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How to integrate Salesforce with Magento 2

How to integrate Salesforce with Magento 2

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!

How to integrate Salesforce on Magento 2

To integrate Salesforce

  • Step 1: Sign up the Zapier account
  • Step 2: Sign up the Salesforce account
  • Step 3: Integrate Magento 2.x
  • Step 4: Integrate salesforce into this step to get all information from your Magento 2.x store.

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 App that you want to 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


  • 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

  • In Choose an Action Appfield, select Salesforce


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


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

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

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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