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How to create WooCommerce users from Saleforce Lead to Account Conversion

  • 15 August 2023
  • 1 reply
  • 11 views
BenBen25
Userlevel 1
Badge +1

We will be obtaining leads from various places. When our sales people go through the vetting process of our leads , and determine they are to be converted to Account. That trigger we would like it to take those details in Salesfoce and create a new user account on the ecomm site , thus sending them a welcome message to click a link to define their username & password of choice. Double opt in.

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

ken.a
Userlevel 7
Badge +6

Hi there @BenBen25,

I wouldn’t anticipate that being a problem!

Here is how I see the Zap for the workflow that you have in mind:

  1. Trigger: Salesforce - Updated Field on Record
  2. Action: WooCommerce - Create Customer

You can check out suggested workflows for Salesforce and WooCommerce from our website: https://zapier.com/apps/salesforce/integrations/woocommerce

Also, I would like to share this awesome Community post that can help with your workflow:

Hopefully, this points you to the right direction! 😊

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