Magento 2.X + Salesforce

Create Salesforce records for new Magento 2.X orders

Streamline your ecommerce and CRM workflows. With this automation, when a new order takes place in your Magento 2.X, a corresponding record is swiftly created in Salesforce. It's an efficient way to update your CRM system, ensuring customer orders are accurately tracked and managed in Salesforce, improving your sales process and customer relationships.

Streamline your ecommerce and CRM workflows. With this automation, when a new order takes place in your Magento 2.X, a corresponding record is swiftly created in Salesforce. It's an efficient way to update your CRM system, ensuring customer orders are accurately tracked and managed in Salesforce, improving your sales process and customer relationships.

  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 Record

    Creates a new record of a specified Salesforce object.

    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
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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
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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