Optimize your online sales by Integrating Magento with Zoho CRM
Connect Magento with ZOHO CRM to communicate faster and communicate contextually about orders, payments, and shipments with customers and deliver a better sales experience.
Why do you need
Zoho Magento integration?
What will our team do for you ?
- Provide a solution that allows real time sync between Magento orders & customers with ZOHO CRM
- Magento Orders as Sales Orders in Zoho CRM complete with Products, Payments, Shipments and Customer data
- Map Custom Fields of Products, Orders and Customers, Payments – including refunds, Shipments data
- Provide bi-directional sync for Customers and Products between Magento and ZOHO CRM
- Provide real time sync for existing Orders in Magento
- Trigger appropriate notifications from ZOHO CRM with real time updates for Customers, Orders, Payments, Shipments
- Sync account creation and create Leads, Contacts appropriately.
- Convert appropriate Leads in ZOHO CRM from form submissions (Contact Us, Newsletter) into ZOHO CRM Contacts for Sales Orders in Magento
01. Evaluating business requirements
Our team will look at your eCommerce requirements, and Zoho Magento Integration needs before we propose a solution.
2. Propose integration solution
We will identify process to be synced, configurations to be completed in a project plan with timeline and estimate. Our proposal will have business process design, customizations within CRM and all relevant details within each of those.
03. Mapping process and fields
We will initiate the project after approval and begin with implementing the business process design.
04. Configuring the application
We will configure ZOHO CRM to create records, trigger notifications and workflow logic, send updates etc. as listed in the business plan.
05. Testing
Once the application is configured, our team will test it to ensure everything is working as expected. We will provide a demo of the completed process.
06. Maintaining and Updating:
Our team will provide all support as requested, and extend support and approved after the delivery of Magento Zoho CRM Integration
07. Training and Support:
Our team will provide documentation and help video to help you get the most out of your new integration.
