SYNC YOUR WOOCOMMERCE STORE DATA OVER ZOHO CRM TO TRACK, MANAGE TO ANALYZE IT WITHOUT ANY HASSLE
Woo Zoho CRM Integration plugin syncs your WooCommerce data as Products, Contacts, Deals, and Sales Orders over Zoho CRM.
Note– Our plugin is dedicated to CRM functions only and does not cover Zoho Books or Inventory features.
The extension also comes with features like Bulk Data Sync, One-Click Sync, and Manual Sync to let you send your WooCommerce data over Woo Zoho CRM with no time and effort.
In addition to these features, we also offer seamless integration with Contact Form 7 and full compatibility with WooCommerce Subscriptions, enhancing the versatility of our extension and ensuring a smooth data synchronization experience.
To watch How To Sync WooCommerce Store Data with Zoho CRM Integration. Visit Part 2 of the Demo video.
To watch How To Connect Your WooCommerce Store To Zoho CRM: Part 3 of the Demo video
The Woo Zoho CRM integration comes with feeds you can use to sync the data of your WooCommerce objects to Zoho CRM. By default, you get four feeds that sync the data of these objects.
Note: Besides the predefined feeds, you can also generate custom feeds to seamlessly synchronize data for additional objects like Invoices, Accounts, and more.
Woo Integration With Zoho offers various settings to customize feeds, including:
To customize an existing feed, go to the Feeds tab and click on the edit button. Or you can simply create a new one by clicking on the Add Feeds button.
1.1 Select object: From the dropdown, select the Zoho object you intend to send data.
1.2 Map fields: Map Zoho fields to WooCommerce fields to establish connections between corresponding fields in both platforms.
Using the Field type and Field Value dropdowns, you can associate fields and specify the type of data that each field should contain and assign values to those fields.
1.3 Add a new field: Add a new field to your feed
1.4 Map Woo order statuses: Let you map WooCommerce order status and Deal stages with respective Zoho status and stages. (for Sales Order feed only)
1.5 Product/Shipping Details: This lets you add an order line item as a product and shipping as a line item. (for Sales Order feed only)
1.6 Product Image: This Lets you upload product thumbnail images to Zoho CRM. (for Product feed only)
1.7 Primary field: Select a field you want to use as a primary key.
For example, you can select any of these fields as a primary key for Products Feed.
1.8 Select event: Select the event that will trigger data synchronization, meaning that when the chosen event occurs within WooCommerce, such as on an order being updated, new order placement, or a customer’s details being updated, the integration will automatically trigger the transfer of relevant information to Zoho CRM.
Moreover, you can create custom feeds to sync data according to any other event.
1.9 Tax Setup: Make products taxable by selecting tax rates. You can map your Zoho tax rates with WooCommerce products here. (for Product feed only)
2.0 Conditional Filters: Let you specify some conditions that must be met, or the data will not sync over Zoho CRM.
You can sync all your existing (historical) data using the Woo Zoho CRM. The plugin for WooCommerce offers you two different methods to do this:
2.1 One-click sync: Sync newly added data or data that didn’t sync in the last process
Click on the Select Woo Object Type dropdown to choose the object, select the feed, and start the syncing process.
2.2 Bulk data sync: Sync all data of the WooCommerce object. Select the object and related feed to start sending your existing data over Zoho CRM.
The Log tab shows you a complete overview of all your WooCommerce data that was successfully synced to Zoho CRM or failed to sync.
There is a filter in the log table for filtering errors, and the Reload button lets you instantly reload your currently synced data without refreshing the page. Also, the Download button allows you to export your log details in a single click.
This tab contains 2 different sections:
The Sync Log section displays details like Feed, WooCommerce Object, Woo Object ID, Zoho Object, and more. All these details make it easy to identify & resolve errors that occur in synchronization.
Plus, you can click on the Zoho Object ID to open the log details in the Zoho CRM.
The Zoho Data log displays the details whenever a Product’s Stock or Sales Order is updated over Zoho CRM and it is synchronized in WooCommerce (provided the respective options are enabled in the settings tab).
The instant sync feature, if enabled, synchronizes your WooCommerce data to Zoho CRM instantly. (This depends on the event you select in your feed settings. For example, if you select a “New Order” event, your data will sync over Zoho as soon as a new order is placed.)
If you disable this feature, you’ll be required to sync your store’s data manually through One-click or Bulk data sync.
You can enable/disable sync logging at your convenience using this Zoho WooCommerce integration plugin. Along with that, you can also set the time you want to store logs. The logs will automatically be deleted after the set number of days.
Enabling this toggle will allow you to sync the product stock quantity and sales order status from Zoho CRM to WooCommerce. If you enable these toggles, whenever a Product’s stock or an Order’s status is changed in the Zoho CRM, it will sync and reflect over your WooCommerce store as well.
Applying conditional filters on the feeds will make sure that the data will sync over Zoho CRM only if the set conditions are met. You can select the fields and type of condition and then add the values to determine your condition. Also, you can add multiple AND OR filters in your condition.
With the background sync feature on, you can sync your existing data in the background over Zoho CRM every 5 mins using the Bulk Sync feature. This feature helps you when you don’t want to sync the data in the beginning while setting up the integration with Zoho CRM..
This setting allows you to easily enable or disable your log creation for the WooCommerce-based synced data over your Zoho CRM.
You might think, why is it useful for me??? It is. Once you want to check your synchronized WooCommerce data over Zoho CRM for your log maintenance, you can utilize the data from here.
The Woo Zoho CRM integration plugin allows you to map fields for syncing product tag data from your WooCommerce store to your Zoho CRM products. So, any product tags you create in WooCommerce are sent to the Products object in Zoho.
Create feeds for Contacts and Orders Zoho objects and map fields to capture the total of completed orders by any customer and send it over to Zoho CRM. This will help you keep track of the conversion history of users.
With our Zoho WooCommerce Integration, you can map fields to capture User Role data on relevant events and sync the data to Zoho modules. It ensures that user roles are accurately reflected within Zoho CRM, allowing for better organization and management.
The Zoho WooCommerce Integration plugin syncs WordPress user roles that are assigned by website administrators. For efficient Website management, it is important to have individuals oversee specific sections using the special privileges provided by the admin. Our WooCommerce Zoho Integration plugin enables the synchronization of these WP user roles.
When a user handles a specific order or contact, their WordPress user role is synced and recognized within the Zoho CRM system. So, the user’s assigned role is also shown in the Zoho CRM modules.
Zoho CRM integration allows you to sync Additional User details like User login, Pass, Username, User URL, Activation Key, and Many More.
This helps you in creating centralized user management and efficient tracking of user info.
Zoho CRM integration will automatically update the product stock when the order is synced.
For instance, If any user has purchased a product from the shop, the total quantity of the product will be reduced and automatically get synced to the Zoho CRM.
Reduced stock quantity of products is the same as the Reduced WooCommerce stock quantity of products.
To do this you have to enable the “Reduce the stock quantity of a product when order is placed” Option from the Settings section.
Zoho CRM integration allows you to sync coupon details like Coupon Amount, Coupon Type, and Coupon Code.
Syncing coupon details enhances your customer relationship management by tracking discounts effectively and providing insights into promotional effectiveness for better decision-making.
You can enable the Discount line item settings to show the coupon amount details parallel to each line item.
Otherwise discount will sync in parallel to the total and subtotal fields.
ZOHO CRM Integration With Contact Form 7: You can sync CF7 form submission data over to ZoHo CRM. The integration is established after installing and activating the Contact Form 7 plugin.
You can tailor your form fields to get the desired responses. Also, you can map your custom fields and connect them with ZoHo objects.
Our WooCommerce Zoho CRM integration solution is compatible with WooCommerce Subscriptions. The compatibility seamlessly transfers subscription order details from your WooCommerce store to Zoho CRM. When a customer places a subscription order on your WooCommerce site, like for a monthly subscription, this data is automatically recorded in Zoho CRM.
This integration provides key subscription details, such as start date, renewal dates, product details, status, price, and more.
The WooCommerce CRM Zoho Integration plugin seamlessly connects and syncs essential WooCommerce Membership data with Zoho CRM orders. The compatibility allows you to effortlessly transfer key order information, including details such as Membership Plan ID, User ID, Creation time & date, membership status, purchase dates, and detailed product information.
By facilitating this comprehensive data transfer, the integration offers businesses deeper insights into customer interactions and purchasing behaviors.
CRM Integration for ZOHO is compatible with WooCommerce HPOS Allowing you to effortlessly manage your high-volume orders. Basically, it uses WooCommerce CRUD design to store order data in custom order tables to ensure the smooth workflow of your WooCommerce store when your order volume is high.