5 Benefits of Integrating Salesforce CRM with Magento 2 for Your Business

December 8, 2022 | Author: Ashley Brown

Businesses manage massive amounts of data. And this data could include customer information, transaction information, demographics, purchase histories, etc. This data is from various sources, including software, systems, apps, and tools. When companies use this data for customer experiences, users and the company benefit. As a result, integrating Salesforce CRM with Magento 2 can help your company organize data, gain insights, and more. They require a proactive approach combined with long-term strategies that allow them to access their data. Let’s closely look at the benefits and integration procedure.

Magento 2 salesforce CRM integration

 An overview of Salesforce CRM 

Salesforce is a cloud-based CRM that can assist businesses of all sizes. Furthermore, this single platform handles sales, marketing, and analytics. CRM provides firms with various solutions based on the cloud. And this helps to engage diverse aspects to meet customer expectations. Integrating Salesforce CRM with Magento 2 can also provide numerous benefits. It also allows for efficient communication by segregating operations between teams and avoiding complications. Salesforce is unquestionably the market leader in CRM.

Benefits of integrating Salesforce CRM with Magento 2 

Here are some advantages you’ll get with the Salesforce CRM and Magento 2 integration:

1. Process automation 

You can automate account information in a single user-friendly approach. It also assists in staying current with changes in customer behavior through automated notifications for tracking details. You can influence your customers if you know who they are. Furthermore, the data import and export, products, customer data, and invoices ensure an uninterrupted cycle with less administrative involvement. Take assistance from Magento integration services for more professionalism. 

2. Sales Increase 

Next, we come down to another profit in the ultimate integration. By integrating Salesforce CRM with Magento 2, it synchronizes the data and manages orders without additional issues. Moreover, it boosts customer satisfaction, reaches credibility, and increases revenue. To make purchases more user-friendly, offer an optimized purchasing process and one-touch payments. 

Also Read: Magento 2 ERP Integration: A Definitive Guide You Must Follow

3. Marketing Engineering

This integration allows you to plan your marketing campaigns based on customer response data. It helps in the creation of carefully crafted promotions from each user gesture. Furthermore, Magento 2 salesforce integration services help to create direct communication to provide the best services possible through various channels, such as social media. Prevent customer issues with superior AI-powered forecasting. All these many other possibilities are built into the robust marketing segment of the Salesforce CRM and are now available for your Magento 2 store. 

4. Customer Support Improvement 

By integrating Salesforce CRM with Magento 2, you can manage all your contacts and collect vital customer information. And make it available to anyone in your organization that requires it. It ensures that your employees have access to all the information they need about customers and provides a better customer experience. 

5. Insights and Reporting 

Now coming down to the last profit of this integration. The integration lets you collate, tabulate, and customize data in reports for unique needs. All reporting centers around customer needs, enabling your team members to make decisions keeping customers front and center. 

Ways to integrate Salesforce CRM with Magento 2 

CRM integration can happen in multiple ways: 

  • Companies can use single services or products from one provider and integrate every tool automatically.  
  • Developers can also write code quickly for systems to communicate. But this can lead to confusion with updates and new integrations. 
  • You can use APIs, which are reusable and serve a variety of purposes or hire Magento 2 developer for technical guidance. 

Here are some ways to integrate Salesforce CRM with your Magento 2 website: 

1. Magento 2 Salesforce CRM integration extension 

The integration extension connects Salesforce to your Magento 2 store. Additionally, it syncs database updates from your store to Zoho CRM and vice versa. 

2. Magento 2 integration service 

You can hire Magento 2 developer to help you with the integration. And will investigate the workflow, prepare data, implement, and test the result after analyzing your requirements. You can do almost nothing with this option. 

3. Third-party integration service 

Many third-party services are available to assist you in integrating CRM with your existing Magento 2 stores. However, these third-party Magento 2 salesforce integration services frequently charge a monthly fee. And it will severely reduce your profit if your Magento business is small or in its early stages. You can always use Magento 2 integration services to handle the CRM integration process. 

4. Magento 2 CRM extensions 

These extensions are to connect the CRM platform with your Magento 2 store. The extension synchronizes updates in the customer database from your store to the CRM platform. The fee varies from free to around $400, but you only need to pay it once. 

Integrate Salesforce CRM with Magento 2 via an extension 

Here are some step-by-step guides to Magento 2 via extension: 

Step 1: Get information in Salesforce 

Register a Salesforce CRM account. 

After registering, select App Manager> New connected app. Enter all the details. 

View to see all your Consumer Key, Secret, and Security Token information.  

Besides, you’ll see the Callback URL field. Save all this information to use in the next step.  

Integrating Salesforce CRM with Magento 2 via an integration service 

It is not wise to use readymade integration extensions. Because this won’t fit your specific business needs. You should have a wide range of customizations for integrations. And that’s where integration helps you! 

But taking help from Magento 2 developer to handle the technical and professional tasks. You can save money and time and make integration successful. And you can even use Magento 2 with APIs with new opportunities and fewer expenses. Besides Salesforce CRM, you can use intense knowledge and experience in other integrations. 


These integrations can reap many benefits for your business. For more consideration, consult Magento 2 development company for your projects.  


1. How does CRM work with other systems? 

CRM integration links each application to your CRM platform, allowing data to flow to, from, and between them. 

2. Why is integration such a critical component of a successful CRM? 

CRM integrations can help businesses streamline communication between departments while also lowering the cost and time spent gathering data. 

3. What are the most significant challenges in salesforce integration? 

Mapping of data. 

Auto-ID generation. 

Data Transfer.