Magento, now Adobe Commerce, is a feature-rich e-commerce platform used by mid-market and enterprise merchants who need deep customization. It supports complex catalogs, multi-store setups, and advanced B2B features. Connecting Magento to WellPlan syncs customers, orders, and product data into the CRM, surfacing each shopper as a contact with full purchase history. Workflows trigger from order placed, invoice generated, shipment created, or credit memo events to drive post-purchase email, SMS, and WhatsApp sequences. For high-volume stores, this turns Magento order data into actionable lifecycle marketing without custom code.
Functies
Common use cases
Drive cross-sell campaigns from order data
A B2B parts distributor on Magento tags customers by purchased product family. When a complementary product launches, only relevant accounts receive a targeted email, and their account managers get a WellPlan task to follow up by phone.
Send branded post-purchase sequences
A luxury retailer sends order confirmations, dispatch notes, and delivery follow-ups through WellPlan rather than Magento's default emails. Each touchpoint is fully designed and personalized, with the customer's order detail pulled from synced custom fields.
Re-engage dormant high-value accounts
An industrial supplier identifies accounts that have not ordered in six months but historically spend large amounts. A workflow alerts the account manager via Slack and queues a personalized SMS plus email cadence for the contact.
How setup works
- 1Have admin access to the Magento (Adobe Commerce) store you want to connect.
- 2Create an integration inside Magento's System > Integrations and grant the required API resources.
- 3Open WellPlan's Integrations settings, paste the access token and store URL, and confirm the connection.
- 4Map order, invoice, and shipment events to WellPlan workflows and run a test order to validate the sync.
Frequently asked questions
Does this work with both Magento Open Source and Adobe Commerce?+
Yes. The integration uses Magento's REST API, which is available on both Magento Open Source (the free, community edition) and Adobe Commerce (the paid, enterprise edition). Some advanced B2B features are only available on Adobe Commerce.
Will multi-store views sync into one WellPlan account?+
Yes. Multi-store and multi-website Magento setups can sync into a single WellPlan account, with workflows able to branch based on the originating store view. This lets multi-brand merchants centralize CRM while keeping store-specific messaging.
Does the integration support B2B price lists?+
Customer-specific pricing and B2B catalog data exposed through the Magento API can be referenced inside WellPlan custom fields and workflows. Heavily customized B2B setups may need a developer to map specific data points during initial configuration.
What about Magento 1?+
Magento 1 reached end of life in 2020 and is no longer officially supported by Adobe. The integration targets Magento 2 / Adobe Commerce. Merchants still on Magento 1 should migrate to a supported version before connecting any modern marketing tool.