Integration of WooCommerce with ZOHO CRM

Description

If you have any wooCommerce sites & you want to track all the information of your customers then Integration of WooCommerce with ZOHO CRM can be your easy solution. By adding this plugin you can control all the customer details in a synchronized way without any hassle.

Integration of WooCommerce with ZOHO CRM is an advanced integration of your wooCommerce site with your ZOHO CRM account. After authenticating your site with ZOHO CRM, you can sync all of your wooCommerce orders to ZOHO CRM (Customers, Products, Sales Order) in a matter of few minutes. You just have to map the wooCommerce fields with the CRM fields once, and you are ready to go! This plugin allows you to create custom value to add data.

📜 Things you need :
The prerequisites you need to use our plug-in :
➤ A WooCommerce shop.
➤ A ZOHO CRM account.

⚙ Integration Setup:
➸ Install & activate Integration of WooCommerce with ZOHO CRM .
➸ Click the Home button.
➸ From Zoho CRM settings enter Integration Name, Data Center, Homepage URL, Authorized Redirect URL.
➸ For Client id & Secret press Zoho API console. Authorize your site.

🎉 Overview of features :
➤ The Mapping feature consists of three types of mappings- Customer (Contact) mapping, product mapping & Sales order mapping [Product & sales order in pro version]. It imports customer, product names & sales order information on ZOHO CRM.
➤ From ‘Customer’ you can select the module (Accounts, Contacts, Leads and all of your Custom Modules) to which you want to trigger the customer details.
➤ From ‘Customer’,admin can create related lists under new records. Then you can set the field name on Customer Mapping field according to your choice. Admins can also create related list from ‘Products’ & ‘Sales Order’ also .
🔗 For more details visit BitPress
📹 For video tutorial visit our Channel.

Installation

  1. Download the plugin.
  2. From the WordPress Admin Panel, click on Plugins => Add New.
  3. Click on Upload, so you can directly upload your plugin zip file.
  4. Use the browse button to select the plugin zip file that was downloaded, and then click on Install Now.
  5. Once installed, click “Activate”.

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Contributors & Developers

“Integration of WooCommerce with ZOHO CRM” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.0.0

  • Initial release of bit_wc_zoho_crm

1.0.1

  • icon/logo updated

1.0.2

  • plugin name changed from ‘crm for woocommerce in zoho’ to WC-2-ZCRM
  • product & sales order feature added