On Demand Features
Request A demo
Submit a request for a personal demo for the CRM Integration For Zoho plugin.
Link Demo Store with Zoho
Once you get your demo website, connect it with your Zoho account. Check this setup guide to learn how to connect the plugin with Zoho.
Setup Plugin & Sync Data
After setting up the integration successfully, sync your existing WooCommerce data to Zoho. You can also do this while setting up the plugin.
Check Instant Sync
Make sure to check if the new data is syncing or not. Create a test order on your website to check if the data syncs properly or not.
Still confused ! How our CRM Integration For Zoho works ?
Frequently Asked Questions
To set up the connection, you’ll need to login to your Zoho account and go to Zoho API console and create a new app. You will get client ID and client secret ID to set up the connection. You can follow the app setup guide to check the complete process.
The plugin comes with the following four default feeds which sync the respective data over Zoho CRM:
- Products Feed
- Contacts Feed
- Deals Feed
- Orders Feed
By default the integration extracts your products data from WooCommerce and syncs them over Zoho as products. And for Contacts, Deals, and Orders, it retrieves data from WooCommerce orders and syncs it over Zoho CRM.
Yes. You can create your own custom feeds to sync data to any Zoho CRM object. For this you need to go to the feed section and click on the “Add new feed” button. It will redirect you to a new feed from where you can customize it to start syncing.
The instant sync feature, if enabled, synchronizes your WooCommerce data to Zoho CRM instantly according to the event selected in your respective feed.
Yes, you can sync data manually. There are 2 options available to sync data manually:
- Bulk Data Sync – Sync all the WooCommerce Objects of your site to the CRM in One Click.
- One Click Sync – Sync all the New/Failed WooCommerce Objects of your site to the CRM in One Click.
Along with the above options, you can also sync individual Orders data from the Order edit page.
You can set the duration you want to store the logs for in the “Settings” tab. The logs will automatically be deleted after the set duration.
You can generate a ticket to explain and submit your query. Our customer support work 24*7 for help.
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