Woocommerce integration with Zoho Books, Zoho Inventory and Zoho CRM bring all your orders including customer and item information to Zoho platform in real-time.
When an order comes in WooCommerce,it will create a contact in Zoho Books, and then add a Sales Order containing all items in the order to the Sales Order inside Zoho Books, Zoho Inventory, and then to Zoho CRM.
Customer Accounts to Zoho CRM Accounts
Customer Accounts to Zoho CRM Contacts
Customer Accounts to Zoho CRM Leads
Products to Zoho CRM Products including inventory
Orders to Zoho CRM SalesOrders
Completed Orders to Zoho CRM Invoices
Here is one of our projects where we integrated WooCommerce with Zoho Books and Zoho Inventory:
1. The purchaser information will be sent from WooCommerce to Zoho CRM/Books
2. If the contact/account does not already exist in Zoho Books, we will create it
3. If contact/account does exist, it only adds the Sales Order to the contact in Zoho Books. (Then this will sync with Zoho CRM and Zoho Inventory). SKU’s sync between Woocommerce and Zoho books and crm
4. If the person who places the order matches with an existing lead (email matching) in the CRM, then convert the lead via API to Contact & Account. Then, create the Contact & Account in Zoho Books and add the Sales Order to it.
5. For sales orders in books and crm create a drop-down field with values: Direct Sales, Phone Order, and Drop Ship. For all orders coming from WooCommerce set the value to Direct Sales.
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Interested? Please feel free to reach out to us.