PerfexCRM + WooCommerce Integration

Connect PerfexCRM to WooCommerce in 1 click

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Order is updated in WooCommerce
Customer is created in WooCommerce Instant
Customer is updated in WooCommerce Instant
Customer is deleted in WooCommerce Instant
Order is deleted in WooCommerce Instant
Order is created in WooCommerce
Product is created in WooCommerce Instant
Product is updated in WooCommerce Instant
Product is deleted in WooCommerce Instant
Subscription is updated in WooCommerce Instant
Subscription is switched in WooCommerce Instant
Subscription is deleted in WooCommerce Instant
Coupon is created in WooCommerce Instant
Coupon is deleted in WooCommerce Instant
Coupon is updated in WooCommerce Instant
Order is completed in WooCommerce
Subscription is created in WooCommerce

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Ready Workflows for PerfexCRM + WooCommerce Integration

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Create PerfexCRM contact from new WooCommerce customer

If you're an ecommerce business owner who uses WooCommerce to power your online store, you'll be happy to know that when a new contact is created in PerfexCRM, this automation will automatically create a customer in WooCommerce.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.

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Who Is This Integration For?

Ecommerce Business Owners

Sales Teams

Customer Service Managers

Marketing Managers

Retail Business Analysts

Ecommerce Business Owners

Ecommerce business owners running WooCommerce stores often struggle with keeping their CRM updated with customer details after orders. This can lead to lost opportunities and inefficient customer management.

Sales Teams

Sales teams need timely notifications of new customers or orders from WooCommerce to follow up quickly, but manually transferring this information to PerfexCRM is time-consuming and error-prone.

Customer Service Managers

Customer service managers need a unified view of customer interactions and order history from WooCommerce inside PerfexCRM to provide better support, but getting this data synced can be a hassle.

Marketing Managers

Marketing managers aim to personalize campaigns based on purchase history from WooCommerce, but struggle with syncing this data automatically to PerfexCRM for segmentation and targeting.

Retail Business Analysts

Retail business analysts need accurate sales and customer data from WooCommerce to be available in PerfexCRM for reporting and forecasting but face challenges in seamless data transfer.

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What Can You Automate With PerfexCRM + WooCommerce

Automatically add new WooCommerce customers to PerfexCRM

When a new customer places an order on WooCommerce, automatically add them as a contact in PerfexCRM. This saves you the hassle of manual entry and ensures all customer details are centralized and up-to-date.

Create a contact in PerfexCRM for each new WooCommerce order

For every order received in your WooCommerce store, a new contact can be created in PerfexCRM. This helps you keep track of order-related interactions and easily manage your customer relationships.

Sync order details from WooCommerce to PerfexCRM

Automate the process of transferring order details from WooCommerce to PerfexCRM. This way, you have all the necessary order information readily available for analysis and sales follow-up.

Notify sales teams in PerfexCRM of new WooCommerce orders

Keep your sales team in the loop by sending them notifications in PerfexCRM each time a new order is placed on WooCommerce. This ensures that sales opportunities are never missed due to delays in communication.

Update customer information in PerfexCRM upon WooCommerce order changes

Whenever an order is updated or changed on WooCommerce, have the corresponding customer information in PerfexCRM update automatically. This keeps your CRM data consistent and useful for all customer-facing teams.

And much more...

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Top 10 Most Popular PerfexCRM Automations from
Integrately Community

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Create PerfexCRM customer for new Microsoft Excel row

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Create PerfexCRM contact for new Square customer

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Create PerfexCRM contact for new Notion database item

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Create PerfexCRM contact for new Microsoft Excel row

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Create PerfexCRM contact for new PostgreSQL row

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Top 10 Most Popular WooCommerce Automations from
Integrately Community

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