How WAND Digital Aligned BigCommerce and Salesforce Workflow

WAND Digital helps businesses in their growth journey. Their team works with businesses that use technology to reach customers and scale faster.

They relied on BigCommerce for online commerce and Salesforce for customer relationships. Both were essential, but they weren’t talking to each other.

Orders, quotes, and customer records were piling up because of this disconnect. Teams moved data manually, and nothing stayed in sync.

WAND Digital wanted both platforms aligned without constant manual work. That is why they turned to Webkul.

The Challenges of WAND Digital

WAND Digital needed its store and CRM to stay in sync. But the communication gaps between their CRM and e-commerce slowed daily operations.

• Customer records weren’t connected. Sales teams created accounts in Salesforce, but those accounts didn’t appear in BigCommerce. Sometimes the teams created the same record twice.
• Opportunities didn’t become quotes. Deals in Salesforce didn’t generate quotes in BigCommerce. Moving customers toward purchase required extra steps.
• Order updates were hard to track. BigCommerce orders didn’t appear in Salesforce, leaving sales teams unsure whether a deal had closed.
• Product variants caused mismatches. The old setup handled only base products. That’s why variants broke quote accuracy.

Each gap introduced friction, and the team was entering data manually on tasks that should have been automatic.

A Vision for a Connected System

WAND Digital didn’t just want data to move between systems. They wanted both platforms to work as one. They needed:

• Salesforce accounts are to appear in BigCommerce automatically.
• Opportunities to generate quotes instantly.
• Order progress in BigCommerce to update deal stages in Salesforce.
• Quotes and orders to sync on a schedule.
• Products and variants to map without errors.

The goal was to reduce manual work and free up more time for customers.

How Webkul Built a Tailored Solution for WAND Digital

WAND Digital partnered with Webkul to build a tailored BigCommerce–Salesforce integration.

Webkul didn’t apply a generic fix. They mapped every detail from customer records to order statuses to match how WAND Digital’s team actually worked.

• Account to Company Sync: New Salesforce accounts automatically create matching companies in BigCommerce. Both systems always recognize the same customer.
• Opportunity-to-Quote Conversion: Salesforce opportunities instantly generate BigCommerce quotes. Sales teams turn deals into purchases without any manual effort.
• Quote Sync: Quotes updated in BigCommerce sync back to Salesforce on a schedule.
• Order Status Updates: BigCommerce order changes now update Salesforce opportunity stages.
  • Pending order → Pending stage
  • Completed, shipped, or fulfilled → Closed Won
• Auto Quote Creation: New Salesforce opportunities automatically generate quotes with line items. Teams can see where products are being used through a custom component.
• Variant Support: Webkul added support for product variants. Quotes now capture the exact configuration the customer selected.

The Impact: A Smoother Workflow

WAND Digital now runs with far less manual work.

Records stay consistent. Opportunities become quotes. Orders update the pipeline. Variants map correctly.

Now, the teams had to spend less time on manual work and more time closing deals.

Conclusion

Webkul keeps WAND Digital’s backend systems friction-free while they focus on client growth.

The BigCommerce–Salesforce integration delivers reliable data flow, clear deal visibility, and a smoother customer journey.

This enabled them to spend less time managing the data and more time delivering results.

Need a BigCommerce–Salesforce integration? Webkul builds solutions tailored to your workflow. Contact us at [email protected] or raise a ticket to get started.