Do you also want to automate your work and invest time in other key areas?
In this blog, we came across a Magento 2 Salesforce Integration solution that helps you to automate your sync process. We have a connector that integrates both platforms easily and then performs real-time synchronization.
The solution helps you to reach new heights, driving more traffic, boosting conversions, and maximizing customer satisfaction
Get ready to supercharge your e-commerce game with this dynamic duo!
What is Magento 2 Salesforce Integration?
Magento 2 Salesforce Integration is a powerful tool that allows businesses to seamlessly connect their Magento e-commerce platform with the popular CRM (Customer Relationship Management) system, Salesforce. This integration provides various benefits for online retailers, from streamlining sales and marketing processes to improving customer experience and increasing overall sales.
Why Choose eShopSync For Magento 2 Salesforce Integration?
eShopSync is a brand of Webkul that provides the best Salesforce development solutions and services. We are Salesforce Crest (Gold) Consulting and AppExchangePartner.
eShopSync has made the best software ever with many benefits that help in your business growth. You can also request customization as per your business requirements.
The features in our connector are:
- Real-time sync Customers into Salesforce
- Real-time sync Products into Salesforce
- Real-time sync Contact us into Salesforce Leads
- Real-time sync Categories into Salesforce
- Real-time sync Orders into Salesforce
- The field mapping feature is also available
- The Admin can sync all the Real-time data from Magento 2 to Salesforce.
- The link is given for the Salesforce records.
- You get Opportunity Synchronization which means manual as well as real-time sync.
- Field mapping for the Product, Order, and Account.
- Sync every Magento 2 customer into the main account.
- You get the drop-down for the following-
- Choose the Default record type for the new contact
- Choose Guest account
- Choose Document folder
- Choose Pricebook
Benefits of Integrating Magento 2 and Salesforce
There are numerous benefits to integrating Magento 2 and Salesforce for your e-commerce business. This powerful combination allows you to streamline operations, improve customer experience, and boost overall sales. Let's take a closer look at some of the key benefits:
- Streamlined Operations: Salesforce Magento 2 integration allows for seamless communication between these two platforms. This means that data from one platform can be easily transferred to the other, eliminating the need for manual data entry and reducing the chances of errors.
- Improved Customer Experience: The integration of Magento 2 and Salesforce enables you to gain a deeper understanding of your customer's needs and preferences by providing access to valuable data such as purchase history, browsing behavior, abandoned carts, etc.
- Enhanced Sales Performance: Integrating Magento 2 with Salesforce also opens up opportunities for cross-selling and upselling by leveraging the power of both platforms' advanced analytics capabilities.
- Time Savings: With automation being a core feature of this integration, you can save countless hours that would otherwise be spent on manual data entry and cross-platform synchronization.
Conclusion
In today's competitive e-commerce landscape, businesses must stay ahead of the curve and continuously improve their operations. One way to do that is by integrating different systems and platforms to streamline processes and enhance overall efficiency. And when it comes to e-commerce, two of the most powerful platforms in the market are Magento 2 and Salesforce.
For any assistance, you can connect with our Salesforce Consultant Team or email us at [email protected].
Magento is a powerful and flexible open-source eCommerce platform that is fast growing in popularity.
However, rather than running it in a stand-alone environment, integrating it with Salesforce CRM will enable businesses to maximize their sales and enhance the customer experience.
It provides business users the infrastructure and an interactive front-end at the same time.
At Oodles, we provide Salesforce integration services with various eCommerce stores like Magento, Shopify, and PrestaShop to improve customer satisfaction and streamline business operations.
Our phased and flexible methodology ensures businesses get the right solution.Steps of Salesforce Integration with Magento 2.XStep 1: Register and create an AccountUsers need to sign up to integrate Salesforce CRM and Magento 2.X storeStep 2: Sign Up the Salesforce AccountLogin your Salesforce account and click on ‘Make a Zap’ to start integrating the necessary information.Salesforce Magento Integration Step 3: Integrate Magento 2.XChoose a Trigger app that you want to integrate with your Magento store.Salesforce Magento Integration Click on ‘Magento 2.X Trigger’.
Click on ‘Save and Continue’Salesforce Magento Integration Test Magento 2.X account before going forward with the integration processStep 4: Integrate Salesforce CRM to Get all Information from Magento 2.X StoreSelect ‘Salesforce’ from the ‘Choose an Action’ appSalesforce Magento Integration Click on ‘Create Contact’ from the drop-down menu and press ‘Continue’Salesforce Magento Integration Next, Select Salesforce account and click on ‘Connect an Account’ and press ‘Continue’Salesforce Magento Integration Setup the template.
