WooCommerce Zoho Integration

Description

Easily create leads, contacts, accounts, deals or any object in Zoho (CRM, Books, Inventory, Invoice) when an order is placed via WooCommerce. Free version supports Contacts in Zoho Books, Zoho Inventory and Zoho Invoice, all other features are available in Premium version. Learn more at crmperks.com.

How to Setup

  • Go to WooCommerce -> Settings -> Zoho tab then add new account.
  • Go to WooCommerce -> Zoho Feeds tab then create new feed.
  • Map required Zoho fields to WooCommerce Order fields.
  • Send your test entry to Zoho(CRM, Books, Inventory, Invoice).
  • Go to WooCommerce -> Zoho Logs and verify, if entry was sent to Zoho(CRM, Books, Inventory, Invoice).
  • View screenshots for creating Contact/Account and assign it to SalesOrder. Assigning Contact to SalesOrder is available in pro version only.

Connect Zoho Account

Connect Zoho (CRM, Books, Inventory, Invoice) Account to WooCommerce store by simply oauth 2.0 authentication. Also you can connect multiple Zoho accounts.

Fields Mapping

Simply Select Zoho(CRM, Books, Inventory, Invoice) Object then map WooCommerce Order fields to Zoho Object(Contact, Account, Lead, Deal, custom module etc) fields.

Export Event

Choose event, when WooCommerce Order data should be sent to Zoho(CRM, Books, Inventory, Invoice). For example , send WooCommerce Order to Zoho on Order Completion.

Primary Key

Instead of creating new Object(Contact, Account, Lead, Deal, custom module etc) in zoho(CRM, Books, Inventory, Invoice), you can update old object by setting Primary Key field.

Error Reporting

If there is an error while sending data to Zoho, an email containing the error details will be sent to the specified email address.

Zoho(CRM, Books, Inventory, Invoice) Logs

Plugin saves detailed log of each WooCommerce Order whether sent (or not sent) to Zoho and easily resend an Order to Zoho(CRM, Books, Inventory, Invoice).

Export Logs as CSV

Easily export Zoho Logs(WooCommerce Orders sent or not sent to Zoho) as a CSV file for bookkeeping, and accounting purposes.

Full Synchronization

All Woocommerce Orders are fully synchronized with Zoho. If you update/delete/restore an order that order will be updated/deleted/restored in Zoho(CRM, Books, Inventory, Invoice).

Filter orders

By default all Woocommerce orders are sent to Zoho, but you can apply filters & setup rules to limit the orders sent to Zoho. For example sending Orders from specific city to Zoho.

Send Data As Notes

Send one to many WooCommerce Order fields data as an object(Contact, Account, Lead, Deal, custom module etc) Note in zoho(CRM, Books, Inventory, Invoice).

Assign Objects

An Object(Contact, Account, Lead, Deal, custom module etc) created/updated by one feed can be assigned to the Object created/updated by other feed.

Premium Version.

Following features are available in Premium version only.WooCommerce Zoho Integration

  • Add WooCommerce Order Items to Zoho.
  • All Zoho modules like Invoices, Customer Payments, Estimates, Credit Notes, Recurring Invoices, custom modules etc.
  • Zoho Custom fields.
  • Zoho Phone Number fields.
  • Select Zoho Object Layout.
  • Add a lead to campaign in Zoho CRM.
  • Assign owner to any object(Contact, lead , account etc) in Zoho CRM.
  • Assign object created/updated/found by one feed to other feed. For example assigning a contact to a custom Zoho object.
  • Track Google Analytics Parameters and Geolocation of a WooCommerce customer.
  • Lookup lead’s email and phone number using popular email and phone lookup services.

Premium Addons

We have 20+ premium addons and new ones being added regularly, it’s likely we have everything you’ll ever need.View All Add-ons

Want to send data to other crm

We have Premium Extensions for 20+ CRMs.View All CRM Extensions

Screenshots

  • Connect Zoho Account.
  • Map Zoho Fields to WooCommerce Order fields.
  • Zoho logs.
  • Send WooCommerce Order to Zoho.
  • Get Customer's email infomation from Full Contact(Premium feature).
  • Get Customer's geolocation, browser and OS (Premium feature).

FAQ

Where can I get support?

Our team provides free support at https://www.crmperks.com/contact-us/.

WooCommerce Zoho integration

Easily integrate WooCommerce Orders to Zoho CRM with free WooCommerce Zoho Plugin. Connect Zoho account and map WooCommerce Orders fields to Zoho object fields. You can integrate WooCommerce order to Zoho CRM Contact, Lead, Account, Deal or any custom module.

woocommerce and zoho connector

Easily connect woocommerce to zoho crm with this free woocommerce and zoho connector. If you need all features then use woocommerce and zoho crm connector pro which comes with lot of additional features.

zoho and woocommerce

Woocomerce is free and open source ecommerce plugin and basic features of Zoho crm are free. You can easily connect zoho and woocommerce with woocommerce and zoho crm connector pro.

Zoho Invoice WooCommerce
  • Easily connect your WooCommerce store to your Zoho Invoice account.
  • Add WooCommerce customers to Zoho Invoice customers.
  • You can create invoices, estimates and payments in zoho Invoice with Pro version.
How zoho and woocommerce integration works

This free zoho crm woocommerce plugin can create/update any object(contact,account,lead, product etc) in Zoho crm when an Order is placed in Woocommerce.

WooCommerce Zoho Books
  • Easily connect your WooCommerce store to your zoho books account.
  • Synchronise WooCommerce customers to Zoho Books customers.
  • Pro version supports zoho books invoices, estimates and payments.
Woocommerce Zoho Inventory Integration
  • Go to WooCommerce -> Settings -> Zoho then Connect your zoho Inventory account.
  • Create a Zoho Inventory feed then map zoho Inventory fields to WooCommerce Order fields.
  • Open any Order and click “Send to Zoho Inventory” button.
  • New Woocommerce Orders will be auto sent to zoho Inventory.
Woocommerce Zoho Inventory
  • You can connect your WooCommerce store to your zoho Inventory.
  • Plugin Sends WooCommerce customers to Zoho Inventory customers.
  • Pro version supports zoho Inventory invoices, salesOrders and payments.
How to integrate Zoho Books with Woocommerce
  • Go to WooCommerce -> Settings -> Zoho then Connect your zoho books account to WooCommerce.
  • Create a Zoho feed then map zoho books fields to WooCommerce Order fields.
  • Open any Order and click “Send to Zoho” button.
  • All new Woocommerce Orders will be auto sent to zoho Books.

Reviews

January 20, 2020
Set up a ZOHO Plugin and these guys have been fantastic in taking care of the customization and making sure it works as intended without me having to do any of the back end stuff. Hands down the best support I have received from a plugin developer to date
December 29, 2019
We had a problem with the connection to the Zoho Inventory module. I wrote to support Thursday and they fixed it over the weekend. Thanks again,
December 17, 2019
We had a bit of trouble (user error) getting started. Support was great, plugin works great. A much better solution than using Zapier to get Orders to Zoho. Thanks!
Read all 22 reviews

Contributors & Developers

“WooCommerce Zoho Integration” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.0.8

  • removed disabled layouts from list.
  • fixed timezone issue.
  • fixed “add note” feature.

1.0.7

  • added zoho.com.au support.

1.0.6

  • added zoho Inventory support.

1.0.5

  • fixed “save_product” event.

1.0.4

  • escaped brackets in search.
  • added Gclid field.

1.0.3

  • Fixed “check filter” feature.

1.0.2

  • Added support for multi-lookup field.

1.0.1

  • Moved to Zoho API V2.
  • Added support for Zoho Eu datacenter.

1.0.0

  • Initial release.