Magento 2.X Zoho CRM Integration
Appy Pie Automate allows you to Integrate Magento 2.X with Zoho CRM using AI Agents
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Simplify Magento 2.X Zoho CRM Integration with seamless setup
Easily set up Magento 2.X Zoho CRM Integration without coding. Start automating your workflows and Integrate Magento 2.X with Zoho CRM today.
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New Customer
Triggers when Magento gets a new customer.
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New Order
Triggers when a new order is created (with line item support).
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New Product
Triggers when a new product is created in Magento.
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New Sales Order Credit Memo
Triggers when a new sales order creditmemo is created.
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New Sales Order Invoice
Triggers when a new sales order invoice is created (with line item support).
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New Sales Order Shipment
Triggers when Magento gets a new sales order shipment (with line item support).
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Updated Customer
Triggers when Magento gets a updated customer.
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New Contact
Triggers when a new contact is added.
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New or Updated Module Entry
Triggers instantaneously when an entry is created or modified in the specified module.
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
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Create Category
Create a new category
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Create Customer
Create a new customer
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Create Order
Create a new catalog order
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Create Product
Create a new catalog product
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Create Sales Order Comment
Create a new sales order comment
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Create Sales Order Invoice
Create a new sales order invoice
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Create/Update Product
Create/update a new catalog product
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Update Product
Update a catalog product
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Add Attachment
Add attachment to the selected Module entry.
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Create Module Entry
Creates a new entry in a module
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Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
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Create/Update Lead
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
-
New Customer
Triggers when Magento gets a new customer.
-
New Order
Triggers when a new order is created (with line item support).
-
New Product
Triggers when a new product is created in Magento.
-
New Sales Order Credit Memo
Triggers when a new sales order creditmemo is created.
-
New Sales Order Invoice
Triggers when a new sales order invoice is created (with line item support).
-
New Sales Order Shipment
Triggers when Magento gets a new sales order shipment (with line item support).
-
Updated Customer
Triggers when Magento gets a updated customer.
-
New Contact
Triggers when a new contact is added.
-
New or Updated Module Entry
Triggers instantaneously when an entry is created or modified in the specified module.
-
New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
-
Create Category
Create a new category
-
Create Customer
Create a new customer
-
Create Order
Create a new catalog order
-
Create Product
Create a new catalog product
-
Create Sales Order Comment
Create a new sales order comment
-
Create Sales Order Invoice
Create a new sales order invoice
-
Create/Update Product
Create/update a new catalog product
-
Update Product
Update a catalog product
-
Add Attachment
Add attachment to the selected Module entry.
-
Create Module Entry
Creates a new entry in a module
-
Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
-
Create/Update Lead
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
How Magento 2.X and Zoho CRM Integrations Work
Follow the steps below to start setting up your Magento 2.X integrations using Appy Pie Automate:
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Step 1: Select Trigger
Choose Magento 2.X as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select Zoho CRM as the action app from the list.
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Step 3: Authenticate
Connect your Zoho CRM account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from Magento 2.X to Zoho CRM & your AI Agent is ready!
Choose the app you want to Integrate with Magento 2.X and Zoho CRM
- Magento 2.X Zendesk
- Magento 2.X Salesforce
- Magento 2.X Shopify
- Magento 2.X Google Sheets
- Magento 2.X Slack
- Magento 2.X Facebook
- Magento 2.X Paypal
- Magento 2.X Stripe
- Magento 2.X Amazon Seller Central
- Magento 2.X Trello
- Magento 2.X Google Calendar
- Magento 2.X Zoho CRM
- Magento 2.X QuickBooks Online
- Magento 2.X HubSpot
- Magento 2.X Microsoft Teams
- Zoho CRM Google Sheets
- Zoho CRM Slack
- Zoho CRM Trello
- Zoho CRM Google Calendar
- Zoho CRM Google Drive
- Zoho CRM Microsoft Outlook
- Zoho CRM Zoom
- Zoho CRM Gmail
- Zoho CRM MailChimp
- Zoho CRM Facebook Lead Ads
- Zoho CRM LinkedIn
- Zoho CRM WordPress
- Zoho CRM Asana
- Zoho CRM QuickBooks Online
- Zoho CRM HubSpot
Popular Templates for Magento 2.X and Zoho CRM Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Module Entry to Zoho CRM from New Sales Order Shipment in Magento 2.X
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When this happens:
New Sales Order Shipment
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Then do this:
Create Module Entry
Create/Update Contact to Zoho CRM from New Sales Order Shipment in Magento 2.X
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When this happens:
New Sales Order Shipment
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Then do this:
Create/Update Contact
Create/Update Lead to Zoho CRM from New Sales Order Shipment in Magento 2.X
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When this happens:
New Sales Order Shipment
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Then do this:
Create/Update Lead
Add Attachment in Zoho CRM when New Sales Order Shipment is created in Magento 2.X
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When this happens:
New Sales Order Shipment
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Then do this:
Add Attachment
Create/Update Contact to Zoho CRM from New Product in Magento 2.X
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When this happens:
New Product
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Then do this:
Create/Update Contact
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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What Is Magento 2.X?
Magento 2.x is an open-source e-commerce platform written in PHP. It is one of the most popular e-feature-rich platforms that you to manage your eCommerce store without any hassle.
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What Is Zoho CRM?
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
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How Magento 2.X and Zoho CRM Integrations Work?
The integration between Magento 2.X and Zoho CRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Magento 2.X and Zoho CRM. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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Is the Integration Between Magento 2.X and Zoho CRM secure?
While assessing the security of integrating Magento 2.X with Zoho CRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Magento 2.X-Zoho CRM integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Magento 2.X and Zoho CRM integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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