New
Rating:
100% of 100

Salesforce CRM Integration

Magento Salesforce CRM Integration is the extension allows instantly synchronizing data from Magento site to Salesforce CRM system. 

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 and Salesforce CRM.

$299.00

Screenshots

Details

Building a holistic CRM and retailing system with Magento Salesforce Connector

Synchronize client data from Magento to Salesforce

  • Synchronize client profiles from Magento to Salesforce, with support for Salesforce Lead and Salesforce Contact objects
  • Synchronize client info to Salesforce any time customer signs up a new account on Magento
  • When clients update their info in Magento, changes will also be shown in Salesforce CRM
  • NOTE: You can check out for Salesforce Default Synchronization Fields here

Synchronize product data from Magento to Salesforce CRM

  • Synchronize info of products, such as name, price, cost, inventory and other info from Magento to Salesforce CRM
  • You can synchronize product data whenever store managers create a new product in Magento
  • Changes made to products in Magento will be updated in Salesforce
  • NOTE: You can check out for Salesforce Default Synchronization Fields here

Synchronize order info in Magento to Salesforce

  • Manually synchronize new orders from Magento to Salesforce when clients make new purchases
  • Update changes to product orders when order info is changed
  • Sync from orders in Magento to different object in Salesforce, including lead, subscriber, opportunity, contact, account
  • NOTE: You can check out for Salesforce Default Synchronization Fields here

Sync invoice data from Magento to Salesforce CRM

  • Sync invoice data in Magento to Salesforce Invoice when customers payment is processed successfully
  • Invoice info includes default fields such as Product Detail
  • NOTE: You can check out for Salesforce Default Synchronization Fields here

Easily connect Magento to Salesforce

  • Resiger an account for Salesforce CRM
  • Get Salesforce credentials to use for integration
  • Insert these credentials to Magento Salesforce Connector
  • Connect and enjoy the extension

Synchronize manually

  • Merchants that want to stay in control of the syncing process can synchronize manually
  • Synchronize all data to Salesforce with one click in the setting section
  • Synchronize all data currently sitting in queue to Salesforce manually
  • Go to individual products, clients, orders, invoices to sync each one manually to Salesforce

Easy field mapping from Magento to Salesforce

  • Map data fields from Magento with intuitive, uesr-friendly
  • One-to-many-field syncing: data in one Magento field can be synced simultaneously to different fields in Salesforce
  • NOTE: You can check out for Salesforce Default Synchronization Fields here

Numerous modules and fields ready for syncing

  • Pick from 100+ fields in Magento to synchronize from
  • Pick from 7 Salesforce modules
  • Pick from 100+ fields in Salesforce to synchronize to

View syncing reports

  • Easily verify which data records were synced successfully and which failed to be synced
  • Keep track of syncing performance on a daily basis with syncing report tool
  • See successful and failed syncing tasks

Full list of features for Magento Salesforce Connector

  • Synchronize from well over a hundred fields in Magento
  • Synchronize to over a hundred fields in Salesforce CRM
  • Connect Magento to Salesforce easily
  • Easily map data fields
  • Synchronize product data
  • Synchronize client info
  • Synchronize order info
  • Synchronize price rule data
  • Use syncing report to keep track of syncing performances
Customize

Didn't find what you need? Contact us for more information

What our Customers say
Write Your Own Review
Salesforce CRM Integration
Your Rating