Integration for WooCommerce and Zoho CRM, Books, Invoice, Inventory, Bigin

Description

Easily create leads, contacts, accounts, deals or any object in Zoho (CRM, Books, Inventory, Invoice) when an order is placed via WooCommerce. Free version supports Contacts in Zoho Books, Zoho Inventory and Zoho Invoice, all other features are available in Premium version. Learn more at crmperks.com.

Woocommerce Zoho Connector Setup

• Go to WooCommerce -> Settings -> Zoho tab?then add new account.
• Go to WooCommerce -> Zoho Feeds tab then create new feed.
• Map required Zoho fields to WooCommerce Order fields.
• Send your test entry to Zoho(CRM, Books, Inventory, Invoice).
• Go to WooCommerce -> Zoho Logs and verify, if entry was sent to Zoho(CRM, Books, Inventory, Invoice).
• View screenshots for creating Contact/Account and assign it to SalesOrder. Assigning Contact to SalesOrder is available in pro version only.

Connect Zoho Account

Connect Zoho (CRM, Books, Inventory, Invoice) Account to WooCommerce store by simply oauth 2.0 authentication.?Also you can connect multiple Zoho accounts.

Fields Mapping

Simply Select Zoho(CRM, Books, Inventory, Invoice) Object then map WooCommerce Order fields to Zoho Object(Contact, Account, Lead, Deal, custom module etc) fields.

Export Event

Choose event, when WooCommerce Order data should be sent to Zoho(CRM, Books, Inventory, Invoice). For example , send WooCommerce Order to Zoho on Order Completion.

Primary Key

Instead of creating new Object(Contact, Account, Lead, Deal, custom module etc) in zoho(CRM, Books, Inventory, Invoice), you can update old object by setting Primary Key field.

Error Reporting

If there is an error while sending data to Zoho, an email containing the error details will be sent to the specified email address.

Zoho(CRM, Books, Inventory, Invoice) Logs

Plugin saves detailed log of each WooCommerce Order whether sent (or not sent) to Zoho and easily resend an Order to Zoho(CRM, Books, Inventory, Invoice).

Send Historical Orders/Customers to Zoho

Easily export all old woocommerce orders and Customers to zoho in just one click. This feature is available in pro version only.

Full Synchronization

All Woocommerce Orders/Customers/Products are fully synchronized with Zoho. If you update/delete/restore an order that order will be updated/deleted/restored in Zoho(CRM, Books, Inventory, Invoice).

Filter orders

By default all Woocommerce orders are sent to Zoho, but you can apply filters & setup rules to limit the orders sent to Zoho. For example sending Orders from specific city to Zoho.

Send Data As Notes

Send one to many WooCommerce Order fields data as an object(Contact, Account, Lead, Deal, custom module etc) Note in zoho(CRM, Books, Inventory, Invoice).

Assign Contact to Order

A module(Contact, Account, Lead, Deal, custom module etc) created/updated by one feed can be assigned to the module created/updated by other feed.

Premium Version.

Following features are available in Premium version only.WooCommerce Zoho Integration

• Add WooCommerce Order Items to Zoho.
• All Zoho modules like Invoices, Customer Payments, Estimates, Credit Notes, Recurring Invoices, custom modules etc.
• Zoho Custom fields.
• Zoho Phone Number fields.
• Select Zoho Object Layout.
• Add a lead to campaign in Zoho CRM.
• Assign owner to any object(Contact, lead , account etc) in Zoho CRM.
• Assign object created/updated/found by one feed to other feed. For example assigning a contact to a custom Zoho object.
• Track Google Analytics Parameters and Geolocation of a WooCommerce customer.
• Lookup lead’s email and phone number using popular email and phone lookup services.

Premium Addons

We have 20+ premium addons and new ones being added regularly, it’s likely we have everything you’ll ever need.View All Add-ons

Need Zoho Plugin for Gravity Forms and Contact form 7 ?

We have Zoho add-on for Gravity Forms. Gravity Forms Zoho
We have Zoho add-on for Contact Form 7. Contact Form 7 Zoho

Want to send data to other crm

We have Premium Extensions for 20+ CRMs.View All CRM Extensions

Screenshots

FAQ

Where can I get support?

Our team provides free support at https://www.crmperks.com/contact-us/.

WooCommerce Zoho integration

Easily integrate WooCommerce Orders to Zoho CRM with free WooCommerce Zoho Plugin. Connect Zoho account and map WooCommerce Orders fields to Zoho object fields. You can integrate WooCommerce order to Zoho CRM Contact, Lead, Account, Deal or any custom module.

Connector for Woocommerce and Zoho CRM

Easily connect woocommerce to zoho crm with this free woocommerce and zoho connector. If you need all features then use woocommerce and zoho crm connector pro which comes with lot of additional features.

Woocommerce Zoho CRM Integration

• Easily connect your WooCommerce shop to your zoho CRM account.
• Creeate feeds for Zoho CRM Contacts, SalesOrders, Deals etc.
• New Woocommerce Order will be automatically sent to Zoho CRM.
• Open any Woocommerce Order and click “send to Zoho CRM” button.

Zoho and Woocommerce

Woocomerce is free and open source ecommerce plugin and basic features of Zoho crm are free. You can easily connect zoho and woocommerce with woocommerce and zoho crm connector pro.

Woocommerce and Zoho CRM Connector Pro

Free version of Woocommerce and Zoho CRM Connector supports basic features like Contacts, leads. Woocommerce and Zoho CRM Connector Pro supports all features like Sales Orders, Invoices, payments etc.

Zoho Invoice WooCommerce

• Easily connect your WooCommerce store to your Zoho Invoice account.
• Add WooCommerce customers to Zoho Invoice customers.
• You can create invoices, estimates and payments in zoho Invoice with Pro version.

How zoho and woocommerce integration works

This free zoho crm woocommerce plugin can create/update any object(contact,account,lead, product etc) in Zoho crm when an Order is placed in Woocommerce.

Woocommerce Zoho Books Integration

• Easily connect your WooCommerce store to your zoho books account.
• Synchronise WooCommerce customers to Zoho Books customers.
• Pro version supports zoho books invoices, estimates and payments.

Woocommerce Zoho Inventory Integration

• Go to WooCommerce -> Settings -> Zoho then Connect your zoho Inventory account.
• Create a Zoho Inventory feed then map zoho Inventory fields to WooCommerce Order fields.
• Open any Order and click “Send to Zoho Inventory” button.
• New Woocommerce Orders will be auto sent to zoho Inventory.

Woocommerce Zoho Inventory

• You can connect your WooCommerce store to your zoho Inventory.
• Plugin Sends WooCommerce customers to Zoho Inventory customers.
• Pro version supports zoho Inventory invoices, salesOrders and payments.

How to integrate Zoho Books with Woocommerce

• Go to WooCommerce -> Settings -> Zoho then Connect your zoho books account to WooCommerce.
• Create a Zoho feed then map zoho books fields to WooCommerce Order fields.
• Open any Order and click “Send to Zoho” button.
• All new Woocommerce Orders will be auto sent to zoho Books.

Reviews

CRM Perks Review: A Powerful Tool for Seamless CRM Integration

jshtdi August 21, 2024

CRM Perks is a highly versatile and user-friendly WordPress plugin that offers seamless integration between your WordPress site and various Customer Relationship Management (CRM) systems. Having tested and used the plugin extensively, it’s clear that CRM Perks is an excellent choice for anyone looking to streamline their CRM workflows directly from their WordPress dashboard. Ease of Use One of the standout features of CRM Perks is its ease of use. The plugin boasts an intuitive interface that makes it accessible even for those who may not have extensive technical knowledge. Setting up the plugin is straightforward, and the guided steps ensure that you can connect your CRM system to your WordPress site within minutes. The plugin also provides helpful documentation and support, which is a big plus if you run into any issues. Integration Capabilities CRM Perks excels in its wide range of CRM integrations. It supports popular CRM systems like Salesforce, HubSpot, Zoho CRM, and many others. The plugin allows you to automatically sync data between your WordPress forms and your CRM, which can be a game-changer for businesses looking to improve their customer data management. Whether you’re capturing leads from a contact form, managing sales data, or tracking customer interactions, CRM Perks makes the process seamless and efficient. Customization and Flexibility The plugin offers extensive customization options, allowing you to tailor the data mapping to fit your specific needs. You can choose which form fields to sync, apply conditional logic, and even set up advanced filters to ensure only the most relevant data is transferred to your CRM. This level of customization makes CRM Perks a flexible solution that can adapt to a wide range of business requirements. Performance and Reliability In terms of performance, CRM Perks is robust and reliable. The plugin runs smoothly without causing any noticeable slowdowns on your WordPress site, even when handling large volumes of data. The real-time data syncing ensures that your CRM is always up to date, reducing the risk of data discrepancies and improving overall efficiency. Support and Documentation CRM Perks is backed by a responsive support team and extensive documentation. Whether you’re facing a technical issue or need help with configuration, the support team is quick to respond and provides clear, helpful guidance. The documentation is well-organized and covers everything from basic setup to advanced features, making it easy to get the most out of the plugin. Pricing CRM Perks offers a range of pricing plans to suit different needs, from single-site licenses to more comprehensive packages that include priority support and additional features. The pricing is competitive, especially considering the plugin’s extensive capabilities and the value it adds to your CRM workflow. Conclusion Overall, CRM Perks is a powerful and reliable plugin that can significantly enhance your CRM integration with WordPress. Its ease of use, wide range of integrations, and flexible customization options make it an excellent choice for businesses of all sizes. Whether you’re looking to improve lead capture, streamline customer data management, or optimize your sales processes, CRM Perks provides a comprehensive solution that delivers on its promises.

Helpful support

markfme June 1, 2024

Support for this plugin (Woocommerce /Zoho integration) has been fast and responsive. Recommended.

Works well, Helpful support

vectorhold February 1, 2024

Easier and more cost-effective than our original Zapier setup, Support helped us navigate a metadata issue and quickly updated the plugin when an issue was found.

Excellent

yongyi November 28, 2023

Reliable, easy to use, straightforward, effective. Prompt customer support too!

Exceptional Support

cescodb November 14, 2023

The support team is incredibly helpful and always quick to respond. Highly recommend for any WordPress user looking for a top-notch plugin.

Big time saver

Andrew Randazzo October 31, 2023

This app has really saved us a lot of time and made our lives easier.

Contributors & Developers

Changelog

1.5.1

• fixed “do not create new zoho product for woo variation” issue.

1.5.0

• fixed “pipeline field” issue.

1.4.9

• added “refund date field”.

1.4.8

• added “search products by name” zoho crm feature.

1.4.7

• added “payment options” field in invoice.

1.4.6

• fixed “order fee empty” issue.

1.4.5

• upgraded API version to v6.
• added “purchased items” feature.

1.4.4

• added “zoho crm line items fields” feature.
• fixed “zoho line description – new lines” issue.

1.4.3

• added “select Zoho stock qty field” feature.

1.4.2

• fixed “order update from log” issue.

1.4.1

• fixed “zoho inventory custom fields” issue.

1.4.0

• fixed “zoho crm tax field” issue.

1.3.9

• fixed “partial line items” issue.

1.3.8

• fixed “html tags in item details field” issue.
• fixed “woo products quick edit” issue.

1.3.7

• fixed “html tags in line item” issue.

1.3.6

• added “renewal orders filter” feature.

1.3.5

• added “Avalara tax mapping for woo order” feature.

1.3.4

• added “Avalara tax fields in items feed” feature.
• fixed “undefined index with payment feed ” issue.

1.3.3

• fixed “salesorder number” issue.

1.3.2

• fixed “custom field” issue in feed.

1.3.1

• fixed “negative Discount value” issue.
• added “zoho triggers” field.
• fixed “product attributes fields” issue.

1.3.0

• fixed “old value in product meta fields” issue.

1.2.9

• fixed “in valid address id” issue.

1.2.8

• added “zoho bigin”.

1.2.7

• fixed “auto invoice notice from zoho” issue.
• fixed “product already exists” issue.

1.2.6

• added “vat_treatment” field.

1.2.5

• fixed “Woo and Zoho Order Total missmatch issue in payments feed”.

1.2.4

• fixed “Discount issue with more than one Qty”.

1.2.3

• added zoho crm tax feature.

1.2.2

• fixed “updating item – http method not allowed” issue.

1.2.1

• fixed “updating inventory item” issue.

1.2.0

• added mark invoice as confirmed feature.
• fixed creditnotes issue.

1.1.9

• added line item description feature.
• added country and state label fields.

1.1.8

• fixed line item tax issue.

1.1.7

• fixed php8 issues.

1.1.6

• fixed “save user” feature.
• fixed “wrong address” issue in bulk sending orders.

1.1.5

• fixed “zoho item fields”.
• fixed “customer type field”.

1.1.4

• fixed “float as string in mysql” issue.

1.1.3

• fixed address_id issue with invoices.

1.1.2

• added “line item attributes” in item detail field.
• added “sync product from specific categories” feature.
• fixed “date field timezone issue”.

1.1.1

• added “apply tax if already not set” feature.
• added “set currency_id” feature.
• added “assignment addon” support.
• added “multi currency” support.

1.1.0

• mapping woocommerce tax to zoho tax added.

1.0.9

• added assignment rule support.
• added org_id support.

1.0.8

• removed disabled layouts from list.
• fixed timezone issue.
• fixed “add note” feature.

1.0.7

• added zoho.com.au support.

1.0.6

• added zoho Inventory support.

1.0.5

• fixed “save_product” event.

1.0.4

• escaped brackets in search.
• added Gclid field.

1.0.3

• Fixed “check filter” feature.

1.0.2

• Added support for multi-lookup field.

1.0.1

• Moved to Zoho API V2.
• Added support for Zoho Eu datacenter.

1.0.0

• Initial release.