前言介紹
- 這款 WordPress 外掛「Integration of WooCommerce and Zoho CRM」是 2021-01-05 上架。
- 目前有 30 個安裝啟用數。
- 上一次更新是 2024-09-11，距離現在已有 234 天。
- 外掛最低要求 WordPress 4.9.0 以上版本才可以安裝。
- 外掛要求網站主機運作至少需要 PHP 版本 5.6 以上。
- 有 1 人給過評分。
- 還沒有人在論壇上發問，可能目前使用數不多，還沒有什麼大問題。
外掛協作開發者
外掛標籤
zoho integration | WooCommerce and Zoho | zoho and woocommerce | WooCommerce with Zoho | Zoho with WooCommerce |
內容簡介
造訪外掛的 網站
這是一個優秀的 WooCommerce 與 Zoho CRM 整合外掛，只需進行網站認證，即可在幾分鐘內將所有 WooCommerce 訂單與 Zoho CRM 同步（客戶、產品、銷售訂單）。你只需要將 WooCommerce 欄位對應至 CRM 欄位一次，就能輕鬆上手！此外掛允許你創建自定義值，以新增資料。
查看我們有關 Zoho CRM Integration with WooCommerce 的逐步指南
當訂單透過 WooCommerce 結帳頁面處理時，資料將立即傳送至 Zoho CRM。此外掛還可以在一個點擊中導入舊的 WooCommerce 銷售訂單和客戶資料至 Zoho CRM，其餘工作將按照你的偏好自動完成。
如何連接 Zoho CRM 帳戶與 WooCommerce？
安裝並啟用此 WooCommerce 和 Zoho CRM 整合外掛。
點擊 "首頁" 按鈕。
在 Zoho CRM 設置中輸入整合名稱、數據中心、主頁 URL、授權重定向 URL。
獲取客戶端 ID 和密鑰信息，方法是前往 ZOHO API CONSOLE => 新增用戶端 => 基於服務器應用程序 => 建立新用戶端。註冊所有信息，並取得客戶端 ID 和密鑰信息。
授權你的 Zoho CRM 帳戶與 WordPress 網站進行整合。
WooCommerce 和 Zoho CRM 整合的組織選擇：
為了將 WooCommerce 網站的訂單詳細資料與 Zoho CRM 同步，請先輸入您的 Zoho CRM 帳戶所屬的"組織名稱"。現在，你可以將你喜愛的欄位對應至 CRM 欄位，只需對應一次，此外掛即可自動執行。
Zoho CRM 與 WooCommerce 客戶之間的欄位對應：
1. 模組 ：在與 Zoho CRM 整合後，用戶必須選擇要存儲所有客戶資料的模組。用戶可以選擇帳戶、聯繫人、潛在客戶和自訂模組。
2. 新記錄 ：從此選項中，用戶可以創建與客戶詳細資料相關的多個相關清單。
3. 欄位映射 ：用戶必須將 WooCommerce 結帳欄位與其 CRM 欄位同步。假設您希望將客戶的名字設定為 Zoho CRM 中的聯繫人名稱。然後在 WooCommerce 結帳欄位中選擇 "名字"，在 Zoho CRM 欄位中選擇 "聯繫人名稱"。您可以將多個欄位與 CRM 欄位進行對應，以組織您的客戶資料。您可以設置 "自定義值"，以根據下訂單的顧客資訊發送訂單備註。
WooCommerce 和 Zoho CRM 客戶銷售訂單之間的欄位對應：
銷售訂單對應僅適用於 Pro 版本。當你對應銷售訂單時，需要在 Zoho CRM 帳戶上設定查閱欄位。通過你選擇的查閱欄位，你可以檢索需要的訂單記錄。使用 Pro 版本時，你必須先選擇所需的查閱欄位。然後基於查閱欄位，你可以設定客戶模組。與"客戶"選項相同，您需要設定銷售訂單的模組，並可以在"新記錄"欄位上創建相關清單。
將所需的 WooCommerce 欄位與 Zoho CRM 欄位進行對應後，當客戶從你的 WooCommerce 網站下單時，相應的銷售訂單將自動在 Zoho CRM 中創建。你可以根據你的需要自定義你的銷售訂單區域，決定如何在 Zoho CRM 上展示你客戶的銷售訂單資訊。
原文外掛簡介
Visit plugin’s website
This is an advanced integration plugin for WooCommerce and Zoho CRM. After authenticating your site with Zoho CRM, you can sync all for WooCommerce orders to Zoho CRM (Customers, Products, Sales Order) in a matter of few minutes. You just have to map the WooCommerce fields with the CRM fields once, and you are ready to go! This plugin allows you to create custom value to add data.
Check out our step-by-step tutorial on Zoho CRM Integration with WooCommerce
When and order is processed through WooCommerce checkout page the data will be immediately send to Zoho CRM. The plugin also import old WooCommerce sales order and customer data in Zoho CRM in just one click and rest of the work will be done automatically as per your preference.
How to Connect your Zoho CRM account with WooCommerce?
Install & activate this plugin for WooCommerce and Zoho CRM integration.
Click the Home button.
From Zoho CRM settings enter Integration Name, Data Center,Homepage URL , Authorized Redirect URL.
To get client Id & secret information go to ZOHO API CONSOLE => Add Client=> Server-based application => Create New Client. Register all the information and get your client ID and secret information.
Authorize your Zoho CRM account for integrations with WordPress website.
Organization select for WooCommerce and Zoho CRM integration:
For mapping the fields first enter your ‘organization name‘ to which your Zoho CRM account belongs. Now you can sync order details of your WooCommerce site with Zoho CRM by mapping the fields regarding your choice. You just have to map those fields only once, after that it will be executed by this WordPress plugin automatically.
Field Mapping Between Zoho CRM and WooCommerce Customer:
1. Module : After integration with Zoho CRM users have to select modules in which all the customer data will be stored. Users can select Accounts, Contacts, Leads, and Custom modules.
2. New Record : From this option, the user can create multiple related lists regarding the customer’s details.
3. Field Map : Users have to sync their WooCommerce checkout field with their CRM field. Suppose you want to set your customer’s first name as a contact name in Zoho CRM. Then select ‘First Name‘ in your WooCommerce checkout field & select ‘Contact_Name‘ in the Zoho CRM field. You can map multiple fields with CRM fields to organize your customer information. You can set ‘Custom value‘ from where you can send order notes according to the placed order.
Field Mapping Between WooCommerce and Zoho CRM Customer Sales Order:
Sales order mapping is available for only pro version. When you are mapping your sales order one thing you have to keep in mind that you have to set a look up field on your Zoho CRM account. Through your selected look up field you could able to fetch the order records you need. While using the pro version, at first you have to select your desired lookup field. Then based on look up field you can set Customer Module. As like the Customer option you have to set the module of sales order and also can create a related list on New Record field.
After mapping all your desired WooCommerce field with Zoho CRM field, when customer place any order from your WooCommerce site a corresponding sales order will be created automatically in Zoho CRM. You can customize your sales order area according to your need that how you want to show your customer’s sales order on your Zoho CRM account.
Product Mapping Between Zoho CRM and WooCommerce:
From product settings user have to set the product on the module section where all the product details of respective customer will be store from user’s WooCommerce site. If any item of your WooCommerce site is not enlisted in Zoho CRM account then you have to entry that particular item or product.
Connect to Zoho CRM Account
Field Mapping
Whenever a order is created in WooCommerce, Customer & (Sales Order (pro)) will be created in Zoho CRM.
Import Contact & (Customer and+ Sales Order option. You have to map which field of your WooCommerce site will sync with Zoho CRM field. One point to be noted, there will not arise any problem of duplicate data. Once the product is enlisted when multiple customers will order that particular item, all the details of the customers will be sorted regarding that product.
Zoho CRM Actions For Integration with WordPress (PRO):
WooCommerce integration with Zoho CRM has 8 additional action which helps user to control the data submission as well as to track their leads/Contacts more preciously. On CRM account. The actions available are:
Workflow : Select this option to trigger the Zoho CRM workflow to relevant the selected module. If you didn’t select this option Zoho CRM workflow to relevant the selected module doesn’t work.
Approval list : To Select this option you can send file upload field data to Zoho CRM related list Attachments. You can also send file upload field data to Zoho CRM via normal field mapping. Please select the CRM file upload field from the drop-down which you want to send data.
BluePrint : Select this option to trigger the Zoho CRM blueprint to relevant the selected module. If you didn’t select this option Zoho CRM blueprint to relevant the selected module doesn’t work.
GCLID : Sends the click id of Google ads to Zoho CRM.
Upsert Record : Upon selecting the option YES, if a record with the identical value exists in Zoho CRM, it will be updated with the new values. If you select NO, a new record will be created in Zoho CRM. You can arrange fields in the order in which upsert should happen.
Here’s how upsert works:
For example, you arrange the Email field before the Company field. When a form is submitted with the Company as formsintegrations and Email as [email protected].
a. First, it’s checked if the email [email protected] exists in the CRM. If it does, then the mapped fields get updated to the record associated with that email address.
b. In case of the email address [email protected] doesn’t exist in your CRM, it’s checked if Bitcode exists under Company. If it does, then the mapped fields get updated to the record associated with that company name.
c. If none of the field values exists, then a new record with all the mapped details is created under the mapped CRM module
Assignment Rules : When you choose this option, Assignment Rules defined in Zoho CRM can be triggered when form entries are added to a CRM module. Please select the assignment rule from the drop-down which you want to trigger.
Tag records : When you choose this option, you can add a tag to the records that are pushed to Zoho CRM. It helps you to search for records in CRM by tag. There has a list of tag records in the dropdown. You can use Zoho CRM by default tag, form fields also can add a custom tag.
Record owner : Select this option you can set a record owner of the sent record.
How to old import data from WooCommerce to Zoho CRM?
In this area, you can set the duration, within which date you can import all data to zoho crm. For example, you are running a woocoomerce site since 2019 but you have been using this plugin since 2020. Then if you set Start Date – 1/01/19, End Date – 1/01/2020, Order Status – Confirmed & also set Import Type, after clicking ‘Import Data‘ only mentioned data will be imported to Zoho CRM. If you want to import all the confirmed data between 2019 to 2021 then just click the ‘Import Data’ button. You can select multiple order status to import orders.
Integration of Zoho CRM and WooCommerce data Logs
All logs allow admin to see the newly created record in Zoho CRM from WordPress.
If user import any old data from your WordPress site, these data will also be displayed in the log.
Users can sort the columns according to their preference.
Users can copy all the API response of Zoho CRM sales order to clipboard.
Visit plugin’s website
各版本下載點
- 方法一：點下方版本號的連結下載 ZIP 檔案後，登入網站後台左側選單「外掛」的「安裝外掛」，然後選擇上方的「上傳外掛」，把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
- 方法二：透過「安裝外掛」的畫面右方搜尋功能，搜尋外掛名稱「Integration of WooCommerce and Zoho CRM」來進行安裝。
（建議使用方法二，確保安裝的版本符合當前運作的 WordPress 環境。
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