CE, EE 2.1.x, 2.2.x, 2.3.x
Version 3.1.1
$349.00

Magento 2 Salesforce CRM Integration

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This powerful extension syncs all your Magento data to one of the best CRM systems in the world - Salesforce CRM. All important data related to customers will be synchronized to Salesforce CRM, helping managers to increase sales, improve customer services, and focus on the right customer's targets.

  • Magenest is the Official Partner of Salesforce
  • Sync product, order, campaign to Salesforce
  • Sync account, lead, contact, opportunity to Salesforce
  • Flexible syncing mode - Cron Job Synchronization
  • Easily map data fields from Magento 2 to Salesforce
  • Support 100+ data fields
  • Track all synced data and export through file XML/ CSV
  • Track all request record from Magento to Salesforce
  • NOTE: You can check out for Salesforce Default Synchronization Fields here

NOTE: Your current data in Salesforce CRM might need to be remapped before syncing with our integration to avoid conflicts. Please contact us if you want to map existing data in Magento 2 and Salesforce CRM.

What you need What you need

Online shopping is more and more popular these days, customers may prefer to buy anywhere, fulfill anywhere. They tend to interact more with your brands, find more information about your products and engage your sites anywhere with any smart devices. To approach this customer target, your eCommerce sites need to integrate with a software managing customer, inventory, and marketing campaign.

What you need How we handle it

Salesforce CRM extension allows vendors to collect essential customer data up to date, which gives managers an overview of clients and helps to personalize the customer experience with your Magento store.

Manage your giant CRM database between Magento 2 and Salesforce with little effort

One-time setup to control synchronization

Easily connect Magento 2 to Salesforce

  • Sign up for a Salesforce pricing plan
  • Get an API key from your Salesforce account
  • Insert Salesforce API key Magento 2 Salesforce Integration setting
  • Click "Connect"

Automatic syncing for ease of management

  • Sync in real time for each update and change in product, customer, order
  • Suitable for agile businesses that need fast decision making

Cron job syncing - Syncing between intervals

  • Set up Magento 2 Salesforce to sync between different intervals
  • Add data to sync queues for later processing
  • Set up intervals as small as 5 minutes
  • Reduce server load and capacity requirement for your store
  • Can be used when there are a lot of SKUs in your store

Manual syncing

  • Merchants can sync data manually for proactive management
  • Sync all data to Salesforce with one click in the setting section
  • Go to the syncing queue and click sync data to transfer everything from Magento 2 to Salesforce
  • Go to individual records to sync data individually (sync one customer, product, order)

Sync all essential data to the CRM software

Sync product data from Magento 2 to Salesforce CRM

  • Sync product info including product name, SKU, price, quantity, etc
  • You can sync product data whenever there is a new product created
  • Sync product info to Salesforce when product info in Magento 2 is updated

Sync customer data from Magento 2 to Salesforce

  • Sync customer data when there is a new customer on Magento 2 store (customer signs up a new account)
  • Sync updates in customer info when customer edit their profile in Magento 2
  • Sync customer info (Lead, Contact, Account) from Magento 2 to different modules in Salesforce

Sync order data from Magento 2 to Salesforce CRM

  • Automatically sync new orders from to Salesforce when customers make new purchases
  • Update changes to product orders when order info is changed
  • Sync from orders (Opportunity, Sales Orders) in Magento 2 to different modules in Salesforce

Sync promotional campaign data from Magento 2 to Salesforce

  • Sync promotion info in catalog price rules from Magento 2 to Salesforce CRM
  • Sync campaign rule name, starting date, ending date, discount value, etc
  • Sync from rules in Magento 2 to Campaign module in Salesforce

Mapping additional field for advanced information

Customizable field mapping from Magento 2 to Salesforce

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  • Map data fields from Magento 2 to Salesforce in two clicks
  • Flexibly map default field from Magento 2 to custom field in Salesforce if they are the same data type

Sync to various modules and fields

  • Choose from 100+ fields in Magento 2 to sync from
  • Choose from 7 Salesforce modules
  • Choose from 100+ fields in Salesforce to sync to

View syncing reports

  • Easily check which data synced successfully and which failed to sync
  • See daily syncing reports from Magento
  • Track the number of successes and failures

Reason to choose

Magenest
Free lifetime software updates

Free lifetime
software updates

30-day money-back guarantee

30-day money-back
guarantee

Verified by Magento Marketplace

Verified by
Magento Marketplace

One-time payment without hidden cost

One-time payment
without hidden cost