Magento Zoho CRM Integration is a prehensive module that provides automatic data synchronizing solution from your Magento sites to Zoho CRM.
For each request, you can only sync ferwer than 100 records (<100 records/request).
Your store should be running on Magento Community Edition version 1.8.x or 1.9.x.
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First, you need to log into Magento's backend site. Click on ZohoCRM Integration → Configuration.
Click on ZohoCRM Integration tab –> Field Mapping to view available mappings
Then click on Save. Your field mapping will be included in the next sync.
Mapping Field Template
Admins can refer to some mapping field templates below:
1. When a new account is registered in Magento, Zoho will automatically add a new record of this account in Leads
2. When a customer updates his information, data in Leads and Contacts will also be updated automatically.
3. When a customer adds items to cart then check out, Sales Orders in Zoho will be auto synced. Also, a record in Accounts of that customer will also be added if not exist.
4. When admin add a new product in Magento, Zoho will auto sync data about that product
5. When admin add a new Promotion in Magento, Zoho will auto sync data about it as a Campaign. All editing will also be synced.
6. When an invoice is made by admin in Magento, **Invoice** in Zoho will be synced.
7. When admin deletes a customer account in Magento, that customer will also be wiped from Leads, Accounts and Contacts in Zoho.
When a bug fix or new feature is released, we will provide you with the module's new package. All you need to do is repeating the above installing steps and uploading the package onto your store. The code will automatically override.
Flush the config cache. Your store and newly installed module should be working as expected.
Once again, thank you for purchasing our extension. If you have any questions relating to this extension, please do not hesitate to contact us for support