Zoho Integration For Shopify Multi-vendor is an efficient tool that sets up a connection between your Shopify Store and Zoho.
This module facilitates the store admin to synchronize their store’s data such as seller’s information ( Shop name, E-mail, Office Address, City, State, Country, Contact Person, Mobile Number and Website) with the Zoho CRM for organized and effective data management.
Also, the store owners can delete or edit the customer’s details, manually on Zoho as needed.
What is Zoho CRM?
Zoho CRM is a cloud-based customer relationship management software that collects data from the cloud.
It’s well-known for its fast data management and synchronisation for customers.
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moreover, Store owners can manually sync data to Zoho CRM, which helps in the smooth operation of the business and managing the customer relationship.
- Seller details will automatically sync with Zoho once the seller signs up.
- If the seller updates any details after the signup then auto-update on the Zoho lead.
- Existing sellers need to edit and save the information then it will automatically create zoho lead.
Firstly, enable the “Zoho Integration” feature from the “Features Section” by clicking on (…) three dots of the main menu.
After clicking on the enable button just agree on additional charges which are over and above to your current multivendor Market Plan.
Once you will agree on additional charges a new menu name “Zoho Configuration” will be added to the configuration section of your multivendor marketplace app.
Admin panel > configuration > zoho zonfiguration.
Options available in this menu:-
- Do You Want To Enable ZOHO Integration:- Enable this tab to create leads on the Zoho, tick on the points
( Office Address, City, State, Country, Contact Person, Mobile Number, Website)which you want to sync from the MVM.
- Account URL: The admin can add the account URL as per the country-wise provided in the given link.
Client id & client secret key:- First, you need to create an account on the Zoho CRM and log in with the same ID to your Zoho Developer Console Account to get the details.
Admin needs to go application section to get the client id and client secret key and click on add client button.
After clicking on add client button, a new window will open to choose the client type:
Choose only a Server-based applications.
After selecting the client type, the admin needs to enter details as shown in the given image.
Both the below mentioned URLs are available in the instruction of the marketplace.
After clicking on the create admin will get the client id and client secret key.
After adding all the relevant details to the Zoho integration configuration click on the Save button.
It will redirect you to accept & reject page. As shown in the given image.
But if an admin clicks on the reject tab it saves the data but will not create any lead on the Zoho account.
Reset configuration:- Admin can reset the configuration in case of using a different Client ID.
NOTE: For the Existing sellers Zoho CRM leads will be created when they update from the my_account section or the admin makes any update in their edit seller section.
This is all about the Zoho Integration For Shopify Multi-vendor If you have any issues, please feel free to write a mail to[email protected] and let us know your views at our HelpDesk System.