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).

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

  • Magento 2.X triggers, actions, and search

    New Sales Order Credit Memo

    Triggers when a new sales order creditmemo is created.

    Trigger
    Polling
    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
    Polling
    Try It
    • Order IDRequired

    • Order Comment

    • Should Customer be Notified?

    • Should Comment be Visible on front?

    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.

Related categories

  • eCommerce
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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