CRM for WooCommercec with ZOHO is an advanced integration of your wooCommerce site with your ZOHO CRM account. After authenticating your site with ZOHO CRM, you can sync all of your wooCommerce orders to ZOHO CRM (Customers, Products, Sales Order) in a matter of few minutes. You just have to map the wooCommerce fields with the CRM fields once, and you are ready to go! This plugin allows you to create custom value to add data.
For mapping, the fields, first enter your ‘organization name‘ to which your Zoho account belongs. Now you can sync order details of your site with Zoho inventory by mapping the fields regarding your choice. You just have to map those fields only once, after that it will be executed by the plugin automatically.
Sales order mapping is available for only pro version. When you are mapping your sales order one thing you have to keep in mind that you have to set a look up field on your CRM account. Through your selected look up field you could able to fetch the order records you need. While using the pro version, at first you have to select your desired lookup field. Then based on look up field you can set Customer Module. As like the Customer option you have to set the module of sales order and also can create a related list on New Record field. After mapping all your desired wooCommerce field with CRM field, when customer place any order from your wooCommerce site a corresponding sales order will be created automatically. You can customize your sales order area according to your need that how you want to show your customer’s sales order on your Zoho CRM account.
From product settings user have to set the product on the module section where all the product details of respective customer will be store from user’s wooCommerce site. If any item of your wooCommerce site is not enlisted in CRM account then you have to entry that particular item or product. Then you can create a related list as like as Customer and Sales Order option. You have to map which field of your wooCommerce site will sync with CRM field. One point to be noted, there will not arise any problem of duplicate data. Once the product is enlisted when multiple customers will order that particular item, all the details of the customers will be sorted regarding that product.
Contact Form 7 integration with Zoho CRM has 8 addition action which helps user to control the data submission as well as to track their leads/Contacts more preciously.on CRM account. The actions available are:
In this area you can set a duration, within which date you can import all data to CRM. As example, you are running a wooCoomerce site since 2019 but you have been using this plugin from 2020. Then if you set Start Date – 1/01/19 , End Date – 1/01/2020, Order Status – Confirmed & also set Import Type, after clicking ‘Import Data’ only mentioned data will be imported to zoho CRM. If you want to import all the confirmed data between 2019 to 2021 then just click the ‘Import Data’ button.