Add new WooCommerce customers to Zoho CRM as contacts with Zapier. You need:
- WordPress website with WooCommerce installed
- Zoho CRM account
- Zapier account
Prepare your accounts
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Note: Zoho CRM requires a Last Name to add a contact.
Connecting your accounts
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2. Click the Ok, continue button.
3. Connect your Zoho CRM account by providing an Auth Token.
4. Match the fields from WooCommerce with the fields in Zoho CRM. This specifies how your customer’s details will be used to create a contact.
5. Click Save + Finish to complete the Zap.
6. Test the Zap to make sure it works.
Once you’re satisfied, WooCommerce customers can be added as contacts to Zoho CRM!