By seeking the integration of Zoho CRM with that of your Magento store, you will be able to build your relationship with customers and handle certain sales operations better. Not just that, but with an added Zoho Inventory Magento 2 integration alongside CRM, you will also be able to collectively keep a tab on your inventory or stock updates as well. 

The end purpose of seeking Zoho integration with Magento 2 is to help analyze the behavior and demand patterns of the customers. Following that, the CRM solution will provide you with the feature of categorizing leads out of analyzed behavior data of potential Magento store customers. 

Later, you can use the advanced report extension for Magento 2 to create reports on the collected data and use it for making informed business decisions! Moreover, the collective practice of using Zoho products, especially CRM, with Magento 2 will help you drive more conversions for the business. 

In this article, you will get an insight into the adequate steps you must follow in order to set up Magento 2 with Zoho CRM. 

How to Integrate Magento 2 with Zoho CRM?

Here are the steps that you must follow to integrate Magento 2 with Zoho CRM:

1. Configure the Zoho API Console

Firstly, you must configure your Zoho API and then generate a ‘client-secret’ code. You can do the same by following the steps below:

• Access the Zoho API Console and use your credentials to log in. Now, click on ‘Add Client’ to get started and then choose ‘Server-Based Applications’. 

• Now, enter the site name, authorized redirect URL and homepage URL. Following that, you can enter the ‘Update’ button. 

• Now, click on the ‘Client Secret’ tab, and then copy the given ID and code, which is important for integrating Zoho CRM with that of your Magento 2 store. 

• Now, move to the ‘Settings’ tab and set the given configuration options as per your specific business needs. 

2. Connect Zoho CRM to Magento 2 Store

Now that you have installed the specific Zoho CRM integration extension for your Magento store, it is time to seek the configuration. The sub-steps are as follows:

• Enter the extension settings and then add the client ID and Client Secret code, which you copied from the Zoho API Console. Following that, choose the domain user, add the Zoho email address and redirect the URL. 

• Now, click on ‘ Get Access Token’ to connect the store with Zoho. 

• Go back to your Zoho hub, log in by using the credentials and accept the integration request sent from the Magento store. Accept all terms and conditions specified! 

• Return to the Magento 2 admin panel and ensure that your connection status is showing ‘Connected’ and is green in color. 

Parting Words

These are the steps that you must follow in order to integrate Zoho CRM and Magento 2 stores. In case you want to use any other products of Zoho, the process will be the same. But the only difference will be the type of extension you download. 

Suppose you want to integrate Zoho Inventory into your Magento 2 store. In that case, you will need the specific Zoho Inventory Magento 2 extension, followed by all the other steps for successfully integrating both platforms.