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

Extension's page: http://store.magenest.com/magento-2-zoho-crm-integration.html

Features

• Allows synchronizing and updating Customers from Magento store into Zoho CRM Leads, Contacts, Accounts
• Allows synchronizing Orders from Magento store into Zoho CRM Sales Orders
• Allows synchronizing Invoices from Magento store into Zoho CRM Invoices ,
• Allows synchronizing Promotion rules from Magento store into Zoho CRM Campaigns
• Allows synchronizing and updating Products from Magento store into Zoho CRM Products
• Admin can define the field mappings in backend with ease
• It is very easy to use and set up

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 )

Installation

Here we will guide you through the installation process of our extension. First off, open FileZilla, log in to your host as follows:

In the above example we switched the local site to the extension directory, and the remote site to the code directory. Now on the remote site window, inside app/code directory, create a folder named Magenest and go inside it. Now on your local site window, right click on Wrapper extension and click Upload. The extension will be uploaded onto your host in a few minutes.

The second method will require you to compress the extension into .zip or .tar.gz format, then execute the following command in your Command Line/Terminal:

    scp <path to your extension> <ssh server>:<path to Magenest directory>

Then log into your ssh server, go to Magenest directory and execute the following command to decompress the module:

    unzip <.zip compressed extension> 

Or

    tar -xzvf <.tar.gz compressed extension>

Now go to your Magento root directory, say it's named magento2, and execute the following commands:

    sudo chmod -R 755 .

    php bin/magento setup:upgrade

    php bin/magento setup:static-content:deploy

    sudo chmod -R 777 var pub

After running all these, your Command line/Terminal window might look like this:

Finally, you need to flush the cache by either type this into the Command Line/Terminal:

    php bin/magento cache:flush

Or go to System > Cache Management and click Flush Magento Cache

Now you can go to your store and check if the extension is working as expected.

Configuration

Set 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

Generating Zoho Auth token | Set up the Zoho account

Generating Zoho Auth token

Method 1:

• Using the URL format: https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=Zoho CRM Username or Email ID&PASSWORD=Your Zoho CRM Password

• The generated output looks like this:
  
  

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 authtokens

• When a bug fix or new feature is released, we will provide you with the module's new package.
• All you need to do is repeating the above installing steps and uploading the package onto your store. The code will automatically override.
• Flush the config cache. Your store and newly installed module should be working as expected.

Once again, thank you for purchasing our extension. If you have any questions relating to this extension, please do not hesitate to contact us for support.

Magenest