BigCommerce + Salesforce

Connect BigCommerce and Salesforce to Unify Commerce and CRM Data

Sync orders, customers, and products between BigCommerce and Salesforce to run smarter sales and actually deliver on customer experience.

Why integrate BigCommerce and Salesforce?

BigCommerce and Salesforce are two of the most capable platforms in their respective categories — one running ecommerce operations, the other managing customer relationships at scale. When they operate in silos, sales teams can't see purchase behavior, support agents handle cases without order context, and marketers guess at personalization instead of using real buying data. Integrating BigCommerce with Salesforce through tray.ai closes that gap, so commerce and CRM data moves freely across your business.

Automate & integrate BigCommerce & Salesforce

Use case

Sync BigCommerce Orders to Salesforce as Opportunities or Orders

Every time a customer places an order in BigCommerce, tray.ai can automatically create or update a corresponding record in Salesforce — whether that's an Opportunity, Order, or custom object. Your sales and account management teams get full visibility into purchase activity without leaving Salesforce. Revenue attribution, pipeline reporting, and forecasting all get more accurate when ecommerce transactions flow directly into your CRM.

Use case

Create and Update Salesforce Contacts from BigCommerce Customers

When a new customer registers or completes a purchase in BigCommerce, tray.ai can automatically create or update their Contact or Lead record in Salesforce with details like email, shipping address, phone number, and purchase history. Duplicate detection logic keeps CRM data clean even as your customer base grows — no manual imports, no CSV uploads.

Use case

Trigger Salesforce Marketing Campaigns Based on BigCommerce Purchase Events

Use BigCommerce order events — first purchase, repeat purchase, high-value order — as triggers to enroll customers into targeted Salesforce Marketing Cloud or Pardot journeys. tray.ai listens for these commerce events and routes the right customer data to the right campaign at the right time. The result is personalized post-purchase sequences, loyalty outreach, and upsell campaigns driven by actual buying behavior.

Use case

Sync Product Catalog from Salesforce to BigCommerce

For businesses that manage product information, pricing, or SKUs in Salesforce, tray.ai can push updates directly to the BigCommerce catalog whenever changes occur. New products, price adjustments, or inventory updates in Salesforce show up on the storefront in near real time, so you're not entering the same data twice. This is especially useful for B2B merchants using Salesforce CPQ or custom pricing models.

Use case

Escalate BigCommerce Order Issues to Salesforce Service Cloud Cases

When a BigCommerce order is flagged — failed payment, return request, fulfillment delay — tray.ai can automatically create a Case in Salesforce Service Cloud and assign it to the right support team. All relevant order details, customer history, and product information are included from the start, so agents aren't hunting for context before they can help.

Use case

Update Salesforce Account Records with BigCommerce B2B Order Data

For B2B merchants, company-level orders from BigCommerce should show up on the corresponding Salesforce Account, not just individual Contacts. tray.ai maps BigCommerce company data to Salesforce Accounts and updates order totals, product categories, and purchase frequency on each account record automatically. Account managers always have current intelligence on their accounts without chasing the ecommerce team for data.

Use case

Push Salesforce Customer Segment Updates Back to BigCommerce

When your CRM team updates customer segments, tiers, or tags in Salesforce — promoting a customer to VIP status, flagging an account as at-risk — tray.ai can reflect those changes in BigCommerce customer groups or price lists. This lets you drive storefront experiences from CRM intelligence, like showing exclusive pricing to high-value segments or restricting access to accounts in collections.

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BigCommerce & Salesforce Challenges

What challenges are there when working with BigCommerce & Salesforce and how will using Tray.ai help?

Challenge

Matching Customers Across Both Platforms Without Duplicates

BigCommerce and Salesforce each maintain their own customer identifiers, making it hard to reliably match the same person across both systems. Without careful deduplication logic, integrations create duplicate Contacts, split order histories, and pollute CRM data — especially when customers use multiple email addresses or guest checkout.

How Tray.ai Can Help:

tray.ai has built-in conditional logic and data transformation tools that let you define custom matching rules — by email, phone, external ID, or a combination — before writing any data to Salesforce. You can configure upsert operations that update existing records when a match is found and only create new ones when no match exists, keeping your CRM clean at scale.

Challenge

Handling High-Volume Order Events Without Data Loss

Fast-growing BigCommerce stores can generate thousands of orders per day, and a basic webhook integration can miss events during traffic spikes, API rate limit windows, or momentary downtime. A dropped order event means a missing Salesforce record, which affects reporting, attribution, and customer follow-up.

How Tray.ai Can Help:

tray.ai uses durable, queue-backed workflow execution that processes every BigCommerce event reliably even during high-volume periods. Built-in retry logic means transient API failures are automatically retried, and failed records appear in the tray.ai dashboard for review rather than getting silently dropped.

Challenge

Mapping Complex BigCommerce Order Data to Salesforce's Data Model

BigCommerce orders contain nested structures — line items, shipping options, discounts, custom fields, and product metadata — that don't map cleanly to standard Salesforce Order or Opportunity objects. Custom Salesforce orgs with unique field configurations add another layer of complexity that makes point-to-point integrations brittle.

How Tray.ai Can Help:

tray.ai's visual data mapper and JSONPath expression engine make it straightforward to transform nested BigCommerce payloads into the exact field structure your Salesforce org expects. You can map to standard or custom objects and fields without writing custom code, and update the mapping easily as your Salesforce schema evolves.

Challenge

Keeping Bidirectional Sync From Creating Infinite Update Loops

When data flows in both directions between BigCommerce and Salesforce, a change in one system triggers an update in the other, which can trigger another update back — creating an infinite loop that floods both systems with redundant API calls and corrupts records.

How Tray.ai Can Help:

tray.ai gives you fine-grained control over trigger conditions and workflow logic, so you can implement guard clauses that detect whether a change originated from the integration itself before propagating it further. Source-of-truth rules and conditional branching prevent circular updates while still keeping both systems in sync.

Challenge

Maintaining Sync Across Salesforce Sandbox and BigCommerce Staging Environments

Enterprise teams need to test integration changes safely before deploying to production, but managing separate workflow configurations for BigCommerce staging and Salesforce sandbox environments is error-prone and time-consuming. Accidentally pointing a test workflow at production data can overwrite real customer records.

How Tray.ai Can Help:

tray.ai supports environment-level configuration management, so you can define separate credential sets and environment variables for staging and production. Workflows can be promoted across environments through a controlled deployment process, ensuring that testing against sandbox systems never touches live BigCommerce or Salesforce data.

Start using our pre-built BigCommerce & Salesforce templates today

Start from scratch or use one of our pre-built BigCommerce & Salesforce templates to quickly solve your most common use cases.

BigCommerce & Salesforce Templates

Find pre-built BigCommerce & Salesforce solutions for common use cases

Browse all templates

Template

BigCommerce Order to Salesforce Order Sync

Automatically creates a Salesforce Order record — including line items, pricing, shipping details, and customer information — every time a new order is placed in BigCommerce. Handles both new customer creation and existing customer matching to keep data clean.

Steps:

  • Trigger when a new order is created in BigCommerce via webhook
  • Look up the customer in Salesforce by email to find or create a Contact/Account
  • Create a new Order record in Salesforce with all line items and order metadata

Connectors Used: BigCommerce, Salesforce

Template

New BigCommerce Customer to Salesforce Lead or Contact

When a new customer account is created in BigCommerce, this template checks for an existing Contact or Lead in Salesforce and either creates a new record or enriches the existing one with the latest ecommerce data.

Steps:

  • Trigger on new customer registration event in BigCommerce
  • Search Salesforce for an existing Contact or Lead matching the customer email
  • Create a new Salesforce Contact or update the existing record with BigCommerce customer data

Connectors Used: BigCommerce, Salesforce

Template

BigCommerce High-Value Order to Salesforce Opportunity

Monitors BigCommerce for orders exceeding a defined revenue threshold and automatically generates a Salesforce Opportunity for sales follow-up, flagging the deal for account executive review and firing an internal Slack or email notification.

Steps:

  • Trigger on new BigCommerce order and evaluate order total against a configurable threshold
  • Create a new Salesforce Opportunity linked to the matching Account or Contact
  • Send an internal notification to the assigned sales rep via email or Slack

Connectors Used: BigCommerce, Salesforce

Template

Salesforce Contact Update to BigCommerce Customer Sync

Keeps BigCommerce customer records current by pushing Contact field updates from Salesforce back to the corresponding BigCommerce customer profile, so address, phone, and segment data stays consistent across both platforms.

Steps:

  • Trigger on Contact field update in Salesforce using a polling or streaming event
  • Map updated Salesforce fields to the corresponding BigCommerce customer attributes
  • Update the BigCommerce customer record via API with the latest contact information

Connectors Used: Salesforce, BigCommerce

Template

BigCommerce Refund or Return to Salesforce Case Creation

Automatically opens a Salesforce Service Cloud Case whenever a refund or return is initiated in BigCommerce, populating it with order details, customer history, and return reason so support agents can act immediately without manual research.

Steps:

  • Trigger on refund or return event in BigCommerce
  • Retrieve full order and customer details from BigCommerce API
  • Create a new Case in Salesforce Service Cloud with all relevant context and assign to the support queue

Connectors Used: BigCommerce, Salesforce

Template

Daily BigCommerce Revenue Summary to Salesforce Campaign Performance

Runs a scheduled daily job that aggregates BigCommerce order revenue by campaign source or coupon code and logs the results against the corresponding Salesforce Campaign record, enabling closed-loop marketing attribution reporting.

Steps:

  • Trigger on a daily schedule and query BigCommerce Orders API for the previous day's transactions
  • Group revenue totals by coupon code or UTM source parameter
  • Update the matching Salesforce Campaign records with actual revenue and conversion metrics

Connectors Used: BigCommerce, Salesforce