Zoho CRM integration for Magento 2

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.

Simple product

Virtual products

Downloadable products

Configurable products

Grouped products

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:

Define campaign success metrics

Measure campaign effectiveness by linking directly to the leads and contacts

Test a sample campaign on a subset of customer data

Store and reuse content from previous marketing campaigns

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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