How to Integrate Salesforce with Magento 2

Connecting Salesforce with Magento 2 ensures all the customer data and interactions between your store and CRM system are synchronized. This helps you optimize your operations and, ultimately, increase sales.

You can choose an automation tool like Zapier or an extension by Firebear Studio or Magenest for the integration. This tutorial will show you how to integrate Salesforce with Magento 2 using Zapier 一 a codeless way to automate tasks.

Note: You need Zapier and Salesforce accounts to be able to integrate Salesforce in Magento 2.

How to Integrate Salesforce with Magento 2

Initiate a Zap

  1. Log in to your Zapier account and click Create Zap on the top left.

    Zapier Dashboard
    Click Create Zap
  2. Name the Zap by clicking on the Edit icon on the upper left side of the screen.

    Edit Icon
    Click the Edit Icon

Create a Trigger

  1. Configure the following in the “Choose app & event” section:
    App: Add Magento 2.x from the search box.

    App in the Trigger section
    Add Magento 2.x (Premium) App using the search box

    Event: Choose a “trigger” that initiates a zap. The event can be a new product, customer, order, sales order credit memo, sales order credit invoice, or sales order shipment.
    Click Continue to proceed to the next section.

    Event on the Trigger section
    Add Event and then click Continue
  2. In the “Choose account” section, click Sign in to allow Zapier to connect to your Magento 2.X account.
    Sign in button in Choose account section
    Click Sign in button

    Enter the full domain name, admin username, password, and store code of your Magento store.
    Click Continue.

    Continue button in Choose account section
    Click Continue
  3. In the “Test trigger” section, click Test Trigger to check if your Magento store is connected to Zapier correctly.
    Test Trigger button in the Trigger section
    Click Test Trigger

    Click Continue once the “Trigger” event is successful.

    Continue button in the Trigger section
    Click Continue

Create an Action

  1. Configure the following in the “Choose app & event” section:
    App: Add Salesforce from the search box.

    App in Action section
    Add Salesforce App using the search box

    Event: Choose an “action” that executes an event when triggered. Currently, there are nine action events, such as “Create lead” and “Update record.”

    Event in the Action section
    Add Event

    Click Continue to go to the next section.

    Continue button in Action section
    Click Continue
  2. In the “Choose Account” section, click Sign in to allow Zapier to connect to your Salesforce account.
    Continue button in Choose account of the Action section
    Click Continue

    Select either Product or Sandbox as the Salesforce environment and then sign in to your account.
    Click Allow to let Zapier access your account, and then click Continue to proceed.

    Click Allow to give access to Zapier
    Click Allow to give access to Zapier
  3. The contents of the “Set up action” section depend on the action event. Here, the contents are “Campaign,” “Contact,” and “Status” as the trigger event is “Add Lead to Campaign.”

    Set up action section
    Configure Set up action section
  4. Click on Test & continue to check if the integration is working correctly, or select Skip test.

    Test action section
    Click Test & continue or Skip test
  5. Click Publish Zap.

    Publish Zap
    Click Publish Zap

That’s it! You’ve successfully integrated Salesforce with Magento 2 using Zapier. You can create more Zaps to add new Trigger events.

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