WooCommerce and Zoho CRM Integration
Sync contact data and automate CRM actions. Connect WooCommerce and Zoho CRM. Run workflows.
Add or Update a Contact in Zoho CRM on a New Customer in WooCommerce
Add or Update a Lead in Zoho CRM on a New Customer in WooCommerce
Add or Update Customer in WooCommerce on a New Contact in Zoho CRM
Add or Update Customer in WooCommerce on a New Lead in Zoho CRM
Add or Update a Contact in Zoho CRM on a Modified Customer in WooCommerce
Add or Update a Lead in Zoho CRM on a Modified Customer in WooCommerce
Add To Campaign in Zoho CRM on a New Customer in WooCommerce
Add a Note in Zoho CRM on a New Customer in WooCommerce
Looking for something else?
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- New Customer
Triggers when there is a new Customer
- New Order
Triggers when there is a new Order. This will trigger for orders with any Order Status, such as, Completed, Cancelled, Failed, Refunded, etc.
- New Order Line Item
Triggers for each line item of a new Order.If there is a new Order with 5 Line Items, the bot will run 5 times, each time with the details of one of the Line Items
- New Product
Triggers when there is a new Product
- Modified Customer
Triggers when Customer data gets Modified or when new Customer is Created
- Order Status Changed
Triggers when the Order Status changes to the Selected Status, or when a new Order is created with the Selected Status
- New Contact
Triggers when a new contact is created
- New Lead
Triggers when a new lead is created
- New Invoice Line Item
Triggers once for each line item of a new invoice
- Modified Contact
Triggers when a contact is modified or a new contact is created
- New Potential
Triggers when a new potential is created
- New Invoice
Triggers When a new invoice is created
- Modified Lead
Triggers when a lead is modified or a new lead is created
- New Account
Triggers when a new account is created
- New Task
Triggers when a new task is created
- New Event
Triggers When a new event is created
- New Quote
Triggers When a new quote is created
- New Sales Order
Triggers When a new sales order is created
- Add or Update a Lead
Creates a new Lead or updates an existing Lead
- Add or Update a Contact
Creates a new Contact or updates an existing Contact
- Add or Update a Potential
Creates a new Potential or updates an existing Potential
- Add Line Item To Invoice
Add additional line items to an existing invoice
- Add or Update an Account
Creates a new Account or updates an existing Account
- Add a Note
add a note to an account,contact or deal
- Add an Event
Creates a new Event
- Add or Update an Invoice
Creates or updates an existing invoice
- Add a Task
Creates a new Task
- Add To Campaign
adds contact or lead to specified campaign
- Search Contacts
Searches for a contact based on Contact Id or Contact Email
- Search Invoices
Searches for a invoices based on Invoice Id or Contact Id or Account Id
- Search Leads
Searches for a lead based on Lead Id or Lead Email
- Search Deals
search deal based on deal name or deal id
- Search Accounts
search account based on account name or account id
- Search Products
search product based on product name or product id
- Add or Update a Quote
Creates or updates an existing quote
- Add or Update Customer
Add a new Customer or Update an existing Customer
- Add an Order
Add a new Order
- Add Order Line Item
Add Line Item to an existing Order
- Add or Update a Product
Add a new Product or Update an existing Product
- Add or Update a Product Variation
Add a new Product Variation or Update an existing Product Variation
- Search Customers
Search a Customer based on Email Address or Customer Id
- Update an Order
Update an existing Order
- Search Orders
Search for an existing Order
- Search Products
Search for an existing Product
- Search Product Variantions
Search for an existing Product Variantion
Create your custom integration by selecting the Trigger event and Action to be performed.
Connect WooCommerce and Zoho CRM with your other apps and run workflows across them.
Trigger workflows automatically when things happen in any of the apps.
Zoho Integration Examples
Zoho Books Integration with Payment Gateway
This video explains how Zoho Integration with 3rd Party Payment Gateway works.
WooCommerce Integration with Zoho Books and Zoho Inventory
Here is one of our projects where we integrated WooCommerce with Zoho Books and Zoho Inventory:
1. The purchaser information will be sent from WooCommerce to Zoho CRM/Books
2. If the contact/account does not already exist in Zoho Books, we will create it
3. If the contact/account does exist, we only add the Sales Order to the contact in zoho Books. (Then this will sync with Zoho CRM and Zoho Inventory). SKU’s sync between Woocommerce and Zoho books and crm
4. If the person who places the order matches with an existing lead (email matching) in the CRM, then convert the lead via API to Contact & Account. Then, create the Contact & Account in Zoho Books and add the Sales Order to it.
5. In sales orders in books and crm create a drop down field with values: Direct Sales, Phone Order, and Drop Ship. For all orders coming from WooCommerce set the value to Direct Sales.
6. Zoho Inventory is already integrated with CRM and Books. Please test the system so that when the item is sold the number of available items in the inventory is deducted by 1.
7. The web-form on home page (www.inergysolar.com) will be integrated with Zoho Campaigns.
Integration between Acuity and Zoho
WooCommerce and Zoho Integration
WooCommerce will be integrated with Zoho crm/books/inventory. In this integration:
– The purchaser information will be sent to Zoho CRM/Books
– If the contact/account does not already exist in Zoho, we will create it
– If the contact/account does exist, we only add the Sales Order to the contact in zoho Books. (Then this will sync with Zoho CRM and Zoho Inventory). SKU’s sync between Woocommerce and Zoho CRM
– If the person who places the order matches with an existing lead in the CRM, then convert the lead via API to Contact/Account. Then, create the Contact/Account in Zoho Books and add the Sales Order to it
– The Sales Order will contain the order that was possessed by wooCommerce
– All products purchased and their specifications are line items in the SalesOrder
– Sales Orders will be shown/listed under contacts/accounts in CRM
– Zoho Integration with WooCommerce bring all your orders including customer and item information to Zoho platform in real-time.
Zoho CRM Integration with Google Calendar
Zoho Corporation offers a vast assortment of products that can increase productivity and eliminate confusion when a person is working. One such product is the Zoho CRM product. CRM is a series of features that allow business owners and customer service personnel to keep in touch with the business’s customers, obligations and appointments. CRM programs help people to store their customers’ information like their phone numbers, product purchases, call-ins, credit card information, address and contact information and more. People can now experience Zoho CRM integration with Google calendar. It’s an experience that proves that putting things together works quite well sometimes.
The integration makes operations go smoothly and provides the business with easy access to its customers and clients. Many features are available in this system. One of the most important features is the ability to schedule the synchronization of one’s calendar events between Zoho CRM and Google calendar. The user can update the calendar events by using either program, and both systems will automatically update. Some additional capabilities that Zoho CRM has within Google calendar are features such as pop-up reminders and guest additions. The system can also take up to 5,000 contact entries the first time the person uses the system to sync. Subsequent synching actions can take up to 500 entries. Learning how to use Zoho integration with Google calendar is simple, and it helps business owners to stay in the loop about the process that they have to partake in with their clients. It’s a helpful tool for setting up sales calls, consultations, check-ups and the like. To get started with the integration, the user has to allow the syncing to take place. App authorization is always necessary for processes like that. Once the user gives the programs permission to sync with each other, CRM gets a whole lot better.
Zoho CRM Integration with Mailchimp
Your Zoho customer relationship management, or CRM, tool is very important, and the Zoho brand offers a large variety of apps that help you with the day to day running of your business. Zoho can helps you track and manage your data, and this is why it is vital to incorporate Zoho CRM integration with Mailchip. This is not only possible to achieve, but it is very easy to do so as well.
What is Mailchimp?
Zoho CRM integration with Mailchimp is something that is offered through the email service to work seamlessly with their platform. Mailchimp is a leading provider of email solutions that includes the management of subscription lists for companies who understand the value of building their email list. This is because the email list is not controlled by any outside business, algorithm, or third party, and because it can be leveraged into producing leads and generating sales. Zoho CRM integration with Mailchimp is a powerful way to combine the functionality of your email service with Zoho’s management capabilities.
Importance of Sales Data
Zoho Mailchimp integration also provides users with the data they will need in order to produce competent sales materials. It allows for the collection and analysis of data so that companies can best determine their customers habits and values. The end result will be more sales for the company and greater effectiveness in the marketplace.
Zoho Integration With Mailchimp
Once Mailchimp and Zoho are installed, Zoho CRM integration with Mailchimp can be done in a few easy steps on the Mailchimp site. It will be necessary to choose which sync option your prefer, bulk or selective sync, and you can choose whether you want this to be updated on a daily or on a weekly basis. You will need to choose your settings, and you can then add your lists and your contacts. From there, you’ll receive notifications alerting you to changes within your email list, and you can choose your preferences with this function as well.