Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Your store should be running on Magento Community Edition version 2.0.0 and more.

 

Video Tutorial Playlist

(Go to the playlist to view more: https://www.youtube.com/playlist?list=PLOgckfH7zlZvxHoQ13oN-Baqk_iXfa4wY )

 

Widget Connector
width853
urlhttp://youtube.com/watch?v=RxHQrBn0igQ
height480

 


Configuration

Set

Sign up the Zoho account

You must to have an existing Zoho account to use this extension. If you don't have a Zoho account, you can create one by go to: https://www.zoho.com/crm/ and click Sign in.


  

Click Sign Up Now button to register a new account.

 

Give your details and you will get the Zoho  account



After verify your account via email, access your account in Zoho CRM to get the Auth token. 

 

You need to log in backend Magento 2: Store/ Magenest / ZohoCRM Config/ Setup

2. Zoho CRM Integration User Guides | 2. Zoho CRM Integration User Guides

Setup

 

Generating Zoho Auth token

Method 1:

 

The generated output looks like this:

magento 2 zoho Image Removed

 

Method 2

  • Just leave the Auth token field blank, it will be automatically generated after you hit Save Config
  • However, it is important for you to clear active auth token after a while. If the number of active auth token goes above 10, the extension cannot function properly.

  • Click on your Profile picture at the top right corner, click on My Account > Preferences > Sessions > Active Authtokens

  • Delete active authtokensauth tokens

 

magento 2 zoho crm

 

Set Up The Integration

Log in to back end Magento 2: Store > Configuration > Magenest > ZohoCRM ConfigConfig 

Enter 


  • Email: Enter your email of Zoho account

...