SalesforceIQ Connector For CS-Cart : This impressive extension integrates CS-Cart with SalesforceIQ, a CRM platform that makes enterprise-level intelligence affordable for growing businesses. It is the next generation extension revamping the features of eCommerce and SalesforceIQ platform.This connector lets you get new marketing prospects into your sales team’s hands instantly. By pulling CS-Cart user’s information into your SalesforceIQ list, you’ll arm your sales teams to qualify prospects faster and smarter than ever before.
Features and Benefits
- Is acting as bridge between CS-Cart and SalesforceIQ .
- In addition Provides real-time synchronisation of users.
- Provides synchronisation of users in lists at SalesforceIQ end.
- Moreover Automatically captures your interactions with customers, and analyses it to improve your relationships.
- Interactive design with brilliant user experience .
- Any number of users can be imported from CS-Cart to SalesforceIQ .
- Also Boost revenue of online marketers .
- Moreover Easy to use and manage at admin end.
How To Upload and Install
Go to “Manage add-ons”, click on “+” to upload and install the zip file as shown below.
Click on “Local” to browse the zip file and then click on “Upload & Install” as shown below in snapshot.
Once the addon is installed successfully, Click on “Manage” button to configure it as per the below screenshot.
Set the below mentioned parameters:
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- Enter SalesforceIQ API key.
- Enter SalesforceIQ Secret key.
- To know How To Create Custom Integration In SalesforceIQ please follow the steps as explained here http://webkul.com/blog/how-to-create-new-custom-integration-in-salesforceiq/
- Click on “Save” button to save the configuration settings.
Once the API keys are saved, Select the SalesforceIQ Account to synchronize the contact details of users at CS-Cart end and click on Save button to save the settings as shown below.
Admin End View
Go to “SalesforceIQ” Tab and click on “Contacts” as per the below screenshot.
How to Export/ Sync contacts :
- Select the contacts by clicking the checkbox provided.
- Click on Export Contacts to export the selected contacts at SalesforceIQ end
How to merge the contacts in desired SalesforceIQ List :
- Click on Go to Add List for merging contacts in SalesforceIQ list.
- Select the list where contacts need to be merged.
- Select the customer which need to be merged in the selected list.
- Click on Create button to merge/ sync the contacts.
How to Reset contacts :
- Click on Reset Mapping to reset all contacts as per the below snapshot.
View At SalesforceIQ End
Current Product Version - 1.0
Supported Framework Version - 4.2.x,4.3.x,4.4.x,4.5.x