Create or update Zoho CRM module entries when new customers sign up in Magento 2.X
Effortlessly streamline your sales process with this ecommerce and CRM workflow. When you register a new customer in Magento 2.X, their details are instantly updated or added in Zoho CRM. Foster better relationships with your newly acquired customers by ensuring your contact data is always up-to-date in your CRM. This seamless setup enables you to focus more on customer engagement and less on the administrative tasks.
Effortlessly streamline your sales process with this ecommerce and CRM workflow. When you register a new customer in Magento 2.X, their details are instantly updated or added in Zoho CRM. Foster better relationships with your newly acquired customers by ensuring your contact data is always up-to-date in your CRM. This seamless setup enables you to focus more on customer engagement and less on the administrative tasks.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create/Update Module Entry
Create or update module entries
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New Product
Triggers when a new product is created.
Try ItNew Order
Triggers when a new order is created (with line item support).
Try ItNew Sales Order Invoice
Triggers when a new sales order invoice is created (with line item support).
Try ItParent CategoryRequired
NameRequired
Category Visibility
Would you like to include it in main menu?
New Customer
Triggers when a new customer is created.
Try ItNew Sales Order Credit Memo
Triggers when a new sales order creditmemo is created.
Try ItNew Sales Order Shipment
Triggers when a new sales order is created (with line item support).
Try ItNameRequired
TypeRequired
Parent Category
Attribute SetRequired
PriceRequired
SKURequired
Status
Visibility
Product Weight