In this tutorial, you will learn how to create and configure a connection between CopeCart and Salesforce via Zapier.
To make Zapier know it should "listen" to your product sale process at CopeCart, you need to create a Webhook. In other words, you need to establish a mechanism of notifying the system that something has happened.
To do that, go to your Zapier account and follow the next steps:
- Go to the Zaps menu.
- Click on a Make a New Zap button.
- Scroll down to the Built-In Apps list and select an option Webhooks by Zapier.
- Choose Catch Hook as a trigger event and click on Continue.
What you just did is created a Webhook Endpoint. It is a unique address where the specific messages will be sent to when a specific action happens.
Next, you need to configure an IPN connection between Zapier and CopeCart so that every time when the product is purchased, CopeCart would send a notification to the Webhook Endpoint.
To do that, open your CopeCart home page in a new tab, click on your username in the upper-right corner, and proceed to the IPN connections:
Create and name a new Generic IPN integration:
Now you need to tell CopeCart to send notifications to the Webhook Endpoint you have created at Zapier. To do that, simply copy the Webhook URL from Zapier to the Notification URL field at CopeCart, enter a secret key, and press Save changes:
Go to the Product edit page and enable an IPN integration with Zapier:
Then, go to the product Checkout page and proceed to the Test order—fill in the fields with whatever user information you want, select a payment plan and a Test payment option, and click on the Order now button:
You have just completed a test order. Now, switch back to Zapier and proceed to the next step by clicking on the Continue button. You will be redirected to the test step. We strongly recommend you to proceed to test by clicking on Test & Continue. If the integration between CopeCart and Zapier works, you will be redirected to the next step:
Next, you should configure an interface between Zapier and Salesforce. To do that, follow the next steps:
- Select a Salesforce app.
- Select an action that will be triggered in Salesforce by product purchase at CopeCart.
In this example, creating a new record will be used. You can use any of the available options, naturally.
- Choose a corresponding Salesforce account and click on the Continue button.
Next, you need to customize your Record created at Salesforce. Since it allows a lot of customizations, you can choose whichever you'd like.
In this example manual, a new Task will be created with the corresponding parameters selected from drop-down lists:
Always test your connection after you've made any changes to the configuration.
Next, you can go to your Salesforce account to check if the connection between Zapier and Salesforce functions as expected: