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How Zapier works
Zapier makes it easy to integrate Magento with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Customer" from Magento.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Magento and Salesforce, automating your workflow.
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Frequently Asked Questions about Magento + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Magento and Salesforce
How do I start integrating Magento with Salesforce?
To begin integrating Magento with Salesforce, you'll need to have accounts on both platforms. You'll first set up a connection through our platform by creating a zap that specifies triggers in Magento and corresponding actions in Salesforce.
What types of data can be synced between Magento and Salesforce?
You can sync various types of data such as customer details, order information, product listings, and inventory counts. Setup triggers like 'New Order' in Magento to initiate actions like 'Create Record' in Salesforce.
Can I update existing Salesforce records from changes made in Magento?
Yes, you can update existing records. Set up a trigger for updates in Magento such as 'Update Customer' that prompts an action like 'Update Record' in Salesforce.
Is it possible to create new Salesforce leads from new customers registered on Magento?
Absolutely. You can configure a zap with the trigger 'New Customer' from Magento and the action 'Create Lead' in Salesforce.
How do we handle order status changes between the two systems?
To manage order status changes, set a trigger for 'Order Status Updated' in Magento which could then perform an action like updating the corresponding opportunity stage or record status within Salesforce.
What happens if a zap fails during syncing?
If a zap fails, you'll receive notifications with details of the error so you can troubleshoot immediately. Our platform also logs these errors to help diagnose commonly occurring issues.
Can I track inventory levels from Magento in Salesforce? If so, how?
Yes, you can track inventory. Configure triggers for stock level changes or specific thresholds met within Magento, prompting updates or alerts sent into your Salesforce system.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Customer
Triggers when Magento gets a new customer.
Try ItTriggerPolling - New Order
Triggers when Magento gets a new order.
Try ItTriggerPolling - EmailRequired
- First Name
- Last Name
- Password
- Website IDRequired
- Store ViewRequired
- Group ID
- Prefix
- Suffix
- Date Of Birth
- Tax or VAT number
- Gender
- Middle Name
ActionWrite- Order Increment IDRequired
- Order comment
- EmailRequired
- Optionally, include comments in email
- Order Item IDRequired
- Quantity
ActionWrite
- New Order
Triggers when Magento gets a new order (with line item support).
Try ItTriggerPolling - New Sales Order Credit Memo
Triggers when Magento gets a new sales order credit memo.
Try ItTriggerPolling - Order Increment IDRequired
- StatusRequired
- Order comment
- Notification Flag
ActionWrite- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling