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:-

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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

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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 woocommerce order is created or updated

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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

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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 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 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 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 completed

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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 completed

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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 completed

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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 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 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 refunded

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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

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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 user reaches a certain lifetime value

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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

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

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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

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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 customer creates or updates an order

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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

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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

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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 orders are created or updated within a specific time frame

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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

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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

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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 customer from a given country or region creates an order

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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

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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

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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 with a given total is created

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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

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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 paid with a given payment method

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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 paid with a given payment method

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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 paid with a given payment method

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

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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 given coupon code is used

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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:-

  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 WooCommerce

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

Open noptin settings

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

WooCommerce integration settings

… 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

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 to get started?

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

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