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How to integrate Salesforce with Magento 2

salesforce,
Magento
2
How to integrate Salesforce with Magento 2

Table of contents

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

Start integrate Salesforce CRM on Magento 2

Step 3: Integrate Magento 2.x

  • In this set up step, choose a Trigger App that you want to integrate with your Magento 2 store.

integrate with your Magento 2 store

  • After that, select Magento 2.x Trigger in the drop-down list such as new customer, then save + continue

Integrate  Magento 2.x

  • 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:

Integrate  Magento 2.x account

  • After creating your Magento 2.x account, the screen will display as the following image, and please choose Save + Continue:

Integrate  Magento 2.x successfully

  • Ok, test Magento 2.x successfully. Please continue doing the next step.

Step 4: Integrate Salesforce CRM

  • In Choose an Action Appfield, select Salesforce

Integrate Salesforce CRM

  • Then, select Salesforce action as create contact and click on Continue:

Integrate Magento 2 Salesforce CRM platform

  • Next, you need to select Salesforce account by the way: Click on Connect an Account and follow the guide.

Integrate Salesforce CRM with Magento 2

  • 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 Continue box.

  • Now, you have tested Salesforce sucessful. Finally, choose Finish and set the name your zap to complete.

Integrate Salesforce CRM complete

  • Your Zap is working and it will auto-check for your Magento 2.x new customer.

Integrate Salesforce CRM auto-check for your Magento 2.x

  • After all, here is the file that you have just established.

It comes to the end of tutorial: How to integrate Salesforce with Magento 2.

Please leave comments if you have any questions, feedbacks.

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