askotter / Integrations / WooCommerce + Salesforce

integration pair

Connect WooCommerce and Salesforce for your business

WooCommerce and Salesforce each hold numbers the other never sees. askotter reads both and tells you, by text, what they mean together.

● WooCommerce · COMING SOON + ● Salesforce · COMING SOON

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the short answer

What do you get by connecting WooCommerce and Salesforce?

askotter reads WooCommerce and Salesforce side by side and puts both in one report for the business. The owner sees how activity in one leads to results in the other, gets an alert when a number moves and can ask questions by text.

From WooCommerce: Orders and revenue, Product performance, Customer data.
From Salesforce: Leads and opportunities, Account and contact data, Pipeline stages and velocity.
Status: WooCommerce and Salesforce are on the integration roadmap, so the matching described here starts when that connector ships.
Not for: Replacing WooCommerce or Salesforce. Both keep working exactly as they do now.

why connect them

Why connect WooCommerce and Salesforce

WooCommerce orders will sit beside GA4, Google Ads, Meta Ads and Stripe. It fits into our conversion rate optimization work.

matching the records

How WooCommerce and Salesforce records line up

WooCommerce and Salesforce both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.

Both tools can hold a phone number. Numbers are normalised to one international format before matching, which catches customers who never gave an email.

Shared between the two: the customer email address, the phone number and the UTM campaign tags.

WooCommerce and Salesforce are on the integration roadmap, so the matching described here starts when that connector ships.

What each tool sees on its ownShow less

WooCommerce on its own

WooCommerce sees the order and, on recent versions, its source tag. It cannot see ad cost or the visits that did not buy.

Timing. WooCommerce writes each order when it is placed, and recent versions save the order's source and UTM values with it.

Access. The WooCommerce REST API with a read-only key.

Salesforce on its own

Salesforce sees leads, accounts and opportunities. It knows which campaign produced a lead only when someone records it there.

Timing. Salesforce opportunity stages move when someone updates them, so pipeline data is as current as the team's CRM habits.

Access. A connected app with read-only access to Lead, Contact, Account and Opportunity.

Related guides

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questions

Questions about WooCommerce + Salesforce

What can I learn by connecting WooCommerce and Salesforce?

askotter puts WooCommerce and Salesforce numbers in one report, so you can see where customers came from and why a number moved.

How does askotter connect WooCommerce and Salesforce?

Live connections use a standard sign-in, and other tools use a file export. No developer is needed.

Is my data secure when connecting WooCommerce and Salesforce?

askotter uses encrypted connections and role-based access, and you control who on your staff sees what.

WooCommerce + Salesforce is coming soon

Talk to us about your timeline, and we will confirm the launch date before you commit.

Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.