User Guide for Magento 2 Zoho CRM Integration

Magento 2 Zoho CRM Integration helps businesses manage customer and sales data efficiently by connecting Magento 2 with Zoho CRM.

Managing leads, contacts, and deals across multiple platforms can be complicated and time-consuming.

Magento does not provide access to Zoho CRM data, which often requires switching between systems and reduces productivity.

Magento 2 Zoho CRM integration allows admins to import Zoho CRM leads, contacts, and offers directly into Magento and link Magento orders with CRM offers for better tracking.

This module solves the problem of scattered data and manual processes by centralizing CRM information within Magento.

Additionally, it improves workflow efficiency. Additionally, it automatically updates the deal stage to “Closed Win” when the order is created.

This module is designed for Magento 2 store owners, administrators, and businesses using Zoho CRM who want efficient data management and better sales tracking.

Additionally, if you are looking for a seamless integration of Zoho CRM and Odoo, you can automate your leads, customers, and sales pipeline while increasing efficiency. Hence, you should check out Zoho CRM Odoo Connector.

• Import Zoho CRM leads, contacts, and offers into Magento 2
• Link Magento orders with Zoho CRM offers
• Automatically update deal stage to “Covered Victory” when making an order
• Configure field mapping for accurate data transfer
• Maintain consistent customer and sales data
• Secure, API-based Zoho CRM integration
• Supports multiple Zoho CRM accounts
• View imported CRM data in a dedicated admin section

The installation is quite simple, just like the standard Magento 2 extension.

#Download Module

First, go to the Webkul Store. Next, go to My Account > Products I Purchased and verify your purchase. After that, download the zip folder and extract its contents to your system.

#Upload Folder

Once the zipped module is extracted, follow the src>app path and copy the app folder to the Magento 2 root directory on the server as shown below:

#Execute Command

php bin/magento setup:upgrade

php bin/magento setup:di:compile

php bin/magento setup:static-content:deploy

php bin/magento queue:consumers:start webkul.zohocrm.contact.import &

php bin/magento queue:consumers:start webkul.zohocrm.lead.import &

php bin/magento indexer:reindex

php bin/magento cache:flush

To translate the module language, navigate via app/code/Webkul/ZohoCrm /i18n and edit the en_US.csv file.

After that, rename the CSV to “en_SA.csv” and translate all the contents of the right side after the comma in Arabic. After editing the CSV, save it.

Now, upload it to the path app/code/Webkul/ZohoCrm /i18n where the Magento 2 installation is located on the server.

Additionally, Zoho CRM Magento 2 Integration Extension supports Arabic translation. Additionally, it is compatible with RTL and LTR languages.

Users can edit the CSV as shown below.

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After installing the module, admin can configure its settings. NextMagento admins navigate to Zoho CRM > Zoho Configuration to access the settings page.

Admin can configure Zoho CRM Webkul module settings by navigating to Store > Configuration > Webkul > Zoho CRM > General Configuration

Activate ZOHO CRM: This option allows admins to enable or disable Zoho CRM integration.

After activating the module, click the Save Configuration button to save the module configuration.

After activating Zoho CRM module, admin can manage Zoho CRM account from this section.

Additionally, this panel displays all connected Zoho accounts. Additionally, it includes important details like Organization Name, Organization ID, and Creation Date.

Plus, it helps admins review account information quickly. Plus, they can manage everything from one place.

Add Zoho Account: To connect a Zoho CRM account, click “Add Zoho Account” knob.

This allows admins to enter the required API credentials and integrate Zoho CRM with Magento.

After clicking the ‘Add Zoho Account’ button, admins are redirected to the New Zoho Account page, where they have to enter the required Zoho CRM credentials to create a connection.

Client ID: Enter the Client ID provided by Zoho CRM for API authentication.

Client Confidentiality: Enter the Client Secret associated with the Zoho application.

Data Center: Select the appropriate data center (e.g., United States, India, Europe) based on your Zoho account region. This ensures proper connection.

Zoho Organization ID: Enter your Zoho account’s Organization ID. This ID must match your Zoho CRM organization.

Save and Continue Edit: Saves the account and allows you to continue editing the configuration.

To obtain Zoho API credentials, such as Client ID and Client Secret, click here to access Zoho API Console.

Redirect URL

Magento automatically generates Redirect URLs.

• Click “Copy” to copy the URL
• Paste this URL into Authorized Redirect URI section in the Zoho API Console

You must complete this step to create a secure connection between Magento and Zoho CRM.

Checkbox “I allow Webkul to access the above data from my Zoho account” needs to be checked to grant access.

Accept – allows Webkul to access and manage registered data from your Zoho account.

After clicking “Authentication” button and completing the verification process, the Zoho account is successfully connected to Magento.

End Button: Allows admins to remove Zoho CRM connections by unlinking Zoho accounts from Magento.

Click “Import Offers From Zoho” to pull all transactions from your Zoho CRM account.

Use the table filter to search for deals by name, ID, amount, stage, or sync date.

Track progress at a glance with stages like Needs Analysis, Decision makers, Closed Winor Closed Lost.

Contacts Sync Works –
Click “Import Contacts From Zoho” to retrieve all contacts from your Zoho CRM account.

Use filters to search for contacts by name, email, phone, or account. Track last sync date to ensure your contact list is up to date.

Apply bulk actions to manage multiple contacts at once.

Contacts Sync Works –
Click “Import Leads From Zoho” to retrieve all leads from your Zoho CRM account.

Use the Lead Sync table to search for and filter leads name, ID, email, income, or sync date, and import notes quickly using Zoho integration with Zoho CRM.

Track lead details at a glance, prioritize high-value leads, and efficiently manage updates with bulk actions to increase follow-up and increase conversions.

Admins can link orders to Zoho Deal by navigating to Sales > Orders > Create New Order > Select Customer > Add Product

Link to Zoho Offer: Select the relevant deal from Zoho CRM.

After selecting a Zoho deal, click Submit Order button to place an order.

Magento Order Successfully Linked to Zoho Deal –

Deal Stage Updates After Order Placement –

For example, a deal associated with an order (e.g., “King”) is marked as a Closed Win.

This indicates that once an order is successfully placed in Magento, the corresponding Zoho deal stage will be updated automatically “Covered Victory”.

Lastly, and most importantly, this is the conclusion of the Zoho CRM Magento 2 Extension User Guide.

If you have further questions or need assistance, please email us at [email protected].

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