Salesforce Essentials + WooCommerce

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

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Supported triggers and actions

What does this mean?

- Trigger RuleRequired
Trigger
Instant
Try It
- Trigger RuleRequired
Trigger
Instant
Try It
- Trigger RuleRequired
Trigger
Instant
Try It
- Trigger RuleRequired
Trigger
Instant
Try It
- Trigger RuleRequired
Trigger
Instant
Try It

- Trigger RuleRequired
Trigger
Instant
Try It
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 ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- LeadRequired
Action
Write
- Salesforce ObjectRequired
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
Action
Search or write

- Trigger RuleRequired
Trigger
Instant
Try It
- Trigger RuleRequired
Trigger
Instant
Try It
- Trigger RuleRequired
Trigger
Instant
Try It
- Trigger RuleRequired
Trigger
Instant
Try It
- Trigger RuleRequired
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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- 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
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- WHERE ClauseRequired
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 more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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 more

PRODUCTS

CAPABILITIES

By team

Salesforce Essentials + WooCommerce

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

Booking

Customer

Trigger RuleRequired

Order

Trigger RuleRequired

Order Note

Trigger RuleRequired

Subscription

Trigger RuleRequired

User Membership

Trigger RuleRequired

Update Coupon

Update Customer

Create Order Note

Create Product

Update Product Stock Quantity

Create Subscription

Update Subscription

Update User Membership

Find Coupon

Find Membership Plan

Find Order

Find Subscription Note

Find User Membership

Find or Create Customer

Find or Create Order

Find or Create Subscription Note

Find or Create User Membership

New Record

Salesforce ObjectRequired

Updated Record

Salesforce ObjectRequired

Add Lead to Campaign

CampaignRequired

LeadRequired

Create Record

Salesforce ObjectRequired

Find Record

Salesforce ObjectRequired

Search ValueRequired

Find or Create Record

Salesforce ObjectRequired

Search ValueRequired

Coupon

Trigger RuleRequired

Membership Plan

Trigger RuleRequired

Line Item in an Order

Trigger RuleRequired

Product

Trigger RuleRequired

Subscription Note

Trigger RuleRequired

Create Coupon

Create Customer

Create Order

Update Order

Update Product Price

Update Product

Create Subscription Note

Create User Membership

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Customer

Find Order Note

Find Product

Find Subscription

Find or Create Coupon

Find or Create Order Note