You are a Magento 2 store owner and you are looking for how to integrate Salesforce with Magento 2 store, this today’s article is for you. So the question is what Salesforce is?
Salesforce is not only a customer relationship management system, but also a powerful tool that has data related to customers, markets, products or anything else that makes sense. Integrating Salesforce for Store Magento 2, it helps you manage all aspects such as the relationship with customers, marketing, advertising so that you can connect your data easily as well as run your business effectively.
Besides that, Salesforce is a customizable platform. Even if you are not a developer, you can also use this platform easily by dragging and dropping.
Now, we will have a quick learn over how to integrate Salesforce with Magento 2!
After logging into Zapier, choose
Make a Zap to start integrating
choose a Trigger Appthat you want to integrate with your Magento 2 store.
select Magento 2.x Triggerin the drop-down list such as new customer, then
save + continue
select Magento 2.x Account. You need to enter full domain, admin username and admin password of your Magento 2.x store as an image below:
Save + Continue:
Choose an Action Appfield, select
create contactand click on
select Salesforce accountby the way: Click on
Connect an Accountand follow the guide.
Continue, you set up template in this step. Please
Set up salesforce contact, you need to enter all information that includes in that, then, choose
Now, you have tested
Salesforce sucessful. Finally, choose
Finish and set the
name your zap to complete.
It comes to the end of tutorial: How to integrate Salesforce with Magento 2.
Want to apply these above Invoice templates for your store?