Connect WooCommerce with Salesforce Using the Sawfish Plugin

1. Connecting WooCommerce Forms to Salesforce
2. Displaying Salesforce Data in WooCommerce
3. Example Workflow
4. Conclusion

Connecting WooCommerce Forms to Salesforce

WooCommerce supports a range of form entry points—checkout fields, account registration, and product-specific or support forms (including forms created with popular builders). The
Sawfish Plugin enables two complementary capabilities:

• Push form submissions from WooCommerce (and integrated form builders) into Salesforce objects (Leads, Contacts, Cases, Opportunities, or custom objects).
• Pull Salesforce records into WooCommerce pages and account areas to create a unified, personalized customer experience.

Displaying Salesforce Data in WooCommerce

The Sawfish Plugin can pull real-time Salesforce data into your WooCommerce site so customers and staff can view live CRM information without leaving WordPress. Use cases include:

• Showing a logged-in customer’s related Salesforce records (contracts, service cases, warranties, license keys) on their account page.
• Embedding Salesforce-driven information directly on product pages (e.g., available service slots, partner installers, or inventory maintained in Salesforce).
• Creating a personalized dashboard that combines WooCommerce order data with Salesforce account or subscription details.

Example Workflow

1. A customer submits a “Request Installation” form on a WooCommerce product page (form can be native or from a form builder).
2. The Sawfish Plugin maps the form fields and pushes the submission to Salesforce, creating a Case or custom Installation record linked to the customer’s Contact.
3. When the customer returns and logs into their account, the Sawfish Plugin pulls the Case status and displays it in their account area so they can track progress in real time.

By integrating WooCommerce forms with Salesforce via the
Sawfish Plugin, you can capture structured form data into your CRM and present live Salesforce records inside your storefront. This two-way approach reduces manual work, improves visibility for support and sales teams, and delivers a more transparent, personalized experience for customers.