Product Description
The WooCommerce and Zoho CRM Connector Pro plugin helps WooCommerce managers and webmasters transfer data between their WooCommerce stores and Zoho CRM – a customer relationship management platform that helps brands and businesses keep track of customer contacts and their interactions with the business.
Add customers as contacts and/or leads in Zoho CRM when they place an order in your WooCommerce store.
Optionally update contacts and/or leads for customers with existing records in Zoho CRM.
Additional features in the Pro version only:
Edit the mapping of WooCommerce data into Zoho CRM Contact, Lead, Account, and Potential fields.
Add a note to the contact and/or lead corresponding to the customer.
Create a potential based on the order and linked to the customer’s contact record (if one was found or created).
Associate contacts with an account, creating or updating the account if necessary.
Trigger workflow rules.
Send order data to Zoho CRM on order status change (Pending Payment, Processing, Completed, or a custom status) rather than on order creation, or only send order data manually.
Manually send individual orders to Zoho CRM from the Order Actions menu on the Edit Order page.
Manually send orders to Zoho CRM individually or in bulk from the order list.
