Order management solution for the Freshsales CRM, built with WooCommerce.
The Freshworks CRM and WooCommerce is an order management solution built for the Freshsales CRM and powered by WooCommerce.
The integration utilizes the order database of your WooCommerce store and displays them on the Freshworks CRM.
This allows your agents to view a customers’ order history and associated information for targeting, retargeting, and campaign management purposes, straight from the Freshworks CRM platform.
For each order, the integration opens up a modal on your Freshworks CRM portal which displays the following information:
. Order status
. Order date
. Billing address
. Shipping address
. The product name, quantity, tax amount, currency used, and the overall total
. Shipping discounts and taxes
By providing your agent with the details of a customer’s order history details directly from the Freshworks CRM, you are simultaneously providing them with the necessary data required for targeting, retargeting, and managing their sales efforts.
. Visit Freshsales > 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.