Sync order data of your customers from WooCommerce into Freshworks CRM.
WooCommerce for CRM app integrates customers’ order data from your WooCommerce store onto
Freshworks CRM so sales people can view all information about customers at one place, allowing them
to be more strategic with their sales activities.
The integration syncs the order database of your WooCommerce store and displays them on the
This allows sales agents to view a customer’s order history and associated information for targeting,
retargeting, and campaign management purposes.
For each order, the integration opens up a modal on your Freshworks CRM portal which displays the
. Order status
. Order date
. Billing address
. Shipping address
. The product name, quantity, tax amount, currency used, and the overall total
. Shipping discounts and taxes
. Visit Freshworks CRM > Apps > Custom Apps
. Navigate or search for the “WooCommerce” integration.
. Install the integration
. Once installed, go to the Settings tab
. On Settings, click on Custom Apps, and you will notice the WooCommerce integration installed.
. Copy and paste the URL of your WooCommerce site
. Enter the Consumer Key and Consumer Secret
Consumer Key and Consumer Secret:
. Visit your WooCommerce Dashboard
. Navigate to WooCommerce > Advanced
. In the advanced tab click on REST API
. Click on the “Add key” button to create a new API key
. Under Key Details, enter the key’s description, User, and Permissions.
. Click on Generate API key
. A new page will open up with the Consumer key and Consumer secret
. Copy both the keys and remember NOT to refresh the page since the key generates only once.
. When all the fields are filled in, click on Validate to configure the product.
. From the side dashboard, click on Leads
. Click on the icon mentioned in the image below to view your order information.
. Click on any one of the orders to open up the Order Information Modal.