woocommerce to zoho

WooCommerce Docs

Documentation, Reference Materials, and Tutorials for your WooCommerce products

Add WooCommerce Customers to Zoho CRM

Add new WooCommerce customers to Zoho CRM as contacts with Zapier .

Prepare your accounts ↑ Back to top

Install Zapier: To connect your WooCommerce store to Zapier, ensure that you have the WooCommerce Zapier extension installed. Learn more about WooCommerce on Zapier at Getting Started with Zapier and WooCommerce .

Zoho CRM Auth Token: To link Zoho CRM to WooCommerce using Zapier, you need to generate an Auth Token . Learn more about Zoho CRM on Zapier at Getting Started with Zapier and Zoho CRM .

Note: Zoho CRM requires a Last Name to add a contact.

Connecting your accounts ↑ Back to top

1. Copy and paste the provided URL into the Webhook URL field on your WordPress dashboard.

2. Click the Ok, continue button.

3. Connect your Zoho CRM account by providing an Auth Token.

4. Match the fields from WooCommerce with the fields in Zoho CRM. This specifies how your customer’s details will be used to create a contact.

5. Click Save + Finish to complete the Zap.

6. Test the Zap to make sure it works.

Once you’re satisfied, WooCommerce customers can be added as contacts to Zoho CRM!

FAQ ↑ Back to top

How do I make changes?

If you want to alter the Zoho CRM and WooCommerce integration, go to your Zapier dashboard and tweak anything you wish.

What else can I do with WooCommerce on Zapier? ↑ Back to top

Check out everything that’s possible with WooCommerce on Zapier , plus other ways to connect Zoho CRM and WooCommerce .

Relevant Links

Installing and Activating WooThemes Licenses

How to Get Help

WooCommerce – the most customizable eCommerce platform for building your online business.

Description

Easily create leads, contacts, accounts, deals or any object in Zoho when an order is placed via WooCommerce. Learn more at crmperks.com

How to Setup

  • Go to WooCommerce -> Settings -> Zoho tab and add new account.
  • Go to WooCommerce -> Zoho Feeds tab , create new feed.
  • Map required Zoho fields to WooCommerce Order fields.
  • Send your test entry to Zoho CRM.
  • Go to WooCommerce -> Zoho Logs and verify, if entry was sent to Zoho CRM.

Connect Zoho Account

Connect Zoho CRM Account to WooCommerce store by simply oauth 2.0 authentication. Plugin supports multiple Zoho accounts.

Fields Mapping

Easily map WooCommerce Order fields to any Zoho Object(Contact, Account, Lead, Deal, custom module etc) fields.

Export Event

Choose event, when WooCommerce Order data should be sent to Zoho CRM. For example , send WooCommerce Order to Zoho CRM on Order Completion.

Primary Key

Instead of creating new Object(Contact, Account, Lead, Deal, custom module etc) in zoho CRM, you can update old object by setting Primary Key field.

Error Reporting

If there is an error sending data to Zoho CRM, an email containing the error details will be sent to the specified email address.

CRM Logs

Plugin saves detailed log of each WooCommerce Order sent (or not sent) to Zoho CRM and easily resend an Order to Zoho CRM.

Export Logs as CSV

Easily export Zoho Logs(WooCommerce Orders sent or not sent to Zoho) as a CSV file for bookkeeping, and accounting purposes.

Full Synchronization

All Woocommerce Orders are fully synchronized with Zoho. If you update/delete/restore an order that order will be updated/deleted/restored in Zoho CRM.

Filter orders

By default all Woocommerce orders are sent to Zoho CRM, but you can apply filters & setup rules to limit the orders sent to Zoho CRM.

Send Data As Notes

Send one to many WooCommerce Order fields data as an object(Contact, Account, Lead, Deal, custom module etc) Note in zoho CRM.

Assign Objects

An Object(Contact, Account, Lead, Deal, custom module etc) created/updated by one feed can be assigned to the Object created/updated by other feed.

Premium Version.

WooCommerce Zoho Plugin has a Premium version which comes with several additional benefits.

  • Zoho Custom fields.
  • Zoho Phone Number fields.
  • Add a lead to campaign in Zoho CRM.
  • Assign owner to any object(Contact, lead , account etc) in Zoho CRM.
  • Assign object created/updated/found by one feed to other feed. For example assigning a contact to a custom Zoho object.
  • Track Google Analytics Parameters and Geolocation of a WooCommerce customer.
  • Lookup lead’s email using popular email lookup services.
  • Verify lead’s phone number and get detailed information about phone number using phone lookup services.

Premium Addons

We have 20+ premium addons and new ones being added regularly, it’s likely we have everything you’ll ever need.View All Add-ons

Want to send data to other crm

We have Premium Extensions for 20+ CRMs.View All CRM Extensions

Screenshots

  • Connect Zoho CRM Account.
  • Map Zoho CRM Fields to WooCommerce Order fields.
  • Zoho CRM logs.
  • Send WooCommerce Order to Zoho CRM.
  • Get Customer’s email infomation from Full Contact(Premium feature).
  • Get Customer’s geolocation, browser and OS (Premium feature).

WooCommerce Zoho integration

Easily integrate WooCommerce Orders to Zoho CRM with free WooCommerce Zoho Plugin. Connect Zoho account and map WooCommerce Orders fields to Zoho object fields. You can integrate WooCommerce order to Zoho CRM Contact, Lead, Account, Deal or any custom module.

woocommerce and zoho connector

Easily connect woocommerce to zoho crm with this free woocommerce and zoho connector. If you need all features then use woocommerce and zoho crm connector pro which comes with lot of additional features.

zoho and woocommerce

Woocomerce is free and open source ecommerce plugin and basic features of Zoho crm are free. You easily can connect zoho and woocommerce with woocommerce and zoho crm connector pro.

How zoho and woocommerce integration works

This free zoho crm woocommerce plugin can create/update any object(contact,account,lead, product etc) in Zoho crm when an Order is placed in Woocommerce.

Contributors & Developers

“WooCommerce Zoho Integration” is open source software. The following people have contributed to this plugin.

Description

The Connector for WooCommerce and Zoho CRM plugin automatically adds the customer as a contact and/or lead in your Zoho CRM account whenever an order is placed in WooCommerce.

  • Add customers as contacts and/or leads in Zoho CRM when they place an order in your WooCommerce store.
  • Optionally update contacts and/or leads for customers with existing records in Zoho CRM.

A pro version with the following additional features is also available:

  • Add order details (product names and quantities) as a note to the contact and/or lead corresponding to the customer.
  • Create a potential based on the order and linked to the customer’s contact record (if one was found or created).
  • Manually send individual orders to Zoho CRM from the Order Actions menu on the Edit Order page.
  • Manually send orders to Zoho CRM individually or in bulk from the order list.

If you like this free plugin, please consider making a donation.

Installation

  1. Click “Plugins” > “Add New” in the WordPress admin menu.
  2. Search for “Connector for WooCommerce and Zoho CRM”.
  3. Click “Install Now”.
  4. Click “Activate Plugin”.

Alternatively, you can manually upload the plugin to your wp-content/plugins directory.

Alternatively, you can manually upload the plugin to your wp-content/plugins directory.

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