Loading

Magento 2.X + Salesforce

Create Salesforce leads from new Magento 2.X orders

Effortlessly streamline your sales process with this Magento 2.X and Salesforce integration. When a new order is placed in Magento 2.X, a lead will be created in Salesforce, saving you time and ensuring you never miss an opportunity to follow up with your customers. Keep your sales team informed and boost your business efficiency with this easy-to-use workflow.

Effortlessly streamline your sales process with this Magento 2.X and Salesforce integration. When a new order is placed in Magento 2.X, a lead will be created in Salesforce, saving you time and ensuring you never miss an opportunity to follow up with your customers. Keep your sales team informed and boost your business efficiency with this easy-to-use workflow.

  1. When this happens...
    Magento 2.XMagento 2.X
    New Order

    Triggers when a new order is created (with line item support).

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Magento 2.X triggers, actions, and search

    New Product

    Triggers when a new product is created.

    Trigger
    Scheduled
    Try It
  • Magento 2.X triggers, actions, and search

    New Sales Order Invoice

    Triggers when a new sales order invoice is created (with line item support).

    Trigger
    Scheduled
    Try It
    • Parent CategoryRequired

    • NameRequired

    • Category Visibility

    • Would you like to include it in main menu?

    Action
    Write
  • Magento 2.X triggers, actions, and search

    New Sales Order Credit Memo

    Triggers when a new sales order creditmemo is created.

    Trigger
    Scheduled
    Try It
  • Magento 2.X triggers, actions, and search

    New Sales Order Shipment

    Triggers when a new sales order is created (with line item support).

    Trigger
    Scheduled
    Try It
    • NameRequired

    • TypeRequired

    • Parent Category

    • Attribute SetRequired

    • PriceRequired

    • SKURequired

    • Status

    • Visibility

    • Product Weight

    Action
    Write
magento-v2 logo
magento-v2 logo

About Magento 2.X

Magento 2.X is the premier open source e-commerce app used by millions of customers each and every day.
Help

Related categories

  • eCommerce
salesforce logo

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier