WooCommerce integration with Zoho CRM
How to Create Zoho CRM modules from new WooCommerce orders
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Zoho CRM modules from new WooCommerce orders" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Zoho CRM integrations
Zoho CRM actions
Nekton can use any feature that is available in Zoho CRM API.
Using our advanced AI, you can easily create custom automations for Zoho CRM.
Here are some typical actions you can do in your automated workflows.
Add Attachment
Add attachment to the selected Module entry
Convert Lead
Convert an existing lead to contact and account
Update Module Entry
Update existing entry in the selected module
Create/Update Module Entry
Create or update module entries
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is useful if an application has an API endpoint that Nekton doesn't implement yet. You will be expected to read and utilize the API documentation provided by the application. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates.
Find or Create Contact
Create contact if contact does not exist
About Zoho CRM
Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.