OpenDor Media Switch to WooCommerce-Salesforce Integration
OpenDor Media is a nonprofit on a mission to connect the next generation with Jewish heritage, history, and culture.
Through brands like Unpacked and Unpacked for Educators, they reach millions of people via their website, podcast, and social media.
With this reach, they needed to run their operations seamlessly, but the story became a bit different with their data.
There was a huge inconsistency and misalignment in their e-commerce and CRM data.
Challenge: The Systems Were Not Communicating
OpenDor Media was using WooCommerce to sell their digital and educational products and Salesforce to manage customer relationships.
Each platform was doing its job well. The issue was that neither of them knew what the other was doing.
Every time a customer placed an order on the WooCommerce store, that information stayed there. It did not move into Salesforce on its own. Someone on the team had to do it manually.
Over time, this created a set of real, recurring frustrations:
- Manual data entry: Orders, user details, product information, and categories all had to be re-entered into Salesforce by hand.
- Inconsistent CRM records: The team working out of the CRM had no real-time picture of who was buying, what they were buying, or when.
- Duplicate customer records: The team had to enter the data manually. This makes the same customer often end up appearing more than once in Salesforce.
- No visibility of orders in CRM: The team member had no way of knowing what the customer had recently ordered in Salesforce. That gap made follow-ups harder and relationship management less effective.
The Goal: One Source of Truth
OpenDor Media had a clear and specific requirement.
They wanted to get their WooCommerce and Salesforce platforms talking to each other in real time.
The sync needed to cover four key data types: Orders, Users, Products, and Categories. And it had to work both ways.
Changes made in Salesforce should reflect in WooCommerce, and changes made in WooCommerce should instantly appear in Salesforce.
Why OpenDor Media Chose Webkul
The Webkul WooCommerce Salesforce Connector was built exactly for this scenario. There was no need for custom development or workarounds.
The connector could easily handle real-time, two-way sync between WooCommerce and Salesforce.
OpenDor Media chose Webkul because the solution matched their requirements precisely. And the Webkul team had the experience to set it up correctly from the start, without any back and forth.
Solution: Clean, Real-Time, Two-Way Sync
The Webkul team set up the integration with a focus on accuracy and reliability.
- Real-time sync: After this configuration, a new order in WooCommerce shows up in Salesforce immediately. An update made in Salesforce reflects back in WooCommerce without any delay.
- Objects synced: Orders, Users, Products, and Categories are all part of the sync. Nothing falls through the gaps.
- Field mapping: Every piece of data lands in the right place in Salesforce. Order details map to the correct fields, customer records are structured properly, and product information comes through cleanly.
- Duplication Filter: The integration identifies existing records and updates them rather than creating new ones. This ensures a clean and consistent Salesforce database.
The Impact: After Connecting the Two Platforms
With the sync live, OpenDor Media’s operations changed in practical, immediate ways.
- The team no longer spends time on manual data entry. Orders, user records, and product data flow independently.
- Salesforce records are now accurate and current. That visibility makes a real difference in how they manage relationships and follow-ups.
- The duplicate record problem went away. With the integration handling data consistently, each customer has one clean record in Salesforce.
Conclusion
OpenDor Media came in with a straightforward need and left with a setup that just works.
Their WooCommerce store and Salesforce CRM now stay in sync, freeing the team from the kind of manual work that slows organizations down.
Webkul built the connector, configured the sync, and made sure everything ran cleanly before going live.
Running WooCommerce and Salesforce separately?
Reach out to us at support@webkul.com or raise a ticket, and we will help you find the right setup for your business.