Integrate WooCommerce with Zoho CRM

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Create a new module in Zoho CRM when an order is created in WooCommerce


Automate the process of creating contacts in your CRM and make sure that no customer, or their details, are left behind when you connect with them again. This flow will create a new module in Zoho CRM when a new order is placed in WooCommerce.

How it works
1) A new order is placed in WooCommerce.
2) Zoho Flow will create a new module in Zoho CRM.
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Create a new module in Zoho CRM when an order is created in WooCommerce

WooCommerce + Zoho CRM

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Supported triggers and actions

Integrate WooCommerce and Zoho 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 lead

Triggers when a new lead is created

New user

Triggers when a new user is created

New module

Triggers when a new module is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Updated deal

Triggers when an existing deal is updated

User created or updated

Triggers when the details of an existing user are created or updated

New note

Triggers when a new note is added

New contact

Triggers when a new contact is created

Entry created or updated

Triggers when a record entry is created or updated

Updated module entry

Triggers when an entry is updated in the selected module

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 user

Adds a new user

Send email template

Sends an email to the specified users

Raise signal

Raises a signal to Zoho CRM

Add note

Adds a note to the selected module

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Add tags

Adds tags to the specified record

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Update module entry

Updates the specified module entry

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Send mail merge

Sends a mail merge with details of the selected record

Remove tags

Removes tags from the specified record

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Draft email template

Drafts an email based on the selected template

Convert lead to contact

Converts a lead to a contact

Update related module entry

Relates an entry in this module with an entry in another module

Update user

Updates the details of an existing user based on user ID

Fetch inventory template

Fetches an inventory template using ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch contact

Fetches a contact by email address, unique ID, or name

Clone module entry

Clones an existing module entry

Fetch account

Fetches an account by its name or unique ID

Fetch email template

Fetches an email template by name

Fetch event

Fetches an event by its title or unique ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

What is WooCommerce?

WooCommerce is an open-source e-commerce plugin for WordPress that provides secure payments, configurable shipping options, and more.

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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