Zoho Magento Integration – Complete Guide

What is Zoho?

The Zoho Office Suite is an Indian cloud-based online office suite. It contains functionalities such as word processing, presentations, databases, note-taking, web-conferencing, project management, and CRM, It s developed by the Zoho Corporation. It can be used for CRM, customer service, emails, finances, human resource management, and IT & helpdesk solutions for e-commerce stores

What is Magento?

Magento is the most popular e-commerce platform today. It boasts over 800,000 active users across the world. It is the go-to platform for e-commerce business startups. The platform connects retail store owners with customers who can buy their products or services over the internet.

Magento provides several useful features such as market management tools, search engine optimization, and inventory management tools to businesses as well. To ensure that the Magento store is up to user expectations as there is serious competition in the market today, one should make use of Magento Web development companies to create and design the stores.

The store owners can control the looks, functionality, and flow as per business needs. Magento also has extensions and plugins that can be integrated. You can integrate platforms, extensions, and plugins by making use of Magento integration services. These extensions help in providing customer service, performing speed optimization, increasing store utility, and providing shipping services, payment processing services all to give the customer the best services.

Read Also Shipstation Shopify Integration

How to integrate Zoho with Magento 2?

There are three major paths that you can choose to achieve successful Magento integration services. Every path has its own setbacks and benefits.

Making use of Zoho and Magento 2 connectors.

Connectors for Zoho and Magento can easily be purchased over the internet. These connectors connect the two platforms and enable the platforms to work together as one. These connectors help your business grow as they provide benefits. These connectors help to identify cross-scale and upscale opportunities in the platforms.

Read Also Xero Shopify Integration

These can increase sales. The customer information and each order can be accessed by either application. You don’t need to switch applications continuously. A more connected customer database and e-commerce platform help make the interactions effective. These connectors schedule synchronization rates so that all the data is updated. 

You will also be able to see all Magento sales orders on Zoho and vice versa. Easy customer information helps deal with them easily. The connectors provide three major payment plans.

Free Trial.

This plan is best for new startups. The 15-day free trial plan is priced at $0. It provides 12-hour synchronization cycles by default and custom sync cycles as well. This plan provides customer and product synching. These synchronizations are limited to 10 customers/ 10 products / 10 sales orders. This trial helps you comprehend the working flow of the connectors.

Monthly Plans.

The monthly plans are charged monthly. A subscription fee of around $30 may be charged. This plan also provides a default sync rate of 12 hours but a user can always sync the platforms at any time. This plan provides unlimited customer, products, and sales order synchronization. These monthly plans are most suitable for those who have started their new businesses and are on the path of growth.

Yearly Plans.

The yearly plans are subscribed to per year. They have all the same features as the monthly plans but are significantly cheaper. If a client signs up for annual plans they need to pay merely $300. This saves around $60 per annum as compared to the monthly plans. This plan is best for those businesses that are already established and are looking to improve their workflows and services.

Making use of Magento Marketplace.

The Magento marketplace has all sorts of solutions available for Magento integration services. At the marketplace, there are many developers who put their services out and can directly connect with Magento store owners. At the platforms, you can see other storeowners review the services of solution providers as well and this helps authenticate the services. The marketplace has variable solutions as per the budget of the clients.

Hire Magento developers over the freelancing platforms.

In today’s age, the freelancing platform has grown to be a very big network of professionals who can provide services to clients over the internet. These freelancers can be hired from platforms such as Fiverr, UpWork, or 99designs. These platforms have thousands of integration service providers.

You can look up certified ones and hire them to provide you with integration solutions. You will have to give access to the Magento store to the developer through tokens so that they connect it to your Zoho store. However, this method has several setbacks such as scammers, developers who can provide solutions but aren’t certified by Magento, a lack of transparency in the workflow and payments, and the lack of post-project services.

These compounded problems will leave you in a very uncertain situation after the solution is provided. The lack of consistency on the platform may distract you from business as you will be focusing on the solution being provided instead of the business. This inconsistency is where business owners tend to not employ freelancers for solution development.

Hire certified Magento Agency partners.

Perhaps the safest and most efficient way to establish the integration is to hire Magento Agency partners. These partners have certified developers employed who have hands-on experience on hundreds of integration projects, so they are able to develop the integration solutions without any setbacks. These companies also provide after-project Magento maintenance services.

This shows that they are eager to provide long-time services to clients instead of one-time solutions. Furthermore, the Magento 2 pricing plans they provide are very valuable. They are affordable even for new startups and also include Magento Web development services if you do not own a Magento store prior to the integration.

What are the Key features of Zoho Magento Integration?

Zoho Magento integration provides users with several new features that help boost productivity, increase sales transactions, optimize operations, and also increase the effectiveness of the store.

Synchronize the product inventory of Magento with Zoho.

The inventory synchronization of the Magento product inventory with Zoho allows store owners to sync all of the different product types available in Magento stores by default such as the:

• Simple products that are tangible.
• Virtual products are your non-tangible products such as services, subscriptions, books, movies, and videos.
• Grouped products
• Bundle products
• Downloadable products such as lectures, books, etc.
• Configurable products

The status of the stock is also updated side by side. This makes sure that both platforms show the same stock values and do not result in overselling or underselling.

Update customer orders and business invoices.

The workflow order makes sure that the synchronizations and all the sales transaction invoices and customer profiles are linked correctly. You can view the customer profile and check what they bought and even have the invoices. This makes sure that your business is well documented and connected.

Convert your existing Magento customers into Zoho platform.

The existing Magento customers will be added to the Zoho CRM database. This makes your customers of Magento act as leads for business opportunities. You can target market products to them. The contact information present can be used to send them discount offers, on their email addresses.

You can add their accounts to the Zoho customer directory and track their orders and products without needing to manually enter all of this information. This also helps reduce errors in data entry. Zoho will then be able to segment your store users on three bases:

• Leads, who will be all the users who are present as customers on Magento stores.
• Contacts are those who will have accounts on your store with having their contact data to deal with the customers.
• Accounts will be the users that have made purchases on your store.

Sync marketing campaigns to Magento with Zoho.

The Zoho Magento integration will help you create effective promotion strategies. You will be able to synchronize the catalog pricing rules, cart price rules and monitor their successes.

Once you launch a marketing strategy with these two platforms integrated, you will be able to track and measure the effectiveness of the promotion strategies, you can visualize all of the leads and contacts from your marketing campaigns, measure the effectiveness of the plan by linking the Zoho leads to the contacts, and track the sales that were the result of the campaigns.

Manage the field mapping for attributes.

This field mapping feature is introduced in the integration as a feature. This mapping ensures that the data synchronization process is as smooth as possible. For different fields in Magento, you can add connections in the Magento store and Zoho fields to produce mapping.

Multi-websites support.

Your different Magento stores can be connected with multiple stores. The connection will help all of the data remain synchronized. The customer data can all be stored on a single platform. There is no need to manage all of the stores differently.

Synchronization with multiple methods.

The Zoho Magento integration supports different methods. The integration feature can support synching methods such as cron, event, and even custom manual synchronizations.

Track synchronization errors.

The integration features will help you track errors in sync as well. You can track synchronization records in separate grids and evaluate any errors in statistical data such as pending requests, ID errors, the status of orders, objects in stock, creation time and statuses, etc.

The integration features are of great use. The integration will help update the customers from the Magento store into the Zoho leads, contacts, accounts both manually and automatically. The orders can be synchronized from Magento to Zoho CRM sales orders by both methods.

All the Magento store invoices can be integrated. Promotion rules can be shared and the field mapping will be of great use to Magento store owners.

What are the benefits of Zoho Magento Integration?

There are multiple benefits of the Zoho Magento integration. These benefits will help the store grow in the long term. The integration allows for data tracking on the CRM and allows the exchange of information. The Synchronization of different entities of Magento and Zoho can help reduce the workload on human resources.

The history of synchronization can be maintained transparently. Accurate data transfer between Magento and Zoho can be used to make sure that there are no errors in data transfer. Store owners can even add schedules for synchronization and even have triggers to automate the transfer of data. The integration will be able to provide support for multiple stores with multiple languages and currencies.

There are multiple benefits that will illustrate the functionality of the Magento and Zoho stores.

Product data.

If you add a new product, update an existing one or change the inventory, you only need to apply the changes for the Zoho database manually. This improved import and export will be able to transfer all of the corresponding data to the Zoho database from the Magento stores.

Customer data.

As soon as there is a new customer on your Magento store, the integration will automatically send the data of the customer to the Zoho CRM. A new account of the customer will now be present on the Zoho database. Also if the customer adds or updates any data on their store the update will be tracked and updated on the databases.

Tracking the business income.

The integration will be able to transfer all of the incoming data from the Magento store to the Zoho system. This helps maintain all of the correct business information and helps track sales transactions.

Map tax rates.

The ability of the integrations alongside plugins will help to ensure that the tax calculation between the Magento 2 stores and Zoho is mapped correctly with the tax rates.

The benefits of Zoho Magento integration will be able to provide extensive benefits to the store. The Zoho system will also be able to track the progress of the stores with a queue report.  You will be able to map fields with ease.

The Magento store’s data, customers, subscribers, sales, invoices, products, and orders will all be present on your Zoho CRM and create smooth workflows to maintain a healthy customer relationship and organize your business activities accordingly and effectively.

Why is Magento and Zoho Integration necessary?

The Zoho Magento integration is a necessity. The best way to run an e-commerce business is to have loyal customers who can provide lifetime value to the store. The integration will be able to provide functionalities that are a necessity for e-commerce businesses. The integration provides some of the major functionalities that are a must to have for e-commerce businesses today.

 Store Automation.

The Zoho CRM can help automate businesses tasks such as data entry, tracking store sales, and communicating with the customers for cross-platform customers. The integrations will help keep updated data from Magento 2 and all of the Zoho databases will be able to communicate with the Magento stores

Provides increased exposure.

The integration will help you gather the customer data and also analyze their behaviors. Then you could segment the users into leaders and contacts. The information can then be used to target sales promotions and develop variable strategies for different customer groups and convert them into valuable prospects and buyers.

Allow 3^rd party integrations.

The integration solution will help provide you with a platform that can be further integrated with other platforms as well. You will be able to integrate the solutions with further business applications such as Microsoft Outlook, QuickBooks, Google Apps, and ConstantConnect as well. This means that the store is scalable and when you require an added functionality, the solution is forward-based and can integrate with the new addition as well.

These reasons are why an online store on Magento should have integration with Zoho enabled to make sure that the business is successful long term.

Why use Zoho in the Magento 2 Store?

The Magento store should be integrated with Zoho as Zoho is a CRM platform that helps manage the relationship of the store with the customer which is the backbone of digital marketing today. If you want your store to last long term, and survive unlike the other e-commerce stores that fail within five years, you need to know the correct strategy to make it last longer.

You will need to have sales targets, defined business objectives, and profitability to make sure that you can re-invest in the store. To make sure you get the most recent information for the marketing and exposure of your store, it is crucial to have a CRM to manage it all. Zoho will be able to give you a clear view of all your customers.  You can see their data, orders, contact, details, and addresses all in one dashboard. You could even include information from their social media activities to target them with their likes and also get to know what they expect.

Magento can make use of Zoho to understand the pipeline of sales. One of the most significant gains will be in the productivity of the store when dealing with customers as it will become a new marketing tool. The customer service teams see the great benefit of CRM systems such as Zoho. The customers can easily be inquired with and also allow the Magento store to give the customers the best experience.

This makes the customer loyal and he does not sway away to your competitor increasing their monetary value for you.

What is the cost of Magento and Zoho Integration?

The cost depends on factors such as time constraints, data magnitude, and service costs. The integration cost may cost around $1000+. This does not include the pricing of Zoho. Zoho has 4 pricing plans.

• The standard plan costs $14 and if billed annually, while $20 for monthly subscriptions. It includes workflows, scoring rules, mass email, customized dashboards, and a canvas.
• The professional plan is billed at $23 annually and $35 monthly. This plan includes sales signals, blueprints, validation rules, 3 canvas, inventory management and Web-to-Case forms, and everything in the standard plan.
• The enterprise plan is billed at $40 yearly and $50 monthly. It includes everything in the professional plan and has Zia artificial intelligence, CommandCenter, Multi-user portals, and Canvas with 5 views.
• The ultimate plan costs $52 annually and $65 monthly. It includes all the features of the enterprise plan and has advanced BI which is bundled with Zoho analytics, enhanced feature limits, a canvas of 25 views, and a 30-day free trial.

Conclusion

The integration between Zoho and Magento provides benefits such as order, project, customer, product, and store management. This helps manage the store using automated workflows and boost productivity. This integration is necessary today as modern stores require the best features to ensure the best customer satisfaction levels.

FAQs

1. Is Zoho only a CRM?        

Zoho is a SAAS customer relationship management system that can be utilized for managing sales, marketing, and also make use of accounting features and supports all this in one platform. Zoho is not only a CRM platform. It is a business management tool that will support and boost business prospects for users.

It looks like Magento but it has a lot of features, extended functionalities, integrations, and apps to cover your needs. You have all the essentials to build a successful business structure and automate it. It has affordable prices that can perfectly be combined with the Magento community edition.

2. Does Zoho integrate with Magento?

Zoho easily integrates with Magento on the back-end.  Make sure that the integration is performed by Magento Agency partners as they will be able to perform the integration successfully and safely. If the process is not performed correctly, it may result in data loss or data manipulation that would be disastrous for the business.

3. Does Folio3 provide Zoho Magento Integration?

Yes Folio3 provides Zoho Magento integration services. In fact, it has been providing custom integration services for over 15+ years. The company has certified Magento professionals who perform the integration. The company also makes sure that the project is handed to you on time. You can visit their offices in the USA.

4. Why is Magento Zoho Integration good for your website?

The integration is good for your website for several reasons. The integration will help your Magento store with providing the best customer services. You can reduce human workload by automating workflows. The integration helps you manage the store effectively. This will help in increasing the sales and retaining the customers for a lifetime.

5. How much is the cost of Magento Zoho Integration in the US?

The cost of integration of Magento and Zoho is quite high if you are based in the USA. The price plans for Zoho are quite affordable but the integration costs can range from $1000- $30,000 as per your requirements. If Magento 2 pricing integration with Zoho may be affordable if you make use of companies such as Folio3 that provide affordable packages.