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How to integrate Zoho CRM with Magento 2?

If you are looking for ways to collect information and customer data from your Magento 2 store then you must integrate Zoho CRM with your Magento 2. Zoho CRM will help you in attracting more customers to your store.

So what exactly is ZOHO CRM?

Zoho CRM is a one-stop solution for organizations, marketers, or sales departments to track customers, understand their behavior, and enhance their experience. Power-packed with features and varied functionalities it helps developers integrate all the customer data and migrate from the Magento 2 warehouse into the Zoho CRM platform easily.

Making the integration smooth and seamless, gives easy access to the customer data for detailed analyses about a particular customer. This helps organizations with better decision-making for all the marketing campaigns based on customer demands.

How to integrate Magento 2 and Zoho CRM?

The following steps can be a quick guide that will make the migration easy for you:

  • Sign in to your Zapier account -> Select Make a Zap
  • Go to ZOHO CRM login and sign up there
  • Then follow the below steps for an easy integration
    • Choose a Trigger App which you want to integrate
    • Then from the Dropdown list select the field you want to integrate
    • Click on SAVE to continue

Following images will make it easy for you to understand.

Here at this stage, you have to connect your account. For this Go to Magento 2.0 store -> Select Account -> Enter Details like Full domain name, Admin User name, and Admin Password.

Once you have entered the details, click Yes to continue. Great! This way you have tested Magento 2.0 successfully. Now follow the next steps to continue with the integration.

  • Go to ZOHO CRM -> Choose Action App field

  • Select Action like to add new contact -> Click Save to continue

  • Then select ZOHO CRM Account -> Click on Connect Account -> Follow the guide

  • Next, Set up template -> Set up contact -> Enter details -> Click on continue
  • Zoho CRM integration tested successfully
  • Choose finish and set the new ZAP name to complete the integration

You are done with your set up and now the system will help you with the auto-check in your Magento 2.0 store for any new customer automatically.

  • Below is the file that you have just established. All your contact details along with other information are just in one place for easy access.

So, in this way, we integrate Zoho CRM with Magento 2 and now it’s time for you to try these steps for easy integration to uplift your sales. If you still failed to integrate, then hire Mage Monkeys for the Magento integration service.

Fill the form below if you need us to connect your Magento store with Zoho CRM.

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    Eshika Is a bibliophile and conversationalist. Her life revolves around writing , photography, presentation and repeat. "go with the Flow" is her approach in life.

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