【No Code Required】 How to Integrate WooCommerce with CRM and Automatically Sync Information

Let's Create a Flow to Automatically Add Customers to Salesforce When They Are Created in WooCommerce!

Here, as an example, we will briefly introduce how to create a flow that automatically adds new customer information created in WooCommerce as a lead in Salesforce.

With this automation, you can free yourself from manual data migration tasks and achieve efficient customer management!
If you do not have a Yoom account yet, please create one using this registration form.

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How to Create the Flow

We will create it through the following major processes.

• Integrate WooCommerce and Salesforce with My Apps
• Copy the template
• Set up WooCommerce triggers and Salesforce actions
• Turn on the flow and test if it works

Step 1: Integration of My App with WooCommerce and Salesforce

1. How to Register WooCommerce

Click the "+ Add" button from the My App screen.
When the search window appears, search for WooCommerce.

When the following screen appears, check the annotations and enter the account name, Consumer Key, and Consumer Secret.
Once you have completed the entry, click "Add".

This completes the integration of WooCommerce with My App!

2. How to Register Salesforce

Similarly, click the "+ New Connection" button and search for Salesforce.

Enter your username and password to log in to Salesforce.
※Note: If you are already integrated with other services, the API integration with Yoom may not function properly. Please be careful.

 On the access confirmation screen, click "Allow".

This completes the integration of Salesforce with My App!

Step 2: Copy the Template

Now, let's create the flow!
From here, we will explain using Yoom's template, so first click the banner below and press the "Try this template" button on the destination screen.

The following confirmation screen will be displayed, so let's click "OK."

Step 3: Setting the Trigger to Activate When a Customer is Created in WooCommerce

First, click on the item "When a customer is created" to set it up.

The next screen will be displayed with default settings. After confirming the account information linked with WooCommerce, proceed to the next page.

Manually set the TOP page URL by referring to the annotation outside the frame. Once entered, click the "Test" button to verify the connection. If the test is successful, proceed to the next page!

Before making the next settings, please create a customer in WooCommerce for testing purposes.

(The customer information you create can be set arbitrarily!)

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Once the customer creation is complete, return to the previous Yoom screen. When you run the test, the created customer information will be displayed as output. The output obtained here will be used later when linking with Notion, so check the data and save the settings!

Step 4: Adding a Record to Salesforce

Next, click on the Salesforce icon's "Add a record" to set it up.

The next page is also set by default. If there is no error in the account information linked with Salesforce, click "Next" as it is.

We will set up to automatically register customer information created in WooCommerce.

Set the "My Domain URL" and "Object API Reference Name" of the Salesforce you are using by referring to the annotation outside the frame.

Set the values of the records to be added. Try setting the items you want to automatically retrieve as shown in the image below!

For example, if you set "Last Name" as shown in the image below, when a new customer is created in WooCommerce, the "Last Name" will be automatically retrieved and registered in the specified table in Salesforce.

Similarly, set other items you want to automatically retrieve!

Once the settings are complete, execute the test. If the test is successful, save it, and the action settings are complete!

5: Turn ON the Trigger

Once all settings are complete, turn the switch at the top of the flow editing screen to "ON" to enable automation. Finally, try creating a test customer in WooCommerce and check if a lead is automatically created in Salesforce!

This completes the flow of "Adding to Salesforce when a customer is created in WooCommerce."

Examples of Other Automation Templates Using WooCommerce

Automation that can be integrated with WooCommerce is not limited to CRM integration!
At Yoom, we offer templates that enable various operational efficiencies starting with WooCommerce.

Summary

In this article, we introduced how to connect WooCommerce with a CRM to automatically register customer information.

Manually entering information into a CRM is not only time-consuming but also prone to errors and delays. The more orders a store has, the greater the burden of this task becomes.

This is where no-code automation tools like Yoom come in handy. Even without specialized knowledge, you can easily integrate with major CRMs like Salesforce and HubSpot.
By using templates, you can start automation with minimal steps and smoothly synchronize WooCommerce customer information. This speeds up sales responses, ultimately benefiting customer satisfaction and sales.

The templates introduced here are ready to use. Why not try one and make your daily operations easier?

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