If you are looking for a stepwise guide to connect Zoho CRM to your Magento 2, you are at the right place.
In this blog post, I will explain how to integrate Zoho CRM with Magento 2 without any technical hassle.
Read till the end and understand clearly:
Benefits of Zoho CRM Magento 2 Integration
Zoho CRM is a cloud-based customer relationship management software for managing support, sales, and other store operations in a single dashboard. Integrating Zoho CRM with Magento 2 facilitates flawlessly synchronizing the store’s important data, such as customers, products, orders, and invoices being the best Magento 2 Hyvä theme extension.
The Magento 2 Zoho CRM integration can help you:
- Manage your leads and contacts and nurture them to convert them into prospects.
- Offer real-time updates and analyze purchase patterns to make smart decisions.
- Perfectly manage your inventory and get in-depth insights into your top-selling and least-selling products in your Magento 2 store.
- Allow your customer support team to view previous interactions to provide better assistance to any customer query.
If you want to automate finances and accounts management in your store, learn here how to integrate QuickBooks Online with Magento 2.
How to Integrate Zoho CRM With Magento 2 Using Extension?
There is no default way for Magento integration with Zoho CRM from the admin panel. You will need to use an extension from this process.
Here are the steps to connect Magento 2 with Zoho CRM using an extension.
- Step 1: Install Magento 2 Zoho CRM Integration Extension
- Step 2: Configure Zoho API Console for Magento 2 Integration
- Step 3: Connect Zoho CRM with Magento 2
Step 1: Install Magento 2 Zoho CRM Integration Extension
Install the Meetanshi Magento 2 Zoho CRM Integration extension on your store. It’s quick, easy, and the best way to connect your online store with the Zoho CRM and sync data automatically.
Follow our user guide instructions to install the extension in your Magento 2 store.
Step 2: Configure Zoho API Console for Magento 2 Integration
To integrate Zoho CRM with your Magento 2 store using our extension, you’ll need to get the API credentials.
Go to Zoho API Console and login using your account credentials. Next, click “Get Started” or “Add Client” to add a new client to your account.
Now, choose “Server-based Applications” as the client type.
Enter a name for the client (for e.g., Magento Integration) and enter your site’s homepage URL.
In the Authorized Redirect URIs field, enter: https://your-site.com/zoho/connection/success
(Replace your-site.com with your website’s domain)
Click “Update” to save the settings
Now, from the Client Secret tab, copy the Client ID and Client Secret. They’ll be required in the Magento 2 Zoho CRM extension configuration.
Go to the “Settings” tab and tick the checkbox to use the same OAuth creds for all data centers. Enable all the data centers for your Magento 2 Zoho CRM integration.
Now, you’re done with the Zoho API configuration; you can use the copied API credentials to integrate it with your Magento 2 store.
Step 3: Connect Zoho CRM with Magento 2
In your Magento 2 admin panel, navigate to Zoho CRM Integration > Configuration in the left-hand side menu.
Enable the extension, set the Sandbox Mode to “No”, and enter the following details:
- Client ID & Client Secret – The API credentials that you copied from Zoho API console in the previous step
- Zoho User Account Email – The email address using which you’ve used to generate the API credentials
Click the “Get Access Token” button.
It will redirect you to the Zoho API Console to authenticate the request.
Click the “Accept” button to authorize the Magento 2 Zoho CRM integration request.
Once authorized, you’ll be redirected back to your Magento 2 store with a success message like the one shown below.
You can also verify the Magento 2 Zoho CRM connection from the extension configuration screen. The connection status will be changed to “Connected”, as shown below.
That’s it. You’ve successfully connected your Magento 2 store with Zoho CRM. Now, you can configure other settings to automatically synchronize your store with the CRM.
What Can You Do Using Meetanshi’s Magento 2 Zoho CRM Integration?
The Meetanshi extension has the features and flexibility needed for your Magento 2 store.
Here is an example of one of the Magento 2 store owners using the Meetanshi Magento 2 Zoho CRM Integration extension.
The product sync feature here shows how the Magento 2 products are synced with the Zoho CRM dashboard. Here, the product info automatically gets updated when you make any changes from the Magento backend.
Besides product sync, you can synchronize the following:
- Campaign synchronization
- Account synchronization
- Contact synchronization
- Lead synchronization
- Orders synchronization
- Invoices synchronization
Get the Meetanshi Magento 2 Zoho Integration and streamline all your store operations in a single dashboard.
Synchronize Your Magento 2 Store with Zoho CRM
Integrating Zoho CRM with Magento 2 can help you enhance your e-commerce business productivity. Meetanshi’s extension helps you quickly connect your store with the Zoho CRM and synchronize information like:
- Contacts and Leads
- Product Information
- Orders and Invoices
- Campaigns (Discounts)
You can set up automated Magento 2 Zoho CRM synchronization immediately or at regular intervals via daily, weekly or monthly cron jobs.
