Tired of searching for a way to add Zoho CRM contacts from new WooCommerce orders? If yes! Then look no further, as here you will get the easiest way to integrate WooCommerce with Zoho CRM using Pabbly Connect.
As most of us already know that WooCommerce is an open-source e-commerce plugin for WordPress that allows its users to build an online store. On the other hand, Zoho CRM is a CRM tool that helps businesses & organizations to build customer relationships and streamline processes so they can increase sales, improve customer service, and increase profitability
Therefore, by integrating WooCommerce with Zoho CRM, whenever an order is placed in WooCommerce, the contact will get automatically updated in Zoho CRM. And for that, 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
Fundamentally, Pabbly connect is an integration software that helps in transferring data from one app to another in real-time. Moreover, 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.
Besides, you can access all the features of Pabbly Connect even in its free plan. Hence, 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
Start the process by connecting WooCommerce to Zoho CRM by pressing the “Sign Up Free” button on the Pabbly Connect dashboard. Either fill-up the details manually or sign up via Gmail credentials.
Try Pabbly Connect for FREE
Subsequently, after logging into the account, hit the “Access Now” button as shown in the above image. Begin the procedure of building a workflow for integration by pressing the “Create Workflow” button. Besides, add the name of workflow which in our case is “WooCommerce to Zoho CRM”. Nevertheless, you can always name the workflow according to your requirements. Succeeding, after building a workflow, you have to 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 choose “WooCommerce” from the dropdown, then choose the “New Order Created” option in order to add contact in Zoho CRM whenever an order is placed in WooCommerce. The following step is to copy the webhook URL which is appearing on the dashboard. Promptly, to add a contact in Zoho CRM whenever a new order is placed in WooCommerce, you gotta paste the copied Webhook URL in the software. Hence to do that, you have to log in to your WordPress account where you have installed your Woocommerce plugin. Once you successfully log into your WordPress account, solely go to the “WooCommerce” section then there hit the “Settings” option. Also, when you hit “Settings”, it will open a tab with certain options. Solely select the “Advanced” option. Ultimately, when you hit “Webhooks”, it will open a new tab with a particular option. Now, hit the “Add Webhook” option in order to paste the Webhook URL. Moving on, name the Webhook as per your demand. Make sure that status should be “Active” & in the topic section, choose“Order Created”. Later, in the delivery URL, paste your copied URL from Pabbly Connect. After making all changes, hit the “Save Webhook” button. Instantly, open the product checkout in a new tab & make a test purchase. Solely enter all the details, hit the “Place Order” button. But before taping the button, make sure to hit the “Capture Webhook Response” button in the Pabbly Connect dashboard. Once you hit the “Place Order” button, the entry will appear on the “Pabbly Connect” dashboard. Just hit the “Save” option.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) Make a Test Purchase
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
Next, hit the + button below and choose the application that you want to integrate. Here we will choose “Zoho CRM” to integrate and in the method section select “Create Contact”.
(b) Click the Connect Button
After choosing the application hit the “Connect with Zoho CRM” button to move forward.
Step 9: Connecting Zoho CRM to Pabbly Connect
Next, in order to connect Zoho CRM to Pabbly Connect, you have to authenticate the application. Hence for that, you have to log in to your Zoho CRM account.
(a) Click on Connect Button
Subsequently, in order to authenticate your Zoho CRM account, you need to again hit the “Connect with Zoho CRM” button.
(b) Enter Domain Name
Forthwith, enter your domain name in the appeared dialogue box. You can find the domain name in your Zoho CRM account URL.
(c) Click Accept
Furthermore, in order to finally connect Zoho CRM to Pabbly Connect, hit the “Accept” button.
(d) Map the Fields
After connecting with your Zoho CRM account, map all the fields quickly like list ID, name, etc. Once you are done adding up all field data hit the “Save & Send Test Request” button.
(e) Test the Submission and Save
As you can see, the data has been successfully sent to Zoho CRM. Hereafter, just hit the “Save” button to save the whole workflow.
Step 9: Check Response in Zoho CRM Dashboard
Hither, 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. Forthwith, whenever there will be any new order is placed in your WooCommerce account, they will be automatically add as contacts in your Zoho CRM account.
Conclusion –
Ultimately, now you know “How to Add Zoho CRM Contacts from New WooCommerce Orders“. This is a one-time process, now all your manual work will be done by the online business automation and integration tool i.e Pabbly Connect. Simply follow this step by step procedure mentioned above and 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. In case of any queries, please drop your comments below. We will get back to you as soon as possible.
