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Magento 2 Zoho CRM Integration

Magento 2 Zoho CRM Integration extension integrates Magento 2 with Zoho CRM to automate the synchronization of store data with Zoho CRM & improve the sales and measure its performance.

Key Features:

  • Automated synchronization of orders, invoices, & products
  • Supports all Magento 2 product types
  • Supports multiple languages
Rating:
93 % of 100
Magento CE, EE 2.0.x, 2.1.x, 2.2.x, 2.3.x, 2.4.x
https://helpdesk.meetanshi.com/381307-Magento-2-Zoho-CRM-Integration
Links
$299.00
In stock

Screenshots

1. Configuration M2 Zoho CRM Integration
2. Select CRMs Organization for Connection
3. Accept Terms to Allow Access Data in Zoho
4. Zoho API Connection Success Message
5. Configuration Zoho API Connected
6. Website wise Synchronization Settings
7. Vendor Synchronization Settings
8. Campaign Synchronization Settings
9. Synchronized Campagins in Zoho
10. Customer Account Synchronization Settings
11. Synchronized Customer Accounts in Zoho
12. Customers Synchronization Settings
13. Synchronized Customers in Zoho
14. Lead Synchronization Settings
15. Synchronized Leads in Zoho
16. Product Synchronization Settings
17. Synchronized Products in Zoho
18. Order Synchronization Settings
19. Synchronized Orders in Zoho
20. Invoice Synchronization Settings
21. Synchronized Invoices in Zoho
22. Developer Settings for Debug Log
23. Tax Mapping with Zoho
24. Path to Mapped Taxes in Zoho
25. Customize Tax Rates
26. Taxes Mapped in Zoho
27. Campaign Mapping with Zoho
28. Sync Queue for Synchronization in Zoho
29. History Logs of Zoho Synchronization
30. Zoho Customer IDs After Synchronization
31. Zoho Order IDs After Synchronization
32. Zoho Product IDs After Synchronization
33. Zoho Invoice IDs After Synchronization

Zoho CRM is an omnichannel cloud-based customer relationship management software that helps businesses to increase leads, sales, and measure sales performance.

Popular as the golden standard for customer relations, Zoho is one of the best in the market and hence Meetanshi has developed the Magento 2 Zoho CRM Integration extension that integrates Magento 2 with Zoho CRM.

The Zoho Magento Integration extension allows the store owners to leverage the feature-rich software to automatically sync the store data such as products, orders, invoices with Zoho.

According to BuiltWith data, Zoho CRM is the third most popular CRM in the top 1 million sites worldwide. This popular CRM solution can be a game changer for your Magento 2 store. Concentrate on your marketing strategies and customers while the Magento Zoho CRM Integration will take care of:

  • Lead management
  • Contact management
  • Workflow automation

Zoho CRM Integration with Magento offers three synchronization modes for the store data - automated, corn job, and manual methods. Additionally, track the synchronization records with daily reports.

Trusted by reputed brands like Amazon, Suzuki, Hotstar, Bose, etc., Zoho CRM is what you need for better ROI, connecting with your customers, and automating and streamlining major aspects of your Magento 2 store.

4.0
80%
Feature-rich extension and great support

Integrating Zoho with Magento 2 helps businesses to increase sales and leads.

Review by Angelo M. Stephens
5.0
100%
Awesome extension and saves lot of time

Magento 2 Zoho CRM Integration facilitates to automatically sync data. Useful extension and this product is savage! Highly recommended!

Review by W. King
5.0
100%
Easy process!

Thank you team Meetanshi for helping me through the process. The extension works exactly as expected!

Review by B. salvatore
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  • 07 Jan, 2022

    1.0.2

    • Minor bug fixes.
  • 16 Dec, 2021

    1.0.1

    • Minor bug fixes.

 

Features of Magento 2 Zoho CRM Integration Extension:

  • Zoho Magento connector extension integrates Zoho CRM with Magento 2 to automate syncing store data with Zoho CRM.
  • Offers sandbox mode
  • Easily integrate Zoho CRM with Magento 2 using the Client ID and Client Secret obtained from Zoho CRM admin panel
  • Option to select domain users
  • Option to enter Zoho user account email ID and Redirect URLs for the API connection.
  • Connect Zoho with Magento 2 by accepting terms and conditions
  • Option to select the website to allow synchronization of data with Zoho
  • Click the "Fetch Vendors" button and select one of the Zoho vendor account
  • Zoho CRM Integration with Magento 2 offers:
    • Campaign synchronization
    • Account synchronization
    • Contact synchronization
    • Lead synchronization
    • Product synchronization
    • Orders synchronization
    • Invoices synchronization
  • The admin can select the sync mode:
    • Immediate
    • Cron Job
  • For cron job sync mode, the admin can set the frequency and run time for the same.
  • The admin can enable debug log
  • With the "Tax Mapping" backend grid, the admin can map Magento 2 taxes with Zoho, add all tax codes, and sync them in Zoho. After synchronization, Zoho tax ID is assigned to each Magento tax ID respectively.
  • With the "Campaign Mapping" backend grid, the admin can map Magento 2 catalog rules with Zoho, add all catalog rules, and sync them in Zoho. After synchronization, Zoho campaign ID is assigned to each Magento rule ID respectively.
  • The backend grid Invoices, Orders, Customers, and Catalog offers the "Add to Queue" mass action to add invoices, orders, contacts, accounts, and leads to the queue

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