Description
Magento 2 Zoho CRM Integration connects Magento 2 with Zoho CRM for direct access to CRM data inside your store admin. It allows you to import Zoho leads, contacts, and deals into Magento, so you can manage customer and sales data without switching platforms.
This Magento 2 Zoho CRM connector helps keep records updated by syncing CRM data into Magento. Admins can view and use leads, contacts, and deals directly from the backend, improving workflow and reducing manual effort.
The module also supports linking Magento orders with Zoho CRM deals. This helps track sales more effectively. When an order is created and linked to a deal, the deal stage can be updated automatically to “Closed Won,” improving sales visibility and process automation.
This integration focuses on data import and does not support export. It is useful for businesses that want to use Zoho CRM data inside Magento for better order and deal management.
Additionally, if you want seamless Zoho CRM and Odoo integration to automate leads, customers, and sales pipelines, you can also check Odoo Zoho CRM Connector.
Highlighted Features
Order to Deal Linking
Link Magento orders with existing Zoho CRM deals for better tracking.
Deal Stage Update
Automatically set deal stage to “Closed Won” when an order is placed.
Import Zoho CRM Data
Import leads, contacts, and deals into Magento admin panel.
Field Mapping
Map Zoho CRM fields with Magento fields for accurate data alignment.
Why Do We Need Magento 2 Zoho CRM Integration?
Magento does not provide direct access to Zoho CRM data like leads, contacts, and deals. This forces admins to switch between systems, which slows down operations and reduces visibility.
This module solves the problem by importing Zoho CRM data into Magento. Admins can view and use CRM data directly from the backend, making processes faster and more efficient.
It also links Magento orders with Zoho CRM deals and updates deal stages automatically. This improves sales tracking, reduces manual work, and helps maintain accurate records.
Use Cases
This module helps businesses use Zoho CRM data effectively within Magento 2.
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Order to Deal Linking
Link Magento orders with existing Zoho CRM deals for better sales tracking.
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Deal Stage Automation
Automatically update deal stage to “Closed Won” when an order is created.
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Zoho CRM Data Import
Import leads, contacts, and deals into Magento for direct access.
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Accurate Data Mapping
Map CRM fields with Magento fields to maintain consistent data.
Zoho CRM Configuration
Magento 2 connects with Zoho CRM through module configuration. This allows CRM features to be managed directly from the admin panel.
- Enable or disable Zoho CRM integration
- Access general configuration settings
- Control CRM connection from admin
Zoho Account Creation in Magento
Connect your Zoho CRM account using API credentials to enable data access and import into Magento.
- Go to Zoho Account Management in Magento
- Click on “Add Zoho Account”
- Enter Client ID, Client Secret, Data Center, and Organization ID
- Edit the account and click on “Authenticate”
- Complete verification on Zoho
- Zoho account is successfully connected
Zoho CRM Deals Setup
Create and manage deals in Zoho CRM so they can be imported into Magento for better sales tracking.
- Create new deals in Zoho CRM
- Add deal amount, stage, and closing date
- Select account and contact
- Define pipeline and deal owner
- Save deals for import into Magento
Imported Deals in Magento
Magento displays imported Zoho CRM deals in the admin panel, allowing easy tracking and order linking.
- View imported deals in admin panel
- Check deal details like amount and stage
- Access related account and contact
- Link deals while creating orders
- Track deal status within Magento
Manage Leads in Zoho CRM
Create and manage leads in Zoho CRM so they can be imported into Magento for better tracking.
- Create new leads in Zoho CRM
- Add lead details like name, email, and phone
- Assign lead source and owner
- Capture company and contact details
- Save leads for import into Magento
Imported Leads in Magento
Imported leads are available in Magento admin, making it easy to access and use customer data.
- View imported leads in admin panel
- Access details like name, email, and company
- Check lead source and assigned owner
- Use lead data during order creation
Manage Contacts in Zoho CRM
Create and manage contacts in Zoho CRM so they can be imported into Magento for better customer handling.
- Create new contacts in Zoho CRM
- Add contact details like name, email, and phone
- Link contacts with accounts
- Assign contact owner
- Save contacts for import into Magento
Imported Contacts in Magento
Magento shows all imported Zoho CRM contacts in a dedicated section for easy access and usage.
- View imported contacts in admin panel
- Check details like name, email, and phone
- Access linked account information
- Use contact data during order creation
Support
For any query or issue, please create a support ticket here http://webkul.uvdesk.com/.
You may also check our top-quality Magento 2 Extensions.