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Integrating WooCommerce with Zoho CRM Using Pabbly Connect

Watch Step By Step Video Tutorial Below

1. Introduction to Integration

Integrating WooCommerce with Zoho CRM enhances your eCommerce capabilities. WooCommerce is a popular eCommerce platform, while Zoho CRM manages customer relationships.

In this guide, we will automate the process of adding new customer data from WooCommerce to Zoho CRM. This integration is vital for efficient customer management.

2. Setting Up Pabbly Connect

To start, visit the Pabbly Connect website and sign in to your account. If you don’t have one, you can create an account quickly.

Once logged in, navigate to the dashboard. Click on the “Create New Workflow” button to begin integrating WooCommerce with Zoho CRM.

3. Configuring WooCommerce Settings

In the workflow setup, name your workflow something like “WooCommerce to Zoho CRM”. This helps identify the integration later.

Next, change the app to WooCommerce and set the method to “New Customer Created”. This ensures the workflow triggers every time a new customer registers.

4. Creating a Webhook in WooCommerce

Go to WooCommerce settings and find the “Advanced” tab. Click on it to locate the “Webhooks” option, then add a new webhook.

Assign a name to the webhook and change its status to active. Set the topic to “Customer Created” and paste the delivery URL from Pabbly Connect.

Save the webhook, which now allows Pabbly Connect to listen for new customer registrations.

5. Connecting to Zoho CRM

After setting up the webhook, click the “Capture Webhook Response” button in Pabbly Connect. This will wait for data from WooCommerce.

Now, fill in the customer registration form on your WooCommerce site with dummy details. After submission, check if the data appears in Pabbly Connect.

Next, in the action window, select Zoho CRM and the method “Create Lead”. Connect your Zoho CRM account and map the customer details to create a new lead.

Conclusion

This integration allows you to automatically transfer new customer registrations from WooCommerce to Zoho CRM, enhancing your customer management efficiency.

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