Use of a strong customer relationship management (CRM) software that lets you manage your sales, marketing and support in a single system can be beneficial for any business. But if you run a business through WooCommerce, you can couple it with your CRM and derive even more benefits. For instance, a handy CRM WordPress plugin like WooCommerce Zoho CRM Integration lets you conveniently sync the information from WooCommerce with Zoho CRM. No more manual feeding of data into Zoho when you have all of it already available at your e-store.
Your life is made simple right from the connecting process where you just need to feed in your Zoho CRM credentials into the integration plugin and click on the connecting button. The smart automated field mapping feature manages to transfer details of your existing customers, like address, contact details and website from WooCommerce into Zoho in no time. You can, of course, add extra fields, depending on the information you need to track for your business. From here on, new customer details or changes to existing profiles keep getting synced with the CRM regularly.
Apart from this, other important information for your business – on products and orders – can also be synced from WooCommerce. This helps you in tracking data on stock quantity, cost and new orders effortlessly. Again, any additions or changes that you make on WooCommerce get updated automatically on Zoho.
The plugin also provides you extra control by keeping the option of manual syncing open. You also get daily syncing reports, which let you know if the synchronization process is running smoothly. These reports have all the synced data in chronological order for easy viewing, and include links to Zoho CRM for reference. With the two important pillars of your business – WooCommerce and Zoho CRM – linked effortlessly now, you can get on with using the data to generate more business.
- field mapping
- Zoho CRM
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