SYNC YOUR WOOCOMMERCE STORE DATA OVER ZOHO CRM TO TRACK, MANAGE TO ANALYZE IT WITHOUT ANY HASSLE

WooCommerce CRM Zoho Integration plugin syncs your WooCommerce data as Products, Contacts, Deals, and Sales Orders over Zoho CRM. 

Note– Our plugin is focused solely on CRM functions, which means we do not handle any features related to Zoho Books or Inventory.

The extension also comes with features like Bulk Data Sync, One-Click Sync, and Manual Sync to let you send your WooCommerce data over Zoho CRM with no time and effort.

Note: New version[1.0.8] launched with exciting features

To watch How to Sync WooCommerce Data over Zoho CRM with Feeds and Logs. Visit Part 1 of the demo video.

To watch How to Integrate Your WooCommerce Store With Zoho CRM: Part 2 of the Demo video

Integration

ZOHO CRM Integration With Contact Form 7: You can sync CF7 form submissions data over to ZoHo CRM. The integration is established after installing and activating the Contact Form 7 plugin. You can tailor your form fields to get the desired responses. Also, you can map your custom fields and connect them with ZoHo objects.

Features

1. Feeds to sync WooCommerce data

The WooCommerce Zoho integration plugin comes with feeds you can use to sync the data of your WooCommerce objects to Zoho CRM. By default, you get four feeds that sync the data of these objects.

• Products
• Contacts
• Deals
• Orders

Note: Apart from the default feeds, you can create custom feeds as well to sync data for other objects like Invoice, Account, etc.

The WooCommerce integration for Zoho plugin provides a range of settings you can use to customize your feeds. These are some of the options for customizing feeds:

1.1 Select object: Select the type of Zoho object to which you want to send your data

1.2 Map fields: Map Zoho fields to WooCommerce fields

1.3 Add a new field: Add a new field to your feed

1.4 Map Woo order statuses: Let you map WooCommerce order status and Deal stages with respective Zoho status and stages. (for Sales Order feed only)

1.5 Product/Shipping Details: This lets you add an order line item as a product and shipping as a line item. (for Sales Order feed only)

1.6 Product Image: This Lets you upload product thumbnail images to Zoho CRM. (for Product feed only)

1.7 Primary field: Select a field you want to use as a primary key. 

1.8 Select event: Select the event that will trigger data synchronization. Create custom feeds to sync any other objects’ data.

1.9 Tax Setup: Make products taxable by selecting tax rates. You can map your Zoho tax rates with WooCommerce products here.(for Product feed only)

2.0 Conditional Filters: Let you specify some conditions that must be met, or the data will not sync over Zoho CRM.

2. Historical data sync

You can sync all your existing (historical) data using WooCommerce Zoho CRM Plugin. The plugin for WooCommerce offers you two different methods to do this:

2.1 One-click sync: Sync newly added data or data that didn’t sync in the last process

2.2 Bulk data sync: Sync all data of the WooCommerce object. Select the object and related feed to start sending your existing data over Zoho CRM. 

3. Comprehensive logging

The log tab displays all your WooCommerce data that was successfully synced over Zoho CRM or failed.

There is a filter in the log table for filtering errors. The Reload button highlighted in the screencast below lets you instantly reload your currently synced data without refreshing the page. This tab contains 2 different sections, where one section called Sync Logs shows the data you sent over Zoho CRM from WooCommerce. 

This tab contains 2 different sections, where one section called Sync Logs shows the data you sent over Zoho CRM from WooCommerce.

This log section displays details like Feed, WooCommerce Object, Woo Object ID, Zoho Object, and more.

All these details make it easy to identify and resolve errors that occur in synchronization.

The second section called Zoho Data log displays the details whenever a Product’s stock or Sales Order is updated over Zoho CRM and it is synchronized in WooCommerce (provided the respective options are enabled in the settings tab).

4. Instant sync

The instant sync feature, if enabled, synchronizes your WooCommerce data to Zoho CRM instantly. (This depends on the event you select in your feed settings. For example, if you select a “New Order” event, your data will sync over Zoho as soon as a new order is placed.)

If you disable this feature, you’ll be required to sync your store’s data manually through One-click or Bulk data sync.

5. Enable/disable logging

You can enable/disable sync logging at your convenience using this Zoho WooCommerce integration plugin. Along with that, you can also set the time you want to store logs. The logs will automatically delete after the set number of days.

6. Two-Way Sync for Products and Orders

Enabling this toggle will allow you to sync the product stock quantity and sales order status from Zoho CRM to WooCommerce. If you enable these toggles, whenever a Product’s stock or an Order’s status is changed in the Zoho CRM, it will sync and reflect over your WooCommerce store as well.

7. Conditional Filters

Applying conditional filters on the feeds will make sure that the data will sync over Zoho CRM only if the set conditions are met. You can select the fields and type of condition and then add the values to determine your condition. Also, you can add multiple AND OR filters in your condition.

8. Background Sync

With the background sync feature on, you can sync your existing data in the background over Zoho CRM every 5 mins using the Bulk Sync feature. This feature helps you when you don’t want to sync the data in the beginning while setting up the integration.

9. Enable Woo Sync Logging

This setting allows you to easily enable or disable your log creation for the WooCommerce-based synced data over your Zoho CRM.

You might think, why is it useful for me??? It is. Once you want to check your synchronized WooCommerce data over Zoho CRM for your log maintenance, you can utilize the data from here.

10. Support Tab

This support tab in the Zoho WooCommerce Integration plugin holds the purpose to help you if you run into problems while using the plugin even though you have tried all of the listed valuable choices. These solutions include our video, document, and frequently asked questions (FAQ) assistance, as well as the options for hassle-free payment setup, Skype connect, and ticket management.

To communicate with our professionals and the expert resources at your fingertips, you can conveniently use these hands-on resources.

Why Should You Use Zoho CRM Integration Plugin?

Data management is a tough job for many businesses. Thriving WooCommerce stores collect more data than they can manage with simple spreadsheets. CRMs are helpful to visualize, track, and manage your data at a central stack. And among CRMs, ZOHO is the preferred selection of thousands of businesses. Stores need a tool that connects Zoho and WooCommerce—one that’s fast, reliable, and easy to use. WooCommerce Zoho integration by WP Swings is that tool.

Benefits

• Hassle-free setup and interface: This WooCommerce Zoho CRM Plugin is easy to set up. You don’t need to be a tech nerd to install and use it in your WooCommerce store.
• Quick and easy data sync: Sync all your WooCommerce data to Zoho CRM in no time. You can synchronize your existing and upcoming WooCommerce data to Zoho quickly.
• Auto Update the Deleted Feed Data: The Reset Zoho Feed Id metabox settings feature of the plugin for WooCommerce makes it simple to sync and update the current data, even if you unintentionally altered or removed data across only one platform. It facilitates data feed sync with all ease.
• Save time you waste solving complex errors: The Zoho integration with WooCommerce plugin provides a detailed error log report which helps you identify the cause of errors. It cuts the time you spend finding and correcting errors.
• Get full control over your data: The WooCommerce CRM Zoho plugin allows you to map fields, order statuses, events, and more. You control what data syncs over CRM for an object.

Support

Visit CRM Integration For Zoho Documentation to learn more about the features and working of the plugin. If you need support or have questions, kindly submit your query.