Connecting Ecwid with Salesforce

You can use the Salesforce customer relationship management service with your Ecwid store to understand better your potential and existing customers, communicate with them and close more deals.

To connect your Ecwid store with Salesforce CRM, you do not need any coding skills. You can integrate both solutions with the Zapier service. It allows you to select a trigger (when something should happen) and an action (what should happen) to create an automated task, or “zap.”

To connect Salesforce with Ecwid:

1. Sign up for an account with Zapier or log in to your existing Zapier account if you already have one.
2. In your Zapier account, click Create and select Zaps.
3. Click Trigger, then select Ecwid by Lightspeed. In the opened menu on the right, click the Trigger event dropdown and select New Order. 
4. If you're not automatically logged in into your Ecwid account, in the Account dropdown, click Sign In to login to your Ecwid account.
5. Click Action and select Salesforce. In the opened menu on the right, click the Action event dropdown and select the action you want to perform. For example, Create Record.
6. If you're not automatically logged in into your Salesforce account, in the Account dropdown, click Sign In to login.
7. Click Continue.
8. Set up details of your connection and click Continue.
9. Click Test step to check if the right store has been connected and if the right trigger is set up. You can skip this step.
10. Click Publish.

That’s it. New customers are now created in Salesforce from the new Ecwid orders that have been paid and shipped. You can see new customer records in the Contacts section of your Salesforce account.