ZOHO CRM INTEGRATION FOR WOOCOMMERCE
CRM for WooCommercec with ZOHO 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
➤ The mapping feature consists of three types of mappings- Customer (Contact) mapping, product mapping, and Sales order mapping [ Product and sales order in pro version]. It imports customer, product names, and 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’, the admin can create related lists under new records. Then you can set the field name on the Customer Mapping field according to your choice. Admins can also create a related list from ‘Products’ and ‘Sales Order’ also.
➤ There are 8 actions that the admin can trigger to the selected module.
➤ Users can map multiple fields to create sales orders. Customer module selection will be dependent on selection on the map fields of the sales orders.
➤ If you have any lookup field in which you want to connect a customer, then you have to select the customer radio option in the sales order tab.
➤ In the sales orders, you can directly add product information.
➤ Makes customer relation management easy.
➤ Add/Update automatically Contacts or Leads into Zoho CRM.
Integration Settings :
Follow the path :
ZCW => Home => Integration Settings
A. Integration Name: Set the integration name “ZOHO CRM API”.
B. Data Center: Set the specific ZOHO data center name where you have created your Zoho account. (e.g. : zoho.com)
C. Homepage URL: Enter the URL of your wooCoomerce website.
D. Authorized Redirect URL: Enter the URL in which ZOHO CRM will send the authentication code.
E. Client ID & Secret : To get client Id & secret information go to ZOHO API CONSOLE => Add Client=> Server-based application => Create New Client. Register all the information and get your client ID and secret information.
Now click ‘Authorize‘ and you are ready to manage all your data with your ZOHO CRM account.
Customer Mapping :
➤ Module: After integration with CRM users have to select modules in which all the customer data will be stored. Users can select Accounts, Contacts, Leads, and Custom modules.
➤ New Record: From this option, the user can create multiple related lists regarding the customer’s details.
➤ Field Map: Users have to sync their wooCommerce checkout field with their CRM field. Suppose you want to set your customer’s first name as a contact name in Zoho inventory. Then select ‘First Name‘ in your wooCommerce checkout field & select ‘Contact_Name‘ in the Zoho inventory field. You can map multiple fields with inventory fields to organize your customer information. You can set ‘Custom value‘ from where you can send order notes according to the placed order.
➤ Action: After mapping, all your required fields select the necessary Actions to be performed on integration, and then click on the Save button to save your settings.
- Workflow: Select this option to trigger the Zoho CRM workflow to relevant the selected module. If you didn’t select this option Zoho CRM workflow to relevant the selected module doesn’t work.
- Attachment: Select this option you can send file upload field data to Zoho CRM related list Attachments. You can also send file upload field data to Zoho CRM via normal field mapping). Please select the CRM file upload field from the drop-down which you want to send data.
- Approval: Select this option to automatically send form data to your Zoho CRM approval list instead of adding them.
- Blueprint: Select this option to trigger the Zoho CRM blueprint relevant to the selected module. If you didn’t select this option Zoho CRM blueprint to relevant the selected module doesn’t work.
- Upsert Record: Upon selecting the option YES, if a record with the identical value exists in Zoho CRM, it will be updated with the new values. If you select NO, a new record will be created in Zoho CRM. You can arrange fields in the order in which upsert should happen.
Assignment Rules: When you choose this option, Assignment Rules defined in Zoho CRM can be triggered when form entries are added to a CRM module. Please select the assignment rule from the drop-down which you want to trigger.
Tag Records: When you choose this option, you can add a tag to the records that are pushed to Zoho CRM. It helps you to search for records in CRM by tag. There has a list of tag records in the dropdown. You can use Zoho CRM by default tag, form fields also can add a custom tag.
Record Owner: Selecting this option you can set a record owner of the sent record.
Sales Order Mapping :
Sales order mapping is available for only pro version. When you are mapping your sales order one thing you have to keep in mind that you have to set a look up field on your CRM account. Through your selected look up field you could able to fetch the order records you need. While using the pro version, at first you have to select your desired lookup field. Then based on look up field you can set Customer Module. As like the Customer option you have to set the module of sales order and also can create a related list on New Record field. After mapping all your desired wooCommerce field with CRM field, when customer place any order from your wooCommerce site a corresponding sales order will be created automatically. You can customize your sales order area according to your need that how you want to show your customer’s sales order on your Zoho CRM account.
Product Mapping :
From product settings user have to set the product on the module section where all the product details of respective customer will be store from user’s wooCommerce site. If any item of your wooCommerce site is not enlisted in CRM account then you have to entry that particular item or product. Then you can create a related list as like as Customer and Sales Order option. You have to map which field of your wooCommerce site will sync with CRM field. One point to be noted, there will not arise any problem of duplicate data. Once the product is enlisted when multiple customers will order that particular item, all the details of the customers will be sorted regarding that product.
Import to ZOHO settings:
In this area you can set a duration, within which date you can import all data to CRM. As example, you are running a wooCoomerce site since 2019 but you have been using this plugin from 2020. Then if you set Start Date – 1/01/19 , End Date – 1/01/2020, Order Status – Confirmed & also set Import Type, after clicking ‘Import Data’ only mentioned data will be imported to zoho CRM. If you want to import all the confirmed data between 2019 to 2021 then just click the ‘Import Data’ button.
All Logs :
All logs allow admin to see the newly created data which has been placed on the site.
If user import any old data from your site, these data will also be displayed here.
Users can sort the columns according to their preference.
Users can copy all the API response of sales order to clipboard.
Log will show the related list of the related module.