How to integrate Salesforce with Magento 2
Table of contents
- 4 Steps to integrate Salesforce CRM on Magento 2
You are a Magento 2 store owner and you are looking for how to integrate Salesforce CRM with Magento 2 store, this today’s article is for you. So the question is what Salesforce is?
Magento 2 Salesforce CRM 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 CRM 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 CRM 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!
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4 Steps to integrate Salesforce CRM on Magento 2
Step 1: Sign up the Zapier account
Step 2: Sign up the salesforce account
After logging into Zapier, choose
Make a Zap to start integrating
Step 3: Integrate Magento 2.x
- In this set up step,
choose a Trigger Appthat you want to integrate with your Magento 2 store.
- After that,
select Magento 2.x Triggerin the drop-down list such as new customer, then
save + continue
- Then, connect an account to
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:
- After creating your Magento 2.x account, the screen will display as the following image, and please choose
Save + Continue:
- Ok, test Magento 2.x successfully. Please continue doing the next step.
Step 4: Integrate Salesforce CRM
Choose an Action Appfield, select
- Then, select Salesforce action as
create contactand click on
- Next, you need to
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
Salesforcesucessful. 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.
- After all, here is the file that you have just established.
You can also read the top use cases here
VanessaVanessa is content marketing at Mageplaza. Vanessa is a content marketing creator at Mageplaza. As an ordinary customer, already had a special interest in online shopping, and up to now, has spent more than two years discovering online distribution channels as well as E-commerce platforms.
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