The Zoho CRM Connector Pro WooCommerce plugin serves as a valuable tool for WooCommerce website administrators and managers, facilitating seamless data transfer between their WooCommerce stores and Zoho CRM. This customer relationship management system assists businesses and brands in efficiently managing customer contacts and interactions.
This plugin seamlessly transfers data from the WooCommerce store on the WordPress website to the Zoho CRM platform. Users have the option to manually or automatically generate Contacts, Accounts, Leads, and potentials within the CRM platform based on order information and other data stored in the WooCommerce database.
Zoho CRM Connector Pro WooCommerce Features:
- Create a potential based on the order and link to the customer’s contact record (if one was found or created).
- Add a note to the contact and lead corresponding to the customer.
- Trigger workflow rules.
- Send order data to Zoho CRM on order status change (Pending Payment, Processing, Completed, or a custom status) rather than on order creation, or only send order data manually.
- Add customers as contacts and leads in Zoho CRM when they place an order in your WooCommerce store.
- Manually send individual orders to Zoho CRM from the Order Actions menu on the Edit Order page.
- Edit the mapping of WooCommerce data into Zoho CRM Contact, Lead, Account, and Potential fields.
- Associate contacts with an account, creating or updating the account if necessary.
- Manually send orders to Zoho CRM individually or in bulk from the order list.
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