Woo Smart Zoho Integrator

79.00

The Woo Smart Zoho Integrator plugin offers a comprehensive synchronisation solution designed to seamlessly connect with Zoho CRM. This powerful plugin ensures the synchronisation of WooCommerce products, customer information, and orders with a wide range of Zoho CRM modules, all tailored to your specific Zoho account configuration.

WP Smart Zoho operates efficiently by leveraging WooCommerce hooks, synchronization settings, and a customizable mapping system you can configure in the dedicated mapping section. With this plugin, you can effortlessly handle synchronization preferences and create mappings for every conceivable connection between Zoho CRM modules and WooCommerce modules.

In essence, Woo Smart Zoho Integrator simplifies the process of automating the addition and updating of orders, customer data, and products, making data synchronisation between WooCommerce and Zoho CRM a seamless and dynamic experience.

Description

Majors Features:

  • Most secure and latest Smart Zoho Integrator CRM V2 API.
  • Authorization and Synch Settings.
  • Zoho and WP Fields Mappings.
  • Manual Synchronization of WooCommerce Products, Customers and Orders.
  • Automatic Synchronization of WooCommerce Products, Customers and Orders on action hooks.

Authorization and Synch Settings Features:

  • General settings to Manage Client ID, Client Secret, Access Token and Refresh Token
  • Option to enable customers to Zoho Leads Synchronization
  • Option to enable customers to Zoho Contacts Synchronization
  • Option to enable customers to Zoho Accounts Synchronization
  • Option to enable customers to Zoho Deals Synchronization
  • Option to enable customers to Zoho Activities Synchronization
  • Option to enable customers to Zoho Products Synchronization
  • Option to enable customers to Zoho Quotes Synchronization
  • Option to enable customers to Zoho Sales_Orders Synchronization
  • Option to enable customers to Zoho Purchase_Orders Synchronization
  • Option to enable customers to Zoho Invoices Synchronization
  • Option to enable customers to Zoho Campaigns Synchronization
  • Option to enable customers to Zoho Vendors Synchronization
  • Option to enable customers to Zoho Price_Books Synchronization
  • Option to enable customers to Zoho Cases Synchronization
  • Option to enable customers to Zoho Solutions Synchronization
  • Option to enable customers to Zoho Tasks Synchronization
  • Option to enable customers to Zoho Events Synchronization
  • Option to enable customers to Zoho Notes Synchronization
  • Option to enable customers to Zoho Attachments Synchronization
  • Option to enable customers to Zoho Calls Synchronization
  • Option to enable orders to Zoho Leads Synchronization
  • Option to enable orders to Zoho Contacts Synchronization
  • Option to enable orders to Zoho Accounts Synchronization
  • Option to enable orders to Zoho Deals Synchronization
  • Option to enable orders to Zoho Activities Synchronization
  • Option to enable orders to Zoho Products Synchronization
  • Option to enable orders to Zoho Quotes Synchronization
  • Option to enable orders to Zoho Sales_Orders Synchronization
  • Option to enable orders to Zoho Purchase_Orders Synchronization
  • Option to enable orders to Zoho Invoices Synchronization
  • Option to enable orders to Zoho Campaigns Synchronization
  • Option to enable orders to Zoho Vendors Synchronization
  • Option to enable orders to Zoho Price_Books Synchronization
  • Option to enable orders to Zoho Cases Synchronization
  • Option to enable orders to Zoho Solutions Synchronization
  • Option to enable orders to Zoho Tasks Synchronization
  • Option to enable orders to Zoho Events Synchronization
  • Option to enable orders to Zoho Notes Synchronization
  • Option to enable orders to Zoho Attachments Synchronization
  • Option to enable orders to Zoho Calls Synchronization
  • Option to enable products to Zoho Leads Synchronization
  • Option to enable products to Zoho Contacts Synchronization
  • Option to enable products to Zoho Accounts Synchronization
  • Option to enable products to Zoho Deals Synchronization
  • Option to enable products to Zoho Activities Synchronization
  • Option to enable products to Zoho Products Synchronization
  • Option to enable products to Zoho Quotes Synchronization
  • Option to enable products to Zoho Sales_Orders Synchronization
  • Option to enable products to Zoho Purchase_Orders Synchronization
  • Option to enable products to Zoho Invoices Synchronization
  • Option to enable products to Zoho Campaigns Synchronization
  • Option to enable products to Zoho Vendors Synchronization
  • Option to enable products to Zoho Price_Books Synchronization
  • Option to enable products to Zoho Cases Synchronization
  • Option to enable products to Zoho Solutions Synchronization
  • Option to enable products to Zoho Tasks Synchronization
  • Option to enable products to Zoho Events Synchronization
  • Option to enable products to Zoho Notes Synchronization
  • Option to enable products to Zoho Attachments Synchronization
  • Option to enable products to Zoho Calls Synchronization

Fields Mappings Features :

  • On successfull authorization, required field mapping of zoho modules will be done automatically with the WooCommerce base field.
  • Add N numbers of mapping between WP modules and Zoho Modules (Modules avaialable as per your Zoho Accounts)
  • All Zoho Modules are dynamic from the Zoho Accounts.
  • All Zoho Fields (with fields types) are dynamic based on Zoho Modules selection while mapping
  • Delete Mapping
  • Sorting option on every column to filter the mapping table

Manual and Automatic Synchronization Features :

  • For customers, when a new user with a customer role registers, the system will automatically synchronize their data according to the selected synchronization settings and field mapping options.
  • When a user with a customer role is updated, the system will check for associated Zoho Modules IDs. If these IDs exist, it will update the customer details based on the specified synchronization settings and field mapping options.
  • Regarding orders, when a new order is created, it will be synchronized based on the configured synchronization settings and field mapping options.
  • For order updates, the system will perform synchronization operations (additions or updates) in accordance with the selected synchronization settings and field mapping options.
  • As for products, when new products are added via the admin dashboard, they will undergo synchronization as per the chosen synchronization settings and field mapping options.
  • The synchronization process can also be initiated manually by the admin using the synchronization tab. Manual synchronization will follow the synchronization settings and field mapping options.
  • Automatic synchronization will operate based on the synchronization settings, field mapping options, and any hooks associated with WooCommerce modules.

Manual Upload via WordPress Admin :

  • Navigate to the Plugins section and choose Add New from the menu.
  • At the top of the screen, locate and press the Upload Plugin button.
  • From your local filesystem, pick the wp-smart-zoho-integration.zip file. Initiate the installation process by clicking the Install Now button.
  • Upon successful installation, a confirmation message reading “Plugin installed successfully” will appear.
  • Proceed by clicking the Activate Plugin button found at the bottom of the page. Complete the necessary configurations and authorize your Zoho account.

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