Description
CS-Cart SalesforceIQ Connector links CS-Cart with SalesforceIQ. It lets admins sync customer data with Salesforce Contacts. Store owners can send customers from CS-Cart to SalesforceIQ, add new Contacts, and update existing ones. The module also keeps Contact links between both systems.
The module syncs customer data when a customer is added or changed in CS-Cart. It checks the customer email in Salesforce. If the same email is found, it updates that Contact. This helps prevent duplicate Contacts.
The admin can set up the SalesforceIQ connection with the Client ID, Client Secret, and Domain URL. Admins can send selected customers to SalesforceIQ and view Salesforce Contact IDs. They can also clear Contact mapping and manage customer data from the CS-Cart admin panel.
This module gives store owners an easy way to sync customer data with SalesforceIQ. It also makes Contact management easier, helping keep customer records up to date and reduce duplicate records.
Also, check out our CS-Cart AWS Speed and Security Optimization, which helps improve your CS-Cart site speed and security for a better shopping experience.
Highlighted Features
Easy SalesforceIQ Integration
Link CS-Cart with SalesforceIQ using simple connection details.
Customer Contact Synchronization
Sync CS-Cart customer data with Salesforce Contacts.
Avoid Duplicate Contacts
Find existing Salesforce Contacts by matching the customer's email address.
Automatic Contact Updates
Update Salesforce Contacts when customer data changes in CS-Cart.
Easy Contact Export
Send selected CS-Cart customers to SalesforceIQ as Contacts.
Contact ID Mapping
Keep Salesforce Contact IDs linked with CS-Cart customers.
Reset Contact Mapping
Clear Salesforce Contact mapping from the admin panel when needed.
Simple Admin Management
Manage customer synchronization and SalesforceIQ settings from the CS-Cart admin panel.
Why Do We Need CS-Cart SalesforceIQ Connector?
CS-Cart SalesforceIQ Connector lets store owners link their CS-Cart store with SalesforceIQ. It helps sync customer data with Salesforce Contacts.
Admins can send customer data to SalesforceIQ. The module also syncs data when users are added or changed. It uses the customer email to find existing Salesforce Contacts, which helps avoid duplicate records.
This add-on helps keep Contact links up to date. Admins can view Salesforce Contact IDs and clear mappings. They can also manage synced customers from the CS-Cart admin panel.
For a faster and smoother checkout, you can also check out the CS-Cart Single Seller Checkout add-on.
Use Cases
eCommerce Stores
Sync customer data with Salesforce Contacts for easy use.
Multi-Vendor Marketplaces
Manage customer records in CS-Cart Multi-Vendor and SalesforceIQ.
Customer Data Management
Keep customer data up to date in both systems.
CRM Management
Manage CS-Cart customer data through Salesforce Contacts.
Existing Contact Management
Update old Salesforce Contacts and help avoid duplicate records.
Bulk Customer Synchronization
Send many CS-Cart customers to SalesforceIQ as Contacts.
Contact Mapping
Keep Salesforce Contact IDs linked with CS-Cart records.
Customer Updates
Sync changed customer data with Salesforce Contacts.
SalesforceIQ Connection Settings
The admin can set up SalesforceIQ from the Settings tab.
- The admin can enter the Client ID for the Salesforce app.
- The admin can enter the Client Secret for the Salesforce app.
- The admin can enter the Domain URL used to link with SalesforceIQ.
- After adding the details, click the Save button.
Manage Customer Contacts
The admin can manage customer contact data and Salesforce Contact mapping from the customer list.
- The admin can view the customer ID, name, email, date, user type, and Contact ID.
- The admin can select customers and send their data to SalesforceIQ.
- The admin can clear the Salesforce Contact mapping when needed.
- The admin can view the Salesforce Contact ID linked to each CS-Cart customer.
Synchronized Salesforce Contacts
The synced customer data can be seen in the Contacts section of Salesforce.
- The admin can view synced customer names and email addresses.
- The admin can view and manage synced customer records in Salesforce.
- The customer records stay linked with their CS-Cart contacts.
CS-Cart SalesforceIQ Connector Support -
For any query or issue please create a support ticket here http://webkul.uvdesk.com
You may also check our other top-quality CS-Cart Modules.