Are you tired of searching for a way to add Zoho CRM contact from new WooCommerce customer? If Yes! Then look no further, as here you will get the easiest way to integrate WooCommerce with Zoho CRM using Pabbly Connect.
Well, as most of us already know that WooCommerce is an open-source e-commerce plugin for WordPress that enables its users to build an online store. Whereas, Zoho CRM is a CRM tool that helps businesses and organizations to build customer relationships along with streamline processes to boost sales, enhance customer service, & build profitability
Hence, by integrating WooCommerce with Zoho CRM, whenever a new customer registers in WooCommerce, the contact will get automatically created in Zoho CRM. Thus, here we are going to use Pabbly Connect for integration.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Basically, Pabbly connect is an integration software that helps in transferring data from one app to another in real-time. Furthermore, Pabbly Connect also provides many other useful features:
- Create Unlimited Workflows
- Universal Premium Apps
- Set Countless Triggers & Actions
- Path Routers
And you know what!! To use this software, you don’t need to have any coding skills, even a newbie can use it easily.
Additionally, you can access all the features of Pabbly Connect even in its free plan. Therefore, here, we will learn how to integrate WooCommerce and Zoho CRM in real-time.
So, without wasting any of your time, let’s get started.
Step 1: Sign up to Pabbly Connect
Begin the process by connecting WooCommerce to Zoho CRM by pushing the “Sign Up Free” button on the Pabbly Connect website. Either fill-up the details manually or sign up via Gmail credentials.
Try Pabbly Connect for FREE
Finally, after logging into the account, hit the “Access Now” button as shown in the above image. Start the process by building a workflow by clicking on the “Create Workflow” button. Also, add the name of workflow which i.e, “WooCommerce to Zoho CRM”. Although, you can always name the workflow as per your requirements. Then, after building a workflow, choose the integration app to connect your Woocommerce account to Zoho CRM. Pabbly Connect lets you integrate or connect unlimited apps within minutes, tap here to get access to unlimited workflows. The subsequent step is to select “WooCommerce” from the dropdown, then choose the “New Customer Created” option. The succeeding step is to copy the webhook URL which is appearing on the dashboard. Now, to add a contact in Zoho CRM whenever a new customer registers in WooCommerce, you need to paste the copied Webhook URL in the software. Hence for that, you have to log in to your WordPress account where you have installed your Woocommerce plugin. After successfully log into your WordPress account, solely go to the “WooCommerce” section then there press the “Settings” option. Furthermore, when you hit “Settings”, it will open a tab with certain options. Simply select the “Advanced” option. Eventually, when you hit “Webhooks”, it will open a new tab with a particular option. Afterward, hit the “Add Webhook” option to paste the Webhook URL. Now, name the Webhook as per your requirement. Make sure that status should be “Active” & in the topic section, choose“Customer Created”. Next, in the delivery URL, paste your copied URL from Pabbly Connect. After making all changes, tap on the “Save Webhook” button. Spontaneously, open the product checkout in a new tab & register. Simply enter all the details, tap on the “Register” button. But before you do that, make sure to hit the “Capture Webhook Response” button in the Pabbly Connect dashboard. Afterward, press the “Register” button, the entry will appear on the “Pabbly Connect” dashboard. Then, simply tap on the “Save” option. To make this WooCommerce-Zoho CRM integration work, you have to choose the action for your trigger. Subsequently, click on the + button below & choose the application that you want to integrate. Here we will choose “Zoho CRM” to integrate & in the method section select “Create Contact”. Once you are done choosing the application press the “Connect with Zoho CRM” button to move forward. Following that, to connect Zoho CRM to Pabbly Connect, you have to authenticate the application. And, you have to log in to your Zoho CRM account. Finally, to authenticate your Zoho CRM account, press the “Connect with Zoho CRM” button. Instantly, enter your domain name in the appeared dialogue box. You can find the domain name in your Zoho CRM account URL. Moreover, to finally connect Zoho CRM to Pabbly Connect, click on the “Accept” button. After connecting with your Zoho CRM account, map all the fields quickly like email, name, etc. Once you are done adding up all field data hit the “Save & Send Test Request” button. As you can see, the data has been successfully sent to Zoho CRM. Henceforward, click on the “Save” button to save the entire workflow. Now, as you can see that our integration was successful and the WooCommerce data has been added as a contact in your Zoho CRM account automatically. Therefore, whenever there will be any registration held of a customer in your WooCommerce account, they will be automatically added as contacts in your Zoho CRM account. Conclusively, now you know “How to add Zoho CRM contacts from new WooCommerce customer“. This is a one-time process, now all your manual work will be done by the online business automation & integration tool i.e Pabbly Connect. Just follow this step by step procedure mentioned above & your WooCommerce to Zoho CRM integration is all set. So, what are you waiting for? Go ahead & catch your deal by signing up for a free account.Step 2: Access Pabbly Connect
Step 3: Workflow for WooCommerce to Zoho CRM Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for WooCommerce to Zoho CRM Integration
(a) Select Application you Want to Integrate
(b) Copy the Webhook URL
Step 5: Connecting WooCommerce to Pabbly Connect
(a) Go to WooCommerce Settings
(b) Click on Advanced Option
(c) Click on Webhooks Option
(d) Add Webhook
(e) Register User
Step 6: Test the Response in Pabbly Connect Dashboard
Step 7: Setting Action for WooCommerce to Zoho CRM Integration
(a) Select Application you Want to Integrate
(b) Click the Connect Button
Step 8: Connecting Zoho CRM to Pabbly Connect
(a) Click on Connect Button
(b) Enter Domain Name
(c) Click Accept
(d) Map the Fields
(e) Test the Submission and Save
Step 9: Check Response in Zoho CRM Dashboard
Conclusion –
You May Also Like To Read –
