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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WooCommerce

Zoho CRM

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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

When a product is purchased
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

When a WooCommerce order is paid
Add a contact to a module in Zoho CRM

Supported triggers and actions

Choose a trigger, then combine actions in the order you need. For a quicker setup, describe what you want to Noptin’s AI and let it build your automation rule.

When this happens (5)

When a WooCommerce order is paid
When a WooCommerce order is refunded
When a customer abandons their cart
When a customer's lifetime value surpasses a certain amount
When a customer has made a certain number of orders

Do this (5)

Change the status of a WooCommerce order
Add or update a custom field on a WooCommerce order
Change the status of a WooCommerce subscription
Add a product line item to a WooCommerce subscription
Remove a product line item from a WooCommerce subscription

View all triggers and actions (49)

Search triggers and actions

When this happens (28)

X days since a customer's last order date
When a subscription's renewal payment completes
When a subscription expires
When a subscription is cancelled
X days before a subscription ends
X days before a subscription renews
X days before a saved card expires
When a product is purchased
When a product is refunded
When a WooCommerce order is created
When a WooCommerce order is processed via checkout
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
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 that was cancelled by a customer or store owner has reached the end of the term covered by the last payment
When a subscription has reached its end date
When a subscription is created
When a subscription is activated
When a product is published
When a product is unpublished
When a product is deleted

Do this (11)

Apply a coupon to a WooCommerce subscription
Remove a coupon from a WooCommerce subscription
Add a contact to a module in Zoho CRM
Remove a contact from a module in Zoho CRM
Tag a contact in Zoho CRM
Remove a tag from a contact in Zoho CRM
Add a note to a WooCommerce order
Add or update a custom field on a WooCommerce subscription
Add a note to a WooCommerce subscription
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

Install the free Noptin plugin on your WordPress site.
Activate your Noptin license, then install the Noptin add-on for Zoho CRM from Noptin → Extensions. How to activate your license.
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

Choose an event from WooCommerce to start the automation.
Choose an action from Zoho CRM in the list above and fill in its required settings.
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.

Ready to connect WooCommerce and Zoho CRM?

Build the automation in your WordPress dashboard with Noptin.

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