Zoho CRM integration with WordPress

Zoho CRM integration with WordPress


Zoho is a software company that provides a number of business tools/ software like CRM, Zoho Inventory, Zoho Mail, Zoho Creator, etc. Businesses around the world are using the Zoho application to improve their productivity and customer satisfaction. Zoho integration with WordPress / WooCommerce is one of the use-cases which you can implement for your WordPress / WooCommerce site.
In this article, we will cover some use cases of Zoho WordPress integration via the WordPress Custom API plugin by miniOrange. Zoho apps can be integrated with your WordPress sites so that you can leverage the functionalities of your WordPress site by using Zoho Apps and WordPress together. The data flow between Zoho and WordPress will be automatic with the help of REST API endpoints as well as webhooks provided by Zoho and WordPress. The data flow will be secure between both the platforms so the risk of data leaking and malicious attacks from REST endpoints won’t be a problem.

Zoho WordPress Integration

Zoho Inventory Integration with WooCommerce

Online businesses are growing at a very fast rate and what else would be good for a business person to manage all the products/ inventory at a single place and syncs across multiple online stores. Zoho Inventory is an application that can act as a central repository for your products.

Suppose you have multiple eCommerce applications and your products list is in Zoho Inventory then you can use multiple eCommerce WordPress sites and have a single inventory in Zoho and use Zoho APIs and webhooks from where all the data can be synced with the websites securely using Custom API for WordPress plugin and WooCommerce product sync add-on. The data will be fetched from Zoho using REST APIs and synced with the e-commerce stores.


Zoho Inventory Integration with WooCommerce

With the help of the Custom API plugin, you will be able to:

  1. Sync the inventory, new contacts, and sales in Zoho if the purchase is made on WooCommerce through the REST APIs.
  2. If you create new products in WooCommerce, then they can be added to Zoho inventory automatically with our Zoho WooCommerce Integration.
  3. Shipment status can be updated and sent to customers using AfterShip.

Following are some fields that can be synced between Zoho Inventory and WooCommerce store after integration of Zoho and WordPress with REST APIs:

  • Product Name
  • Product Price
  • Product Description
  • Product SKU
  • Product Categories
  • Product Stock level/status (In Stock and Out of Stock)
  • Product Images

Zoho Subscription in WordPress


Zoho Subscription in Integration

We live in a world where people tend to pay for services or products on a monthly or yearly basis as a subscription model. Let’s say you have a service or eCommerce store on WordPress where you sell your products or services. If your clients are paying using a subscription model then our plugin Custom API for WordPress plugin’s Zoho Subscription Integration can be used to provide the service of subscription billing to customers.

Suppose you have a Zoho Subscription form embedded in your WordPress site and once user pays the subscription using that form, you want to update user’s subscription/ membership data in WordPress or want to call any third party APIs based on user’s subscription level to update data in third party platform, then our integration will help you in achieving that.

Custom API for WordPress will allow you to integrate your payment method in your WordPress site and send the details to Zoho Subscription for management and hassle-free experience. Our Custom API for WordPress will allow you to manage all the subscriptions gained on your WooCommerce store without any hassle, and all the data will be stored in your Zoho Subscription platform with automated billing and tax compliant invoice.

With Custom API for WordPress, you will also be able to connect Membership based plugins like Memberpress, Members, Paid Membership Pro, Membermouse, and Zoho Subscriptions so that their membership levels can be updated in WordPress based on their subscription status.

WooCommerce Zoho CRM Integration

CRM (Customer Relationship Manager) is a software/ tool which is used to maintain and analyze the customers/ clients to improve sales by strategizing the further actions for doing business. CRM helps businesses to maintain long-term relationships with their clients efficiently. One such CRM in the market is Zoho CRM which is developed by the Zoho company.


WooCommerce Zoho CRM Integration

Suppose you want to store all the users/ customers from your WooCommerce website on Zoho CRM for better management and analysis then our Custom API plugin can be used to store data captured on WordPress WooCommerce through simple forms for better management and analysis in Zoho CRM to increase business productivity. It can be used to sync users between WordPress and Zoho CRM and also perform role mapping of the users/ customers.

You can also use webhooks to track events in Zoho and update the details in WordPress accordingly.


Advantages of using Zoho CRM for your WordPress WooCommerce store:

  1. Access to customer data - Data is stored in the cloud and can be synced with our WordPress CUSTOM API Integration between Zoho CRM and your WordPress/ WooCommerce site.
  2. Coordination between teams - Data stored on the cloud collected with our WordPress CUSTOM API from the WordPress site can be used by multiple departments for their analysis.
  3. Track customer's journey - Zoho CRM will help to remember important events of customers to have better insights about customers so that you can take actions based on past trends and data.

WordPress Zoho Integration with third party platforms (WordPress as broker between Zoho and Third party platform)

Suppose you have a WordPress site in which you are using services provided by Zoho Applications and you want to update certain fields/ details/ data on a third party platform after successful transaction between Zoho and WordPress. Our Custom API for WordPress will help you to achieve that.


Recommended Plugins

WordPress REST API Authentication plugin provides the security for unauthorized access to your WordPress REST APIs. It provides you with a variety of authentication methods like Basic Authentication, API Key Authentication, OAuth 2.0 Authentication, JWT Authentication.

 Tested with 5.9.2

This plugin allows you to create custom endpoints/REST routes to fetch/modify/create/delete data with an easy-to-use graphical interface and with the custom SQL queries as well. Also, the plugin provides the feature to integrate external API into your WordPress site with third-party platforms.

 Tested with 5.9.2

Custom Requirements

If you have any questions or if you have any other use-cases which you would like to discuss with our team of engineers please feel free to reach out at apisupport@xecurify.com and we will revert back to you in under 24 hours to understand your detailed use-case and make the customizations according to your requirement.
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