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Ever feel like you’re juggling customer info between different platforms? - such as between WooCommerce and your CRM system, Salesforce? Manually entering the data or dealing with CSV imports can be stressful and risky of making mistakes.
✨ Imagine if:
Sounds good? Let’s learn how Yoom can make this happen with no coding!
Yoom is a next-generation no-code automation tool that lets you connect and automate tasks between your favorite apps. Yoom makes automation accessible to everyone.
No need to go through a complex setup and IT jargon, Yoom keeps things simple and visual.
You can build your automation workflows with just a few clicks, saving hours of time and stress from repetitive work.
👉 Sign Up for Yoom Here – Quick and Easy in Just 30 Seconds!
In this guide, you’ll learn the step-by-step process of how to use Yoom to automatically sync customer details in WeCommerce with CRM like Salesforce.
Yoom offers a ready-made template for easy setup in connecting WooCommerce with your CRM. Click the “Try it” button to get started now!
We’ll also walk you through the step-by-step process of creating this automation flow later in this article.
[[]]Managing customer data across multiple platforms can be frustrating when new customer data needs to be manually entered to your CRM. Connecting WooCommerce with your CRM via Yoom can solve this issue by automating this process, ensuring your data is always up-to-date in real time. Whether you use Salesforce, HubSpot, or any other CRM, these integrations can help you eliminate manual work and streamline your process.
Just click the “Try it” button to use the ready-made templates. Setup takes just a few minutes :)
Automatically add customer details to your CRM system as a lead or contract when a new customer or lead is created in WooCommerce.Recommended for those who want to streamline sales processes and reduce manual data entry errors.
[[]] [[]] [[]] [[]]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
If you don’t have a Yoom account yet, register now from this registration form!
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".
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".
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.
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.
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:
Map the fields you want to sync.
For example,
This will pull “Last Name” data from WooCommerce and register to Salesforce.
Run a test. If successful, save your settings.
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 :)
Yoom offers a variety of WooCommerce automations that go beyond just CRM systems. Here are some ready-made automation flows you can try out.
[[]]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. Plus, Yoom offers many ready-made automation templates connecting with your favorite apps and tools. Make your free account and see for yourself! Register in less than 30 seconds!
Ready to simplify your workflow? Sign up for Yoom and try it today!
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