CRM integration
Sync Magento 2 with Salesforce CRM
Keep customers, orders and activity aligned across your store and your sales team — automatically, in both directions.
The problem
Your store and your CRM hold two versions of the truth. New customers and orders in Magento never reach Salesforce on time, your sales team works from stale data, and someone exports a CSV every week to paper over the gap.
- Customers and orders re-entered into Salesforce by hand or weekly CSV.
- Sales working from out-of-date contact and order history.
- Duplicate and conflicting records across the two systems.
The solution
We build a two-way integration between Magento 2 and Salesforce. New customers and orders flow to the CRM as they happen, and the updates your sales team makes flow back — with clear rules for which system wins on a conflict.
One reliable record, everywhere. Sales see live order history against each contact; your store stays the source of truth for commerce. No more weekly exports, no more duplicates.
How it works
Map objects & ownership
We align Magento customers and orders to your Salesforce objects and agree which system is authoritative for each field.
Build the two-way sync
A resilient pipeline with retries, idempotency and de-duplication so records stay consistent and nothing double-posts.
Go live & monitor
We roll out behind a health view, watch the first syncs together, and hand over fully documented.