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Product Overview
Explore all the benefits and features of Automate.io
Sync WooCommerce customer data, automate your entire order processing. Sync contact data, manage deal flow and automate your sales pipeline in Salesforce. Do much more by connecting Salesforce and WooCommerce.
Quickly get started with the most popular workflow - Add New WooCommerce Orders as Leads in Salesforce or explore other prebuilt bot template Automate Salesforce and WooCommerce in under 3 minutes and save yourself hours every week.
Do you want to add a lead on your Salesforce every time there is a new order on your WooCommerce store? That’s a great idea! But do you want to do that manually each time you have an order? Probably not.
This simple automation template between WooCommerce and Salesforce can do the job for you. You can sync basic lead details like First Name, Last Name, Phone, Address, etc. It is time to stop the mundane work and start growing your business.
With this WooCommerce and Salesforce integration, a lead will be added to your Salesforce for every new order in your WooCommerce store. Just connect your WooCommerce and Salesforce accounts in Automate.io, turn this Bot on and you are done!
1
This Bot runs whenever a new order is generated in WooCommerce.
2
A lead will be added on Salesforce for that order.
Looking for something else?
Connect Salesforce and WooCommerce the way you want. Start by selecting the trigger and action events listed here.
New Contact
Triggers when there is a new Contact
New Custom Object
Triggers when there is a new Custom Object (of the type selected) is created
New Lead
Triggers when there is a new Lead
New Opportunity
Triggers when there is a new Opportunity
Updated Opportunity
Triggers when an existing Opportunity is updated
New Account
Triggers when there is a new Account
New Event
Triggers when there is a new Event
New Task
Triggers when there is a new Task
Updated Account
Triggers when an existing Account is updated
Updated Contact
Triggers when an existing Contact is updated
Updated Contact Property
Triggers when an existing Contact's property is updated
Updated Custom Object
Triggers when an existing Custom Object is updated
Updated Lead
Triggers when an existing Lead is updated
Updated Opportunity Property
Triggers when an existing Opportunity's property is updated
New Case
Triggers when there is a new Case
New Note
Triggers when there is a new Note
Updated Account Property
Triggers when an existing Account's property is updated
Updated Opportunity Stage
Triggers when an existing Opportunity's Stage is changed
New Case Comment
Triggers when there is a new Comment on a Case
Modified Product
Triggers when a Product is Modified or when a new Product is created
New Customer
Triggers when there is a new Customer
New Order
Triggers when there is a new Order. This will trigger for orders with any Order Status, such as, Completed, Cancelled, Failed, Refunded, etc.
New Order Line Item
Triggers for each line item of a new Order.If there is a new Order with 5 Line Items, the bot will run 5 times, each time with the details of one of the Line Items
New Product
Triggers when there is a new Product
New Subscription
Triggers when there is a new Subscription.
Updated Subscription
Triggers when a Subscription is Updated or when a new Subscription is created.
Modified Customer
Triggers when Customer data gets Modified or when new Customer is created
Order Status Changed
Triggers when the Order Status changes to the selected status, or when a new Order is created with the selected status
Add or Update Customer
Add a new Customer or Update an existing Customer
Add an Order
Add a new Order
Add Subscription
Add a new Subscription
Add or Update a Coupon
Add a new Coupon or Update an existing Coupon
Add Order Line Item
Add Line Item to an existing Order
Add an Order Note
Add Note to an Order
Add or Update a Product
Add a new Product or Update an existing Product
Add a Product Attribute
Add Attribute to an existing Product
Add or Update a Product Variation
Add a new Product Variation or Update an existing Product Variation
Search Customers
Search a Customer based on Email Address or Customer Id
Update an Order
Update an existing Order
Update a Subscription
Update an existing Subscription
Search Orders
Search for an existing Order
Search Products
Search for an existing Product
Search Product Variations
Search for an existing Product Variation
Search Subscriptions
Search for an existing Subscription
Add or Update a Contact
Creates a new Contact or updates an existing Contact
Add or Update a Lead
Creates a new Lead or updates an existing Lead
Add or Update an Account
Creates a new Account or updates an existing Account
Add or Update a Custom Object
Creates a new Custom Object or updates an existing Custom Object
Add or Update an Event
Creates a new Event or updates an existing Event
Add a Note
Creates a new Note
Add or Update an Opportunity
Creates a new Opportunity or updates an existing Opportunity
Add or Update a Task
Creates a new Task or updates an existing Task
Add a Call Log
Creates a new Call log
Add a Campaign Member
Creates a new Campaign Member (Existing Lead or Contact)
Add or Update a Case
Creates a new Case or updates an existing Case
Get Account of a Contact
Get Accountof a Contact
Get Opportunities of a Contact
Get Opportunity for Contact
Get Contacts for a Opportunity
Get Contacts for Opportunity
Search an Account
Search Accounts
Search a Contact
Search Contacts
Search a Custom object
Search Custom Objects
Search an Event
Search Events
Search a Lead
Search Leads
Search an Opportunity
Search Opportunities
Search a Task
Search Tasks
Search a User
Search Users
Search a Campaign
Search Campaigns
Search a Case
Search Cases
Search a Folder
Search Folders
Create your custom integration by selecting the Trigger event and Action to be performed.
Connect Salesforce and WooCommerce with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
Forms
Salesforce
WooCommerce
Payments
iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
No coding. Easy to use drag and drop interface designed keeping non-technical users in mind.
Used by 30,000+ organizations from 93 countries, from small businesses to Fortune 500.
Runs on secure HTTPS and all sensitive data is stored using powerful encryption format.
“
The drag-and-drop interface makes setting up bots very easy. I was able to integrate the CRM I created in Airtable with Acuity Scheduling, Square, and Google Contacts. Now I don't have to quadruple-enter new clients. Yay! Kate, Founder
“
Their team is always responsive whenever I have any issues and answer usually right away or within a couple of hours. Whether it’s live chat or via video call, they always try to answer all of my questions and even go in to troubleshoot for me which saves so much time and energy. I have never seen customer support this responsive and helpful! Mia, Small Business Founder
Say goodbye to those busy days.
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