How to Set Up BigCommerce Salesforce Integration for Seamless Operations

Introduction

eCommerce management extends beyond product listings and order processing. Effective communication between your online store and customer, sales, and inventory management systems is essential. Integrating BigCommerce with Salesforce streamlines operations, enhances customer experiences, and enables data-driven decision-making. This guide will walk you through the setup process, ensuring seamless integration and operation.

Read Also: How To Integrate BigCommerce And Google Shopping

Why Connect BigCommerce with Salesforce?

Before jumping into the steps, let’s understand why this integration matters.

BigCommerce handles your products, orders, and storefront. Salesforce manages your leads, customer relationships, and sales pipeline.

Combining them means:

• Real-time sync between orders and customer data
  
• Improved customer support and sales tracking
  
• Reduced manual data entry and human error
  
• Better decision-making with updated reports
  

In short, BigCommerce integration with Salesforce makes your entire business smarter and faster.

Step-by-Step Guide for BigCommerce Salesforce Integration

Option 1: Use a Third-Party Integration App

The easiest way to get started is by using a third-party app. 

Among the popular choices for third-party apps are:

• Salesforce Connector by Webkul: This app facilitates the seamless transfer of data between BigCommerce and Salesforce, automating tasks and eliminating manual data entry.
• Marketing Cloud Connector by Webkul: This app connects BigCommerce with Salesforce Marketing Cloud, enabling personalized marketing campaigns and targeted customer engagement.
• Zapier: A versatile integration platform that connects BigCommerce with Salesforce and numerous other apps, automating workflows and data synchronization.
• Automate.io: Another integration platform that offers pre-built integrations and customizable workflows to connect BigCommerce and Salesforce.

These tools provide user-friendly plug-and-play setups, simplifying the integration process. Users can easily map BigCommerce actions, such as new orders, to corresponding Salesforce actions, such as creating a new lead or updating customer information. This automation saves time and effort, ensuring efficient data synchronization and streamlined business operations.

Option 2: Use Middleware Platforms

Middleware platforms like MuleSoft, Jitterbit, or Workato offer more advanced control. These are best for larger businesses needing custom workflows and data validation.

You can build workflows like:

• Sync inventory updates every hour
  
• Create Salesforce tasks for abandoned carts
  
• Assign leads to reps based on order region
  Middleware platforms like MuleSoft, Jitterbit, and Workato are robust solutions that offer extensive control and customization, making them well-suited for large-scale enterprises with intricate operational requirements and data management needs. These platforms excel in orchestrating complex workflows and automating business processes, streamlining operations, and enhancing overall efficiency.
• For instance, within the realm of inventory management, these platforms can be employed to establish workflows that synchronize inventory updates on an hourly basis, ensuring that stock levels across various systems and channels remain accurate and up-to-date. This real-time visibility into inventory data empowers businesses to optimize their supply chain, prevent stockouts, and meet customer demand effectively.
• Moreover, these middleware platforms can be leveraged to automate marketing and sales processes. For example, workflows can be designed to create Salesforce tasks for abandoned carts, prompting sales representatives to follow up with potential customers and recover lost sales opportunities. By automating these routine tasks, businesses can free up valuable time and resources, enabling sales teams to focus on building relationships and closing deals.
• Additionally, these platforms can facilitate intelligent lead routing and assignment. Workflows can be configured to automatically assign leads to sales representatives based on the order region, ensuring that leads are directed to the most appropriate and knowledgeable team members. This streamlined lead management process can accelerate response times, improve lead conversion rates, and enhance customer satisfaction.
• Furthermore, these middleware platforms can integrate disparate systems and applications, enabling seamless data flow and communication across the enterprise. This unified data landscape facilitates data-driven decision-making, enhances collaboration, and fosters innovation. By breaking down data silos and promoting data accessibility, businesses can gain valuable insights into customer behavior, market trends, and operational performance.
• In conclusion, middleware platforms like MuleSoft, Jitterbit, and Workato offer a comprehensive suite of tools and capabilities to automate business processes, integrate systems, and orchestrate complex workflows. By leveraging these platforms, businesses can optimize operations, enhance customer experiences, and drive growth and innovation.

Option 3: Build a Custom Integration

There are several methods for integrating Salesforce with BigCommerce. Direct API integration provides the most control but requires coding knowledge and technical expertise. When choosing an integration method, consider cost, features, and support. Select the option that best suits your budget and technical capabilities.

Best Practices for Seamless Integration

To prevent encountering common problems during the BigCommerce Salesforce Integration process, it is essential to adhere to these recommended practices:

1. Meticulous Data Field Mapping:

It is imperative to establish a precise correspondence between data fields in BigCommerce and Salesforce. For instance, ensure that the “Email” field in BigCommerce is accurately mapped to the “Email” field in Salesforce. This meticulous mapping prevents data mismatches and inconsistencies, ensuring data integrity throughout the integration process.

2. Initial Testing with a Limited Dataset:

It is strongly advised against synchronizing your entire database at the outset. Instead, begin with a small subset of test records to verify the accuracy and reliability of the integration. This approach allows you to identify and rectify any potential issues before proceeding with a full-scale synchronization, minimizing the risk of data corruption or loss.

3. Implementation of Logs and Alerts:

Establishing a robust monitoring system with logs and alerts is crucial for proactively identifying and addressing synchronization failures. By closely monitoring the synchronization process, you can promptly detect and resolve any errors, ensuring uninterrupted data flow between BigCommerce and Salesforce.

4. Judicious Use of Two-Way Sync:

While two-way synchronization offers seamless data updates in both directions, it is essential to exercise caution and use it only when necessary. In certain scenarios, one-way synchronization may be a safer option to prevent data conflicts and maintain data consistency.

5. Maintenance of Data Hygiene:

Regularly purging outdated or duplicate records from both BigCommerce and Salesforce is vital for maintaining data hygiene. This practice ensures that the integrated systems operate with accurate and up-to-date information, optimizing overall performance and data quality.

Conclusion: 

The rewards of seamless operations and enhanced customer relationships are well worth the effort.Integrating BigCommerce and Salesforce is a strategic move that can significantly enhance your business operations. Connecting these e-commerce and CRM systems provides valuable insights and a unified customer view for your teams, leading to improved sales, marketing, and customer service.

While careful planning, configuration, and maintenance are required, the rewards of seamless operations and stronger customer relationships make the effort worthwhile.

BigCommerce Salesforce integration is a smart move for any growing eCommerce business. Whether you use a third-party app, middleware, or build your own, connecting your systems saves time, boosts accuracy, and enhances your customer journey.Integrating BigCommerce and Salesforce is a wise decision for any expanding eCommerce business. Connecting your systems, whether through a third-party app, middleware, or custom-built solution, will save time, improve accuracy, and enhance your customer experience.