Salesforce Essentials + WooCommerce

Salesforce Essentials + WooCommerce integrations

Search for or create contacts and create new opportunities in Salesforce Essentials with new sales in WooCommerce

This integration lets you prep your follow-up workflows without needing any added clicks or keystrokes. As soon as a new WooCommerce sales is generated, it automatically searches for a contact in your Salesforce Essentials account, or creates a new contact, then generates a new Salesforce Essentials opportunity.

When this happens...
OrderTriggers when any Order is created, updated, deleted, etc.
TriggerInstant
automatically do this...
Find RecordFinds a record of a specified Salesforce object by a field and value you choose.
ActionSearch
then do this!
Create RecordCreates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
ActionWrite

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More things you can do with WooCommerce and Salesforce Essentials

Discover other triggers and actions you can use with WooCommerce and Salesforce Essentials

- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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Update Coupon
Updates an existing Coupon.
Action
Write

Update Customer
Updates an existing Customer.
Action
Write
Create Order Note
Creates a new Order Note.
Action
Write
Create Product
Creates a new Product or Variation.
Action
Write
Update Product Stock Quantity
Manage the stock quantity and stock status of an existing Product or Variation by SKU or ID.
Action
Write
Create Subscription
Creates a new Subscription.
Action
Write
Update Subscription
Updates an existing Subscription.
Action
Write
Update User Membership
Updates an existing User Membership.
Action
Write
Find Coupon
Finds a Coupon by searching.
Action
Search
Find Membership Plan
Finds a Membership Plan by searching.
Action
Search
Find Order
Finds an Order by searching.
Action
Search
Find Subscription Note
Finds a Subscription Note by searching.
Action
Search
Find User Membership
Finds a User Membership by searching.
Action
Search
Find or Create Customer
Finds a Customer by searching.
Action
Search or write
Find or Create Order
Finds an Order by searching.
Action
Search or write
Find or Create Subscription Note
Finds a Subscription Note by searching.
Action
Search or write
Find or Create User Membership
Finds a User Membership by searching.
Action
Search or write
- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Lead
  Required
Action
Write
- Salesforce Object
  Required
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
Action
Search or write

- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
Try It
Create Coupon
Creates a new Coupon.
Action
Write
Create Customer
Creates a new Customer.
Action
Write
Create Order
Creates a new Order.
Action
Write
Update Order
Updates an existing Order.
Action
Write
Update Product Price
Manage the regular price or sale price of an existing Product or Variation by SKU or ID.
Action
Write
Update Product
Updates an existing Product or Variation.
Action
Write
Create Subscription Note
Creates a new Subscription Note.
Action
Write
Create User Membership
Creates a new User Membership.
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find Customer
Finds a Customer by searching.
Action
Search
Find Order Note
Finds an Order Note by searching.
Action
Search
Find Product
Finds a Product or Variation by searching.
Action
Search
Find Subscription
Finds a Subscription by searching.
Action
Search
Find or Create Coupon
Finds a Coupon by searching.
Action
Search or write
Find or Create Order Note
Finds an Order Note by searching.
Action
Search or write
Find or Create Product
Finds a Product or Variation by searching.
Action
Search or write
Find or Create Subscription
Finds a Subscription by searching.
Action
Search or write
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About WooCommerce

WooCommerce is the eCommerce platform for WordPress. This connection requires a paid extension.

Learn moreLearn moreHelpHelp

Related categories

eCommerce

WordPress

Related Zap Templates

Add leads to Salesforce Essentials from new WooCommerce orders

Related Zap Templates

Add leads to Salesforce Essentials from new WooCommerce orders