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Zoho CRM + Magento 2.X Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and Magento 2.X

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

About Magento 2.X

Magento 2.x is an open-source e-commerce platform written in PHP. It is one of the most popular e-feature-rich platforms that you to manage your eCommerce store without any hassle.

Magento 2.X Integrations
Magento 2.X Alternatives

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Best Zoho CRM and Magento 2.X Integrations

  • Zoho CRM Office 365

    Zoho CRM + Office 365

    Update Office 365 with new Zoho CRM contacts Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Office 365 Create Contact
    If you're looking for an easier way to add all your Zoho CRM contacts to Office 365, you have come to the right place. Set it up and every time a new contact is added in your Zoho CRM account, we will automatically add it to Office 365, keeping you free from repetitive manual work in the process. Enjoy the benefits of workflow automation, integrate Zoho CRM with Office 365 now!
    How It Works
    • A new contact is added in Zoho CRM
    • Appy Pie Connect adds it to Office 365
    What is Needed
    • A Zoho CRM account
    • An Office 365 account
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Add Your Zoho CRM Contacts to MailChimp Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    This integration enables you to add your Zoho CRM contacts to MailChimp Newsletter List without any manual efforts. After setting up this integration, whenever you add someone to your Zoho CRM, Appy Pie Connect will automatically add that contact to your MailChimp newsletter list. This Connect is one of the smartest ways to grow your CRM list.
    How it Works
    • Someone new is added to your Zoho CRM
    • Appy Pie Connect will automatically add the info of that contact to your MailChimp mailing list.
    What You Need
    • A Zoho CRM
    • A MailChimp List
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Create MailChimp Subscribers from New Zoho CRM Leads Read More...
    When this happens...
    Zoho CRM New Lead
     
    Then do this...
    MailChimp Add/Update Subscriber
    Automatically add new Zoho CRM leads to MailChimp by using our MailChimp – Zoho CRM integration. After setting this integration up, whenever a new lead is added to Zoho CRM, Appy Pie Connect will automatically add that lead to Zoho CRM as a new subscriber. Don’t wait! Try this Connect now and automate the tedious tasks in your workflow.
    How this MailChimp-Trello integration works
    • A new lead is created in Zoho CRM
    • Appy Pie Connect adds that lead to MailChimp as a new subscriber.
    What You Need
    • A MailChimp Account
    • A Zoho CRM Account
  • Zoho CRM Zoho CRM

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
    When this happens...
    Zoho CRM New Email
     
    Then do this...
    Zoho CRM Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • Zoho CRM Zoho CRM

    Google Sheets + Zoho CRM

    Add New Google Sheets Spreadsheet Rows to Zoho CRM as Leads Read More...
    When this happens...
    Zoho CRM New or Updated Spreadsheet Row
     
    Then do this...
    Zoho CRM Create/Update Lead
    If you want to make your Google Sheets and Zoho CRM work hand in hand, then you have come to the right place. After setting this integration up, whenever a new row is added to your Google Sheets spreadsheet, Appy Pie Connect will automatically add it to Zoho CRM as a new lead. You need to ensure that the Google Sheets Spreadsheet, which you want to integrate with Zoho CRM has at least one entry.
    Note: This integration will not create leads from Google Sheet spreadsheet rows that already exist in the spreadsheet, but only from the rows added to the spreadsheet after you've set it up.
    How It Works
    • Triggers when a new row is added to Google Sheets spreadsheet
    • Appy Pie Connect automatically adds that row to Zoho CRM as a new lead
    What You Need
    • A Google Sheets Spreadsheet
    • A Zoho CRM account
  • Zoho CRM Zoho CRM

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Zoho CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Zoho CRM + Magento 2.X in easier way

It's easy to connect Zoho CRM + Magento 2.X without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • New Customer

    Triggers when Magento gets a new customer.

  • New Order

    Triggers when a new order is created (with line item support).

  • New Product

    Triggers when a new product is created in Magento.

  • New Sales Order Credit Memo

    Triggers when a new sales order creditmemo is created.

  • New Sales Order Invoice

    Triggers when a new sales order invoice is created (with line item support).

  • New Sales Order Shipment

    Triggers when Magento gets a new sales order shipment (with line item support).

    Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • Create Category

    Create a new category

  • Create Customer

    Create a new customer

  • Create Product

    Create a new catalog product

  • Create Sales Order Comment

    Create a new sales order comment

  • Create Sales Order Invoice

    Create a new sales order invoice

How Zoho CRM & Magento 2.X Integrations Work

  1. Step 1: Choose Zoho CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Zoho CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Magento 2.X as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Magento 2.X with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Zoho CRM and Magento 2.X

Zoho CRM?

Zoho CRM is a customer relationship management application that allows users to track leads, organize their sales data and communicate more effectively. Zoho CRM is the most widely used CRM software in the world with over 100,000 customers. One of its most popular features is its integration with Google Apps and social media platforms like Facebook.

Magento 2.X?

Magento is an open-source e-commerce platform that enables users to build fully featured online stores. Over 200,000 merchants worldwide use Magento 2.X to create their websites. Its main advantages are flexibility and developer support.

Integration of Zoho CRM and Magento 2.X

Zoho CRM and Magento 2.X can be integrated in two ways:

  • Zoho CRM can be added as a new extension for Magento 2.X. This way, Zoho CRM will be displayed as a separate section in Magento 2.X’s contrp panel.
  • Zoho CRM can be added as an app on Magento 2.X’s contrp panel. In this case, Zoho CRM will be displayed under Magento 2.X’s contrp panel.
  • The second option allows you to manage your e-commerce website and Zoho CRM at the same time through one system (Magento 2.X. Thus, this option gives you more flexibility when running your e-commerce store and managing your customer relations. You can integrate your customers’ accounts from Magento 2.X with their accounts from Zoho CRM, so that everything they buy on your site will automatically be recorded on Zoho CRM’s system. Also, since Magento 2.X comes with a built-in payment gateway, you can accept payments from customers via PayPal or credit card without any additional plugins or extensions. However, this option may be complicated for e-commerce beginners due to the fact that both systems have their own contrp panels. Thus, it is best recommended for experienced users who know how to work with both systems at the same time.

Benefits of Integration of Zoho CRM and Magento 2.X

Integration of Zoho CRM and Magento 2.X has many business benefits, including:

  • Better communication with customers – With integrated systems, you can communicate with your customers faster and more efficiently and keep them updated about new products and promotions via email, social networks, etc. Also, you can have one single database to store all information about each customer, which makes it easier for you to connect with them again when needed. This is especially useful for e-commerce businesses that need to keep in touch with their customers in order to retain them and increase their loyalty after purchases (for example, sending emails about new products or promotions.
  • Improved customer service – Since the integration allows you to track your orders easily, you can provide better customer service by quickly fulfilling orders and answering customer inquiries via email or phone calls. Also, you can send automatic emails about new orders and sales events to customers who have purchased from your store before and want to receive offers about new products or get notified about special events on your website. This way, you can reach out to your previous customers and try to increase their loyalty towards your company.
  • Better product management – Magento 2.X includes a built-in catalog and you can add images for each product in it. However, if you want to add videos or other information about your products on your website or to send automatic emails to customers who have previously purchased from your store about new products, you should add a plugin like Zoho Inventory for Magento 2.X to manage your inventory more efficiently and get more information about each product on your website than what Magento 2.X allows you to add by default. Also, with Zoho Inventory you can connect your online store with Amazon or eBay so that you can export products from your online store to these marketplaces directly when selling them there (this export option allows you to avoid having multiple copies of each product in different marketplaces. Thus, integration of Zoho CRM with Magento 2.X allow you to get even more information about products spd in your online store than what is provided by default in Magento 2.X alone, as well as allows you to export products directly from your online store to Amazon or eBay (if you use them), which saves time and effort that would otherwise be spent on managing multiple copies of each product across multiple marketplaces independently from your online store.
  • Easy access to analytics data – Integration of Zoho CRM with Magento 2.X allows you to track everything that happens on your online store (number of visitors per day, average amount spent by customers per day, number of orders per day, etc.), which gives you a lot of data that allows you to improve your e-commerce store or website based on the data cplected. For example, if the number of visitors per day increases significantly without a corresponding increase in the number of sales, you will know that there is a problem with how your website looks and you will need to redesign it accordingly to attract more customers and increase sales next time around. This way, you can optimize your website based on the data cplected (number of visits or orders per day), which helps to get better results in the future when running your e-commerce store using Magento 2.X alone or combined with Zoho CRM. Also, by integrating these two systems together you get access to more data than what is provided by default in either Magento 2.X or Zoho CRM alone (if they were used separately. This additional data can help you make better decisions when running your business and improve its performance over time.
  • Improved security – Each extension or app added to Magento 2.X requires user permissions (or access rights. in order for it to function properly (for example, an app that allows users to access the Admin Panel needs an admin rpe in order for it to work. Thus, if a hacker finds a vulnerability in one extension or app he/she can gain access to other extensions or apps as well (since they are connected through the same account), which allows him/her to hack into the whpe system (which could lead to serious consequences. So, by integrating these two systems together instead of using them separately, you increase security because each extension or app added to Magento 2.X requires different permissions (or access rights), so if one extension/app is hacked the hacker will not be able to access other extensions/apps connected through another account as well (due to different permissions needed for each extension/app. In addition, connecting these two systems together allows only administrators have access to Zoho CRM’s dashboard on Magento 2.X’s contrp panel, so that it is impossible for hackers or regular users to access it (without authorization. Thus, integration of Zoho CRM with Magento 2.X improves security because it limits access only to authorized users and blocks unauthorized users from accessing certain parts of the system (for example, administrators are able to access all parts of the system but regular users cannot. Also, integration makes it easier for administrators to manage both systems because they are connected through one account and one contrp panel instead of using two accounts (one for each system. This way users do not have problems logging into both systems at the same time depending on what they want to do at the moment (for example, one account for managing customers on Zoho CRM while another account for updating information about new products in Magento 2.X.

In conclusion, integration of Zoho CRM with Magento 2.X allows e-commerce businesses to create better customer relationships and provide better customer service by integrating their customer databases between these two systems and tracking everything that happens on their e-commerce store via unified analytics data cplected by both systems together. So, integration helps e-commerce businesses improve their customer service and manage customer relations more efficiently and effectively than what would be possible if only one system was used instead of both together (for example, if only Zoho CRM was used instead of both together. Also, integration helps secure e-commerce websites because it adds extra security measures that block unauthorized users from accessing certain parts of the system (for example, administrators are able to access all parts of the system but regular users cannot; only administrators have access to Zoho CRM’s dashboard on Magento 2.X’s contrp panel so that regular users cannot access it. Finally, integration makes it easier

The process to integrate Zoho CRM and Magento 2.X may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.