Original price was: $299.00.$199.00Current price is: $199.00. / year
About this Product
CooSync, an innovative proprietary product meticulously crafted by Cooface, stands as the pinnacle solution for data synchronization between your website and Customer Relationship Management software (CRM). Our commitment is to empower you by seamlessly connecting these crucial elements of your digital infrastructure.
With CooSync, our goal is to unlock the full potential of your valuable customer data. This cutting-edge solution facilitates the smooth, bidirectional flow of information, ensuring that your CRM is always up-to-date with the latest data from your website, and vice versa.
What sets CooSync apart is not only its functionality but also its dedication to data security. We understand the importance of safeguarding your customer information. Therefore, CooSync is designed to keep all synchronized data within the confines of your pre-existing digital ecosystem. This ensures that your valuable data remains safe, secure, and completely under your control.
Experience the seamless synergy between your website and CRM with CooSync, a testament to Cooface’s commitment to innovation, data integrity, and the empowerment of your business processes. Elevate your data synchronization experience with us.
This plugin integrates WordPress with Salesforce, allowing you to sync records and data between your WordPress site and Salesforce CRM.
The plugin is compatible with most Salesforce editions, including Professional, Enterprise, and Unlimited. However, some features may require higher editions or specific Salesforce licenses.
Basic knowledge of WordPress and Salesforce is helpful, but the plugin is designed to be user-friendly with a straightforward setup process. Advanced features may require some familiarity with Salesforce configuration.
You can install the plugin directly from the WordPress plugin repository or by uploading the plugin file via the WordPress dashboard. Once installed, activate the plugin and follow the setup wizard to connect your Salesforce account.
No. Dive into the expansive capabilities of CooSync! Contrary to limitations, our platform is designed to synchronize orders seamlessly across all WooCommerce product types. Whether you’re dealing with simple products, variable products, grouped products, or any other product type within the WooCommerce ecosystem, CooSync ensures comprehensive synchronization. Embrace the versatility of our solution, as it effortlessly adapts to the diverse range of product types, providing you with a unified and efficient data integration experience. With CooSync, your orders are in sync, regardless of the WooCommerce product type, delivering unparalleled flexibility and reliability.
After installing the plugin, navigate to the plugin settings in your WordPress dashboard. You will need to enter your Salesforce credentials and authorize the connection to sync data between the two platforms.
The plugin requires API access and permissions to read and write data to Salesforce. Ensure that the Salesforce user account used has sufficient permissions to access the necessary objects and fields.
The plugin supports syncing various data types, including leads, contacts, accounts, opportunities, and custom objects. You can configure which data is synced and how often it is updated.
Yes, the plugin allows you to map custom fields from WordPress forms to corresponding fields in Salesforce, ensuring that all relevant data is captured and stored in your CRM.
The plugin offers both real-time and background sync options. Real-time sync ensures that data is immediately transferred to Salesforce when a user submits a form or updates information on your WordPress site.
Data synced from WordPress to Salesforce can be used in Salesforce reports, dashboards, and analytics. You can leverage Salesforce’s reporting tools to analyze the data captured via your WordPress site.
If data sync fails, check the plugin logs for error messages. Common issues include incorrect API credentials, insufficient Salesforce permissions, or network connectivity problems. If you need further assistance, contact support.
The plugin can be updated like any other WordPress plugin via the WordPress dashboard. Regular updates ensure compatibility with the latest versions of WordPress and Salesforce.
Refund policies vary depending on where you purchase the plugin. Please refer to the terms and conditions on the official website or the platform where you bought the plugin for more information.
