How to Connect WooCommerce with CRM: Automatically Sync Customer Data

🚀 Let's Create a Flowbot to Add Customer Data from WooCommerce to Salesforce

Let’s walk through how to automatically add new customer data created in WooCommerce as a lead in Salesforce.

⏱️ Setup time: 5 minutes

🔧 What You’ll Need

• A free Yoom account
• Access to WooCommerce & Salesforce

If you don’t have a Yoom account yet, register now from this registration form!

Setup Overview

• Connect WooCommerce & Salesforce with Yoom
• Copy the template
• Set up WooCommerce triggers and Salesforce actions
• Activate the Flowbot

Step 1: Register WooCommerce & Salesforce in My Apps

1. Add  WooCommerce

Go to My Apps in Yoom and click the "+ Add" button. Select WooCommerce.

When the following screen appears, enter your account name, Consumer Key, and Consumer Secret as shown in the annotations.
Click "Add".

2. Add  Salesforce

Similarly, click the "+ Add " button and select Salesforce.
Enter your Salesforce username and password to log in.

⚠️ Note:
If Salesforce is already connected with other services, Yoom’s API connection may not work properly.

 On the permission screen, click "Allow".

Step 2: Copy the Template

Click the "Try it" button to copy the pre-built Flowbot into your project.

Yoom copies this template to your “My Project”.
Click "OK" and give it a name so it’s easy to recognize. 

Step 3: Set Up  WooCommerce Trigger

‍‍In the copied flow, click the app trigger step labeled "When a customer is created".

Give your trigger a title (anything you like).
Select your WooCommerce account, and check the default settings. If there are no issues click “Next”. 

Manually enter the TOP page URL as indicated by the annotation outside the frame. 
Click the "Test" button to verify the connection. If the test is successful, proceed to the next page.

Create a test customer in WooCommerce. (You can enter any customer info).
Return to Yoom, and run the test. The created customer info should appear as retrieved value. You’ll use these data in the following steps to map fields to Salesforce, so check the details are correct!

📚 Reference:
‍For more details on retrieved values and how to set it up, see the guide here.

Step 4: ConfigureSalesforce Action

Open Salesforce’s action step, "Add a record".

Give your action a title (anything you like).
Select your Salesforce account, and check the default settings. If there are no issues click “Next”.

Set up to automatically register customer info from WooCommerce → Salesforce:

• My Domain URL
• Object API Reference Name 

Map the fields you want to sync. 

For example, 

• Last Name (WooCommerce) → Last Name (Salesforce) 

This will pull “Last Name” data from WooCommerce and register to Salesforce.

‍

Run a test. If successful, save your settings. 

5: Activate the Flowbot 

Toggle the "Trigger ON" button to activate your flow.
Try adding a test customer data in WooCommerce and check if a lead is created in Salesforce. 

That’s it! 🎉
Your WooCommerce is now automatically synching with Salesforce :)

💡 More WooCommerce Automation Ideas 

Yoom offers a variety of WooCommerce automations that go beyond just CRM systems. Here are some ready-made automation flows you can try out.

📖 Summary

Now you know how to connect WooCommerce with your CRM to automatically register customer information. Manually entering customer data is not only time-consuming but also prone to errors. This is where no-code automation tools like Yoom can make a difference. By integrating WooCommerce with CRM systems, you can automate tasks like lead creation, task management, and sales follow-ups. You don’t need any specialized technical skills - Yoom lets you integrate with major CRMs like Salesforce and HubSpot, keeping customer details perfectly synced. <span class="mark-yellow">Plus, Yoom offers many ready-made automation templates connecting with your favorite apps and tools.</span> Make your free account and see for yourself! Register in less than 30 seconds!

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