WooCommerce to Zoho CRM

描述

This plugin provides you that automated sync with your Zoho CRM and WooCommerce. Whenever there is a sale, it will insert the customer’s data into the CRM as a Contact/Account with the product information.

Features List:

  1. Add customers as contacts in Zoho CRM when they place an order in your WooCommerce store.
  2. Update contacts/customers with existing records in Zoho CRM.
  3. Real time sync.
  4. Duplicate customer check by email.
  5. Product details in Notes if free version.
  6. Sync Logs (coming soon)
  7. Support Zoho Rest API v2
  8. Regular enhancements via updates.
  9. Support all Zoho Data center [.COM/.EU/.IN etc].
  10. Quick and easy setup.

PREMIUM VERSION

WooCommerce to Zoho CRM Plugin has a Premium version which comes with several additional features.
Upgrade to Pro version

Additional Benefits:

  • Field mapping.
  • Custom Fields.
  • Zoho CRM Deal create option with Order name.
  • Sync Products from WooCommerce to Zoho CRM Product.
  • All Woocommerce Orders are fully synchronized with Zoho CRM. If you update/delete/restore an order in WooCommerce that order will be updated/deleted/restored in Zoho CRM.
  • WooCommerce Stage update in Zoho CRM Invoice
  • Manual sync Option
  • Shipping Details in Zoho CRM as Notes
  • More features will come as its under development.
  • You can also request for your features needed.

Prerequisites to this plugin:

  • WordPress 5.2 or higher
  • WooCommerce 3.5.2 or higher
  • PHP 7.2 + (we recommend 7.3)
  • Zoho CRM account. Try Zoho CRM Free

螢幕截圖

  • The Zoho Auth Settings Information to create a API Client.
  • API Client Authentication settings form.

安裝

Please follow the instruction below:

  1. Upload the plugin files to the /wp-content/plugins/w3swoozoho directory, or install the plugin through the WordPress plugins screen directly.
  2. Activate the plugin through the ‘Plugins’ screen in WordPress
  3. Use the “W3SWooZoho”->settings screen to configure the plugin
  4. Create Zoho Client Credentials.
  5. Populate settings form and Save.
  6. Click the Authorize button.
  7. On Zoho authentication screen, click the green Grant button.

常見問題

Is this plugin Free

Yes! This plugin is absolutely free to use but we have paid version with extended integrations and add-ons.

How to setup?

Please follow the “W3S Woo Zoho” settings page instruction.

Can I get a any support?

Our team provides free support for all the plugins. For support visit Support at https://www.w3scloud.com/support/.

評價

2020年6月6日
We tried couple of plugins before most them was paid but what we needed they offer the features in the free version and w3s support so helpful that they patiently answered all of our questions and solved our problem immediately. Thank you very much again.
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貢獻者

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修改日誌

1.2

Removed some file/folder and made simplify.
Minor bux fixed

1.0.2

Account Search Fixed in Contact creation.

1.0.0

Initial Release