Connecting Ecwid with Salesforce CRM

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 Make a zap.
   In our example, we create a new contact in Salesforce when a new order appears in the Ecwid store.
3. At the “When this happens…” step, in the Choose App & Event section, type “Ecwid” in the search field and click on the Ecwid icon to choose it:

4. In the Choose Event Trigger section, select New Order:

5. Click Continue.
6. At the “Choose account” step, click Sign in to Ecwid and log into your Ecwid account.
7. Click Continue.
8. In the Customize Order section, select the payment and fulfillment statuses of orders from which you want to send data to Salesforce. For example, Paid and Shipped:

9. Click Continue.
10. In the Find Data section, click Test Trigger to check if the right store has been connected and that the trigger is set up correctly.
11. Click Continue.
12. At the “Do this” step, make search for the Salesforce app and pick it:

13. In the Choose Action Event section, select Create Record:

14. Click Continue.
15. In the Choose Account section, click Sign in to Salesforce. Grant Zapier with access to your Salesforce account.
16. Click Continue.
17. In the Customize Record section, as a Salesforce Object select Contact, then fill out the required fields and other fields that you want to send over to Salesforce:

18. Click Continue.
19. In the Send Data section, check what Ecwid store data is sent to your Salesforce account.
20. Click Test & Continue.
21. Name your zap and click Turn on zap.

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.