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Magento 2 Zoho CRM Integration synchronizes data automatically from your Magento 2 site to Zoho CRM.
Extension's page: https://store.magenest.com/magento-2/zoho-crm-integration.html
Features
- Allows synchronizing and updating Customers from Magento store into Zoho CRM Leads, Contacts, Accounts 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.
- Allows synchronizing Promotion rules from Magento store into Zoho CRM Campaigns both manually and automatically.
- Allows synchronizing and updating Products from Magento store into Zoho CRM Products both manually and automatically.
- Allows synchronizing Subscriber from Magento store into Zoho automatically
- Admin can define the field mappings in backend with ease
- It is very easy to use and set up
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Your store should be running on Magento Community Edition version 2.0.x and 2.1.x.
Video Tutorial Playlist
(Go to the playlist to view more: https://www.youtube.com/playlist?list=PLOgckfH7zlZvxHoQ13oN-Baqk_iXfa4wY )
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Configuration
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 LOGIN.
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
- 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 auth tokens
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Log in to back end Magento 2: Store > Configuration > Magenest > ZohoCRM Config
Enter There are three tabs: Setup, Synchronization Settings, Synchronize
First of all, please enter email and password of your Zoho to integrate Magento 2 store with your Zoho CRM account
- Email: Enter your email of Zoho account
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- Auth Tokens: Enter your Auth Token of Zoho account
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Data Integration
Field Mapping
Go to ZohoCRM Config/ Field Mapping
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