The Abandoned Cart Pro for WooCommerce plugin allows you to integrate with Salesforce CRM. The Salesforce CRM is a leading customer relationship management solution that allows businesses to manage customer interactions, track sales performance, and analyze data for smarter decisions. Integrating our Abandoned Cart Pro for WooCommerce plugin with Salesforce CRM empowers businesses to recover these lost sales and enhance customer relationships like never before.

The Salesforce CRM connector will allow you to export the abandoned cart details, such as the customer’s first name, last name, email address, and abandoned product details, with the selected quantity, to the Salesforce CRM. Once you connect with this connector, the plugin will automatically pass abandoned cart data from your WooCommerce store over to Salesforce CRM.

Pre-requisites:

To make this integration work, you can use your existing Salesforce account or create a new one. Also, you need the following to make this integration successful:

• WooCommerce plugin
• Abandoned Cart Pro for WooCommerce plugin
• A valid Salesforce account

1. First, you need to connect the Abandoned Cart Pro plugin with Salesforce:

i. To create a connected Salesforce app, follow these steps:

Log in to Salesforce with your Developer account. In the drop-down list of the account (in the upper-right corner), select Setup
In the left-hand pane, search for “App Manager” and open it. Click on “New connected App”.

ii. On the New Connected App page, fill in the “Connected App Name“, “API name“, and “Contact Email“.

iii. Go to API (Enable OAuth Settings) and select Enable OAuth Settings. In the Callback URL field, you can enter the URL of the Connectors page settings in our Abandoned Cart Pro plugin.

In the Selected OAuth Scopes field, select “Full access (full)” and then click Add. Same way, select other scopes  “Manage user data via APIs (API)” & “Perform requests at any time (refresh_token, offline_access)” and click Add.

Click the Save button to save the new Connected App. Note that changes can take up to 10 minutes to take effect.

iv. Go to the API (Enable OAuth Settings) section, then click the Manage Consumer Details button. To ensure your account’s security, Salesforce needs to verify your identity. Enter the code sent to your email by Salesforce to continue. Please note down the Consumer Key and Consumer Secret from here.

v. Please enable the username-password flow, navigate to OAuth and OpenID Connect Settings, select Allow OAuth Username-Password Flows.
Once you followed the above steps, you are done with the Salesforce account setup.

2. Then, go to WooCommerce > Abandoned Carts > Settings > Connectors in our plugin.

3. Click the Connect button for Salesforce CRM.

4. On clicking the Connect button, a popup will appear as below. You need to enter the Client ID, Secret Key, and Redirect URI here.

5. For the Client ID and Secret key, you need to enter the Consumer key and Consumer Secret which you have copied earlier. For the Redirect URL, you need to enter the URL of the Connectors page settings in our Abandoned Cart Pro plugin. Once you have filled in these details, click on the Next Step.

If the filled data is correct then you will get a message saying “Data saved successfully”. You can click on the “Connect to Salesforce” button.

6. Once connected, you will get the options to Disconnect, go back to Settings, and Sync the details of the new abandoned carts to Salesforce. Clicking on the Sync button will sync the newer abandoned carts with this CRM.

Now the next step is, to browse your WooCommerce site and abandon a cart. You can do it either as a Guest or as a logged-in User.

Salesforce captures email addresses as Leads. When a guest cart is captured from the Checkout page, ATC, custom forms, etc. the email address will be sent to Salesforce. Abandoned Cart details will be exported and displayed in the Leads as shown below:

Once the above steps are followed correctly, your integration with Salesforce CRM is complete!