Salesforce

Salesforce helps businesses manage customer relationships, track leads, and streamline sales processes. With CartGenie’s Zapier integration, you can automatically send new customer and order data from your store into Salesforce – giving your team the visibility and tools they need to nurture relationships and close more deals.

Whether you’re running B2B ecommerce or managing a high-touch sales funnel, this integration ensures that your ecommerce activity feeds directly into your CRM workflows.

Key Benefits

• Automated lead creation – Instantly add new customers or prospects into Salesforce as leads or contacts.
• Track purchase history – Keep a full record of what each customer bought and when.
• Customizable workflows – Trigger Salesforce automations based on CartGenie events.
• Unified customer profiles – Combine ecommerce behavior with your existing Salesforce data.
• Improved team coordination – Give sales and support teams real-time insights into ecommerce activity.

How it works

With Zapier, you can create Zaps that trigger from CartGenie events like “New Customer,” “New Order,” or “Subscription Created.” When triggered, the Zap sends structured data (like customer name, email, order details, and total spend) directly into your Salesforce account.

You can choose to create a new Lead, update an existing Contact, or populate a custom object depending on your workflow. From there, Salesforce automations can take over – assigning leads to team members, triggering follow-up sequences, or flagging VIP customers.

This integration helps you maintain a seamless bridge between online purchases and your broader sales or account management strategy.