Magento 2.X + Zoho CRM

Magento 2.X + Zoho CRM integrations

Manage new Magento 2.X customers by creating module entries in Zoho CRM

Streamline your customer management process by integrating Magento 2.X with Zoho CRM. Whenever Magento 2.X registers a new customer, the same data gets transferred to Zoho CRM, eliminating the need for manual data entry. This handy workflow ensures your customer records are always updated, saving you both time and effort.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerPolling
automatically do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with Magento 2.X and Zoho CRM

Discover other triggers and actions you can use with Magento 2.X and Zoho CRM

New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created (with line item support).
Trigger
Polling
Try It
New Sales Order Invoice
Triggers when a new sales order invoice is created (with line item support).
Trigger
Polling
Try It
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Middle Name
- Password
  Required
- Prefix
- Suffix
- Gender
- Date Of Birth
- Default Billing Address
- Default Shipping Address
- Tax or VAT number
- Group ID
- Store ID
- Website ID
Action
Write
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It

- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It

New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Sales Order Credit Memo
Triggers when a new sales order creditmemo is created.
Trigger
Polling
Try It
New Sales Order Shipment
Triggers when a new sales order is created (with line item support).
Trigger
Polling
Try It
- Order ID
  Required
- Order Comment
- Should Customer be Notified?
- Should Comment be Visible on front?
Action
Write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

About Magento 2.X

Magento 2.X is the premier open source e-commerce app used by millions of customers each and every day.

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Related categories

eCommerce

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zoho

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Create or update Zoho CRM module entries when new orders come in on Magento 2.X