SalesforceIQ Connector extension allows you to do real-time synchronization of all your customer database from Magento 2 to SalesforceIQ.
OverviewBack to top
SalesforceIQ is customer relationship management (CRM) software from Salesforce. The SalesforceIQ automatically tracks and analyzes the day-to-day interactions with customers. It is particularly useful for sales and business development, the SalesforceIQ platform creates a centralized address book for the team.
SalesforceIQ Connector extension allows you to do real-time synchronization of all your customer database from Magento 2 to SalesforceIQ. It will sync name, email, contact number, and address to the SalesforceIQ contacts list automatically. The admin can view the all the mapped customers' list with customer ID and SalesforceIQ ID with sync date.
An active SalesforceIQ account is needed for using this extension. You need to create custom integration in SalesforceIQ for getting API Key and API Secret. To view the pricing details of SalesforceIQ or to signup for a free trial, please click here.
Use Case of SalesforceIQ Connector -
SalesforceIQ connector is useful for transferring customers database with SalesforceIQ. Instead of adding and managing customer records individually, the extension will do the task. It will export and sync all the customer data with SalesforceIQ Contact list.
Features of SalesforceIQ Connector -
- Provides real-time synchronization of customers.
- Updates new customers to contact list at SalesforceIQ.
- Sync any amount of data to SalesforceIQ.
- View mapped customers list from the store.
- Reset all the mapping data.
- Select SalesforceIQ list and account to sync.
- Enable/disable auto-synchronization.
- Select customers to synchronize.
Workflow of SalesforceIQ Connector -
After the module installation, the admin needs to do the module configuration. Enter the API credentials, then test the connection. Select the default list and accounts of SalesforceIQ for synchronization. To enable auto-synchronization, select Yes option.
Now, all the customer's data will be exported to SalesforceIQ contacts automatically.
To view mapped contacts at SalesforceIQ, login to your account and then go to Contacts. Whenever a new customer is added to store its data will be mapped with SalesforceIQ contacts also.
Benefits of SalesforceIQ Connector -
SalesforceIQ acts a bridge between Magento 2 store and SalesforceIQ CRM platform. It will help in increasing the number of leads and sales conversion.
Release NotesBack to top
- Compatible with Open Source (CE) : 2.1
- Stability: Stable Build
-------------------------------- Version 2.0.0 -------------------------------------
+ Admin can synchronize all customer to salseforceIQ contact list.
+ Real time synchronization of customers detail.
+ Admin can delete all the synchronization.
+ Admin can do real time synchronization of the customer from configuration.