{"id":2522,"date":"2024-12-31T20:22:45","date_gmt":"2024-12-31T20:22:45","guid":{"rendered":"https:\/\/meetanshi.com\/blog\/how-to-integrate-zoho-crm-with-magento-2-tutorial\/"},"modified":"2025-07-14T09:17:48","modified_gmt":"2025-07-14T03:47:48","slug":"integrate-zoho-crm-with-magento-2","status":"publish","type":"post","link":"https:\/\/meetanshi.com\/blog\/integrate-zoho-crm-with-magento-2\/","title":{"rendered":"How to Integrate Zoho CRM With Magento 2? &#8211; Tutorial"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">If you are looking for a stepwise guide to connect Zoho CRM to your Magento 2, you are at the right place.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this blog post, I will explain how to integrate Zoho CRM with Magento 2 without any technical hassle.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Read till the end and understand clearly:<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Benefits of Zoho CRM Magento 2 Integration<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.zoho.com\/en-in\/crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">Zoho CRM&nbsp;<\/a>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\u2019s important data, such as customers, products, orders, and invoices being the <a href=\"https:\/\/meetanshi.com\/blog\/best-hyva-theme-extensions\/\">best Magento 2 Hyv\u00e4 theme extension<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Magento 2 Zoho CRM integration can help you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Manage your leads<\/strong>&nbsp;and contacts and nurture them to convert them into prospects.<\/li>\n\n\n\n<li>Offer&nbsp;<strong>real-time updates<\/strong>&nbsp;and analyze purchase patterns to make smart decisions.<\/li>\n\n\n\n<li>Perfectly manage your inventory and&nbsp;<strong>get in-depth insights<\/strong>&nbsp;into your top-selling and least-selling products in your Magento 2 store.<\/li>\n\n\n\n<li>Allow your customer support team to view previous interactions to provide&nbsp;<strong>better assistance<\/strong>&nbsp;to any customer query.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If you want to automate finances and accounts management in your store, learn here&nbsp;<a href=\"https:\/\/meetanshi.com\/blog\/how-to-integrate-magento-2-quickbooks-online\/\">how to integrate QuickBooks Online with Magento 2<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"integrate-zoho-crm\">How to Integrate Zoho CRM With Magento 2 Using Extension?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here are the steps to connect Magento 2 with Zoho CRM using an extension.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Step 1: Install Magento 2 Zoho CRM Integration Extension<\/li>\n\n\n\n<li>Step 2: Configure Zoho API Console for Magento 2 Integration<\/li>\n\n\n\n<li>Step 3: Connect Zoho CRM with Magento 2<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"install-magento-2-zoho-extension\">Step 1: Install Magento 2 Zoho CRM Integration Extension<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Install the&nbsp;<a href=\"https:\/\/meetanshi.com\/magento-2-zoho-crm-integration.html\" target=\"_blank\" rel=\"noreferrer noopener\">Meetanshi Magento 2 Zoho CRM Integration<\/a>&nbsp;extension on your store. It\u2019s quick, easy, and the best way to connect your online store with the Zoho CRM and sync data automatically.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-fe48e5de wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button btn-orange\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/meetanshi.com\/magento-2-zoho-crm-integration.html\"><strong>Install The Extension Now<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Follow our user guide instructions to install the extension in your Magento 2 store.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"configure-zoho-api-console\">Step 2: Configure Zoho API Console for Magento 2 Integration<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">To integrate Zoho CRM with your Magento 2 store using our extension, you\u2019ll need to get the API credentials.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Go to&nbsp;<a href=\"https:\/\/accounts.zoho.com\/signin\" target=\"_blank\" rel=\"noreferrer noopener\">Zoho API Console<\/a>&nbsp;and login using your account credentials. Next, click \u201c<strong>Get Started<\/strong>\u201d or \u201c<strong>Add Clien<\/strong>t\u201d to add a new client to your account.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now, choose \u201c<strong>Server-based Applications<\/strong>\u201d as the client type.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2022\/04\/1-Choose-client-type-700x440-1.png\" alt=\"Choose client type\" class=\"wp-image-50193\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Enter a name for the client (for e.g., Magento Integration) and enter your site\u2019s homepage URL.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In the&nbsp;<strong>Authorized Redirect URIs field<\/strong>, enter: https:\/\/your-site.com\/zoho\/connection\/success<br>(Replace your-site.com with your website\u2019s domain)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click \u201c<strong>Update<\/strong>\u201d to save the settings<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2022\/04\/2-Client-Details-.png\" alt=\"#2 Client Details\" class=\"wp-image-44880\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now, from the&nbsp;<strong>Client Secret<\/strong>&nbsp;tab, copy the&nbsp;<strong>Client ID<\/strong>&nbsp;and&nbsp;<strong>Client Secret<\/strong>. They\u2019ll be required in the Magento 2 Zoho CRM extension configuration.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2022\/04\/3-Client-Secret-.png\" alt=\"#3 Client Secret\" class=\"wp-image-44881\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Go to the \u201c<strong>Settings<\/strong>\u201d 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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2022\/04\/4-Settings-.png\" alt=\"#4 Settings\" class=\"wp-image-44882\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now, you\u2019re done with the Zoho API configuration; you can use the copied API credentials to integrate it with your Magento 2 store.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"connect-zoho-crm\">Step 3: Connect Zoho CRM with Magento 2<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In your Magento 2 admin panel, navigate to&nbsp;<strong>Zoho CRM Integration &gt; Configuration<\/strong>&nbsp;in the left-hand side menu.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enable the extension, set the Sandbox Mode to \u201c<strong>No<\/strong>\u201d, and enter the following details:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Client ID &amp; Client Secret<\/strong>&nbsp;\u2013 The API credentials that you copied from Zoho API console in the previous step<\/li>\n\n\n\n<li><strong>Zoho User Account Email<\/strong>&nbsp;\u2013 The email address using which you\u2019ve used to generate the API credentials<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Click the \u201c<strong>Get Access Token<\/strong>\u201d button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2022\/04\/5-Get-Access-Token-700x303-1.png\" alt=\"Get Access Token\" class=\"wp-image-50204\" style=\"width:698px;height:auto\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">It will redirect you to the Zoho API Console to authenticate the request.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click the \u201c<strong>Accept<\/strong>\u201d button to authorize the Magento 2 Zoho CRM integration request.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2022\/04\/6-Accept-authorization-1.png\" alt=\"Accept authorization\" class=\"wp-image-50206\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Once authorized, you\u2019ll be redirected back to your Magento 2 store with a success message like the one shown below.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2022\/04\/7-Connected-Zoho-CRM-1-700x297-1.png\" alt=\"Connected Zoho CRM\" class=\"wp-image-50207\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You can also verify the Magento 2 Zoho CRM connection from the extension configuration screen. The connection status will be changed to \u201c<strong>Connected<\/strong>\u201d, as shown below.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2022\/04\/8-Connected-status-on-Magento-2-700x89-1.png\" alt=\"Connected status on Magento\" class=\"wp-image-50209\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">That\u2019s it. You\u2019ve successfully connected your Magento 2 store with Zoho CRM. Now, you can configure other settings to automatically synchronize your store with the CRM.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What Can You Do Using Meetanshi\u2019s Magento 2 Zoho CRM Integration?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The Meetanshi extension has the features and flexibility needed for your Magento 2 store.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is an example of one of the Magento 2 store owners using the Meetanshi Magento 2 Zoho CRM Integration extension.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2022\/04\/Meetanshi-Magento-2-Zoho-CRM-700x412-1.png\" alt=\"Meetanshi Magento 2 Zoho CRM 700x412\" class=\"wp-image-50211\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The product sync feature here shows how the Magento 2 products are synced with the Zoho CRM dashboard.&nbsp;Here, the product info automatically gets updated when you make any changes from the Magento backend.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Besides product sync, you can synchronize the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Campaign synchronization<\/li>\n\n\n\n<li>Account synchronization<\/li>\n\n\n\n<li>Contact synchronization<\/li>\n\n\n\n<li>Lead synchronization<\/li>\n\n\n\n<li>Orders synchronization<\/li>\n\n\n\n<li>Invoices synchronization<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Get the Meetanshi Magento 2 Zoho Integration and streamline all your store operations in a single dashboard.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><div class=\"meetanshi-cta\">\r\n<div class=\"cta-content-wrapper\">\r\n<span>Magento 2 Zoho CRM<\/span>\r\n<p>Integrate with the Zoho CRM to automate daily tasks, monitor sales, and much more.<\/p>\r\n<a href=\"https:\/\/meetanshi.com\/magento-2-zoho-crm-integration.html\" target=\"_blank\" class=\"btn-primary\">Integrate Now<\/a>\r\n<\/div>\r\n<div class=\"cta-image-new\">\r\n<img decoding=\"async\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/11\/magento-2-zoho-crm.png\" alt=\"Magento 2 Zoho CRM\">\r\n<\/div>\r\n<\/div><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Synchronize Your Magento 2 Store with Zoho CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Integrating Zoho CRM with Magento 2 can help you enhance your e-commerce business productivity. Meetanshi\u2019s extension helps you quickly connect your store with the Zoho CRM and synchronize information like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contacts and Leads<\/li>\n\n\n\n<li>Product Information<\/li>\n\n\n\n<li>Orders and Invoices<\/li>\n\n\n\n<li>Campaigns (Discounts)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can set up automated Magento 2 Zoho CRM synchronization immediately or at regular intervals via daily, weekly or monthly cron jobs.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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&#8230;<\/p>\n","protected":false},"author":32,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[5869,34],"tags":[],"class_list":["post-2522","post","type-post","status-publish","format-standard","hentry","category-hyva-themes","category-magento"],"acf":[],"_links":{"self":[{"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/posts\/2522","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/users\/32"}],"replies":[{"embeddable":true,"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/comments?post=2522"}],"version-history":[{"count":3,"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/posts\/2522\/revisions"}],"predecessor-version":[{"id":12664,"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/posts\/2522\/revisions\/12664"}],"wp:attachment":[{"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/media?parent=2522"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/categories?post=2522"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/tags?post=2522"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}