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:-

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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

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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

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

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

ZohoCRM badge

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

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

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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

ZohoCRM badge

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

ZohoCRM badge

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:-

  1. Log into your WordPress website’s admin dashboard then navigate to Plugins > Add New.
  2. Search for “Noptin” in the search box then click on the install button next to the first result.
  3. After WordPress installs Noptin, click on the Activate button to activate the plugin.
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2. Connect Zoho CRM

To connect Zoho CRM:-

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

To do this:-

Click on “Noptin > Settings” to open the Noptin settings page.

Open noptin settings

Next, click on the Integrations tab to open the integrations settings then scroll down to Easy Digital Downloads…

EDD integration settings

… then enable the integration by checking the “Enable integration” checkbox.

enable easy digital downloads integration

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?

No code? No problem. Automate your email marketing now.

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