Integrations —

Connect Zoho CRM to Easy Digital Downloads

This integration allows you to:-

Either add a Zoho CRM newsletter subscription checkbox to your EDD checkout form...
... or automatically add new EDD customers to Zoho CRM.

Get Started

Below are some of the automation rules you can set-up:-

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when an edd order is marked as pending payment

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when an edd order is marked as pending payment

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when an edd order is marked as pending payment

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when an easy digital downloads order is paid

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when an easy digital downloads order is paid

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when an easy digital downloads order is paid

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when an order is fully or partially refunded

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when an order is fully or partially refunded

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when an order is fully or partially refunded

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when an edd order fails, is abandoned or revoked

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when an edd order fails, is abandoned or revoked

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when an edd order fails, is abandoned or revoked

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a certain download is purchased

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a certain download is purchased

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a certain download is purchased

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a certain download is refunded

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a certain download is refunded

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a certain download is refunded

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when orders are created or updated within a specific time frame

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when orders are created or updated within a specific time frame

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when orders are created or updated within a specific time frame

To get started:-

You can start using this integration in 2 simple steps:-

1. Install Noptin

To install Noptin:-

Log into your WordPress website's admin dashboard then navigate to Plugins > Add New.
Search for "Noptin" in the search box then click on the install button next to the first result.
After WordPress installs Noptin, click on the Activate button to activate the plugin.

2. Connect Zoho CRM

First, download the Zoho CRM addon from your account.
Next, open your WordPress admin dashboard then navigate to Plugins > Add New then click on the Upload Plugin button.
Upload the Zoho CRM addon you downloaded in the first step then click on the Install Now button.
Wait for WordPress to install the plugin then click on Activate Plugin.
WordPress will install the Zoho CRM addon then redirect you to a settings page where you can connect Noptin to Zoho CRM
Finally, map the Noptin custom fields to Zoho CRM custom fields.