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Magento 2.X + Zoho CRM

Create or update Zoho CRM module entries when new orders come in on Magento 2.X

When a new order is placed in your Magento 2.X store, ensure your Zoho CRM stays updated with this workflow. It initiates whenever a new order is received in Magento 2.X and promptly creates or updates the corresponding module entry in Zoho CRM. This way, your customer information remains consistent and current across both platforms, saving you time and enhancing business efficiency.

When a new order is placed in your Magento 2.X store, ensure your Zoho CRM stays updated with this workflow. It initiates whenever a new order is received in Magento 2.X and promptly creates or updates the corresponding module entry in Zoho CRM. This way, your customer information remains consistent and current across both platforms, saving you time and enhancing business efficiency.

  1. When this happens...
    Magento 2.XMagento 2.X
    New Order

    Triggers when a new order is created (with line item support).

    TriggerScheduled
  2. automatically do this!
    Zoho CRMZoho CRM
    Create/Update Module Entry

    Create or update module entries

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Magento 2.X triggers, actions, and search

    New Product

    Triggers when a new product is created.

    Trigger
    Scheduled
    Try It
  • Magento 2.X triggers, actions, and search

    New Sales Order Invoice

    Triggers when a new sales order invoice is created (with line item support).

    Trigger
    Scheduled
    Try It
    • Parent CategoryRequired

    • NameRequired

    • Category Visibility

    • Would you like to include it in main menu?

    Action
    Write
  • Magento 2.X triggers, actions, and search

    New Sales Order Credit Memo

    Triggers when a new sales order creditmemo is created.

    Trigger
    Scheduled
    Try It
  • Magento 2.X triggers, actions, and search

    New Sales Order Shipment

    Triggers when a new sales order is created (with line item support).

    Trigger
    Scheduled
    Try It
    • NameRequired

    • TypeRequired

    • Parent Category

    • Attribute SetRequired

    • PriceRequired

    • SKURequired

    • Status

    • Visibility

    • Product Weight

    Action
    Write
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About Magento 2.X

Magento 2.X is the premier open source e-commerce app used by millions of customers each and every day.
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Related categories

  • eCommerce
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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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