Customer Journey Mapping: WooCommerce + Salesforce
What do customers do before they call or book? askotter reads WooCommerce and Salesforce together and answers it for your business, by text.
How does customer journey mapping with WooCommerce and Salesforce work for a small business?
askotter reads WooCommerce and Salesforce side by side so it can map the path customers take across your accounts. The whole path in one view, with every visit and decision point on it.
Read the full answerShow less
The owner asks follow-up 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.
What do customers do before they call or book?
On paper the path is simple: someone sees an ad, visits the site and books. In real life they search twice, read reviews and come back days later on a different phone. Each tool sees only its own piece.
How askotter handles it
askotter reads WooCommerce and Salesforce side by side, so it can map the path customers take across your accounts.
A person checks the result before it reaches you. This is part of our conversion rate optimization work.
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.
What customer journey mapping uses from each
Customer journey mapping needs the order of events for one person.
From WooCommerce that means each customer's order history. From Salesforce it means lead conversion date and opportunity stage history.
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
- Which Integrations Are Worth Connecting. An integration earns its place when it changes a decision. Most of them just move data from one screen you ignore to another.
- LinkedIn Ads to Salesforce: Why Your Attribution Is Broken. The gap between what LinkedIn claims and what your CRM shows is a measurement problem nobody set up correctly.
Services that use these connections
Other analyses: WooCommerce + Salesforce
Questions about WooCommerce + Salesforce
Do I need a developer to connect WooCommerce and Salesforce?
How is askotter's Customer Journey Mapping different from what WooCommerce shows on its own?
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.