How to integrate Zoho CRM with Magento 2 via Zapier

Vanessa
Vanessa November 24, 2018

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How to integrate Zoho CRM with Magento 2 via Zapier

You are a Magento 2 store owner, your store attracts a lot of customers and you are looking for ways to collect information and customer data from your Magento 2 store, Zoho CRM is a great choice for you.

Zoho CRM is a CRM service that creates a customer tracking system for employees. Using Zoho CRM, the sales and marketing department can understand all customer behavior better.

Thanks to the help of Zoho CRM, you can integrate all your customer data from your Magento 2 warehouse into the Zoho CRM platform, from that, you can easily access these data to view each customer as well as analyze the detail about that customer. Therefore, you can make decisions to perfect your marketing campaigns.

Today, in this article, we will guide you how to integrate Zoho CRM on Magento 2.

How to integrate Zoho CRM on Magento 2

To integrate Zoho CRM

  • Step 1: Sign up the Zapier account
  • Step 2: Sign up the Zoho CRM account
  • Step 3: Integrate Magento 2.x
  • Step 4: Integrate Zoho CRM into this step to get all information from you Magento 2.x store.

Step 1: Sign up the Zapier account

Step 2: Sign up the Zoho CRM account

After logging into Zapier, choose Make a Zap to start integrating

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Step 3: Integrate Magento 2.x

  • In this set up step, choose a Trigger App that you want to integrate with your Magento 2 store.

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  • After that, select Magento 2.x Trigger in the drop-down list such as new customer, then save + continue

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  • Then, connect an account to select Magento 2.x Account. You need to enter full domain, admin username and admin password of your Magento 2.x store as an image below:

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  • After creating your Magento 2.x account, the screen will display as the following image, and please choose Save + Continue:

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  • Ok, test Magento 2.x successfully. Please continue doing the next step.

Step 4: Integrate Zoho CRM

  • In Choose an Action Appfield, select Zoho CRM

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  • Then, select Zoho CRM action to as a new contact and click on Save + Continue:

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  • Next, you need to select Zoho CRM account by the way: Click on Connect an Account and follow the guide:

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  • Continue, you set up template in this step. Please Set up Zoho CRM contact, you need to enter all information that includes in that, then, choose Continue box.

  • Now, you have tested Zoho CRM sucessful. Finally, choose Finish and set the name your zap to complete.

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  • Your Zap is working and it will auto-check for your Magento 2.x new customer.

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  • After all, here is the file that you have just established.

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Vanessa
Vanessa
Vanessa is content marketing at Mageplaza. Vanessa is a content marketing creator at Mageplaza. As an ordinary customer, already had a special interest in online shopping, and up to now, has spent more than two years discovering online distribution channels as well as E-commerce platforms.

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