AestheticSource Streamlined Its Data Workflow with Webkul

AestheticSource is a leading distributor of advanced skin health products. The brand is trusted by clinics, dermatologists, and skincare professionals across the UK. Their online store isn’t just a place to buy products; it’s a vital hub that connects practitioners with world-class cosmetic brands and treatments.

But with growth, complexity arises in managing their data between Shopify and Salesforce. The team faced challenges in keeping records in sync across two platforms. It resulted in reducing the customer experience, and the leaders knew it was time for a smarter, connected system.

The Challenges of AestheticSource

AestheticSource needed their e-commerce platform to work hand-in-hand with Salesforce, their CRM platform. They weren’t just looking for a simple integration—they wanted data accuracy, automation, and transparency.

Their challenges were clear:

• Order Creation Gap: The orders created in Shopify weren’t flowing into Salesforce. They wanted their Shopify orders to be linked with the correct Account and Contact and marked as “Draft”.
• Status Updates Out of Sync: Completed orders at the Salesforce end were not updated at the Shopify end. This created confusion for teams who had to update statuses.
• Inventory Mismatch: Salesforce carried “Available Stock Level” for each product, but Shopify didn’t pull this data. The inventory displayed online didn’t always match the real stock, which risks overselling.
• Misalignment in SKU: Products needed to be tracked accurately at the SKU level. Without proper SKU mapping, order line items could mismatch, leading to fulfillment issues.
• Disconnected Payments: Payment terms in Salesforce weren’t syncing with Shopify orders. It created inconsistencies between contracts and invoices.

A Vision for Accuracy, Automation & Growth

The company sought a customized solution for its e-commerce and CRM systems, enabling them to communicate with each other. Their goals were clear:

• Orders flow into Salesforce automatically with correct links to Accounts and Contacts.
• Salesforce is driving fulfillment updates back into Shopify in real time.
• Inventory levels are always in sync, so customers see exactly what’s in stock.
• SKUs match perfectly between platforms for error-free fulfillment.
• Payment terms are consistent across both systems.
• A unified customer record that ties every order and invoice to the right business entity.

In short, automation, reliability, and alignment—all without adding manual work to the team.

Finding the Right Integration Partner: Webkul

AestheticSource discovered Webkul’s Shopify Salesforce Connector that fulfilled their requirements. The market-ready solution has a reputation for its reliability and flexibility, driven by Webkul’s expertise.

Furthermore, the Webkul team also worked closely with AestheticSource, mapping out every detail of their data flow. Because it wasn’t about just moving data; it was about building a system that fit their business processes perfectly.

How Webkul Built a Tailored Solution for AestheticSource

The result was a customized Shopify–Salesforce integration that fulfilled their every need:

• Automated Order Creation: Importing every Shopify order into Salesforce. Then, link it with the right Account and Contact and flag it as “Draft” to match AestheticSource’s order lifecycle.
• Two-Way Order Status Sync: When Salesforce marks an order as “Complete,” Shopify automatically updates the fulfillment status to “Fulfilled”. In this way, keeping customers informed and staff aligned.
• Real-Time Stock Sync: Salesforce’s Available Stock Level field exports directly into Shopify. Thus, ensuring the correct display of the inventory count in the store.
• Accurate SKU Mapping: Each Shopify SKU matches directly with Salesforce Order Products, eliminating fulfillment errors.
• Payment Terms Consistency: Updates to Invoice Terms in Salesforce instantly reflect in Shopify orders.

The Impact: Efficiency, Accuracy, and Customer Confidence

AestheticSource unlocked a new level of efficiency with the help of Webkul’s tailored solution:

• The orders are flowing into Salesforce without manual work.
• Inventory is now accurate, and the risk of stockouts or overselling has reduced.
• Customer receive timely updates on their fulfilled orders.
• Teams spend less time updating the data and more time focusing on growth.
• Every sale, invoice, and payment term is aligned with the right business account.

Conclusion

AestheticSource continues to deliver cutting-edge skincare products while Webkul ensures a smooth backend process. With the Shopify Salesforce Connector, they have built a foundation of trustworthy data, automated workflows, and streamlined customer experiences.

Businesses like AestheticSource are leveraging technology to deliver world-class products and maintain long-lasting client relationships.

Got complex Shopify–Salesforce sync needs? Webkul’s tailored connectors can help. Reach us at [email protected] or raise a ticket to discuss your integration journey.