Shopify Integration for Zoho CRM
The Shopify Integration for Zoho CRM offers a seamless solution for businesses aiming to streamline their sales processes and efficiently manage customer data. It enables users to synchronize data between their Shopify stores and Zoho CRM effortlessly, ensuring a centralized platform for comprehensive sales management.
- Effectively manage customer data and sales workflow by integrating Shopify and Zoho CRM
- Flexible Sync Direction Control allows one-way or bidirectional synchronization based on unique business needs.
- Module-Based Sync Customization lets users select which modules, Customers, Orders, Products, Inventory should be synced.
- Customizable Field Mapping offers predefined default mappings with the option to add or edit custom mappings.
- Advanced Conflict Resolution enables users to choose which platform Zoho CRM or Shopify takes priority during data conflicts. Ensures consistency and prevents unwanted overwrites.
- Reset connection settings to connect with a different Shopify account, allowing for flexible integration options.
- Easy to View comprehensive audit logs to track record synchronization statuses, including successes and failures, to ensure data accuracy.
Video Tutorial
Video Description
Learn how to effortlessly integrate Zoho CRM and Shopify for seamless bidirectional record synchronization in our video. Start by installing the Shopify Pro for Zoho CRM from the Zoho Marketplace, then connect Shopify with Zoho CRM and authorize the integration. Customize settings to sync modules like contacts, products, draft orders,and orders. Enjoy the real time record sync by a smart and user friendly configuration. Customize the settings that best fits your business needs. Easily sync individual records or bulk sync historical data. With comprehensive audit page, it is east to monitor sync statuses. Also, you can view and download the JSON report to identify the root cause of the error. Simplify your workflow with this intuitive integration between Zoho CRM and Shopify.
How does it work?
Install the extension and connect your desired Shopify account you need to integrate.
Configure the Zoho sync and Shopify sync settings. Include default auto mapping, however, allows additional mapping for custom fields.
View all the sync statuses on the Audit Page. Resync the failed records and download error messages in single page.
Highlighted Features
- Real-time overview of total, successful, and failed record syncs
- Visual bar-graph analytics to track sync trends and performance
- Date-range filters for viewing specific sync periods
- Quick access to the five most recent record syncs
- Direct navigation to Audit Logs for detailed monitoring and troubleshooting
- Multiple sync direction options: Zoho CRM → Shopify, Shopify → Zoho CRM, or Bidirectional
- Module-based filtering to sync Customers, Products, Orders, Inventory, and more
- Automated CRON scheduler with intervals of 3 minutes, 5 minutes, or optional 1-minute sync
- Conflict resolution rules to prioritize either Shopify or Zoho CRM in case of data mismatches
- Advanced field mapping with auto-mapped standard fields and customizable custom field support
- Bulk synchronization of older or pre-existing records between Shopify and Zoho CRM
- Supports syncing up to 500 records at once (expandable with support)
- Customizable date filters including 7 days, 30 days, and 90-days presets
- Queue management options: Start Now, Delete, Refresh, or Clear Completed
- Ensures legacy orders, customers, and product data stay fully aligned across systems
- Detailed insight into sync direction, record status, and module-level activity
- Advanced filters for searching by module, date range, or record name
- One-click resync option for failed records
- JSON error messages for fast and accurate troubleshooting
- Export and download capabilities for logs and failed records to support compliance and reporting
Getting Started
- Login to the Zoho MarketPlace.
- Search for Shopify Pro for Zoho CRM.
- Enjoy a free trial for 10 days to test and verify the extension functionality that suits your business needs.
- Buy the extension on a recurring basis as a monthly or yearly subscription.
Free Trial
Documentation
Streamline your sales process seamlessly with the new Shopify integration for Zoho CRM. Manage orders, customers, and inventory effortlessly, boosting productivity and sales growth.