If you are the owner or a manager of a Magento 2 store and you're seeking for information on how to integrate Salesforce CRM with your store, then this post is for you. By integrating Salesforce CRM for Store Magento 2, you can effortlessly link your data and run your business while managing all areas of your customer relationships, marketing, and advertising.
Without further ado, let's get into it.
Step 1: Sign up for Zapier and Salesforce
Just go Zapier website and make an account there. Then do the same on Salesforce website.
You basically need a connector between your Salesforce and Magento account. For the purposes of this tutorial, we'll be using Zapier, but you are welcomed to look for other alternatives as well.
Step 2: Go to Zapier to Make an Integration
After logging into Zapier, choose
Make a Zap to start the integration process
Don't forget to check out: How to Integrate Salesforce with External Systems
Step 3: Integrate Magento with Zapier
- Click on the
choose a Trigger Appthat you want to integrate. To integrate Magento, you would need to have a premium account. Choose Magento from a list of possible options.
- After that,
select Magento 2.x Triggerin the drop-down list such as new customer, then
save + continue
- Then, choose
select Magento 2.x Account. Here you'll need to enter your domain, admin username and admin password
- If everything is done correctly, you won't get any error messages and you'll see a saved integration. Click
Save + Continue
Step 4: Integrate Salesforce CRM
Choose an Action Appfield, select Salesforce (note that this is also a premium option).
- Then, select Salesforce action as
create contactand click on
- Next, you need to
select Salesforce account. Click on
Connect an Accountand follow the guide
- Next, we need to set up a template. Choose
Set up salesforce contact, where you'll need to enter your information. After that click Test and if everything is alright and press Save
- Finally, choose
Finishand set the
name your zapto complete
- Your Zap is working and it will auto-check for your Magento 2.x new customer
Check out an amazing Salesforce video tutorial here: Best Practices in Testing | Salesforce Developer Guide
Congrats! Your integration is complete. If you have any questions regarding the process or need help with Magento integration, we are here to help!
Salesforce is truly a great tool, and it's worth integrating it with your store to get the complete functionality and data.