Connect Zoho CRM to WooCommerce

This integration allows you to:-

Either add a Zoho CRM newsletter subscription checkbox to your WooCommerce checkout form...
... or automatically add new WooCommerce 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 a woocommerce order is created or updated

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a woocommerce order is created or updated

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a woocommerce order is created or updated

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

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

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

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

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

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

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

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a user reaches a certain lifetime value

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a user reaches a certain lifetime value

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a user reaches a certain lifetime value

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

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

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

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

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a certain customer creates or updates an order

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a certain customer creates or updates an order

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a certain customer creates or updates an order

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

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a customer from a given country or region creates an order

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a customer from a given country or region creates an order

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a customer from a given country or region creates an order

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when an order with a given total is created

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when an order with a given total is created

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when an order with a given total is created

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when an order is paid with a given payment method

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when an order is paid with a given payment method

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when an order is paid with a given payment method

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a given coupon code is used

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a given coupon code is used

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a given coupon code is used

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.

Learn More

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 WooCommerce

First, click on “Noptin > Settings” to open the Noptin settings page.

Next, click on the Integrations tab to open the integrations settings and scroll down to WooCommerce…

… then enable the integration by checking the “Enable WooCommerce integration” checkbox. This will reveal all WooCommerce newsletter subscription settings that you can use to configure the integration.

enable woocommerce integration