Vet Trade Stopped Entering Data Twice. Here’s How.
Vet Trade is a France-based company with a very specific and demanding market.
They source, refurbish, and sell high-precision flexible endoscopes and ultrasound equipment to healthcare institutions worldwide.
Every product they handle carries significant value and requires careful attention. Their PrestaShop store managed: product listings, customer accounts, and incoming orders.
And, Salesforce CRM handled: tracking leads, managing follow-ups, and keeping the sales team aligned.
On paper, the setup looked complete. In practice, neither platform knew what the other was doing.
The Challenge: Two Platforms, Two Separate Realities
Running a B2B operation in the medical equipment space means the stakes around data accuracy are higher than in most industries.
An order that does not appear in the CRM until someone manually enters it is a gap in visibility that the sales team simply cannot afford.
Vet Trade was working with that reality, and the business felt the consequences across its operations.
- New customer registrations on PrestaShop were not visible in Salesforce until someone manually transferred them.
- Abandoned carts generated no automatic record in the CRM. The data existed in PrestaShop but went nowhere.
- When a customer finally placed an order, the CRM had no automatic way of knowing. The team was often working off outdated information during follow-ups.
- Product updates made in Salesforce did not reflect in the PrestaShop store without a separate manual process.
- There was no intelligent way to deal with duplicate records. The same person could exist as a lead and a customer in Salesforce, with no link between the two records.
The manual workload was constant, and the risk of error only increased as transaction volume grew.
The Requirements: Precise, Practical, and Purpose-Driven
Vet Trade came to Webkul with a clear picture of what they needed. They wanted data sync between their two platforms with specific conditions attached to each flow.
- They did not want every Salesforce product to sync with PrestaShop. Instead, a checkbox on each product record in Salesforce that, when checked, would trigger the sync to PrestaShop.
- A Lead record had to be created in Salesforce when a new customer was registered in PrestaShop, using the email to check whether one already existed.
- When a cart was abandoned, that too should generate a Lead, with the cart items captured in a related custom object.
- Handling lead conversion intelligently by searching for a matching Contact by email and Account by company name. If neither is found, then only create new records.
Why Vet Trade Chose Webkul
Vet Trade was looking for a prebuilt solution that could handle the exact combination they were running. And a team that understood the nuances of both.
The Webkul PrestaShop Salesforce Connector was purpose-built for this setup.
More importantly, the Webkul team had the experience to configure it around Vet Trade’s specific business logic.
The Solution: Intelligent Data Flows, Built Around Their Business
The Webkul team configured the connector with careful attention to each requirement.
Conditional Product Sync
A custom checkbox was added to product records in Salesforce. In this way, products sync to PrestaShop when the checkbox is enabled.
New Customer Registration as Lead
Every new registration on the PrestaShop store automatically creates a Lead in Salesforce. An email is used to check for an existing record before creating one, preventing duplicates.
Abandoned Cart Capture
Abandoned carts now generate a Lead record in Salesforce, with each item from the cart stored in a custom related object.
Smart Lead Conversion on Order
After confirming payment for placing an order, the system triggers a structured conversion process – creating a new record only when no match exists, keeping CRM data clean and consistent.
The Impact: A CRM That Finally Reflects the Business
The change was immediate and tangible. Once the connector went live, Vet Trade’s Salesforce CRM began reflecting what was actually happening in the store.
- The sales team can now open any Lead or Contact record in Salesforce and see the full picture.
- Abandoned carts are no longer invisible. They are now active signals that the team can follow up on.
- Lead conversion happens automatically and intelligently. The risk of duplicate records is now gone.
- Salesforce directly controls product listings in PrestaShop.
- The manual data transfer process that once consumed time every day is no longer part of the workflow.
Conclusion
Vet Trade had two capable platforms. What they lacked was the connection between them.
Webkul provided that connection. The PrestaShop Salesforce Connector brought the two systems together in a clean, consistent, and long-lasting way.
Is your PrestaShop store and Salesforce CRM still running as two separate systems?
Reach out to the Webkul team at support@webkul.com or raise a ticket. We will take you through the right configuration — step by step.