{"id":536484,"date":"2026-05-04T10:40:13","date_gmt":"2026-05-04T10:40:13","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=536484"},"modified":"2026-05-04T10:40:20","modified_gmt":"2026-05-04T10:40:20","slug":"magento2-zoho-crm-integration-documentation","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/magento2-zoho-crm-integration-documentation\/","title":{"rendered":"User Guide for Magento 2 Zoho CRM Integration"},"content":{"rendered":"\n<p><strong><a href=\"https:\/\/store.webkul.com\/magento2-zoho-crm-integration.html\" target=\"_blank\" rel=\"noreferrer noopener\">Magento 2 Zoho CRM Integration<\/a><\/strong> helps businesses manage customer and sales data efficiently by connecting Magento 2 with Zoho CRM.<\/p>\n\n\n\n<p>Managing leads, contacts, and deals across different platforms can be complex and time-consuming.<\/p>\n\n\n\n<p>Magento does not natively provide access to Zoho CRM data, which often requires switching between systems and reduces productivity.<\/p>\n\n\n\n<p>Magento 2 Zoho CRM Integration allows admins to import Zoho CRM leads, contacts, and deals directly into Magento and link Magento orders with CRM deals for better tracking.<\/p>\n\n\n\n<p>This module solves the problem of scattered data and manual processes by centralizing CRM information within Magento. <\/p>\n\n\n\n<p>Additionally, it improves workflow efficiency. Moreover, it automatically updates deal stage to \u201cClosed Won\u201d when an order is created.<\/p>\n\n\n\n<p>This module is designed for Magento 2 store owners, administrators, and businesses using Zoho CRM who want streamlined data management and improved sales tracking.<br><br>Furthermore, if you are looking for seamless Zoho CRM and Odoo integration, you can automate leads, customers, and sales pipelines while improving efficiency. Therefore, you should check the <a href=\"https:\/\/store.webkul.com\/odoo-zoho-crm-connector.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Zoho CRM Connector<\/a>.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\"><strong>Features<\/strong><\/h3>\n<\/div><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Import Zoho CRM leads, contacts, and deals into Magento 2<\/li>\n\n\n\n<li>Link Magento orders with Zoho CRM deals<\/li>\n\n\n\n<li>Automatically update deal stage to <strong>\u201cClosed Won\u201d<\/strong> on order creation<\/li>\n\n\n\n<li>Configure field mapping for accurate data transfer<\/li>\n\n\n\n<li>Maintain consistent customer and sales data<\/li>\n\n\n\n<li>Secure API-based Zoho CRM integration<\/li>\n\n\n\n<li>Support multiple Zoho CRM accounts<\/li>\n\n\n\n<li>View imported CRM data in dedicated admin sections<\/li>\n<\/ul>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Installation<\/h3>\n<\/div><\/div>\n\n\n\n<p>The installation is quite simple, just like the standard&nbsp;Magento 2 extensions.<\/p>\n\n\n\n<p><strong>#Download Module<\/strong><\/p>\n\n\n\n<p>Firstly, log in to the Webkul Store. Next, go to <strong>My Account &gt; My Purchased Products<\/strong> and verify your purchase. After that, download the zip folder and extract its contents on your system.<\/p>\n\n\n\n<p><strong>#Upload Folder<\/strong><\/p>\n\n\n\n<p>Once the module zip extracts, follow the path src&gt;app and copy the app folder into the Magento 2 root directory on the server as shown below:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1200\" height=\"346\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zoho-crm-lang-translation-300x73-2.webp\" alt=\"magento2-zoho-crm-lang-translation-300x73\" class=\"wp-image-536487\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zoho-crm-lang-translation-300x73-2.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zoho-crm-lang-translation-300x73-2-300x87.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zoho-crm-lang-translation-300x73-2-250x72.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zoho-crm-lang-translation-300x73-2-768x221.webp 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>#Run Commands<\/strong><\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">php bin\/magento setup:upgrade<\/pre>\n\n\n\n<pre class=\"EnlighterJSRAW\">php bin\/magento setup:di:compile<\/pre>\n\n\n\n<pre class=\"EnlighterJSRAW\">php bin\/magento setup:static-content:deploy<\/pre>\n\n\n\n<pre class=\"EnlighterJSRAW\">php bin\/magento queue:consumers:start webkul.zohocrm.contact.import &amp;<\/pre>\n\n\n\n<pre class=\"EnlighterJSRAW\">php bin\/magento queue:consumers:start webkul.zohocrm.lead.import &amp;<\/pre>\n\n\n\n<pre class=\"EnlighterJSRAW\">php bin\/magento indexer:reindex<\/pre>\n\n\n\n<pre class=\"EnlighterJSRAW\">php bin\/magento cache:flush<\/pre>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Language Translation<\/h3>\n<\/div><\/div>\n\n\n\n<p>For translating the module language, navigate through&nbsp;the&nbsp;app\/code\/Webkul\/ZohoCrm \/i18n&nbsp;and edit the en_US.csv file.<\/p>\n\n\n\n<p>Thereafter, rename the CSV as \u201cen_SA.csv\u201d and translate all right-side content after the comma in the Arabic language. After editing the CSV, save it.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1200\" height=\"293\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/zohocrm-lang-translation.webp\" alt=\"zohocrm-lang-translation\" class=\"wp-image-536633\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/zohocrm-lang-translation.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/zohocrm-lang-translation-300x73.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/zohocrm-lang-translation-250x61.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/zohocrm-lang-translation-768x188.webp 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Now, upload it to the path&nbsp;app\/code\/Webkul\/ZohoCrm \/i18n&nbsp;where the installation of Magento 2 is on the server.<\/p>\n\n\n\n<p>Additionally, Magento 2 Zoho CRM Integration Extension supports Arabic translation. Moreover, it is compatible with both RTL and LTR languages.<\/p>\n\n\n\n<p>The user can edit the CSV like the image below.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"683\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-lang-translation-code-1-1200x683.webp\" alt=\"magento2-zohocrm-lang-translation-code-1\" class=\"wp-image-536488\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-lang-translation-code-1-1200x683.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-lang-translation-code-1-300x171.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-lang-translation-code-1-250x142.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-lang-translation-code-1-768x437.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-lang-translation-code-1.webp 1301w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Engage and&nbsp;<a href=\"https:\/\/webkul.com\/hire-magento-developers\/\" target=\"_blank\" rel=\"noreferrer noopener\">hire Magento developers<\/a>&nbsp;to solely concentrate on your personalized e-commerce projects for a unique experience<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Configuration \u2013 Magento 2 Zoho CRM Integration<\/h3>\n<\/div><\/div>\n\n\n\n<p>After installing the module, the admin can configure its settings. <strong>Next<\/strong>, Magento admin navigates to <strong>Zoho CRM &gt; Zoho Configuration<\/strong> to access the settings page.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zoho-crm-integration-menu-options.webp\" alt=\"magento2-zoho-crm-integration-menu-options\" class=\"wp-image-536499\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zoho-crm-integration-menu-options.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zoho-crm-integration-menu-options-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zoho-crm-integration-menu-options-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zoho-crm-integration-menu-options-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Admin can configure the Webkul Zoho CRM  settings of the module by navigating to&nbsp;<strong>Stores &gt; Configuration &gt; Webkul &gt; Zoho CRM <\/strong> <strong>&gt; General Configuration<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zoho-crm-integration-configuration.webp\" alt=\"magento2-zoho-crm-integration-configuration\" class=\"wp-image-536497\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zoho-crm-integration-configuration.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zoho-crm-integration-configuration-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zoho-crm-integration-configuration-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zoho-crm-integration-configuration-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>Enable ZOHO CRM:<\/strong> This option allows the admin to <strong>enable or disable the Zoho CRM integration<\/strong>.<\/p>\n\n\n\n<p>After enabling the module, click on the Save Config button to save the module configuration.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Zoho Account Management<\/h3>\n<\/div><\/div>\n\n\n\n<p>After enabling the Zoho CRM module, the admin can manage Zoho CRM accounts from this section.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-admin-zohocrm-accountmanagement.webp\" alt=\"magento2-admin-zohocrm-accountmanagement\" class=\"wp-image-536518\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-admin-zohocrm-accountmanagement.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-admin-zohocrm-accountmanagement-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-admin-zohocrm-accountmanagement-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-admin-zohocrm-accountmanagement-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Additionally, this panel displays all connected Zoho accounts. Moreover, it includes important details such as Organization Name, Organization ID, and Created Date.<\/p>\n\n\n\n<p>Additionally, it helps admins quickly review account information. Moreover, they can manage everything from a single place.<\/p>\n\n\n\n<p><strong>Add Zoho Account: <\/strong>To connect a Zoho CRM account, click on the <strong>\u201cAdd Zoho Account\u201d<\/strong> button. <\/p>\n\n\n\n<p>This allows the admin to enter the required API credentials and integrate Zoho CRM with Magento.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-new-account-creation.webp\" alt=\"magento2-zohocrm-new-account-creation\" class=\"wp-image-536519\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-new-account-creation.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-new-account-creation-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-new-account-creation-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-new-account-creation-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>After clicking the \u2018Add Zoho Account\u2019 button, the admin is redirected to the New Zoho Account page, where they must enter the required Zoho CRM credentials to establish the connection.<\/p>\n\n\n\n<p><strong>Client ID: <\/strong>Enter the Client ID provided by Zoho CRM for API authentication.<\/p>\n\n\n\n<p><strong>Client Secret:<\/strong> Enter the Client Secret associated with the Zoho application.<\/p>\n\n\n\n<p><strong>Data Center:<\/strong> Select the appropriate data center (e.g., United States, India, Europe) based on your Zoho account region. <strong>This ensures<\/strong> proper connection.<\/p>\n\n\n\n<p><strong>Zoho Organization ID:<\/strong> Enter the Organization ID of your Zoho account. This ID should match your Zoho CRM organization.<\/p>\n\n\n\n<p><strong>Save and Continue Edit:<\/strong> Saves the account and allows you to continue editing the configuration.<br><br>To get the Zoho API credentials, such as Client ID and Client Secret, click here to access the <strong><a href=\"https:\/\/api-console.zoho.in\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Zoho API Console<\/a><\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-admin-zohocrm-accountmanagement-edit-1.webp\" alt=\"magento2-admin-zohocrm-accountmanagement-edit\" class=\"wp-image-536526\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-admin-zohocrm-accountmanagement-edit-1.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-admin-zohocrm-accountmanagement-edit-1-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-admin-zohocrm-accountmanagement-edit-1-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-admin-zohocrm-accountmanagement-edit-1-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>Redirect URL<\/strong><\/p>\n\n\n\n<p>Magento automatically generates a Redirect URL.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on <strong>\u201cCopy\u201d<\/strong> to copy the URL<\/li>\n\n\n\n<li>Paste this URL into the <strong>Authorized Redirect URIs<\/strong> section in the Zoho API Console<\/li>\n<\/ul>\n\n\n\n<p>You must complete this step to establish a secure connection between Magento and Zoho CRM.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/accounts-zoho-in-oauth-v2-auth.webp\" alt=\"accounts-zoho-in-oauth-v2-auth\" class=\"wp-image-536528\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/accounts-zoho-in-oauth-v2-auth.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/accounts-zoho-in-oauth-v2-auth-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/accounts-zoho-in-oauth-v2-auth-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/accounts-zoho-in-oauth-v2-auth-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>The checkbox <strong>\u201cI allow Webkul to access the above data from my Zoho account\u201d<\/strong> needs to be ticked to grant access.<\/p>\n\n\n\n<p><strong>Accept<\/strong> \u2013 allows Webkul to access and manage the listed data from your Zoho account.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-accont-authenticate.webp\" alt=\"magento2-zohocrm-accont-authenticate\" class=\"wp-image-536527\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-accont-authenticate.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-accont-authenticate-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-accont-authenticate-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-accont-authenticate-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>After clicking on the <strong>\u201cAuthenticate\u201d<\/strong> button and completing the verification process, the Zoho account is successfully connected with Magento.<\/p>\n\n\n\n<p><strong>Disconnect Button<\/strong>: Allows the admin to remove the Zoho CRM connection by unlinking the Zoho account from Magento.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\"><strong>How the <\/strong>Import Works<\/h3>\n<\/div><\/div>\n\n\n\n<p>Click <strong>\u201cImport Deal(s) From Zoho\u201d<\/strong> to pull all deals from your Zoho CRM account.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-import-deals.webp\" alt=\"magento2-zohocrm-import-deals\" class=\"wp-image-536536\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-import-deals.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-import-deals-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-import-deals-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-import-deals-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Use the table filters to search deals by <strong>name, ID, amount, stage, or sync date<\/strong>. <\/p>\n\n\n\n<p>Track progress at a glance with stages like <strong>Needs Analysis<\/strong>, <strong>Decision Makers<\/strong>, <strong>Closed Won<\/strong>, or <strong>Closed Lost<\/strong>.<\/p>\n\n\n\n<p><strong>Contact Sync Works<\/strong> &#8211; <br>Click <strong>\u201cImport Contact(s) From Zoho\u201d<\/strong> to pull all contacts from your Zoho CRM account.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-contacts-import.webp\" alt=\"magento2-zohocrm-contacts-import\" class=\"wp-image-536537\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-contacts-import.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-contacts-import-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-contacts-import-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-contacts-import-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Use filters to search contacts by <strong>name, email, phone, or account<\/strong>. Track the <strong>last sync date<\/strong> to ensure your contact list is current. <\/p>\n\n\n\n<p>Apply bulk actions to manage multiple contacts at once.<\/p>\n\n\n\n<p><strong>Contact Sync Works<\/strong> &#8211; <br>Click <strong>\u201cImport Lead(s) From Zoho\u201d<\/strong> to pull all leads from your Zoho CRM account.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-import-leads.webp\" alt=\"magento2-zohocrm-import-leads\" class=\"wp-image-536538\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-import-leads.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-import-leads-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-import-leads-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-zohocrm-import-leads-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Use Leads Sync table to search and filter leads by <strong>name, ID, email, revenue, or sync date,<\/strong> and quickly import records using the Zoho integration with Zoho CRM.<\/p>\n\n\n\n<p>Track lead details at a glance, prioritize high-value prospects, and manage updates efficiently with bulk actions to improve follow-ups and boost conversions.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Link Order to Zoho Deal<\/h3>\n<\/div><\/div>\n\n\n\n<p>Admin can link the order to Zoho Deal by navigating to&nbsp;<strong>Sales &gt; Orders &gt; Create New Order &gt; Select Customer <\/strong> <strong>&gt; Add Products<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-order-link-to-zohocrm.webp\" alt=\"magento2-order-link-to-zohocrm\" class=\"wp-image-536553\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-order-link-to-zohocrm.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-order-link-to-zohocrm-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-order-link-to-zohocrm-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-order-link-to-zohocrm-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>Link to Zoho Deal:<\/strong> Select the relevant deal from Zoho CRM.<\/p>\n\n\n\n<p>After selecting the Zoho deal, click on the <strong>Submit Order<\/strong> button to place the order.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Magento Order Successfully Linked with Zoho Deal &#8211; <\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-order-link-to-deal.webp\" alt=\"magento2-order-link-to-deal\" class=\"wp-image-536555\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-order-link-to-deal.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-order-link-to-deal-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-order-link-to-deal-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-order-link-to-deal-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>Deal Stage Update After Order Placement<\/strong> &#8211; <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-deal-stage-closed-won.webp\" alt=\"magento2-deal-stage-closed-won\" class=\"wp-image-536565\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-deal-stage-closed-won.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-deal-stage-closed-won-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-deal-stage-closed-won-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/magento2-deal-stage-closed-won-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><em>For example, deal associated with the order (e.g., \u201cKing\u201d) is therefore marked as Closed Won.<\/em><\/p>\n\n\n\n<p>This indicates that once the order is successfully placed in Magento, the corresponding Zoho deal stage is automatically updated to<strong> \u201cClosed Won\u201d<\/strong>.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Supports<\/h3>\n<\/div><\/div>\n\n\n\n<p><em>Finally, and most importantly, this concludes the Magento 2 Zoho CRM Extension User Guide.<\/em><\/p>\n\n\n\n<p>If you have any further queries or need assistance, feel free to email us at&nbsp;<strong><a href=\"mailto:support@webkul.com\" target=\"_blank\" rel=\"noreferrer noopener\">support@webkul.com<\/a><\/strong>.<\/p>\n\n\n\n<p>Furthermore, there is no need to search elsewhere; seize the chance to initiate your projects with the accredited&nbsp;<a href=\"https:\/\/webkul.com\/magento-development\/\" target=\"_blank\" rel=\"noreferrer noopener\">Magento 2 development company<\/a>.<\/p>\n\n\n\n<p>For a personalized touch, engage and&nbsp;<a href=\"https:\/\/webkul.com\/hire-magento-developers\/\" target=\"_blank\" rel=\"noreferrer noopener\">hire Magento developers<\/a>&nbsp;who are focused on delivering exceptional results for your custom e-commerce projects.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Magento 2 Zoho CRM Integration helps businesses manage customer and sales data efficiently by connecting Magento 2 with Zoho CRM. Managing leads, contacts, and deals across different platforms can be complex and time-consuming. Magento does not natively provide access to Zoho CRM data, which often requires switching between systems and reduces productivity. Magento 2 Zoho <a href=\"https:\/\/webkul.com\/blog\/magento2-zoho-crm-integration-documentation\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":716,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9121],"tags":[2070,590],"class_list":["post-536484","post","type-post","status-publish","format-standard","hentry","category-magento-2","tag-magento2","tag-webkul"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Guide for Magento 2 Zoho CRM Integration<\/title>\n<meta name=\"description\" content=\"Magento 2 Zoho CRM Integration imports CRM data into Magento and updates linked deals to \u2018Closed Won\u2019 after order placement.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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