We run a woocommerce store for our client. Our client wants to integrate with their Salesforce account.
What is the workflow, if any, to set that up?
We will not have access to our clients Salesforce account so I am unclear on how we would connect Zapier to Salesforce.
And would there be any issues on the Woocommerce side?
Thanks
Paul
Best answer by Troy Tessalone
View original
+14
Hi
Take a look at the available triggers/actions/searches for each app as well as the available help docs.
WooCommerce: https://zapier.com/apps/woocommerce/integrations#triggers-and-actions
https://zapier.com/apps/woocommerce/help
Salesforce: https://zapier.com/apps/salesforce/integrations#triggers-and-actions
Hi
Thanks for the quick reply!
I have been through those help docs and I’m finding it difficult to understand how we would actually connect to Salesforce through Zapier. Without saying to our client... “hey log in to my Zapier account as me. Here’s my login user name and password. Just create the Zap and login to your Salesforce account to connect.”
I’m asking the question because it seems to me like a very unprofessional way to make the connection work? Are there any tools/workflows to make this process more seamless?
Again, we run the website but don’t have access to Salesforce. Our client has Salesforce but does not have admin access to our website.
Any help on this is much appreciated, Thanks!
Paul
+14
The client should have their own Zapier account, that has their Salesforce app authenticated.
You can send data using Webhooks from one Zap to another Zap: https://zapier.com/apps/webhook/integrations
Essentially you have a Zap that has an action to send data to trigger a Zap in their account, which you then configure with whatever actions are needed in Salesforce.
Vey interesting! That might work.
Is there any way to setup the Zap ahead of time, share it maybe?, so our client doesn’t have to go thru a learning curve in setting this up?
Thanks
Paul
+14
Every Zap configuration is different, especially when involving a robust app such as Salesforce.
My advice would be that you would configure the Zaps in both Zapier accounts on behalf of your client.
Event when Sharing a Zap, the authentications have to be reestablished and the data points mapped between steps, plus tested.
Every Zap configuration is different, especially when involving a robust app such as Salesforce.
My advice would be that you would configure the Zaps in both Zapier accounts on behalf of your client.
Agreed on creating for our client. The less work they have to do the better.
Are we able to transfer accounts after we setup the zap?
Thanks
Paul
+14
Your Zapier Account
You would login to your Zapier account and configure the Zap to send data from the website to the webhook (this will trigger the Zap in the Client’s Zapier account).
You would own login credentials to this account.
Client’s Zapier Account
Client should own this Zapier account in terms of login credentials.
Client would need to login and authenticate their Salesforce app in order for it to be used in a Zap.
You would login to their account and configure the Zap to get data from the webhook and send to Saleforce.
(Client can reset login credentials after the Zap is configured, tested and turned ON)
Ok, that helps a lot in figuring out the workflow.
Thanks for all your help!
Paul
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