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.
After logging into Zapier, choose
Make a Zap to start integrating
choose a Trigger Appthat you want to integrate with your Magento 2 store.
select Magento 2.x Triggerin the drop-down list such as new customer, then
save + continue
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:
Save + Continue:
Choose an Action Appfield, select
Save + Continue:
select Zoho CRM accountby the way: Click on
Connect an Accountand follow the guide:
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
Now, you have tested Zoho CRM sucessful. Finally, choose
Finish and set the
name your zap to complete.
It comes to the end of tutorial: How to integrate Zoho CRM with Magento 2.
Want to apply these above Invoice templates for your store?