3  min read

Magento Salesforce Integration within 2 minutes

Abhishek Agrawal
By Abhishek A Agrawal
September 19, 2022
Table of Contents

    What is Magento?

    Magento is an open-source eCommerce platform. It lets organisations and businesses run an e-store for their products and services. This platform has evolved with many features, templates, scalability and specifications. It has helped companies grow from small to beneficial firms. 

    Magento, along with its in-built features and tools, also allow useful integrations. One can integrate important applications with Magento and take their online store to next level.

    What is Salesforce?

    Salesforce is a well-liked CRM application. It is mainly used by support, sales, and marketing teams. Its services help businesses improve connections with partners, customers, and potential customers. 

    Businesses can track customer behaviour, market to customers, and perform many such tasks with the Salesforce CRM.

    With all of your essential data, a CRM platform enables you to dig deeper; you can also create a dashboard that presents your data graphically. In fact, you can automate all important tasks by integrating CRM with other useful apps and save much time.

    Integrate Magento With 750+ Apps In 1 Click

    No Learning Curve. Built For Non-techies.

    How to Integrate Magento + Salesforce with Integrately

    Magento Salesforce integration is an in-demand conversation in the market right now! This concept allows you to connect your Magento e-commerce store to Salesforce CRM and make customer relationship management easier than before. 

    When you integrate Magento with Salesforce, Salesforce CRM synchronises the entire customer data, experience and activities all in one place. It later helps the company in offering a better customer experience. 

    Well, here’s how to execute Magento integration with Salesforce using Integrately –

    Integrately Login Page
    • Choose applications to connect
    Magento App connectivity
    • Now, you can either get started using 1-click automation or,
    • Create your own 
    Magento Automation
    Magento Trigger Action
    • Once you have selected your automation, you will be redirected to the Automation page
    • Now connect your accounts to create a Workflow

    For connections –

    • Select Add Connection 
    Magento Add Connection
    • Fill in your Credentials like Host URL, Username and Password
    • Select Continue
    • Then connect the other application the same way
    Magento App Connection Flow
    • Once the accounts are connected, Integrately will automatically Map the fields
    • You can Modify and set conditions as you want
    • Then hit Done. Let’s Test It
    • Check the entries in your applications
    • If the test is good to go, you can turn on Automation

    Integrately takes 5-2 minutes to update. So, when you are running a test and you do not receive a response – wait for 5 minutes. Thus, this way you can easily do the Magento integration with Salesforce

    Integrate Salesforce With 750+ Apps In 1 Click

    No Learning Curve. Built For Non-techies.

    Benefits

    When you are in the E-commerce market, you know well how much customer satisfaction is important. Plus, to be able to offer them the best experience and benefits, you need to put those extra efforts into marketing and sales.

    So when it comes to Marketing, you either look for personalized ads or email marketing campaigns. Now, if you have an automated process that connects to useful applications and automatically assists you in collecting, storing and processing data, the workflow gets really simple.

    You don’t need to manually reach out to every customer or lead when the automation tool can do it for you.

    In short –

    • Create better ads
    • Convert more leads into sales
    • Help customers make more purchases
    • Maintain good relationships with your customers
    • Save time and increase productivity

    FAQs about Magento Salesforce Integration

    Does Magento Integrate with Salesforce?

    Yes, Magento can be integrated with Salesforce.

    How to Integrate Magento with Salesforce?

    To Integrate Magento with Salesforce, you can use the following steps - Magento Salesforce Integration

    What Platforms Integrate with Salesforce?

    Integrately is an automation platform that integrates with Salesforce

    What is Magento integration?

    Magento integration means that every data stored in your E-commerce store can be synced and saved at your end as well.
    Abhishek Agrawal
    Author - Abhishek A Agrawal
    Abhishek is the founder of Integrately, CompanyHub, and Dreamwares. He is passionate about technology and entrepreneurship. He is always looking to leverage technology for the growth of the business. He has a deep understanding of how businesses work and uses this knowledge to build products that help entrepreneurs grow their businesses.

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