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Integrating WooCommerce with Zoho CRM Using Pabbly Connect

Watch Step By Step Video Tutorial Below

1. Introduction to the Integration

Integrating WooCommerce with Zoho CRM enhances customer management. This ensures new customer data syncs seamlessly between platforms.

WooCommerce serves as a popular ecommerce solution, while Zoho CRM manages customer relationships effectively. Using Pabbly Connect, you can automate this process.

2. Setting Up the Workflow in Pabbly Connect

To start, sign in to your Pabbly Connect account. Create a new workflow named “WooCommerce to Zoho CRM”.

In the trigger settings, select WooCommerce as the app. Change the trigger method to “New Customer Created” for accurate syncing.

3. Configuring WooCommerce Settings

Navigate to your WooCommerce dashboard and access the settings. Click on the “Advanced” tab to locate webhooks.

Here, add a new webhook. Assign it a name, make it active, and set the topic to “Customer Created”. Copy the delivery URL from Pabbly Connect and paste it in the webhook settings.

4. Testing the Integration

Capture the webhook response by clicking on “Capture Webhook Response” in Pabbly Connect. This allows your system to receive data from WooCommerce.

Once registered, check Pabbly Connect to ensure the data has been captured successfully. You should see the new customer details reflected.

5. Syncing Data to Zoho CRM

After capturing the data, the next step is to send it to Zoho CRM. In Pabbly Connect, select Zoho CRM as the action app.

Choose the method “Create Lead” and connect your Zoho CRM account. Provide necessary details like email, name, and company from the captured data.

Click on “Save and Send Test Request” to add the lead to Zoho CRM. Verify the entry by checking the leads section in your Zoho CRM dashboard.

Conclusion

This guide details integrating WooCommerce with Zoho CRM using Pabbly Connect, ensuring seamless data flow and improved customer management.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.