How to Set Up Zoho CRM with Magento 2?

How to Set Up Zoho CRM with Magento 2?

Integrating Zoho CRM with Magento lets you improve customer relationship management.

You can better manage sales operations and customer accounts.

It lets you follow customers’ behaviors and categorize them as leads for better conversion.

We cover the steps to set up Zoho with Magento 2.

Features of Zoho Integration for Magento 2

Features of Zoho integration for Magento 2

1. Sync Magento 2 data with Zoho CRM

You can sync product inventory, customer data, orders, and more. Besides general info about the product, you also get the current stock status.

Some of the sync and update data features include -

  • Syncs customer details into Zoho CRM leads, contacts, and accounts.

  • It can be done both manually and automatically.

  • Synchronizing and updating orders and invoices from Magento store into Zoho CRM sales

  • Promotion rules are synced from Magento store into Zoho CRM

  • campaigns.

  • Updating Products from the Magento store into Zoho CRM products.

  • Subscribers are updated from the Magento store into the Zoho CRM system.

2. Performance and Analytics

Zoho CRM offers reports and analytics of your store in real-time. You can check the sales performance and measure marketing campaigns.

The CRM also shows forecasts of sales and order activity. It allows you to develop campaigns using predictive analytics.

3. Multichannel Experience

The Magento 2 Zoho CRM integration lets you connect with customers on all channels.

It combines email, phone, live, chat, social media, and other channels under the same admin panel.

Get notified when a customer interacts with your website.

The multichannel features include -

  • SalesSignals - The system that organizes all channels.

  • Email – Organize the email campaigns based on the CRM.

  • Live Chat – Use live chats to convert visitors into buyers.

  • Portals – allow customers to access accounts for previous purchases, cases, and invoices.

  • Social media – Get insights about your brand on social media.

4. Artificial Intelligence

The AI function of Zoho CRM offers the following features -

  • Zia Voice - Get information via call or chat about the store.

  • Lead and Predictions – Collect data and analyze sales activities and forecasts.

  • Intelligent Automation – Automate daily tasks and use Zia to monitor automation. Get suggestions to improve the workflows.

  • Email and text sentiments - Analyze your customers' tone and writing style to create suitable chat responses.

  • Anomalies – Use Zia trends to predict future irregularities.

  • Data Enrichment - Analyze customer demographics, and keep the social media accounts updated.

5. Customization

Zoho CRM offers customizing capabilities to analyze store data. It includes custom views, filters, and show/hide data.

You can choose a specific language for the store.

Some of the customizing features include -

  • Create layouts for different processes.

  • Link records across multiple instances.

  • Add Zoho CRM modules.

  • Custom functions and add to queue orders.

  • Personalize views and filters.

  • Multi-language support to localize your sales and marketing.

How to Set Up Zoho CRM with Magento 2

1. Sign Up with Zapier

First, you have to sign up with Zapier. You can do that on the official Zapier website.

Then, Sign up for a Zoho CRM Account.

2. Integrate Magento 2. x

After the Zoho account is successfully made, click on Make A Zap from the Zapier Dashboard.

How to Set Up Zoho CRM with Magento 2

Next, select the Trigger App, and click on Magento 2. x as shown below.

How to Set Up Zoho CRM with Magento 2

In the Trigger Event section, select New Customer and click on Continue.

How to Set Up Zoho CRM with Magento 2

Select an account to sign in to Magento 2. x. Add the details such as Full Domain, Admin Username, and Admin Password. Click on Yes, Continue.

How to Set Up Zoho CRM with Magento 2

You have now successfully created a Magento 2. x account. Test the access to see if everything works well. Name the zap as per your preference.

3. Integrate Zoho CRM

Choose Zoho CRM as an event from the Zapier account.

Integrate Zoho CRM -How to Set Up Zoho CRM with Magento 2

Then select New Contact and click on Continue.

Integrate Zoho CRM -How to Set Up Zoho CRM with Magento 2

Now you have to Sign-in into your Zoho Account.

Integrate Zoho CRM -How to Set Up Zoho CRM with Magento 2

You can test the Zoho CRM account to see if it's running successfully and name your zap.

You have now set up Zoho CRM with Magento 2.

Benefits of Integrating Zoho CRM with Magento 2

Benefits of Integrating Zoho CRM with Magento 2

1. Manage Leads and Contacts

With Zoho CRM, you can analyze customer behavior and segment the users into leads and contacts.

Sales managers can strategize their approach to different customer groups and convert them into buyers based on the data. It also includes field mapping for leads and conversions.

2. Reporting & Analysis

The CRM allows you to analyze the data visually. Get insightful reports and dashboards to track sales performance and KPIs.

You can share the reports and collaborate with team members. You get 75+ pre-built reports for the sales data.

The CRM offers the following -

  • Collaborative analytics

  • Sales forecasting

  • Email and print reports

  • Pre-built reporting templates

  • Zia- Smart analytical assistant

3. Automation

Zoho CRM can help you automate routine business tasks. You can easily track sales and integrate with customers’ cross-platforms.

Zoho CRM keeps updating the sales data, including customer orders and products from Magento 2.

The automation features include -

  • Zoho Workflow Automation
  • Blueprint -top-down and locked automation process
  • Custom Functions - Custom triggers that initiate third-party or other Zoho applications.

4. Improved Inventory Management

Track the products and orders of the store from multiple channels. The Zoho CRM automates many processes and sync inventory data.

The inventory management features include -

  • Track inventory from various sources

  • Automate order management

  • Multiple shipping integrations

  • Manage accounting and sales

  • Warehouse management

5. Mobile version of CRM

The Zoho system offers a mobile version of the CRM. It lets merchants track store processes from mobile devices.

6. Third-party integration support

You can integrate Zoho with third-party applications. It enhances the store and works with popular business modules.

Integrate Magento 2 extensions with the system. It includes applications such as -

  • Microsoft Outlook
  • MailChimp
  • QuickBooks
  • ConstantConnect
  • Google Apps

7. Enhanced Customer Support

The on-demand HelpDesk and knowledge base offers extensive support to customers. You can manage customer support requests on many channels.

The Zoho customer support includes -

  • Automate the help desk workflow

  • Combine and separate tickets from various sources.

  • Integrate the knowledge base to answer support queries

  • Setup business plans, contracts, SLAs

  • Use ticket assignment, auto-tasks, and alerts setup.

  • Track the response to customers within the resolution time.

  • Identify potential HelpDesk issues with the inbuilt reports.


Zoho CRM lets you maintain the customer relationship and streamline the store’s workflow.

It is helpful to sync store data in real-time and analyze various metrics.

Automate processes and optimize sales using visual data analytics.

Manage all customer accounts on one database. It lets you view products, order status, and more from multiple channels.

The tutorial shows simple steps to set up Zoho CRM in Magento 2.

To learn more about Magento, check out the MGT Commerce Blog.

Nikita S.
Nikita S.
Technical Writer

As a professional content writer, Nikita S. is experienced in crafting well-researched articles that simplify complex information and promote technical communication. She is enthusiastic about cloud computing and holds a specialization in digital marketing.

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