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Zoho CRM integration for Magento 2

v4.0.3

Magento 2 Zoho CRM extension is a powerful tool to sync Magento data such as Customers, Subscribers, Sales, Invoices, Products to Zoho CRM from your Magento 2 store so that stores can better create a smooth flow to maintain the customer relationship and organize business effectively.

Total price:

$299

This demo is hosted on Cloudways

Magento 2 Zoho CRM integration for Magento 2.2.x, 2.3.x, 2.4.x CE/EE/B2B/Cloud/ Adobe Commerce 2.2.x, 2.3.x, 2.4.x

Problems

Most businesses face up with some sort of double-entry issue, especially those are using an online shopping cart like Magento. Why is this? It's because when customers place orders in Magento, store owners have to then transfer them to their CRM. This is a waste of time that only get worse the busier you are.

Solutions

Better manage sales operations. With Zoho CRM, the sales activities of stores are automated. Zoho will update constantly the data from Magento stores such as Products, Customers, Orders, Invoices, Shopping Cart Rules. Specially, Zoho CRM also allows store departments to manage customer accounts. All accounts from a shared database is easy to monitor and can be viewed across products, locations, account, and status. Especially, you can track the purchase history for cross-sell or upsell opportunities.

Opportunities with leads and contacts. Zoho CRM can follow customers’ behaviors and categorizes them as leads and contacts to suggest for your stores. Depending on that, stores can take care the leads and convert them into potential customers, then purchasers.

Support mobile device to keep track of store activities Zoho is well responsive with mobile device which helps store owners can stay in control of sales activities actively.

Zoho System automatic synchronization with Cron

With Zoho CRM module, the synchronization from Magento 2 panel to Zoho system is automatic thanks to the support of cron job. From the admin backend, admins can set the cron schedule by minutes, hours, daily, weekly or monthly flexibly, depending on that the Magento 2 objects will be synchronized automatically.

The automation helps store admins save a lot of time instead of adding data manually on Zoho CRM, reducing workload for store admins significantly.

Auto synchronize products to Zoho CRM

One of the most highlighted features of Zoho CRM Magento 2 is synchronizing all products without any limitation in product types.

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Simple product
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Virtual products
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Downloadable products
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Configurable products
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Grouped products
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Bundle products

The product information including general information, price, and especially stock information is auto-synced and updated into Zoho CRM Products from your Magento 2 store if there is any new product that is created, edited even deleted. With Zoho CRM, both sales and purchasing departments can use the Products module effectively according to the department process.

Auto-sync orders & invoices to Zoho CRM

The information of Orders and Invoices in Magento 2 panel are archived in the Magento 2 store will be synchronized to Zoho CRM modules as Purchase Orders and Invoices. The modules will be synchronized with Order information with a friendly interface so it is very convenient to follow.

Purchase and Invoice information is very necessary for every store to take care of customers. Zoho CRM will supports store owners to process and manage orders from customers effectively.

Magento shopping cart rules to Zoho campaigns

Shopping Cart Rules in Magento 2 is the basement to create unlimited promotion campaigns at the shopping stores. Zoho CRM supports store owners to manage various promotions as better as Campaigns via synchronization. Zoho Campaigns allows you to plan, execute and monitor campaigns in an organized way. With synchronization with Zoho CRM, it is able to:

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Define campaign success metrics
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Measure campaign effectiveness by linking directly to the leads and contacts
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Test a sample campaign on a subset of customer data
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Store and reuse content from previous marketing campaigns
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Track sales force closures related directly to campaigns

Auto synchronize customer data to Zoho

The customer information included in Zoho CRM including Leads, Accounts and Contacts. Three modules are different in the information amount of a profile and usage purposes.

Leads are the raw details about individuals who may be interested in your store, which plays a very important role in an organization's Sales & Marketing department and are useful in identifying potential customers. In B2C businesses, Contact is the most important information for acquiring customers, supporting effectively in email marketing campaigns. Accounts with the information such as company address, number of employees, annual revenueare helpful to B2B business represents a Company or a Department which your organization is currently doing business with or is planning to do business with in the future.

Manage mapping fields with ease

Magento 2 Zoho CRM Sync extension allows the connection between the Magento attributes and Zoho custom fields for the automatic transferring and updating data. From the backend, store admins can select Magento fields to synchronize to Zoho CRM fields. This means that one Magento fields can be synchronized to multiple fields in Zoho CRM. For example, the updating of a phone number of a customer can be updated in Leads, Contacts, and Accounts simultaneously.

This flexibility helps the information of different sections in Zoho is recorded and updated in a uniform way, supporting different departments to work smoothly with each other.

Track synchronization with queue report

With Magento 2 Zoho CRM Sync module, you can track all data that is auto-synchronized between Magento 2 store and Zoho CRM. For each synchronization rule, store admins can monitor the situation easily via Queue Report. The report of each rule includes all necessary information

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Pending requests
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Total objects
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Total requests
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ID
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Objects
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Status
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Creation time

More Features
Check out more details of Zoho CRM

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Manage queues

All synchronization sessions are recorded in a queue list grid. Store admins can view, delete or sync multiple objects easily.

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Manually synchronize

Allow select objects in the queue list and synchronize manually

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Pop-up

View details of a queue via pop-up

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Time delete queue log

Set the schedule to clear the queue log

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Number of objects

Set the maximum of objects to be synchronized per time

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Data from website

Select the website to get Magento 2 Object data to send to the Zoho Module.

Pricing
Choose your suitable edition

Community

Crafted for a great webstore start $ 299 first year
  • 1-year extension updates
  • 1-year support
  • 60-day money-back guarantee
  • Read our policies
  • Supports for Magento 2 Community Edition

Enterprise

Great for an enterprise solution $ 499 first year
  • 1-year extension updates
  • 1-year support
  • 60-day money-back guarantee
  • Read our policies
  • Supports for Magento 2 Enterprise Edition
  • Highest priority support

Full features list

REVIEWS (7)

05 June 2022

Usefull for Zoho CRM

We are using this extension to send data to zoho CRM. works as expected and is quick and fast. Well documented. Support was quick to help us get it working.

pratheek -Verified Purchase
02 May 2022

Love your support

I've been using Zoho CRM for a while and want to integrate it with the Magento system. Though it was quite hard to understand at first, the support team helped me a lot, thanks.

William -Verified Purchase
19 April 2022

FANTASTIC

The synchronization from Magento 2 panel to Zoho system is automatic, and I really appreciate this feature. Love all your extensions!

Luffy -Verified Purchase
01 July 2021

Great

This extension was not designed to work for Zoho Asia Pacific and the Mageplaza team helped to configure it fast. I am even working on many alterations right now with their tech team and they are good at providing fast service.

Vikas -Verified Purchase
05 February 2021

Superb

You are the best Mageplaza! The extension is a perfect fit to my store as I'm using Zoho CRM and do not want to change it in the near future. Using this even lets me synchronizing one Magento field to several Zoho fields.

Carl Anderson -Verified Purchase
02 February 2021

Easy process

I've had a great experience with you guys. Thanks for guiding me and helping me through the process. It became easier after talking with you. The extension is now working perfect with my store.

Trevor Hill -Verified Purchase
27 January 2021

Thank you!

I'm using Zoho and have met some difficulties with updating and synchronizing data from my Magento 2 store to the system. But now it works great. Thank you Mageplaza. You're really appreciated.

Logan -Verified Purchase

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RELEASE NOTES

  • v4.0.3

    10 May 2022

    • Fixed composer error
  • v1.0.4

    10 May 2022

    • Fixed composer error
  • v4.0.2

    26 October 2021

    • Compatible with Magento 2.4.3
    • Added IN Domain User
  • v1.0.3

    29 January 2021

    • Added IN Domain User
  • v4.0.1

    07 June 2021

    • Compatible with Magento v2.4.2
  • v4.0.0

    29 January 2021

    • Supported Magento v2.4
  • v1.0.2

    29 January 2021

    • Improved compatible with Magento v2.3.6
    • Compatible with Mageplaza Reports
    • Fixed error with area: US, EU, CN
  • v1.0.1

    14 August 2020

    • Compatible with Magento v2.3.5
  • v1.0.0

    09 December 2019

    Initial release

Zoho CRM Integration's Full Features List

General Configuration

  • Enable/ Disable Zoho CRM extension
  • Enter the ID obtained in Zoho CRM into the Client ID field to connect to Magento
  • Enter the Client Secret obtained in Zoho CRM
  • Get Access Token to check the connection with Zoho CRM by clicking Get Access Token button

Queue Schedule

Manage Sync Rules

  • Add data to the queue via the grid
  • Add new, view or edit rule
  • Select Magento 2 Object to retrieve Magento data sent to Zoho
  • Select the Zoho module correspondingly to the selected Magento Object
  • Select the website to get Magento Object data to send to the Zoho Module.
  • Enter the fields of a magento object which are defined as the fields of a Zoho module.
  • Monitor situation of a rule running via Queue Report
Why choose us?

Mageplaza provides consistent and customer-centric extensions for your Magento 2 store.

We don't sell products for one time. We provide lifetime solutions which help our customers thrive with their businesses.

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60-day Money Back

Extensive 60-day money-back period. You love it or get a full refund no questions asked.

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Extensive Support Timeframe

Mageplaza provides support 16 hrs/day, 5.5 days/week to guarantee the seamless operation of our extensions on your store.

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Install via Composer

Simple installation via composer helps you save time and eliminates technical issues during future updates.

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Frequent Updates

Intensive update roadmaps ensure great performance, bug-free, highly compatible, and innovative extensions.