How to Integrate Zoho CRM with Magento 2 [2024]

Customer Relationship Management (CRM) systems have become an integral part of businesses. Being one of the best eCommerce CRM, Zoho has become a premier choice of CRM solutions for the Magento stores.

Connecting your Magento 2 store with Zoho CRM through best Magento 2 CRM Integrations helps maintain healthy relationships with the customer and helps provide the best experience. CRM integration synchronizes your store’s data to better understand your customers, and their behaviour to plan your business strategies accordingly. In case you are still wondering about the benefits of integrating your online store with CRM, you can read our detailed post on Benefits of CRM in eCommerce.

Zoho CRM is suitable for all the business types and sizes – whether you are bootstrapping an online business or already serving thousands of customers. Integrating Magento store with Zoho CRM is as easy as pie, even if you are not a tech-savvy person. In this blog post, I have provided a complete step-wise solution to integrate Zoho CRM with Magento 2.

Table of Contents

• Step-wise Guide to Integrate Zoho CRM with Magento 2
  • Configure Zoho API Console for Magento 2 Integration
  • Connect Zoho CRM with Magento 2
• Benefits of Integrating Zoho CRM with Magento 2
• Why Choose Meetanshi’s Extension to Integrate Zoho CRM with Magento 2?
• Conclusion

Step-wise Guide to Integrate Zoho CRM with Magento 2

To connect Zoho CRM with Magento 2, we’ll use Magento 2 Zoho CRM integration extension. You can check out the extension by clicking on the button provided below.

EXPLORE MAGENTO 2 ZOHO CRM INTEGRATION

Once you have installed the extension, you can follow the steps provided below to connect your store with Zoho.

Configure Zoho API Console for Magento 2 Integration

You first need to configure Zoho API and generate a client secret. You can follow the below-mentioned steps for that:

Step 1: Visit Zoho API Console and log in using your credentials. On the dashboard, click on ‘Add Client’ to get started and choose ‘Server-based Applications’ as the client type.

Step 2: On the next page, enter your website name, homepage URL, authorized redirect URL, and hit the ‘Update’ button.

Step 3: Click on the ‘Client Secret’ tab, copy the ‘Client ID’ and ‘Client Secret’ code to integrate Zoho CRM with Magento 2.

Step 4: Lastly, move to the settings tab and set the configuration as per your requirements.

Connect Zoho CRM with Magento 2

Once you have installed the Zoho CRM integration extension in your store, it’s time to configure it.

Step 1: Head towards Zoho CRM Integration > Configuration > Meetanshi > Zoho CRM Integration to configure the extension. Enable the extension from here and enter the Client ID and Client Secret that you copied earlier from the Zoho API console.

Select the Domain User, enter the Zoho account email address, redirect URL, and click on the Get Access Token button to connect your store with Zoho.

Step 2: Log in using your Zoho account credentials and accept the Zoho integration request.

Accept the terms and conditions on the next page to authorize the connection request and connect your Zoho account with Magento 2.

Step 3: Come back to your Magento 2 admin panel and ensure that the connection status has turned green and shows ‘Connected’.

That’s it! This is how you can integrate Magento 2 with Zoho CRM.

EXPLORE MAGENTO 2 ZOHO CRM INTEGRATION

Benefits of Integrating Zoho CRM with Magento 2

Zoho CRM is a cloud-based customer relationship management tool that has ample benefits for online businesses. Integrating Zoho CRM with Magento 2 facilitates synchronizing the store’s important data such as customers, products, orders, and invoices, which helps in managing customer relationships flawlessly.

Here are some of the reasons to integrate your Magento 2 store with Zoho CRM.

• Manage Leads and Contacts: Integrating Magento 2 with Zoho CRM facilitates gathering contact information of the buyers and visitors in one place. It allows businesses to segregate these contacts based on various characteristics. This functionality of Zoho CRM can be used by the Magento 2 store owners to manage the existing customers, nurture the leads and convert them into prospects.
• Reporting & Analysis: Zoho CRM synchronizes complete information in real-time from the Magento 2 and presents it in a digestible form through an intuitive dashboard. This helps to better understand the customer’s behaviour, analyze their purchase patterns and generate detailed reports to make data-driven decisions.
• Improved Inventory Management: Keeping track of the hot-selling and least-selling products in your online store is essential for better inventory management. Integrating Zoho CRM with your Magento store can help analyze past sales and provide you with in-depth insights.
• Enhanced Customer Support: Good customer support is the characteristic of a successful eCommerce business. Integrating your online store with Zoho CRM can equip your support team with all the historical data of the customers to assist them better.

Why Choose Meetanshi’s Extension to Integrate Zoho CRM with Magento 2?

There are plenty of extensions available in the market to integrate Magento 2 with Zoho CRM, and Meetanshi’s extension triumphs over them because of many reasons. Our solution for Zoho CRM integration is best-in-the-market, and here is why.

• No Complex Procedure: We don’t want you to sweat over the process of integrating your online store with Zoho. Therefore, we have developed the Magento 2 Zoho CRM Integration extension that makes the process easier for you.
• Complete Data Sync: Our Magento 2 Zoho CRM integration extension provides end to end integration of the CRM with your store and that, too, in real-time. It supports integrating a wide range of data ensuring that you can easily track any stage of your buyer’s journey.
• Auto-sync & Cron Job: Manually synchronizing your store’s data with CRM is not impressive at all. Therefore, our extension supports automating the synchronizing process through cron jobs so that you can focus on other productive tasks.
• Professional Solution: Our extensions meet Magento coding standards, ensuring flawless and seamless operations. We also provide 1-year free updates and support with our Magento 2 extensions so that you don’t feel alone in case of any unexpected events.

Conclusion

Customer Relationship Management (CRM) integration becomes vital once your online business reaches a certain height. Zoho is one of the well-known CRM tools, which is suitable for businesses of all sizes. Magento 2 Zoho CRM Integration extension by Meetanshi becomes a premier choice for the store owners for a couple of reasons. It is an easy, fast, secure, and the most reliable method to integrate Zoho CRM with Magento 2.