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Table of Contents
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Introduction


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Magento 2 Zoho CRM IntegrationCRM Integration synchronizes data automatically from your Magento 2 store to Zoho CRM.

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Features

  • Allows synchronizing and updating Customers from Magento store into Zoho CRM Leads, Contacts, Accounts both manually and automatically. 
  • Allows synchronizing and updating Products from Magento store into Zoho CRM Products both manually and automatically. 
  • Allows synchronizing Orders from Magento store into Zoho CRM Sales Orders both manually and automatically. 
  • Allows synchronizing Invoices from Magento store into Zoho CRM Invoices both manually and automatically.
  • Admin can manage the field mappings in Magento 2 backend with ease
  • It is very easy to use and set up
  • Supports multiple languages
  • View synchronization history from synchronization report
  • View synchronization history in each item for Customers, Orders, and Products
  • "Add to queue" mass action for Customers, Orders, Products and Invoices grid tables

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Your store should be running on Magento Community Edition version 2.0.x, 2.1.x, 2.2.x, 2.3.x

Magenest Zoho CRM Version 2.1.5 - Updated: April 7, 2023

Compatibility: Magento 2.3.x, 2.4.x

Compatible with Magento 2.4.6

Video Tutorial


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Configuration

Login to the Zoho account

First, you have to create a Zoho account by going to https://www.zoho.com/crm/

 

  

Click on the Create Account button to register a new account. 

 

 

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