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Created: 11/09/2016 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/27 

Introduction

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

System Requirements

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

 

 

Set Up The Integration

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

Enter 

• Email: Enter your email of Zoho account

• Password: Enter your password of Zoho account

• Get Auth Tokens: click get Auth Key button if this is the first connection. After that, you can click “re-New Auth Key” button to get a new Auth Key

• Auth Tokens: Enter your Auth Token of Zoho account

Data Integration Settings

Go to ZohoCRM Config/ Field Mapping

The module enables a grid table to manage mapping fields between Magento 2 and Zoho CRM. You can get a search filter, change status and edit mapping fields.

You can choose which data you want to sync from Magento 2 to Zoho.

To creat a new mapping field, go to ZohoCRM Config/ Field Mapping / Add field. 

• Type: select data type: Lead, Contact, Account, Order, Invoice, Product, Campaign.

• Description: Subcribe data information

• Zoho field: select Zoho mapping field in dropdown list

• Magento field: select Magento mapping field in dropdown list

• Status: select In active/ Active

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

 In Zoho's Leads

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

In Zoho's Contacts

• 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

After successfully placed an order

In Zoho's Sales Orders

In Zoho's Accounts:

• When admin add a new product in Magento 2, Zoho will auto sync data about that product

After successfully Added Ball Pup

In Zoho's Products

•  When admin add a new Promotion in Magento 2, Zoho will auto sync data about it as a Campaign. All editing will also be synced

When Hot Summer Sale Promotion was created

A campaign was synced in Zoho

• When an invoice is made by admin in Magento 2, Invoice in Zoho will be synced
  
  

When an invoice is successfully sent

• When admin deletes a customer account in Magento, that customer will also be wiped from Leads, Accounts and Contacts in Zoho.

Update

Support

• We will reply to support requests after 2 business days.
• We will offer lifetime free update and 6 months free support for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
• Support DOES NOT include other series such as customizing our products, installation and uninstallation service.