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.
How to create WooCommerce users from Saleforce Lead to Account Conversion
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
+6- Zapier Staff
- 6531 replies
Hi there
I wouldn’t anticipate that being a problem!
Here is how I see the Zap for the workflow that you have in mind:
- Trigger: Salesforce - Updated Field on Record
- 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! 😊
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.