Magento 2 Salesforce Integration Service
Streamline processes and get a 360-degree customer view by integrating Magento 2 store with Salesforce CRM. Uncover wider capabilities for lead generation, opportunity management and sales forecasting with a unified business management solution that combines the power of both platforms.
Level up your business
by integrating the full CRM
functionality with your store
Eliminate redundant work
with the automated
bi-directional data sync
Ensure smooth and
stable connection between
all the applications
Magento 2 Salesforce
Integration Service
Streamline processes and get a 360-degree customer view by integrating Magento 2 store with Salesforce CRM. Uncover wider capabilities for lead generation, opportunity management and sales forecasting with a unified business management solution that combines the power of both platforms.
Level up your business
by integrating the full
CRM functionality
with your store
Eliminate redundant work
with the automated
bi-directional data sync
Ensure smooth and stable
connection between
all the applications
Brief Magento Salesforce integration overview
Brief integration overview
Key pros of our full-cycle service:
- non-Magento import and export architecture that provides total flexibility and stability;
- fully automated and ready-to-use flow after the release;
- 2 months of free support after the project is finished.
Get all done in the shortest time possible
The Magento 2 Salesforce integration service is based on the ready-made Import and Export for Magento 2 solution, but with the full focus on your specific business requirements. Our experts consider the needs of your business logic and introduce a detailed integration scope.
Brief Magento Salesforce integration overview
Key pros of our full-cycle service:
- non-Magento import and export architecture that provides total flexibility and stability;
- fully automated and ready-to-use flow after the release;
- 2 months of free support after the project is finished.
Get all done in the shortest time possible
The Magento 2 Salesforce integration service is based on the ready-made Import and Export for Magento 2 solution, but with the full focus on your specific business requirements. Our experts consider the needs of your business logic and introduce a detailed integration scope.
Optimize business processes by better understanding your audience
In-depth optimization of all business spheres
Magento Salesforce integration will provide you with full transparency across your business ecosystem where all the applications seamlessly exchange data. The smart combination of tools and functionalities from both platforms will help you improve business relationships, increase customer retention, and drive sales.
Customer management
Automatically generate and maintain profiles for each customer. Understand your audience better through a detailed look at their needs and behavior on every step of customer journey.
Sales automation
Use insights from customer profiles to provide a more engaging shopping experience. Customize product suggestions based on previous orders or even location.
Reporting
Timely figure out possible bottlenecks in your sales funnel. Be flexible and react fast with reports on tasks, deals, goals, and forecasts available directly in the admin panel.
Optimize all business processes
Optimize business processes
by better understanding
your audience
Magento Salesforce integration will provide you with full transparency across your business ecosystem where all the applications seamlessly exchange data. The smart combination of tools and functionalities from both platforms will help you improve business relationships, increase customer retention, and drive sales.
Customer management
Automatically generate and maintain profiles for each customer. Understand your audience better through a detailed look at their needs and behavior on every step of customer journey.
Sales automation
Use insights from customer profiles to provide a more engaging shopping experience. Customize product suggestions based on previous orders or even location.
Reporting
Timely figure out possible bottlenecks in your sales funnel. Be flexible and react fast with reports on tasks, deals, goals, and forecasts available directly in the admin panel.
Automatically synchronize all important data
Supported entities
Synchronize all main entities required for a stable Magento Salesforce connector work:
Products
Categories
Customers
Subscribers
Companies
Orders
Prices
Campaigns
Quotes
Order lists
Shared catalogs
Custom entities
Want to synchronize other entities? Just drop us a line
Automatically synchronize all important data
Automatically synchronize
all important data
Synchronize all main entities required for a stable Magento Salesforce connector work:
Products
Categories
Customers
Subscribers
Companies
Orders
Prices
Campaigns
Quotes
Order lists
Shared catalogs
Custom entities
Want to synchronize other entities?
Just drop us a line.
The synchronization flow you get after the release
The business flow you get after the release
When the Magento and Salesforce integration is complete, you get a real-time bi-directional data synchronization that can be managed
according to your business needs. How it works on the Magento side:
Import & export all needed data
Use automatic profiles to quickly and securely transfer data between Magento and Salesforce platforms. Execute synchronization according to your needs: it can be scheduled, manual or event-based.
Apply data modifiers
Add special modifiers to flexibly fine-tune data for unification on both platforms (e.g. round product prices, capitalize names, remove HTML tags from product descriptions, etc.).
Use multiple filters
Add filters to synchronize the relevant data only. You can apply filtering for all entities you transfer and for both import and export processes. For example, import only completed orders, upload products made by Puma, export customers from Japan, etc.
Customization & mapping
Adjust imported and exported data with the flexible mapping system:
- customize file formats,
- add required entities and subentities,
- skip unnecessary fields,
- change the naming to join info in databases properly, and many more.
The business flow you get after the release
The synchronization flow you get after the release
When the Magento and Salesforce integration is complete, you get a real-time bi-directional data synchronization that can be managed according to your business needs. How it works on the Magento side:
Automatic profiles
Use automatic profiles to quickly and securely transfer data between Magento and Salesforce platforms. Execute synchronization according to your needs: it can be scheduled, manual or event-based.
Apply data modifiers
Add special modifiers to flexibly fine-tune data for unification on both platforms (e.g. round product prices, capitalize names, remove HTML tags from product descriptions, etc.).
Use multiple filters
Add filters to synchronize the relevant data only. You can apply filtering for all entities you transfer and for both import and export processes. For example, import only completed orders, upload products made by Puma, export customers from Japan, etc.
Customization & mapping
Adjust imported and exported data with the flexible mapping system:
- customize file formats,
- add required entities and subentities,
- skip unnecessary fields,
- change the naming to join info in databases properly, and many more.
Why do clients
choose Amasty?
For us, it is not just a project — it’s a win-win partnership for constant growth. The key benefits of the service that our customers like best are:
Fastest time-to-market
Using a ready-made solution for the Magento Salesforce CRM integration, helps us to deliver the project many times faster than our competitors. With 14+ experience in the e-commerce industry, we are aware of the challenges businesses face and have a proven plan on how to address them.
Full-cycle accountability
A dedicated manager will lead your project from start to finish gathering requirements, creating tasks, managing developers, delivering the result and performing post-integration support. As the process is fully transparent, you can always track statuses and adjust the scope of work.
Free post-release support
We understand that it will take a certain time for you to get used to the new business features. That is why we provide 2 months of free support after the release. During this period, a dedicated manager will answer all of your questions about new functionality and help you get the most out of it.
Why do clients choose Amasty?
Why do our clients choose us?
For us, it is not just a project — it’s a win-win partnership for non-stop growth.
The main benefits of the service that our customers like best are:
For us, it is not just a project — it’s a win-win partnership for non-stop growth. The main benefits of the service that our customers like best are:
Fastest time-to-market
Using a ready-made solution for the Magento Salesforce CRM integration, helps us to deliver the project many times faster than our competitors. With 14+ experience in the e-commerce industry, we are aware of the challenges businesses face and have a proven plan on how to address them.
Full-cycle accountability
A dedicated manager will lead your project from start to finish gathering requirements, creating tasks, managing developers, delivering the result and performing post-integration support. As the process is fully transparent, you can always track statuses and adjust the scope of work.
Free post-release support
We understand that it will take a certain time for you to get used to the new business features. That is why we provide 2 months of free support after the release. During this period, a dedicated manager will answer all of your questions about new functionality and help you get the most out of it.
Let’s discuss your integration project
Let’s discuss your
integration project
Fill out the form below, and our specialist will contact you within 24 working hours.
The first consultation is on us!
FAQ
Magento can integrate with Salesforce through various extensions and connectors. This allows for the synchronization of data such as customer information and orders between the e-commerce platform and the CRM system, streamlining business processes and improving customer experience.
Magento Salesforce integration connects the e-commerce platform to the CRM system through an extension. Users configure the extension, enabling bi-directional data synchronization of customer info, orders, products, and more. Customization allows for tailored workflows and automation, streamlining operations and enhancing customer management.
The Magento Salesforce connector acts as a digital bridge between your e-commerce platform and CRM system. It syncs data like customers, orders, and products, streamlining operations and improving customer management.
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