store, administrative tasks like accounting take up valuable time. Get a little help through Zapier automation. This workflow will trigger with every new order you receive on WooCommerce, automatically creating an invoice on Zoho Books from the details so your paperwork can move as fast as your business.
Update customer profiles with new information
The more information you capture about your customers, the better you can deliver personalized experiences.
Let's say a customer reaches out to ask about a new product. Or they fill out a form to update their address for a new order. By capturing those details and engagements in their customer profiles in WooCommerce, you'll be better served to keep your customers satisfied and nurtured.
Whenever a new engagement is logged in your CRM or reaches out to you via Typeform, these Zaps will find their profile in WooCommerce and update their profiles with the relevant information—automatically.
Update customer information in WooCommerce from Typeform
Typeform + WooCommerce
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Keep your WooCommerce customer information up-to-date effortlessly with this Zap. When a new entry is submitted in Typeform, this Zap will find the corresponding customer in WooCommerce and update their details accordingly. This integration ensures your customer records are always accurate, improving customer service and data consistency.
Update WooCommerce customers with new Intercom information
Intercom + WooCommerce
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Keep your customer data consistent and up-to-date across platforms. When a tag is added to a user in Intercom, this Zap finds the corresponding customer in WooCommerce and updates their information. This ensures that your WooCommerce customer profiles reflect the latest interactions and categorizations from Intercom, enhancing personalized customer service and marketing efforts.
Update WooCommerce customers when new engagements happen in HubSpot
HubSpot + WooCommerce
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Ensure your customer data remains consistent and up-to-date across platforms. When a new engagement is created in HubSpot, this Zap finds the corresponding customer in WooCommerce and updates their information. This helps maintain accurate customer records, enhancing personalized interactions and improving overall customer management.
Create a better customer experience with automation
The more you can get your eCommerce operations running like a well-oiled machine, the more seamless your customer experience will be. With less time spent wrangling orders and copying data from WooCommerce to your other apps, you have more time to focus on what really matters—providing a top-notch online shopping experience for each and every customer.
And this is just the start of what you can do with WooCommerce and Zapier. What will you automate first?
This article was originally published in September 2020 by Krystina Martinez, with previous contributions by Wren Noble. It was most recently updated in June 2024 by Elena Alston.
