Integrate WooCommerce with Agile CRM
Send information between WooCommerce and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new deal in Agile CRM for every new order placed through WooCommerce
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in Agile CRM for every new order created in WooCommerce.
How it works
- The flow triggers when a new order is created in WooCommerce.
- Zoho Flow creates a new deal in Agile CRM.
Set up a new deal in Agile CRM for every new order placed through WooCommerce
WooCommerce + Agile CRM
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Supported triggers and actions
Integrate WooCommerce and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer added
Triggers when a new customer is added
Product updated
Triggers when the details of an existing product are updated
Product created
Triggers when a new product is created
Order updated
Triggers when the details of an existing order are updated
Product category created
Triggers when a new product category is created
Customer updated
Triggers when the details of an existing customer are updated
Order created
Triggers when a new order is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create order
Creates a new order
Create customer
Creates a new customer
Create coupon
Creates a new coupon
Create category
Creates a new category
Refund order
Creates a refund for an existing order
Create product
Creates a new product
Update coupon
Updates the details of an existing coupon
Update category
Updates the details of an existing category
Update customer
Updates the details of an existing customer
Update order status
Updates the status of an existing order
Update product
Updates the details of an existing product
Fetch product
Fetches the details of an existing product
Fetch order
Fetches the details of an existing order
Fetch category
Fetches the details of an existing category
Fetch customer
Fetches the details of an existing customer
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
What is WooCommerce?
WooCommerce is an open-source e-commerce plugin for WordPress that provides secure payments, configurable shipping options, and more.
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What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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