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Zoho CRM Integration

This is an Integration with a Third Party Service. Other charges and fees may be required to use this extension on your Store
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Overview

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Zoho CRM is an omnichannel cloud-based customer relationship management software to help stores improve leads, sales, and measure sales performance. As per Statista, the global customer relationship management (CRM) software market is forecast to grow to 43.5 billion U.S. dollars in size in 2024. Choosing the right CRM software is critical for business performance.

Hence, to help Magento 2 store owners join the brands like Amazon, Suzuki, Hotstar, Bose, etc., in leveraging Zoho CRM, Meetanshi has developed the Zoho CRM Integration for Magento 2 extension.

The extension integrates Magento 2 store with Zoho CRM for automatic synchronization of store data like orders, invoices, products, etc. It offers three sync modes - automated, corn job, and manual sync. 

Make the most out of Zoho and Magento 2 integration for lead and contact management, as well as for workflow automation. Moreover, increase the ROI, engage with your customers, and streamline your store activities in Magento 2 store!

 

Accounts & Pricing

To commence using the Zoho CRM Integration extension, you need to create a free online account and enter the details in Magento 2 store configuration section for the API integration. The CRM offers two types of Pricing Plans to choose from, you can select as per your business requirements.

 

Features:

  • Offers sandbox mode.
  • Option to enter client ID and client secret that you have copied from the Zoho CRM admin panel.
  • Option to select the domain users.
  • The admin can enter the Zoho account email ID and redirect the URL for the API connection
  • Facilitates admin to sign in with Zoho credentials and select CRMs organization for connection
  • By clicking the "Accept" button, you can allow Magento 2 to access data from Zoho account
  • On successful login, you can get the connection success message
  • The connection status gets updated to "Connected", after the Zoho API connection and on refreshing the admin configuration page
  • Facilitates admin to select the website to allow synchronization of data with Zoho
  • Click on "Fetch vendors" to select either of them from the dropdown menu and choose any of the vendors' accounts
  • Option to display how you want to synchronize Magento campaigns to Zoho. You can select either of the sync modes, immediate or Cron job. By using immediate sync mode, you can easily sync campaigns on the creation and using a cron job, sync campaigns on cron job run time and frequency
  • Option to choose the frequency and starting time to automatically sync campaigns regularly
  • Easily synchronize Magento 2 campaigns in Zoho
  • Facilitates admin to choose how you want to sync Magento 2 customer accounts to Zoho
  • Allows to sync Magento 2 customer accounts with Zoho
  • Facilitates to sync customers contact with Zoho
  • Option to choose sync mode to synchronize Magento customers with Quickbooks
  • Option to choose the frequency and starting time to automatically sync customers contact regularly
  • Sync customer accounts in Zoho
  • Allows admin to sync leads with Zoho
  • The admin can choose how you want to sync Magento 2 leads with Zoho
  • Synchronized Magento 2 leads in Zoho
  • Facilitates the admin to sync products with Zoho
  • Sync product data from Magento 2 store into Zoho CRM product data
  • Synchronized Magento 2 products in Zoho
  • Allows admin to sync orders with Zoho
  • The admin can choose how you want to sync Magento 2 orders with Zoho
  • Sync and update order data from Magento 2 store into Zoho CRM order module
  • Facilitates admin to sync invoices with Zoho
  • The admin can choose how you want to sync Magento 2 invoices into Zoho
  • Sync invoice data from Magento 2 store into Zoho CRM invoice module
  • Option to enable the debug log
  • Each Magento tax ID is assigned Zoho tax ID after synchronization
  • Let the admin display the path to mapped taxes in Zoho from settings > customization > Modules and fields
  • On clicking "customize tax rates", mapped Magento 2 taxes is displayed
  • Gets listed in Zoho after completion of synchronization of Magento 2 taxes with Zoho
  • Every Magento rule ID is assigned with Zoho campaign ID, after the synchronization process
  • To add them in sync queue, click on "Add customers", "Add Products", "Add Orders", "Add Invoices" buttons respectively
  • Sync them with Zoho after adding customers, products, orders, invoices
  • If the data is displayed right, it will display a success page or else will display error status
  • Facilitates admin to display multiple customers and use "Sync to Zoho" mass action to sync them manually
  • Allows admin to display multiple orders and use "Sync to Zoho" mass action to sync them manually
  • Facilitates admin to display multiple products and use "Sync to Zoho" mass action to sync them manually
  • Facilitates admin to display multiple invoices and use "Sync to Zoho" mass action to sync them manually

 

How Does the Extension Work?

The admin can enable the Zoho CRM Integration for Magento 2 extension to configure and automate the synchronization of orders, invoices, and products. For that, he can enable the sandbox mode and enter the client ID and client secret that you have copied from the Zoho CRM admin panel, choose the domain users, enter the Zoho account email ID, and redirect the URL for the API connection.

The admin can sign in with the Zoho credentials and select CRMs organization for connection.

He can click on the "Accept' button that allows Magento 2 to access data from the Zoho account.

Once you have logged in successfully, the admin can see the connection success message.

Once configured with Zoho API connection and refreshing admin configuration page, the connection status gets updated to "Connected".

The admin can choose the website to allow synchronization of data with Zoho.

The admin can select one of the Zoho vendor accounts from the dropdown, by clicking on the "Fetch Vendors" button.

The admin can configure the settings such as to enable the option, select the sync mode, frequency, and start time to synchronize campaigns with Zoho automatically on a regular basis.

Once configured, the admin can see Magento 2 campaigns synchronized into Zoho.

The admin can configure the settings to synchronize Magento 2 customer accounts to Zoho by setting the option as "Yes", selecting the sync mode either as immediate or Cron job. By using immediate sync mode, you can easily sync campaigns on the creation and using a cron job, sync campaigns on cron job run time and frequency. 

Once configured, the admin can see the customer accounts synchronized into Zoho.

For contact synchronization, the admin can enable the option as "Yes", set the sync mode, frequency, and starting time to sync Magento 2 contacts with Zoho.

Once configured, the admin can see the Magento 2 customer accounts synchronized into Zoho.

The admin can set the option as "Yes" and choose the sync mode to allow synchronization of leads with Zoho.

Once configured, the admin can see leads synchronized into Zoho.

The admin can set the option as "Yes" and choose the sync mode to allow synchronization of products with Zoho.

Once configured, the admin can see products synchronized into Zoho.

 The admin can enable the option and select the sync mode to synchronize Magento 2 orders to Zoho.

Once configured, the admin can see Magento 2 orders synchronized into Zoho.

The admin can configure the settings to synchronize the Magento 2 invoices with Zoho API such as setting the option as "Yes" to carry out synchronization and selecting the mode of synchronization.

The admin can see the invoices in Zoho immediately after the synchronization.

The admin can enable the option for debug log.

The admin can click on the "Add All Tax Code" button for adding all the Magento tax codes to list in the grid and then click on "Synchronize" to sync each tax code with Zoho API.

The admin can check the mapped tax codes in Zoho by clicking on Settings > Customizations > Modules and Fields.

The admin can click on Products > Customize tax rates to open the tax code popup.

The admin can view the sync tax codes in the popup.

The admin can click on the "Add All Catalog Rules" button for adding all the Magento 2 catalog rules to list in the grid and then by clicking on "Synchronize" to sync each tax rule with Zoho API. 

The admin can click on "Add customers", "Add Products", "Add Orders", "Add Invoices" buttons respectively to sync them and then click on the "Synchronize" button to sync them manually.

The admin can see the success status if the synchronization is done right or else an error message is displayed.

The admin can display multiple customers and use the "Sync to Zoho" mass action to sync them manually.

The admin can display multiple orders and use the "Sync to Zoho" mass action to sync them manually.

The admin can display multiple products and use the "Sync to Zoho" mass action to sync them manually.

The admin can display multiple invoices and use the "Sync to Zoho" mass action to sync them manually.

 

Also Comes With:

  • Free 90 Days Support
  • Free Lifetime Updates
  • 25 Days Marketplace Return Policy
  • Multi-Store Supported
  • 100% Open Source

 

Visit Live Demo:

  • Back-end | Select "Zoho CRM Integration" from the Username drop-down to log in.
  • Front-end | Configure the extension from the back-end first as per your requirements to see it in action.

 

If you have any questions about this extension, you can Contact Us, and we reply to you back within a few hours. 

Technical Specifications

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Seller profile

Meetanshi

Seller contact

E-mail

Integrator

Zoho CRM

Current Version

1.0.3

Adobe Commerce platform compatibility

Open Source (CE): 2.3 (current), 2.4 (current)

Commerce on prem (EE): 2.3 (current), 2.4 (current)

Commerce on Cloud (ECE): 2.3 (current), 2.4 (current)

Type

Stable Build

Updated

07 July, 2022

Categories

Extensions, Marketing, CRM

Supported Browsers

Chrome, Firefox, Opera, Safari, Edge, IE

Quality Report

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Installation & Varnish Tests

Passed

Coding Standard

Passed

Plagiarism Check

Passed

Malware Check

Passed

Marketing Review

Passed

Manual Testing

Passed

All tests were conducted on the latest versions of Adobe Commerce that existed for the compatible release lines at the moment of the extension submission. Latest versions of all other software were used, as applicable.

Release Notes

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1.0.3:

  • Compatible with Open Source (CE) : 2.3 2.4
  • Compatible with Commerce on prem (EE) : 2.3 2.4
  • Compatible with Commerce on Cloud (ECE) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    - Compatible with Magento 2.4.4

1.0.2:

  • Compatible with Open Source (CE) : 2.3 2.4
  • Compatible with Commerce on prem (EE) : 2.3 2.4
  • Compatible with Commerce on Cloud (ECE) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    - Code Improvement and Minor bug fixing

1.0.1:

  • Compatible with Open Source (CE) : 2.3 2.4
  • Compatible with Commerce on prem (EE) : 2.3 2.4
  • Compatible with Commerce on Cloud (ECE) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    - Minor bug fixes

1.0.0:

  • Compatible with Open Source (CE) : 2.3 2.4
  • Compatible with Commerce on prem (EE) : 2.3 2.4
  • Compatible with Commerce on Cloud (ECE) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    - Initial Release

Support

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The best place to start if you need help with a specific extension is to contact the developer. All Adobe Commerce developers have both a contact email and a support email listed.

Contact Vendor

Q & A

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Reviews

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