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5 ways to automate your WooCommerce store

Automation inspiration

3 min read

5 ways to automate your WooCommerce store

Automatically update spreadsheets, connect your shop to your CRM, get custom notifications

By Krystina Martinez · September 26, 2020
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Though eCommerce apps like WooCommerce make it easy to open your own shop, it's still a lot of work to manage orders and keep business running smoothly.

You need to get your products in front of customers, keep track of sales, ship orders (if you're selling physical goods), and of course, keep up with your financial records. And if you're a micro-business, you're probably doing your own marketing as well.

Before you break out into a nervous sweat, there's a way to automate some of these tasks. You're likely using a bunch of different apps to manage your WooCommerce storefront, but that's where Zapier can help. We connect your web apps to automate routine tasks through our automatic workflows, which we call Zaps.

Whether you're having trouble with record-keeping, promoting your store on social media, or just managing orders, we likely have a way to automate it.

This article includes Zap templates—pre-made workflows to help you get started—just click on one, and we'll guide you through the set-up process. You can read more about setting up Zaps here.

Note: Many users who automate WooCommerce with Zapier use a Filter step or Paths to customize their workflow. Filter steps let you define which types of orders will cause your workflow to run to completion, while Paths let you define more than one outcome based on the orders placed. Both are available to users on a paid Zapier plan. Learn more about how to get different outcomes from the same Zap.

Automate your record-keeping

The WooCommerce dashboard enables you to see your top-selling products, recent reviews, order and stock statuses, and more. It's incredibly useful to have this top-level view of your store performance, but business owners still rely on spreadsheets for more granular record-keeping and analysis.

Instead of manually exporting a CSV or XML file, you can automatically build your spreadsheet with every new order. These Zaps will create a new row in your favorite spreadsheet app— whether it's Google Sheets, Airtable, or Microsoft Excel—with every customer order in WooCommerce.

Keep your CRM updated

It's a beast to keep your Customer Relationship Management (CRM) software up-to-date on a good day. If sales in your WooCommerce shop are popping, you'll want to capture those customers in your CRM so you can track your most loyal customers and identify to whom you can market future products.

Use an automatic workflow to add or update contacts to your CRM whenever there's a new order. If you offer a subscription-based product, you can also tweak these Zaps to trigger for new subscriptions in WooCommerce.

Note: Zoho CRM and Salesforce are premium apps on Zapier, and require a paid plan to use in Zaps.

Stay on top of order fulfillment

Whether you're running your store solo or you have a team to help, the last thing you want is an order to go unfulfilled. Set up a Zap to ensure you or your team are alerted for new orders.

If you're getting too many alerts at a time, you can also add a Digest step—available on our paid plans—so you can receive a summary of orders in one message.

Of course, once an order's been placed, you still have to pack and ship the product. Stay organized by using an automatic workflow to push new WooCommerce orders to your favorite task manager or project management app. You can ensure that you and your team follow every step of your fulfillment process.

Manage your finances

Any business owner knows how critical it is to keep the books accurate and updated. An accounting error can make or break your bottom line at the end of the day.

The first step you can take to reduce these kinds of errors is to keep an accurate paper trail, but it can be a tedious and error-prone process if you're doing it manually. Automate your record-keeping with a Zap that pushes new orders to QuickBooks Online, Xero, or other accounting software.

Note: Some accounting software integrations native to WooCommerce, as well as Zapier, require payment. Check out the accounting apps we work with and learn more about our premium apps here. Also, check out WooCommerce's native integrations to find the right option for you.

Market your products on social media

Most people these days discover new brands and products from social media. You don't have to have a huge marketing budget to promote on social media, but it takes time and energy to do it well—time you might not have.

Try these automatic workflows to add new products from your WooCommerce store to your favorite social media site.

Keep your online store running smoothly

This is just the start of all that you can do with WooCommerce and Zapier. Zapier supports thousands of apps, so you can automate almost any task at work. Start building your Zap now and see what you can create.

New to Zapier? It's a tool that helps anyone connect apps and automate workflows—without writing any code. Sign up for free to use WooCommerce with Zapier.

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Krystina Martinez picture

Krystina Martinez

Krystina Martinez is a writer on Zapier's content marketing team, based in Dallas, Texas. When she's not working, you can find her sewing, exercising, or watching anime and gymnastics.

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