Zoho CRM Shopify Integration

Link your Shopify store directly to Zoho with the Zoho CRM Shopify Integration

zoho crm shopify integration

Most anyone running an online business knows double-entry is a necessary evil – or, at least, it was at one point.  The reason for this is when your orders take place in one system, but they need to be reconciled with data in another system, there is sometimes a disconnect between those two systems.  In the case of a Zoho CRM Shopify integration, no out-of-the-box solution exists, and users simply have to look elsewhere for a fix for this problem…  And, time you spend manually entering transaction data across platforms is time that would undoubtedly be better spent doing anything else related to your business.

In the battle of your business versus the passing of time, you deserve a true Zoho Shopify integration, not something cobbled together.  To that end, we’ve designed an integration that gives you back your time, and allows you to do what you do best: run your business.

–> Contact us for an integration assessment.

zoho crm shopify integration

Features of the Zoho Shopify Integration

  1. Integrates with both Zoho CRM and/or Zoho Creator
    • Syncs abandoned carts from Shopify to Zoho CRM as leads
    • Syncs transactions, customers, and products from Shopify to Zoho Creator
  2. Syncs these modules from Shopify to Zoho Creator
    1. Customers
    2. Products
    3. Quotes
    4. Orders
    5. Shipments

This tool works as a Zoho CRM Shopify integration.  However, it it truly shines when connected to a custom Zoho order management (ERP) system built in Zoho Creator.  This way, all of your transactions flow across platforms painlessly – and, those transactions housed in Zoho Creator can be reflected in Zoho CRM via related list.

zoho crm shopify integration

How the Zoho CRM Shopify Integration works

To better illustrate how this integration would work for you, we can imagine a few different scenarios:

Website visitor who abandons their shopping cart: In this case, Shopify gathers the potential customer’s data, but that person never submits an order to you.  Our integration grabs the customer information and syncs it to Zoho CRM as a lead.  You can follow your normal procedures with CRM leads at this point, or you can designate special assignment or followup rules for leads coming from Shopify.

Vistor who submits an order to you: Shopify houses all the information necessary to complete the order at this point, from quote to order to shipment.  (This also includes essential modules like customers and products.)  Note that not all of this information has to be synced from Shopify to Zoho – just the information you would have double-entered.  As needed, information can then be synced to your Zoho Creator order management app, and then made visible inside Zoho CRM.

Do your Shopify orders require extra purchasing or manufacturing?

Sometimes, simply syncing information from Shopify to Zoho isn’t enough; you need something else to help you fulfill your orders.  Any info you sync to your Zoho order management app can also be synced to a few other custom Zoho Creator applications designed especially for your purposes:

zoho crm shopify integration

  1. Zoho Manufacturing Orders, for when you need to customize products you already have in stock to complete orders.  Orders can be synced to this app based on triggers.
  2. Zoho Inventory Management software, for managing purchases.
    • This also connects to MRP and RMA modules.

By giving you a more complete solution, we hope to add value to your business where you wouldn’t have found it otherwise.

Let’s see how the Shopify Zoho CRM Integration would work for you

Get an assessment from us and we’ll paint you a complete picture

In order to truly gauge how this would work, we’d like to get to know you and your business intimately well.  That way, we can give you a solution we know will work you, and you can rest assured it will be supported for years to come, not just for today.

–> Contact us for an assessment.