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11Jun, 2019

Salesforce Marketing Cloud and Magento Integration – Building a Seamless Workflow

Author Kasyapa Malladi Category

Building long-lasting relationships with customers are key to success in any business. The modern customer focuses on every interaction that takes place with your online store, right from browsing to delivery. Each interaction connects the customer to your store on a deeper level where they can feel satisfied with their association with your business.

If you have a Magento 2 store, then you know synchronizing your e-Commerce store with a CRM platform can significantly help in generating more leads, maintaining accurate data on existing and potential customers and foster greater customer relationships. And what better CRM integration than with Salesforce?

Magento provides flexibility and scalability to sellers for their e-Commerce business. You can build a store the way you want with the help of the open-source code feature of the platform. Salesforce is one of the most used CRM platforms with a focus on marketing automation and analytics. It provides extensive functionalities like sales, customer service, lead generation, marketing, and productivity. It is a versatile platform with an intuitive interface to facilitate quick actions, fewer errors and save time. Salesforce Magento combination will enable sellers to sell successfully.

What are the Benefits of Salesforce Magento integration?

Salesforce Magento integration can accelerate efforts to drive repeat sales. The Salesforce Magento 2 integration is capable of pulling customer information from Magento, and stores it into Salesforce, helping Magento store owners to automate their marketing and advertising campaigns and retargeting to encourage customers to make repeat purchases or buy more. Retailers can use customer, purchases, and product information, and predictive information provided by the complex coding to set up campaigns to increase customer lifetime value and engage with them throughout their customer journey.

When retailers have access to important customer data, it enables them to make the right decisions with respect to their advertising endeavors to increase income and customer engagement. Retailers can make their own advanced sections that are then pushed into Salesforce depending on the product, purchases, and customer information, along with custom fields that are relevant to your business, and create automated triggers.

Platforms like Salesforce marketing cloud enable retailers to harness the depth of their client information. Salesforce Marketing Cloud enables retailers to target customers with email marketing and personalized messages.

With Magento, retailers can manage multiple online stores from one dashboard. SalesForce CRM stores client information from each source. Salesforce Magento integration consolidates such information to give these advantages:

  • Synchronize bi-directionally: Your brand engages with customers via social media, through your site, at retail locations, and through advertising campaigns. Whenever Magento and SalesForce work independently, client information can be neglected or is erroneously handled by human hands. After Salesforce Magento 2 integration, when a client orders through Magento store, their data gets stored in SalesForce. Similarly, Magento can also access data from SalesForce in real time.
  • Improve the customer experience: Users see the latest, most updated data and advertisers get insights through user behavior on Magento. After cart abandonment by customers, Salesforce Magento 2 integration sends them customized emails using data from SalesForce CRM.
  • Nurture more leads: More information means improved understanding into customer behavior, purchase patterns and transactions. Salesforce Magento integration store information on what was successful and what prompted lost deals.

Data to Synchronize with Salesforce Magento 2 Integration

Product Details

The product information is vital for any store. By synchronizing the Magento 2 and Salesforce platform, eStore owners can successfully manage the product related information like creating new products, changes in product parameters, changes in product categories, etc. This gives way to the scope of the automation of this information management and better operational efficiency.

Customer Information

Customer information is a critical part of the eStore information management. In a B2B scenario, the customer information can be seamlessly transferred from the Salesforce platform to Magento 2. This enables the seamless handover of the account from a prospect stage to a customer stage. Additionally, it enables the customer service team to operate on accurate and real-time data.

Order Data

This information is relevant especially in scenarios where the scope for customization of products is high. Salesforce is a robust platform to capture the complete details of the order. Custom integration can enable the same details to be seamlessly transferred to Magento 2. This enables a reduction in manual effort, an increase in the accuracy of data and customer experience.

Campaign Data

Marketing campaigns are vital to keeping the customers up to date on the offers. For online store owners to derive maximum value out of campaigns, they have to customize the campaign to each and every customer. To do this automatically, the Magento 2 Salesforce integration can provide the necessary data. Empowered with this data, online marketers can start creating campaigns based on customers’ data points like previous purchases, frequency and amount of purchases, specific market driver, etc.

Salesforce Magento 2 integration is a completely customizable service, and any entity can be added according to seller requirements.


Salesforce is a powerful platform. With the recent developments in the platforms, the adoption has skyrocketed and e-commerce users increasingly prefer Salesforce Cloud Platform. We helped a major hair product company build a custom workflow based on Salesforce, Magento and Dynamics GP. This customer has clients who are loyal to the brand for more than two decades. With the help of the custom workflow we provided, they were able to manage their business. To more about our work with them or to know how to make the most of your Salesforce Cloud, contact us today.

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Salesforce Marketing Cloud and Magento Integration – Building a Seamless Workflow