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WooCommerce → Zoho CRMEvents and actions

Use WooCommerce events to automate Zoho CRM

Choose an event from WooCommerce to start an automation, then choose from the Zoho CRM actions listed below. The action settings show what information you need to provide.

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Automations

Ways to connect these tools

These are examples. Available fields depend on the event and the choices on your site or connected account.

Tag a contact in Zoho CRM when a product is purchased

  1. When a product is purchased
  2. Tag a contact in Zoho CRM

Choose the tag and the module in the action settings. The action is set to create the contact if they do not exist.

Add a contact to a Module in Zoho CRM when a WooCommerce order is paid

  1. When a WooCommerce order is paid
  2. Add a contact to a Module in Zoho CRM

Available in Noptin

Zoho CRM actions

Modules

2 actions

View actions
  • Add a contact to a Module in Zoho CRM
  • Remove a contact from a Module in Zoho CRM

Tags

2 actions

View actions
  • Tag a contact in Zoho CRM
  • Remove a Tag from a contact in Zoho CRM

Available in Noptin

WooCommerce events and actions

Orders

11 events · 3 actions

View events and actions

Events

  • When a WooCommerce order is created
  • When a WooCommerce order is processed via checkout
  • When a WooCommerce order is paid
  • When a WooCommerce order is refunded
  • When a WooCommerce order is deleted
  • When a WooCommerce order is pending payment
  • When a WooCommerce order is processing
  • When a WooCommerce order is held
  • When a WooCommerce order is completed
  • When a WooCommerce order is cancelled
  • When a WooCommerce order has failed

Actions

  • Change the status of a WooCommerce order
  • Add or update a custom field on a WooCommerce order
  • Add a note to a WooCommerce order

Carts

1 event

  • When a customer abandons their cart

Customers

3 events

View events
  • When a customer's lifetime value surpasses a certain amount
  • When a customer has made a certain number of orders
  • X days since a customer's last order date

Subscriptions

13 events · 7 actions

View events and actions

Events

  • When the trial period for a subscription has reached its end date
  • When a subscription is suspended
  • When a subscription's renewal payment fails
  • When a subscription's renewal payment completes
  • When a subscription that was cancelled by a customer or store owner has reached the end of the term covered by the last payment
  • When a subscription expires
  • When a subscription has reached its end date
  • When a subscription is created
  • When a subscription is cancelled
  • When a subscription is activated
  • X days before a subscription ends
  • X days before a subscription renews
  • X days before a saved card expires

Actions

  • Change the status of a WooCommerce subscription
  • Add or update a custom field on a WooCommerce subscription
  • Add a note to a WooCommerce subscription
  • Add a product line item to a WooCommerce subscription
  • Remove a product line item from a WooCommerce subscription
  • Apply a coupon to a WooCommerce subscription
  • Remove a coupon from a WooCommerce subscription

Products

5 events · 2 actions

View events and actions

Events

  • When a product is published
  • When a product is unpublished
  • When a product is deleted
  • When a product is purchased
  • When a product is refunded

Actions

  • Create or update a product
  • Delete a product

About this connection

How the two tools fit together

WooCommerce: Send bulk emails to your WooCommerce customers or customers who purchased a specific product.

Zoho CRM: Zoho CRM is a customer relationship management platform that offers tools for sales automation, marketing, customer support, and analytics to help businesses manage their interactions with customers, streamline processes, and improve sales performance.

What information can you send?

Connect Zoho CRM, then fill in the contact details it asks for. The available fields depend on your account.

Available details depend on the WooCommerce event or action you choose and any fields configured on your site. Available fields depend on the selected Zoho CRM module and the connected account.

Start here

Set up WooCommerce and Zoho CRM with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for Zoho CRM from Noptin → Extensions. How to activate your license.
  3. Install and set up WooCommerce on your WordPress site. Connect Zoho CRM in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

  1. Choose an event from WooCommerce to start the automation.
  2. Choose an action from Zoho CRM in the list above and fill in its required settings.
  3. Match the details from the first step to the fields in the second. Run a test, then turn on the rule.

Follow the automation rules guide if you need help creating the rule.

Explore each add-on

See what else you can do

Zoho CRM integration details WooCommerce integration details

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Browse all Noptin integrations to find another starting point or destination.

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