Magento 2.X + Zoho CRM

Magento 2.X + Zoho CRM integrations

Create or update Zoho CRM module entries when new Magento 2.X orders occur

Develop a seamless connection between your Magento 2.X and Zoho CRM with this workflow. Whenever there's a new order in your Magento 2.X, this integration ensures a corresponding module entry is created or updated in Zoho CRM. This allows for a more efficient order management process, giving you more room to focus on growing your business.

When this happens...
New OrderTriggers when a new order is created (with line item support).
TriggerPolling
automatically do this!
Create/Update Module EntryCreate or update module entries
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