Integrate Magento 2.X with Zoho CRM

Appy Pie Connect allows you to automate multiple workflows between Magento 2.X and Zoho CRM

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About Magento 2.X

Magento 2.x is an open-source e-commerce platform written in PHP. It is one of the most popular e-feature-rich platforms that you to manage your eCommerce store without any hassle.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best Magento 2.X and Zoho CRM Integrations

  • Magento 2.X Integration Zoho CRM Integration

    Magento 2.X + Zoho CRM

    Create/Update Lead to Zoho CRM from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • Magento 2.X Integration Zoho CRM Integration

    Magento 2.X + Zoho CRM

    Create/Update Contact to Zoho CRM from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Zoho CRM Integration Create/Update Contact
  • Magento 2.X Integration Zoho CRM Integration

    Magento 2.X + Zoho CRM

    Create Module Entry to Zoho CRM from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Zoho CRM Integration Create Module Entry
  • Magento 2.X Integration Zoho CRM Integration

    Magento 2.X + Zoho CRM

    Add Attachment in Zoho CRM when New Sales Order Shipment is created in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Zoho CRM Integration Add Attachment
  • Magento 2.X Integration Zoho CRM Integration

    Magento 2.X + Zoho CRM

    Create/Update Lead to Zoho CRM from New Product in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Product
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • Magento 2.X Integration {{item.actionAppName}} Integration

    Magento 2.X + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Magento 2.X + Zoho CRM in easier way

It's easy to connect Magento 2.X + Zoho CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when Magento gets a new customer.

  • New Order

    Triggers when a new order is created (with line item support).

  • New Product

    Triggers when a new product is created in Magento.

  • New Sales Order Credit Memo

    Triggers when a new sales order creditmemo is created.

  • New Sales Order Invoice

    Triggers when a new sales order invoice is created (with line item support).

  • New Sales Order Shipment

    Triggers when Magento gets a new sales order shipment (with line item support).

  • Updated Customer

    Triggers when Magento gets a updated customer.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Create Category

    Create a new category

  • Create Customer

    Create a new customer

  • Create Order

    Create a new catalog order

  • Create Product

    Create a new catalog product

  • Create Sales Order Comment

    Create a new sales order comment

  • Create Sales Order Invoice

    Create a new sales order invoice

  • Create/Update Product

    Create/update a new catalog product

  • Update Product

    Update a catalog product

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Magento 2.X & Zoho CRM Integrations Work

  1. Step 1: Choose Magento 2.X as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Magento 2.X to Zoho CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Magento 2.X and Zoho CRM

Magento is an open source e-commerce platform, built to provide merchants with a flexible shopping cart, which can be modified according to the need of businesses. Magento 2.X is an updated version of the first generation Magento, which has been launched in 2011. Magento 2.X aims to help online merchants to increase their sales by providing them with more features and better usability.Magento 2.X provides merchants with a design interface for their store, which allows them to modify their website as per their business needs. It also includes a catalog mode and a backend mode. The frontend is meant for the customers and it allows them to shop, while the backend is meant for the administrators and it allows them to manage the store and its functions.Magento 2.X provides additional features that are not available in the first generation Magento, such as:· Social Login· Google Analytics Integration· Web Push Notifications· Cart NotificationsZoho CRM is a customer relationship management program, which is meant to help businesses handle their customer interactions in a better way. Zoho CRM incorporates email marketing, data analytics, sales, marketing and invoicing modules.Zoho CRM is flexible and easy to use. It can easily be integrated with other programs such as Salesforce, Gmail, MailChimp etc. Moreover, it is compatible with all operating systems, including Windows, Mac OS X and Linux. Zoho CRM can also be accessed from mobile devices such as Android and iOS smartphones and tablets.To sum up, Magento 2.X is an improved version of the original Magento platform, while Zoho CRM is a program, which is aimed to make businesses more efficient in managing their customer interactions.

Integration of Magento 2.X and Zoho CRM

Integration can be defined as the act of combining two or more elements into a single entity. In the context of this article, integration refers to the merging of two separate entities such as Magento 2.X and Zoho CRM.A1. Integration of Magento 2.X and Zoho CRM using Zoho SyncZoho Sync allows you to import contacts from your Zoho account into Magento 2.X and then synchronize your Magento store with your Zoho CRM contacts. This synchronization can be done on a one-to-one basis or one-to-many basis.You can use Zoho Sync to import contacts from Zoho CRM into your Magento 2.X store by fplowing these steps:· Go to the admin panel of your Magento 2.X store· Navigate to Settings > Import/Export Data > Zoho Sync > Set Source > Zoho CRM > Save Changes· Now navigate to Products > Catalog > Manage Products > Product Listing Options and set Default Channel Grouping to 'Group by Store View' > Save Changes· Navigate to Sales > Orders > New Order > Address Information section and add source as 'Zoho CRM' > Save Changes· Create a new customer in your Magento 2.X store· Navigate to Customers > Add Customer > Customer Meta Data > Source System. 'Zoho CRM' > Save Changes

Benefits of Integration of Magento 2.X and Zoho CRM

Magento 2.X provides many benefits over the first generation Magento such as social login, Google analytics integration, web push notifications and cart notifications etc. These features can be used to make better use of other programs such as Zoho CRM in order to increase sales further.Magento 2.X can be integrated with Zoho CRM so that basic information of customers can be saved in both systems simultaneously without any trouble. This reduces manual work and increases efficiency in managing customer data.Zoho CRM can be used by businesses for effective email marketing campaigns for building relationships with their customers and attracting more customers towards their store. Emails sent through Zoho CRM can be customized according to business requirements. For example, different emails can be sent according to different customer segments such as new customers, returning clients etc.C. Conclusion

Magento 2.X is an advanced e-commerce system than its predecessor (the first generation Magento. Similarly, Zoho CRM is an advanced customer relationship management system than its predecessor (other CRM systems. Both Magento 2.X and Zoho CRM have advantages over each other in different areas such as ease of use, flexibility etc. However, both these platforms can be integrated with each other effectively so that businesses can benefit from both the programs at the same time for better sales results.

The process to integrate Magento 2.X and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.