Zoey Salesforce integration

Take self-service orders via Web, and salesperson-driven orders via app, with Zoey B2B Commerce for Salesforce

Zoey B2B Commerce makes it easy to take orders from buyers via the web, and for salespeople to create orders on behalf of your buyers, all within a solution that can smoothly communicate with Salesforce as your data hub.

Zoey helps you get up and running quickly, by not only making it easy to set up your various business rules, including customer segmentation around pricing, catalog and more, but also easily link to your Salesforce installation to move data seamlessly back and forth between the two systems.

Data Flow To/From Salesforce

Accounts & Customers

Two-way data flow between Salesforce and Zoey

Product Data (after initial link)

Two-way data flow between Salesforce and Zoey

Orders

Two-way data flow between Salesforce and Zoey

Invoices & Payments

Two-way data flow between Salesforce and Zoey

Shipments & Tracking Info

Two-way data flow between Salesforce and Zoey

Credit Memos/Refunds

Two-way data flow between Salesforce and Zoey

Cancellations

Two-way data flow between Salesforce and Zoey

Key Capabilities of Zoey & Salesforce

  • Map any Salesforce Object to Zoey Products, Orders, Customers or Quotes
  • Ability to set the direction and schedule for synchronization
  • Support for Salesforce Relational and Formula fields
  • Two-way order workflows ensures orders placed are reflected in both systems
  • Take orders offline with the Zoey App and sync once back online

Zoey Will Help You Integrate with Salesforce

As part of Zoey’s unique onboarding support process, we will work directly with you to get your Salesforce account integrated with Zoey to ensure your business operations will be supported from day one. 

 

We don’t require you to acquire third-party integration software or an outside team to link your Zoey account to Salesforce or maintain things as your business evolves; we’ll take care of that as part of your subscription.

Ready to START?

Our customer success team would love to help you find the best order management solution or ecommerce flow to help you grow and expand your sales.

Fill out the form to request a personalized demo of Zoey.
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Ready to START?

Ready to START?

Fill out the form to request a personalized demo of Zoey.