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Magento 2.X + Zoho CRM

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.

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

    Triggers when a new customer is created.

    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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