Zoho CRM Connector Pro for WooCommerce

Keeping store order details and customer records in a CRM can involve repeated data entry. This plugin transfers WooCommerce information to Zoho CRM, including data for Contacts, Leads, Accounts, and Potentials. Store owners can choose automatic syncing or manually send information, making it possible to fit data transfer into their workflow.

Data mapping lets you match WooCommerce fields to Zoho CRM objects. The plugin can update existing contacts and leads, create Potentials from order details, and associate contacts with Accounts. Syncing can be triggered by order creation or status changes, and individual or bulk orders can also be sent from the WooCommerce order management interface.

Features

• Automatic or manual syncing: Send WooCommerce customer data to Zoho CRM automatically or manually, with records for Contacts, Leads, Accounts, and Potentials.
• Custom field mapping: Map WooCommerce fields to Zoho CRM objects to match the data transfer to your store's requirements.
• Update customer records: Update existing Zoho CRM contacts and leads, helping keep customer records current and avoid duplicate entries.
• Create sales Potentials: Create Zoho CRM Potentials from WooCommerce order information and link them to customer contacts for sales tracking.
• Associate contacts and Accounts: Connect contacts with Zoho CRM Accounts, with the option to create or update Accounts to reflect customer relationships.
• Choose order sync triggers: Transfer information when an order is created or its status changes, or manually sync individual and bulk orders.

Best for

• WooCommerce stores using Zoho CRM
• Store managers tracking orders and sales
• Businesses organizing customer records