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Magento 2 Zoho CRM Integration synchronizes data automatically from your Magento 2 store to Zoho CRM.
Extension's page: https://store.magenest.com/magento-2/zoho-crm-integration.html
Features
- Allows synchronizing and updating Customers from Magento store into Zoho CRM Leads, Contacts, Accounts both manually and automatically.
- Allows synchronizing and updating Products from Magento store into Zoho CRM Products both manually and automatically.
- Allows synchronizing Orders from Magento store into Zoho CRM Sales Orders both manually and automatically.
- Allows synchronizing Invoices from Magento store into Zoho CRM Invoices both manually and automatically.
- Allows synchronizing Promotion rules from Magento store into Zoho CRM Campaigns both manually and automatically.
- Allows synchronizing Subscriber from Magento store into Zoho automatically
- Admin can define manage the field mappings in Magento 2 backend with ease
- It is very easy to use and set up
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Your store should be running on Magento Community Edition version 2.0.x and , 2.1.x and 2.2.x
Video Tutorial
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Configuration
Login the Zoho account
You must have an existing Zoho account to use this extension. If you don't have a Zoho account, you can create one by go First you have to create a Zoho account by going to: https://www.zoho.com/crm/ and click on LOGIN.
Click on Create Account button to register a new account.
Give your details and you will get the Zoho account
After verify your account via email, access your account in Zoho CRM to get the Auth token.
Configuration
Go to https://accounts.zoho.com/developerconsole to get your Zoho API credentials. (Client ID and Client Secret)
In Magento 2 backend, go to Log in to back end Magento 2: Zoho CRM Integration > Configuration . In order to config Zoho CRM Integration successfully, admins need to fill out three tabs below: Setup, Synchronization Settings, Synchronize:
Setup
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> Setup.
Fill in the Client ID and Client Secret obtained from Zoho.
Choose your Zoho CRM URL Endpoint: .com or .eu
Click Save Configuration then Get Access Token
You will be redirected to Zoho, in here Zoho will require to access your information. Click Accept
First of all, please fill the email and password of Zoho CRM account in the form as below. Then remember to Save Config before go to Get Auth Token. The system will automatically take the latest Auth token from your Zoho CRM account. After that, the integration between Magento 2 store and your Zoho CRM account is established. Admin can also decide whether to have a report for synchronization in Save Report field.
- Email: Enter your email of Zoho account
- Password: Enter your password of Zoho account
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Synchronization Settings
This extension allows you to synchronize the existing data as well as a new one from Magento 2 store to your Zoho CRM account, including, including Account, Campaign, Contact, Lead, Order, Invoice, Product, Subscriber. Admin can choose whether to synchronize an item. Admin can also choose the way an item can be synchronized. The data can be transferred from Magento 2 store to Zoho CRM account by manually or automatically.
We highly recommend that you should synchronize the existing data from Magento 2 store to Zoho CRM account only one time.
You can enable synchronization for each data, as well as synchronization mode (Manual mode and Cron Job mode). Data can be synced automatically every 15 minutes, 30 minutes, 1 hour, 2 hours, or at 3 a.m daily.
Synchronize
Admin can choose Sync All Data Now button instead of synchronizing each item.
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