Salesforce + WooCommerce
Create Salesforce leads for new WooCommerce line items in orders
Easily streamline your sales process with this workflow between WooCommerce and Salesforce. Whenever a new line item is added to an order in WooCommerce, this automation will create a lead in a Salesforce campaign. Grow your sales pipeline without manual data entry, and keep your teams in sync with up-to-date lead information.
Easily streamline your sales process with this workflow between WooCommerce and Salesforce. Whenever a new line item is added to an order in WooCommerce, this automation will create a lead in a Salesforce campaign. Grow your sales pipeline without manual data entry, and keep your teams in sync with up-to-date lead information.
- When this happens...
Line Item in an OrderTriggers when any Order is created, updated, deleted, etc. Creates a separate task for each line item in an Order.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Add Lead to CampaignAdds an existing lead to an existing campaign.
ActionWriteCreate a new record or update an existing record in your app.
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Update Coupon
Updates an existing Coupon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Customer
Updates an existing Customer.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Order Note
Creates a new Order Note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a new Product or Variation.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product Stock Quantity
Manage the stock quantity and stock status of an existing Product or Variation by SKU or ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Subscription
Creates a new Subscription.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Subscription
Updates an existing Subscription.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update User Membership
Updates an existing User Membership.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Coupon
Finds a Coupon by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Membership Plan
Finds a Membership Plan by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Order
Finds an Order by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Subscription Note
Finds a Subscription Note by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind User Membership
Finds a User Membership by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create Customer
Finds a Customer by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Order
Finds an Order by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Subscription Note
Finds a Subscription Note by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create User Membership
Finds a User Membership by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record to LinkRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Warning
Opportunity
Create New Opportunity
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Note
Salesforce ObjectRequired
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
Order By
Order Direction
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
Order By
Order Direction
Limit
Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Create Coupon
Creates a new Coupon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Customer
Creates a new Customer.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Order
Creates a new Order.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Order
Updates an existing Order.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product Price
Manage the regular price or sale price of an existing Product or Variation by SKU or ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Updates an existing Product or Variation.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Subscription Note
Creates a new Subscription Note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create User Membership
Creates a new User Membership.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Customer
Finds a Customer by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Order Note
Finds an Order Note by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product
Finds a Product or Variation by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Subscription
Finds a Subscription by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create Coupon
Finds a Coupon by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Order Note
Finds an Order Note by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Product
Finds a Product or Variation by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Subscription
Finds a Subscription by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
About WooCommerce
WooCommerce is the eCommerce platform for WordPress. This connection requires a paid extension.
Related Zap Templates
- Create contacts and opportunities in Salesforce from new WooCommerce sales
- Add leads to Salesforce from new WooCommerce orders
- Add new WooCommerce orders to Salesforce as new opportunities
- Create Salesforce records for new WooCommerce products to streamline data tracking
- Create Salesforce leads from new WooCommerce orders
- Update WooCommerce products when Salesforce records have updated fields
- Update WooCommerce orders when new Salesforce outbound messages are triggered
- Update WooCommerce orders when new Salesforce records are created
- Create WooCommerce orders from new Salesforce outbound messages
- Update WooCommerce customers with new outbound messages from Salesforce
- Create WooCommerce orders from new Salesforce outbound messages
- Create WooCommerce orders from new Salesforce records
- Create Salesforce records for new WooCommerce order line items
- Update WooCommerce customers when Salesforce records have updated fields
- Create Salesforce leads from new WooCommerce orders
- Update Salesforce records for new WooCommerce subscriptions
- Create Salesforce leads from new WooCommerce subscriptions
- Create WooCommerce orders from updated Salesforce records
- Create Salesforce records for new WooCommerce subscriptions
- Create Salesforce records for new WooCommerce customers
- Create WooCommerce products from new Salesforce outbound messages
- Create new WooCommerce products from new Salesforce records
- Create new Salesforce contacts from new WooCommerce orders
- Update WooCommerce products when Salesforce records are updated
- Create new WooCommerce customers from new Salesforce records
- Update WooCommerce orders when Salesforce records are updated
- Create new Salesforce contacts from new WooCommerce customers
- Add new WooCommerce orders to Salesforce campaign as contacts
- Create Salesforce records from new WooCommerce subscriptions
- Create new Salesforce leads for each WooCommerce line item in an order
Related Zap Templates
- Create contacts and opportunities in Salesforce from new WooCommerce sales
- Create Salesforce records for new WooCommerce products to streamline data tracking
- Update WooCommerce orders when new Salesforce outbound messages are triggered
- Update WooCommerce customers with new outbound messages from Salesforce
- Create Salesforce records for new WooCommerce order line items
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- Add leads to Salesforce from new WooCommerce orders
- Create Salesforce leads from new WooCommerce orders
- Update WooCommerce orders when new Salesforce records are created
- Create WooCommerce orders from new Salesforce outbound messages
- Update WooCommerce customers when Salesforce records have updated fields
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- Add new WooCommerce orders to Salesforce as new opportunities
- Update WooCommerce products when Salesforce records have updated fields
- Create WooCommerce orders from new Salesforce outbound messages
- Create WooCommerce orders from new Salesforce records
- Create Salesforce leads from new WooCommerce orders
- Create WooCommerce orders from updated Salesforce records
- Create WooCommerce products from new Salesforce outbound messages
- Update WooCommerce products when Salesforce records are updated
- Create new Salesforce contacts from new WooCommerce customers
- Create new Salesforce leads for each WooCommerce line item in an order