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When the process is done, go to Zoho CRM Integration > View Report to check what is synced in the grid.

 

Mapping Field Template 

Admins can refer to some mapping field templates below:

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Main Functions

 

  • When a new account is registered in Magento 2, Zoho will automatically add a new record of this account in Leads

In Magento 2 Register Page

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 In Zoho's Leads

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  • When a customer updates his information, data in Leads and Contacts will also be updated automatically

 

In Zoho's Contacts

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  • When a customer adds items to cart then check out, Sales Orders in Zoho will be auto synced. Also, a record in Accounts of that customer will also be added if not exist

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