Zoho CRM Integration

Customers from Magento 2 will be synced into Leads, Contacts or Accounts based on their behavior.

• When Users create an account on Magento 2, they will be synced to Leads in Zoho CRM.
• After Users edit their Account information, they will be synced to Contacts in Zoho CRM.
• Users with existing order or just make a purchase will be synced to Accounts in Zoho CRM with all the Orders attached to them.
• Our extension synchronizes Customers’ name, email, sales orders, etc

Orders and Invoices from Magento 2 will be synced into Zoho CRM Sales Orders with the corresponding Customers and Products when they are created or changed. Orders will also be linked to Customers that own them.

For other types of Orders such as Purchase Order, Quote or any other Orders that are generated by another extension, please use our Customization Service.

• Synchronize Magento 2 Catalog Price Rules into Zoho CRM Campaigns.
• All the old, new and future Catalog Price Rules will be synchronized which enables you to keep records and plan for new Campaign.

• Check your Synchronization Records during a certain period and find records by Zoho ID
• View Daily Report
• Check Synchronization Status and Export Error Logs

Magenest Zoho CRM Integration offers three ways for you to synchronize your data: Automated, Cron Job and Manual.

• Automated Sync will copy your data from Magento 2 to Zoho CRM when they are created or changed.
• Cron Job Sync will put any new and changed data into a queue list and synchronize them after a set of interval (This option is recommended if you have a lot of orders per day).
• Manual Sync will allow you to choose one or many specific types of data to synchronize. All to-be synced data will be added to the queue, at the Queue page, data that you do not want to sync can be removed.