Magento Zoho CRM Integration is a prehensive module that provides automatic data synchronizing solution from your Magento sites to Zoho CRM.

The extension page: store.magenest.com/magento-extensions/magento-zoho-crm-integration.html

1. The Module supports the following synchronizations:
   • Customer Accounts in Magento to Leads, Contacts and Accounts in Zoho.
   • Products in Magento to Products in Zoho.
   • Promotions in Magento to Campaigns in Zoho.
   • Orders in Magento to Sales Orders in Zoho
   • Invoices in Magento to Invoices in Zoho.
2. Admin can easily define field mappings to select what data to sync.
3. Admin can view the report to see the sync history between the two platforms.                                                                  
   

Your store should be running on Magento Community Edition version 1.8.x or 1.9.x.

Video Tutorial Playlist

( Go to the playlist to view more: https://www.youtube.com/playlist?list=PLOgckfH7zlZslbCnBHu6KVKseSsrJsnTh )

First, you need to log into Magento's backend site. Click on ZohoCRM Integration → Configuration.

• 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

• Fill in your email ID, password and auth token of Zoho.
• Choose fields that you want to sync and hit Save Config

• You can choose which data fields you want to sync from Magento to Zoho.

Click on ZohoCRM Integration tab –> Field Mapping to view available mappings

• You can edit, export to CSV, change status for fields or delete fields.

• To add new mapping, click on Add button then choose field mapping you want to sync

1. Select Table: select table that you want to sync
2. Magento Field: select Magento data field
3. Zoho Field: select Zoho data field
4. Status: active or deactive this data field sync
5. Description: describe this mapping

Then click on Save. Your field mapping will be included in the next sync.

• To delete a mapping, Click on Edit –> Delete, Hit OK to confirm delete.

• To retrieve newly created fields in Zoho, click on ZohoCRM Integration –> Retrieve Fields.

• In Magento Register Page

• In Zoho's Leads

• After successfully editing information

• In Zoho's Contacts

• After successfully placed an order.

• In Zoho's Sales Orders

• In Zoho's Accounts

• After successfully Added Mushroom Escape

• In Zoho's Products

• When Free Gift Giveaways Promotion was created

• A campaign was synced in Zoho

• When an invoice is successfully sent

• in Zoho's Invoices

• Customer Huan Dao Trong was deleted from Magento

• In Zoho's Leads

• In Zoho's Accounts

• In Zoho's Contacts

• 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.