Want to automate important parts of your WooCommerce workflows? With these WooCommerce Zapier recipes, you’ll be able to automatically save new orders to Google Sheets, add customers to your CRM, receive notifications, and more.
In this article, we’re going to introduce you to eight WooCommerce and Zapier ‘recipes’ and tell you what you need to set them up.
Let’s get cooking!
- 1 A quick introduction to Zapier
- 2 Eight WooCommerce Zapier integrations to improve your store
- 2.1 1. Save WooCommerce orders to Google Sheets
- 2.2 2. Add WooCommerce customers to HubSpot
- 2.3 3. Add buyers to an email list
- 2.4 4. Automatically send emails to new buyers
- 2.5 5. Receive Slack messages for new WooCommerce orders
- 2.6 6. Create sales receipts for your orders
- 2.7 7. Set up Trello cards for new purchases
- 2.8 8. Receive a scheduled summary of orders via Gmail
- 3 Conclusion
A quick introduction to Zapier
We’ve talked about WordPress and Zapier integrations in the past, so you’re probably already familiar with the service. In a nutshell, Zapier enables you to link ‘apps’ or platforms using what they call recipes.
Zapier recipes are made up of two components: a trigger and an action. Typically, a trigger occurs on platform A, which causes an action on platform B.
For the rest of this article, we’re going to focus on WooCommerce and Zapier integrations. This means WooCommerce will be our platform A, and we’ll show you how Zapier enables you to connect it to a broad range of third-party services.
Eight WooCommerce Zapier integrations to improve your store
For each WooCommerce/Zapier integration on this list, we’ll link you to their official setup guide and break down the specific triggers and actions you want to look for. Let’s start with spreadsheets!
1. Save WooCommerce orders to Google Sheets
Millions of businesses rely on spreadsheets to keep track of new orders. If you’re one of them, you can use Zapier to connect WooCommerce with Google Sheets.
With this integration, every time someone makes an order on your website, Zapier will add the information to a new row on a master spreadsheet. It’s easy to set up and perfect if you want to take advantage of Google Sheets’ advanced functionality to organize your sales data.
- Trigger: New order
- Action: Create spreadsheet row
2. Add WooCommerce customers to HubSpot
Customer relationship management (CRM) tools are key if you want to keep track of user information and leads, while closing more sales. With this software, you can easily store all of your customer’s contact information and keep detailed notes on file.
In most cases, when you make a sale, you already ask customers for their contact information. This recipe takes the data and uses it to generate a new HubSpot contact. If you’re already using HubSpot as your CRM of choice, it’s a lifesaver.
- Trigger: New order
- Action: Add contact to list (on HubSpot)
3. Add buyers to an email list
Many times when making a purchase, you’ll be asked if you want to join a website’s email list too. Since there’s already a level of trust, you’re more likely to say “Yes,” so it’s a sure-fire winning strategy.
Adding a contact form to your checkout is relatively simple. With Zapier, it becomes even easier thanks to ready-to-go recipes. For example, you can automatically add new customers as contacts on ActiveCampaign and also achieve the same result on Mailchimp.
- Trigger: New order (plus email signup confirmation)
- Action: Create/update contact (on ActiveCampaign)
4. Automatically send emails to new buyers
If you don’t like the way WooCommerce handles email notifications for new orders, you can use Zapier to create your own. Zapier offers built-in email functionality, so you can configure it to send custom emails when someone makes a purchase.
When it comes to WooCommerce, Zapier can pull all the info for new sales, and include it within an alert email. With prompt notifications, you can tackle orders faster.
- Trigger: New order
- Action: Send outbound emails
5. Receive Slack messages for new WooCommerce orders
If you work as part of Slack-centered team and use Slack to keep track of orders, Zapier can help. With this recipe, WooCommerce can automatically post new order information to Slack.
To help with organization, we recommend you set up a dedicated channel for orders. As such, people who need to stay in the loop can join and receive notifications without spamming everyone else.
- Trigger: New order on WooCommerce
- Action: Send channel message
6. Create sales receipts for your orders
Bookkeeping is perhaps one of the most complex aspects of running an online store. If you rely on a third-party service, such as QuickBooks, to help you generate and keep track of receipts, Zapier can come in very handy.
With this integration, you can automatically generate receipts for existing customers using QuickBooks. However, keep in mind that you’ll need a QuickBooks account for this to work.
- Trigger: New order
- Action: Create sales receipt
7. Set up Trello cards for new purchases
If you use a service such as Trello to stay on top of new tasks, you’re going to love this integration. Zapier can take new orders and generate individual cards for each of them on a specified Trello board.
Ideally, you’ll have different boards for orders that need extra attention, those in transit, and more. This means you can see the orders you need to pay attention to at-a-glance.
- Action: New order
- Trigger: Create card (on Trello)
8. Receive a scheduled summary of orders via Gmail
We previously talked about how to configure Zapier so you can receive email alerts for new WooCommerce orders. If you don’t want to receive individual emails, you can set up purchase summaries for specific time periods.
With Zapier, you can compile a WooCommerce ‘digest’ that is sent via Gmail. The summary can go out daily, weekly, monthly, based on your specifications.
- Trigger: Compile WooCommerce orders within a specific time period
- Action: Send email
As you can see, most WooCommerce Zapier integrations revolve around new orders. This is because handling sales efficiently is the best way to keep customers happy and have them return for future purchases.
With Zapier, you can easily organize all your sales data using free tools such as Google Sheets and various email clients. If you rely on premium third-party services (for basically anything), Zapier supports most popular options too, and offers you ready-to-go recipes.
Finally, if you’re looking for some other ways to improve your WooCommerce store, check out our collection of the best must-have WooCommerce plugins and other free Zapier alternatives.
And if you want to consider some other ways to automate WordPress with Zapier, we collected ten useful WordPress Zapier recipes, as well.
Are you considering Zapier to help you automate tasks in WooCommerce? Tell us how in the comments section below!