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.
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 3 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
To 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 the Activate plugin button.
- WordPress will install the Zoho CRM addon and 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.
3. Connect Easy Digital Downloads
To do this:-
Click on “Noptin > Settings” to open the Noptin settings page.
Next, click on the Integrations tab to open the integrations settings then scroll down to Easy Digital Downloads…
… then enable the integration by checking the “Enable integration” checkbox.
You can also connect Zoho CRM to your favourite WordPress plugins and forms at no extra cost to you.
Click on any integration to learn more.
Ready?
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